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REVISED SCOPE OF SERVICES AND SCHEDULE Mark Thomas has developed the following scope of services based upon the City's RFP and our experience preparing grant applications. We have structured our scope of work differently than the RFP. We have separated grant application development and benefit cost analyses (BCAs) from Part 2 into Part 3. We have also included a list of optional tasks, Part 4, we believe to be beneficial to securing state and federal funding. SCOPE OF SERVICES PART 1 — OVERALL PROJECT MANAGEMENT AND ADMINISTRATION 1.1 Project Management The Mark Thomas Project Manager (PM), Ryan Bissegger, will communicate directly with the City, and manage the internal project team for project delivery. The project status will be reviewed regularly to ensure key milestones are satisfied. This task will also include internal coordination efforts. 1.2 Meetings Mark Thomas has included a kick-off meeting, PM status meetings, and funding plan workshop. All meetings will be held at City offices or via videoconference. We will prepare and send out the agenda and necessary information five (5) business days in advance of the meeting. We will prepare and distribute meeting minutes, action items, and other communication documents within five (5) days after the meeting to all attendees and invitees. Kick-off Meeting: Mark Thomas will organize and facilitate a kickoff meeting with City staff to discuss the project goals, background, milestones, and anticipated grant pursuits. The kickoff meeting provides an opportunity for Mark Thomas staff to listen to the needs of the City and to visualize key deliverables and determine how to best serve the agency. Kickoff meeting notes will be recorded and delivered promptly after the meeting. PM Status Meetings: During the first five months of the project, we propose monthly PM status meetings via a Mark Thomas provided videoconference link (likely using Microsoft Teams software utilized by Mark Thomas). This approach ensures regular and consistent communication on priority tasks and focus on key deliverables to satisfy City needs. Participation in the PM status meetings is anticipated to include the City's designated PM and the Mark Thomas PM. We have budgeted five PM status meetings during the first six months where key project decisions will be made, and the funding plan identified. 1.3 Monthly Reports Mark Thomas will prepare invoicing and monthly reports to be submitted to the City. The monthly report will summarize the time expended and describe activities undertaken during the previous month. We assume the duration of this project is approximately 36 months. 1.4 Other Areas of Support (Management Contingency) We recognize additional tasks may become apparent as needed and seek to provide flexibility in the Task 2 assignments and budget. For example, presentations to executive or elected officials may be needed to advance the project and secure direction for action items. Mark Thomas will provide other areas of support not mentioned above that may be identified throughout the duration of the contract with a dedicated budget not to exceed $2,000. DELIVERABLES • Meeting Agendas • Meeting Minutes • Monthly Reports and Invoices GRANT WRITING SERVICES - SAGS MARK T HONtAS City of Santa Ana ---i - -I k._