Evaluation Consultant, Connecticut SBA Program

Company: Valid8 Financial, Inc.
Location: Hartford
Posted on: April 1, 2025

Job Description:

Hispanic Federation (HF) is the nation's premier Latino nonprofit membership organization. Founded in 1990, HF supports Hispanic families and strengthens Latino institutions through grant making and direct services in the areas of education, health, immigration, civic engagement, economic empowerment, and the environment. Since its inception in 1990, HF has focused on supporting and strengthening Latine-led community-based nonprofit organizations as a key instrument for social justice and economic empowerment.Program OverviewWith the support of Congressman John B. Larson and the U.S. Small Business Administration, HF launched a Financial Education Initiative to provide culturally and linguistically (Spanish/English) competent financial education to low- to moderate-income Latino communities in Connecticut Congressional District 1.Latinos trail the non-Hispanic white population in many important indicators of economic well being, including homeownership, wealth accumulation, access to checking and savings accounts and retirement and emergency savings. For over 15 years, Hispanic Federation has provided financial literacy training and resources to help empower community members to make informed financial decisions by improving their money management and budgeting skills through interactive financial literacy workshops focused on budgeting, saving, investing and building credit. HF's Hartford Financial Education Initiative will empower the community and equip individuals with the knowledge and skills necessary to make financial decisions for a sustainable future. Through this initiative, HF and collaborating community-based nonprofit organizations will work to:

• Improve financial literacy in the Latino community through educational programs and resources to empower informed financial decisions
• Contribute to the development of a financial toolkit to uplift the Hispanic/Latino community in CT-1
• Foster economic health in CT-1 to promote growth and resilience, with a focus on Hispanic/Latino families
• Deliver essential financial literacy services to economically vulnerable Latino populations in CT-1.Project OverviewHispanic Federation seeks an external evaluator to create evaluation criteria and processes to monitor and assess program design, impact, and effectiveness of HF's Hartford Financial Education Initiative in supporting the financial education and empowerment and addressing economic challenges faced by Hispanic/Latino community in CT-1.The overall purpose of evaluating this effort is to assess processes and achievements of the initiative, including the relevance, design, effectiveness, and performance, to inform the possibility of scaling up the program to a larger audience. The evaluation and findings should be divided into two sections:
  • Hispanic Federation direct services to community members (families, individuals) such as workshops, technical assistance, toolkits, and online resource hub.
  • Hispanic Federation subawardee program to four community-based organizations in the CT-1 congressional district.Performance Period: May 30th - August 15th, 2025 [dates subject to change].Total Funds Available: Up to $20,000.Payments and ReportingConsultants will submit monthly invoices using a template provided by HF. All payments must be aligned with the progress toward deliverables.ScopeConsultant will:
    • Work with HF to create two evaluation plans, including scope, activities, tools and materials to determine effectiveness of the Hartford Financial Education program. The two evaluation plans should cover:
      • Hispanic Federation direct services to community members (families, individuals) such as workshops, technical assistance, toolkits, and online resource hub.
      • Hispanic Federation subawardee program to four community-based organizations in the CT-1 congressional district.
      • Design data collection tools and adjust as needed.
      • Data collection tools for immediate, 3-month, and 6-month check-in with:
        • Individuals and families served through workshops, technical assistance, toolkits, and online resource hub.
        • Hispanic Federation subawardees (four community-based organizations).
        • Train HF staff and consultants in data collection process, as needed.
        • Aggregate and analyze all collected data. Data collection methods may include but are not limited to surveys, focus groups, or interviews with subrecipient staff/subcontractor staff, participants, and HF staff supporting the initiative.
        • Have periodic meetings with HF staff to discuss progress and findings.
        • Write draft and final evaluation report including findings and recommendations.Evaluation deliverables will include, but are not limited to:
          • Two evaluation plans, including key questions to be answered by the evaluation, planned activities, outputs and outcomes, roles and responsibilities, and timeline. The plans should focus on:
            • Hispanic Federation direct services to community members (families, individuals) such as workshops, technical assistance, toolkits, and online resource hub.
            • Hispanic Federation subawardee program to four community-based organizations in the CT-1 congressional district.
            • Data collection training for HF staff and partners.
            • Data collection tools.
            • Agendas and notes from periodic meetings with HF.
            • Final evaluation report.Requirements and PreferencesConsultants must demonstrate:
              • A minimum of 5 years of professional experience in public/non-profit program evaluation.
              • Strong analytical skills, with expertise in qualitative and quantitative research methods and data collection.
              • Direct experience working with community-of-color-led nonprofits.
              • Cultural and community competence.
              • Alignment with HF values.
              • Excellent writing skills.
              • Ability to adhere to project timelines and deliver high-quality work on schedule.
              • Knowledge of Evaluation Frameworks; familiarity with different evaluation models (e.g., Logic Models, Theory of Change, or the Kirkpatrick Model) and when to apply them.
              • Ability to design bilingual tools and guides in English and Spanish, and collect, aggregate, and analyze data in both languages.
              • Understanding how to design a solid research methodology, develop surveys or interviews, and collect data in a valid and reliable way.Due Date and SubmissionNo later than Monday, April 7, 2025. Late applications will not be reviewed.The proposal must include the following:
                • Document answering the questions in the application included below.
                • Resume for each person who will be involved in project evaluation.
                  • Note: HF does not allow subcontracting; please do not suggest the use of consultants.
                  • Writing samples
                    • Evaluation Report: Submit a sample evaluation report (a portion of a report is acceptable) that demonstrates the evaluator's abilities in detail.
                    • Evaluation Tool: Provide a sample of an evaluation tool. HF will use this sample solely for application evaluation purposes.
                    • Estimated number of hours and total cost, provided the evaluation is conducted between April 15, 2025 through August 15, 2025.
                    • If chosen, consultants will also need to provide:
                      • W-9, signed and dated in 2025 (must be the updated W-9 form).
                      • Voided check or bank letter.
                      • A document of a staff training agenda or outline used in the past.
                      • Detailed budget breakdown with calculation of hourly rate. Please note, subcontracting is not allowed.Funded through a Grant with the U.S. Small Business Administration.Name of individual completing the applicationTitle of individual completing this application (if entity)EmailPhone numberStreet AddressCity, State and Zip CodeIf the entity is registered in SAM.gov, please provide the entity's Unique Entity Identifier (UEI) Is the entity MWBE certified in New York State? [YES/NO/N/A]II. CertificationsI understand and certify the following:I am authorized to make any commitments on behalf of the entity that are inherent in the proposed services and rates included in this application. [YES/NO]I/the entity meet(s) all federal contractor requirements, including the Uniform Guidance for Federal Awards (2 CFR 200) and any other applicable federal, state, and local requirements. [YES/NO]I/the entity/all of the proposed staff are not debarred or suspended by the Federal or New York State Government. [YES/NO]If you answered NO to any of the certification questions, please explain.III. Scope of WorkScope of Work: Please describe how you will approach the assignment as it is described in this RFP, including process, methods, etc.IV. ExperienceSummary of Experience: Please concisely summarize your/the entity's experience and capacity to provide the proposed consulting services.Experience working with community of color-led organizations: Please describe your experience in evaluating public or nonprofit programs. Please provide examples of how you applied both qualitative and quantitative research methods to measure program outcomes and address community-specific needs.Experience meeting public sector requirements: Please provide examples of the situations where you were required to meet public-sector requirements and how you managed them.Experience working with and training staff and subawardees: Please provide a concise summary, including specific examples.V. ReferencesPlease list three (3) previous clients who can serve as a reference relevant to the proposed project. Provide information on three prior related assignments, including client's name if applicable, email and phone number, period of performance and a brief description of the work, including how it prepares you for this assignment.To apply, applicants must submit this, and all other required documents outlined in the RFP, no later than Friday, April 14, 2025 to financialed@hispanicfederation.org.
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Keywords: Valid8 Financial, Inc., Hartford , Evaluation Consultant, Connecticut SBA Program, Professions , Hartford, Connecticut