Transcript Brown Bag Informational

DEPARTMENT OF BUSINESS AFFAIRS
AND CONUSMER PROTECTION
ROSEMARY KRIMBEL * COMMISSIONER
Peter Murawski * Assistant Commissioner
Joseph Karson * Coordinator of Economic Development
2013 Delegate Agency
New Contracts Process – Workshop
CORPORATE
Commercial Support Services (CSS)
January 11, 2013
AGENDA
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Welcoming Statement (Jeffrey Lewelling)
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Program Overview (Joe Karson)
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Contracting Package (Peter Murawski)
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Economic Disclosure Statement (Ben Ho)
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Corporate Status and Conditions (Staff)
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Q&A
1. WORKSHOP OBJECTIVES
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Provide Information on 2013 Delegate Agency
contracting and transition from HED to BACP
Provide Guidance on Contract Process and
Protocols
Support Programs Through Routine Activities :
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Execute 2013 Contracts
Review and process Delegate Agency Vouchers
Monitor Delegate Agencies program Efficiency,
Accountability and Performance.
2. HED CONTRACT AND AUDIT TEAM
Contract Unit Contacts
Name
Tel #
Responsibilities
Email
Peter Murawski
312-744-6228
Division Head
[email protected]
Leonard Obilor
312-744-4773
Team Manager
[email protected]
Sonia Garcia
312-744-6135
Contract Coordinator/Supervisor
[email protected]
Yolanda Knotts
312-744-4283
EDS, Direct Deposits, EFT
(Electronic Funds Transfer), and
other Contract process related
issues.
[email protected]
Lynn Stewart
312-744-0859
Budget, vouchers and monitoring
[email protected]
Brenda Lindsey
312-744-7356
Budget, vouchers and monitoring
[email protected]
3. BACP PROGRAM STAFF CONTACTS
PROGRAM OPERATION CONTACTS
Name
Tel #
Responsibilities
Email
Gina Caruso
312-744-8356 Program Oversight (CSS)
[email protected]
Joe Karson
312-744-4565 Coordinates Program (CSS)
[email protected]
Tamara Harding
312-744-1268 Programmatic Assistance (CSS)
[email protected]
4. CORPORATE PROGRAM OVERVIEW
Work Program Highlights
 CSS (Commercial Support Services) – Economic
Development
Work Program (partial presentation)
E. WORK PROGRAM FOR YEAR 2013 - DRAFT
Form 4
A. Agency Name:
C2: Project Area: North:
South:
East:
West
B. Dept. Program: Commercial Support Services
C3: Agency Area: North:
South:
East:
West
C1. Project Name:
D. Strategy: Provide needed economic development services.
Project Area Information
# Businesses in Project Area
# Jobs in Project Area
TIF Area #/Names and % within Project Area
Activity: Business Development, Retention, Expansion and Recruitment
Outputs
Outcomes
Metrics
Business Referrals and Consultations
Minimum X business referrals to BACP (Department of Business Affairs and
Consumer Protection)
Business Start-Up, Retention and Expansion
Minimum X Consultations. Of those, a minimum of X will be in the TIF
area(s). Consultations to include marketing TIF programs and/or marketing
sites within the TIF area to current or prospective businesses, developers and 1. Agencies provide accurate and thorough assistance to
resolve the businesses' issues and provide guidance on
investors, as applicable.
how to be compliant with regulations
Training & Outreach
Agency participates in mandatory City-provided educational events and
demonstrates understanding of information provided.
Number and names of businesses assisted by your agency
as part of this contract. In particular:
2. Agencies aggressively market TIF programs and/or sites
within the TIF to current or prospective businesses,
1. Number and names of businesses navigating City
developers and investors
government or other issues, inncluding issue status: Open,
Successfully Closed, Unable to Close
Agency convenes 2 Business Roundtables for area businesses. Submit
3. Help a minimum of X businesses utilize TIFWorks
report within two weeks of each roundtable.
2. Number and names of business referrals to BACP
4. Help a minimum of X property owners and/or businesses
Agency promotes businesses participating in BACP workshops
utilize SBIF
3. Number of jobs retained and/or created for businesses
assisted
Real Estate Listings
5. Help a minimum of X property owners and/or businesses
Agency works with brokers and property owners to list commercial vacancies utilize funding programs other than TIF
4. Number and names of businesses getting project
on online platform (i.e. World Business Chicago's Site Selector) (ongoing, no
funding, including amount and type of Public and/or Private
specific due date)
6. Help get a minimum of X available properties leased
Funds Invested
targeting the TIF area(s)
Business Mix
Agency submits a district summary that includes an existing business mix
summary, category gaps, and business recruitment strategy. Align with City
* If any of these programs are not funded in 2013, targets
plans as applicable. Due 5/15
may be modified.
Agency submits a member list (if a member-based agency) in Excel. Due
5/15
5. CONTRACT PACKAGE OVERVIEW
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Checklist
Instructions
Work Program
Object of Expenditures – All Funds
Budget Forms
Grant Agreement: Exhibits A-C & Signature
Page
Grant Agreement
Sample Package
6. DIRECT DEPOSIT INSTRUCTIONS
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Direct Deposit Vendor Payment Program
Form
EFT-Bank Depository Form Instructions
EFT-Bank Depository Form
Signature Authorization Form
7. ECONOMIC DISCLOSURE STATEMENT
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On Line EDS
Handy Guide
 Changes Effective January 1, 2013
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Please use Specification # 90866
8. CORPORATION STATUS REQUIREMENTS
• Insurance Coverage
• Indebtedness – City, State & Federal
• Good standing Conditions – City, State &
Federal
9. IMPORTANT NOTES & ANNOUNCEMENTS
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Call (312) 744 6135 for
Appointment Concerns
Endeavor to be on time
for Contract Roundtable
Appointment
Authorized person must
be present to sign
Package must be as
complete as possible
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All documents must
have an original
signature
Signature must be
signed in blue ink
10. Forms/Instructions on HED Website
Download Forms and Instructions from HED website
(use the website section with the Corporate forms)
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http://www.cityofchicago.org/hed
QUESTION & ANSWER PERIOD