Area Office and Recipient Information

Date of Request:	Click here to enter a date.
Area Office:	Select Area Office	Area Office POC:	Enter Area Office POC
Tribe/Village:	Enter Name of your Tribe	TDHE:	Enter Name of TDHE, if applicable
Tribe City/State:	Click here to enter Tribe’s City and State.
Tribe/Village POC:	Enter Name, Phone, and e-Mail of Entity’s POC
Has the Tribe/Village been made aware of this request?	Choose an item.

Recipient Technical Assistance Background

1. Has the recipient organization received technical assistance from HUD in the past three years?	Choose an item.
If yes:	Name of consultant(s), organizations(s), or HUD Office that provided the previous technical assistance.	Click here to enter text.
Briefly describe the type of technical assistance provided (such as in-person, virtual or remote, helpdesk) and the topic on which technical assistance was provided (such as the specific HUD programs, policies, or requirements).	Click here to enter text.
If the previous technical assistance was for a topic or issue that relates to your current request, please describe the continuing need for technical assistance on this issue.	Click here to enter text.
2. Has the recipient organization reviewed any HUD resources, guidebooks, or other information on this topic or taken any online courses related to this topic?	Choose an item.
If yes:	Materials reviewed or courses taken:	List any materials reviewed or courses taken.
3. Is the recipient organization currently receiving technical assistance from another federal agency, a consultant hired by the recipient, or another entity?	Choose an item.
If yes:	Please describe the technical assistance being provided:	Click here to enter text.

Technical Assistance Topics

4. Please list the topic(s) for which the recipient organization needs assistance.	Click here to enter text.

Technical Assistance Request Details

5. Subject of your request.	Enter technical assistance title.
6. Please provide details about the problem or challenge to be addressed through technical assistance and the factors that led to the problem or challenge.	Enter text here.
7. Please describe the assistance needed from HUD to address the problem described above.	Enter text here.
8. Please describe timeframes for the assistance. If applicable, identify any critical deadlines or timing considerations related to this request.	Enter text here.
9. Please describe the intended result of the technical assistance. What is the organization hoping to achieve with the help of technical assistance?	Enter text here.

Please provide any relevant documents (i.e., audits, assessments, reports). List any documents that are included with the request.

Training/Technical Assistance Category Descriptions
Capacity Building and Strategic Planning	NAHASDA Basics (Overview) Needs Assessment and Community Planning Board of Commissioner Training Organizational Structure and Staffing Self-Monitoring Developing/Updating Policies and Procedures Review of Open Grants, Monitoring/Audit findings, and current IHP/APR.
Financial Management, Budgeting, and Reporting	Program requirements, eligible recipients, eligible activities (IHBG/NAHASDA program) Review standards for financial management systems and budget procedures Cash Management and Cost Allocation plans Reporting Requirements Segregation of Duties/Roles – positions and processes Evaluate system to track program and non-program income Analysis of administrative expenses, and tracking of costs Review inventory and equipment records and tenant accounting system(s)
Procurement, Maintenance and Construction	Review of Procurement Policy and sample proposals and bids to ensure compliance Develop Annual Procurement Plan and staff responsibilities Review Contract Administration procedures and Wage Rates Unit Maintenance, Schedules, and Inspection procedures, Work Orders, etc. Develop construction policies and procedures and share examples
Other	Environmental Review, Leveraged Financing,