2013 Delegate Agency New Contracts Process – Workshop CORPORATE CDBG December 5, 2012 HOUSING & ECONOMIC DEVELOPMENT ANDREW J. MOONEY * COMMISSIONER Peter Murawski * Assistant Commissioner Leonard Obilor * Director of Finance

AGENDA Welcoming Statement (Leonard) Program Overview (Nora & Leona) Contracting Package (Leonard) Economic Disclosure Statement (Ben) Corporate Status and Conditions (Staff) Q & A

1. WORKSHOP OBJECTIVES Provide Information on 2013 Delegate Agency contracting Provide Guidance on Contract Process and Protocols Support Programs Through Routine Activities : Execute 2013 Contracts Review and process Delegate Agency Vouchers Monitor Delegate Agencies program Efficiency, Accountability and Performance. Organization Structure Changes

Contract Unit Contacts NameTel #Responsibilities Peter Murawski Division Leonard Obilor Team Sonia Garcia Contract Yolanda Knotts EDS, Direct Deposits, EFT (Electronic Funds Transfer), and other Contract process related issues. Lynn Stewart Budget, vouchers and Brenda Lindsey Budget, vouchers and 2. CONTRACT AND AUDIT TEAM

PROGRAM OPERATION CONTACTS NameTel #Responsibilities Irma Morales Oversees Division Leona Barth Supervising TACIT, SARFS, TACOM & HCBA Programs Cheryl Leonard Coordinates TACOM Program Anita Davis Assisting on SARFS Program Luis Alarcon Assisting on SARFS Program Nora Curry Supervising LIRI Program Beth Moens Coordinates LIRI Program Karen Forte Coordinates LIRI Program 3. PROGRAM STAFF CONTACTS

Work Program Highlights LIRI (Local Industrial Retention Initiative) – Economic Development TACIT (Technical Assistance Citywide) – Housing HCBA (Historic Chicago Bungalow) – Housing 4. CORPORATE PROGRAM OVERVIEW

Work Program Highlights SARFS (Small Accessible Repairs for Seniors) – Housing TACOM (Technical Assistance to Communities) – Housing 5. CDBG PROGRAM OVERVIEW

6. CONTRACT PACKAGE OVERVIEW Checklist - Corporate & CDBG Instructions - Corporate & CDBG Work Program - Corporate & CDBG Object of Expenditures – All Funds Budget Forms – Corporate & CDBG Grant Agreement: Exhibits A-C & Signature Page – Corporate & CDBG Exhibit D – CDBG Only Grant Agreement – Corporate & CDBG Sample Package – Corporate & CDBG

7. DIRECT DEPOSIT INSTRUCTIONS Direct Deposit Vendor Payment Program Form EFT-Bank Depository Form Instructions EFT-Bank Depository Form Signature Authorization Form

8. ECONOMIC DISCLOSURE STATEMENT On Line EDS Handy Guide Changes Effective January 1, 2013

9. TRANSPARENCY Transparency Act Information FATTA- Federal Funding Accountability and Transparency Act ( ) Data Universal Numbering System (DUNS) or grants/duns_num_guide.pdf ) grants/duns_num_guide.pdf Central Contract Registration ( or ) Data Collection Form

10. CORPORATION STATUS REQUIREMENTS Insurance Coverage Indebtedness – City, State & Federal Good standing Conditions – City, State & Federal

11. IMPORTANT NOTES & ANNOUNCEMENTS Call (312) for Appointment Concerns Endeavor to be on time for Contract Roundtable Appointment Authorized person must be present to sign Package must be as complete as possible All documents must have an original signature Signature must be signed in blue ink Load forms and instructions from:

QUESTION & ANSWER PERIOD