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HomeMy WebLinkAboutBack-Up DocumentsCITY OF MIAMI: EMERGENCY RENTAL ASSISTANCE PROGRAM MARCH 2, A partnership that supports your goals and ensures a vibrant community. NAN MCKAY & ASSOCIATES, INC. 1810 GILLESPIE WAY, SUITE 202 EL CAJON, CA 92020 www.nanmckay.com 800.783.3100 Nan McKay AND ASSOCIATES, INC. n�na Nan McKay AND ASSOCIATES, INC TABLE OF CONTENTS Emergency Rental Assistance Program Nan McKay & Associates, Inc. 1. Cover Letter 2 2. Background & Experience 5 2.1 Company Profile 5 2.2 Qualifications 5 2.2.1 ERAP & HCV Program Management Qualifications 6 2.2.2 COVID-19 CARES Act & Coronavirus Relief Funding Qualifications 9 2.2.3 Disaster Recovery Qualifications 10 2.3 Similar Successful Programs 12 2.4 Regulatory Compliance 12 3. Key Personnel 13 3.1 Staffing Chart 15 3.2 Staffing Plan 16 4. Project Approach, Process & Methodology 17 4.1 Program Application Processing System 17 4.1.1 ERAP Portal Fraud Mitigation Measures 19 4.1.2 Document Management 21 4.1.3 Reporting 22 4.1.4 Productivity Tracking 23 4.2 Process Overview 24 4.2.1 Program Management Office 24 4.2.2 Process and Policy Management & Coordination with Operations and Case Management 25 4.2.3 Quality Control 25 4.2.4 Working with Property Owners 26 4.2.5 Customer Service 26 4.3 Proposed Project Approach 26 4.3.1 Timeline 28 5. Pricing 29 6. Resumes 30 Nan McKay AND ASSOCIATES, INC 1. COVER LETTER March 2, 2021 Attn: Alfredo Duran, Assistant Director City of Miami, Dept. of Housing and Community Development 444 SW 2nd Avenue Miami, FL 33103 Dear Mr. Duran: Nan McKay & Associates, Inc., (NMA) is pleased to submit our proposal to provide the City of Miami Department of Housing and Community Development (DHCD) with Emergency Rental Assistance Program (ERAP) services. NMA is a nationally recognized WMBE and Section 3 business concern and has been a leader in the affordable housing industry since 1980. Our deep understanding of federal programs is backed by more than four (4) decades of practice working directly with cities, states, and localities; the U.S. Department of Housing and Urban Development (HUD); and public agencies nationwide. Annually, we administer over 100,000 housing contracts, manage $1B in federal housing assistance funds, conduct 500+ housing - related trainings annually, and perform more than 270,000 inspections throughout the country. Our team has worked together on housing choice voucher (HCV) rental assistance, COVID-19 and CARES Act grants administration, and disaster recovery programs and projects for more than a decade in various configurations. We have administered and operationalized four (4) COVID Emergency Rental Assistance Programs (ERAPs) in states, counties, and cities; are currently delivering housing solutions as a response to COVID- 19 in fifteen (15) municipalities; and have administered $10B in COVID relief funding. Our team brings a tested technology platform that has been successfully utilized on ERAP programs Emergency Rental Assistance Program Nan McKay & Associates, Inc. THE NMA TEAM AT A GLANCE f WBE & Section 3 Business Concern II� 500+ housing -related trainings annually tir 100,000+ HCV contracts managed 0 ®-© $1 B+ in HUD funding managed annually 0101 1 M housing -related customer calls processed annually irk $10B in CARES Act funding served Vor Collaborative partner to support success Nan McKay AND ASSOCIATES, INC nationwide. Our technology solution will streamline and secure the implementation of the City's rental assistance program. Our team of experts are in position to assist you in understanding the ever -changing regulatory environment surrounding the CARES Act, Comprehensive Appropriations Act, and COVID relief funding, while bringing real-time best practices in the implementation of COVID-19 related programming. In addition to extensive personal qualifications and experience with federal grants, the team working for you will have access to detailed analysis, best practices, and lessons learned from our COVID-19 response and recovery teams around the country. We are the right partner for the City because: Emergency Rental Assistance Program Nan McKay & Associates, Inc. Our team has helped to administer more than $10B in COVID relief funding. We Bring Key Strengths An unwavering focus on high quality customer service • Unmatched experience and deep regulatory knowledge • A customizable and proven technology platform already in place • An emphasis on positive results and measurable outcomes We Have a Proven Track Record in Housing 500+ housing -related trainings delivered annually 100,000+ HCV contracts administered • A clear approach centered on timeliness, customer service, and compliance • A proven team with experience managing housing and CARES Act funds nationwide ▪ 1,000,000 housing -related customer calls processed annually $1B+ in HUD funding managed annually Our Technology Will Streamline and Secure Your Processes We've built secure, robust, customizable web -based tools that allow housing authorities to: • Create a dynamic, customer -friendly portal configured to client needs • Automate forms and review items to eliminate paperwork and manual tasks • Develop sophisticated reporting • Validate and consolidate data onto a secure platform • Communicate with applicants, landlords, and tenants from one place 3 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC We have direct and related experience supporting COVID-19 response and programmatic efforts. Our team is currently providing similar COVID-19 related services for the following cities, counties, and states, as well as health care districts in California and Texas: • Albuquerque, New Mexico The State of Oklahoma • Cook County, Illinois The State of Massachusetts • Detroit, Michigan The State of South Carolina • Harris County, Texas The State of South Dakota • Miami -Dade County, Florida Tarrant County, Texas • The State of Michigan - The City of Tulsa • The State of New Jersey • Wayne County, Michigan NMA has a deep knowledge of emergency and disaster recovery not only through our work with COVID CARES Act funding but also our experience with communities devastated by Hurricanes Katrina and Harvey, Superstorm Sandy, and tornadoes in the Midwest. Specifically, our team assisted with: • Extensive leveraging and administering of grant programming funded by CRF, CARES Act, CDBG-CV, CDBG-DR, CDBG, FEMA, CRF, ESG, and other HUD housing funds • HCV program management and voucher allocation • Rental assistance programs, including ERAP, HCV, and public housing • Development of assisted housing policies and procedures for federal programs • Lobbying for funding allocations at both the congressional and state levels • Program and project creation • Waiver request and negotiation • Strategic management • Project and program implementation and operations • IT systems creation and integration • Compliance and monitoring • Closeout Should you have any questions, or if you need clarification or further information, please contact me at john@nanmckay.com or 1-800-783-3100, ext. 164. Sincerely, John McKayhief Executive Officer Nan McKay and Associates, Inc. 4 Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. 2. BACKGROUND & EXPERIENCE 2.1 Company Profile Since 1980, NMA has been the leader in providing innovative solutions for the affordable housing industry. Our deep understanding of federal programs is backed by four decades of practice working directly with the U.S. Department of Housing and Urban Development (HUD) and public agencies nationwide. NMA is privately owned, incorporated in the state of California, and a certified Women -Owned Business Enterprise (WBE). Our headquarters is in the San Diego area and we have offices in Northern California, Connecticut, Illinois, Florida, Kentucky, Louisiana, and Texas. The NMA team includes more than 1,000 team members who specialize in a variety of affordable housing matters. 2.2 Qualifications The NMA team currently processes more than 250,000 initial, interim, and continued assistance applications for more than 100,000 households across the country through our administration of similar rental and housing choice voucher (HCV) program engagements. These programs are all administered in compliance with both federal regulations and a wide range of state and local policy as applicable. For each of these projects, NMA was required to develop plans and strategies for transitioning administration of the program to NMA while ensuring continuity of service for program participants and community stakeholders. Additionally, NMA is actively working with NJDCA on their CVERAP project, including processing rental assistance applications for more than 47,000 households in less than ninety (90) days, as well as providing similar assistance to the State of Massachusetts for their ERAP program, currently processing emergency rental assistance to 10,000 households. NMA has a proven ability to quickly plan and execute strategies for assisting a large volume of applicants, having ramped multiple programs within less than thirty (30) days to full operating capacity. In addition to NMA's extensive HCV and ERAP work, our team has assisted with the distribution of $10 billion in CARES Act funding throughout the country, including the State of South Dakota and the State of South Carolina. Our team also supported the programming and distribution of billions of dollars in Community Development Block Grant —Disaster Recovery (CDBG-DR) funding nationwide. Most recently, our team provided Harris County, Texas with CDBG-DR action plan support, helping the county to receive $1.25 billion in CDBG-DR funding specifically for housing recovery programming from Hurricane Harvey. Our team also drafted seven (7) housing recovery programs. Presented within the following sections is an overview of our team's recent engagements, demonstrating our experience in performing work similar to that required by the City. 5 3/15/2021 Detail by Entity Name DIVISION OF CORPORATIONS lr I f)r on rJJ I /y.L.Qrg 0 . 1 1,2)4,,/y.„.org an Oka Sun© of F!oru/as svel4ne Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Foreign Profit Corporation NAN MCKAY AND ASSOCIATES, INC. Filing Information Document Number F04000003788 FEI/EIN Number 41-1381008 Date Filed 07/06/2004 State CA Status ACTIVE Last Event CANCEL ADM DISS/REV Event Date Filed 10/08/2007 Event Effective Date NONE Principal Address 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Changed: 04/12/2018 Mailing Address 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Changed: 04/12/2018 Registered Agent Name & Address REGISTERED AGENT SOLUTIONS, INC. 155 Office Plaza Dr. Suite A Tallahassee, FL 32301 Name Changed: 01/17/2017 Address Changed: 04/12/2018 Officer/Director Detail Name & Address Title President, Director search sunbiz.org/Inquiry/CorporationSearch/Search ResultDetail?inquirytype=EntityName&directionType=Initial&search NameOrder=NANMCKAYASS... 1/3 3/15/2021 McKay, Nan 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Title Treasurer Adair, Raymond 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Title CEO, Secretary, Director McKay, John 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Title VP, Director McKay, Molly 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Title Assistant Secretary, Director McKay, Heidi 1810 Gillespie Way Ste 202 El Cajon, CA 92020 Annual Reports Report Year Filed Date 2018 04/12/2018 2019 04/19/2019 2020 04/17/2020 Document Images 04/17/2020 -- ANNUAL REPORT 04/19/2019 -- ANNUAL REPORT 04/12/2018 -- ANNUAL REPORT 04/17/2017 -- ANNUAL REPORT 01/17/2017 -- Reg. Agent Change 02/19/2016 -- ANNUAL REPORT 02/23/2015 -- ANNUAL REPORT 01/07/2014 -- ANNUAL REPORT 03/25/2013 -- ANNUAL REPORT 03/19/2012 -- ANNUAL REPORT 04/28/2011 -- ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format Detail by Entity Name search sunbiz.org/Inquiry/CorporationSearch/Search ResultDetail?inquirytype=EntityName&directionType=Initial&search NameOrder=NANMCKAYASS... 2/3 3/15/2021 Detail by Entity Name 03/07/2010 -- ANNUAL REPORT 04/14/2009 -- ANNUAL REPORT 04/01/2008 -- ANNUAL REPORT 10/08/2007 -- REINSTATEMENT 10/09/2006 -- REINSTATEMENT 07/25/2005 -- ANNUAL REPORT 07/06/2004 -- Foreign Profit View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format Florida Department of State, Division of Corporations search.sunbiz.org/Inquiry/CorporationSearch/Search ResultDetail?inquirytype=EntityName&directionType=Initial&search NameOrder=NANMCKAYASS... 3/3 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 2.2.1 ERAP & HCV Program Management Qualifications CITY OF TULSA, OKLAHOMA Contact: Phone: Email: Start & End: Description of Work: Becky Gligo, Director of Housing Policy, Mayor's Office 619-277-8777 bgligo@housingsolutionstulsa.org Aug. 2020 to present NMA is currently providing operational and programmatic support for the Tulsa Housing Authority (THA)'s COVID-19 Rental Assistance Program, which provides direct rental assistance to individuals affected by COVID-19. NMA has provided the following services: • Set up a call center specific to the City of Tulsa COVID-19 Rental Assistance Program • Assisted THA with necessary modifications to THA's technology platform specific to intake of program applicants • Assisted clients with the submission of applications and intake/preliminary eligibility review for program participation • Created a quality control methodology and compliance and monitoring methodology which complies with the U.S. Department of the Treasury's Coronavirus Relief Fund Reporting and Record Retention Requirements • Provided THA with ongoing technical assistance related to the CARES Act and COVID relief funding NEW JERSEY DEPARTMENT OF COMMUNITY AFFAIRS Contact: Phone: Email: Start & End: Description of Work: Elena Gaines, Assistant Director 609-633-6204 Elena.Gaines@dca.nj.gov Nov 2020 to present The New Jersey Department of Community Affairs (DCA) selected NMA to assist in implementation of its COVID-19 Emergency Rental Assistance Program (CVERAP), currently funded in the amount of $90 million. The NMA team has executed the following tasks: • Helped DCA to expend $90M in ERAP funding in an 8-week period • Provided surge staffing (approximately 300 resources) within a 1-week period • Set up a call center specific to the DCA COVID-19 Rental Assistance Program • Assisted DCA with necessary technology platform modifications specific to intake of program applicants 6 Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. • Communicated with landlords and tenants regarding incomplete applications and collected missing data • Ensured entry of all needed applicant information into DCA housing database • Reviewed and determined eligibility of applications • Communicated with all applicants and landlords regarding determination of eligibility • Worked with DCA staff and vendors to facilitate weekly subsidy payments and ensure quality administration of program • Reviewed payments for accuracy and reporting weekly to DCA • Provided NJDCA with ongoing technical assistance related to the CARES Act and COVID relief funding MIAMI-DADE COUNTY PUBLIC HOUSING & COMMUNITY DEVELOPMENT Contact: Phone: Email: Start & End: Description of Work: Taycha Santos, Assistant Division Director/Tenant Relocation Manager 305-344-5100 Taycha.Santos@miamidade.gov 2014 to 2024 NMA manages over 15,000 housing choice voucher (HCV) contracts for PHCD, including 193 homeownership vouchers and 180 families participating in the FSS program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. MASSACHUSETTS DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT Contact: Phone: Email: Start & End: Description of Work: Brendan Goodwin, Director for Division of Rental Assistance 617-573-1210 brendan.goodwin@state.ma.us Oct. 2020 to present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged NMA to assist and support in the evaluation of the causation of a large backlog in application processing for the Residential Assistance for Families in Transition (RAFT) program that would enable families to pay their rent and utilities while experiencing a hardship. NMA is providing management and operations support to the largest Regional Administrative Authority (RAA) processing RAFT 7 Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. applications, Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. NMA provided operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner. CHICAGO HOUSING AUTHORITY Contact: Phone: Email: Start & End: Description of Work: Cheryl Burns, HCV Senior Director 312-786-4046 cburns@thecha.org 2010 to 2022 NMA manages approximately 47,000 HCV, 1,200 PBV, 1,300 Mod Rehab, 1,200 VASH, and over 1,000 demonstration program vouchers. We earned SEMAP High Performer status for seven (7) consecutive years with no single file audit findings. We successfully leased over 15,000 new families over the last three (3) years increasing tenant -based voucher and project -based utilization to over 98%. Additionally, our team completed 100% of its annual re -certifications, maintained a 99.8% PIC transmission rate, increased file accuracy, and improved customer satisfaction from below 3 to 4.5 out of 5. 8 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 2.2.2 COVID-19 CARES Act & Coronavirus Relief Funding Qualifications STATE OF SOUTH CAROLINA Contact: To be provided upon request Start & End: June 2020 to present Description Our team is currently engaged by the State of South Carolina's Department of of Work: Administration to support its COVID-19 response and recovery efforts. To maximize the State's allocation of CARES Act funding, we identified funding and eligibility requirements and developed strategies for the State's response using a current state assessment and prioritization evaluation based on funding. Our team then established processes, policies, and procedures for the end -to -end grants management process that then became business requirements for a tech -enabled grants management platform that will lead to countless efficiencies for years to come. We configured, deployed, socialized, and continue to iterate on a Salesforce solution to enable these processes. This system has facilitated the tracking, management, monitoring, and reporting of expenditures and disbursements. STATE OF SOUTH DAKOTA GOVERNOR'S OFFICE OF ECONOMIC DEVELOPMENT Contact: To be provided upon request Start & End: Sep. 2020 to present Description Our team is currently engaged by the State of South Dakota's Governor's Office of of Work: Economic Development to implement and manage ten CARES funded programs outlined by the state legislature. These programs total over $550 million dollars of federal funding that require strategy & planning, program management, intake & eligibility review, call center support, accounting, and compliance monitoring for over 10,000 applications received. We have developed an online technology platform to receive, review, and analyze applications for financial support from small businesses, non -profits, start-up businesses, community -based healthcare providers, and hospitals. 9 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 2.2.3 Disaster Recovery Qualifications HARRIS COUNTY OFFICE OF MANAGEMENT AND BUDGET Contact: Phone: Contact: Phone: Start & End: Description of Work: DeWight Dopslauf, County Purchasing Agent, Office of the Purchasing Agent 713-274-4404 Shain Carrizal, Senior Director, Human Resources and Risk Management 713-539-6323 Apr. 2020 to present Our team provides strategy and technical assistance, program management, and additional services as needed in response to COVID-19; develops strategies to recover from the impact of COVID-19 and captures costs/revenue losses to maximize available federal/state/other grant funding; identifies funding opportunities from grants allocated in H.R.748 (CARES Act) and other potential funding sources available to Harris County, and provides guidance on the eligibility, requirements, and application process; provides guidance on the allocation of expenses to the appropriate grants that will maximize the reimbursement received by the county; established a PMO to assist county executive leadership for the purposes of recovery from COVID-19; provides ongoing reporting and recordkeeping to meet grant requirements, share progression of grants and funding sources, and coordinate between county departments and agencies when applying for grants and other sources to ensure funding is most effectively distributed to county departments and agencies; and provides integrity monitoring for the Rental Assistance Program, funded by Coronavirus Relief Fund (CRF). CITY OF JOPLIN, MISSOURI Contact: Phone: Email: Start & End: Description of Work: Troy Bolander, City of Joplin Director, Planning, Development, & Neighborhood Services 417-624-0820, x510 tbolande@joplinmo.org Apr. 2013 to present The NMA team is currently retained as the project administrator and project manager for the City of Joplin's HUD CDBG-DR funds received following the EF- 5 strength tornado that devastated the City on May 21, 2011. The tornado caused 161 fatalities, making it the deadliest single tornado on record in the U.S. According to NIST, it caused almost $3 billion in damage, including damage to 553 business structures and nearly 7,500 residential structures. 10 n�na Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. As part of this project, our team has completed a full CDBG-DR Action Plan, Implementation Plan, and Capacity Checklist for a first-time grantee that has been approved by HUD. The team is providing grant management and program management support on the City's infrastructure and economic development projects throughout each project's lifecycle, including the development of replacement housing and rebuilding the sanitary sewers, storm water drainage, roads, sidewalks, utilities, and streetscapes. The team also reviews the compliance of each project based on the CDBG-DR requirements, assists with the development of environmental assessments and performs reviews of environmental documents related to the National Environmental Policy Act ("NEPA") requirements to assess potential environmental hazards and risks, suggests mitigation measures for unavoidable impacts, and determines compliance with various state and federal agency requirements. The team is also assisting the City in maintaining their records management procedures/processes. 11 n�na Nan McKay AND ASSOCIATES, INC 2.3 Similar Successful Programs Emergency Rental Assistance Program Nan McKay & Associates, Inc. Client SOUTH DAKOTA COVID-1 9 DISASTER RESPONSE SERVICES STATE OF MASSACHUSETTS SOUTH CAROLINA COVID-1 9 DISASTER RESPONSE SERVICES MIAMI-DADE COUNTY PUBLIC HOUSING & COMMUNITY DEVELOPMENT HOUSING CHOICE VOUCHER PROGRAM HARRIS COUNTY COVID-1 9 GRANT MANAGEMENT SERVICES STATE OF NEW JERSEY Project Overview NMA assisted in the administration of $600M of coronavirus relief funds to small businesses, nonprofits, start-ups, healthcare providers, and hospitals. As part of that effort, we utilized our technology platform to efficiently review over 10,000 applications for financial support. NMA was engaged by the State of Massachusetts to administer FEMA Public Assistance and Rental Assistance for Families in Transition (RAFT) funds. To date, the team has processed over $60M in requests for financial support. The State of South Carolina hired our team to support its multi - hundred million dollar COVID-19 recovery efforts spanning multiple programs. We deployed our proprietary solution to process applications, assess the eligibility of expenditures, and monitor duplication of benefits, among other critical tasks. The PHCD hired NMA to administer their housing choice voucher (HCV) and emergency rental assistance programs, including planning, operations, program management, and call center support. The team has managed over 16,000 applications worth over $900M. NMA supported Harris County in managing and maximizing the benefits of $426M in coronavirus relief funds. Our team created a Small Business Relief Fund, Rental Assistance Program, Small City Assistance Program, Direct Assistance Program, and a Digital Access program for students. The State of New Jersey hired NMA to administer its CRF Emergency Rental Assistance Program (ERAP). NMA utilized our ERAP technology solution, administering $90M in ERAP funding and processing 47,000 applications. 2.4 Regulatory Compliance Our team has more than 40 years' experience analyzing, interpreting, and applying federal requirements in the administration of the housing choice voucher and public housing programs, as well as HUD's multifamily, community development block grants (CDBG), and community development block grants -disaster recovery (CDBG-DR) programs. Since 2020, NMA has leveraged this experience to build a team who are experts in the federal regulations governing ERAP programs. NMA has a team of internal subject matter experts who follow regulatory changes and guidance, and are able to quickly interpret these changes, understand the implications of these changes to our active projects, and deploy this information out to project leaders for implementation. 12 n�na Nan McKay AND ASSOCIATES, INC 3. KEY PERSONNEL Emergency Rental Assistance Program Nan McKay & Associates, Inc. With over 1,000 team members throughout the country, we are committed to performance excellence and recognize that success is directly linked to the successful performance of individual staff. Full resumes for key staff are provided in Section 6, Resumes. John McKay Role: Executive Sponsor Steven Rosario Role: Program Director Catherine Ures Role: Executive Advisor Mr. John McKay has been with NMA since 1998 and has served as the chief executive officer since 2007. Under his leadership, NMA has grown to be known as the gold standard for professional services in the affordable housing industry. John has provided executive oversight for large housing programs for more than twenty (20) years, including overseeing more than $1B of HCV program subsidy annually. After Hurricane Katrina, John was part of the team that worked in Houston and New Orleans helping create the first Disaster Housing Assistance Program (DHAP) and ran the program for two (2) years in both cities. He also participated in launching the City of Joplin's Homebuyer Assistance Program (JHAP). In his current role as HCV program director, Steven Rosario oversees the operations of Miami -Dade County's housing choice voucher program. He previously served as director of some of the largest voucher programs in the nation, administering more than 45,000 vouchers in Chicago and San Francisco. With extensive experience in program and project designs, Steven is a fiscally conscious and goal - driven leader who has earned a reputation for building and leading strong and collaborative team efforts. Ms. Catherine Ures is NMA's vice president of professional services, with over eighteen (18) years of professional experience in community redevelopment, recovery, and strategic planning. Catherine has the unique qualifications of having worked in a management capacity in both the public and private sectors. Catherine's public service encompasses over a decade in California municipal government, in both the affordable housing and redevelopment fields. Her time in the private sector has focused on serving federal, state, and local entities with strategic planning, urban design, grants management, disaster recovery, HUD program management, monitoring and compliance, and training. 13 Nan McKay AND ASSOCIATES, INC Sarah Quinn Role: Call Center Operations Odesa Julien Role: Assistant Program Director Sammy Rosario Role: Process Improvement Manager Nathan Paufve Role: Subject Matter Expert Emergency Rental Assistance Program Nan McKay & Associates, Inc. Sarah Quinn has been with NMA since 2004. As vice president of operations, she oversees all internal operational functions, including marketing, event coordination, and desktop publishing. She is also responsible for several client management projects and works closely with the team at NMA Inspections (NMAI). In addition, she actively participates in all management -level strategy and planning meetings, carrying long-term strategies down to the department level by implementing the use of department scorecards and individual action plans. Odesa Julien has been with NMA for six (6) years and has eleven (11) years of housing experience. Odesa started her career in housing over a decade ago as a front-line staff member and is now contributing as Assistant Program Director. She is a motivated professional with a proven record of generating and building relationships, managing projects from concept to completion, and coaching individuals to success. Sammy Rosario facilitates process improvement and provide project management services across management and administrative departments to improve the quality of work and staff satisfaction. Working closely with project directors, consultants, and corporate teams, to utilize state of the art technology and other software systems in their current state, including process automation, database management software, and department -specific data; to identify and prioritize improvement opportunities, and design and implement new processes and programs in diverse administrative areas. Nathan Paufve is a certified Project Management Professional (PMP) with expertise in program design and implementation, strategic planning, grants management and administration, regulatory compliance and monitoring, risk assessment and internal controls, program and project management, process improvement, workflow mapping and design, and measuring performance. He specializes in working collaboratively with federal, state, and local entities to develop and implement grant funded programs that address strategic disaster recovery, resiliency, social vulnerability, housing, and economic development. 14 n�na Nan McKay AND ASSOCIATES, INC Jacqueline Stout Role: Subject Matter Expert 3.1 Staffing Chart Emergency Rental Assistance Program Nan McKay & Associates, Inc. Jacqueline is a Senior Consultant at Nan McKay & Associates (NMA) with experience providing disaster recovery grants management, program management, monitoring and compliance, strategic planning, and development of program guidelines and standard operating procedures. She specializes in collaborating with clients to develop and implement improved operational processes and ensure client compliance with local, state, and federal regulations. Jacqueline's expertise is in federal procurement and regulatory compliance, grants management, and policy analysis and development. PMO Financial Management Marketing & Outreach QA/QC IT/Cybersecu rity Call Center Supervisor L Eligibility Supervisors Customer Service Representatives L Eligibility Specialists 15 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC. 3.2 Staffing Plan The staffing plan below is representational, and will be scaled and updated according to client requirements. Staffing/Training Plan Ramp -up& Oversight What Staff begins casework with limited capacity and additional review and oversight to ensure quality Benefit Employees begin to support casework while leads can confimothe employee is ready to be fully deployed IP • Onboard& Train What: Every two days, initiate start classes of 25 employees who are on boarded and trained J Benefit: Highlyorganized and comprehensive training to prepare staff and also enable the team to more rapidly deploy resources Full deployment What: Fullydeploy trained and ready employeesto teams of 8-10 with a full time leader to actively contribute Benefit Staff have the necessary time, hands -an training, and coaching to prepare prior to full deployment Lessons learned are gathered and inform adjustments to our onboarding and training. We u nd erstand thatwe need to onboard staff quickly, will dothiswith an emphasis on quality and consistency. 16 n�na Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. 4. PROJECT APPROACH, PROCESS & METHODOLOGY Our team has initiated and implemented emergency and/or disaster recovery housing assistance programs for a number of state and local governments. Across these programs, we have assisted hundreds of thousands of households, as well as small and minority -owned businesses. As the programs were all deployed due to an emergency or in response to disaster, our team worked with the state and local governments to develop rapid responses that take into consideration nuances that are often overlooked, allowing us to address local challenges with innovative solutions. We are eager to bring those solutions to assist the City of Miami and its residents. 4.1 Program Application Processing System Our proprietary processing system is a purpose-built application that has provided rental assistance across a wide range of jurisdictions. The solution is a blend of custom-built and large-scale web -based commercial applications hosted on the secure Azure platform and powered by Citrix Podio, a cloud -based customer relationship management (CRM) solution. Microsoft Azure is a cloud platform backed by more than ninety (90) compliance certifications, including FedRAMP compliance, NIST Cybersecurity Framework compliance, ISO 9001 compliance, and SOC compliance. ERAP Customer Portal Pre -application (basic intake) Frequently asked questions (FAQ) .NET, Cognito forms ERAP Caseworker Portal Application (data collection) Verification Eligibility determination Payment issuance Citrix Podio, Cognito forms ERAP ECM Verification documents Notices of action DocuPhase ERAP Portal data is stored and protected with a "defense -in-depth" approach to data security, using multiple layers of security to protect the participant's personably identifiable information (PII) data. The ERAP Portal also integrates AWS Connect to provide communication services (call, SMS, email) services for all agents. The ERAP Portal relies on the highly scalable and widely used Cognito forms to gather participant data. Cognito data collection links are embedded in the ERAP Portal's Azure architecture and participant data is routed through Cognito. Cognito is also built on Azure's platform, which provides for a shared cloud -computing environment with the same security and scalability as the ERAP Portal. 17 n�na Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. This application has been pivotal in the successful application of multiple emergency rental assistance programs (ERAPs), including the State of the County, the City of Tulsa, the State of South Dakota, the State of South Carolina, and the Miami -Dade County Public Housing & Community Development (PHCD) department. It has also been instrumental in the success of Section 8 programs at the Chicago Housing Authority, San Francisco Housing Authority, Georgetown Housing Authority, Tallahassee Housing Authority, Marin Housing Authority, and the Housing Authority of Jefferson Parish, among many others. The solution was designed using Azure's best practices to secure all endpoints and access routes to the underlying computer resources and data. An application gateway/firewall is employed to restrict and monitor access to the webserver. A Bastion server is implemented to tightly control access to the underlying servers. VLAN network segmentation is utilized to further restrict access from a network perspective. Data collection in the ERAP Portal is built on top of Azure's high scalability architecture. Using an Azure "App Service," the ERAP portal can be configured to accommodate high scalability use scenarios on demand. The ERAP Portal can be scaled to 100 concurrent servers at a time. The chart provided below shows our Azure -based network and security architecture, which follows Microsoft best practices for scalability and security. WELCOME TO THE Nj-DCA PROGRAM PORTAL Steps to Complete the Application 0 0 CI Step 1: Submit Pre -Application Step 2: Complete Full Step 3: Complete Missing for Waiting List Application Forms m• ^aala,'Milirg e:i r0M 1:1aa7 wew •Droronws se nut.ten-r aFzred. crag Fem. as tv en tip a,.n++aE Step 4: Submit Requested Step 5: Owner Forms and Documents Documents 211 Ell BEI ESN Need Help? Let us know: ESE Application Status Home 1 Application Status Please refer to the information below Application Number: TE7554 Application Status: Approved Owner Status: A Approved Amount Approved: 800 00 Date of determination: 9122/2020 Date payment expected: 9/25/2620 18 n�na Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. 4.1.1 ERAP Portal Fraud Mitigation Measures We designed our ERAP Portal specifically to meet the quality control parameters that other software applications could not. Listed below are some of the steps we take to ensure accuracy: • NMA is an approved vendor with access to the IRS TIN matching system, and all W-9s are validated manually or in bulk prior to payment being rendered. • We use the Melissa Global Intelligence system to identify each discrete physical address and align a multitude of additional location information with the address. 4.1.1.1 Data Integrity & Preventing Duplication of Benefits A major responsibility of administering government program is to ensure proper controls are in place to detect and prevent fraud, waste, and abuse of government spending. To this end, NMA's proprietary system integrates with global data intelligence providers to drive quality data -driven decisions. 4.1.1.2 Standard Validations NMA performs standard duplication of benefit checks by comparing applicant social security numbers. However, NMA also incorporate a unique approach to address validation, and uses IP addresses to further detect fraud. 4,1.1.3 Date MAI( Old Address 1.1s .)15 1000093093 2/15/2015 1000044910 2/15/2018 6976610214 3'15/2018 1704012551 RR 1 Bon 247A Shelbyville IL 62565-9611 1710 Marable PI Shelby NC 28150-9708 5309 Winner Rd Kansas City MO 64127-1753 1058 Foster Square Ln San Mateo CA 94404-2582 Our Unique Approach to Address Validation New Address Result Codes (Changes] 1 182 County Highway 6 Shelbyville IL 62565-4227 1701 Marables PI Shelby NC 28150-9708 5309 Winner Rd Kansas City MO64127-1738 1058 Foster Square Ln Foster City CA 94404-2582 AC08,AC10,AC20 AC10 AC08,AC99 AC03 In addition to the standard duplication checks by social security number, NMA also screens for duplicate applications at a unit level. This is not done through standard address validation but by using a global intelligence provider that assigns a persistent key to every unit and building that is serviced by the United States Post Office. This is important because it is not uncommon for an address to have more than one (1) valid and deliverable address. By using a persistent key, we can identify specific addresses with more than one application regardless of the address name, social security number, or even or applicant name. We don't stop there; the persistent key unlocks data to more information associated with that unit that is used to evaluate risks of fraud. 19 n�na Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. 4.1.1.4 IP Address Review Our IP address review prevents duplication based on IP addresses. Our system collects the IP address used to submit any information through our system. This allows our Program Integrity teams to carefully review applications and owner documentation submitted with the same IP addresses or where the IP address is not consistent with the applicant or owner addresses. 4.1.1.5 Verifying Accuracy of Direct Deposits As we know, those trying to commit fraud get smarter and more creative each day. As such, NMA further extends its verification checks to the bank where funds will be deposited into. This allows us to verify that the account is correct for each direct deposit request prior to authorizing payment to be transmitted. In real time, we are able to confirm bank account ownership and authority to transact for consumer and business accounts. IP Address Location IFass 45.18.242.155 City Hollywood State or Region Florida Postal Code 33021 Country United States ISP Att Internet Services Results Bern Reference: 1168400 Tii m stamp: 1 t712021 11 06:42 PM Bank Name: SUNTRUST Date Account Added To Real -Time Network: 772312009 Uahr Account Was 4451 Updated 5+-1512420 Verification Results Account Response Code: 1111 Account Verified — The checking account was found to be an open and valid account. Customer Response Code: CP I1 Information submitted faded Customer a uthentioahlion, Verification Response: Declined 20 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 4.1.2 Document Management Our team utilizes state-of-the-art technology that is flexible and adaptable to consume information from a variety of sources, including direct scans, portal uploads, and faxes, all while maintaining native file formats for ease of transfer to agency enterprise content management (ECM) solutions. c.f.) DOCU0 0 S) 5eert4 moue 6AI11nl3674605 APPLICATION'. 55655 90al9 Nora MASS -505TON METRO SIN 0MP10eleuAlbe1151115 sOPSC. F at Name ASC. MI Name ASC O file. Noce naVueem 19 F11511.64 Lint Name IMBaI Domm nr Cage Dammam oesc,lpimn NMnbe. Name Ooeumenr Scams Locauon Nel Pmul c ❑ a nee N66I1157 .N_ ._17 0164531 Income .me,C 111111111,..1 Cana IJ ® 00 5n8.114a1 I^IMF 111aeoet RUT App0al5 LOglIND ® AR 0560.e ■. MON 1:162RR, xm.Oaomam. mikN0Nmwa Renan1 Coen. = i 4m 000114. r. Ir 4102011 PAFi e9ouulwn MICA'. c.e�no ❑ ® NM 85811467 MOM 1/Ia2821 name mumunts MYM941Na 011*41 c991119 ❑.�los rnwla [icaee ra.eriea Ck Ea a D LC CI El UNIT. EL.CTIVC COW.. CO MC Earn In. tilwm a 6412a. 20NEC454 0B 1. 674.64 rv2'. ee., lime 06 20.400 i.00 45.92 2 51: 255.5 20.4600 6..OB 1.. 154. Y2 Madr.� Gel a. SS .56 I ,Y12.22 Bueu 3.500.00 COV 18 P:.{m Pav 655.20 O4OY Pry 53.066.00 36,131.14 0420002na 5m14tay FS..1 ...a Tee-140.66 2.522.03 Sooel 5etany Tp. 2,240.50 Tax .19.a9 323,99 Slate Income .r L. i6.25 Nva 1, Pas Fanny Fay Leave ens n . 75 46.96 NM Pay cNaa n1651.69 ask 66.5 mrs pea. are 59355. m Earnings Statement Pr. 69�a ng Par Date. .u.22C2.i MI GARDEN STREET 010 OAMBRIDGE MA 02130 In,olion rema� aM Ilapoelent Not. ro 21 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 4.1.3 Reporting NMAs application portal includes a comprehensive executive dashboard and detailed reporting. Obligated, Approved and GoalAmourt •Obllgated •Approved GoalAmount SLIM Obligated $0M S20M 540M Obligated. 4,-oved and noalamounl 72M Status Review Finalized Pending Payment Processing Total Count 10363 79 10442 560M Disbursed 30M 72M $BOM Applications Status ❑ Select all ❑ only Missing Owner Docs 7 Pending Payment Processi... Pending Policy Guidance Pending Return to RAA Pending Review Review Finalized Reviewed 112512021 9:52:57 AM Duplicate Applications For Same Address Unit Unique MAK ID Count of Unique ID 1132057185 =i 1164205745 1164694789 .1 1178922818 71 1287788915 .1 1342234574 1485506097 1 2392939255 2466558726 1 2550807757 2643932973 71 2686111917 2812847726 1 2977664230 1 2997747626 1 3199988796 3413383364 71 3471743900 3790616706 .1 4145539837 42,32811678 =1 4402762987 7i 4489215053 1 4614304329 4871403051 =1 5052435395 51 77A72Fi07 Total 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 127 22 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 4.1.4 Productivity Tracking Staff Name 16 17 e 5 I" 4 II ® 11 1 3 h 1 e 5 O 8 M 3 e 11 ei 6 l+ 1 23 1 19 1 16 13 1 20 l~ 1 ® 5 4 O 5013 Fa180100 9 FM1 1 4 It 2 Fa 16 1 17 5 2 ▪ 1 e 12 PI 23 el 12 a 10 1 19 e 5 Fa 1 I' 3 F 3 I' 3 I' 1 1 2 1 3 0 7 1 3 1 4 1 3 1 4 5 Qj 12 5 1 2 1 3 el 5 III 16 1 16 a"f// 11 5 1 22 7 5 F 2 F 1 I' 1 I- 41 F 16 0 5 1 4 10 la 2 l• 3 1 2 N 1 h 1 1 3 ccFMa 1 I_ 19 �J 16 12 6 I- 3 I`_ 16 17 13 I' 4 1..p. 1 I' 1 28 26 21 1 17 1 20 Total 3 3 348 504 478 I_ 4 0 PI 16 26 1- 2 l 1 PI 1 III 17 `I`' 2 Mi f' 311P Ea 1a 2 3 7J BO ECI n�na Nan McKay AND ASSOCIATES, INC 4.2 Process Overview Our team leverages the strategic deployment of supportive resources surrounding our ERAP and EUAP programming to ensure an agile program that can pivot and surge as necessary to serve the City and all applicants. We believe that strong Program Management Office (PMO) structure, process and policy management, reporting, financial management, and ongoing monitoring and compliance are the cornerstones of any successful programmatic operation. While our team performs ongoing quality control (QC) and quality assurance (QA) activities throughout every step of the operations process, we also leverage teams independent of the operations staff to structure audit, financial management, and monitoring activities to ensure compliance with all federal and state requirements. Emergency Rental Assistance Program Nan McKay & Associates, Inc. PMO Competencies 4.2.1 Program Management Office The mission of our Program Management Office is to ensure that the Emergency Rental Assistance Program is administered efficiently, in a compliant manner, and provides the maximum benefit to the citizens of Miami who are most in need. Additionally, our aim is to track and report on key performance indicators to the City and report on critical information to the general public. In order to effectively administer this program, we will assign dedicated and experienced professionals to understand Miami's needs, recommend best practices, and lead the discrete workstreams that sit within the Program Management Office. Our team will include project managers, fresh from some of the largest government programs focused on COVID-19 recovery around the country. We believe that a key reason that project management is often disconnected and ineffective is because the tools, methodologies and, often, managers themselves create an undue burden on stakeholders. For that reason, we bring a light touch, using tools with which people are familiar and shorter, more "real-time" meetings, decreasing the hurdle for people to participate. 24 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC 4.2.2 Process and Policy Management & Coordination with Operations and Case Management This workstream will be focused on reviewing your processes and document policies, and will act as the main point of coordination with our Operations and Case Management teams. As appropriate, we will recommend enhancements to your processes, policies, and procedures and will implement those improvements where the City desires. We understand how quickly we will need to ramp up our teams and how quickly things will likely change; new policy updates from U.S. Department of Treasury will need to be immediately addressed. We will have a system set up to quickly adjust our policies and processes, and train up our staff on any changes to minimize disruption and continue to serve Miami residents. 4.2.3 Quality Control 4.2. . i rorensics & rraud With any large amounts of grant money coming in and needing to be disbursed quickly, there is always a risk that there could be a small number of "bad actors" who may try to take advantage of the system to fraudulently spend or request money. Often what we see is that our government clients cannot and do not have the staff with the appropriate qualifications to be able to adequately conduct investigations and monitor these funds to claw back fraudulent claims. This is where our team can provide the City with a deep set of skills and services to assist with these specialized accounting needs. Our team has a deep bench of accountants and forensic monitors who focus on forensic monitoring, accounting, and investigations. 4.2.3.2 Monitoring Our team has a tried-and-true approach to monitoring grant management programs, and rental programs specifically. We will work with the City to determine appropriate file sample size and would recommend reviewing more of the applications as the process is started, since the process will be new. Flagging any instances of noncompliance at the beginning will allow any policy or procedure adjustments early on. We would continue to monitor a sample of applications on a monthly basis, changing the focus of our testing as the program develops. Our quality control team will analyze the Federal Emergency Rental Assistance Program for compliance with federal and state regulations as well as program rules and guidelines. Our monitoring and compliance activities include: • Creating review procedures and checklists; • Conducting reviews of program applicant files for compliance and completeness utilizing a sampling of a predetermined number of files; 25 Emergency Rental Assistance Program Nan McKay & Associates, Inc. Nan McKay AND ASSOCIATES, INC • Reviewing observations for corrective action for in -progress and closed applications; • Performing regular risk assessment, mitigation, and status tracking to close out any identified issues and risks; • Developing written and verbal briefings on compliance requirements for the program; and • Assisting with program closeout activities, as required. 4.2.4 Working with Property Owners Most government programs are two-way transactional programs between the benefits recipient and program. However, all rental programs have an additional layer of regulatory complexity because they maintain a three-way relationship between the applicant, the program, and the owner of the property. As the largest private administrator of HCV programs in the country, we have mastered these program nuances and actively service over 30,000 owners each year. We speak from experience when we say that the success or failure of a rental program is not always in the design of the program but rather if owners are willing to participate in it. As such, we approach our administration of these programs with a focus on building relationships with the owner community and positioning the program as a valued partnership which further assures our ability to ultimately meet the needs the families participating in the program. 4.2.5 Customer Service The NMA team utilizes a multi -tier approach to resolving complex or escalated customer service cases. Ongoing customer service coaching will be provided to call center representatives and reviewers, reaffirming NMA's commitment to ensuring a positive experience for all applicants and stakeholders. Data is collected across the entire application lifecycle, including such information as when emails were opened by the end recipient. This data allows the NMA team to create a comprehensive timeline of the applicant's movement through the application process, verify or discredit the complaint, and provide the appropriate resolution. Additionally, NMA analyzes trends in customer service complaints to identify if there are opportunities to enhance the application process, refine program communications, or otherwise improve the customer service experience. In addition to customer service training and responding to customer service complaints, NMA also takes a proactive approach to customer service through continuous communication with tenants and property owners regarding the status of pending applications. SMS text and email updates notify applicants when additional documentation is required, or there is an update to their application status, promoting the timely completion of applications. 4.3 Proposed Project Approach The NMA team will follow a five (5) phased approach to provide the requested services: 26 Nan McKay AND ASSOCIATES, INC Phase I Call Center Phase II Technology Phase III Eligibility Emergency Rental Assistance Program Nan McKay & Associates, Inc. Y Phase IV Compliance Phase V Technical Assistance PHASE I Call Center Our customer service representatives are well versed in ERAP programming and will handle all customer service calls in an expediated and efficient manner. All call center metrics will be reported daily to the City. Our daily call center reports capture: Number of calls per hour and daily totals ___> Daily average hold time Daily average handle time I)aily abandonment rate Significant issues reported 27 n�na Nan McKay AND ASSOCIATES, INC Emergency Rental Assistance Program Nan McKay & Associates, Inc. PHASE II Technology NMA will utilize our ERAP application portal. For details, please see Section 4.1, Program Application Processing System. PHASE III Eligibility NMA's team of experienced reviewers, in conjunction with our call center staff, will assist clients with the eligibility review for program participation. Reviews will begin immediately upon receiving applications. PHASE IV Compliance We begin to think about program closeout on Day 1. Our team of experienced consultants will create a quality control methodology and compliance and monitoring methodology based on industry best practices and recent guidance from the Department of the Treasury. NMA's QC team will develop and implement a parallel QC effort for both the call center and eligibility workstreams. Our methodology and QC plan will be presented to the City for review and approval prior to implementation. PHASE V Technical Assistance During Phase V, the NMA team will provide the City with ongoing technical assistance related to CARES Act and COVID relief funding. NMA's team of experts who are working on similar projects across the country will be available to advise the City with regards to programmatic changes as they related to COVID funding. 4.3.1 Timeline Provided below is a sample project schedule for the City's reference. Upon contract award, we will work collaboratively to develop a detailed project schedule that aligns with the City's goals and team availability. Application opens upon contract execution • Program launches • First payment issued • 50% of payments issued • 70% issued • 100% • December 30, 2021 Project Closeout 28 n�na Nan McKay AND ASSOCIATES, INC 5. PRICING Emergency Rental Assistance Program Nan McKay & Associates, Inc. Title Rate Hours Per Week Hours Per Month 9 Months Total Program Director Manager Technology Lead Supervisor Housing Specialist Call Center Lead Call Center Specialist 150 0.25 40 170 382.5 95 1 40 170 1530 150 0.25 40 170 382.5 65 1 40 170 1530 55 3 40 170 4590 55 35 3 57,375 145,350 57,375 99,450 252,450 40 170 1530 84,150 40 170 4590 160,650 Grand Total: $856,800 29 n�na Nan McKay AND ASSOCIATES, INC 6. RESUMES Emergency Rental Assistance Program Nan McKay & Associates, Inc. Included within this section are full resumes of NMA's proposed key personnel. 30 Jacqueline Stout Senior Consultant EXPERTISE Disaster Recovery & Resilience Strategic Planning CDBG-DR Grant Administration Federal Procurement Regulatory Compliance Operational Efficiencies Stakeholder Engagement EDUCATION University of Illinois at Chicago Chicago, IL Bachelor of Arts, Political Science CERTIFICATIONS Public Housing Rent Calculation CONTACT INFORMATION Email: jstout@nanmckay.com Phone: 630.677.4803 PROFILE Jacqueline is a Senior Consultant at Nan McKay & Associates (NMA) with experience providing disaster recovery grants management, program management, monitoring and compliance, strategic planning, and development of program guidelines and standard operating procedures. Jacqueline specializes in collaborating with clients to develop and implement improved operational processes and ensure client compliance with local, state, and federal regulations. Jacqueline's expertise is in federal procurement and regulatory compliance, grants management, and policy analysis and development. EXPERIENCE Senior Consultant Nan McKay & Associates, El Cajon, CA 1 March 2018 to Present • Provides overall grants strategy, management, administration, and technical assistance for CARES Act, CDBG-DR, FEMA Public Assistance, and other funding sources. • Performs program design, action plan development, process improvement, and provides realistic and effective recommendations for overall best practices. • Collaborates with federal, state, and local entities, conducts stakeholder outreach, and provides training. • Analyzes and develops improved and federally compliant procurement processes and strategies. Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Harris County, Texas Provided program strategy, planning, and execution for the monitoring and compliance of Harris County COVID-19 CRF programs: • Provided legislative analyses, technical assistance, and program development. • Provided research and recommendations on effective non-profit partners to act as program administrators for the County's various COVID related recovery programs. • Established compliance and monitoring structures for both the Small Business Relief Program and the Rental Assistance Program, which included developing compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • CONTACT: To be provided upon request. Project: Grant Assessment, Strategy Formulation and Maximization of CARES Act funding for State of South Carolina' Role: Subject Matter Expert I June 2020 to Present • Identify funding and eligibility requirements of federal funding available in response to COVID-19 and develop strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Establish the policies, procedures, and documentation for the end -to end grants management process. • Provide as -needed technical assistance and training on federal regulatory compliance. Project: COVID-19 Support Services for Cook County, ILA Role: Associate II I May 2020 to Present • Review, analysis, and recommendation of best practices for Cook County Purchasing and Procurement Procedures and contract templates in relation to COVID-19 expenditures. • Provide as -needed technical assistance and training on federal regulatory compliance. Project: COVID-19 Support Services for Tarrant County, TXI Role: Associate II I May 2020 to Present • Review, analysis, and recommendation of best practices for Tarrant County Purchasing and Procurement Procedures and contract templates in relation to COVID-19 expenditures. • Provide as -needed technical assistance and training on federal regulatory compliance. Project: Rapid Assessment of Internal Policies and Procedures for COVID-19 Response for City of Albuquerque, NMI Role: Associate II l April 2020 to Present • Evaluate current policies and procedures and recommend overall best practices to ensure compliance with requirements of various federal funding sources. Project: Hurricane Harvey FEMA-PA & Other Grant Administration for Harris County, TX l Role: Associate II l June 2018 to Present • Overall grants management and program administration of HUD CDBG-DR, FEMA Public Assistance, and other funding sources. • Procurement guidance and training, development of guidelines and standard operating procedures, oversight and regulatory compliance, project and grant closeout activities, stakeholder and public outreach activities, and providing technical assistance and training on federal regulatory compliance. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: Professional Administrative Support Services for City of J oplin CDBG-DR l Role: Consultant l March 2018 to September 2018 • Provided program administration, developed updated policies and procedures, performed risk assessment, identified technical, financial, and regulatory risks, assisted with HUD and other State audit visits, performed regular compliance reviews of CDBG-DR funded projects assessment, and developed written and verbal briefings on CDBG-DR compliance related issues, and providing training to City staff and vendors on CDBG-DR compliance. • CONTACT: Troy Bolander, Director, City of Joplin, 602 South Main Street, Joplin, MO, (417) 624-0820 ext. 510, 1'Bolande@Joplinmo.org Quality Assurance Manager The Habitat Company, Chicago, IL I July 2016 to March 2018 • Supervised all quality assurance and procurement activities within the Habitat Affordable Group for over 10,000 affordable and public housing units. • Oversaw all capital improvement projects and construction processes, provided project management, negotiated contract modifications and extensions, and monitored all aspects of the terms of a contract. • Analyzed and developed procurement and onboarding training processes, ensuring consistent management practices and increased compliance with federal regulations. • Maintained strong focus on cost efficiency to achieve operational goals. • Implemented and managed an internal Section 3 Hiring Process. • CONTACT: To be provided upon request Associate Resource Manager Razorfish, Chicago, IL I August 2015 to July 2016 • Supported the Resource Management team to ensure that projects are staffed and employees utilized to the best advantage for the client. • Communicated assignment and deliverable information to project management and client teams. • Performed resource planning and allocation and secured future work opportunities. • CONTACT: To be provided upon request Procurement Specialist The Habitat Company, Chicago, IL I September 2014 to August 2015 • Managed all outsourced services and supplies for Chicago and St. Louis public housing properties. • Improved company compliance with Housing and Urban Development (HUD) procurement and compliance requirements. • Supervised procurement cycle from inception to close out, including conducting outreach, generating estimates, evaluating and analyzing bid responses, and awarding over $2M in contracts within one fiscal year. • Monitored vendor relationships, promoted the use of MWDBE and Section 3 businesses, and ensured vendor compliance with federal labor laws. • CONTACT: To be provided upon request Program Auditor Chicago Low -Income Housing Trust Fund, Chicago, IL I May 2013 to September 2014 • Managed Rental Subsidy Program agreements and evaluated contracts for compliance. • Assisted with special projects, including the Streets to Home Initiative and the Multi -Year Affordability through Upfront Investment program (MAUI). • Conducted assessments of tenant income verification forms, calculated tenant rent, and identified housing for applicants. • Analyzed programs and initiatives, drafted annual reports, and maintained internal inspection databases. • CONTACT: To be provided upon request Nathan Paufve Consulting Manager EXPERTISE 3 Program Design O Regulatory Compliance O Grant Administration O Disaster Recovery and Resilience O Procurement O Policy and Procedure Development 3 Internal Audits EDUCATION University of Chicago 'Chicago, IL Master of Arts, Public Policy North Central College Naperville, IL Bachelor of Arts, Psychology CERTIFICATIONS Project Management Professional ISO 9001:2000 Internal Auditor CONTACT INFORMATION Email: npaufve@nanmckay.com Phone: 800.783.3100 PROFILE Mr. Nathan Paufve is a Consulting Manager in Nan McKay and Associates' Professional Services practice and is a certified Project Management Professional (PMP) with expertise in program design and implementation, strategic planning, grants management and administration, regulatory compliance and monitoring, risk assessment and internal controls, program and project management, process improvement, workflow mapping and design, and measuring performance. He specializes in working collaboratively with federal, state, and local entities to develop and implement grant funded programs that address strategic disaster recovery, resiliency, social vulnerability, housing, and economic development. EXPERIENCE Consulting Manager Nan McKay & Associates, Inc., El Cajon, CA I January 2018 to Present • Past Positions: • Senior Consultant I Nan McKay & Associates, Inc. 12015 to 2018 • Consultant I Nan McKay & Associates, Inc. 12011 to 2015 • Operations Supervisor I Nan McKay & Associates, Inc. 12011 Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Harris County, Texas Provided program strategy, planning, and execution for the monitoring and compliance of Harris County COVID-19 CRF programs: • Provided legislative analyses, technical assistance, and program development. • Provided research and recommendations on effective non-profit partners to act as program administrators for the County's various COVID related recovery programs. • Established compliance and monitoring structures for both the Small Business Relief Program and the Rental Assistance Program, which included developing compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • CONTACT: To be provided upon request. Project: City of Miami, Florida ERAP NMA manages over 15,000 HCV contracts for Miami -Dade County Public Housing & Community Development (PHCD), including 193 homeownership vouchers and 180 families participating in the FSS program. We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. NMA utilizes the Emphasys Elite software system in the day-to-day administration of the PHCD's HCV program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). In addition, NMA provides full -service call center support for the PHCD's HCV and ERAP programs. • CONTACT: Taycha Santos, Miami, FL, (305)-202-2423, taycha.santos@miamidade.gov Project: State of NewJersey ERAP I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New Jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw. • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RAFT) program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RAFT applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner. • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: Harris County, Texas I Role: Consulting Manager I Present • NMA, in support of the Guidehouse team, is assisting Harris County with programming related to Harris County's COVID-19 Relief funding and related grants. In addition to legislative analyses, technical assistance, and program development, NMA has assisted with the identification of non-profit partners to act as program administrators, for various COVID related recovery programs. NMA has established compliance and monitoring structures for both the Small Business Relief Program, and the Rental Assistance Program. • Developed compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • Conducted initial risk review of subrecipient administrator • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: Grant Assessment, Strategy Formulation and Maximization of CARES Act funding for State of South Carolina' Role: Subject Matter Expert I June 2020 to Present • Identify funding and eligibility requirements of federal funding available in response to COVID-19 and develop strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Establish the policies, procedures, and documentation for the end -to end grants management process. • Provide as -needed technical assistance and training on federal regulatory compliance. Project: Harris County, Texas I Role: Consulting Manager I January 2018 to Present • Managed a team responsible for creating program design, program guidelines, standard operating procedures, and program forms for all of Harris County's CDBG-DR funded housing recovery programs • Oversaw the development of a comprehensive, multi -faceted community outreach plan, designed to target Harris County's most socially -vulnerable neighborhoods • Facilitated community stakeholder meetings to solicit community input • Provided subject matter expertise and technical assistance on federal regulations, federal procurement regulations, and other cross -cutting federal requirements. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: City of Joplin, MO I Role: Senior Consultant I April 2017 toJanuary 2108 • Developed a risk -based monitoring plan, managed monitoring staff, executed program compliance monitoring reviews, facilitated project and grant closeout activities. • Oversaw updates to the Joplin CDBG-DR Compliance Manual and established project and program record keeping and document management protocols. • Managed technical assistance and training staff who created and provided training and technical assistance to grantee and subrecipient staff and contractors. • CONTACT: Troy Bolander, Director, City of Joplin, 602 South Main Street, Joplin, MO, (417) 624-0820 ext. 510, 113olande@Joplinmo.org Project: Commonwealth of PA I Role: Senior Consultant I September 2015 to May 2017 • Provided regulatory expertise to KPMG on HOME, CDBG, NSP, ESG, HOPWA and FEMA PA programs. • Lead project task teams in completing program compliance monitoring reviews of subrecipient activities. • Provided technical assistance to the KPMG project management office. • CONTACT: To be provided upon request Project: City of Joplin, MO 1 Role: Consultant I February 2014 to September 2015 • Managed a team responsible for the program administration of a homebuyer downpayment assistance program that provided almost $20 million to approximately 600 households. • Project managed the design and implementation of a custom workflow and electronic document management in the first thirty days, resulting in streamlined and automated program processes. • Facilitated policy and procedure development for the Joplin Homebuyer Assistance Program. • CONTACT: Troy Bolander, Director, City of Joplin, 602 South Main Street, Joplin, MO, (417) 624-0820 ext. 510, TBolande@Joplinmo.org Project: Chicago, IL I Role: Consultant I December 201 1 to April 2014 • Provided regulatory and operational subject matter expertise for Deloitte & Touche, Washington, D.C. on the HCV program; routinely handles consulting engagements for NMA that focus on program assessment, workflow mapping and design, data collection and analysis. • Collected system requirements from Department of Housing and Urban Development (HUD) management and staff for development of HUD's Next Generation Management System- a system that integrates the functions of the Voucher Management System (VMS), the PIH Information Center (PIC), Enterprise Income Verification (EIV), HUD's Central Accounting and Program System (HUDCAPS), and other disparate legacy systems. • Worked closely with Deloitte project manager to keep tasks on time and within scope. • CONTACT: To be provided upon request. Project: Chicago, IL I Role: Operations Supervisor I January 201 1 to December 2011 • Supervised a team of seven housing specialists and a clerk responsible for the case management of approximately 1500 Family Self -Sufficiency participants, nearly 300 Homeownership participants, and almost 750 MTW voucher program participants. • Assisted executive management in evaluating existing business processes and procedures, identified and implemented process improvements, and improved overall timeliness and service delivery. • CONTACT: To be provided upon request. Senior Associate Quadel Consulting Corporation, Chicago, IL I June 2007 to Dec. 2010 • Developed, implemented, and monitored a funding utilization plan to ensure that 98 percent of allocated vouchers and payments were utilized. • Audited Project -Based Contract Administration (PBCA) operations and quality assurance systems of subsidiaries, identified weaknesses and opportunities for improvement, and made recommendations for enhancement and improved effectiveness resulting in successful ISO certification. • Led pre -audit reviews utilizing Department of Housing and Urban Development (HUD) systems PIC, EIV, and ad hoc reports which identified more than 560 potential multiple subsidy cases, a risk of $1 1 million of incorrectly paid housing subsidies. • Created a centralized workflow tracking and reporting tool. Sammy Rosario Process Improvement Manager EDUCATION Seminole Community College Business Administration CERTIFICATIONS IBM Server Library & Objects CL Programming CONTACT INFORMATION Phone: 800.783.3100 PROFILE Sammy Rosario facilitates process improvement and provide project management services across management and administrative departments to improve the quality of work and staff satisfaction. Working closely with project directors, consultants, and corporate teams, to utilize state of the art technology and other software systems in their current state, including process automation, database management software, and department -specific data; to identify and prioritize improvement opportunities, and design and implement new processes and programs in diverse administrative areas. EXPERIENCE Process Improvement Manager NMA j 2019 to Present • Independently customized and implement process improvement methodologies. • Transition manual intensive task into program automation via business intelligence tools. • Analyzed current management data to develop strategies around discrepancies in manual analytical data. • Consult with management to expediently take process improvement ideas from inception to implementation using project management techniques. • Transform technology to position programs to have dramatic results. Design business -focused IT strategies to maximize now opportunities while preparing for the future. Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Harris County, Texas Provided program strategy, planning, and execution for the monitoring and compliance of Harris County COVID-19 CRF programs: • Provided legislative analyses, technical assistance, and program development. • Provided research and recommendations on effective non-profit partners to act as program administrators for the County's various COVID related recovery programs. • Established compliance and monitoring structures for both the Small Business Relief Program and the Rental Assistance Program, which included developing compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • CONTACT: To be provided upon request. Project: City of Miami, Florida ERAP 12014 to 2024 NMA manages over 15,000 HCV contracts for Miami -Dade County Public Housing & Community Development (PHCD), including 193 homeownership vouchers and 180 families participating in the FSS program. We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. NMA utilizes the Emphasys Elite software system in the day-to-day administration of the PHCD's HCV program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). In addition, NMA provides full -service call center support for the PHCD's HCV and ERAP programs. • CONTACT: Taycha Santos, Miami, FL, (305)-202-2423, taycha.santos@miamidade.gov Project: State of New Jersey ERAP I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New Jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw. • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RAFT) program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RAN' applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: City of Tulsa ERAP I August 2020 to Present NMA has assisted the Tulsa Housing Authority (THA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (ERAP). NMA worked closely with the City of Tulsa, the THA, and a local nonprofit, Restore Hope. Together, we assisted in the distribution of approximately $40 million in rental assistance to residents. NMA provided for all program management, case management, intake and eligibility, quality control and quality assurance, and financial oversight for ERAP. Additionally, NMA provided for ongoing technical assistance related to the CARES Act and COVID funding. NMA deployed a full lifecycle technology solution that leverages our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. Our team also ran a full -service call center to support and promote the ERAP program. • CONTACT: Becky Gligo, Director of Housing Policy, Mayor's Office, (619)277- 8777, bgligo@housingsolutionstulsa.or. Project: Harris County, Texas I Role: Associate II I Present • NMA, in support of the Guidehouse team, is assisting Harris County with programming related to Harris County's COVID-19 Relief funding and related grants. In addition to legislative analyses, technical assistance, and program development, NMA has assisted with the identification of non-profit partners to act as program administrators, for various COVID related recovery programs. NMA has established compliance and monitoring structures for both the Small Business Relief Program, and the Rental Assistance Program. • Developed compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • Conducted initial risk review of subrecipient administrator • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Principal MRR Technology Group 1201 1 to 2019 • Oversee day to day operations of all projects related to remote processing and call center operations. Lead and mentor Service and management personnel in their individual and collective development (including recruitment, training, motivation, and discipline) • Successful development and implementation of a complete document management transition from a paper environment to a digital environment. Constituted over 17 thousand customer files with over 7.5 million paper scans indexed into one repository and accessible within minutes to the end -user. • Created a subsidiary that manages over 8 thousand online sales a month over three online platforms. With $650,000 in sales shipping products worldwide. Negotiated product imports from two separate countries and manage supplier contracts. CIO Annettie Machuca & Associates 1201 1 to 2013 • Monitored 4 remote offices throughout the United States and Puerto Rico. • Achieved 100% successfully IT startup and implementation of a call center operators through all offices utilizing a centralized systems, centralized document management system, and centralized all hardware and software solution to a cloud - based infrastructure where all offices were on one working network. • Lead 10 Developers and IT support specialists to design outside the box ideas providing efficiencies and cost-effective solutions to their clients. Director Omnicare Inc 11999 to 2012 • Responsible for the process improvement for over 1200 long term care pharmacies within the United States. • Hub and Spoke implementation. Where we utilized strategic demographic locations as HUBs to process the labor-intensive task and provide complete support to those locations where the labor was higher cost and or limited quality labor. • Lead transition team to convert recently purchased pharmacies from their process to corporate mandate processes. • Oversight of Call Center operations in India with over 2000 call center/data entry operators. • Lead team in the transition to centralize all pharmacies into one processing software company -wide which integrated with an automated document management solution. • Monitor the profitability of all outsourcing projects for larger profit margins Odesa Julien Assistant Program Director EXPERTISE Housing Choice Voucher regulations Performance Management Quality Control EDUCATION Miami Dade College j Miami, FL B.A., Business Supervisor and Management CERTIFICATIONS Housing Choice Voucher Specialist Project Based Voucher Management HCV Executive Management HCV Program Management Click or tap here to enter text. CONTACT INFORMATION Email: Ojulien@mdvoucher.com Phone: 786.420.3589 PROFILE Odesa Julien has been with NMA for 6 years and has 11 years of housing experience. She started her career in housing as a front-line staff member, now contributing as Assistant Program Director. She is a motivated professional with a proven record of generating and building relationships, managing projects from concept to completion, and coaching individuals to success. EXPERIENCE Assistant Program Director Nan McKay & Associates, Inc, Miami, FL j August 2020 — Present • Provide direct oversight, organization, and execution of the Tulsa Emergency Rental Assistance Program. • Administer call center for the Miami -Dade, South Carolina, South Dakota, Tulsa, and New Jersey emergency assistance programs. • Monitor progress, set team expectations, and discuss recurring reports with clients. • Coordinate necessary onboarding, training, and support for staff. Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: City of Miami, Florida ERAP 12014 to 2024 NMA manages over 15,000 HCV contracts for Miami -Dade County Public Housing & Community Development (PHCD), including 193 homeownership vouchers and 180 families participating in the FSS program. We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. NMA utilizes the Emphasys Elite software system in the day-to-day administration of the PHCD's HCV program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). In addition, NMA provides full -service call center support for the PHCD's HCV and ERAP programs. • CONTACT: Taycha Santos, Miami, FL, (305)-202-2423, taycha.santos@miamidade.gov Project: State of NewJersey ERAP I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New Jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw. • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RAF') program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RAN'' applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. A s. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: City of Tulsa ERAP I August 2020 to Present NMA has assisted the Tulsa Housing Authority (THA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (ERAP). NMA worked closely with the City of Tulsa, the THA, and a local nonprofit, Restore Hope. Together, we assisted in the distribution of approximately $40 million in rental assistance to residents. NMA provided for all program management, case management, intake and eligibility, quality control and quality assurance, and financial oversight for ERAP. Additionally, NMA provided for ongoing technical assistance related to the CARES Act and COVID funding. NMA deployed a full lifecycle technology solution that leverages our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. Our team also ran a full -service call center to support and promote the ERAP program. • CONTACT: Becky Gligo, Director of Housing Policy, Mayor's Office, (619)277- 8777, bgligo@,housingsolutionstulsa.or. Customer Service Manager NMA/ Miami Dade HA, Miami, FL I May 2019 -July 2020 • Oversee our customer service team • Manage and train customer service staff • Set reasonable customer satisfaction goals and work with team to meet them on a consistent basis • Interact with customers on a daily basis, responding to their questions and guiding them to the appropriate service Operations Supervisor NMA/ Miami Dade HA, Miami, FL I July 2014 - May 2019 • Monitor production, quality control and data integrity of transactions completed by staff • Ensure staff meet and/or exceed NMA performance standards • Ensure staff compliance with the Housing Authority's Administrative Plan, Standard Operating Procedures and HUD regulations • Determine staff training needs; coordinate and provide appropriate training, coaching, etc. • Completion of performance plans, evaluations and disciplinary actions • Evaluate procedures and processes and provide recommendations for program excellence • Ensure staff provides professional and comprehensive customer service to internal and external customers Program Analyst II Quadel Consulting/ Miami Dade HA, Miami, FL 1 January 2014 to July 2014 • Directed a staff of Quality Management and Performance Specialists to ensure quality and SEMAP requirements are met for all PHA's • Developed and issues regular quality control reports, on a monthly or other appropriate interval, including statistical results, analyses, and recommendations • Implemented and monitored quality control standards; evaluates measures employed and their usefulness; recommends changes as needed • Worked closely with the Program Manager to define and develop effective performance indicators and quality control goals and guidelines • Coordinated with Program Manager for audit preparation, SEMAP reviews and confirmation and submission of documents/electronic files to on -site team • Provided training and support to the processors and to the call center agents Program Analyst I Quadel Consulting/ Miami Dade HA, Miami, FL I July 2012- January 2014 • Monitored EIV reporting and assignment for corrective action (deceased, multiple subsidy, identity verification, citizenship, debts owed) • Conducted quality control checks of all automated systems including the document management system • Conducted a random sample of follow-up audits to ensure that errors detected during initial quality control reviews are corrected in the relevant systems • Assisted Management with annual reviews or other HUD initiated compliance tasks, and any other duties as assigned • Monitored System of Record and works with the Operations Manager to ensure corrections are made and that corrective actions are implemented to prevent future occurrences Quality Management Specialist Quadel Consulting/ Miami Dade HA, Miami, FL 1 June 2010 —July 2012 • Conducted quality control reviews according to quality control protocol for eligibility, move -ins, annual re -certifications and interim certifications • Reported any QC errors using QualCheck (Quality Management System) • Met with Team Leaders and Management to review quality assurance findings and related strategies for corrective action Housing Specialist Quadel Consulting/ Miami Dade HA, Miami, FL I March 2019 — June 2010 • Managed a monthly case load of 50-60 files in a housing program assisting 13,500 households • Responsible for the timely completion of annual re -certifications, interims, move - ins and portability certifications • Scheduled recertification appointments with participant and conducted interviews • Collected recertification information, including income and household changes • Obtained current, third party verification in accordance with program requirements and procedures • Calculated maximum and allowable contract rents, tenant and housing authority portions, utility allowance, applied correct payment standard and subsidy standards • Conducted rent reasonableness and negotiated rents with prospective landlords Sarah Quinn Vice President of Operations EXPERTISE Process Management Project Management Workflow Redesign Marketing Events Management Corporate Culture Call Center Management Inspections Administration EDUCATION University of California I San Diego, CA Bachelor of Arts CERTIFICATIONS CAPE Examiner CA Awards for Performance Excellence CA Council for Excellence CONTACT INFORMATION Email: squinn@nanmckay.com Phone: 800.783.3100 PROFILE Ms. Sarah Quinn has been with NMA since 2004. As vice president of operations, she oversees all internal operational functions, including marketing, event coordination, and desktop publishing. She is also responsible for several client management projects and works closely with the team at NMA Inspections (NMAI). In addition, she actively participates in all management -level strategy and planning meetings, carrying long-term strategies down to the department level by implementing the use of department scorecards and individual action plans. She has participated as an examiner for the California Council for Excellence, which helps California's private and public sector organizations achieve world -class results through the principles and criteria of the Malcolm Baldrige Award for Performance Excellence. EXPERIENCE Vice President of Operations Nan McKay & Associates, Inc., El Cajon, CA 12019 to Present • Oversees internal operations and fulfillment activities for all training and products, including desktop publishing, events management, shipping, and process management. • Responsible for oversight of all marketing activities including maintenance of website and shopping cart, email marketing initiatives, tradeshow coordination, and social media activities. • Manages inspections call center, including oversight of inspections scheduling, processing, noticing, and customer call management. • Oversees internal inspections operations, including new client transition and ongoing client management • Lead for corporate customer service, culture, and management team building initiatives • Corporate Baldrige Performance Excellence program lead. Project: State of South Carolina 1 Human Resources Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota I Role: Human Resources Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Ciiy of Miami, Florida ERAP I Role: Human Resources 12014 to 2024 NMA manages over 15,000 HCV contracts for Miami -Dade County Public Housing & Community Development (PHCD), including 193 homeownership vouchers and 180 families participating in the FSS program. We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. NMA utilizes the Emphasys Elite software system in the day-to-day administration of the PHCD's HCV program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). In addition, NMA provides full -service call center support for the PHCD's HCV and ERAP programs. • CONTACT: Taycha Santos, Miami, FL, (305)-202-2423, taycha.santos@miamidade.gov Project: State of New Jersey ERAP I Role: Human Resources I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implentation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New Jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw: • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I Role: Human Resources I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RAFT) program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RAF'1 applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: City of Tulsa ERAP I Role: Human Resources I August 2020 to Present NMA has assisted the Tulsa Housing Authority (THA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (ERAP). NMA worked closely with the City of Tulsa, the THA, and a local nonprofit, Restore Hope. Together, we assisted in the distribution of approximately $40 million in rental assistance to residents. NMA provided for all program management, case management, intake and eligibility, quality control and quality assurance, and financial oversight for ERAP. Additionally, NMA provided for ongoing technical assistance related to the CARES Act and COVID funding. NMA deployed a full lifecycle technology solution that leverages our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. Our team also ran a full -service call center to support and promote the ERAP program. • CONTACT: Becky Gligo, Director of Housing Policy, Mayor's Office, (619)277- 8777, bgligo@housingsolutionstulsa.or. Director of Operations Nan McKay & Associates, Inc., El Cajon, CA I May 2015 to 2018 • Oversaw internal operations and fulfillment activities for all training and products, including desktop publishing, events management, shipping, and process management. • Responsible for oversight of all marketing activities including maintenance of website and shopping cart, email marketing initiatives, tradeshow coordination, and social media activities. Operations Manager Nan McKay & Associates, El Cajon, CA 1 October 2011 to April 2015 • Oversaw internal operations and fulfillment activities for all training and products, including desktop publishing, events management, shipping, and process management. • Responsible for oversight of all marketing activities including maintenance of website and shopping cart, email marketing initiatives, tradeshow coordination, and social media activities. Marketing & Events Manager Nan McKay & Associates, El Cajon, CA I June 2008 to October 2011 • Responsible for oversight of all marketing activities including maintenance of website and shopping cart, email marketing initiatives, tradeshow coordination, and social media activities. • Oversaw events management, including hotel contracting, trainer travel arrangements, and bill reconciliation. Catherine J. Ures Program Director EXPERTISE Grant Administration Project Management Strategic Planning Planning Assessments & Initiatives Disaster Recovery and Resilience EDUCATION University of Southern California Master of Public Administration (MPA), 2008 University of Southern California Bachelor of Arts, Urban Planning & Community Development, 2000 CERTIFICATIONS Secret Clearance Certified Scrum Master CONTACT INFORMATION Email: Catherine.ures@nanmckay.com Phone: 800.783.3100 PROFILE Ms. Catherine Ures is the Vice President of Professional Services for Nan McKay and Associates, with over 18 years of professional experience in community redevelopment, recovery, and strategic planning. Catherine has the unique qualifications of having worked in a management capacity in both the public and private sectors. Catherine's public service encompasses over a decade in California municipal government, in both the affordable housing and redevelopment fields. Her time in the private sector has focused on: serving federal, state and local entities with strategic planning, urban design, grants management, disaster recovery, HUD program management, FEMA program management, federal procurement, monitoring & compliance, and training. EXPERIENCE Vice President Professional Services Nan McKay & Associates, Inc., El Cajon, CA 12018 to Present • Manages all disaster recovery engagements, and related program creation for active contracts throughout the U.S and Puerto Rico. • Provides technical expertise and management solutions to federal, state, and local arms of government throughout the county. • Manages all consulting and training engagements for NMA, spanning across 99% of PHA's and over 300 cities throughout the country. • Past Positions: • Director of Consulting I Nan McKay & Associates, Inc. 12016 to 2018 • Senior Consultant I Nan McKay & Associates, Inc. 12015 to 2015 • President I Juliette Allen Solutions, Inc. 12014 to 2016 • Senior Consultant I Deloitte & Touche, LLP 12012 to 2014 • Senior Management Analyst I City of Palm Desert Redevelopment Agency 12001 to 2012 Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Harris County, Texas Provided program strategy, planning, and execution for the monitoring and compliance of Harris County COVID-19 CRF programs: • Provided legislative analyses, technical assistance, and program development. • Provided research and recommendations on effective non-profit partners to act as program administrators for the County's various COVID related recovery programs. • Established compliance and monitoring structures for both the Small Business Relief Program and the Rental Assistance Program, which included developing compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • CONTACT: To be provided upon request. Project: State of New Jersey ERAP I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implentation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw. • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RAFT) program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RAFT applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: City of Tulsa ERAP I August 2020 to Present NMA has assisted the Tulsa Housing Authority (THA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (ERAP). NMA worked closely with the City of Tulsa, the THA, and a local nonprofit, Restore Hope. Together, we assisted in the distribution of approximately $40 million in rental assistance to residents. NMA provided for all program management, case management, intake and eligibility, quality control and quality assurance, and financial oversight for ERAP. Additionally, NMA provided for ongoing technical assistance related to the CARES Act and COVID funding. NMA deployed a full lifecycle technology solution that leverages our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. Our team also ran a full -service call center to support and promote the ERAP program. • CONTACT: Becky Gligo, Director of Housing Policy, Mayor's Office, (619)277- 8777, bgligo(ihousingsolutionstulsa.or• Project: Harris County, Texas I Role: Program Director I Present • NMA, in support of the Guidehouse team, is assisting Harris County with programming related to Harris County's COVID-19 Relief funding and related grants. In addition to legislative analyses, technical assistance, and program development, NMA has assisted with the identification of non-profit partners to act as program administrators, for various COVID related recovery programs. NMA has established compliance and monitoring structures for both the Small Business Relief Program, and the Rental Assistance Program. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: Grant Assessment, Strategy Formulation and Maximization of CARES Act funding for State of South Carolina' Role: Subject Matter Expert I June 2020 to Present • Identify funding and eligibility requirements of federal funding available in response to COVID-19 and develop strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Establish the policies, procedures, and documentation for the end -to end grants management process. • Provide as -needed technical assistance and training on federal regulatory compliance. Project: Harris County, Texas I Role: Program Director I November 2017 to Present • NMA has worked with Harris County to receive a direct carve out for Harris County of $1,115,386,829.00 in CDBG-DR funds. Catherine lead the development of a supplemental action plan to outline Harris County's integrated recovery efforts. Catherine's team has assisted in the development of resiliency programming for infrastructure, housing, and economic development for Harris County. Specifically, her team helped conceptualize the program designs for seven housing recovery programs. These programs range from a buyout program to rehabilitation to new housing development. To target programming to the local needs of Harris County, NMA provided a variety of program models for consideration, conducted community outreach to gather local input, and provided research to evaluate the appropriate target areas and amounts of assistance for each program. When the local program needs were not in line with the State's program guidelines, NMA helped successfully request waivers to the State of Texas' program guidelines. NMA worked hand in hand with Harris County's Community Services Department to develop a multi -faceted community outreach plan to target those communities most at -risk from the disaster, and reaching the most vulnerable populations. Catherine's team has created procurement policies, processes, and forms to be compliant with the regulations at 2 CFR 200. Her team also,created County specific trainings for procurement, WMBE, Section 3, and Davis Bacon and Related Acts training to County Purchasing Office staff, program department staff, County subrecipients and contractors. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: City ofJoplin I Role: Program Director' July 2017 to Present • City of Joplin, Missouri, Catherine and her team were engaged to develop a robust monitoring and compliance program for all disaster related housing and infrastructure projects and programs. Catherine lead the team through frequent HUD audits, oversaw updates to the Joplin CDBG-DR Compliance Manual, and managed technical assistance and training staff who created and provided trainings to grantee and subrecipient staff/contractors. • CONTACT: Troy Bolander, Director/Planning, Development & Neighborhood Services, City of Joplin, Missouri, 602 South Main Street, Joplin, MO 64801, (417)-624-0820 Project: Santa Monica, CA - COVID I Role: Associate 1 May 2020 to Present • Provided technical assistance and research for FEMA application submissions for the City of Santa Monica regarding COVID-19 and other federal grant funding sources. • Provided guidance regarding potential COVID related community programming • Conducted extensive review of policy and procedures to ensure compliance with federal requirements Project: Health Care Districts, CA - COVID I Role: Associate I May 2020 to Present • Provided technical assistance and research for health care systems through California regarding FEMA application submissions, and COVID-19 and federal funding resources • Conducted extensive review of policy documents that were submitted to FEMA for grant consideration. Project: San Francisco Housing Authority I Role: Program Director' July 2016 to Present • Catherine's team has assisted with the planning, development, and strategic implementation of the Rental Assistance Demonstration program for the San Francisco Housing Authority. This project includes the repositioning, revitalization, and complete redevelopment of approximately a billion dollars of SFHA real estate, with the purpose of privatizing and renovating all effected properties. • Catherine's team has overseen the relocation of about 2,700 households in two phases as SFHA converts its public housing portfolio to Project Based Vouchers. NMA developed the agency -wide Relocation Plan, with appendices for each of the 8 developer partners working with the City and SFHA to complete the rehabilitation needed at 29 separate developments. All forms, letters, and scripts for communication with residents were prepared by NMA, along with project schedules and an inventory map of available relocation resources. CONTACT: Barbara Smith, Executive Director, San Francisco Housing Authority, 1815 Egbert Ave, San Francisco CA 94124, 415-715-3220 Project: Commonwealth of PA I Role: Senior Consultant I July 2015 to September 2015 • Authored all subject -specific material for the KPMG Federal Grant Monitoring Tool, utilized to determine grant specific compliance. Grants included CDBG, HOME, and NSP. • Authored CDBG, HOME, and NSP workbooks and presentations, for the purpose of educating KPMG staff and contractors on all three funding streams, providing practical application for use in compliance exercise. • Provided subject matter expertise to KPMG on HOME, CDBG, and NSP programs, led project task teams in completing program monitoring reviews of grantee activities. • Provided technical assistance to the KPMG project management office. • CONTACT: To be provided upon request. Deloitte & Touche, LLP, Arlington, Virginia 1 2012 to 2014 • Past Positions: • Senior Consultant I Deloitte & Touche, LLP I August 2012 to 2014 Project: Ciiy of Joplin, MO I Role: Project Manager 12012 to 2014 • Deloitte was contracted by the City of Joplin to assist with the administration and regulatory compliance of a $45 million Community Development Block Grant — Disaster Relief (CDBG-DR) grant award. • Developed, structured, and facilitated the implementation of three successful Affordable Housing Programs which leveraged CDBG-DR funding. Homebuyer Down Payment Assistance Program, Housing Rehabilitation Program, and a Rental Assistance Program. The Homebuyer Down Payment Assistance Program has been recognized as a model program by HUD. • Developed program protocols and procedures for all associated housing and infrastructure projects utilizing the CDBG-DR grant. Interfacing with City staff, local interest groups and non -profits to identify housing need; guide and program for future housing development. Provide financial and contractual oversight for the all current projects outlined in the City of Joplin's CDBG Action Plan. • CONTACT: Troy Bolander, Director, City of Joplin, 602 South Main Street, Joplin, MO, (417) 624-0820 ext. 510, 1'Bolande@Joplinmo.org Project: International Diplomatic Organization I Role: Facility Lead Consultant 12012 to 2013 • Deloitte developed an operational plan for the client's new headquarters (HQ), assisting in deciding the relevant mix of insourced vs. outsourced activities and capabilities. • Led the effort to develop an organizational and operational blueprint for operations & maintenance, logistics, and sourcing activities — incorporating current industry standards and leading practices, while taking into account client -specific requirements and constraints. • Managed the baseline and benchmarking efforts, data collection, evaluation • and analysis for all components of the organizational and operational blueprint • CONTACT: John Walker, Specialist Leader, Deloitte & Touche, 1919 N Lynn Street, Arlington , VA 22209, 301-346-8686, johnwalker@deloitte.com Project: VA/DoD-iEHR/IPO I Role: Schedule Management Team 12010 to 2013 • Deloitte assisted the Department of Defense and the Veterans Administration with the integration of their existing electronic health record systems. • Managed three Integrated Project Schedules (IPS), and worked directly with clients to update project progress and produce analysis of key issues. • Created tools, templates, and standard operating procedures to streamline the scheduling teams' responses to various required reporting documents. All functions were performed in an Agile work environment. • CONTACT: John Walker, Specialist Leader, Deloitte & Touche, 1919 N Lynn Street, Arlington , VA 22209, 301-346-8686, johnwalker@deloitte.com Project Manager City of Palm Desert Redevelopment Agency, Palm Desert, CA 1 2001 to 2011 • Created and brokered an innovative, long-term research agreement with the University of California, Irvine, California Institute for Telecommunications and Information Technology, leveraging a technology incubator studying the long-term social and material effects of energy usage and the viability of energy efficiency tools. • Served as the Project Manager for several multimillion -dollar redevelopment projects including the construction of master planned affordable housing developments, senior affordable housing, workforce housing, core commercial revitalization, civic centers, recreation and open space preservation, and environmentally sensitive urbanscape design. • Successfully managed and negotiated a multi -million dollar core commercial revitalization project, with a seven year life span leveraging joint funding from both the Redevelopment Agency, private developers, and twenty-five business owners. • CONTACT: Lauri Ayalaian, City Manager, City of Palm Desert, 73510 Fred Waring Drive, Palm Desert CA, 760-346-0611, Email laylaian@cityofpalmdesert.org Steven Rosario Senior Director of Program Management EXPERTISE • HCV Administration O Program Audits MTW Initiatives Program Regulations Transforming Operations O Team Building EDUCATION University of Phoenix I Phoenix, AZ Studies: Business Administration CERTIFICATIONS HCV Executive Management HCV Financial Accounting and Reporting HCV Program Management HCV Financial Management Management Skills for Manaaers CONTACT INFORMATION Email: srosario@mdvoucher.com Phone: 786.233.9826 PROFILE Steven currently serves as a senior director for NMA. In this capacity, Steven is responsible for the day-to-day operations of the Miami -Dade Housing Choice Voucher Program. Prior to this, Steven served as the director of some of the largest programs in the country and spent over 15 years consulting with public housing authorities (PHAs) focusing on operational improvement initiatives. He has extensive experience in program and project designs and has earned his reputation for getting HCV programs into High Performing status. Steven is a high energy, fiscally conscious, and goal -driven leader that approaches each new challenge with his intrinsic flair for innovation, creative problem solving, and measured risk -taking to drive positive change in the programs he is entrusted with. EXPERIENCE Senior Director, Program Management Nan McKay and Associates, Miami, FL 12019 to Present • Oversee the day-to-day operations of the Miami -Dade HCV Program. • Plan, direct, coordinate activities related to the Miami -Dade HCV Program ensuring compliance with HUD regulations and applicable County Ordinances. • Oversee staff of 120 and its related supervisory functions. • Administer and enforce housing assistance contracts with owners, brokers, and management agents. • Manage the administrative and subsidy budgets of over $150m. • Prepare and respond to disaster recovery efforts. Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non -Profit and Small Business Assistance Programs. • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Ciiy of Miami, Florida ERAP 12014 to 2024 NMA manages over 15,000 HCV contracts for Miami -Dade County Public Housing & Community Development (PHCD), including 193 homeownership vouchers and 180 families participating in the FSS program. We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. NMA utilizes the Emphasys Elite software system in the day-to-day administration of the PHCD's HCV program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). In addition, NMA provides full -service call center support for the PHCD's HCV and ERAP programs. • CONTACT: Taycha Santos, Miami, FL, (305)-202-2423, taycha.santos@miamidade.gov Project: State of New Jersey ERAP I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implentation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New Jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RAFT) program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RANT applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: Ciiy of Tulsa ERAP I August 2020 to Present NMA has assisted the Tulsa Housing Authority (THA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (ERAP). NMA worked closely with the City of Tulsa, the THA, and a local nonprofit, Restore Hope. Together, we assisted in the distribution of approximately $40 million in rental assistance to residents. NMA provided for all program management, case management, intake and eligibility, quality control and quality assurance, and financial oversight for ERAP. Additionally, NMA provided for ongoing technical assistance related to the CARES Act and COVID funding. NMA deployed a full lifecycle technology solution that leverages our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. Our team also ran a full -service call center to support and promote the ERAP program. • CONTACT: Becky Gligo, Director of Housing Policy, Mayor's Office, (619)277- 8777, bgligo(a,housingsolutionstulsa.or. Director, Program Management Nan McKay and Associates, Miami, FL 12015 to 2019 • Oversee the day-to-day operations of the Miami -Dade Housing Choice Voucher (HCV) Program. • Plan, direct, coordinate activities related to the Miami -Dade HCV Program ensuring compliance with HUD regulations and applicable County Ordinances. • Oversee staff of 120 and its related supervisory functions. • Administer and enforce housing assistance contracts with owners, brokers, and management agents. • Ensure compliance with the Section Eight Management Assessment Program (SEMAP). • Achieved SEMAP High Performer for 4 consecutive years Director, Leased Housing San Francisco Housing Authority, San Francisco, CA 12014 to 2015 • Plan, direct, coordinate activities related to the Housing Choice Voucher and Moderate Rehabilitation Programs, ensuring compliance with HUD regulations and applicable City and County of San Francisco ordinances. • Administer the Annual Contributions Contract between SFHA and HUD. • Respond and enforce the HCV components of the Public Housing Agency Recovery and Sustainability (PHARS) Agreement. • Administer the Project -Based Section 8 Housing Assistance Payments (HAP) Contracts for properties and units in its portfolio, including RAD conversion properties. • Administer and enforce housing assistance contracts with owners, brokers, and management agents. Sr. Housing Consultant Puerto Rico Department of Housing, San Juan, PR 1201 1 to 2014 • Provide expert advice and technical assistance to the Secretary of Housing and regional directors of the Authority who oversee the administration of over 9,000 Vouchers and over 55,000 Public Housing Units. • Provide expert and specialized negotiations with other PHAs, the local HUD PIH office, HUD NJ Office of Fair Housing, HUD headquarters, and other governmental agencies. Program Director Chicago Housing Authority, Chicago, IL 12010 to 2011 • Directed the administration of 38,000 vouchers and 17,000 property owners along with a waiting list with 40,000 applicants. • Coordinated and facilitated communication with the Illinois Department of Children and Family Services, the Coalition to End Homelessness, and the VA Hospital. • Directed and managed an annual operating budget of over $331,000,000.00. • Negotiated performance -based managing contracts of over $52,000,000.00. • Amended Administrative Plan and implemented first -of -a -kind Moving -To -Work (MTW) initiatives. Sr. Housing Consultant Nan McKay & Associates, Inc, El Cajon, CA 12008 to 2009 • Sr. Project Manager on contract with Los Angeles to provide Annual Re - Examination Services through a remote mail operation. • Project Director for Harris County responsible for the transition of over 5,000 DHAP families from the DHAP Program to the HCV Program in 3 months. • Deputy Project Manager responsible for the financial planning, organization, and implementation of a HUD contract to provide Financial Services to the Miami - Dade Housing Agency. • Project Manager responsible to provide utilization and lease -up services to the Puerto Rico Department of Housing. Project Manager Atlanta Housing Authority, Atlanta, GA 12007 to 2008 • Responsible for over 2,000 families processed for eligibility and vouchers issued under AHA's MTW Quality of Life Initiative. • Analyzed operational reports, identified areas of improvement; developed corrective action plans. ■ Represented the Housing Choice Department as an expert witness, reviewed assigned cases and actions taken by Housing Choice, determined if HCV staff actions were appropriate, adjusted and/or corrections as appropriate. John McKay Project Role: Executive Sponsor EXPERTISE Information Technology Executive Management Technology Solutions Strategic Planning Program Assessments Performance Management EDUCATION DePaul University I Chicago, IL Master of Science, Computer Science San Diego State University I San Diego, CA Master of Arts, Information Systems San Diego State University I San Diego, CA Bachelor of Arts, History CERTIFICATIONS HCV Executive Management CA Council for Excellence — Board Member Microsoft Business Solutions Developer IEEE Computer Society Member PROFILE Mr. John McKay has been with Nan McKay & Associates (NMA) since 1998, and has served as the chief executive officer since 2007. Under his leadership, NMA has grown to be known as the gold standard for professional services in the affordable housing industry. Mr. McKay has provided executive oversight for large housing programs for more than twenty (20) years. His experience includes overseeing more than $1B of Housing Choice Voucher (HCV) program subsidy annually: • Chicago Housing Authority - $350M+ annual subsidy; • Miami -Dade County: Public Housing and Community Development - $130M+ annual subsidy; and • State of Kentucky Housing Corporation - $30M+ annual subsidy. After Hurricane Katrina, Mr. McKay was part of the team that worked in Houston and New Orleans, helping create the first Disaster Housing Assistance Program (DHAP) and ran the program for two (2) years in both cities. Mr. McKay helped setup the City of Joplin's Homebuyer Assistance Program (JHAP) office in 2014 and helped with operations through 2018. In 2013, Mr. McKay started an inspections division of NMA known as NMA Inspections, LLC. (NMAI). NMAI specializes in HQS, UPCS, and Residential Rental Inspection Programs (RRIP) for housing authorities, cities, and municipalities. The NMAI team has completed over 1.5M inspections, including more than 250,000 annually for 50+ clients nationwide. Mr. McKay brings his knowledge of housing regulations and industry best practices into his role as project executive on many of NMA's contracts with large clients and HUD. EXPERIENCE Chief Executive Officer Nan McKay & Associates, Inc., El Cajon, CA 11998 to Present • Leads all internal and external company operations for over 600 employees and six corporate offices • Trusted advisor to Federal, State, Local governments throughout the country • Works directly with key clients on engagements, including disaster recovery, program management, organizational consulting, and strategic technology consulting. Project: State of South Carolina Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Developed strategy for State of South Carolina's response using a current state assessment and prioritization based on funding. • Assisted in the development of the SC CARES Program and the State's Non - Profit and Small Business Assistance Programs. CERTIFICATIONS (CONTINUED) Performance Management Institute Member American Society for Training & Development National Contract Management Association CONTACT INFORMATION Email: john@nanmckay.com Phone: 800.783.3100 • Established policies, procedures, and documentation for the end -to -end grants management process. • Developed reporting and documentation processes in accordance with federal funding requirements. • Managed a team responsible for developing the program guidelines, standard operating procedures, templates, and forms required for the SC CARES Program and Non -Profit and Small Business Assistance Programs. • Provided oversight to the intake team and provided assistance in the review, approval, or denial of all subrecipient and beneficiary funding requests. • Provided as -needed technical assistance and training to the State on federal regulatory compliance. • CONTACT: To be provided upon request. Project: State of South Dakota Provided professional grant management services to the State of South Carolina for oversight and compliance of federal funds received in response to COVID-19 through the CARES Act: • Established policies, procedures, and documentation for the end -to -end grants management process. • Provided strategic planning and program development, program administration, and developed recordkeeping and reporting procedures. • Conducted intake, review, and approval or denial of all subrecipient funding requests. • Developed a comprehensive compliance monitoring program and provided oversight over all compliance monitoring activities. • Identified funding and eligibility requirements of federal funding available in response to COVID-19 and developed strategy for State of South Dakota's response using a current state assessment and prioritization based on funding. • Provided as -needed technical assistance and training on federal regulatory compliance. • CONTACT: To be provided upon request. Project: Harris County, Texas Provided program strategy, planning, and execution for the monitoring and compliance of Harris County COVID-19 CRF programs: • Provided legislative analyses, technical assistance, and program development. • Provided research and recommendations on effective non-profit partners to act as program administrators for the County's various COVID related recovery programs. • Established compliance and monitoring structures for both the Small Business Relief Program and the Rental Assistance Program, which included developing compliance and monitoring checklists, testing checklists, and monitoring reporting dashboards for review of the Small Business Relief Program. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: City of Miami, Florida ERAP 12014 to 2024 NMA manages over 15,000 HCV contracts for Miami -Dade County Public Housing & Community Development (PHCD), including 193 homeownership vouchers and 180 families participating in the FSS program. We earned SEMAP High Performer status for three (3) consecutive years with no single file audit findings. We increased utilization to over 99%, overall file accuracy to over 90%, customer satisfaction to over 90%, and owner participation in the program by over 30%. NMA utilizes the Emphasys Elite software system in the day-to-day administration of the PHCD's HCV program. NMA also provided experienced resources to review and determine eligibility for over 8,000 families who applied under Miami-Dade's Emergency Rental Assistance Program (ERAP). In addition, NMA provides full -service call center support for the PHCD's HCV and ERAP programs. • CONTACT: Taycha Santos, Miami, FL, (305)-202-2423, taycha.santos@miamidade gov Project: State of New,Jersey ERAP I November 2020 to Present NMA has assisted the New Jersey Department of Community Affairs (DCA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (CVERAP). NMA provided a full lifecycle technology solution that leveraged our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. The seamless applications process allowed for the distribution of over $90 million in CVERAP assistance to New Jersey residents. In addition to providing ongoing programmatic design and technical assistance, the NMA team provided and oversaw: • Program management and staffing, which included rapid surge staffing of approximately 300 resources • Programmatic quality control and quality assurance • Case management, intake, and eligibility activities • Ongoing technical assistance related to the CARES Act and COVID funding • Establishment, staffing, and operation of a full -service call center. • CONTACT: Elena Gaines, Assistant Director, State of New Jersey, Texas, (609)633-6204, Elena.Gaines@dca.nj.gov Project: State of Massachusetts ERAP I October 2020 to Present The State of Massachusetts Department of Housing and Community Development (DHCD) engaged Accenture to evaluate the causes of a large backlog in application processing for the Residential Assistance for Families in Transition (RANI) program that would enable families to pay their rent and utilities while experiencing a hardship. We provided management and operations support to the largest Regional Administrative Authority (RAA) processing RANI applications: Metro Housing Boston (MHB), among others, to help eliminate the backlog and prevent it from recurring. We also evaluated several other RAAs that had started reporting significant backlogs as well and provided operational support and process improvement to increase efficiencies. In addition, we provided the overall PMO for the Eviction Diversion Initiative, process redesign, and embedded operational/implementation support with select RAAs. Furthermore, we partnered with Nan McKay & Associates to provide operational surge capability for processing of backlog applications in order to get assistance to families in a timely and efficient manner. • CONTACT: Brendan Goodwin, Director for Division of Rental Assistance, Massachusetts, (617)573-1210, Brendan.goodwin@state.ma.us Project: City of Tulsa ERAP I August 2020 to Present NMA has assisted the Tulsa Housing Authority (THA) with the design, operation, and implementation of their recent COVID Emergency Rental Assistance Program (ERAP). NMA worked closely with the City of Tulsa, the THA, and a local nonprofit, Restore Hope. Together, we assisted in the distribution of approximately $40 million in rental assistance to residents. NMA provided for all program management, case management, intake and eligibility, quality control and quality assurance, and financial oversight for ERAP. Additionally, NMA provided for ongoing technical assistance related to the CARES Act and COVID funding. NMA deployed a full lifecycle technology solution that leverages our proprietary processing system, which is an application hosted on the secure Azure platform and powered by Podio's CRM system, stored with Amazon Web Services and backed up in separate AWS datacenter, guaranteeing continuity and ironclad security. Our team also ran a full -service call center to support and promote the ERAP program. • CONTACT: Becky Gligo, Director of Housing Policy, Mayor's Office, (619)277-8777, bgligo@a,housingsolutionstulsa.org Project: Harris County, Texas I Role: Executive Sponsor I Present NMA, in support of the Guidehouse team, is assisting Harris County with programming related to Harris County's COVID-19 Relief funding and related grants. In addition to legislative analyses, technical assistance, and program development, NMA has assisted with the identification of non-profit partners to act as program administrators, for various COVID related recovery programs. NMA has established compliance and monitoring structures for both the Small Business Relief Program, and the Rental Assistance Program. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: Harris County, TX CDBG-DR Grants Management I Role: Executive Sponsor November 2017 to Present • NMA has worked with Harris County to receive a direct carve out for Harris County of $1,115,386,829.00 in CDBG-DR funds. The NMA lead the development of a supplemental action plan to outline Harris County's integrated recovery efforts. • The NMA team has assisted in the development of resiliency programming for infrastructure, housing, and economic development for Harris County. NMA helped conceptualize the program designs for seven housing recovery programs. These programs range from a buyout program to rehabilitation to new housing development. • To target programming to the local needs of Harris County, NMA provided a variety of program models for consideration, conducted community outreach to gather local input, and provided research to evaluate the appropriate target areas and amounts of assistance for each program. • When the local program needs were not in line with the State's program guidelines, NMA helped successfully request waivers to the State of Texas' program guidelines. NMA worked hand in hand with Harris County's Community Services Department to develop a multi -faceted community outreach plan to target those communities most at -risk from the disaster, and reaching the most vulnerable populations. • NMA has created policies, processes, and forms to be compliant with the regulations at 24 C.F.R. 570 and 2 C.F.R. 200. The team also created County - specific trainings for procurement, MWBE, Section 3, and Davis -Bacon and Related Acts training to County Purchasing Office staff, program department staff, and County subrecipients and contractors. • CONTACT: Shain Carrizal, Director/Finance, Harris County, Texas, 1001 Preston Street, Houston, TX 77002, (713)-755-6400, Shain.Carrizal@bmd.hctx.net Project: Chicago Housing Authority I Role: Executive Program Director 12010 to Present • Mr. McKay serves as the executive program director, overseeing: • Program management of 47,000+ HCV, PBV, and Mod Rehab vouchers; • 300 employees in three (3) offices throughout Chicagoland; • Administration of HCV waiting list of approximately 37,000 households for tenant -based, project -based, and special programs; • Management of special programs, including VASH, FSS, FUP, Mobility, Mainstream, Public Housing Relocation, and NED; • Inspection process for 100,000+ inspections annually; and • Administration of customer service center, with 40+ full-time representatives that handle approximately 40,000 calls monthly. • CONTACT: Cheryl Burns, HCV Senior Director, Chicago Housing Authority, 60 E Van Buren, Chicago, IL, (312)-786-4046, cburns@thecha.or• Project: Miami -Dade County: PHCD I Role: Executive Program Director 12014 to Present • Mr. McKay serves as the executive program director, overseeing: • Program management of 15,000+ HCV; • 100+ full-time employees in two (2) offices within Miami -Dade County; • Administration of HCV waiting list of 10,000+ families for tenant- based, project -based, and special programs; • Management of special programs, including VASH, FUP, Mainstream, Public Housing Relocation, and NED; and • Administration of customer service center, with 15+ full-time representatives that handle approximately 30,000 calls monthly. • In October 2018, Mr. McKay facilitated an additional $30M per year in disaster funding after Hurricane Irma on behalf of Miami -Dade County • CONTACT: Crystal Coleman, Director of Contract Administration, Miami - Dade County: Public Housing & Community Development, 70 NW 1 Court, Miami, Florida, (786)-469-4206, cryscol@miamidade.gov Project: City of Joplin CDBGDR Grant Administration I Role: Executive Program Director 12014 to Present • Mr. McKay served as the executive program director, overseeing the program management of the City of Joplin's CDBG-DR JHAP program. Mr. McKay led the transition of the program from the former contractor to NMA, where he hired staff, created the new processes and procedures, and implemented new technology, while ensuring no downtime in client communication and increasing customer service. NMA has helped hundreds of families find and purchase new homes located within the tornado disaster area. • CONTACT: Troy Bolander, Director/Planning, Development & Neighborhood Services, City of Joplin, Missouri, 602 South Main Street, Joplin, MO 64801, (417)- 624-0820, TBolande@Joplinmo.org Project: HUD Asset Management Training & TA I Role: CEO 12009 to 2010 • Mr. McKay was an integral part in this contract with HUD that helped PHAs transition to an asset management operational model. NMA's work consisted of three tasks: developing game -based e-learning courses, providing training summits across the country, and providing onsite technical assistance to agencies. HUD issued formal recognition to NMA for the high quality of program development and delivery. • CONTACT: To be provided upon request. Project: Disaster Housing Assistance Program I Role: Director 12008 to 2009 • Mr. McKay was the project director in this significant project to create and run the DHAP national model in the wake of the Katrina disaster. Mr. McKay oversaw the staff who developed the processes and protocols for issuing DHAP vouchers. NMA staff helped analyze requirements, develop local guidance, policies, forms, videos, publications, and resource material to operate the program. NMA set up the organizational structure for processing large batches of families quickly and working with the landlords to gain and continue support for the program. • CONTACT: To be provided upon request. Project: HUD, RHIIP Initiative I Role: Director 12002 to 2005 • Mr. McKay was the project director for HUD on the RHIIP initiative, which spanned Public Housing, HCV, and Multifamily programs. Mr. McKay worked with HUD to create the tools and techniques PHAs could use to improve the integrity of proper rent calculations. Mr. McKay was also the director and a trainer for the two national conferences held in Florida and California that were attended by over 5,000 HUD and PHA staff. Mr. McKay continued to provide direct services to the Department of PIH and the Department of Multifamily through 2005. NMA was recognized by HUD for exemplary work performance. • CONTACT: To be provided upon request. Project: HUD, TARC I Role: Director 12000 to 2002 • NMA partnered with KPMG and Mr. McKay was the project director on this project to provide assistance to troubled Housing Authorities across the nation. Mr. McKay was the driving force in turning around medium to large public housing programs to improve their PHAS scores. Housing authorities Mr. McKay worked directly with include the San Francisco Housing Authority, Philadelphia Housing Authority, Texarkana Housing Authority, and Prince George Housing Authority. NMA was recognized by HUD for outstanding job performance. • CONTACT: To be provided upon request. Strengthening neighborhoods nationwide since 1980. Guiding communities for decades to come. Nan McKay & Associates, Inc. 1810 Gillespie Way, Suite 202 El Cajon, CA 92020 800.783.3100 619.258.5791 sales@nanmckay.com www.nanmckay.com 3/15/2021 Business Search - Business Entities - Business Programs 1 California Secretary of State Dr. Shirley N. Weber California Secretary of State O Business Search - Entity Detail The California Business Search is updated daily and reflects work processed through Sunday, March 14, 2021. Please refer to document Processing Times for the received dates of filings currently being processed. The data provided is not a complete or certified record of an entity. Not all images are available online. C1356200 NAN MCKAY AND ASSOCIATES, INC. Registration Date: 11/01/1985 Jurisdiction: CALIFORNIA Entity Type: DOMESTIC STOCK Status: ACTIVE Agent for Service of Process: JOHN MCKAY 1810 GILLESPIE WAY, SUITE 202 EL CAJON CA 92020 Entity Address: 1810 GILLESPIE WAY, SUITE 202 EL CAJON CA 92020 Entity Mailing Address: 1810 GILLESPIE WAY, SUITE 202 EL CAJON CA 92020 V Certificate of Status A Statement of Information is due EVERY year beginning five months before and through the end of November. Document Type jj File Date IF PDF SI-COMPLETE 06/03/2020 SI-COMPLETE 11/26/2019 AMENDMENT 03/28/2002 RESTATED REGISTRATION 08/09/2000 MERGER 09/01/1988 MERGER 05/25/1988 REGISTRATION 11/01/1985 * Indicates the information is not contained in the California Secretary of State's database. • If the status of the corporation is "Surrender," the agent for service of process is automatically revoked. Please refer to California Corporations Code section 2114 for information relating to service upon corporations that have surrendered. • For information on checking or reserving a name, refer to Name Availability. • If the image is not available online, for information on ordering a copy refer to Information Requests. https://businesssearch.sos.ca.gov/CBS/Detail 1 /2 3/15/2021 Business Search - Business Entities - Business Programs 1 California Secretary of State • For information on ordering certificates, status reports, certified copies of documents and copies of documents not currently available in the Business Search or to request a more extensive search for records, refer to Information Requests. • For help with searching an entity name, refer to Search Tips. • For descriptions of the various fields and status types, refer to Frequently Asked Questions. Modify Search New Search Back to Search Results https://businesssearch.sos.ca.gov/CBS/Detail 2/2