Treasury RFI: CDFI NMTC Native Initiative Research and Analysis

Notice ID: RFI-20340621N00001

“Under this contract, the Contractor shall perform preliminary research and analysis and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program. The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide. The Contractor shall use the developed curriculum and materials to conduct technical workshops…”


  1. Market Research Report
  2. Summary Analysis of NMTC Investment Data, Case Study Selection & Survey of NMTC Investment Participants
    1. Summary Analysis of NMTC Investment Data (QLICI Data)
    2. Case Study Selection
    3. Survey Design: The Contractor shall design survey instruments using the 9 case studies approved by the CDFI Fund. The survey instrument design must enable the Contractor to administer the survey using an electronic format and/or using a live interview format. The Contractor shall develop a distinct survey instrument for each party in the NMTC investment. For example, the Contractor shall develop a set of survey questions for the Native QALICB Sponsors that are distinct from the survey questions for the Allocatee, the leverage debt provider, and the tax credit investor. The survey instruments may also be informed by the Market Research Report findings. The CDFI Fund will coordinate with the Contractor on efforts to obtain additional information or documents from the Allocatee/CDE (e.g. NMTC financial projections) needed for the survey instrument. The CDFI Fund will review and approve the survey instrument and content before the Contractor begins administering it
    4. Administer Survey
    5. Survey Report
  3. NMTC Technical Workshops
    1. NMTC Technical Workshop Materials:
    2. Conduct a Minimum of Two (2) NMTC Technical Workshops
  4. Self-Assessment Guide
  5. Best Practices Workshops

PERIOD OF PERFORMANCE: The Contractor shall commence work on this effort within five business days of the contract award. The duration of the contract is anticipated to be a 24-month ordering period, if the CDFI Fund decides to move forward with deliverable.

Read more here.


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