11/19/2008
Notice of 2008 Request for Application to serve as a fiduciary organization for the 2009 program year of Oregon's Individual Development Account Initiative
Application & Renewal Instructions
The Oregon Housing and Community Services Department (or "department") invites qualified organizations to become a fiduciary organization or renew their status in the Oregon Individual Development Account (IDA) Initiative through this Fall 2008 selection process.
Application Purpose: This Request for Application (RFA) will solicit non-profit organizations and federally recognized Indian tribes or bands in Oregon to become a fiduciary organization or renew their status as a fiduciary organization at this time pursuant to ORS 458:670-700 and OAR 813-300, and to utilize Oregon IDA tax credit resources to administer their IDA programs. To qualify, an applicant must meet minimum statutory requirements and demonstrate capacity to fulfill all required roles and responsibilities of a fiduciary organization. The department will review and assess the capacity and experience of applicants. The department will also make available resources from Oregon's IDA tax credit revenues to selected organizations for matching account holders' savings and program administration.
This RFA will assist the department in allocating funds to support the expanded scope of the Oregon IDA Initiative to include youth ages 12 and older, to reach all geographic areas of the state and to provide IDAs to underserved populations in Oregon.
Submittal Deadline & Location: Complete applications for the 2009 selection process must be received no later than 4:30pm Pacific Standard Time, on Monday, January 5, 2009. Deliver or mail applications to: Neighborhood Partnership Fund, Attn: Cynthia Winter, 1020 SW Taylor #680, Portland OR 97205. Facsimile, emailed or postmarked copies will not be accepted.
Required Copies: An unstapled original and five copies plus two copies of all supplemental documents required for the Appendix shall constitute a complete application submittal.
Please Note: Applications must be complete to be considered, and will not be accepted out of cycle.
Application Format: Excepting the Appendix, the application must be type-written, using a standard type font (size 11pts. or larger). Do not exceed the page limits indicated for each section. Please do not staple the pages. Length/size of the Appendix will vary by applicant. All requested information and materials must be provided for an application to be considered eligible, however additional detailed information may be requested to assist with the evaluation process.
Application Materials:
2009 Request for Application(Revised)
Coversheet (pdf)
Coversheet (Word document)
Primary Program Outcomes
2009 IDA Workplan
Budget Summary
Other IDA Support
Application Process Timeline:
November 3, 2008 Request for Application (RFA) Issued
December 31, 2008 Final Day of 2008 IDA Tax Credit Marketing
January 5, 2009 Applications Received at NPF no later than 4:30 PM
January 15, 2009 FO Quarterly Reports Due
By January 31, 2009 Applications Reviewed
February 5, 2009 Applicants Notified, Public Notice of Awards
Mid February 2009 Funds Released for 2009 Program Funding
Modification or Withdrawal of Application: Prior to the deadline date and time designated for receipt of applications, any submittal may be modified or withdrawn by notice to the party receiving
submittals at the place designated for receipt of submittals. Such notice shall be in writing over the
signature of the individual(s) having legal authority to bind the organization, and shall be delivered on or before the date and time set for receipt of submittals. At the sole discretion of and within
timeframes specified by the department, modifications of an application may be requested to remedy minor deficiencies and assure that the applicant's program meets all legal requirements.
Disclosure of Application Contents: Following the applicant selection process, a summary of
qualifications for all selected fiduciary organizations will be made available. Except for a summary of
budget details, all financial information in the submittal will be held in confidence and will not be
revealed or discussed with competitors except as provided in ORS 192.410-192.505. If a submittal
contains any information that the applicant organization does not wish disclosed to the public or used by the Government for any purpose other than evaluation of the offer, each such sheet of such
information must be marked with the following legend:
Subject to ORS 192.410-192.505 this information shall not be disclosed outside the State or be duplicated, used, or disclosed in whole or in part for any purpose other than to evaluate the submittal; provided, that if an award is made to this applicant, or as a result of, or in connection with the submission of such information, the State shall have the right to duplicate, use, or disclose this information to the extent provided in its agreement with the department. This restriction does not limit the State's right to use information contained herein if obtained from another source.
References & Past Performance: The department reserves the right to research and inquire to
references and others regarding past performance of the applicant. The department may postpone
selection of a fiduciary organization in order to complete its research and inquiry.
Questions and Clarifications: Any questions regarding the intent of work or technical aspects of the work must be submitted in writing to Cynthia Winter (mail, fax or email are acceptable). All questions must be received no later than seven (7) calendar days prior to the application submittal due date. When appropriate, revisions, substitutions, or clarifications shall be issued as official addenda to this Request for Application (RFA). Changes or modifications to this RFA shall be binding on the department only if in the form of written addenda issued by the department.
All inquiries relating to this application process must be directed to:
Cynthia Winter, Program Director
Neighborhood Partnership Fund
1020 SW Taylor, Suite 680, Portland OR 97205
PH: (503) 226-3001 x 101
FAX: (503) 226-3027
E-Mail: cwinter@tnpf.org