18-0701_MDM & ASSOCIATES_Professional Services Agreement 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. 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
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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.
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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 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.
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.
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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.
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
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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.
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(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
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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. Subconsultant 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 Prevaifing 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
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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 a)) 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
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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 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 Aqreement.
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.
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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,
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61147.021 00\10974777.1
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]
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61 147.02100\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:
)kln�jamin ie el, Ex cutive Director
Its: , S
Printed Name:
t
i
ATTEST:
By:
aria o is, ousift Secr tary
APPROVED AS TO FORM:
By:
Jeff ey lunger, C' y Attorney
12
61147.02100110974777.1
EXHIBIT A
Scope of Services
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MDM and Associates
34231Camino Capistrano
Capistrano Beach, [A9Z624
(948) 374-O385
Aph130,2018
San Juan Capistrano Housing Authority
Laura Stokes, Housing Coordinator/Assistant Planner
324OOPaseo Ade|onto
Can Juan Capistrano, California 82875
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 iavery
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 financim|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 onthe honor roll and frequently receive academic and leadership awards; many also set agoal 10
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 mew8rG|families agreed to ah8re.1 @0 humbled to be o part of
this program and thrilled with the overwhelming success of-the families who are committed to breaking the cycle of poverty and building
ostrong foundation asthey see the benefits 0fhealthy relationships.
I look forward to continuing my work as a consultant for the SanJuan Capistrano Housing Authority and appreciate the opportunity to
submit the attached proposal for your review.
Reapentfii||y,
Exhibit
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 prop-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, wager 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, fust 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
Stwific: mouams are desiuned to assist and meet the individual needs of each household who are at.
or below ttie federal Doverty- euidelines. 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 completed in Aril, 201 S. realizes a 9 l% success rate for Program varticivants
iv-bo successfully leave the San Juan Capistrano :Ho-usin .Authority program, These families are able
to secure stabilized housina as a result of their increased household income and good credit ratings.
In addition b com�eti.n� °ocati€unai trainin, with certifications and/ or a college education with
advanced decrees, the fwnilies maintain full time em lo-valent. Q er 31% of these families are
prepared and positioned to fulfill their lona term:goal to be a first time home owner.
1
Case Management:
assessment Case Management meetings are scheduled monthly and reviewed with an 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 ,krith 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 theywork-towards self-sufficiency. in
addition to the monthly meetings a detailed eight page excel budget is prepared by the
household and reviewed by the case management team to insure that financial goals are set
and met. Financial advisors assist with.debt consolidation and credit monitoring.
An assessment is also made on the utilization of workshops, academic or vocational
counseling, individual and family counseling., goals.. monitoring of college classes andlor
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.
Prt�qram review:
*
The resident agrees to pay the rent before the 10'J' day of each month
0 A late fee of$50.00 is due if rent is paid after the I Oth day of each month
e The resident agrees to work with the case 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.
0 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.
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 ftimilies, seniors and individuals. Select
counselors are bi-lingual.
0 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. Goal 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.
41=1
Monthly rent payments are to be paid. either by online banking automatic bill pay, mailing a
check or personally money delivering a check or order to the San Juan Capistrano Housing
Z_n V
Authority.
Rent is considered late if pa-vnient is not received by the I 0th of each. month. A 550.00 late
fee is due if paid after the 101h of each month. The tenant provides the case manager with a
rent receipt or bank- statement confinnIng that the rent, late fee or Security Deposit,
if applicable, was paid.
3
Airorgawcuousing isack
ga,ro u n.d
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. individuals
maximian potential and their ability to acl-deve, 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 286familymembers served
within a 5-year period, approximately 74% of these families success/ally transitioned to setf-
sufficiency when the low 26% success rate 4 -ears
y_
earlier when sumport service benefifts 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 sed-sufficient 12 months after exiting the Rousing 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 low to very low income. The new
applicants agree to maintain employment, attend college or vocational training and -
C�
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 andJor social service agencies, may also refer
applicants to submit a waiting list application for the program, thereby, strengihening the
collaborative partnership agreements for vital.program services.
The guidelines for the housing assistance program encourage open lines of communication_
Themutual 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. Ile prospective resident is asked to complete a housing waiting list application. The
head(s) of the household meet with the housing admirdstrator 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 determ.J.D.e which family iNrill 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.
S. 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
In g
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:
oroor
Die ram, mana�Tcr and case rn assigned to the
I -
famfll.-s in the liousino rog)ram provide support and guidwice for the residents in the prograin.
The counsgiors goalis io17 ez e
_f I'Vith all A-7-177dies or -�Irou�and�in in�divh�htql�ses.sJom. 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 se�flsuffizciency. The amount and type of
needed assistance will dqpend 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 lit-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:
how-ever, families are encouraged to keep it clean, safe, and to provide a healthy living condition.
for thehouseholdenvironment 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 -work-shops 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 Securit,-y, 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.
complying-
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 NNill be asked to open a savings account The case manager Will explain the
benefits: (L) 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 isftom three to five years.
Each household has a limited window of time in this program. Hopeftilly, 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 Arho successfully transition out of the
program will then open the door for a new family or individual to participate in the program.
Providing the necessarr tools within a gositive environment can raise an individual"s
se -esteem and immvetheir potential f r achieving success. As each Lainily member works
towards achieving
j, their individual goals they have the opl2artuyiLt to beconze self it Icient
and break the cjcle poverlv
7
Contract recommendations.-
I M13M and Associates to provide strategic planning, direction. and collaborative program
C71
development for improved support services to the resident/tenants living in the San Juan
Capistrano 1--lousing 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 individual case management assessments that track the progress and
program compliance for each adult resident in the program.
3. The City of San Juan Capistrano is to provide MMM and Associates with a list of
approved vendors for repairs and maintenance. Maintenance and repairs are to be on a
separate budget. T\4DM 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.
j. MIM and Associates will submit a monthlv- 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 managernent,
life skills training, budgeting, counseling, workshops, job development and family support
services to achieve the goal ofsefsufftciency
(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 afinancial
Reserve"for future housing and etnerg
,encies
(4) That upon exiting the program residentl's secure and maintain permanent housing
(5) That the adults living in the household will continue to provide volunteer services
within their community.
Collaborative Partnerships
partnership with the folio ging colla
;vMM and.Associates,, in Part Iip collaborative partners, agree to
provide comprehensive support services and programs to the households in the
San Juan Capistrano I-lousing Authority.
Boys & Girls Club of Capistrano Valley
James E. Littlejohn
Executive Director
One via Positiva
San Juan Capistrano, CA 922675
Program Highlights and Benefits of the Boys and Girls Club:
Developing character and leadership,, education and career development, sports and
physical fitness prograrns, 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.
Head Start
San Juan Capistrano, CA
Quality early education., comprehensive health and mental health services" nutrition
education and family support services. School readiness activities, includi-i.-ig a formalized
transitioner Ian into the kindergarten.program, services for children with disabilities, parent
p 9
education classes,, comprehensive bea-Ith, 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:
Regal 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
Bic, Brothers—Big Sisters
Bov 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
Fainilies 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
2--
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
Tb.e Rotary,Club
Union Bank of California
Volunteers of America
Wells Fargo Community Partners
Wellness Foundation
Women Helping Women.
Working Wardrobes
WIC
-4cidiiional collaboriath-e agencles Una proles.sional services are selected based on the
individual or Lamily nce4i.
MDM and Associates
Program and Property Management
Margaret McClean
Case Management Advisors
Lorraine E.
1, 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. Plwiu-ner, LMFT
Kimberly Salter, Ph.D.
Education and Vocational Program Advisors
Terry Olson, Ph.D.
Shannon Murnolo,, 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
34231Camino Capistrano (948)374-U385
Ceo��noB�oCh CA Capistrano . mgrgana[_mcdean@m0l.nom
A successful community partner and leader with a diverse and extensive record of achievement in the development of
Affordable Housing Programs with Support Services.
M0Mmnd Associates: 2005 -Present
Consultant
w Consults with county, cities and nonprofit agencies onaffordable housing and program development
w 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
m 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
w Advisor to nonprofits on fund development, board development,grant research, and community relations
m 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
w
Motivates and retains staff, associates,clients,community partners and agencies by being a positive team player
�
Meets and exceeds established goals
Keenm~ThornmmCornrnun|oat|mnm: 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: 1Q98-2OO4
CEO^Executive Director
Board President 1B87-1Q&0
w
Promoted the organization's mission,we help those who help themselves by giving hope and assistance
w Provided strategic planning and development nfcollaborative programsand projects tobenafitthe 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,
danta|andpnaeohptionvouchem. nan1a(andub|ib/aaoiatmnne. adopt-a'famUyandbauktosnhoo| programs'openedthhftatona
* Developed and reviewed policies, procedures, made administrative decisions, evaluated contracts and financial reports
�
Created fund development campaigns and idendfiedalliances and partnerships for corporate sponsors
w
Implemented community relation strategies and programs for fundraising, planned giving, volunteer recruitment
� |dendfiedIndividuals, foundations,organizations, government agencies and corporations for potential grants and donations
�
Assisted in whting and editing foundation and government grants to fund the agency pmgrams and support semiuea—
exceededagencyfundingandgnantavvandseoohyear
�
Designed collateral materials and annual reports,secured in-kind donations for agency website and video production
�
Participated in and made presentations to pi-ofessional and community organizations,government and economic development
committees, local cities,corporate,college and foundation boards
�
Collaborative team building mkU|a in working with vo|unteera,ataff, boands,community.corporate and 0ovennmentleaders
�
Demonstrated excellent organizational, interpersonal, verbal and written communication skills
Prior Professional AffiUaUmmm:
American Cancer Society, Fund Development
American Diabetes Association, Campaign Development
Arthritis National Research Foundation, Board ofDirectors
Association ofFundraising Professionals
Breathe Wellness Foundation, Board ofDirectors
Irvine Chamber ofCommerce
Jesuit Volunteer Corps
Laguna Hills Chamber ofCommerce, Board of Directors
Laguna Niguel Chamber ofCommerce, Board ofDirectors
Laguna Niguel Economic Development—Governmental Affairs
Orange County Fire Authority, Memorial Campaign-Fund Development
Rotary International
SCO Board ofDirectors
South County Chambers ofCommerce
Current Professional Affiliation:
H.E.A.D.G. Upwmrd. Inc. Co'founder, Board President
Professional Recognition:
Woman of the Year, "Advancing the Status of Women"Soroptimist International
Woman ofSage Award, "Community Enrichment and Outreach"
Businesswoman ofthe Year, South County Chambers ofCommerce
Paul HaniS Fe}|ovv' Rotary International
Agency Recognition- SC[)
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 inAmerica, County ofOrange
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 onfamilies inthe program reaching their goals
Capistrano Valley News: 2011
Orange County Register: 2011
Outcome Study
m..........._�...__._.... ___._ .. ......,_ ,._.,._.
Tenant Year Number in Programr Credit Evictio Market First Time Education Children Career ...._planning
,,,.,..:..,,...,.,
Rating n rate Homebuyer Vocation at pro
Name Program Household Duration gram exit to attend
Exit housing at f achieved College
program Program Exit
m_............. _,.,_...: _.._ ................ ._,. .,.,.,.,...._ _
................... exit
.... ._ _ ........._...4.........__.t. ...�....._............. ..._......_ ....... .... .. . �.
....
Sep-Higgins. ..._. X018... . ...1...a.d... 4 teens 5 years Excellent _ Yes Pre Qualified B.A.–M.A. i High School Teacher 4
...... ..
erguera 1....2018 2 adults,..2..teens .....1..5,Years Excellent Yes Pre-...................... Business
�_.._., .. _.......__...._................................._.._us........._s.........__Business,.... 2 ........
Douglas 2017 1 adult 1 child. : .. .l..S years Good l Yes
......._ ......... A A. R N studies-Medical 1
_ ......... .__.
i_ w... ,:_ ................ .....__:._ ........................
—
2017 1 adult, 1 child 3 years I Excellent
Lease Yes Oc as-Lua �... ..
A.A. Business Manager 1
Option to
i . .........
Purchase
...
Torres 2017 2 adults,4 5 ears Excellent
Y F Yes B.A.--B.A. Business-Banking 4
children i
......... s...:..:::.. ..I...... .3_..........................
_._ .:..,..:::.k ........... .............__.....:. ......_..............................__._
Morse __.... .......... _...
2017 2 adults, 1 teen 5 years Excellent Lease Yes B.S. Resp,Therapist
Option to ( Business 1 F
Purchase
..,.::............................................................ ...........................f
Harrison2017 1 adult 2 children i 3 ear
.... . .:..... ... ............. .: .. ,................. � :...Y .......s Good Yes M.S. � Teacher
..... ...... ._. ..:.... ..._... ....__..................... .z
Gonzales 2016 1 adult,4 children 1 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 ,_
.:....................
k...:::....................
.............
...::::..:: ........::.:........:.............
Orozco 2016 ..... ..1,adult,2...ch�ld ..... 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
f ......... ... ::..:............ ..:.,,..,....,.............. ;......:.......
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......... ...,. ....... ..
Darden 2016 1 adult,3 teens 5 years , Excellent Yes
,. ........_........._._ Pre-Qual�f�ed B A. Program Director 3
., _._.
Siarsigarcia 2016 1 adult,2 teens 5 years Good ' Yes B.A.---Ph,D. Grad.Student& 2
i. ._ .:..:........._. :..._.....:... ,_._... ,...:..: ...._.._., . . .,.:.:.:......._ .....,... ..._._........_.._.. ,_:::... _ ......... : ....:. ,......,Pragra_m.....................,..._._._. � Counselor
. f_...__.._ ...........................s.... ....
Gomez 2016 2 adults,4 ! 5 years Excellent Yes Pre- SBA–Self Em p. Business Owner 4
' children ^. _ �
........_. ..... .........
I_,................. ,..,. approved
Hlleman 2015* 1 adult,3 children 5 years Excellent ` Yes A.A,/Accounting Finance 3
.... .. ......
,:................... .,. ...... ......_..... ......,................ ... ._ ......... ... ......... . .........................I.........!....................
Gorden 2015* 1 adult 2 children 4 ears � Excellent i
.....:. __,:,..........i
i Y i Yes Master's Degree Counselor-to 2
Counselor Special Needs
......_......... Students& Families
............................._I..............._..._......, ._ .... _,.,. ,...,,,. ._,..,.. ........_.........___
Crouse 2015* 1 adult, 1 children 4 years Good
I Yes A.A./Goal B A Restaurant Mgmt. 1
....... . .._...........................
_..
Ayala 2015* 1 adult,4 children 5 years Good Yes - Medical Tech. 4
Emergency Rm.Tech
....:.......:.................... .........:..:. ... ...... ::...:....................
Kelsey 2014 1 adult,2 children 5 years Good Yes
...,..........................................:- .
1 B.S./Nursing R.N. -ICU ` 2
.. ... _..
i_....
Duarte GA, . 2014 2 adults, 1 child 4 ears Good
I. Y Yes 1 B.A/1 A A Business/P.T. 1
Dena 1 2014 1 adult,4 children 3 years Excellent Yes 1 B.S, R,N, Re` ister. Nurse. ................_.__ _
,. ._ ....... ....... ........._ . .._ .. �.. �....................:................................................ ....... ........__
......... .................................................................................
..
Mendoza, 2014 1 adult, 6 children 5 years Excellent .: Yes ....................i_......._. .
...............
... .::::......
. ......._I . .. .. � 2-B.S.BS &4-B.A. Pharmaast/law = 5
Mendez, L. 2014 1 adult, 1 child I 1 year Excellent ........... .... ...
Yes 1 adult—R.N.-
Registered Nurse 1
i
ICU
....... .. ...... .:........
Bair 2014 2 adults, 1 child 1 3 years Good _..._................. ......._._... ... ..................
...:.:..........................
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yes - 1 adult- in Corporate Security 1
_. ...._...... C... .... college
Brown J-112014 1 adult 3 children 5 years Good _ es
......_..
yes � 1 adult B A Marketing � 2
Y
.......
Garcia 2014 1 adult, 1 child 3 ears Excellent es _..._ l_....... ......... ..... ......... .....__.._.....:.
Y 1 adult—in Corporate Mgmt. 1
....................__ = college
Randal 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 Y _.. _..........._... _ ........_ . .......
1 es 1 adult-Trade
Management 1
........
yes r
VerKuilen 2Q13 i _ .......
1 adult, 1 child , 3 years Good
.....:..:.:.:.:::.:.
Y 1 adult-Trade Cosmetology/Hair 1
............................. ........
:.............__.:.._ �.. Cert
.......:.....:... .....
....... _W ...._ ................._.. ._._...
Babb 2013 1 adult 1 child 4 ears f Excellent —
..... y. .:,.,..... Yes 1 adult—A.A. Escrow Officer-Mgr. 1
Eddy 2Q13 1 adult 3 years Fair es ... ..... ......... _..._ w _...........
Y 1 adult-Trade Auto Industry
... ................. 11
-11 Cert
High 2013 I 1 adult, 1 child 3 ears Fair _........ ..................... ........... .....:..................._ .
i
Y YeS1 1 adult-in Office Mgr. Law Firm 1
......... I
e. .. ...... l_..:..... �.. .college
Schandral 2012 ......................
1 aduifi 2 children 3 years Excellent I
_.... .......... �........_._. .:,.. ,. ...;_... .........._ a __es 1 adult S.A Medical 2
Moreno2012 ......_............. .-....... _ _...............................................
1 adult,2 children '= 2 years lair _ 1,.YeS. 1 adult--A.A. Earl Childhood Ed. 2
Smith 2012 1 adult, 2 child 1 year Excellent Yes f 1 adult Trade Floral Designer ....................1
d Cert
.. ........................... .......... ............... ..:. �.. ............. £...:.............
Boyd 2012 1 adult, 1 child.. 4 yearsFair ,. .es.. 1...3........_. ............
Y - 1 adult-Trade Senior Activities Dir F
.................... .:
...... ......................_..._..__..._,. .........
Duarte 2012 1 adult 1 child 4 years I Excellent . ..
�. ...... ... �.. ..__........�..: ....:. ....... ...". Yes 1 adult B.A.B Teacher 1
......__ ._ .................. .............
Eastvold 2011 1 adult, 2 children 2 years es ..............__
Fair y - 1 adult,Trade Restaurant Mgmt. 2
....... .... .....................
Pedraza 2011 1 adult 3 children 2 ears ( Excellent _._ _..._. ...,
_. ,..:.,:_ ......... ......._ ......... Y :._.. _w : `,. ....._. .. .....:......Yes... 1 adult B.A.Bedical Office Mgr. 3
Price 2011 1 adult, 2 children 4 years Good es _____ . _ .:.................._........_......_..... ........ .....
F.. Y 1 ad ................—A.A. "E' p'._...:._. .........._._ ....... ........._. .
Sottosanti 2011 1 adult,2 children 4 ears Good
1 Y yes 1 adult Trade Dental Office Mgr. 1
i. . ............... ........... Cert
Staben 2011 1 adult 1 child 5 ears Excellent _......
..__._y .... _.:...... .....:............. . .................yes .._................ 1 adult A A. Early Childhood Ed. 1
W _W _''_".__..11111.1...........................
Vidal 1 2011 1 adult, 2 children 5 years Good es
1 Y 1 adult Trade Cosmetology
................. ......_....................
f Ayala 2020 1 adult, 3 children � S years ` Good _.....................
YeS - 2 adults Trade i Hotel Industry 3
......... .... ........ ... i-....... Cert
Barrera 2010 1 adult,3 children 2 ears Excellent
................................... .....
1 adult—B.A. Senior Care MRmt. 3
. .... ..... . ...... .:................... :....years.... .._.......... ._. .... .Yes ._ �.... ............._.� mw......: ......................__.__
........ ......... ......................... _.. _...._........ _..
%
Camou 2010 F 1 adult, 1 child __..4 years Good es ........ .._..___.
_. Y. ........ 1 adult—A A Accounting Asst 1
Johnson 1 2010 1 adult, 1 child 4 years Excellent es
I Y 1 adult Trade Early Childhood Ed. 1 1
............ . ..... £.... ............... �. Cert.
. _................ ..._
Martinez 2010 2 adults,4 5 years Excellent f - Yes 2 adults Trade Self Employed 4
children _ -
.... ........... Cert ,
Torres � 2010 1 adult 3 children E 2 ears ` Excellent e -
.. ....... _...................... , Y.....__._,............. _ . . .._ ? Yes 1 adult A.A. Office Manager 3
.................................... ..__......._........_._...... ... __ ,.,, ..
Uribe 20101 adult, 1 child 5 years Faires
. . ........� _._. y....... 11 Disabled
Garcia 2009 1 adult, . children 5 ears Excel{ent Yes 1 adult—A.A. Insurance Manager 2
�. ......... i _." ..............................
, Y.,
Mendez 1 2009 1 adult,3 children 5 years Excellent Yes 1 adult Trade Self Employed 3
►k �... .:....._ ....... ._._._ Cert
....:.. ....... ... ::.... .......... ......... .. ..::........ .................,.,,.....,,...g...
Cordes 2009 1 adult 2 children 3 ears Good
........_ y.......__ .. Yes ► 1 ad.....ult A A Office Mana er
__... . _F............ ........... ....................�
Winship 2009 1 adult, 2 children 1 5 years Excellent = - Yes 1 adult—A.A. Med. Billing Auditor ! 2
..............._._..... . ....
w__.._...._ .........W_.__w,. �. ..._..........._ ....... .:...:.:.......
Elliott 2008 1 adult, 2 children 1 3 years Good Yes w 1 adult—B.A. i Teacher 2
......... . ....... ......... ,
_..___...r_:...: ...:_......................................................_ ...._._._..._....._...._._.._._......_._
Hawk 2008 1 adult ` 5 years Excellent Yes 1 adult Trade Self Employed
._ _ _........................................... .... , ... ..:...... ............ i...... ....... ._.. ...... ..... ..,. ......... Cert........................... .._
Smith 2008 2 adults,3 5 years Fair w ? Yes - 1 adult Trade Restaurant Server
children
. .........
l
Cert.
Avila 2007 1 adult 2 years Fair Yes Yes 1 adult—B.A. I Theme Park
...... ...._._.. -....w. ...._. _...
Banda 2007 1 adult,3 children ? 2 years j Poor ( Yes - 1 adult-GED Unemployed
_...
Reynolds-
200
7 1
adult
l Y 5
r. .::............... .... ................. Years ....:....::.Excellent Yes � Retired i ..
......................... y..:.:::.. ..... ............. a
..... ..:...... ..:............. ................ k
**7 households
i At program exit
from 2015-2018
I i are
} 1 Pre-qualified for
1 FTHB
r i They are saving
:1 for their down
payment for a
I home purchase l
1 within the next i
i
Education at
two l years
Program Exit:
i Evictions
l z �
Tenants
Market Rate 1 22 First Time 1 -GED
In Eviction
Housing Homebuyers 15-Trade-Voc.
Household i Program After Rental ! 27-A.A.
Prior to 2005 At Program
Program Exit At Program Exit € 23-B.A.or B.S.
Total ! 2005 Exit** 3-M.A.
I
_...... w _. ..... _ ......... ................_ . _. ._. _...._............_.._ ___. ...,. .�......... .�.._ _..................._...._................. .
_ _. ._.._�.2 1 _35 MRH 22 FTHB ...59-Higher Ed.
.: _ . 1............._ .. .__.._
...._.._ -.. .. ..._::.
Family Testimonials
13
April 26, 2018
To The San Juan Capistrano Housing Authority:
I am writing to tell you how thankful. 1. 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, Z018
Tothe City ofSan 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 Favio|a'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. |twas also hard tocook and eat asafamily.Asaresult,
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 bfour 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. | was able to finish my Master's Degree early last year. |was also promoted at my company
Vista Paint from store manager to sales representative. I am very happy with rnyjob title, but| am
hop/ng to succeed more and move onto a bigger company. Favio|a is now returning to school this
summer. She completed an Associate's Degree inSociology 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 istobe financially stable and buy our own house. Currently, | arnpaying off rny
school debt. In the future, |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 vve||. As parents, Favio/a
and I want the best for our children and hope to be the best role models for them.They deserve
happiness and asafe 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, 202Q
To describe this program and myjourney within in it,the two best words | can use is life[hanging."
This gift,The Little Hollywood program,was offered uomne 3years ago when all | had was ablow upmattress,adresser
full of clothes,and the weight of the world to provide for my son and I riding on my shoulders, itwas paralyzing.Asa
single mother, I worked forty hours a week, living paycheck to p�ycheck,sometimes running out of money,and sleeping
on a couch not knowing what the future would hold for my son and 1.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 ofthe program and it was terrifying, but atthe 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 isthe 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 vveneed tomake abetter 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
/ did not qualify for a credit card. | had a job working in retail where there was no room for advancement ora raise in
wages. I was able to go back to school and because I was given the chance to further my education, | 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 pbssib|e. |would not be where |am today if|was not a parr 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 |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.
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 gook 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.. THANK 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. Hie 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 0.
April 2 2, MIS
This is the personal testimony of Sbanel.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 same time that I 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
frons my
200 per month, and my rent was Mg
S 1,950 per month. I had a savings my income was $2,
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 aparti-nent, my 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. 1 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 4-- 1 -ity 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.. Iwill be graduating without school debt. I started working for Western.Youth Services
in October 2017, and plan to do my practicurn 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, .l.
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.
�,vv ood.
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, 1.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
E I R S T
GI. Ell",
San Juan helps homeless become homeowners
By BRITTANY LEVINE
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
.s
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 Capistrano asked program participants during a talk at the city's
Community Center in 2005.
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 v.S. Depar ent of Housing and Urban 'Deveioprne=:_1.
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. EMAP
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$2,100 a month.
Since 2007, seven of Little Hollywood's 34 families have bought their own homes, and many more list that
as a long-term goal. That's atypical for affordable-housing programs, McClean said. By comparison, the
Crance. Cc my Housi c: Authority provides rental subsidies through HUD to 11,000 families in 31 cities. In
the past few years, fewer than 10 have bought homes, mostly out of the county, said John Hambuck, a
Housing Authority manager. OCHA offers classes similar to Little Hollywood's, but they are voluntary and
have about 250 participants.
GETTING STARTED
In 1999, San Juan Capistrano, through its Redevelopment Agency, bought migrant-worker housing near
the Los Rios District, tore them down and built 14 prefabricated homes intended for low-income residents.
At the time, if you qualified for affordable housing, you could stay there indefinitely.
About six years later, the city enacted time limits and hired McClean as a consultant. She designed a
mandatory educational component. The program now has space for 34 families and has a two-year
waiting list.
http://www.ocregister.com/coriiinon/printer/view.php'?db=ocregister&ld-305771 6/24/2011
TTIEL ORANGE COUNTY
�STER
San Juan helps homeless become homeowners
By BRITTANY LEVINE
2011-0B-24 09€0
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Susana Mendez enjoys her home's kitchen with daughters Alexis, 12, left, and Marlene, 8. The single morn
got help through the Little Hollywood Affordable Rental Housing Program in San Juan Capistrano.
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5, ri h�i nd r her ff iiL Pl r :,t ,t t, t ri � t # ire ti i t i th tran 0t t t d u t u F i # t� f r
m(tic iP ing in Saiz Juan's Little Hollywood Affordable Rental HousIng Program, PAUL04R)OVEVOCREGiSTER.CO fi
L HOWI HELP L
r A V
EXHIBIT B
Schedule of Charges/Payments
14
61147.021 00\10974777.1
SCOPE OF WORK DESCRIPTION
..........
....... ...........
1 PROGRAM APPLICATION PROCESSINGFEE$ Hours or Flat tea T07AL$
.........
i
1.1 Review and screen the waiting-list applications for program eligibility. $ 45.00 50 $ 2 250,00 I
1.2 Contact all waiting list applicants(currently 228 applicants)and provide the following information: $ 9.500.00 {
h ............ .. ..................................................
.
I
1
a iCurrent program description and eligibility requirements. _$ 25.00 100 $ 2,500.00
b, Describe the waiting.list process and provide the current anticipated timeframe(3 to 5 years). $ 5,00 100 $ 500.00 1
:_
.... ..._ .........
,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);
C. needs. ....... $ 30.00: 100 1 $ 3,QOO.QO
. .......... ...
........... 1.. l
_...._... .. ...........
'Provide guidance and examples of cost saving measures specific to the household needs(i.e. food pantries,
d. social service agencies,active rebates etc.). $ 25.00 : 100 $ 2,500.00
:Update the applicant contact information for applicants in order to provide future updates and housing support I
e. .,service recommendations as household conditions change. $ 10..00 100 $ 1,000.00
.............. ...... ... ............. . .... ..... .. .
1.3 Update the waiting list with current information and status updates. $ 10 00 ' 228 $ 2.280.00
1 ._.. ........ . ...
...... ......... ........ ..............
1.4 Determine appropriate household size for the available unit(s). 5 10.00 10 $ 100.00
...........
........... 1 l
}}
.......................... ......._._... I ....... .........
r :
:
f
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: I` $ r..445,00
............ ................ ..... .. E .........`. ........... ...... .... I.. ..... ...... ......... .......
i
a. Copies of child custody and divorce documentation(if applicable) E..$ 5.00 9 { $ 45.00
. . . . ..... ......
:Conduct an initial interview with households to review Program Guidelines and to
b, determine if they are qualified for the program based on the following Program Guidelines: _ $ 150.00 9 $ 1,350.00
...._
i
i
U.S.Citizenship/Permanent Alien Resident Status
`ii Evaluate the household income to determine projected rent.
;iii. Household size.
iv. Household priority...... ..... ....
1
V. initial household background check I
E _
SCOPE OF WORK DESCRIPTION
i
i
..........
c, "Complete in-depth reviews of waiting list applicant's household gross incomes to determine final income level $ 150,00 : 9 $ 1,350.00
......... ... .................. .... ... ...... .. ................................... .......... ,... .......E.................. .. .......... ...:.... ................. ........ .... ................
i. Grodit ro ports...
....
it, Bank savings and credit accounts for the past three months
....... .
iii. Pay stubs for the ast three months
P _
iv, Tax filings for the past three years.
....
V. Income to debt ratio.
'Complete. . in-depth
e criminal background check..._of h -.
n d pth c m g k household members to determine if there is a history of
d. alcohol/drug abuse,or criminal history. $ 75,00 9 $ 675.00
....
I
e Complete final interview with qualified households. I $ 50.00 9 $ 450,00
.... r .... ..... . ...... ....._..
.... .... _.._ ...... !
'Calculate rents and security deposits for qualified households based on household size, unit size, and ! I
........ .
f........ household income. `fs 20.00 9 $ 180.00
...........
Determine if a payment pian for security deposit payments is necessary,and establish appropriate terms to be
g. included in the lease agreement. $ 20.00 ° 9 $ 180.00
....... i_. _.... ....
...... ? _
I 1.
;Meet with the Authority's Housing Coordinator to review the applicants alignment with the Program Guidelines;
h, and finalize selected household for available unit. $ 50.00 ? 9 $ 450,00
....... .............. ..... .... ................
Meet with selected household to complete lease and sign the lease and Program Guidelines. i $ 20.00 9 $ 180.00
.............. ... ........ F .... .......... .. .................. ...... .,...... ....... ... ......... ,.. ....... �, ....... ........ ........
.... .. ... .. ...... ..... .. ..... .::::. .. .. ........
i. Submit signed lease and guidelines to the Authority for final execution. $ 10 00 i 9 $ 90.00
.... ..._
I
.
k. Obtain copy of driver license,auto registration,and auto insurance for household drivers. $ 5.00 9 $ 45.00
.... . . . ........... ,_......... ;_.
;Complete household walk through, leasing checklist of rented conditions, and provide household with key,1
I ..parking pass,and guest pass. $ 50.00 i 9 $ 450.00
........... ......
..... ... I
2 CASE MANAGEMENT AND PROPERTY MANAGEMENT
� .
2.1 Review and screen the waiting list-applications for program eligibility. $ 10.00 50 $ 500,00
Perform weekly reviews of household budgets for irregular expenses and council on appropriate and/or
2.2 concerning spending. $ 75.00 25 $ 1,875.00
Perform weekly meetings with the Neighborhood Watch captains regarding matters of safety concerns and
2.3 reports of criminal activity in the community.. $ 40,00 52 $ 2,080,00
SCOPE OF WORK DESCRIPTION
2.4 Perform weekly inspections of neighborhood for maintenance concerns. 5 40.00 a 52 $ 2,080.00
2.5 Perform monthly home visits to review all Little Hollywood and Rental Subsidy Program household situations. $ 5,180.00
a .._. Review the hous.ehald co rlpliartce witty th e Progrrrm CariideH.ne.s._ $ 10.00 t $
b. Verify monthly
....rent payment
$ 10.00 1 28 $ 280.00 l
C. Inspect households for maintenance concerns. f 25.00 28 $ 700,00
d. Establish and evaluate goals and needs for each family.member: _ $ 150.00 28 $ 4,200,00
......
1 i. Educational and vocational
ii. Career
iii Financial
..
£
iv. Personal
...........
i
Provide twenty-four hour, seven-day a week contact service for tenant maintenance not identified at monthly
2.6 inspections. $ 150.00 52 7.800M
i '
2.7 The consultant shall complete the following when maintenance concerns arise:
....
a. Document all evidence of necessary maintenance through photos $ 10.00 28 $ 280.00
.........
I.
b. Receive three bids for all maintenance repairs from Authority approved contractors. $ 50.00 ; 28 1,400.00
...... ........ .
C. ;Send all photo documentation of damage and bids to the Authority's Housing Coordinator for approval $ 10.00 28 $ 280.00
........... ........ _ .__....... ....... .... .....
........................_
d: Coordinate repairs with Authority approved contractors and tenants. $ 10.00 28 $ 280.00
Document all evidence of repairs through photos and send all photo documentation to the Authority's Housing'
e. Coordinator. $ 10.0028 $ 280.00
. ........ r
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. $ g,t o.00 f
......... ........ .._ ..........
a• !Schedule speakers. j $ 300.00 12 $ 3 600-00
�_._ I
b }Provide refreshments for all households $ 200.00 12 $ 2,400.00
i
SCOPE OF WORK DESCRIPTION i
C, Provide child care services with the following requirements: $ 250.00 12 $ 3,000.00,
i. CPR training. f
Iii. First Aid cards, _._._
Ti. Criminal*background-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: $, ;30.000 00 1 $ 30,000.00
.......... ........
Career Counselin Empto ment Assistance Senior Services
Child Care ESL Classes Tax Preparation
1
Tutoring Financial Evaluation Wellness Program
.. l
Vocational Training Goal Setting Plans Le al Assistance `
Credit Counseling Health Education School Readiness
............ ............ .......................... ........ ...._..... _.............
Provide twenty-four hour,seven-day a week contact service for Little Hollywood
2.10 and Rental Subsidy tenant counseling. $ I3,00t).00 'i', 1 $ 5,000.00
�. .......
....... ...
i
2.11 Annually re-certify all households.
.......... ..... .. ...... ............... ................. ........ ...... ........ ................... .............. .. .......... F
a. :Determine if household size is still appropriate the unit $ 30.00 25 $ 750.00,
. ..... ......................................... f
b. :Complete in-depth reviews of household gross incomes to determine current income level. $ 350.00 25 $ 8,750.00
............
i. Credit reports.
......... ......... f
ii Bank savings and credit accounts for the past three months. I
iii. Pay stubs for the past three months.
.......
iv. Tax filings for the past three years.
V. Income to debt ratio.
C. Calculate change in rents{if any for households based on household size,unit size,and household income. $ 30.00 25 $ 750.00
d. Review all household member goals and progress toward meeting short-term and long-term goals. $ 75.00 25 $ 1,875.00
SCOPE OF WORK DESCRIPTION
_..
`Meet with the Authority's Housing Coordinator to finalize household approval for re certification for available
c, unit. $. 75.00 25 $ 1875.00
f........ ...... iMeet with selected household to complete lease and sign the lease and Program Guidelines. $ 50.00 25 $ 1,250.00
9. Prepare and Submit signed lease andguidelines to the Authority for final execution. $ 40.00 25 $ 1,000.00
.................... .................. _I_
2.12 Attending training and meetings as requested. $ 200.00 4 1 $ 800.00
I..... __ . ........
....
.......
1
. i
213 Provide the Authority with weekly updates regarding the program status. 10,66U0
a. Review household concerns and successes. $ 75.00. 1 52... $ 3,900.00
......... .
. .
b, ?Review maintenance concerns and anticipated capital improvements, $ 75 00 52 3.900.00
...._... ........ ........ .......
c. ;Review expected vacancies, $ 15.00 52 $ 780.00 ...__._
................................... ........
d. Review activity of waiting lists t...� 40 00 52 $ 2,080.00
......... .............. .... ......
......... .. .... ........ _......
Provide quarterly written reports to the Authority on all Little Hollywood and Rental Subsidy household's
2.14 propross in the program,including the following:
.......... .......... . }
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 00 4....... $ 200.00
........... a
... _. ... .... ........ ......
C, Status of all household members'education. $ 50.00 4 $ 200.00
i.... ... .... ......... ......... ......... I .......... .. ....
d. Status of support services used by the household. $ 50.00 4 $ 200.00
.... .... . . ....... ...
..
8. . Status of workshop attendance $ 25.00 4...__ $ 100.00
f. ...... Status of home inspection.
$. ....150.00 4 ..... $ 600.00 .
....._ ..... ..
a.... Recommendations or comments on the household's progress(if necessary). .. 100.00 4 $ 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: $ 0.7<000.00
i
. .
a. i Status of housing $ 50.00 1 25 $ 1,250.00
..
b. ___ Status of all adults'employment. 50.00 ; 25 $ 1,250.00
SCOPE OF WORK DESCRIPTION 1
......
c. Status of all household members'education. $ 50,00 25 ! $ 1,250.00
..
....:..... ....
d, !Comments an the household's progress(if necessary). $ 50.00 { 25 $ 1,250.00
I l
2.16 Complete an exit interview and walk through of unit for each exiting household. $ 4,ti0 0. () I
.......................................
.. ..... .........
a. _ :Provide a list of any unit damage and procure bids to remedy. _ $ 100.00 : 9...... $ 900.00
.............
b. Document all evidence of necessary repairs through photos and written documentation $ 75.00 . 9 $ 675.00
c. Receive three bids for all repairs from Authority approved contractors. ; $ 150.00 I 9 € $ 1,350.00
Prior to the twenty-first day following the household's vacancy, provide final letter by certified mail to exiting' I
household of the itemized damage, written estimate to repair damage, and total Security Deposit amount.
d, ;remaining to be reimbursed. $ 25.00 f $ 225,00
.. ......__. ......_. ..........__. ..
........ ....
I
..
e. Provide the Authority with exit summary_mcluding: $ 150 00 9 $ 1.350.00 f
........ ._
I
i. Move-out inspection analysis, l
..... ._. .. ......... ........
.....
ii. Bid estimate for repairs,
......... .........
................... . . .. ........
iiii, Photo documentation of unit condition and repairs. i
I
iv. Final letter sent to the household. I
........ ..
I v. Security Deposit amount to be reimbursed. 1
........_ ..........
ii. ... .............
jvi. Household forwarding address. ._
......
.... �. ................................. .. _ .................................. I _f
_ i
2.17 Complete eviction procedures in accordance with State law if necessary. -
I I
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). 5 20.00 ; 12 $ 240.00
Act as liaison between tenant and independent Landlords for any maintenance concerns and/or landlord tenant
3.2 disputes. $ 20.00 12 $ 240.00
` _ 1
3.3 Keep records of all household's progress,maintenance,and program compliance. $ 10,00 12 $ 120.00
.
I I
3.4 Oversee the household's compliance with the Authority's Program Guidelines. I $ 300,00
SCOPE OF WORK DESCRIPTION
........
Provide the Authority with written correspondence of any household that is in violation of the Program]
a. Guidelines, I 50A4 4 _ $ 204.00
ii _.
t...
:Attend meetings with tenant households and Authority representatives to discuss violation and possible
b. ;repercussions. _ $ 140.00 . 1 ......._......... 100.04
.
Administrativr;Assistance-i'rograrn and Properly„Management $1,140 i 12 � $ 13,200,00
s ... ..............
.............. .............. ..... .. . .. ..............._..._ ............. .........--_ ............................ ............
TOTAUANNUAL FEE$ Program Administration,Property Management,Professional and Support Services $ 138.820.00
..........
i
......... .. .............. ...........
....._...
.. _... . :....
......... .... ..........
.... ......... ___......... <....... ............ ...................