HUD 40040 Technical Assistance Expertise Matrix

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Overview

Expertise
Locations

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Sheet 1: Expertise

TECHNICAL ASSISTANCE EXPERTISE MATRIX

Personnel

CPD Program Requirements

Housing Rehab

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Con Plan/Substantial Amendments

Appraisals & Property Valuation

Implementing/Complying with Affordability Periods

BRAC Rules & Requirements

CDBG Rules & Requirements

CDBG Disaster Recovery Assistance Rules & Requirements

ESG Rules & Requirements

HOME Rules & Requirements

HOPWA Rules & Requirements

HPRP Rules & Requirements

S+C Rules & Requirements

SHP Rules & Requirements

SRO Rules & Requirements

Title V Rules & Requirements

Housing Quality Standards

Determine Financial Mechansims

Historic Preservation

Inspections

Personnel

Program Design

Planning

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Designing/Implementing Economic Development Programs

Designing/Implementing Homebuyer Programs

Designing/Implementing Rehab Programs

Designing/Implementing Rental Programs

Designing/Implementing Programs for Special Populations

Designing Prevention Programs

Designing Rapid Re-housing Programs

CoC Structure and Planning

Land Banks

Acquisition/disposition of REO Properties

Neighborhood Revitalization

Linkages with Mainstream Programs

Assessing Local Markets

Draft Business Plan

Collect Detailed Neighborhood Data

Determine Prime Developer and Partners

Collect Data on Resources

Comprehensive or Functional Areawide Plans

Personnel

Program Administration

Economic Development

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Staffing/Organizational Structures

Program Monitoring/Compliance

Timeliness/Program Efficiency

Oversight & Mentoring of Subrecipients/ Subgrantees

Recordkeeping

Managing rapid capacity surges for new program launches

Nonprofit Capacity Building

Asset and Property Management

Evaluating Performance

Volunteer Management

Housing Inspections

Underwriting

Public benefits Test

Determine eligible Activities/National Objective

Spending Caps (e.g. Planning, Program Admin, Public Services)

Assessments

Prepare Work Write-up Estimates

Personnel

Skill Areas

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Adult Learning Techniques

Coaching / Mentoring

Collaboration -- Federal Government

Collaboration -- Local

Conflict Management

Conflict Resolution/Negotiation

Data Analysis

Developing Web-Based Tools

Effective Communication

Fluency in Spanish (written & oral)

Fluency in Vietnamese (written & oral)

Group Facilitation

Leadership Development

Needs Assessments

Program Evaluation

Research

Strategic Planning

Team Building

Working With High Risk Grantees

Working with Under Served Populations

Personnel

Other Federal Requirements

Project Financing

Financial Mgmt

Infrastructure

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Davis Bacon/Labor Standards

Environmental Review

Fair Housing and Equal Opportunity (including Section 504)

Lead Based Paint

Section 3

Relocation/Acquisition

Multi-Family Underwriting

Single-Family Underwriting

Combining Mixed Financing Sources

Structuring Financial Assistance Models

Accounting Principles/Indirect Costs

Uniform Administrative Requirements (A-87, A-133, Part 85)

Funds Distribution/Subgrantee Selection/Procurement

Cost benefit Analysis

Capital Cost

Special Assessments

Personnel

Publ Srvs

Construction

HUD Reporting

CPD Data Sys

Web Technology

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Spending Caps

Assessing Needed Svcs.

Green and Sustainable Building

Energy Efficiency/Energy Star

Construction Management/Inspections

CAPER/CPMP Tool

CoC APR

HOPWA APR

HPRP QPR/APR

DRGR

e-snaps

IDIS

Website/portal development

Website Management

Help desk - hosting

Help desk - staffing

Personnel

HMIS Planning & Implementation

LAST NAME, FIRST INITIAL

IN HOUSE STAFF

SUBCONTRACTOR STAFF

CONSULTANT

HOME Certified

Data Collection, Quality & Analysis

Structure & Governance

Reporting

Data Warehousing

Using HDX

Software Selection Process

Provider Participation

Metro / regional / state-wide collaborations

Privacy & Confidentiality

Security & data Protection

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Sheet 2: Locations

KEY PERSONNEL LOCATION
Key personnel is defined as in house staff for the applicant, co-applicants (collaborative applications), subcontractors and consultants who will be conducting needs assessments, providing direct TA, developing TA products, and/or delivering group learning sessions as well as the in house staff for the applicant that have decision-making authority related to the financial or task management, reporting, or overall coordination of the award. For subcontractors and consultants, only include key personnel when an agreement or subcontract is in place at the time of application submission. Select each person's role from the dropdown list. For key personnel listed, indicate whether each person is a past or current practioner by selecting the appropriate responses from the dropdown lists. For those who are practitioners, indicate the # of CPD programs for which the person has actual experience for CDBG, CHDO, CoC, DRGR, ESG, HOME, HOPWA, HPRP. Practioner is defined as an individual with actual experience implementing, operating and/or managing funds awarded through CDBG, CoC, DRGR, ESG, HOME (including CHDO), HOPWA and/or HPRP.
LAST NAME	FIRST NAME	SELECT ROLE	CURRENT PRACTITIONER	PAST PRACTITIONER	# OF CPD PROG	CITY	STATE	ZIP+4