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CITY OF SANTA ANA <br /> <br /> <br /> <br /> <br /> <br />Consultant shall perform services as set forth below. <br /> <br />General Responsibilities of the Consultant <br /> <br />Consultant will provide select monitoring and technical support services, as well as administrative <br />services for the City of Santa Ana’s CDBG, HOME, and ESG Programs. The technical assistance and <br />administrative services will be on-call for any forms of assistance or service related to these grant <br />programs. This means the consultant may be required to administer or manage any form or part of the <br />CDBG, HOME, and ESG Programs at any point-in-time on behalf of the City. These services also <br />apply to the close-out and transfer of one-time grants for the Neighborhood Stabilization Program (NSP <br />1, 2 & 3). <br /> <br />These services also include the City’s Citizen Participation Plan Review, Language Access Plan <br />Update, Consolidated Plan and Annual Action Plans, including any public meetings, completion of the <br />draft Consolidate Plan and Annual Action Plans, Submission of the Consolidated Plan and Annual <br />Action Plans in IDIS, and Acceptance of Consolidated Plan and Annual Action Plans by HUD. This <br />Scope of Services is not meant to be exhaustive relative to the administration or management of any <br />form or part of the CDBG, HOME, and ESG Programs. Amongst the services to be provided, <br />monitoring is highlighted below in detail as an example of the level of detail required by the Consultant: <br /> <br />MONITORING <br />Coordinate and finalize the monitoring visits directly with each sub-recipient and conclude follow up <br />each fiscal year no later than June 1st. <br /> <br />1. Monitoring Letter <br />Send a monitoring letter to each subrecipient requesting an appointment and indicating required <br />documentation to be reviewed at the onsite monitoring. <br /> <br />2. Hold an Entrance Conference <br />Hold an entrance conference onsite with the subrecipients’ appropriate financial and/or program <br />staff immediately before the monitoring to ensure that all subrecipient staff have a clear <br />understanding of the purpose, scope and schedule of the monitoring. <br /> <br />3. Review Financial and/or Program Documents <br />Utilize applicable HUD Forms from CPD Monitoring Handbook for Subrecipient Oversight for <br />CDBG, ESG, and HOME or any other forms that Consultant deems acceptable for monitoring <br />standards. Proposed forms are to be submitted for review to the City for preapproval by the City <br />for use. <br /> <br />4. Hold an Exit Conference <br />Meet with key representatives of the subrecipient organization to: 1) present preliminary results <br />of the monitoring visit; 2) provide an opportunity for the subrecipient to correct any <br />misconceptions or misunderstandings; 3) secure additional information from subrecipient staff to <br />clarify or support their position; and 4) provide an opportunity for subrecipient staff to report on <br />steps they are already taking to correct the matter. <br /> <br />EXHIBIT I <br /> <br /> SCOPE OF SERVICES <br />City of Santa Ana RFP No. 25-076A Page 17 of 36 <br />EXHIBIT 1