15-0804_MDM & ASSOCIATES_Agenda Report_B4TO:
FROM:
DATE:
SUBJECT:
S.JCHA 8/4/2015
San Juan Capistrano Housing Authority
Agenda Report
Honorable Chair and Members of the Commission
Karen P. Brust, Executive Director
Sergio Klotz, Assistant Development Services Director ~ JJ
Prepared by: Laura Stokes, Housing Coordinator/Assistant Planne(;C/
August 4, 2015
84
Consideration of a Personal Services Agreement for Property
Management Services and Program Facilitation for the Little Hollywood
and Rental Subsidy Affordable Housing Programs (MOM and Associates)
RECOMMENDATION:
By motion, approve a Personal Services Agreement with MOM & Associates to
administer the Housing Authority's affordable housing programs, Little Hollywood and
Rental Subsidy, through June 30, 2017, in an amount not to exceed $356,904.
EXECUTIVE SUMMARY:
The San Juan Capistrano's Housing Authority (the Authority) owns twenty-four (24)
rental units in the Los Rios District known as Little Hollywood, and also provides rental
subsidies to four (4) household units located throughout the City. These programs
provide lower income households with an affordable housing opportunity. In addition to
the affordable rent, households in the program participate in life skills courses including
budgeting, stress management, parenting, credit improvement, and others.
On June 4, 2015, staff released a Request for Proposals (RFP) to six affordable
housing consulting firms for the continued oversight of the Little Hollywood and Rental
Subsidy Programs through June 30, 2017. The Authority received only one response to
the RFP, from MOM, which includes all services requested from the RFP and a budget
proposal for $115,595 annually or $211 ,904 for August 16, 2015 through June 30, 2017
for program administration. Rental reimbursements are estimated to be $144,980
through June 30, 2017, for a total contract amount, not to exceed $356,904 from August
16, 2015 through June 30, 2017. Staff recommends that the Housing Authority Board of
Directors approve MOM services for the Little Hollywood and Rental Subsidy Programs
until June 30, 2017, through a new Personal Services Agreements (Attachment 1 ).
Housing Authority Agenda Report
August 4, 2015
Page 2 of 5
DISCUSSION/ANALYSIS:
Background:
The City purchased the property in the Los Rios District referred to as Little Hollywood
with thirteen (13) homes on the site in 1983 and transferred the property to the former
Community Redevelopment Agency (CRA) to provide affordable housing. The CRA
rented the units to the existing residents at an affordable rent. In 1998, the CRA
rehabilitated three (3) of the existing units, replaced ten (10) existing units with
prefabricated units, and added one (1) new prefabricated home to the community. The
units continued to be leased out to the existing low income tenants and offered
affordable housing for additional families. In 2010, the CRA completed installation of an
additional ten (10) prefabricated units to be rented to lower income households, bringing
the total number of Little Hollywood units to twenty-four (24 ). From 1983 to 2005, the
program provided affordable housing without a time limit for the tenant's occupancy of
the unit. In 2005, the CRA determined that additional guidelines, requirements, and time
limits would benefit the program participants as well as ensure a greater number of
residents could receive assistance.
In addition to the updated program guidelines for Little Hollywood, the CRA created the
Rental Subsidy Program in 2005. The program operated under the same program
guidelines used in Little Hollywood, and allowed up to ten (10) tenants living in non-CRA
owned units to receive a CRA financed rental subsidy. The CRA and now the Housing
Authority, as the Housing Successor, collects rents from the tenants and then forwards
the tenant rents along with the Housing Authority rental subsidy to a Housing
Consultant. The Housing Consultant then makes rent payments to the landlords owning
the units affiliated with the Rental Subsidy Program to ensure timely payments and
avoid late fees.
For the past ten ( 1 0) years MDM and Associates ("MDM") has been responsible for
facilitating both programs, including collecting rents, executing leases, certifying
household incomes, handling tenant and landlord complaints and disputes, overseeing
maintenance and repairs, and providing necessary support services directly or through
select sub-consultants/organizations. Due to the length of time since the last Request
for Proposals for the Authority's housing programs, the Authority directed staff to
receive proposals from qualified housing consultants to continue program oversight.
Request for Proposals:
The Little Hollywood and Rental Subsidy program guidelines have been amended
periodically since 2005. Their use and supportive services have benefited the
households, and have been determined to be essential for the household's success
within the programs and success after exiting the program. The RFP was determined to
need the following for continued success:
Housing Authority Agenda Report
August 4, 2015
Page 3 of 5
• Little Hollywood Guidelines
• Little Hollywood Site Map Property Management Area
• Scope of Work including:
o Program Application Processing o Applicant Follow Up
o Household Case Management o Property Management
o Monthly Home Visits o 24 Hour On Call Services
o Monthly Workshops o Support Services and Training
o Household Interviews o Household Selection
o Conflict Mitigation o Eviction Proceedings
On June 4, 2015, staff released a Request for Proposals to six affordable housing
consulting firms for the continued oversight of the Little Hollywood and Rental Subsidy
Programs through June 30, 2017 (Attachment 2). The proposals were due to the City by
July 6, 2015 for consideration, and MOM was the only replying consultant (Attachment
3). Staff reached out to the other five firms to determine why they did not provide
proposals and received the following responses:
MIG I Hogle-lreland: "We are not able to respond at this time, but please keep us in
mind for future RFPs" -Pam Steele, Principal
Families Forward: "After careful consideration and review of the RFP, Families
Forward determined that we would not be able to fulfill the
necessary program requirements for the Little Hollywood
program. As an agency focused on the literally homeless family
population we are moving away from "Transitional Housing" and
moving towards permanent and stable housing through a
program called "Rapid ReHousing." ... we are not able to
commit the resources necessary to operate a program of that
nature." -Madelynn Montoya Director of Property Acquisition
and Management
MOM's proposal includes a thorough response to all services requested in the RFP's
Scope of Work and includes a budget which is within budget allocated by the Authority
for the continued Little Hollywood and Rental Subsidy programs through the 2015-2016
and 2016-2017 fiscal years. The MOM proposal is for a not to exceed amount of
$115,595 annually for program administration. From August 16, 2015 to June 30, 2016,
the budget will not exceed $96,329, and from July 1, 2016 to June 30, 2017, the budget
will not exceed $115,595 for a total of $211,924 for the 22 month period. Additionally,
MOM will be reimbursed for twenty-two $6,590 rent payments for September 2015
through June 2017, made on behalf of the Authority, totaling $144,980.
MOM has demonstrated the experience to successfully administer the program and
provide a full-range of comprehensive support services through collaboration with
numerous local agencies and organizations including:
Housing Authority Agenda Report
August 4, 2015
Page 4 of 5
• Boys & Girls Club • Regional Occupation Program • Orange County Head Start
• CHEC-Mission Hospital • Mission San Juan Capistrano • St. Vincent de Paul
• Camino Health Center • Ocean Hills Community Church • Dayle Mcintosh Center
• Union Bank • Community Health/Mental Enrichment Collaborative
Support services provided include, but are not limited to the following:
• Twenty-four hour on call availability for property management and counseling
services.
• Educate family households in budgeting, saving, etc.
• Assist families with job skill training to increase their potential to earn more income.
• Provide opportunities for the households to become responsible and independent.
• Help children grow and develop leadership qualities by positive social interaction in
preschool and after school programs.
• Assist the seniors and disabled residents with support services.
• Assist tenant households with additional resources based upon their needs (i.e. food
pantry, nutrition, clothing, counseling, etc.).
• Provide free or low-cost health care for the residents.
• Allow tenants to give back to the community through volunteering their services.
In addition to the $211 ,924 for services identified for the Little Hollywood and Rental
subsidy program management, the Personal Services Agreement also includes
reimbursement for rental payments. Rents are paid to the four landlords operating within
the Rental Subsidy Program by Housing Consultant on the first of each month. The
Housing Consultant pays the rents to avoid late fees which may be caused by the City's
bi-weekly payment system. The Personal Services Agreement establishes a
compensation amount for program management of $211 ,924 through June 30, 2017,
and a rent reimbursement amount of $144,980 through June 30, 2017 (monthly
payments of $6,590 for September 2015 through June 2017). The Personal Services
Agreement for MOM and Associates has a total compensation of not to exceed
$356,904, and provides for an option for the City Manager to renew the agreement for
an additional 12 months, from July 1, 2017 to June 30, 2018.
MOM and Associates has provided excellent services to San Juan Capistrano
residences, and is an efficient liaison between residents and the City. The continued
use of MOM and Associates will allow the continued success of the current program,
which has resulted in the 95% success rate of exiting households. Beginning in the
2011-2012 fiscal year, MOM has provided additional administrative services for the Little
Hollywood program, including responding to all program applicants with housing
referrals. Therefore, staff recommends approving the Personal Service Agreement with
MOM & Associates to administer the Housing Authority's affordable housing programs.
FISCAL IMPACT:
The City currently has $114,995 budgeted for the Little Hollywood and Rental Subsidy
Housing Authority Agenda Report
August 4, 2015
Page 5 of 5
management services annually and $79,080 budgeted for rent reimbursements annually
for FY 2015-2016. Funding for FY 2016-2017 will be included in the next two year
budget cycle.
FY 2015/16 Amended Budget (Aug. 15,2015-June 30, 2016)
Little Hollywood Program/Rental Subsidy Program Admin.
Rental Subsidy Program -Rent Reimbursement
FY 2015/16 Total
FY 2016/17 Projected Budget
Little Hollywood Program/Rental Subsidy Program Admin.
Rental Subsidy Program -Rent Reimbursement
FY 2016/17 Total
Grand Total
ENVIRONMENTAL ANALYSIS:
Not applicable.
PRIOR HOUSING AUTHORITY REVIEW:
Not applicable.
Budget
$99,560
65,900
$165,460
$114,995
79,080
$194,075
$359,535
COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS:
Not applicable.
NOTIFICATION:
MOM and Associates
ATTACHMENTS:
Proposed
Contract
$96,329
65,900
$162,229
$115,595
79,080
$194,675
$356,904
Attachment 1 -Personal Services Agreement for MOM and Associates Consultant
Services of the Little Hollywood and Rental Subsidy Programs
Attachment 2 -Little Hollywood and Rental Subsidy Program Consultant Services
Request for Proposals
Attachment 3 -MOM and Associates Proposal for Little Hollywood and Rental
Subsidy Program Consultant Services
PERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made, entered into, and shall become effective this 15th day
of August, 2013, by and between the San Juan Capistrano Housing Authority (hereinafter
referred to as the "Authority") and MOM and Associates (hereinafter referred to as the
"Consultant").
RECITALS:
WHEREAS, Authority desires to retain the services of Consultant regarding the
Authority's proposal for property management and support services for the Authority
operated Little Hollywood and Rental Subsidy affordable housing program; and
WHEREAS, Consultant is qualified by virtue of experience, training, education and
expertise to accomplish such services.
NOW, THEREFORE, Authority and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by the Consultant shall consist of those tasks as
set forth in Exhibit "A," attached and incorporated herein by reference. To the extent that
there are any conflicts between the provisions described in Exhibit "A" and those provisions
contained within this Agreement, the provisions in this Agreement shall control.
Section 2. Term.
This Agreement shall commence on the effective date and shall terminate, and all
services required hereunder shall be completed, no later than June 30, 2017. At the
discretion of the City Manager, this agreement may be renewed for an additional 12
months through June 30, 2018.
Section 3. Compensation.
3.1 Amount.
Total compensation for the services hereunder shall not exceed Two
Hundred Eleven Nine Hundred Twenty-Four ($211 ,924) as set forth in Exhibit B and
reimbursement for rental payments shall not exceed One Hundred Forty-Four Nine
Hundred Eighty ($144,980).
3.2 Method of Payment.
Subject to Section 3.1, Consultant shall submit monthly invoices based on
total services which have been satisfactorily completed for such monthly period. The
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Authority will pay monthly progress payments based on approved invoices in accordance
with this Section.
3.3 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be made
available at reasonable times to the Authority. Invoices shall be addressed as provided for
in Section 16 below.
Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not an
agent or employee of the Authority, and shall obtain no rights to any benefits which accrue
to Agency's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for the Authority to enter into this
Agreement. Consultant shall not contract with any other entity to perform the services
required without written approval of the Authority. This Agreement may not be assigned,
voluntarily or by operation of law, without the prior written approval of the Authority. If
Consultant is permitted to subcontract any part of this Agreement by Authority, Consultant
shall be responsible to the Authority for the acts and omissions of its subcontractor as it is
for persons directly employed. Nothing contained in this Agreement shall create any
contractual relationships between any subcontractor and Authority. All persons engaged in
the work will be considered employees of Consultant. Authority will deal directly with and
will make all payments to Consultant.
Section 6. Changes to Scope of Work.
For extra work not part of this Agreement, a written authorization from Authority is
required prior to Consultant undertaking any extra work. In the event of a change in the
Scope of Work provided for in the contract documents as requested by the Authority, the
Parties hereto shall execute an addendum to this Agreement setting forth with particularity
all terms of the new agreement, including but not limited to any additional Consultant's
fees.
Section 7. Familiarity with Work and/or Construction Site.
By executing this Agreement, Consultant warrants that: ( 1) it has investigated the
work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of
all conditions there; and (3) it understands the facilities, difficulties and restrictions of the
work to be performed under this Agreement. Should Consultant discover any latent or
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unknown conditions materially differing from those inherent in the work or as represented
by Authority, it shall immediately inform the Authority of this and shall not proceed with
further work under this Agreement until written instructions are received from the Authority.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and regulations
of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the work, Consultant shall have delivered to Authority at least
one ( 1) copy of any final reports and/or notes or drawings containing Consultant's findings,
conclusions, and recommendations with any supporting documentation. All reports
submitted to the Authority shall be in reproducible format, or in the format otherwise
approved by the Authority in writing.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant in
connection with the performance of its services pursuant to this Agreement are confidential
to the extent permitted by law, and Consultant agrees that they shall not be made available
to any individual or organization without prior written consent of the Authority. All such
reports, information, data, and exhibits shall be the property of the Authority and shall be
delivered to the Authority upon demand without additional costs or expense to the
Authority. The Authority acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
To the fullest extent permitted by law, Consultant agrees to protect, defend, and
hold harmless the Authority and its elective and appointive boards, officers, agents, and
employees from any and all claims, liabilities, expenses, or damages of any nature,
including attorneys' fees, for injury or death of any person, or damages of any nature,
including interference with use of property, arising out of, or in any way connected with the
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negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's
agents, officers, employees, subcontractors, or independent contractors hired by
Consultant in the performance of the Agreement. The only exception to Consultant's
responsibility to protect, defend, and hold harmless the Authority, is due to the negligence,
recklessness and/or wrongful conduct of the Authority, or any of its elective or appointive
boards, officers, agents, or employees.
This hold harmless agreement shall apply to all liability regardless of whether any
insurance policies are applicable. The policy limits do not act as a limitation upon the
amount of indemnification to be provided by Consultant.
Section 14. Insurance.
On or before beginning any of the services or work called for by any term of this
Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration
of the agreement, and provide proof thereof that is acceptable to the Authority, the
insurance specified below with insurers and under forms of insurance satisfactory in all
respects to the Authority. Consultant shall not allow any subcontractor to commence work
on any subcontract until all insurance required of the Consultant has also been obtained for
the subcontractor. Insurance required herein shall be provided by Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A-Class
VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive General Liability coverage in an amount not less than one
million dollars per occurrence ($1 ,000,000.00), combined single limit coverage for risks
associated with the work contemplated by this agreement. If a Commercial General
Liability Insurance form or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to the work to be performed under this
agreement or the general aggregate limit shall be at least twice the required occurrence
limit.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive Automobile Liability coverage, including owned, hired and non-
owned vehicles in an amount not less than one million dollars per occurrence
($1 ,000,000.00).
14.3 Workers' Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Workers' Compensation Employer's Liability Insurance in the statutory amount as required
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by state law.
14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self-retention amount, and an
additional insured endorsement naming Authority, its officers, employees, agents, and
volunteers as additional insured as respects each of the following: Liability arising out of
activities performed by or on behalf of Consultant, including the insured's general
supervision of Consultant; products and completed operations of Consultant; premises
owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed
by Consultant The coverage shall contain no special limitations on the scope of protection
afforded Authority, its officers, employees, agents, or volunteers.
14.5 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled, nor
the coverages reduced, until after thirty (30) days' written notice is given to Authority,
except that ten ( 1 0) days' notice shall be given if there is a cancellation due to failure to pay
a premium.
14.6 Terms of Compensation.
Consultant shall not receive any compensation until all insurance provisions
have been satisfied.
14.7 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
Authority has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement
Section 15. Termination.
Authority shall have the right to terminate this Agreement without cause by giving
thirty (30) days' advance written notice of termination to Consultant
In addition, this Agreement may be terminated by any party for cause by providing
ten (10) days' notice to the other party of a material breach of contract If the other party
does not cure the breach of contract, then the agreement may be terminated subsequent
to the ten (10) day cure period.
Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses, or
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to such other addresses as may be designated by written notice. These addresses shall
be used for delivery of service of process:
To Authority:
To Consultant:
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Laura Stokes, Housing Coordinator I Assistant Planner
MOM & Associates
P. 0. Box 2041
Mission Viejo, CA 92690
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and
necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration under
the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
Section 20. Counterparts and Facsimile signatures.
This Agreement may be executed by the Parties in counterparts, which counterparts
shall be construed together and have the same effect as if all the Parties had executed the
same instrument Counterpart signatures may be transmitted by facsimile, email, or other
electronic means and have the same force and effect as if they were original signatures.
[SIGNATURE PAGE FOLLOWS]
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ATTEST:
Maria Morris, City Clerk
APPROVED AS TO FORM:
Jeffrey Ballinger, City Attorney
SAN JUAN CAPISTRANO HOUSING AUTHORITY
By: _______________________ __
Kerry K. Ferguson, Chairperson
CONSULTANT
By:-------------
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EXHIBIT A
Program Description:
The program goal is to offer inclusive support programs for the current and future residents living in
the San Juan Capistrano Housing Authority and Rental Subsidy programs.
The program is designed to meet the specific needs of the community served by providing quality,
cost-effective support services aimed at preventing homelessness, achieving self-sufficiency and
strengthening relationships. Offering long-term guidance and supportive opportunities assists each
household member to realize their full potential as productive, responsible and caring individuals.
Collaborative programs include:
• Budget Preparation and Review-weekly, monthly, quat1erly, annual re-certification
• Career Counseling College Counseling-Grants, Scholarship Opportunities
• Case Management-weekly, monthly, quarterly and annual evaluations
• Childcare: during workshops, school preparedness, after school and summer programs
• Computer training and tutorial programs for students and adults
• Counseling, support groups, individual and family therapy
parenting skills, anger management and developing healthy relationships
• Credit Counseling, debt consolidation, first time homebuyer preparedness
• Employment assistance, skills assessment, resume development, career clothing
• ESL classes
• Family resource services
• Financial evaluation and credit monitoring
• First Time Homebuyer preparation and support services
• Goal setting, short term, interim, long term-professional, personal, financial
• Health education programs, first aid, CPR, disaster preparedness
• Legal assistance and mediation services
• Nutritional evaluations and community food distribution programs
• School readiness
• Senior service programs, nutrition, counseling, legal, professional services, transport,
elder abuse and identity theft prevention, in-home healthcare, hospice and care plan
review with family
• Tax preparation
• Tutorial programs for children and adults
• Vocational services, program review and counseling
• Volunteering, community, school and nonprofits
• Wellness Programs ·-nutrition, exercise and stress reduction
• Workshops -monthly
Specific programs are designed to assist and meet the individual needs of each household who are at
or below the federal poverty guidelines. Tbe 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 posrllve
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 April, 2015, realized a 91% success rate for the program. These
families successfully left the San Juan Capistrano Housing Authority program with stabilized housing
and credit. advanced vocational training and certifications and/ or a college education. increasing the
household income, maintaining full time emplovment; and over 38% of the families fulfilled their
long term goal to be a first time home owner.
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Case Management:
Case Management meetings are scheduled monthly and reviewed with an assessment team.
The purpose of these meetings is to assess the needs and monitor the progress within each
household. The case management team reviews the income to debt ratios with the head/s of
each household and assists them in preparing a realistic budget, savings and employment
development plan. The goal is to increase the level of household income and savings in a
concerted effort to improve their financial stability as they work towards self-sufficiency. In
addition to the monthly meetings a detailed eight page excel budget is prepared by the
household and reviewed by the case management team to insure that financial goals are set
and met. Financial advisors assist with debt consolidation and credit monitoring.
An assessment is also made on the utilization of workshops, academic or vocational
counseling, individual and family counseling, goals, monitoring of college classes and/or
vocational training emollments 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.
Prospective candidates on the waiting list are contacted on a quarterly basis to update their
information and evaluate their future program eligibility. A family accepted into the program
meets with a designated case manager to review and sign a lease agreement and program
guidelines. Current residents are recertified annually and sign a lease agreement and program
guidelines on or before the first day of each year.
Weekly, monthly and quarterly reports are submitted to the city. These reports contain an
evaluation of the resident's compliance with the established program guidelines, support
services utilized and a detailed accounting of the financial activities related to the program.
Program review:
• The resident agrees to pay the rent before the I Oth day of each month
• A late fee of$50.00 is due if rent is paid after the IO'h day of each month
• The resident agrees to work with the case manager in preparing a weekly and
monthly budget with the goal of saving 10-20% of their net income each month in a
verifiable savings or retirement account.
• Families accepted into the program agree to maintain full time employment and
attend class part time or attend college/vocational training full time and work part
time.
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• Attendance at the monthly group sessions-workshops
• Adults living in the household agree to volunteer 6 hours a month in the community
• Attend individual counseling if it is recommended (parent/marital, anger
management, children and teen evaluations, tutorial assistance, senior services,
independent living skills training, vocational and rehabilitation services) various
counselors provide services to the families, seniors and individuals with disabilities
and select counselors are bi-lingual.
• Attend monthly meetings with a case manager, academic advisor, and/or financial
advisor for additional sessions needed to assess and evaluate academic and financial
goals, life skills, debt resolution, credit monitoring
• Complete monthly paperwork (due on the first of each month) that includes:
I. Goal Sheet for each adult and teen in the household
2. Budget Report prepared weekly/monthly for each family (outlines all monthly
income and expenses)
3. Submit supporting documents for the budget sheet. Proof of rent payment,
household income, pay stubs, child support, hank statements, Notice of Action
forms, etc.
4. Account for all expenses-
Monthly bills received and paid, groceries receipts, restaurants, school functions,
books, class registration, school and athletic expenses, gas, auto repairs, car
registration, auto insurance, department stores, 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
Monthly rent payments are to be paid either by online banking automatic bill pay, mailing a
check or personally delivering a check or money order to the San Juan Capistrano Housing
Authority.
Rent is considered late if payment is not received by the I Oth of each month. A $50.00 late
fee is due if paid after the 10111 of each month. The tenant provides the case manager with a
rent receipt or bank statement confirming that the rent, late fee or Security Deposit,
if applicable, was paid.
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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.
A collaborative team of associates provide professional and clinical services focused on
breaking the cycle of poverty through education, financial literacy and wrap around services
that increases the potential for each family member to be successful, self-sufficient and a
positive role models within the community.
Affordable housing is a necessity in Orange County. The rising cost of housing is a major
contributor to the continuing increase of the homeless population in local communities. Yet,
affordable housing alone is not sufficient.
Studies show that counseling, case management and vital support services are essential
components in the development of an individual's maximum potential and their ability to
achieve self-sufficiency. Support programs are strengthened and positive outcomes result
when local collaborative and professional relationships are developed within the community
it serves.
The program developed in 2005, for the San Juan Capistrano Housing Authority provides
support services and subsidized rent for families accepted into the program. The goal is to
offer hope with a positive direction and to help open the doors of opportunity. This approach
gradually reduces the levels of fear, stress and anxiety and presents a way for a family to
realize and identify with success. Even small victories fortify and strengthen a person.
Courage and strength helps in taking the next step -to move forward and overcome the past.
The attached testimonials were recently provided by 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. Their histories are varied and
yet each one humbly illustrates a challenging journey. However, it also illustrates their
determination to discover a new direction not only for their family but for future generations.
They become vested in the process and determined to break the chain of abuse, abandonment
and poverty -both now and into the future.
The families in this program are focused and want to make a positive difference within their
family and within the community as well!
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 -
most important -be willing to work towards improving their household income and strive
toward achieving self-sufficiency.
The families in the San Juan Capistrano Housing Authority programs currently meet the city
requirements and are re-evaluated at the beginning of their annual contract agreement. Local
churches, schools, community organizations and/or social service agencies, may also refer
future applicants to the city for this program, thereby, strengthening the collaborative
partnership agreements for vital program services.
The guidelines for the housing assistance program encourage open lines of communication.
The mutual goal is to meet the needs of each household and achieve a broader impact on the
success rate of the residents involved in the program by offering support services and
resources.
Intake Process:
1. A potential client calls the city of San Juan Capistrano for housing assistance.
The housing coordinator provides a waiting list application, and explains the criteria
necessary in order to qualify for the program.
2. The prospective resident is asked to complete a housing application when a unit becomes
available. The head(s) of the household meet with the program manager for an initial
interview when a unit becomes available.
3. Ifthe applicant appears to be a good match for the program and a unit is available,
another interview is scheduled. The purpose for this interview is twofold. First, the
applicant learns more about the program to determine if the resident's goals align with
the program goals and procedures in an effort to achieve self-sufficiency. Secondly, the
support team reviews all the applications to determine which family will gain the most
from the program.
4. The applicant is to turn in a DMV report, credit report, copies of each household
member's social security cards, copy of birth certificates, copies of three recent check
stubs, employment verification, two-three reference letters and agree to a criminal
background check and drug screening.
5. The program manager confers with the city and within a week and a half, the applicant is
notified as to whether or not they are accepted.
6. Once the home is ready for the new resident!s, they are given the program guidelines and
agreement to read and sign. Tbe new tenant signs the lease, security deposit!s required and the
rent is collected and the keys are given tor the home and mailbox. The program manager
conducts a walk·through of the home with the tenant and then the tenant signs the inspection
report.
5
Program Management, Case Management and Counseling Team:
The program manager, counselors and collaborative partners assist the families in the housing
program by providing support and guidance. The counselor's goal is to meet with all families tar
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 program manager helps the residents stay focused on their goals and monitors the
compliance with the program guidelines and support service and volunteer commitments.
Frequently parent(s) need assistance with credit repair and /or legal aid and all residents need
guidance in establishing and managing a monthly budget. The program manager assists each
client with an individualized plan to reach his or her ultimate goal ofselfsuffzciency. The amount
and type of needed assistance will depend on the individual client.
The program manager and case management team also act as a liaison between the 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 program manager completes a unit
inspection report when making the monthly in-home visits. This report describes the home's
condition and the need for maintenance or repairs. Like any home, the residence may be
cluttered at times; however, families are encouraged to keep it clean, safe, and to provide a
healthy living condition for the household environment and family's stability.
Neighborhood Watch
The Little Hollywood community has an active Neighborhood Watch Program. Neighborhood
Watch meetings are scheduled weekly with property management and Neighborhood Watch
Captains. Reports of suspicious activities or crimes are discussed with the tenants in an ongoing
effort to educate the community on safety and to reduce crime in the area.
Neighborhood Watch signs are posted within the community. A parking sticker is provided for
each vehicle registered to a tenant identified on the lease along with one Guest Parking Hanger
per household. Parking controls have reduced the incidence of crime from surrounding areas
using the community as a drop off and pick up area for illegal drug trafficking.
Scheduled workshops provide education on the crime prevention programs in the community.
Presentations are scheduled with Celina Corley, Crime Prevention Specialist with Orange
County Sheriff Department -San Juan Capistrano Police Services and the discussions include
Home Security, Vehicle Security, Vacation Security, and contacting the Orange County Sheriffs
Department when a suspicious activity or crime is witnessed.
Information packets provide each household with important safety information, Home Security
Checklist and important contact numbers.
6
Length of Stay:
Tenants are Re-certified Annually-(Refer to Program Guidelines)
Each tenant will sign a lease, and case management/support services agreement. The city can
present a 30-day notice to end the lease agreement, and case management and support services if
the resident is not complying with the guidelines of the program.
The program provides each household with the opportunity to save up to 10 -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: (!.) 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.
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 progmm.
Providing the necessary tools within a positive environment can raise an individual's self-
esteem and improve their potential (or success as they continue to work towards achieving
self-sufficiency.
7
Contract recommendations:
1. MDM and Associates to provide strategic planning, direction and collaborative program
development for improved support services to the resident/tenants living in the San Juan
Capistrano Housing Authority program. The expanded support services are to benefit
families, seniors and individuals with disabilities.
2. MDM and Associates agrees to provide property management, attend scheduled
meetings, review all housing applications and provide the city with monthly statements
for all costs related to program services and operations. ln 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 MDM and Associates with a list of
approved vendors for repairs and maintenance. Maintenance and repairs are to be on a
separate budget. MDM and Associates will secure three bids for repair, take photos
before and after the repair and notify the city of the anticipated revision of approved
repairs. In the event of an emergency repair, the city will be notified by email and
voicemail with a follow-up call and provided with an estimated cost for the repairs.
5. MDM and Associates will submit a monthly invoice for client support
services, case management, program support services and property
management as specified in the fee schedule and/or contract.
Projected Outcomes, Goals aud Benefits:
(I) That all residents in this program will be strengthened through their case management,
life skills training, budgeting, counseling, workshops, job development and family support
services to achieve the goal of self-sufficiency
(2) That able working adults will secure and retain permanent full time employment and
increase their future employment opportunities by furthering either vocational
training or college education
(3) That savings accumulated while in the Housing Program will provide a financial
"Reserve" for future housing and emergencies
(4) That upon exiting the program resident/s secure and maintain permanent housing
(5) That the adults living in the household will continue to provide volunteer services
within their community.
8
Collaborative Partnerships
MDM and Associates, in partnership with the following collaborative partners, agree to
provide comprehensive support services and programs to the househo Ids in the
San Juan Capistrano Housing Authority.
Boys & Girls Club of Capistrano Valley
James E. Littlejohn
Executive Director
One via Positiva
San Juan Capistrano, CA 92675
Program Highlights and Benefits of the Boys and Girls Club:
Developing character and leadership, education and career development, sports and
physical fitness programs, art expression and appreciation, encouraging healthy and a
positive behaviors and competence in young children and teens
Empowers youth to support and influence their club and community, by sustaining
meaningful relationships with others, developing a positive self-image, and sharing in the
democratic process by participating in various leadership roles. Strengthening awareness
and acceptance of cultural identities
Assists children and young adults by encouraging them to become proficient in basic
educational disciplines, setting personal goals and developing core competencies to live
successfully as self-sufficient adults
Community Health and Enrichment Collaborative Partners
Employment Development Programs
Career Development Counselors, Education and Scholarship Advisors
Health Insurance and Health Education
Parenting Education & School Advocacy Programs
Family Counseling and Teen 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 deat~ 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, including a formalized
transition plan into the kindergarten program, services for children with disabilities, parent
education classes, comprehensive health, nutrition and social services,
South County Senior Services
Age Well, Council on Aging, In-home Support Services and Advocacy Programs
San Juan Capistrano, CA 92675
Various Support Services are provided to seniors in the community that include:
Legal assistance, Counseling, Tax preparation, Insurance policy review and advocacy,
meals served at the senior center, meals on wheels delivered to the home, transportation
services, physical fitness classes, computer classes, driver safety programs, , immunizations,
, medical screenings, social clubs, gatherings and excursions.
NeighborWorks-Orange County
First Time Homebuyer s and down payment assistance programs provide buyer education,
and realtor assistance with loans designed for Low-to Moderate Income Households.
10
Additional community support service partners include:
Big Brothers "-Big Sisters
Boy Scouts
B"R.E.ATH. Wellness Foundation
Camino Health Center
Catholic Charities of Orange County
Computer Learning Centers
Consumer Credit Counseling
Family Assistance Ministries
Family Counseling contract services for individual needs of the household
Girl Scouts
Head Start
Home Aid
Illumination Foundation
Legal Aid and contracted attorneys based on family requirements
Meals on Wheels
Mission Basilica
Mission Hospital
Mission Hospital Thrift Store
NAMI
OCTA
Red Cross-CPR Training and First Aid
Regional Occupational Center (ROP)
South County Outreach
Schools on Wheels and School readiness programs
St. Vincent de Paul
The Rotary Club
Union Bank of California
Volunteers of America
Wells Fargo Community Partners
W ellness Foundation
Women Helping Women
Working Wardrobes
WIC
* Additional collaborative agencies and professional services are selected based on the
family's need.
11
MDM and Associates
Program and Property Management
Margaret McClean
Case Management Advisors
Lorraine E, Fox, Ph.D.
Susan Mehta, M.A., B.A., CIP, Certified Intervention Specialist
Counselors
Holly A. Plummer, LMFT
Ann Friedman, LMFT
Desiree Delagarza, Psy.D
Paul Gillane, LMFT
Wellness
Virginia Schoenfeld, Ph.D.
Finance
Snellen Rowe
Brian Bates, CPA
Lie# 34017
Lie# 39893
Lie# 19575
Lie.# 19525
Computer Program Development
Janet Bearden
Computer Instruction and Employment Development
Larry Gates
Insurance Providers:
Hartford Insurance-on file with the city clerk
AAA Insurance -on file with the city clerk
12
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OJ 7/6/2015 9:08AM
2.1 50
2.2 28
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2.3 reports of criminal activltylh the community. $ 25.00 : 52 $ 1 300 oo
2.4
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SCOPE OF WORK DESCRIPTION
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6 7/6/2015 9:08AM
SAN JUAN CAPISTRANO
HOUSING AUTHORITY
REQUEST FOR PROPOSALS FOR HOUSING CONSULTANT FOR
LITTLE HOLLYWOOD AND RENTAL SUBSIDY PROGRAM
ADMINISTRATION AND PROPERTY MANAGEMENT
SUBMIT OR E-MAIL YOUR PROPOSAL BY 5:00 PM
ON MONDAY, JULY 6, 2015 TO:
City of San Juan Capistrano
Attn: Laura Stokes, Housing Coordinator/Assistant Planner
Development Services Department
1. INTRODUCTION
32400 Paseo Adelanto
San Juan Capistrano, California 92675
lstokes@sanjuancapistrano.org
(949) 443-6313
The San Juan Capistrano Housing Authority (Authority) is requesting proposals from
qualified firms for a Housing Consultant to administer the Authority's Little Hollywood
and Rental Subsidy program for a period of twenty-two (22) months. The Rental
Subsidy Program is expected to end by August 2016.
The Little Hollywood and Rental Subsidy programs assist lower income households by
providing reduced rents, comprehensive counseling, support services, monthly progress
checks, and monthly group workshops. The Little Hollywood program serves up of
twenty-four homes which are owned by the San Juan Capistrano Housing Authority and
rented to lower income households. The Rental Subsidy program serves up to four
households in single-family residential units; in which the households rent from
independent landlords, and the Authority subsidizes a portion of the rent to ensure the
rent remains affordable to the low income households.
ATTACHMENT 2
Request for Proposals (RFP)
Little Hollywood & Rental Subsidy Programs 2 San Juan Capistrano Housing Authority
The Housing Consultant will provide property management services for the twenty-four
Little Hollywood units and surrounding Authority property (Attachment 1 ), administer the
Authority's Little Hollywood program and Rental Subsidy program in accordance with
the Little Hollywood Program Guidelines (Attachment 2).
2. SCOPE OF WORK
The scope of work requirements for the Little Hollywood and Rental Subsidy Programs
is provided as a separate document (see Attachment 3).
3. PROPOSAL REQUIREMENTS
Consultant proposals shall include a transmittal letter including a statement of
understanding of the scope of the project, the general methodology/approach to be
used, a description of the firm's background and experience. The Proposal shall be
signed by an individual authorized to bind the consultant and shall contain a statement
that the proposal is valid for at least a 90-calendar day period. The proposal will also
include the following:
3.1 A proposed scope-of-work (SOW), consistent with the Authority's SOW
requirements, including a description of the specific work tasks that will be
completed and work products that will be produced.
3.2 A list of similar housing programs managed by the firm and project manager(s);
including key staff to be used.
3.3 One-page resume of the project manager highlighting that individual's relevant
experience, skills, and education.
3.4 A proposed monthly fee to perform the services outlined in the Scope of Work,
including a breakdown of the estimated cost, estimated hours, and the hourly
rates for all personnel to be involved in the services provided.
3.5 A list of references for similar services provided .
4. PROPOSAL SUBMISSION
Interested firms or persons should submit their proposal in PDF format (600 dpi
resolution, color or black & white) by e-mail to lstokes@sanjuancapistrano.org in the
Development Services Department, City of San Juan Capistrano by the time and date
indicated on the coversheet of this RFP.
5. SELECTION PROCESS
A selection committee composed of City staff will review the proposals pursuant to the
City's adopted Purchasing Policies and Procedures to select the most qualified
Request for Proposals (RFP)
Little Hollywood & Rental Subsidy Programs 3 San Juan Capistrano Housing Authority
consultant with particular emphasis on the following factors consistent with:
5.1 A proposed scope-of-work (SOW) including a description of the specific work
tasks that will be completed and work products that will be produced.
5.2 Completeness of proposal.
5.3 Firm's experience and resources.
5.4 Professional qualifications of key personnel.
After evaluation of the proposal, and subsequent interviews if needed, the Authority will
select the most qualified consultant with whom to negotiate an agreement to provide the
consulting services through the completion of the Project.
The Authority reserves the right to reject any or all proposals, to waive any informality or
irregularity in any proposal received, and to be the sole judge of the merits of the
respective proposals received.
6. AGREEMENT /INSURANCE REQUIREMENTS
The consultant selected for the study will be required to execute a standard San Juan
Capistrano Housing Authority Personal Services Agreement (Attachment 4 ). Proposals
shall include a statement that the submitting firm/person is amenable to all provisions in
the Authority's standard agreement. If a proposing firm/person takes exception to any of
the terms in the Personal Services Agreement, the firm/person must notify the Authority
of their specific issue( s) as soon as possible and determine whether the provision may
be modified. Insurance and indemnification requirements are not negotiable.
7. AUHORITY'S RIGHTS
The Authority may investigate the qualifications of any proposer under consideration,
require confirmation of information furnished by a proposer, and require additional
evidence of qualifications to perform the services described herein. The Authority
reserves the right to:
7.1 Reject any or all of the proposals and issue a subsequent Request for Proposals.
7.2 Cancel the entire Request for Proposal.
7.3 Remedy technical errors in the Request for Proposal process.
7.4 Appoint an evaluation committee to review proposals.
7.5 Seek the assistance of outside technical experts in proposal evaluation.
Request for Proposals (RFP)
Little Hollywood & Rental Subsidy Programs 4 San Juan Capistrano Housing Authority
7.6 Approve or disapprove the use of particular subcontractors.
7. 7 Award a contract to one or more proposers.
7.8 Waive non-substantive errors or irregularities in proposals.
This RFP in no way commits the Authority to enter into a contract, nor does it obligate
the Authority to pay for any costs incurred in the preparation and submission of
proposals or in anticipation of a contract.
8. PUBLIC RECORDS ACT
Responses to this RFP become the exclusive property of the Authority and subject to
the California Public Records Act. Those elements in each proposal which are trade
secrets as that term is defined in Civil Code section 3426.1 (d) or otherwise exempt by
law from disclosure and which are prominently marked as "TRADE SECRET",
"CONFIDENTIAL", or "PROPRIETARY" may not be subject to disclosure. The Authority
shall not in any way be liable or responsible for the disclosure of any such records
including, without limitation, those so marked if disclosure is deemed to be required by
law or by an order of the Court. Proposers which indiscriminately identify all or most of
their proposal as exempt from disclosure without justification may be deemed non-
responsive.
In the event the Authority is required to defend an action on a Public Records Act
request for any of the contents of a proposal marked "confidential", "proprietary", or
"trade secret", the proposer agrees, upon submission of its proposal for Authority's
consideration, to defend and indemnify the Authority from all costs and expenses,
including attorneys' fees, in any action or liability arising under the Public Records Act.
9. QUESTIONS
Questions regarding this RFP should be sent in writing to Laura Stokes, Housing
Coordinator/ Assistant Planner via e-mail to: lstokes@sanjuancapistrano.org. Questions
concerning information already contained in the RFP will be answered in writing and
provided to all firms who have been sent the RFP or have advised the Authority's
project manager that they are preparing a proposal. Questions requiring clarification or
additional information may be addressed in an addendum to this RFP. All Authority
correspondence involving questions and answers related to this RFP will be provided to
all other known proposers.
Attachments:
1-Little Hollywood units and surrounding Housing Authority property
2-Little Hollywood Program Guidelines
3-Scope of Work Requirements
4-Standard Housing Authority Personal Services Agreement (PSA)
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SAN JUAN CAPISTRANO HOUSING AUTHORITY
LITTLE HOLLYWOOD AFFORDABLE RENTAL HOUSING PROGRAM
GUIDELINES & OPERATING PROCEDURES
Adopted April 18, 2000
Amended August 16, 2005
Amended June 07, 2011
Amended October 02, 2012
I. INTRODUCTION
The San Juan Capistrano Housing Authority (Authority), as Successor Housing
Agency to the former San Juan Capistrano Community Redevelopment
Agency, now owns the property acquired, rehabilitated, and constructed for
single-family residences in the area known as Little Hollywood. The Little
Hollywood Affordable Rental Program maintains and provides affordable
housing to lower and very-low income tenant households for a period of three-to-
five years to allow sufficient time for the households to improve their financial
situation and become self-sufficient. The program guidelines and operating
procedures provide a basis for determining applicant eligibility and rules that
are to be followed by all tenant's households.
II. DEFINITIONS
Tenant Household-One household per unit occupied by those persons identified
on the executed residential lease.
E>ctreme!y Very-Low Income Household - A household with a combined annual
income for all household members 18 years of age or older that does not exceed
30 percent of the Orange County annual median income.
Very-Low Income Household - A household with a combined annual income for
all household members 18 years of age or older that does not exceed 50
percent of the Orange County annual median income.
Lower-Income Household - A household with a combined annual income for all
household members 18 years of age or older that does not exceed 80 percent
of the Orange County annual median income.
Rental Subsidy Waiting List - A list maintained by the City of San Juan
Capistrano's Development Services Department of those persons that have
submitted a written request to be added to a waiting list to receive rental
assistance from the Authority.
Declaration of Conditions. Covenants and Restrictions - A document transferred
to the Authority, Successor Agency to the former San Juan Capistrano
Community Redevelopment Agency, and adopted on August 16, 2005, that
restricts the maximum incomes for households and the maximum rents the
Authority may charge for the Authority's housing units within the Authority's
Page 1 of 12
ATTACHMENT 2
project area boundaries for a period of 55 years.
Housing Units -The Little Hollywood rental units located on Assessor's
Parcel Nos. 649-281~5. 121-142~1. and 121-142-07 in the Los Rios District
within the Housing Authority project boundaries that are owned by the Authority.
Housing Development -The Little Hollywood property owned by the Housing
Authority on Assessor's Parcel Nos. 649-281-05, 121-142-01, and 121-142-07
located in the Los Rios District, adjacent to Mission Street, Ramos Way, and
Ramos Street in the City of San Juan Capistrano.
Monthly Rent -The total of monthly payments for use and occupancy of the
Housing Unit and land and facilities associated there within accordance with
Section V (Monthly Rental Amount) of these regulations. Additional monthly
fees, utility charges, or service charges which are required of all tenants may
be assessed by the Authority.
Utiljtv Allowance -The amount that may be added to the monthly rent each
month for all tenant households for utility services provided by the Authority
pursuant to the Utility Allowance published annually by the County of Orange
Housing & Community Services Development Multi-Family Affordable Rental
Housing Utility Allowance.
Ill. ELIGIBLE TENANT HOUSEHOLDS
A. U.S. Citizenship/Permanent Alien Resident Status -All occupants of
the tenant household must be either a U.S. citizen or a permanent
resident alien. A valid social security card, proof of citizenship and/or
permanent residential alien status must be provided for all members of the
household.
B. Income Eligibility -For the purpose of this program, the tenant
households must be certified as income eligible as a lower and/or very-low
income household. The definition of a lower-income household is a Tenant
Household that has a gross annual income that does not exceed 80
percent of the Orange County median income, adjusted for household
size. A very-low income household is a tenant household that has a gross
annual income that does not exceed 50 percent of the Orange County
median income adjusted for household size. Income levels will be
established annually on October 1st, based on information provided by
the U.S. Department of Housing and Community Development as
amended annually, for the Authority.
In accordance with the Declaration of Conditions, Covenants and
Restrictions adopted by the Authority, by way of the former Community
Redevelopment Agency on August 16, 2005, four (4) of the housing units
shall be made available, rented and occupancy restricted to Lower
Income households at an affordable rent, and an additional twenty (20)
Page 2 of 12
housing units shall be made available, rented and occupancy restricted to
Very Low Income households at an affordable rent. Units occupied prior to
August 16, 2005, with gross annual household income exceeding the
lower-income household maximum, shall be eligible to remain in the
housing units provided their income does not exceed 80 percent of the
median income, adjusted for household size. The designation of particular
housing units as lower income units or very low income units shall be in
the sole discretion of the Authority. The unit sizes shall be rented to lower
and very-low income households as follows:
No. of Bedroom Very-Low Income Lower Income
3 2
2 14 4
1 4
C. Determination of Income -Gross annual income, includes all payments
from all sources that are anticipated to be received by all adult members
of the Tenant Household over the subsequent twelve (12) month period of
tenancy (Exhibit C of the Declaration of Conditions, Covenants and
Restrictions).
D. Household Priority -The program will assist income-eligible households
on the affordable housing rental subsidy waiting list according to the
following preferences.
• A household that is willing to take action to improve their
circumstances and works towards becoming self-sufficient within
three-to-five years.
• Current Little Hollywood Tenant in overcrowded unit with minor children.
• Current Little Hollywood Tenant in overcrowded unit without minor
children.
• Currently living or working in the City of San Juan Capistrano.
• A household that resides in an uninhabitable dwelling unit (as
determined by the City's Building Official pursuant to the provisions of
the Uniform Building Code), transitional dwelling unit, or an
overcrowded dwelling unit (as determined by Section IV -Household
Size of these regulations).
E. Alcoholic and/or Drug Abuse -No person or persons who is/are
abusing alcohol and/or using illegal drugs shall be eligible to participate in
the program. To determine if a household is abusing alcohol and/or using
illegal drugs, the Authority will conduct a background check and interview
each household during the screening process.
F. A tenant household can be rejected for a criminal history that includes
any illegal activity in violation of Federal, State, or local laws, including but
not limited to: physical/sexual abuse, sale or distribution of controlled
Page 3 of 12
substances, and any acts of violence that could affect the health, safety or
welfare of other residents.
IV. APPLICATION PROCESS
A. Initial application -Upon availability of a unit, staff will contact the
households on the waiting list in accordance with the criteria set forth in
Section II (D)(Household Priority) above. Staff will attempt to contact
the party by mail and by phone. If staff is unable to contact the interested
party after thirty (30) days, the name will be deleted from the waiting list.
When an interested party is contacted, they will have thirty (30) days from
receipt of the tenant application package to complete all documents and
submit all necessary information to the Authority. Failure to do so will result
in determining the applicant ineligible for the program.
Upon verification of all eligibility requirements, the tenant will be required to
sign the standard lease document and move-in within forty-five (45) days.
Failure to do so will result in determining the applicant ineligible for the
program.
B. Background Checks - A criminal record check will be required for each
adult household member prior to execution of a residential lease or at any
other time as deemed necessary at the Authority's discretion. An
application for tenant household can be rejected for a criminal history that
includes physical/sexual abuse, sale or distribution of controlled
substances, and any acts of violence that could affect the health, safety or
welfare of other residents.
C. Annual Re-certification -Each year on October 1st, each existing
tenant household will be required to complete the tenant application
package and submit it to the Authority no later than November 1st.
Authority staff will review the application and make a determination on
eligibility for the coming calendar year. Tenant households meeting the
eligibility requirements and interested in continuing in the program will be
required to execute their new lease no later than December 31st. Failure to
submit re-certification information by November 1st or execute a new lease
document by December 31st. will result in determining the tenant household
ineligible for the program.
If the Authority determines that a tenant household's income exceeds the
lower-income eligibility requirements, the household will be deemed
ineligible to continue in the program. Upon determination by the Authority
during this re-certification process that the household does not meet the
income requirement, any subsequent decrease in household income in
order to meet the income requirement will not change the Authority's
decision to require the tenant to vacate the unit. The Authority may
consider, at its discretion, any adjustments to the lease and/or rent
Page 4 of 12
payments during the year due to unforeseen circumstances.
Tenant households residing in the housing unit prior to adoption of these
revised guidelines on August 16, 2005, shall be allowed to exceed
the lower-income eligibility requirements provided their household income
does not exceed the low-income eligibility requirements. The Authority
shall provide 90 days notice to the tenant household in writing that the
tenant household has been deemed ineligible and shall be required to
move out of the unit. The Authority may, at its sole discretion, extend the
tenant's move-out deadline by an additional 60 days due to justifying
circumstances. The Authority will review a tenant household's income
once annually. If a tenant household's income decreases for whatever
reason after the date of the Authority's determination of ineligibility, the
original income certification will apply and the tenant household will be
required to vacate the unit.
V. HOUSEHOLD STATUS & SIZE
All members of the household must be U.S. citizens or permanent resident
aliens. Proof of citizenship or resident alien status will be required of all
household members.
The household size must comply with that approved in the residential lease.
The premises shall only be used as a residence by the lessees. Occupancy
shall be limited to those persons indicated in the residential lease, and no
additional occupants may reside at the premises without prior written consent of
the Authority. Any persons who desire to live in the unit, including new family
members by marriage, must apply through the resident selection process. If a
household size decreases to below the minimum number of people allowed,
the occupant shall be required to transfer to the next available unit for which they
qualify based upon their household size or move out of the unit. If no unit is
available in the little Hollywood Housing Development, the Authority may require
the household to move to another affordable unit elsewhere in the City or to
move out of the unit. If, during the year, the household size increases to above
the maximum number of people, the tenant household will not be eligible to be
certified in the following year.
The occupancy limits are outlined as follows:
Unit Size
# Of Bedrooms
0
1
2
3
Minimum
Number Of Persons
1
1
2
5
Page 5 of 12
Maximum
Number Of Persons
2
3
5
7
VI. MONTHLY RENTAL AMOUNT
The Monthly Rent payable by a Lower-Income Household shall not exceed one-
twelfth (1/12) of thirty percent (30%) of eighty percent (80%) of Orange
County median income, as determined by regulation of the State of California, for
a household size appropriate to the unit or the current market rent based upon
unit size in accordance with the Orange County Income and Rents limit issued
annually by the County of Orange, whichever is lower.
The Monthly Rent payable by a Very-Low Income Household shall not exceed
one-twelfth (1/12) of thirty percent (30%) of fifty percent (50%) of Orange
County median income, as determined by regulation of the State of California, for
a household size appropriate to the unit or the current market rent based upon
unit size in accordance with the Orange County Income and Rents limit issued
annually by the County of Orange, whichever is lower.
The Monthly Rent payable by a Extremely Very-Low Income Household shall not
exceed one-twelfth (1/12) of thirty percent (30%) of thirty percent (30%) of
Orange County median income, as determined by regulation of the State of
California, for a household size appropriate to the unit or the current market rent
based upon unit size in accordance with the Orange County Income and Rents
limit issued annually by the County of Orange, whichever is lower.
The maximum Monthly Rent chargeable for the Housing Units shall be annually
determined by the Authority in accordance with the foregoing requirements. If,
based upon an updated income certification, a tenant no longer qualifies as a
Very-Low Income Household, the Authority shall rent the next available Housing
Unit and any necessary Housing Units thereafter to a Very-Low Income
Household in accordance with the terms of the affordability covenant agreement.
In addition, except in the event of fraud or misrepresentation, no tenant shall be
denied continued occupancy in a Housing Unit solely because such tenant no
longer qualifies as a Very-Low Income Household because of an increase in
household income subsequent to such tenant's initial date of occupancy,
provided that the tenant qualifies as a Lower-Income Household as provided for
in Section Ill of these Guidelines.
Notwithstanding the foregoing, if a tenant's income exceeds the qualifying limits for
a Very-Low Income recertification, but qualifies as a Lower-Income Household,
the Authority may increase the monthly rent payable by such tenant in
accordance with the monthly rental amount for a Lower-Income Household.
Upon the vacation of the Housing Unit by such tenant, the Housing Unit shall be
rented to an Extremely Very-Low, Very-Low, or Lower-Income Household, in
accordance with the requirements of the Declaration of Conditions, Covenants
and Restrictions, adopted by the San Juan Capistrano Housing Authority, via the
former Community Redevelopment Agency on August 16, 2005.
Page 6 of 12
VII. CRITERIA FOR CONTINUED RESIDENCY
The San Juan Capistrano Housing Authority, at its sole discretion, may require
the tenant household to vacate the affordable housing units for any of the
following reasons:
A. The tenant household is no longer income eligible (i.e. income exceeds
80% of area median income adjusted for household size).
B. The tenant household fails to complete the re-certification process.
C. The tenant household has resided in the housing development for
three years and has made no progress towards increasing their income
and/or education. Participating eligible households that have complied with
the guidelines and operating procedures and performance standards set
forth in these guidelines may reside in the housing development for up to
three years, with the possibility of renewal for two additional one-year
leases. To qualify for renewal of up to two additional one year leases, the
tenant household must provide written documentation to the Authority staff
each year that they have made progress towards improving their financial
situation and/or education.
D. A tenant household has resided in the housing development for the
maximum of five years.
E. If it is determined by the Authority that any member of the tenant
household is:
i. Using the housing unit or any portion of the housing development for
the illegal sale or use of drugs and other controlled substances as
defined by Penal Code and the Health and Safety Codes of the State
of California.
ii. Arrested during the term of the lease for use, sale, distribution or
delivery of illegal drugs.
iii. Conducting any illegal activity in violation of Federal, State, or local
laws including but not limited to: physical/sexual abuse, sale or
distribution of controlled substances, and any acts of violence that
could affect the health, safety or welfare of other residents.
F. The tenant household fails to comply with the program guidelines
and operating procedures.
G. The tenant household fails to pay the monthly rent on time per the terms
of the residential lease.
Page 7 of 12
VIII. CRITERIA FOR TRANSFER TO ANOTHER UNIT
The San Juan Capistrano Housing Authority, at its sole discretion, may
require the tenant household to transfer into another affordable housing unit
within the Little Hollywood Housing Development or transfer to an affordable
unit located elsewhere in the City, for any of the following reasons:
A. If the Authority determines that a tenant household is no longer able
to provide day-to-day maintenance of the unit and/or to maintain the unit in
a clean, safe, sanitary and attractive condition, including landscaping.
B. If the tenant household size has decreased below the minimum number of
persons, the occupant shall be required to transfer to the next available unit
for which they qualify based upon their household size. If no unit is available
in the Little Hollywood Housing Development, the Authority may require the
household to move to another affordable unit elsewhere in the City or to
move out of the unit.
IX. TENANT RULES AND REGULATIONS
A. SUBLETTING OF HOUSING UNIT -Subletting of any Housing Unit by
the tenant household is prohibited and may result in eviction by the
Authority of the tenant household.
B. MAINTENANCE -Tenants are required to provide minor day-to-day
maintenance of their units. This includes but is not limited to minor
landscape maintenance, trash pickup, etc. Personal household items such
as furniture, appliances, etc. shall not be kept outside the dwelling and/or
within vision of other tenants so as to become an eyesore. These items are
to be kept in storage. Under no circumstances will tenant store or allow to be
stored any items within the common areas of the neighborhood.
C. MAINTENANCE OF COMMON AREAS -The Authority shall maintain
all common area landscaping.
D. STORAGE SHEDS & CARPORT STORAGE-Storage sheds & carport
storage will be used for storage of yard and personal items. Tenants will
not allow storage sheds to be used as living quarters. Tenants will observe
proper storage requirements for combustibles.
E. TRASH -Trash shall be disposed of in the containers provided by the
City's trash hauler. Tenants shall follow the guidelines provided by the
Authority for disposal of trash. Large items may be picked up by the City's
trash hauler with prior approval. Residents shall be provided with three
bins, black for general trash (non-recyclable), blue for recyclables and
green for green (plant) waste.
Page 8 of 12
F. AUTHORITY INSPECTION -Each tenant household shall be required to
allow access of their rental unit for monthly site inspections, or as deemed
necessary by the Authority or its designated consultant, to verify household
size, maintenance of the unit, and adherence to the program rules.
G. PARKING -Each household will have available parking for two vehicles
that must be in operating condition and have current registration and
insurance. Guests will park in the designated guest parking spaces. No
parking of any vehicle is allowed on the street or common areas. Guest
parking spaces shall not be used for vehicle repair. Driveways and parking
areas shall be kept free from debris and items that may be hazardous to
vehicular and pedestrian traffic. Each tenant will be issued two parking
permits for their permanent vehicles and one guest permit. Vehicles not
displaying parking permits on Authority property will be subject to tow, at
the vehicle owner's expense. In the event a tenant wishes to have a larger
gathering and use more than one guest space, the tenant must request
approval for the event seven days before the event and receive temporary
guest parking permits from the Authority or its agent in writing four days
before the event. Event guest parking permits must be visible on the
dashboard on the day of the event.
H. NUISANCES -No noxious or offensive activity (including but not limited
to the repair of motor vehicles) shall be carried on, in or at any housing unit
or within the housing development common areas. A tenant household
shall not do anything which may be or become an unreasonable annoyance
or a nuisance to any other tenants in the housing development. Without
limiting the generality of the foregoing provisions, no loud noises or noxious
odors, no exterior speakers, horns, whistles, bells or other sound devices,
noisy or smoky vehicles, large power equipment or large power tools,
unlicensed off-road motor vehicles or items which may unreasonably
interfere with television or radio reception of any tenant household in the
housing development, shall be located, used, or placed on any portion of the
housing development or exposed to the view of other tenant households
without the prior written approval of the Authority. The Authority shall have
the right to determine if any noise, odor, interference or activity producing
such noise, odor or interference constitutes a nuisance.
I. COURTESY TO OTHER RESIDENTS -Residents shall respect the
peace and privacy of others. Tenants shall not make nor permit any
disturbing noises. Any disturbances should be reported to Authority staff.
J. GUESTS -Occupants must receive prior written approval from the
Authority for guests staying over seven consecutive days within any 60-
day period. Occupancy by guests, including family members, staying over
seven consecutive days or for seven days within any 60-day period,
without prior approval of the Authority, will subject the tenant household to
Page 9 of 12
eviction. Situations where tenants wish for guests to stay over the
allowed seven days will be reviewed on a case by case basis, and will
require Authority approval a minimum of 14 days prior to a guest arriving.
K. PROGRAM PARTICIPATION -All tenant households shall be required
to participate in appropriate classes, workshops, and other activities as
assigned, at the discretion of the Authority.
L. PERFORMANCE STANDARDS -All tenant households shall be
evaluated monthly based upon the following performance standards:
i. Household size and occupancy must comply with that listed in the
lease agreement.
ii. Tenant household must maintain the housing unit in a satisfactory
and safe living environment.
iii. Tenant household must maintain the exterior and the interior of the
housing unit in a clean, sanitary, and attractive condition (including
landscaping).
iv. Tenant household must pay the rent on time per the terms in the
lease agreement.
v. Tenant household members must comply with the Little Hollywood
Affordable Rental Housing Program Guidelines and Operating
Procedures.
Unless exempted, all tenant households must comply with the following
additional performance standards:
i. All adult members of the household shall be employed or be a full-
time student, unless retired or physically unable to work.
ii. Tenant households shall be required to participate in a tenant
education program that will be provided by either the Authority or a
designated Authority or Consultant that includes the following:
a. Work with a case manager in preparing a monthly family budget
(to include all monthly income and expenses) with the goal of
saving 10 -30 percent of their net income each month in a
verifiable savings account;
b. Attend group sessions at a designated location in San Juan
Capistrano;
c. Attend individual counseling, if recommended (parent/marital,
Page 10 of 12
anger management, children and teen evaluations and tutorial
assistance);
d. Attend monthly meetings with an assigned case manager to
assess and evaluate the household's goals;
e. Complete required monthly paperwork (as assigned);
f. Work with case manager to prepare a goals sheet for each adult
in the household (as assigned);
g. Submit supporting documents for monthly budget report (i.e. proof
of income, pay stubs, child support documents, notice of action
forms, bills received/paid, merchandise and grocery receipts, etc.);
h. Agree to allow a monthly in-home visit by assigned case manager
or the Authority;
i. Attend workshops and classes, as assigned.
iii. Tenant households shall be required to perform 5 to 6 hours of
community service volunteer work monthly. Volunteer work shall be
coordinated by the Authority or the Authority's property management
company.
At the Authority's discretion, a tenant household's failure to meet the
performance standards may be grounds for termination of the lease.
M. PETS-Pets are not allowed on the premises. Exceptions can be made for
small animals, under five pounds, and service animals; however, the
Authority or its representatives must receive a written request for an
exception. A written approval or refusal will be returned to the tenant within
fourteen (14) days of the Authority receiving the exception request. A pet
agreement and fee may be required for the allowance of a pet.
X. GRANDFATHER CLAUSE
Tenant households with at least one member of the household 62 years of age
or older as of August 15, 2005, shall be exempted from the three-to-five year
term of residency requirement provided the tenants comply with all other
provisions contained in these guidelines.
XI. RIGHT TO AN INFORMAL HEARING PROCEDURE
Program participants may appeal a proposed program action that may have an
adverse effect upon them by submitting a written request for a hearing to the
Housing Authority. The written request shall include the participating tenant
household's objection, the name and relationship of all potential parties, a list of
Page 11 of 12
documents to be presented, and the tenant household's current address and
telephone number.
The San Juan Capistrano Housing Authority shall appoint a Hearing Officer.
Once a Hearing Officer is appointed, an informal hearing will be scheduled as
soon as possible. The informal hearing shall be conducted in English. Notice of
Informal Hearing will be issued at least ten days prior to the hearing date. The
participating tenant household may bring legal counsel and/or a translator at
participant's expense. The participating tenant household may bring person(s)
to testify and/or documents at the participant's expense. The participating tenant
households may review pertinent file documentation, as long as such
documentation does not infringe on any other party's rights.
Within ten business days following the informal hearing, the Hearing Officer's
official decision will be mailed to the tenant household. The Hearing Officer's
decision shall be final.
XII. EXCEPTIONS
No exceptions to these guidelines will be authorized without Housing
Authority approval.
XIII. ACKNOWLEDGMENT AND AGREEMENT
By signing below I acknowledge understanding of all the above program
guidelines and agree to participate within the Little Hollywood Rental
Assistance Program according to the above guidelines.
Household Name-Printed Date
Signature Date
Page 12 of 12
SCOPE OF WORK REQUIREMENTS FOR HOUSING CONSULTANT FOR
THE SAN JUAN CAPISTRANO HOUSING AUTHORITY (AUTHORITY)
The selected Housing Consultant is required to provide the following tasks and services.
1. PROGRAM APPLICATION PROCESSING
1.1 Review and screen the waiting-list applications for program eligibility.
1.2 Contact all waiting list applicants (currently 228 applicants) and provide the
following information:
a. Current program description and eligibility requirements.
b. Describe the waiting list process and provide the current anticipated
timeframe (3 to 5 years).
c. Provide the names, addresses, and contact numbers for alternative
housing programs and support service agencies that are located within
south Orange County; that are specific to the individual applicant
(household) needs.
d. Provide guidance and examples of cost saving measures specific to the
household needs (i.e. food pantries, social service agencies, active
rebates, etc.).
e. Update the applicant contact information for applicants in order to provide
future updates and housing support service recommendations as
household conditions change.
1.3 Update the waiting list with current information and status updates.
1.4 Determine appropriate household size for the available unit(s).
1.5 As units become available in the Little Hollywood neighborhood, the Housing
Consultant shall contact all waiting list applicants and obtain/complete the
following:
a. Copies of child custody and divorce documentation (if applicable).
b. Conduct an initial interview with households to review Program Guidelines
and to determine if they are qualified for the program based on the
following Program Guidelines:
i. U.S. Citizenship/Permanent Alien Resident Status.
ii. Evaluate the household income to determine projected rent.
iii. Household size.
iv. Household priority.
v. Initial household background check.
c. Complete in-depth reviews of waiting list applicant's household gross
incomes to determine final income level.
i. Credit reports.
ii. Bank savings and credit accounts for the past three months.
ATTACHMENT 3
Scope of Work Requirements
Little Hollywood & Rental Subsidy Programs 2 of 5 San Juan Capistrano Housing Authority
iii. Pay stubs for the past three months.
iv. Tax filings for the past three years.
v. Income to debt ratio
d. Complete in-depth criminal background check of household members to
determine if there is a history of alcohol/drug abuse, or criminal history.
e. Complete final interview with qualified households.
f. Calculate rents and security deposits for qualified households based on
household size, unit size, and household income.
g. Determine if a payment plan for security deposit payments is necessary,
and establish appropriate terms to be included in the lease agreement.
h. Meet with the Authority's Housing Coordinator to review the applicants
alignment with the Program Guidelines and finalize selected household
for available unit.
i. Meet with selected household to complete lease and sign the lease and
Program Guidelines.
j. Submit signed lease and guidelines to the Authority for final execution.
k. Obtain copy of driver license, auto registration, and auto insurance for
household drivers.
I. Complete household walk through, leasing checklist of rented conditions,
and provide household with key, parking pass, and guest pass.
2. CASE MANAGEMENT AND PROPERTY MANAGEMENT
2.1 Review and screen the waiting list-applications for program eligibility.
2.2 Perform weekly reviews of household budgets for irregular expenses and
council on appropriate and/or concerning spending.
2.3 Perform weekly meetings with the Neighborhood Watch captains regarding
matters of safety concerns and reports of criminal activity in the community.
2.4 Perform weekly inspections of neighborhood for maintenance concerns.
2.5 Perform monthly home visits to review all Little Hollywood and Rental
Subsidy Program household situations.
a. Review the household compliance with the Program Guidelines.
b. Verify monthly rent payment.
c. Inspect households for maintenance concerns.
d. Establish and evaluate goals and needs for each family member.
i. Educational and vocational
ii. Career
iii. Financial
iv. Personal
2.6 Provide twenty-four hour, seven-day a week contact service for tenant
Scope of Work Requirements
Little Hollywood & Rental Subsidy Programs 3 of 5 San Juan Capistrano Housing Authority
maintenance not identified at monthly inspections.
2.7 The consultant shall complete the following when maintenance concerns
arise:
a. Document all evidence of necessary maintenance through photos.
b. Receive three bids for all maintenance repairs from Authority approved
contractors.
c. Send all photo documentation of damage and bids to the Authority's
Housing Coordinator for approval.
d. Coordinate repairs with Authority approved contractors and tenants.
e. Document all evidence of repairs through photos and send all photo
documentation to the Authority's Housing Coordinator.
2.8 Scheduling monthly workshops on Friday nights for educational and growth
opportunities for all program participant's attendance (i.e. budget
management, credit oversight, first time homeownership opportunities, etc.).
Workshops are scheduled on Friday evenings due to household work and
school schedule and the Community Center's availability.
a. Schedule speakers.
b. Provide refreshments for all households.
c. Provide child care services with the following requirements:
i. CPR training.
ii. First Aid cards.
iii. Criminal background-check clearance.
2.9 Provide all Little Hollywood and Rental Subsidy tenants with counseling and
support services as needed. Support services shall be part of the Housing
Coordinator's budget and include but not be limited to:
Career Counseling
Child Care
Tutoring
Vocational Training
Credit Counseling
Employment Assistance
ESL Classes
Financial Evaluation
Goal Setting Plans
Health Education
Senior Services
Tax Preparation
Wellness Program
Legal Assistance
School Readiness
2.10 Provide twenty-four hour, seven-day a week contact service for Little
Hollywood and Rental Subsidy tenant counseling.
2.11 Annually re-certify all households.
a. Determine if household size is still appropriate the unit.
b. Complete in-depth reviews of household gross incomes to determine
current income level.
i. Credit reports
ii. Bank savings and credit accounts for the past three months
iii. Pay stubs for the past three months
iv. Tax filings for the past three years
Scope of Work Requirements
Little Hollywood & Rental Subsidy Programs 4 of 5 San Juan Capistrano Housing Authority
v. Income to debt ratio
c. Calculate change in rents (if any) for households based on household
size, unit size, and household income.
d. Review all household member goals and progress toward meeting short-
term and long-term goals.
e. Meet with the Authority's Housing Coordinator to finalize household
approval for re-certification for available unit.
f. Meet with selected household to complete lease and sign the lease and
Program Guidelines.
g. Submit signed lease and guidelines to the Authority for final execution.
2.12 Attending training and meetings as requested .
2.13 Provide the Authority with weekly updates regarding the program status.
a. Review household concerns and successes.
b. Review maintenance concerns and anticipated capital improvements.
c. Review expected vacancies.
d. Review activity of waiting lists.
2.14. Provide quarterly written reports to the Authority on all Little Hollywood and
Rental Subsidy household's progress in the program, including the following:
a. Status of rent payments. CurrenUiate and amount of late fees assessed.
b. Status of all adults' employment.
c. Status of all household members' education.
d. Status of support services used by the household.
e. Status of workshop attendance.
f. Status of home inspection.
g. Recommendations or comments on the household's progress (if
necessary).
2.15 Provide annual written reports to the Authority on the progress of the
households who have existed the program and maintained contact, including
the following:
a. Status of housing.
b. Status of all adults' employment.
c. Status of all household members' education.
d. Comments on the household's progress (if necessary).
2.16 Complete an exit interview and walk through of unit for each exiting
household.
a. Provide a list of any unit damage and procure bids to remedy.
b. Document all evidence of necessary repairs through photos.
c. Receive three bids for all repairs from Authority approved contractors.
d. Prior to the twenty-first day following the household's vacancy, provide
final letter by certified mail to exiting household of the itemized damage,
written estimate to repair damage, and total Security Deposit amount
Scope of Work Requirements
Little Hollywood & Rental Subsidy Programs 5 of 5 San Juan Capistrano Housing Authority
remaining to be reimbursed.
e. Provide the Authority with exit summary including:
i. Move-out inspection analysis,
ii. Bid estimate for repairs,
iii. Photo documentation of unit condition and repairs,
iv. Final letter sent to the household,
v. Security Deposit amount to be reimbursed,
vi. Household forwarding address.
2.17. Complete eviction procedures in accordance with State law if necessary.
3. RENTAL SUBSIDY PROGRAM
3.1 Make rent payments to Landlords by the first of each month. The Authority
will reimburse the Housing Consultant this expense with the Authority's
standard invoicing/payment process (every two weeks).
3.2 Act as liaison between tenant and independent Landlords for any
maintenance concerns and/or landlord tenant disputes.
3.3 Keep records of all household's progress, maintenance, and program
compliance.
3.4 Oversee the household's compliance with the Authority's Program
Guidelines.
a. Provide the Authority with written correspondence of any household that
is in violation of the Program Guidelines.
b. Attend meetings with tenant households and Authority representatives to
discuss violation and possible repercussions.
PERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made, entered into, and shall become effective this __ day
of , 2015, by and between the San Juan Capistrano Housing Authority (hereinafter
referred to as the "Authority") and (hereinafter referred to as the
"Consultant").
RECITALS:
WHEREAS, Authority desires to retain the services of Consultant regarding the
Authority's proposal to ; and
WHEREAS, Consultant is qualified by virtue of experience, training, education and
expertise to accomplish such services.
NOW, THEREFORE, Authority and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by the Consultant shall consist of those tasks as
set forth in Exhibit "A," attached and incorporated herein by reference. To the extent that
there are any conflicts between the provisions described in Exhibit "A" and those provisions
contained within this Agreement, the provisions in this Agreement shall control.
Section 2. Term .
[OPTION 1: ONGOING SERVICES, NO END DATE] This Agreement shall
commence on the effective date of this Agreement and services required hereunder shall
continue until notified that said services are no longer required, subject to 15 days notice of
termination.
[OPTION2: SPECIFIC TERM] This Agreement shall commence on the effective
date and shall terminate, and all services required hereunder shall be completed, no later
than ___ _
Section 3. Compensation.
3.1 Amount.
Total compensation for the services hereunder shall not exceed $ __
[either, total contract amount, or amount per month or per fiscal year; also specify whether
the total compensation includes expenses, etc.], [as set forth in Exhibit "B," attached and
incorporated herein by reference [if Consultant provides a cost proposal or rate schedule]].
1
ATTACHMENT 4
3.2 Method of Payment.
Subject to Section 3.1, Consultant shall submit monthly invoices based on
total services which have been satisfactorily completed for such monthly period. The
Authority will pay monthly progress payments based on approved invoices in accordance
with this Section.
3.3 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be made
available at reasonable times to the Authority. Invoices shall be addressed as provided for
in Section 16 below.
Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not an
agent or employee of the Authority, and shall obtain no rights to any benefits which accrue
to Agency's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for the Authority to enter into this
Agreement. Consultant shall not contract with any other entity to perform the services
required without written approval of the Authority. This Agreement may not be assigned,
voluntarily or by operation of law, without the prior written approval of the Authority. If
Consultant is permitted to subcontract any part of this Agreement by Authority, Consultant
shall be responsible to the Authority for the acts and omissions of its subcontractor as it is
for persons directly employed. Nothing contained in this Agreement shall create any
contractual relationships between any subcontractor and Authority. All persons engaged in
the work will be considered employees of Consultant. Authority will deal directly with and
will make all payments to Consultant.
Section 6. Changes to Scope of Work.
For extra work not part of this Agreement, a written authorization from Authority is
required prior to Consultant undertaking any extra work. In the event of a change in the
Scope of Work provided for in the contract documents as requested by the Authority, the
Parties hereto shall execute an addendum to this Agreement setting forth with particularity
all terms ofthe new agreement, including but not limited to any additional Consultant's fees.
Section 7. Familiarity with Work and/or Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated the
work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of
2
all conditions there; and (3) it understands the facilities, difficulties and restrictions of the
work to be performed under this Agreement. Should Consultant discover any latent or
unknown conditions materially differing from those inherent in the work or as represented
by Authority, it shall immediately inform the Authority of this and shall not proceed with
further work under this Agreement until written instructions are received from the Authority.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and regulations
of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the work, Consultant shall have delivered to Authority at least
one ( 1) copy of any final reports and/or notes or drawings containing Consultant's findings,
conclusions, and recommendations with any supporting documentation. All reports
submitted to the Authority shall be in reproducible format, or in the format otherwise
approved by the Authority in writing.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant in
connection with the performance of its services pursuant to this Agreement are confidential
to the extent permitted by law, and Consultant agrees that they shall not be made available
to any individual or organization without prior written consent of the Authority. All such
reports, information, data, and exhibits shall be the property of the Authority and shall be
delivered to the Authority upon demand without additional costs or expense to the
Authority. The Authority acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
To the fullest extent permitted by law, Consultant agrees to protect, defend, and hold
harmless the Authority and its elective and appointive boards, officers, agents, and
employees from any and all claims, liabilities, expenses, or damages of any nature,
3
including attorneys' fees, for injury or death of any person, or damages of any nature,
including interference with use of property, arising out of, or in any way connected with the
negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's
agents, officers, employees, subcontractors, or independent contractors hired by
Consultant in the performance of the Agreement. The only exception to Consultant's
responsibility to protect, defend, and hold harmless the Authority, is due to the negligence,
recklessness and/or wrongful conduct of the Authority, or any of its elective or appointive
boards, officers, agents, or employees.
This hold harmless agreement shall apply to all liability regardless of whether any
insurance policies are applicable. The policy limits do not act as a limitation upon the
amount of indemnification to be provided by Consultant.
Section 14. Insurance.
On or before beginning any of the services or work called for by any term of this
Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration
of the agreement, and provide proof thereof that is acceptable to the Authority, the
insurance specified below with insurers and under forms of insurance satisfactory in all
respects to the Authority. Consultant shall not allow any subcontractor to commence work
on any subcontract until all insurance required of the Consultant has also been obtained for
the subcontractor. Insurance required herein shall be provided by Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A-Class
VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive General Liability coverage in an amount not less than one
million dollars per occurrence ($1 ,000,000.00), combined single limit coverage for risks
associated with the work contemplated by this agreement. If a Commercial General
Liability Insurance form or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to the work to be performed under this
agreement or the general aggregate limit shall be at least twice the required occurrence
limit.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive Automobile Liability coverage, including owned , hired and non-
owned vehicles in an amount not less than one million dollars per occurrence
($1 ,000,000.00).
14.3 Workers' Compensation.
If Consultant intends to employ employees to perform services under this
4
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Workers' 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 naming Authority, its officers, employees, agents, and volunteers as
additional insured as respects each of the following: Liability arising out of activities
performed by or on behalf of Consultant, including the insured's general supervision of
Consultant; products and completed operations of Consultant; premises owned, occupied
or used by Consultant; or automobiles owned, leased, hired, or borrowed by Consultant.
The coverage shall contain no special limitations on the scope of protection afforded
Authority, its officers, employees, agents, or volunteers.
14.5 Errors and Omissions Coverage [FOR PROFESSIONS/WORK
EXCLUDED FROM GENERAL LIABILITY]
Throughout the term of this Agreement, Consultant shall maintain Errors and
Omissions Coverage (professional liability coverage) in an amount of not less than One
Million Dollars ($1 ,000,000). Prior to beginning any work under this Agreement, Consultant
shall submit an insurance certificate to the Authority's General Counsel for certification that
the insurance requirements of this Agreement have been satisfied.
14.6 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled, nor
the coverages reduced, until after thirty (30) days' written notice is given to Authority,
except that ten (1 0) days' notice shall be given if there is a cancellation due to failure to pay
a premium.
14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance provisions
have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
Authority has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement.
Section 15. Termination.
Authority shall have the right to terminate this Agreement without cause by giving
5
thirty (30) days' advance written notice of termination to Consultant.
In addition, this Agreement may be terminated by any party for cause by providing
ten ( 1 0) 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 Authority:
To Consultant:
San Juan Capistrano Housing Authority
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: __________ _
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and
necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration under
the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
Section 20. Counterparts and Facsimile signatures.
This Agreement may be executed by the Parties in counterparts, which counterparts
shall be construed together and have the same effect as if all the Parties had executed the
6
same instrument. Counterpart signatures may be transmitted by facsimile, email, or other
electronic means and have the same force and effect as if they were original signatures.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
SAN JUAN CAPISTRANO HOUSING AUTHORITY
By: ________________________ __
Kerry K. Ferguson, Chairperson
CONSULTANT
By: ________________________ __
ATTEST:
Maria Morris, Housing Authority Secretary
APPROVED AS TO FORM:
Jeff Ballinger, City Attorney
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July 06. 2015
City of San Juan Capistrano
Attn: Laura Stokes.
Housing Coordinator/Assistant Planner
Development Services Department
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Dear Laura.
MOM and ASSOCIATES
34231 Camino Capistrano
Capistrano Beach, CA 92624
(949) 588-2420
It is an honor to provide this letter in response to the San Juan Capistrano Housing Authority Request for Proposal
for the Little Hollywood and Rental Subsidy Program Administration and Property Management.
Since 2005, I have worked closely with the city staff, tenants. landlords and collaborative partners to provide
professional services and properly management for the Little Hollywood and Rental Subsidy programs.
The program's focus is to assist low income households and improve the quality of their lives as they work towards
achieving self-sufficiency and stabilization within three to five years.
Open lim:s of communication and resources are provided lo all individuals and families who apply to the SJC
Housing Authority Program. Many families remain on the waiting list for 2-3 years; therefore, a case manager is
available to offer continued guidance. support service referrals and receive updates on the households as their
circumslances change.
A family must meet all the requirements outlined in the SJC Housing Authority Program Guidelines to be accepted
into the program. Once a family is accepted. goals are set and measured weekly. monthly. quarterly and annually.
Families are also fortified with wrap around supporl services that emphasize the importance of healthy
communication and relationships. positive parenting skills. ;~dvanced education. career development and household
finances.
In the following pages, the scope of work is dcfmed and includes the general methodology and approach of the
program. Several references are included in addition to family testimonials which give insight into their life's
journey prior to entering the program and humbling references as to how they have benefitted from the housing
program and support services.
The attached proposal is agreed to and is valid for at least a 90-calendar day period and MDM and Associates is
amenable to all provisions in the standard San Juan Capistrano Housing Authority Personal Services Agreement.
Sincerely;.
c ~10.-i-14--u -t/vL& il-~J-d -rL
Margare/ ~nj
President
MDM and Associatt:s
ATTACHMENT 3
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 programs include:
• Budget Preparation and Review-weekly, monthly, quarterly, annual re-certification
• Career Counseling-College Counseling-Grants, Scholarship Opportunities
• Case Management-weekly, monthly, quarterly and annual evaluations
• Childcare: during workshops, school preparedness, after school and summer programs
• Computer training and tutorial programs for-students and adults
• Counseling, support groups, individual and family therapy
parenting skills, anger management and developing healthy relationships
• Credit Counseling, debt consolidation, first time homebuyer preparedness
• Employment assistance, skills assessment, resume development, career clothing
• ESL classes
• Family resource services
• Financial evaluation and credit monitoring
• First Time Homebuyer preparation and support services
• Goal setting, short term, interim, long term -professional, personal, financial
• Health education programs, first aid, CPR, disaster preparedness
• Legal assistance and mediation services
• Nutritional evaluations and community food distribution programs
• School readiness
• Senior service programs, nutrition, counseling, legal, professional services, transport,
elder abuse and identity theft prevention, in-home healthcare, hospice and care plan
review with family
• Tax preparation
• Tutorial programs for children and adults
• Vocational services, program review and counseling
• Volunteering, community, school and nonprofits
• W ellness Programs -nutrition, exercise and stress reduction
• Workshops -monthly
Specific programs are designed to assist and meet the individual needs of each household who are at
or below the federal povertv guidelines. The support services target the most urgent needs of the
residents while preserving their dignity and encouraging self-sufficiency.
The projection is that affordable housing in conjunction with support services provides a positive
environment for successful outcomes that benefit the families in the program and the communities
where they live. The program is focused on families who desire to achieve self-sufficiency within
three to five years.
An outcome study completed in April. 2015. realized a 91% success rate for the program. These
families successfully left the San Juan Capistrano Housing Authority program with stabilized housing
and credit. advanced vocationaJ training and certifications and/ or a college education. increasing the
household income. maintaining full time employment; and over 38% of the families fulfilled their
long term goal to be a first time home owner.
1
Case Management:
Case Management meetings are scheduled monthly and reviewed with an assessment team.
The purpose of these meetings is to assess the needs and monitor the progress within each
household. The case management team reviews the income to debt ratios with the head/s of
each household and assists them in preparing a realistic budget, savings and employment
development plan. The goal is to increase the level of household income and savings in a
concerted effort to improve their financial stability as they work towards self-sufficiency. In
addition to the monthly meetings a detailed eight page excel budget is prepared by the
household and reviewed by the case management team to insure that financial goals are set
and met. Financial advisors assist with debt consolidation and credit monitoring.
An assessment is also made on the utilization of workshops, academic or vocational
counseling, individual and family counseling, goals, monitoring of college classes and/or
vocational training enrollments and a review of the children/teen or adult needs for tutorial
assistance. Encouragement, support and focus lead to successful outcomes.
Community outreach is provided by the families through their 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.
Prospective candidates on the waiting list are contacted on a quarterly basis to update their
information and evaluate their future program eligibility. A family accepted into the program
meets with a designated case manager to review and sign a lease agreement and program
guidelines. Current residents are recertified annually and sign a lease agreement and program
guidelines on or before the first day of each year.
Weekly, monthly and quarterly reports are submitted to the city. These reports contain an
evaluation of the resident's compliance with the established program guidelines, support
services utilized and a detailed accounting of the financial activities related to the program.
Program review:
• The resident agrees to pay the rent before the 1 01h day of each month
• A late fee of $50.00 is due if rent is paid after the 101h day of each month
• The resident agrees to work with the case manager in preparing a weekly and
monthly budget with the goal of saving 10 -20% of their net income each month in a
verifiable savings or retirement account.
• Families accepted into the program agree to maintain full time employment and
attend class part time or attend college/vocational training full time and work part
time.
2
• Attendance at the monthly group sessions -workshops
• Adults living in the household agree to volunteer 6 hours a month in the community
• Attend individual counseling if it is recommended (parent/marital, anger
management, children and teen evaluations, tutorial assistance, senior services,
independent living skills training, vocational and rehabilitation services) various
counselors provide services to the families, seniors and individuals with disabilities
and select counselors are bi-lingual.
• Attend monthly meetings with a case manager, academic advisor, and/or financial
advisor for additional sessions needed to assess and evaluate academic and financial
goals, life skills, debt resolution, credit monitoring
• Complete monthly paperwork (due on the first of each month) that includes:
1. Goal Sheet for each adult and teen in the household
2. Budget Report prepared weekly/monthly for each family (outlines all monthly
income and expenses)
3. Submit supporting documents for the budget sheet. Proof of rent payment,
household income, pay stubs, child support, bank statements, Notice of Action
forms, etc.
4. Account for all expenses -
Monthly bills received and paid, groceries receipts, restaurants, school functions,
books, class registration, school and athletic expenses, gas, auto repairs, car
registration, auto insurance, department stores, 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
Monthly rent payments are to be paid either by online banking automatic bill pay, mailing a
check or personally delivering a check or money order to the San Juan Capistrano Housing
Authority.
Rent is considered late if payment is not received by the lOth of each month. A $50.00 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 confirming that the rent, late fee or Security Deposit,
if applicable, was paid.
3
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.
A collaborative team of associates provide professional and clinical services focused on
breaking the cycle of poverty through education, financial literacy and wrap around services
that increases the potential for each family member to be successful, self-sufficient and a
positive role models within the community.
Affordable housing is a necessity in Orange County. The rising cost of housing is a major
contributor to the continuing increase of the homeless population in local communities. Yet,
affordable housing alone is not sufficient.
Studies show that counseling, case management and vital support services are essential
components in the development of an individual's maximum potential and their ability to
achieve self-sufficiency. Support programs are strengthened and positive outcomes result
when local collaborative and professional relationships are developed within the community
it serves.
The program developed in 2005, for the San Juan Capistrano Housing Authority provides
support services and subsidized rent for families accepted into the program. The goal is to
offer hope with a positive direction and to help open the doors of opportunity. This approach
gradually reduces the levels of fear, stress and anxiety and presents a way for a family to
realize and identify with success. Even small victories fortify and strengthen a person.
Courage and strength helps in taking the next step -to move forward and overcome the past.
The attached testimonials were recently provided by 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. Their histories are varied and
yet each one humbly illustrates a challenging journey. However, it also illustrates their
determination to discover a new direction not only for their family but for future generations.
They become vested in the process and determined to break the chain of abuse, abandonment
and poverty -both now and into the future.
The families in this program are focused and want to make a positive difference within their
family and within the community as well!
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 -
most important -be willing to work towards improving their household income and strive
toward achieving self-sufficiency.
The families in the San Juan Capistrano Housing Authority programs currently meet the city
requirements and are re-evaluated at the beginning of their annual contract agreement. Local
churches, schools, community organizations and/or social service agencies, may also refer
future applicants to the city for this program, thereby, strengthening the collaborative
partnership agreements for vital program services.
The guidelines for the housing assistance program encourage open lines of communication.
The mutual goal is to meet the needs of each household and achieve a broader impact on the
success rate of the residents involved in the program by offering support services and
resources.
Intake Process:
1. A potential client calls the city of San Juan Capistrano for housing assistance.
The housing coordinator provides a waiting list application, and explains the criteria
necessary in order to qualify for the program.
2. The prospective resident is asked to complete a housing application when a unit becomes
available. The head(s) of the household meet with the program manager for an initial
interview when a unit becomes available.
3. If the applicant appears to be a good match for the program and a unit is available,
another interview is scheduled. The purpose for this interview is twofold. First, the
applicant learns more about the program to 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 tum in a DMV report, credit report, copies of each household
member's social security cards, copy of birth certificates, copies of three recent check
stubs, employment verification, two-three reference letters and agree to a criminal
background check and drug screening.
5. The program manager confers with the city and within a week and a half, the applicant is
notified as to whether or not they are accepted.
6. Once the home is ready for the new resident/s, they are given the program guidelines and
agreement to read and sign. The new tenant signs the lease, security deposit/s required and the
rent is collected and the keys are given for the home and mailbox. The program manager
conducts a walk-through of the home with the tenant and then the tenant signs the inspection
report.
5
Program Management, Case Management and Counseling Team:
The program manager, counselors and collaborative partners assist the families in the housing
program by providing support and guidance. 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 program manager helps the residents stay focused on their goals and monitors the
compliance with the program guidelines and support service and volunteer commitments.
Frequently parent(s) need assistance with credit repair and /or legal aid and all residents need
guidance in establishing and managing a monthly budget. The program manager assists each
client with an individualized plan to reach his or her ultimate goal of self-sufficiency. The amount
and type of needed assistance will depend on the individual client.
The program manager and case management team also act as a liaison between the 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 program manager completes a unit
inspection report when making the monthly in-home visits. This report describes the home's
condition and the need for maintenance or repairs. Like any home, the residence may be
cluttered at times; however, families are encouraged to keep it clean, safe, and to provide a
healthy living condition for the household environment and family's stability.
Neighborhood Watch
The Little Hollywood community has an active Neighborhood Watch Program. Neighborhood
Watch meetings are scheduled weekly with property management and Neighborhood Watch
Captains. Reports of suspicious activities or crimes are discussed with the tenants in an ongoing
effort to educate the community on safety and to reduce crime in the area.
Neighborhood Watch signs are posted within the community. A parking sticker is provided for
each vehicle registered to a tenant identified on the lease along with one Guest Parking Hanger
per household. Parking controls have reduced the incidence of crime from surrounding areas
using the community as a drop off and pick up area for illegal drug trafficking.
Scheduled workshops provide education on the crime prevention programs in the community.
Presentations are scheduled with Celina Corley, Crime Prevention Specialist with Orange
County Sheriff Department -San Juan Capistrano Police Services and the discussions include
Home Security, Vehicle Security, Vacation Security, and contacting the Orange County Sheriffs
Department when a suspicious activity or crime is witnessed.
Information packets provide each household with important safety information, Home Security
Checklist and important contact numbers.
6
Length of Stay:
Tenants are Re-certified Annually-(Refer to Program Guidelines)
Each tenant will sign a lease, and case management/support services agreement. The city can
present a 30-day notice to end the lease agreement, and case management and support services if
the resident is not complying with the guidelines of the program.
The program provides each household with the opportunity to save up to 10 -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.
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.
Providing the necessarv tools withi11 a positive environment can raise ala individual's self-
esteem and improve their potential for success as thev continue to work towards achieving
self-sufficiency.
7
Contract recommendations:
1. MDM and Associates to provide strategic planning, direction and collaborative program
development for improved support services to the resident/tenants living in the San Juan
Capistrano Housing Authority program. The expanded support services are to benefit
families, seniors and individuals with disabilities.
2. MDM and Associates agrees to provide property management, attend scheduled
meetings, review all housing applications and provide the city with monthly statements
for all costs related to program services and operations. In addition, weekly, monthly
and quarterly reports will provide an overview of the professional and support services
provided and individual case management assessments that track the progress and
program compliance for each adult resident in the program.
3. The City of San Juan Capistrano is to provide MDM and Associates with a list of
approved vendors for repairs and maintenance. Maintenance and repairs are to be on a
separate budget. MDM and Associates will secure three bids for repair, take photos
before and after the repair and notify the city of the anticipated revision of approved
repairs. In the event of an emergency repair, the city will be notified by email and
voicemail with a follow-up call and provided with an estimated cost for the repairs.
5. MDM and Associates will submit a monthly invoice for client support
services, case management, program support services and property
management as specified in the fee schedule and/or contract.
Projected Outcomes, Goals and Benefits:
(I) That all residents in this program will be strengthened through their case management,
life skills training, budgeting, counseling, workshops, job development and family support
services to achieve the goal of self-sufficiency
(2) That able working adults will secure and retain permanent full time employment and
increase their future employment opportunities by furthering either vocational
training or college education
(3) That savings accumulated while in the Housing Program will provide a financial
"Reserve "for future housing and emergencies
(4) That upon exiting the program resident/s secure and maintain permanent housing
(5) That the adults living in the household will continue to provide volunteer services
within their community.
8
Collaborative Partnerships
MDM and Associates, in partnership with the following collaborative partners, agree to
provide comprehensive support services and programs to the households in the
San Juan Capistrano Housing Authority.
Boys & Girls Club of Capistrano Valley
James E. Littlejohn
Executive Director
One via Positiva
San Juan Capistrano, CA 92675
Program Highlights and Benefits of the Boys and Girls Club:
Developing character and leadership, education and career development, sports and
physical fitness programs, art expression and appreciation, encouraging healthy and a
positive behaviors and competence in young children and teens
Empowers youth to support and influence their club and community, by sustaining
meaningful relationships with others, developing a positive self-image, and sharing in the
democratic process by participating in various leadership roles. Strengthening awareness
and acceptance of cultural identities
Assists children and young adults by encouraging them to become proficient in basic
educational disciplines, setting personal goals and developing core competencies to live
successfully as self-sufficient adults
Community Health and Enrichment Collaborative Partners
Employment Development Programs
Career Development Counselors, Education and Scholarship Advisors
Health Insurance and Health Education
Parenting Education & School Advocacy Programs
Family Counseling and Teen 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, including a formalized
transition plan into the kindergarten program, services for children with disabilities, parent
education classes, comprehensive health, nutrition and social services.
South County Senior Services
Age Well, Council on Aging, In-home Support Services and Advocacy Programs
San Juan Capistrano, CA 92675
Various Support Services are provided to seniors in the community that include:
Legal assistance, Counseling, Tax preparation, Insurance policy review and advocacy,
meals served at the senior center, meals on wheels delivered to the home, transportation
services, physical fitness classes, computer classes, driver safety programs, , immunizations,
, medical screenings, social clubs, gatherings and excursions.
NeighborWorks-Orange County
First Time Homebuyer s and down payment assistance programs provide buyer education,
and realtor assistance with loans designed for Low-to Moderate Income Households.
10
Additional community support service partners include:
Big Brothers -Big Sisters
Boy Scouts
B.R.E.A.T.H. Wellness Foundation
Camino Health Center
Catholic Charities of Orange County
Computer Learning Centers
Consumer Credit Counseling
Family Assistance Ministries
Family Counseling-contract services for individual needs of the household
Girl Scouts
Head Start
Home Aid
Illumination Foundation
Legal Aid and contracted attorneys based on family requirements
Meals on Wheels
Mission Basilica
Mission Hospital
Mission Hospital Thrift Store
NAMI
OCTA
Red Cross-CPR Training and First Aid
Regional Occupational Center (ROP)
South County Outreach
Schools on Wheels and School readiness programs
St. Vincent de Paul
The Rotary Club
Union Bank of California
Volunteers of America
Wells Fargo Community Partners
W ellness Foundation
Women Helping Women
Working Wardrobes
WIC
* Additional collaborative agencies and professional services are selected based on the
family's need.
11
MDM and Associates
Program and Property Management
~argaret~cClean
Case Management Advisors
Lorraine E, Fox, Ph.D.
Susan ~ehta, ~.A., B.A., CIP, Certified Intervention Specialist
Counselors
Holly A. Plummer, LMFT Lie# 34017
Ann Friedman, L~FT Lie# 39893
Desiree Delagarza, Psy.D Lie# 19575
Paul Gillane, L~FT Lie.# 19525
Wellness
Virginia Schoenfeld, Ph.D.
Finance
Suellen Rowe
Brian Bates, CPA
Computer Program Development
Janet Bearden
Computer Instruction and Employment Development
Larry Gates
Insurance Providers:
Hartford Insurance -on file with the city clerk
AAA Insurance -on file with the city clerk
12
Tenant Year Number in Program Credit Eviction Market First Time Education/ Career Children planning
Name Program Household Duration Rating rate Homebuyer at program exit to attend
Exit houslna at Voutlon College ....,..,, ot
Pro&nwn eJdt Program Exit achieved
Hileman, 1 2015• 1 adult, 3 children 5 years EKcellent --Yes•in escrow A-A./ Accounting Finance 3
Gorder, 2 2015° 1 adult, 2 children 4 years EKcellent --Yes• in escrow Master's Degree Counselor-to 2
Counselor Special Needs
Students & Families
Crouse,3 2015· 1 adult, 1 children 4 years Good --Qualifying for A.A./Goal B A. Restaurant Mgmt. 1
FTHB
Ayala,4 2015• 1 adult, 4 children 5 years Good Yes -Medical Tech. Emergency Rm. Tech 4
Kelsey,S 2014 1 adult, 2 children 5 years Good Yes -1-B,S./Nursing R.N. -ICU 2
Duarte C-A,6 2014 2 adults, 1 child 4 years Good -Yes -1-B.A./1-A.A. Business/P.T. 1
Dena,7 2014 1 adult, 4 children 3 years EKcellent --Yes 1-B.S.-R.N. Registered Nurse 4
Mendoza,B 2014 1 adult, 6 children 5 years EKcellent --Yes Z-B.S. & 4-B.A. Pharmacist/law 6
Mendez,~g 2014 1 adult, 1 child 1 year EKcellent -Yes 1 adult -R.N.-ICU Registered Nurse 1
Bair-10 2014 2 adults, 1 child. 3 years Good -yes -1 adult-in college Corporate Security 1
Brown-11 2014 1 adult, 3 children 5 years Good -ves 1 adult-B.A. Marketing 2
Garcia-12 2014 1 adult, 1 child 3 years EKcellent -yes -1 adult -in college Corporate Mgmt. 1
Randall-13 2014 1 adult, 1 child 1 year Good -yes -1 adult-in college Corporate Sales -
Metldel,A, 14 2014 1 adult, 1 child 5 years Excellent -Yes 1 adult-Trade cert Management 1
VerKuilen~JS 2013 1 adult, 1 child 3 years Good -yes ladult-Trade Cert Cosmetology/Hair 1
Babb-16 2013 1 adult. 1 child 4 years EKcellent --Yes 1 adult -A .A. Escrow Officer-Mgr. 1
Eddy-17 2013 1 adult 3 years Fair -yes -1 adult-Trade Cert Auto Industry -
Hlgh--18 2013 1 adult, 1 child 3 years Fair -yes -1 adult -In college Office M_&r. Law Firm 1
Schand.-19 2012 1 adult, 2 children 3 years Excellent . -Yes 1 adult-B.A. Medical 2
Moreno-20 2012 1 adult, 2 children 2 years Fair -ves 1 adult -A.A. Early Childhood Ed. 2
Smith,21 2012 1 adult, 1 child 1 year Poor Yes --1 adultTrade Cert Floral Designer 1
Boyd-22 2012 1 adult. 1 child 4 years Fair -yes -1 adult-Trade Cert. Senior Activities Dir. 1
Duarte-23 2012 1 adult, 1 child 4 years Excellent --Yes 1 adult-B.A. Teacher 1
Eastvold-24 2011 1 adult. 2 children 2 years Fair -yes -1 adult, Trade Cert Restaurant Mgmt. 2
Pedraza-25 2011 1 adult, 3 children 2 years Excellent --Yes 1 adult-B.A. Medical Office Mgr. 3
Prlce-26 2011 1 adult, 2 children 4 years Good -yes -1 adult-A.A. Insurance-Self Emp. 2
Sottosanti-27 2011 1 adult, 2 children 4 years Good -yes -1 adult Trade Cert. Dental Office Mgr. 1
Staben-28 2011 1 adult, 1 child 5 years E~cellent -
Vidal-29 2011 1 adult, 2 children 5 years Good -
Ayala-30 2010 1 adult, 3 children 5 years Good -
Barrera-31 2010 1 adult, 3 children 2 years E~cellent
Camou-32 2010 1 adult, 1 child 4 years Good -
Johnson-33 2010 1 adult, 1 child 4 years E~cellent -
Martine.z-34 2010 2 adults, 4 children 5 years Excellent
Torres-35 2010 1 adult, 3 children 2 years E~cellent -
Uribe-36 2010 1 adult, 1 child 5 years Fair -
Garcia-37 2009 1 adult. 2 children 5 years Excellent -
Mendez-38 2009 1 adult, 3 children 5 years E~cellent -
Cordes-39 2009 1 adult, 2 children 3 years Good -
Winship-40 2009 1 adult, 2 children 5 years Excellent -
Elliott-41 2008 1 adult, 2 children 3 years Good -
Hawk-42 2008 1 adult 5 years Excellent
Smith-43 2008 2 adults,3 children 5 years Fair
Avila-44 2007 1 adult 2 years Fair Yes
Banda-45 2007 1 adult, 3 children 2 years Poor Yes
Reynolds-46 2007 1 adult 5 years Excellent
Households Evictions Evictions
Program Exit Tenants
In Program
Prior to
2005
46 2 1
yes -
yes
yes
Yes
yes -
yes
Yes
Yes
yes -Yes
-Yes
Yes --Yes
Yes --Yes
Yes -
Yes --
Yes -
Market Rate
Housing
26-MRH 17 -FTHB
1 adult-A.A. Early Childhood Ed. 1
1 adult Trade Cert Cosmetology
2 adults Trade Cert Hotel Industry 3
1 adult-B.A. Senior Care Mgmt. 3
1 adult-A.A. Accounting Asst. 1
1 adult Trade Cert. Early Childhood Ed. 1
2 adults Trade Cert Self Employed 4
1 adult-A.A. Office Manager 3
Disabled
1 adult-A.A. Insurance Manager 2
1 adult Trade Cert Self Employed 3
1 adult-A.A. Office Manager
1 adult-A.A. Med. Billing Auditor 2
1 adult-B.A. Teacher 2
1 adult Trade Cert Self Employed
1 adult Trade Cert. Restaurant Server -
1 adult-B.A. Theme Park .
1 adult-GED Unemployed --Retired
• Households moving out of program in 2015 -4
Current Households in Little Hollywood -24
Projected New Households in 2015 -4
Current Households in Rental Subsidy-
200S-2015 Program to Date-Families Served-70
,A_ hb /.':.., k Work1ng Togerner for St"ong communit1es' ·· Ne1g orWor s•
June 15, 1015
RE: MOM & Associates
34131 camino capistrano, Suite 106
capistrano Beach, CA 92&24
To Whom It May Concern:
(JIIA'<C£ I.OIHITY
It is with great pleasure that I provide a letter of recommendation for MOM and Associates. Since 2011,
direct services have been provided to MOM & Associates categorized under financial capability;
primarily providing financial literacy workshops.
Within the four-years of collaborati~ direct services dmtinue under financial capabHity; however,
since 2013, direct services have expanded with financial coachinc and horne ownership at
Nel&hborWorb Orange County (NWOC). A non-profit orpnkation providinc service In Orange County
since 1977 with a mission to strengthen communities and enhance the quality of ftfe of residents by
Promotinc housi111 opportunities, financial responslbiBty, and civic enpcement.
Participants from MDM and Associates have excelled In the IDEA Program as they are following a
rtcorous budget, have opened a savlnp account (many are dose to saving $5,000 toward a down
payment to a horne) and are offered financial coaching.
I may also Include, MDM and Associates has been paramount to the services offered to their
participants. Participants successfuly achieve short, mid, and lone-term financial coals with the hoHstic
approach and key services comprised of basic needs, health, alone with a financial well-belftl. NWOC
is pleased to continue the partnership with MDM and Associates with successful outcomes to share In
the near future as we continue to strencthen our partnership and collaboration In South County.
Respectfully, , i?~u t; · -------
Sahara ~cia
Education and Training Manager
128 E. Katella Ave. Suite 200
Oranp, CA 92867
satwnz?nwPC.m
714.408.9333
128 E. Katella Ave., Suite 200, Orange, CA 92867 I (714) 490-1250 I F: (714) 490-1263 I www.nwoc.org
June 17, 2015
To Whom It May Concern,
John Meadors
3800 West Ave J-13
Lancaster, California 93536
Since March 29, 2008, l have rented a home to 3 successive tenants who have received
subsidized rent through the City of San Juan Capistrano. Margaret McClean and
MOM Associates have facilitated this process with the city and tenants.
Margaret McClean and MDM Associates have assisted all the tenants and I with the
property and program management. I have asked MDM and Associates to continue to
manage the property once the current program ends on or before 20 16.
Margaret McClean and MDM Associates have been very helpful. They have ensured that
I receive the rent on time and that the transition between tenants is seamless.
Margaret cares about the tenants, and assists them in fmding stable, affordable housing in
order to help them succeed in life. The input from Margaret McClean and
MDM Associates has benefited both the tenants and myself and has contributed to the
success of these subsidized rental programs.
It has been and is a pleasure to work with Margaret McClean and MDM Associates.
June 18, 2015
Mm·garet McClean
MDM and Associates
P.O. Box 2041
Mission Viejo, CA 92690
Dear Ms. McClean:
Stacey Kennedy
2256 Uliha Street, #B
Honolulu, HI 96817
(808)489-5787
I have been a part of the SJC Housing Authority Program for over four years now. From
a landlord's pe1'8pective, this program has provided me with a secure, long tetm lease
agreement, payment of rent on a timely basis, as well as knowing that my property is
being observed by Ms. McClean on a regular basis. On a personal basis, I feel honored to
be able to provide a safe and habitable home for the family that is in my home.
After learning more about the program, I was very impressed with what the program
offered to the families, which included goal planning, financial planning and budgeting,
establishing a savings plan, educational plan, training and employment development to
secure better career paths, family counseling to address issues, and much more.
I would highly recommend programs such as these continue to be funded as they bring
benefits to everyone Wld every family in the community.
Sincerely,
Hi my name is Rafael Koe Siaosigarcia, I have been in the San Juan Hosing program for the last 4
years and have two boys ages 19 and 16. I would like to share my experience while in the San Juan
Capistrano housing program, along with my background, progress and future goals. Hopefully this will
give you some insight into the families that are in or are in need of this service that you provide here in
the city for families.
I am originally from Los Angeles. never met my father or mother, I was left at the hospital by my
parents right after 1 was born. Until this day I couldn't give you a reason as to why my parents left me
at the hospital but I like to think they were not unable to care for an infant and felt I would have a better
chance of surviving at the hospital. My early memories are living with an aunt from my mother's side
of the family who made it a point every day to show and tell my brother and I how much she did not
want us at her home. My brother who was five years older would always challenge and argue with my
aunt due to the daily verbal. mental and physical abuse we endured -he decided to run away at the age
of 12. At first I was too scared to run away with my brother but l was left alone and th.: abuse became
unbearable so I felt it would be better to live in the streets then at my aunts home.
At the age of8 I was living on the streeta, eating out oftrash cans and sleeping in abandon
buildings or homes with my 1 3 year old brother. My aunt never bothered to go out looking for us or
report us as run a ways to the police. My brother would force me to attend school daily so I would have
something to eat and be somewhere safe. While I attended school my bother would be out committing
crimes to support us and would pick me up from the after school program. We lived like this for two
years until one day my brother did not pick me up from the after school program and I had to figure
how to survive alone for the first time.
It was a new school year and l was still trying to survive by myself out on the streets as best as I
could but one of the consequences is the lack of personal hygiene, every day I would go to the school
early in the morning to give myself a bird bath. I was always made fun of in school and would always
end up in several fights because of my personal hygiene. One day before my tenth birthday I went to
school as usual and was using the restroom when four kids came inside of the restroom attempting to
throw me outside with my pants down. I really lost it; I would not stop fighting even when the teacher's
or staff was attempting to break us up. I continued to fight with the police and I was arrested for
assault. Once it was determined I was homeless I was sent to juvenile hall. On my tenth birthday I was
sentenced to serve one year in a boot camp but due to fighting and assaulting the staff in camp I was
sent to the California Youth Authority.
So only twelve years old I found myself at the California Youth Authority reception center very scared
and in a small room waiting to be assigned to a unit. Several of the counselors carne in to yell at me in
the waiting room but one counselor took me to the cafeteria, got me something to eat and actually took
the time to talked to me. He introduced me to his aunt Vilma Siaosi who from day one treated me like I
was her son. She really made me think about the future; from that point on I stopped the negative
activity and completed my ninety days observation without any problems. I was sent back to boot camp
because now I was more manageable, then to closed placement because I had nowhere else to go and I
remained in placement until I was able to be emancipated at the age of sixteen -but the most important
thing to me was that I finally had a mom, Vilma Siaosi.
At sixteen I graduated from high school, enrolled at University of California Los Angeles, had a
small apartment and a good job on campus. So everything was going well for me at this point, I was
even spending time with my brother on the weekends. In October of 1991, my brother's friend
informed me that my brother was shot in a drive by and was dead. I was alone again, wanting to die, I
quit school, my job and lost my apartment. I remember being giving a gun one day after my brother's
funeral and I was told where the guy that shot my brother lived. I just couldn't deal with anything and
instead decided to run away and join the US Navy. I was in the Navy for three years and after my
enlistment was over I returned to California. worked several odd jobs construction, maintenance man of
an apartment building, catching shoplifters at retail stores.
At the last retail store that I worked at I met my children's mother. and things were good for about
five years. We had two boys and I was working two jobs to support our family. My children's mother
was a stay home mother and going to school, when she found out her childhood friend was out of jail
she started to go out with her and then she stopped coming home. At that point I knew I was going to
raise my two boys by myself, I was determined to do anything to prevent them from experiencing
anything that I went through and to make sure they had a better childhood. Living in Los Angeles as a
single parent of two boys, working two jobs to support us I knew I needed to change our environment
so that my boys could be successful. We moved to Buena Park, for three years we lived in Buena Park
while I was still was working two jobs and my boys made friends in the community. While at one of
my jobs I was injured and needed surgery to repair my ankle. Due to the ankle injury, not being able to
work we lost our apartment but we were accepted into a Transitional Housing Program. After
completion of that program we were accepted into the San Juan Capistrano Housing program and my
boys continue to thrive by being in a safer environment.
The reason I feel it is important to share my background is because like myself I have seen several
families that do not have the resources of family to fall back on when a negative situation comes up.
This program has given our family stability and a chance for us to be successful in life, I made a
commitment to my boys to provide a better life for them then I had and with this program I have been
able to keep that commitment. For that I am thankful every day, my oldest son will be graduating from
Mission Viejo High School on June 23, 2015. and my youngest son is on track to graduate in two years
this is something I couldn't have imagined without this programs support with tutoring and counseling
for my sons. Due to this program and the guidance provided by the counselors and the program
director, Margaret McClean, my sons are respectful, responsible, and have sense of community. This is
something I never felt anywhere before. To see my sons take the necessary steps to express how they
have set goals to better themselves by attending school daily, researching colleges and always offering
to help anyone they see that is in need of assistance makes me very proud to be their father.
While being in the San Juan Capistrano I have been able to work, save money. take care of my
medical issues, attend school to complete my Bachelor of Arts in Psychology and attend my boys extra
circular activities. My oldest son has a partial football scholarship offer to University of Oregon and
Iowa State. My youngest son is currently being recruited by several colleges for their wrestling
program and is on track to place in his weight class in the county and state. I will complete my
Bachelor of Arts in Psychology by the end of winter of this year, 2015. I will continue my education
and attend Ryokan College in July.2016, and will enroll in a three year Master/Doctoral program to
become a licensed psychologist.
l would like to take this time to thank you for reading my testimony and [ hope this provides you
with some insight into the families that this program services. I hope this program continues to provide
services to future families in need. This program not only provides housing but a chance for families to
thrive and be successful. I thank the City of San Juan Capistrano and Margaret McClean for giving us
the tools to achieve our current and future success.
April 20, 2015
San Juan Capistrano Housing Authority
To Whom It May Concern:
Growing up, I was raised in a happy healthy home with two parents, a brother and all the friends you
could ask for! We were raised to be kind, and treat others the way you want to be treated. We lived a
simple life and above all, knew we were loved. So imagine my shock and dismay when I realized I
married a man who was physically and mentally abusive. After years of going through the cycle of
violence (something I never heard of at this point), I knew the time had finally come to exit the
marriage.
I will never forget that dreadful, scary day leaving everything I knew for the past ten years and
following a police car to Human Options, a shelter for victims of domestic violence. That day we left
everything behind but I was ready to start a new life. I knew the environment I was raising my children
in wasn't healthy. I didn't know how I was going to be able to afford food, clothing, housing, insurance
childcare, or any of the amenities we needed but I knew a drastic decision needed to be made.
Through housing referrals, I contacted Margaret McClean who referred me to a transitional housing
program until San Juan Capistrano had an opening.
The San Juan Capistrano Housing Program provided the time needed to see a renewed purpose and
provide me with the steps to recover. My children and I have a safe place to live and I am able to
continue my college education. In December 2015, I will graduate with a BA in Science emphasizing on
Speech Pathology and Health. While in this program I have improved my credit, increased my savings,
and established a career with growth potential following the completion of my degree. I am saving
money and plan to be a first time home buyer within the next two years.
Counseling has provided the opportunity to release stress from prior violence while I was married.
now align with healthy behaviors for the family and any future relationship. As a family we avoid
negative coping strategies such as alcohol or drugs and have learned to practice constructive coping
strategies such as good nutrition habits, exercise, adequate sleep, hobbies, and taking time to relax. Our
family game night may get a little competitive but it's all in good fun!
Most importantly, my children are thriving in school and at one point or another have made the
Principal honor role. They also pride themselves in receiving perfect attendance certificates throughout
the year. My children have goals focused on education and becoming productive citizens of their
community. They participate in sports and have healthy friendships. Providing them with a stable
environment has helped shaped them into who they are.
I remember a story once told about a student who had trouble in math. The student proudly turned
in assignments that had been worked on so vigorously night after night, only to have them returned
with poor grades. The answers were correct so the student confronted the instructor. The instructor
explained that the answers were correct but the student didn't show any work, the student didn't reveal
to him the process in which to find the answers. However, the student exclaimed that it wasn't fair, the
answers were in fact correct, wasn't that the point? The professor explained that getting the correct
answers is not the point, getting the right results doesn't necessarily mean that you Ul)derstood the
process.
I share this story because I realize now that the same principal can be applied to life. Sometimes I
find myself going to and fro looking for what I consider to be the right result, but I've not stopped to
consider the process. Many times as long as I get what looks like the right answer, I didn't care about
the process by which it came. However, problems in life, much like problems in math are meant to
increase you; increase your knowledge, understanding, & wisdom. These things make you better.
This program is about the process. learning step by step through workshops, the process of
budgeting, saving, becoming a first time home buyer, Virginia's stress management & wellness
guidance, nutrition, credit repair, getting an education, resume' writing and many more. In life I know 1
will not always get what I want. However, if not for the window of time that is offered through
programs like this, I would not be able to accomplish goals such as these.
This is hard work. Sometimes I feel pain, sometimes even shame. It's not always easy. I may have
to work and rework my approach to it, but it is necessary. My children & I have come a long way since
living in a domestic violence shelter. The real deal about my life has been the transformation, becoming
more of who I was meant to be so that I can recognize and fulfill my purpose. Right now I am in the
midst of a process; and I am thankful for the people that are helping me through.
The City of San Juan Capistrano and Margaret McClean's continued support, positive direction and
leadership has given many families the chance to participate in the process of growing and I for one look
forward to the future so we may continue flourishing and accomplish our goals.
Respectfully,
Paula Darden
April 20, 2015
Margaret McClean.
MDM & Associates
P.O. Box 2041
Mission Viejo. CA 92690
Dear Ms. Margaret:
Shamia L. Douglas
3 1668 Ramos Way
San Juan Capistrano, CA 92675
shamiadouglas94@gmail.com
I am writing this letter to formally tell you what a blessing you have been to me, from the first
day I met you. I can clearly remember the day I sat down and completed the Little Hollywood
Affordable Housing Program application about three and a half years ago. At that point in my
life. I was living in a one bedroom apartment with my 2 year old daughter; paying $1100.00 a
month rent. Lnjust a few months. my lease was ending and my rent was going up a $100.00.
Though I had a stable job, I had to rely on credit cards in order to pay my utility bills, car
insurance. gas, food, and any medical expenses. I was Jjving beyond paycheck to paycheck; I
was in a Jinancial hole that was only getting larger and larger. I knew r definitely would not be
able to pay the new rent amount. I had asked several relatives if my daughter, Leila. and I could
sleep on their couch until I found a place to live. Unfortunately, none of my relatives were in a
place to help me and I knew we would basically be homeless in a few months.
Again, as I sat and completed "The Little Hollywood" application J prayed and ask God to lead
me and place me where He would have me go. Once you received my application and called me
to ask if I could attend one of the Workshops that evening, I had a glimmer of hope that a
blessing may be coming my way. I remember the workshop being about stress and how to
manage it. I \vas so taken by how you ended the 'Norkshop after the guest speaker on such an
inspirational note. I remember thinking you must have a psychology degree, because you were
so caring and uplifting. As I write this now, I cannot help but get a lump in my throat and tears
begin to well up in my eyes. After the meeting, you spoke with me in length and said that you
did in fact have an opening, but needed to double check some things. During our conversation.
you were made aware of my finances in more detail and then offered me $60.00 for gas out of
your own purse! I WILL NEVER EVER FORGET HOW LOVED AND CARED FOR I FELT
AT THAT MOMENT!!!
During these past three and a half years Ms. Margaret, you have done more than just help me
budget monthly, negotiate payment plans for my creditors, provide academic planning, provide
support services for my mental and physical well-being, and evening road mapping my goals tor
success.
Shamia L. Douglas
31668 Ramos Way
San Juan Capistrano, CA 92675
shamiadouglas94@gmail.com
Ms. Margaret, you have been a true "Guardian Angel'' seeing me through my life's current
journey. You have been "my advocate" when I needed support and encouragement. You have
truly made "The Little Hollywood Affordable Housing Program" be more than just a housing
program assisting families in need. Without your guidance, leadership, knowledge, and most of
all your sincere love and passion for what you do for each and every family you meet in the
program; I do not know if I would have reached most of my goals I had so desperately been
trying to achieve.
As you know, I have cleared more than half my credit card debt of over $12,500.00; I became an
accredited La Leche League (LLL) Leader of South Orange County in December 2013; I have
finally and successfully completed the pre-requisites for the Nursing Program and am awaiting
my acceptance letter at the end ofMay 2015; I actually have a real household savings account
that I can tum to for those unforeseen emergencies; I received my first raise in December 2014
from my employer in over 8 years: and r have opened a Whole Life Insurance Policy for Leila
and Life Insurance Policy for myself. And in addition to all my wonderful achievements, I can
sincerely say I was truly blessed that day I met you! I prayed that God would send me where he
wanted me to be and it was in "your caring and loving arms" that Leila and I have been blessed
to be! I love you, Ms. Margaret!
Sincerely,
cc: Kerry K. Ferguson, Chair
cc: John M. Perry, Vice-Chair
cc: Sam Allevato. Board Member
cc: Pam Patterson, Esq., Board Member
cc: Derek Reeve, Board Member
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, Ca 92675
April24,2015
To Whom It May Concern:
My name is Raisa Ramos-Rodriguez. For over nine years my family and I were on the immigration
waiting list in Cuba and five years ago our family legally entered into United States of America.
Some months later, my husband and I along with our two daughters applied for the San Juan
Capistrano Housing Program.
While on the waiting list for the program, we were living in very overcrowded conditions. The first
year, we all lived in one room while sharing the house with two other families. We saved for deposits
needed to rent an apartment and then our family leased a one-bedroom apartment for eighteen
months.
As fast as we could, my husband and I enrolled in ESL classes at Saddleback Community College.
It was very difficult for us to afford the books for additional classes because of our high rent payment;
but we continued to save and step by step, we have improved our English Skills.
When we entered this program, it was like a miracle because we began a new stage in our life in this
wonderful country. Our family began to see the possibility of reaching the American dream. Within the
two years and five months that we have been in this program, our daughters improved their grades
and are on the Superintendent and Principal Honor Roll at their High School. They are also very
involved in the school activities, Student Government, and Athletics. Lacrosse is their favorite sport
and they both plan to attend a four year college.
When we first entered the program we did not have a car. After saving for one year we purchased
our first used car. This transportation makes it easier for my husband and I to work and attend
college. I received an Office and Computer Skills Award from Saddleback College and I completed
the studies and received a H & R Block California Income Tax Certificate, a Notary Public
commission in (2014), and a Certificate of Achievement in Administrative Assistant (2014). At this
moment, I'm taking Accounting Classes with the goal to pass the CPA exam within the next two
years. I think these credentials will provide future opportunities to increase the household income and
therefore improve our standard of living. We do our budget every week and have good credit.
I cannot finish this letter before giving thanks to the San Juan Capistrano Housing Authority,
especially to Laura Stokes for her help. On the other hand, I want to give a BIG THANK YOU to
Margaret McClean, the person that inspires and helps me and my family to get all these
achievements. I don't have enough words to express how I appreciate her help and advice; she truly
helps each member of our family. Thank you very much Margaret.
Sincerely,
Raisa Ramos-Rodriguez
26510 Mission St, San Juan Capistrano, 92675
April 24, 2015
Dear San Juan Capistrano Housing Authority,
We are very blessed and grateful for the Little Hollywood Housing program. Before we were a part of
the program our family was on the verge of losing everything and not being able to afford the housing
that we were in. It has been a struggle since the day we got married. On the day of our wedding,
April 5, 2003, Alexis's father had a heart attack and died on the dance floor at our wedding reception.
Alexis is an only child and had a hard time dealing with her loss. It was also hard on Andrew. Shortly
after we were married, Andrew started going into a depression seeing his wife so overwhelmed.
Alexis was going to school to get a M.A. in Counseling, Psychology Department at Chapman University,
and Andrew was going to school for a B.A. in Sociology at Vanguard University. Unfortunately, Alexis
was unable to continue her Master's program due to getting a C+ in one of her courses-due to her
grieving. She took a year off and graduated with all A's and B's from National University and received
the counselor of the year award for the internship that she completed during graduate school. Both of
us graduated with our degrees.
Unfortunately, Andrew's depression has made it difficult for him to maintain employment and Alexis
had to take all the responsibility onto her shoulders. In 2008, Alexis was blessed to have her dream job
which was working for Social Services, but due to the fall of the economy during her employment with
Social Services she was laid off. Andrew started working and we were expecting our son, Dominic who
we named after Alexis's dad. Alexis was three months pregnant with our son and had a hard time
finding work. Shortly after our son was born, Andrew lost his job too.
In 2010, when our son was 12 months old, Alexis found employment and has been working for the
Orange County Sheriffs Department since August, 2010. Alexis feels blessed to have her job and she
has been employed for the last 5 years. It is a great job with a retirement plan and benefits for both
Alexis and our son, who is now 5 years old. We were having financial difficulties due to the bills that
accumulated during the periods of unemployment. We were unable to pay for rent, bills, and buy
groceries. Alexis's income alone was the only family income. We had to file for bankruptcy.
Our family has been so blessed to be in the Little Hollywood Housing Program. We thank you
tremendously. Because of the housing program, we have been able to afford rent, bills, and buy healthy
food to eat. live within a set budget, opened a savings account and are re-establishing our credit. We
set short term, interim and long terms plans with the guidance ofthe program, counselors and
Margaret.
We are in our second year living in the Little Hollywood Housing Program and have been able to reunite
our family under one roof. Andrew continues to work on his depression with a counselor.
Our son has been diagnosed with ADHD. Alexis, being on her own with our son who has ADHD, this past
year has been very stressful and challenging. Now that our family is once again reunited, we are
attending family and marriage counseling and are enrolled in parenting classes. We want to be a
positive role model and have healthy parenting skills as we raise our son.
With the support and assistance received by Margaret McClean we are focused on our family, financial
and career goals. We are moving forward in a positive direction. Alexis's internship is in place and she
this is an important step following her MAin Psychology. She will be working with parents of children
with ADHD.
We have been budgeting and able to deposit money into savings each moth. It has been so long since
we have been able to save money and it feels great. The Little Hollywood Housing program has helped
us to feel more confident and has built up our self-esteem. We now feel, that we can take care of our
son and not have to worry. We are a team and enjoy volunteering at Dominic's school and community
activities I
Although, we still five paycheck to paycheck it is manageable with budgeting. We have also benefited
from the workshops and home visits with Margaret. We don't have a strong family support system and
are grateful for all that the program and Margaret have done for our family. Being a part of the housing
program, our goal is to continue to work on anxiety and stress management, as well as work together so
we can be the best parents that we can be to our son, Dominic. We are also, going to continue working
on our career goals and continue to save money. Someday we would like to purchase a home for our
family and for Ale)(is's mom to move back from Portugal to live with us.
With the housing program and Margaret's guidance, we can now see that it is possible and have better
careers, improved credit, and a plan to have a future that is balanced with joy and stability. Again, we
would like to thank Margaret and the San Juan Capistrano Housing Authority for the Little Hollywood
Housing program. We are sincerely grateful and feel blessed from the bottom of our hearts. Thank you
for this wonderful opportunity.
Sincerely,
Andrew and Alexis
April 27, 2~15
San Juan Capistrano Housing Authorit)
To Whom It May Concern.
I am writing this letter to respectfully offer my testimony of how the San Juan Capistrano
Housing program has not only changed me and my family's lite. but also has prepared us to become
better citizens for society.
As a consequence of growing in an environment of extreme misery. negligence, and domestic
violence, I had many emotional, financial and social problems. Therefore. as a young adult, I continued
the vicious cycle of domestic violence and married an abusive man. Fortunately, on 2009, I had the
strength to break the cycle by going to a domestic violence shelter, seeking a better future for my
children. After several months of Jiving in transitional programs, 1 was accepted into this wonderful
housing program that completely changed my and my children's lives in many aspects.
When 1 entered this program. my immigration status was barely being resolved, my English
skills were very basic, my financial situation was very bad, my credit was barely being stablished, my
education level completed was aGED. my emotional state was causing me severe depression and
anxiety episodes. and worse of all, my children were suffering all the distress of homelessness and
living with an emotionally ill mother. However. this program gave me the structure and support to
overcome all this obstacles.
The guidance offered by Margaret McClean has been the fatmdation for my improvement. Her
strong planning skills, her careful selection of educational workshops. and more importantly her
unconditional support and willingness to share her life wisdom during our home visits have helped me
to acquire the necessary life skills that growing in chaotic situation prevented me from developing.
As soon as I started this program, Margaret and I made a complete financial, educational, and
living plan. The first year, I worked intensely to save money to go back to schooL since I had to
improve my financial situation, and T did not qualify to pay the resident school tuition yet. We also
made a plan to build my credit. and set an educational goal. By the second year, my savings allowed
me to reduce my working hours and go back to school full-time. I attended English classes for one year.
and my English improvement earned me the opportunity to work as an English tutor at the college.
Moreover, I am currently completing the prerequisites for the nursing program with 3.8 GPA. ln
addition, I have completed two additional certifications in Emergency Medical Technician and Ta.'<
preparation, as well as several courses related to community emergency services. Furthermore, I have
accumulated a credit score of 800 points, and I have consistently followed an emotional healing process
that has freed me from depression and anxiety. More importantly, I have been able to offer a safe and
stable home for my children, which has allowed them to live a better childhood than mine and to excel
in school. which will make them productive members of society.
There is no words to express my gratitude for this program and its wonderful housing consultant.
Margaret McClean, without whom this program would have not changed my and my children's life as
significantly as it has.
Please do not hesitate to contact me for further information and or questions you may have.
Sincerely,
Reina Belinda Orozco Pacheco
26610 Mission St.
San Juan Capistrano, CA 92675
949) 566-7886
orozco _ belinda@yahoo.com
April 27, 2015
To whom it may concern,
I would like to take a moment of your time to speak on behalf of Margaret McClean and the Little
Hollywood San Juan Capistrano Affordable Housing Program. I have always been employed, paid taxes, enrolled in
classes (occasionally due to long work hours and frequent relocations), raised my two wonderful young men
(sons), and volunteered in my communities. Due to frequent moves, my two sons have been ef1rolled in multiple
school districts and schools within various boundaries of our many relocations. Moreover, after approximately
fifteen or more years of being a single parent, I married a person for less than eighteen months that became
hostile, angry, abusive, controlling, and dangerous for my two sons (my youngest in particular) and myself to
remain, therefore I was able to obtain a divorce. At that time, we found a local library, used their free/public
internet service and searched for shelters (which unfortunately would not allow my two sons because they were
adolescent males), and fortunately was able to apply for San Juan Affordable Housing waiting list.
Margaret McClean taught my two sons and I how to both manage and live within a small budget. She has
been an ongoing mentor, role model, source of support and encouragement, life coach, teacher, advocate, advisor,
intercessor, nurturer, and instructor. Margaret continues to be instrumental in assisting families who struggle to
improve their lives and make a difference in the lives of their families and communities. With focus on saving.
credit and education I now have a credit score of 816, and will be a first time home buyer this year. In May, 2015,
I graduate with a MAED with an emphasis in school counseling from Concordia University, Irvine.
I currently work with students at San Clemente High School who have disabilities and my goal is to be a school
counselor for families of children with disabilities.
My family is forever grateful for all of the time, diligence, patience, and caring that Margaret has graciously
offered as a launching pad to a better world.
Kindly,
Mitzi Gorder
April 27, 2015
T~ whom it may concern,
My family and I have lived in the Uttle HollYWood community for a few years now and our time
here will come to a dose sooner than later. This program that we have lived In Is an absolutelY fantastic
program. It has only impac;ted our lives in the most positive of ways. If it weren't for this program, the
help and support of our community members, and the guidance of Margaret McClean, my family would
not be able to consider becoming homeowners. This program kept us on track toward leaving the life of
apartment renting and toward equity.
All the best,
Sebastian Gorder
April 27, 2015
To Whom It May Concern,
The little Hollywood Community has significantly impacted our personal lives and livelihood in
an entirely positive manner. Thanks to countless workshops hosted by the program director Margaret
McClean, we have broadened our collective knowledge on saving money, clear budgeting, planning for
home buying, and good credit behavior. Armed with this knowledge, our family has managed to save in
preparation for payment of the down payment on a low income affordable small home or
condominium. The beneficial contributions of the program haven't been solely saving money, however.
Thanks to monthly meetings with Mrs. McClean, we have set and accomplished clear goals in our
education and work lives. I (Christian Hennessy) have found and kept employment for the last 2 years at
a local restaurant; and additionally have been able to go to school full time and achieve my A.A. degree
before transferring to Cal-State University Fullerton, where I will soon graduate with a B.A. in
psychology. This has all been made possible, of course, by the stability and support provided by Mrs.
McClean and the Little Hollywood community that she facilitates so effectively.
Best Regards,
Christian Hennessy
April27, 2015
Attn: City of San Juan Capistrano Housing Authority
RE: Naphtali LeBlanc & Hailey Peterson-Current Little Hollywood Program Residents
Dear City of San Juan Capistrano Housing Authority:
This letter is to express our utmost gratitude for the assistance of the Little Hollywood
Affordable Housing Program and for Margaret McClean.
My name is Naphtali LeBlanc and my daughter Hailey Peterson and I have been residents of the
Little Hollywood Affordable Housing Program since March of2013.
Prior to March of 20 I 3 I remained on the application waiting list for almost two years. During
this period of time Margaret McClean answered and accepted all of my calls and voicemails
expressing the difficulties and hardships Twas enduring as a single parent prior to this program.
Margaret would take my calls regardless of the day or hour and listen intently trying to otTer help
and resources before I was ever accepted into this program.
When I received a call from Margaret expressing that there was going to be an opening available
my heart was already filled with joy. [ have been a single mom since 2006 and my daughter
Hailey is now almost 10 years old. She was only a mere 8 months old when I became a single
parent. Hailey's father is a struggling alcoholic and has been in and out of jail over the last four
years due to alcoholism (DUI's) and domestic violence. During the time that I lived with her
father I too was a victim of domestic violence.
My life had changed dramatically when I made the decision for us to move out from his home. I
was almost half-way completed with my education and stopped attending school when I had my
daughter. I ended up defaulting on all my student loans and was no longer eligible for financial
aid, grants or loans towards school to finish my education. I used the little bit of credit I had to
pay for groceries, diapers, formula etc. and within a few months time after we moved from his
home all my credit cards were maxed out.
By 2008; the little bit of credit I had established was ruined and I was in collections with all my
credit cards including collections for my student loans. In 2009; I was laid off and my daughter
was then diagnosed with severe asthma. For the last 6 years my daughter Hailey has had health
issues all related to her asthma and allergies. Life just became more complicated due her medical
issues and when I received the call at the end of2012 from Margaret McClean to be considered
for this housing program. I was very hopeful that this was a long overdue answer to my prayers.
From: raquel
Date:04/27 /2015 12:54 PM (GMT-08:00)
To: margaret_mcclean@msn.com
Subject: SAN JUAN CAPISTRANO HOUSING PROGRAM
Dear San Juan Capistrano Housing Authority,
After the community workshop this Friday, I had to reach out and tell you how much gratitude I feel.
This program, with Margaret's guidance has saved my life. I was given the opportunity to move into our
house on 2/15/13.
I was a victim of domestic violence and as a child was a survivor of sexual and physical abuse. Now I am
the single mother of two little boys 3 and 5.
In 2011, my husband and I lost a business, a home, and all faith. Throughout these years we started
bouncing from rental to rental never being able to make ends meet. It was a challenge because we were
faced with losing everything and nowhere to go.
One of the houses we rented in San Juan Capistrano during this period became infested with scabies,
and we went to the city to see if there was anything we could do. That is when I met Laura Stokes who
told me about the program and advised there was a waiting list but to get in touch with Margaret
McClean. We filled out all of the paperwork and I prayed. At the time we were so unstable, and I stayed
calm because I started to believe. Once I was on the waiting list Margaret began to give me direction.
She told me I needed to find a job, and that I needed to go to a credit counselor, and that I needed to
stay in touch. Just knowing someone cared made me want to do more and be more. Any time I had a
question I would call and she would answer. I managed to get a job and stay there for a year, it was a
struggle to pay the rent $1500.00 per month and for a while we made it work. All of the stress and the
loss really impacted the marriage, not to mention the addition of another child. That was then.
In January 2013, we found out our landlord wanted to move back to their apartment and we were facing
homelessness again. All of our money was going to rent and bills and we had no money for a deposit
and no idea what we were going to do. I will never forget the day Margaret called us to tell me that we
had a place in the program. We had Hope again. We moved in February, 2013. Then my husband left in
March, 2013, but Margaret provided calm and sound advice along with counseling services, parenting
classes, PEP classes on domestic violence and legal referrals. She always took my calls and assisted me
with numerous issues, restraining orders and support services.
This program is amazing because it is a hand up, not a hand out. In the past 2 years I have worked very
hard. I have listened and followed the supportive advice and direction every step ofthe way. I started
out in the program making minimum wage. I am now making $17.50 per hour. I am healthier and have
lost 60 lbs. We are doing great because of the positive encouragement and education on self-reliance,
finances, budgeting, goal setting and we learn so much at our workshops. The benefits of working with
goals are that I can now see a brighter future for me and my children.
When I came into the program I had no car, I saved and slowly within 6 months purchased a used car
with many miles on it, but it got me to work and back. This month, after saving and improving my credit,
I purchased a very reasonable newer but used car that is electric. I am saving a great deal of money from
not having a car that had poor gas mileage and several repair bills. I now have a secured credit card and
am pursuing a real-estate career. The monthly house visits keep me grounded and focused. I am excited
for what is to come, and how I can give back.
I will never be able to erase the past, yet because of the support of this program, I will not re-create it
for my children. The abusive cycles of my past do not have to repeat themselves. Thank you Margaret
for giving me support, strength, goals and hope. Thank you for opening my eyes to a world I did not
know existed and thank you for guiding me, until I learned how to love myself.
All Good Things,
Raquel 0 .
May 30,2015
Dear San Juan Capistrano Housing Authority;
I contacted the San Juan Housing Authority in search of atTordable housing in November of 20 II. I was
referred immediately to Margaret McClean who listened to my plight and provided me with daily
assistance and guidance. Within a period of 6 weeks, 1 lost contact with my husband who had handled all
of the financial operations of our family and llost my home in foreclosure. I had absolutely nowhere to
live with my 4 children. While family offered their homes, I would have had to split up my children with
various family members and uproot them completely from their schools, activities and social lives. To me
that was not an ideal option because l needed to maintain some sort of stability for my children. They had
already lost their access to their dad and their home. We needed to be together as a family in one
household. Unfortunately, Margaret could not offer me immediate placement in the Little Hollywood
program, however she met with me as soon as possible. She referred me to a short term transitional
housing program. She supported me through the entire intake process. Within weeks I found myself in a
program that offered me essential life skills that assisted me greatly. During my nine month stay in that
program l maintained contact with Margaret and eventually I was accepted into the Little Hollywood
program.
My children and I have been a part of the Little Hollywood program since December of2012. During my
two and a half years in the program my family has received support in a number of ways.
Monthly Workshops educate me in Budgeting, Financial Planning, Home Buying Assistance Programs,
Wellness. CPR Certification and a variety of services available to me and my children.
Health and Wellness Support has provided me with financial assistance to allow my son to attend a
YMCA camp and 511' Grade Science Camp. It has also provided me with assistance in paying for much
needed medication when insurance would nol pay. There was even a time last winter when l was very
sick with the flu. ( was unable to get out to buy medication and food. Margaret showed up at 8:30 at night
with every1hing we needed to get us through my downtime as provider and caregiver to my children.
Educational Assistance has provided me with ·'loans" to help me register for classes needed to obtain a
very important authorization I need to grow professionally and financially. I pay the loan back with
reimbursement from my employer once I have completed classes. This has helped me immensely by
enabling me to fultill my educational requirement while my credit is repaired.
Counseling has been a core component in my growth throughout my entire time in the program. When I
arrived here, I had counseling provided for me and the children by another community program. When
that came to an end I continued in a self-help program. As time moved forward, l found myself in need of
counseling for myself. The program is currently providing the means to make my counseling possible.
Since my arrival in December of 2012, I secured full-time teaching position that provides for the financial
support of my children. I no longer require the assistance of welfare and food stamps. I have grown
e.xponentially in my career. I have grown and continue to grow in educational technology. l have attended
a number of workshops and seminars pertaining to the needs ofm)' school and my needs as a second
language teacher. This summer J will attend two week long workshops to be trained as an International
Baccalaureate teacher and an Advanced Placement Spanish teacher. These things have happened while
maintaining enrollment in the UCLA English Language Development Authorization program.
My four children are good citizens and hard-working students. They all participate in community service
and volunteer roles. My oldest is a tutor for Schools on Wbeels. She has now completed three years of
college, with the most recent semester completed in Spain. She is a director of student ambassadors on
her college campus and this summer she will complete a highly coveted I 0 week internship in her field of
study in Florida. My second daughter has spent three years as a volunteer at the Ocean Institute in Dana
Point. She works regularly as a nannie and for the YMCS. ln addition she served as a leader in the youth
group at our church. She will graduate from high school in three weeks and attend California State
University at San Marcos this fall. My third daughter has also volunteered at the Ocean Institute, works as
a nannie and is also very active in our church youth group. She is a sophomore in high school and will
complete her first AP class this year. She carries a rigorous academic work load and is planning to attend
a tour year university when she graduates. My youngest child, my son. is only eleven. He is in advanced
math classes and talks about college already. He attends the YMCA before and after school and will
hopefully attend another camp this summer. He plays baseball and has a strong desire to play football in
the near future.
I share this information with you because the program that San Juan Housing Authority provides the
community has helped me more than I could have ever imagined possible. Life, as I had knew it for over
twenty years, fell apart filur years ago. I had no idea who to tum to because I had never been in any type
of situation close to what I was going duough. I was a mom, with an education, but with a career that I
had put on hold to raise my family. Circumstances unfolded that J did not understand and really wanted to
avoid. For the sake of my children I reached out to anyone and everyone to keep us together. I am so very
grateful that Margaret was on the other end of the phone the day I called her. She and the program have
been a life raft. In spite of financial and emotional hurdles, my children and l are thriving. It is my sincere
hope that I will be able to finish my time remaining time in the program. [ plan to exit the program with
an ability to support my family and with my children knowing that we can accomplish our dreams with
hard work and self-determination.
Natalie Crouse
Jtme 15. 2015
S.IC Housing Authorily Testimonial
My daughter and I have both benefited tremendously from the program and I have
learned and gained so much financially, educationally, and personally. It is a lifetime experience
that I will always remember and be grateful for.
When I came into the program, I had no credit whatsoever. I learned through the
workshops offered how important credit is and why it is needed. I was taught how to get credit
by applying for a secured credit card. I took the recommendations given by the program and did
this and now I have three unsecured credit cards with no annual fees and my credit line has
increased significantly on all three and my credit score is very good. The program also taught me
and showed me where 1 am spending my money, how much I am spending, where I can cut
down on spending, and how important it is to save. I learned and was able to track my spending
and savings through the budget we were given.
I graduated high school from a continuation school. Never had I thought of going to
college until the program. It was something I am very glad I did. I learned a lot and enjoyed
school. I have completed many general education classes required for an AA degree; I have
completed all classes in the human services department. I have yet to do my internship; however,
once I do that I can get my criminal justice and alcohol and drug certificate.
I grew a lot in this program, along with my daughter. She was a little over a year old
when we came in, and now she will be graduating kindergarten. I was given many resources on
parenting. self-help, anger-management. and counseling. I feel the program is really there to help
you succeed in all ways, not just financially and academically, but also they care about you and
your children's well-being.
I am currently now looking to be a first-time home buyer upon leaving the program. The
program helps you with that as well. If you would have asked me five years ago before I came in
the program if I would ever think of buying a condo, I would have never ever even thought or
imagined that. I am so grateful for all the tools and things I learned in the workshops, my one on
one home visits, and the many resources, opportunities, and possibilities my daughter and I have
gained due to the SJC Housing Authority Program and Margaret McClean's guidance.
I am so grateful!
Natalie Noelle Crouse
Hi, my name is Paulina and this is my story of how I came to Little Hollywood. Six years ago the light of my life,
my daughter, was born. I was over the moon happy, as I always knew I wanted to be a mother and I aidn't even
bother picking out a boy name because I knew she would be a girl, I named her Elena.
f1os happy as this time was for me, the responsibilities of parenthood shed a new light in my relationship with
her father and things became progressively worse. Because I had a C-section, I had to spend four nights in the
hospital, alone. Her father refused to stay, cursing that it was too uncomfortable for him, looking back now this
was a sign for things to come. The whole following year he treated me very poorly, to say the least. and shortly
after my daughter's first birthday I finally gathered enough courage to leave him. It was my love for my
daughter that made me brave enough, she deserved better.
I moved into my parents' home, as I could not afford a place on my own, but I was so grateful to have a safe
roof over our heads. I know my family loves me, but there were unhealthy issues, and I knew I had to leave. I
found Little Hollywood online and added my name to the waiting list and about 3 years later I was coming
home from a Vision Board party and I got that beautiful phone call. there was an opening!
I've only been living in Little Hollywood since February, but it has already improved my life significantly. Since
being here I have not had a single anxiety attack, whereas before I was having 2-3 per week. Having ::>ur own
home has been such a blessing. Our home is a calm and safe place to come to at the end of the day and not a
place to get away from. I am now able to be a mother, develop our own routines and rules, and expectations.
My daughter has the freedom to be a kid at home without "bothering" anyone. We ane both so happy to be
here and we make sure to include Little Hollywood in our daily prayers.
Financially, things have greatly changed as well. Before I could barely afford my $300 rent for our bedroom. I
would literally run out of money. Now, after budgeting, I am able to pay my rent, deposit, utilities. food, and
more and stlll have money left over. It's such an amazing feeling. Now looking back, I realize how much money
I spent on going out; eating ouVetc because I wanted to get away from my house. And now that my house is
this safe place, I like staying home, which helps me to save money. And for the first time, in many many years, I
have money in a savings account. It's just amazing and it's only been a few months. This has been a boast to
my self-confidence, after being made feel like a nothing for so long, this has helped me to heal and see that I
am capable.
My primary goal for the future is to have our own home. This is a goal I never dared dream, it seems
impossible, but I see how having a healthy home affects so many parts of your life and I want to provide that to
my daughter and myself always, so no matter how hard I need to work I will do it in order to achieve it. When I
leave Little Hollywood, I would love to be able to move into my own place. And if I am being completely honest,
my dream would be to remain in San Juan Capistrano. I have fallen in bve with this city and I can't imagine
leaving it. I'll continue to do my volunteer work in SJC, giving back to the city that gave so much to me.
Paulina and Elena
April27, 2015
Alln: City of San Juan Capistrano Housing Authority
RE: Naphtali LeBlanc & Hailey Peterson-Current Little Hollywood Program Residents
Dear City of San Juan Capistrano Housing Authority:
This letter is to express our utmost gratitude for the assistance of the Little Hollywood
Affordable Housing Program and for Margaret McClean.
My name is Naphtali LeBlanc and my daughter Hailey Peterson and I have been residents of the
Little Hollywood Affordable Housing Program since March of2013.
Prior to March of2013 1 remained on the application waiting list for almost two years. During
this period oftime Margaret McClean answered and accepted all of my calls and voicemails
expressing the difficulties and hardships I was enduring as a single parent prior to this program.
Margaret would take my calls regardless of the day or hour and listen intently trying to offer help
and resources before I was ever accepted into this program.
When I received a call from Margaret expressing that there was going to be an opening available
my heart was already filled with joy. I have been a single mom since 2006 and my daughter
Hailey is now almost 1 0 years old. She was only a mere 8 months old when I became a single
parent. Hailey's father is a struggling alcoholic and has been in and out of jail over the last four
years due to alcoholism (DUI's) and domestic violence. During the time that I lived with her
father I too was a victim of domestic violence.
My life had changed dramatically when I made the decision for us to move out from his home. I
was almost half-way completed with my education and stopped attending school when I had my
daughter. 1 ended up defaulting on all my student loans and was no longer eligible for financial
aid, grants or loans towards school to finish my education. I used the little bit of credit I had to
pay for groceries, diapers, formula etc. and within a few months time after we moved from his
home all my credit cards were maxed out.
By 2008; the little bit of credit I had established was ruined and I was in collections with all my
credit cards including co1lections for my student loans. In 2009; I was laid off and my daughter
was then diagnosed with severe asthma. For the last 6 years my daughter Hailey has had health
issues all related to her asthma and allergies. Life just became more complicated due her medical
issues and when I received the call at the end of2012 from Margaret McClean to be considered
for this housing program, I was very hopeful that this was a long overdue answer to my prayers.
I have longed for the opportunity to get back on my feet, restore my credit, put money into
savings, eliminate all of my collection accounts and continue on with my educational goal of
graduating and receiving my bachelor's degree.
When I entered the Little Hollywood Housing Program my credit score was only a mere 590
points. To date it has increased 100 points with the help of Orange County Consumer Credit
Counseling and Margaret's helpful advice and recommendations.
I also had over 5 collection accounts referenced on my credit report and to date I am now only
showing 2 accounts in collections (my goal is to have zero collection accounts). I had never
worked on having a savings in place or a savings for my daughter. Since entering the program I
now have 2 savings accounts in place for myself as well as a Kids/Childs savings account for my
daughter, Hailey. Hailey and I contribute money to both our savings accounts each month.
Hailey earns extra money through recycling and bake sales /lemonade stands as well as our
annual community garage sales.
It has been over 2 years since I was accepted into the Little Hollywood Housing Program and our
lives have already changed drastically. I have been back in school attending Brandman
University in Irvine working towards my degree in Business Administration since 2014. I was
finally able to receive financial aid, qualify for Pell Grants and student loans. The last 3
semesters I have maintained a 4.0 GPA which has been unheard of in all my previous years of
attending college.
During 2014 I also completed the IDEA First Time Homebuyer Program offered through
Neighbor Works of Orange County. I have also attended countless hours of counseling sessions
offered through the program with Virginia Schoenfeld. The counseling has helped me to be able
to work through and find closure from past experiences as well as learn ways of building
healthier relationships.
My daughter Hailey has just blossomed and excelled since we began this housing program. She
has been receiving weekly math tutoring through School on Wheels for almost two years now.
Hailey always looks forward to our monthly workshops and insists on participating in any
program requirements including picking up trash in the Los Rios community as an effort to make
it a cleaner environment for us all. Hailey loves history and so appreciates and takes pride in
where we live. She has learned all about the history of Los Rios and the Mission San Juan. For
the past two years Hailey has also participated in the Swallows Day Parade.
I cannot express how this program has changed our lives. Both Hailey and myself feel so grateful
and blessed to have been able to receive the help and support of this program as well as all the
help from Margaret McClean.
Margaret has been a tremendous inspiration and motivator over the last several years. She has
provided countless hours of support and feedback offering so many different resources and
insights to work through all of my personal and financial struggles.
As I look back on where we were several years ago I do not know where we wou1d be to date if
it were not for Margaret and the help of this program. Margaret has dedicated so much of her
time and always takes my calls still to this day regardless of the day or hour. Her help and
support has been a true blessing for both Hailey and myself and I cannot say thank you enough
for Margaret and this program.
I know in my heart that years down the road I will look back and forever be amazed at all of the
progress I was able to make through the help of the City of San Juan Capistrano and Margaret
McClean. Hailey and I are thankful to call this wonderful little town and city our home and to be
able to be in safe place where I can rebuild my life so that we will have a better quality of life
when it comes time to exit this program.
Thank you again.
Sincerely,
Naphtali LeBlanc
26604 Mission St.
San Juan Capistrano 92675
THE ORANGE COUNTY
REGISTER
San Juan helps homeless become homeowners
Susana Mendez and daughters Alexis, 12, left. and Marlene, 8, stand in front of their San Juan Capistrano
home that Mendez bought through Habitat for Humanity The family was once in the city's Little Hollywood
Affordable Rental Housing Program and was able to buy a home through skills and counseling Mendez
gained in the program.
PAUL RODRIGUEZ THE ORANGE COUNTY .REGISTER
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THE OR"SGE COIJ!'\TY
REGISTER
San Juan helps homeless become homeowners
By BRITIANY LEVINE
201 1-06-24 08 49 52
On a whiteboard was a list that read "career training," "credit
counseling" and "parenting classes," but Margaret McClean wanted
to add one more.
"Wouldn't it be fabulous if someday you could own your own home?"
the manager of a specially crafted affordable-housing program in San
Juan Capistrano asked program participants during a talk at the city's
Community Center in 2006.
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 U.S. Department of Hous1ng and Urban Development
for transitional housing and shelters, but San Juan is one of the few that accept families to rent city-owned
housing for three-to five-year terms. It requires them to take classes appropriate to meeting desired goals,
participate in small group sessions and meet with an adviser once a month about their budgets and life
issues.
SEE A SLIDE SHOW HERE OR AT LEFT. MAP
Rents at little Hollywood are dependent on income, but on average, the one-, two-and three-bedroom
units range from $450 to $1,100 a month. The market rate for a two-or three-bedroom town home 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
Orange Countv Housing 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 Ham buck, 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-wor-Ker 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.
The state requires that cities have affordable housing opportunities, but that can be satisfied by zoning.
For example, San Juan has to accommodate 400 affordable units by 2014. That doesn't mean the 400
have to exist; there just has to be zoning for them. In addition to the city-run Little Hollywood program,
there is privately run low-income housing throughout the city of 35,000 residents.
"What's unique about San Juan is that we really did take it a step further," said Laura Stokes, San Juan's
housing coordinator. "We wanted people to be better off (after leaving the program) than they were.''
It worked for Susana Mendez. The single mother entered the program after separating from her husband.
She moved into a two-bedroom ooit in Little Hollywood and McClean had her create a "vision board," a
poster on which she explained her life goals. On it she pasted a magazine cut-out of a small house.
"I wanted a house. Not a big one, but a nice, small house for me and my girls," Mendez said. "I never
thought I could actually get that house, but Margaret pushed me."
McClean encouraged her to apply to purchase a home through Habitat for Humanity, which was building a
new development about a mile from Little Hollywood When Mendez first applied, she was denied
because she didn't make enough money. The nonprofit Christian housing ministry is aimed at those who
make at least $40,000 a year. A four-person household in Little Hollywood makes $27,850 to $46,450 a
year. McClean said.
McClean told Mendez she would need to make more money. So, Mendez started a housecleaning and
babysitting business. Her income increased and she reapplied. Soon, a Habitat representative came
knocking on her door with flowers and balloons Thafs when her daughters, ages 19, 12 and 8, knew they
would have their own rooms for the first time in their lives.
"You work for it and you really believe it can happen and it does." Mendez said.
FORECLOSURE HELP
While the recent rise in foreclosures hurt many existing homeowners, it helped Little Hollywood
participants because home prices fell. McClean brought in speakers to explain how short sales work (a
lender approves a sale price that's less than the owner owes on the house) and how to purchase bank-
owned homes. Then in 2007, a participant bought a mobile home, becoming the program's first
homeowner. Others have purchased distressed properties (short sales or foreclosures).
"It was like a domino effect." Stokes said. "They started swapping stories and explaining to each other
how they were able to make it happen."
Homeownership isn't pitched as a requirement for success through the program. Success is measured by
reaching a goal, which could be better credit standing, a new career, higher education -or owning a
home. The classes designed to help reach those goals are not sugar-coated. For example, speakers
explain the difficulties of owning a home and the extra costs involved, such as closing costs and
homeowners association fees.
In 2008, Melissa Smith started looking for a home to buy. Like Mendez. she was a single mother with
nowhere to go when she entered the program. At that time, homebuying seemed impossible to her
But now the 29-year-old administrative assistant owns a house in Oceanside, where she lives with her 9-
year-old son and 4-year-old daughter. The program helped her get over her insecurities and taught her
how to spend wisely and plan for her future, she said.
"It gave me the confidence to set higher goals than I was setting for myself," Smith said. "I didn't realize
my worth and how capable I was until I got into the program."
INSPIRJNG OTHERS
Cpl Mikel Bair. a Camp Pendleton Marine, lives in Little Hollywood and hopes to follow in the footsteps of
Mendez and Smith.
Bair joined the program after his rent doubled in San Clemente. His wife was sick at the time, atld the
burden to support them felt on his shoulders. Before moving to Little Holfywood, "I had no idea what credit
was or how to even check it," Bair said~
He's tired of bouncing around, he said, and his long-term goal is to have stability.
"We're tying to improve our credit and find a home to buy," Balr said. ''Without the program, I wouldn't
even have known where to start."
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Maria Mendez
"My Journey and Progress"
I was born in Michoacan, Mexico on September 7, 1975. Born the third of five children I spent my early
years in Mexico attending school through the eighth grade. My father left home when I was 14 to find work.
After a year, he came back to get his family and we all came to San Juan Capistrano. At the age of 15
I enrolled as a freshman at Capistrano Valley High School.
I did fairly well in school considering the big change in culture and the language barrier. At the age
of 16 I became pregnant and quit school to be a mother to my daughter Diana who was born on
May 30, 1992. I stayed with my parents and started to worl< as a domestic housekeeper. I did
mostly day work and cleaning homes. I understood that opportunities for an uneducated woman
with children were extremely limited, so I started taking classes whenever possible,
I met my future husband at 19 and was married a year later. Diana was three, and the world
seemed full of possibilities. My husband was a mechanic and I continued with my housekeeping
jobs. After a year Alexis was born. During the next few years, my marriage was strained due to
economic woes, and the scarcity of jobs for my husband who was a freelance mechanic. He
started abusing me and also increased his drinking of alcohol. When Alexis was three, I realized
that I was pregnant. My husband was becoming more and more abusive and I became tearful of
my safety and the safety of my children, so I left him. I wound up living with my two children in my
parents living room. I l:ontinued to work, but couldn't afford to move out because I was soon to give
birth to my third child.
On December 10, 2002, Marlene was born. I was now a young mother with three children living
the living room of my parent's home and trying to support the family. It was very difficult to live in
such a confined space, and try to save enough money to move out and still support children .
I went to SCO to get supplemental food, and would often check out the bulletin board for
opportunities. One of the administrators there told me about the City of San Juan Capistrano rental
subsidy program, and so I applied. I was accepted and a new chapter of independent living
opened for me and my girls.
It turned out that the Administrator of the San Juan rental subsidy program, Margaret McClean,
was the woman who previously worked at SCO. Margaret became my mentor and encouraged me
to keep reaching for opportunities. During my years in the rental subsidy program I have learned
by taking classes and living the life described in the training.
The classes include: budget management, goal setting, understanding and managing credit, first
home ownership, parenting, family relationships, beginning computer training and self worth.
For the past year and a half I have worked for the same family as a housekeeper/nanny and also
provide record keeping help with their home business . I set a goal to be a U.S. citizen and
achieved it in 2007. I also set as a long term goal to someday have the American Dream of owning
my own home!
I embarked on this latest goal and journey to home ownership with dedication and the will to
succeed. My first application was denied because my income was too low. Margaret encouraged
me to ask my employer for a raise based on my recent increased job duties of helping with her
home office filing and record keeping. I was afraid, but listened to Margaret's advice.
I went to my employer and explained my goal of wanting to own niy own home and gave her all the
information on the Habitat for Humanity program. I got my raise, reapplied and our family was
accepted by Habitat for Humanity for a new home in San Juan Capistrano.
My girls are now 5, 9 and 15, and they each understand the sacrifices that are required to achieve
success. Diana will have more babysitting hours while I am doing sweat equity, and my younger
daughters will help with other household chores while I complete the hours required by Habitat for
Humanity towards our new home-but the American Dream is closer every day and we are thrilled!
My current goal is to continue saving for my down payment on the Habitat Home, I am very close,
complete my sweat equity hours and pay off all bills before moving into our new home. After our
family moves into our new home and we get settled, I will embark on the next chapter of my life,
completing my education. I am determined to set an example for my girls -to work hard and the
achievement of an education, so they will never feel the pain of being mothers who are homeless,
broke and facing a future without hope.
Thank you to all who have helped me towards my goals and encouraged me on my journey.
Our family will never forget all the time and effort in trusting and encouraging us to capture our
dream. As a first time homeowner the girls and I now have a strong foundation and know that we
can achieve the dream if we take the right steps on our journey. We are forever grateful to you for
the tools and the encouragement to achieve success ... both now and into the future!
With heartfelt thanks,
c)usGv(l~ ~d~
Maria Susan& Mendez,
Lorna Hopkins Webber
244 7 6 Chamalea
Mission Viejo, CA 92691
June 19,2015
Margaret McClean
MDM and Associates
P.O. Bas 2041
Mission Viejo, CA 92690
Dear Margaret:
This is to offer my support and recommendation for continued and additional funding for the SJC
Housing Authority Program. As a landlord, it has provided me with stable, reliable tenants who take
good care of my property, which I appreciate very much. It is a comfort to me to know that you
inspect the property periodically when you meet with the program participants. All of the
participants who have inhabited my rental property have been truly ideal tenants. None of them
have created any problems at all for me and have taken excellent care of the property,
As a professional counselor at Saddleback College, I am highly supportive of the SJC Housing
Authority Program because of the way in which it is designed to do much more than provide
affordable housing. I have seen how the lives of participants have improved due to the various
features of the program. It assists participants in so many important ways that truly open options for
them that would not be realistic without the program. Program participants and their children learn
important life skills that will make them ultimately self-sufficient, responsible, positively contributing
members of the community. The program teaches them how to do things for which they likely have
no prior family role model. This includes setting short, interim and long term financial and
employment goals, monitoring progress toward those goals and accessing resources to help them
reach those goals. They are taught how to properly care for a home, improve their management of
credit, and through counseling, how to develop healthy, appropriate relationships. They learn to
take pride in their homes, their families, their personal accomplishments and self-worth. As an
educator, I am pleased that the program includes tutoring for students; that can make an enormous
difference in educational success and self-confidence.
The safe, habitable and stable living situation with participation and performance requirements
attached results in personal growth and healing for all family members who are dealing with past
issues of abuse, abandonment, divorce and unhealthy life choices. The safety and stability offered
through this program is important so the children can remain in stable school situations and the
entire family can benefit from a consistent source of counseling and wellness services that will teach
them how to make wise choices now and in the future.
The SJC Housing Authority Program has my wholehearted, emphatic support!
Sincerely,
Lorna Hopkins Webber
lomawebber@yahoo.com
Professional Work History:
MOM and Associates -2005
Consu!Unt
Margaret M. McClean
• Consults With county, cities and nonprofit agencies for program development, fund development, grant research, and
community relations
• Partners with internal marketing, public and community relation agencies, staff and the board of directors in
developing and meeting specific program goals, campaigns, objectives and outcomes
• Assists in creative design, print production, video production and website redesign
• Provides e)(cellent navigation through vendors, professional networks, partnerships, and other resour~
• Manages logistics, project and program budgets, and assists with contract negotiations
• Excels and stays focused in a creative, fast-paced and changing professional environment
• Ensures community support by developing and implementing effective public relations and public information programs
• Motivates and retains staff, board participation, community and volunteer support by being a positive team player
• Provides media relations for county, city, corporate, community and nonprofit programs and events
• Meets and exceeds established goals
Keena Communications -2004
VIet President, Marketing
• Developed creative concepts and innovative approaches to promote, advertise, coordinate and plan community programs
• Targeted Clld 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 oorporatlons, 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
Saddleblck Community Outreach -1999-2004
Executive Director
• Promoted lhe organization's mission, we help those who help themselves by giving hope and assistance
• Provided strategic planning and development of collaborative programs and projects to benefit the communities served
• Expanded and secured funding for supportive services to include transitional housing, counseling, case managemen~ career
assessment, professional clothing for interviews, computer learning center, legal assistance, car donation program, medical,
dental and prescription vouchers, rental and utility assistance, adopt-a-family and back to school prograns, opened thrift store
• Developed and reviewed policies, procedures, made administrative decisions, evaluated oontracts and financial reports
• Created fund development campaigns and identified alliances and partnerships for corporate sponsors and committee members
• Implemented community relations strategies for fundraising, planned giving, volunteer recruitment and public information prograrr
• Identified individuals, foundations, organizations, governmental agencies and oorporations for potential donor or grant opportuniti(
• Assisted in writing and editing foundation and government grants to fund the agency programs and support services-exooeded
agency funding goals
• Designed collateral materials and annual report, secured in-kind donations for agency website design and video production
• Participated in and made presentations to professional and community organizations, governmental and economic development
committees, city counsel meetings, corporate, college and foundation boards
• Collaborative team building skills in working with volunteers, staff, boards, community, corporate and government leaders
• Demonstrated excellent organizational, interpersonal. oral and written COOJmunication skills
MOM Printing Company -1i82-1999
President
• Developed systems and forms management programs for corporate and nonprofit corporations and agencies
• Created marketing strategies, corporate identities and campaigns for print and fund development. Designed and
printed annual reports, corporate collateral print materials for local, national and international corporations, nonprofit and
community agencies
Beverly Hills Medical Center -19n·1981
Department Head: Admissions· Patient & Physician Relations
• Developed marketing strategies for physician recruitment
• Managed patient financial counseling and financial assistance programs
• Assisted in the campaign for the Patient Bill of Rights
Education:
Mount St. Mary's College, Los Angeles, California
Bachelor Studies: Nursing and Psychology
Professional Affiliations:
American Cancer Society, Fund Development -1987-1997
American Diabetes Association, Campaign Development-1988-1994
Arthritis National Research Foundation, Board of Directors -2004 to 2005
Association of Fundraising Professionals-2000-2004
Irvine Chamber of Commerce -1999-2004
Laguna Hills Chamber of Commerce, Board of Directors -1999-2004
Laguna Niguel Chamber of Commerce-2002-2004
Laguna Niguel Economic Development -Governmental Affairs-2004-2005
Orange County Rre Authority -Memorial Campaign and Fund Development, 2005
Rotary lnternational-1999-2005
SCO Board of Directors-1989-1999 (Board President, 1997 -1999)
South County Chambers of Commerce-1999-2004
Professional Recognition:
Woman of the Year, 'Advancing the Status of Women" Soroptimist International -2004
Paul Harris Fellow, Rotary International -2003
Businesswoman of the Year, South County Chambers of Commerce-2002
Agency Recognition as Exec:utivt Director:
President Bill Clinton
California State Senate
California State Assembly
County of Orange
State of California
Community Service Commendation
Passkeys Ethics in America, Saddleback Community Outreach
Ethics in America Award
Outstanding Contribution and Dedication to Community Development
Commendation Ethics in America
Good Neighbor Award for Outstanding Service to the Community
Lorraine E. Fox, Ph.D.
TRAINING CONSULT ANT
(2006-Present)
27672 Via Granados
Mission Viejo, CA 92692
RESUME
CURRENT POSITIONS
MDM and Associates
(Capistrano Beach. California)
Provide training, consultation. and technical assistance to child care and human service
agencies and organizations, both public and private. Training is provided locally,
nationally, and internationally.
CONTRACT INSTRUCTOR
(1987-Present)
University of California, Davis
(Davis. California)
Provide training and consultation on a contract basis through the Center for Human
Services, to public service agency employees serving vulnerable children, adults and
families. UC Davis is a national leader in applying university resources to address
community concerns. The Center serves all human service fields, practice areas and
agencies. Awarded Outstanding Service Award for Excellence in Teaching.
TEMWORARYE~LOYEE
(2000-Present)
San Diego State University Foundation
(San Diego, California)
Provide training on a contract basis for Department of Public Social Service child
protective workers and professionals and their community partne~s in related tields
through The Academy for Professional Excellence.
INDEPENDENT CONTRACTOR Central Valley Academy
(2004-Present) (Fresno, California)
Provide training on a contract basis for child welfare professionals and community
partners.
Ph.D.
Post-Masters
M.A.
B.A.
A.A. sequence
EDUCATION
Clinical Psychology
Certificate in Organizational Development
The Professional School of Psychological
Studies, San Diego, CA ( 1989)
Certificate: Person-Centered Psychotherapy
Chicago Counseling and Psychotherapy
Center ( 1977)
Psychology Major
Interdisciplinary Social Science
Northeastern Illinois University ( 1976)
Psychology
Northeastern lllinois U Diversity (1973)
Child Care
Kennedy-King College (1970)
CREDENTIALS
COUNSELOR CREDENTIAL The California Community Colleges
INSTRUCTOR CREDENTIAL Psychology
The California Community Colleges
C.C.C.W. Certified Child Care Worker
TRAINING AND CONSULTATION EXPERIENCE
MEDIA PRESENTATIONS International: The Today Show (TCN), Australi~ ABC
Radio (Australia), BBC Television & Radio (Scotland)
CBC (Canada)
National: The Phil Donahue Show (NBC)
30 Minutes (CBS)
Local: The Different Drtimmer (NBC)
Five Alive News Report (NBC)
WDAI Radio (Talk show guest)
Numerous newspaper articles/features
2
SUMMARY OF QUALIFICATIONS
SUSAN MEHTA
26562 Via La Jolla
San Juan Capistmno, Ca. 92675
(949) 510-8537
slm.ma@yahoo.com
Over twelve years' experience in law enforcement: supervising parolees, conducting substance abuse
interventions, investigations, interviews, and surveillance.
Disaster and Response Team Member.
Over eighteen years' experience with case management, therapy. crisis interventions and teaching education
classes. including substan<:e abuse.
SrJf-motivated, initiating the development of a new psychiatric program.
Dedicated to rendering the highest possible professional sen ice.
PROFESSIONAL EXPERIENCE
DIVISION OF ADULT PAROLE OPERATIONS September 2001 -October 2012
Parole Agent
Supervised specialized caseloads including High oontrol, High Service, EOP and tbe21111 Striker Caselcwi
Conducted investigations, interviews, surveillance, crisis interventions, and substance abuse interventions.
Assist parolees with service needs to re-integrate into the community.
Apprehend and arrest parolees with DAPO and other law enfon:emeot agencies.
Prepare reports and testify in administrative hearings.
Post Trauma Team Member.
Completed training on Terrorism Concepts for Patrol Personnel.
CALIFORNIA DEPARTMENT OF CORRECTIONS~ Calipatria, CA
Co"ecfioruJI Cowuelor I
September2000-2001
Oassification and Parole Planning for prison irunates.
Case Management.
Interviewing and counseling inmates.
Assisting sraff during emergency situations.
Crisis Intervention.
ORANGE COUNTY MENTAL HEALTH CARE AGENCY, Anaheim, CA March 1999-August 2000
Mental Heallh SpecitJlisdThertlpist
Case management.
Crisis intervention.
Individual and family therapy sessions.
Psychiatric evaluations for 51 50s.
Facilitated the Dual Diagnosis Progrnm (substance abuse and mental illness).
Completed the Disaster Training Academy and was on the Orange County Disaster Response Team.
Functioned as (Acting) Service Chief-supervised clinic.
SOUTHERN CALIFORNIA INSTITUTE OF TECHNOLOGY, Anaheim, CA
College lmtnu:tor
Responsible for all of the general education courses.
July 1997-Dec. 1999
Taught Psychology, Communication, History and English.
Develooed curriculum.
SHERIFF'S DEPARTMENT, Orange County, CA
Co"ectio1Uil Programs Technician
Coordinated inmates' progmms and activities.
Provided inmates with an introduction to fundamental life skills.
Crisis intervention.
Apr 1997-JuJy 1997
LA PALMA PARTIAL HOSPITAL PROGRAM, Anaheim, CA Nov 1994-Dec 1996
Program SpecilllUt
Case manager, including initial inrake, psychosocial assessment and the master tnatment plan.
Taught anger management, stress management, and other education groups.
Individual oounseling sessions with patients.
Developed new psychiatric program for hospital.
Supervised and documented patient behavior.
Crisis Intervention.
COLLEGE HOSPITAL, Costa Mesa. CA
Behavior Sped41Ut
Facilitated various therapy groups for adult psychiatric population.
Evaluated initial assessments on new patients.
Trained and oriented new bebaviornl specialists to job role and expectations.
Individual counseling sessions with patients.
Responsible for documentation of behavior, reactions and staff interventions.
Crisis intervention.
Taught substance abuse and life management skills.
ALPHA COUNSELING,I.aguna Hills, CA
Belulvior SpecilllUt-per diem
Co-facilitated psychodrama groups.
Individual counseling sessions with patients.
Evaluated and oriented new patients to program.
Participated in patient and family teaching.
Taught positive training skills.
EDUCATION
Master of Arts in Human Behavior -National University, Costa Mesa, CA.
Won Collegiate Honors Award Scholarship
Bacbelor of Arts in Behavioral Science -National University, Costa Mesa, CA.
Graduated Cum Laude and won Leadership Scholarship
Associate or Ar15 -Saddleback: College, Mission Viejo, CA.
HomaD Services Certific:ate -Cypress College, Cypress, CA.
PROFESSIONAL AFFILIATIONS
Psi Chi -National Honor Society in Psychology
Feb 1992-Nov 1994
Jan 1990-May 1994
Suellen Rowe is a seasoned financial executive,
with experience in public accounting; service,
manufacturing and retail industries (public and
private, domestic and international); and non-
profit organizations. She is licensed in Indiana as a
CPA (inactive) and is a member of the American
Institute of Certified Public Accountants.
After receiving her B.A. degree in Business
Administration cum laude and with Departmental
Honors from Hanover College, Suellen started her
career working for Ernst & Young in 1979. The
University of Notre Dame was one of her more
notable clients.
She left public accounting in 1982, moving into
the internal audit department of Wickes
Companies where she worked on numerous
divestitures and acquisitions, followed by a year
as a director of financial analysis and control and
then as a division controller.
Suellen was recruited by the president of an
equipment rental company to move to California
in 1994 to serve as their corporate controller.
When that company moved to Arizona, she stayed
in California and served as first an assistant
controller and then as corporate controller for a
vitamin manufacturer.
In May 2000, Suellen joined UTI Worldwide, an
international supply chain logistics provider, as
their Group Controller six months before UTI went
public in the US. She was promoted to Vice
President, Finance in 2004 and held that position
until 2006 when she took over the responsibility
for integrating all of UTi's acquisitions in the newly
created position of Vice President, Global Leader
for Integrating Acquisitions. In January 2008, that
position was eliminated and Suellen moved into
the Vice President, Global Treasurer role.
Late in 2008, Suellen decided she wanted to work
directly with clients again, providing quality
service with the highest integrity, and so started
Suellen Rowe Consulting, focusing on financial
literacy while providing other services as well.
Fin;mcial I jteracy
During her career, Suellen's outstanding communication and presentation skills
supported her technical skills and were a key to her success. She now puts
them to use in helping others to Jearn about all things financial, from corporate
boardrooms to family rooms, by offering the following services:
.,.. Creating and/or Delivering Customized Training Programs
• Creation of Materials
• One-on-one Training
• Group Workshops
• "Train the Trainer" Programs
• Examples include:
• Training salespeople on how to calculate the value of their services for
the client to improve their Hsales pitch"
• Training accounting and finance personnel about public company
reporting requirements or complying with debt covenants
• Training individuals to understand and manage their own family finances
.,.. Creating Customized Templates for Communications
• For Investors (news releases, conference call scripts, one-page
snapshots, presentation slides, annual reports, etc.)
• For Boards of Directors (financial reports, presentation slides,
corporate governance, reports to Audit Committees, etc.)
• For Internal Clients (dashboards, key performance indicators,
newsletters, etc.)
( )tJter Senll'es
In addition to her Financial Literacy services, Sue/len leverages her vast
experience to provide quality services in the following areas:
.,.. Interim Financial Leadership, including positions for Chief Financial
Officers, Controllers, Treasurers and other accounting, financial reporting,
financial analysis, treasury, project manager, internal audit positions
.,.. Projects related to Business Combinations, including:
• Due Diligence for Acquisitions, Mergers & Divestitures
• Integration of Acquisitions and Merged Companies
.,.. Projects related to Sarbanes-Oxley §404 Compliance
.,.. SEC Reporting, including Registration Statements and 34 Act Filings
.,.. Debt Covenants Compliance, including:
• Establishing Process for Monitoring Compliance
• Calculating Compliance
• Reviewing Draft Credit Facilities for Pro Forma Compliance
.,.. Other areas as agreed
1 t "' : • : I~ I a ! , , 1 1 : :, I ~' : \ • I \1 ( 1 I a. ' I f I J ..... /, 0
1jl •, I I I I!{ 0 I 0 I 1 0 1 '/ jt I : I j • \I II J : '\. I'\ 1\ \ ! lj. ( ~ t\0 .... 1 1
SUELLEN ROWE
5142 SKINNER STREET • IRVINE, CA 92604
IIOME 949.857.5689 • MORil.F 949.677.7949
SUELLENROWE@CUX.NET
A proven financial executive with extensive experience in building teams and managing change. Possess a demonstrated
ability to produce results and to bring order from chaos. Recognized leader with outstanding communication and
interpersonal skills who focuses on making the corporate vision a reality.
Professional Experience
UTI WORLDWJDF. INC. Long Beach, California 2000-2008
Lt:ading inlernalional supply chain logistics provider with over S-1.3 billion in re1•enues and offices in 64 countries.
VtCE PRESIDENT, GLOBAL TREASliRER 2008 VICE PRESIDENT, FINANCE 200-1-06
VICE PRESIDENT, GLOBAL LEADER FOR INTEGR<\TING ACQliiSITIONS 2006-08 GROUP CONTROLLER 2(){)0-0-1
Responsible for all aspects related to global treasury, including negotiating amendments and waivers to credit facilities,
overseeing compliance with all debt covenants and providing leadership to all treasury personnel. Previously responsible for
integrating acquisitions into UTi and prior to that.. was responsible for all public and internal tinancial reporting and
compliance with Sarbanes-Oxley plus extensive involvement in investor relations and corporate communications.
~ Leu worldwide team that successfully implemented all requirements under our initial year of compliance with Sarbanes-
Oxley. covering 114 reporting entities in 58 countries. Was awarded the coveted Chairman's .'\ward for my contribution
to the company's success: the tirst and only time an individual rather than a team won the award.
II!> Participated in road shows for the !PO, generating net proceeds of $71.8 million from 5.4 million of newly issued share
capital and another offering of 6.6 million of UTi's shares on behalf of affiliated shareholders. Key team member in
preparing SEC filings tor those offerings plus a third offering of 4.6 million shares which generated approximately
$100.0 million in net proceeds for UTi.
~ Instrumental in transitioning the company's financial statements tram International Accounting Standards to accounting
principles generally accepted in the United States (U.S. GAAP).
~ Established the U.S. public company reporting function within UTi, starting with the IPO Registration Statement (Form
F-1 ). through reports of a foreign private issuer (Forms 20-F and 6-K) and then to Forms l 0-K, I 0-Q and 8-K.
• Successfully implemented new financial reporting system, using Hyperion and migrating from Lotus I 23 to Excel, and
revamped the entire worldwide financial reporting system. upgrading it to comply with both the content and timing of
the new public reporting requirements in the United States.
II!> Successfully led the integration of a $197.1 million acquisition. with three, competing, distinct business operations.
II!> Played vital role in closing UTi's Israeli transactions. with $46.6 million of net assets acquired, by expediting the bank
credit facility negotiations with two banks thereby securing credit to run the operations post-closing; earned the respect.
confidence and trust of the new Israeli management team in the process.
~ Established the Integration Office, creating all processes and templates used in integrating UTi's acquisitions.
Ill> Leveraged personal banking relationships to help gamer a total credit capacity of $450 million. including a global credit
facility of $250 million and long-term notes of $200 million; successfully negotiated several amendments to three
different credit facilities, meeting critical timing requirements.
LEINER HEALTH PRODliCTS (NC. Carson. Cal!fornia 1995-2000
Manufacturer of vitamins, minerals and nutritional supplemen/s, with revenues of$662 million in 2000.
CORPOIL\H.: CONTROU.ER /997-2000 ASSISTANT CORPORAH: CONTROUER /995-97
Responsible for all general accounting, financial reporting, public reporting, credit and collections, cash management, daily
banking relationships, accounts receivable, accounts payable and payroll functions.
~ Team leader for preparation and filing of SEC registration statement; implemented an amendment in tive hours to meet a
critical deadline, avoiding interest penal tie:. of over $4,700 per day. Developed accounting staff and implemented
procedural changes which resulted in completion of the annual audit three weeks earlier than in the prior year.
~ Created a new cash forecasting system. eliminating over $23,000 per year in consulting costs and creating more accurate
forecasts in less than half the time by educating key staff members in its purpose and preparation. Inspired the
collections staff to improve collections, increasing positive cash flow and delivering the best days sales outstanding for
the company in 48 months.
SliEI.I,EN ROWE PAGE2
.,.. Instrumental in effecting changes to contract tenns and in negotiating improved cash management procedures with the
bank in connection with the refinancing of a $210 million bank line of credit (twice); designed and executed a tlexible
model to monitor compliance with the debt covenants .
.,.. Integrated a newly acquired Canadian subsidiary into the financial reporting system, establishing and implementing
intercompany transfer pricing policies and consolidation procedures tor this $16 million acquisition in addition to
developing an outstanding working relationship with the subsidiary"s management team .
.,.. Implemented a retail accounting system for a new chain of outlet stores and trained store personnel in its operation.
ACME HOLDINGS INC. frvine, Cal((ornia 1994-1995
National equipment rental operation and retailer with revenues exceeding $100 million: moved to Arizona in 1995.
CORPORATE CONTROLLER
Recruited by the President to lead tinance team with responsibility for all general accounting, financial and public reporting
duties as well as the administration of the 401 (k) plan and other key project.<; .
.,.. Improved accounting discipline within the department by working with the staff which resulted in a higher caliber of
documentation, a reduced number of accounting errors and significantly tewer proposed audit adjustments. Identified
and corrected past accounting errors for the company's six acquisitions. as well as errors in the management of the
40 I (k) plan and calculations of the compliance with debt covenants.
DllRo\ MECHA:'IIICAL COMPONENTS, INC. Toledo, Ohio 1990-1993
Manufacturer of aruomotive parts wilh $130 million in sales; formally a division ol Wickes Companies, Inc.
CONSlllTANT 1992-91 DJVISJOI'I CONTROLLER /990-92
.,.. Reviewed estimating and quoting procedures for sales and engineering departments and recommended improvements to
maintain profitability in this competitive, customer-driven industry .
.,.. Created and implemented control procedures and trained personnel for a new accounting department in Tennessee .
.,.. Prepared shutdown plan for the Toledo facility, and assisted in the shutdown to ensure the closure was accomplished
within time and budget constraints.
WICKES COJ\IP..\.NIES, INC. Wheeling. Illinois; So11thf~eh~ Mi,·higan; Toledo, Ohio 1982-1990
A $5. 7 billion diversified corporation with mamifactllring, wholesale, retail andfinancial operations.
DIVISION CONTROI.LER 1989-90
DIRECTOR, FIN,\NCIAL A!'IALYSIS AND CONTROL 1988-89
MANAGER, CONTROLS EVALUATION AND Al:DIT 1985-8/'J
Sl'I'I!.RVISING SENIOR AliDITOR /983-85
SENIOR L"'iTERNAL AUDITOR 1982-83
.,. Restored management's confidence in reported financial results by preparing consistently accurate reports and by being
able to interpret and communicate those results to non-financial manager.; and improved communication and cooperation
between the division office and the Tennessee and Mexico plants by responding to the needs and requests of the plant
personnel on a timely basis .
.,.. Implemented accounting and reporting controls (e.g., tor chargebacks and overtime) to enable management to track and
reduce costs, increasing operating income from less than I% to over 5% of sales and reduced physical inventory shrink
adjustment from up to $800,000 to less than $60,000 .
.,.. Identified significant (i.e., millions of dollars) problems at an automotive aftermarket distribution division and
implemented controls to prevent recum:nce. Coordinated live-year strategic plan for the $1.3 billion manufacturing
organization consisting of 27 divisions .
.,.. Led audit teams on nine divestitures and four acquisitions, including an acquisition of an English manufacturer. Created
and published the department's Controls Evaluation and Audit Manual.
ERNST & YOllNG LLP South Bend. lndiantJ 1979-1982
Progressed from Staff to Advanced Staff to Senior Accountant servicing clients from varied industries including
manufacturing, healthcare, education, not-for-profit and government.
Education and Professional Affiliation
B.A. cum laude, majored in Business Administration, received department honors-Hanover College (Indiana) 1978.
Certified Public Accountant (inactive)-Licensed in Indiana in 1982.
Member-American Institute of Certified Public Accountants since 1982.
Janet A. Bearden
Phone: 949-232-9267 royalpalm 1 @cox. net
SENIOR MARKETING It MANAGEMENT PROFESSIONAL
Vi~on,Stnrtegy,Execution Non-Profit Management Fund Development
Results-oriented, high-energy, business professional with proven success in leading organizations toward significant growth, profitability and
market share. Recognized as a multi-level hands-on manager with the ability to communicate and collaborate effectively across all areas of
discipline within an organization. Successful in providing leadership to organizational goals and objectives through the development and
implementation of strategic mar1teting plans, fund development, mar1teting communications, database design/management , traditional and
online campaigns, and the development and measurement of performance goals and objectives.
Resourceful and skilled manager capable of collaborating and supporting both in-house teams and negotiating with outside agencies -under
tight deadlines and budgetary requirements. Demonstrated history of developing and implementing both new and existing programs with
strategic solutions to meet/exceed the organizational purpose and intent-mission and vision.
Non-Profit Business Management
Marketing Management
Strategic Planning
Budget Planning and Analysis
PROFESSIONAL EXPERIENCE
Management Consultant
MOM & Associates -2011 -Cunent
Marketing & Business Consultant
Professional strengths and abilities Include:
Fund Development
Database Management
Staff Training/Development
Community Outreach & Advocacy
Board Capacity Building
Project Management
Organizational Development
Special Event Planning
May 2008-Cunent
Project Management induded the assist of design, development, and modifications of the MOM (12 month) Expense Budget Spreadsheet.
Ongoing yearly updates provided In addition to training as requested and required for new participants.
IHOPEoc, Inc. March 2009-April 2011
Founding Board Member-VP, Treasurer
Marketing Committee
Served on the Executive Committee in developing the infrastructure for iHOPE, a start-up non-profit organization located in South
Orange County-established to meet the emerging housing and medical needs of the homeless and at risk populations to assist them
towards self-sufficiency.
Responsibilities included advocating the advancement of the mission and vision, creation of the strategic business plan, initiating board rules
and guidelines, launching fundraisers, and instituting volunteer training programs other responsibilities included budget management, fund
development, grant research, legal compliance-obtainmg 501 (c) (3) status-and the inauguration of a progressive free
"shower van program".
Managed the initial fundraising campaigns to cultivate business and personal donor relationships by advancing awareness and support
from the community and city governments. Participated in collaborative partnerships with other agencies to fulfill multiple needs of clients
providing them with resources to participate in programs including; monthly medical vans-offering on site medical services and
referral assistance with various county service providers-rental assistance programs. temporary, transitional and emergency
housing.
Developed the strategic business plan, induding fund development goals, program management procedures, marketing
objectives, volunteer training guidelines, and budgetary targets. Created the volunteer training manual for the iHOPE free "shower van
program". Supervised and attended weekly shower van programs and collaborated with volunteers to insure program guidelines
were mel, data was collected and the needs and concerns of the clients were being served.
Collaborated with marketing committee members to develop the strategy and implementation of mar1teting communication campaigns.
web-site development, donor communications. fundraisers and special event planning.
Advocated for the basic needs of the ever-increasing homeless and at risk populations by participation in various community meetings
in addition to participating as a liaison to the City of Dana Point to bring awareness to ltle need for both emergency and transitional
housing in the local communities.
OMS Marketing; Laguna Hills, CA
Director of Project Management
Project management to increase the efficiencies and development of the direct mail ma..Xeting programs for the expansion of the agency
business. Developed the database guidelines for the program, established and organized systems and procedures, negotiated with vendors in
purchasing product and set-up budgetary guidelines to meet the goats of the organization.
Union Fidelity Mortgage; La Jolla, CA
Director of Martteting
Aprtl 2006 -Mav 2008
Directed the development and execution of the ma..Xeting plan and management of the company advertising budget of over $18MM year.
Implemented successful mai'Xeting initiatives including the revision of the company website, DRTV campaign, developed a ma..Xeting new
customer acquisition model, implemented campaign metrics and reports resulting in a 15% increase in ROI, improved campaign response
rates by 35% and increased company sales by 50%.
Managed all new cus1omer acquisition campaigns to meet the sales company's growth and expansion plans.
Implemented budgetary guidelines and created metrics-benchma..Xs to measure the success of all mai'Xeting campaigns.
Directed the strategy, creative design and implementation of ma..Xeting projects including Direct Mail, DRTV, and online campaigns.
Purchased all media for TV campaigns that exceeded $300K a month. Reduced printing and mailing costs by 15% and established
benchmarks to measure and identify successful campaigns by channel. offer, data (list selection) and conversion rates.
Researched and improved existing internal processes, managed agencies, negotiated vendor contracts and developed systems
and procedures that reduced ma..Xeting costs and increased ROI within the first 60 days.
Created multiple mai'Xeting reports and analytic tools. Directed the development of an internal customer database that fueled the
ability to support company marketing plan, strategy and sales goats.
Developed a customer prospect model which resulted in increased response rates of over 35%, reduction of cost per lead costs and
the ability to define a11d refine a more targeted prospecting universe.
Rebuilt company website, togo design, and developed corporate sales collateral material to enhance branding, market position and
sates goals. Researched SEM opportunities to enhance and build a lead generation campaign via PPC and SEO.
Protocol Integrated Direct Martteting; Poway, CA
General Manager/Management Coneultant
April 2005-April 2006
Recruited to evaluate and develop a strategy -turnaround plan for the direct marketing division of a company providing customers with
database management, creative design, lettershop, fulfillment, telema..Xeting and list management services. P&L responsibility to
evaluate costs, establish systems and procedures, improve sales, customer experience and overall ROI
Investor's Business Dally; Los Angeles, CA
Direct Marketing Manager
Nov 2000 -April 2005
Managed and developed the direct ma..Xetlng plan for a financ1a1 data -publishing company. Created and directed successful Direct
Mail ma..Xeting programs and revenue generating opportunities that effectively increased product sates and company profitability.
Responsibility included evaluating and developing departmental objectives and goals, implementing budget and purchasing
guidelines, database development and creating policies and procedures to meet the company's revenue growth, product
development and expansion goals.
Directed the lead generation customer acquisition and loyalty/retention campaign& for the company's product line and services.
Responsibility included the research and targeting of the most effective audience, developing testing standards and procedures, data
metrics and analytic requirements, defining the prospect marketing attributes, while building a strong marketing database to cross
sell and up sell additional products and services.
Developed performance based ma..Xeting guidelines and analytical tools including profiling and modeling analysis, testing and
control methods for optimum results, campaign tracking reports, data hygiene, and ROt standards for forecasting and measuring
campaign success.
Managed and developed successful direct mail, e-mail, catalogue, and online direct response campaigns that reduced costs by
25% and increased both response rates and conversion rates by 35% and improved ROt by over 15%.
Evaluated and redefined list selection prospecting criteria, expanding and more effectively targeting customers resulting in
an Increase in response rates by as much as 50% and conversion rates by 35%.
Identified new revenue opportunities induding the development and implementation of a list rental database that increased sales
by 100% and generated new partner business opportunities in internet advertising and other mai'Xeting channels.
2
EDUCATION
Graduate studies towards MBA-Temple University-Philadelphia, PA
BA Degree Psychology/Sociology-Florida State University, Tallahassee, FLA
Ongoing (Education-Training)
CSUF Non-Profit Management summer school (201 0 and 2011 ). Courses included Grant Writing, Program Management,
and Fund Development.
OneOC (Orange County) -Non-Profit Management Certificate December 2011 -extensive training in advanced Grant Writing, Fund
Development, Program Management., Social Enterprise, Social Media, and Budget Management.
Hall of Fame Fundraising Series-(OneOC)-November 2011 -Completion of extensive 10 week certificate program In Fund
Development including Grant Writing, Case Statements, Philanthropy/Corporate Compliance, Board Development, Capital Campaigns,
Stewardship/Donor Recognition, Planned Giving, Major Gifts, and Special Events.
Business and Personal References Available Upon Request
3
LARRY GATES
SENIOR TRAINER
Results-driven Senior Trainer adept in connecting the learner to the information most needed
using effective techniques for both stand-up and virtual training delivery. Skilled in getting a 360-
degree ''iew of ttaining needs to achieve optimal results including problem identification, ttaining
adaptation, and measure for desired results. Key competencies include:
• MS Office 2007/20010/2013 instructor • Skilled in adult learning principles
• Writing effective resume coach
• Needs assessment and analysis
• Outstanding listening, facilitation and
presentation skills
• Ability to motivate to desired outcomes • Excellent verbal and written skills
PROFESSIONAL EXPERIENCE
INDEPENDENT CONTRACTOR-MDM and Associates 2009 -Present
Independent contractor in desktop applications and work skill-, training. Conducted needs analysis
for clients designing course materials, planning and designing ttaining to bridge gaps in knowledge
and skills.
• Use a variety of instructional techniques to achieve maximum results.
• Able to adapt quickly to new settings and leadet:>hip when substituting for other~ creating a
seamless transition.
• Instructor and in-service education training on Excel, Word, Power point
• Work Preparedness-Resume development, review, inten'lew preparation
LIBERTY MUTUAL INSURANCE -Aliso Viejo, CA 1996 -2008
S 12.6B Properly and Gm1alry insumna: carrier with 7,500 empiO)•ees -Fof7ncftY Sqfoco bmmmce ·
Sr. Training Specialist (2003 -2008)
Training team lead, scheduling and coordinating training, managing group projects, delivering
training and acting as team liaison to customers_ Oversaw ttaining of new desktop trainers.
Excelled in delivering courses in Microsoft Windows, Word, Excel, Power Point and Outlook as well
as propriety software totaling over 80 course titles.
• Best-in-class communication and presentation skills consistently achieving customer
satisfaction ratings of 4. 7 + on a 5 point scale year-after-year.
• Migrated courses from instructor-led to virtual delivery which quadrupled the number of
corporate employees able to access training courses.
• Proposed, coordinated and lead launch of virtual desktop training delivery to over 13,000
franchisee offices across the country.
• Exceeded individual goals in 2008 by teaching over 220 classes and 2,100 Learners of diverse
backgrounds, educational experiences and learning styles.
• Assisted with successful implementation of Lcaming tvlanagement System, testing and
tra.ining other trainers on its usage.
• Using needs analysis techniques, parmered with customers to tailor training for specific
projects, workiog with subject matter C"-lJerts to develop and ma.Wnize training
effectiveness.
• Maintenance and updating of desktop training catalog, adding and retiring courses as
necessary to remain relevant.
LARRY GATES -(949) 735-2526 Page Two
Desktop Trainer {1999-2003)
Trainer recruited by corporate IT due to effective use of technology, interest and skills in Microsoft
Word, Excel. PowerPomt and Outlook Launched and established re~onal desktop training program
serving ROO employees in r-.1icrosoft Office as well as proprietary software.
• Proposed and co-led training team in the purchase of standardized training courseware.
• Segmented class offerings into shorter, more modular topics maximizing training efficiency
and minimizing the learner's time away from their desk.
• Orgaruzed courses to highlight features that produced time-savings benefits.
• Conducted needs analysis regularly developing and/ or modifying courses to meet current or
upcoming learner needs.
• Coordinated region-wide training for desktop platform migration negating employee
downtime, leading to improved productivity using new technology.
• Recruited on speci.1.l one year project by Corporate HR to facilitate workshops on racism as
part of the corporate programs on diversity.
Workers' Compensation Underwriting Manager (1996 -1999)
Profitably supervised small team of underwriters covering the Orange County, San Diego and Inland
Empire areas in writing and retaining a $30 million book of business. Worked with Sr. Management
to establish goals, guidelines and business direction. Developed and maintained effective business
relationships with internal and external clients to attract, develop and retain profitable business.
Successful development of employees providing regular feedback and conducting annual employee
performance reviews.
• Analyzed quality and ()uantity of risks tmderwntten.
• Reviewed segment profit/ growth results and trends.
• Recommended and implemented action plans to produce profitable underwriting results.
• Conduct underwriting audits and other technical quality review programs.
• Hire and train team members.
• Incorporated the use of Excel into data analysis of accounts which translated into faster
analysis and reduction in errors.
EQUCATION
B.S. Degree, Business Management-Finance
Brigham Young University, Provo, UT
VOLUNTEER WORK
• In 2.010, co-chaired a team of seven volunteers in successful five month campaign to search
out and hire a new music director for non-profit
• 1998 to present. Mentor in the Big Brothers/Big Sisters of Orange County program
ASSOCIATIONS
ASTD -Orange County -Member
T&D -Training & Development (Linkedln)
The Teacher's Lounge-Trainers and Instructional Designers (Linkedln)
SCOPE OF WORK DESCRIPTION
Work Sheet for Program Budget
Consultant
FEE$ tloom or Flat Fee TOTAL$
1 PROGRAM APPLICATION PROCESSING
I
1.1 Review and screen the waiting-list applications for program eligibility. s 25.00 50 $ 1,250.00
__ _j_Contact all waiting list applicants (currently 228 applicants) and provide the following information: =-I 1.2 s 9,000.00 -
a. Current program description and eligibility reauirements. $ 25.00 100 $ 2,500,00
b. Describe the waiting list process and provide the current anticipated timeframe(3 to 5yearSf. $ 5.00 100 $ 500.00
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. $ 25.00 100 $ 2,500.00
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
I Update the applicant contact information for applicants in order to provide future updates and housing support
e. service recommendations as household conditions chanae. $ 10.00 100 $ 1,000.00
---Update the waiting list with current infonnation and status updates. 1.3 s 10.00 228 $ 2.280.00
!Provide Quarterly updates -mail letters annuallv I
I I
_j Determine appropriate household size for the available unit(s).
I
1.4 s 5.00 5 s 25.00 ~ units become available in the Little Hollywood neighborhood, the Housing Consultant shall contact all waitingJ
1.5 -list applicants and obtain/complete the following: -$ 3,025.00
a. Copies of child custody and divorce documentation (if applicable). $ 5.00 5 $ 25.00
Conduct an initial interview with households to review Program Guidelines and to
b. determine if they are qualified for the prog_ram based on the following Program Guidelines: $ 150.00 5 $ 750.00
i. U.S. Citizenship/Permanent Alien Resident Status. ------ii. Evaluate the household income to determine projected rent.
Iii. Household size.
lv. Household priority.
v. Initial household backaround check.
c. Complete in-depth reviews of waitinq list applicant's household gross incomes to determine final income level. $ 150.00 5 $ 750.00
I. Credit reports.
li. Bank savings and credit accounts for the past three months.
Iii. Pay stubs for the past three months.
jv. Tax filings for the past three vears.
v. Income to debt ratio.
7/6/2015 9:08AM
SCOPE OF WORK DESCRIPTION
Work Sheet for Program Budget
Consultant
FEE$ Hours or Flat Fee TOTAL$
Complete in-depth criminal background check of household members to determine if there is a history of
d. alcohol/drug abuse, or criminal history. $ 75.00 5 $ 375.00
e. Complete final interview with qualified households. $ 50.00 5 $ 250.00
C31ctllate ren!s a11d security deposits for qualified households based on household size, unit size, and household
f, income. $ 20.00 5 $ 100.00
Determine if a payment plan for security deposit paymen!s is necessary, and establish appropriate terms to be
Q. included in the lease agreement. $ 20.00 5 $ 100.00
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 5 $ 250.00
I. Meet with selected household to complete lease and siQn the lease and Program Guidelines. $ 20.00 5 $ 100.00
j, Submit siQned lease and guidelines to the Authority for final execution. $ 10.00 5 $ 50.00
k. Obtain copy of driver license, auto registration, and auto insurance for household drivers. $ 5.00 5 $ 25.00
Complete household walk through, leasing checklist of rented conditions, and provide household with key,
I. lparking pass. and guest pass. $ 50.00 5 $ 250.00
2 CASE MANAGEMENT -PROGRAM AND PROPERTY MANAGEMENT ---·-_I I -2.1 Review and screen the waiting list-applications for program eligibility. $ 10.00 so $ 500.00
louarterly review responses. and inquiries-mail information requested on housing and stpport servi.c_es I
Perform weekly reviews of household budgets for irregular expenses and council on appropriate and/or
2.2 concerning spending. $ 50.00 28 $ 1,400.00
I I
Perform weekly meetings with the Neighborhood Walch captains regarding matters of safety concerns and
2.3 reports of criminal activity in the community. $ 25.00 52 $ 1.300.00
.r;:-erform weekly inspections of neighborhood for maintenance concerns.
L
2.4 $ 25.00 52 $ 1,300.00 I I
2.5 -Perform monthly home visits to review all Little Hollywood and Rental Subsidy Program household situations. $ 195.00 26 $ 10.500.00
a. Review the household compliance with the Program Guidelines. $ 50.00 28 $ 1,400.00
b. --V«!!!.!Y_monthty rent e!Y,111~11! ----_$ 25.00 28 $ 700.00 -
c. Inspect households for maintenance concerns. $ 50.00 28 $ 1,400.00
d. Establish and evaluate goals and needs for each family member. $ 250.00 28 $ 7,000.00
i, Educational and vocational
ii. Career
iii. Financial
iv. Personal
2 7/6/2015 9:08AM
SCOPE OF WORK DESCRIPTION
Work Sheet for Program Budget
Consultant
FEE$ Hours or Flat Fee TOTAL$
Provide twenty-four hour, seven-day a week contact service for tenant maintenance not identified at monthly
2.6 ins~ections. s 5,200.00 1 $ 5,200.00
I The consultant shall complete the following when maintenance concerns arise:
_I
2.7 $ 2,520.00 -
a. Document all evidence of necessary maintenance through photos. $ 10.00 28 $ 280.00
b. Receive three bids for all maintenance repairs from Authority approviid 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 AuthorJ!y_ 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. $ 10.00 28 $ 280.00
----Scheduling monthly workshops on Friday nights for educational and growth opportunities for all program
_j
participant's attendance (i.e budget management, credit oversight, first time homeownership opportunities, etc.).
Workshops are scheduled on Friday evenings due to household work and school schedule and the
2.8 ---Community Center's availability. -$ 8,760.00
a. Schedule speakers -provide printed materials $ 350.00 12 $ 4,200.00
b. Provide refreshments for all households. $ 200.00 12 $ 2,400.00
c. Provide child care services with the followin~ requirements: $ 180.00 12 $ 2,160.00
i. CPR training.
ii. First Aid cards.
i. 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,[)00.00 1 $ 30,000.00
Career Counseling Employment Assistance Senior Services
Child Care ESL Classes Tax Preparation
Tutoring Financial Evaluation Wei/ness Program
Vocational Training Goal Setting Plans Legal Assistance
Credit Counseling Health Education School Readiness
_j
Provide twenty-four hour, seven-day a week contact service for Little Hollywood
2.10 and Rental Subsidy tenant counseling. $ 8,100.00 1 $ 8,100.00
l Annually re-certify all households. I 2.11 s 7,560.00 I I
a. I Determine if household size is still appropriate the unit. I S 10.00 I 28 I $ 280,00
3 7/6/2015 9:08AM
SCOPE OF WORK DESCRIPTION
Work Sheet for Program Budget
Consultant
FEE$ Hours or Flat Fee TOTAL$
b. Complete in-<lepth reviews of household gross incomes to determine current income level. $ 150.00 28 $ 4.200.00
i. Credit reports.
i. Bank savings and credit accounts for the past three months.
iii. Pay stubs for the past three months.
iv. Tax filings for the past three years.
-~ Income lo debt ratio. -----r----
c. Calculate change in rents (if any) for households based on household size, unit size, and household income. $ 20.00 28 $ 560.00
d. Review all household member goals and progress toward meeting short-term and long-term goals. $ 25.00 28 $ 700.00
e. Meet with the Authority's Housing Coordinator to finalize household approval for re-certification for available unit. $ 20.00 28 $ 560.00
f. Meet with selected household to complete lease and sign the lease and Program Guidelines. $ 25.00 28 $ 700.00
g, Submit signed lease and guidelines to the Authority for final execution. $ 20.00 28 $ 560.00
---'Attending training and meetings as requested. 2.12 . $ 150.00 4 s 600.00
I J 2.13 Provide the Authority with weekly updates regarding the program status. $ 3,900.00
~-I
a. Review household concerns and successes. $ 25.00 52 $ 1,300.00
b. Review maintenance concerns and anticipated capital improvements. $ 30.00 52 $ 1,560.00
c. Review expected vacancies. $ 10.00 52 $ 520.00
d. Review activi ty of waiting lists. --s __ 10.00 52 --$ __ 520.00 ---
---Provide quarterly written reports to the Authority on all Little Hollywood and Rental Subsidy household's r
2.14 progress in the program, including the following: -s 1,900.00 --
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
c. Status of all household members' education. $ 50.00 4 $ 200.00
d. Status of support services used by lhe household. $ 50.00 4 $ 200.00
e. Status of workshop attendance. $ 25.00 4 $ 100.00
f. Status of home inspection. $ 150.00 4 $ 600.00
g. Recommendations or comments on !!l~~~L_Jseh_!?!d~ _prQQres_!{if n~ces~ry)'----------·-~ 100.00 4 $ 400.00 -------
4 7/6/2015 9:08AM
SCOPE OF WORK DESCRIPTION
Work Sheet for Program Budget
Consultant
FEE$ Hours or Flat Fee TOTAL$
Provide annual Written repor1s to the Authority on the progress of the households who have exited --
2.15 the program and maintained contact, including the following: s 1,400.00 --
a. Status of housing, s 10.00 35 s 350.00
b. Status of all adults' employment. $ 10.00 35 s 350.00
- ----------· ----c. Status of all household members' education. $ 10.00 35 $ 350.00
I
d, Comments on the household's progress (if necessary). $ 10.00 35 $ 350.00 I
--2.16 Complete an exit interview and walk through of unit for each exiting household. s 1,625.00
a. Provide a list of any unit damage and procure bids to remedy. $ 50.00 5 $ 250.00
b. Document all evidence of necessary repairs through photos. $ 50.00 5 s 250.00
c. Receive three bids for all repairs from Authoritv approved contractors. s 100.00 5 $ 500.00
Prior to the twenty-first day following the household's vacancy, provide final letter by certified mail to exiting
household of the itemized damage, written estimate to repair damage, and total Security Deposit amount
d. remaining to be reimbursed. s 25.00 5 $ 125.00
e. Provide the Authonty with exit summa[}: indudif!.!!: $ 100,00 5 s 500.00
i. Move-{)Ut inspection analysis.
li. Bid estimate for repairs.
Iii. Photo documentation of unit condition and repairs.
! iv. Final letter sent to the household.
v. Security Deposit amount to be reimbursed.
-·-·-----vi. Household forwarding address,
-'complete eviction procedures in accordance with State taw if necessary. ---2.17 ---s 250.00 1 $ 250.00
\City to seled the attorney and contract the legal costs -legal costs not included in this budget
3 I RENTAL SUBSIDY PROGRAM -l j -----
Make rent payments to Landlords by the first of each month. The Authority wilt reimburse the Housing Consultant
3.1 this expense with the Authority's standard invoicing/payment process (every two weeks). $ 25.00 4 $ 100.00
_j Act as liaison between tenant and independent Landlords for any maintenance concerns and/or landlord tenant
3.2 disputes. s 50.00 4 $ 200.00
I 3.3 Keep records of all household's progress, maintenance, and program compliance. $ 25.00 4 $ 100.00
5 716/2015 9:08AM
SCOPE OF WORK DESCRIPTION
Work Sheet for Program Budget
Consultant
FEE$ Hou"' or Flat Foe TOTAL$
3.4 -Oversee the household's compliance with the Authority's Program Guide"nes. -$ 200.00
Provide the Authority with written correspondence of any household that is in violation of the Program
a. Guidelines, $ 25.00 4 $ 100.00
Attend meelings with tenant households and Authority representatives to discuss violation and possible
b. !!:ll:l.er~~ns. _$ 25.00 4 $ 100.00 -
4 ---Program/case Management Team Assessment of Tenants -Education, Counseling, Finance <1nd $1,050 12 $ 12,600.00
Property Management
The budget line items may change due to program service needs but not to exceed total budget approved.
GRAND TOTAL FEES $ 115,595.00 Annually
$ 211,924.17 for 22 months.
6 7/6/2015 9:06AM