Loan and Grant Acquisition and Compliance Services

The Vendor is required to provide the non-exclusive services of a loan and/or grant acquisition and compliance services professional to provide training, planning, solicitation assistance, documentation, monitoring, and other related services pertaining to the administration of federal, state, or other potential loans and grants i.e. state revolving funds (SRF) or loans.
- Services which may consist of, but shall not be limited to, research, grant writing, application assistance, compliance training, oversight of funding-related projects, documentation of fund disbursement, monitoring and documentation of compliance, close-out coordination and assistance, and draft preparation of audit requirements.
- The following six services:
1. Planning, application development and submittal
• Review of project concept and design.
• Review budget for grant eligibility and approval.
• Provide cost benefit analyses.
• Assist in negotiation and review of funding agreements.
• Draft and coordinate legal ads and recording of board of county commissioner’s resolutions.
• Assist and participate in presentations to the board of county commissioners.
• Work directly with county attorney and grant compliance office on required reviews.
• Work with prospective grantors in support of application.
• Prepare and submit applications.
• Provide assistance in updating the county’s grant administration handbook.
• Provide training to selected county staff in grant writing, research to insure appropriate and responsive interface with county, state and federal agencies.
• Develop and provide training of 2 CFR part 200 compliance with inclusion of county procedures and practices.
• Research and collaborate with county divisional staff on new funding opportunities.
2. Pre-construction requirement
• Organize applicable plans and submit documentation to the funding source provider for contract award.
• Assist in providing information to potential respondents on loan and/or grant requirements.
• Provide assistance and compliance training during the bidding phase in accordance with requirements.
• Provide support at public hearing meetings, including presentations to the board of county commissioners.
• Provide required bid and other documents for loans/grants such as but not limited to independent cost estimates and cost/price analysis.
• Independently process forms requiring county management’s review and approval, i.e., “authorized representative site certification.”
3. Contractor processing, payment and reporting
• Assist in the review of payment applications/invoices (including stored materials when applicable).
• Provide cost identification and data entry- for loan and/or grant eligibility prior to release of funds.
4. Grantor agency reporting and submittal requirements
• Accumulate data for calculation of request for funds.
• Prepare and submit as directed by the county, documentation required to support the request for funds.
• Prepare final request forms and packages.
• Review detailed data of grant/loan funds available for amendments.
• Monitor funds requested and cash flow management for loan and/or grant compliance.
• Prepare capital financing plan.
• Prepare documents for inclusion of specific project.
• Prepare environmental support documentation as required by the regulations of the federal or state grant program at the appropriate level for the project to obtain grantor environmental clearance.
• Prepare periodic status reports, frequency to be determined on a project-by-project basis.
• Coordinate with other potential funding source providers.
• Coordinate responses to regulators and auditors questions through corporate financial & management services and/or fiscal and grants services staff.
5. Monitoring for compliance
• Review and monitor certified minority-owned business enterprises (MBE), woman-owned business enterprises. (WBE), and disadvantaged business enterprise (DBE) participation (as well as any other required socioeconomic classes) to track and/or report the actual level of participation.
• Provide assistance with MBE/WBE/DBE status revisions.
• Perform commercially useful function reviews in relation to department monitoring.
• Perform county act monitoring to ensure weekly certified payroll compliance and EEO requirements when applicable.
• Perform build America buy American act (BABA) or buy America/n acts (BAA) monitoring when applicable.
• Monitor grants/loans contractual requirements as determined and provide monthly status updates.
6. Program coordination
• Schedule and participate in program coordination meetings.
• Participate in pre-construction meetings to review grant compliance requirements passed on to third parties such as the county act.
• Review draft change orders for eligibility.
• Coordinate submittals to funding source of change orders and documentation.
• Assist in contract, project and report closeout including final amendment.
• Assist with preparation of documentation for audit of project/program.
• Project close-out assistance with the appropriate grantor agency/agencies and external auditors.
• Work directly with consultants to obtain required engineering documentation.
- Contract Period/Term: 2 years
- Questions/Inquires Deadline: July 17, 2025