Specialized Finance & Capital Stack Subject Matter Expert (SME)

REQUEST FOR PROPOSALISSUED BY

Black Cultural Zone CDC

Carolyn Johnson, CEO

[email protected]

www.blackculturalzone.org

RE: Specialized Finance & Capital Stack Subject Matter Expert (SME)

The Centers of Excellence Network Foundation is seeking an elite Specialized

Finance & Capital Stack Subject Matter Expert (SME) to join our Strategic

Collaboration Ecosystem. This role is pivotal in navigating the complex

financial architecture required to fund the Black Cultural Zone CDC (our

operational Strategic Management Services hub) and its multi-billion-dollar

long-term real estate goals.

The Foundation serves as the System Architect, providing strategic oversight

and fiduciary control, while the Black Cultural Zone CDC serves as the

operational backbone for subsidiaries focused on Real Estate (REDPM), Culture

(CPHI), Land Stewardship (Liberated Land Trust), and Economic Empowerment.

Note on Collaboration: This role is distinct from and complementary to our

Capital Campaign fundraising functions. While the Specialized Finance SME

will communicate with Campaign consultants to ensure alignment, this role

focuses specifically on the technical "Capital Stack" (Tax Credits, Debt, PRIs)

rather than donor cultivation.

We are moving from reactive funding to Strategic Institutionalization and

Resource Expansion (SIRE). We require an SME who can structure

sophisticated impact finance and "Place Keeping" initiatives to ensure

permanent community control and institutional-grade financial sustainability.

Proven Impact: Immediate

access to 72 months of

successful grant metrics,

project pro-formas, and

community engagement data.

The Engine: A fully integrated

tech stack (Virtuous, ClickUp,

Momentum) containing

thousands of clean donor and

volunteer records.

The Vault: Signature initiative

templates and "Case for

Support" assets ready for

rapid remixing and

deployment.

AREA OF

FOCUS DESCRIPTION

FINANCIAL

ARCHITECTURE

Structure and source funding involving PRIs, New Markets Tax

Credits (NMTC), LIHTC, and Land-Bank opportunities.

ANCHOR

COMMITMENTS

Secure non-public commitments from Institutional Investors and

Agency Leads for specific project phases.

STRATEGIC

BRIDGE

Align technical revenue streams (Debt/Equity) with overarching

milestones to ensure project feasibility.

FIDUCIARY

ADVISORY

Provide the CEO and Board with high-level briefings on debt-service

coverage and long-term financial health.

INVESTMENT

DOCS

Provide "Strategic Intelligence Briefs" to the Production Engine to

develop Investment Memorandums and technical Pro-Formas.

Issued: Spring 2026

Deadline: Rolling Review

The Vision: Mobilizing two

billion dollars in capital to

anchor Black arts, culture,

and economics through a

high-fidelity governance

model.

The Blueprint: A strategic

geographic intervention (the

60x60 Block Plan) designed to

ensure permanent, non-

displaceable community

power.

The Governance: The

Foundation (System

Architect) provides fiduciary

oversight for specialized

subsidiaries in Real Estate,

Land Stewardship, and

Culture.

East Oakland, California

"Deep Roots. Bright Future."

60×60 Block Plan · Liberation Park · East Oakland

RFP Document · Spring 2026

The selected SME will serve as a lead "Integrator" within our professional workflow:

Tech Stack: Proficiency required in ClickUp, Smartsheets, Virtuous CRM, and financial modeling

software.

Production Engine: Support from a dedicated Proposal Architect and Packaging Specialist to create

Investment Memorandums and technical briefs.

Data Lake: Full access to 6 years of real estate pro-formas, historical impact data, and existing capital

stack structures.

Strategic Collaboration Ecosystem RFP Series | Centers of Excellence Network Foundation | Proprietary & Confidential