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<br />Request for Proposals <br />Annual Reexamination Services <br />Nan McKay & Associates, Inc. <br /> <br /> 2 <br /> <br />1. SCOPE OF SERVICES <br />Annual Reexaminations <br /> Initiate annual reexamination process 95–120 days before effective date; <br /> Complete transactions via mail, email, or fax; <br /> Contact clients regarding missing documents (e.g., follow-up calls, emails, and <br />letters/notifications); <br /> Transfer completed documents to the Housing Authority of the City of Santa Ana (SAHA) <br />in digital format; <br /> Conduct thorough review of Application for Continued Eligibility (ACE); <br /> Follow HUD’s verification hierarchy to verify income and assets; <br /> Complete calculations; <br /> Determine if repayment agreement (RPA) is needed, and if so, refer to SAHA; <br /> As applicable, communicate outcomes via NMA’s portal, email, and mail at least thirty (30) <br />days before the transaction effective date; and <br /> Document all transactions in NMA’s tracking tool and SAHA’s software system. <br />Call Center <br /> NMA will respond directly on behalf of SAHA on general complaints and questions; and <br /> Provide a direct line for HCV clients to call regarding their case. <br />EXHIBIT 2