Colleen M. Lopez CSA Amnd1 20240409

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Amendment No. 1 to Consulting Services Agreement between City of San Leandro and Colleen M. Lopez 4/9/2024 for Asset Management and Monitoring Services Exhibit A – Page 1 of 1 EXHIBIT A SCOPE OF SERVICES 1) Provide a training (or trainings) to City staff on the HOME program and in general monitoring of affordable housing assets. The training(s) will cover the basics of federal grant programs and best practices in overall residential asset management, annual reporting, and monitoring process. 2) Monitor all of the City’s HOME-funded residential housing units before June 30, 2024. There are 7 properties with a total 53 residences (including a single-family home converted to group housing for special needs occupants). Assist staff in reviewing the City’s monitoring forms. Allow City staff to accompany your on-site monitoring visit allowing for hands -on training of the monitoring process. Deliverables include: • Notify property management of the HOME funded housing monitoring process, • Complete a desk review of existing regulatory documents, • Interview the property management staff members to: o Review ongoing management practices (e.g.: Fair Marketing lease -up materials, reasonable compliance with accommodations, affirming accessible housing availability, etc.), o Review ongoing property management practices (e.g.: work order process, unit inspection process, maintenance/repair needs at the property, etc.); o Review financial accounting and internal controls including a review of the annual operating budget and financial audit, o Documentation of resident income eligibility and a sample of the HOME restricted unit files. • Conduct a Risk Assessment that identifies if any of the HOME -funded housing units are likely to fail future monitoring, • Complete and issue a monitoring report to respective property management which will identify if the monitoring found concerns, findings, or that the management was in good standing under the regulatory agreement, • Review responses from property management to the monitoring reports with City staff and issue a close out monitoring letter if all information provided addresses the concerns/findings found during the monitoring visit. 3) Support development, collection, and review of annual reports from all of the City’s HOME - funded residential projects. 4) Advise on monitoring policies and procedures: • Produce summary schedule of future monitoring and what it should require under HOME funding rules and regulatory agreement. o Desk review vs. onsite visits. o Time intervals for what needs to be monitored and when. • Review and advise on development and updates of City’s monitoring policies for HOME, CDBG, and multifamily projects. • Support development of necessary modules in City Data Services. DocuSign Envelope ID: BBC85EC8-48FF-4326-90AD-9C3F1FDA79A7