Technical Assistance Services Request for Qualifications (RFQ)

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Vision Strategy Implementation Technical Assistance Services Request for Qualifications (RFQ) Since 2000, HUD has awarded Capital Access, Inc. (CA) national Technical Assistance Contracts under the One CPD+, NSP and related HUD technical assistance programs. These funds allow Capital Access to provide TA and training to HUD grantees for programs including, CDBG, CDBG Disaster Recovery (DR), NSP, HOME, ESG, HOPWA, Homeless Assistance Programs, and Economic Development Initiatives. Capital Access is expanding its team of affiliate TA consultants for future work with HUD TA and beyond. Qualifications Capital Access seeks qualified individuals and firms interested in providing the services generally described herein and as specified in the "Scope of Services" of this Request for Qualifications (RFQ) document. The successful proposer must demonstrate by his/her qualifications, experience, availability, approach and work plan that he/she will best serve the overall needs of Capital Access. WMBE and individuals who speak Spanish are encouraged to submit. CA welcomes candidates with entry and mid-career skills and expertise as well as seasoned experts to submit qualifications. Submission Applications and requested attachments must be submitted to Nicole Rodden-Bowen at nbowen@capitalaccessinc.com. Scope of Work Capital Access provides technical assistance services to federal, state, and local governments and to nonprofit organizations directly as well as under contract to the U.S. Department of Housing and Urban Development (HUD). CAI provides technical assistance, in the form of training and direct consulting, to grantees under the Community Development Block Grant (CDBG) program, HOME Investment Partnership program (HOME), HOME program for Community Housing Development Organizations (CHDO) and Neighborhood Stabilization Program (NSP). Using HUD s technical assistance strategic plan, CAI performs the following types of services: Needs assessments: Needs assessments of customers determine the nature and scope of technical assistance and capacity building needed. The needs assessment involves the use of multiple types of information collection and analysis, such as the Consolidated Plan, Analysis of Impediments to fair housing choice (AI), HUD monitoring results, funds obligation and expenditures, and CPD maps. Needs assessments may also assist customers with quantifying the impact of community and economic development initiatives, and identifying local market conditions so that program resources may be better targeted and leveraged. Self directed and group learning: Self-directed and group learning is intended to increase capacity and close competency gaps of clients by equipping them with the necessary program knowledge and skill sets needed to administer and manage HUD programs. Group learning will incorporate adult learning principles that may include delivery of HUD-approved training courses either remotely or in person, online self-directed courses, problem-solving clinics, policy

academies, live or pre-recorded webinars, curricula, and peer-to-peer assistance exchanges for customers with similar local market contexts, challenges, opportunities, and community needs. Direct technical assistance and capacity building: Consultants will be tasked to work onsite and/or remotely with HUD's customers. An engagement may consist of technical assistance to multiple HUD programs and/or for multiple issue areas or to a single program or issue area. Direct technical assistance may also include furthering innovative practices, the operation of one or more virtual help desks, or addressing questions and issues raised by HUD's customers. Developing tools and products: Tools and products developed will use adult learning principles to assist HUD customers with understanding complex program statutes and regulations, as well as the other Federal requirements (e.g., Davis-Bacon wage rates, Section 3, civil rights compliance, environmental justice and environmental standards, accessibility for persons with disabilities) that often apply to these programs. These products might take the form of web-based courses or training's, videos, interactive tools, and webinars that address the constantly changing needs of customers and program requirements. Tool and product development may also include the creation of templates, desk guides, and tool kits that improve program management and operations, the development and administration of websites, evaluation, and performance measurement. In addition, CA is building capacity to incorporate blended-learning approaches to training and TA that integrate new technologies for presentation, communications and group meetings. Candidates with experience in blended-learning approaches are encouraged to apply. Application Instructions To respond to this RFQ, complete the attached application, including supporting attachments, and submit all documents electronically to nbowen@capitalaccessinc.com. The documents provided by CAI must be returned in the following format: 1. Application Form (MS Word or PDF) 2. Resume and Bio of relevant skills and experience (MS Word or PDF) 3. References (MS Word or PDF) Selection Criteria CAI will review all applications received against the following selection criteria: Experience and qualifications the extent to which each individual and the organization as a whole demonstrates skills and abilities in the areas of community development and technical assistance and acceptable past experience with CAI, as applicable. Rate reasonableness the extent to which rates are considered reasonable compared to the individual s experience and qualifications and to market prices. Geographic coverage the extent to which the consultant has broad geographic coverage and/or demonstrates a high level of experience in specific geographic areas. Availability- the extent to which the consultant may be able to provide hours for assigned technical assistance projects.

Contact Information For additional information, contact Nicole Rodden-Bowen, at (215) 551-2000 or nbowen@capitalaccessinc.com.

Vision Strategy Implementation Request for Consultant Qualifications HUD OneCPD TA & NSP TA Capital Access, Inc. has been awarded and seeks additional opportunities to work as a national Technical Assistance Provider for HUD under the One CPD+, NSP and related HUD technical assistance programs. These funds allow Capital Access to provide TA and training HUD grantees for programs including, CDBG, CDBG Disaster Recovery, NSP, HOME, ESG, HOPWA, Homeless Assistance Programs, and Economic Development Initiatives. Please complete the forms noted and submit the requested attachments listed below and forward to Nicole Rodden-Bowen, nbowen@capitalaccessinc.com via email only. I. CONTACT INFORMATION Name: Address: Company Name: Phone II. Email: FULLY-LOADED HOURLY RATES (DO NOT INCLUDE EXPENSES) 2014 2015 $ $ III. AVAILABILITY OF HOURS TO WORK ON CAPITAL ACCESS JOBS IV. TRAVEL FLEXIBILITY YES NO CONDITIONAL (PLEASE EXPLAIN):

Consultant RFQ: HUD OneCPD TA & NSP TA Page 2 Capital Access, Inc. June 2014 V. ANY CERTIFICATIONS (I.E. HOME CERTIFIED) List and attached Certifications: A. B. C. VI. AREAS OF EXPERTISE (I.E. CDBG, CDBG-DR, HOME, NSP, IDIS, DRGR, CPD MAPS) In 250 words or less, summarize your expertise & experience (including number of years), particularly as it relates to HUD programs and providing consulting and training services. A. B. C. D. VII. PLEASE ATTACH RESUME AND BIO AS WELL ATTACHED VIII. PLEASE COMPLETE AND ATTACH THE FOLLOWING: A. Resume and Bio of relevant skills and experience (MS Word or.pdf) Attached B. References who can speak to skills and expertise (at least three (3) including name, position and phone or email) Attached Atta IX. CERTIFICATION I hereby request Capital Access, Inc. to review my qualifications I may be considered for engagement as a technical assistance provider under a subcontractor basis for HUD and related federal, state and/or local government technical assistance programs. I certify that all information submitted is accurate to the best of my knowledge. Signature: Printed Name: Date: 325 Chestnut Street, Suite 917, Philadelphia, PA 19106 215.551.2000 www.capitalaccessinc.com

Consultant RFQ: HUD OneCPD TA & NSP TA Page 3 Capital Access, Inc. June 2014 Capital Access, Inc. does not discriminate in its employment, contracting and service provision or any other aspect of company operation on the bases of race, color, national origin, age, disability, use of guide or support animal due to disability, sex, gender identity, religion, reprisal, and where applicable, political beliefs, marital status, familial or parental status, sexual orientation, whether all or part of an individual's income is derived from any public assistance program, or protected genetic information. Capital Access conducts background checks on all final candidates. Thank you. 325 Chestnut Street, Suite 917, Philadelphia, PA 19106 215.551.2000 www.capitalaccessinc.com