17-0801_MDM AND ASSOCIATES_Agenda Report_B4SJCHA 8/1/2017
San Juan Capistrano Housing Authority
Agenda Report
TO: Honorable Chair and Members of the Commission
FROM: ~ Siegel, Executive Director
SUBMITTED BY : Joel Rojas, Development Services Directo rCY'Kr . .,( >::."¥---
Ken Al-lmam , Director of Finance ptfY 0 '<'"'
PREPARED BY : Laura Stokes, Housing Coordinator/Assistant Pla1 ~~1er 1J.
Ayako Rauterkus, Senior Management Analyst 0cf~,"'I\R
DATE: August 1, 2017
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SUBJECT: Consideration of an Amendment No . 1 to the Personal Services
Agreement with MOM and Associates and Appropriation of Funds
for Property Management Services and Program Facilitation for the
Little Hollywood and Rental Subsidy Affordable Housing Programs
RECOMMENDATION :
1) Approve and authorize the Executive Director to execute an Amendment No. 1 to the
Personal Services Agreement with MOM and Associates, to increase the not-to-
exceed compensation amount for the management services by $122,000, with a total
compensation amount of $333,924; and,
2) Approve appropriation of funds for $6,405 from the Housing Authority Reserves to
increase the annual compensation amount for the management services.
DISCUSSION/ANALYSIS:
On August 15, 2015, the Housing Authority entered into a Personal Services Agreement
(Attachment 1) with MOM and Associates for property management services and
program facilitation for the Authority's Little Hollywood and Rental Subsidy Affordable
Housing programs. The Little Hollywood development consists of 24 rental units in the
Los Rios District owned by the Authority and rented to lower income households. The
Rental Subsidy Program assists a single household, providing rental assistance to a
household which resides in a privately-owned rental unit. The Rental Subsidy program
originally assisted ten households, but has slowly been reduced due to funding, and will
eventually cease operations . The Agreement's term ended on June 30, 2017; however,
Section 2 of the Agreement provides the City Manager discretion to extend the term for
an additional year. Staff prepared a Letter Agreement and extended the term to June
30, 2018, based on performance (Attachment 2). However, the not-to-exceed
Housing Authority Agenda Report
August 1, 2017
Page 2 of 2
compensation amount also needs to be increased to cover an additional year of
management services.
The Consultant is requesting to increase the not-to-exceed compensation amount for
management services by $535.75 per month, which equates to $6,405 per year for
Fiscal Year 17/18 (Attachment 3). As property manager, MOM and Associates is
available 24 I 7 to tenants in Little Hollywood, and has provided dedicated services to
the Authority since August 2005 . Staff recommends approval of an appropriation of
funds in the amount of $6,405 from the Housing Authority Reserves and approval of
Amendment No. 1 to the PSA (Attachment 4).
FISCAL IMPACT:
For Fiscal Year 2017/2018, the annual cost for management services in the amount of
$115,595 has been budgeted. If the proposed Amendment is approved, $6,405 will be
appropriated from Housing Authority reserves, which have funds in excess of $100,000.
ENVIRONMENTAL IMPACT :
In accordance with the California Environmental Quality Act (CEQA) the recommended
action is exempt from CEQA per Section 15061 (b)(3}, the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty that there is no possibility that the
activity in question may have a significant effect on the environment, the activity is not
subject to CEQA. Entering into the Amendment No. 1 to Personal Services Agreement
with MOM and Associates would not be an activity with potential to cause significant
effect on the environment, and therefore is exempt from CEQA.
PRIOR HOUSING AUTHORITY REVIEW:
• On August 4, 2015, the Authority Board approved the Personal Services
Agreement with MOM and Associates.
COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS:
Not applicable.
NOTIFICATION :
MOM and Associates
A TI ACHM ENT(S ):
Attachment 1 -Personal Services Agreement dated August 15, 2015
Attachment 2-Letter Agreement dated June 8, 2017
Attachment 3-Letter from MOM and Associates dated July 20, 2017
Attachment 4-Proposed Amendment No.1
PERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made, ente~ed into, and shall become effective this 15th day
of August 2015, by and between the San Juan Capistrano Housing Authority (hereinafter
referred t~ as the "Authority .. ) and MOM and Associates (hereinafter referred to as the
"Consultant").
RECITALS:
WHEREAS, Authority desires to retain the services of Consultant regarding the
Authority's proposal for property management and support services for the Authority
operated Little Hollywood and Rental Subsidy affordable housing program; and
WHEREAS, Consultant is qualified by virtue of experience, training, education and
expertise to accomplish such services.
NOW, THEREFORE, Authority and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by the Consultant shall consist of those tasks as
set forth in Exhibit "A," attached and incorporated herein by reference. To the extent that
there are any conflicts between the provisions described in Exhibit "A" and those provisions
contained within this Agreement, the provisions in this Agreement shall control.
Section 2. Term.
This Agreement shall commence on the effective date and shall terminate, and all
services required hereunder shall be completed, no later than June 30, 2017. At the
discretion of the City Manager, this agreement may be renewed for an additional 12
months through June 30, 2018.
Section 3. Compensation.
3.1 Amount.
Total compensation for the services hereunder shall not exceed Two
Hundred Eleven Nine Hundred Twenty-Four ($211 ,924) as set forth in Exhibit B and
reimbursement for rental payments shall not exceed One Hundred Forty-Four Nine
Hundred Eighty ($144,980).
3.2 Method of Payment
Subject to Section 3.1, Consultant shall submit monthly invoices based on
total services which have been satisfactorily completed for such monthly period. The
1 ATTACHMENT 1
Authority will pay monthly progress payments based on approved invoices in accordance
with this Section.
3.3 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will b~ made
available at reasonable times to the Authority. Invoices shall be addressed as provided for
in Section 16 below.
Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not an
agent or employee of the Authority, and shall obtain no rights to any benefits which accrue
to Agency's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for the Authority to enter into this
Agreement. Consultant shall not contract with any other entity to perform the services
required without written approval of the Authority. This Agreement may not be assigned,
voluntarily or by operation of law, without the prior written approval of the Authority. If
Consultant Is permitted to subcontract any part of this Agreement by Authority, Consultant
shall be responsible to the Authority for the acts and omissions of its subcontractor as it is
for persons directly employed. Nothing contained in this Agreement shall create any
contractual relationships between any subcontractor and Authority. All persons engaged in
the work will be considered employees of Consultant. Authority will deal directly with and
will make all payments to Consultant.
Section 6. Changes to Scope of Work.
For extra work not part of this Agreement, a written authorization from Authority is
required prior to Consultant undertaking any extra work. In the event of a change in the
Scope of Work provided for in the contract documents as requested by the Authority, the
Parties hereto shall execute an addendum to this Agreement setting forth with particularity
all terms of the new agreement, including but not limited to any additional Consultant's
fees.
Section 7. Familiarity with Work and/or Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated the
work to be performed; (2) if applicable, it has investigated the work slte(s), and Is aware of
all conditions there; and (3) it understands the facilities, difficulties and restrictions of the
work to be performed under this Agreement. Should Consultant discover any latent or
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unknown conditions materially differing from those inherent in the work or as represented
by Authority, it shall immediately inform the Authority of this and ~hall not proceed ~ith
further work under this Agreement until written instructions are rece1ved from the Authonty.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and regulations
of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that It presently has no interest and shall not acquire any
interest, direct or Indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the work, Consultant shall have delivered to Authority at least
one (1) copy of any final reports and/or notes or drawings containing Consultant's findings,
conclusions, and recommendations with any supporting documentation. All reports
submitted to the Authority shall be in reproducible format. or in the format otherwise
approved by the Authority In writing.
Section 12. Ownership of Documents.
All reports, Information, data and exhibits prepared or assembled by Consultant in
connection with the performance of its services pursuant to this Agreement are confidential
to the extent permitted by law, and Consultant agrees that they shall not be made available
to any individual or organization without prior written consent of the Authority. All such
reports, information, data, and exhibits shall be the property of the Authority and shall be
delivered to the Authority upon demand without additional costs or expense to the
Authority. The Authority acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
To the fullest extent permitted by law, Consultant agrees to protect, defend, and
hold harmless the Authority and its elective and appointive boards, officers, agents, and
employees from any and all claims, liabilities, expenses, or damages of any nature,
including attorneys' fees, for injury or death of any person, or damages of any nature,
including interference with use of property, arising out of, or in any way connected with the
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negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's
agents, officers, employees, subcontractors, or independent contractors hired by
Consultant in the performance of the Agreement. The only exception to Consultant's
responsibility to protect, defend, and hold harmless the Authority, is due to the negligence,
recklessness and/or wrongful conduct of the Authority, or any of its elective or appointive
boards, officers, agents, or employees.
This hold harmless agreement shall apply to all liability regardless of whether any
insurance policies are applicable. The policy limits do not act as a limitation upon the
amount of indemnification to be provided by Consultant.
Section 14. Insurance.
On or before beginning any of the services or work called for by any term of this
Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration
of the agreement, and provide proof thereof that is acceptable to the Authority, the
insurance specified below with insurers and under forms of insurance satisfactory in all
respects to the Authority. Consultant shall not allow any subcontractor to commence work
on any subcontract until all insurance required of the Consultant has also been obtained for
the subcontractor. Insurance required herein shall be provided by Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A-Class
VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive General Liability coverage in an amount not less than one
million dollars per occurrence ($1,000,000.00}, combined single limit coverage for risks
associated with the work contemplated by this agreement. If a Commercial General
Liability Insurance form or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to the work to be performed under this
agreement or the general aggregate limit shall be at least twice the required occurrence
limit.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive Automobile Liability coverage, including owned, hired and non-
owned vehicles in an amount not less than one million dollars per occurrence
($1 ,000,000.00}.
14.3 Workers' Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Workers' Compensation Employer's Liability Insurance in the statutory amount as required
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by state law.
14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self-retention amount, and an
additional insured endorsement naming Authority, its officers, employees, agents, and
volunteers as additional insured as respects each of the following: Liability arising out of
activities performed by or on behalf of Consultant, including the insured's general
supervision of Consultant; products and completed operations of Consultant; premises
owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed
by Consultant. The coverage shall contain no special limitations on the scope of protection
afforded Authority, its officers, employees, agents, or volunteers.
14.5 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled, nor
the coverages reduced, until after thirty (30) days' written notice is given to Authority,
except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay
a premium.
14.6 Terms of Compensation.
Consultant shall not receive any compensation until all insurance provisions
have been satisfied.
14.7 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
Authority has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement.
Section 15. Termination.
Authority shall have the right to terminate this Agreement without cause by giving
thirty (30) days' advance written notice of termination to Consultant.
In addition, this Agreement may be terminated by any party for cause by providing
ten {10) days' notice to the other party of a material breach of contract. If the other party
does not cure the breach of contract, then the agreement may be terminated subsequent
to the ten (10) day cure period.
Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses, or
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to such other addresses as may be designated by written notice. These addresses shall
be used for delivery of service of process:
To Authority:
To Consultant:
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Laura Stokes, Housing Coordinator I Assistant Planner
MOM & Associates
P. 0. Box 2041
Mission Viejo, CA 92690
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and
necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration under
the auspices of the Judicial Arbitration and Mediation Service (''JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
Section 20. Counterparts and Facsimile signatures.
This Agreement may be executed by the Parties in counterparts, which counterparts
shall be construed together and have the same effect as if all the Parties had executed the
same instrument. Counterpart signatures may be transmitted by facsimile, email, or other
electronic means and have the same force and effect as if they were original signatures.
[SIGNATURE PAGE FOLLOWS]
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
APPROVED AS TO FORM:
...
£2iZ2~~
SAN JUAN CAPISTRANO HOUSING AUTHORITY
CONSULTANT
Mar a e McClean, Consultant
MOM & A ssociates
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EXHIBIT A
Program Desc:rlpdon:
The program goal is to offer inclusive support programs for the cummt and future residents living in
lhe San Juan Capistrano Housing Authority and Rental Subsidy programs.
The program is designed to meet the specific needs of the community served by providing quality,
cost-effective support services aimed at preventing hometessness, achieving self-sufficiency and
strengthening relationships. Offering long-tenn guidance and supportive opportwlities assists each
household member to realize their full potential as productive, responsible and caring individuals.
CoUaboratlve programs lgdade:
• Budget Preparation and Review-weekly, monthly, quarterly, annual re-certification
• Career Counseling -College Counseling -Grants, Scholarship Opportunities
• Case Management-weekly, monthly, quarterly and annual evaluations
• Childcare: during workshops, school preparedness, after school and summer programs
• Computer training and tutorial programs for-students and adults
• Counseling, support groups, individual and family therapy
parenllng skills, anger management and developing healthy relationships
• Credit CoWISeling, debt consolidation, first time homebuyer preparedness
• Employment assistance, skills assessment, resume development, career clothing
• ESL classes
• family resource services
• Financial evaluation and credit monitoring
• first Time Homebuyer preparation and support services
• Goal setting, short term, interim, long tenn -professional, personal, rmaocial
• Health education programs, first aid, CPR, disaster preparedness
• Legal assistance and mediation services
• Nutritional evaluations and community food distribution programs
• School~ess
• Senior seJ'Vice programs, nutrition, counseling, legal, professional services, transport,
elder abuse and identity theft prevention, in-home healthcare, hospice and care plan
review with family
• Tax preparation
• Tutorial programs for children and adults
• Vocational services, program review and counseling
• Volunteering, community, school and nonprofits
• Wellness Programs -nutrition, exercise and stress reduction
• Workshops -monthly
Specific promms are desimed to assist and meet the individual needs of each household who are at
or below the federal oovertv nuidelines. The support 3ervicu target the most urgent needs of the
residents while preservi,g their dignity a,d encouragi,g self-sufficie,cy.
The projection is that affordable housing in conjunction with support services provides a positive
environment for successful outcomes that benefit the families in lhc program and the communities
where they live. The program is focused on families who desire to achieve self-sufficiency within
three to five years.
An outcome study completed in Aoril. 20JS. reali7.ed a 91% success rate for the program. These
families auccgsfully left the San Juan Capjstrano Housing Authority promm wjtb stabilized homjng
and cmllt. adyaoced vocational trajojng and cerdficatjons and/ or a cp!!ege edUcation. incrwjna tbe
household jncomc. ma.intaining full time employment; and over 38% of the families fulfilled their
long term goal to be a first time home owner.
Cue Maaagemeat:
Case Management meetings are scheduled monthly and reviewed with an assessment team.
The purpose of these meetings is to assess the needs and monitor the progress within each
household. The case management team reviews the income to debt ratios with the headls of
each household and assists them in preparing a realistic budget, savings and employment
development plan. The goal is to increase the level of household income and savings in a
concerted effort to improve their financial stability as they work towards self-sufficiency. In
addition to the monthly meetings a detailed eight page excel budget is prepared by the
household and reviewed by the case management team to insure that financial goals are set
and met. Financial advisors assist with debt consolidation and credit monitoring.
An assessment is also made on the utilization of workshops, academic or vocational
counseling, individual and family counseling, goals, monitoring of college classes and/or
vocational training enrollments and a review of the children/teen or adult needs for tutorial
assistance. Encouragement, support and focus lead to successful outcomes.
Community outreach is provided by the families through their commibnent of six -eight
hours of volunteer work each month. The families volunteer at nonprofit agencies, schools,
churches and community events. Each family bas a positive volunteer spirit!
A monthly home inspection is also provided by a case manager to evaluate the living
conditions, check for safety issues and/or the need for household repairs. When repairs are
needed, three bids~ secured by companies insured and approved by the city. Before and
after photos document the need and resolution of the repair.
Prospective candidates on the waiting list are contacted on a quarterly basis to update their
infonnation and evaluate their future program eligibility. A family accepted into the program
meets with a designated case manager to review and sign a lease agreement and program
guidelines. Current residents are recertified annually and sign a lease agreement and program
guidelines on or before the first day of each year.
Weekly, monthly and quarterly reports are submitted to the city. These reports contain an
evaluation of the resident's compliance with the established program guidelines, support
services utilized and a detailed accounting of the financial activities related to the program.
Progrllllf review:
• The resident agrees to pay the rent before the 1 Otb day of each month
• A late fee of $50.00 is due if rent is paid after the 1 olh day of each month
• The resident agrees to work with the case manager in preparing a weekly and
monthly budget with the goal of saving 10 -20% of their net income each month in a
verifiable savings or retirement account.
• Families accepted into the program agree to maintain full time employment and
attend class part time or attend college/vocational training full time and work part
time.
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• Attendance at the monthly group sessions-workshops
• Adults living in the household agree to volunteer 6 hours a month in the community
• Attend individual counseling if it is recommended (parent/marital, anger
management, children and teen evaluations, tutorial assistance, senior services,
independent living skills training, vocational and rehabilitation services) various
counselors provide services to the families, seniors and individuals with disabilities
and select counselors are bi-lingual.
• Attend monlhly meetings with a case manager, academic advisor, and/or financial
advisor for additional sessions needed to assess and evaluate academic and financial
goals, life skills, debt resolution, credit monitoring
• Complete monthly paperwork (due on the first of each month) that includes:
1. Goal Sheet for each adult and teen in the household
2. Budget Report prepared weekly/monthly for each family (outlines all monthly
income and expenses)
3. Submit supporting documents for the budget sheet. Proof of rent payment,
household income, pay stubs, child support, bank statements, Notice of Action
forms, etc.
4. Account for all expenses-
Monthly bills received and paid, groceries receipts, restaurants, school functions,
books, class registration. school and athletic expenses, gas, auto repairs, car
registration, auto insurance, department stores, phannacy, etc.
• Agree to a monthly in-home inspection
• Maintain the residence as a safe living environment
• Report the need for repairs and/or maintenance
Monthly rent payments are to be paid either by online banking automatic bill pay, mailing a
check or personally delivering a check or money order to the San Juan Capistrano Housing
Authority.
Rent is considered late if pa~ent is not received by the lOth of each month. A $50.00 late
fee is due if paid after the 1 o•h of each month. The tenant provides the case manager with a
rent receipt or bank statement confirming that the rent, late fee or Security Deposit,
if applicable, was paid.
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Aft'ordable Housing Background
Since 1994, Margaret McClean has worked with local non-profit agencies, county, city and
professional collaborative partners in the successful development of affordable housing
programs and support services that benefit low to very low-income residents in Orange
County.
A collaborative team of associates provide professional and clinical services focused on
breaking the cycle of poverty through education, financial literacy and wrap around services
that increases the potential for each family member to be successful, self-sufficient and a
positive role models within the community.
Affordable housing is a necessity in Orange County. The rising cost of housing is a major
contributor to the continuing increase of the homeless population in local communities. Yet.
affordable housing alone is not sufficient
Studies show that counseling, case management and vital support services are essential
components in the development of an individual's maximum potential and their ability to
achieve self-sufficiency. Support programs are strengthened and positive outcomes result
when local collaborative and professional relationships are developed within the community
it serves.
The program developed in 2005, for the San Juan Capistrano Housing Authority provides
support services and subsidized rent for families accepted into the program. The goal is to
offer hope with a positive direction and to help open the doors of opportunity. This approach
gradually reduces the levels of fear, stress and anxiety and presents a way for a family to
realize and identify with success. Even small victories fortify and strengthen a person.
Courage and strength helps in taking the next step -to move f01ward and overcome the past.
The attached testimonials were recently provided by families who are cummtly in the
program. Their experiences bring to the forefront the critical need for affordable housing
and the imponance of providing wrap around support services. Their histories are varied and
yet each one humbly illustrates a challenging journey. However, it also illustrates their
determination to discover a new direction not only for their family but for future generations.
They become vested in the process and detennined to break the chain of abuse, abandonment
and poverty -both now and into the future.
The families in this program are focused and want to make a positive difference within their
family and within the community as well!
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EllglbUitv Recommepclatlons:
In order to be eligible the potential resident must be low to ven low Income. The new
applicants agree to maintain employment, attend college or vocational training and -
most important -be willing to work towards improving their household income and strive
toward achieving self-sufficiency.
The families in the San Juan Capistrano Housing Authority programs currently meet the city
requirements and are re-evaluated at the begimring of their annual contract agreement Local
churches, schools, community organizations and/or social service agencies, may also refer
future applicants to the city for this program, thereby, strengthening the collaborative
partnership agreements for vital program services.
The guidelines for the housing assistance program encourage open lines of communication.
The mutual goal is to meet the needs of each household and achieve a broader impact on the
success rate of the residents involved in the program by offering support services and
resources.
Intake Process:
1. A potential client calls the city of San Juan Capistrano for housing assistance.
The housing coordinator provides a waiting Jist application, and explains the criteria
necessary in order to qualify for tho program.
2. The prospective resident is asked to complete a housing application when a unit becomes
available. The head(s) of the household meet with the program manager for an initial
interview when a unit becomes available.
3. If tbe appUeant appears to be a good matcb for tbe program and a unit is available,
another interview is scheduled. The purpose for this interview is twofold. First, the
applicant learns more about the program to detennine if the resident's goals align with
the program goals and procedures in an effort to achieve self-sufficiency. Secondly, the
support team reviews all the applications to determine which family will gain the most
from the program.
4. The applicant is to tum in a DMV report, credit report, copies of each household
member's social security cards, copy of birth certificates, copies of three recent check
smbs, employment verification, two-three reference letters and agree to a criminal
background check and drug screening.
S. The program manager con fen with the city and within a week and a half, the applicant is
notified as to whether or not they are accepted.
6. Once the home is ready for the new resident/s, they are given the program guidelines and
agreement to read and sign. The new tenant signs the lease, security deposit/s required and the
rent is collected and the keys are given for the home and mailbox. The program manager
conducts a walk-through of the home with the tenant and then the tenant signs the inspection
report.
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Program Management, Case Management and Counseling Team:
The pmsmm manager. counselors and collabomtivc partners assist the families in the housin~.t
profQllJD by prpvidjns support and guidance. 11re counselor's goal 1., lo meet with qJI (qmilies (or
rroug and In tndividuql sessions. The initial evaluation includes an emotional need(s)
assessment for each family member. Parental life skills assessment, parenting and
communication skills, stress and anger management levels and the specific need(s) of a child or
teen in the fiunily are all assessed. Residents in the program who are seniors and or disabled will
have additional needs/support and vocational or rehabilitation assistance.
The program manager helps the residents stay focused on their goals and monitors the
compliance with the program guidelines and support service and volunteer commitments.
Frequently paront(s} need assistance with credit repair and /or legal aid and all residents need
guidance in establishing and managing a monthly budget. The program manager assists each
client with an individualized plan to reach his or her ultimate goal of self-sufficiency. The amount
and type of needed assistance will depend on the individual client.
The program manager and case management team also act as a liaison between the counseloiS,
collaborative support team members and the city in ultimately providing a holistic approach
when working with each household as they strive towards self-sufficiency. The goal is to have
monthly meetings to evaluate each family's progress. The program manager completes a unit
inspection report when making the monthly in-home visits. This report describes the home's
condition and the need for maintenance or repairs. Like any home, the residence may be
cluttered at times; however, families are encouraged to keep it clean, safe, and to provide a
healthy living condition for the household environment and family's stability.
Neighborhood Wateb
The Little Hollywood community has an active Neighborhood Watch Program. Neighborhood
Watch meetings are scheduled weekly with property management and Neighborhood Watch
Captains. Reports of suspicious activities or crimes are discussed with the tenants in an ongoing
effort to educate the community on safety and to reduce crime in the area.
Neighborhood Watch signs are posted within the community. A parking sticker is provided for
each vehicle registered to a tenant identified on the lease along with one Guest Parking Hanger
per household. Parking controls have reduced the incidence of crime from surrounding areas
using the community as a drop off and pick up area for illegal drug trafficking.
Scheduled workshops provide education on the crime prevention programs in the community.
Presentations are scheduled with Celina Corley, Crime Prevention Specialist with Orange
County Sheriff Department -San Juan Capistrano Police Services and the discussions include
Home Security, Vehicle Security, Vacation Security, and contacting the Orange County Sheriff's
Department when a suspicious activity or crime is witnessed.
Information packets provide each household with important safety information, Home Security
Checklist and important contact numbers.
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Length of Stay:
Tenants are Re-certified Annually -(Refer to Pro1fam GuideUnes)
Bach tenant will sign a lease, and case management/support services agreement The city can
present a 30-day notice to end lhe lease agreement, and case management and support services if
the resident is not complying with the guidelines of the program.
The program provides each household with the opportunity to save up to I 0 -20 % of their
monthly income by offering various support services that reduce the household expenses. The
head of household will be asked to open a savings account. The case manager will explain the
benefits: (1.) Savings provides security in the event of an emergency and (2.) Savings is a
reserve to assist the family when exiting the subsidized program and they resume paying full
market rents.
The resident may be asked to write a progress report after 6 months in the program to explain
what they have gained from the program and to set their goals for the next 3-6 months. This
helps the head of household to focus on the purpose and their commitment to the program. ll also
emphasizes that the program has a designated timeline.
At this time the case manager reviews the goals set in the fJrSt quarter of the program and assess
their progress towards independence. If the client is following the guidelines of the program.
but is not yet ready to transition to independent living, the program would most likely be
extended. The recommended length of time in the program is from three to five years.
Each household has a limited window of lime in this program. Hopefully, with support and
guidance, they wiD be ready to transition to independent living. Not all families will be ready for
this change. It is up to each individual to utilize the resources of counseling, support services,
fmancial planning, budgeting, computer classes, workshops and vocational programs to increase
skills and wages. The proposed support services are vital tools that assist in achieving goals.
Those individuals who successfully transition out of the program will then open the door for a
new family, individual or senior to participate in this program.
Pre111dlng the necessqa tool§ within a posltl~~e en11lrtmm~nt cqn Nise qn lndMduel's self.
esteem 1111d lmorove their potentltll (Or succus liS they condnue to work towgrds achieving
se/(-.tufflc!ertcv.
7
-I
Contnct recommendations:
1. MDM and Associates to provide strategic plllDD.ing, direction and collaborative program
development for improved support services to the resident/tenants living in the San Juan
Capistrano Housing Authority program. The expanded support services are to benefit
families, seniors and individuals with disabilities.
2. MDM and Associates agrees to provide property management, attend scheduled
meetings, review all housing applications and provide the city with monthly statements
for all costs related to program services and operations. In addition, weekly, monthly
and quarterly reports will provide an overview of the professional and support services
provided and individual case management assessments that track the progress and
program compliance for each adult resident in the program .
3. The City of San Juan Capistrano is to provide MOM and Associates with a list of
approved vendors for repairs and maintenance. Maintenance and repairs are to be on a
separate budget MDM and Associates will secure three bids for repair, take photos
before and after the repair and notify the city of the anticipated revision of approved
repairs. In the event of an emergency repair, the city will be notified by email and
voicemail with a follow-up call and provided with an estimated cost for the repairs.
S. MDM and Associates will submit a monthly invoice for client support
services, case management, program support services and property
management as specified in the fee schedule and/or contract.
Projected Outcomes, Goals and Benefits:
(1) That all residents in this program will be strengthened through their case management,
lifo skills training, budgeting, counseling, workshops, job development and family support
services to achieve the goal of self-sufficiency
(2) That able working adults will secure and retain permanent foil time employment and
increase their future employment opportunities by furthering either vocational
training or college education
(3) That savings accumulated while in the Housing Program will provide a financial
"Reserve" for foture housing and emergencies
(4) That upon exiting the program resident/s secure and maintain permanent housing
(5) That the adults living in the household will continue to provide volunteer services
within their community.
8
Collaborative Partnersblps
MDM and Associates, in partnership with the following collaborative partners, agree to
provide comprehensive support services and programs to the households in the
San Juao Capistrano Housing Authority.
Boys & Girls Club of Capistrano Valley
James E. Littlejohn
Executive Director
One via Positiva
San Juan Capistrano, CA 92675
Program Highlights and Benefits of the Boys aod Girls Club:
Developing character aod leadership, education and career development, sports and
physical fitness programs, art expression and appreciation, encouraging healthy and a
positive behaviors and competence in young children and teens
Empowers youth to support and influence their club and community, by sustaining
meaningfUl relationships with others, developing a positive self-image, and sharing in the
democratic process by participating in various leadership roles. Strengthening awareness
and acceptance of cultural identities
Assists children and young adults by encouraging them to become proficient in basic
educational disciplines, setting personal goals and developing core competencies to live
successfully as self-sufficient adults
Community Health and Enricbment Collaborative Partners
Employment Development Programs
Career Development Counselors, Education and Scholarship Advisors
Health Insurance and Health Education
Parenting Education & School Advocacy Programs
Family CounseliDg and Teen Services
Legal Services
Bilingual and Bicultural Counselors
Individual and group counseling
9
Dayle Mdntosh Center
Disability Resources and Advocacy
South County
24012 Calle De La Plata, Suite 210
Laguna Hills, CA 92653
The services provided include: advance empowerment and inclusion of all persons with
disabilities advocacy, ADA training, core independent living skills training, emergency
network for the deaf: transition services, housing assistance, computer training, employment
services, benefits counseling, vocational services, client assistance programs, personal
assistance services, and peer support and counseling.
DeadStart
San Juan Capistrano, CA
Quality early education, comprehensive health and mental health services, nutrition
education and family support services. School readiness activities, including a fonnalized
transition plan into the kindergarten program, services for children with disabilities, parent
education classes, comprehensive health, nutrition and social services.
South County Senior Services
Age Well, Council on Aging, In-home Support ServiceS and Advocacy Programs
San Juan Capistrano, CA 92675
Various Support Services are provided to seniors in the community that include:
Legal assistance, Counseling, Tax preparation, Insurance policy review and advocacy,
meals served at the senior center, meals on wheels delivered to the home, transportation
services, physical fitness classes, computer classes, driver safety programs, , immunizations,
, medical screenings, social clubs, gatherings and excursions.
NelghborWorks-Orange County
First Time Homebuyer s and down payment assistance programs provide buyer education,
and realtor assistance with loans designed for Low-to Moderate Income Households.
10
Additional community support service partnen Include:
Big Brothers -Big Sisters
Boy Scouts
B.R.E.A.T.H. Wellness Foundation
Camino Health Center
Catholic Charities of Orange County
Computer Learning Centers
Consumer Credit Counseling
Family Assistance Ministries
Family Counseling-contract services for individual needs of the household
Girl Scouts
Head Start
Home Aid
Dlumination Foundation
Legal Aid and contracted attorneys based on family requirements
Meals on Wheels
Mission Basilica
Mission Hospital
Mission Hospital Thrift Store
NAMI
OCTA
Red Cross-CPR Training and Fint Aid
Regional Occupational Center (ROP)
South County Outreach
Schools on Wheels and School readiness programs
St. Vincent de Paul
The Rotary Club
Union Bank of California
Volunteers of America
Wells Fargo Community Partners
Wellness Foundation
Women Helping Women
Working Wardrobes
WIC
• Additional collaborative agencies and professional services are selected based on the
family's need.
11
MDM and Assoeiates
Program and Property Management
Margaret McClean
Case Maoagement Advison
Lonaine E, Fox, Ph.D.
Susan Mehta, M.A., B.A., CIP, Certified Intervention Speciatist
Counselon
Holly A. Plummer, LMFT
Ann Friedman, LMFT
Desiree Delagarza, Psy.D
Paul Gillane, LMFT
Wellness
Virginia Schoenfeld, Ph.D.
FIDance
Suellen Rowe
Brian Bates, CPA
Lie## 34017
Lie# 39893
Lie# l9S7S
Lie.# 19S2S
Computer Program Development
Janet Bearden
Computer lnstruetlon and Employment Development
LanyGates
Insurance Providers:
Hartford Insurance-on file with the city clerk
AAA Insurance-on file with the city clerk
12
SCOPE OF WORK DESCRIPTION
-Work Sheet f or Pros ram Budoel
----t ----PROGRAM APPLICATION PROCBIIING - - --
--~ ------I
1.1 Review ..0 ~ .. Wlildng-lllt applc:8llon8 .. progtam eligllay. --,s
I ~
1.2 --r-ltlld all Wllllklg 1111 ~ (CUI'I'Onlly 228 8pplcanla) and poWfe lhe falooflng lnfarmalicn: --1
Q _ ICut!en; r:rcgt:>m dul:ricliOn :a:v1 elg~ly ro ~m•~ r_s
b 1 Desaile the waiU1Q list process and DIDIIidlt :he current enli;ipated timelrane !3 to 5 ~~ i S
I
PrtrvOe 11e ranes. 3ddtesscs, and wnlad runbers loc llllema tivl! hous<ng ~ and SUJlPOrl S<:Nico '
agencies lhal are localad v.lthin sol.Ch Oranoe Counlv; thai are speCific to the individual applicant ChaU6CI\old}l
c. ncecb. S
Pr<Md e gudai"'CCI llrld examples of cosl sa-..ng meastrll$ specffic to 1t1o llousello1d needS Jl ,e. fOOd pantr>eS.j
d ~ sorW:o aoenc:>OS. acav. ...o.-_ •~I. I S
I
c.
I Update the a!ll)(lc:anl a:ntad fl\lonnllllon tor il rx>'icanl.s In order lo ptOIIide lulift updates and hcusing ~'QPOI1 1
5&M:a r.-nm~~ as t-ous•hold conQi)jon• eh ange. · S
I Update 1he wailing l;sl• QIIT8IIIinlormall0n end status upclales.
L
u ~ $ --(Pr~ Qu~rtcut .. -u~IOS -maillenan; at111U:allv
t
J ~~ haulellcld-..fortbe~ unil(s).
1:
1.A s
As u:m beccrre ....ubte in tne Ull!e Hcllywood r~toood. tte Housing CCiiiiilbnt sbal con!xt al ~
1.5 --&t~ondcb!ainl~h~~-
a ICocies of child cusloc!lo and dlvo ra~ documentallcln 1! aoo!icalml . I s
I I
ConcJuct .., lnlllal interview witll hcuoeholds lo ,.._Program Guide!'""" and IU :s b. cle:enninc It lho~ aro GU~~Uf;ed for !he ~·~m tlil!ed cn lhe fotowir,g Pt~nm Guk!ei111cs:
I . U.S. Cilrac1VIip/PI!fmanent Alien Residefll Sia It.'S.
li. Evilluala t11c ~ cncome 1o del<!nniM c:wo:.e cted m~:.. I
:10. Householcl ......
!lt. ~hol<l prior•~
• v. lnilJalllousehol:l baclc Q!'CJUnd ehodt. I
!
c ~~tc !n-<loPih rev iewS or waiL.no li$1 ac<>I IC:anl'a h~hald cross lr.c:on\C$ to cfe !emv'ne 6nal in cccne le•et. $
I Credl l rc pos1:\..
u. ~ &r.d cred1l aa:cur~b lo r lha f!!!l iiVee mon:zu.
•I< P!J! ,tubs for tho oas t Uveo monms ,
iY. Taro fiinll.> lor the ""''three..,..,
v. rcomo 1o detll ra!io . --~--
I
I
I
c.,..unant
FEE$ Moc:na<Fiot FM '
I
25.00 ~ Is
s
' cS.OO 100 s
5.00_ 100 s
25.00 100 Is
I
25.00 100 s
1000 100 s
10.00 228 s
500 s s
s
I
5.00 5 s
150.00 5 I s
I
I
I I
15000 s s
I I
I I
I
I ,
I
I
TOTALS I
1 .2~.00
9,000.00
2.s:10.oo I
I
500 .00 I
I
2,500.00 I
2.5:10.00
1.000.00
2.280.00
I
25.00
3.025.00
25.00
750 .00
750.00 I
I
71512015 9:08AM
m
X
:I: -m
=t
m
I
I -~~------
SCOPE OF WORK DESCRIPTION_ -~-
Work IIIHtloroPtG;ma lluci!Jtc I
eono.-nl l
Fm!l ---"-TUTALt
d.
~ iiHieplh almlnaJ ~-al hoUoollold -~~ 10-",_II I~ ... ·~:::::.:::.__ --;-;-.-=r· ~--1~: =:· ---~ ::o~-~~-~=--~-.., ........... ._ ................ ...,_ls 20.00 , -s --loo.oo !
DeloomN w • ..._..Pen far --'ly doposil_.anb .. ,_,y, --h --,.,. --"'-----1
1-
.l.
"' lndutlod .. ""' ..... "9'01!"''"'l s 20 00
, __ ... ~· HoUIIng eaar..u. ... ,. -.. -IIIIOM*II""" ... Progrwn GUoroonoo
•••tAndze--'1!'-Lril S 110.00 •
20.to • (U...1 "~ wiKtOt:J ~·•hii<Ho Cornpli!O~~~ .. ,.-in;s !¥,nWt:;o~,. Midi~ ~J!.•s.
' ==--~----~MI4s;udo"b.,.,~WI~ --j i totO
1-
IJ.I
u
u
J.o
u
1-
.. ot.=IU#(Cfdt.'l/tf JCIU'M ,DLitO~~.andw.ifitnSI,IIVUIOC~~~~-)ro
..
~
Cor~• t.:.JHhelld -.... -:-.._ -ttvoU9h~ ~~of rtt-.:«1 ~ ~ pn,»viOlt ~-holo 'M:h ~'Cf.
pa>l<n~~p.us. ~ ~ •
Co\51! -GeiiEHT • PROGAAMAHO PROPERTY IIAHAGf~T
1
~C'Yiaw.ndiCIMnh...._..11Ll~Sctpr9Mn~. .J_!A..~---~
jo.. .. Mil'tlevlow ro...,....ond-·fii.IH!".Icmlo:IOn...,..lcdon~U>Q-..,_,,..,-<01
Pwbm -"'i ......_. ol -bud9oto b-trogo!al .,_. -"""""' on >fl'"'l"l.11o """'Ot
""-~~· s !50 ~
iiiionn _...., "'""'vo .,;,. lho ~ Wold> ........ ·~ ...., • .,. ol ulocy _,....,;
._,."'~'"""'c.orrmlf'"l· _s _ 2500
Pwlotm"'"'ty lm.poicb)ntOf~ kx ~~ concoms "I. _~DO:
1:-:1 za Is 10,500.00
-----" _1ctf9!ll!.t
~~I -Is 7110.00
Perlorm"""""'Y-YI>lll O>to"-oiUtllt ___ SulnldyP10Q'11111-aillal<>n>.
tltvt!roli Ui.O~ae:tdd ~mt.~P~wftGJdclinc""i: _J! ':(:';WI .. I.
----I $ 1Cftn ._ Y!!lfrli!i!ollll1..!!'!'-!.
.~~b ... l•l conc.e<ns.
I[.~~~Ji!O!SNjilnOidsr.ir<?.'Ji_lojljiY~[!!~ . -~~~·~1Ft~ li Colt~ lkr"" -FiN .......
~,aa
-"~~ ""-" """ iirliOO 2~--, s 1.ooJ.IJI! ~
·--=-=--i--;
I ~-Zi "" I
-
-----
71Bf.101501ll AM
SCOPE OF WORK DESCRIPTION I I ---
Work Sheet for Pronrom Budgal
Co n ooll>nl ~' J ,£! $ "-'" .. fMI h• TOTALS
Prcvdt tA"tnry..fout hofs, nYefl"d.rv • 'II'Wk a111Cid aoMce for !eRinl rl\lnton.anc.e noll 'dlnil«S at tN)l'IIN(
u .............. s S.J)OO ,OO I • S uoo~
_Jlheao."""*"'oNII-OOOio llll -.;"'*'moilllnlnoocoransorioe: , -f "2:52000
• Oo:l.mant II tnidl:nc:D ol riOCCJ.~ I:N_...Ik&: thQIUI:J l l s 10 00 2ll s 2a«J01)1
b Racav. en. bida far.al m~ ,.pan hm ~con-toft s &000 2& s 1_400 00 !
< ~~ ~!i!B!G docu,....,..:.ion oiO>ll"!~i! and b 4li lo.,. ~Hc!!!!~lteoc-o....-:<1( ~~ oval. s 1000 28 s 2.JIOOO
a C~~~~~-~·AI.Jjt.CH~I?PO"I(Jd«antf-.dcn.Mdblr'liW.a.. s 1000 28 s 2~1»
Daa,rnttll &:f e-lidonce ~ III PI .If'i ~ phol;u Olnd 11111ld "T ~ dOC\Imtnblll:n lio II). A...II"'Cn:y"t HQus.~ --. c.,.,.,r....,_ s 1000 1.L. s :1.!000
~mot~IIN)''l!IIO'\ttlqn. en FI'Wy~ b c.M.A~ O'ldifRlWJI ~1'11101 fOt D 0"\)Q'WI'I
po-aon.-11.• bud!l<l....._,....._<ndll_rolghl .~l llrno--., __ ....._.._oto .l w......._ .. _onFrtdo1-*vl ... lo--'-.d"""""_"..,.
Ul ~-"'.olll b~ly. s 5.760.00
1s...,...·;;;..,., .... o><mo .. ..,.., ... ,. ... ~ I . s ~00 " s 4.20000
b ~Ptut~~~.!.l.~!I~!Y~,~ -----s 20)110 12 s ~,4 0000
.. JP tcrldo cNd4MC &e-~'l'lo&h :hcl~I1'9~ICI'C"':'IIbl. $ ' j)O 2 ' 2.181)..03
I ~ ; CPI!.~·~ -~ Fq.tl\.lde;,nh -· :n: _Ciitnlnol bac*OipU nd-clliiCIC d....ance --------·-
_ .. l lnlc~-R ...... S<bi\clr-wllh""""""'oiVCitui'IIO'IcoMcelae-
.t ~--lloparloiN-.,g~OL<I!IOI IIId-... IICIIIIo-10: s -"!J.OOO.OO ' s JO,OOO.DO !
i
Crlltlflf CuiMis.e··~ E~IAssislanco &nlor SoMce• I ~ =c=
Cl>ldCMo
-i ESLCla~•• To,.,.,..rion I
Tulrri>o Financial Eveluaton w.nn. .. PIO<lflm --Vocational Tralnlna Goo/Soll>og P,_,. ......,,...,,,._
Ct'fllit Cowuellna Heollh F.ducs6on School Reedlne.u ,_ -----------........ ·---lotl.llllo~ .• o MdR.tontAa~le"'-ntc:oc.~ S:~ I l l 8.100.00
1 .11 Alnsaly ((Kit~ .. , houlehc*ll. s 7 560.00
--• '0 eteminG jl holnehoi:S ~ '' al.f op~o,rielc lho U'lll ~' 10, iL ~ ..1~-~ ---
7/612015 9;08 AM
SCOPE OF WORK DESCRIPTION -----------------r------1----·-------
11 _---------------+---------------~w~~shut~~UMmlu~•t -----r -----~--------1
-------------------con~......---------
1-1!.. Comoltloh-dmlh..-ol-•ross-_lode"'""""<!!!'""'---C ~:O .oo ...,.. ~:-' ,.. _ $ __ TOl:fooo:'.,oo.-r-----1
.~ iiiuuu -
$ SGOof
s !!l!!.OO
g.
7N2015 a.oe ~»>.
SCOPE OF WORK DESCRIPTION I
-,_ ---Wlltll BIIHI'filr l!ltr!lnmBud!llll
~i -. ........ 10TALt ----____ ..... _.., .... _d ... ____
~,{ 1.11 ... _..ord--~ ... _, s 1400.00
I
a ~tu·ol~lng_ +
,-10_(0 1 3! -,.!-?.!.jtjl!)_
I
b §~· odJ!!l!~lt'~ioo~Mn! s 10 00.!. 3! 11" ~-
<;_ &,b~U allll~~~~!ll'~~~~-·--------__ -____ --=--~---35-s 35000
d C,...,.,!Qon lho•-·•l'!!'r!!!!••!ll ...w~L . $ 10.00 J S $ 3SODO
I
1.11 -~ ... --ondwlllc-olunfelo!•ldo~-s U:IS.OO .. -PIO'Mooi<llolllli ""'lll illl!!!lliiMII tld:l ta ra ·r-so .oo s s 2SO M
b OC'ICIM".e ftl •l'lfttdtonGeotnecou.llf't...tt Pi n ~ _L sooo 5 2SO .OO
c.. Ut acehoe OliN ttWJ fotal •u~• lrum A11ihii't.~owd awW.:I!Jtt.. S_-..-!_0!:22. s s 50Ct00
Pl<ot"'"" -~MI «>r -~""' '""""'"'..,'' """'""'· pn»ldo c.,o ,.,.,.."'1 ,,_ "'1111., .W'"'CI
d
:=: .. ":"o~;::: dlmogo, Millen-1018!1* ...,_, ond-5ecur1y Dojlaoll....,...l s 2SOO ! .• s tnool .. f'!l!!i!!!I~"!!L .... IIIIII!!I!YIIIC!!!!!'!Il_ s 100.00 j 5 $ 50UJJO ;
L ~-cot iM po<J!O'!.!!!'YI!!:_ ----, -----------------OldO'iiiT.a'tl am •~. ---------------·---
Q, Pbo:o dof_~~_!J!_Vl\t condlion 1Bd ~In: ----
-------------·--------... ~--· r tM.l~-~-l'lo~ \f ---------------·-
'!, Stcut1ty Oa~ IUIM:IUI\1 to bel ftllnDUtaf)d_ 1-· --] ----...
---.t. ~J!W-tlng~---·-----
1.17 -~--Jn-.noo-!lal.o_H._....,, S 25000 -I T ~!>_0.00~ -1c;,:.;i. oclocl lho """""""J>d->oc!U\a 10011 a» Ill •1<11>1 cow l<ltl~udo<l ID IJiis ~_I__ -1. -------
l ;ROOALSUOSIOY PROGRAM -
~·---IDur.dlordobl'htnlol-""""" lhoA-,.1-..Iho ~e...,....,.~ f-
>.1 l1b C!l;')etnOw;lhh ~-~ Fn.ofdi9'JI..,.-nonl poe ... ·~ hr')'IIW'(oQ~ s __ 25 ~ • _s __ 1C!J!!l ~d .. IWI:o" ~~nil W ~ LA.~IIX bl .ny rna.ltMM"aal cencMm. Mdi'Cit a.ntlold ltJna.N ----
l.L_ -I 611110
. s 211000
JKnp•-ol>ll-·t__,,,_,.o, ""'""""""'--<0. ~--.---n-l.l $ 25.00 10000 I
i SCOPE OF WORK DESCRIPTION I I I I
t
r I I
Work Sheet for Program Sudg~l '
I
i I ' I . Co.-...IIMt
FEE$ Houri01Fbl FM . TOTALS ·-:u ·a.....-lie~-.~...., llle AIJrJ"aitls Prugram Guli!ewws ---s 200.00
1
Provide ll!e Aulllorily ~ wrillen correspoudence Ill any hOUsehold lila! Is In violation or the Proglam
a. G~ I s 25.1111 4 s 100.00
Alland meetings .., 1enan1 hotJseftllds and Aulhortly represenlallves 10 <ISCUss violation and posstie I
b. fllj)eJO.IS$lCnS ---$ <5.00 4 s 100.00 -.
c - -P~l T~_AsseW!Ienl ol Tenanl$ • EclJc:aOon . CGU!1:2~.1'Inance ard I S1.tl50 12 s 12.60000
~11.3119()111n<'lll I L
I
Tho tulgetline IIams~ duB 10 pr$ram_~ Nucls b;a nctlo<UCI!Ed :olal budge{~. _ j__ . -;-s--11s.s9s.oo-·ANU~ir·-·--~ GRAND TOTAL FEE S I
S 211,924.17 for 22 monlhs.
I I
I I
I .! ---i I I
; I
I I
I
I I
I I
• I
6 7/612015 9:0e AM
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 FAX
www.sanJuancapistrano. org
June 8, 2017
M DM & Associates
P. 0. Box 2041
Mission Viejo, CA 92690
MEMBERS OF lliE CITY COUNCIL
SERGIO FARIAS
KERRY K. FERGUSON
BRIAN L. MARYOTT
PAM PATTERSON, ESQ.
DEREK REEVE
Subject: Renewal of Personal Services Agreement with MDM & Associates
Dear Ms. McClean,
This letter serves as a formal renewal of the current Personal Services Agreement
(PSA), executed on August 15, 2015, between the City of San Juan Capistrano Housing
Authority (Authority) and MDM & Associates, whereby MDM & Associates provides
property management and support services for the Authority operated little Hollywood
and Rental Subsidy affordable housing program.
The current PSA is set to expire on June 6, 2017; however, Section 2 of the PSA
provides that "at the discretion of the City Manager, this agreement may be renewed for
an additional 12 month through June 30, 2018. n Pursuant to Section 2 of the PSA, the
City hereby extends the current PSA, with all provisions of the Agreement in full force
and effect, until June 30, 2018. The City very much appreciates your dedicated
services.
Please sign this letter and return to Laura Stokes, Housing Coordinator/Assistant
Planner at your earliest convenience. We look forward to continuing working with your
firm. ·
Accepted and acknowledged by:
~~&!~ OM ss oc rates
ATTACHMENT 2
San Juan Capistrano: Preserving the Past to Enhance the Future
0 Printed on 100% recycled paper
MOM and Associates
34231 Camino Capistrano
Capistrano Beach, CA 92624
(949) 588-2420 Office (949) 374-0385 Cell
Mailing Address
Post Office Box 2.041 Mission Viejo, CA 92690
July 20. 2017
San Juan Capistrano I lousing Authority
Laura Stokes. Housing Coordinator-Assistant Planner
32400 Pasco Adelanto
San Juan Capistrano, CA 926 7 5
Dear Lnura.
On June 8, 2017. I received a letter Lhat served us a formal renewal ofthe Personal Services Agreement (PSA), executed
on August 15. 2015, between the 'ity of San .Juan Capistrano Housing Authority (Authority) and MDM and As ociates,
whcreby MOM and Associate s agree s to provide properly management nnd support services for the Authority open1tcd
Little Hollywood and Rental Subsidy affordable housing program.
The current PSA was set to expire on .June 6, 2017: however, Section 2 of the PSA provides that "at the discretion of the
City Munager, this agreement may be renewed for an additional 12 month through June 30, 2018. The City extended the
current PSA until June 30, 2018.
In review of the Program and Property Managemcnl24 Hom 7 Day on Call services, MDM and Associates is requesting a
budget of $122,000, which is an increase of $6.405 over the 2015 budget. Within the past year. additional time and
services were necessary to fortify and respond to situations that involve property management, community satety and
support services. The proposed increase saf'cguards that services provided will not exceed the housing program budget
Last year. a higher rate of crime occurred within the: surrou11ding communities. As a result. The Little l-lollywood
ommunity rcaliLed un increa e in bur~larics. vandalism. towing \ll' unm1thorizcd cur s parked within the co mmunity,
ho1nclc ssm:ss and em •rgency re s ponses 10 incidents of trespa ss ing and pub I ie drunkenne ss. su s pi c ious per . on repc rt of a
nHln carrying a gun. a 'h e riff's De p<lrtm e nt eall at 3:00a.m. to ell) "Tenant Wcllnc ss 'hecks '' fo llowing a "'Shots Fired"
incident originating from a neighboring gang related shooting with a truil or blood coming into the Little Hollywood
Community.
The aforementioned oecurrences are a few examples of incidents that have hi.!ightened our locus on Safety Measures,
Increased Lighting, Neighborhood Watch Communications and providing follow-up with the tenants and the City.
It is an honor to provide Program, Proper1y Management and Support Services to the City of San Julin Capistrano
Housing Authority and the families residing in Littk Hollywood. Tht• program participants are exceptionul and families
who complete the program realize a 91% success rate by achieving sclf'-sufficicncy. Together we are making difference!
l look forward to continuing our positive working relationship and providing professional services to you and the City!
SiiJ~_erely.
! ''; ? ,__;.,.; )·~ ·7l!(?t.>7.,.('1t.-. '· ?.t 1 (<-11A. /u/-, 1.. ~ · ··-~ \.. J
Margaret McClean
MDM and Associates
ATTACHMENT 3
AMENDMENT NO. 1
TO THE PERSONAL SERVICES AGREEMENT
BETWEEN
THE SAN JUAN CAPISTRANO HOUSING AUTHORITY
AND
MDM AND ASSOCIATES
1. Parties and Date.
This Amendment No. 1 to the Personal Services Agreement is made and entered into as of
this 1st day of August, 2017, by and between the San Juan Capistrano Housing Authority, a
municipal organization organized under the laws of the State of California with its principal place of
business at 32400 Paseo Adelanto, San Juan Capistrano, California 92675 ("Authority") and MDM·
and Associates, a Sole Proprietorship ("Consultant"). Authority and Consultant are sometimes
individually referred to as "Party" and collectively as "Parties."
2. Recitals.
2.1 Consultant. The Authority and Consultant have entered into an agreement entitled
"Personal Services Agreement" dated August 15, 2015 ("Agreement") for the purpose of retaining
the services of property management and support services for the Authority operated Little
Hollywood and Rental Subsidy affordable housing programs.
2.2 Letter Agreement. On June 8, 2017, the Authority exercised its option under section
2 of the Agreement to extend the term of Agreement through June 30,2018.
2.3 Amendment Purpose. The Authority and Consultant desire to amend the Agreement
to increase the not-to-exceed compensation amount.
2.4 Amendment Authority. This Amendment No. 1 is authorized pursuant to Section 6 of
the Agreement.
3. Terms.
3.1 Amendment. Section 3 of the Agreement is hereby amended in its entirety to read as
follows:
3.1 Amount.
Total compensation for the services hereunder shall not exceed Three Hundred
Thirty-Three Nine Hundred Twenty-Four ($333,924) as set forth in the Exhibit Band reimbursement
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6114 7.02100\24464451.1
ATTACHMENT 4
for rental payments shall not exceed One Hundred Forty-Four Nine Hundred Eighty ($144,980).
3.2 Continuing Effect of Agreement. Except as amended by this Amendment No.1, all
other provisions of the Agreement remain in full force and effect and shall govern the actions of the
parties under this Amendment No.1. From and after the date of this Amendment No. 1, whenever
the term "Agreement" appears in the Agreement, it shall mean the Agreement as amended by this
Amendment No. 1.
3.4 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they
have each received adequate and independent consideration for the performance of the obligations
they have undertaken pursuant to this Amendment No. 1.
3.5 Severabilliy. If any portion of this Amendment No. 1 is declared invalid, illegal, or
otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall
continue in full force and effect. ·
[Signatures on Next Page]
Page 2 of3
61147 .02100\24464451.1
SIGNATURE PAGE FOR AMENDMENT NO. 1 TO PERSONAL SERVICES
AGREEMENT
BETWEEN THE SAN JUAN CAPISTRANO HOUSING AUTHORITY
AND MDM AND ASSOCIATES
SAN JUAN CAPISTRANOHOUSING
AUTHORITY
Approved By:
Ben Siegel
Executive Director
Date
Attested By:
Maria Morris, City Clerk
Approved As To Form:
City Attorney
61147 .02100\24464451.1
MOM AND ASSOCIATES
Signature
Name
Title
Date
Page 3 of3