A. Capabilities and Competence (430 points total) Experience must include accomplishments within the last seven years immediately preceding submission of the Proposer’s response to the RFP. 1) Proposer must provide an overview of the organization and its experience in the items listed below and as it relates to the Exhibit A, Scope of Work in the proposed contract. Experience must be described for each Key Personnel including subcontractors. (Max 190 points) a) Describe your project management experience, and how you manage tasks, delegated assignments, milestones, and deliverables to ensure projects are completed on time, within budget, and of sufficient quality relative to the Scope of Work. (Max 40 points) b) Specific examples of your experience providing organizational effectiveness consulting: (Max 40 points) i. Conducting organizational structure assessment, analysis, and providing recommendations for a control environment to promote accountability and risk mitigation. (Max 8 points) ii. Developing, designing, and redesigning business systems and program service delivery changes, developing program planning and evaluation methodologies including outcome-based performance measures, integrating an approach to managing people, processes, and technology. (Max 8 points) iii. Performing community engagement, stakeholder analysis, stakeholder relations, and gap analyses for identifying program and service delivery improvements. (Max 8 points) iv. Developing and implementing comprehensive communications plans and strategies for marketing, outreach, and education, for both internal and external stakeholders. (Max 8 points) v. Increasing internal leadership capacity and resiliency to adapt to change organizational needs. (Max 8 points) c) Specific examples of your experience of strategic planning: (Max 40 points) i. Leading the strategic planning process, facilitating engagement with all levels of the organization. (Max 10 points) ii. Developing key performance indicators including outcome-based metrics, and methods for systematizing the collection and reporting on a recurring basis, to demonstrate changes in organizational culture and systems, over time. (Max 10 points) iii. Methods of conducting environmental scans and frameworks for guiding the strategic planning process. (Max 10 points) iv. Demonstrating final report format and content. (Max 10 points) d) Specific examples of your experience providing organizational change management guidance: (Max 30 points) i. Leading change management training, both onsite and in a virtual environment. (Max 10 points) ii. Communication tools and methods to introduce, reinforce and facilitate changes. (Max 10 points) iii. Working in a collaborative relationship with organizational teams. (Max 10 points) e) Specific examples of your experience supporting organizations when implementing annual action plans associated with a longer-term strategic plan: (Max 40 points) i. Performing Plus/Delta reflection sessions. (Max 10 points) ii. Assessing, identifying, and recommending annual priorities for implementation. (Max 10 points) iii. Assessing, identifying, and recommending organization effectiveness enhancements, control environment, and overall organizational maturity. (Max 10 points) iv. Facilitating implementation of operational plans within subordinate levels of a vertical leadership structure, such as the division and branch levels, aligning with the larger organizational strategic plan. (Max 10 points) 2) Proposer must provide an overview of the organization and its experience in the items listed below and as it relates to the Exhibit A, Scope of Work in the proposed contract. Experience must be described for each Key Personnel including subcontractors’ Key Personnel (Max 240 points) a) Identify in general, which California jurisdictions you have experience serving, and in particular which small and/or low-capacity jurisdictions, as well as tribal communities and tribal entities you have experience serving, providing specific examples of the type of activities engaged in that align with HCD’s policy goals (Max 120 points) i. Small and/or low-capacity jurisdictions (e.g., rural, non-entitlement and other lowcapacity). (Max 60 points) ii. Recognized and non-recognized California American Indian communities. (Max 60 points) b) HCD seeks to serve all populations listed below and is interested in engaging with a contractor who has experience serving all of these marginalized populations. Describe your experience serving these populations including the nature of the work performed. (Max 120 points) i. Black, Indigenous, and other People of Color (BIPOC) ii. Latinx / Latine iii. Asian and Pacific Islanders iv. Immigrants v. People with criminal records, disabilities, mental health and substance use vulnerabilities, housing insecurity, and limited English proficiency or other language barriers vi. People who are LGBTQ+ or gender nonconforming vii. People who earn less than 50 percent of their area median income viii. Other individuals who may have barriers to access traditional mainstream support B. Methodology and Program Strategies (375 points total) 1) Describe your team’s proposed work plan that addresses the contract scope of work, alignment with HCD’s policy goals, how deliverables will be developed and submitted, your approach to working interdependently and collaboratively with the HCD Contract Manager and Organizational Development Division, and to working remote and onsite as needed when engaging stakeholders throughout California. (Max 75 points) 2) Describe your methodology for providing services that serve small and low-capacity jurisdictions, and tribal entities, as well as the marginalized populations previously identified. (Max 75 points) 3) Describe your strategies for using technology to manage administrative, program and projectbased tasks in an integrated manner when leading different divisions with different cultures and technological competencies in furthering the goals stated in HCD’s 2022 Statewide Housing Plan. (Max 75 points) 4) Describe your team’s proposed strategies and approaches for planning, performing and reporting environmental scans in general, while also, in particular, addressing the findings contained within the California Interagency Council on Homelessness Statewide Action Plans. (Max 75 points) 5) Describe your team’s proposed strategies and approaches to Organizational Effectiveness consultation related to identifying, recommending, and integrating organizational maturity models and organizational best practice principles. (Max 75 points) 6. PROPOSER REFERENCE REQUIREMENTS (Max, 45 Points Total, Max 15 Points Per Reference) A. The Proposer must provide three businesses or governmental agencies as references for which services similar to those detailed in Exhibit A, Scope of Work of the Proposed Contract have been provided within the last five years. Two of the three references must be from governmental agencies. B. The Proposer must provide Attachment 3, Proposer References, to each of the Proposer’s three references identified above. The Proposer shall collect the Reference Check Form from each of the three references and include it in the Proposer’s submission. C. References that are determined not to be similar in scope or complexity to the Scope of Work will be scored zero. A missing Reference Check Form or one without the reference’s signature will be scored zero. Proposers who submit more than three references will not receive additional points. D. HCD will contact each reference to verify information provided in their Reference Check Form via the e-mail address provided, followed up by phone call as needed. If a reference is non-responsive the score of the corresponding Reference Check Form will be reduced to zero. E. All three references will be added together for a maximum of 45 Points total. 7. COST PROPOSAL (Max 405 Points Total) A. The proposed work should be broken down and outlined in the Work Plan or Work Schedule for the purpose of this proposal. The total costs of all tasks and milestones cannot exceed $500,000.00. The proposal will be disqualified, and not be scored, if the cost is greater than $500,000.00. B. All Proposers who pass the Minimum Qualifications will have their Cost Proposal reviewed and evaluated.