HomeMy WebLinkAboutExhibit 3Attachment A
Project:
Services:
Scope of Services
Miami NICE
Success Partner Consultant
Success Partner consultants will work intensively with faith -based and community organizations
(FBCOs) throughout the duration of the FBCO's engagement in training, Technical Assistance (TA),
and implementation of individual projects funded with Miami NICE subaward grants.
Each FBCO designed their own project. All projects relate to one or more of the following areas:
Leadership Development
Examples: Board development, staff professional and career development,
staff motivation and retention, succession planning, and volunteer training
and management.
Program Development
Examples: Program design and development, curriculum development,
program monitoring, and evaluating program outcomes.
Community Engagement
Examples: Community asset mapping, and methods for community needs
assessment.
Fund Development
Examples: Preparing an organization to receive charitable dollars; grant -
writing training, entrepreneurial alternatives to grant funding, individual
donor development strategies, and donor tracking software.
Organizational
Development
Examples: general management systems; human resources infrastructure;
financial systems and controls; information technology; operational
planning, policies and procedures; marketing and communication
strategies; and nonprofit incorporation.
Success Partners will provide direct consulting.services to FBCO leaders related to the broad range
of capacity -building issues, activities, and outcomes associated with individual FBCO clients.
Especially in cases where a single FBCO client is interacting with multiple consultants and trainers,
the Success Partner Consultant will ensure a continuous "case management" function for individual
FBCOs. Success Partners will embody a multi -faceted role that involves direct capacity -building/
troubleshooting, plus coaching/mentoring, plus monitoring/reporting of progress.
Success partners will be matched with one or more FBCOs. Approximately 30-70 hours of
consulting support will be provided to each FBCO during. The majority of the Success Partner
activities will be conducted on -site at FBCO client locations, although limited support may be
provided by telephone and email. Primary responsibilities and activities may include, but will not be
limited to:
• Assessment: Conduct a site visit to launch the FBCO's participation period. Confirm
results of organizational self -assessment. Repeat at end of grant period (or sooner to
ensure optimal priority -setting and planning).
• Priorities: Facilitate the organization's leadership team to reflect upon organizational.
assessment results and confirm organizational priorities.
• Planning: Assist the FBCO to plan its broader "capacity maximization" goals and
objectives. Include grant execution as the primary activity. Complement as
appropriate with other training (by Miami NICE and other sources), networking,
information, and other capacity -building activities (as appropriate).
• Project launch: Facilitate FBCO review of expectations and grant requirements, as
well as submission of paperwork prior to their implementation of grant -funded,
capacity -building projects. Each FBCO must (i) confirm grant activities, timeline,
and deliverables; (ii) confirm grant disbursement schedule; and
(iii) review and execute Memorandum of Agreement with City of Miami
• Ongoing consulting and support: Provide direct consulting services for any and all
aspects of the FBCO's project implementation and overall capacity -building
activities. Provide coaching and guidance throughout. Include regular
communication with FBCOs, on -site meetings, trouble -shooting as needed, assistance
with grant reporting, etc.
• Monitoring and evaluation: Maintain individual Client Assistance Plans and related
documentation for ongoing evaluation and reporting purposes.
• Internal: Participate in consultant orientations and meetings, including opportunities
for consultants to share experiences, issues, and potential solutions. Contribute to
overall evaluation (reports, surveys, focus groups, interviews).
Consultant Cost: One -on -One Success Partner Coach ($5,000 per client x 22 clients)
Project:
Services:
Miami NICE
Technical Consultant
Technical Consultants will be engaged to assist individual faith -based and community organizations
(FBCOs) and/or small groups of FBCOs that are implementing individual projects funded with
Miami NICE subaward grants.
Technical Consultants will provide assistance in one or more of the following areas:
Leadership Development
Examples: Board development, staff professional and career development,
staff motivation and retention, succession planning, and volunteer training
and management.
Program Development
Examples: Program design and development, curriculum development,
program monitoring, and evaluating program outcomes.
Community Engagement
Examples: Community asset mapping, and methods for community needs
assessment.
Fund Development
Examples: Preparing an organization to receive charitable dollars; grant -
writing training, entrepreneurial alternatives to grant funding, individual
donor development strategies, and donor tracking software. .
Organizational
Development
Examples: general management systems; human resources infrastructure;
financial systems and controls; information technology; operational
planning, policies and procedures; marketing and communication
strategies; and nonprofit incorporation.
Engagements will be on a time limited basis during the project period. The length of engagement
will vary according to the needs of the FBCO clients. Needs are expected to vary from one FBCO to
another. Two ways in which a Technical consultant may be engaged include:
• Capacity projects: Technical consultant roles may have been pre -identified by the
FBCO and integrated into their individual project plan (grant proposal). Miami NICE
will assist FBCOs to identify and contract with Technical Consultants.
• Emerging needs: New needs may be identified within FBCOs during any part of their
engagement in training, technical assistance, or project implementation and evaluation.
Miami NICE partners may contract and deploy additional Technical Consultants at any
time.
Consulting Cost: Technical Assistant Consultants (One-on-one TA as needed - approx. 150
hrs. @ $100)
Project:
Services:
Miami NICE
Training Consultant
Training Consultants will be engaged by Miami NICE to assist with the design and delivery of
capacity -building training in any of the areas of leadership development, program development,
community engagement, organizational development (HR, financial management, technology,
planning, etc.), and fund development. Examples include:
Leadership Development
Examples: Board development, staff professional and career development,
staff motivation and retention, succession planning, and volunteer training
and management.
Program Development
Examples: Program design and development, curriculum development,
program monitoring, and evaluating program outcomes.
Community Engagement
Examples: Community asset mapping; and methods for community needs
assessment.
Fund Development
Examples: Preparing an organization to receive charitable dollars; grant -
writing training, entrepreneurial alternatives to grant funding, individual
donor development strategies, and donor tracking software.
Organizational
Development
Examples: general management systems; human resources infrastructure;
•
financial systems and controls; information technology; operational
planning, policies and procedures; marketing and communication
strategies; and nonprofit incorporation.
The duration of each training session may vary from a single 2-hour session to a series of sessions
delivered over a period of days. Most training sessions are anticipated to be in the range of 3-6 hours
each. Training sessions will be conducted at various locations within Miami -Dade County.
Individual training sessions may be repeated at various locations. Training audiences will vary from
approximately 30 to more than 100 participants based upon factors of location, topic, and scheduling.
Future contracts would be negotiated on a per -project basis.5
Primary responsibilities and activities may include, but will not be limited to:
• Design: Utilize existing session designs, or adapt existing session designs, or
develop their own session designs.
• Delivery: Utilize a variety of training formats including large group facilitation,
panel presentations, exercises, etc. Interactive formats are preferred.
• Evaluation: Contribute to overall evaluation activities (reports, surveys, focus
groups, interviews, etc.).
Consultant Cost: Training Consultants (16 trainings - approx. 100 hrs. @ $75)
ATTACHMENT A
Miami NICE RFQ 2008-1
City of Miami Contracting Requirements
Note to respondents
Within this Attachment A, you will find information provided by the City of Miami with regard
to the City's specific contracting requirements. Four major informational components are
included:
(1) Insurance Requirements -"Expert Consulting Agreement" (1 page)
Note: Applicable to individuals, sole practitioners, and similar.
(2) Insurance Requirements -"Professional Services Agreement" (2 pages)
Note: Applicable to organizations and similar.
(3)
Corporate Resolution (1 page)
Note: Applicable to organizations and similar.
(4) Terms and Conditions (25 pages)
Note that some requirements in parts 1, 2, and 3 apply only to individuals and some
requirements apply to organizations.
Information is relevant to future contracts for all four consultant positions described in the
document titled Miami NICE RFQ 2008-1: Success Partner Consultants, Technical Consultants,
Training Consultants, and Evaluation Consultants.
For additional information, updates, revisions, or assistance, visit www.miaminice.org.