1. 2013 Delegate Agency New Contracts Process – Workshop CORPORATE Commercial Support Services (CSS) January 11, 2013 DEPARTMENT OF BUSINESS AFFAIRS AND CONUSMER PROTECTION ROSEMARY KRIMBEL * COMMISSIONER Peter Murawski * Assistant Commissioner Joseph Karson * Coordinator of Economic Development

2. AGENDA Welcoming Statement (Jeffrey Lewelling) Program Overview (Joe Karson) Contracting Package (Peter Murawski) Economic Disclosure Statement (Ben Ho) Corporate Status and Conditions (Staff) Q & A

3. 1. WORKSHOP OBJECTIVES Provide Information on 2013 Delegate Agency contracting and transition from HED to BACP 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.

4. Contract Unit Contacts NameTel #ResponsibilitiesEmail Peter Murawski312-744-6228Division Headpeter.murawski@cityofchicago.org Leonard Obilor312-744-4773Team Managerleonard.obilor@cityofchicago.org Sonia Garcia312-744-6135Contract Coordinator/Supervisorsonia.garcia@cityofchicago.org Yolanda Knotts312-744-4283EDS, Direct Deposits, EFT (Electronic Funds Transfer), and other Contract process related issues. yolanda.knotts@cityofchicago.org Lynn Stewart312-744-0859Budget, vouchers and monitoringlynn.stewart@cityofchicago.org Brenda Lindsey312-744-7356Budget, vouchers and monitoringbrenda.Lindsey@cityofchicago.org 2. HED CONTRACT AND AUDIT TEAM

5. PROGRAM OPERATION CONTACTS NameTel #ResponsibilitiesEmail Gina Caruso312-744-8356Program Oversight (CSS)gina.caruso@cityofchicago.org Joe Karson 312-744-4565 Coordinates Program (CSS) joseph.karson@cityofchicago.org Tamara Harding 312-744-1268 Programmatic Assistance (CSS) tamara.harding@cityofchicago.org 3. BACP PROGRAM STAFF CONTACTS

6. Work Program Highlights CSS (Commercial Support Services) – Economic Development 4. CORPORATE PROGRAM OVERVIEW

7. Work Program (partial presentation)

8. 5. CONTRACT PACKAGE OVERVIEW Checklist Instructions Work Program Object of Expenditures – All Funds Budget Forms Grant Agreement: Exhibits A-C & Signature Page Grant Agreement Sample Package

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

10. 7. ECONOMIC DISCLOSURE STATEMENT On Line EDS Handy Guide Changes Effective January 1, 2013 Please use Specification # 90866

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

12. 9. IMPORTANT NOTES & ANNOUNCEMENTS Call (312) 744 6135 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

13. Download Forms and Instructions from HED website (use the website section with the Corporate forms) http://www.cityofchicago.org/hed 10. Forms/Instructions on HED Website

14. QUESTION & ANSWER PERIOD