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15-0804_MDM & ASSOCIATES_Personal Services Agreement PERSONAL SERVICES AGREEMENT THIS AGREEMENT is made, entered into, and shall become effective this 15th day of August, 2015, by and between the San Juan Capistrano Housing Authority(hereinafter referred to as the "Authority") and MDM and Associates (hereinafter referred to as the "Consultant"). RECITALS: WHEREAS, Authority desires to retain the services of Consultant regarding the Authority's proposal for property management and support services for the Authority operated Little Hollywood and Rental Subsidy affordable housing program; and WHEREAS, Consultant is qualified by virtue of experience,training, education and expertise to accomplish such services. NOW, THEREFORE, Authority and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by the Consultant shall consist of those tasks as set forth in Exhibit'A,"attached and incorporated herein by reference. To the extent that there are any conflicts between the provisions described in Exhibit"A"and those provisions contained within this Agreement, the provisions in this Agreement shall control. Section 2. Term. This Agreement shall commence on the effective date and shall terminate, and all services required hereunder shall be completed, no later than June 30, 2017. At the discretion of the City Manager, this agreement may be renewed for an additional 12 months through June 30, 2018. Section 3. Compensation. 3.1 Amount. Total compensation for the services hereunder shall not exceed Two Hundred Eleven Nine Hundred Twenty-Four ($211,924) as set forth in Exhibit B and reimbursement for rental payments shall not exceed One Hundred Forty-Four Nine Hundred Eighty ($144,980). 3.2 Method of Payment. Subject to Section 3.1, Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for such monthly period. The 1 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. Sect_ 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 2 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 3 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 4 by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self-retention amount, and an additional insured endorsement naming Authority, its officers, employees, agents, and volunteers as additional insured as respects each of the following: Liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned,occupied or used by Consultant;or automobiles owned, leased, hired,or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded Authority, its officers, employees, agents, or volunteers. 14.5 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to Authority, except that ten(10)days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.6 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. 14.7 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the Authority has issued a written "Notice to Proceed"verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. Authority shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to Consultant. In addition, this Agreement may be terminated by any party for cause by providing ten (10)days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or 5 to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To Authority: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Laura Stokes, Housing Coordinator/Assistant Planner To Consultant: MDM & Associates P. O. 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] 6 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. SAN JUAN CAPISTRANO HOUSING AUTHORITY B . erryu i , hairperson CONSULTANT By: Mar6af6f McClean, Consultant MDM & Associates i M n , City CI1z') APPROVED AS TO FORM: Jeff�i yyal n�Ci Attorney 7 N C C N „ d 'C E y •O '� a 9 � C p, y N � tri � Q 41 f u 4 � 1 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 Drop-rams include: • Budget Preparation and Review—weekly,monthly,quarterly,annual re-certification • Career Counseling--College Counseling—Grants,Scholarship Opportunities • Case Management—weekly,monthly,quarterly and annual evaluations • Childcare:during workshops,school preparedness,after school and summer programs • Computer training and tutorial programs for—students and adults • Counseling,support groups,individual and family therapy parenting skills,anger management and developing healthy relationships • Credit Counseling,debt consolidation,first time homebuyer preparedness • Employment assistance,skills assessment,resume development,career clothing • ESL classes • Family resource services • Financial evaluation and credit monitoring • First Time Homebuyer preparation and support services • Goal setting,short term,interim,long term—professional,personal,financial • Health education programs,first aid,CPR,disaster preparedness • Legal assistance and mediation services • Nutritional evaluations and community food distribution programs • School readiness • Senior service programs,nutrition,counseling,legal,professional services, transport, elder abuse and identity theft prevention, 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. 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 proaram. 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 employment: and over 38% of the families fulfilled their long term goal to be a first time home owner. I 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 10'b day of each month • A late fee of$50.00 is due if rent is paid after the 10"`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/mahtal, 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 10th of each month. A $50.00 late fee is due if paid after the 10`h of each month. The tenant provides the case manager with a rent receipt or bank statement confirming that the rent,late fee or Security Deposit, if applicable,was paid. 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 fixture. The families in this program are focused and want to make a positive difference within their family and within the community as well! 4 Ellelbility 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 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 residents, they are given the program guidelines and agreement to read and sign.The new tenant signs the lease,security deposits required and the rent 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 grogram manager, counselors and collaborative partners assist the families in the housing Rmg=bbyproviding 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 `I 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 necessary tools within a Positive environment can raise an individual's self- esteem and Improve their Potential for success as they continue to work towards achieving self-sufficiency. 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: (1) That all residents in this program will be strengthened through their case management, life skills training, budgeting, counseling, workshops,job development and family support services to achieve the goal of self-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 fcnancial "Reserve"for future housing and emergencies (4) That upon exiting the program residents 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 dea&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 Wellness Foundation Women Helping Women Working Wardrobes WIC *Additional collaborative agencies and professional services are selected based on the family's need. 11 MDM and 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 Lie# 34017 Ann Friedman,LMFT Lie# 39893 Desiree Delagarza,Psy.D Lie#19575 Paul Gillane,LMFT 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 SCOPE OF WORK OESCR)PTION Work Sheet for Program Budget Corr•r11an1 Pff Ibs•w•Y f. 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S 5A0 5 S xSAO I:wWE,wirillial inWVYw Mb MbwllWebreaveP yrem(WilNinweNb p, delemHbllM era IMN fuM nm pewewbefNmnn Pm mm Ould•Arlm $ 150.W 5 f 750.W 1. IIS.Citr MhV4mmwsNAlwrfieidniSWM, E EvalubMMspde irmrieb eeYrmM tlM rml I G IWwbN wa. H. IIEusYW W W Iwvtlnp Nerfc Cwn irft mAewe Efw t G Ilv➢b NErreeepok inwmw be mm GW YMM b➢M ,WAO 5 INN CwM h � eacrt0ilmrYa brM breo manM. (� awbMM IHeemmM. H. 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Rxrre Tree dtla tial maNbru✓s fiam. _ _ mNamn. s 6o.U0 - ]B — s illm.m' Send all aw maanmYtlmm aMONswR aNp Leu4mbrb 3-tow m mm a. rom n S 299.m omarem Yeritlenumr.p.ns uwynWm as sam al gwbeawrdbbme w W.Mewy. lom m s M. StlletluYy monWywt Ngsm Fiatrr�IbbaOluAma]etlywMapperWYeabipopan patigem's aih�bsmlle dkVm mao2mvtoMMlaVr2.M6ele OomapamlYep wwu+on.eeA WaM1shW+are iwb —stlrfrilayewrc:psrbe btmNdJwhatl etlml alltlWa stl oe Conlw:ry CenMh ava ]6y. km.w -- .S?a]we s, xers-c�cMe-nnum mavreh S SSOm 12 S 'km.m b. _ plw rthmbmens br_all Maaebldv S mm 12 $ Z4mm IPrakletlilm2servrs MM Tvbbet S Imm +2 S 2169.m F IitloW. _I Crvnhm �dMC Ytlearaxe. Rwbe Y lNtle HYyamJ atl RwW SudbyMM MT mmebgan suppwlnrvlme®ishJ. Supppnaeabenm ba lsenmmv+bwq rummvmr'a Tltlpetmminubedn rol OeureWo w. f so6mm 1 S z m0.60 Cueerfuwae0 5tEbynarl A.viNnre Serr'ar Servwxa LIiD6re ESL LIama Tax Preps i Fvwael EvWaEml WelVressP ry VouloWTMM GW Se Pens Amislero Lre6t fame Hep'Ul Fdwfm Llao'Res6reax PbleaBVae-0ryaNBBk6n6c1 aervze brLllb Xm)` Ja veM AmWSubsidylunrcwNg. S Biwm S B10A Annuauy leurorym npu:enpms. i ]680.00 —onpmioanppxMN eve a.Y.ppmetlole tM1 s lam 1 26 s 26am 3 71WD159MM SCOPE OF WORK DESCRIPTION Work Sheet for Program Butl et CwJbn s IFu..PY F� mms n Cam MieNexa o111W4deYtl loeammresmaemmmea�rell[Ircmy WN. E tSo.W ID '. s 42WW l Cretlln t eenx atlaetl3emanb trYr tleee moMM, a [bbaMMCmIIha MYM. I TY trine uaee mWm.waw om. - - _ . Ifdlpib4 clm mrmt nen bM1EBIWl4NGE pnIWleKtl OM 41l e1L aM 11Wrd1JEL�IC. a PDm m i WN e ReliwtlM1w¢eMk menbar win pooressldnN mse3M eMtl WmeM Ia�IPb�m i 35m ID 3 MW Nedr;NYw sHpuv Cowanamrbhame museFde appweltr�e�rYA®tlm4avNe0b�e111. S IDm ID $ 580L0 1, IMNMNfeMGetR lro'EwmmPen leaseaN sign lnClCdSC eM P�Pfin QIWYMa. S mm n S 1WW _9uGm#agnWlenxe V601neab the AutMly fol rmnl em:Nipn. f Zlim Y! S $f090 2.1$ f iwm 4 f MIN 13 3 3.900Jp _ lana wveaaa. ,S tsm 52 S 1]Wm u. RpNaweuHua¢m¢vm a,w iauiale0 op4i imp�wn�nWs. _ _ _ :3 W.W 32 3 I.SWm .S10.W w 3 630W E flwew dnxiryalwamgll4a 3 io.W R $ mm PmWe mgaMar repom la IR AatwMma9 Llme nmrmm am nenw subslM Iwsaroa's 24 tMbWg. $ lmom ♦ ShmadnM mMcnti.LurrenNalc anE artwnl Cf bk bas a[smaeE f SO.W 4 f AO.W G SbWadaA aOul¢'em bymenl -- _ - -S _W.W 4 3 ]W.W siWndM rou .Mu memcera ecura:�m - - i sYm 4 S Nom e Sbmdw wee ur ina nousamk f Wm 4 $ Nom Shkbd+wf[ropanawanrti ___ �f IDm I S Imm t. sbdbalamp vapecuo�__-_ — _ — _ _ _.$ Iw.W i 4 is sW.W p. RevambMe4msv�mmwnta onlM MImM1MYPWW(Y masauy). - � 3 1Wm 4 3 4Wm _ 4 ].6/A15 aY1B/Jl SCOPE OF WORK DESCRIPTION Work Sheet for Pro ram eua et CewlsYr PlCi x.aebrrw 1nPNxs Pcasle amrrintemlb bMMlslubmSbP W redM IntlMYrc Me aitl 216 5 1 mm SYNd s tom M s Mom e SYDmrradWb'e mL s to.w M 5 MW amarr wwMYnwNba•seiv5m. f tom 31 E CwmmWmge bwehtl'aPmeb Nn s tom m i INN u cmor.amsrlwr..rrrls.agnrl.sbrewsl.aY�Ivwbb. s tsum Prouvleabtal ur ereA um Sea mneme s wJw 5 5 mm E IOmmeRellNYblRd R Inm 5 W,w 5 5 ]MAD Re.Xewdr MrRpre I.PugodtJ appwad wnUaJwa. s Imm 5 f mm Pmr b qe barayM1n dry Mbtlg qa MceIWTa v+u/.probe Nml 41br by waistl mr b etlLLq MwYW r on lillYaE hmia.WW ermW m IePr dv . bb m'L 5e DaDean amaX d. Ybe rslmhmam. s nm 5 s 1PS.m __ RUYdeM/ulnlsyle>Amdwmv�adulrg s IN.W 5 s _ 5oom _ _ _ I. 5bawllm enol _ I i. DN YOTab FN u. Plmm aonemenmba Eunn mr5pnaeere IR. _ N. FaW YmrWbOb lnumeoH KFIdWoM _.MwanY9�pNm - _ _ _ 217 Dpn{'YIe eJWdl mX.aRelncmOeRe x11X SINe IwvXlbwawy, s MD.m 1 s Mom •(:M b fe1M IM etlarcyand ra„mt Xe legal rusts legal mla m11MWed b qu ptlwl I s IIEI usuesmyP mm YeYe M wPrel4b lal8ada W tlb W rwN moliF.the NAnnIYwS RiMxYr tlw HrulMf.uaYYi x1 stlaeepmrn me.4winya mnderd MwHrgrpsrnieR pocev lb'an evo eeesels am a s tmm INE r Wwn Nlbeerr I.M aM hbpMxR lrtlYrda{a arty mlmeiweb wncelne vWa Iwddd krmtl ss lepra... s mm a s M ..m M remdaprlro-rWrd01 meibawea.aM f n s s IN 5 7. is mN1a SCOPE OF WORK DESCRIPTION Work Sheet for Pmgram Sud el GwiYs FEES l`w.rftl lr IDi�Lf ' Q9mm Felnsltlde mmpWa99091eNNusWh Pm91aWW Dadefnr. 5 ]mm. Pi9eW en NNmry xm x1� rnepatlem a e�W MUNIgb pW 4 h Naatlon a Ne Pmgan' GiitleGs f 05m l 5 10600: Rtlud me.&W eM b t Ma1vWs aW NOIVWW Rp9ie11NMYe6 b Oxwa vHBYT eM poulM _4- _nP m s zm 0 $ loom PIOyy9CW NYlipWpy Te&nMRYTMaTMYWb- FAOYe FIWWIM aY SI.W 1z s 'Mmm� _ P TY Wb¢I4MMN11 yaIRJe EYeb P�6le ey'IkBWYYh9lmibeII9Yl bbIdW1lmam ce,WororM refs — s tls.se5m $911.99/.171 brV momM. 1 i B 79 1591k M1