Request for Proposals
Assertive Community Treatment Team
Request for Proposal
Assertive Community Treatment Team
CONTENTS
1.0.
REQUEST FOR PROPOSAL.................................................................................................................. 2
2.0.
RFP SUBMISSION............................................................................................................................... 3
2.1.
Document Checklist ...................................................................................................................... 3
2.2.
Submission Deadlines ................................................................................................................... 3
2.3.
Submission Details ........................................................................................................................ 4
2.4.
Inquiries ........................................................................................................................................ 4
3.0.
GENERAL TERMS ............................................................................................................................... 5
3.1.
Terms and Conditions ................................................................................................................... 5
3.2.
Confidentiality and Security .......................................................................................................... 6
3.3.
Service Provider Information and Requirements.......................................................................... 7
3.4.
General.......................................................................................................................................... 8
4.0.
THE ASSERTIVE COMMUNITY TREATMENT PROJECT ..................................................................... 11
4.1.
Background ................................................................................................................................. 11
4.2.
Program Model ........................................................................................................................... 11
5.0.
PROPOSAL REQUIREMENTS ............................................................................................................ 16
5.1.
Contents ...................................................................................................................................... 16
5.2.
Budget ......................................................................................................................................... 16
5.3.
Proposal Evaluation .................................................................................................................... 18
5.4.
Required Documentation............................................................................................................ 18
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Request for Proposal
Assertive Community Treatment Team
1.0. REQUEST FOR PROPOSAL
Homeward Trust Edmonton (HTE) is inviting qualified applicants to submit a proposal to deliver the
following program:
Assertive Community Treatment (ACT) Team
This Request for Proposals (RFP) is intended to identify a vendor to provide Assertive Community
Treatment (ACT) services that will house and support high-acuity homeless persons in Edmonton. The
proponent must provide multi-disciplinary professional services that include housing outreach,
community-based psychiatric treatment, and rehabilitation. Vendors are invited to propose a staffing
and service model, as well as a budget to address the requirements outlined in this RFP.
Included in this package are the following Documents:
1.
2.
3.
4.
RFP
Application Form
Signature Page
Budget Template
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2.0. RFP SUBMISSION
2.1. Document Checklist
This section defines the proposal preparation and submission procedures which are to be followed by all
Service Providers. Service Providers are cautioned to carefully read and follow the procedures required
by this RFP, as any deviation from these requirements may be cause for rejection.
Those interested in providing a submission for consideration are asked to provide a proposal in
electronic format to Homeward Trust Edmonton at proposals@homewardtrust.ca by March 27, 2015.
In addition a proposal (see Section 5 for requirements), the submission must include the following
documents:
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A Cover letter summarizing the proponent’s suitability to deliver the service model.
A complete RFP Application Form.
An electronically signed or scanned signature page
A completed budget template
Corporate Certificate of Insurance
Proof of non-profit status, if applicable (registration as a Not For Profit Society in the Province
of Alberta and/or Canada Revenue Agency as a Charitable Organization).
Certificate of Incorporation, if applicable.
Audited financial statements for the two most recent fiscal years, including any management
letters and responses to the same (if applicable).
2.2. Submission Deadlines
Homeward Trust Edmonton reserves the right to change the RFP schedule as needed.
Deadline for Questions
March 12, 2015
HTE Responses to Questions (posted on website, if
submitted prior to above deadline)
March 16, 2015
Deadline for Proposal Submissions
12:00 PM (Mountain Time) on March 27, 2015
Notification of Awards Issued
April 25, 2015
Project Start Date
May 1, 2015
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2.3. Submission Details
Proposals should be submitted in electronic format to HTE, to the attention of:
Susan McGee, Chief Executive Officer
Homeward Trust Edmonton
6th Floor, 10242 105 Street
Edmonton AB T5J 3L5
Email: proposals@homewardtrust.ca
All proposals received by HTE shall be opened by a representative of HTE. Please note that late
proposals will not be accepted.
2.4. Inquiries
All questions shall be submitted in writing by email to Renee Iverson at Homeward Trust Edmonton prior
to March 12th. Both questions and answers will be posted on the Homeward Trust Website and be
viewable by all proponents.
Renee Iverson
Manager, Housing First
E-mail: riverson@homewardtrust.ca
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3.0. GENERAL TERMS
3.1. Terms and Conditions
3.1.1. Inquiries
All inquiries to this Request for Proposal are to be directed, in writing to the contact listed
in Section 2.4, by March 12, 2015. Information obtained from any other source is not
official and may be inaccurate. Inquiries and responses will be recorded and will be
posted on HTE website by March 16, 2015.
3.1.2. Notification of Changes
Any changes to the RFP will be posted on the Homeward Trust Website
(www.homewardtrust.ca) by March 12, 2015. It is the responsibility of the Service
Provider to check the HTE website to check for any posted changes or responses.
3.1.3. Changes to Proposal Wording
The Service Provider shall not change the wording of the proposal after submission and no
words or comments shall be added to the general conditions or detailed specifications
unless requested by Homeward Trust Edmonton for purposes of clarification.
3.1.4. Ownership of Proposals
All documents submitted to Homeward Trust Edmonton become the property of
Homeward Trust Edmonton.
3.1.5.
Service Providers’ Expenses
Prospective Service Providers are solely responsible for their own expenses in preparing a
proposal and subsequent negotiations with Homeward Trust Edmonton, if any.
3.1.6. Acceptance of Proposals
This RFP should not be construed as a contract to purchase goods or services. Homeward
Trust Edmonton is not bound to accept the lowest price or any proposal of those
submitted. Proposals will be assessed in light of the evaluation criteria described herein.
Neither acceptance of a proposal or execution of an agreement shall constitute approval
of any activity or development contemplated in any proposal that requires any approval,
permit or license pursuant to any federal, provincial, regional district or municipal state,
regulation or by-law.
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3.1.7. Clarification
Homeward Trust Edmonton reserves the right to seek proposal clarification with the
Service Providers to assist in making evaluations.
3.1.8. Definition of Contract
Notice in writing to a Service Provider of the acceptance of its proposal by Homeward
Trust Edmonton and the subsequent full execution of a written agreement shall constitute
a contract for the services, and no Service Provider shall acquire any legal or equitable
rights or privileges whatever relative to the services until the occurrence of both such
events.
3.1.9. Acceptance of Terms
All the terms and conditions of this RFP are assumed to be accepted by the Service
Provider and incorporated in its proposal.
3.1.10. Compliance with Laws
The Service Provider shall comply with all the laws applicable to the work or the
performance of the contract. The law applicable to the proposal shall be the law in effect
in the Province of Alberta.
3.1.11. Right Homeward Trust Edmonton reserves the right to:
a) Revise the RFP and / or to issue amendments to the RFP;
b) Reject, cancel, or reissue the RFP in whole or in part, if it is deemed in Homeward
Trust Edmonton’s best interests, with no penalty, prior to the execution of an
Agreement.
3.2. Confidentiality and Security
3.2.1. Authority
All proposals shall be signed by a legally authorized employee or Board member.
The Form of proposal provided in the proposal documents is to be executed as a specialty
instrument and once the proposals have been officially opened, the proposal shall be
irrevocable until it is considered and awarded by Homeward Trust Edmonton.
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3.2.2. Use of Documentation
This document or any additional information may not be used for any purpose other than
the submission of proposals.
3.2.3. Confidentiality
Information pertaining to Homeward Trust Edmonton obtained by the Service Provider as
a result of participation in this project is confidential and must not be disclosed without
written authorization from Homeward Trust Edmonton.
3.2.4. Freedom of Information and Protection of Privacy Act
All documents submitted to Homeward Trust Edmonton are subject to the protection and
disclosure provisions of the Freedom of Information and Protection of Privacy Act. While
this Act allows persons a right of access to records in Homeward Trust Edmonton’s
custody or control, it also prohibits Homeward Trust Edmonton from disclosing your
personal or business information where disclosure would be harmful to your business
interests or would be an unreasonable invasion of your personal privacy as defined in
sections 15 and16 of the Act. Applicants are encouraged to identify what portions of their
submissions are confidential and what harm could reasonably be expected from its
disclosure.
The purpose for collecting the personal information required to be provided in their bid
request is to enable Homeward Trust Edmonton to ensure the accuracy and reliability of
the proposal, and to enable Homeward Trust Edmonton to evaluate your response to this
bid request and for other related program purposes of Homeward Trust Edmonton. You
may contact Homeward Trust Edmonton at 6th Floor, 10242 105 Street, Edmonton, Alberta
(780) 496-2630 if you have any questions about the collection of information pursuant to
this bid request.
3.3. Service Provider Information and Requirements
3.3.1. Service Provider Representation
Each Service Provider, by submitting a proposal in response to this RFP, represents that
the Service Provider has read and understands the proposal documents, and has
familiarized itself with all federal, provincial, and local laws, ordinances, rules and
regulations that in any manner may affect the cost, progress, or the performance of the
work.
The failure or omission of any Service Provider to receive or examine any form,
instrument, addendum, or other documents, or to acquaint itself with conditions, existing
at the site, shall in no way relieve any Service Provider from any obligations with respect
to its proposal or to the resulting contract.
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3.3.2. Modification of Proposals
A proposal may be modified or withdrawn by the Service Provider any time prior to the
submission deadline. The Service Provider shall notify Homeward Trust Edmonton in
writing of its intensions.
If a change in the proposal is requested, the modification must be so worded by the
Service Provider as to not reveal the original cost of the proposal.
Modified and withdrawn proposals may be resubmitted Homeward Trust Edmonton prior
to the submission deadline.
No proposal can be withdrawn after the submission deadline, and for ninety (90) days
thereafter.
3.4. General
The following terms will be enforced if the Service Provider is successful in securing an agreement under
the RFP. Service Providers submitting a proposal agree to the following terms as a condition of their
submission:
3.4.1. Occupational Health & Safety
The Service Provider shall comply with the provisions of the Occupational Health and
Safety Act, Statues of Alberta, 2000, Chapter 0-2, and amendments there to and
regulations there under, and shall at all times ensure that all equipment and manpower at
the work site shall comply with the requirements of the said Act and regulations there
under. This includes Work Place Violence and Working Alone Policies.
3.4.2.
Workers’ Compensation Board
The Service Provider shall provide evidence to Homeward Trust Edmonton that an
account has been opened with the Workers’ Compensation board and that all fees are
paid in compliance with the Board; and that the coverage is maintained for the duration of
an agreement for any persons working for or employed by the Service Provider on an
agreement; or evidence of exception from WCB. No person under the age of eighteen
(18) shall be employed under the terms of an agreement.
3.4.3. Insurance
The Service Provider shall provide the following insurance, to be placed with a company
and in a form as may be acceptable to Homeward Trust Edmonton. The insurance shall
remain in force until the date of the project completion, unless otherwise stipulated, and
shall provide for thirty (30) days prior notice of cancellation, lapse or material change.
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Comprehensive Insurance
Comprehensive General Liability Insurance protecting the Province, Homeward Trust
Edmonton, the Service Provider and their respective servants, agents or employees
against damages arising from personal injury (including death) and claims for property
damage which may arise out of the operations of the Service Provider, its subcontractors,
and their respective servants or employees under an agreement.
This insurance shall be for the amount of not less than Five Million dollars ($5,000,000.00)
inclusive per occurrence and shall include a standard form of cross liability clause.
Complete operations coverage shall be maintained for at least Twenty-Four (24) months
after the date of the project completion.
The Service Provider shall maintain automobile liability insurance on all vehicles owned,
operated or licensed in its name in an amount not less than one million dollars
($1,000,000.00). This applies to all personal vehicles driven by staff for employment.
3.4.4. Licensing
The Service Provider is responsible to ensure that all the licenses that are required by any
and all regulatory bodies are applied for, approved and maintained in compliance with
the appropriate legislation.
3.4.5. No Subcontract
The selected Service Provider(s) will provide all services and will not subcontract or
otherwise assign any of the work awarded through the Agreement without formal, written
consent from Homeward Trust Edmonton.
3.4.6. Funding Duration
The contract duration will begin on May 1, 2015 and end on April 31, 2016 with the
possibility of renewal at the discretion of Homeward Trust Edmonton.
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3.4.7. Discrimination Practices in Hiring
Discrimination in practice makes distinctions between individuals or groups as to
disadvantage some people and advantage others on the basis of attributes which
separate one group from another. In accordance with the Alberta Human Rights Act
(2000) “No employer shall refuse to employ or refuse to continue to employ any person
or, discriminate against any person with regard to employment or any term or condition
of employment because of the race, religious beliefs, colour, gender, physical disability,
mental disability, ancestry, place of origin, marital status, source of income, family status,
or sexual orientation” (Alberta Human Rights Act: RSA 2000 cH-14 s7;2009 c 26 s6).
Agencies contracted to deliver Housing First Services will not engage in discrimination of
clients and will not prevent individual from attaining employment with a Homeward
Trust funded housing team.
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4.0. THE ASSERTIVE COMMUNITY TREATMENT PROJECT
4.1. Background
Homeward Trust Edmonton works on behalf of community and in partnership with government and
agencies to end homelessness in Edmonton. This work is guided by A Place to Call Home: Edmonton’s
10-Year Plan to End Homelessness, as well as the province-wide framework A Plan for Alberta: Ending
Homelessness in 10 Years. At the heart of our efforts to end homelessness in our community is the
Housing First philosophy.
“Housing First” as a philosophy is the approach for all of HTE’s efforts to end homelessness in Edmonton:
a) As a philosophy, housing first focuses on any attempt to help people who have experienced
homelessness to access housing without preconditions, and then supporting individuals to
remain housed and address other life issues.
b) The long-range goal is to move clients toward the highest level of self-reliance possible, and
housing retention is a cornerstone of that goal.
c) Based on this philosophy, Housing First programming includes a recovery orientation, a harm
reduction approach to services, and a client-driven approach to ensuring rehabilitative
services are successful.
Assertive Community Treatment (ACT) is one of several supports available to help homeless clients
sustain housing and address underlying causes of homelessness. Those individuals served by an ACT
team face substantial barriers to housing, including in particular a history of chronic and persistent
mental health issues.
4.2. Program Model
The contracted proponent will provide ACT services as described below. The proponent must deliver
these services either directly through new funded positions, or through funded caseload capacity among
existing professional or clinical staff. ACT team members must be able to apply the tools, education and
rehabilitative services to keep clients housed successfully.
Target Population
Clients to be served must be living in Edmonton and experiencing homelessness. The ACT team will
serve a priority population with a primary diagnosis of serious and persistent mental illness, which can
include schizophrenia as well as other psychotic disorders, bipolar disorder, or other significant
functional impairments. Clients may also have brain injury; however, brain injury will not be the
primary diagnosis. Other client characteristics may include substance abuse disorders or Axis II
disorders (again, these will not be the primary diagnosis). The client’s primary diagnosis will present a
barrier for which ACT services would be required to keep that individual living independently. In
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addition, appropriate clients are likely to have a history of incarcerations or frequent contact with the
legal system and/or a history of psychiatric hospitalizations.
According to Edmonton’s most recent Homeless Count, approximately 47% of the homeless population
in the city identifies as Aboriginal, including First Nations, Métis, and Inuit peoples. A rehabilitative
program that serves the homeless community must at a minimum reflect that proportion. The ACT team
would be required to ensure that half of clients served identify as Aboriginal.
Core Team
ACT is a clinical intervention. The team’s ability to monitor and respond quickly and efficiently to the
client’s psychiatric needs is core to the program. This ability provides immediate support to the client in
crisis as well as assistance to a client just starting to effectively manage symptoms of mental illness.
 The team will have a psychiatrist as an active member of the team.
 At least 1.0 FTE Registered Nurse positions per 35 clients (scaled to team size and caseload).
 All mental health services will be provided through the team. The successful proponent will
make a commitment to ensure these services are provided directly by the team, or through
transfer to a more appropriate mental health care provider.
Specialist Team
Successful ACT teams have skills which support a model of rehabilitation. These skills are often specific
to substance abuse and co-occurring disorder, peer support, and being able to support clients
vocationally.
Core Practices
ACT core practices provide the backbone for the entire program. These are the elements which
separate ACT from case management and define it as a clinical model.
 Crisis services available to clients 24 hours, 7 days a week.
 Psychiatric services.
 Psychiatric rehabilitative services .
Operations and Structure
ACT is an intervention. In order for that intervention to be successful, ACT requires intensive client
support and strong communication within the team. The team must also have a clear definition of the
client group they will serve, and communicate that definition to referral sources, the client’s natural
support system, and other stakeholders. ACT operations include:
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Client to worker ratio no higher than 10:1 for direct service staff.
ACT team members will meet with each client on a regular basis.
Team availability to clients 24 hours a day, 7 days a week.
95% of client caseload will be retained over a 12-month period.
Openings on caseload are filled when openings come available.
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In some cases the client will be transferred gradually to services that will be more appropriate.
The ACT team will be an interactive part of monitoring this process to ensure continuity of care.
The team may be involved in psychiatric hospitalization of clients.
Daily team meeting to discuss client caseload, worker schedule, current crises, clinical review, or
other issues which may impact the team
The Team will have an administrative position specifically dedicated to office-based program
support.
Evidence Based Practices
Evidence Based Practices are those tools which have been proven through research to be effective. In
order to give a client the best chance at success it is critical teams utilize these tools. The team will be
educated in and assume full responsibility for the following:
 Treatment of concurrent disorders including screening, assessment, and interventions.
 Vocational services including engagement, assessment, job development, and job placement.
 Wellness management and recovery services such as (WRAP) or Illness Management and
Recovery (IMR).
 Use of motivational interviewing and cognitive behavioral principals in interactions with clients.
 Treatment model that is stage wise, non-confrontational, and client centered.
 Supportive employment to clients expressing interest in being employed.
 Engagement with the client’s natural supports to provide psychoeducation.
 Empirically supported psychotherapy.
 Access to affordable and safe housing based on choice.
Person Centered Planning
The catalyst to a client reaching a goal is investment. Investment is fostered through client selfdetermination which comes when it is the client who creates a goal, not the worker. The client is more
likely to reach that goal because they are truly invested in the outcome.
 Treatment plans will be based on client strengths and resources (as opposed to deficits).
 Client centered treatment approach will be dictated by client’s goals and preferences.
 Interventions will target all relative life domains.
 Interventions will be based in self-determination and will be meant to facilitate greater
independence for the client.
Housing First Service Orientation
The ACT services described in this RFP will be delivered under a “Housing First” philosophy. Clients
served under the Housing First model are given the tools, resources, and the services to attain
sustainable housing.
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As a part of the Housing First network of services in Edmonton, the ACT team will have access to
resources, including but not limited to:
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Furniture, funding, and start-up supplies as necessary to house and to re-house clients;
Sharing of information and practice among teams working to end homelessness; and
Training on the components of Housing First, including harm reduction, and client-centered case
management.
In adhering with the Housing First philosophy, the proponent must commit to the following in the
delivery of services described above:
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A core tenet of Housing First is that individuals should first be housed in order to work
effectively to address the causes of their homelessness. This means that no programming,
eligibility criteria or assessments are used as prerequisites for access to housing.
Ensuring all clients have the opportunity to make an informed choice to commit to participation
in programming and supports. Services are voluntary.
Providing client-centered service delivery, based in a harm reduction philosophy that reduces
the negative consequences of drinking and drug use as well as other potentially high-risk
behaviors – but does not withhold or deny services because of them.
Primarily delivering and brokering services in the homes and communities of clients, as opposed
to expecting participants to come to the service provider’s location.
Services which are strength-based to support greater independence, recovery, and long-term
self-sufficiency.
Working with HTE to re-house any clients who lose their housing, and to continue or augment
support services should that occur.
Services must be recovery-oriented and must always assume the client has the ability to
recover.
The ACT team will ensure all clients have the opportunity to be educated on their rights and
responsibilities as a tenant as per the Residential Tenancy Act (2004), current as of February 1,
2012.
Culturally Informed Supports
The successful proponent must ensure ACT services are not just culturally competent, but that services
reflect the community that they serve. In this effort, the team must employ at least 1 staff member with
lived experience as well as someone of Aboriginal decent. This may be one or two positions. This
position(s) will be able to speak to issues of cultural competency as well as assisting the team in
integrating cultural programing. In addition, this position(s) may educate clients and team members.
The chosen proponent will also ensure staff are aware of and understand cultural issues related to
individuals who identify as LGBTQ, as well as other marginalized groups represented within the client
caseload. In turn, staff will be able to deliver services appropriate to the client caseload and will be able
to connect clients with culturally appropriate services and resources.
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Discrimination in Service Provision
Agencies contracted to deliver Housing First Services will not engage in discrimination (see definition in
Discrimination Practices in Hiring section 3.5.7) of individuals and families and will not prevent
individuals and families from attaining services from a Housing First program based on discrimination
(Alberta Human Rights Act: RSA 2000, cH-14 s4; 2009 c26 s4).
Tool for Measurement of ACT Services
The chosen proponent will be evaluated yearly using the self-assessment Tool for Measurement of ACT
(TMACT).1 This tool measures the fidelity of an ACT team based on 6 separate subscales. The subscales
look at the team activities and components which are most likely to provide a venue for a client’s
success.
1
Monroe-DeVita, M., Moser, L.L. & Teague, G.B. (2013). The tool for measurement of ACT(TMACT). In M. P. McGovern, G. J.
McHugo, R. E. Drake, G. R. Bond, & M. R. Merrens. (Eds.), Implementing evidence-based practices in behavioral health. Center
City, MN: Hazelden.
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5.0. PROPOSAL REQUIREMENTS
Proposals submitted should be no more than seven (7) pages in length, exclusive of the Application
Form, Declaration Form, budget template, and supplementary documentation described in Section 5.4,
below.
5.1. Contents
Proposals should include specific sections that address each of the key components identified in the list
below. the proponent should demonstrate the following through the proposal:
 Service Model: Describe a clinical and support services and staffing model that is able to provide
core services within the team, 24/7 crisis support, and specialized services as described above.
This description should also include the proposed approach to securing sustainable housing. The
service model should outline how the proponent will provide supports for co-occurring
disorders, as well as for transitioning to work, volunteering, or education. Finally, there must be
a representation within the staffing model of both individuals with lived experience as well as
the Aboriginal community.
 Organizational Credentials and Capacity: Proponents should describe existing programming and
resources, as well as operational expertise and capacity to facilitate successful outcomes for
clients. Experience and expertise working with the target population(s) would be considered an
asset. In addition, the proponent should describe additional resources, partnerships or capacity
that would enhance services and supports available to clients. The proposal should also outline
experience with evidence-based tools for client care and rehabilitation (as described above).
 Alignment with Program Philosophy and Practice: Organizational and program alignment with
the philosophy and practice under a Housing First model. A comprehensive submission will also
illustrate the proponent’s experience with and/or approach to the following:
o Harm reduction;
o Client-centred care; and
o Working with landlords.
 Inclusive Services: Experience, capacity, connections, and/or history related to delivery of
inclusive and culturally-appropriate services. In particular, Service Providers should describe
their ability to ensure services provided to Aboriginal people are relevant, respectful and
effective in helping to secure and sustain housing. Demonstrating the ability to work with
marginalized populations (e.g., chronically homeless, LGBTQ, street-involved, etc.) is important.
 Budget: A clear and complete projection of total costs must be required, as well as costs within
each of the categories provided in the attached budget template. Additional detail on
completing the budget is included below.
5.2. Budget
Service Providers are invited to propose a comprehensive budget, inclusive of all personnel,
administration, taxes, client costs, and program start-up costs to deliver the services described.
Proposed budgets should not exceed $1,000,000 for the one-year funding term described in this RFP.
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In addition, proposals may identify how the successful proponent could utilize additional funding to
enhanced supports provided through the ACT team.
HTE will consider cost as one of several criteria for evaluating proposals and selecting a vendor.
For the purposes of comparison, a budget template is included with this RFP, and proposals must
include a completed budget using this template. In completing the template, please note that
proponents are only required to enter costs for staffing and one-time program start-up, as well as to
enter a number of direct service staff. This latter number will allow the budget template to calculate
team caseload, as well as client start-up costs (housing) and direct client costs. Administration and
benefits will calculate automatically. Taxes, if applicable, must be entered and calculated by the
proponent.
For clarification, the following descriptions are provided of the categories within the budget:
Project Costs
 These are staffing and clinical costs to deliver services.
 Cost of staff benefits is calculated at 16%. This is standard practice for HTE as a funder.
Staff Operating Costs
These costs include:
 Technology
 Phones
 Mileage
 Parking
 Professional Development
Client Start-up Costs
These are costs associated with getting an individual set up in housing. For budget purposes, these costs
are standardized for HTE ACT programs, and calculated based on the number of new clients expected.
These costs include the following:
 Rents & Security Deposits
 Utility Costs
 Household Items
 Apartment Insurance
 Bus Tickets
 Food Purchases
 Client Identification
 Start Up Re-Housing Costs
Direct Client Costs
 These are costs associated with meeting with clients in community.
 These costs are calculated based on the number of clients expected to be served, using cost
modifiers consistent across HTE ACT programs.
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
This category includes meeting activities and meals, client costs after 90 days in the program, as
well as a small allowance for transitional housing in emergencies.
Administration
 Administrative costs are not to exceed 15% of total project budget
 Administration is paid on Personnel Costs, Client Start-up Costs, and Direct Client Costs.
 Office space for staff is eligible as an administrative cost
Program Start-up Costs
 One-time program start-up costs should be included. If required, these costs can be described
in greater detail in the body of the proposal.
Additional Costs
 All applicable fees and taxes should be included in the budget.
5.3. Proposal Evaluation
Homeward Trust administration will review submissions to the RFP to ensure completion and determine
whether the submission meets RFP requirements. Next, the administration will score each proposal by
assigning a score to each of the content areas outlined in 5.1, above. Both proposals and scoring will be
submitted for review by HTE’s Project Review Committee (PRC) and Aboriginal Advisory Council (AAC).
The PRC and AAC will provide advice for review and decision by the HTE Board of Directors in April of
2015.
Homeward Trust is a community-based organization and therefore all submissions are subject to this
review process. Scoring of proposals is used to inform the PRC, AAC, and Board of Directors, but does
not bind these groups in making recommendations or decisions.
5.4. Required Documentation
Submissions must include the following:
1.
2.
3.
4.
5.
6.
7.
8.
9.
A Cover letter summarizing the proponent’s suitability to deliver the service model.
A proposal that addresses the requirements defined in Section 5 of this RFP.
A complete RFP Application Form.
An electronically signed or scanned signature page.
A completed budget template.
Corporate Certificate of Insurance.
Proof of non-profit status, if applicable (registration as a Not For Profit Society in the Province
of Alberta and/or Canada Revenue Agency as a Charitable Organization).
Certificate of Incorporation, if applicable.
Audited financial statements for the two most recent fiscal years, including any management
letters and responses to the same (if applicable).
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