E&F Compliance Services

HNA Dashboard — Delivery Package Overview

A summary of deliverables, methodology, and intended use for municipal clients.

What You Receive

1. Interactive Dashboard

  • Jurisdiction-specific housing data with key indicators and trends
  • Defensibility flags highlighting data risks, assumptions, and consistency issues
  • Housing intelligence insights tied to HNA relevance and DOLA scoring criteria
  • Preliminary scenario modeling for housing supply planning
  • Data coverage assessment with confidence scoring

2. Structured Baseline Report

  • Executive-ready format suitable for council presentations
  • Key metrics, scenario comparisons, and defensibility review
  • Recommended next steps for planning and funding
  • Source documentation and confidence assessment
  • Framed as supporting data for SB24-174 compliance review

3. Draft HNA Narrative Sections

  • Rule-based draft narrative covering population, housing supply, affordability, and data limitations
  • Formatted for staff review and editing
  • Municipal tone appropriate for HNA submissions

4. Data Appendix (CSV Export)

  • Full dataset with all calculated metrics
  • Sources and confidence levels for each indicator
  • Structured for internal use, grant applications, and record-keeping

5. Defensibility Layer ReviewIncluded

  • Cross-dataset consistency checks, assumption flagging, and risk identification
  • Overall confidence scoring with rationale
  • Source basis classification (direct, derived, proxy-supported)

6. ArcGIS Mapping DashboardClient-Specific Configuration

  • Census tract demographic mapping available via ACS tract-level data
  • Parcel-level analysis requires local assessor data upload
  • Full ArcGIS interactive map configured per jurisdiction during onboarding

7. Final Review CallIncluded

  • Walkthrough of all deliverables with municipal staff
  • Review of flagged items and recommended next steps
  • Clarification of data limitations and verification needs

What Makes This Different

Cross-dataset consistency checks

Identifies inconsistencies between ACS, CHAS, and DOLA sources before they reach your HNA narrative.

Assumption and proxy flagging

Flags derived estimates and proxy data so reviewers understand what is measured vs. estimated.

Structured interpretation

Provides rule-based analysis tied to HNA planning relevance, not just raw data tables.

Defensibility-first design

Every metric includes confidence scoring, source attribution, and verification recommendations aligned with DOLA review expectations.

How Municipalities Use This

HNA Development

Baseline data and defensibility review for Housing Needs Assessment preparation.

Council Presentations

Executive-ready reports with clear indicators and supporting documentation.

Grant Applications

Structured data aligned with DOLA scoring criteria, HPLN requirements, and SB24 compliance.

Internal Planning

Policy discussion support with quantified housing indicators and risk assessment.

Typical Workflow

1

Intake and Data Collection

Client completes intake checklist. We gather ACS, CHAS, and DOLA data for the jurisdiction.

2

Data Structuring and Validation

Data is normalized, cross-referenced, and checked for consistency. Flags and assumptions are documented.

3

Dashboard and Report Generation

Interactive dashboard, printable report, and CSV export are generated with full defensibility layer.

4

Review and Delivery

Client reviews outputs. We address questions and provide final deliverables for HNA submission or grant use.

What This Is Not

This system supports HNA development by structuring and validating publicly available housing data. It does not replace full housing planning services, legal review, or statutory compliance requirements. All outputs should be reviewed by qualified staff before submission to DOLA or inclusion in grant applications.

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E&F Compliance Services | efcompliance.com | cecilia.s@efcompliance.com