TDA Consultant Fillable Application (2022)

Consultant Application Instructions

To appropriately respond to TDA's RFQ, complete the application below including uploading all supporting attachments. The certification page of the application must be signed in order to process your application submission.

The following documents are required as part of your submission:
1. Consultant Master Agreement : Complete the contact information on pages 1 and 9, initial each page, and sign the attached agreement. Successful applicants will receive a countersigned copy of this agreement.
2. Certificate of Insurance : Section 21 of the Consultant Master Agreement requires TDA subcontractors to maintain
  certain insurance coverage. Please provide a certificate of insurance evidencing the required coverage.
3. W-9 : Complete and sign the IRS Form W-9.
(Items 1 and 3 can be found on TDA's website at www.tdainc.org)

This application is submitted in response to TDA Consulting, Inc.’s request for qualifications for technical assistance services. Please read the instructions carefully, complete all requested information, and have an authorized representative sign the application. Incomplete applications will not be processed.
PART 1 - ORGANIZATIONAL INFORMATION
Consultant/Organization Name: *
Type of Legal Entity:
Other (entity type):
Tax ID Number: *
DUNS Number:
ORGANIZATION'S MAIN CONTACT INFORMATION
Main Contact Name: *

First Name Last Name
Mailing Address: *
City: *
State: *
Zip: *
Phone Number: *
Email: *
example@example.com
Has the organization or does the organization intend to apply directly to HUD for technical assistance funds?

YES NO
If YES above, please explain:
Has the organization or does the organization intend to apply as a subcontractor to another HUD technical assistance provider?

YES NO
If YES above, please explain:
Did a current TDA employee or subcontractor recommend that you apply to be a subcontractor with TDA?

YES NO
If yes, please list theemployee(s) and/orsubcontractor(s):

PART 2 - BILLING RATE INFORMATION
Proposed Rate Schedule

For each person who would be providing technical assistance services, provide their name, labor category from the provided list of HUD-approved labor categories, their designation as an employee of the consultant or a subcontractor, email address, and the “fully loaded” hourly billing rate. The fully loaded rate should include direct labor costs and all applicable indirect labor costs (such as fringe benefits, overhead, and G&A) but not travel, which is paid separately at the government rate. The fully loaded rate may not include a fee or profit and must be consistent with rates charged to other government and non-government clients for comparable work. Attach additional sheets if necessary.
Consultant/Organization Name *
Status (mark one):

Our organization is federally audited and has federally negotiated indirect Our organization is not federally audited and does not have federally
Name 1 *
Email *
example@example.com
HUD Labor Category *
Employment Type *
Fully Loaded Rate *
Enter dollar amount
Calendar Year Applying *
Name 2
Email
example@example.com
HUD Labor Category
Employment Type
Fully Loaded Rate
Enter dollar amount
Calendar Year Applying

PART 2 - BILLING RATE INFORMATION | Proposed Rate Schedule (continued)
Name 3
Email
example@example.com
HUD Labor Category
Employment Type
Fully Loaded Rate
Enter dollar amount
Calendar Year Applying
Name 4
Email
example@example.com
HUD Labor Category
Employment Type
Fully Loaded Rate
Enter dollar amount
Calendar Year Applying
Name 5
Email
example@example.com
HUD Labor Category
Employment Type
Fully Loaded Rate
Enter dollar amount
Calendar Year Applying

Recent Rate History

As documented in federal cost principles, it is discriminatory against the government if compensation costs are more than those being paid for similar non-government work under comparable circumstances. As such, TDA is required by HUD to “obtain evidence that its subcontractors and consultants have a recent history and pattern of actually having been paid at the proposed rate (excluding fee or profit) by their clients (including for-profit organizations, nonprofit organizations, and governments) and that these rates are consistent with the best (lowest) customary rates that were negotiated by their clients.” To comply with this requirement, provide the following information on the lowest rates charged during the previous 12 months. Provide at least three examples including at least one for each person listed above that would be providing technical assistance services. Attach additional sheets, if necessary.
Client Name #1: *
Performance Period: *
i.e., January 2017 - December 2018
Contact Person: *
Contact's Title/Position: *
Contact's Email: *
example@example.com
Contact's Phone Number: *
Consultant Staff Name: *
Fully Loaded Rate: *
Enter dollar amount
Client Name #2: *
Performance Period: *
i.e., January 2017 - December 2018
Contact Person: *
Contact's Title/Position: *
Contact's Email: *
example@example.com
Contact's Phone Number: *
Consultant Staff Name: *
Fully Loaded Rate: *
Enter dollar amount
Client Name #3: *
Performance Period: *
i.e., January 2017 - December 2018
Contact Person: *
Contact's Title/Position: *
Contact's Email: *
example@example.com
Phone Number *
Consultant Staff Name: *
Fully Loaded Rate: *
Enter dollar amount

PART 3 - PERSONNEL INFORMATION
For each person who would be providing technical assistance services, include a resume as Attachment B. Resumes should highlight work relevant to the scope of work described in TDA’s RFQ. Include a summary paragraph at the beginning of each resume that reflects the individual’s experience as a technical assistance provider. The paragraph should include information sufficient for readers to gain a broad sense of the person’s skills, experience, and knowledge. Please be sure to state the number of years of experience in housing and community development, experience providing technical assistance services, and whether the person has passed the HOME Certified Specialist – Regulations exam.
PART 4 - CERTIFICATIONS
The undersigned hereby certifies that he/she is the duly authorized representative and has the authority to submit this application on behalf of the consultant. The undersigned further certifies that the information included in this application and in any attachments in support hereof is true, correct, and complete to the best of his/her knowledge and belief. The undersigned authorizes TDA to contact the clients referenced herein to obtain performance information for the purpose of evaluating this application.
IN WITNESS WHEREOF, the consultant has caused this document to be duly executed in its name on this day of the month day of month, year.
Consultant/Organization Name: *
Signature: *

Clear
Position Title: *
Print Name: *

REQUIRED ATTACHMENTS FOR A COMPLETE SUBMISSION
- Attachment A : Corporate Resume or Brochure
- Attachment B : Personnel Resumes
- Attachment C : Signed Master Consultant Agreement
- Attachment D : Proof of Insurance as required under Section 21 of the Master Consultant Agreement
- Attachment E : Completed Form W-9
Please upload attachments below.
Attachment A *

Corporate Resume/Brochure
Cancel of
Attachment B *

Personnel Resume(s)
Cancel of
Attachment C *

Signed Master Consultant Agreement
Cancel of
Attachment D *

Proof of Insurance as Requested under Section 21 of the Master Consultant Agreement
Cancel of
Attachment E *

Completed W-9
Cancel of
Should be Empty:

PART 1 - ORGANIZATIONAL INFORMATION

ORGANIZATIONAL BIOGRAPHY

PART 2 - BILLING RATE INFORMATION

PART 3 - PERSONNEL INFORMATION

PART 4 - CERTIFICATIONS