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Contract 62256
City Secretary Contract No. 62256 FORT WORTH, VENDOR SERVICES AGREEMENT This VENDOR SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT WORTH ("City"), a Texas home rule municipal corporation, and ICF Incorporated, L.L.C. ("Vendor"), each individually referred to as a "party" and collectively referred to as the "parties." 1. Scone of Services. Vendor will develop and assist with program design, monitoring plans, and program operations for the implementation of the City's CDBG-DR program ("Services"), as set forth in more detail in Exhibits "A" and "C," attached hereto and incorporated herein for all purposes. If any provisions of the attached Exhibit "C" conflicts with the terms herein or Exhibits "A" and "B," are prohibited by applicable law, conflict with any applicable rule, regulation or ordinance of City, the terms in this Agreement and Exhibits "A" and "B" shall control. 2. Term. This Agreement begins on November 1, 2024 ("Effective Date") and expires on September 30, 2026 ("Expiration Date"), unless terminated earlier in accordance with this Agreement ("Initial Term"). 3. Compensation. City will pay Vendor in accordance with the provisions of this Agreement, including Exhibit `B," which is attached hereto and incorporated herein for all purposes. Total compensation under this Agreement will not exceed Nine Hundred Eighty -Two Thousand Dollars ($982,000.00). Vendor will not perform any additional services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City will not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. 3.1 Structure of Payments. Services provided under this Agreement will be delivered via six tasks types: (1) Program Design, (2) Monitoring Plans, (3) Program Operations, (4) Ongoing Technical Assistance (5) Support with cross -cutting regulations/CDBG-DR updates, and (6) Other Support and Consulting Functions. The estimated labor hours per task and year, and other agreed upon costs that may be expended (travel), are detailed in Exhibit B. The Vendor will issue monthly invoices for all work performed during the preceding month. Invoices will be submitted no later than the 15th day following the end of the month and sent to supnlierinvoicesa,fortworthtexas.Qov, with a copy sent to Jerin Smith at Jerin.Smith a.fortworthtexas.aov. The invoice should include the associated task(s), the total number of labor hours per task, and any traveling fees. Invoices are due and payable within 30 days of the City's receipt. Vendor Services Agreement Page 1 of 17 City Secretary Contract No. ii. The Vendor will provide the City with signed time sheets documenting the time spent on the Services, which will generally be sufficient documentation to substantiate invoices. If the City requires additional reasonable documentation, it will request the same promptly after receiving the above -described information, and the Vendor will provide such additional reasonable documentation to the extent the same is available. iii. On full and final completion of the Services, Vendor will submit a final invoice, and City will pay any balance due within 30 days of receipt of such invoice. iv. City will not be liable for any traveling expenses unless City first approves such expenses in writing. After City approval, travel reimbursement shall be paid monthly. The Vendor will include any travel expenses within monthly invoices as described above in Section 3.1(i). for all travel costs under this Agreement. v. Should the City wish to dispute an invoice, it must do so in writing within ten (10) days of receipt. Otherwise, invoices shall be deemed accurate and payable according to the terms thereof. In the event of a disputed or contested billing, only the portion being contested will be withheld from payment, and the undisputed portion will be paid. City will exercise reasonableness in contesting any bill or portion thereof. No interest will accrue on any contested portion of the billing until the contest has been mutually resolved. vi. For contested billings, the City shall make payment in full to Vendor within 30 days of the date the contested matter is resolved. If City fails to make such payment, Vendor may, after giving 7 days' written notice to City, suspend services under this Agreement until paid in full, including interest calculated from the date the billing contest was resolved. In the event of suspension of services, Vendor will have no liability to City for delays or damages caused to City because of such suspension of services. 4. Termination. 4.1. Written Notice. City or Vendor may terminate this Agreement at any time and for any reason by providing the other party with 30 days' written notice of termination. 4.2 Non-annropriation of Funds. In the event no funds or insufficient funds are appropriated by City in any fiscal period for any payments due hereunder, City will notify Vendor of such occurrence and this Agreement will terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to City of any kind whatsoever, except as to the portions of the payments herein agreed upon for which funds have been appropriated. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, City will pay Vendor for services actually rendered up to the effective date of termination and Vendor will continue to provide City with services requested by City and in accordance with this Agreement up to the effective date of termination. Upon termination of this Agreement for any reason, Vendor will provide City with copies of all completed or partially completed documents prepared under this Agreement. In the event Vendor has received access to City Information or data as a requirement to perform services hereunder, Vendor will return all City provided data to City in a machine-readable format or other format deemed acceptable to City. 5. Disclosure of Conflicts and Confidential Information. Vendor Services Agreement Page 2 of 17 City Secretary Contract No. 5.1 Disclosure of Conflicts. Vendor hereby warrants to City that Vendor has made full disclosure in writing of any existing or potential conflicts of interest related to Vendor's services under this Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Vendor hereby agrees immediately to make full disclosure to City in writing. 5.2 Confidential Information. Vendor, for itself and its officers, agents and employees, agrees that it will treat all information provided to it by City ("City Information") as confidential and will not disclose any such information to a third party without the prior written approval of City. 5.3 Public Information Act. City is a government entity under the laws of the State of Texas and all documents held or maintained by City are subject to disclosure under the Texas Public Information Act. In the event there is a request for information marked Confidential or Proprietary, City will promptly notify Vendor. It will be the responsibility of Vendor to submit reasons objecting to disclosure. A determination on whether such reasons are sufficient will not be decided by City, but by the Office of the Attorney General of the State of Texas or by a court of competent jurisdiction. 5.4 Unauthorized Access. Vendor must store and maintain City Information in a secure manner and will not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in any way. Vendor must notify City immediately if the security or integrity of any City Information has been compromised or is believed to have been compromised, in which event, Vendor will, in good faith, use all commercially reasonable efforts to cooperate with City in identifying what information has been accessed by unauthorized means and will fully cooperate with City to protect such City Information from further unauthorized disclosure. 6. Right to Audit. Vendor agrees that City will, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City will have access during normal working hours to all necessary Vendor facilities and will be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City will give Vendor reasonable advance notice of intended audits. 7. Independent Contractor. It is expressly understood and agreed that Vendor will operate as an independent contractor as to all rights and privileges and work performed under this Agreement, and not as agent, representative or employee of City. Subject to and in accordance with the conditions and provisions of this Agreement, Vendor will have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, Vendors, and subcontractors. Vendor acknowledges that the doctrine of respondeat superior will not apply as between City, its officers, agents, servants and employees, and Vendor, its officers, agents, employees, servants, contractors, and subcontractors. Vendor further agrees that nothing herein will be construed as the creation of a partnership or joint enterprise between City and Vendor. It is further understood that City will in no way be considered a Co -employer or a Joint employer of Vendor or any officers, agents, servants, employees, contractors, or subcontractors. Neither Vendor, nor any officers, agents, servants, employees, contractors, or subcontractors of Vendor will be entitled to any employment benefits from City. Vendor will be responsible and liable for any and all payment and reporting of taxes on behalf of itself, and any of its officers, agents, servants, employees, contractors, or contractors. Vendor Services Agreement Page 3 of 17 City Secretary Contract No. Liabilitv and Indemnification. 8.1 LIABILITY - VENDOR WILL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF VENDOR, ITS OFFICERS, AGENTS, EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. TO THE EXTENT ALLOWED UNDER THE LAW, NOTWITHSTANDING ANYTHING HEREIN TO THE CONTRARY, INNO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES WHAT- SOEVER (INCLUDING BUT NOT LIMITED TO LOST PROFITS OR INTERRUPTION OF BUSINESS) ARISING OUT OF OR RELATED TO, OR OTHERWISE IN CONNECTION WITH THE SERVICES PROVIDED UNDER THISAGREEMENT, EVENIFADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL VENDOR'S LIABILITY IN CONNECTION WITH THIS AGREEMENT (WHETHER IN CONTRACT, TORT OR OTHERWISE) EXCEED THE TOTAL AMOUNT DUE UNDER THIS AGREEMENT. 8.2 GENERAL INDEMNIFICATION - VENDOR HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS AND DEFEND CITY, ITS OFFICERS, AGENTS, AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR LAWSUITS, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO VENDOR'S BUSINESS AND ANY RESULTING LOST PROFITS) AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, ARISING DIRECTLY OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF VENDOR, ITS OFFICERS, AGENTS, EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS 8.3 INTELLECTUAL PROPERTY INDEMNIFICATION — Vendor agrees to defend, settle, or pay, at its own cost and expense, any claim or action against City that a deliverable infringes any U.S. patent, copyright, trade mark, or similar property right arising from City's use of the deliverable in accordance with this Agreement, it being understood that this agreement to defend, settle or pay will not apply if City modifies or misuses the deliverable. So long as Vendor bears the cost and expense of payment for claims or actions against City pursuant to this section, Vendor will have the right to conduct the defense of any claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, City will have the right to fully participate in any and all such settlement, negotiations, or lawsuit as required to protect City's interest, and City agrees to cooperate with Vendor in doing so. In the event City, for whatever reason, assumes the responsibility for payment of costs and expenses for any claim or action brought against City for infringement arising under this Agreement, City will have the sole right to conduct the defense of any such claim or action and all negotiations for its settlement or Vendor Services Agreement Page 4 of 17 City Secretary Contract No. compromise and to settle or compromise any such claim; however, Vendor will fully participate and cooperate with City in defense of such claim or action. City agrees to give Vendor timely written notice of any such claim or action, with copies of all papers City may receive relating thereto. Notwithstanding the foregoing, City's assumption of payment of costs or expenses will not eliminate Vendor's duty to indemnify City under this Agreement. If the deliverable or any part thereof is held to infringe and the use thereof is enjoined or restrained or, if as a result of a settlement or compromise, such use is materially adversely restricted, Vendor will, at its own expense and as City's sole remedy, either: (a) procure for City the right to continue to use the software and/or documentation; or (b) modify the software and/or documentation to make it non -infringing, provided that such modification does not materially adversely affect City's authorized use of the software and/or documentation; ; or (c) if none of the foregoing alternatives is reasonably available to Vendor terminate this Agreement, and refund all amounts paid to Vendor by City for the infringing deliverable. Assienment and Subcontracting. 9.1 Assignment. Vendor will not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of City. If City grants consent to an assignment, the assignee will execute a written agreement with City and Vendor under which the assignee agrees to be bound by the duties and obligations of Vendor under this Agreement. Vendor will be liable for all obligations of Vendor under this Agreement prior to the effective date of the assignment. 9.2 Subcontract. If City grants consent to a subcontract, the subcontractor will execute a written agreement with Vendor referencing this Agreement under which subcontractor agrees to be bound by the duties and obligations of Vendor under this Agreement as such duties and obligations may apply. Vendor must provide City with a fully executed copy of any such subcontract. 10. Insurance. Vendor must provide City with certificate(s) of insurance documenting policies of the following types and minimum coverage limits that are to be in effect prior to commencement of any Services pursuant to this Agreement: 10.1 Coverage and Limits (a) Commercial General Liability: $1,000,000 - Each Occurrence $2,000,000 - Aggregate (b) Automobile Liability: $1,000,000 - Each occurrence on a combined single limit basis Coverage will be on any vehicle used by Vendor, or its employees, agents, or representatives in the course of providing Services under this Agreement. "Any vehicle" will be any vehicle owned, hired and non -owned. (c) Worker's Compensation: Vendor Services Agreement Page 5 of 17 City Secretary Contract No. Statutory limits according to the Texas Workers' Compensation Act or any other state workers' compensation laws where the Services are being performed Employers' liability $100,000 - Bodily Injury by accident; each accident/occurrence $100,000 - Bodily Injury by disease; each employee $500,000 - Bodily Injury by disease; policy limit (d) Professional Liability (Errors & Omissions): $1,000,000 - Each Claim Limit $1,000,000 - Aggregate Limit Professional Liability coverage may be provided through an endorsement to the Commercial General Liability (CGL) policy, or a separate policy specific to Professional E&O. Either is acceptable if coverage meets all other requirements. Coverage must be claims -made, and maintained for the duration of the contractual agreement and for two (2) years following completion of services provided. An annual certificate of insurance must be submitted to City to evidence coverage. 10.2 General Requirements (a) The commercial general liability and automobile liability policies must include City as an additional insured thereon, as its interests may appear. The term City includes its employees, officers, officials, agents, and volunteers in respect to the contracted services. (b) The workers' compensation policy must include a Waiver of Subrogation (Right of Recovery) in favor of City. (c) A minimum of Thirty (30) days' notice of cancellation or reduction in limits of coverage must be provided to City. Ten (10) days' notice will be acceptable in the event of non-payment of premium. Notice must be sent to the Risk Manager, City of Fort Worth, 100 Fort Worth Trail, Fort Worth, Texas 76102, with copies to the Fort Worth City Attorney at the same address. "(d) The insurers for all policies must be licensed and/or approved to do business in the State of Texas. All insurers must have a minimum rating of A- VII in the current A.M. Best Key Rating Guide, or have reasonably equivalent financial strength and solvency to the satisfaction of Risk Management. If the rating is below that required, written approval of Risk Management is required. (e) Any failure on the part of City to request required insurance documentation will not constitute a waiver of the insurance requirement. (f) Certificates of Insurance evidencing that Vendor has obtained all required insurance will be delivered to the City prior to Vendor proceeding with any work pursuant to this Agreement. Vendor Services Agreement Page 6 of 17 City Secretary Contract No. 11. Comnliance with Laws. Ordinances. Rules and Reeulations. Vendor agrees that in the performance of its obligations hereunder, it will comply with all applicable federal, state and local laws, ordinances, rules and regulations and that any work it produces in connection with this Agreement will also comply with all applicable federal, state and local laws, ordinances, rules and regulations. If City notifies Vendor of any violation of such laws, ordinances, rules or regulations, Vendor must immediately desist from and correct the violation. 12. Non -Discrimination Covenant. Vendor, for itself, its personal representatives, assigns, contractors, subcontractors, and successors in interest, as part of the consideration herein, agrees that in the performance of Vendor's duties and obligations hereunder, it will not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. IF ANY CLAIM ARISES FROM AN ALLEGED VIOLATION OF THIS NON-DISCRIMINATION COVENANT BY VENDOR, ITS PERSONAL REPRESENTATIVES, ASSIGNS, CONTRACTORS, SUBCONTRACTORS, OR SUCCESSORS IN INTEREST, VENDOR AGREES TO ASSUME SUCH LIABILITY AND TO INDEMNIFY AND DEFEND CITY AND HOLD CITY HARMLESS FROM SUCH CLAIM. 13. Notices. Notices required pursuant to the provisions of this Agreement will be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: To CITY: City of Fort Worth Attn: Assistant City Manager 100 Fort Worth Trail Fort Worth, TX 76102-6314 Facsimile: (817) 392-8654 To VENDOR: ICF Incorporated L.L.C. Cara Small, Senior Manager Contracts 1902 Reston Metro Plaza Reston, VA 20190Facsimile: (703) 934-3740 Cara. Smallaicf.com With copy to Fort Worth City Attorney's Office at With copy to ICF Legal at the same address same address 14. Solicitation of Emnlovees. Neither City nor Vendor will, during the term of this Agreement and additionally for a period of one year after its termination, solicit for employment or employ, whether as employee or independent contractor, any person who is or has been employed by the other during the term of this Agreement, without the prior written consent of the person's employer. Notwithstanding the foregoing, this provision will not apply to an employee of either party who responds to a general solicitation of advertisement of employment by either party. 15. Governmental Powers. It is understood and agreed that by execution of this Agreement, City does not waive or surrender any of its governmental powers or immunities. 16. No Waiver. The failure of City or Vendor to insist upon the performance of any term or provision of this Agreement or to exercise any right granted herein does not constitute a waiver of City's or Vendor's respective right to insist upon appropriate performance or to assert any such right on any future occasion. Vendor Services Agreement Page 7 of 17 City Secretary Contract No. 17. Governing Law / Venue. This Agreement will be construed in accordance with the laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought pursuant to this Agreement, venue for such action will lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 18. Severability. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions will not in any way be affected or impaired. 19. Force Maieure. City and Vendor will exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but will not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control, including, but not limited to, compliance with any government law, ordinance, or regulation; acts of God; acts of the public enemy; fires; strikes; lockouts; natural disasters; wars; riots; epidemics or pandemics; government action or inaction; orders of government; material or labor restrictions by any governmental authority; transportation problems; restraints or prohibitions by any court, board, department, commission, or agency of the United States or of any States; civil disturbances; other national or regional emergencies; or any other similar cause not enumerated herein but which is beyond the, reasonable control of the Party whose performance is affected (collectively, "Force Majeure Event"). The performance of any such obligation is suspended during the period of, and only to the extent of, such prevention or hindrance, provided the affected Party provides notice of the Force Majeure Event, and an explanation as to how it prevents or hinders the Party's performance, as soon as reasonably possible after the occurrence of the Force Majeure Event, with the reasonableness of such notice to be determined by the City in its sole discretion. The notice required by this section must be addressed and delivered in accordance with Section 13 of this Agreement. 20. Headings not Controlling. Headings and titles used in this Agreement are for reference purposes only, will not be deemed a part of this Agreement, and are not intended to define or limit the scope of any provision of this Agreement. 21. Amendments / Modifications / Extensions. No amendment, modification, or extension of this Agreement will be binding upon a party hereto unless set forth in a written instrument, which is executed by an authorized representative of each party. 22. Counterparts. This Agreement may be executed in one or more counterparts and each counterpart will, for all purposes, be deemed an original, but all such counterparts will together constitute one and the same instrument. 23. Warranty of Services. Vendor warrants that its services will be of a high quality and conform to generally prevailing industry standards. City must give written notice of any breach of this warranty within thirty (30) days from the date that the services are completed. In such event, at Vendor's option, Vendor will either (a) use commercially reasonable efforts to re -perform the services in a manner that conforms with the warranty, or (b) refund the fees paid by City to Vendor for the nonconforming services. 24. Immigration Nationalitv Act. Vendor must verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). Vendor must adhere to all Federal and State laws as well as establish appropriate procedures and controls so that no services will be performed by any Vendor employee who is not legally eligible to perform such services. VENDOR WILL INDEMNIFY CITY AND HOLD CITY Vendor Services Agreement Page 8 of 17 City Secretary Contract No. HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY VENDOR, VENDOR'S EMPLOYEES, CONTRACTORS, SUBCONTRACTORS, OR AGENTS. City, upon written notice to Vendor, will have the right to immediately terminate this Agreement for violations of this provision by Vendor. 25. Ownership of Work Product. City will be the sole and exclusive owner of all reports, work papers, procedures, guides, and documentation that are created, published, displayed, or produced in conjunction with the services provided under this Agreement (collectively, "Work Product"). Further, City will be the sole and exclusive owner of all copyright, patent, trademark, trade secret and other proprietary rights in and to the Work Product. Ownership of the Work Product will inure to the benefit of City from the date of conception, creation or fixation of the Work Product in a tangible medium of expression (whichever occurs first). Each copyrightable aspect of the Work Product will be considered a "work -made - for -hire" within the meaning of the Copyright Act of 1976, as amended. If and to the extent such Work Product, or any part thereof, is not considered a "work -made -for -hire" within the meaning of the Copyright Act of 1976, as amended, Vendor hereby expressly assigns to City all exclusive right, title and interest in and to the Work Product, and all copies thereof, and in and to the copyright, patent, trademark, trade secret, and all other proprietary rights therein, that City may have or obtain, without further consideration, free from any claim, lien for balance due, or rights of retention thereto on the part of City. 26. Signature Authoritv. The person signing this Agreement hereby warrants that they have the legal authority to execute this Agreement on behalf of the respective party, and that such binding authority has been granted by proper order, resolution, ordinance or other authorization of the entity. This Agreement and any amendment hereto, may be executed by any authorized representative of Vendor. Each party is fully entitled to rely on these warranties and representations in entering into this Agreement or any amendment hereto. 27. Chanee in Companv Name or Ownership. Vendor must notify City's Purchasing Manager, in writing, of a company name, ownership, or address change for the purpose of maintaining updated City records. The president of Vendor or authorized official must sign the letter. A letter indicating changes in a company name or ownership must be accompanied with supporting legal documentation such as an updated W-9, documents filed with the state indicating such change, copy of the board of director's resolution approving the action, or an executed merger or acquisition agreement. Failure to provide the specified documentation so may adversely impact future invoice payments. 28. No Bovcott of Israel. If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not apply. Vendor acknowledges that in accordance with Chapter 2271 of the Texas Government Code, the City is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. The terms "boycott Israel" and "company" has the meanings ascribed to those terms in Section 2271 of the Texas Government Code. By signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the Agreement. 29. Prohibition on Bovcottina EnerLyv Companies. Vendor acknowledges that in accordance with Chapter 2276 of the Texas Government Code, City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the City with a company with 10 or more full-time employees unless the contract contains a written verification from the company that it: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of the contract. To the extent that Chapter 2276 of the Vendor Services Agreement Page 9 of 17 City Secretary Contract No. Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's signature provides written verification to City that Vendor: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of this Agreement. 30. Prohibition on Discrimination Against Firearm and Ammunition Industries. Vendor acknowledges that except as otherwise provided by Chapter 2274 of the Texas Government Code, City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the City with a company with 10 or more full-time employees unless the contract contains a written verification from the company that it: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate during the term of the contract against a firearm entity or firearm trade association. To the extent that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's signature provides written verification to City that Vendor: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate against a firearm entity or firearm trade association during the term of this Agreement. 31. Electronic Signatures. This Agreement may be executed by electronic signature, which will be considered as an original signature for all purposes and have the same force and effect as an original signature. For these purposes, "electronic signature" means electronically scanned and transmitted versions (e.g. via pdf file or facsimile transmission) of an original signature, or signatures electronically inserted via software such as Adobe Sign. 32. Entirety of Agreement. This Agreement contains the entire understanding and agreement between City and Vendor, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. (signature page follows) Vendor Services Agreement Page 10 of 17 City Secretary Contract No. ACCEPTED AND AGREED: CITY OF FORT WORTH: CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of By: C this contract, including ensuring all performance and Name: Jesica McEachern reporting requirements. Title: Assistant City Manager Date: Nov 5, 2024 S By: Name: Jerin Smith APPROVAL RECOMMENDED: Title: Neighborhood Development Coordinator K APPROVED AS TO FORM AND LEGALITY: By: Name: Kacey Bess Title: Neighborhood Services Director By: Name: Jessika Williams ATTEST: Title: Assistant City Attorney CONTRACT AUTHORIZATION: q A M&C: 24-0554 By: Form 1295: 2024-1165431 Name: Jannette Goodall Title: City Secretary VENDOR: ICF INCORPORATED L.L.C. By: Name: Cara Small Title: Senior Manager, Contracts Vendor Services Agreement Page 11 of 17 City Secretary Contract No. EXHIBITS: EXHIBIT "A" --- Scope of Services EXHIBIT "B" --- Fees and Price Schedule EXHIBIT "C" --- Request for Proposal Vendor Services Agreement Page 12 of 17 City Secretary Contract No. EXHIBIT A SCOPE OF SERVICES Vendor will provide comprehensive consulting services to the City of Fort Worth Neighborhood Services Staff for the implementation of the disaster recovery programs funded by the Housing and Urban Development (HUD) Community Development Block Grant Disaster Recovery (CDBG-DR) grant. Vendor will work with City staff to support managing program operations, managing subrecipients, and addressing any capacity gaps, if any. The scope of work includes the following tasks: Task 1: Program Design • Comprehensive design for the housing, infrastructure, and mitigation programs • Policy development • Compliance with HUD Federal Register notice allocating these funds • Duplication of Benefits (DOB) Analysis Task 2: Monitoring Plans • Assist with finalizing City's CDBG-DR policies and procedures • Develop customized plans based on CDBG-DR monitoring checklists • Educate on how projects and programs will be monitored for compliance Task 3: Program Operations • Effective communication with stakeholders and the public regarding processes, availability of funding, and access to the CDBG-DR application • Identify actions that can be carried out concurrently to alleviate roadblocks, save time, and costs. • Assist with case management/intake, inspections, financial management, construction management, and monitoring. • Provide training and tools that City staff can utilize Task 4: Ongoing Technical Assistance (TA) and CDBG-DR Updates • Assist in troubleshooting issues • Coordinate with City staff on specific training/job aids to ensure compliance Task 5: Support with Cross -cutting Regulations/CDBG-DR Updates; will be provided on an as needed basis and at the direction of the City. Provide City staff with any federal regulatory updates Task 6: Other Support and Consulting Functions. • TA to support the City throughout the program life cycle, scaling our TA resources up or down at the City's discretion. • Support may include unanticipated requests that are not currently included within tasks 1 through 4, up to 100 hours, within the maximum not -to -exceed (NTE) price. Vendor Services Agreement Page 13 of 17 City Secretary Contract No. Timeline The following is a list of key tasks and/or deliverables by contract year based on the parties' understanding of the scope of services at the time of this Agreement: Year 1 Schedule and Milestones Estimated Delivery / Duration Task 1: On -Site Project Kick -Off and Program Design Procedures Project Kick -Off 14 days after contract NTP. 10/1/2024 - 10/7/2024 Introduce ICF project team, discuss priority needs, and submit Final Work Plan to NSD 10/l/2024 - 10/7/2024 Virtual SF Housing Kick -Off meeting 10/1/2024 - 10/7/2024 Virtual Multifamily Kick -Off meeting 10/1/2024 - 10/7/2024 Virtual Infrastructure and Mitigation Kick -Off meeting 10/1/2024 - 10/7/2024 Write policies for all programs and/or focus on priority programs to launch. Oct 2024 - Nov 2024 / Ongoing as needed Develop workflows and SOPs for all programs and/or priority programs to launch. Nov 2024 - Dec 2024 / Ongoing as needed Determine cross -cutting compliance requirements, develop policies, and deliver training. Dec 2024 - Jan 2025 / Ongoing as needed Task 2: Monitoring Plans Develop and maintain Risk Assessment and Monitoring Plan for Housing Programs and checklists Oct 2024 - Nov 2024 / Ongoing as needed Develop and maintain Risk Assessment and Monitoring Plan for Infrastructure and checklists Oct 2024 - Nov 2024 / Ongoing as needed Develop and maintain Monitoring Plan for Developers and checklists Dec 2024 - Jan 2025 / Ongoing as needed Develop and maintain Monitoring Plan for Contractors and checklists Dec 2024 - Jan 2025 / Ongoing as needed On -going monitoring of CDBG-DR activities Feb 2025 - Aug 2025 / Ongoing as needed Task 3: Program Operations Begin Tier 1 Environmental Review for Housing Programs Nov 2024 - Jan 2025 / Ongoing as needed Begin and support Environmental Review(s) for Infrastructure Nov 2024 - Jan 2025 / Ongoing as needed Develop and refine program tools such as applications and guidelines Starts Dec 2024 and Ongoing as needed Secure and support Housing Counseling Services Starts Jan 2025 and Ongoing as needed Begin and support applicant intake for housing programs Starts Jan 2025 and Ongoing as needed Begin and support damage assessments, inspections, Tier 2s Feb 2025 - Mar 2025 / Ongoing as needed Begin housing rehabilitation - after AUGF Starts Apr 2025 and Ongoing as needed Begin and support Infrastructure project(s) - after AUGF Starts Apr 2025 and Ongoing as needed Virtual Finance and Administration Kick -Off meeting Vendor Services Agreement Page 14 of 17 Schedule and Milestones Assist staff DRGR set-up, program reports, QPRs, and financial compliance requirements Assist with procurement of services if needed Assist with document control and project files On -going technical assistance and CDBG-DR program updates Task 4: On -going technical assistance and CDBG-DR program updates Task 5: Provide support for compliance and cross -cutting federal requirement (as needed) Task 6: Other Support Provided (as needed) City Secretary Contract No. Year 1 Estimated Delivery / Duration Starts Oct 2024 and Ongoing as needed Oct 2024 - Nov 2024 / Ongoing as needed Ongoing as needed Ongoing as needed Ongoing as needed Ongoing as needed Starts May 2025 and Ongoing as needed Year 2 Schedule and Milestones Estimated Delivery / Duration Ak.] Task 1: On -Site Project Kick -Off and Program Design Procedures Project Kick -Off 14 days after contract NTP. N/A Introduce ICF project team, discuss priority needs, and submit Final Work Plan to NSD N/A Virtual SF Housing Kick -Off meeting N/A Virtual Multifamily Kick -Off meeting N/A Virtual Infrastructure and Mitigation Kick -Off meeting N/A Write policies for all programs and/or focus on priority programs to launch. N/A Develop workflows and SOPS for all programs and/or priority programs to launch. N/A Determine cross -cutting compliance requirements, develop policies, and deliver training. N/A Task 2: Monitoring Plans Develop and maintain Risk Assessment and Monitoring Plan for Housing Programs and checklists N/A IDevelop and maintain Risk Assessment and Monitoring Plan for Infrastructure and checklists N/A Develop and maintain Monitoring Plan for Developers and checklists N/A Develop and maintain Monitoring Plan for Contractors and checklists N/A On -going monitoring of CDBG-DR activities N/A Task 3: Program Operations Begin Tier 1 Environmental Review for Housing Programs N/A Begin and support Environmental Review(s) for Infrastructure N/A Vendor Services Agreement Page 15 of 17 Develop and refine program tools such as applications and guidelines Secure and support Housing Counseling Services Begin and support applicant intake for housing programs Begin and support damage assessments, inspections, Tier 2s Begin housing rehabilitation - after AUGF Begin and support Infrastructure project(s) - after AUGF Virtual Finance and Administration Kick -Off meeting Assist staff DRGR set-up, program reports, QPRs, and financial compliance requirements Assist with procurement of services if needed Assist with document control and project files On -going technical assistance and CDBG-DR program updates Task 4: On -going technical assistance and CDBG-DR program updates Task 5: Provide support for compliance and cross -cutting federal requirement (as needed) Task 6: Other Support Provided (as needed) City Secretary Contract No. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Ongoing as needed Ongoing as needed Ongoing as needed Vendor Services Agreement Page 16 of 17 Task 1: Program Design Hours Task 2: Monitoring Plans Hours Task 3: Program Operations Hours Task 4: Ongoing Technical Assistance and Program Updates Hours Task 5: Support with Cross -cutting Regulations Hours Task 6: Other Suppot and Consulting Functions Hairs Estimated TotalT&M Price: Dollars Travel City Secretary Contract No. EXHIBIT B FEES AND PRICE SCHEDULE Vendor will submit an invoice by the 15t1' of each month based on hours and expenses incurred. Each invoice will include the associated task(s) (Tasks 1-6), a description of services provided, the number of hours spent on each task, the per hour rate for each labor category, and a cumulative total for all hours completed. Vendor will provide timesheets worked for that month and all receipts for travel including, but not limited to, mileage report for drive time, airfare, per diem for food (all receipts provided), and hotel stay. Vendor's total estimated labor cost for all six tasks is $948,988.00 and estimated travel expenses are $33,012.00. Estimated hours by task and labor category, and hourly rates by year and labor category are provided within the table below. Labor Categories Tasks Project Manager Lead Support Staff Total Labor Hourly Rates Hourly Rates Hourly Rates Yearl-$180 Year2-$185 Yearl-$160 Year2-$165 Yearl-$140 Year2-$144 200 0 490 0 1284 0 40 0 100 0 200 0 Total Travel Total Estimated Year 1 Year2 T&M Price 1974 0 $294,160 340 0 $51,200 15 0 480 0 1488 0 1983 0 1 $287,820 128 312 192 404 128 312 448 1028 $240,988 64 104 64 104 0 0 128 208 $58,160 0 8 0 92 0 0 0 100 $16,660 $80,460 $78,440 $212,160 $99,000 $434,000 $44,928 $726,620 $222,368 S33,012 $982,000 In addition to consulting fees, the City will reimburse Vendor for reasonable and customary expenses including expenses incurred for travel, such as local transportation, lodging, and meals. However, City will not be liable for any traveling expenses unless City first approves such expenses in writing. Travel expenses will be billed to the City monthly in arrears as incurred. Vendor estimates a total travel cost up to $33,012. The travel estimate is predicated on the Vendor's assumption that the Project Manager will spend three (3) months onsite during the launch phase, and one week of the following three (3) months onsite. Key leads will travel to Fort Worth for up to two (2) three-day trips. Additional expenses beyond the estimated amount will require review and approval by City. Vendor Services Agreement Page 17 of 17 Submitted to: City of Fort Worth Neighborhood Services Department 200 Texas Street Fort Worth, TX 76102 Sharon Burkley Community Development Planning Manager 817.392.5785 Submitted by: ICF Incorporated, L.L.C. 1902 Reston Metro Plaza Reston, VA 20190 703.934.3000 Cara Small Senior Manager, Contracts 804.200.1646 cara.small@icf.com sharon.burkley@fortworthtexas.gov `I **ICF Materials herein and the overall compilation are proprietary to ICF Incorporated, L.L.C. and protected under the US Copyright Act. Isolated elements are used with permission from the rightful owner, as necessary. ICF Cover Letter ICF Incorporated, L.L.C. 1902 Reston Metro Plaza Reston, VA 20190 703.934.3000 March 14, 2024 City of Fort Worth Neighborhood Services Department Attn: Sharon Burkley, Community Development Planning Manager 200 Texas Street Fort Worth, TX 76102 Subject: Request for Proposals (RFP) Number NSD24-002—Disaster Recovery Staff Augmentation Dear Ms. Burkley: ICF Incorporated, L.L.C. (ICF) is pleased to submit our response to the subject RFP and acknowledge receipt of Addendum 1 dated 3/4/2024 and the Frequently Asked Questions (FAQ) document issued 3/6/2024. The City of Fort Worth's Neighborhood Services Department (NSD or the City) has taken significant steps to address affordable housing and resilience for its disaster -affected residents. The City's thoughtful action plan, developed in collaboration with local and federal stakeholders, prioritizes these critical needs. As a first-time Community Development Block Grant Disaster Recovery (CDBG-DR) grantee and a longstanding U.S. Department of Housing and Urban Development (HUD) entitlement grantee, the City has a solid foundation with an experienced team, robust systems, and internal controls to ensure CDBG-DR programs will be implemented effectively. The City is seeking a strategic partner to enhance their efforts, and ICF is ready to immediately support NSD staff as their consultant and partner through the next phases of recovery. Our unparalleled CDBG-DR experience will help NSD finalize program design, launch initiatives, and ensure compliance from launch through closeout. Together, we will help NSD with Ft. Worth's resilient recovery by offering: ✓ Experience resulting in timely and cost-effective program design and operations, drawing from decades of proven best practices ✓ Compliance resulting in a streamlined experience for applicants and audit -ready files that are documented in the City's and HUD's systems of record ✓ Efficiency resulting in replicable procedures, transparent program operations, and timely delivery of much -needed recovery and mitigation assistance. ICF, a top -tier multidisciplinary consulting firm, has successfully implemented CDBG-DR recovery and resiliency programs across 84 different disaster declarations, including throughout Texas since 2018. With over 25 years of experience, we have consistently provided reliable program 2024 Copyright, ICF Incorporated, LLC ICF design, monitoring, program operations, and technical assistance (TA) and training to HUD's grantees, subrecipients, developers, and beneficiaries. Our expertise helps them navigate complex grant and financial requirements, prepare for launching new programs, leverage other federal disaster assistance, build new and adapt existing programs and processes, and establish replicable systems for implementing recovery and mitigation programs compliantly and efficiently from launch through closeout. As the nation's leading CDBG-DR TA and training provider, we have also been actively involved in the daily work required to implement these programs alongside local government agencies, states, developers, and nonprofit organizations. Our unwavering focus on outcomes and delivery ensures a legacy across all CDBG-DR projects and programs we support. Our Fort Worth —native project manager, Deb Siefert, along with assigned key and support staff are ready to assist the City with program design by expanding the programs outlined in the City of Fort Worth's Action Plan with guidelines, policies, and procedures to ensure they are ready to launch. They will share their deep HUD experience in monitoring plan development to ensure the City and its subrecipients are always audit -ready; showcase ICF's exceptional CDBG-DR program operations experience; offer on -demand TA for all areas of CDBG compliance, including complex cross -cutting federal regulations; and be available for other support as requested by NSD. Legacy of Lasting Results Louisiana $713 CDBG-DR Pennsylvania Puerto Rico New Jersey DCA Hurricane Homeowner Program CDBG-DR Program R3 CDBG-DR Program Ida CDBG-DR Programs 117,000+ homeowners 144 homes and businesses 4,470 applicants Designed policies and SOPS, and renters returned to relocated through brokered made eligible, 2,048 built capacity for DCA staff to safe, resilient homes agreements between homes complete launch and deliver $377 million within 2 years DCED and PEMA in CDBG-DR programs T T T T 1 2006 ��i 2015 i®. 12019 ��� 2022 �® y y y y 4 CDBG-DR Texas GLO $513 Puerto Rico Oregon Homeowner Programs CDBG-DR Program City Revitalization HCS Wildfire CDBG-DR Programs 26,000+ homeowners 6,004 home construction CDBG-DR Program Put all systems, people, processes, safely relocate or completions to withstand 30 municipalities and tools in place to launch $422 return to homes future disasters supported across 114 million in CDBG-DR infrastructure, projects, totaling $307 mitigation, public services, million in CDBG-DR, housing, economic revitalization, including parks, city and planning programs centers, and roads ICF's proposal remains valid for a period of not less than 90 days from the solicitation due date, and our proposal does not include the use of subconsultants. Cara Small, the signatory below, is duly authorized to bind ICF to the terms of our proposal. For any questions, requests for clarification, or additional information, please include the following individuals: Cara Small Senior Manager, Contracts 1902 Reston Metro Plaza Reston, VA 20190 804.200.1646 cara.smallna icf.com Deb Siefert Director, Disaster Management Address Confidential Fort Worth, TX 76117 303.728.6357 deborah.siefertaa icf.com 2024 Copyright, ICF Incorporated, LLC �ICF We appreciate the consideration of our qualifications and look forward to the opportunity to provide exemplary service to the City. Please let us know if we can help answer any questions you may have related to ICF's proposal. Sincerely, Cara M. Small Senior Manager, Contracts 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Table of Contents CoverLetter.........................................................................................................................................................................................................1 1 Qualifications, Related Experience and References...................................................................................................6 ICFFirm Profile.....................................................................................................................................................................................6 ICF Financial Condition Statement.........................................................................................................................................9 ContractTerminations....................................................................................................................................................................9 RecentExperience.............................................................................................................................................................................9 Qualifications and References.................................................................................................................................................10 Qualificationand Reference 1........................................................................................................................................11 Qualificationand Reference 2.....................................................................................................................................12 Qualification and Reference 3.....................................................................................................................................13 2 Proposed Staffing and Project Organization..................................................................................................................15 KeyPrimary Personnel..................................................................................................................................................................15 ProjectOrganizational Chart...................................................................................................................................................20 SupportPersonnel...........................................................................................................................................................................21 3 Work Plan...............................................................................................................................................................................................23 Task1. Program Design.................................................................................................................................................................26 Task2. Monitoring Plans..............................................................................................................................................................29 Task3. Program Operations....................................................................................................................................................30 Task 4. Ongoing TA and Program Updates.....................................................................................................................34 Task 5. Cross -Cutting Requirements Support............................................................................................................36 FinancialManagement.....................................................................................................................................................37 Schedule, Budget, and Quality Control................................................................................................................38 Task 6. Other Support and Consulting Functions....................................................................................................40 AnticipatedSchedule..................................................................................................................................................................40 StaffingTable......................................................................................................................................................................................44 4 Fee Proposal........................................................................................................................................................................................45 4.1 Period of Performance.....................................................................................................................................................45 4.2 Contract Type.......................................................................................................................................................................45 4.3 Hourly Rate Schedule.......................................................................................................................................................45 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 4.4 Travel...........................................................................................................................................................................................45 4.5 Maximum NTE Fee..............................................................................................................................................................46 4.6 Assumptions...........................................................................................................................................................................46 4.7 Invoicing and Payment ....................................................................................................................................................46 4.8 Exceptions...............................................................................................................................................................................46 5 Resumes................................................................................................................................................................................................50 6 Attachments.......................................................................................................................................................................................62 Certificateof Good Standing..................................................................................................................................................62 CertificationForm Note..............................................................................................................................................................63 NegativeHistory Cert...................................................................................................................................................................63 Licensing and Cert Requirements........................................................................................................................................63 Proof of Registration in the System of Award Management.............................................................................64 2024 Copyright, ICF Incorporated, LLC 5 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 JW I" Volume I. Technical Proposal March 15, 2024 1 Qualifications, Related Experience and References ICF Firm Profile ICF International, Inc. formed in 1999 under the name ICF Consulting Group Holdings, L.L.C. in a bid to purchase our principal operating subsidiary, founded in 1969, from a larger services organization. Our common stock trades on the NASDAQ Global Select Market under the symbol "ICFI". ICF Incorporated, L.L.C., the bidding entity for this proposal, is a wholly owned subsidiary of ICF Consulting Group, Inc., whose ultimate parent company is ICF International, Inc. ICF Consulting Group, Inc. has 100% ownership of ICF Incorporated, L.L.C., and ICF International, Inc. has 100% ownership of ICF Consulting Group, Inc. Our principal executive office is currently located at 1902 Reston Metro Plaza, Reston, Virginia 20190. We provide professional services and technology - based solutions to government and commercial clients, including management, marketing, technology, and policy consulting and implementation services. We serve clients with a global network of 39 regional offices throughout the U.S., and 24 offices in key markets outside of the U.S. Today ICF International is a $1.55- billion publicly traded global consulting and technology services provider, with over 16 subsidiaries, including ICF Incorporated, L.L.C., the bidding entity for this proposal. ICF International employs over 9,000 employees worldwide, including 92 Texas -based employees and this proposal's Project Manager in Fort Worth. ICF's Disaster Management division helps communities mitigate against, respond to, and recover from natural disasters. As an established leader, we bring deep on -the -ground experience from nearly every major natural disaster in recent U.S. history. Over the last two decades, we've successfully supported recovery efforts in Texas, Florida, Louisiana, Oklahoma, Missouri, Kentucky and more. Additionally, ICF is one of the lead training and technical assistance providers to HUD, where we help new and experienced CDBG-DR grantees navigate the nuances and flexibility that come with all versions of CDBG programs and funding sources. 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 We've successfully worked with clients across the country, handling similar projects. As you can see through Exhibit 1 below, for the past 25 years, we have specialized in developing and implementing CDBG-DR and CDBG-MIT (mitigation) programs and projects across the country, always complying with applicable federal, state, and local regulations, tailored to meet the needs of impacted communities, with an emphasis on supporting those who have struggled the most to recover prior to the availability of CDBG-DR funding. We are honored by the prospect of supporting Fort Worth, as we are committed to making Texas stronger in the face of future disasters, just as we've done for the State of Texas and local governments in Texas since 2018. Our team includes Fort Worth residents, and we offer Texas - based training, best practices, and staff experienced in grant management, case management, monitoring and compliance, procurement, financial management, data analysis, reporting, and administration of affordable housing, public infrastructure, and community development. 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 *� C Volume 1. Technical Proposal March 15, 2024 Exhibit 1. ICF's CDBG-DR Staff Augmentation (SA), TA, and Implementation Experience Give the City the experience, compliance, and efficiency capacity it needs to deliver CDBG- DR programs. 011 n:�-r n 1997 NORTH DAKOTA RED RIVER FLOOD: Staff 0 augmentation of HUD -funded downtown redevelopment and buyout program 2006 HURRICANES KATRINA AND RITA: Staff augmentation, implementation, and TA for $13.4 billion in CDBG-DR housing programs 2015 HURRICANE IRENE AND TROPICAL STORM LEE: 400 Staff augmentation, Action Plan, and TA for the Commonwealth of Pennsylvania's CDBG-DR infrastructure and buyout programs 2018 HURRICANE HARVEY' Staff augmentation, implementation, and TA for $5.7 billion in CDBG-DR and $4.3 billion in CDBG-MIT housing, infrastructure, planning, and economic development programs for the State of Texas 2019 HURRICANES IRMA AND MARIA: Staff augmentation, implementation, and TA of CDBG- DR and FEMA homeowner, local government, and private/nonprofit infrastructure and economic development programs in Puerto Rico g� 2020 TA SOUTH CAROLINA SEVERE STORMS AND FLOODING: Staff augmentation and TA for infrastructure, housing and planning programs 18in Columbia, SC 2020 EL DERECHO: Staff augmentation and TA for CDBG-DR infrastructure, housing, and planning programs for the State of Iowa s2021 TA WILDFIRES: Staff augmentation, implementation, and TA for CDBG-DR infrastructure, housing, public service, and planning programs for the State of Oregon 2021 TORNADOES AND FLOODING: Staff augmentation and TA for CDBG-DR infrastructure, housing, public service, and planning programs for the Commonwealth of Kentucky 2022 DISASTER RESPONSE: Staff augmentation, Action Plan, and TA, in addition to policies, procedures, and process flows for CDBG-DR/MIT grants for the States of Alaska and Michigan 1999 f400 OKLAHOMA F5 TORNADO: Staff augmentation and TA for HUD -funded comprehensive recovery in Oklahoma City and Midwest City 2013 18 SUPERSTORM SANDY: Staff augmentation, implementation, and TA for $4.2 billion in CDBG-DR, including 30+ programs for the State of New Jersey 2017 0 HUD TECHNICAL ASSISTANCE: Actions Developed and released HUD CDBG-DR Toolkit for all CDBG-DR grantees to use for staff augmentation 2019 ARKANSAS RIVER FLOODS AND SEVERE CTA STORMS: Staff augmentation, implementation, and TA for CDBG-DR buyouts and acquisitions for Tulsa County, OK 2019 HURRICANES MATTHEW AND FLORENCE: Staff augmentation, implementation, and TA of CDBG-DR homeowner buyout and relocation programs for the State of North Carolina 2020 COVID-19: Staff augmentation, implementation, and TA for CDBG-CV subrecipient programs for State of California 2020 DISASTER RESPONSE: Staff augmentation, Action e Plan, and TA, in addition to policies, procedures, and process flows for CDBG-DR/MIT grants for the States of Florida, Louisiana, Missouri, and West Virginia 2021 KILUEA ERUPTION: TA for Hawaii County for its CDBG-DR and CDBG-MIT buyout and relocation programs 2021 HURRICANE IDA: Staff augmentation, implementation, and TA for CDBG-DR infrastructure, housing, public service, and planning programs for the State of New Jersey 2023 HURRICANE IAN: Staff augmentation, implementation, and TA for CDBG-DR housing, infrastructure, and planning programs for Lee County, FL 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 ICF Financial Condition Statement ICF has the financial capacity, working capital, and other resources to perform the contract without assistance from any outside source. ICF's collective affiliates shared financial strength is demonstrated by both its net income of $71.1 million and its favorable cash flow by the generation of $110 million in cash from operations, which shows ICF has been on a consistent growth trajectory, doubling in size every 5 years for the past 2 decades. Supporting ICF's growth is its access to additional capital through both a $1.55-billion credit facility provided by a consortium of major banks and to the financial markets as a publicly traded company. ICF's consolidated revenues and profitability combined with the size of its staff and its many offices worldwide ensure that all necessary resources to field a well -qualified staff and procure the latest technologies to support its customers are available to the bidding entity. Further information about ICF's financial capabilities can be found at investor.icf.com. Contract Terminations ICF does not have any contract terminations within the past 3 years. Recent Experience ICF boasts an unparalleled track record of providing CDBG-DR program design, operations, compliance, and TA support through closeout to disaster -impacted cities, counties, states, and territories across the United States. We have the experience and knowledge to mobilize teams and establish programs that can be replicated and tailored to meet client needs. We are responsible for successfully implementing single-family and multifamily housing programs that include rehabilitation, new construction, and homebuyer assistance for some of the nation's largest housing recoveries on record in Texas, Louisiana, New Jersey, and Puerto Rico. We operate compliant programs that are designed to minimize the burden on low-income survivors, developers, and communities. Most importantly, ICF has experience carrying out the same scope of work (SOW) included in this request for proposals (RFP) for cities and counties that are operating at a similar scale and are subject to HUD's entitlement rules and regulations, like Columbia, SC; Bowling Green, KY; Longmont, CO; Tulsa County, OK; and Lee County, FL. All these are examples of work ICF has performed within the past 5 years, and many of them are ongoing. ICF is actively supporting grantees who are operating disaster G COMPLETENESS OF RESPONSE ICF has reviewed the RFP, including applicable addenda, and developed this complete response for the City's consideration. G QUALIFICATIONS OF FIRM ICF has an unparalleled track record of providing CDBG-DR program design, operations, compliance, and TA supporting single-family and multifamily housing and infrastructure programs for some of the nation's largest housing recoveries. G QUALIFICATIONS OF PERSONNEL Our identified key staff all have more than 10 years of recent CDBG-DR experience, and our support staff average over 13 years. G WORK PLAN/PROJECT UNDERSTANDING AND APPROACH ICF will build a workplan based on our extensive knowledge and experience. In line with the City's identified needs, our plan will utilize tools and processes to manage project schedules, costs, and budgets. G COST ICF experts will apply thoughtfully identified labor categories to provide a range of roles needed to complete the outlined scope of work in a cost reasonable and effective way. 2024 Copyright, ICF Incorporated, LLC `1 / Disaster Recovery Staff Augmentation RFP # NSD24-002 I0wW volume 1. Technical Proposal March 15, 2024 recovery programs under the same allocation notice, meaning we are knowledgeable of the disaster specific waivers and requirements applicable to these funds. We have highlighted three of these recent qualifications. Each of these communities faces similar, multifaceted pre -disaster challenges faced by Fort Worth's impacted communities: Urban growth resulting in undue pressure on aging and vulnerable public infrastructure Limited affordable housing options for low- and moderate -income (LMI) residents in a context of an expanding city and suburbs A growing number of risks brought on by an increased frequency of loss of life and property from various hazards —cold, heat, storms, and flooding Partnering with each of these communities, ICF is delivering efficient and compliant programs to build lasting capacity and we look forward to working with the City of Fort Worth's Neighborhood Services Department (NSD or the City) to do the same. Below we provide examples of ICF's experience performing work similar in nature to the RFP along with references from these projects in compliance with Items 4 and 7 of the Qualifications, Related Experience, and References section of the RFP. Because our proposal does not include subconsultants, no such qualifications or references are provided, per Items 5 and 6 of the same section. Qualifications and References Exhibit 2 highlights some of our recent and most relevant contracts and identifies which elements of this RFP's SOW are similar to the SOW in those contracts, demonstrating that we have the local government, CDBG-DR experience needed to carry out the full SOW included in this RFP. In these examples, ICF played a pivotal role in assisting its partners in successfully navigating federal audits and achieving tangible and measurable results from their CDBG-DR funds. The RFP requests examples of similar completed projects but given where these local grantees and subrecipients are in the lifecycle of their grants, we have active and completed contracts to share. Exhibit 2. Examples of ICF's recent experience performing work of a similar nature to this RFP. City of Columbia, SC • CDBG-DR and CDBG-MIT (A) City of Longmont, CO (C) • City of Bowling Green, KY (A) • Lee County, FL CDBG-DR Staff Augmentation (A) • • • • • 2024 Copyright, ICF Incorporated, LLC 10 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Tulsa County, OK Buyout Program Design • • • • • and Operations (A) For the three recent, similar examples within the past 5-years, available funding has allowed the City of Bowling Green, KY (Qualification and Reference 1), to solicit support across CDBG, CDBG- DR, and U.S. Department of the Treasury funding and for the City of Columbia, SC (Qualification and Reference 2), to amend their contracts with ICF and add additional scope when another one of their vendors failed to meet their deliverables. The City of Longmont (Qualification and Reference 3) project reflects a fully closed -out contract where all work was completed with available funding. Qualification and Reference 1 City of Bowling Green 04/11/2023-Present Bowling Green, KY $265,000 Deb Siefert, Shanikqua "Shag" Freeman Name: Brent Childers Title: Director, Neighborhood & Community Services Project Description Phone: 270.393.3000 Email: brent.childersrc b2kv.org In Bowling Green, ICF developed a comprehensive approach to urban development and housing, including drafting an addendum to the City of Bowling Green's CDBG implementation manual to align the entitlement program manual with CDBG-DR guidelines. ICF collaborated with the city to focus on the redevelopment of three city -owned properties. This involved extensive TA and outreach, including ICF's facilitating a community leader meeting for discussions on the proposed disposition and redevelopment of the properties. ICF produced a property report detailing the history and current state of the properties and drafted an RFP for the redevelopment and disposition of the historically significant properties. ICF assisted the city in managing the RFP process from beginning to end, including developing a transparent, objective scoring sheet based on RFP criteria for the city and neighborhood review committee members to use in their project selection process. ICF also assisted the city with developing a process to identify projects and allocate $2 million in Coronavirus Local Fiscal Recovery Funds (CLFRF) awarded by the U.S. Department of the Treasury for housing recovery. ICF used a multi -phased process that included a comprehensive survey and letter of interest (LOI) focused on potential eligible low-income housing developers (i.e., developers, nonprofit 2024 Copyright, ICF Incorporated, LLC 11 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 organizations, etc.), which was followed by a full RFP. The LOI laid the foundation for leadership to clearly present the housing needs in the city, identify potential opportunities for affordable housing development, and highlight the experience of local developers. ICF then assisted the city with reviewing responses and used that information to collaborate and design a program around the identified needs. The LOI process was paramount to the development of the program guidelines, funding application, and RFP processes. With input and programmatic priorities from city staff, ICF developed CDBG-DR program guidelines along with the following tools to streamline the project selection and evaluation process: • A detailed application that captured all relevant data to the development, including the fiscal and operational capacities of the applicant • A comprehensive underwriting workbook that included formulations to analyze the total development budget, cost reasonableness, the project pro forma (i.e., revenues and expenses), cashflow and debt service analysis, and fiscal viability of the proposed projects. • A comprehensive project selection scoring workbook that evaluated the project's scoring among all reviewers/evaluators In conjunction with city staff, ICF thoroughly reviewed all the RFP responses. The responses received did not conform with the city's priorities at the time. Consequently, ICF developed and provided the city with other funding strategies and recommendations to effectively use the CLFRF funding. The plan included aligning the timing, availability, and use of the funds with the State of Kentucky's Low Income Housing Tax Credit (LIHTC) program and special funding offered by the state to maximize the funding. Work of a Similar Nature to That Solicited in This RFP Like the City of Fort Worth, the City of Bowling Green is a CDBG entitlement city, navigating the complexity of using CDBG-DR funding along with other available federal programs. In addition, Bowling Green is experiencing significant population growth from expanded local industry and people moving from Nashville. This has placed great pressures on affordable housing, which was exacerbated by tornado disasters in 2021. The scope of services provided by ICF mirrors those requested by NSD in that the SOW included program design for affordable housing, underwriting, and TA for anticipated CDBG-DR award from the State of Kentucky and policies, operations, financial management, and other services in aligning the best funding sources to meet the city's priorities. Qualification and Reference 2 City of Columbia, South Carolina, Office of Community Development CDBG-DR: 12/03/2020-12/31/2024 CDBG-MIT: 01/01/2020-01/28/2026 Columbia, SC CDBG-DR: $2,876,361 CDBG-MIT: $975,054 Candye Anderson, Sue Southon Name: Missy Gentry Title: Assistant City Manager Phone: 803.545.3373 Email: missy.gentry@columbiasc.gov Project Description ICF holds two contracts with the City of Columbia: one for its direct CDBG-MIT grant, and the other for its direct CDBG-DR grant. CDBG-MIT 2024 Copyright, ICF Incorporated, LLC 12 `I / Disaster Recovery Staff Augmentation Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 ICF was first awarded a contract to help the City of Columbia write its CDBG-MIT action plan and all CDBG-MIT program policies and procedures. This included setting up the processes for reviewing and selecting mitigation infrastructure projects then ensuring compliance from design through implementation. In addition, ICF built a system of record (SOR) for the city's CDBG-DR and -MIT programs that is owned and controlled by the city. This SOR provides easy access for City staff to document critical programmatic and applicant information in line with the program workflows and statuses. This helps the City and ICF manage the program pipeline and ensure files are always audit -ready and allows the city to upload timely and accurate DRGR reports to HUD and communicate to the public on program and project status. As part of this initial contract, ICF also helped the city develop its financial management protocols, building reports that help reconcile program obligations and expenditures and reconcile DRGR data to the city's accounting systems. Our team also helps develop projections and correctly allocate costs to administration, planning, and activity delivery to maximize timely expenditure of funds and make best use of limited administration funding. CDBG-DR Subsequently, the city issued another RFP to seek support with closing out its CDBG-DR grant. Under this contract, ICF provides program and construction management services. ICF was brought in to replace the prior low-cost nonprofit program and construction manager because they failed to complete the housing recovery work under their contract. Through our regulatory, programmatic, and construction management services, ICF helped the city resolve all HUD findings resulting from the actions of the prior program manager. All housing applicant files were reviewed for compliance, verification of eligibility, duplication of benefits (DOB) calculations, and environmental assessments. Appropriate documentation of construction activity and invoicing has been included to complete the closeout process for each applicant. To further support grant closeout, ICF is working with the city to resolve ongoing issues with applicants' warranty requests, supporting city staff with construction management. Work of a Similar Nature to That Solicited in This RFP ICF's experience with the City of Columbia is similar to the City of Fort Worth SOW in that the city is an entitlement community that received direct CDBG-DR and CDBG-MIT allocations from HUD. Under these contracts, ICF has delivered all services included in this RFP, with a great emphasis on TA, program designs and workflows, policy and procedure support, project underwriting, financial management, training and compliance, mitigation expertise, operations and case management, construction management, and monitoring of program progress and compliance. Qualification and Reference 3 Longmont City, Colorado 04/19/2022-09/30/2022 Longmont, CO $59,850 Deb Siefert Name: Molly O'Donnell Title: Housing and Community Investment Division Director Phone: 303.651.8530 Email: molly.o'donnell@longmontcolorado.gov 2024 Copyright, ICF Incorporated, LLC 13 Disaster Recovery Staff Augmentation Volume I. Technical Proposal Project Description RFP # NSD24-002 March 15, 2024 The City of Longmont experienced a changeover of senior CDBG administrative staff and staff administering their city -funded affordable housing program and solicited consultant support to help build the new staff's capacity to administer the city's housing programs. ICF was hired to support the city by providing a CDBG training series to new staff, which included national objectives, reporting and record keeping, eligible activities, housing, public facilities/improvements, public services, economic development, verifying income following Part 5 methodology, Section 3 Final Rule, and federal cross -cutting requirements such as Davis -Bacon and Related Acts (DBRA). ICF updated the city's conflict of interest policy to include current regulations and created conflict of interest annual training materials and forms for city staff to provide to elected officials and subrecipients. ICF supported operations and compliance with federal and local cross -cutting regulations for the city's programs, including reviewing and updating the delegation agreement and creating a competitively awarded project tracker. ICF also developed a Section 3 reporting form that included business concern certification, self -certification, and Section 3 worker reporting. During the contract period, the city published a CDBG notice of funding availability. ICF staff assisted with review of the applications, checking for compliance with local, state, and federal regulations, and proposed project feasibility using an ICF-created application rating document and checklist. ICF helped the city with review and income verification of 40 downpayment assistance applications, using the Part 5 income verification methodology and created application processing checklists to help city program staff deliver the down payment assistance and rehabilitation programs, ensuring compliance with all federal cross -cutting requirements (e.g., environmental, cost -reasonableness). These checklists can be used for each round of their programming in future years. In addition, ICF provided IDIS TA for the creation of the annual action plan, which included creating a CDBG calendar of events schedule to help the city identify when plans, reports, and public outreach should be initiated and completed. This tool provides a replicable guide for city staff to use each time they update or create their plan. Work of a Similar Nature to That Solicited in This RFP The City of Longmont is also an entitlement community that is responsible for the full administration of its HUD allocations and was the lead agency for the Boulder County Collaborative (BCC) CDBG-DR programs for housing repair, buyout, and infrastructure following the 2013 floods in Colorado. Deb Siefert led the recovery for the BCC prior to joining ICF. The city had foundational systems, but with staff turnover, the city needed foundational training; updated and replicable program workflows, procedures, and management; TA; financial management and reporting; and federal cross -cutting and operations support for new staff to have the capacity deliver their programs in future years. 2024 Copyright, ICF Incorporated, LLC 14 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 2 Proposed Staffing and Project Organization Key Primary Personnel While ICF's executive offices are in Reston, VA, ICF supports our partners across the country in our many regional offices and onsite with project staff. Our nationwide team of key personnel is bolstered by their extensive topical experience, qualifications, and commitment to deliver the full scope of program design, compliance, operations, and TA included in this RFP. All our key staff have CDBG-DR experience in the past 10 years, and all our key staff have 10 or more years of similar experience with the work included in this RFP. Our team members collectively bring the full spectrum and depth of grant and financial management, regulatory compliance, program operations, reporting, applicant intake, underwriting, and knowledge of other federal programs needed to do this work compliantly and efficiently while building NSD's capacity and engaging the City's stakeholders along the way. In Exhibit 3, we provide Items 1, 2, 3, and 4 in accordance with the Proposed Staffing and Project Organization section of the RFP. Item 6, resumes for key personnel, is provided as Section 5 of this document. Because this proposal does not include subconsultants, Item 5 is omitted. Exhibit 3. Our Key Primary Personnel All have CDBG-DR Experience in the Past 10 years and are ready to deliver CDBG-DR best practices from Texas and around the country. Texas General Land Office (GLO); City of Longmont, CO; Florida Department of Commerce (COM); North Carolina Office of Deb Siefert, 45% Fort Worth, JD 25 Primary Recovery and Resilience Buyout Project Manager TX and Uniform Relocation Assistance and Real Property Acquisition Act (URA), New Jersey Department of Community Affairs (DCA) N Texas GLO, Oregon Housing and ncial, Community Services (OHCS), Ibeh, Financial, eh, Financial, Atlanta, Iowa Economic Development Compliance, 20% GA MPA y 10 Primary Authority (IEDA), Kentucky Reporting, and Department for Local SOR Lead Government (DLG) Candye Anderson, Beaumont, Texas GLO, City of Columbia, SC, Single Family 20% MEd TX 31 Primary City of Houston Housing Housing Lead Assistance Program 2024 Copyright, ICF Incorporated, LLC 15 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Shanikqua "Shaq" San Bowling Green, City of Columbia, Freeman, Multifamily 20% Bernadino, MPA 17 Primary Kissimmee FL, URA SME, Michigan Housing Lead CA multifamily housing and underwriting, Oregon OHCS Newark Ivy Hill Stormwater Christopher Mitigation Project/Resilient Narducci, 20% Washington, MUP Communities Program, Alaska 13 Primary Infrastructure and DC CDBG-MIT Action Plan, HUD Mitigation Lead National Disaster Resilience (NDR) Competition/Rebuild by Design Kevin Roddy, Reston, Texas GLO, New Jersey DCA, City Monitoring and 20% MPA VA 30 Primary of Houston Disaster Recover y y Compliance Lead Program *Deb Siefert onsite for first 3 months and then I week per month for second 3 months. All primary staff available as needed throughout the course of the project. The team is led by our project manager, Deb Siefert. Born and raised in Fort Worth, Ms. Seifert started her career in the Tarrant County CDBG program then went on to become manager of the City of Arlington's Grants Management Division. She has since worked across the country with other cities and counties to design, operationalize, and ensure compliance for their CDBG-DR housing, infrastructure, and mitigation programs. Ms. Siefert will serve as the main point of contact for NSD and is supported by Ndubuisi "Onye" Ibeh, serving as financial compliance, reporting, and SOR lead, and three program area leads who will help the City design and operate their CDBG-DR programs: Candye Anderson, single family housing; Shanikqua "Shaq" Freeman, multifamily housing; and Christopher Narducci, infrastructure, and mitigation. NSD and the ICF team are also supported by Kevin Roddy, monitoring, and compliance lead, as well as a deep bench of additional grant and financial managers and specialists, case managers, underwriters, inspectors, construction managers, and SMEs who are ready to deliver the full suite of program design, operations, compliance, TA, and other support needed to bolster NSD's capacity. This team is ready to operationalize the City's vision and pre-empt pitfalls, drawing from their extensive expertise in CDBG-DR and other HUD -funded programs related to housing, infrastructure, and mitigation, aligning with the City's allocation and priorities. Each team member is available on Day 1 of contract execution, ready to serve at scale; track program and project statuses; address immediate concerns; and deliver the guidance, processes, and services to help the City's impacted communities and residents. 2024 Copyright, ICF Incorporated, LLC 16 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal References RFP # NSD24-002 March 15, 2024 Deb Siefert, JD, Project Management Professional (PMP), HOME Specialist I Project Manager I Primary Staff Years of Experience: 25 1 Education: JD, Southern Illinois University I Fort Worth, TX Noteworthy Project Experience: Texas GLO; City of Longmont, FL, COMM; North Carolina; Buyout and URA SME; New Jersey DCA Ms. Siefert is a CDBG-DR funding SME with over 20 years of HUD -funded program management. She has specialized experience in managing HUD -funded programs for entitlement communities and CDBG-DR programs across the United States. Ms. Siefert has been the program manager for over $4 billion in CDBG-DR disaster funds including in Louisiana; Texas; Minot, ND; New York City; and Colorado. She is a skilled trainer in cost analysis, monitoring and compliance, and implementing cross -cutting federal requirements such as URA, DBRA, procurement, and Section 3. She is currently leading TA and training to help grow grant managers for Hawai'i County and the Florida Department of Commerce. Name: Molly O'Donnell Title: Director, Housing and Community Investment Division Agency/Company: City of Longmont, CO Contact number: 303.651.8530 Email: molly.o'donnell@longmontcolorado.gov Name: Douglas Le Title: Disaster Recovery Officer Agency/Company: County of Hawaii, HI Contact number: 808.961.8174 Email: douglas.le@hawaiicounty.gov Name: Kristin Hadawi Title: Senior Community Planning and Development Specialist, Office of Disaster Recovery Agency/Company: HUD Contact number: 817.978.5600 Email: kristin.hadawi@hud.gov Ndubuisi "Onye" Ibeh I Financial, Reporting, and SOR Lead I Primary Staff Years of Experience:10 1 Education: MPA, Cornell University I Atlanta, GA Noteworthy Project Experience: Texas GLO, Oregon OHCS, Iowa IEDA, Kentucky DLG Mr. Ibeh has over 10 years of experience of working with CDBG-DR funds, managing financial processes, reimbursing costs, addressing compliance requirements, responding to audits, and working with the DRGR system. Mr. Ibeh has also provided TA to various grantees about how to set up their action plans, address capacity concerns, and use grant management systems. References Name: Blake Stroud Title: Senior Financial Officer Agency/Company: OHCS Contact number: 971.208.0786 Email: blake.stroud@hcs.oregon.gov Name: Jennifer Peters Title: Branch Manager, CDBG Public Facilities/Position Agency/Company: Kentucky DLG Contact number: 502.892.3469 2024 Copyright, ICF Incorporated, LLC 17 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Email: jennifer.peters@ky.gov Name: Brenda Carty Title: (Former) CDBG-DR Finance Manager Agency/Company: U.S. Virgin Islands Housing Finance Authority Contact number: 340.227.5450 Email: N/A Candye Anderson, Certifications I Single Family Housing Lead I Primary Staff IL Years of Experience: 32 1 Education: MEd, Lamar University I Beaumont, TX -z, Noteworthy Project Experience: Texas GLO, City of Columbia, City of Houston Housing Assistance Program Ms. Anderson is a CDBG-DR professional with a deep understanding of allowable expenses, grant management/oversight and working with multiple jurisdictions to develop recovery plans. She has 32 years of experience working with vulnerable populations throughout Southeast Texas and 17 years of disaster recovery support, including managing nearly $1 billion in housing recovery programs. References Name: Mike Gerber Title: President and CEO Agency/Company: Housing Authority of the City of Austin Contact number: 512.767.7787 or 512.477.4488 Email: mikeg@hacanet.org or nidiah@hacanet.org Name: Jennifer Molinari Title: Retired Director of State -Run Housing Programs Agency/Company: Texas GLO Contact number: 512.698.5975 Email: jennifer_molinari@hotmail.com Name: Chester Jourdan Title: Former Executive Director Agency/Company: South East Texas Regional Planning Commission Contact number: 409.332.6107 Email: cjourdan102@gmail.com Shanikqua "Shaq" Freeman I Multifamily Housing Lead I Primary Staff Years of Experience:17 1 Education: MPA, California State University I San Bernardino, CA Noteworthy Project Experience: Bowling Green, City of Columbia, Kissimmee FL, URA SME, Michigan Multifamily Housing and Underwriting, Oregon OHCS _ Ms. Freeman has extensive experience in directing the full spectrum of single and multifamily affordable housing programs including development, construction, financing, underwriting and compliance/asset management of various HUD -funded for housing and homelessness (i.e., CDBG/CDBG-DR, HOME, Neighborhood Stabilization Program, Emergency Solutions Grant, and Continuum of Care). She is the former deputy director and housing program coordinator for the HUD entitlement communities of the County of San Bernardino and the City of Moreno Valley, respectively. Ms. Freeman will help the City leverage available public and private funding to rehabilitate or construct sustainable, affordable rental housing for low-income and vulnerable populations. References Name: Gary Hallen Title: Assistant City Manager Agency/Company: City of Bakersfield Contact number: 909.273.0724 2024 Copyright, ICF Incorporated, LLC 18 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Email: ghallen@bakersfieldcity.us Name: Diane Cotto Title: Housing Manager Agency/Company: City of Upland Contact number: 909.931.4146 Email: dcotto@uplandca.gov Name: William "Bill" Povalla Title: Senior Program Specialist Agency/Company: Michigan Economic Development Corporation Contact number: 773.458.0526 Email: povallab@michigan.org ' — Chris Narducci I Infrastructure/Mitigation Lead I Primary Staff Years of Experience:13 1 Education: MUP, New York University I Washington, DC 0 Noteworthy Project Experience: New Jersey Ivy Hill Stormwater Mitigation Project/Resilient do Communities Program, Alaska CDBG-MIT Action Plan, HUD NDR Competition/Rebuild by Design Mr. Narducci, a former HUD community development specialist, brings extensive experience in CDBG-DR recovery and mitigation program design and compliance. For the past decade, he has focused on federal program implementation and research related to disaster recovery, resilience, hazard risk reduction, climate adaptation, and community development. He worked with HUD on Hurricane Sandy recovery efforts, supporting launch and implementation of the Rebuild by Design and the NDR Competition initiatives, two groundbreaking efforts to design resiliency into the disaster recovery process. Since joining ICF, Mr. Narducci has worked alongside New Jersey DCA and Kentucky DLG in the design and implementation of their resilient infrastructure and planning programs, including New Jersey's Ivy Hill project, which focuses on floodplain mitigation in the City of Newark. References Name: Pauletta Bourne Title: Grant Administrator Agency/Company: Department of Commerce, Community, and Economic Development Contact number: 907.451.2721 Email: pauletta.bourne@alaska.gov Name: Jennifer Peters Title: Branch Manager, CDBG Public Facilities/Position Agency/Company: Kentucky DLG Contact number: 502.892.3469 Email: jennifer.peters@ky.gov Name: William "Bill" Povalla Title: Senior Program Specialist Agency/Company: Michigan Economic Development Corporation Contact number: 773.458.0526 Email: povallab@michigan.org Kevin Roddy I Monitoring and Compliance Lead I Primary Staff Years of Experience: 30 1 Education: MPA, University of Baltimore I Reston, VA Noteworthy Project Experience: Texas GLO, New Jersey DCA, Hurricane Harvey City of Houston Disaster Recovery Program Mr. Roddy has supported housing recovery programs for more than 30 years. He has held key roles such as director of compliance and monitoring for homeowner recovery 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation 0*111 C F Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 programs in Texas and New Jersey. Mr. Roddy specializes in CDBG, CDBG-DR, CDBG-MIT, HOME, and URA programs, with a strong focus on monitoring. He is widely recognized as a national SME, having delivered more than 200 HUD trainings, and he has created standard operating procedures (SOPs) for CDBG-DR/CDBG-MIT grantees across the country. References Name: Joseph Kralicek Title: Executive Director Agency/Company: Tulsa Area Emergency Management Agency Contact number: 918.596.9898 Email: jkralicek@tulsacounty.org Name: Jeannine Busch Title: Partner Agency/Company: Carr, Riggs & Ingram, LLC contact number: 850.201.5856 Email: jbusch@cricpa.com Name: Thomas Kurek Title: Director of Public/Private Partnerships Agency/Company: Colorado Department of Personnel and Administration Contact number: 267.240.4571 Email: thomas.kurek@state.co.us Project Organizational Chart The project organizational chart in Exhibit 4 below reflects the SOW included in the City's RFP and is designed to provide continuity of program design and operations to NSD, City partners, and ICF staff and services. Ms. Siefert will serve as ICF's primary point of contact, working directly with NSD leadership to ensure all services and deliverables are on time and on budget. All our key staff will report to Ms. Siefert for this engagement. Mr. Ibeh will work across all program and compliance areas, helping NSD set up and implement transparent financial management and reporting processes to ensure all activities and performance metrics are captured and documented in the City's system of record - Neighborly — and HUD's DRGR system of record so the City and program staff will have the reporting and data analytics needed to identify bottlenecks and communicate program successes to stakeholders and HUD. ICF program leads will lead both program design and operations and are supported by a deep bench of additional program design, operations, and compliance support from SMEs, grant managers and specialists, underwriters, case managers, inspectors, and construction professionals who are ready to engage and support any and all program operations requested by the City. Drawing from his decades of experience working with HUD funds at the local level, Mr. Roddy will work with the City and Ms. Siefert to ensure programs are designed with closeout and compliance in mind. He will provide independent monitoring support, as needed, for overseeing subrecipient, developer, and partner activities. All of these staff bring with them different areas of cross -cutting expertise in the URA, DBRA, Section 3, Section 504, Fair Housing, Section 508 of the Rehabilitation Act, 2 Code of Federal Regulations (CFR) Part 200, environmental reviews, historic preservation, floodplain management, lead -based paint, radon and asbestos, and approaches to using CDBG-DR to leverage other federal and non -disaster funding sources such as LIHTC. 2024 Copyright, ICF Incorporated, LLC 20 / Disaster Recovery Staff Augmentation 0*' C F Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 Exhibit 4. ICF's organizational chart ensures NSD has the experience, compliance, and efficiency needed to deliver their CDBG-DR programs from design through closeout. FORT WORTH I p Deb Siefert Project Manager IF Ndubuisi "Onye" Ibeh I Financial Compliance, i Federal Record Keeping, SOR Lead I I Program Design and Program Op INW1 Shanikqua p Chris Narducci p KevinRoddy Candye Anderson "Shaq" Freeman Infrastructure and Monitoring and Single Family Lead Multifamily Lead Mitigation Lead Compliance Lead Support Staff Support Designated Leads, based on City Assignments Grant Managers Construction Managers Additional SMEs Khilah Greening and Specialists and Specialists Inspectors Onsite Case Underwriters Case Managers Management Lead Key personnel will be available for the duration of the project. ICF acknowledges that no person designated as key to the project shall be removed or replaced without the prior written concurrence of the NSD. Support Personnel In addition to the team of expert proposed key staff, ICF has developed a team of support staff equipped with diverse expertise and unwavering commitment. They will work hand in hand with NSD to ensure excellence in all our endeavors. The team is ready to tackle challenges, innovate, and deliver impactful results. Ashley Lewis, 15% Austin, MPSA 10 8 Financial Support TX Kristen Supik, Grant 15% Austin, MA 8 8 Specialist Support TX Jennifer Siegel, San Diego, Underwriter 15% MUP 21 18 CA Support Support Texas GLO, Oregon HCS Support Texas GLO, New Jersey DCA, Florida COM Support Bowling Green, KY, New Jersey DCA 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Posey O'Reilly, Texas GLO, Louisiana Case Manager 15% Austin, BA 18 12 Support Office of Community TX Development (OCD), Support Oregon HCS Khilah Greening Fort Worth, MS, Texas GLO, Nash, Case 15% TX PMP 18 17 Support Louisiana OCD Management Lead Dan Hayes, Chicago, Texas GLO, Louisiana Inspector 15% IL AS 15 6 Support OCD, New Jersey DCA, Oregon HCS Dave Tobon, Construction 15% Austin, Military 20 10 Support Texas GLO, New Management TX Veteran Jersey DCA Support Wendy Cooper, 15% Austin, BS 35 15 Support Texas GLO; Lee Housing Support TX County, FL Sue Southon, Houston and Harris CDBG-DR, Cross 15% Detroit, MSW, 50 30 Support Counties, TX; Columbia, Cutting Lead MI HOME South Carolina; New Jersey DCA *All support staff are available as needed throughout the course of the project. 2024 Copyright, ICF Incorporated, LLC 22 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 3 Work Plan Natural disasters are not new to the City. On May 16, 1949, the Trinity River overflowed, killing 11 people, and causing over $11 million in damages, equivalent to $141 million today. Decades later, on March 29, 2000, an F3 tornado tore a path through the center of downtown, starting at West 7th Street and ending at Spur 280 east of the downtown area, causing damage estimated at $400 million and —thankfully —no loss of life. The February 2021 winter ice storm stood apart from previous disasters due to its unique impact. Unlike prior events, this storm crippled the City's entire electrical grid, affecting every corner of it, including critical infrastructure and housing, which the City has identified as a priority for this stage of recovery with its limited CDBG-DR funding. Drawing on ICF's decades -long recovery experience supporting small, medium, and large CDBG- DR grants equips us with a toolbox of program and project design options that our seasoned staff will draw from to help NSD move its programs forward. Our ICF work plan is focused on the City's immediate and long-term needs to efficiently and compliantly implement the recovery programs outlined in its CDBG-DR action plan developed by NSD. Key to our approach is our experienced ICF project manager and Fort Worth native, Ms. Siefert, who is available to meet onsite immediately upon receipt of notice to proceed from the City. She will begin discussions with NSD management to confirm the City's priorities, bring in the appropriate levels of ICF staffing, answer questions, and begin designing solutions to address NSD's priorities. Certain ICF staff will primarily work remotely, but our program leads, and various support staff will be onsite during critical development and operational stages of the programs. The ICF team will begin with Task 1: Program Design. This first task will address the immediate need for comprehensive program design for housing, infrastructure, and mitigation programs, which will be the basis for developing each program's implementation policy and operating procedures. During the program design and policy development, the ICF team will work closely with NSD management to help the City walk through each CDBG-DR requirement that must be addressed in policies to ensure compliance with the CDBG-DR Federal Register notice allocating the funds (87 FR 31636), the CDBG regulations (24 CFR Part 570), the relevant cross -cutting federal requirements for procurement (2 CFR 200), labor (DBRA and Section 3), environmental reviews (24 CFR Part 58), DOB analysis (Robert T. Stafford Disaster Relief and Emergency Assistance Act [Stafford Act]), relocation (URA), and Fair Housing (42 USC 3601 et seq.). This tasks will also include developing the SOPs to guide the roles and responsibilities of each of the program staff, build in workflows and quality assurance (QA) at each key step, and ensure all CDBG-DR expenditures are compliant. In addition to developing SOPs, ICF will provide customized trainings for City staff and program applicants for: Each action plan program • Reporting and documentation Financial management and funding procedures requirements Once policies are completed, the ICF team will begin Task 2: Monitoring Plans, to develop customized monitoring plans based on HUD's CDBG-DR monitoring checklists and the City's final CDBG-DR policies, ensuring that even before programs launch, all NSD, subrecipient and ICF staff have a solid understanding of how projects and programs will be monitored for compliance. Task 3: Program Operations. Critical to successful operations is effectively communicating with partners and the public to establish a solid foundation for long-term recovery. Clear messaging 2024 Copyright, ICF Incorporated, LLC 23 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 JW I" Volume I. Technical Proposal March 15, 2024 helps manage expectations. We have observed instances in which inadequate or inaccurate information led to confusion among the public regarding processes and the availability of funding and application procedures for disaster survivors. With decades of experience, the ICF team is well equipped to provide accurate and equitable information to communities and residents. The ICF team will support the City in meaningful collaboration and coordination with both internal and external stakeholders to ensure programs are finalized and launched with all Contract Execution perspectives considered. Project Kickoff Meeting ICF's knowledgeable and adept team will help 2 NSD identify actions that can be carried out s Establish Reoccurring Project Management NSD/ICF Meetings concurrently to alleviate implementation roadblocks and save time and costs. For example, Program Design (Task1) while team members are drafting program a • Finalize program details. policies, other team members can be supporting • Coordinate with internal and external stakeholders. NSD with processing environmental reviews (e.g., • Develop SOPs and process maps for beginning the Tier 1 review for the housing programs. programs), conducting public outreach and • Create program -required forms and tools to ensure proper reporting. informational sessions, developing program • Outline program timelines, goals, applications and forms, and training staff on metrics, and deliverables. CDBG-DR grant management. By factoring in Monitoring Plans (Task 2) these types of efficiencies and concurrent 5 • Develop easy -to -follow monitoring actions, we anticipate that by the time the procedures and checklists before policies are finalized and procedures and tools programs launch to ensure that all projects and programs clearly know for implementation are developed, environmental how and when they will be monitored. reviews should be complete or close to completion, and the programs can begin their s Launch CDBG-DR Programs application phase. Simultaneous Ongoing Actions (Tasks 3, 4, 5, and 6) Once the programs are ready to launch, the ICF • Support NSD in the management of team will assist with the case operations, including case management/ management/intake, inspections, financial intake, inspections, scope development, underwriting, construction management, management, construction management, and file review, and monitoring. monitoring. The case management lead will • Ongoing document and project file provide 3 months of onsite intake and case management compliant with federal record -keeping requirements and management support, including training, onsite SOR protocols. guidance, and troubleshooting support, then will • Financial management support to ensure transition to providing remote support. The ICF federal compliance and alignment with local financial procedures. team can provide training and tools for all these • Provide TA, answering procedure and operational tasks. Additionally, ICF financial regulatory questions. experts will ensure that DRGR is aligned with the • Update documents and file management to ensure all projects and programs are individual programs and capturing the relevant audit ready. performance and reporting information for HUD. • Support cross -cutting regulatory requirements, such as environmental Task 4: Ongoing TA and CDBG-DR Updates review, labor standards, and procurement. begin in the first week and will continue through • Provide additional support to NSD that is customized and scaled to the request. the life of the contract. Our project manager and our bench of key staff and SMEs will be available 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation JW 0 Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 from Day 1 until the end of the engagement to help troubleshoot issues and implement solutions. If systemic issues are identified, ICF will coordinate with the City to ensure targeted training is developed and/or job aids are created to ensure staff deliver compliant programs. For example, determining household income can be difficult to implement consistently across hundreds of housing applications. We can assist with QA/quality control (QC) of program operations at critical points, and if case managers are making income calculation mistakes, it is important to provide additional income training and TA. MEET THE TEAM Khilah Greening Nash Case Management Lead Ms. Nash will be the team's on -the -ground case management lead. She has more than 17 years of experience in disaster recovery programs and is considered an expert in her field. It is not uncommon for HUD to make programmatic changes during the implementation of the CDBG-DR projects over a 6-year period. The ICF team monitors these changes and will provide updates to the City and its policies as necessary. These updates may also affect the implementation of Task 5: Cross -Cutting Federal Requirements. In recent years, HUD has made updates on proper calculation of DOB under the Stafford Act. It has also made updates to URA, Davis -Bacon payroll reviews, and Section 3 definitions for workers and businesses to be tracked and reported, as well as changes to 2 CFR 200, raising procurement thresholds. ICF knows that the City can only look so far down the road to anticipate additional program and consultant needs. We are prepared under Task 6: Other Program Support to be there for the City as these needs are identified through continuous assessment of the City's capacity gaps (see Exhibit 5). Getting the job done well means being there to help NSD staff anticipate and respond to all twists in the road and providing the necessary and required resources to drive program progress all the way through closeout. 2024 Copyright, ICF Incorporated, LLC 25 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 Exhibit 5. ICF can enhance the City's capacity to manage complex CDBG-DR programs. The City and ICF will work together assessing needs and coordinating a strategy to fill any capacity gaps. GBuilding on the City's Current Capabilities Familiarity With Capacity CDBG-DR Program Policies and Procedures • How many staff will be working on the CDBG-DR grant? Do you have gaps that you plan on filling by hiring more staff? • Have you identified partners yet (other agencies/ subrecipients)? • How knowledgeable are staff regarding CDBG-DR requirements? Do you need help identifying their knowledge gaps? • Do you have designated staff to handle various aspects of CDBG-DR program implementation? Application intake and review? Financial tracking and reporting? Environmental compliance? Has the City begun updating existing policies and procedures for its CDBG-DR programs? Are there any CDBG-DR policy areas that pose particular challenges to the City, such as meeting a national objective or environmental review, Davis -Bacon, URA, or Fair Housing requirements? Does the City need support developing written procedures that are concise and comprehensive so that staff can manage operations in a compliant manner? Task 1. Program Design Understanding of Need Program Implementation and Financial Requirements • Does the City believe it has the tracking and reporting tools it needs to under- stand and communicate program status to the public and City leadership? If not, what are some of the tools the City wishes it had? • Does the City have an internal accounting system that can easily accommodate CDBG-DR program and financial require- ments? • With which CDBG-DR programs does the City think it will need the most support? • Does the City have any major compliance or implementation concerns? • Has the City received monitoring findings from HUD in the past for other grants? Are these indications of gaps in capacity that need remediation as the City launches CDBG-DR? NSD staff have successfully submitted their action plan, completed the implementation plan, and finished general policies and procedures as required by HUD to authorize use of the CDBG-DR funds. NSD needs an experienced consultant that can assist in crafting detailed program guidelines for the implementation of programs identified in the action plan, such as Single -Family Housing, Multi -Family Housing, and Infrastructure. Features of the implementation include applications, required forms, SOPs, and document management. As your partner, ICF will ensure that programs are flexible to meet the changing needs of program applicants, simple for subrecipients to understand how to apply for the program, and compliant with HUD regulations. NSD will also need support in thinking through how its programs, once implemented, will address the following: • Procurement of goods and services • Collaboration and communication with different stakeholders • Changing applicant expectations and needs of vulnerable populations • Compliance with federal regulations 2024 Copyright, ICF Incorporated, LLC 26 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 *q C F Volume I. Technical Proposal March 15, 2024 As with all CDBG-DR grantees, ICF will look to provide innovative Energy Resilience Experience solutions to the City's specific problems —whether we are In less than 1 year, ICF has addressing the needs of the elderly, addressing problems with made over 1,600 homeowners equity, or thinking about energy resilience for the future. eligible for solar panel and Lastly, because of ICF's role as HUD's technical advisor for battery back-up installations disaster -impacted communities, we can provide NSD with staff under the Puerto Rico Department Puerto Housings who know how to move grantees from the TA to the Community Energy Water implementation phase, design programs with staffing and use of Resilience Installation Program. activity delivery costs in mind and leverage the best practices of existing programs managed by NSD (e.g., Emergency Rental Assistance Program). Approach ICF's approach to addressing NSD's needs will consist of the following: Policies, Procedures, and Program Design: The ICF program leads —which include Ms. Anderson for Single -Family Housing, Ms. Freeman for Multi -Family Housing, and underwriting, and Chris Narducci for Infrastructure and Mitigation —will set up weekly calls to draft step-by-step program workflows, create process maps, and document established processes in SOPs for all programs identified in the action plan. These program charters will integrate goals, performance metrics, and deliverables for each action plan program. ICF will work with the City to establish well-informed production schedules and milestones for each program. ICF has a policy library to guide the customization of policies and procedures for specific disaster recovery programs. This "we do not know what we would have provides a framework to kick-start policy development. We will done if you [ICF employee] were not create a timeline to ensure SOPs, workflows and supplements, here from the beginning of this job aides, desktop reference documents, forms, and checklists project. All these programs would not have gotten launched so quickly and are readily available ahead of program launch. In addition, our efficiently if it was not for you." SMEs are prepared to develop any needed revisions to existing —Lee County, FL, Deputy Director, SOPs, including in the areas of procurement, environmental, fair CDBG-DR Programs over Multifamily Housing, Infrastructure housing and equal opportunities, Section 3, construction and Planning Programs standards, buyouts, and other policies identified based on the action plan programs. We have developed or updated hundreds of SOPs for other grantees (e.g., Texas, North Carolina, New Jersey, Florida) that are now templates for new grants and programs as they come online. Communication and Collaboration: ICF will look to leverage the input that NSD has already received from HUD through TA and continue providing consistent guidance as we shift to implementation. As program policies are developed, we will identify how to enhance the City's capacity to provide recovery services through its internal staff, other government agencies, or its subrecipients. ICF will work with NSD and relevant stakeholders to brainstorm program efficiencies. ICF will conduct the research and provide recommendations on the best path forward before finalizing the program design. SOR and Reporting: ICF's financial, DRGR, and reporting lead, Mr. Ibeh, will ensure that before program designs are finalized, we have considered how existing systems can be used to maximize effectiveness of the programs. ICF's knowledge of Neighborly and DRGR will allow us to make 2024 Copyright, ICF Incorporated, LLC 27 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 JW I" Volume I. Technical Proposal March 15, 2024 recommendations on Neighborly to ensure the system functions accurately and compliantly for CDBG-DR. Additionally, ICF will ensure that the system provides useful data and/or reporting to make data -driven program and management decisions. ICF will work through each step of the program design to ensure all HUD reporting requirements are integrated into processes, forms, and the SOR so NSD has the critical information when it is needed. Schedule of Activities and Milestones ICF's Neighborly Experience ICF will work with the City to draft program polices, SOPs, Working with OHCS's SOR vendor and program applications. We will also provide a schedule for Neighborly, we were able to when deliverables will be completed and communicate provide recommendations on both weekly on the status of each (see Exhibit 6). ICF will work to crafting new and enhancing align the schedules with the City's expected milestones, existing (15+) CDBG-DR sections such as program launch, intake, construction start, etc. Again, and functionality in Neighborly. we will use existing best practices from other programs the City manages to ensure program implementation is streamlined. ICF is committed to providing the highest quality of work, so if schedules need to change, NSD will be informed immediately. All resources developed for program design and operations will be updated and maintained throughout the contact using consistent and compliant version control methods such as version history tables at the beginning of each document and footers with dates and version numbers. Exhibit 6. First 90 Days: Program Design and Operating Procedures SCHEDULE AND MILESTONES Onsite project kickoff after contract notice to proceed Introduce ICF project team, discuss priority needs, and submit final work plan to NSD Virtual Single -Family Housing kickoff meeting Virtual Multifamily kickoff meeting Virtual Infrastructure and Mitigation kickoff meeting Write policies for all programs and/or focus on priority programs to launch Develop workflows and SOPs for all programs and/or prioity programs to launch Determine cross -cutting compliance requirements, develop policies, and deliver training Schedule, Budget, and Quality Control � N tw MENOMONEE • Frequent client check -ins by the ICF program manager and program leads, including onsite program kickoff and coordinating meetings • Iterative approach to program creation that builds in client review, feedback, and approval at critical stages of product development • Action tracker to record all requests and deliverables • Validation of policies and procedures, application materials, evaluation protocols, compliance, and program flexibilities with ICF's deep SME bench 2024 Copyright, ICF Incorporated, LLC 28 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume 1. Technical Proposal March 15, 2024 • Action to promote community partner participation where applicable • Documentation of accessibility and equity check (Section 508 compliance) for all public materials and information posted to the web and translation of materials as needed Resource Estimates Resource estimates are detailed in the Staffing Table at the end of the Work Plan. Task 2. Monitoring Plans Understanding of Need NSD will be responsible for monitoring subrecipients, contractors, subconsultants, and their projects to ensure financial and programmatic compliance with CDBG-DR. NSD will assess the risk associated with each stakeholder, provide constant monitoring to document compliance, and avoid findings, recapture of funds, and the jeopardy of future federal funding. By designing programs with closeout compliance in mind, ICF will help the City ensure that projects are audit ready from the onset. Approach ICF's Support of Grantee ICF uses HUD's CPD Monitoring Handbook (6509.2) (Rev-7 Compliance currently supporting 17 CHG 5) as our source for developing customized monitoring ICF is CDBGcurcur grantees across the checklists for CDBG-DR programs. HUD developed disaster country, equipping them with recovery —specific monitoring forms, which are contained in tools and processes they need Chapter 6 of the handbook. In addition to the list of monitoring to comply with federal forms below, HUD has created addendum monitoring forms regulations and ensuring that that correspond to specific disaster events and Federal recovery is made real for their Register notices beginning with disasters prior to 2011, 2011— residents and communities. 2013, 2015, 2016, 2017, and CDBG-MIT (2019). As of the time of this proposal, HUD has not developed a specific addendum monitoring form for the 2020-2022 disasters. In anticipation of HUD developing its monitoring forms for those disaster years, ICF will customize the City's monitoring forms to incorporate key compliance requirements from the consolidated Federal Register notice allocating the CDBG-DR to the City. Below is the list of the current CDBG-DR monitoring forms that will be used in customizing the City's monitoring needs. HUD Monitoring Forms for CDBG-DR Our team will assist with the customization of monitoring plans and checklists for programs funded with this CDBG-DR grant and equip NSD with the tools and guidance to execute these plans. With a monitor -as -you -go approach, ICF will build compliance reviews into all steps of program operations. We will do this by: Working from existing content to develop the monitoring plan and supporting the staff in the implementation of the plan by using resources developed to assist in monitoring the programs and subrecipients for compliance • Delivering program guidelines and process maps that cover regulatory requirements for the timely management of administrative steps throughout the grant lifecycle • Assisting NSD in conducting a detailed review of project applications, ensuring they are complete and eligible before NSD staff review and score applications 2024 Copyright, ICF Incorporated, LLC 29 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 JW 0 Volume I. Technical Proposal March 15, 2024 • Incorporating appropriate risk mitigation and TA into the monitoring plan to ensure high -risk areas are reviewed frequently • Assisting NSD in conducting annual and ongoing monitoring using desk reviews and onsite visits Schedule of Activities and Milestones ICF's compliance and monitoring lead, Mr. Roddy, will work to provide NSD with a developed monitoring plan and provide checklists that can be "ready to go" for when staff want to start performing risk assessments on subrecipients or to review pre -launch activities to ensure that items like procurement are being done correctly. ICF will integrate monitoring and compliance checks into the development of program launch materials, design projects, and programs with monitoring in mind. ICF does not see monitoring as a one-time review to spotlight deficiencies but rather an opportunity to track compliance throughout the program lifecycle. ICF will customize monitoring reviews to ensure programs are set up to succeed and reduce the possibilities of findings from HUD. ICF will provide resources before program launch but will work with NSD as needed to determine all monitoring checkpoints. Schedule, Budget, and Quality Control • Frequent client check -ins by the ICF project manager and program leads • Action tracker to record all requests and deliverables • Iterative approach to program creation that builds in client review, feedback, and approval at critical stages of product development • SME review of plans and procedures • Internal monitoring and compliance checklists Resource Estimates Resource estimates are detailed in the Staffing Table at the end of the Work Plan. Task 3. Program Operations Understanding of Need NSD needs an experienced partner to assist with the management of 2021 Winter Storm Uri recovery program operations, providing 04. efficient overall grant, document, and financial management, to #Continuous05 ensure compliance with federal regulations. The ICF team's Improvement t experience in standing up long-term disaster recovery programs Cycle goes back to Hurricane Katrina, which devastated the Gulf Coast 6 and the State of Louisiana in 2005. ICF recruited Ms. Siefert, our project manager, from the City of Arlington, TX, following the G° Hurricane Katrina disaster to help stand up the first major CDBG-DR disaster recovery effort in the State of Louisiana. Ms. Siefert has since held lead roles in standing up disaster recovery efforts after Hurricane Ike in Texas, after the major flood in Minot, ND, after Superstorm Sandy in New York City, and after the devastating floods in 2013 for the BCC. Approach As identified in its action plan, NSD is focusing on two recovery categories —infrastructure and housing —with housing being the largest unmet need. ICF will support NSD with all aspects of 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 program operations management, whether the decision is to administer the programs directly or through subrecipient agreements. Whether NSD decides to launch infrastructure and housing at the same time or launch one before the other, ICF's approach stays the same. The program leads will prepare a checklist of applicable documents needed to comply with federal record -keeping requirements, SOR procedures, and document control processes and procedures. Single -Family Housing: To ensure compliance with 70% of all program funds benefiting LMI persons, LMI households should be given priority for single-family housing repair and reconstruction before application is available for households over 80% area median income. The ICF team will create a robust application to capture everything needed for program requirements; local, state, and federal compliance; homeowner accommodation In Texas, lCFdevelop ed a duplication of benefits (DOB) database and created a 5-minute system training and user manual, increasing a veragre daily DOB re views from 4 to 20. needs; and reporting. Ms. Anderson, our single-family lead, will ensure all staff receive sufficient training throughout the lifecycle of the programs. Through our experience working with other CDBG-DR programs in Texas, our team will be able to quickly develop procedures to from application intake through closeout, detailing these high-level steps: Each homeowner will have a dedicated case manager (CMs) to explain the program, assist in completing the application, review and verify documentation, and be the applicant's point of contact until closeout. 2. To lessen the burden on homeowners and expedite eligibility verification, case managers will use datasets, websites, and multiple forms of acceptable documentation to verify eligibility criteria specifically for NSD programs (i.e., current on property taxes, child support, and mortgage). 3. Inspectors will conduct a site visit to create the work write-up, including remaining damages, environmental hazards, safety and code issues, accommodation needs, and mitigation line items. The work write-up helps determine cost -reasonableness of construction and determine the award type. After the work write- up is completed, our environmental SME can support Tier 2 reviews. 4. CMs will conduct the duplication of benefits review C� Application Iseout O Verification NFM A I �� Applicant Construction W Award Work Write up/ERR (DOB), determine the final award and conduct an award signing with the applicant during which they explain the award, grant conditions, subrogation agreement, homeowner responsibilities, and work to be completed and obtain all necessary signatures. 5. Construction specialists will ensure all appropriate permitting documentation is received prior to construction work starting. Throughout construction, the construction managers will inspect the homes at critical milestones and prior to any release of payment to the contractors. 2024 Copyright, ICF Incorporated, LLC 31 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 ow I" Volume I. Technical Proposal March 15, 2024 6. After construction is completed, permits are closed, and certificate of occupancy is issued, the case manager will review the file for compliance and completeness and closeout the file. Multifamily housing: Prior to creating an application, the ICF multifamily lead, Ms. Freeman, will review capital leverage to recommend project selection and scoring criteria, as well as underwriting criteria, and establish unit and affordability mix, cost -reasonableness, developer capacity (i.e., fiscal, operational, and experience), resilience measures, and overall design. Once the criteria are determined, Ms. Freeman will work with NSD to prepare an application, development budget, proforma workbook, etc., for new construction and land acquisition for townhomes, duplexes, and properties with more than eight units for rental purposes. Then, she and Jennifer Siegel ICF SMEs will prepare RFP/requests for quotations Underwriter, Support in compliance with 2 CFR 200 and established program guidelines. Ms. Siegel has extensive experience in underwriting affordable family housing development projects and ensuring compliance with federal cross -cutting requirements. ICF SMEs will provide training in cross -cutting guidelines, applicable regulations, and program guidelines. Mr. Roddy, monitoring and compliance lead, will assist NSD in preparing risk assessments, checklists, and a monitoring plan. Infrastructure: Chris Narducci, infrastructure and mitigation lead will work with the ICF GIS team to prepare a map of the City's LMI areas using current census data overlaid with City -owned buildings and park lands that were damaged by Winter Storm Uri. This mapped data can be used to determine the areas of the City with potential eligible infrastructure projects. We can also use GIS mapping to document national objective data, like in Exhibit 7. Once that is completed, Chris Narducci and ICF support staff will work with NSD to prepare project ranking and selection process. Exhibit 7. ICF's mapping can help document LMI-area national objective compliance for infrastructure and mitigation projects Equitable Engagement ICF has worked with the GLO to create a GIS viewer. This interactive tool displays the Community Development Block Grant Mitigation (CDBG-MIT) Program information, including demographics, low- and moderate -income, Social Vulnerability Index (SoVI), and Racially or Ethnically Concentrated Areas of Poverty (R/ECAPs). 0 P1h .A.WZPC&. 21 h — �u A 2024 Copyright, ICF Incorporated, LLC 32 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 ,011 /►! Volume I. Technical Proposal March 15, 2024 Since the environmental approval process for public infrastructure projects can take several months, this should be the first task started once the project is identified. The environmental SME will provide whatever level of support is needed to NSD. While the environmental review is being prepared, a categorical exemption will be prepared so the process of procuring architects and engineers can begin while waiting for the release of funds. Once the Authorization to Use Grant Funds (AUGF) is received, an invitation of bid will be published for construction activities. Construction specialists and construction managers will provide onsite construction oversight and monitor for compliance with DBRA, Occupational Safety and Health Administration requirements, and other required regulations. Additionally, Mr. Roddy will assist NSD in preparing risk assessments, checklists, Section 3 plans, and a monitoring plan. Document Control: ICF knows that continuous document updates and version history are required for record -keeping compliance. The team will work with the City to ensure procedures are developed and followed to align with the City's SOR protocols. Financial Management: Once programs are up and running, proper financial controls and detailed financial management are necessary for smooth program operations. ICF will ensure that all programs are sufficiently trained on financial management protocols and supporting documentation needs to ensure all programs operate to be audit ready. Schedule of Activities and Milestones The operations start-up will work in parallel with program design to ensure the design can be efficiently and effectively implemented. While components of program implementation are sequentially dependent on the successful completion of program launch documents, once the program is operating, ICF will provide ongoing support for the duration of the contract, as shown in Exhibit 8, below. Exhibit 8. Months 1-6: Establish Program Operations Y d SCHEDULE AND MILESTONES TASK 3: Program Operations Begin Tier 1 environmental review for housing programs Begin and support environmental review(s) for infrastructure Develop and refine program tools such as applications and guidelines Secure and support housing counseling services Begin and support applicant intake for housing programs Begin and support damage assessments, inspections, Tier 2s Begin housing rehabilitation —after AUGF Begin infrastructure project(s)—after AUGF Virtual finance and administration kickoff meeting Assist staff with DRGR setup, program reports, quarterly project reports, and financial compliance requirements Assist with procurement of services if needed Assist with document control and project files Ongoing TA and CDBG-DR program updates N > C >. bA Q+ > U C ` N n O U O N 2 n n Q N O Z O --i u0.. 2024 Copyright, ICF Incorporated, LLC 33 `I / Disaster Recovery Staff Augmentation ow I" Volume 1. Technical Proposal Schedule, Budget, and Quality Control RFP # NSD24-002 March 15, 2024 • Frequent client check -ins by the ICF project manager and program leads • Action tracker to record all requests and deliverables • Gathering and tracking of City comments, concerns, and documentation of response • Action to promote community partner participation where applicable • Awareness of targeted areas and participation levels • SME review of progress and challenges, as well as consultation, as needed • Internal monitoring and compliance checklists • Periodic program progress reports on expenditure, outcomes, risk analysis, and consultation on course corrections when needed Resource Estimates Resource estimates are detailed in the Staffing Table at the end of the Work Plan. Task 4.Ongoing TA and Program Updates Understanding of Need Implementation and oversight of a HUD CDBG-DR grant presents various challenges to understand additional regulatory requirements and evidence compliance. NSD will find a strong partner in ICF because we have extensive experience in both the HUD regulatory framework for recovery and overall compliance to evidence a successful program that benefits the citizens of the City. Approach Mr. Roddy is a CDBG-DR expert and former director of HUD programs for an entitlement community. Mr. Roddy is responsible for leading and delivering many of ICF's HUD and local government training and TA engagements across the country. Mr. Roddy's technical and programmatic expertise is augmented by his understanding of all the capabilities of our other staff across the ICF team, which means he will be able to quickly pull in the right people for any of the NSD's TA and training needs. Supporting Mr. Roddy, our deep bench of SMEs, experienced trainers, and technical specialists will meet any of NSD's requests for TA, program design, and updates. The ICF team will gather experts as needed and quickly answer questions and address NSD's most pressing TA needs to ensure staff are set up for equitable and compliant launch of the recovery programs. The TA, guidance, resources, and information provided to staff will serve as the foundation for decision -making on a wide range of technical, community, regulatory, and programmatic topics specific to HUD disaster recovery funds. Beyond ensuring all program and project files are complete and tell the story of the City's recovery efforts, technical memos will maintain a record of questions and the rationale behind why certain policy or implementation decisions were made. ICF will collaborate with the City to summarize and detail this Information in a searchable and sortable TA Tracker that reflects the issues and answers that are delivered to NDS categorized by topic and program area. 2024 Copyright, ICF Incorporated, LLC 34 `I / Disaster Recovery Staff Augmentation ow I" Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 The ICF team is unparalleled in their knowledge of all federal rules and regulations and, most importantly, on how to apply and implement any rules and regulations that apply to specific projects and programs. We recommend providing training and TA on these topics early and often and maintaining FAQs and our TA Tracker, thereby greatly reducing compliance risks to the City throughout the lifecycle of the CDBG-DR grant. Our team will help NSD staff and subrecipients apply the most stringent local, state, and federal requirements for tricky areas such as procurement, URA, elevation standards, Fair Housing, Section 3, Section 504, DBRA labor standards, and environmental reviews. MEET THE TEAM Dave Tobon Construction Manager, Support Mr. Tobon is experienced in overseeing builders across Texas, having worked on Texas GLO's housing recovery programs since Hurricane Harvey and previously in New Jersey. He has been working in the disaster recovery field for a decade. For decades, ICF has helped clients comply with all applicable programmatic rules and requirements and through the development of customized compliance tools to administer efficient disaster recovery programs. Through the efforts of our team leading training and TA, we stood side by side with the State of New Jersey to stand up and manage 30 CDBG-DR programs. Through ICF's successful assistance, New Jersey, in an unprecedented move by HUD's Office of Community Planning and Development (CPD), was named a low -risk grantee for exceptional compliance. Our experienced team has developed and worked within many SORs and can provide firsthand knowledge of what works and what does not. Our trainers have experience in standing up high - profile CDBG-DR programs and understand the importance of regular reporting as well as near real-time responses to ad hoc requests. Reporting and having a well -maintained SOR is important for communicating successes and managing expectations of HUD, City officials, the public, or subrecipients, and these are critical for managing programs and efficient operations. Our team can provide training on using a SOR to conduct draw requests, documenting program applicant eligibility, contract amendments, program metric tracking, dashboards, program forecasting, program budget management, QA/QC analysis of system MEET THE TEAM data, and staff workflow volume assessment and tracking. Kristen Supik Grant Specialist, Ms. Supik has 4 years of federal cross -cutting and grant management experience, most recently in central Texas supporting CDBG, CDBG-DR, CDBG-MIT, In setting up and implementing programs, the NSD staff will likely have questions or need technical guidance. For example, based on our experience, grantees sometimes face unexpected compliance issues during monitoring or activity closeout related to things like beneficiary data collection and reporting and application content, often months or Support and HOME. years after setting up their CDBG-DR programs. During program design, ICF will help the City as it has helped many other local partners get ahead of potential compliance deficiencies by building the framework of compliance into all aspects of program policies and SOPs. ICF's wide-ranging HUD knowledge and experience providing TA to grantees nationwide who implement homeowner recovery programs 2024 Copyright, ICF Incorporated, LLC 35 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 will guide the team's work with the City to provide tailored TA based on the needs to build staff capacity to manage CDBG-DR grants. The ICF team will share its experience in developing SOPs and tools such as checklists, process flows, and job aids to build in compliance from the start. The ICF team can also oversee the development of step-by-step handouts, web -based training videos, guidance handouts, or other requested documents to meet the needs of the NSD and its subrecipients. In partnership with the City, the team will help document any necessary program changes and ensure program documents are updated through program implementation. Schedule of Activities and Milestones ICF will provide TA resources upon contract award by NSD. These resources will be available from the time of contract launch and will continue to work with NSD as needed, as shown in Exhibit 9. Exhibit 9. TA and Program Updates —Ongoing Through Length of Contract SCHEDULE AND MILESTONES TASK 4: Ongoing TA and CDBG-DR program updates Schedule, Budget, and Quality Control Y N 3 O U O N 3 i a W O z o 5 6_i :° 1 1 1 • Frequent client check -ins by the ICF project manager and program leads • Gathering and tracking of the City's feedback and concerns • SME review of progress and challenges and consultation as needed • Periodic program progress reports on expenditure, outcomes, risk analysis, and consultation on course corrections, as needed. Resource Estimates Resource estimates are detailed in the Staffing Table at the end of the Work Plan. Task 5. Cross -Cutting Requirements Support Understanding of Need Fulfillment of all applicable cross -cutting federal requirements is essential to the implementation of an efficient, effective, and compliant program. For the programs that the City intends to conduct, these requirements will include, but not be limited to the following: • Environmental review (Part 58) • Floodplain restrictions and • Procurement insurance requirements • Labor standards • Fair Housing, Equal Opportunity • Section 3 • Section 504 and Americans with • URA Disabilities Act (ADA) • Stafford Act, Section 312 (DOB) ICF will provide other support and consulting functions as requested by NSD. Approach Independently or in coordination with NSD staff, ICF will deliver training on each of the cross- cutting requirements listed above. We will also provide draft policies for compliant implementation of each of these requirements specifically tailored to the housing, mitigation, and infrastructure 2024 Copyright, ICF Incorporated, LLC 36 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 A*, C F Volume I. Technical Proposal March 15, 2024 programs NSD intends to conduct. We will work with grantee staff to ensure the policies are both compliant and consistent with the goals and objectives of each program. In addition to providing training materials and model policy documents for all cross -cutting federal requirements, the most effective way to ensure ongoing compliance is to develop and mandate file checklist utilization. These checklists will follow the workflow for each program activity in chronological order. They incorporate all elements of any cross -cutting requirement that applies to the activity. At each step, the form of documentation required for compliance is noted. This ensures the file is complete and tells the story of the activity. Using these checklists makes it easier for grantees and subrecipient staff to manage workflow in the proper order and to collect the documentation necessary at each step. It also helps compliance and monitoring staff to conduct internal monitoring activities because the checklist should include all compliance documentation requirements. This reduces the likelihood of findings or concerns during a HUD monitoring. Once the programs are launched, questions regarding the application of cross -cutting requirements will arise. ICF has a deep bench of SMEs experienced in these requirements who will be available to NSD staff and subrecipients. These experts will provide TA to clarify the applicability of the requirements to a specific program, to address problems which may arise, and to ensure that even the most complex programs are completely compliant. ICF will also provide any other support and consulting functions requested by NSD. Financial Management Posey O'Reilly Case Manager, Support Ms. O'Reilly has over 10 years of various roles in applicant eligibility, duplication of benefits, and QA/QC for housing recovery programs, ensuring efficient and compliant uses of all federal funds. Experience has shown us that one of the biggest challenges for CDBG-DR grantees is stretching the 5% administration fund across a 6-year implementation timeframe. To ensure limited administration funds are preserved for administration costs, ICF tracks team members' work against appropriate cost categories, which include: (1) program administration costs, (2) activity delivery costs, and (3) planning. HUD provides guidance for allocating CDBG-DR costs in its Notice: CPD-2023-06 published August 24, 2023, titled Allocating Costs between Program Administration Costs, Activity Delivery Costs, and Planning Costs for Community Development Block Grant Disaster Recovery (CDBG-DR) Grantees, Community Development Block Grant Mitigation (CDBG- MIT) Grantees, and Community Development Block Grant National Disaster Resilience (CDBG- NDR) Grantees. The notice provides the following examples of categories for allocating costs among the three cost categories noted above. See Exhibit 10, below, for HUD's examples. 2024 Copyright, ICF Incorporated, LLC 37 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 Exhibit 10. ICF provides several examples of categories of program administration costs, activity delivery costs, and planning costs. Program Administration Costs (PAC) • Some costs associated with the development of the action plan and subsequent updates or amendments • Accounting and financial management • DRGR recordkeeping • Overall grant management • Marketing and outreachfor action plan development and amendments • Monitoring of programs and subrecipients • Internal auditor activities • Non-specific legal/ accounting/human resources (HR) audits • Personnel/HR activities • Staff and contracted services for the above activities • Leased office space and general overhead operations UProgram Cost Categorization Activity Delivery Costs Planning (ADC) • Developing activity -specific • Some costs associated with the policies and procedures development of the action plan and (i.e., housing rehab, mitigation, subsequent updates or amendments infrastructure) • Feasibility studies • Processing applications for assistance • Project -specific environmental review, design, and engineering • Activity -specific construction oversight • Project -specific accounting and payments • Marketing and outreach to applicants and contractors for a specific activity • Applicant intake • Activity -specific monitoring, oversight, and management • Activity -specific legal services (drafting contracts, collections) • Activity -specific staff and contracted services • All the above activities for subrecipients • Marketing studies • Comprehensive plans Community development plans • Functional plans in areas such as housing, land use and urban environmental design, economic development, open space and recreation, energy use and conservation, floodplain and wetlands management, transportation, utilities, and historic preservation • Capital improvement plans • Individual project plans (excluding engineering and design costs related to a specific activity that is an ADC) • General environmental, urban environmental design and historic preservation studies • Strategies and action programs to implement plans, including the development of codes, ordinances, and regulations Based on this guidance, ICF knows that most of our services provided under this contract will be able to be charged as activity delivery project costs and will not have to be taken from scarce administration dollars. As a result, the City's staff will have a trusted partner helping them be fiscally conservative, drive and document critical decisions, meet performance milestones, and deliver compliant and impactful programs to the residents of the City. Schedule, Budget, and Quality Control Our team will track progress against an approved action tracker aligned with the agreed -upon schedule and budget. We will provide a weekly status report on progress. ICF and the City will be able to use the report to ensure schedule, budget, and QC are embedded in the process while making decisions and reviewing draft documents. This will also serve as a transparent tool for project management oversight of schedules and milestones. ICF plans to conduct regular meetings to discuss updates and establish action items and next steps. To keep this work cost-effective for the City, the majority of work will be performed remotely. However, ICF knows the importance of connecting with both our clients and the communities we serve through in -person engagement. As such, we are planning for an extended onsite project kickoff period and then onsite coordination 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 A*, C F Volume I. Technical Proposal March 15, 2024 meetings throughout the full term of the contract to meet with City staff; engage with local stakeholders; and provide onsite staff support, capacity building, and TA. To reduce onsite expenditure, ICF will use a network of staff members located within the region that can work onsite, thus incurring minimal travel expenses. MEET THE TEAM A member of the ICF team will document every meeting, recording guidance or instructions given Ms. Lewis has over 8 years and detailing decisions made or actions items. The s' <� a of experience in grant management. Her expertise project manager will review the documentation for is financial analysis in the clarity and accuracy before submitting a record as creation and review of a memorandum to the City within 2 days of a CDBG-DR program implementation plans, meeting. Combined with a weekly report and action Ashley Lewis ensuring compliance with tracker, the City will have a complete understanding Financial Specialist, certification requirements of ICF's progress and have the capacity to inform Support for funds. the work at any time. ICF takes an iterative and client -centered approach to ensure all products and services meet our clients' standards and the needs of their communities. We seek client feedback frequently and at critical milestones to inform our work. We are committed to onsite engagement with clients while maintaining cost effectiveness through remote work. We provide ongoing updates on progress to ensure our clients are informed and involved in every facet of the project. This approach is reflected in the mechanisms we plan to use in meeting the project scope requirements, listed under schedule, budget, and QC for each task. Schedule of Activities and Milestones Before implementing any program, it is important to have the requirements applicable to that specific program. The ICF team will begin by working with NSD staff to identify the applicable requirements for all CDBG-DR funded programs. The next step is to train all relevant grantee and subrecipient staff in the requirements. ICF has staff well versed in these regulations and how they apply to each type of program. We also have a comprehensive set of policies and training materials developed during our years of work directly with HUD and with other grantees. These documents and materials —with modifications to tailor them to NSD's programs —can be quickly and cost-effectively deployed. We plan to have all relevant cross -cutting training materials and draft policy documents in place within 30 days of contract signing, as shown in Exhibit 11, below. 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 Volume I. Technical Proposal March 15, 2024 Exhibit 11. Compliance and Cross -Cutting Federal Requirements —Ongoing Through Life of Contract Y N N >` >. tw Q + > U i SCHEDULE AND MILESTONES 3 a , o Z o U TASK 5: Cross -Cutting Requirements Support (as needed) Schedule, Budget, and Quality Control • Frequent client check -ins by the ICF project manager and program leads • Regular interactions with compliance staff to identify promptly any issues concerning correct implementation of cross -cutting requirements • Gathering and tracking of the City's feedback and concerns • SME review of progress and challenges, and consultation, as needed • On -demand support for review of program files for compliance Resource Estimates Resource estimates are detailed in the Staffing Table at the end of the Work Plan. Task 6.Other Support and Consulting Functions Our team is committed to our clients' long-term success and will provide on -demand TA to support NSD throughout the program life cycle, scaling our TA resources up or down at NSD's discretion. ICF knows that even with the considerable planning a grantee will do, items may come up that require additional insight and support. To lay the foundation for a lasting recovery, ICF's support can include any unanticipated requests that are not currently included within the scope, up to 100 hours, within the provided maximum not -to -exceed (NTE) price. Anticipated Schedule From project manager to case manager, our staff have worked with grantees in similar positions to those with NSD to administer CDBG-DR funds compassionately and compliantly. Based on our experience, ICF is proposing the following schedule and milestones as a guide for how we can help the City complete this work. The description below is a high-level summary of the items in the schedule that follows, and it serves as a starting point for our discussions with NSD staff upon award. We look forward to modifying and/or finalizing the schedule as we learn more about NSD's priorities. TASK 1: Program Design • Contract execution and kickoff: • The first 5 days of collaboration between ICF and NSD will focus on introducing the key ICF team members to the City's program and administrative staff. • There will be 2 days of general introductory meetings followed by 3 days of meetings to focus on the major program areas: housing recovery for both single-family and multifamily, infrastructure and mitigation, and finance and administration. 2024 Copyright, ICF Incorporated, LLC 40 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 • The ICF lead for each program or area will meet with the City's program manager and team to understand the City's priorities for delivering specific policies, procedures, and workflows. • The ICF team will begin the program design and SOPs phase of the work plan. • The critical first step for program design is to develop the CDBG-DR compliant program manuals and policies. • Once the key program objectives and compliance criteria are established in the guidelines and policies, the team can begin to develop the tools necessary for implementing the policies. The implementation tools include workflows and implementation procedures, developing schedules and milestones for launching programs and developing the applications and eligibility criteria for each program. During this phase, key training needs will be identified and delivered to program and administration staff to ensure a firm understanding of the dos and don'ts of CDBG- DR programs. The ICF team will also develop relevant policies for cross -cutting federal requirements including environmental review (Part 58), Procurement per 2 CFR 200, DBRA, Section 3, DOB under the Stafford Act, URA, and all other relevant federal requirements to be met in the implementation of the CDBG-DR programs. The ICF team anticipates approximately 90 days to develop and finalize program policies and procedures, but we are fully prepared to prioritize and expedite a specific program if needed. TASK 2: Monitorine Plans After finalizing the program policies and procedures for each program, the ICF team will begin developing monitoring plans, risk assessments, and monitoring checklist to ensure NSD's CDBG- DR programs meet the compliance requirements in accordance with HUD's CPD Monitoring Handbook 6509.2 Rev 7. TASK 3: Proeram Operations • Implementing program operations will begin immediately upon finalization of the program's final design. • The key first step to implementation is getting the appropriate level of environmental reviews and clearances in process. In some cases, completing environmental reviews and getting AUGF can take 3 to 6 months in some cases. ICF anticipates having environmental clearances and launching program activities by late summer/early fall 2024. • While the environmental reviews are underway, the ICF team will work with City program staff to complete trainings and develop implementation tools such as role -based SOPs, applications, DOB worksheets, and other documentation required to verify compliance with CDBG- DR requirements. • ICF can assist the City with procuring other services needed to support the programs such as housing counseling. The ICF team is prepared to assist with procurement of engineering and construction services as needed. • Once the housing programs have cleared environmental review and received their AUGF, the ICF team will support launching the housing program and assisting with eligibility and award 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 A*, C F Volume I. Technical Proposal March 15, 2024 determinations, assisting with damage inspections, and helping oversee the construction management. TASK 4: Ongoing TA and Program Updates As program policy and procedures are in development and environmental reviews are underway, the ICF financial SME will work with the City's finance and administration staff to assist with entering the programs into DRGR. ICF staff will also work with the City's administrators to develop reporting templates, document control, and financial processes to capture relevant CDBG-DR requirements. ICF will develop the monitoring plan and conduct project risk assessments. ICF staff will work with NSD to monitor projects and programs to ensure files are complete and/or identify additional TA needs based on the results of risk assessments and project or program types. ICF knows that all CDBG-DR programs adjust and modify over time. All program tools, resources, and guidance developed during the start-up phase will need to be managed and maintained throughout the life of the programs. The ICF team will date all deliverables and provide version control through tables and footers to maintain up-to-date and accurate program resources. We will work with the City to develop a process and structure for maintaining current document versions and a change management control process for ensuring all policy and procedural changes are carried throughout all program operations. TASKS 5 and 6: Cross -Cutting Requirements Support and Other Support and Consulting, As Necessary and as Required • Our team is expandable and ready to provide all federal cross -cutting and CDBG-DR support and consulting, as necessary and required by NSD. All timelines are shown in Exhibit 12, below. 2024 Copyright, ICF Incorporated, LLC 42 `I / Disaster Recovery Staff Augmentation '001 Jw C Volume I. Technical Proposal Exhibit 12. ICF's Anticipated Schedule Will Help NSD Define and Meet Milestones SCHEDULE AND MILESTONES Onsite project kickoff after contract notice to proceed Introduce ICF project team, discuss priority needs, and submit final work plan to NSD Virtual Single -Family Housing kickoff meeting Virtual Multifamily kickoff meeting Virtual Infrastructure and Mitigation kickoff meeting Write policies for all programs and/or focus on priority programs to launch Develop workflows and SOPs for all programs and/or prioity programs to launch Determine cross -cutting compliance requirements, develop policies, and deliver training Develop and maintain risk assessment and monitoring plan for housing programs and checklists Develop and maintain Risk Assessment and Monitoring Plan for infrastructure and checklists Develop and maintain monitoring plan for developers and checklists Develop and maintain monitoring plan for contractors and checklists Ongoing monitoring of CDBG-DR activities TASK 3: Program Operations M9 Begin Tier 1 environmental review for housing programs Begin and support environmental review(s) for infrastructure Develop and refine program tools such as applications and guidelines Secure and support housing counseling services Begin and support applicant intake for housing programs Begin and support damage assessments, inspections, Tier 2s Begin housing rehabilitation —after AUGF RFP # NSD24-002 March 15, 2024 a� y a) N 7 0 0 0 N N O L 3 i I, a vi O zo o) °U_ i Begin infrastructure project(s)—after AUGF Virtual finance and administration kickoff meeting Assist staff with DRGR setup, program reports, quarterly project reports, and financial compliance requirements Assist with procurement of services if needed Assist with document control and project files Ongoing TA and CDBG-DR program updates TASK 4: Ongoing TA and CDBG-DR program updates TASK 5: Cross -Cutting Requirements Support (as needed) TASK 6: Other Support Provided (as needed) NOTE: Tasks listed in the above table are numbered to reflect the order in the RFP. Thus, in some cases, the numbering does not reflect how work will be done. For example, program operations will likely occur � Onset Continuing soon after program design and before the development of risk assessments and monitoring plans. 2024 Copyright, ICF Incorporated, LLC 43 `I / Disaster Recovery Staff Augmentation 0*' C F Volume 1. Technical Proposal Staffing Table RFP # NSD24-002 March 15, 2024 Similar to the breakdown shown in the Fee Proposal (Section 4 below), the table below breaks down labor hours per task and labor category. Consistent with ICF's described approach in this proposal, this structure provides a cost-effective solution to the City to have direct support by ICF's expert leads while also getting timely and cost reasonable support from the broader ICF bench. Labor Categories TASKS Project Lead/ Support Manager Primary Staff • • - Hours 200 490 1284 • Hours 40 100 200 TASK 3: Program Operations Hours 15 480 1488 TASK 4: Ongoing Technical Assistance and Program Updates Hours 440 596 440 TASK 5: Support with Cross -cutting Regulations Hours 168 168 0 TASK 6: Other Support• Hours 8 92 O TOTAL LABOR! Hours 871 1926 3412 Total Labor 1974 340 1983 1476 336 100 44 I L-2 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 4 Fee Proposal 4.1 Period of Performance The proposed period of performance is April 2024 through April 2026, or 24 months after contract execution. 4.2 Contract Type ICF's proposal is prepared on a time -and -materials (T&M) basis. 4.3 Hourly Rate Schedule � Labor Categories Total Labor Project Manager Lead/Primary Support Staff Total Total Proposed Year 1 Year 2 Year 1 Year 2 Year 1 Year 2 Year 1 Year 2 Travel Max NTE $180 $185 $160 $165 $140 $144 Fee TASKS ESTIMATED HOURS TASK 1: Program 200 0 490 0 1284 0 1974 0 $294,160 D- - OEM40 0 100 0 200 0 340 0 $51,200 'TASK 3: Program 15 0 480 0 1488 0 1983 0 $287,820 Operatlons TASK 4: Ongoing Technical 128 Assistance and Program Updates TASK 5: Support with Cross -cutting 64 Regulations 4.4 Travel 312 192 404 128 312 448 1028 104 64 104 0 0 128 208 $240,988 $58,160 0 8 0 92 0 0 0 100 $16,660 $80,460 $78,440 $212,160 $99,000 $434,000 $44,928 $726,620 $222,368 $33,012 - : • • Total Estimated Travel* I $33,012 *ICF assumes Project Manager will spend three months onsite during the launch phase; Project Manager will spend one week of next three months onsite. Key Leads will travel to Fort Worth for up to two three-day trips. 2024 Copyright, ICF Incorporated, LLC 45 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 4.5 Maximum NTE Fee The estimated maximum not -to -exceed (NTE) fee to complete Tasks 1 through 6 is $982,000, inclusive of travel. A breakdown of the maximum NTE fee is included within Section 4.3 above. 4.6 Assumptions ICF's proposal is predicated on the RFP, responses to questions dated 3/6/2024, and the following additional assumptions and clarifications. Although these assumptions and clarifications frame our response, it is ICF's practice to partner with our customers and resolve issues in a prompt manner that is beneficial to both parties. • ICF assumes that this proposal shall be incorporated by reference in any resulting award. • If, while executing the contract, the scope and schedule of the requirements materially change, ICF reserves the right to amend its offer. • Any mutually agreed -upon deviations to these assumptions or proposed work may require a modification to ICF's proposal or the awarded contract. • For services not fully defined within this proposal, ICF assumes that change orders will be negotiated. • ICF assumes the flexibility to reallocate hours between the various labor categories and tasks and to utilize any labor category listed in the table within Section 4.3 to effectively complete this SOW within the total budget. • ICF looks forward to negotiating mutually agreeable terms and conditions. • ICF proposes a 3% annual hourly rate escalation beginning after the first 12 months of the contract are complete. 4.7 Invoicing and Payment ICF will invoice monthly for hours and costs incurred, based on the hourly rates provided in Section 4.3. Payment is due within 30 days of invoice receipt. 4.8 Exceptions In accordance with the FAQ document dated 3/6/2024, ICF proposes the following revisions to the Vendor Services Agreement: 4. Termination. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, City will pay Vendor for the services incurred by Vendor through ecmk twli described in Ey the effective date of termination and Vendor will continue to provide City with services requested by City and in accordance with this Agreement up to the effective date of termination. Upon termination of this Agreement for any reason, Vendor will provide City with copies of all completed or partially completed documents prepared under this Agreement. In the event Vendor has received access to City Information or data as a requirement to perform services hereunder, Vendor will return all City provided data to City in a machine-readable format or other format deemed acceptable to City. 2024 Copyright, ICF Incorporated, LLC 46 `I / Disaster Recovery Staff Augmentation I Volume 1. Technical Proposal 8. Liability and Indemnification. RFP # NSD24-002 March 15, 2024 8.1 LIABILITY - VENDOR WILL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF VENDOR, ITS OFFICERS, AGENTS, r RK4 T - EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. NOTWITHSTANDING ANYTHING HEREIN TO THE CONTRARY. IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT. INCIDENTAL. SPECIAL OR CONSE- OUENTIAL DAMAGES WHATSOEVER (INCLUDING BUT NOT LIMITED TO LOST PROFITS OR INTERRUPTION OFBUSINESS) ARISING OUT OF OR RELATED TO. OR OTHERWISE IN CONNECTION WITH THE SERVICES PROVIDED UNDER THIS AGREEMENT. EVENIF ADVISED OF THE POSSIBILITY OF SUCHDAMAGES, IN NO EVENT SHALL VENDOR'S LIABILITY IN CONNECTION WITH THIS AGREEMENT (WHETHER 17V CONTRACT, TORT OR OTHERWISE) EXCEED THE AMOUNTS PAID TO VENDOR DURING THE TWELVE (12) MONTH PERIOD PRECEDING THE CLAIM. 8-48.2 GENERAL INDEMNIFICATION - VENDOR HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS AND DEFEND City, ITS OFFICERS, AGENTS, &ERMINTS AND EMPLOYEES, FROM AND AGAINST ANYAND ALL THIRD - PARTY CLAIMS OR LAWSUITS-O '4� '�D ' �r , WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO VENDOR'S BUSINESS AND ANY RESULTING LOST PROFITS) AND/OR PERSONAL INJURY, 17VCLUDING DEATH, TO ANY AND ALL PERSONS, ARISING DIRECTLY OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF VENDOR, ITS OFFICERS, AGENTS, Ol:R94 T - EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. 2024 Copyright, ICF Incorporated, LLC 47 `I / Disaster Recovery Staff Augmentation CF Volume 1. Technical Proposal RFP # NSD24-002 March 15, 2024 5-18.3 INTELLECTUAL PROPERTY INDEMNIFICATION — Vendor agrees to defend, settle, or pay, at its own cost and expense, any third -party claim or action against City for that a deliverable infringesment oUany U.S. patent, copyright, trade mark, trade sec-ret or similar property right arising from City's use of the WftwaFe and/OF documentation deliverable in accordance with this Agreement, it being understood that this agreement to defend, settle or pay will not apply if City modifies or misuses the soft ai-e .,n documentatioudeliverable. So long as Vendoi- beai-s the cost and expense of payment f0i. claims 01. actions against City pul-stiant to this , Vendor will have the right to conduct the defense of any such third party claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, City will have the right to fully participate in any and all such settlement, negotiations, or lawsuit as ueeessaFy required to protect City's interest, and City agrees to cooperate with Vendor in doing so. in the even any claim or action brought against City foi- infringement arising undei- this Agreement, Qty City, foir whatevei- i-eason, assumes the Fesponsibility foF payment of costs and expense will have the sole Aght to conduct the defense of any such claim of! action and all 10.2 General Requirements (a) The commercial general liability and automobile liability policies must name -include City as an additional uis-area thereon, as its interests may appear. The term City includes its employees, officers, officials, agents, and volunteers ir> respect to the contracted services. 21. Review of Counsel. The ...,,-ties acknowledge that each party and its counsel have reviewed and revised tWs Agreement and that a normal rulaa of constmetion to the effeet that ambiguities are to be resolved against the drafting party will not be employed in the interpretation of this Agreemeat or Exkiti= A, J, a--\d 2024 Copyright, ICF Incorporated, LLC 48 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 2-5-.24. Immigration Nationality Act. Vendor must verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). tits ce. ies of all 1-9 forms and supporting eligibility documentation for each employee who performs work under Agreement.Vendor must adhere to all Federal and State laws as well as establish appropriate procedures and controls so that no services will be performed by any Vendor employee who is not legally eligible to perform such services. VENDOR WILL INDEMNIFY City AND HOLD City HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY VENDOR, VENDOR'S EMPLOYEES, CONTRACTORS, SUBCONTRACTORS, OR AGENTS. City, upon written notice to Vendor, will have the right to immediately terminate this Agreement for violations of this provision by Vendor. EXHIBIT B PAYMENT SCHEDULE Vendor shall be paid based upon hours incurred d 1K Exhibit A, aad reeeipt of expected delive ihl i,-, as '_i . 2024 Copyright, ICF Incorporated, LLC 49 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 5 Resumes Below are resumes with references included for key staff, as presented In the Project Organizational Chart in Section 2 of this proposal. Qualifications Highlights • More than 18 years of CDBG- DR program design and implementation for housing and infrastructure • SME in 2 CFR 200 procurement, URA, monitoring and compliance Location • Fort Worth, TX Education • JD, Law, Southern Illinois School of Law,1996 • BS, Geography, Southern Illinois University,1993 Certifications and Trainings • PMP,2009 • HOME Specialist Certification, 2006 Deborah Siefert, JD, PMP Project Manager REFERENCES Reference 1: Name: Molly O'Donnell Title: Director, Housing and Community Investment Division Agency/Company: City of Longmont, CO Contact number: 303.651.8530 Email: Molly.O'Donnell@longmontcolorado.gov Reference 2: Name: Douglas Le Title: Disaster Recovery Officer Agency/Company: County of Hawaii Contact number: 808.961.8174 Email: Douglas.Le@hawaiicounty.gov Reference 3: Name: Kristin Hadawi Title: Senior Community Planning and Development Specialist, Office of Disaster Recovery Agency/Company: HUD Contact number: 817.978.5600 Email: Kristin.Hadawi@hud.gov RELEVANT PROJECT EXPERIENCE CDBG-MIT General Infrastructure and Critical Facility Hardening, Florida Department of Economic Opportunity, 2021—Present CDBG-MIT SME. Ms. Siefert is providing subject matter expertise in review of Florida Commerce subrecipient CDBG-MIT projects, including project eligibility for meeting HUD's definition of mitigation, definition of the national objectives to be met, budget and procurement reviews, and compliance with cross -cutting federal requirements such as environmental reviews and labor standards. Ms. Siefert participates in virtual TA meetings 2024 Copyright, ICF Incorporated, LLC 50 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 *' C F Volume I. Technical Proposal March 15, 2024 between Florida Commerce and prospective subrecipients to ensure that issues of compliance are being addressed before issuing grant agreements. Kilauea Recovery CDBG-DR/MIT, Hawai'i County, 2020-Present Lead HUD TA Provider. Ms. Siefert is leading a team of ICF experts providing TA to Hawai'i County for its recovery from the 2018 Kilauea volcano eruption. She and her team have provided guidance for policies and procedures for developing and implementing their CDBG DR -funded buyout and relocation programs. The county has successfully purchased approximately 300 properties. Ms. Siefert and her team also assist the county with its CDBG-MIT funds for mitigation activities. New York City CDBG-DR Administration Oversight, Hagerty Consulting, 2013-2018 Director of CDBG Programs. Ms. Siefert assisted the city with the $4 billion allocation of CDBG DR funds that HUD allocated. Ms. Siefert was brought onto the New York City project and quickly began to strategize with the New York City Office of Management and Budget (NYC OMB) regarding its oversight responsibilities under HUD disaster funding. Ms. Siefert and her team worked with NYC OMB staff to develop efficient and manageable oversight of the CDBG-DR funds, which were disbursed through various divisions within the New York City government. Ms. Siefert helped establish both staff and mechanisms for tracking expenditures and drawing reimbursement funds from HUD. BCC for CDBG-DR, Hagerty Consulting, 2014-2018 Director of CDBG Programs. The City of Longmont and Boulder County in Colorado wanted a countywide collaborative of local governments within Boulder County to self -direct its recovery needs after the devastating floods in September 2013. Ms. Siefert helped structure BCC and develop a program that could be managed throughout the county from the City of Longmont offices, employing a comprehensive workflow and data management system using a cloud -based platform. The State of Colorado and HUD approved a suballocation of more than $60 million to address housing repairs, housing buyouts, including matching the Hazard Mitigation Grant Program through the global match approach. Based on the success of the collaborative approach, HUD has recommended this as a best practice for disaster -impacted communities. EMPLOYMENT HISTORY ICF Director Disaster Management. 2019-Present. Siefert Management Solutions. Principal Consultant. 2018-2019. Hagerty Consulting. Director of CDBG-DR Programs. 2013-2018. CDM Smith. CDBG-DR Program Manager. 2009-2013. ICF Senior Manager and Monitoring Expert. 2006-2009. City of Arlington, TX. Director, HUD Grants. 2004-2006. Tarrant County, TX. Senior Planner. 2000-2004. 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal Qualifications Highlights • Over 10 years of DRGR, CDBG, and CDBG-DR experience • Assists with CDBG-DR programs, frequently referencing 2 CFR 200 regulations to provide current and applicable guidance to grantees • Supervised a team of fiscal/budget analysts to oversee a $4.2 billion CDBG- DR budget Location • Atlanta, GA Education • MPA, Cornell Institute of Public Affairs, Concentration in Economic and Financial Policy, 2013 • BA, Liberal Arts, Social Behavioral Science, Concentration in Economics, Soka University of America, 2011 Certifications and Trainings • QuickBase Application Builder, 2020 RFP # NSD24-002 March 15, 2024 Ndubuisi "Onye" Ibeh, MPA Financial Compliance, Federal Record Keeping, System of Record Lead REFERENCES Reference 1. Name: Blake Stroud Title: Senior Financial Officer Agency/Company: OHCS Contact number: 971.208.0786 Email: Blake.Stroud@hcs.oregon.gov Reference 2: Name: Jennifer Peters Title: Branch Manager, CDBG Public Facilities/Position Agency/Company: Kentucky DLG Contact number: 502.892.3469 Email: jennifer.peters@ky.gov Reference 3: Name: Brenda Carty Title: (Former) CDBG-DR Finance Manager Agency/Company: U.S. Virgin Islands Housing Finance Authority Contact number: 340.227.5450 Email: N/A RELEVANT PROJECT EXPERIENCE OHCS, 2023—Present CDBG-DR Finance and Compliance Lead. Mr. Ibeh is assisting Oregon with setting up its financial processes before the launch of the CDBG-DR programs. Current work includes updating its financial manual, drafting guidance for subrecipients, developing SOPs, setting up DRGR activities, etc. Much of this work requires thinking through financial processes with the client and ensuring Oregon is compliant. IEDA, 2022—Present Project Manager. CDBG-DR action plan services. Mr. Ibeh is assisting IEDA with completion of its financial certification for the CDBG-DR grant, development of its action plan, development of the language access plan/citizen participation plan, and development of policies and providing ad hoc research and technical assistance. 2024 Copyright, ICF Incorporated, LLC 52 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 ow I" Volume I. Technical Proposal March 15, 2024 Kentucky DLG, 2022—Present Deputy Project Manager. CDBG-DR action plan services. Mr. Ibeh is assisting DLG with development of its action plan, review of unmet needs data, and development of policies and providing ad hoc technical assistance. Texas GLO, 2019—Present CDBG-DR/MIT SME. CDBG program services. Mr. Ibeh is assisting GLO with reconciling accounting data to ensure expenditures are reflected correctly, reviewing vouchers to ensure documentation is adequate to secure federal funding, developing the financial tracking system, reviewing its financial certifications for CDBG-MIT funds, and developing SOPs. He also helps review CDBG-MIT applications submitted by subrecipients. He has worked with a team to develop a seven -module training for GLO on 2 CFR 200 regulations and their applicability to current action plan programs and program guidelines. EMPLOYMENT HISTORY ICF. Disaster Manager. 2019—Present. NYC OMB. Unit Head (Fiscal and Budget). 2017-2019. NYC OMB. Supervising Analyst. 2015-2017. NYC OMB. Senior Analyst. 2014-2015. NYC OMB. Analyst. 2013-2014. 2024 Copyright, ICF Incorporated, LLC 53 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal Qualifications Highlights • Over 17 years of disaster recovery experience • HUD CDBG and HOME programs • Counseling for vulnerable populations • 10 years of construction experience Location • Beaumont, TX Education • MEd, Counseling and Development, Lamar University,1995 • BBA, Marketing, Lamar University,1976 Certifications and Trainings • Section 3 Certificate, 2011 • HUD Environmental Review 2008 • Building HOME, 2008 • HOME Income training, 2011 • Basically CDBG, 2008 • FEMA, 2016, IS-100.HCb, IS- 200.HCa, IS-700.A, IS-800.B Candye Anderson, MEd Single Family Housing Lead REFERENCES RFP # NSD24-002 March 15, 2024 Reference 1. Name: Mike Gerber Title: President and CEO Agency/Company: Housing Authority of the City of Austin Contact number: 512.767.7787 or 512.477.4488 Email: mikeg@hacanet.org or nidiah@hacanet.org Reference 2: Name: Jennifer Molinari Title: Retired Director of State -Run Housing Programs Agency/Company: Texas GLO Contact number: 512.698.5975 Email: Jennifer_molinari@hotmail.com Reference 3: Name: Chester Jourdan Title: Former Executive Director Agency/Company: South East Texas Regional Planning Commission Contact number: 409.332.6107 Email: cjourdan102@gmail.com RELEVANT PROJECT EXPERIENCE Community Development Block Grant CARES Act (CDBG-CV) Program, State of California Department of Housing and Community Development (HCD), 2021—Present Senior Grant Manager. Ms. Anderson was one of two ICF leads who were the initial points of contact with the California HCD leadership team assisting with identifying immediate technical assistance and program staff augmentation needs. She identified ICF staff persons from other projects who were able to provide immediate application reviews. Due to her experience with CDBG- DR construction projects, she serves as the lead for the 25 CDBG- CV Homekey projects which comprised more than half of approximately $143 million allocated for CDBG-CV-2/3. These funds were primarily earmarked for acquisition, rehabilitation, and conversion of nonresidential units such as hotels and motels to permanent or interim housing. The Homekey team was assigned to move the applications through the standard agreement process and assist in ensuring all projects meet HUD compliance 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 A*, C F Volume I. Technical Proposal March 15, 2024 for all cross -cutting federal requirements as well as meeting the national objective by the closeout deadline of the projects and provide ongoing technical assistance as projects move to completion. Program Management Services for CDBG-DR, City of Columbia, 2020—Present Client and Constituent Services Manager. Ms. Anderson remotely reviewed all 454 applications received for all programs in the CDBG-DR program for eligibility and compliance. She identified missing documentation, developed and/or updated program forms and drafted communications to applicants to update them on the progress of their applications. She also reviewed and edited policies and procedures for multiple program types. As the project approaches completion of all homes, she is actively involved in reviewing closeout data, ensuring all project files will meet HUD compliance requirements. City of Houston Housing Assistance Program, ICF, Houston, 2018-2020 Intake Operations Manager. Ms. Anderson was a member of the initial City of Houston team that set up the housing resource centers (HRCs); identified, interviewed, and trained staff; and began the initial assessment of surveys. She worked closely with HRC managers, whose direct engagement with the applicants resulted in the submission of 3,095 applications for review. Ms. Anderson interacted directly with city staff to identify priority applicants to expedite site inspection and file review. Adept in the city's data management system, she analyzed datasets to identify concerns within the survey and application populations and advised the city when more applications needed to be released enabling the program to respond to changes on the ground. Disaster Recovery Gulf Coast Region, AECOM, Beaumont, 2017-2018 Senior Client Account Manager. Ms. Anderson assisted multiple clients with establishing and implementing CDBG-DR and FEMA-funded disaster recovery programs in Texas and the Gulf. She provided program oversight and technical assistance, and she conducted outreach and marketing in affected communities to enable recovery activities. She also identified key players in affected communities and guided the establishment of relationships with community -based organizations. EMPLOYMENT HISTORY ICF. CDBG-DR Operations Manager. 2018—Present. AECOM. Senior Client Manager. 2017-2018. Legacy Community Health. Regional Administrator. 2014-2017. South East Texas Regional Planning Commission. CDBG-DR Contract Manager. 2011-2014. Texas Department of Housing and Community Affairs. CDBG-DR Field Officer. 2007-2011. South East Texas Regional Planning Commission. Community Development Director. 2003-2007. 2024 Copyright, ICF Incorporated, LLC 55 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 ., Shanikqua "Shaq" Freeman, MPA Multifamily Housing Lead REFERENCES Reference I. - Name: Gary Hallen Title: Assistant City Manager Agency/Company: City of Bakersfield Contact number: 909.273.0724 Qualifications Highlights • More than 17 years of Email: ghallen@bakersfieldcity.us experience in affordable Reference 2: housing, homelessness services, grant management, Name: Diane Cotto Title: Housing Manager program design, monitoring and compliance, and asset Agency/Company: City of Upland management Contact number: 909.931.4146 • Expertise in affordable housing development using Email: dcotto@uplandca.gov state and federal funds (i.e., CDBG, HOME, LIHTC, etc.) Reference 3: Location Name: William "Bill" Povalla Title: Senior Program Specialist • San Bernardino, CA Agency/Company: Michigan Economic Development Corporation Education Contact number: 773.458.0526 • MPA, Public Administration, Email: povallab@michigan.org California State University, San Bernardino, 2004 RELEVANT PROJECT EXPERIENCE • BA, Communication, San Diego State University,1999 CDBG-DR/MIT Multifamily Housing Program, Michigan Certifications and Trainings Economic Development Corporation, Michigan, 2022-Present Project Lead. Ms. Freeman developed a $7.9 million multifamily • National Development Council, 2009 new construction rental program as part of the $71.9 million • Homeownership Finance, disaster recovery efforts resulting from statewide 2020 and 2021 2009 disaster events. • Rental Housing Development CDBG-DR/MIT, Bowling Green Housing Recovery Program, Finance, 2010 • Financial Analysis for Rental Bowling Green, KY, 2022-Present Housing, 2010 Project Lead. Ms. Freeman developed a $2 million affordable housing new construction program funded with Coronavirus Local Fiscal Recovery Funds as part of the $16.6 million American Rescue Plan Act recovery efforts resulting from the COVID-19 pandemic. Homeownership Opportunities Program, OHCS, Oregon, 2023- Present Project Lead. Ms. Freeman developed a $119.3 million single-family new construction homeownership program for first-time disaster- impacted/first-time homebuyers affected by the 2020 wildfires. 2024 Copyright, ICF Incorporated, LLC 56 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 A*, C F Volume I. Technical Proposal March 15, 2024 Smart Moves Program, New Jersey DCA, New Jersey, 2022-2023 Project Lead. Ms. Freeman developed a $100 million single-family new construction homeownership program, as part of the $228 million disaster recovery efforts resulting from Hurricane Ida and Super Storm Sandy. Multifamily Affordable Housing Development, County of San Bernardino, CA, 2016-2022 Project Lead. Ms. Freeman provided guidance, oversight, and direction to project managers during all phases of the development of multifamily affordable housing developments, to ensure compliance with federal (HUD) and state regulatory and development requirements. She managed all aspects of development (i.e., acquisition, due diligence, relocation, environmental studies/clearances to conform with the National Environmental Policy Act/California Environmental Quality Act, entitlements, construction management, financing, DBRA, financial analysis, underwriting, requests for release of funds/authorizations to use grant funds processes, and funding deadlines). Notable projects include Bloomington Grove I, II, III, and Lillian Court, 469 units; Golden Apartments, 21 units; Village, 87 units; and Horizons at Yucaipa, 50 units. Affordable Housing Asset Management, County of San Bernardino, CA, 2016-2022 Program Lead. Ms. Freeman led a team of three to manage a robust, $91 million multifamily affordable housing portfolio comprising approximately 70 affordable and bond multifamily projects (more than 4,200 units) and a 350 single-family loan portfolio. She oversaw monitoring and compliance of the affordable/rent-restricted projects focusing on policy and regulatory physical site; tenancy compliance, namely, transactional asset management (e.g., recapitalizing assets, negotiating work outs and loan restructures, resales); property and portfolio performance management (i.e., analyzing project operations and financials, loans servicing); physical site management (i.e., onsite inspections to ensure compliance with the ADA, Section 504, Fair Housing); and tenancy compliance (i.e., eligibility, unit mix, rent and income limits/calculation methodologies). EMPLOYMENT HISTORY ICF. Disaster Recovery Policy Manager. 2022—Present. County of San Bernardino, CA. Deputy Director. 2016-2022. City of Moreno Valley, CA. Housing Program Coordinator. 2007-2016. Lennar Homes. Acting Project Manager/Project Coordinator. 2005-2007. 2024 Copyright, ICF Incorporated, LLC 57 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal Qualifications Highlights • Over 13 years of experience working with CDBG-DR • Designed and deployed resilient infrastructure programs at the federal and state levels, including the NDR Competition (HUD), the Resilient Communities Program (New Jersey), and the CDBG-MIT Action Plan (Alaska) • Designed and implemented research scopes of work investigating outcomes and best practices of HUD resilience programs Location • Washington, DC Education • MUP, Urban Planning, New York University, Robert F. Wagner Graduate School of Public Service, 2009 • BA, History, Washington University in St. Louis, 2003 Certifications and Trainings • Certified Expert in Climate Adaptation Finance, Frankfurt School of Finance and Management, Online, 2019-2020 • Harvard Kennedy School Executive Education Course, Climate Change Policy: Economics and Politics, 2021 • World Bank, Climate Finance Essentials: Innovative Finance for the Climate Change Challenge (Certificate), 2021 Christopher Narducci, MUP Mitigation/Infrastructure Lead REFERENCES RFP # NSD24-002 March 15, 2024 Reference 1: Name: Pauletta Bourne Title: Grant Administrator Agency/Company: Department of Commerce, Community, and Economic Development Contact number: 907.451.2721 Email: pauletta.bourne@alaska.gov Reference 2: Name: Jennifer Peters Title: Branch Manager, CDBG Public Facilities/Position Agency/Company: Kentucky DLG Contact number: 502.892.3469 Email: jennifer.peters@ky.gov Reference 3: Name: William "Bill' Povalla Title: Senior Program Specialist Agency/Company: Michigan Economic Development Corporation Contact number: 773.458.0526 Email: povallab(@michi2an.org RELEVANT PROJECT EXPERIENCE CDBG-MIT Action Plan, State of Alaska, 2022-2023 Project Manager. Mr. Narducci served as project manager, supporting the State of Alaska in developing an action plan for the use of HUD CDBG-MIT grant funds. The action plan includes a comprehensive analysis of mitigation needs to inform allocation of funds. With support from ICF, the state will design and implement efforts to upgrade flood mapping technologies in Anchorage, construct a tsunami warning system in Kenai Peninsula, and launch a home flood mitigation program in Matanuska-Susitna. ICF assisted the state in analyzing needs data, leading the public outreach and participation plan, and coordinating decision -making with state and local hazard mitigation officials. ICF will continue working with Alaska to develop program policies and guidelines that support implementation. 2024 Copyright, ICF Incorporated, LLC 58 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 OW 0 Volume I. Technical Proposal March 15, 2024 CDBG-DR Resilient Communities Infrastructure Program, State of New Jersey, 2022-Present Program Manager. Mr. Narducci managed engagement with the State of New Jersey to develop policies and procedures for the Resilient Communities Infrastructure Program, a statewide competition for funds for infrastructure projects that reduce the risk of future disasters. Mr. Narducci led development of the program design, the policy framework, and the scoring process to promote funding of projects that are cost effective, reduce risk to current and future hazard risks, and prioritize equitable outcomes among the state's diverse populations. Hampton Roads Regional Housing Planning Project, City of Virginia Beach, VA, 2022-2023 Senior Consultant. Mr. Narducci engaged with the City of Virginia Beach and Hampton Roads regional planning leadership to support components of a disaster housing planning project. He led community focus groups on resources for housing response and recovery. He also provided expertise and guidance on development of the Hampton Roads Regional Post -Disaster Housing Recovery Playbook, which included an operationalization plan for the region to respond to barriers and challenges implementing the plan. He supported the development of training on the playbook and federal resilience resources. He also supported the development of hazard profiles for the region, including analysis of impacts of 25-,100-, and 500-year wind and flood events to the region's housing and vulnerable populations. NDR Competition/Rebuild by Design, HUD Nationwide, 2015-2022 Policy Advisor and Research Lead. Mr. Narducci supported the launch and administration of HUD's CDBG-DR resilience portfolios, including nearly $2 billion for Rebuild by Design and the NDR Competition. He managed and provided policy guidance on development of the competition and grant framework, supporting implementation of funds awarded to 13 jurisdictions that experienced natural disasters to help them rebuild and increase their resilience to future disasters. He developed policy guidance, memos, and webinars interpreting HUD requirements, including guidance resilience performance measurement and outcomes. He conducted research on disaster recovery programs to inform HUD's strategic allocations for Rebuild by Design and the NDR Competition. Mr. Narducci designed and procured a research scope of work, evaluating the efficacy and implementation practices of HUD disaster resilience and recovery efforts. :Iu191WOO Z1:1►12:16*11101:Y1 ICF. Senior Manager, Disaster Management. 2022-Present. HUD. Social Scientist, Policy Development and Research. 2017-2022. HUD. CDBG-DR Specialist, Community Planning and Development. 2013-2017. Urban Institute. Research Associate, Metropolitan Housing and Communities. 2010-2013. Furman Center for Real Estate and Urban Policy, NYU. Research Associate. 2007-2009. Federal Emergency Management Agency. Hurricane Katrina Recovery Center Program Lead. 2005-2006. 2024 Copyright, ICF Incorporated, LLC `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal Qualifications Highlights • Wrote the policies and procedures for New Jersey's 22 CDBG-DR programs implemented by the state, including that agency's monitoring and compliance plan for each of the programs, resulting in audit - ready files • Reviewed North Carolina's CDBG-DR housing repair, small rental, and buyout program policies and procedures for compliance with duplication of benefits, URA, lead based paint, damage assessments, housing counseling, and LMI expenditure Location • Reston, Virginia Education • MPA, Public Administration, University of Baltimore,1987 • BA, Urban Studies, Roanoke College,1978 Certifications and Trainings • Certified HOME Specialist — Rental Housing Compliance, 2010 • Certified HOME Specialist — Administration, 2009 Kevin Roddy, MPA Monitoring and Compliance Lead REFERENCES RFP # NSD24-002 March 15, 2024 Reference 1. Name: Joseph Kralicek Title: Executive Director Agency/Company: Tulsa Area Emergency Management Agency Contact number: 918.596.9898 Email: jkralicek@tulsacounty.org Reference 2: Name: Jeannine Busch Title: Partner Agency/Company: Carr, Riggs & Ingram, LLC contact number: 850.201.5856 Email: jbusch@cricpa.com Reference 3: Name: Thomas Kurek Title: Director of Public/Private Partnerships Agency/Company: Colorado Department of Personnel and Administration Contact number: 267.240.4571 Email: Thomas.kurek@state.co.us RELEVANT PROJECT EXPERIENCE Flood Protection Buyout Program, City of Minot, ND, 2023-Present Technical Director. Mr. Roddy is leading a relocation team to assist the city to purchase repetitively flooded properties adjacent to the Souris River, including a 132-unit mobile home park. Mr. Roddy is developing a plan for relocation of the Parkview mobile home park residents; obtain and review tenant information for compliance; determine whether URA assistance is available and applicable; provide relocation assistance counseling; contact and meet with tenants; prepare and send URA notices/offers, including the General Information Notice and Notice of Relocation Eligibility; provide advisory services; prepare and submit relocation claims; and process release relocation assistance payments. CDBG-MIT Programs, Florida Commerce, 2020-Present Technical Director. Mr. Roddy is supporting state grant administrators to implement over $633 million in CDBG-MIT funding, in response to disasters in 2016 and 2017. Assistance 2024 Copyright, ICF Incorporated, LLC 60 `I / Disaster Recovery Staff Augmentation *' C F Volume I. Technical Proposal RFP # NSD24-002 March 15, 2024 includes review for eligible activities for projects addressing infrastructure, housing, economic development, and mitigation planning. CDBG-DR Homeowner Assistance Program, City of Houston, TX, 2018-2020 Technical Director. Mr. Roddy was responsible for monitoring all crosscutting federal requirements for the Hurricane Harvey disaster recovery programs and for effectively overseeing CDBG-DR compliance for the homeowner program, including compliance oversight of the application intake operations, the quality assurance and quality control review process, training of intake and program staff, and other federal disaster requirements. He was responsible for coordinating with outside legal counsel for the title search and ownership reviews of over 5,000 properties across the city. EMPLOYMENT HISTORY ICF. Technical Director, Disaster Management. 2008—Present. ICF. Principal. 2006-2008 ICF. Project Manager. 2002-2006 Dennison Associates, Inc., Senior Analyst. 2000-2002 Baltimore County, MD. Community Development Grants Administrator.1990-2000 Baltimore City, MD. Real Estate Agent 11.1983-1990 2024 Copyright, ICF Incorporated, LLC 61 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 C F Volume 1. Technical Proposal March 15, 2024 6 Attachments Certificate of Good Standing corpGni ions Scojan John B_ Scutt PA.Bow 11,691 �; t Sacmam of Slate Airslin, Tcxas 7971 1-3697 sI _* ' Office of the Secretary of Mate Certificate of Fact The undersigned, as Secretary of State of Texas, does hereby certify that the document, Application for Certificate of Authority for ICF Incorporated. L.L.C., authorized under the name 1CF, L.L.C. (file number 800560761). a DELAWARE. USA, Foreign Limited Liability Company (LLC), was filed in this office on October 19, 2005_ h is further certified that the entity status in Texas is in existence_ in testimony whereof, 1 have hereunto signed my name officially and caused to be impressed hereon the Scal of Statc at my office in Austin, Texas on August 1$, 2022 t John B. Scott Secretary of State Phonc:�312).433-SSS5 Prepared by SUS -WEB Come Osir as un uhe inrerwe of harps, - ■xw, Ru. resas.gow-' Fax: (312) 463-5109 Dial- 7-1-i for Relay Senices T[D: 10264 Document: 1170921AGO004 2024 Copyright, ICF Incorporated, LLC 62 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal Certification Form Note C'ertiiicatiion Form Note THIS YAGE MUST BE COMPLETED AND INCLUDED '%TFH THE RESPONDENT'S RFP SUBNUS.SION RFP # NSD24-002 March 15, 2024 The undersigned hereby on ifim, on behalf of the Respondent named in this Cedificatiou Foma Nate (the 'Respondent"), that the information provided m this RFP response submitted to the Neighboihood Services ENgmrtmient is accurate and complete, and. I am duly authiorized to submit same as part of this RFP response. I hereby cmtify that the Respondent has reviewed this RFP in its eHfirety and accepts its terms and conAtiions_ ICF Incorporated, L_L.C. -Name of Respondent Cara M_ Small Typed Name of Respond-ent5' :authorized Representative Signature of Respondent's Anthorized Representative senior Manager, contrscts Title of Respondent's Anther bvd Representative 3/8/2024 Date Negative History Cert ICF notes two pending matters: (i) A civil matter is under review by the government involving a project from the 2013-2015 time period, but Consultant has not been formally served and it is not a matter of public record; and (ii) a private individual filed a claim in state/local district court; ICF disputes the claim. Licensing and Cert Requirements Licenses and certifications are not applicable to ICF's performance under the SOW and RFP specifications. 2024 Copyright, ICF Incorporated, LLC 63 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Proof of Registration in the System of Award Management 1"Vawjafb� cV.rdA&17.'Wjwr2:arrir JIMILAKoor ICF INCORPORATED, L.L.C. Unique Enfty ID QHBLBNKKV4U3 Registration Status AcWS Regi[atration Physical Address 1902 ReatDn M&O Plaza ROODn, Vlr9lr1a201H-5231 Unitad States CAvE.,NCAGE 5W 71 Expirator, Cabe Feb 17. 2024 Mai]rg Ad¢-ess 11M2 Reaton MWD Plan Ustor, Virginia 2015D-S231 unrted Statee p:nrdose of Registration All .awards Doing Business as DNYWon Name Dlv%or 4urnDe- (blank] f6Ylri) (b=4 .1. DIstrct Male,' CDLntryof lncD9xraticn URL Vlrvrda 11 Delaware! united States http7WWVr-ICr.0ouN Reglatrabon Dates ActN-ADn Date $IibnlSsion Dare IiWI Reglstratio, Da'e Mar 14, 2023 Feb 17. 2023 Jan 7, 2002 Entity Dates Entity —art vale F" Year End Chase Dale May 10. 1$$5 Decal Immedlats Owner CAGE Legal Business Name iM61V6 IC.FCCMSULTING GROUP, INC. Highest Le" Onnar CAGE Legal Business Na-re 70LB2 ICFINTERN4T[OMI. INC. ExMuilvet. ,uu.,; . In your business ororgarrzaa©nspreceang compnetedtscai year. did your bu"ess ©rorganlration trine legal record, reVeserned by a unkW Entity ID. !: iNDNsj receive both orihe wowing: 1. $0 percent or more ar your anrual gross revenues in U.S. Tederal contracts. s4zcontraas. loans. grams, abgranis, and'or caaperatr a a7eements and 2. 525,DDD,D00 or more In amual gross reaenues from u.5. federal contracts. sh DCDntracts, loans. grants, sutgrants, and'or000perav'e agreements? Yea Doesthe puldilc have aDom In nnfomiat-en about 1Le compensaDon or the sailor arectives In yorr mi ness Dr efgarizaJgn Ive "I entity lD VA11431 this spednD SAID necoM represented by a Unique Entity ID, beidrgVi througm pen©did rep M filed miler section 13far dr 15jdj or the Seaunties Exchange A.ct or 1934 (15 U_3_C_ 78rn(ak 7WM) or section 6161 DTthe Internal Re.*nue Code or 1986? Yes Procaedings Questions estions Is yorr bu siress or ary$'nza"eon, as represenbed by Ire UrlkW Entity ID on tine entity regnstraWn, necpondng tD a Federal KDaeemem opporI nny that contains the proaisi©n at FAR 522D9-7, subfeot to the clause In FAR 5 99 In a cavern Federal oanlract or applying for a Federal grant opportunity wMIM domains ire award tern and coMriion d sor!10ed In 2 CY R 200 Append[[ %1I? Yes Does yDrt busnew or Drpr iza11Dn. as represen-ted by the Unique Enllty ID on GYS specific SAM recoM, have current active Federal C 7rtraGl6 ancNr gwft%lntoWraiueOnAdIngany :JD"ons)greatef1hansiD.D0D,01W? Yea VMn 1ne last free years, had the bui5ness or mprit2ation (represented by the Unique =rttty ID on Ihls specific SAM recall} andror arty ©r ftU prrdplls, In DDnnectlah with The dodo to or performance by the duchess or organization dr a Federal tnntraaca or grans, been the stZjed of a FedM or Slab (Ij criminal pmmeedng resttGr4 In a oDnwt *)n orc4na.i. , o i i:., i, . Wait {2j 0.1 prom eeiing reM g In a fining ortautt with a monetary ire. penally, f44nt, restitution, an4tx damages greater tram 55,DDO, or other, 1. � . i : , of fault arODr r3k, . ,' s 1. promedag resuiung In a am" br tart with either a nxmetary line or penaity greater ran $6,D01) or relnbusement, restitutim, or damages greater than # 10D,0W, or DVer a , :. df ULrt? No _ +-::K�xr+7rral a�xazr�. ....... nK FWisr` 2024 Copyright, ICF Incorporated, LLC 64 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 Acbm Exclumans P.emm%? No I audrortrp my entltyr rm ser'as _'de Ir-onnauDri to to dlsatayed In SAM "I seams reruns: Yaa Swilinna TWn Entity "hEtLFe Ertty Type Orgenraton Farbm Olhar Bualneee -Dr Organ hmbDn Um ted LIabilHy Osmpamy Pra11 Struchre ForProflt _ , .. . . Sado-Emnamlc Types Check the regkatranta Raps & Ca ta. rrprasent under FAR 52212,3 or FAR 52219-1 to determine It the entity le an SB--certlllad -IJBZDna small buelness cortoem. A*Mtonal small business Information may beTound In the SBA"a Dynamic Snail Eualnem Searoh If thB entity completed :he SBA auppl$menW pages during nr¢stralian. ,Ucoepts Credit card Paymerns Debt SLgedTa Ortfsel Yea Na EFT Indk'r CAGE C'D& 0000 SW71 Ebmtranle Funds Transfer AD{ OIIfl Type RoLtrg 4LrrbEr Loci y:k 41JT5E' Checking --7907 (blank} Fnandai Insurtmm Ac urt Ndmte• PWC BANK- NEW JERSEY --T4453 Autamsted Clearing House Phme W.S., =rnall P%5riE- ;nm-LI.S.] 202913M2 11:31ankj (biankM Fax (blank] Renv#ance Lddreae ICF NCORPORATED LLC P.O. Box 7753 C? Chlcapo. Illlnola 80677 United She EI N Tye at Tax Taxpayer Name """3615 Appfcabte Federal TO ICF INCORPORATED LLC Tax Year (Mosl Recent Tax Year} Name-7ML 0IM'rlduaf Execuling Omserrt TIN Consent Date 2021 Semler Vice PmIdenir Cenb3cts & A. F66 17, 2U23 A4jm- Signature 19R2 ROOM kletr4 Place ROBERT F TOTH Reskm, Ylrgln4a 211190 Accm nls Receivable POC x Karalyn Gardner Karalpn.: ..can F0322Sa150 arr�.x��Kfl.mp�r��arr�xa• ' P,,b a,¢. 2024 Copyright, ICF Incorporated, LLC 65 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal LM WdsVeby EM—DANs MFO rz 2WA9 raW AW Electronic Business 1902 Reston Metro Plaza Karolyn Gardner IRmlon, Virginia 20190 Karolyn.GardnerOlcr.com United Slates 7US22541G6 Kate Grimes 'K2 Resbn Nitro Paxa Kadrenne.Gdmmgm.Corr Reslon,'vlrglnra 2CA--i- 7032725633 Lrlled :fates Government Business P. 1902 Metro Plaza Karolyn Gardner Realon, Virginia 20190 Karclyn.GardnangIcr.COm United Slates 70322501G6 Donna :aggE-1 '5C2 Resbn M-tro Pats Dcnna3aggE7QIcf:cam R,es1an,--Arg1n15::C1SC 703125295E Urlled Slates Past Performance 1902 Reston Metro Plaza Lee Jackson Reston, Virginia 20190 Les.Jackson@lcf.com United States 9022GA3722 Zack Zlernba '19a2ltadl Mdm Pam ZackZIEmbajVe.com 1b7bn, kllalnla 2D190 919293167E Unrad 61alles or MOO Ow NAICS Lades Primary hIAICS Code. Yee MIC11 334111 512110 515210 522310 U1213 541330 5413G0 541430 541511 541512 541519 MIC12 541C13 54104 MICH MICH MICH W1713 U1714 541715 541720 RFP # NSD24-002 March 15, 2024 1w= 1ZC NAICS Ti:V_ Administrative MansgemsrltAnd General managamant Consulting Services Eleclronlc Computer Menuractwing Mallon Ploture And Video Production Computing Infrastructure Providers. Data Procsesing, Web Hosting, And Related Undoes Mortgage And Nonmortgage Loan Brakes OblerAccounling servlcss Englneenng Services Geophysical S luveyl rig And Mapping Servlcea Graphic Design Services Custom Compulsr - , Services Computer Systems Design Servlcaa CdherComputer Related Services Human Resources Consulting Services Marketing Conan Iting Services Process, Physlcal Distribution, And Loglstica Consulting Senices CdtlerMahagemantCansulling SsrOms Environmental Consulting Services CdherSclenllflc And Technical Canaultwig Services Research And Development In Nanatachnalogy Research And Development In Biotechnology (Except Nanobiotechnology) Research And Development In The Physical, Englneering, And Life sciancss (Except Nsnalechnology And Blotechnabgyr) Research And Development In The social sclsnces And Humanlllea �Cr3.§awDeCVictlu%IA&t F-k-34-5 2024 Copyright, ICF Incorporated, LLC 66 `I / Disaster Recovery Staff Augmentation RFP # NSD24-002 CF Volume I. Technical Proposal March 15, 2024 f.ar GirdD. rw—ra",¢ w FrD 17, 273ar 12.09AW K.FIRK:OEPORATE , Lr_{:. S4181C Adv&rUSl ng k¢ene les 541820 Public Relatlons .age n ilea 541850 Indoor And Outdoor Dlaplay Advert laing 541510 Mark s:ing Reaeareh And Public Opl n Ion Palling 54155C aIIOther Proraeslonal, Sclent Mc, LndT3chnIcal y"ces 50111C -0171ce Adminlatrative Services H1422 T-Blemarketing Bureaus And Other Contact Cant3rs 501520 Conva-ntlon s nd Trade S ho'N Organlzors Si;2510 Remedlatlon Servlc% C1131C College. Unlwraltles, Anil ProfessionaIS ,hools 91143C ProfessI*nal L nil Manapment _ : .. :7ralning C11512 Flight Training 91151$ -Oth3r Tic h n Ical And Trade Schools C1171C Educational Support Services 014W KIcn4 Dlalgals Genies 62211U General Me :=al And Surgical Hcspltale 03114) H u raing v are Fa -II Itles (Shill sd Nursing Fac Illtlee) 712124) H Is.orlcs I SI1ea 925124) . C.UrttanPlanning And Community And Rural D aralopm ant IGT sl.ze UsIrles Annual Revenue {tam all IGTsj �blma) WDrktwlde Annual Re -cuts on accordance with 13CFR 121) Nunrt�EfOr Employees (In aemnlance BYnI113 CFR 121} $1,553,448,04.00 ROOD Uta tl err Annual Recell3ts on acoorderme WM 13CFR 121) Nunbeirar Employees (In accordance with 13 CFR 121: (blank) jlhmnk) InUuatry-spamD Earrels CapaD" Megawatl Hours (blwk) (blank) This errUty did nt enter the Edl Irrrom=Dn Yes,1Ns wRyappears In t1W dVwtermgwse regstry. Borrung Leeels I Dollars hsps.:.sun �u..;em,p�lFJgF2.M7rA:'� r, rem - Acu � Tool A.ssEs (blankM P-C. r s 2024 Copyright, ICF Incorporated, LLC 67 `I / Disaster Recovery Staff Augmentation CF Volume I. Technical Proposal l.ar freeax Du,—D ta—F b!7, Z?Ua1X-WM RFP # NSD24-002 March 15, 2024 K.FPK<ARA?AA7Fl7, U.C. {blank] 1131ank] Shier. CODUIEb Wtmpollm SIMUcal Areas Any (Glank) [dank♦ Faoa SofS 2024 Copyright, ICF Incorporated, LLC 68 C F 0 https://twitter.com/ICF ® linkedin.com/company/icf-international 91 facebook.com/ThislslCF id.com (9 #thisisicf Disaster Management ICF is a global consulting services company, but we are not your typical consultants. We help clients navigate change and better prepare for the future. Our team helps communities prepare for, respond to, and recover from natural disasters. As an established leader, we bring deep on -the -ground experience from nearly every major natural disaster in recent U.S. history. Over the last two decades, we've successfully supported recovery efforts in New Jersey, New York, Georgia, Louisiana, Puerto Rico, Texas, and more, often exceeding project requirements. From over 25 years of partnership with HUD and FEMA to our many state and local partners, we are well-known and trusted for our ability to process hundreds of thousands of applications and assist grantees in awarding over $12 billion to affected property owners over the years. Learn more at icf.com/work/disaster-management. About ICF ICF (NASDAQ:ICFI) is a global consulting services company with approximately 9,000 full-time and part-time employees, but we are not your typical consultants. At ICF, business analysts and policy specialists work together with digital strategists, data scientists and creatives. We combine unmatched industry expertise with cutting -edge engagement capabilities to help organizations solve their most complex challenges. Since 1969, public and private sector clients have worked with ICF to navigate change and shape the future. M&C Review Page 1 of 4 A CITY COUNCIL AGEND Create New From This M&C DATE: 6/25/2024 REFERENCE **M&C 24- LOG NAME: NO.: 0554 CODE: C TYPE: CONSENT PUBLIC HEARING: Official site of the City of Fort Worth, Texas FoRT WORTH 19PROFESSIONAL SERVICES AGREEMENT WITH ICF ace SUBJECT: (ALL) Authorize Execution of a Professional Services Agreement with ICF Incorporated, L.L.C. in an Amount Not to Exceed $982,000.00 for Consultant Services Related to the Implementation of the Community Development Block Grant Disaster Recovery Program for the Neighborhood Services Department RECOMMENDATION: It is recommended that the City Council authorize the execution of a professional services agreement with ICF Incorporated, L.L.C., in an amount not to exceed $982,000.00, for consultant services related to the implementation of the Community Development Block Grant Disaster Recovery Program for the Neighborhood Services Department. DISCUSSION: The purpose of this Mayor and Council Communication (M&C) is to authorize the execution of a professional services agreement with ICF Incorporated, L.L.C. to provide consultant services (to include staff augmentation, general grant coordination and management, and project management services) for the current and anticipated implementation of the Community Development Block Grant Disaster Recovery (CDBG-DR) grants to the City of Fort Worth. On February 14, 2023, City Council approved M&C No. 23-0072 approving the CDBG-DR Action Plan and authorizing the acceptance of grant awards totaling $27,420,000.00 from the United States Department of Housing and Urban Development (HUD) in response to Winter Storm Uri. This storm struck Texas in February 2021 and President Biden declared it a major disaster on February 19, 2021. Grant funds were provided to address the unmet need for impacted residents and property owners. The Neighborhood Services Department (NSD), aiming to optimize current staff resources and streamline implementation processes, solicited applications from proposers with extensive CDBG-DR experience, program management, and grant coordination experience, through a competitive Request for Proposal (RFP) process. On February 19, 2024, NSD issued RFP Number NSD24-002, with a submittal due date of March 15, 2024. In response to the RFP, the City received three proposals from qualified firms. The criteria outlined in the RFP included: Maximum SCORING CRITERIA Possible Points A. COMPLETENESS OF RESPONSE - Pass/Fail Agency provided complete responses to RFP application Pass/Fail questions/requirements (all information provided) B. QUALIFICATION OF FIRM - Max. Points = 10 Organizational background and overall experience 5 Applicant provided municipal references for recent CDBG-DR projects 5 C. QUALIFICATION OF PERSONNEL - Max. Points = 30 http://apps.cfwnet.org/council_packet/mc review.asp?ID=32260&councildate=6/25/2024 7/1/2024 M&C Review Page 2 of 4 Agency staff is able to provide augmentation services needed 5 Applicant provided clear description of project team, including roles, 10 responsibilities, and depth of experience Knowledge/experience in working with CDBG-DR and providing 15 consultation services D. WORK PLAN/PROJECT UNDERSTANDING AND APPROACH - Max. Points = 40 Clear plan to provide proposed services from implementation to 25 completion Agency has capacity to complete proposed project 15 E. COST - Max. Points = 20 Overall proposed fee schedule 20 TOTAL _ 100 POINTS A panel composed of NSD staff members assessed the submissions in alignment with the selection criteria and also contacted references provided by each applicant. The team then scored and identified a recommended consultant based on the following results: I Applicant Name 11 Price 11 Review Team Score ICF Incorporated, L.L.C. 1� $982,000.0011 1001 Hagerty Consulting 1� $1,367,200.0011 831 Tetra Tech 11 $1,671,825.0011 791 ICF Incorporated, L.L.C. (hereinafter "ICF") emerged as the top scorer among the proposals, earning recognition from the panel as the most qualified proposer. City staff therefore recommends awarding the contract to ICF. ICF will assist in the following areas: 1. Program Design - approximately $294,160.00: ICF will help the City develop a comprehensive program design that aligns with the specific needs of our community and adheres to federal guidelines. This will include crafting a detailed plan that outlines how the CDBG-DR funds will be used to address the impacts of the disaster and support long-term recovery efforts. 2. Compliance and Monitoring Plans - approximately $51,200.00: To ensure that the City remains in full compliance with HUD's CDBG-DR requirements, ICF will develop customized monitoring plans. These plans will be based on HUD's CDBG-DR monitoring checklists and the City's final CDBG-DR policies, ensuring all activities are properly tracked and reported. 3. Program Operations - approximately $287,820.00: ICF will facilitate communication with partners and the public to establish a solid foundation for long-term recovery. This will include public outreach, stakeholder engagement, and transparent reporting practices. 4. Ongoing Technical Assistance (TA) and CDBG-DR Program Updates - approximately $240,988.00: ICF will provide continuous technical assistance and keep the City updated on any changes or new requirements in the CDBG-DR program. This ensures the City remains responsive and adaptive to evolving guidelines and best practices. 5. Cross -Cutting Federal Requirements Support - approximately $58,160.00: As new needs are identified through continuous assessment of the City's capacity gaps, ICF will be there to support various cross -cutting federal requirements and provide additional program support. This ensures that all aspects of the program are effectively managed and any issues are promptly addressed. http://apps.cfwnet.org/council_packet/mc review.asp?ID=32260&councildate=6/25/2024 7/1/2024 M&C Review Page 3 of 4 6. Other Support and Consulting Functions - approximately $16,660.00: ICF will provide on - demand TA to support NSD throughout the program life cycle, up to 100 hours, within the provided maximum not -to -exceed (NTE) price. 7. Total Travel - approximately $33,012.00: ICF estimates the Project Manager will spend three months onsite during the launch phase; Project Manager will spend one week of the subsequent three months onsite. Key Leads will travel to Fort Worth for up to two three-day trips. The total cost for ICF's services will not exceed $982,000.00, which reflects the extensive support and expertise they will bring to the City's recovery efforts. By engaging ICF, the City aims to build a robust and compliant CDBG-DR program that maximizes the impact of federal disaster recovery funds and supports our community's long-term resilience and recovery. The consultation initiative is scheduled to commence in June 2024 and conclude by the end of June 2026. Funding for this activity has been allocated within the Administration and Program Delivery categories under the CDBG-DR grant based on funding allocations as follows: ADMINISTRATION: $395,652.00 • Program Design • Compliance and Monitoring Plans • Other Support and Consulting Functions • Travel PROGRAM DELIVERY: $586,348.00 • Program Operations • Ongoing Technical Assistance and CDBG-DR Program Updates • Cross -Cutting Federal Requirements Support Of the total CDBG-DR budget of $27,742,000.00, $7,971,970.00 (29\%) is allocated to Program Delivery across four program areas - Infrastructure, Mitigation, New Housing Construction, and Housing Rehabilitation. The estimated Program Delivery cost of $586,348.00 allocated to this activity will be expensed to each program area, based on the proportionality to the total program areas, as follows: Infrastructure (5\%) - $29,317.00; Mitigation (15\%) - $87,952.00; New Housing Construction (30\%) - $175,905.00; and Housing Rehabilitation (50\%) - $293,174.00. Funding is budgeted in the Grants Operating Federal Fund for the Neighborhood Services Department for the purpose of funding the CDBG-DR (PY21/28) project, as appropriated. This program is available in ALL COUNCIL DISTRICTS. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that funds are available in the current operating budget, as previously appropriated, in the Grants Operating Federal Fund for the CDBG-DR (PY21/28) project to support the approval of the above recommendation and execution of the agreement. Prior to an expenditure being incurred, the Neighborhood Services Department has the responsibility to validate the availability of funds. TO Fund Department Account Project Program Activity Budget Reference # ID ID Year (Chartfield 2) FROM Fund Department Account Project Program Activity Budget Reference # ID ID i Year (Chartfield 2) Amount Amount http://apps.cfwnet.org/council_packet/mc review.asp?ID=32260&councildate=6/25/2024 7/1/2024 M&C Review Page 4 of 4 Submitted for Citv Manager's Office bv: Oriqinatinq Department Head: Additional Information Contact: Fernando Costa (6122) Kacey Bess (8187) Terrance Jones (7563) Sharon Burkley (5785) ATTACHMENTS 19PROFESSIONAL SERVICES AGREEMENT WITH ICF funds availabilitv.Ddf (CFW Internal) B21 MF480004 -Fort Worth Texas CDBG Disaster Recovery Grant Agreement Executed Revised. Ddf (CFW Internal) B22MF480004 Fort Worth Texas CDBG Disaster Grant Agreement Executed Revised.Ddf (CFW Internal) CDBG-DR Budqet Summarv.xlsx (CFW Internal) CFW CDBG-DR Consultant RFP NSD24-002 v.2.Ddf (CFW Internal) FID Table for CDBG-DR ICF contract.xlsx (CFW Internal) Form 1295 Certificate ICF.Ddf (CFW Internal) ICF Fort Worth NSD24-002 Final.Ddf (CFW Internal) MC 23-0072.Ddf (CFW Internal) SAMs search ICF INCORPORATED, L.L.C..Ddf (CFW Internal) http://apps.cfwnet.org/council_packet/mc review.asp?ID=32260&councildate=6/25/2024 7/1/2024