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HomeMy WebLinkAboutExhibit 3 (2)Attachment 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.