03/15/2021

Contracting Opportunity: Racial Equity Consultant Request for Proposals (RFP)

CSH Mission and Services:

Founded in 1991, CSH’s mission is to advance solutions that use housing as a platform for services to improve the lives of the most vulnerable people, maximize public resources and build healthy communities. CSH provides assistance to city, county, state, and federal governments and other mainstream systems on implementing health and social service policies benefitting homeless populations. Our work stems from our fundamental belief that supportive housing is the solution to ending homelessness for those individuals who face the most complex challenges. We offer capital, expertise, information, and innovation that allow our partners to use supportive housing to achieve stability, strength, and success for people most in need. CSH provides early-stage capital to developers of supportive housing to acquire and prepare properties for permanent financing solutions. CSH also uses New Markets Tax Credit investments to finance heath care facilities and other mixed-use projects.

Description:

For the past several years, CSH has been on a journey to deepen our internal understanding of structural and systemic racism and how it impacts our works within our lines of business. To the end, CSH has created a Race Equity Framework to guide the organization on our path to becoming an anti-racist organization. As part of that framework, the Community Investment team created a Race Equity work plan that includes training our staff and reviewing our policies, practices and relationships among other things.

CSH invites proposals for an independent consultant to assist and support the organization’s staff in the review of the manuals and marketing materials that guide our community investment practices and to provide training to our community investment team as we work towards eliminating biases and centering race equity in our lending.

With the support of the consultant, we would like to achieve the following goals:

  1. Eliminate bias in our lending and investment products, practices, and relationships in order to provide equitable financial opportunities to Minority Business Entities (MBEs) and achieve a balanced portfolio.
  2. Provide training and assistance to help CI team members in understanding their roles in centering race equity in their work.

Planned Activities:

  1. Review a total of 7 documents including CSH’s grant and credit policies and procedures manuals, project selection criteria, loan application, loan recommendation templates and marketing materials and provide recommendations for changes to ensure MBEs are neither negatively impacted nor lack access to CSH’s capital.
  2. Plan and facilitate 3 trainings (total of 8 hours) for our Community Investment team (total of 25 people including Chief Executive Officer, Chief Lending Officer, Chief Financial Officer, VP Field Operations, Directors of Lending and New Markets Tax Credits, loan officers, and support staff). Trainings are expected to be conducted via a virtual platform.

Deliverables:

Deliverable 1: Recommendations for improving racial equity by addressing policies and language within our grant and credit policies and procedures manuals, project selection criteria, loan application, loan recommendation templates, and marketing materials.

Deliverable 2: Conduct total of 8 hours for the Community Investment team. Trainings should provide team with understanding of our role as lenders and investors. It is expected to include (but not limited to) historic relations between financial institutions and the BIPOC community, biases in lending products and practices, and unconscious bias. Consultant will work with Community Investment liaison in crafting trainings that are appropriate for the task.

Funding Available:

A total of $20,000 is available for this contract. The contract duration is expected to be 6 months. No travel is anticipated under this contract.

Application Process and Vendor Requirements:

  • Please submit a minimum of two pages and no more than five pages outlining the information below. The proposals will be due by March 26, 2021 at 5:00 p.m. Applications received before the deadline will be evaluated based on the following criteria:
    • Relevant project work
    • Experience and expertise
    • Expressed understanding of the scope with plans to meet deliverables
    • Rate reasonableness and overall cost of services

Minimum criteria for contractors are as follows:

  • At least five years of experience in the field of Racial Equity facilitation and training.
    • At least five years of experience in working with organizations whose clientele are low- to moderate- income and racially and ethnically diverse.
  • Ability to communicate effectively with a large, diverse population with different levels of management.
  • Strong interpersonal, facilitation, and mediation skills.

An understanding of affordable housing and community development is preferred

Please note that CSH requires contractors including individuals and sole proprietors to carry worker’s compensation and commercial general liability insurance while performing work. For contractors lacking worker’s compensation insurance CSH will cover the cost. For commercial general liability insurance CSH will consider the need for insurance given the scope of work. In some cases, the commercial general liability insurance can be waived. These include instances where the work would be done completely virtual and the risk addressed by commercial general liability coverage is deemed minimal. CSH contractors should be registered with sam.gov and cannot have existing, pending or expired debarments that preclude them from doing business with the United States government and cannot have convictions for, nor have any pending indictments for, fraud or a criminal offense in connection with a public contract or subcontract.

If you have any questions, please contact Shellon Fraser at Shellon.Fraser@csh.org.

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