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18-0611_MDM & ASSOCIATES_B6_Agenda Report SJCHA 6/11/2018 B6 7�Y�ll�.pu11!�S' San Juan Capistrano Housing Authority Agenda Report TO- Honorable Chair and Members of the Authority FROM: trjamin Siegel, Executive Director SUBMITTED BY: Joel Rojas, Development Services Directo� PREPARED BY: Laura Stokes, Housing Coordinator/Assistant Planner DATE: June 11, 2018 SUBJECT: Professional Services Agreement for Little Hollywood and Rental Subsidy Program Administration and Property Management (MDM and Associates) RECOMMENDATION: Approve and authorize the Executive Director to execute a Professional Services Agreement with MDM &Associates to administer the Housing Authority's Little Hollywood and Rental Subsidy Program, through June 30, 2020, with an optional one-year extension at the Executive Director's discretion, in an annual amount not to exceed $138,820 for program services, and $12,660 for rental reimbursements. EXECUTIVE SUMMARY: San Juan Capistrano's Housing Authority (the Authority) owns 24 rental units in the Los Rios District known as Little Hollywood, and also provides a rental subsidy to one household unit located in a privately owned apartment in the city. The Little Hollywood and Rental Subsidy Program provide lower income households with affordable housing. For the past thirteen years, the City has contracted with MDM and Associates (MDM) to manage Little Hollywood and the Rental Subsidy Program. The current Professional Services Agreement with MDM is set to expire on June 30, 2018. As a result, on April 11, 2018, staff released a Request for Proposals (RFP) to six affordable housing consulting firms for the continued oversight of Little Hollywood and the Rental Subsidy Program through June 30, 2020. Staff received only one response to the RFP at an annual cost of$138,820. Staff recommends that the Housing Authority Board of Directors authorize the Executive Director to execute a new Professional Services Agreement with MDM to administer the Little Hollywood and the Rental Subsidy Program until June 30, 2020 (Attachment 1). Housing Authority Agenda Report June 11, 2018 Page.2 of 4 DISCUSSION/ANALYSIS: Background: The City purchased a property at the north end of the Los Rios District referred to as Little Hollywood with 13 homes on the site in 1983. The property was transferred to the former Community Redevelopment Agency (CRA) with the intent to provide affordable housing. The CRA rented the units to the existing residents at an affordable rent. In 1998, the CRA rehabilitated three of the existing units, replaced ten existing units with prefabricated units, and added one new prefabricated home to the community. The units continued to be leased out to the existing low income tenants and offered as affordable housing for additional families. From 1983 to 2005, the program provided affordable housing without a time limit for the tenant's occupancy of the unit. In 2005, the CRA determined that additional guidelines, requirements, and time limits would benefit the program participants as well as ensure a greater number of residents could receive assistance. In 2010, the CRA completed installation of an additional ten prefabricated units to be rented to lower income households, bringing the total number of Little Hollywood units to 24. In addition to updating the Little Hollywood program guidelines, the CRA created a Rental Subsidy Program in 2005. The original program allowed up to ten tenants living in non- CRA owned units to receive a CRA financed rental subsidy. The Rental Subsidy Program has been reduced since the CRA was dissolved, and currently has only one resident. Once this tenant moves out, the program will cease. For the past 13 years, MDM has operated as the City's Housing Consultant and been responsible for administering both programs. This includes: collecting rents, executing leases, certifying household incomes, handling tenant and landlord complaints and disputes, overseeing maintenance and repairs, and providing necessary support services directly or through select sub-consultants/organizations. The current Professional Services Agreement with MDM is set to expire on June 30, 2018. Request for Proposals.- On roposals:On April 11, 2018, staff released a Request for Proposals (RFP) to six affordable housing consulting firms, and posted it to the City's online source for request for proposals, for the continued oversight of Little Hollywood and the Rental Subsidy Program through June 30, 2020 (Attachment 2). The scope of work identified in the RFP included the following: o Program Application Processing o Applicant Follow Up o Household Case Management o Property Management o Monthly Home Visits o 24 Hour On Call Services o Monthly Workshops o Support Services and Training o Household Interviews o Household Selection o Conflict Mitigation o Eviction Proceedings MDM was the only consultant to submit a proposal (Exhibit A of Attachment 1). Staff additionally received a response from one other contacted consultant, Families Forward, Housing Authority Agenda Report June 11, 2018 Page 3 of 4 which decided not to submit an application as it is focused on assisting families who are homeless, with long term affordable housing. MDM's proposal includes a thorough response to all services requested in the RFP's Scope of Work and includes a detailed budget. The MDM proposal is for a not-to-exceed amount of$138,820 annually to administer the scope of work identified above. MDM has demonstrated the experience to successfully administer the program and provide a full- range of comprehensive support services through collaboration with numerous local agencies and organizations including: ■ Boys & Girls Club • Regional Occupation Program • Orange County Head Start • CHEC-Mission Hospital- Mission San Juan Capistrano o St. Vincent de Paul • Camino Health Center • Ocean Hills Community Church• Dayle McIntosh Center Support services provided by MDM include, but are not limited to, the following ■ Twenty-four hour on call availability for property management and counseling services. • Educate family households in budgeting, saving, etc. • Assist families with job skill training to increase their potential to earn more income. • Provide opportunities for the households to become more independent. ■ Help children grow and develop leadership qualities by positive social interaction in preschool and after school programs. • Assist the seniors and disabled residents with support services. • Assist tenant households with additional resources based upon their needs (i.e. food pantry, nutrition, clothing, counseling, etc.). • Provide free or low-cost health care for the residents. • Allow tenants to give back to the community through volunteering opportunities. In addition to the $138,820 annual cost for administering the programs, the Professional Services Agreement also includes reimbursement to MDM for making rent payments associated with the Rental Subsidy Program, totaling $12,660 per fiscal year. The Professional Services Agreement includes an option for the City Manager to renew the agreement for an additional 12 months, from July 1, 2020 to June 30, 2021, if services remain adequate and necessary. MDM has provided excellent services, and is an efficient liaison between residents and the City. The continued use of MDM will allow the continued success of the current program. Therefore, staff recommends approving the Professional Service Agreement with MDM & Associates to administer the Housing Authority's affordable housing programs. FISCAL IMPACT: The City's proposed budget includes $150,000 for administering the Little Hollywood and Rental Subsidy program and $12,660 for rent reimbursements. MDM's proposal came in Housing Authority Agenda Report June 11, 2018 Paa e4of4 slightly under the amount identified in the proposed budget, resulting in a cost savings for potential use on alternate program aspects (attorney services, maintenance, etc.). ENVIRONMENTAL ANALYSIS: In accordance with the California Environmental Quality Act (CEQA), the recommended actions are exempt from CEQA per Section 15061(b)(3), the general rule that the 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. Approving a Professional Services Agreement with MDM & Associates to administer the Housing Authority's affordable housing programs would not be activities with potential to cause significant effect on the environment and therefore is exempt from CEQA. PRIOR HOUSING AUTHORITY REVIEW: Not applicable. COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS: Not applicable. NOTIFICATION: MDM and Associates Families Forward ATTACHMENTS: Attachment 1 — Professional Services Agreement for MDM and Associates Consultant Services of the Little Hollywood and Rental Subsidy Programs Attachment 2 — Little Hollywood and Rental Subsidy Program Consultant Services Request for Proposals SAN JUAN CAPISTRANO HOUSING AUTHORITY PROFESSIONAL SERVICES AGREEMENT This Agreement is made and entered into as of July 1, 2018 by and between the San Juan Capistrano Housing Authority, a municipal corporation organized and operating under the laws of the State of California with its principal place of business at 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 ("Authority"), and MDM & Associates, a Sole Proprietorship with its principal place of business at 34231 Camino Capistrano, Capistrano Beach, CA 92624 (hereinafter referred to as "Consultant'). Authority and Consultant are sometimes individually referred to as "Party" and collectively as "Parties" in this Agreement. RECITALS A. City is a public agency of the State of California and is in need of professional services for the following project: The Affordable Housing Programs, Little Hollywood and Rental Subsidy Administration and Property Management (hereinafter referred to as "the Project'). B. Consultant is duly licensed and has the necessary qualifications to provide such services. C. The Parties desire by this Agreement to establish the terms for Authority to retain Consultant to provide the services described herein. AGREEMENT NOW, THEREFORE, IT IS AGREED AS FOLLOWS: 1. Services. Consultant shall provide the Authority with the services described in the Scope of Services attached hereto as Exhibit "A." 2. Compensation- a. om ensation.a. Subject to paragraph 2(b) below, the Authority shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit "B" and reimbursement for rental payments shall not exceed Twelve Thousand Six Hundred Sixty ($12,660) per fiscal year. b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of$138,820.00 per fiscal year. This amount is to cover all printing and related costs, and the Authority will not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Payments to Consultant for work performed will be made on a monthly billing basis. 3. Additional Work. If changes in the work seem merited by Consultant or the Authority, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the Authority by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement 1 ATTACHMENT 1 shall be prepared by the Authority and executed by both Parties before performance of such services, or the Authority will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement. 4. Maintenance of Records. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by Authority. 5. Time of Performance. This Agreement shall commence on July 1, 2018 and shall terminate, and all services required hereunder shall be completed, no later than June 30, 2020. At the discretion of the Executive Director, this agreement may be renewed for an additional 12 months through June 30, 2021. 6. Delays in Performance. a. Neither Authority nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non- performing party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint. b. Should such circumstances occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. 7. Compliance with Law. a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the Authority, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. C. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement. 8. Standard of Care Consultant's services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 2 61147.02100\l 0974777.1 9. Assignment and Subconsultant Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the Authority, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 10. Independent Consultant Consultant is retained as an independent contractor and is not an employee of Authority. No employee or agent of Consultant shall become an employee of Authority. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from Authority as herein provided. 11. Insurance. Consultant shall not commence work for the Authority until it has provided evidence satisfactory to the Authority it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Commercial General Liabilit (i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the Authority. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following: (1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following: (1) Bodily Injury and Property Damage (2) Personal Injury/Advertising Injury (3) Premises/Operations Liability (4) Products/Completed Operations Liability (5) Aggregate Limits that Apply per Project (6) Explosion, Collapse and Underground (UCX) exclusion deleted (7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage (9) Independent Consultants Coverage (iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement. 3 61147.02100\10974777.1 M The policy shall give the Authority, its officials, officers, employees, agents and Authority designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the Authority, and provided that such deductibles shall not apply to the Authority as an additional insured. b. Automobile Liability (i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the Authority. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). (iii) The policy shall give Authority, its officials, officers, employees, agents and Authority designated volunteers additional insured status. (iv) Subject to written approval by the Authority, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the Authority as an additional insured, but not a self-insured retention. C. Workers' Compensation/Employer's Liability (i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement. (ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the "Workers' Compensation and Insurance Act," Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer's Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers' compensation coverage of the same type and limits as specified in this section. d. Professional Liability_(Errors and Omissions) At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the Authority and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against 4 61147 02100\10974777.1 acts, errors or omissions of the Consultant. "Covered Professional Services" as designated in the policy must specifically include work performed under this Agreement. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend. e. Minimum Policy Limits Required (i) The following insurance limits are required for the Agreement. Combined Single Limit Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage Automobile Liability $1,000,000 per occurrence for bodily injury and property damage Employer's Liability $1,000,000 per occurrence Professional Liability $1,000,000 per claim and aggregate (errors and omissions) (ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required Prior to execution of the Agreement, the Consultant shall file with the Authority evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent) signed by the insurer's representative and Certificate of Insurance (Acord Form 25- S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. g. Policy Provisions Required (i) Consultant shall provide the Authority at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the Authority at least ten (10) days prior to the effective date of cancellation or expiration. 5 61147.02100\1 0974777.1 (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the Authority or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date,subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to waiver of subrogation in favor of the Authority, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against Authority, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the Authority and shall not preclude the Authority from taking such other actions available to the Authority under other provisions of the Agreement or law. h. Qualifying Insurers (i) All policies required shall be issued by acceptable insurance companies, as determined by the Authority, which satisfy the following minimum requirements: (1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. i. Additional Insurance Provisions (i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the Authority, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Authority has the right but not the duty to obtain the insurance it deems necessary and any premium paid by Authority will be promptly reimbursed by Consultant 6 61147.021 00\10974777.1 or Authority will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, Authority may cancel this Agreement. (iii) The Authority may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the Authority nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. j. Subconsuftant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the Authority that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the Authority as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, Authority may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants. 12. Indemnification. a. To the fullest extent permitted by law, Consultant shall defend (with counsel of Authority's choosing), indemnify and hold the Authority, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney's fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the Authority, its officials, officers, employees, agents, or volunteers. b. If Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's performance of "design professional" services (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault. 13. California_Labor Code_Requirements. a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects ("Prevailing Wage Laws"). If the services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the Authority, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out 61147.02100\1 0974777.1 of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor(Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4. b. If the services are being performed as part of an applicable "public works" or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. This Project may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1. C. This Agreement may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor that affect Consultant's performance of services, including any delay, shall be Consultant's sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor. 14. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same. 15. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of Orange, State of California. 16. Termination or Abandonment a. Authority has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days written notice to Consultant. In such event, Authority shall be immediately given title and possession to all original field notes, drawings and 8 61147.02100\1 0974777.1 specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. Authority shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by Authority and Consultant of the portion of such task completed but not paid prior to said termination. Authority shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days' written notice to Authority only in the event of substantial failure by Authority to perform in accordance with the terms of this Agreement through no fault of Consultant. 17. Documents. Except as otherwise provided in "Termination or Abandonment," above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the Authority. 18. O gani_zation Consultant shall assign Margaret McClean as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the Authority. 19. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above. 20. Notice Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to: AUTHORITY: CONSULTANT: San Juan Capistrano Housing Authority MDM & Associates 32400 Paseo Adelanto P. O. Box 2041 San Juan Capistrano, CA 92675 Mission Viejo, CA 92690 Attn: Laura Stokes, Housing Coordinator/ Attn: Margaret McClean Assistant Planner and shall be effective upon receipt thereof. 21. Third Party Rights Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the Authority and the Consultant. 9 61147 02100\10974777.1 22. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 23. Entire Agreement This Agreement, with its exhibits, represents the entire understanding of Authority and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement. 24. Severability The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the provisions unenforceable, invalid or illegal. 25. Successors and Assigns This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of Authority. Any attempted assignment without such consent shall be invalid and void. 26. Non-Waiver None of the provisions of this Agreement shall be considered waived by either party, unless such waiver is specifically specified in writing. 27. Time of Essence Time is of the essence for each and every provision of this Agreement. 28. Authority's Right to Employ Other Consultants Authority reserves its right to employ other consultants, including engineers, in connection with this Project or other projects. 29. Prohibited Interests Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, 10 61147.02100\1 0974777.1 commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, Authority shall have the right to rescind this Agreement without liability. For the term of this Agreement, no director, official, officer or employee of Authority, during the term of his or her service with Authority, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. [SIGNATURES ON FOLLOWING PAGE] 11 61147.02100\1 0974777.1 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT BETWEEN THE SAN JUAN CAPISTRANO HOUSING AUTHORITY AND MDM & ASSOCIATES IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. SAN JUAN CAPISTRANO MDM &ASSOCIATES HOUSING AUTHORITY A SOLE PROPRIETORSHIP By. By Kerry K. Ferguson, Chairperson Its: Printed Name: ATTEST By: Maria Morris, Housing Secretary APPROVED AS TO FORM: By: Jeffrey Ballinger, City Attorney 12 61147.02100\10974777.1 EXHIBIT A Scope of Services 13 61147.02100\1 09747771 ' �ha r� r^ ry . SOW f r am Dewe!1t hent L -_ r!4 . ,F t Strategic. Panning Fund Development Grant Research 1P i JK M' a �, - ; MDM &Assvcates �_ ,.,► r ..,, Professional fupport.Servires for " Community Progmrns and. r} Nonprofit Agencies MDM and Associates 34231 Camino Capistrano Capistrano Beach, CA 92624 (949) 374-0385 April 30, 2018 San Juan Capistrano Housing Authority Laura Stokes, Housing Coordinator/Assistant Planner 32400 Paseo Adelanto Can Juan Capistrano, California 92675 Request for Proposal Dear Laura, It is my honor to provide the San Juan Capistrano Housing Authority with Program Administration and Property Management services for the Little Hollywood and Rental Subsidy Program since 2005. In 2005, 1 was contacted by the City of San Juan Capistrano to assist in the development of the housing program. The program is very successful due to the commitment of the families accepted into the program and the tremendous working relationship with you and the city as we collaborate in providing affordable housing in conjunction with support services. The recommended support system and services are continuing to have positive outcomes for the families actively participating in the program. Program participants currently receive financial and credit counseling, monthly household budget reviews,goal setting,case management,workshops,tutoring, ESL classes, parenting education programs, legal assistance, nutritional evaluations, vocational services, and counseling for individuals,families and home care assistance for seniors. The families are advancing with their education and or vocational pathways.The families recognize that household income is often increased as they achieve their education, vocation and career goals. The children and teens are following the positive example of their parents. They are doing well in school. Several students are on the honor roll and frequently receive academic and leadership awards;many also set a goal to attend college. In addition to the monthly workshops and home visits for budget and goal setting review, families are also benefiting from First Time Homebuyer programs. Several families set as a long-term goal to own a home in the future and approximately 31%of program participants have exited the program achieving this goal. The benefits of the program are also brought to light in the testimonials several families agreed to share.I am humbled to be a part of this program and thrilled with the overwhelming success of-the families who are committed to breaking the cycle of poverty and building a strong foundation as they see the benefits of healthy relationships. I look forward to continuing my work as a consultant for the San Juan Capistrano Housing Authority and appreciate the opportunity to submit the attached proposal for your review. Respectfully, Margaret McClean Exhibit A Program Description: The program goal is to offer inclusive support programs for the current and future residents living in the 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 homelessness, achieving self-sufficiency and strengthening relationships. Offering long-term guidance and supportive opportunities assists each household member to realize their full potential as productive,responsible and caring individuals. Collaborative prap-rams include: • 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 parenting skills, anger management and developing healthy relationships + Credit Counseling,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 term—professional,personal, financial ■ Health education programs, first aid, CPR, disaster preparedness + Legal assistance and mediation services + Nutritional evaluations and community food distribution programs ■ School readiness ■ Senior service programs, nutrition, counseling, legal, professional services,transport, elder abuse and identity theft prevention, and in-home healthcare as needed + 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 pragranis are designed to assist and meet the individual needs of each household who are at or below the federal povemt guidelines. The support services target the most urgent needs of the residents while preserving their dignity and encouraging self-sufficiency. The projection is that affordable housing in conjunction with support services provides a positive environment for successful outcomes that benefit the families in the 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 corn leted in Aril. 2018. realizes a 91% success rate for program participants who successfully leave the San Juan Capistrano Housing Authority program. These: families are able to secure stabilized housing as a result of theirincreasedd household income and hood credit ratings. In addition. by cg leti.ng vocatioml training with certifications and/ or a college education With advanced degrees. the families maintain full time errs lavment. Over 31% of these families are re ared and positioned to fulfill their long terra goal to be a first time home owner. 1 Case Management: 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 head/s 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 ease 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 commitment of six - eight hours of volunteer work each month. The families volunteer at nonprofit agencies, schools, churches and community events. Each family has 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 are secured by companies insured and approved by the city. Before and after photos document the need and resolution of the repair. Current residents as well as prospective candidates for the city's program meet with a designated case manager at the beginning of the contract. Weekly, monthly and quarterly reports are submitted to the city. The 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. Program review: • The resident agrees to pay the rent before the 10"' day of each month • A late fee of$50.00 is due if rent is paid after the 10I` day of each month • The resident agrees to work with the ease manager in preparing a weekly and monthly budget with the goal of saving 10— 15% 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. 2 • Attendance at the monthly group sessions and workshops is required. * Adults living in the household also agree to volunteer 6 hours a month • Families or individuals attend counseling for (parenting, marital, anger management, child and/or teen evaluations, prior domestic violence, tutorial assistance, senior services, independent living skills training, vocational and rehabilitation services) various counselors provide services to the families, seniors and individuals. Select counselors are bi-lingual. • Meetings are scheduled monthly with a case manager. Academic advisors, and/or financial advisors are scheduled for additional sessions to assess and evaluate academic and financial goals, life skills, debt resolution, credit and budgeting. • Monthly paperwork(due on the first week of each month) that includes: 1. Gaal Sheet for each adult and teen in the household 2. Budget Report is prepared weekly and reviewed monthly for each family (Household budgets identify all monthly income and expenses) 3. Supporting documents are reviewed along with the budget sheet that include proof of monthly rent payment, household income, pay stubs, child support, bank statements, Notice of Action forms, etc. 4. Account review is completed for all expenses: Monthly bills received and paid, credit and debit card statements, groceries and restaurants , school functions, books, class registration, school and athletic expenses, gas, auto repairs, car registration, auto insurance, department stores, pharmacy, etc. • Tenants agree to a monthly in-home inspection, to maintain the residence as a safe living environment and to report the need for repairs and/or maintenance to the property management. 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 payment is not received bythe 10th of each month. A $50.00 late fee is due if paid after the 10`x` 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. 3 airoruame mousing tsachground Since 1997, 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 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. A recent study completed for a local nonprofit shows that of the 286 family members served within a 5-year period, approximately 74% of these families successfully transitioned to se sufficiency when they received support ,cervices versus the low 26% success rate 4�yeatS earlier when support service benefits were not available. The outcome results further showed that clients receiving counseling, and a disciplined case management had a 22%higher long- term success in remaining self-sufficient 12 months after exiting the Housing Program. The program developed for San Juan Capistrano Housing Authority provides support services and subsidized rent for applicants accepted into the program and realizes a 91% success rate. The program length of 3-5 years provides an opportunity for household members to secure a higher"education or vocational training, improve their credit and increase their savings. The attached testimonials were provided by several families who are currently in the program. Their experiences bring to the forefront the critical need for affordable housing and the importance of providing wrap around support services. The poignant insights humbly shared illustrate challenging journeys yet also present the positive steps and direction that they are taking to break the chains of abuse and poverty. It is our goal to open the doors of opportunity and break the cycle of abuse and poverty for the next generation in each of these households. This program offers hope with opportunities. The families are thankful for the opportunities provided by the San Juan Capistrano Housing Authority Program and it is an honor to work with these amazing families. The families in the program are determined to set and meet their personal, professional, academic and financial goals. They are focused and committed to make a positive difference in this world. 4 Eligibility Recommendations: In order to be eligible the potential resident must be Iow to very ion►- 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 beginning of their annual contract agreement. Local churches, schools, community organizations and/or social service agencies,may also refer applicants to submit a waiting list application for the 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 administrator explains the requirements of the program and determines if the potential applicant qualifies. 2. The prospective resident is asked to complete a housing waiting list application. The head(s) of the household meet with the housing administrator and/or case manager for an initial interview when a housing unit is available. 3. If the applicant appears to be a good match for the program, another interview is scheduled. The purpose for this interview is twofold. First, the applicant learns more about the program to determine 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 turn in a DMV report, credit report, copies of each household member's social security cards, copy of birth certificates, copies of three recent check stubs, employment verification, two reference letters an academic or vocational plan, and agrees to a criminal background check and drug screening. 5. The case manager confers 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 case manager conducts a walk-through of the home with the tenant and then the tenant signs the inspection report- 5 Case Management and Counseling Team: The progEam mann er and case manager. counselors and collaborative partners assiened to the families in the housingro ram rovide support and guidance for the residents in the progLam. The coanrselor s oal is to meet with all farttilies for groyp and in individual 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 family are all assessed. Residents in the program who are seniors and or disabled will have additional. needs/support and vocational or rehabilitation assistance. The case manager helps the residents stay focused on their goals and monitors the compliance with the program guidelines and support service and volunteer commitments. Frequently parent(s) need assistance with credit repair and /or legal aid and all residents need guidance in establishing and managing a monthly budget. The case 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 and case manager also act as a liaison between the counselors, 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 case 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 Watch 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 and Emergency phone numbers. 6 Length of Stay: Tenants are Re-certified Annually- (Refer to Program Guidelines) Each tenant will sign a lease, and case management/support services agreement. The city can present a 30-day notice to end the 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 10 - 15 % 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 as they resume paying full market rents or pay on their mortgage. The resident is asked to write a progress report after 12 months in the program to explain what they have gained to date from the program and to set their goals for the next 6 months. This helps the head of household to focus on the purpose and their commitment to the program. It also emphasizes that the program has a designated timeline. The case manager reviews with the household goals set each month and quarterly assesses their progress. Annually the household is re-certified and if the client is following the guidelines of the program, is income eligible and achieving their goals personally, financially, professionally and academically the program would most likely be extended for the next year. The recommended length of time in the program is from three to five years. Each household has a limited window of time in this program. Hopefully, with support and guidance,they will 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, financial planning, budgeting, computer classes, workshops and advanced education and/or vocational programs to increase their skills and income. The proposed support services are vital tools that assist in achieving their goals. Those individuals who successfully transition out of the program will then open the door for a new family or individual to participate in the program. Providing► theMCe L sa— tools within a positive environment call raise an individual's sel -esteem and improve their petentialfor achie�*2,-success. As each amill- inember works lotivardr achievitt their individual goals Ilse , have the opportunitr to become sel su acient and hreak the . pole poverm 7 Contract recommendations: 1. MDM and Associates to provide strategic planning, 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 in the program. 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 ind'iv'idual 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 MDM 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. 5. 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, life skills training, budgeting, counseling, workshops, job development and family support services to achieve the goal of self-suff ciency (2) That able working adults will secure and retain permanent full 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 future 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 Partnerships MDM and Associates, in partnership with the following collaborative partners, agree to provide comprehensive support services and programs to the households in the San Juan 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 and Girls Club: Developing character and 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 Enrichment Collaborative Partners Employment Development Programs Career Development Counselors,Education and Scholarship Advisors Health Insurance and Health Education Parent Education& School Advocacy Programs, Tutoring and Mentoring Family Counseling and Child and Teen Services Senior Support and Outreach Services Legal Services Bilingual and Bicultural Counselors Individual and group counseling 9 Dayle McIntosh 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. Dead Start San Juan Capistrano, CA Quality early education, comprehensive health and mental health services,nutrition education and family support services. School readiness activities, including a formalized 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 Various Support Services are provided to seniors in the community that include: Legal assistance, Counseling, Tax preparation, Insurance policy review,advocacy, meals served at the senior center,meals on wheels delivered to the home, transportation services, physical fitness classes, computer classes, driver safety programs, in-home safety assessments and home care assistance plans, immunizations, medical screenings, social clubs, gatherings, excursions and outreach. NeighborWorks- Clearinghouse- South Orange County Banks Orange County First Time Homebuyer 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 partners include: Age Well Big Brothers—Big Sisters Boy Scouts Camino Health Center Catholic Charities of Orange County Computer Learning Centers Clearinghouse Consumer Credit Counseling Family Assistance Ministries Family Counseling—contract services for individual needs of the household Families Forward Girl Scouts Habitat for Humanity Head Start H.E.A.D.S.Upward Human Options Illumination Foundation Legal Aid and contracted attorneys based on family requirements Meals on Wheels Mission Basilica Mission Hospital—CHEC Resource Center NAMI OCTA Red Cross—CPR Training and First 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 collabortuiu a ncies and t•o essional services are selected based on the individual or famtly need. 11 MDM and Associates Program and Property Management Margaret McClean Case Management Advisors Lorraine E, Fox,Ph.D. Susan Mehta,M.A., B.A., CIP, Certified Intervention Specialist Counselors Michael Angioli, Ph.D. Kate Baxter, MFT Ann Friedman, MFT Holly A. Plummer, LMFT Kimberly Salter, Ph.D. Education and Vocational Program Advisors "ferry Olson, Ph.D. Shannon Mumolo, M.S. Ed. Employment Development- Computer Instruction Larry Gates Karen Lynch Finance Suellen Rowe Brian Bates, CPA Fist Time Homebuyer Programs Sahara Garcia Helen Tran Wellness and Nutrition Kay Kearney, MHA Mary Jane Curry, R.N., P.A.,N.P. 12 Margaret McClean 34231 Camino Capistrano (949) 374-0385 Capistrano Beach, CA 92624 margaret mcclean @msn.com A successful community partner and leader with a diverse and extensive record of achievement in the development of Affordable Housing Programs with Support Services. MDM and Associates: 2005-Present Consultant Consults with county,cities and nonprofit agencies on affordable housing and program development + Provides property management and Neighborhood Watch Programs to fortify and maintain safe communities • Develops workshops focused on financial literacy, life skills, healthy communication and relationships,career and education • Collaborates with agencies and community partners on First Time Homebuyer Education Programs Excels in developing collaborative relationships with vendors, professional networks and community resources • Partners with public and community agencies in developing specific program goals, objectives and successful outcomes Advisorto nonprofits on fund development, board development,grant research, and community relations ■ Manages logistics, project and program budgets, and assist with contract negotiations • Excels and stays focused in a creative, fast-paced and changing professional environment Ensures community support by developing and implementing effective public relations and public information programs Motivates and retains staff, associates,clients,community partners and agencies by being a positive team player Meets and exceeds established goals Keena-Thomas Communications: 2004-2005 Vice President, Marketing Developed creative concepts and innovative approaches to promote,advertise,coordinate and plan community programs + Targeted and secured corporate donors to sponsor community and county programs and events • Assisted in the draft and review of proposals for potential contracts with city,county,federal and nonprofit foundations • Represented the public and community affairs agency in meetings with corporations, nonprofit foundations and local cities Assisted in the redesign, pre-press recommendations and print production of collateral materials produced for cities, campaigns and community relations publications Saddleback Community Outreach: 1999-2004 CEO-Executive Director Board President 1997-1999 + Promoted the organization's mission, we help those who help themselves by giving hope and assistance n Provided strategic planning and development of collaborative programs and projects to benefit the communities served Expanded and secured funding for supportive services to include transitional housing counseling,case management,career assessment, professional clothing for interviews,computer leaming center,legal assistance, car donation program, medical, dental and prescription vouchers, rental and utility assistance, adopt-a-family and back to school programs,opened thrift store Developed and reviewed policies, procedures, made administrative decisions, evaluated contracts and financial reports Created fund development campaigns and identified alliances and partnerships for corporate sponsors Implemented community relation strategies and programs for fundraising,planned giving, volunteer recruitment Identified individuals,foundations, organizations,government agencies and corporations for potential grants and donations Assisted in writing and editing foundation and govemment grants to fund the agency programs and support services— exceeded agency funding and grant awards each year + Designed collateral materials and annual reports, secured in-kind donations for agency website and video production t Participated in and made presentations to professional and community organizations,government and economic development committees, local cities,corporate,college and foundation boards • Collaborative team building skills in working with volunteers,staff, boards,community, corporate and govemment leaders • Demonstrated excellent organizational, interpersonal, verbal and written communication skills Prior Professional Affiliations: American Cancer Society, Fund Development American Diabetes Association, Campaign Development Arthritis National Research Foundation, Board of Directors Association of Fundraising Professionals Breathe Wellness Foundation, Board of Directors Irvine Chamber of Commerce Jesuit Volunteer Corps Laguna Hills Chamberof Commerce, Board of Directors Laguna Niguel Chamber of Commerce, Board of Directors Laguna Niguel Economic Development—Governmental Affairs Orange County Fire Authority, Memorial Campaign-Fund Development Rotary International SCO Board of Directors South County Chambers of Commerce Current Professional Affiliation: H.E.A.D.S. Upward, Inc. Co-founder, Board President Professional Recognition: Woman of the Year,"Advancing the Status of Women"Soroptimist International Woman of Sage Award, "Community Enrichment and Outreach" Businesswoman of the Year, South County Chambers of Commerce Paul Hams Fellow, Rotary International Agency Recognition: SCO CEO-Executive Director 1999—2004 Community Service Commendation, Passkeys Ethics in America, California State Senate Outstanding Contribution and Dedication to Community Development,California State Assembly Commendation Ethics in America, County of Orange Good Neighbor Award for Outstanding Service to the Community, State of California Education: Mount St. Mary's College, Los Angeles, California Bachelor Studies: Nursing Little Hollywood Housing Program—SJC Housing Authority Program Newspaper Article on families in the program reaching their goals Capistrano Valley News: 2011 Orange County Register: 2011 Outcome Study Tenant Year Number in Program Credit Evictio Market First Time Education/ Career Children planning Name Program Household Duration Rating n rate Homebuyer Notation at program exit to attend Exit housing at achieved College program Program Exit exit Sep-Higgins 2018 1 adult, 4 teens 5 years Excellent Yes Pre-Qualified B.A.—M.A. High School Teacher 4 Zerguera 2018 2 adults, 2 teens 5 years Excellent Yes Pre-Qualified B.A.—A.A. Business-Business 2 Douglas 2017 1 adult, 1 child 5 years Good - Yes A.A. R.N.studies-Medical 1 Ochoa-Lua 2017 1 adult, 1 child 3 years Excellent Lease Yes A.A. Business Manager 1 Option to Purchase Torres 2017 2 adults,4 5 years Excellent - Yes B.A.—B.A. Business-Banking 4 children Morse 2017 2 adults, 1 teen 5 years Excellent - Lease Yes B.S. Resp.Therapist Option to Business 1 Purchase Harrison 2017 1 adult, 2 children 3 years Good _ - Yes - M.S. Teacher 2 Gonzales 2016 1 adult,4 children 4 years Good Yes A.A. Event Planner 4 LeBlanc 2016 1 adult, 1 child 4 years Excellent - Yes Pre-Qualified B.A. in 2018 Business Owner 1 Orozco 2016 1 adult, 2 child 5 years Excellent Yes Pre-Qualified A.A.—R.N.-B.S. R.N.going for P.A. 2 Bohl 2016 1 adult,3 teens 5 years Excellent - Yes Pre- A.A.—B.A. study School District 3 Qualified Darden 2016 1 adult, 3 teens 5 years Excellent Yes Pre-Qualified B.A. Program Director 3 €aosigarcia 2016 1 adult, 2 teens 5 years Good Yes B.A.—Ph.D. Grad. Student& 2 Program Counselor Gomez 2016 2 adults,4 5 years Excellent Yes Pre- SBA—Self Emp. Business Owner 4 children approved Hileman 2015* 1 adult,3 children 5 years Excellent - - Yes A.A./Accounting Finance 3 Gorder 2015* 1 adult, 2 children 4 years Excellent - - Yes Master's Degree Counselor-to 2 Counselor Special Needs Students& Families Crouse 2015* 1 adult, 1 children 4 years Good - Yes A.A./Goal B.A. Restaurant Mgmt. 1 Ayala 2015* 1 adult,4 children 5 years Good - Yes - Medical Tech. Emergency Rm.Tech 4 1 adult, 2 children 5 years Good Yes - 1-B.S./Nursing R.N.-ICU 2 Kelsey 2014 Duarte C-A, 2014 2 adults, 1 child 4 years Good Yes - 1—B.A./1-A.A. Business/P.T. 1 Dena 2014 1 adult,4 children 3 years Excellent - Yes 1—B.S.-R.N. Registered Nurse 4 Mendoza, 2014 1 adult, 6 children 5 years Excellent - Yes 2-B.S.&4-B.A. Pharmacist/law 6 Mendez, L. 2014 1 adult, 1 child 1 year Excellent - Yes �1 adult—R.N.- Registered Nurse 1 ICU Bair 2014 2 adults, 1 child. 3 years Good - yes 1 adult- in Corporate Security 1 college Brown 2014 1 adult, 3 children 5 years Good yes - 1 adult-B.A. Marketing 2 Garcia 2014 1 adult, 1 child 3 years Excellent - yes - 1 adult—in Corporate Mgmt. 1 �� __college Randall 2014 1 adult, 1 child 1 year Good - yes - 1 adult-in Corporate Sales college Mendez,A 2014 1 adult, 1 child___5_years Excellent - - Yes 1 adult-Trade Management 1 cert _ VerKuilen 2013 1 adult, 1 child 3 years Good yes - 1 adult-Trade Cosmetology/Hair 1 Cert d Babb 2013 1 adult, 1 child 4 ears Excellent - Yes 1 adult—A.A. Escrow Officer-Mgr. 1 Eddy 2013 1 adult 3 years Fair - yes 1 adult-Trade Auto Industry - Cert High 2013 1 adult, 1 child 3 years Fair - yes - 1 adult-in Office Mgr. Law Firm 1 college Schandral 2012 1 adult, 2 children 3 years Excellent - Yes 1 adult-B.A. Medical 2 Moreno 2012 1 adult, 2 children 2 years Fair - yes 1 adult—A.A. Early Childhood Ed. 2 Smith 2012 1 adult, 2 child 1 year Excellent - Yes 1 adult Trade Floral Designer 1 _ _Cert Boyd 2012 1 adult, 1 child 4 years Fair - yes - 1 adult-Trade Senior Activities Dir. 1 Cert. Duarte 2012 1 adult, 1 child 4 years Excellent Yes 1 adult—B.A. Teacher 1 Eastvold 2011 1 adult,2 children 2 years Fair yes 1 adult,Trade Restaurant Mgmt. 2 I Cert Pedraza 2011 1 adult,3 children 2 years Excellent Yes 1 adult—B.A. Medical Office Mgr, 3 Price 2011 1 adult, 2 children 4 years Good Jes 1 adult—A.A. Insurance—Self Emp. 2 Sottosanti 2011 1 adult, 2 children 4 years Good - yes 1 adult Trade Dental Office Mgr, 1 Cert. Staben 2011 1 adult, 1 child 5 years Excellent jes 1 adult—A.A. Early Childhood Ed. 1 Vidal 2011 1 adult, 2 children 5 years Good yes 1 adult Trade Cosmetology - Cert Ayala 2010 1 adult, 3 children 5 years Good yes 2 adults Trade Hotel Industry 3 Cert Barrera 2010 1 adult, 3 children 2 years Excellent - I Yes 1 adult—B.A. Senior Care Mgmt. 3 Camou 2010 1 adult, 1 child 4 years Good es 1 adult-A.A. Accounting Asst. 1 Johnson 2010 1 adult, 1 child 4 years Excellent yes - 1 adult Trade Early Childhood Ed.. 1 Cert. Martinez 2010 2 adults,4 5 years Excellent - Yes 2 adults Trade Self Employed 4 children Cert Torres 2010 1 adult, 3 children 2 years Excellent - Yes 1 adult-A.A. Office Manager 3 Uribe 2010 1 adult, 1 child 5 years —Fair- es Disabled - Garcia 2009 1 adult, 2 children -1years Excellent - - Yes 1 adult-A.A. Insurance Manager 2 Mendez 2009 1 adult,3 children 5 years Excellent - - Yes 1 adult Trade Self Employed 3 Cert Cordes 2009 1 adult, 2 children 3 years Good - Yes 1 adult-A.A. Office Manager Winship 2009 1 adult, 2 children 5 years Excellent - Yes 1 adult-A.A. Med. Billing Auditor 2 Elliott 2008 1 adult,2 childrt3eGood Yes - 1 adult-B.A. Teacher 2 Hawk 2008 1 adult ExcellentYes 1 adult TradeSelf EmployedCert Smith 2008 2 adults,3 Fair Yes 1 adult Trade Restaurant Serverchildren Cert. Avila 2007 1adult Fair Yes Yes 1 adult-B.A. Theme Park Banda 2007 1 adult,3 children 2 years Poor Yes - - 1 adult-GED Unemployed Reynolds- 2007 1 adult 5 years Excellent - Yes - Retired "'"7 households At program exit from 2015-2018 are Pre-qualified for FTHB They are saving for their down payment for a home purchase within the next Education at Evictions two years Program Exit: Tenants i Market Rate1 -GED In Eviction 22 First Time Housing Homebuyers 15-Trade-Voc, Household Program After Rental 17-A.A. Prlor to 2005 At Program Program Exit At Program Total 2005 Exit•�" Exit 23-B.A.or B.S, 3-M.A. 60 2 1 35-MRH 22 - FTH6 59-Higher Ed. - Family Testimonials 13 April 26, 2018 To The San Juan Capistrano Housing Authority: I am writing to tell you how thankful I am for the opportunity to be accepted into the housing program in Little Hollywood. After experiencing several life altering events, the loss of my parents, my wonderful husband and then our family home, I found myself alone with my son to raise, protect, care and provide for. Though not yet homeless, my rent was quickly becoming unaffordable and it was through a previous resident that I heard about this housing program- I submitted an application to be on the waiting list and received a call from Margaret McClean who reviewed the program requirements with me. I was working full time at Dana Hills High School as a Teacher's Assistant for Special Needs students. I enrolled at Saddleback College and started taking classes towards my A.A. The following year, I received a call from Margaret that there was a one bedroom unit that would be available in a month. We met and she reviewed all my paperwork and I was told that she would get in touch with me in about a week. The following week, I was called and informed that my son and I were approved for the program. Margaret taught me how to create a budget, review and understand my credit, and provided me with the necessary skills to develop my financial literacy and stability. Though I have not done a perfect job at times, I have become more confident rather than fearful in the handling of my finances, credit and credit monitoring. The workshops have provided great resources and we can focus on living a healthy life. Counseling has given me insight and support in dealing with the loss of my husband and my son's father. It is with a heart full of gratitude that I thank Margaret for her kindness, patience, support and amazing teaching skills. She is a person who encourages us all to be our best. I admire and respect her and this program for providing my son and I with tools and skills that are life changing. Kind Regards, Linda R. April 27, 2018 The San Juan Capistrano Housing Authority has truly been a blessing to our family. Before we came into the program we were renting a bedroom in an apartment and had no plans on ever renting or even buying a home. The rent for a one bedroom was too high for us to afford.We were in debt with student loans and didn't know how to save and manage our money.We both went to technical school that left us in debt. In this program we keep a budget of where our money goes and this helps us save and manage our money.We have monthly meetings with Margaret,in which we go over our plans,goals and budget. In addition,we have monthly meetings as a community. In these meetings we learn about different topics that will benefit us in everyway.We have had many groups from the community come to our monthly meetings. Some topics were how to invest our money wisely/saving money, First Time Homebuyer programs and education, Community Neighborhood Watch,Neighborhood Works, domestic violence education, how to keep our children safe online, stress management, and parenting classes. While being in this program it's mandatory that we are enrolled in school, which has pushed us to stay in school. Next year I will receive my Bachelors in Human Services. My husband will has a few more years of school to accomplish his dream and get his degree. We have money in our savings account, our credit went from poor to excellent and we are in the process of Finding the right housing situation for our family. We have grown so much as a family and as individuals. This program has not only benefited us but our children as well.They have seen the dedication we have put into the program and are learning from us. We are truly grateful to be in a generous program and to have a wonderful mentor like Margaret that has been there for us each step of the way. Thank you! The Chavez Family April 24, 2018 To the City of San Juan Capistrano, As members of the Little Hollywood housing program,we are very grateful for this opportunity that the city has given us. Before we entered the program, our housing space was very limited. We lived with my parents when we first heard about Little Hollywood and we signed up for the waiting list. When we got the call last year about applying for the program,we were living with Faviola's parents.That area of San Juan is overcrowded and home to many gang members and drug dealers.We were a family of four all sleeping on a mattress in one of the bedrooms of the condo. Our daughter was a toddler and our boy was a newborn at the time.We struggled with finding parking spaces, having privacy as a family, and having adequate space for our belongings. It was also hard to cook and eat as a family.As a result, we spent the time and money on fast food instead.This did not help us to contribute to our savings. We have now been in the program for fourteen months.We are blessed to be living where we are now with an affordable monthly payment. Our housing status has greatly improved. Our daughter Melanie is four years old and enjoying her own space. Nicholas,our son, is going for two years and able to go outside and play in the backyard garden without us worrying about gang members or cars driving recklessly. I was able to finish my Master's Degree early last year. l was also promoted at my company Vista Paint from store manager to sales representative. I am very happy with my job title, but I am hoping to succeed more and move onto a bigger company. Faviola is now returning to school this summer. She completed an Associate's Degree in Sociology in 2012, but wants to complete one for Mathematics as well. She is still working part-time at an optometry office. Her goal is to get a Bachelor's Degree and possibly teach math. Our family goal is to be financially stable and buy our own house. Currently, I am paying off my school debt. In the future, I want to be able to provide for my children's needs without struggling with school or credit card debt. I want to eventually obtain my Doctorate's degree as well. As parents, Faviola and I want the best for our children and hope to be the best role models for them.They deserve happiness and a safe environment and Little Hollywood has provided both. We cannot express our gratitude towards the city of San Juan Capistrano, Little Hollywood,and Margaret.Thank You! -Francisco Medina and Family April 27, 2018 To describe this program and myjourney within in it,the two best words I can use is `Life Changing." This gift,The Little Hollywood program,was offered to me 3 years ago when all I had was a blow up mattress, a dresser full of clothes,and the weight of the world to provide for my son and I riding on my shoulders, it was paralyzing.As a single mother, I worked forty hours a week, living paycheck to paycheck,sometimes running out of money, and sleeping on a couch not knowing what the future would hold for my son and I.The day I received the phone call that i had been approved for the program, I broke down in tears and for the first time since my son was born, I had hope of a better future. Margaret explained to me the requirements and expectations of the program and it was terrifying, but at the same time, it was the building blocks necessary to be successful and independent. I had anxiety and fear that this program was going to be too much for me to handle and that I was going to fail. But what makes this program so unique and successful is the woman who leads it, Margaret McClean. Her compassion and dedication to guiding you to be your best "self° is what calms your fears.She takes you under her wing and teaches you how to fly again. She pushes you out of your comfort zone because that is the only way each and every one of us is going to grow and develop the necessary skills we need to make a better life for ourselves and our families. Margaret goes above and beyond to seek out trusted resources to come out and educate us on how to be both financially and emotionally stable which are the two most important components in being successful and independent. When I started this program, my credit score was in the low 500's. I had not had a savings account in over ten years and I did not qualify for a credit card. I had a job working in retail where there was no room for advancement or a raise in wages. I was able to go back to school and because I was given the chance to further my education, I have obtained a new job making substantially more than I was at my previous employer. I have opened a savings account, I was approved for a credit card,my credit score has increased to 758,and I am debt free. I also got married and because of this program and the stability it has provided, I was able to make healthy choices in my personal life. My son has a step- father who worships the ground he walks on and I have a husband/life partner to build a life with that I never thought was possible. I would not be where I am today if I was not a part of this program and its workshops it provides,they have taught me how to fix my credit, how to budget my finances,where to go to get the necessary services to heal and strengthen my family and self,and most importantly, how to plan for my future with financial and emotional stability. I can't say enough about Margaret McClean and the Little Hollywood Program. Her hard work in providing us a strong foundation and guiding us to be successful is a once in a lifetime gift. I grew up in San Juan Capistrano and have lived here for over thirty years and I am blessed to be part of such an amazing city that provides a program like this because not only is this city full of history and beauty,but through Margaret and the Little Hollywood Program, hope is being restored and lives are being changed in ways we thought could never be possible. Nikki T, April 24, 2018 To Whom It May Concern: My name is Raquel. I am the mother of two boys aged 8 and 6. The Housing Program of the City of San.Juan Capistrano has saved my life. When I first applied for this program,my husband and I were the parents of two children and living in housing that we could no longer afford. We lost our business, our home and our family was on the verge of being homeless. We moved in and out of temporary housing with friends and family—sleeping on couches and the children were in sleeping bags. I talked to Margaret McClean for over a year and was given community resource information. We kept in touch. About a year and a half later we received a call to set an appointment to review our employment and education plan. We met, and month later another call came from Margaret stating that we meet the requirements for the program and a house was available for our family. It was the first time in over a year that I had felt there was hope. I was so grateful for a place to call home; I was broken, 75 pounds heavier than now and filled with incomprehensible demoralization and shame. I had no idea at the time, that this program would restore me to sanity and give me my dignity and sense of purpose back. This program is incredible because it is run by a person who believes in our success and someone who gives us a hand up and not a hand out. It has great structure, yet is personalized. In my experience,we have felt cared for and encouraged every step of the way. When I entered the program I was approximately $75,000.00 in debt to the government with tax liens from our prior business. My credit was shot and I had a car that was always broken down. I took a job making only$9.00 per hour at a restaurant in San Juan Capistrano because I was able to walk to work. Within six months following our family moving into the housing program, my husband left us. I wanted to die. I had two small children and felt abandoned. The only thing keeping me going at the time was that my children and I had a roof over our head and someone in my corner who would guide me to my growth. THANTK YOU MARGARET! During the time that I have been in the housing program., my son was diagnosed with a heart condition. This program carried me through with counseling and support. A year after that, I was told that I had pre-leukemia. I was reduced to working part time, and this program was there for me. Today, after many treatments the pre-leukemia condition is gone, although, I continue to see my oncologist and receive infusion therapy as needed. This program was with me and my family every step of the way. I cannot imagine being able to go through the challenges we faced without the support and our stable and affordable housing. This program has not always been easy. Going to the workshops, completing a weekly budget,having home visits, working and going to school, and always striving to be better,requires constant action and focus on my goals. I have done the work and it has paid off. I have not done it perfectly, but progress is not perfection. Today, I am healed in so many areas because of this program! My children are happy and we are improving our lives through a healthy lifestyle. Today, I only owe $500.00 to the government; I have re-established my credit and looking at the possibility of purchasing a home in the near future. I currently have an executive level management job and finished my classes in Real Estate.Next month, I plan to take my Real Estate License exam. I now drive a reliable vehicle, and am able to be a great mother, because of counseling, classes and the support provided by this program. I will never be able to repay what this program has done for me and my family. This program helped me smash my old belief system that physical and verbal abuse was acceptable. I believe in a power greater than myself. My self-esteem and confidence is opening doors for future opportunities as I now understand how to develop healthy relationships. The support and fellowship from all of the neighbors in our community is great. We work together to be our best selves. This program and my experiences are helping me to feel empowered with hope, purpose and opportunity. I am becoming the woman I was intended to be and owe it all to this program. Thank you from the bottom of my heart. Raquel O. Apri122,2018 This is the personal testimony of Shanel.Castrejon In the summer of 2012, 1 packed up my three young boys, and whatever I could fit into our car,and moved into a domestic violence shelter. I had been a stay-at-home mother for four years, with no intention of continuing my career,when I realized that my children and I were not safe in our own home. At first, I thought we just needed to get away to give my husband some time to come to his senses. It took some counseling and education for me to learn that we were all victims of domestic violence, and that we could not go back. As I continued through my program and learned about boundaries,healthy discipline, and the resources available to me, I grew stronger and more independent. In September 2014,we graduated from the domestic violence program, and I got my own apartment. Around the sane time that 1.moved into this apartment, I had also put my name onto the list for Little Hollywood in San Juan Capistrano. It was scary being out on my own,because my income was $2,200 per month, and my rent was $1,950 per month. I had a savings from my divorce settlement to subsidize me for two years,but I wasn't sure what I was going to do after that. After a year and a half at this apartment,any savings was starting to run out. I had applied for a home with Habitat for Humanity, and went through the process of being interviewed and vetted, but was turned down because the Board of Directors chose another family instead. I was starting to feel desperate. I searched for a roommate on the internet, and found a nice woman with a child,but an unsteady income. It didn't seem like the best option, but we needed help. All this time, I had also developed a strong conviction in my heart to go back to school to get my MA in psychology. I really wanted to be on the other side of the tragedy of domestic violence,by educating men, women, and children about healthy relationships. The other reason I wanted to go back to school, is because I knew it was the key to increase my income. I just didn't see how it was financially possible. I received the phone call from Margaret and she told me that there was a home for us and I had to be enrolled in school. It felt like divine timing. I believed that this was my green light to pursue my dream! We have been living in the Little Hollywood community for two years, and we love it here. My boys are thriving in school, and they feel relatively safe in our neighborhood. I am making progress in school, and completing my goals of saving money,while paying my monthly tuition. I will be graduating without school debt. I started working for Western Youth Services in October 2017, and plan to do my practicum there. I am hoping;to get hired as a paid intern at WYS as well. I believe that with my experience, my education, and bilingual Spanish skills,I have a fairly good chance of finding a job as a therapist or social worker, and thereby doubling my income. I am still on the list for Habitat for Humanity, and will be putting my name on the lists of other affordable housing programs,just in case my career is not where I hope it to be when I finish the program at Little Hollywood. I want to thank all of the individuals that run the San Juan Capistrano Housing Authority program. You are making a profound impact on my life, and the lives of my children. It is difficult for single mothers to find safe housing, as many times we are put into compromising situations, out of desperation. I grew up with a single mother, and as a child, I remember being afraid of some of our roommates and boyfriends. Fortunately, my children aren't experiencing that kind of fear, because I was able to break the cycle of abuse and violence in my life. I couldn't have done it without support,which is why I am so grateful. Sincerely, Shanel Castrejon RE GO" ISTER. San Juan helps homeless become homeowners Py BRITTANY LEVNE 2011-06-24 08:49:52 �-` On a whiteboard was a list that read"career training," "credit counseling" and "parenting classes," but Margaret McClean wanted to add one more. "Wouldn't it be fabulous if someday you could own your own home?" the manager of a specially crafted affordable-housing program in San Juan Cap€strap- asked program participants during a talk at the city's g Community Cerner in 2P)5. There's no way, the participants responded. To that, McClean had one thing to say: "What if?" Since then, several participants in the Little Hollywood Affordable Rental Housing Program have become homeowners. They are single mothers, people who lost their jobs and others who had hit rock bottom. Many were once homeless, had never heard of a credit score and never dreamed of homeownership. Several Orange County cities use money from the Qepartmeni ai Housing and Ur ,a n for transitional housing and shelters, but San Juan is one of the few that accept families to rent city-owned housing for three-to five-year terms. It requires them to take classes appropriate to meeting desired goals, participate in small group sessions and meet with an adviser once a month about their budgets and life issues. SEE A SLIDE SHOW HERE OR AT LEFT. MAP Rents at Little Hollywood are dependent on income, but on average, the one-, two- and three-bedroom units range from $450 to$1,100 a month.The market rate for a two-or three-bedroom townhome or apartment in San Juan Capistrano is $1,450 to $2,100 a month. Since 2007, seven of Little Hollywood's 34 families have bought their own homes, and many more list that as a long-term goal. That's atypical for affordable-housing programs, McClean said. By comparison,the Oral-., e uounty Housinc-Authority provides rental subsidies through HUD to 11,000 families in 31 cities. In the past few years, fewer than 10 have bought homes, mostly out of the county, said John Hambuck, a Housing Authority manager. OCHA offers classes similar to Little Hollywood's, but they are voluntary and have about 250 participants. GETTING STARTED In 1999, San Juan Capistrano,through its Redevelopment Agem, , bought migrant-worker housing near the Los Rios District, tore them down and built 14 prefabricated homes intended for low-income residents. At the time, if you qualified for affordable housing, you could stay there indefinitely. About six years later, the city enacted time limits and hired McClean as a consultant. She designed a mandatory educational component. The program now has space for 34 families and has a two-year waiting list. http://www.ocregister.comkommon/printer/view.php?db=ocregister&ld=305771 5/24/2011 THE ORANGE COUNTY T�X. GISTER San Juan helps homeless become homeowners By BRITTANY LEVINE 2011-06-24 09:00 ar° � u Susana Mendez enjoys her home's kitchen with daughters Alexis, 12, left, and Marlene, S. The single mom got help through the Little Hollywood Affordable Rental Housing Program in San Juan Capistrano. PAUL RODFRUGUEZ, TIHE ORANGE COUNTY REGISTER O Copyright 2019 Freedom Communications.All Rights Reserved. PdvacvPoiicsy User�g ream entI i 144 h4://www.ocregister.comi'Sections/printer./Photo/?id=3 05771&pie=5 7/3/2011 171E U>f,lR4E C1h1lYl Y AN EDITION OF SrFR r J y2�f•" '44 '� f V l j 5usana Mendez and her daughters Alexis, 14 lett,and Marlene,Or stand in front of their San Juan Capistrano home that Mendez bmught through Habitat for Humanity after participating in San.Juan's Little Hollywood Affordable Rental Housing Program. X PAUL RODRIGUEZI4r,REcMER,c0hti HO E AT LAST LITTLE HOLLYWOOD HOUSING PROGRAM HAS HELPED CLIENT'S 097AtbL1 A e-'InAI TLiCV f%KlrC 'rUfllIIr-U"r IKAOnCC101 r *%A4wr A EXHIBIT B Schedule of Charges/Payments 14 61147.02100\1 0974777.1 SCOPE OF WORK DESCRIPTION GotistiTfarie 1 PROGRAM APPLICATION PROCESSING FEE S Hours or Flat Fee TOTAL$ 1.1 Review and screen the waiting-list applications for program eligibility. $ 45,00 50 $ 2.250.00 _ 1.2 Contact all waiting list applicants(currentty228 applicants)and provide the following information: 9;300.00 iCurrent program description and_eligibiIity req ui rern ents. — $ 25:00. 100. $ 2,500.00 I p ___ip_ (�3• _$ 6160 100 5 500.00 j Oescribe.the waiitng{ist process and provide the current amici sled timeframe tt.S. — Provide the names, addresses, and contact numbers for alternative housing programs and support service agencies that are located within south Orange County;that are specific to the individual applicant(household) o._ needs. — _ $ 31100 100 $ 3,000.00 _ Provide guidance and examples of cost saving measures specific to the hotmehold rleads(i.e.food pantries, d. social service agencies,active rebates,etc,)..- _ $ 25100 100 $ 2,500.00 —Update the applicant contact information for applicants in order to provide future updates and housing support (service recommendations as household conditions change. 14.00 100 1,000.00 1.3 Update the waiting list with current information and status updates. $ 10.00 228 $ 2,280.00 1.4 Determine appropriate household size for the available unit(s). 5 10,0010 $ 160.00 1 � _ As units become available in the Little Hollywood neighborhood,the Housing Consultant shall contact all waiting 1.5 list applicants and obtain/complete the following: $ 446.00 a. a ies of child custody.a�nd�vrc=doEurrantatiyn €Gable). Conduct an inifial interview with households to review Program Guidelines and to — w b; determine if they are qualified for the program based.,vn the following Program Guidelines: T_ $.._ .. 150.00 9..._...._ �. 1.350.00 U.S-CitlzenshigfPermanent Alien Resident Status. 5. Evaluate the household income to determine projeytied rent. Iii. Household size- .____....- Iv. Household priority. _ . V. Initial household background check. TSCOPE OF WORK DESCRIPTION _ Complete in reviews of waiting list applicant's household gross incomes to determine final income levet. $ 150.00 _ 9 S 1.350.00 l — —- _--— ... _ _ ._ 1it rc!7ort,S. j Bank savings and credit.accounts for the past three months. T �� Pa r]—_stubs for the past three months. _ — _ }sv. Tax fill ngs for the past three years. v. Income to debt ratio. ,. .. - --- --- -- — - — ' I (Complete in-depth criminal background check of household members to determine if there is a history of d: _ �alcoholldrug abuse,or criminal history. W...— � $ 75,00 9 $ 675.00 e. —_ (Complete final interview with qualified households. ^ 50.00 9 450.00 Caioulate rents and security deposits for qualified households based on household size, unit size, and! f. household income. — — 6. 20.00 9 $� 180.00 — Determine if a payment pian for sa:urity deposit payments Is.necessary,acid establish appropriate terms to bell f [included in the lease agreement. �— — E $ 20.00 9 $ 180.00 [Meet with the Authority's Housing Coordinator to review the applicants alignment with the Program Guidelines, _— h. ..._. sand finalize selected household for available unit. — _ — $ _ 50.00 9 $ 450.00 r- Meet with selected household to complete$ease andjijn!hs lease and P.s ram Guidelines. $ �20.�17 9 $ 180.00 --� — $ubmil signed lease and guidelines to the Authority!or final execution. _ — $ 10.00 9 $ 90.00 _k. _.._ Obtain cagy of driver license,au!e req s!ration,and auto insurance for houscrold drivers. { $ 5,00 9 $ 45.00 Complate household walk through, leasing checklist of rented condilions. and provide household with key,i I. parking piss,and guest Pass. $ 50.00 9 $ 450.00 2 CASE MANAGEMENT AND PROPERTY MANAGEMENT 2.1 Review and screen the waiting list-applications for program eligibility, $ _ 0.65 50 ffi 500.66 Perform weekly reviews of household budgets for irregular expenses and council on appropriate andtor 2-2 concerning spending. S 75.00 25 S 1.875.00 Perform weekly meetings with the Neighborhood Watch captains regarding matters of safety concerns and 2.3 re its of criminal activity in the corn inunol . S 40.00 52 $ 2.080.00 SCOPE of WORK DESCRIPTION � 1 - - __ - 2.4 Perform weekly inspections of neighborhood for maintenance concerns. _ 40.00 52 Z5 Perform monthly home visits to review all Little Hollywood and Rental Subsidy Program household situations. $ 5,18 .00 tReview the hllosehol�l rom lance wltfii11e'1'>a ram grjfdeiinc s S 10.40 -� $ - b. !Verify monthly rent payment .— —_.... — $ - 10.04 _ 28 $ 28n,on c. ii�sct households for maintenance concerns. V _ $ — 25.40 28 $ 700,00 _ d. Establish and evaluate goals and needs for each family member. - 5 . 150.00 28 — �4,e�,;7.04 — i. Educational and vocational -- -� ii, Career �- - - iii. _Financial --------_ - - --� --- _ - - .—... -- T V. Personal — Provide twenty-four hour, seven-day a week contact service for tenant maintenance not identified at monthly 2.6 inspections. $ 150.00 52 7.800.00 2.7 The consultant shall complete the following when maintenance concerns arise: $— 2.620.00 - a... Document all evidence of necessary maintenance throughS. — _ I $ 14.00 ......-.... 28 $ 280.00 - i �b. Receive three bids for all maintenance repairs from kutftonty approved contractors. ^- _TM $ 50,00 28 $ 11400.00 — -._ 4......__ - . Send all holo documentation of dem�e_and bids to the Authority's Housing Coordinator forappmll $ 10.00 28 . ..$ 280.00 _ -d, Coordinate_repairs with Authority gM6d eoAtraoiar8 nd tenants. — $ 10.00 28 $ 260.003 1 Dccument all evidence of repairs through photos and send all photo documentation to the Authority's Housing, e. Coordinator- _ $ 10.00 28 $ __..- 280,00 Scheduling monthly workshops on Friday nights for educational and growth opportunities for all program participant's attendance(i.e.budget management,credit oversight,first time homeownership opportunities, etc.).Workshops are scheduled on Friday evenings due to household work and school schedule and the 2.8 Community Center's availability- $ 8,0OD.00 a. I.oh lSedula speakers. — — 9 mom� 12 $ 3,MOp f- I b.. 'Provide refreshments for all housahe;ds 5 200.00 12 _ 21400.00 SCOPE OF WORK DESCRIPTION _ C. Provide child care services with the folloyjiM requirements: 250061 12 $ 3.000.00 1 CPRtraifiing. ...... . ...... ...... 11. First Aid cards, Criminal back-ciround-check clearance,- —-- —-—------------ Provide all Little Hollywood and Rental Subsidy tenants with counseling and support services as needed. 2.9 Support services shall be part of the Housing Coordinator's budget and include but not be limited to: $ 30.00.00 30,000.00 Career Counseling Emptoyment Assistance Senior Services Child Care ESL Classes Tax Preparation Tutoriny Financial Evalvarion WeRnass P.oqram Vocational DwWap Goal SetLinq Plans LooAssistance Credit Conef,An Health Education School Readiness Provide twenty-four hour,seven-day a week contact service for Little Hollywood 2.10 and Rental Subsidy tenant counseling. $ 5.000-00 1 $ 5.000.001 ...... ..... 2.11 Annually re-certify all households. J S 16.250.OD .......... .......... _10etermine if household size isslill appropriate the unit. 0.00 25 - 760-00 ne current income level. _,7 h Complete-in-depth reviews of household_g rows incomes to determine —$--3-50—.00 _i5 8,750.00 i. Credit reports._ _ L Bank savings and credit accounts far the past three months. ........... iii. Pay stubs for the past three months. iv. Tax filings for-the past throe years. V. Income to debt ratio. .. ........ C. Calculate chanqe in rents(if an )for based on household size,unit size,and household Indome. $ 30.00 25 750.00 ............................................................�­.......... d, Review all household member goial s and pro glitss low§,rd meelling jR�gq-jtrrn_qN 5-00 25 SCOPE OF WORK DESCRIPTION _ (Meet with the Authority's Housing Coordinator to finalize household approval for re-certification for available e. lunit: 75.00 25 $ . 1,875.00 f. Meet with selected household to complete lease and sign the lease and Program GLid_ files,_ $ 50.00. 25 —__ -$ 1.250.00 r _ Prepare and Submit srgred lease and guidelines to the Authority for final execution _ — U181413.00 25 t.0013.00 2.12 Attending training and meetings as requested. 200.00 4 J $ 1300.00 213 Provide the Authority with weekly updates regarding the program status. 10.88D.00 a..— Review hoUSf•^^d concerns and successes. _ 75.00 y 52 S 3;9013.00 6, w jFeview maintenance:concerns and pnticrpaled capital im prove m Grits. $ 75.00 52. $ 39�o.fl0 I } 1..- C. P,eview expected vacancios. _ _ _ $ 15.00 _ 52 $ 78(}.00 d. .. ._L—,Review activity of waiting lists. _ ——_ — $ 40.00 _rt 5 $ 20B4.00 - Provide quarterly written reports to the Authority on all Little Hollywood and Rental Subsidy household's 2.14 progress in the program,including the following: $ 1,9,1,or, a. Status of rent payments.Current/late and amount of late fees assessed. $ 50.00 — 4 $ 200.00 _ b_ — _ Status of all adults'employment; $ 50.04' 4 $ 200.00 C. Status of all household members'education. _ _ _ 50,46 4 $ 200.00 d, Status of sup nor,services used by the household.. _ $ 50.00 4 5fetus of workshop attendance. $ 25.00 4 100,00 f. . Status of home Inspectlon. _ — $ 150.00 4 $ 600.00 Recormmnr;atlons or comments on the housF`u':?'s progress 0f necessary). is 1013;0.0 4 S 400.00 — Provide annual written reports to the Authority on the progress of the households who have existed 2.15 the program and maintained contact,including the following: $ ,p(jt},p(} a. status of housing. _-0 $--....50.00. 25 1,254A0 ~ - b. 5i2ltus of all adults'em la mart. — $ 50.0E1 25 SCOPE OF WORK DESCRIPTION c. IStatus of all household members'eduaaficn. -- —Y — __.. _ .--... .___..... _ _..�._._ _. 5 50.00 � 25 $ _ 1,250,00 -- d. Comments on the household's p gr roess_(if necessary). — $ .. _50.00 25 _ $ 1,250.00 i — --- -• 2.16 Complete an exit interview and walk through of unit for each exiting household. S 4,500,00 a (Provide a list of any unit damage and procure bids to remedy _. 100.L#0 9 $ sUo.00 b._ _. O.ocurnent all evidence of necessary repairs throu gh.photos and written docurnentatiorr. $ 75.00 9 $ 675.00 C, Receive three bids for all repairs from Authority approved contractors. — $ 36p.00. _� 9 — $— 1.350.00 — -- Prior to the twenty-first day following the household's vacancy, provide final letter by certified mail to tw ingi - household of the itemized damage, written estimate to repair damage, and total Security Deposit amount d. remaining tv be reimbursed. — $ T 25.00 9 r a. Provide the Authority with exit summary innfttdi -___ _ --- 150.00 9 5 #;350:00 i. Move-out inspection analysis, !_... ii. Bid estimate for repairs. — iii. Photo documentation of unit condloon and rapatrs, iv. Final letter sent to the household. I v. Security Deposit amount to be reimbursed. _ _ -- --- — ... Ivi. Household forwarding address- ^T 2.17 (Complete eviction procedures in accordance with State law if necessary. $ 3 RENTAL SUBSIDY PROGRAM Make rent payments to Landlords by the first of each month. The Authority will reimburse the Housing 3.1 Consultant this expense with the Authority s standard invoicing/payment process(every two weeks). $__ 20.00 _ 12 $ .. 240.00 Act as liaison between tenant and independent Landlords for any maintenance concerns and/or landlord tenant &2 disputes. $__--20.00.1--12.. i 5-—.._.240.00 _ .... 3.3 Keep records of all household's progress,maintenance,and program compliance. —10.001--12 5 120.00 — i 3.4 Oversee the household's compliance with the Authority's Program Guidelines. $ T�3DO.06 — SCOPE OF WORK DESCRIPTION Provide the Authority with written correspondence of any household that is in'violation of the Program Guidelines, .- $ 50.001 _ 4 $ 200.00 Attend meetings with tenant households and Authority representatives to discuss violation and possible L repercussions. _ _ _ _ _ _ _ $� 100.00 1 $ 100.00 �_. 13,200.00_ Adinierstratrve Assistance-P, 8nd pr 'l3!Man ent $1100 12 $ TOTALANNUAL FEE S iProgram Administration,Propertyy Masa ement,_Professional and Support Services —_ —. _. — r$ 138:820.00 _ .- - i NO 41.0 SAN JUAN CAPISTRANO HOUSING AUTHORITY REQUEST FOR PROPOSALS FOR HOUSING CONSULTANT FOR LITTLE HOLLYWOOD AND RENTAL SUBSIDY PROGRAM ADMINISTRATION AND PROPERTY MANAGEMENT SUBMIT OR E-MAIL YOUR PROPOSAL BY 5:00 PM ON MONDAY, APRIL 30, 2018 TO: City of San Juan Capistrano Attn: Laura Stokes, Housing Coordinator/Assistant Planner Development Services Department 32400 Paseo Adelanto San Juan Capistrano, California 92675 Isto kes(o-�sa n o u a_n cap i stra ii o.o rg (949) 443-6313 1. INTRODUCTION The San Juan Capistrano Housing Authority (Authority) is requesting proposals from qualified firms for a Housing Consultant to administer the Authority's Little Hollywood and Rental Subsidy program for a period of twenty-four (24) months, July 2018 through July 2020. The Rental Subsidy Program is expected to end by 2020. The Little Hollywood and Rental Subsidy programs assist lower income households by providing reduced rents, comprehensive counseling, support services, monthly progress checks, and monthly group workshops. The Little Hollywood program serves up to twenty-four homes which are owned by the San Juan Capistrano Housing Authority and rented to lower income households. The Rental Subsidy program serves up to four households in single-family residential units; in which the households rent from independent landlords, and the Authority subsidizes a portion of the rent to ensure the rent remains affordable to the low income households. ATTACHMENT 2 Request for Proposals (RFP) Little Hollywood & Rental Subsidy Programs 2 � San Juan Capistrano Housing Authority The Housing Consultant will provide property management services for the twenty-four Little Hollywood units and surrounding Authority property (Attachment 1) and, administer the Authority's Little Hollywood program and Rental Subsidy program in accordance with the Little Hollywood Program Guidelines (Attachment 2). 2. SCOPE OF WORK The scope of work requirements for the Little Hollywood and Rental Subsidy Programs is provided as a separate document (see Attachment 3). 3. PROPOSAL REQUIREMENTS Consultant proposals shall include a transmittal letter including a statement of understanding of the scope of the project, the general methodology/approach to be used, a description of the firm's background and experience. The Proposal shall be signed by an individual authorized to bind the consultant and shall contain a statement that the proposal is valid for at least a 90-calendar day period. The proposal will also include the following: 3.1 A proposed scope-of-work (SOW), consistent with the Authority's SOW requirements, including a description of the specific work tasks that will be completed and work products that will be produced. 3.2 A list of similar housing programs managed by the firm and project manager(s); including key staff to be used. 3.3 One-page resume of the project manager highlighting that individual's relevant experience, skills, and education. 3.4 A proposed monthly fee to perform the services outlined in the Scope of Work, including a breakdown of the estimated cost, estimated hours, and the hourly rates for all personnel to be involved in the services provided. 3.5 A list of references for similar services provided. 4. PROPOSAL SUBMISSION Interested firms or persons should submit their proposal in PDF format (600 dpi resolution, color or black & white) by e-mail to Istokes(aosariELiancapistrano.orq in the Development Services Department, City of San Juan Capistrano by the time and date indicated on the coversheet of this RFP. 5. SELECTION PROCESS A selection committee composed of City staff will review the proposals pursuant to the City's adopted Purchasing Policies and Procedures to select the most qualified Request for Proposals (RFP) Little Hollywood & Rental Subsidy Programs 3 San Juan Capistrano Housing Authority consultant with particular emphasis on the following factors consistent with: 5.1 A proposed scope-of-work (SOV ) including a description of the specific work tasks that will be completed and work products that will be produced. 5.2 Completeness of proposal. 5.3 Firm's experience and resources. 5.4 Professional qualifications of key personnel. After evaluation of the proposal, and subsequent interviews if needed, the Authority will select the most qualified consultant with whom to negotiate an agreement to provide the consulting services through the completion of the Project. The Authority reserves the right to reject any or all proposals, to waive any informality or irregularity in any proposal received, and to be the sole judge of the merits of the respective proposals received. 6. AGREEMENT / INSURANCE REQUIREMENTS The consultant selected for the study will be required to execute a standard San Juan Capistrano Housing Authority Personal Services Agreement (Attachment 4). Proposals shall include a statement that the submitting firm/person is amenable to all provisions in the Authority's standard agreement. If a proposing firm/person takes exception to any of the terms in the Personal Services Agreement, the firm/person must notify the Authority of their specific issue(s) as soon as possible and determine whether the provision may be modified. Insurance and indemnification requirements are not negotiable. 7. AUHORITY'S RIGHTS The Authority may investigate the qualifications of any proposer under consideration, require confirmation of information furnished by a proposer, and require additional evidence of qualifications to perform the services described herein. The Authority reserves the right to: 7.1 Reject any or all of the proposals and issue a subsequent Request for Proposals. 7.2 Cancel the entire Request for Proposal. 7.3 Remedy technical errors in the Request for Proposal process. 7.4 Appoint an evaluation committee to review proposals. 7.5 Seek the assistance of outside technical experts in proposal evaluation. Request for Proposals (RFP) Little Hollywood & Rental Subsidy Programs 4 San Juan Capistrano Housing Authority 7.6 Approve or disapprove the use of particular subcontractors. 7.7 Award a contract to one or more proposers. 7.8 Waive non-substantive errors or irregularities in proposals. This RFP in no way commits the Authority to enter into a contract, nor does it obligate the Authority to pay for any costs incurred in the preparation and submission of proposals or in anticipation of a contract. 8. PUBLIC RECORDS ACT Responses to this RFP become the exclusive property of the Authority and subject to the California Public Records Act. Those elements in each proposal which are trade secrets as that term is defined in Civil Code section 3426.1(d) or otherwise exempt by law from disclosure and which are prominently marked as "TRADE SECRET", "CONFIDENTIAL", or "PROPRIETARY" may not be subject to disclosure. The Authority shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked if disclosure is deemed to be required by law or by an order of the Court. Proposers which indiscriminately identify all or most of their proposal as exempt from disclosure without justification may be deemed non- responsive. In the event the Authority is required to defend an action on a Public Records Act request for any of the contents of a proposal marked "confidential", "proprietary", or "trade secret", the proposer agrees, upon submission of its proposal for Authority's consideration, to defend and indemnify the Authority from all costs and expenses, including attorneys' fees, in any action or liability arising under the Public Records Act. 9. QUESTIONS Questions regarding this RFP should be sent in writing to Laura Stokes, Housing Coordinator/Assistant Planner via e-mail to: Istokes sanouanca istrano.or . Questions concerning information already contained in the RFP will be answered in writing and provided to all firms who have been sent the RFP or have advised the Authority's project manager that they are preparing a proposal. Questions requiring clarification or additional information may be addressed in an addendum to this RFP. All Authority correspondence involving questions and answers related to this RFP will be provided to all other known proposers. Attachments: 1- Little Hollywood units and surrounding Housing Authority property 2- Little Hollywood Program Guidelines 3- Scope of Work Requirements 4- Standard Housing Authority Personal Services Agreement (PSA) Little Hollywood Site Map it i YLywIWA& '■ � 26611 .. 26SOB o� + s 603 -' ►scion Strieer Mission Street - w =� - ;; 26610. ` r � .. to t•f �'•� �\ Y fF:� `��,�i- ' AP IF 1 H / 51 v 2660 s $�mq wY �1L h• ! 7 n. qt � . 26571 ;IP31664 ' r.� ro ri7� �- { I r i• Ln 3166$ ',�. ir• • Y �,� �f• +.4 � ��e � r�. � -:�• T� - �.� ``+i���• j; O ',mss'�:.�a�. .-� T* [fl a' - =. a'_1:,�• �'�4. - :r E ro +� eM ri_ M «"! ti'P �• � � f ',�;'� '��r,�. 1!1 is Y��'? ' �'. . - y • w� W. �. Ramos Way r r} yam,- t ilk ATTACHMENT 1 SAN JUAN CAPISTRANO HOUSING AUTHORITY LITTLE HOLLYWOOD AFFORDABLE RENTAL HOUSING PROGRAM GUIDELINES & OPERATING PROCEDURES Adopted April 18, 2000 Amended August 16, 2005 Amended June 07, 2011 Amended October 02, 2012 I. INTRODUCTION The San Juan Capistrano Housing Authority (Authority), as Successor Housing Agency to the former San Juan Capistrano Community Redevelopment Agency, now owns the property acquired, rehabilitated, and constructed for single-family residences in the area known as Little Hollywood. The Little Hollywood Affordable Rental Program maintains and provides affordable housing to lower and very-low income tenant households for a period of three-to- five years to allow sufficient time for the households to improve their financial situation and become self-sufficient. The program guidelines and operating procedures provide a basis for determining applicant eligibility and rules that are to be followed by all tenant's households. !I. DEFINITIONS Tenant Household - One household per unit occupied by those persons identified on the executed residential lease. Extremely Very-Low Income Household - A household with a combined annual income for all household members 18 years of age or older that does not exceed 30 percent of the Orange County annual median income. Very-Low Income_Household - A household with a combined annual income for all household members 18 years of age or older that does not exceed 50 percent of the Orange County annual median income. Lower-Income Household - A household with a combined annual income for all household members 18 years of age or older that does not exceed 80 percent of the Orange County annual median income. Rental Subsidy Waiting List - A list maintained by the City of San Juan Capistrano's Development Services Department of those persons that have submitted a written request to be added to a waiting list to receive rental assistance from the Authority. Declaration of Conditions, Covenants and Restrictions - A document transferred to the Authority, Successor Agency to the former San Juan Capistrano Community Redevelopment Agency, and adopted on August 16, 2005, that restricts the maximum incomes for households and the maximum rents the Authority may charge for the Authority's housing units within the Authority's Page 1 of 12 project area boundaries for a period of 55 years. Housing Units - The Little Hollywood rental units located on Assessor's Parcel Nos. 649-281-05, 121-142-01, and 121-142-07 in the Los Rios District within the Housing Authority project boundaries that are owned by the Authority. HOUsing Development - The Little Hollywood property owned by the Housing Authority on Assessor's Parcel Nos. 649-281-05, 121-142-01, and 121-142-07 located in the Los Rios District, adjacent to Mission Street, Ramos Way, and Ramos Street in the City of San Juan Capistrano. Monthly Rent - The total of monthly payments for use and occupancy of the Housing Unit and land and facilities associated there within accordance with Section V (Monthly Rental Amount) of these regulations. Additional monthly fees, utility charges, or service charges which are required of all tenants may be assessed by the Authority. Utility Allowance - The amount that may be added to the monthly rent each month for all tenant households for utility services provided by the Authority pursuant to the Utility Allowance published annually by the County of Orange Housing & Community Services Development Multi-Family Affordable Rental Housing Utility Allowance. Ill. ELIGIBLE TENANT HOUSEHOLDS A. U.S. Citizenship/Permanent Alien Resident Status - All occupants of the tenant household must be either a U.S. citizen or a permanent resident alien. A valid social security card, proof of citizenship and/or permanent residential alien status must be provided for all members of the household. B. Income Eligibility - For the purpose of this program, the tenant households must be certified as income eligible as a lower and/or very-low income household. The definition of a lower-income household is a Tenant Household that has a gross annual income that does not exceed 80 percent of the Orange County median income, adjusted for household size. A very- low income household is a tenant household that has a gross annual income that does not exceed 50 percent of the Orange County median income adjusted for household size. Income levels will be established annually on October 1St, based on information provided by the U.S. Department of Housing and Community Development as amended annually, for the Authority. In accordance with the Declaration of Conditions, Covenants and Restrictions adopted by the Authority, by way of the former Community Redevelopment Agency on August 16, 2005, four (4) of the housing units shall be made available, rented and occupancy restricted to Lower Income households at an affordable rent, and an additional twenty (20) Page 2 of 12 housing units shall be made available, rented and occupancy restricted to Very Low Income households at an affordable rent. Units occupied prior to August 16, 2005, with gross annual household income exceeding the lower-income household maximum, shall be eligible to remain in the housing units provided their income does not exceed 80 percent of the median income, adjusted for household size. The designation of particular housing units as lower income units or very low income units shall be in the sole discretion of the Authority. The unit sizes shall be rented to lower and very-low income households as follows: No. of Bedroom Very-Low Income Lower Income 2 14 4 1 4 ' C. Determination of Income - Gross annual income, includes all payments from all sources that are anticipated to be received by all adult members of the Tenant Household over the subsequent twelve (12) month period of tenancy (Exhibit C of the Declaration of Conditions, Covenants and Restrictions). D. Household Priority - The program will assist income-eligible households on the affordable housing rental subsidy waiting list according to the following preferences. • A household that is willing to take action to improve their circumstances and works towards becoming self-sufficient within three-to-five years. • Current Little Hollywood Tenant in overcrowded unit with minor children. • Current Little Hollywood Tenant in overcrowded unit without minor children. • Currently living or working in the City of San Juan Capistrano. • A household that resides in an uninhabitable dwelling unit (as determined by the City's Building Official pursuant to the provisions of the Uniform Building Code), transitional dwelling unit, or an overcrowded dwelling unit (as determined by Section IV — Household Size of these regulations). E. Alcoholic and/or Drug Abuse - No person or persons who is/are abusing alcohol and/or using illegal drugs shall be eligible to participate in the program. To determine if a household is abusing alcohol and/or using illegal drugs, the Authority will conduct a background check and interview each household during the screening process. F. A tenant household can be rejected for a criminal history that includes any illegal activity in violation of Federal, State, or local laws, including but not limited to: physical/sexual abuse, sale or distribution of controlled Page 3 of 12 substances, and any acts of violence that could affect the health, safety or welfare of other residents. IV. APPLICATION PROCESS A. Initial application - Upon availability of a unit, staff will contact the households on the waiting list in accordance with the criteria set forth in Section II (D)(Household Priority) above. Staff will attempt to contact the party by mail and by phone. If staff is unable to contact the interested party after thirty (30) days, the name will be deleted from the waiting list. When an interested party is contacted, they will have thirty (30) days from receipt of the tenant application package to complete all documents and submit all necessary information to the Authority. Failure to do so will result in determining the applicant ineligible for the program. Upon verification of all eligibility requirements, the tenant will be required to sign the standard lease document and move-in within forty-five (45) days. Failure to do so will result in determining the applicant ineligible for the program. B. Background Checks - A criminal record check will be required for each adult household member prior to execution of a residential lease or at any other time as deemed necessary at the Authority's discretion. An application for tenant household can be rejected for a criminal history that includes physical/sexual abuse, sale or distribution of controlled substances, and any acts of violence that could affect the health, safety or welfare of other residents. C. Annual Re-certification - Each year on October 1St, each existing tenant household will be required to complete the tenant application package and submit it to the Authority no later than November 1St Authority staff will review the application and make a determination on eligibility for the coming calendar year. Tenant households meeting the eligibility requirements and interested in continuing in the program will be required to execute their new lease no later than December 31St. Failure to submit re-certification information by November 1St or execute a new lease document by December 31St, will result in determining the tenant household ineligible for the program. If the Authority determines that a tenant household's income exceeds the lower-income eligibility requirements, the household will be deemed ineligible to continue in the program. Upon determination by the Authority during this re-certification process that the household does not meet the income requirement, any subsequent decrease in household income in order to meet the income requirement will not change the Authority's decision to require the tenant to vacate the unit. The Authority may consider, at its discretion, any adjustments to the lease and/or rent Page 4 of 12 payments during the year due to unforeseen circumstances. Tenant households residing in the housing unit prior to adoption of these revised guidelines on August 16, 2005, shall be allowed to exceed the lower-income eligibility requirements provided their household income does not exceed the low-income eligibility requirements. The Authority shall provide 90 days notice to the tenant household in writing that the tenant household has been deemed ineligible and shall be required to move out of the unit. The Authority may, at its sole discretion, extend the tenant's move-out deadline by an additional 60 days due to justifying circumstances. The Authority will review a tenant household's income once annually. If a tenant household's income decreases for whatever reason after the date of the Authority's determination of ineligibility, the original income certification will apply and the tenant household will be required to vacate the unit. V. HOUSEHOLD STATUS & SIZE All members of the household must be U.S. citizens or permanent resident aliens. Proof of citizenship or resident alien status will be required of all household members. The household size must comply with that approved in the residential lease. The premises shall only be used as a residence by the lessees. Occupancy shall be limited to those persons indicated in the residential lease, and no additional occupants may reside at the premises without prior written consent of the Authority. Any persons who desire to live in the unit, including new family members by marriage, must apply through the resident selection process. If a household size decreases to below the minimum number of people allowed, the occupant shall be required to transfer to the next available unit for which they qualify based upon their household size or move out of the unit. If no unit is available in the Little Hollywood Housing Development, the Authority may require the household to move to another affordable unit elsewhere in the City or to move out of the unit. If, during the year, the household size increases to above the maximum number of people, the tenant household will not be eligible to be certified in the following year. The occupancy limits are outlined as follows: Unit Size Minimum Maximum # Of Bedrooms Number Of Persons Number Of Persons 0 1 2 1 1 3 2 2 5 3 5 7 Page 5 of 12 VI. MONTHLY RENTAL AMOUNT The Monthly Rent payable by a Lower-Income Household shall not exceed one- twelfth (1/12) of thirty percent (30%) of eighty percent (80%) of Orange County median income, as determined by regulation of the State of California, for a household size appropriate to the unit or the current market rent based upon unit size in accordance with the Orange County Income and Rents limit issued annually by the County of Orange, whichever is lower. The Monthly Rent payable by a Very-Low Income Household shall not exceed one-twelfth (1/12) of thirty percent (30%) of fifty percent (50%) of Orange County median income, as determined by regulation of the State of California, for a household size appropriate to the unit or the current market rent based upon unit size in accordance with the Orange County Income and Rents limit issued annually by the County of Orange, whichever is lower. The Monthly Rent payable by a Extremely Very-Low Income Household shall not exceed one-twelfth (1/12) of thirty percent (30%) of thirty percent (30%) of Orange County median income, as determined by regulation of the State of California, for a household size appropriate to the unit or the current market rent based upon unit size in accordance with the Orange County Income and Rents limit issued annually by the County of Orange, whichever is lower. The maximum Monthly Rent chargeable for the Housing Units shall be annually determined by the Authority in accordance with the foregoing requirements. If, based upon an updated income certification, a tenant no longer qualifies as a Very-Low Income Household, the Authority shall rent the next available Housing Unit and any necessary Housing Units thereafter to a Very-Low Income Household in accordance with the terms of the affordability covenant agreement. In addition, except in the event of fraud or misrepresentation, no tenant shall be denied continued occupancy in a Housing Unit solely because such tenant no longer qualifies as a Very-Low Income Household because of an increase in household income subsequent to such tenant's initial date of occupancy, provided that the tenant qualifies as a Lower-Income Household as provided for in Section III of these Guidelines. Notwithstanding the foregoing, if a tenant's income exceeds the qualifying limits for a Very-Low Income recertification, but qualifies as a Lower-Income Household, the Authority may increase the monthly rent payable by such tenant in accordance with the monthly rental amount for a Lower-Income Household. Upon the vacation of the Housing Unit by such tenant, the Housing Unit shall be rented to an Extremely Very-Low, Very-Low, or Lower-Income Household, in accordance with the requirements of the Declaration of Conditions, Covenants and Restrictions, adopted by the San Juan Capistrano Housing Authority, via the former Community Redevelopment Agency on August 16, 2005. Page 6of12 VII. CRITERIA FOR CONTINUED RESIDENCY The San Juan Capistrano Housing Authority, at its sole discretion, may require the tenant household to vacate the affordable housing units for any of the following reasons: A. The tenant household is no longer income eligible (i.e. income exceeds 80% of area median income adjusted for household size). B. The tenant household fails to complete the re-certification process. C. The tenant household has resided in the housing development for three years and has made no progress towards increasing their income and/or education. Participating eligible households that have complied with the guidelines and operating procedures and performance standards set forth in these guidelines may reside in the housing development for up to three years, with the possibility of renewal for two additional one-year leases. To qualify for renewal of up to two additional one year leases, the tenant household must provide written documentation to the Authority staff each year that they have made progress towards improving their financial situation and/or education. D. A tenant household has resided in the housing development for the maximum of five years. E. If it is determined by the Authority that any member of the tenant household is: L Using the housing unit or any portion of the housing development for the illegal sale or use of drugs and other controlled substances as defined by Penal Code and the Health and Safety Codes of the State of California. ii. Arrested during the term of the lease for use, sale, distribution or delivery of illegal drugs. iii. Conducting any illegal activity in violation of Federal, State, or local laws including but not limited to: physical/sexual abuse, sale or distribution of controlled substances, and any acts of violence that could affect the health, safety or welfare of other residents. F. The tenant household fails to comply with the program guidelines and operating procedures. G. The tenant household fails to pay the monthly rent on time per the terms of the residential lease. Page 7 of 12 VIII. CRITERIA FOR TRANSFER TO ANOTHER UNIT The San Juan Capistrano Housing Authority, at its sole discretion, may require the tenant household to transfer into another affordable housing unit within the Little Hollywood Housing Development or transfer to an affordable unit located elsewhere in the City, for any of the following reasons: A. If the Authority determines that a tenant household is no longer able to provide day-to-day maintenance of the unit and/or to maintain the unit in a clean, safe, sanitary and attractive condition, including landscaping. B. If the tenant household size has decreased below the minimum number of persons, the occupant shall be required to transfer to the next available unit for which they qualify based upon their household size. If no unit is available in the Little Hollywood Housing Development, the Authority may require the household to move to another affordable unit elsewhere in the City or to move out of the unit. IX. TENANT RULES AND REGULATIONS A. SUBLETTING OF HOUSING UNIT - Subletting of any Housing Unit by the tenant household is prohibited and may result in eviction by the Authority of the tenant household. B. MAINTENANCE - Tenants are required to provide minor day-to-day maintenance of their units. This includes but is not limited to minor landscape maintenance, trash pickup, etc. Personal household items such as furniture, appliances, etc. shall not be kept outside the dwelling and/or within vision of other tenants so as to become an eyesore. These items are to be kept in storage. Under no circumstances will tenant store or allow to be stored any items within the common areas of the neighborhood. C. MAINTENANCE OF COMMON AREAS - The Authority shall maintain all common area landscaping. D. STORAGE SHEDS & CARPORT STORAGE - Storage sheds & carport storage will be used for storage of yard and personal items. Tenants will not allow storage sheds to be used as living quarters. Tenants will observe proper storage requirements for combustibles. E. TRASH - Trash shall be disposed of in the containers provided by t h e City's trash hauler. Tenants shall follow the guidelines provided by the Authority for disposal of trash. Large items may be picked up by the City's trash hauler with prior approval. Residents shall be provided with three bins, black for general trash (non-recyclable), blue for recyclables and green for green (plant) waste. Page 8 of 12 F. AUTHORITY INSPECTION - Each tenant household shall be required to allow access of their rental unit for monthly site inspections, or as deemed necessary by the Authority or its designated consultant, to verify household size, maintenance of the unit, and adherence to the program rules. G. PARKING - Each household will have available parking for two vehicles that must be in operating condition and have current registration and insurance. Guests will park in the designated guest parking spaces. No parking of any vehicle is allowed on the street or common areas. Guest parking spaces shall not be used for vehicle repair. Driveways and parking areas shall be kept free from debris and items that may be hazardous to vehicular and pedestrian traffic. Each tenant will be issued two parking permits for their permanent vehicles and one guest permit. Vehicles not displaying parking permits on Authority property will be subject to tow, at the vehicle owner's expense. In the event a tenant wishes to have a larger gathering and use more than one guest space, the tenant must request approval for the event seven days before the event and receive temporary guest parking permits from the Authority or its agent in writing four days before the event. Event guest parking permits must be visible on the dashboard on the day of the event. H. NUISANCES - No noxious or offensive activity (including but not limited to the repair of motor vehicles) shall be carried on, in or at any housing unit or within the housing development common areas. A tenant household shall not do anything which may be or become an unreasonable annoyance or a nuisance to any other tenants in the housing development. Without limiting the generality of the foregoing provisions, no loud noises or noxious odors, no exterior speakers, horns, whistles, bells or other sound devices, noisy or smoky vehicles, large power equipment or large power tools, unlicensed off-road motor vehicles or items which may unreasonably interfere with television or radio reception of any tenant household in the housing development, shall be located, used, or placed on any portion of the housing development or exposed to the view of other tenant households without the prior written approval of the Authority. The Authority shall have the right to determine if any noise, odor, interference or activity producing such noise, odor or interference constitutes a nuisance. L COURTESY TO OTHER RESIDENTS - Residents shall respect the peace and privacy of others. Tenants shall not make nor permit any disturbing noises. Any disturbances should be reported to Authority staff. J. GUESTS - Occupants must receive prior written approval from the Authority for guests staying over seven consecutive days within any 60- day period. Occupancy by guests, including family members, staying over seven consecutive days or for seven days within any 60-day period, without prior approval of the Authority, will subject the tenant household to Page 9 of 12 eviction. Situations where tenants wish for guests to stay over the allowed seven days will be reviewed on a case by case basis, and will require Authority approval a minimum of 14 days prior to a guest arriving. K. PROGRAM PARTICIPATION - All tenant households shall be required to participate in appropriate classes, workshops, and other activities as assigned, at the discretion of the Authority. L. PERFORMANCE STANDARDS - All tenant households shall be evaluated monthly based upon the following performance standards: i. Household size and occupancy must comply with that listed in the lease agreement. ii. Tenant household must maintain the housing unit in a satisfactory and safe living environment. iii. Tenant household must maintain the exterior and the interior of the housing unit in a clean, sanitary, and attractive condition (including landscaping). iv. Tenant household must pay the rent on time per the terms in the lease agreement. v. Tenant household members must comply with the Little Hollywood Affordable Rental Housing Program Guidelines and Operating Procedures. Unless exempted, all tenant households must comply with the following additional performance standards: i. All adult members of the household shall be employed or be a full- time student, unless retired or physically unable to work. ii. Tenant households shall be required to participate in a tenant education program that will be provided by either the Authority or a designated Authority or Consultant that includes the following: a. Work with a case manager in preparing a monthly family budget (to include all monthly income and expenses) with the goal of saving 10 — 30 percent of their net income each month in a verifiable savings account; b. Attend group sessions at a designated location in San Juan Capistrano; c. Attend individual counseling, if recommended (parent/marital, Page 10 of 12 anger management, children and teen evaluations and tutorial assistance); d. Attend monthly meetings with an assigned case manager to assess and evaluate the household's goals; e. Complete required monthly paperwork (as assigned); f. Work with case manager to prepare a goals sheet for each adult in the household (as assigned); g. Submit supporting documents for monthly budget report (i.e. proof of income, pay stubs, child support documents, notice of action forms, bills received/paid, merchandise and grocery receipts, etc.); h. Agree to allow a monthly in-home visit by assigned case manager or the Authority; i. Attend workshops and classes, as assigned. iii. Tenant households shall be required to perform 5 to 6 hours of community service volunteer work monthly. Volunteer work shall be coordinated by the Authority or the Authority's property management company. At the Authority's discretion, a tenant household's failure to meet the performance standards may be grounds for termination of the lease. M. PETS- Pets are not allowed on the premises. Exceptions can be made for small animals, under five pounds, and service animals; however, the Authority or its representatives must receive a written request for an exception. A written approval or refusal will be returned to the tenant within fourteen (14) days of the Authority receiving the exception request. A pet agreement and fee may be required for the allowance of a pet. X. GRANDFATHER CLAUSE Tenant households with at least one member of the household 62 years of age or older as of August 15, 2005, shall be exempted from the three-to-five year term of residency requirement provided the tenants comply with all other provisions contained in these guidelines. XI. RIGHT TO AN INFORMAL HEARING PROCEDURE Program participants may appeal a proposed program action that may have an adverse effect upon them by submitting a written request for a hearing to the Housing Authority. The written request shall include the participating tenant household's objection, the name and relationship of all potential parties, a list of Page 11 of 12 documents to be presented, and the tenant household's current address and telephone number. The San Juan Capistrano Housing Authority shall appoint a Hearing Officer. Once a Hearing Officer is appointed, an informal hearing will be scheduled as soon as possible. The informal hearing shall be conducted in English. Notice of Informal Hearing will be issued at least ten days prior to the hearing date. The participating tenant household may bring legal counsel and/or a translator at participant's expense. The participating tenant household may bring person(s) to testify and/or documents at the participant's expense. The participating tenant households may review pertinent file documentation, as long as such documentation does not infringe on any other party's rights. Within ten business days following the informal hearing, the Hearing Officer's official decision will be mailed to the tenant household. The Hearing Officer's decision shall be final. XII. EXCEPTIONS No exceptions to these guidelines will be authorized without Housing Authority approval. XIII. ACKNOWLEDGMENT AND AGREEMENT By signing below I acknowledge understanding of all the above program guidelines and agree to participate within the Little Hollywood Rental Assistance Program according to the above guidelines. Household Name-Printed Date Signature Date Page 12 of 12 r SCOPE OF WORK REQUIREMENTS FOR HOUSING CONSULTANT FOR THE SAN JUAN CAPISTRANO HOUSING AUTHORITY [AUTHORITY] The selected Housing Consultant is required to provide the following tasks and services. 1. PROGRAM APPLICATION PROCESSING 1.1 Review and screen the waiting-list applications for program eligibility. 1.2 Contact all waiting list applicants (currently 281 applicants) and provide the following information: a. Current program description and eligibility requirements. b. Describe the waiting list process and provide the current anticipated timeframe (3 to 5 years). c. Provide the names, addresses, and contact numbers for alternative housing programs and support service agencies that are located within south Orange County; that are specific to the individual applicant (household.) needs. d. Provide guidance and examples of cost saving measures specific to the household needs (i.e. food pantries, social service agencies, active rebates, etc.). e. Update the applicant contact information for applicants in order to provide future updates and housing support service recommendations as household conditions change. 1.3 Update the waiting list with current information and status updates. 1.4 Determine appropriate household size for the available unit(s). 1.5 As units become available in the Little Hollywood neighborhood, the Housing Consultant shall contact all waiting list applicants and obtain/complete the following: a. Copies of child custody and divorce documentation (if applicable). b. Conduct an initial interview with households to review Program Guidelines and to determine if they are qualified for the program based on the following Program Guidelines: i. U.S. Citizenship/Permanent Alien Resident Status. ii. Evaluate the household income to determine projected rent. iii. Household size. iv. Household priority. v. Initial household background check. c. Complete in-depth reviews of waiting list applicant's household gross incomes to determine final income level. i. Credit reports. ii. Bank savings and credit accounts for the past three months. ATTACHMENT 3 Scope of Work Requirements Little Hollywood & Rental Subsidy Programs 2 of 5 San Juan Capistrano Housing Authority iii. Pay stubs for the past three months. iv. Tax filings for the past three years. v. Income to debt ratio d. Complete in-depth criminal background check of household members to determine if there is a history of alcohol/drug abuse, or criminal history. e. Complete final interview with qualified households. f. Calculate rents and security deposits for qualified households based on household size, unit size, and household income. g. Determine if a payment plan for security deposit payments is necessary, and establish appropriate terms to be included in the lease agreement. h. Meet with the Authority's Housing Coordinator to review the applicant's alignment with the Program Guidelines and finalize selected household for available unit. i. Meet with selected household to complete lease and sign the lease and Program Guidelines. j. Submit signed lease and guidelines to the Authority for final execution. k. Obtain copy of driver license, auto registration, and auto insurance for household drivers. I. Complete household walk through, leasing checklist of rented conditions, and provide household with key, parking pass, and guest pass. 2. CASE MANAGEMENT AND PROPERTY MANAGEMENT 2.1 Review and screen the waiting list-applications for program eligibility. 2.2 Perform weekly reviews of household budgets for irregular expenses and council on appropriate and/or concerning spending. 2.3 Perform weekly meetings with the Neighborhood Watch captains regarding matters of safety concerns and reports of criminal activity in the community. 2.4 Perform weekly inspections of neighborhood for maintenance concerns. 2.5 Perform monthly home, visits to review all Little Hollywood and Rental Subsidy Program household situations. a. Review the household compliance with the Program Guidelines. b. Verify monthly rent payment. c. Inspect households for maintenance concerns. d. Establish and evaluate goals and needs for each family member. i. Educational and vocational ii. Career iii. Financial iv. Personal 2.6 Provide twenty-four hour, seven-day a week contact service for tenant Scope of Work Requirements Little Hollywood & Rental Subsidy Programs 3 of 5 San Juan Capistrano Housing Authority maintenance not identified at monthly inspections. 2.7 The consultant shall complete the following when maintenance concerns arise: a. Document all evidence of necessary maintenance through photos. b. Receive three bids for all maintenance repairs from Authority approved contractors. c. Send all photo documentation of damage and bids to the Authority's Housing Coordinator for approval. d. Coordinate repairs with Authority approved contractors and tenants. e. Document all evidence of repairs through photos and send all photo documentation to the Authority's Housing Coordinator. 2.8 Scheduling monthly workshops on Friday nights for educational and growth opportunities for all program participant's attendance (i.e. budget management, credit oversight, first time homeownership opportunities, etc.). Workshops are scheduled on Friday evenings due to household work and school schedule and the Community Center's availability. a. Schedule speakers. b. Provide refreshments for all households. c. Provide child care services with the following requirements: i. CPR training. ii. First Aid cards. iii. Criminal background-check clearance. 2.9 Provide all Little Hollywood and Rental Subsidy tenants with counseling and support services as needed. Support services shall be part of the Housing Coordinator's budget and include but not be limited to: Career Counseling Employment Assistance Senior Services Child Care ESL Classes Tax Preparation Tutoring Financial Evaluation Wellness Program Vocational Training Goal Setting Plans Legal Assistance Credit Counseling Health Education School Readiness 2.10 Provide twenty-four hour, seven-day a week contact service for Little Hollywood and Rental Subsidy tenant counseling. 2.11 Annually re-certify all households. a. Determine if household size is still appropriate the unit. b. Complete in-depth reviews of household gross incomes to determine current income level. i. Credit reports ii. Bank savings and credit accounts for the past three months iii. Pay stubs for the past three months iv. Tax filings for the past three years Scope of Work Requirements Little Hollywood & Rental Subsidy Programs 4 of 5 San Juan Capistrano Housing Authority v. Income to debt ratio c. Calculate change in rents (if any) for households based on household size, unit size, and household income. d. Review all household member goals and progress toward meeting short- term and long-term goals. e. Meet with the Authority's Housing Coordinator to finalize household approval for re-certification for available unit. f. Meet with selected household to complete lease and sign the lease and Program Guidelines. g. Submit signed lease and guidelines to the Authority for final execution. 2.12 Attending training and meetings as requested. 2.13 Provide the Authority with weekly updates regarding the program status. a. Review household concerns and successes. b. Review maintenance concerns and anticipated capital improvements. c. Review expected vacancies. d. Review activity of waiting lists. 2.14. Provide quarterly written reports to the Authority on all Little Hollywood and Rental Subsidy household's progress in the program, including the following: a. Status of rent payments. Current/late and amount of late fees assessed. b. Status of all adults' employment. c. Status of all household members' education. d. Status of support services used by the household. e. Status of workshop attendance. f. Status of home inspection. g. Recommendations or comments on the household's progress (if necessary). 2.15 Provide annual written reports to the Authority on the progress of the households who have existed the program and maintained contact, including the following: a. Status of housing. b. Status of all adults' employment. c. Status of all household members' education. d. Comments on the household's progress (if necessary). 2.16 Complete an exit interview and walk through of unit for each exiting household. a. Provide a list of any unit damage and procure bids to remedy. b. Document all evidence of necessary repairs through photos. c. Receive three bids for all repairs from Authority approved contractors. d. Prior to the twenty-first day following the household's vacancy, provide final letter by certified mail to exiting household of the itemized damage, written estimate to repair damage, and total Security Deposit amount Scope of Work Requirements Little Hollywood & Rental Subsidy Programs 5 of 5 San Juan Capistrano Housing Authority remaining to be reimbursed. e. Provide the Authority with exit summary including: i. Move-out inspection analysis, ii. Bid estimate for repairs, iii. Photo documentation of unit condition and repairs, iv. Final letter sent to the household, v. Security Deposit amount to be reimbursed, vi. Household forwarding address. 2.17. Complete eviction procedures in accordance with State law if necessary. 3. RENTAL SUBSIDY PROGRAM 3.1 Make rent payments to Landlords by the first of each month. The Authority will reimburse the Housing Consultant this expense with the Authority's standard invoicing/payment process (every two weeks). 3.2 Act as liaison between tenant and independent Landlords for any maintenance concerns and/or landlord tenant disputes. 3.3 Keep records of all household's progress, maintenance, and program compliance. 3.4 Oversee the household's compliance with the Authority's Program Guidelines. a. Provide the Authority with written correspondence of any household that is in violation of the Program Guidelines. b. Attend meetings with tenant households and Authority representatives to discuss violation and possible repercussions. SAN JUAN CAPISTRANO HOUSING AUTHORITY PROFESSIONAL SERVICES AGREEMENT This Agreement is made and entered into as of 2018 by and between the San Juan Capistrano Housing Authority, a municipal corporation organized and operating under the laws of the State of California with its principal place of business at 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 ("Authority"), and a with its principal place of business at (hereinafter referred to as "Consultant"). Authority and Consultant are sometimes individually referred to as "Party" and collectively as "Parties" in this Agreement. RECITALS A. City is a public agency of the State of California and is in need of professional services for the following project: (hereinafter referred to as "the Project'). B. Consultant is duly licensed and has the necessary qualifications to provide such services. C. The Parties desire by this Agreement to establish the terms for Authority to retain Consultant to provide the services described herein. AGREEMENT NOW, THEREFORE, IT IS AGREED AS FOLLOWS: 1. Services. Consultant shall provide the Authority with the services described in the Scope of Services attached hereto as Exhibit "A." 2. Compensation. a. Subject to paragraph 2(b) below, the Authority shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit "B" and reimbursement for rental payments shall not exceed Twelve Thousand Six Hundred Sixty ($12,660) per fiscal year. b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $ per year. This amount is to cover all printing and related costs, and the Authority will not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Payments to Consultant for work performed will be made on a monthly billing basis. 3. Additional Work. If changes in the work seem merited by Consultant or the Authority, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the Authority by 1 61147.02100\10974777.1 Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the Authority and executed by both Parties before performance of such services, or the Authority will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement. 4. Maintenance of Records. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by Authority. 5. Time of Performance. This Agreement shall commence on July 1, 2018 and shall terminate, and all services required hereunder shall be completed, no later than June 30, 2020. At the discretion of the Executive Director, this agreement may be renewed for an additional 12 months through June 30, 2021. 6. Delays in Performance. a. Neither Authority nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non- performing party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint. b. Should such circumstances occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. 7. Compliance with Law. a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the Authority, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. C. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement. 2 61147.02100\10974777.1 8. Standard of Care Consultant's services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 9. Assignment and SUbconSUItant Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the Authority, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 10. Independent Consultant Consultant is retained as an independent contractor and is not an employee of Authority. No employee or agent of Consultant shall become an employee of Authority. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from Authority as herein provided. 11. Insurance. Consultant shall not commence work for the Authority until it has provided evidence satisfactory to the Authority it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Commercial General Liability (i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the Authority. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following: (1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following: (1) Bodily Injury and Property Damage (2) Personal Injury/Advertising Injury (3) Premises/Operations Liability (4) Products/Completed Operations Liability (5) Aggregate Limits that Apply per Project (6) Explosion, Collapse and Underground (UCX) exclusion deleted 3 61147.02100\10974777.1 (7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage (9) Independent Consultants Coverage (iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement. (v) The policy shall give the Authority, its officials, officers, employees, agents and Authority designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the Authority, and provided that such deductibles shall not apply to the Authority as an additional insured. b. Automobile Liability (i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the Authority. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). (iii) The policy shall give Authority, its officials, officers, employees, agents and Authority designated volunteers additional insured status. (iv) Subject to written approval by the Authority, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the Authority as an additional insured, but not a self-insured retention. C. Workers' Compensation/Employer's Liability (i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement. (ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the "Workers' Compensation and Insurance Act," Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer's Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the 4 61147.02100\10974777.1 period required by this Agreement, workers' compensation coverage of the same type and limits as specified in this section. d. Professional Liability (Errors and Omissions) At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the Authority and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. "Covered Professional Services" as designated in the policy must specifically include work performed under this Agreement. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend. e. Minimum Policy Limits Required (i) The following insurance limits are required for the Agreement: Combined Single Limit Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage Automobile Liability $1,000,000 per occurrence for bodily injury and property damage Employer's Liability $1,000,000 per occurrence Professional Liability $1,000,000 per claim and aggregate (errors and omissions) (ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required Prior to execution of the Agreement, the Consultant shall file with the Authority evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent) signed by the insurer's representative and Certificate of Insurance (Acord Form 25- S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. 5 61147.02100\1097477 7.1 g. Policy Provisions Required (i) Consultant shall provide the Authority at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the Authority at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the Authority or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to waiver of subrogation in favor of the Authority, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against Authority, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the Authority and shall not preclude the Authority from taking such other actions available to the Authority under other provisions of the Agreement or law. h. Qualifying Insurers (i) All policies required shall be issued by acceptable insurance companies, as determined by the Authority, which satisfy the following minimum requirements: (1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. 6 61147.02100\1097477 7.1 i. Additional Insurance Provisions (i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the Authority, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Authority has the right but not the duty to obtain the insurance it deems necessary and any premium paid by Authority will be promptly reimbursed by Consultant or Authority will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, Authority may cancel this Agreement. (iii) The Authority may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the Authority nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. j. 5ubconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the Authority that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the Authority as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, Authority may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants. 12. Indemnification. a. To the fullest extent permitted by law, Consultant shall defend (with counsel of Authority's choosing), indemnify and hold the Authority, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney's fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the Authority, its officials, officers, employees, agents, or volunteers. b. If Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's performance of"design professional" services (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of 7 61147 02100\10974777.1 competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault. 13. California Labor Code Requirements. a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects ("Prevailing Wage Laws"). If the services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the Authority, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4. b. If the services are being performed as part of an applicable "public works" or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. This Project may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1. C. This Agreement may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor that affect Consultant's performance of services, including any delay, shall be Consultant's sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor. 14. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 8 61147.02100\10974777.1 1986, as may be amended from time to time, and shall require all subconsultants and sub- subconsultants to comply with the same. 15. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of Orange, State of California. 16. Termination or Abandonment a. Authority has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days written notice to Consultant. In such event, Authority shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. Authority shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by Authority and Consultant of the portion of such task completed but not paid prior to said termination. Authority shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days' written notice to Authority only in the event of substantial failure by Authority to perform in accordance with the terms of this Agreement through no fault of Consultant. 17. Documents. Except as otherwise provided in "Termination or Abandonment," above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the Authority. 18. Organization Consultant shall assign as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the Authority. 19. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above. 20. Notice Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to: 9 61147.02100\10974777.1 AUTHORITY: CONSULTANT: San Juan Capistrano Housing Authoity 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: and shall be effective upon receipt thereof. 21. Third Party Rights Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the Authority and the Consultant. 22. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 23. e=ntire Agreement This Agreement, with its exhibits, represents the entire understanding of Authority and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement. 24. Severability The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the provisions unenforceable, invalid or illegal. 25. Successors and Assigns This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of Authority. Any attempted assignment without such consent shall be invalid and void. 26. Non-Waiver 10 61147.02100\10974777.1 None of the provisions of this Agreement shall be considered waived by either party, unless such waiver is specifically specified in writing. 27. Time of Essence Time is of the essence for each and every provision of this Agreement. 28. Authority's Right to Employ Other Consultants Authority reserves its right to employ other consultants, including engineers, in connection with this Project or other projects. 29. Prohibited Interests Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, Authority shall have the right to rescind this Agreement without liability. For the term of this Agreement, no director, official, officer or employee of Authority, during the term of his or her service with Authority, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. [SIGNATURES ON FOLLOWING PAGE] 11 61147.02100\10974777.1 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT BETWEEN THE SAN JUAN CAPISTRANO HOUSING AUTHORITY AND IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. SAN JUAN CAPISTRANO HOUSING AUTHORITY By: By: Its: Printed Name: ATTEST: By: City Clerk APPROVED AS TO FORM: By: City Attorney 12 61147.02100\10974777.1 EXHIBIT A Scope of Services 13 61147 02100\10974777 1 EXHIBIT B Schedule of Charges/Payments Consultant will invoice City on a monthly cycle. Consultant will include with each invoice a detained progress report that indicates the amount of budget spent on each task. Consultant will inform City regarding any out-of-scope work being performed by Consultant. This is a time- and-materials contract. 14 61147.02100\109747 77.1 EXHIBIT C Activity Schedule 15 •61147.02100\10974777.1