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SCHAEFER

Jean-Pierre

SCHAEFER

Ad-Hoc Expert

Generic Skills

B.1. Understanding of integrated and sustainable urban development: 
I have been involved in the development of local housing policies throughout many local French local authorities (in a town planning agency and a private survey team) from 1981 up to 1986. I worked on social and private housing schemes from 1978 to 1999 in a large groupe of housing companies operating at the national level. My action was largely devoted to a research program on sustainable housing. From 2000 to 2013 I have studied housing finance, especially for social rental sector in the main French financial body devoted to social housing.. Since 2013 I focused on urban renewal in social neighbourhoods within the National council on urban policies. Such policies aim at reducing the gap between 1500 “priority neighbourhoods” and other territories. Established under a national framework and monitored at local level, such policies are inclusive and focus both on place-based and people-based range of actions. They include a wide scope of actions for empowerment for inhabitants and local stakeholders.
B1. Assessment: 
1: The applicant demonstrates more than 2 years of experience with integrated and sustainable urban development, especially within the field of social and sustainable housing (e.g. post graduate diploma in Town Planning and 30+ years of professional experience).
B.2. Understanding of exchange and learning processes at transnational level: 
For the last thirty years I took part to many conferences and seminar in Europe and abroad either in academic circles (London School of Economics, KU Leuven, ENHR, University of St Andrews), professionals with European Union (Task force for Greece, CECODHAS, Finlombardia) and local government (Observatorio Vasca de la Vivienda). I took part to survey for improving housing management in African countries (Côte d’Ivoire, Madagascar) and Eastern Europe countries (Ukraine, Russia). The development of rental housing supply was studied for South Africa and I start a workshop scheduled for South and Central America with BID. I took part to meeting regarding Gender mainstreaming in urban development (Berlin) and in the European program Transport Equity Analysis (TEA). Recent participation to UN HABITAT III conference in Quito enabled me to strengthen cooperation with academics and local authorities involved in the New Urban Agenda especially in Latin America.
B2. Assessment: 
1: The applicant provides several significant transnational activities that demonstrate his understanding of exchange and learning processes at transnational level (e.g. participation in many seminars and conferences related to urban development and social housing).
B.3. Proficiency in English: 
My level in English is rated C1. I have published articles in English in international magazines ( Housing Finance International Journal Automn 2015 ) and chapters in books (Social Hpusing In Europe London School of Economics, University of St Andrews). I attend regularly meetings at European and international levels (cf references).
B3. Assessment: 
1: The applicant demonstrates proficiency in English (C1 level- author of articles in English in international magazines and chapters).

Thematic expertise:

Theme / Policy: 
Integrated Urban Renewal
D.1. Deep knowledge on the selected theme and related policy challenges, including up to date practice, research, etc.: 
Urban renewal, focused on social neighborhoods and on down town center has been a wide challenge initiated in France nearly twenty years ago, with a special emphasis since 2003. I have been associated with many aspects of this topic. • As senior economist of the national body in charge of providing soft long term loans for urban renewal (12 years), I have been deeply involved in these policies from the financial and institutional point of view. • As project manager at Conseil National des Villes (3 years) I am in charge of surveying urban renewal, especially regarding economic and labor development.
D1 Assessment: 
1: The applicant demonstrates 3+ years of experience in having deep knowledge on the selected theme and related policy challenges, including up to date practice, research, etc. (e.g. demonstrates very good understanding of the subject from financial and institutional point of view). However, the applicant's core experience is related to the theme of social and sustainable housing.
D.2. Ability to produce thematic inputs to feed in the learning process of in projects in which you have been involved: 
• As member of the board of direction of social housing companies I developed the Plan de Patrimoine (comprehensive building analysis) from 1988 to 1992 for 8 housing companies (gathering 80000 dwellings). • I have initiated in depth surveys related to urban renewal, regarding cost on construction : o in France (local regional comparisons between Normandy and neighbouring regions o at European level between France and six neighbouring countries (CECODHAS 2013). • In the département of Pyrénées Orientales, the local authorities wanted to check the supply of social housing and launch a survey. I was member of the monitoring committee. The findings showed that in rural areas, where large housing companies did not ventured, housing was supplied through very small municipalities which were often lacking ability for maintenance and management. A housing master plan was settled in order to reduce supply discrepancies and keep a long term housing scheme.
D2 Assessment: 
1: The applicant provides two relevant examples that demonstrate his ability to produce thematic inputs to feed in the learning process of in projects in which he has been involved (e.g. development of the Plan de Patrimoine for 8 housing companies and elaboration of surveys related to urban renewal). However, the applicant's core experience is related to the theme of social and sustainable housing.
D.3. Ability to produce concise reports that incorporate learning from exchange & learning activities, put forward good practice: 
Besides in-depth survey leading to standards reports and publications, I have been used to turn most of this document • in short papers for dissemination in the internal newsletter of Direction des Fonds d’Épargne (2 to 4 pages) edited 6 times/year • in widely distributed Professional magazines “La politique du logement social en Afrique du Sud” Études Foncières • « Réduire les coûts pour continuer à produire » analysis of the cost of production of social housing, Études Foncières 2013 n°162 pages 16-22
D3 Assessment: 
1: The applicant provides 3 examples that demonstrate his ability to produce concise reports that incorporate learning from exchange and learning activities, put forward good practice and policy messages targeting city practitioners and urban policy-makers (for participants as well as for an external audience) (e.g. internal newsletter of Direction des Fonds d’Épargne and different articles). However, the applicant's core experience is related to the theme of social and sustainable housing.
D.4. Understanding of how to maximize the use of project results for benefits in capitalization, policy design, awarenes: 
The project of developing a supply of social rental housing in the Republic of South Africa was presented in international audiences, in Mexico (Union International de droit Latin 2013) and in India European Union meeting in Mumbai (2014). The main idea being that such examples, initiated in a “BRICS” country could be considered as more relevant by RSA counterpart like Mexico, Brazil and India than example coming from a European point of view.
D4 Assessment: 
0: The applicant does not provide a relevant example that demonstrates his understanding of how to maximize the use of project results for strategic benefits in capitalization, policy design, awareness raising, etc. His example is not concrete enough. The CV is not sufficiently informative either.
Summary Thematic expertise: 
Urban renewal either targeted to large housing estates or to aging urban center is a major question in Europe for next years. I have been used to analyze the various aspects (social, technical, economical) of urban renewal and to help finding solutions for improving quality of life of the inhabitants. The adjustment between supply and demand of housing in very different contexts: buoyant economic, depression, balanced markets, either in large towns or rural areas are core elements in local housing policies which I have been dealing with for years. My experience enables me to exchange both with private partners and public interest bodies, which is probably a key factor of success for improving long term quality of life.
Assessment: 
The applicant is validated for D under theme "Integrated urban renewal" with a score 3 out of 4. However, the applicant's core experience is related to the theme of social and sustainable housing and it is recommended to appoint him as an ad-hoc expert in this field. There are no identified inconsistencies between his application form and his CV.
Theme / Policy: 
Sustainable Housing
D.1. Deep knowledge on the selected theme and related policy challenges, including up to date practice, research, etc.: 
As head of research and architecture of Groupe SCIC from 1997 to 1999 (3 years) I launched a research and survey program covering most aspects of sustainable housing. The group of companies managed 200 000 dwellings and were building up to 5000 new dwellings a year. For each subject the best practices were analyzed and presented in a report widely distributed throughout the housing companies. Each year a competition was organized for distribution of architectural awards. The competition covered social rental housing, owner occupier housing, and offices, homes for elderly or students and rehabilitation of existing housing estates. Awards were distributed through a deep analysis of formal, technical and functional qualities. As various branches of companies were managing a large housing rental stock of dwellings, long term quality was part of the commitment for the building department.
D1 Assessment: 
1: The applicant demonstrates 30+ years of experience in having deep knowledge on the selected theme and related policy challenges, including up to date practice, research, etc. The response in the application form is quite poor and irrelevant. However, his CV is much more informative about his expertise in the field of sustainable housing (eg. Project manager within the National council for housing policies and 30 years overall experience in the field).
D.2. Ability to produce thematic inputs to feed in the learning process of in projects in which you have been involved: 
The research program of group SCIC launched in 1997 produced a wide number of reports covering various fields of sustainable housing: Water management, planning elderly homes, land for new developments, fire and security, cost of construction of houses, cost of construction of flats Most of these elements were reused some years later as the newly organized developer ICADE (former developer branch of SCIC) started green building and management processes associated with the developments of labels and certifications. In 2003 started in France a national debate on sustainable development. My contribution involved an analysis of the data of the national census, crosschecked with architectural typology. It enabled to qualify the housing stock according to its insulation quality. Applied to social housing sector, we estimated that 800000 dwellings were of very poor quality (E/F/G) and needed upgrading. Among many other measures, the report helped to find out financial solutions for a comprehensive program for the improvement of thermal and architectural quality of the housing stock.
D2 Assessment: 
1: The applicant provides two partially relevant examples that demonstrate his ability to produce thematic inputs to feed in the learning process of in projects in which he has been involved (e.g. production of thematic reports within the group SCIC and elaboration of an analysis of the data of the national census). More examples can be found in his CV (e.g. ides et financements des projets de logements, Latest trends in social housing finance policies in France, social housing in France) etc.
D.3. Ability to produce concise reports that incorporate learning from exchange & learning activities, put forward good practice: 
Maintenance of green belts in housing estates is a question at stake when addressing sustainable housing challenges. Such neighborhoods were once designed with a large share of green spaces, which unfortunately might appear as a significant drawback after a heavy backlog of maintenance. The question was to understand who is responsible for what, between local authorities or housing estates managers. A program of training for maintenance was started, following a report, which I ordered, realized by experts of forestry and gardening applied to urban framework. Improving the level of health services in overseas territories is an important goal for providing examples of sound economic and social developments throughout French territories. But main difficulties arise from very high cost of construction for medical equipment in overseas territories. A field survey of the cost of building hospital in Caribbean islands enabled to find the various origins of prices discrepancies compared with European references. Better organization of the worksite and better coordination between local team and Europe based team appears to be a key point for improving the situation, besides structural problems encountered on very narrow markets.
D3 Assessment: 
1: The applicant does not provide two concrete examples that demonstrate his ability to produce concise reports that incorporate learning from exchange and learning activities, put forward good practice and policy messages targeting city practitioners and urban policy-makers (for participants as well as for an external audience). However, such examples can be found in his CV and throughout his whole application (e.g. author of the book "Aides et financements des projets de logements", “La politique du logement social en Afrique du Sud” , "Réduire les coûts pour continuer à produire » analysis of the cost of production of social housing, Retour d'HABITAT III)
D.4. Understanding of how to maximize the use of project results for benefits in capitalization, policy design, awarenes: 
The creation of works of art was considered in the years 60’ and 70’ as a way of providing a better quality of life in new neighborhoods, especially as this new developments didn’t enjoyed the same quality of landscaping that the historical towns. The question raised 30 years later of what to do with this works of art. Either they were not maintained or the conception of the building was changing. A survey of existing work of Art (nearly hundred) was settled in order to keep a record of the artist’s rights, and to embed the maintenance of work of art in the day to day management of housing estates (1997). It appears in 2014 that this survey is still in use and enables the managers to take into account the place of the art in the city, which is also part of sustainable approach of urban management.
D4 Assessment: 
0: The applicant does not provide a relevant example that demonstrates his understanding of how to maximize the use of project results for strategic benefits in capitalization, policy design, awareness raising, etc. The CV is not sufficiently informative either.
Summary Thematic expertise: 
Both from the economic and technical points of view, my approach of sustainable housing has been focused on specific topics. As housing is a very long term commitment, most of the housing of the next fifty years is already built. Therefore all methods for improving the existing stock, aiming a higher quality of live for the inhabitants are essential. In a book published in 2015 “Aides et financements des projets de logements” I displayed most of the various aspect of housing production in France, from social rental to private rental and owner occupation. The choice of the three tenures could be considered as a basis for answering to housing needs at each step of the housing ladder. Another aspect of housing is that it is together an industrial and handmade industry. It involves a wide range of jobs, where level of qualification change very slowly. Improvements of methods (conception, building, repairing, refurbishing) need to take into account the wide number of people involved. Points to be developed are the relations between inhabitants and managers, especially in the field of social rental housing. Having been involved in both building and managing activities helps me to keep a comprehensive view regarding what means sustainable.
Assessment: 
The applicant is validated for D under theme "Sustainable housing" with a score 3 out of 4. The applicant has 30+ years of experience in the field of social housing and very valuable knowledge of social housing in France. There are no identified inconsistencies between his application form and his CV.

Informations

Residence location:
France
Languages:
French - Mother tongue
Foreign Languages level: 
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Email:
jeanpierreschaefer@laposte.net

Area of expertise