HomeMy WebLinkAbout1994-11-15; Housing & Redevelopment Commission; 264; Administer the Family Self-Sufficiency Program/:““r -/p&3 HOUSING ANf-TEDEVELOPMENT COMMIS,-JN - AGENDA SILL,& .Y3\ v
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AB# %id-f TITLE: AUTHORIZATION TO AWARD CONTRACTUAL
SERVICES TO ADMINISTER THE FAMILY DEPT. ih FA-
MTG. +i+?~ SELF-SUFFICIENCY (FSS) PROGRAM TO LIFELINE ClTYAlW
DEPT H/RED COMMUNITY SERVICES OF NORTH SAN DIEGO COUNTl' . AND EXECUTE THE CONTRACT CITY MGR~-
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RECOMMENDED ACTION:
ADOPT Housing and Redevelopment Commission Resolution
No. z&I , awarding the contract to administer the Family
Self-Sufficiency (FSS) Program to Lifeline Community Services
of North San Diego County.
ITEM EXPLANATION
On July 26, 1994, the Housing and Redevelopment Commission authorized Staff to appropriate $30,000.00 from the operating
reserve account of the Section 8 Rental Assistance Program in
order to distribute a Request for Proposals for contractual
services to administer the Family Self-Sufficiency (FSS) Program. The contract awarded is for a two-year period.
The FSS Program is a mandate of the Department of Housing and Urban Development (HUD) to be administered by the Carlsbad Housing Authority. The FSS Program is designed to enable unemployed, underemployed or undereducated very low-income families to achieve economic independence from welfare assistance. Participants receive assistance in removing barriers that prevent them from engaging in job-training programs, educational programs and/or employment opportunities.
The catalyst of the FSS program is the case management involved
in assisting participants to overcome barriers that prevent them from becoming self-sufficient. A Case Manager is assigned to each FSS program participant in order to: (1) Identify career goals; (2) Identify the barriers which prevent achievement of those goals; (3) Identify the steps they must take to become successful; (4) Access the needed supportive services; and, (5) Provide moral support. The case manager meets regularly with each participant to monitor his/her progress and resolve problems that prevent the achievement of goals. The case manager also networks within the community to form a collaborative effort with other social service providers.
On September 4, 1994, the public was notified of the Request for Proposals for.contractual services to administer the FSS Program. The deadline to submit proposals was September 23, 1994. Two respondents submitted proposals within the established deadline; Lifeline Community Services of North San Diego County and The Salvation Army. While both proposals have merit, Lifeline presented a more detailed proposal, currently provides many of the required services and appears ready to implement the program immediately. Lifeline also scored higher in the pre-established criteria for evaluating proposals as outlined on the attached evaluation forms.
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PAGE 2 OF AGENDA BILL NO. bwf
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On October 13, 1994, the Housing Commission approved a recommendation to award the contractual services to administer the FSS Program to Lifeline Community Services of North San Diego County. The Commission did raise two questions about the Lifeline proposal: (1) The accessibility of Lifeline to the clients and (2) The ability to provide the required services within the budget provided for. Staff's evaluation of Lifeline's proposal found it to be satisfactory regarding both
questions. Additional clarity and confirmation was provided by
Lifeline through the attached letter.
FISCAL IMPACT:
Funds for the administration of the FSS program for a two-year
period have been appropriated from the operating reserve
account of the Section 8 Rental Assistance Program. Additionally, HUD recently made funds available for the administration of the FSS Program for a one-year period. In
accordance with the provisions of the HUD application, staff applied for $24,180 to fund the cost of contractual services
for the FSS program in future years.
EXHIBITS:
1. Housing & Redevelopment Commission Resolution
No. Ah/ APPROVING the award for contractual services for the administration of the FSS program to
Lifeline Community Services and executing said contract.
2. Evaluation of Request for Proposal
3. Letter from Lifeline Community Services of North San Diego
County dated, October 18, 1994
4. Agreement between the Carlsbad Housing & Redevelopment Commission and Lifeline Community Services of North County
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HOUSING AND REDEVELOPMENT COMMISSION RESOLUTION NO. 761
A RESOLUTION OF THE HOUSING AND REDEVELOPMENT COMMISSION
OF THE CITY OF CARLSBAD, CALIFORNIA, APPROVING THE AWARD
FOR CONTRACTUAL SERVICES OF THE ADMINISTRATION OF THE FAMILY SELF-SUFFICIENCY PROGRAM AND AUTHORIZING THE EXECUTION OF THE CONTRACT
WHEREAS, The Housing and Redevelopment Commission has
previously recommended that staff distribute a Request for
Proposals for contractual services for the administration of
the Family Self-Sufficiency Program; and
WHEREAS, the proposal submitted by Lifeline Community
Services of North San Diego County, 200 Jefferson Street
Vista, California, 92084 to administer the Family Self-
Sufficiency Program is acceptable;
NOW, THEREFORE, BE IT HEREBY RESOLVED, By the Housing and
Redevelopment Commission of the City of Carlsbad, California,
as follows:
1. That the above recitations are true and correct.
2. That the Housing and Redevelopment Commission hereby
approves the award of contractual services for the
administration of Family Self-Sufficiency Program to Lifeline
Community Services of North San Diego County.
3. That the Chairperson of the Housing and
Redevelopment Commission is hereby authorized and directed to
execute the contract, a copy of which isattached.
. . .
. . .
,
1 PASSED, APPROVED AND ADOPTED at a special meeting of the.
2 Housing and Redevelopment Commission of the City of Carlsbad,
3 California, held on the 15th day of NOVEMBER , 1994, by
4 the following vote, to wit:
5 AYES: Commissioners Lewis, Stanton, Kulchin, Nygaard, Finnila
6 NOES: None
7 ABSENT: None
8 ABSTAIN: None
13 (1 ATTEST:
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(SEAL)
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AGREEMENT FOR CONSULTANT SERVICES
TO PROVIDE CASE MANAGEMENT FOR THE
FAMILY SELF-SUFFICIENCY PROGRAM.
THIS AGREEMENT, made and entered into as of the 5th day of DECEMBER
19 94 , by and between the CARLSBAD HOUSING AND REDEVELOPMENT
COMMISSION, a public body corporate and politic, hereinafter referred to as
“Commission”, and Lifeline Community Services of North San Diego County, hereinafter
referred to as “Consultant”.
RECITALS
WHEREAS, the Carlsbad Housing and Redevelopment Commission requires the
services of a Consultant to provide the necessary case management services for the
administration of the Family Self-Sufficiency (FSS) Program; and Consultant possesses
the necessary skills and qualifications to provide the services required by the
Commission;
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, Commission and Consultant agree as follows:
1. CONSULTANT’S OBLIGATIONS
The consultant shall work under the contract monitoring of the Commission
which is staffed by the City’s Housing and Redevelopment Department (Director). The
scope of services for the case management of the Family Self-Sufficiency Program for
a two-year period is as follows:
A. Coordination:
1. byg!op anddjstrjbte outreach material, recruit and select 30 paxtjcjpatj~g
farni!ies: To be eligible, families must be participants in the Housing
Rev. a/24fx
2.
Authority’s Section 8 Rental Assistance Program. The Director has
developed some outreach materials and will assist in the development of
others. All outreach material developed by the consultant must be
reviewed by the Director prior to distribution. The consultant will meet on
a quarterly basis with the Consortium of Family Self-Sufficiency
Coordinators.
Establish boards and committees as required: A Program Coordinating
Committee (PCC) consisting of representatives from counseling services,
educational programs, occupational training programs, employment
3.
4.
assessment and ,placement specialists, child care providers, single parent
and displaced homemaker programs, and tenant representatives has been
established and meets on a quarterly basis. The consultant will meet on
a quarterly basis with the PCC. Other boards may include the formation
of a participant board to assist in the development of the program.
Provide access to existinq social service providers: Consultants must
provide a process for program participants to gain admission to the
programs/services rendered by various social service providers, including
vocational and educational institutions. The case manager acts as an
advocate for the participant in obtaining services.
Provide all necessarv timelines, monthlv reports, and monitorino svstems:
The consultant will establish timelines and monitor the progress of all
participants in meeting their goals to become self-sufficient. Statistical data
must be maintained to record outreach efforts, numbers of families which
achieved their goals and numbers of families which began the program, but
2 Rev. 8/24/W+
did not achieve their goals. The consultant will comply with all established
timelines and report schedules. All records must be maintained in strict
confidentiality.
Provide Case Management: B.
1. Conduct orientation workshops and onqoinq monthlv informational
workshops: Group orientation and assessment workshops may be
conducted. Social service providers from other agencies may provide
informational workshops, e.g. credit counselors, career counselors. Every
effort should be made by the case manager to conduct group workshops
and case management sessions when needed at the offices of the
2.
3.
4.
Commission.
Provide individual counselino sessions with participants as needed:
Case managers provide both Technical Counselinq - Who, what, when and
how to access services, as well as Supportive Counselinq - Provide
feedback, advice and motivation.
ldentifv barriers and needs of participants to become self-sufficient:
Barriers to self sufficiency may include: (1) Personal barriers - Lack of
goals, poor language and communication skills, lack of basic reading,
writing or mathematic skills, poor decision making skills or lack of support
(transportation, child care etc.). (2) Agency Barriers - Lack of knowledge
of social service providers, inability to access providers, and, lack of
cooperation between agencies.
Execute an FSS Contract of Participation for each familv: The Contract of
Participation (COP) documents the goals of the family to obtain self- .
3 Rev. 8/24/94
sufficiency. The initial term of the contract is five years (maybe extended
for 2 years). The case manager may set milestones for employment and
other activities leading to self-sufficiency early in the five year contract term
in accordance with the family’s abilities. Three pieces of information that
must be included in the COP are:
(1) Gross annual income, (2) The amount of earned income in the gross
annual income; and (3) Family’s contribution toward the rent or 30% of
monthly adjusted income for Voucher holders. Participants who achieve
their goals as outlined in the Contract receive funds deposited into an
“Escrow Account” during the contract period. Those funds, deposited by
the Commission, represent the monthly increase in earned income from the
beginning of the contract to the end of the contract period.
Develop an lndividualized Trainino and Service Plan to achieve self-
sufficiencv for all families: An Individual Training and Service Plan (TSP)
must be completed for the FSS head of household. Family members 18
years of age or older will be encouraged to execute an individual TSP.
The TSP organizes the COP into attainable steps. The resources and
services to be provided are contained in the TSP. It also contains interim
and final goals to be achieved. A mandatory interim goal for families
receiving “welfare assistance” is that all family members must be free of
such assistance within one year prior to the expiration of the contract.
Provide dav-to-dav follow-up and assessment of proqress made toward the
achievement of the qoals of the Training and Services Plan and the
Contract of Participation: Even though the COP is a legal agreement and
5.
6.
Rev. a/24/94 I
\i
appears rigid in terms of specificity, it must be viewed as fluid and flexible.
Reevaluation or renegotiation by mutual consent as changes occur, or at
periodic intervals, is viewed as an integral part of case management. Case
files documenting the progress of participants must be maintained
7. Provide required documentation and documents as requested bv the
Commission or the Department of Housinn and Urban Development: The
success of the FSS program will be measured by the following criteria: (1)
The number of families previously unemployed who obtain employment, (2)
The number of families who obtain better paying jobs, (3) The number of
families who obtain high school equivalency diplomas, or higher education;
and (4) The number of families who increase their income levels enough
to exceed the need for housing subsidies and/or “welfare assistance”. The
status of those monitored criteria are to be reported on a quarterly basis
to the Commission.
C. Reporting Requirements:
1. On a quarterly basis the consultant shall provide a report that
includes:
. A description of outreach activities carried out under the FSS
program.
l A description of the effectiveness of the program in helping
families to achieve independence and self-sufficiency, measured
by reports of specific progress toward COP goals.
l A description of the effectiveness of the program in coordinating
resources in the community to help families achieve self-
sufficiency.
l Recommendations by the consultant for legislative and
administrative improvements which would improve the
effectiveness of the program.
5 Rev. 8/24/94
On a quarterly basis the consultant shall provide a report on
following monitored criteria:
l The number of families previously unemployed who obtain
employment.
l The number of families who obtain higher paying jobs.
l The number of families who obtain high school equivalency
.diplomas, or higher education.
l The number of families who increase their income levels enough
to exceed the need for housing subsidies and/or “welfare
assistance”.
3. The consultant shall maintain racial and ethnic data with respect to
families who:
. Responded to outreach efforts but declined to participate.
l Elected to participate but did not execute a contract.
l Executed a contract and voluntarily left the program.
l Executed a contract and completed the program.
D. Program start-up and Timelines:
1. The work under this contract will begin within ten (10) days after
receipt of notification to proceed by the Director.
2. The two-year schedule for participants to enter into a Contract of
Participation is as follows:
First Year Second Year
1st Quarter - 5 1st Quarter - 30
2nd Quarter - 10 2nd Quarter - 30
3rd Quarter - 20 3rd Quarter - 30
4th Quarter - 30 4th Quarter - 30
2. COMM!SSlON OBLIGATIONS
The Commission shall provide the consultant with reasonable and appropriate
staff guidance, assistance and access to related materials in order to provide case
management for the FSS program. Staff will make their time available and cooperate
6 Rev. B/24/94
management for the FSS program. Staff will make their time available and cooperate
with the consultant to ensure case management is provided in a timely manner. Upon
reasonable notice, the Director will make office space available to conduct group
presentations and case management. The Commission shall make all arrangements for
the notification of participants of consultant sponsored workshops/presentations.
3. FEES TO BE PAID TO CONSULTANT
The total shall not exceed the fee payable according to Paragraph 6, “Payment of
Fees,” and shall be $30,000.00. No other compensation for services will be allowed
except those items covered by supplemental agreements per Paragraph 8, “Changes in
Work.” The City reserves the right to withhold ten percent (10%) of the total fee until the
project has been accepted by the Commission.
4. DURAl-1-N OF CONTRA=
This agreement shall extend for a period of two (2) years from Januarv 3, 1995 to
&-r!!a-y 3. 199z. The contract may be extended by the Director for one (1) additional
one (1) year period(s) or parts thereof, based upon a review of satisfactory performance
and the Commission’s needs. The parties shall prepare extensions in writing indicating
effective date and length of the extended contract.
5. PAYMENT OF FEES
Payment of fees shall be upon a quarterly basis as work progresses and
according to billing which includes a brief description of work completed during the
quarter.
6. CHANGES !!w!O!?K
If, in the course of the contract, changes seem merited by the Consultant or the
Commission, and informal consultations with the other party indicate that a change in the
7 Dar, II 17,. 101.
.4
a change in contract. Such changes shall be processed by the Commission in the
following manner: A letter outlining the required changes shall be forwarded to the
Director by Consultant to inform him of the proposed changes along with a statement of
estimated changes in charges or time schedule. A supplemental agreement shall be
prepared by the Director and approved by the Commission according to the procedures
described in Carlsbad Municipal Code Section 3.28.172. Such supplemental agreement
shall not render ineffective or invalidate unaffected portions of the agreement.
7. -- _------ COVENANTS AGA!+JST CONTINGENT FEES
The Consultant warrants that their firm has not employed or retained any company
or person, other than a bona fide employee working for the Consultant, to solicit or
secure this agreement, and that Consultant has not paid or agreed to pay any company
or person, other than a bona fide employee, any fee, commission, percentage,
brokerage fee, gift, or any other consideration contingent upon, or resulting from, the
award or making of this agreement. For breach or violation of this warranty, the
Commission shall have the right to annul this agreement without liability, or, in its
discretion, to deduct from the agreement price or consideration, or otherwise recover,
the full amount of such fee, commission, percentage, brokerage fees, gift, or contingent
fee.
8. IjONDlSCRlMlNATlON CLAUSE
The Consultant shall comply with all state and federal laws regarding
nondiscrimination in the provisions of services and the Equal Opportunity Employment
of Personnel.
9. -jElZ_M_!NATION OF CONTRACT
In the event of the Consultant’s failure to prosecute, deliver, or perform the work
8 Rev. a/24f94
as provided for in this contract, the Commission may terminate this contract for
nonperformance by notifying the Consultant by certified mail of the termination of the
Consultant. The Consultant, thereupon, has five (5) working days to deliver said
documents owned by the Commission and all work in progress to the Housing &
Redevelopment Director. The Housing & Redevelopment Director shall make a
determination of fact based upon the documents delivered to Commission of the
percentage of work which the Consultant has performed which is usable and of worth
to the Commission in having the contract completed. Based upon that finding as
reported to the City Manager, the Manager shall determine the final payment of the
contract.
10. DISPUTE3
If a dispute should arise regarding the performance of work under this agreement,
the following procedure shall be used to resolve any question of fact or interpretation not
otherwise settled by agreement between parties. Such questions, if they become
identified as a part of a dispute among persons operating under the provisions of this
contract, shall be reduced to writing by the principal of the Consultant or the Director.
A copy of such documented dispute shall be forwarded to both parties involved along
with recommended methods of resolution which would be of benefit to both parties. The
Director or principal receiving the letter shall reply to the letter along with a
recommended method of resolution within ten (10) days. If the resolution thus obtained
is rrnsatisfactory to the aggrieved party, a letter outlining the dispute shall be forwarded
to the Commission for their resolution through the Office of the City Manager. The
Commission may then opt to consider the directed solution to the problem. In such
cases, the action of the Commission shall be binding upon the parties involved, although
9 Rev. 8124194
nothing in this procedure shall prohibit the parties seeking remedies available to them
at law.
11. SUSPENSION OR TERlbljNATlON OF SERVICES
This agreement may be terminated by either party upon tendering thirty (30) days
written notice to the other party. In the event of such suspension or termination, upon
request of the Commission, the Consultant shall assemble the work product and put
same in order for proper filing and closing and deliver said product to Commission. In
the event of termination, the Consultant shall be paid for work performed to the
termination date; however, the total shall not exceed the lump sum fee payable under
paragraph 4. The Commission shall make the final determination as to the portions of
tasks completed and the compensation to be made.
12. sTA-!IJS OF THE CObjSULTANI
The Consultant shall perform the services provided for herein in Consultant’s own
way as an independent contractor and in pursuit of Consultant’s independent calling, and
not as an employee of the City. Consultant shall be under control of the Commission
only as to the result to be accomplished, but shall consult with the Commission as
provided for in the request for proposal. The persons used by the Consultant to provide
services under this agreement shall not be considered employees of the Commission for
any purposes whatsoever.
The Consultant is an independent contractor of the Commission. The payment
made to the Consultant pursuant to the contract shall be the full and complete
compensation to which the Consultant is entitled. The Commission shall not make any
federal or state tax withholdings on behalf of the Consultant or his/her employees or
slrbcontractors. The Commission shall not be required to pay any workers’
10 RCV. a/24/94
compensation insurance or unemployment contributions on behalf of the Consultant or
his/her employees or subcontractors. The Consultant agrees to indemnify the
Commission for any tax, retirement contribution, social security, overtime payment,
unemployment payment or workers’ compensation payment which the Commission may
be required to make on behalf of the Consultant or any employee or subcontractor of the
Consultant for work done under this agreement.
The Consultant shall be aware of the requirements of the Immigration Reform and
Control Act of 1986 and shall comply with those requirements, including, but not limited
to, verifying the eligibility for employment of all agents, employees, subcontractors and
consultants that are included in this agreement.
13. CONFORMITY TO LEGAL REQUIREMENTS --------
The Consultant shall cause all drawings and specifications to conform to all
applicable requirements of law: federal, state and local. Consultant shall provide all
necessary supporting documents, to be filed with any agencies whose approval is
necessary.
The Commission will provide copies of the approved plans to any other agencies.
14. OWNERSHIP OF DOCUMENTS ---_--_---
All plans, studies, sketches, drawings, reports, and specifications as herein
required are the property of the Commission, whether the work for which they are made
be executed or not. In the event this contract is terminated, all documents, plans,
specifications,’ drawings, reports, and studies shall be delivered forthwith to the
Commission. Consultant shall have the right to make one (1) copy of the plans for
11 Rev. a/24/94
his/her records.
15. REPRODlJCTION RIGHTS _____ ------------
The Consultant agrees that all copyrights which arise from creation of the work
pursuant to this contract shall be vested in Commission and hereby agrees to relinquish
all claims to such copyrights in favor of Commission.
16. HOLD HARMLESS AGREEMENT
The Commission, its officers, and employees shall not be liable for any claims,
liabilities, penalties, fines, or any damage to goods, properties, or effects of any person
whatever, nor for personal injuries or death caused by, or resulting from, any intentional
or negligent acts, errors or omissions of Consultant or Consultant’s agents, employees,
or representatives. Consultant agrees to defend, indemnify, and save free and harmless
the Commission and its officers and employees against any of the foregoing claims,
liabilities, penalties or fines, including liabilities or claims by reason of alleged defects in
any plans and specifications, and any cost, expense or attorney’s fees which are
incurred by the Commission on account of any of the foregoing.
17. ASS!GNM_ENT OF CONTRACT
The Consultant shall not assign this contract or any part thereof or any monies
due thereunder without the prior written consent of the Commission.
18. SUBCONTRACTlNG
If the Consultant shall subcontract any of the work to be performed under this
contract by the Consultant, Consultant shall be fully responsible to the Commission for
the acts and omissions of Consultant’s subcontractor and of the persons either directly
or indirectly employed by the subcontractor, as Consultant is for the acts and omissions
of persons directly employed by Consultant. Nothing contained in this contract shall
12 REV. a/24/94
create any contractual relationship between any subcontractor of Consultant and the
Commission. The Consultant shall bind every subcontractor and every subcontractor of
a subcontractor by the terms of this contract applicable to Consultant’s work unless
specifically noted to the contrary in the subcontract in question approved in writing by
the Director.
19. pW?!BlTED INTEREST
No official of the Commission who is authorized in such capacity on behalf of the
Commission to negotiate, make, accept, or approve, or take part in negotiating, making,
accepting, or approving of this agreement, shall become directly or indirectly interested
personally in this contract or in any part thereof. No officer or employee of the
Commission who is authorized in such capacity and on behalf of the Commission to
exercise any executive, supervisory, or similar functions in connection with the
performance of this contract shall become directly or indirectly interested personally in
this contract or any part thereof.
20. !/tJ’jBAL AGREEMENT OR CONVERSATB
No verbal agreement or conversation with any officer, agent, or employee of the
Commission, either before, during or after the execution of this contract, shall affect or
modify any of the terms or obligations herein contained nor entitle the Consultant to any
additional payment whatsoever under the terms of this contract.
21. ---------- SUCCESSORS OR ASSIGNS
Subject to the provisions of Paragraph 18, “Hold Harmless Agreement,” all terms,
conditions, and provisions hereof shall inure to and shall bind each of the parties hereto,
and each of their respective heirs, executors, administrators, successors, and assigns.
13 Rev. af24m
22. --_--- -- EFFECTIVE DATE
This agreement shall be effective on and from the day and year first written
above.
23. INTEREST CONEWjCT OF
The Commission has determined, using the guidelines of the Political Reform Act
and the Commission’s conflict of interest code, that the Consultant will not be required
to file a conflict of interest statement as a requirement of this agreement. However,
Consultant hereby acknowledges that Consultant has the legal responsibility for
complying with the Political Reform Act and nothing in this agreement releases
Consultant from this responsibility.
24. !NSI_IMNCE
The Consultant shall obtain and maintain policies of general liability insurance,
automobile liability insurance, and a combined policy of worker’s compensation and
employers liability insurance from an insurance company authorized to do business in
the State of California which meets the requirements of City Council Resolution No. 9l-
403 in an insurable amount of not less than one million dollars ($1 ,OOO,OOO) each, unless
a lower amount is approved by the City Attorney or the City Manager. This insurance
shall be in force during the life of this agreement and shall not be canceled without thirty
(30) days prior written notice to the Commission sent by certified mail.
. . .
14 Rev. af24m
The Commission shall be named as an additional insured on these policies. The
Consultant shall furnish certificates of insurance to the Commission before
commencement of work. 9- Executed by Consultant this ‘521, day of fijQm\X.( _ , ,gqcj --
CONSULTANT: CARLSBAD HOUSING AND
REDEVELOPMENT COMMISSION, a
public body corporate and politic of
the State of California
(sign here)
(print name here)
ATTEST:
(Proper notarial acknowledgment of execution by CONSULTANT must be attached.)
(President or vice-president and secretary or assistant secretary must sign for
_-___ sfimnratinns. If onlv onP=fi=z- ~~a~crr~ioamLLfitlf~~~~fitLPfQEfifi~------
STATE OF CALIFORNIA -
COUNTY OF% 6Q1 c”?o >
ss.:
On~~~tl*~~ ;‘;\\,\c\?j- before me, ~@-cL\ me\62 -- _--- --. --_ , a notary public,
%\k\ bl(z A ---\ _ personally appeared c --- .__
personally known to me (or proved to me on the basis of satisfactory
evidence) to be the person@jwhose named isjaresubscribed to the
within instrument and acknowledged to me that be/she/they.exe-
cuted the same inti/her/their authorized capacityjies), and that by
his/her/their signature ) on the instrument the person(s), or the
entity upon behalf o which the person($) acted, executed the
instrument.
Not;lrial Seal
._-.___ ___-. ._
The Commission shall be named as an additional insured on these policies. The
Consultant shall furnish certificates of insurance to the Commission before
commencement of work.
Executed by Consultant this 212 dayoffi\Ji!dx/ . , 1gqq .
CONSULTANT: CARLSBAD HOUSING AND
REDEVELOPMENT COMMISSION, a
public body corporate and politic of
the State of California
By:
(sign here)
(print name here)
ATTEST:
(Proper notarial acknowledgment of execution by CONSULTANT must be attached.)
(President or vice-president and secretary or assistant secretary must sign for
corporations. If only one officer signs, the corporation must attach a resolution certified
by the secretary or assistant secretary under corporate seal empowering that officer to
bind the corporation.)
APPROVED AS TO FORM:
using ‘& Redevelopment Commission
-Reptr+C/o -nisqSio#(CAttorney /” a
15 Rev. a/24/94
EXHIBIT 2
EVALUATION CRITERIA
1. Quality of Proposal, including comprehensiveness and responsiveness to the requirements of this Request for
Proposals:
LIFELINE - A comprehensive proposal. Conveyed a clear understanding of the program requirements and objectives. Detailed specific programs and schedule.
SALVATION ARMY - Proposal was somewhat brief but indicated a
grasp of the program. Did not provide detailed information on
program design and implementation.
2. Experience of the consultant with the preparation and
execution of similar or related programs for other social
service agencies:
Both respondents have a high degree of experience in delivery of similar or related services, particularly related to housing and ethnically diverse clientele.
3. Experience in providing case management services:
LIFELINE - Currently provides many of the required services, computerized access to resources. Provided documentation of case management services provided to five (5) North County Agencies.
SALVATION ARMY - Large agency capacity and budget to provide
services; staff has background in delivery of services. Some documentation of actual delivery of case management services by the agency.
4. Likely effectiveness of program/methodology:
LIFELINE - Presented clear methodology and goals as well as desired results for program participants. Included a schedule of workshop topics to be covered over a twelve month period.
SALVATION ARMY - Basic description of methodology; willing to locate an office in Carlsbad.
5. OVERALL IMPRESSION:
LIFELINE - Appears ready and able to implement program immediately. Well documented experience in delivery of case management services in North County. Presented a step by step picture of how a participant would progress through the program.
SALVATION ARMY - Large, credible organization: Could provide easier access for participants. Presentation of overall program methodology somewhat general.
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.- EXHIBIT 3
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October 18, 1994
Carlsbad Housing Commission
1200 Carlsbad Village Drive
Carlsbad 92008
Attention: Chairman Scarpelli
Regarding: Family Self-Suffciency Program
:
On behalf of Lifeline, I look forward to the opportunity of providing case management
services for Carlsbad’s Family Self-Sufficiency Program. I feel that this program is a
perfect fit with Lifeline Community Services’ philosophy. Lifeline has been providing
case management services for over ten years, with many of our programs attempting to
eliminate the family’s dependence on public aid.
I invite any of you to tour Lifeline or to give me a call at (619) 7266396 if you have any
specific questions that I may answer for you. It is important for me to hear any
reservations so that I may address your concerns. Lifeline takes its contracts very
seriously, and I expect to continue our track record of full compliance with all contracts.
I would like to address the two concerns I heard expressed at your meeting. The first is
in-kind contributions. Lifeline has proposed the use of $15,000 entirely for the direct
service of case management. The expense for administration, supervision, clerical,
fiscal, phone, utilities, insurance, mileage, auditing, etc. is all in-kind. Lifeline also
expects to use the United Way Information and Resource computer system for working
with FSS clients. This monthly cost will also be absorbed into our budget. Other direct
assistance that the families may need includes emergency assistance with food, gas,
transportation, prescription, clothing. This will also be absorbed through Lifeline’s
other programs. For the monthly workshop, Lifeline hopes to use many of our staff and
volunteers with expertise in those areas, such as an attorney for the immigration clinic.
Lifeline may approach local clubs and corporations to assist with the paying of any
other direct service supplies as needed in the program.
17 MAIN OFFICE: 200 Jefferson Street l Vista, CA 92084 (619) 726-6396 l FAX (619) 726-6102
- 7 LIFELME COASTAL COMMUNITY SERVICES: 707 Mission Avenue l Oceanside. CA 92054 l (619) 757-0118 l FAX (619) 757-0196 -
I
October 18, 1994
Page Two
The second concern had to do with establishing an office in Carlsbad. This program is
not a drop-in service but is specific to 30 families, who will have appointments arranged
in advance. The Carlsbad council chambers are four miles from our Oceanside office
and 8.5 miles from our Vista office. If clients are experiencing transportation problems,
Lifeline can make arrangements for service closest to their home and provide them with
bus transportation, gas vouchers, etc. This kind of problem solving is essential to
develop with clients for long-term self-sufficiency. Part of the process is for clients to
learn how to access services.
The average working person has to travel each day over 10 miles from their home. If
we are expecting clients to work, regardless of whether or not they have transportation,
they will have to learn to be dependable and make best use of what resources they do have. Lifeline will expect to refer families to use many resources within the Tri-City
area. Client independence includes being able to get where you need to go to acquire
a service.
:
I hope this helps to clarify these areas. Again, if I can be of any service to you, please
feel free to give me a call. I look forward to giving you continual progress reports.
Very truly yours,
SHIRLEY J. CO
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.
Executive Direct r
Lifeline Community Services
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