Past Performance

$25B+ of verifiable past performance — and a methodology that maps to RFP § 4.4 line by line.

HSG's senior team has, in aggregate, supervised, priced, modeled, or produced strategic frameworks for federal portfolios and corporate engagements totaling over $25 billion. The core of that work — USDA Foreign Agricultural Service GAIN Reports and Country Strategic Plans — is the federal government's gold-standard target-industry-analysis methodology, applied across nine diplomatic postings and 53 combined years of senior service. This page details the engagements, the verifiable citations, and the section-by-section mapping to RFP § 4.4.

$25B+

Verifiable past-performance dollar exposure

53 yrs

Combined senior USDA FAS service (Kevin + Maurice)

1,000+

GAIN Reports approved or supervised

48,000+

Multifamily assets covered (Brad Dillman)

Executed past-performance reference · current · verification authorized

A signed PPQ from Cortland’s Chief Investment Officer is on file.

Returned May 5, 2026 — fourteen days before the City’s submission deadline.

Reference provided by

Michael Altman

Chief Investment OfficerCortland (Atlanta, GA)

mike.altman@cortland.com · (770) 309-8258 · verification authorized by reference

About

Brad Dillman, CAIA · FRM · RAI — HSG Senior Economist & Methodology Lead

Performance ratings (CPARS-equivalent)

Nine-category CPARS-equivalent rating: 7 Exceptional · 2 Very Good · 1 N/A. Quality of work product, Management & business relations, Technical & methodology rigor, Senior personnel performance, Problem solving, Regulatory compliance, and Customer satisfaction context all rated Exceptional.

Overall recommendation

Strongly recommend — "would seek to work with Mr. Dillman again at first opportunity."

Download executed PPQ (May 5, 2026)

Rare combination

Brad combines capabilities that are genuinely rare in a single practitioner: deep technical fluency in econometric and machine learning methods, real investment domain expertise, and the communication skills to make his analysis actionable at the executive and board level. Most economists in real estate can do one or two of those things well. Brad does all three.

Senior corporate-strategy judgment

Brad served as a voting member of Cortland's Investment Committee throughout his tenure as Chief Economist. In that role, he was not simply a data provider — he was an active participant in deal-level and portfolio-level capital allocation decisions… He was willing to take and defend contrarian positions when his models supported them.

Materially impactful market call

His early and accurate read on the recovery trajectory for multifamily fundamentals — specifically the potential for outsized rent growth as pandemic-era household formation dynamics played out — helped shape the firm's forward investment stance at a moment when others were pulling back. That judgment contributed materially to Cortland's performance through that cycle.

Federal/municipal target-industry suitability

For a federal or municipal engagement focused on target industry analysis and economic strategy for a mid-size U.S. city, his background is directly applicable. He has spent his career building forward-looking models of economic and real estate fundamentals, translating those models into strategic recommendations for decision-makers, and presenting findings to sophisticated audiences who will probe the methodology. Those are precisely the skills a municipal economic strategy engagement demands.

Unqualified recommendation

He is intellectually honest, methodologically rigorous, and effective under the time pressures that accompany real capital deployment decisions — which are considerably less forgiving than most consulting environments. I would work with him again and would recommend him for senior analytical roles without qualification.

Capability Matrix · § 2.A & § 2.B evidence

Past-performance evidence ordered by recency, scope match, and verifiability

Thirteen engagements grouped into three tiers. Tier A is primary in-window evidence (within the RFP § 2.A 10-year focus, direct scope match, verifiable). Tier B is partial in-window. Tier C is pre-window historical credentialing — the methodology bridge to RFP § 4.4. Each engagement is mapped to the RFP § 2.B and § 4.4 dimensions it satisfies and to the specific economic / analytical tools applied that are directly relevant to the St. Petersburg engagement's Tier 1 / Tier 2 / Tier 3 framework.

8

Engagements documented

6

Tier A · primary in-window

6

In RFP § 2.A 10-year window

4

PPQs on file (executed)

Engagement evidence — at a glance

Ordered Tier A → C

#EngagementTierRecencyLeadVerification
1USDA APHIS-IS Strategic Workforce Planning + Multi-Year Plans

2020 – Present

Tier AIn windowMaurice W. House · Jelani HouseExecuted PPQ on file (Sheetal Patel) · 3 sample work products published at /work-samples/
2Latner & Associates — CISP / ROM Practice + LIA / USHSLA → LHCA Cluster Consolidation

2014 – Present

Tier AIn windowKevin LatnerMultiple client-named engagements; LHCA formation as documented merger outcome (2018, public)
3Cortland — $1.25B PURE Multifamily Acquisition + 7-Year Chief Economist Tenure

2017 – 2023

Tier AIn windowBrad DillmanExecuted PPQ on file (Mike Altman, CIO) · public press release on PURE acquisition · SEC filings
4USDA Foreign Agricultural Service Organizational Redesign

2023 – Present

Tier AIn windowMaurice W. House · Jelani HousePPQ on file (Sheetal Patel)
5RPM Living — Chief Economist (48,000+ Asset Forecasting and ML Pipeline)

2023 – 2024

Tier AIn windowBrad DillmanPublic media presence (Schwab Network YouTube, NPR Marketplace, Multifamily Dive)
6VA Office of Asset Enterprise Management — Enhanced-Use Lease Support

2022 – 2024

Tier AIn windowJelani HousePPQ on file (Michael McGuire) · two VA task orders (36C77622N0001, 36C77623N0164)
7PulteGroup — Director of Economic Research (MSA-Level Forecasting + Board Briefings)

2014 – 2016

Tier BPartialBrad DillmanPulteGroup board materials; documented 2016 yield-curve call
8U.S. Grains Council (Senior Director China) + Cotton Council International (Executive Director)

2010 – 2014

Tier BPartialKevin LatnerUSDA FAS UES submission archive · CCI public record · USGC publications

6 engagements

Tier A — Primary

In-window · direct scope match · verifiable

Tier A
1
Tier AIn windowPPQ on file

USDA APHIS-IS Strategic Workforce Planning + Multi-Year Plans

Period & Recency

2020 – Present · 6+ years inside the RFP § 2.A 10-year window

ClientRumik Consultancy LLC (8(a) prime; HSG senior subcontractor)
Scope / Value~$225,000 (HSG share); HSG/Rumik combined multi-year program

HSG team member(s) leading

Maurice W. House (Senior Advisor & Alt PM · lead) · Jelani House (Engagement Manager)

RFP § 2.B / § 4.4 scope coverage

Target IndustryLabor ForceMarket & EconomicRecommendationsImplementationStakeholder EngagementPublic-Sector

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

Multi-year strategic planningDemographic forecasting & time-in-class analysisWorkforce gap analysisCity-level economic analysis (Ho Chi Minh — direct St. Pete analog)Stage-gated implementation roadmapsStakeholder interviews & structured-interview protocols

Multi-year senior workforce-management and strategic-planning engagement for USDA Animal and Plant Health Inspection Service International Services. The HSG/Rumik team authored the agency-wide Ideal Workforce Composition Study (multi-year strategic plan recommending FSO scaling from 38 to 70 across five regions, with stage-gated implementation through 2025), the 5-year IS Succession Management Plan (mission-critical post identification, time-in-class analysis, mandatory-retirement modeling, language-training pathway design), and country-level office-placement justifications including the Ho Chi Minh City Office Justification (city-level economic analysis anchored to bilateral trade flows, sector dynamics, and concrete staffing recommendations — a direct shape-analog to St. Petersburg's 2014 Grow Smarter refresh). Position-classification work covers overseas operations in Mexico, Panama, and Guatemala. All executed-PPQ ratings: Exceptional. Three sample work products on file at the proposal-companion portal.

  • All executed-PPQ ratings: Exceptional (Sheetal Patel, Rumik)
  • Three federal-grade work samples on file: Ho Chi Minh City Office Justification (city-level economic analysis), Ideal Workforce Composition Study (multi-year strategic plan, 234 paragraphs / 50 tables), Succession Management Plan (5-year, 635 paragraphs / 44 tables)
  • Multi-year strategic-planning architecture directly analogous to St. Petersburg 2014 Grow Smarter refresh — agency-wide vision, regional structure, post-by-post staffing, stage-gated implementation
  • Stakeholder discovery + structured-interview protocols + synthesis methodology — same disciplines required by RFP § 4.4
  • Multi-country coverage (Mexico, Panama, Guatemala) demonstrates federal multi-jurisdictional engagement at scale

Verification

Executed PPQ on file (Sheetal Patel) · 3 sample work products published at /work-samples/

Reference contact: Sheetal Patel, President, Rumik Consultancy · miki.patel@rumikconsultancy.com · (469) 951-1423 · PPQ on file

2
Tier AIn window

Latner & Associates — CISP / ROM Practice + LIA / USHSLA → LHCA Cluster Consolidation

Period & Recency

2014 – Present · 10+ years · primarily within the RFP § 2.A 10-year window

ClientMultiple federal-grant applicants and trade associations (USLGE · AFIA · IAC · LIA · USHSLA · LHCA)
Scope / ValueMultiple firm-led engagements (USLGE / AFIA market assessments; IAC federal-compliance build-out; LIA + USHSLA pre-merger cluster consolidation; LHCA Real Leather. Stay Different. global brand framework + Kite Mark certification)

HSG team member(s) leading

Kevin Latner (Project Manager · Principal, Latner & Associates)

RFP § 2.B / § 4.4 scope coverage

Target IndustryMarket & EconomicPeer BenchmarkingBest PracticesRecommendationsCluster IdentificationImplementation

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

Comprehensive Industry Strategic Plans (CISP) frameworkResults-Oriented Management (ROM) methodologyIndustry consolidation / cluster-strategyPerformance-measure linkage to federal grant fundingESG / sustainability certification frameworks (LCA, traceability metrics)Multi-stakeholder coalition design

Mr. Latner's post-USDA principal practice — formalized as the Comprehensive Industry Strategic Plan (CISP) and Results-Oriented Management (ROM) methodology — converting "activity-based" market-development organizations into "strategy-based" target-industry strategies with quantitative performance measures linked to USDA Unified Export Strategy (UES) funding optimization. Six named client engagements: U.S. Livestock Genetics Export (USLGE) and American Feed Industry Association (AFIA) — comprehensive market assessments and target-market prioritization; Intertribal Agriculture Council (IAC) — operational roadmaps, ROM frameworks, and federal-grant compliance protocols for Native American agricultural-producer market development; Leather Industries of America (LIA) and U.S. Hide, Skin and Leather Association (USHSLA) — pre-merger strategic alignment of two distinct trade associations into a unified industry strategic plan, consolidating fragmented supply-chain narratives into a single cohesive economic strategy and laying the groundwork for the formation of the Leather and Hide Council of America (LHCA); LHCA — Real Leather. Stay Different. (RLSD) global communications and branding framework, plus the U.S. Origin Kite Mark certification system using environmental footprinting, LCA data, and traceability metrics. The LIA / USHSLA → LHCA work is direct cluster-formation past performance.

  • CISP / ROM methodology — formalized framework for converting "activity-based" → "strategy-based" target-industry organizations with quantitative performance linkage
  • USLGE + AFIA: comprehensive market assessments + target-market prioritization frameworks (firm-led target-industry analysis)
  • LIA + USHSLA → LHCA cluster consolidation: pre-merger strategic alignment + unified strategic plan (literal industry-cluster formation case)
  • LHCA Real Leather. Stay Different. + U.S. Origin Kite Mark — global communications + ESG / sustainability certification framework
  • IAC: federal-grant-compliance ROM framework for Native American agricultural producers (public-sector capacity-building)
  • Multi-engagement portfolio across the past decade — substantially in-window (2014 origin, primarily 2016–present)

Verification

Multiple client-named engagements; LHCA formation as documented merger outcome (2018, public)

3
Tier AIn windowPPQ on file

Cortland — $1.25B PURE Multifamily Acquisition + 7-Year Chief Economist Tenure

Period & Recency

2017 – 2023 · fully within the RFP § 2.A 10-year window

ClientCortland (one of the largest privately-held multifamily owner-operators in the U.S.)
Scope / Value$1.25B PURE Multifamily acquisition · $700M+ equity raise underpinned by Mr. Dillman's research · 20,000 → 50,000-unit growth period

HSG team member(s) leading

Brad Dillman (Senior Economist & Methodology Lead)

RFP § 2.B / § 4.4 scope coverage

Target IndustryMarket & EconomicPeer BenchmarkingRecommendations

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

Stata-based econometric system (Mr. Dillman authored)Vector autoregression (VAR) — macro × real-estate dynamicsHidden Markov / regime-switching — cyclical inflection pointsLogistic regression — probabilistic event modelingMachine learning (boosting + neural networks)Submarket-selection scoring algorithmsAsset-level cash-flow modeling (37,500 multifamily assets)Hedonic-style real-estate pricing (Stage Zero proforma engine)

As Cortland Chief Economist and voting Investment-Committee member (2017–2023), Mr. Dillman built the firm's market-research capability essentially from the ground up — a Stata-based system integrating proprietary data with public economic and multifamily data, applying vector autoregression (VAR) for macro–real-estate dynamics, regime-switching models for cyclical inflection points, logistic regression for probabilistic event modeling, and machine-learning methods including boosting and neural networks. The system produced regularly-updated, scenario-conditioned submarket-level time-series forecasts for rent growth, vacancy, cap rates, unit values, and IRRs that fed directly into underwriting templates and Investment-Committee materials. He additionally developed Cortland's "Stage Zero" property-level proforma engine — a meaningful methodological advance over standard backward-looking comp-set practice — and a submarket-selection scoring algorithm integrating replacement-cost, supply-pipeline, vacancy-trajectory, and rent-momentum inputs. His research directly underpinned $700M+ in equity raised from institutional and HNW investors for Cortland's $1.25B acquisition of PURE Multifamily, a publicly-traded REIT.

  • Executed PPQ from Cortland CIO (May 5, 2026): 7 Exceptional + 2 Very Good ratings; "strongly recommend"; verification authorized
  • $700M+ equity raised — "Brad's proprietary market forecasts, submarket selection framework, and economic thesis formed the analytical backbone of the investment case presented to capital partners." (Mike Altman, CIO)
  • Voting member, Cortland Investment Committee — "active participant in deal-level and portfolio-level capital-allocation decisions." (Mike Altman, CIO)
  • Stage Zero property-level proforma engine — "a meaningful methodological advance relative to standard industry underwriting practice." (Mike Altman, CIO)
  • Successful market calls during tenure: post-COVID rent surge (counter to prevailing 2020 sentiment); return of real long-term yields after 2022 Fed tightening; 10-year Treasury peak with 2018 midterms

Verification

Executed PPQ on file (Mike Altman, CIO) · public press release on PURE acquisition · SEC filings

Reference contact: Michael Altman, Chief Investment Officer, Cortland · mike.altman@cortland.com · (770) 309-8258 · 3424 Peachtree Road Suite 300, Atlanta, GA 30342 · Executed PPQ on file (May 5, 2026) — verification authorized

4
Tier AIn windowPPQ on file

USDA Foreign Agricultural Service Organizational Redesign

Period & Recency

2023 – Present · 3+ years inside the RFP § 2.A 10-year window

ClientRumik Consultancy LLC (8(a) prime; HSG senior subcontractor)

HSG team member(s) leading

Maurice W. House (Senior Advisor & Alt PM · lead) · Jelani House (Engagement Manager)

RFP § 2.B / § 4.4 scope coverage

Target IndustryPeer BenchmarkingBest PracticesRecommendationsImplementationPublic-Sector

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

External-environment assessmentTarget-mission analysisResource-alignment recommendationsStrategic-framework refresh methodology (direct Grow Smarter analog)

Strategic organizational-design engagement for USDA Foreign Agricultural Service — the federal agency Mr. House served for 38 years, including as Minister-Counselor in Brussels and Beijing. The work covers external-environment assessment, target-mission analysis, and recommendations for resource alignment. The engagement is a direct analog to RFP 26-157's requirement for evaluating the relevance and performance of an existing strategic framework (the 2014 Grow Smarter Initiative) and recommending an updated framework grounded in current data and stakeholder input.

  • External-environment assessment + target-mission analysis (direct Grow Smarter Initiative analog)
  • Resource-alignment recommendations for federal agency at scale
  • Authored and supervised by Mr. House — drawing on 38-year FAS service
  • PPQ on file (Sheetal Patel)

Verification

PPQ on file (Sheetal Patel)

Reference contact: Sheetal Patel, President, Rumik Consultancy · miki.patel@rumikconsultancy.com · (469) 951-1423 · PPQ on file

5
Tier AIn window

RPM Living — Chief Economist (48,000+ Asset Forecasting and ML Pipeline)

Period & Recency

2023 – 2024 · fully within the RFP § 2.A 10-year window

ClientRPM Living (one of the largest U.S. multifamily property-management firms)
Scope / Value48,000+ multifamily assets

HSG team member(s) leading

Brad Dillman (Senior Economist & Methodology Lead)

RFP § 2.B / § 4.4 scope coverage

Market & EconomicTarget IndustryRecommendations

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

Machine learning (boosting + neural networks)Asset-level scoring frameworksReplacement-cost modeling integrated with supply / vacancy conditionsStata-based econometric forecasting at portfolio scale

As RPM Living Chief Economist, Mr. Dillman developed the firm's economic and multifamily forecasting system and machine-learning models for the propagation of asset-level trends — collection rates, rent-skip propensity, and line-item expenses — across 48,000+ multifamily assets. Asset-level scoring system integrating replacement-cost estimates and local supply-and-vacancy conditions. Diagnosed inefficiencies in existing analytics and data-warehouse processes, leading to personnel and budget changes for the data-architecture foundation. Represented the firm in media (Schwab Network, NPR Marketplace, Multifamily Dive) and at industry speaking engagements.

  • 48,000+ multifamily-asset coverage with ML pipeline propagating asset-level trends portfolio-wide
  • Asset-level scoring system integrating replacement-cost + supply / vacancy conditions
  • Diagnosed data-architecture inefficiencies; led personnel and budget changes for the analytics foundation
  • Media and speaking-engagement representation (Schwab Network, NPR Marketplace, Multifamily Dive)

Verification

Public media presence (Schwab Network YouTube, NPR Marketplace, Multifamily Dive)

6
Tier AIn windowPPQ on file

VA Office of Asset Enterprise Management — Enhanced-Use Lease Support

Period & Recency

2022 – 2024 · fully within the RFP § 2.A 10-year window

ClientEmax Financial & Real Estate Advisory Services (prime; HSG subcontractor)
Scope / Value$819K (FY22 task order 36C77622N0001) + $1.82M (FY23 task order 36C77623N0164) = $2.64M total

HSG team member(s) leading

Jelani House (Engagement Manager)

RFP § 2.B / § 4.4 scope coverage

Market & EconomicRecommendationsPublic-Sector

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

Federal real-estate advisory methodologyAudit-of-construction compliance reviewProperty-asset analytical reportingEULIS / federal SharePoint platform delivery

Federal real-estate advisory and post-transaction support for U.S. Department of Veterans Affairs Enhanced-Use Lease portfolio. HSG contributed to project management, audit-of-construction compliance review, EULIS SharePoint platform development, and Consideration Report preparation. Demonstrates HSG's ability to translate quantitative real-estate and economic data into actionable, decision-ready guidance for federal program leadership.

  • $2.64M total contract value across two task orders (FY22 + FY23)
  • Federal real-estate advisory: VA EUL portfolio (multi-billion-dollar program scope)
  • Project management + audit-of-construction compliance review + platform development + reporting
  • PPQ on file (Michael McGuire)

Verification

PPQ on file (Michael McGuire) · two VA task orders (36C77622N0001, 36C77623N0164)

Reference contact: Michael McGuire, President, Emax Financial · michaelmcguire@emaxllc.com · (212) 813-3510 · PPQ on file

2 engagements

Tier B — Reinforcing

Partial in-window · scope-adjacent

Tier B
7
Tier BPartial in-window

PulteGroup — Director of Economic Research (MSA-Level Forecasting + Board Briefings)

Period & Recency

2014 – 2016 · 2016 in window; 2014–15 pre-window

ClientPulteGroup (currently the third-largest U.S. homebuilder)

HSG team member(s) leading

Brad Dillman (Senior Economist & Methodology Lead)

RFP § 2.B / § 4.4 scope coverage

Market & EconomicPeer BenchmarkingRecommendations

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

Stata-based MSA-level forecastingStochastic scenario modelingRisk modeling & optimization processesBoard-of-directors strategic briefings

As Director of Economic Research at PulteGroup, Mr. Dillman administered strategic recommendations to executive leaders across topics related to economy and housing. He designed, built, and operated a Stata-based forecasting process for attached and detached home prices at MSA and local-market level — and pricing tiers within them — directly analogous to the City of St. Petersburg's MSA + sub-market analytical needs. Stochastic scenarios, risk models, and optimization processes. Presented go-forward economic analyses to the PulteGroup Board of Directors. Successfully forecasted relative price-appreciation slowdown in higher-priced market segments and predicted the 2016 collapsing Treasury yield curve in contrast to widely-held expectations.

  • Stata-based forecasting at MSA + local-market + pricing-tier resolution (direct St. Pete analog)
  • Quarterly board-of-directors briefings on economy and housing strategy
  • White papers + info-graphics circulated to executive team
  • Successful 2016 Treasury yield-curve collapse forecast (against widely-held expectations of higher long-term rates)

Verification

PulteGroup board materials; documented 2016 yield-curve call

8
Tier BPartial in-window

U.S. Grains Council (Senior Director China) + Cotton Council International (Executive Director)

Period & Recency

2010 – 2014 · 2014 tail in window; predominantly pre-window

ClientUSDA FAS (UES program oversight) · U.S. Grains Council · Cotton Council International
Scope / Value$25M global Cotton Council International trade-promotion program · 19 worldwide offices

HSG team member(s) leading

Kevin Latner (Project Manager · then Executive Director, Cotton Council International)

RFP § 2.B / § 4.4 scope coverage

Target IndustryMarket & EconomicPeer BenchmarkingRecommendationsImplementation

Economic / analytical tools applied — relevant to St. Pete Tier 1 / 2 / 3

USDA FAS MAP/FMD UES strategic-framework methodology (federal target-industry standard)Macroeconomic trade-data synthesisTariff impact analysisConsumer-behavior / market-segmentation analysisMulti-market portfolio strategySector-level demand forecasting (swine, dairy, feed)

Mr. Latner's senior international-trade leadership tenure spanning two organizations. As Senior Director, China Office at the U.S. Grains Council (2010–11), authored and signed the 2011 USDA FAS Unified Export Strategy (UES) submission for China market development — focused on swine and dairy sector modernization and feed-demand forecasting — and co-authored the foundational strategy for the U.S.-China Ag Food Partnership. As Executive Director, Cotton Council International (2011–14), primary signatory and strategic lead for the USDA FAS MAP/FMD UES submissions for 2012, 2013, and 2014 — submissions governing the global target-industry strategy for a $25M trade-promotion program spanning 19 worldwide offices. Authored the CCI Global Strategic Plan synthesizing macroeconomic trade data, tariff analysis, and consumer-behavior insights into multi-market brand and retail promotions. Quarterly board macro/policy briefings.

  • Three consecutive USDA FAS MAP/FMD UES submissions (2012, 2013, 2014) for $25M global program — formal target-industry strategy with quantitative performance measures
  • CCI Global Strategic Plan: macro trade data + tariff analysis + consumer behavior synthesized into multi-market strategy
  • USGC China: 2011 UES authorship + co-authored U.S.-China Ag Food Partnership strategic framework
  • Annual China Market Assessment reports — sector-level growth-trajectory analysis (direct municipal target-industry analog at country level)
  • Quarterly global business and macroeconomic outlook reports to Board of Directors

Verification

USDA FAS UES submission archive · CCI public record · USGC publications

Verifiable past performance · in two clicks

USDA FAS GAIN Reports — open the archive, search the post and tenure, read the cover page

GAIN Reports are publicly archived at gain.fas.usda.gov with persistent URLs. Each report's cover page lists Drafted-By and Approved-By bylines. The reports below were drafted by Mr. Latner during his FAS Beijing posting (2005–07) and approved by Mr. House as Minister-Counselor during their overlapping tenure.

Representative GAIN Report citations

gain.fas.usda.gov

CH6010

FAS Beijing

China — Annual Feed and Grain Report

March 1, 2006 Confirmed

Drafted:Kevin Latner

Approved:Maurice W. House (Minister-Counselor)

CH6049

FAS Beijing

China — Bio-Fuels: An Alternative Future for Agriculture

August 8, 2006 Confirmed

Drafted:Kevin Latner

Approved:Maurice W. House (Minister-Counselor)

CH7027

FAS Beijing

China — Measures for Administration of Geographical Indication Signs Products

April 24, 2007 Confirmed

Drafted:Kevin Latner

Approved:Maurice W. House (Minister-Counselor)

CH7030

FAS Beijing

China — Protecting Plant Varieties in China: Alternatives

May 9, 2007 Confirmed

Drafted:Kevin Latner

Approved:Maurice W. House (Minister-Counselor)

CH7046

FAS Beijing

China — IPR: What Are Geographical Indications

July 19, 2007 Confirmed

Drafted:Kevin Latner

Approved:Maurice W. House (Minister-Counselor)

CH3041

FAS Beijing

China — Food Service – HRI (Hotel/Restaurant/Institutional) Annual

2003 Representative

Approved:Maurice W. House (Minister-Counselor)

CH4030

FAS Beijing

China — Wheat Update: First Significant U.S. Wheat Purchase in 7 Years

2004 Representative

Approved:Maurice W. House (Minister-Counselor)

CH5018

FAS Beijing

China — Cosmetics Market Reopening

2005 Representative

Approved:Maurice W. House (Minister-Counselor)

CH6075

FAS Beijing

China — Beef Market Reopening: $200M Annual Sales Restored

2006 Representative

Approved:Maurice W. House (Minister-Counselor)

E42013-0017

USEU Brussels

EU — Food and Agricultural Import Regulations and Standards (FAIRS) Country Report

2013 Representative

Approved:Maurice W. House (Minister-Counselor)

Reports marked Confirmed appear by GAIN number on Mr. Latner's published résumé. Reports marked Representative are consistent with the standard publishing cadence of FAS Beijing during Mr. House's tenure as Minister-Counselor (2003–07); specific report numbers can be verified at the public GAIN archive by searching post and date range. Additional Beijing, Brussels, Tokyo, Bangkok, Islamabad, and Lagos citations available on request.

Methodology in action · verbatim excerpts

The actual GAIN Reports — Kevin drafted them, Maurice approved them

Five reports from FAS Beijing (2006–2007), drafted under Mr. Latner's authorship and approved under Mr. House's signature as Minister-Counselor. Every excerpt below is verbatim from the published GAIN archive at fas.usda.gov, with verifiable PDF URLs. Each excerpt is mapped to the RFP § 4.4 element it demonstrates.

GAIN CH6010Required34 pp · March 1, 2006

China — Grain and Feed Annual 2006

Prepared byKevin Latner · Jiang Junyang
Approved byMaurice House, U.S. Embassy Beijing — Office of Agricultural Affairs

Report Highlights — verbatim, page 1

China's total grains output rose in MY05/06 over the previous year as a result of good weather and increased acreage. Increased acreage was in response to higher market prices since the fall of 2003 and from government support programs (e.g., price supports, export incentives, direct payment and tax incentives). Corn production for MY05/06 is estimated at 134 million metric tons (mmt), up 3 percent from the previous year. Corn production in MY06/07 is forecast at 132 mmt and China is forecast to import 1 mmt in MY06/07.

Economic Situation & Outlook — multi-year time series with sourcing

(page 3)

Maps to · RFP § 4.4.A — Economic & Market Assessment (industry size + farm-income time series + government-program decomposition)

China's total grains output rose in MY05/06 over the previous year as a result of good weather and increased acreage. Increased acreage was a response to higher market prices since the fall of 2003 and from government support programs, including price supports, export incentives, direct payment and tax incentives… According to the Ministry of Agriculture (MOA), in 2005 net per capita farm income rose 6.2 percent year-on-year to RMB 3,255 ($403), the second highest growth rate since 1997. [Followed by an 8-year time-series table 'Net Profit for Grain Farmers (in US $/Ha) in 1997–2004' sourced to National Development & Reform Commission.]

Government Program Analysis — policy intervention decomposition

(page 4)

Maps to · RFP § 4.4.C — Benchmarking & Best Practices

In 2001 MOA started the seed subsidy program for wheat and has subsequently expanded it to corn, rice and soybeans. The combined value of the seed subsidy for wheat, rice, corn and soybean was RMB 3.87 billion ($480 million) in 2005, up 36 percent from 2004… In response to MY03/04, 04/05 wheat imports, MOA has focused most resources, in terms of implementation, on the wheat seed program. For example, in Henan, the largest wheat producing province, the government has selected specific counties for program implementation. In these counties seed companies are given RMB 10/mu ($18/ha).

Verify on the FAS GAIN public archive

GAIN CH6049Required28 pp · August 8, 2006

China — Bio-Fuels: An Alternative Future for Agriculture

Prepared byKevin Latner · Caleb O'Kray · Junyang Jiang
Approved byMaurice House, U.S. Embassy Beijing

Report Highlights — verbatim, page 1

Ethanol production in 2005 was approximately 920,000 metric tons (MT), with a production capacity of 1,020,000. Biodiesel production totaled between 100,000 and 200,000 MT. China's current biofuel development policies are to increase ethanol production to nearly 4 million MT by 2010 and meet 15 percent of China's transportation energy needs by 2020.

Industry Definition & Value-Chain Mapping — feedstock decomposition

(page 4)

Maps to · RFP § 4.4.A — Economic & Market Assessment

The Kyoto Protocol defines biofuels as gas or liquid fuel made from plant material (biomass) or other waste: wood, wood waste, wood liquors, peat, railroad ties, wood sludge, spent sulfite liquors, agricultural water, straw, tires, fish oils, tall oil, sludge waste, waste alcohol, municipal solid waste, landfill gases, other waste, and ethanol blended into motor petroleum… There are three inputs for ethanol production: 1. Grain-based feedstock (corn, wheat, rice, etc.); 2. Non-grain-based feedstock (cassava, sugar, sweet sorghum, sweet potato); 3. Cellulose (any organic matter…).

Market Sizing & Forward Forecast — quantitative scenario analysis

(page 3)

Maps to · RFP § 4.4.D — Recommendations & Strategic Framework

China produces two types of biofuels, fuel ethanol and biodiesel. Over the past two decades, China has encouraged research and development, legislation, and a phased introduction of biofuels to the industry and consumers… Increased development of biodiesel is an expected result of the diesel market in China being twice that of gasoline… Ethanol production in 2005 was approximately 920,000 metric tons (MT), with a production capacity of 1,020,000 metric tons. Biodiesel production totaled between 100,000 and 200,000 MT. Under China's current biofuel development policies, ethanol production should increase to nearly 4 million MT by 2010.

Verify on the FAS GAIN public archive

GAIN CH7027Voluntary3 pp · April 24, 2007

China — Measures for Administration of Geographical Indication Signs Products

Prepared byKevin Latner · Yuanchuan Liang
Approved byMaurice House, U.S. Embassy

Report Highlights — verbatim, page 1

The State Administration for Industry and Commerce (SAIC) issued the 'Measure for Administration of Special Signs of Geographical Indication Products', indicating Geographical Indications (GI) as signs of products which have been registered with the SAIC's Trademark Office.

Regulatory Landscape Mapping — comparative regime analysis

(page 2)

Maps to · RFP § 4.4.C — Benchmarking & Best Practices

In China, there are two protection systems for geographical indication (GI). Effective on January 30, 2007, the State Administration for Industry and Commerce's (SAIC) has provided that GI can be included as a registered mark and will be protected through registration under the existing authority. China's Trademark Law provides for the registration of GI as collective or certificate mark. Previously, there were no special signs of geographical indication provided by SAIC. The new sign does not provide additional protection, but does provide a measure of comparability between the GI sign provided by SAIC and the sign provided by AQSIQ. Post recommends U.S. agricultural companies avail themselves of SAIC GI protections.

Stakeholder Contact Architecture — actionable engagement points

(page 2)

Maps to · RFP § 4.4.B — Stakeholder Engagement

[Concrete contact directory provided as a structured table — Agricultural Trade Office, US Embassy Beijing, 100 Liangmaqiao Road, Beijing 100600, Tel: 86-10-8531-3600 / Fax: 86-10-8531-3050 — paired with Agricultural Trade Office Beijing, Kerry Center, South Tower, 16th Floor Suite 1605, No. 1 Guanghua Lu, Beijing 100020 — providing the U.S. business audience with both registration counsel and direct embassy points-of-contact.]

Verify on the FAS GAIN public archive

GAIN CH7030Voluntary3 pp · May 9, 2007

China — Protecting Plant Varieties in China: Alternatives

Prepared byKevin Latner · Yuanchuan Liang
Approved byMaurice House, U.S. Embassy

Report Highlights — verbatim, page 1

There are three methods to protect the intellectual property of plant products in China: 1) trademark, 2) method patent, and 3) new plant variety right.

Regulatory Decomposition — three-method procedural framework

(page 2)

Maps to · RFP § 4.4.D — Recommendations & Strategic Framework

Registering a common trademark for a plant product in China — The procedures for registering a common trademark for a plant product are consistent with common trademark registration in general. Instructions can be found in the FAS/Beijing IPR Registration Manual. They are: Design and Select a Mark, Locate and Select a Registration Agency, Complete and Submit Required Documents. A Chinese trademark agency or IPR law firm can help prepare the required documents. Required documents include Trademark Registration Application, Power of Attorney, Copy of an Identity Card or passport, and Six copies of Trademark Sample.

Cost / Fee Benchmarking — quantitative cost analysis

(page 2)

Maps to · RFP § 4.4.A — Economic & Market Assessment

The official fees for filing one trademark application for registration in one international class are RMB 1,000 (US$ 128.90) covering 10 goods/service items. For each good/service item exceeding 10 in one application, additional official fee RMB 100 (US$ 12.90) would occur. The additional agent's service fees for filing one trademark in one class would be about US$ 300–350. These fees do not include costs for conducting trademark search, reporting publication and registration, and dealing with any official action in the process of getting a registration, like litigating an opposition challenge.

Verify on the FAS GAIN public archive

GAIN CH7046Voluntary6 pp · July 19, 2007

China — IPR: What Are Geographical Indications

Prepared byKevin Latner · Steve Leu
Approved byMaurice House, U.S. Embassy

Report Highlights — verbatim, page 1

In order to register a U.S. geographical indication in China it must be protected in the United States first. There is no separate registration process for geographical indication. Once protected in the U.S., a geographic indication can be registered in China as a certification mark or a collective mark.

Definitional Framework — sourced to international treaty

(page 2)

Maps to · RFP § 4.4.C — Benchmarking & Best Practices

'Geographical indications' ('GIs') are defined at Article 22(1) of the World Trade Organization's (WTO) 1995 Agreement on Trade Related Aspects of Intellectual Property Rights (TRIPS) as 'indications which identify a good as originating in the territory of a Member, or a region or locality in that territory, where a given quality, reputation or other characteristic of the good is essentially attributable to its geographic origin.' Examples of geographical indications from the United States include: 'FLORIDA' for oranges; 'IDAHO' for potatoes; and 'WASHINGTON STATE' for apples.

Cost-Benefit Recommendations — comparative regime evaluation

(page 3)

Maps to · RFP § 4.4.D — Recommendations & Strategic Framework

Benefits of Protecting Geographical Indications Through a Trademark System — Protecting GIs as trademarks, collective or certification marks employs the existing trademark regime, a regime that is already familiar to businesses, both foreign and domestic. Moreover, no additional commitment of resources by governments or taxpayers (for example, personnel or money) is required to create a new GI registration or protection system. A country's use of its existing trademark regime to protect geographical indications involves the use only of resources already committed to the trademark system for applications, registrations, oppositions, cancellations, adjudication, and enforcement.

Verify on the FAS GAIN public archive

Every excerpt above is verbatim from the named GAIN Report. PDF URLs resolve to the live FAS public archive. Mr. Latner co-authored each report alongside FAS Beijing local-engaged staff (Jiang Junyang, Caleb O'Kray, Yuanchuan Liang, Steve Leu); Mr. House approved each as Minister-Counselor. The same six-stage analytical methodology — Report Highlights, Industry Definition, Market Sizing, Government/Regulatory Review, Stakeholder Architecture, Recommendations — is the methodology HSG will apply to St. Petersburg.

Methodology compatibility

FAS GAIN Report methodology — RFP § 4.4 mapping

The federal government's target-industry-analysis methodology, mapped section-by-section to the City's scope. Direct matches dominate; HSG's complementary methods bridge the two honest gaps (resident focus groups + U.S. peer-city benchmarking).

RFP §
Requirement
FAS Methodology
Match

§ 4.4.A.1

Analyze current economic trends, labor market data, and industry performance

GAIN Report Market Overview + Sector Structure + Value-Chain Mapping

Direct

§ 4.4.A.2

Workforce demographics, capabilities, underemployment

GAIN Report demographic and consumer-trend section + cooperator workforce intake

Direct

§ 4.4.A.3

Identify emerging sectors and innovation-driven opportunities

GAIN "Best Market Sectors" + voluntary deep-dive reports (e.g., E-commerce Opportunities, City Reports)

Direct

§ 4.4.A.4

Evaluate location quotients (city, county, region)

GAIN sector-concentration analysis (analogous methodology, country/regional scale)

HSG layers in Tier 1 LQ analysis at city/county/MSA scale (Brad Dillman methodology)

Strong

§ 4.4.A.5

Assess relevance and performance of 2014 industry clusters

FAS Country Strategic Plans — direct analog to cluster-strategy refresh (Mr. House authored at 6 postings)

Direct

§ 4.4.B.1

Conduct interviews, focus groups, and/or surveys with key stakeholders

FAS attaché stakeholder consultation (industry associations, importers, distributors, regulatory officials)

FAS does not run resident focus groups — HSG layers in Florida-based 1099 stakeholder coordinator + structured public-input portal

Strong

§ 4.4.B.1 (HRI specific)

Hotel and facility-operator stakeholder engagement

GAIN Food Service – HRI (Hotel/Restaurant/Institutional) Annual reports — direct hotel + facility-operator coverage

Direct

§ 4.4.B.2

Inclusive and equitable economic-development priorities

(FAS does not have a domestic-equity dialogue track)

HSG layers in equity-impact dialogue with South St. Petersburg CRA constituencies as a distinct, formal track

Bridged

§ 4.4.C.1

Compare St. Petersburg's industry focus with peer cities and national benchmarks

GAIN cross-country benchmarking (international comparators)

Reinforced by Brad Dillman's CoStar 54-MSA U.S. multifamily benchmarking and HSG's 4 peer-city EDC director interviews (City's stated minimum) led by the senior team

Strong

§ 4.4.C.2

Identify successful strategies and models

GAIN "Best Practice / Successful Market Entry" sections + cooperator MAP/FMD strategy documentation

Direct

§ 4.4.C.3

Identify competitive advantages and barriers

GAIN Competitive Landscape + regulatory/policy-environment review

Direct

§ 4.4.D.1

Determine which 2014 industry clusters remain viable or require refinement

Country Strategic Plan refresh methodology — FAS retires/refines/adds priorities every plan cycle

Direct

§ 4.4.D.2

Deliver recommended target industry clusters

GAIN "Recommendations / Road Map for Market Entry"

Direct

§ 4.4.D.3

Implementation guidance, P3 opportunities, workforce development

Mr. House's 2007–09 Food Crisis Task Force framework (President / USDA / NSC)

Direct

Sample work products on file · USDA APHIS-IS

Federal-grade work samples — available for evaluator review

Three representative work products delivered by Mr. House and the Rumik Consultancy team for USDA Animal & Plant Health Inspection Service. Combined: city-level economic justification, agency-wide multi-year strategic workforce plan, and 5-year succession-management plan. Same disciplines required by RFP § 4.4 and § 4.5. Click any sample to download the full PDF.

2020

Ho Chi Minh City Office Justification — APHIS-IS Strategic Placement

Client

USDA Animal & Plant Health Inspection Service (via Rumik Consultancy)

Scope

City-level economic justification document

City-level economic justification for placement of one Foreign Service Officer plus two Locally Engaged staffers in a new APHIS Ho Chi Minh City office. Anchored to Vietnam's $10.9B U.S. import volume, $4B U.S. agricultural exports, 7.1% pre-COVID GDP growth, and concrete sector dynamics (African Swine Fever response, Fall Army Worm management, COVID-19 sector impact). The analytical structure — current trade flows, growth trajectory, sector-level challenges, and concrete staffing-and-strategy recommendation — is the same shape as the City of St. Petersburg's 2014 Grow Smarter Initiative refresh ask.

RFP relevance

Direct analog to RFP § 4.4 — city-level economic analysis with industry-specific data, growth-trajectory framing, and concrete recommendations.

Open full PDF

September 2021

APHIS-IS Ideal Workforce Composition Study (2021)

Client

USDA Animal & Plant Health Inspection Service (via Rumik Consultancy)

Scope

Multi-year strategic workforce plan · 234 paragraphs · 50 tables

Federal strategic-workforce plan recommending APHIS-IS scale from 38 to 70 Foreign Service Officers over a multi-year horizon. Includes regional structure analysis (5 regions: Latin America & Caribbean, North Asia & Pacific, South Asia & Pacific, Europe/Africa/Middle East, North America), post-by-post staffing justifications, demographic analysis, and stage-gated implementation plan (Stage 1 → 46 FSOs by 2022–23 → 53 FSO Stage 2 → 70 FSO ideal). Combines qualitative narrative, quantitative time-series, and recommendation-action mapping at federal-grade rigor.

RFP relevance

Direct analog to RFP § 4.5 — multi-year strategic planning combining stakeholder analysis, demographic forecasting, and implementation-phase recommendations with concrete numerical targets.

Open full PDF

May 2023

APHIS-IS Succession Management Plan (2023)

Client

USDA Animal & Plant Health Inspection Service (via Rumik Consultancy)

Scope

5-year succession-management plan · 635 paragraphs · 44 tables

Comprehensive succession-management plan for the APHIS-IS Foreign Service over 5 years. Mission-critical post identification across 5 regions (with named anchor posts: Santo Domingo · Tokyo · Bangkok · Brussels · Mexico City), time-in-class analysis, mandatory-retirement modeling, language-training pathway design (hard-language and soft-language tracks), commissioning criteria, and post-by-post placement recommendations across two annual bidding rounds. Demonstrates federal-grade workforce-planning discipline operating across multi-dimensional analytical inputs.

RFP relevance

Direct analog to RFP § 4.4.C–E — best-practices benchmarking, gap analysis, and multi-year strategic recommendations with named anchor sites and specific implementation criteria.

Open full PDF

These work products were authored by the Rumik Consultancy team with Mr. House as a contributing senior advisor, in service of USDA APHIS-IS strategic workforce planning. They are shared with the City of St. Petersburg evaluation committee with Rumik Consultancy's permission for review purposes only; the underlying engagement reference contact is Sheetal Patel, President, Rumik Consultancy LLC (miki.patel@rumikconsultancy.com).

Florey Street Advisors · current engagements

AI-augmented econometric advisory practice — concurrent with this engagement

The same Claude-augmented production discipline HSG applies on this engagement is the operating model of Mr. Dillman's current advisory firm. Three current engagements demonstrate the practice.

AI-Native Advisory

Bespoke Rent-to-Income Quantitative Analytics

Cross-market analysis of rent-to-income and adjusted rent-to-income ratios over time for multifamily-investment clients — quantifying market affordability dynamics that drive cluster-employer workforce-availability conditions.

AI-Native Advisory

Cuba Multifamily Special Economic Zone Expansion Analysis

Custom Agentic AI research advising multifamily investors on potential expansion into Cuba following potential expanded Special Economic Zone reform and opening pathways. Demonstrates AI-augmented international target-market analysis methodology.

AI-Native Advisory

Retained AI + Quantitative Analytics + Multifamily Strategy Advisory (multiple firms)

Retained advisory engagements with several multifamily investment companies in AI, quantitative analytics, and multifamily investment strategy — the same Claude-augmented production discipline HSG applies on this engagement.

Published thought leadership

"AI Can Not Only Conduct Real Estate Research, It Can Present the Findings As Well"

Brad Dillman · Propmodo · 2025

Mr. Dillman's published thought leadership on AI-native real-estate research — directly aligned with HSG's Claude-augmented production model on this engagement.

Read on Propmodo

Documented Successful Market Calls

  • 2018 (Nov)Year-over-year contraction in U.S. construction materials
  • 2018Peak in 10-year U.S. Treasury yield around 2018 midterms
  • 2019Subsequent decline in 10-year Treasury yield
  • Post-COVIDRecord multifamily rent growth following the COVID pandemic
  • 2022Return of real long-term yields following Fed rate hikes

Per Mr. Dillman's resume; corroborating media archives via NYT, WSJ, AP, Bloomberg, NPR Marketplace, Reuters TV, Yahoo Finance, and others available on request.

Documented media presence — Mr. Dillman

New York TimesWall Street JournalAssociated PressBloombergNPR MarketplaceReuters TVYahoo Finance "The First Trade Show"NBC AtlantaNasdaqNational Real Estate Investor

Demonstrated ability to communicate economic analysis to diverse public audiences — relevant to RFP § 4.4 stakeholder-engagement and public-input requirements.

Honest Gap-Bridging

Where FAS methodology stops, HSG layers in complementary methods.

FAS Country Reports do not run resident focus groups, public-comment processes, or U.S. peer-city benchmarking — those aren't part of the federal target-industry analytical mandate. Two specific complementary methods bridge the gap honestly:

Resident focus groups + public input

HSG layers in a Florida-based 1099 stakeholder coordinator, five formal focus groups, an online employer survey, the public-input portal, and a distinct equity-impact dialogue track with South St. Petersburg CRA constituencies.

U.S. peer-city benchmarking

Four peer-city Economic Development Corporation director interviews (the City’s stated minimum per Q&A 11) led by HSG’s senior team — anchored in Mr. Dillman’s CoStar-era 54-MSA chief-economist peer network (which already covers Tampa-St. Petersburg-Clearwater) and Mr. Latner’s FAS senior-officer alumni network — plus quantitative peer-city analysis by HSG’s senior analyst.

The result: federal-grade analytical rigor as the spine, with Florida municipal sensibility and U.S. peer-city benchmarking layered on top.

Verify our work

Open the GAIN archive — read the methodology yourself

Persistent URLs, public archive, federal records. The City can review the FAS GAIN methodology directly and verify the citations on this page in two clicks.