Form 40040 TA Capacity Building Expertise

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Overview

Instructions
Personnel Expertise

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Sheet 1: Instructions

Instructions for Completing the Technical Assistance and Capacity Building Expertise Form

Applicants should list the last name and first name initial of each person who will be conducting needs assessments; providing direct TA; developing technical assistance products and tools; and/or delivering self-directed or group learning. Then for each person listed, the applicant should insert the appropriate code in each column.

1 = Indicates extensive knowledge and a level of skill sufficient to provide the TA without the assistance of more skilled professionals

2 = Indicates a level of skill sufficient to complete a general program assessment and to provide limited TA or training, but requires the assistance of more skilled professionals to fully undertake comprehensive activities

3 = Indicates a level of skill not adequate to provide limited TA or program assessments without assistance

In-house staff is defined as the current staff of the applicant, including joint applicants.

Subcontractor staff and consultants are defined as organizations or persons with whom the applicant has a written contract or agreement in place at the time of application submission for conducting technical assistance activities and for whom the applicant actually expects to task work.

For all in-house, subcontractor and consultant staff identified as having extensive knowledge, the narrative (Factor 1a.) must briefly describe how the knowledge was gained, including organization name(s), role(s) and timeframe(s) in which the knowledge was gained.

Public reporting burden for this collection of information is estimated to average 16 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless that collection displays a valid OMB control number.

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Sheet 2: Personnel Expertise

Key Personnel

Program Requirements

Program Administration

Program Design

Planning

Economic Dev.

Infra-structure

Fin. Mgmt

Project Financing

Other Federal Reqs

Skill Areas

Real Estate Development and Construction

LAST NAME, FIRST INITIAL

LOCATION (CITY)

LOCATION (STATE)

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME CERTIFIED - REGULATIONS

Con Plan/Substantial Amendments

Federally-Compliant Appraisals & Property Valuation

BRAC Rules & Requirements

Implementing/Complying with Affordability Periods

NSP Rules & Requirements

CDBG Rules & Requirements

CDBG Disaster Recovery Assistance Rules & Requirements

Spending Caps (e.g. Planning, Program Admin, Public Services)

HOME Rules & Requirements

HOPWA Rules & Requirements

ESG Rules & Requirements

HPRP Rules & Requirements

S+C Rules & Requirements

SHP Rules & Requirements

SRO Rules & Requirements

HEARTH: ESG

HEARTH: COC

HEARTH: RHS

Management and Staffing Plans; Workflow analysis

Program Monitoring/Compliance

Project Tracking Tools & Procedures; Expediting Work

Oversight and Mentoring Subrecipients/Subgrantees

Managing Rapid Capacity Surges for New Program Launches

Drafting and Conducting RFPs and RFQs

Asset and Property Management

Evaluating Performance

Housing Inspections

Recordkeeping

Designing/Implementing Economic Development Programs

Designing/Implementing Homebuyer Financial Assistance Programs

Designing/Implementing Rehab Programs for Existing Owners

Designing/Implementing Rental Housing Development Programs

Designing/Implementing Programs for Special Populations

Designing Homelessness Prevention Programs

Designing Rapid Re-housing Programs

CoC Structure and Planning

Acquisition/disposition of REO Properties

Designing and Implementing Neighborhood Revitalization Plans

Linkages with Mainstream Programs

Designing/Implementing Single Family Development and Sales Programs

Designing and Implementing Land Banking Programs

Collecting & Providing Analysis of Project-Specific Market Data

Collecting & Providing Analysis of Areawide Market Data

Completing Areawide Redevelopment Plans/Budgets

Facilitating Stakeholder Input on Development Plans

Underwriting Commercial & Retail Project Financing

Applying the Public Benefits Test

Planning & Managing Commercial and Retail Developments

Determining Eligible Activities/National Objective

Designing/Implementing Small Business Assistance Programs

Assessing Existing Economic Development Programs

Completing Market Analyses for Commercial/Retail

Completing Cost-Benefit Analyses

Completing Infrastructure Cost Estimates

Developing Infrastructure Strategies in Rural Areas or Colonia

Designing Special Assessment Districts and Fee Structures

Complying with Accounting Principles/Indirect Costs Requirements

Complying with Uniform Administrative Requirements (A-87, A-133, Part 85)

Designing Funds Distribution/Subgrantee Selection/Procurement Systems

Conducting Multi-Family Project Underwriting

Completing Single-Family Project Underwriting

Combining Mixed Financing Sources

Designing Financial Assistance/Lending Programs

Implementing Davis Bacon/Labor Standards

Conducting Environmental Reviews

Implementing Fair Housing and Equal Opportunity (including Section 504)

Compiling with Lead Hazard Abatement Requirements

Compiling with Section 3 Requirements

Compiling with URA Relocation/Acquisition Requirements

Using Adult Learning Techniques

Coaching/Mentoring Program Staff

Conflict Resolution/Negotiation

Creating Complex Spreadsheets

Writing and Editing Model Documents and Guides

Developing Training Courses

Fluency in Spanish (written)

Fluency in Spanish (oral)

Fluency in Vietnamese (written)

Fluency in Vietnamese (oral)

Facilitating Meetings and Decision-Making

Leadership Development

Completing TA Needs Assessments

Completing Program Evaluations

Drafting Strategic Plans

Facilitating Strategic Planning Sessions

Conducting Team Building Exercises

Working with High Risk Grantees

Working with Underserved Populations

Expertise with Single-Family Rehab

Expertise with Multi-Family Rehab/New Construction

Obtaining & Analyzing Data on Available Properties

Supervising/Analyzing Project-Specific Market Studies

Completing Preliminary Feasibility Analyses

Negotiating Property Purchase Agreements

Supervising Surveyors & Engineers for Site Planning

Completing Rehab Specs/Estimates

Analyzing New Construction Specs/Estimates

Creating Rehab Standards Documents

Complying with Historic Preservation Rules

Specifying/Installing Energy Efficiency Measures

Specifying/Installing Other Green Building Measures

Real Estate Project Management

Construction Management

Creating/Implementing Marketing Plans/Budgets

Designing and Implementing Pre-Purchase Counseling Programs

Obtaining Conventional Development Loans

Helping Buyers to Obtain Home Purchase Financing