• Economic
• Fiscal
• Social/Community
• Environmental


For more information about SDS’ Impact Reporting services, please contact Julia Elrick at 310-914-5333, x218 or

Today's funders and investors demand sophisticated economic, fiscal, community, and environmental accountability that takes full advantage of the latest techniques to evaluate the return on their investments. SDS' Project Impact Reports provide clients with pre- and post-development impact analysis tailored to our clients' needs. Our team makes econometric projections based on existing local, state and federal fiscal policy for a detailed quantitative assessment of a project's impacts. SDS also completes a thorough qualitative assessment of a project that includes interviews with key stakeholders (project sponsor, business, community, government) to fully understand and describe the project's background, as well as its social and community impacts. This Report also incorporates sustainability characteristics to demonstrate the project's short and long-term benefits to the environment and cost reductions resulting from improved efficiency. The Project Impact Reports produced by the SDS team fulfill both New Markets Tax Credit and Community Reinvestment Act reporting requirements.
Impact Report Components:

Project Summary

  • Project Overview
  • Sponsor Background
  • Project & Site History
  • Project Financing & Support

Social/Community Impacts

  • Asset Development & Wealth Creation
  • Community Goods & Services & Amenities
  • Neighborhood Revitalization

Economic Impacts

  • Job Creation
  • Employee Compensation
  • Economic Output
  • Area Economic Revitalization

Environmental Impacts

  • Green Project Design & Construction Components
  • Sustainable Operations & Production
  • Energy & Water Use Reduction/Cost Savings
  • Toxin Reduction

Fiscal Impacts

  • Local, State, & Federal Tax Revenue
  • Taxpayer Break-Even & IRR Analysis
  • Taxpayer Return on Investment

Targeted Stakeholder Priorities

  • CDFI: New Markets Tax Credits Requirements
  • Community Reinvestment Act (CRA)
  • Local Government
  • Foundations
  • Community Stakeholder Groups

Sample Impact Report: Haven for Hope