06-0403_MDM & ASSOCIATES_Personal Services Agreememnti r
PERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this
day of April, 2006, by and
between the San Juan Capistrano Community Redevelopment Agency (hereinafter
referred to as the "Agency") and MDM & Associates (hereinafter referred to as
"Consultant").
RECITALS:
WHEREAS, Agency desires to retain the services of Consultant to perform property
management and administrative support services for the Rental Subsidy Program; and
WHEREAS, Consultant is qualified by virtue of experience, training, education and
expertise to accomplish such services.
NOW, THEREFORE, Agency and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by Consultant shall consist of those tasks as set
forth in Exhibit 'A" attached and incorporated herein by reference.
Consultant warrants that all of its services shall be performed in a competent,
professional and satisfactory manner and in accordance with the prevalent standards of its
profession.
Section 2. Term.
This Agreement shall commence on the effective date of this Agreement and
services required hereunder shall be completed by no later than June 30, 2006.
Section 3. Compensation.
3.1 Amount.
Total compensation for the scope of services for this Project shall not exceed
Ten Thousand Dollars ($10,000.00), as set forth in Exhibit "A," attached and incorporated
herein by reference.
3.2 Rate Schedule.
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The services shall be billed to the Agency at the rate set forth in Exhibit "A,"
attached and incorporated herein by reference. Included within the compensation are all
the Consultant's ordinary office and overhead expenses incurred by it, its agents and
employees, including meetings with the Agency representatives and incidental costs to
perform the stipulated services. Submittals shall be in accordance with Consultant's
proposal.
3.3 Method of Payment.
Consultant shall submit monthly invoices based on total services which have
been satisfactorily completed and specifying a percentage of projected completion for
approval by the Agency. The Agency will pay monthly progress payments based on
approved invoices in accordance with this Section.
For extra work not part of this Agreement, a written authorization from Agency
is required prior to Consultant undertaking any extra work.
3.4 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be made
available at reasonable times to Agency.
Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not an
agent or employee of Agency, and shall obtain no rights to any benefits which accrue to
Agency's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for Agency to enter into this Agreement.
Consultant shall not contract with any other entity to perform the services required without
written approval of the Agency. This Agreement may not be assigned, voluntarily or by
operation of law, without the prior written approval of the Agency. If Consultant is permitted
to subcontract any part of this Agreement by Agency, Consultant shall be responsible to
Agency for the acts and omissions of its subcontractor as it is for persons directly
employed. Nothing contained in this Agreement shall create any contractual relationships
between any subcontractor and Agency. All persons engaged in the work will be
considered employees of Consultant. Agency will deal directly with and will make all
payments to Consultant.
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Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the Agency, the Parties hereto shall execute an addendum to
this Agreement setting forth with particularity all terms of the new agreement, including but
not limited to any additional Consultant's fees.
Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated the
work to be performed; and (2) it understands the facilities, difficulties and restrictions of the
work under this Agreement. Should Consultant discover any latent or unknown conditions
materially differing from those inherent in the work or as represented by Agency, it shall
immediately inform Agency of this and shall not proceed with further work under this
Agreement until written instructions are received from the Agency.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and regulations
of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to Agency
at least one (1) copy of any final reports and architectural drawings containing Consultant's
findings, conclusions, and recommendations with any support documentation. All reports
submitted to the Agency shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and approval
of the Agency.
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Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant in
connection with the performance of its services pursuant to this Agreement are confidential
to the extent permitted by law, and Consultant agrees that they shall not be made available
to any individual or organization without prior written consent of the Agency. All such
reports, information, data, and exhibits shall be the property of the Agency and shall be
delivered to the Agency upon demand without additional costs or expense to the Agency.
The Agency acknowledges such documents are instruments of Consultant's professional
services.
Section 13. Indemnity.
Consultant agrees to protect, defend and hold harmless Agency, its elected and
appointed officials and employees from any and all claims, liabilities, expenses or damages
of any nature, including attorneys' fees, for injury or death of any person or damage to
property or interference with use of property and for errors and omissions committed by
Consultant arising out of or in connection with the work, operation or activities of
Consultant, its agents, employees and subcontractors in carrying out its obligations under
this Agreement.
Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good standing
with the State of California and having a minimum Best's Guide Rating of A- Class VII or
better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive General Liability coverage in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to contractual
period;
$1,000,000 injury to more than one person/any one occurrence/not limited to
contractual period.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive Automobile Liability coverage, including owned, hired and non -
owned vehicles in the following minimum amounts:
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$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to contractual
period;
$1,000,000 injury to more than one person/any one occurrence/not limited to
contractual period
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as required
by state law.
14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies using ISO form CG 20 10 11 85 (in no event with an edition date later than 1990)
to the City's General Counsel for certification that the insurance requirements of this
Agreement have been satisfied.
14.5 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled, nor
the coverages reduced, until after thirty (30) days' written notice is given to City, except that
ten (10) days' notice shall be given if there is a cancellation due to failure to pay a
premium.
14.6 Terms of Compensation.
Consultant shall not receive any compensation until all insurance provisions
have been satisfied.
14.7 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied with all
insurance requirements of this Agreement.
Section 15. Termination.
Agency and Consultant shall have the right to terminate this Agreement without
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cause by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10) days'
notice to the other party of a material breach of contract. If the other party does not cure
the breach of contract, then the agreement may be terminated subsequent to the ten (10)
day cure period.
Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses, or
to such other addresses as may be designated by written notice. These addresses shall
be used for delivery of service of process:
To Agency: San Juan Capistrano Community Redevelopment Agency
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Planning Director
To Consultant: MDM & Associates
P. O. Box 2041
Mission Viejo, CA 92691
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and
necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration under
the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ATTEST:
R. Monahan, Agency Clerk
AS TO FORM:
John R. Shaw, Iffy
Attorney
SAN JUAN CAPISTRANO COMMUNITY
REDEVELOPMENT AGENCY
David F. Adams, Executive Director
MDM & ASSOCIATES
By:/' I/�.l,./'_
MAft(atet McClean, Consu ant
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MDM and Associates
March 15, 2006
Ms. Lynette Adolphson
Management Analyst II
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Dear Lynette,
In August, 2005, MDM and Associates contracted with the City of San Juan Capistrano to provide
property management, case management, monthly workshops and assist with support services. I
appreciate the opportunity to submit this proposal for the San Juan Capistrano Community
Redevelopment rental Subsidy/Securement Program. The proposed program will closely align with
the "Little Hollywood" program that we currently administer.
In an ongoing effort to meet the needs of low to very low-income families, seniors and disabled
individuals, MDM and Associates has developed professional collaborative partners in the San Juan
Capistrano area who work with us to provide important support services that are easily accessible.
As a result, residents now prepare a monthly household budget, set short and long term goals on
finances, employment opportunities, personal development and family needs. Bank accounts are open
for each household and a bi-lingual representative at Union Bank is available to assist them with
financial and banking matters. A case manager schedules a monthly home visit to monitor the
progress and review the family budget. Support service, employment development, educational and
healthcare information is provided at monthly workshops. Several families and seniors are receiving
additional resource information and/or assistance when counseling, tutoring, scholarship
opportunities, ESL classes, computer instruction, healthcare consultations, insurance assistance,
and/or childcare is needed.
The program purpose is to assist with self-reliance, improve life skills and promote a healthy
home environment. I believe that future participating residents will be focused and appreciative of
support services that we are able to provide.
It will be a pleasure to work with you and the City in assisting the residents in the Redevelopment
Rental Subsidy/Securement Program.
Sincerely,
Margaret McClean
EXHIBIT A
P.O. Box 2041 Mission Viejo, CA 92691 (949) 588-2420
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Program Description:
The program goal is to offer the most inclusive support programs for the current and future
residents participating in the San Juan Capistrano Community Redevelopment Rental
Subsidy/Securement Program.
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The program outlined in the guidelines and operating procedures closely aligns with similar
programs that I have administered and provided support services for within south Orange
�' TOICounty. The following outline gives an overview of the supportive services that are
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 programs may include:
• Affordable medical and dental programs
• Case Management - monthly
• Childcare: daycare, school preparedness, after school and summer programs
• Computer training and tutorial programs for - students, adults and
seniors
• Counseling, support groups and workshops in Spanish and English -
parenting skills, anger management and developing healthy relationships
• Employment assistance, skills assessment, job development services
• ESL classes
• Family resource services
• Health education programs, first aid, CPR, disaster preparedness
• Legal assistance and mediation services
• Nutritional evaluations and food distribution programs
• Quarterly projects and/or events for the tenants
• Senior service programs and counseling
• Tax preparation
• Transportation services
• Utility assistance programs
• Vocational services, programs and counseling for individuals with disabilities
The focus of this proposal is to provide an outline of the comprehensive assistance programs
for low-income households that include families, individuals with disabilities and
seniors. Specific programs are designed to assist and meet the individual needs of each
household who are at or below the federal poverty guidelines. All proposed services are for
the purpose of improving self-reliance and life skills while providing the necessary resources
to fortify healthy behavior. The support services target the most urgent needs of these
residents while preserving their dignity and encouraging self-sufficiency.
The projection is that through support systems, which are easily accessible within the city,
lives will be enriched. The proposed program collaborates primarily with partners in San
Juan Capistrano to achieve the maximum utilization of resources without the duplication of
services.
its Case Management:
'lq Case Management meetings are scheduled monthly. The purpose of these meetings is to
assess the needs and monitor the progress within each household. The case manager reviews
the income to debt ratios with the head/s of each household and assists them in preparing a
11® realistic budget, savings and employment development plan. The goal is to increase the level
of household income and savings in a concerted effort to improve their financial stability as
they work towards self-sufficiency.
An assessment is also made of the utilization of classes, workshops and/or vocational
training to improve their employment opportunities and their completion of volunteer
services. In addition, the case manager inspects the home monthly to evaluate the living
conditions, check for safety and the need for household repairs and/or maintenance.
Current residents as well as prospective candidates for the city's program meet with a
designated case manager at the beginning of the contract. Monthly and Quarterly reports are
submitted to the city. The report contains an evaluation of the resident's compliance with the
established program guidelines and a detailed accounting of all financial activities related to
the program.
Program recommendations:
• The resident agrees to pay the rent on the first of each month in account set-up for
automatic draft to the designated landlord of the property. It is recommended that the
tenant set this account with Union Bank in San Juan Capistrano. They provide a
similar service for the "Little Hollywood" tenants.
• The resident agrees to work with the case manager in preparing a monthly budget
with the goal of saving 15 — 20% of their net income each month in a verifiable
savings account
• Attendance at group counseling sessions at a designated location in San Juan
Capistrano
• Adults living in the household agree to volunteer 6 hours a month in the community
• Attend individual counseling if it is recommended (parentfmarital, anger
management, children and teen evaluations, tutorial assistance, senior services,
independent living skills training, vocational and rehabilitation services) various
counselors provide services to the families, seniors and individuals with disabilities
and have the ability to communicate in Spanish
• Attend monthly meetings with a case manager to assess and evaluate their goals
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• Complete monthly paperwork (due on the first of each month) that includes:
1. Goal Sheet for each adult in the household
2. Budget Report for each family (outlines all monthly income and expenses)
3. Tum in supporting documents for the budget sheet. Proof of income, pay stubs,
child support documents, Notice of Action forms, etc. Account for all expenses —
bills received and/or paid, receipts from the grocery store, gas station,
department stores, pharmacy etc.
• Agree to a monthly in-home inspection
• Maintain the residence as a safe living environment
• Report the need for repairs and/or maintenance. to the landlord of the property
It is recommended that rent payments `be made as a draft from a bank and made directly to
the landlord. The City of San Juan Capistrano will make the rental subsidy payment to the
landlord.
Affordable Housing Background
Since 1994, Margaret McClean has worked with local non-profit agencies, county, city and
professional collaborative partners in the successful development of affordable housing
programs and support services that benefit low to very low-income residents in Orange
County.
Affordable housing is a necessity in Orange County. The rising cost of housing is a major
1 contributor to the continuing increase of the homeless population in local communities. Yet,
affordable housing alone is not sufficient. A recent four-year study showed that counseling,
1 case management and vital support services were essential components in the development
1 of an individual's maximum potential and their ability to achieve self-sufficiency. Support
1 programs are strengthened and positive outcomes result when local collaborative and
professional relationships are developed within the community it serves.
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A study completed in 2004 for a local nonprofit showed that of the 286 family members
served within a 4 -year period, approximately 74% of these families successfully
transitioned to self-sufficiency when they received support services versus the low 26%
success rate 4 years earlier when support service benefits were not available. The outcome
results further showed that clients receiving counseling, and a disciplined case
management had a 22% higher long-term success in remaining self-sufficient 12 months
after exiting the Housing Program.
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The collaborative proposal developed for San Juan Capistrano will provide similar support
services and programs to the residents approved for the housing assistance program in the
Rental Subsidy/Seeurement Program.
Eligibility Recommendations:
In order to be eligible the potential resident must be low to very low income. It is also
} suggested that new applicants agree to maintain employment and - most important - be
y willing to work towards improving their household income and/or strive toward self-
sufficiency.
The families applying for the rental subsidy program must -meet the city requirements and
will be re-evaluated at the beginning of their new contract agreement with the city of San
Juan Capistrano. Local churches, schools, community organizations and/or social service
agencies, may also refer future applicants to the city for this program, thereby, strengthening
the collaborative partnership agreements for vital program services.
The proposed guidelines for the housing assistance program encourage open lines of
communication. The city and their collaborative partner/s mutual goal is to meet the needs of
each household and achieve a broader impact on the success rate of the residents involved in
the program by offering increased support services and resources.
Intake Process Recommendation:
1. A potential client calls the city of San Juan Capistrano for housing assistance. The
housing administrator explains the requirements of the program and determines if the
potential applicant qualifies.
2. The prospective resident is asked to complete a housing application. The head(s) of the
household meet with the housing administrator and/or case manager for an initial
interview.
3. If the applicant appears to be a good match for the program, another interview is
scheduled. The purpose for this interview is twofold. First, the applicant learns more
about the program to determine if the resident's goals align with the program goals and
procedures in an effort to achieve self-sufficiency. Secondly, the support team reviews all
the applications to determine which family will gain the most from the program.
4. The applicant is to turn in a DMV report, credit report, recent check stubs to verify
employment and two -three reference letters.
5. The case manager confers with the city and within a week and a half, the applicant is
notified as to whether or not they are accepted.
5. Once the home is ready for the new residents, they are given the program guidelines and
agreement to read and sign. The new tenant signs the lease, security deposits required and the
rent are collected and the key 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.
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Case Manager and Counseling Team:
The case manager, counselors and collaborative partners assigned to the families in the housing
program provide support and guidance for the residents in the program. The counselor's goal is
to meet with all families for group and in individual sessions. The initial evaluation includes an
emotional need(s) assessment for each family member. Parental life skills assessment, parenting
and communication skills, stress and anger management levels and the specific need(s) of a child
or teen in the family are all assessed. Residents in the program who are seniors and or disabled
will have additional needs/support and vocational or rehabilitation assistance. The case manager
helps the residents stay focused on their goals and monitors the compliance with the program
guidelines and support service and volunteer commitments. Frequently parent(s) need assistance
with credit repair and /or legal aid and all residents need guidance in establishing and managing
a monthly budget. The case manager assists each client with an individualized plan to reach his
or her ultimate goal of self-sufficiency. The amount and type of needed assistance will depend on
the individual client and funding available.
The case manager also acts as a liaison between the counselors, collaborative support team
members and the city in ultimately providing a holistic approach when working with each
household as they strive towards self-sufficiency. The goal is to have monthly meetings to
evaluate each family's progress. The case manager completes a unit inspection report when
making the monthly in-home visits. This report describes the home's condition and the need for
maintenance or repairs. Like any home, the residence may be cluttered at times, however,
families are encouraged to keep it clean, safe, and to provide a healthy living condition for the
household environment and family's stability.
Length of Stay:
The city program guidelines will be followed and additional recommendations include:
Each tenant will sign a lease, and case management/support services agreement. The city can
present a 30 -day notice to end the lease agreement, and case management and support services if
the resident is not complying with the guidelines of the program.
The program provides each household with the opportunity to save up to 15 - 20 % of their
monthly income by offering various support services that reduce the household expenses. The
head of household will be asked to open a savings account. The case manager will explain the
benefits: (1.) Savings provides security in the event of an emergency and (2.) Savings is a
reserve to assist the family when exiting the subsidized program and they resume paying full
market rents.
The resident may be asked to write a progress report after 6 months in the program to explain
what they have gained from the program and to set their goals for the next 3-6 months. This
helps the head of household to focus on the purpose and their commitment to the program. It
also emphasizes that the program has a designated timeline. At this time the case manager
reviews the goals set in the first quarter of the program and assess their progress towards
independence. If the client is following the guidelines of the program, but is not yet ready to
transition to independent living, the program would most likely be extended. The recommended
length of time in the program is from three to five years.
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Each household has a limited window of time in this program. Hopefully, with support and
guidance, they will be ready to transition to independent living. Not all families will be ready for
this change. It is up to each individual to utilize the resources of counseling, support services,
financial planning, budgeting, computer classes, workshops and vocational programs to increase
skills and wages. The proposed support services are vital tools that assist in achieving goals.
Those individuals who successfully transition out of the program will then open the door for a
new family, individual or senior to participate in this program.
Offering too much assistance can inhibit growth. Yet providing the necessary tools within a
Positive environment can raise an individual's self-esteem and improve their potential for
success as they continue to work towards achieving self-sufficiency.
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Contract recommendations:
1. MDM and Associates to provide strategic planning, direction and collaborative program
development for improved support services to the resident/tenants participating in and
accepted into the Rental Subsidy/Securement Program. The expanded support services
are to benefit families, seniors and individuals with disabilities. Services will be provided
for up to 10 households with housing that is located in the City of San Juan Capistrano.
2. MDM and Associates agrees to attend scheduled meetings, review all housing
applications and provide the City with monthly financial statements for all costs related
to program services and operations. In addition, 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. Unit or property repairs are to be reported to the landlord/owner of the leased unit.
4. MDM and Associates will submit a monthly invoice for client support
services, case management, program and property management as specified
in the fee schedule and/or contract.
Projected Outcomes, Goals and Benefits:
(1) That all residents in this program will be strengthened through their case management,
life skills training, counseling, workshops, job development and family support services
to achieve the goal of self-sufficiency
(2) That able working adults will secure and retain permanent full time employment
(3) That savings accumulated while in the Housing Program will provide a financial
"reserve" for future housing and emergencies
(4) That upon exiting the program residents secure and maintain permanent housing
(S) That the adults living in the household will continue to provide volunteer services
within their community.
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Collaborative Partnerships
MDM and Associates in partnership with the following collaborative partners agree to provide
comprehensive support services and programs to the fourteen households in the San Juan Capistrano
Rental Subsidy/Securement Program
1. Boys & Girls Clubs
of Capistrano Valley
James E. Littlejohn
Executive Director
One via Positiva
San Juan Capistrano, CA 92675
Program Highlights and Benefits of the Boys and Girls Club:
Developing character and leadership, education and career development, sports and physical
fitness programs, art expression and appreciation, encouraging healthy and a positive behaviors
and competence in young children and teens.
Empowering 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.
Assisting 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.
3. Community Health Enrichment Collaborative
Terry Shearman, LCSW
31322 Camino Capistrano
San Juan Capistrano, CA 92675
Health Insurance and Health Education
Parenting Education & School Support
Family Counseling and Teen Services
Bilingual and Bicultural Counselors
Individual and group counseling
4. Dayle McIntosh Center
Jeffrie Vihinen, CAP Coordinator
Disability Resources and Advocacy
South County
24012 Calle De La Plata, Suite 210
Laguna Hills, CA 92653
Jorge Sotelo
Virginia Sergi
Pilar Aquero, MA
Janny Hernandez, MA
Saira Prudencio, MA
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.
5. Orange County Head Start
San Juan Capistrano, CA
Quality early education, comprehensive health and mental health services, nutrition education and
family support services. School readiness activities, including a formalized transition plan into the
kindergarten program, services for children with disabilities, parent education classes,
comprehensive health, nutrition and social services.
6. San Juan Seniors Club — South County Senior Services
Elaine Tracy, Senior Citizen Program Coordinator
25925 Camino Del Avion
San Juan Capistrano, CA 92675
San Juan Seniors Club and South County Senior Services provide programs that include:
meals served at the senior center, meals on wheels delivered to the home, transportation services,
physical fitness classes, computer classes, driver safety programs, tax assistance, counseling,
medical screenings, social clubs, gatherings and excursions.
Additional community support service partners include:
Camino Health Center
Catholic Charities of Orange County
Community Service Programs, Inc
Head Start
Ken Friess
Mission Baslica
Mission Hospital
Mission Hospital Thrift Store
Ocean Hills Church
OCTA
Operation School Bell
Regional Occupational Center (ROP)
St. Vincent de Paul Thrift Store
The Raise Foundation
The Rotary Club
Union Bank of California
WIC
Proposed Fee Schedule
An assessment of each household will assist in determining the
projected costs and budget needed for client support services.
Services
Consultant Fees
Budget Recommendation
Initial Household Assessment
One Time Fees
Application Processing - Intake
$ 75 per household
Counseling -Employment -Needs
Assessment Evaluation
$ 100 per household
Paperwork Preparation
$75 per household
Inspection & report
$ 75 per household
Review Program Documents & Agreements with
Tenants
$100 per household
$ 425 per household
$ 4,250 (one-time)
Monthly Assessments/Reports
Case Mgmt./Property Mgmt.
Monthly Program Fees
Monthly Rental Payments
$25 per household
Monthly Volunteer Monitoring
$ 35 per household
Monthly Case Management
$ 75 per household
Monthly In-home visits
$ 50 per household
Costs:
$185
$20,350 11 months
Quarterly Assessments
Quarterly Program Fees
Quarterly Reports
$ 400 per report
$1,600
Additional Support Services
Support Services Monthly
Counseling -
Individual & Group
$ 75-$100 per session
$3,000 annually
Boys and Girls Club
$30 per child/leen - a year
$ 500 annually
Monthly training - group
$50-$100 per session
$1,000 annually
Recertification for program
$100 per household
$ 1,000 annually
Attend Public Meetings
$150 per meeting
as needed
$ 300 annually
Contract program termination
$ 150 paperwork
as needed -
eviction proceedings to be
handled by city attorney
$ 300 annually
Total Projected Budget
$32,300
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 4931171
(949) 4931053 FAx
www. s anjuancaput rano. org
April 3, 2006
MDM & Associates
PO Box 2041
Mission Viejo, CA 92691
Dear Sir or Madam:
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1776
MEMBERS OF THE CITY COUNCIL
SAM ALLEVATO
DIANE BATHGATE
WYATT HART
JOE SOTO
DAVID M. SWERDLIN
A fully executed, original Personal Services Agreement related to providing property
management and administrative support services for the Rental Subsidy Program is
enclosed for your records.
Thank you for maintaining documentation confirming current compliance with the terms
of insurance under your agreement with the city. Please keep in mind that should this
documentation lapse, all work under this agreement must stop and all payments will be
withheld until we receive proper evidence of insurance.
You may proceed with work under this agreement in coordination with the project
manager, Lynnette Adolphson, Management Analyst II, (949) 443-6324.
Thank you,
Meg
Cf P—t.d nn 100% R..vd.e Paoer
CMC
Adolphson, Management Analyst II
San Juan Capistrano: Preserving the Past to Enhance the Future
0
CITY CLERK'S DEPARTMENT - ACTION REMINDER
TO: Lynette Adolphson, Finance
FROM: Maria Guevara, Deputy City Clerk DATE: June 15, 2006
SITUATION:
On April 3, 2006 the City of San Juan Capistrano entered into an agreement with MDM &
Associates for consultancy services to perform property management and administrative
support services for the Rental Subsidy Program.
Said agreement commences on April 3, 2006
Said agreement terminates on June 30, 2006
ACTION REQUESTED:
Please notify this office if said agreement has been extended or completed.
ACTION TO BE TAKEN:
AT��J
&%E)f'I' AC IONS SHOULD BE TAKEN:
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SIGNATURE OF OFFICIA/L� TAKING ACTION:
DATE SIGNED: i0 / /
***FOR CITY CLERK'S DEPARTMENT USE ONLY***
Tickler Date: 06/15/06
Deadline Date: 06/30/06
cc:
(600.30/mdm-rentsubprog)