CHFA 267-RFP for Executive Leadership Coaching

Agency: Connecticut Housing Finance Authority
State: Connecticut
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 611430 - Professional and Management Development Training
Posted Date: Dec 15, 2023
Due Date: Jan 17, 2024
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RFP Post Date Due Date Additional Documents
CHFA 267-RFP for Executive Leadership Coaching 12/15/23 1/17/24 4:00 p.m.

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Dear Interested Party:
Date: December 15, 2023
The Connecticut Housing Finance Authority (“CHFA”) requests written proposals from
qualified firms to provide executive leadership coaching to some or all its Executive Leadership
Team. CHFA will not reimburse for any expenses incurred in connection with this Request for
Proposals (“RFP”) including, but not limited to, the cost of preparing the initial response and any
additional information requested or travel expenses relating to any oral presentation. Please be
advised that responses will be considered property of CHFA, are matters of public record, and
may be disclosed by CHFA after the awarding of a contract.
CHFA, a body politic and corporate constituting a public instrumentality and political
subdivision of the State of Connecticut, was created in 1969 and operates pursuant to Chapter
134 of the Connecticut General Statutes, as amended. CHFA’s purpose is to help alleviate the
shortage of affordable housing for low-income and moderate-income families and persons in
Connecticut by providing single family mortgages, financing for rental housing, and mortgages
for the purchase, development and construction of housing.
For additional information about CHFA, please reference CHFA’s website at
CHFA is seeking proposals from qualified firms to provide executive leadership coaching for
one or more members of its Executive Leadership Team, which consists of up to eight
individuals leading different business units and areas within CHFA. The selected firm should be
able to provide one or more of the following, as determined to be most effective after
consultation with CHFA’s Chief Executive Officer:
individual one-on-one coaching to help improve self-awareness, communication,
interpersonal skills, and leadership effectiveness.
team development coaching to help individual executives recognize the importance of
building interdependent relationships and create alignments to achieve common goals.
Areas of focus for team development would be determined in consultation with CHFA’s
CEO, but may include change leadership, cultural transformation, and elevating
leadership capabilities.
The coaching should help to transform relationships with colleagues and direct reports and
make lasting behavioral changes where necessary.
Firms will be evaluated based on written responses to this RFP, additional written
information as requested by CHFA and oral interviews, if any, including, but not limited to, the
following criteria:
Qualifications of personnel
Organization and approach
Commitment to Affirmative Action and/or Diversity, Equity, and Inclusion
Connecticut presence
Absence of conflicts or potential conflicts
CHFA may select multiple firms for the services described herein. No selected firm is
guaranteed or ensured any number of contracts or proportion of business.
All firms must address the following issues and questions:
1. Provide a brief description of your firm, its history, and main areas of business. Indicate
the total number of staff and the team available to CHFA.
2. Provide a summary of the key strengths and qualifications of your firm to provide
executive coaching to CHFA. (Your response to this question should not exceed one
3. Describe the methodology proposed to be used for the coaching and describe how
outcomes from the coaching will be measured to ensure effectiveness.
4. Provided an estimated timeline for completing the services.
5. Describe your presence in Connecticut, if any, including corporate existence in
Connecticut, whether formed in Connecticut or authorized to do business in the state.
This may include, but not be limited to, information on the number of offices your firm
maintains in Connecticut, the location of such offices, the number of Connecticut
residents employed in those offices, and payroll and corporate taxes paid in Connecticut.
If your firm currently is not registered with the Connecticut Secretary of State, please
indicate whether your firm will register if your firm is awarded this contract.
6. Include any participation by your firm in any civic or other non-profit activities,
including any charitable contributions that your firm made in Connecticut.
7. Provide a summary of the professional background of any individuals who would be
assigned to work with CHFA. Please indicate their probable areas of responsibility and
the percentage of their time that would be available to service CHFA’s account.
8. Provide the rate or range of rates at which services would be billed. You may quote a flat
fee for all services or indicate a charge for each individual service.
9. Provide the rate or range of rates at which any ancillary services would be billed and
describe what is considered an ancillary service.
10. Provide, in tabular form, information on the employee composition of your firm
indicating the total number of employees and the total number and percentages of
minorities and women employed and their titles.
11. Submit specific information regarding your firm’s commitment to Affirmative Action
and/or Diversity, Equity, and Inclusion. Please include, at a minimum, policies and
practices, including but not limited to hiring practices, and any information that would
demonstrate your firm’s commitment to expanding diversity in the workplace, including
recruiting initiatives, retention and promotion efforts and ongoing assessment of your
firm’s progress with respect to underrepresented groups (e.g. in terms of ethnicity,
gender, sexual orientation, disability, etc). Please include your firm's most recent EEO-
1 report if required to file.
12. Describe your firm’s commitment to diversity, education, and training of the next
generation of workers in your profession. Please include:
a. A brief description of any internship programs your firm offers and the applicable
percentage of the internships for the underrepresented groups.
b. A brief description of any scholarships your firm provides to students and the
applicable percentage of the underrepresented recipients.
13. Does your firm have a written policy, program, or initiatives to foster business
relationships with the underrepresented groups? If so, please provide details of the
program and the percentage of business conducted with those groups.
14. Describe any and all material lawsuits, legal or administrative proceedings or
governmental investigations, criminal actions or law enforcement activities (including
those by federal, state or local authorities, or self-regulatory organizations) or non-routine
inquiries or investigations relating to you, your firm, or any of your affiliates, including
any proceedings to which you, your firm, your affiliates or any of their respective
officers, directors or employees are a named party or of which any of such has been the
focus, that have occurred in the last three (3) years or that are currently threatened,
including whether you, your firm, or any of your affiliates, or their respective officers,
directors or employees have been censured by any regulatory body. Describe any such
circumstances and advise whether these investigations or proceedings will affect you or
your firm’s ability to complete the proposed transaction and perform the services in this
15. Describe whether you foresee any potential conflicts of interest arising from providing
these services. If so, describe how your firm would address potential conflicts of interest.
16. Has your firm ever been removed from an account prior to the expiration of its contract
(i.e., been fired)? If so, please explain. If you wish, list the name of a third party with
whom the Authority could discuss this termination.
17. Describe your firm's knowledge of and past experience with CHFA.
18. Please provide as references a minimum of three clients for whom your firm has provided
similar and substantial services. Please include the name of the person to contact, his or
her phone number and email address. Please include as references any State of
Connecticut agencies or departments that have engaged your firm to perform services.
19. Selected persons or firms must comply with CHFA and State Ethics requirements, laws
and regulations. Persons or firms seeking to do business with CHFA are required to
comply with the ethics statement, attached hereto on Exhibit C, and the applicable
provisions of the Code of Ethics and Code of Ethics for Lobbyists incorporated therein by
20. An authorized signatory of any firm submitting proposals is required to execute and
submit with the proposals and with any contract awarded in accordance herewith all
applicable representations and certifications set forth on Exhibit A, attached hereto and
made a part hereof, regarding:
Whistleblowing; Connecticut General Statutes §4-61dd
Gift and Campaign Contributions; Connecticut General Statutes §4-252, as
amended by Public Act 21-76
Entities Making Investments in Iran; Connecticut General Statutes §4-252a, as
amended by Public Act 21-76
Nondiscrimination; Connecticut General Statutes §4a-60 & Connecticut General
Statutes §4a-60a, as amended by Public Act 21-76
Consulting Agreements; Connecticut General Statutes §4a-81
Campaign Financing Contributions; Connecticut General Statutes §9-612, as
amended by Public Act 21-76
Occupational Safety & Health; Connecticut General Statutes §31-57b
All of the above are attached and incorporated herein on Exhibit C.
21. What is the most important question that we haven’t asked you? Why should CHFA hire
your firm instead of another firm?
Please be advised that all information submitted in a proposal or in response to a request
for additional information is subject to disclosure under the Connecticut Freedom of Information
Act, as amended and judicially interpreted. If a firm believes that its response contains financial,
trade secrets or other data that it claims should not be public (“Confidential Information”), the
firm must identify specifically the pages and portions of its proposal or additional information
that contain the claimed Confidential Information by visibly marking all such pages and portions.
An entire response marked Confidential Information will not be accepted. If CHFA receives a
request for a firm’s Confidential Information, it will use its best efforts to notify the firm of such
request and provide the firm with a copy of any written disclosure request, provided, CHFA will
not be liable to the firm or any other party for any failure to act as described herein. The firm
may provide written consent to the disclosure or may object to the disclosure by notifying CHFA
in writing, identifying in the notice the basis for its objection, including the appropriate statutory
exemption(s) from disclosure. The firm shall be responsible for defending any complaint
brought in connection with the nondisclosure, including, but not limited to, appearing before the
Freedom of Information Commission, providing witnesses and documents as appropriate, and for
payment of CHFA’s costs and expenses, including attorney fees.
The following requirements must be observed in the preparation and submission of a proposal:
1. All inquiries should be directed to Shelly Mondo at no later than
January 4, 2024. Firms submitting a proposal should not contact members of the
CHFA’s Board of Directors or CHFA staff, which may be grounds for elimination from
2. Submissions must be sent electronically (not to exceed 25 MB) to
no later than 4:00 p.m. on January 17, 2024. Faxed responses will not be considered.

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