COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
HOUSING COUNSELING /
REQUEST FOR PROPOSAL
FISCAL YEAR 2015-2016
Please read the RFP Instructions before developing your proposal.
Format
Use the electronic Microsoft Word fillable form document provided by the city of Phoenix. Be sure to answer all the questions, complete the schedules, and include attachments as needed. Incomplete proposals will not be considered. Submit your proposal on 8½ x 11 inch paper. Please submit one (1) original with original signatures and four (4) copies of the complete proposal. Do not staple or bind the original or the copies. Faxes or electronic files will not be accepted.
Proposal Submission
Complete proposals must be received by the deadline. Proposals may be mailed or hand-delivered, but must be in the possession of Grants Administration staff by the deadline to be considered.
All proposals must be received by 3p.m. MSTFriday,Jan. 15, 2016, to be considered.
Submit Complete Proposals to:
2015-16 RFP/Housing Counseling Services
Neighborhood Services Department/City of Phoenix
200 W. WashingtonSt., fourth floor
Phoenix, AZ85003
Contact Person
Christy Blake, Project Manager
For More Information
The ProposalForm and Instructions are available in Wordformat on the city’s RFP website at phoenix.gov/solicitations.
All questions that arise relating to this RFP shall be submitted in writing through email to . Written inquiries shall be accepted at the above address through Monday, Jan.11, 2016.
No informal contact initiated by Proposers on the requested service will be allowed with members of city’s staff from date of distribution of this RFP until after the closing date and time for the submission of proposals. All questions concerning or issues related to this RFP shall be presented in writing.
To receive this information in an alternative format, contact the Neighborhood Services Department,200 W. Washington St., fourth floor, PhoenixAZ 85003; 602-534-4444; TTY 602-495-0685. Para recibir este boletin informativo en español, póngase en contacto con el Departamento de Vecindarios al 602-534-4444, ó por correo electrónico a en la internet.
THE CITY OF PHOENIXCDBG HOUSING COUNSELING PROPOSAL
FISCAL YEAR 2015-2016
Deadline: 3 p.m. MSTFriday, Jan.15, 2016 /
1. Proposer Information
Organization:
Address:
City: / Zip:
Telephone: / Website:
Contact Person: / Title:
Email: / Phone:
2. CDBG Funding Request
Amount of CDBG Funds Requested: / $
($100,000 total available / maximum request: $45,000)
3. CDBG Housing Counseling Programs:(check all that apply)
Pre-Purchase Housing Counseling andHomebuyer Education
Homebuyer Re-entry, Credit Improvement and Debt Reduction Strategies
Mortgage Default, Foreclosure Prevention and Predatory Lending Mitigation Counseling
Non-Delinquency, Post-Purchase Counseling and Financial Management
4. Housing Counseling activities are funded through Community Development Block Grant funds. Our organization will provide services to persons or households meeting HUD’s low-and moderate-income criteria.
We acknowledge these regulations are to be followed if our organization is awarded Housing Counseling funds.
5. Certification:
“I certify that I have reviewed this application and that to the best of my knowledge and belief, all of the information provided in this proposal is true.”
Signature of Authorized Representative / Date
Print Name / Title
ORGANIZATION INFORMATION
6. Describe organization mission/purpose:
7. Please attach: Organizational Chart AND List of Board of Directors.
8. Taxpayer ID # / 8. (a) DUNS #
9. AZ Nonprofit Incorporated? Yes No / Year Incorporated:
10. Our organization is a HUD-Approved Housing Counseling Agency. Yes No
Include a copy of your HUD approval form. Expiration Date:
PROPOSED SERVICES / WORKPLAN
11. Describe the services (activities, objectives and outcomes) your organization will provide, the target population, how many people will be served, and how your organization plans to deliver the services for each of the CDBG Housing Counseling Programs for which you are proposing (see Question #3). (Maximum character count: 1000)
12. Define the measurable outcomes and objectives of the proposed services.(Maximum character count: 750)
13. Describe how these outcomes and objectives will be measured, tracked and reported, and how follow-up will be conducted.(Maximum character count: 1000)
Organization Experience and Capacity
14. Describe your organization’s experience providing counseling services for each of the programs for which you are proposing.(Maximum character count: 1000)
15. Provide details of any down payment and/or closing cost assistance programs to which your organization utilizes or has access. (Maximum character count: 1000)
16. Please describe the strategies your organization employs to provide successful re-entry and one-on-one counseling assistance to former homeowners interested in a path to homeownership. (Maximum character count: 750)
17. Please describe the services your organization offers new or long-time homeowners, which provides information and resources to help maintain a financially sustainable household.(Maximum character count: 750)
18. Describe your organization’s experience calculating income eligibility using HUD guidelines and the methods used (Section 8, Census long form or IRS adjusted gross).(Maximum character count: 750)
19. Describe yourstaff’s experience in conducting follow-up to track progress and outcomes of various forms of housing counseling services. (Maximum character count: 750)
20. Describe your organization’s outreach and marketing strategies to reach clients and explain how client referrals are received. (Maximum character count: 750)
21. An important factor in awarding CDBG funds is recent, relevant and successful experience of staff to undertake eligible program activities in compliance with CDBG regulations. Please describe the training and experience your organization’s staff has with CDBG funds. (Maximum character count: 750)
22. Has a single audit identified any concerns or findings with your organization over the past three years? If yes, what were they and how were they resolved?(Maximum character count: 750)
TRACK RECORD / CAPABILITY
23. Organization Performance History with FederallyFunded Programs
Provide information on the most recent Phoenix CDBGfunded program administered by your organization. If your organization has never received a CDBG award from the city of Phoenix, please list other programs.
Program Administered by Your Organization
Program Name:
Program Address:
Phoenix Funded? / Yes No / List other funder(s):
Year Funded: / Award Amount: / $
Use the space below to enter the program status including the goals achieved, and program completion date or anticipated program completion date.
SCHEDULE A
CDBG Housing Counseling Program Budget
Program Title:
COST COMPONENT / REQUESTED FUNDS / ORGANIZATIONCASH / IN-KIND / TOTAL PROGRAM
PERSONNEL SERVICES
Salaries
(See Schedule B)
Fringe Benefits
Total Personnel
CONTRACTUAL SERVICES
Professional Services
(Specify)
Telephone
Utilities
Rent
Insurance (required)
Maintenance
Travel/Mileage
Fingerprinting
Other (Specify)
Total Contractual
COMMODITIES
Program/Office Supplies
Printing
Postage/Office Equipment
Other (specify)
Total Commodities Costs
Total Program Budget
Use the space below to explain cost components that require clarification:
Note: CDBG fundsmay be used to pay for direct program related costs. If your proposal is funded, expenditures must be documented. If CDBG funds are requested to pay for Personnel Services (salaries), Schedule B must be completed for the positions to be funded. Information on insurance requirements is listed on page 11 of the instructions.
SCHEDULE B
CDBG Personnel Schedule
(For Housing Counseling Program Salaries Only)
Program Title:
This schedule must be completed if you are seeking funding for Personnel Services costs on Schedule A. Only information on salaried positions should be included on this schedule. Do not include fringe benefits costs on this schedule.
Position Title / Number of Full-Time Equivalent Salary Positions / CDBG Funded / Other Funds / Total Salary Amount
1.
2.
3.
4.
5.
TOTALS
The City of Phoenix
CDBG Housing Counseling ServicesRFP FY 2015-16
1