HomeMy WebLinkAboutAGENDA REPORT 2006 0607 CC REG ITEM 10HMOORPARK CITY COUNCIL
AGENDA REPORT
To: Honorable City Council
From: Nancy Burns, Senior Management Analyst
Date: May 25, 2006 (CC Mtg. of June 7, 2006)
rrEm r o. N .
City Council Meeting
,3f _ 6' 7'171"
.ACTION :_
a�
Subject: Consider Approving Proposal for Services
Associated with First Time Home Buyer Program
from Cabrillo Economic Development Corporation
(CEDC) and Authorizing Execution of Agreement
for Professional Services
BACKGROUND
During Round One of the City's First Time Home Buyer Program, Cabrillo Economic
Development Corporation (CEDC) provided services including planning, Spanish
translation, First Time Home Buyer educational workshops, application review,
counseling, loan packaging, and preparing potential low income buyers for home
ownership. Post - purchase workshops were conducted by CEDC staff to provide
information on issues such as predatory lending and property taxes to further
educate and support new buyers in this program.
DISCUSSION
The City has received a proposal from CEDC for similar services to assist with
Round Two of the City's First Time Home Buyer Program. The completion of two (2)
designated units for First Time Home Buyers in Shea I Canterbury Lane is
anticipated soon, and seventeen (17) affordable units are anticipated later this year
or in early 2007. Staff recommends processing all potential buyers of the nineteen
(19) units at one time, for greatest efficiency.
(A (-h PP "
Honorable City Council
Meeting of 6/7/06
Page 2
STAFF RECOMMENDATION
Approve proposal from CEDC for First Time Home Buyer Services and Agreement
for Professional Services, subject to final language approval by the City Manager
and City Attorney, and authorize City Manager to execute said Agreement.
Attachment: Agreement for Professional Services
ATTACHMENT
AGREEMENT FOR PROFESSIONAL SERVICES
This AGREEMENT is made and entered into this day of , 2006,
between the City of Moorpark, a municipal corporation, hereinafter referred to
as "CITY ", and Cabrillo Economic Development Corporation (CEDC), Inc., a
non - profit developer of low income housing, hereinafter referred to as
"CONSULTANT ".
WITNESSETH:
WHEREAS, CITY has the need for professional services related to the
First Time Home Buyer Program; and
WHEREAS, CITY desires to contract for such services with an
organization experienced in preparing low income individuals for home
ownership, knowledgeable in lending principles, and skilled in home ownership
program development for the City of Moorpark First Time Home Buyer Program,
in anticipation that said organization can provide such services in a manner
acceptable to CITY; and
WHEREAS, CITY wishes to retain CONSULTANT for the performance of
said services.
NOW, THEREFORE, in consideration of the mutual covenants, benefits
and promises herein stated, the parties hereto agree as follows:
CITY does hereby retain CONSULTANT to perform the services in
accordance with the terms and conditions hereinafter set forth in Exhibit "A ",
SCOPE OF SERVICES.
COMPENSATION
CONSULTANT shall receive compensation at an hourly rate of $100.00
per hour for pre- screening, advanced screening, application processing
and individual meetings with buyers, and one -on -one counseling, and at
flat rates for workshops as indicated on Cost of Services in
CONSULTANT's proposal, Exhibit "A ", with a maximum fee of $33,800.
II. TERMINATION
This agreement may be terminated with or without cause by either party at
any time with no less than 10 days written notice of such termination to the
other party.
In the event of such termination, CONSULTANT shall be compensated for
services rendered up to the date of termination. Such compensation for
work in progress shall be limited to actual services performed.
III. GENERAL CONDITIONS
A. CITY shall not be called upon to assume any liability for the direct
payment of any salary, wage or other compensation to any person
employed by CONSULTANT performing services hereunder for
CITY.
B. CONSULTANT is and shall at all times remain as to CITY a wholly
independent contractor. Neither CITY nor any of its officers,
employees, servants, or Agents shall have control over the conduct
of CONSULTANT or any of the CONSULTANT's officers,
employees, or Agents, except as herein set forth.
C. At the time of termination of this agreement, all original documents,
computer files, notes or other related materials, whether prepared
by CONSULTANT or its officers, employees, or agents, or obtained
in the course of providing the services to be performed pursuant to
this agreement shall be made available to CITY upon 24 hours
notice for duplications and retention of duplicates.
D. CONSULTANT shall hold harmless and indemnify CITY and the
City of Moorpark and the officers, employees, servants, and Agents
serving as independent contractors in the role of City Engineer,
Building Official, Building Inspector, City Administrative Staff, or
City Attorney from any claim, demand, damage, liability, loss, cost
or expense, for any damage whatsoever, including but not limited to
death or injury to any person and injury to any property, resulting
from misconduct, negligent acts, of CONSULTANT or any of its
officers, employees, or agents in the performance of this
agreement, except such damage as is caused by the negligence of
CITY or any of its officers, employees, servants, agents or others
not under the control of CONSULTANT.
CITY shall hold harmless and indemnify CONSULTANT against
any claims arising from CITY's interpretations or enforcement of
CITY's Deed Restrictions and other special provisions pertaining to
the resale of the units being sold under this Agreement.
> rn of� -��q t-
CITY does not, and shall not, waive any rights that it may possess
against CONSULTANT because of the acceptance by CITY, or the
deposit with CITY, of any insurance policy or certificate required
pursuant to this agreement. This hold harmless and
indemnification provision shall apply regardless of whether or not
any insurance policies are determined to be applicable to the claim,
demand, damage, liability, loss, cost or expense.
CONSULTANT shall secure from a good and responsible company
or companies doing insurance business in the State of California,
pay for, and maintain in full force and effect for the duration of this
Agreement the policies of insurance required by this section and
shall furnish to the City Clerk certificates of said insurance on or
before the commencement of the term of this Agreement.
CONSULTANT shall provide general public liability insurance
including automobile liability and property damage insurance in an
amount not less than one million dollars ($1,000,000) per
occurrence and annual aggregate.
Consistent with this section, CONSULTANT shall provide workers'
compensation insurance as required by the California Labor Code.
If any class of employees engaged by CONSULTANT in work
under this Agreement is not protected by the workers'
compensation law, CONSULTANT shall provide adequate
insurance for the protection of such employees to the satisfaction of
CITY.
Notwithstanding any inconsistent statement in any of said policies
or any subsequent endorsement attached thereto, the protection
offered by the policies shall:
1. Name CITY and the officers, employees, servants and
agents and independent contractors serving in the role of City
Manager, Assistant City Manager, City Clerk, and Director of
Community Development as additional insured with
CONSULTANT. Confirmation of this coverage shall be provided on
an Insurance Services Office (ISO) form CG 20 10 11 85, or other
form stipulated in writing by City Clerk.
2. Bear an endorsement or have attached a rider whereby it is
provided that, in the event of cancellation or amendment of such
policy for any reason whatsoever, CITY shall be notified by mail,
postage prepaid, not less than thirty (30) days before the
cancellation or amendment is effective. CONSULTANT shall give
*✓ %- 4-4
CITY thirty (30) days written notice prior to the expiration of such
policy.
3. Be written on an occurrence basis.
E. CONSULTANT shall not assign this agreement or any of the rights,
duties, or obligations hereunder. It is understood and
acknowledged by the parties that CONSULTANT is uniquely
qualified to perform the services provided for in this agreement.
F. Payment to CONSULTANT shall be made by CITY within 30 days
of receipt of invoice, except for those which are contested or
questioned and returned by CITY, with written explanation within 30
days of receipt of invoice. CONSULTANT shall provide to CITY a
written response to any invoice contested or questioned and
further, upon request of CITY, provide CITY with any and all
documents related to any invoice.
G. Any notice to be given pursuant to this agreement shall be in writing
and all such notices and any other document to be delivered shall
be delivered by personal service or by deposit in the United States
mail, certified or registered, return receipt requested, with postage
prepaid, and addressed to the party for whom intended as follows:
To: City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
(805) 517 -6212
Att: Steven Kueny, City Manager
To: Cabrillo Economic Development Corporation
702 County Square Drive
Ventura, CA 93003
(805) 659 -3791
Att: Bertha Garcia, Director,
Home Ownership Center
Either party may, from time to time, by written notice to the other,
designate a different address, which shall be substituted for the one
above specified. Notices, payments and other documents shall be
deemed delivered upon receipt by personal service or upon deposit
in the United States mail.
a o--.N f -1 ►
H. CONSULTANT acknowledges that, except as expressly set forth
herein, no representations of any kind or character made to
CONSULTANT by CITY, or by any of its officers, agents,
employees, representatives or attorneys has been relied upon as
an inducement for the execution of this Agreement.
Titles included in this Agreement are for Reference only and are not
part of the terms of this Agreement, nor do they in any way modify
the terms of this Agreement.
J. Nothing contained in this agreement shall be deemed, construed,
or represented by CITY or CONSULTANT or by any third person to
create the relationship of principal and agent, or of a partnership, or
of a joint venture, or of any other association of any kind or nature
between CITY and CONSULTANT.
K. This agreement constitutes the entire agreement of the parties
concerning the subject matter hereof and all prior written
agreements or understandings, oral or written, are hereby merged
herein. This agreement shall not be amended in any way except by
a writing expressly purporting to be such an amendment, signed
and acknowledged by both of the parties hereto.
L. Should interpretation of this agreement, or any portion thereof be
necessary, it is deemed that this agreement was prepared by the
parties jointly and equally, and shall not be interpreted against
either party on the ground that a party prepared the agreement or
caused it to be prepared.
M. No waiver of any provision of this agreement shall be deemed, or
shall constitute a continuing or subsequent waiver of the same
provision. No waiver shall be binding, unless executed in writing by
the party making the waiver.
N. Cases involving a dispute between CITY and CONSULTANT may
be decided by an arbitrator if both sides agree in writing to
arbitration and on the arbitrator selected, with costs proportional to
the judgment of the arbitrator.
O. This agreement is made, entered into, executed in Ventura County,
California, and any action filed for arbitration for the interpretation,
enforcement or other action to herein, shall be filed in the
applicable court in Ventura County, California.
IV.
V
Date
P. The captions and headings of the various Articles and Paragraphs
of this agreement are for convenience and identification only and
shall not be deemed to limit or define the content of the respective
Articles and Paragraphs hereof.
Q. If any portion of this agreement is held to be invalid, void, or
unenforceable, the remaining provisions will nevertheless continue
in full force without being impaired or invalidated in any way.
RESPONSIBLE INDIVIDUAL
The individual directly responsible for CONSULTANT's overall
performance of the contract provisions herein above set forth and to serve
as principal liaison between CITY and CONSULTANT shall be Bertha
Garcia.
The individual directly responsible for the CITY shall be Hugh R. Riley,
Assistant City Manager.
IMPLEMENTATION
CITY shall provide CONSULTANT with written notice in advance of the
date at which these services are to be implemented if different than the
date of the agreement.
CITY OF MOORPARK CABRILLO ECONOMIC
DEVELOPMENT CORPORATION
Steven Kueny
Executive Director
By
Rodney Fernandez
Executive Director
Date
EXHIBIT A
CED C
BOARD OF DIRECTORS
IIF. \'P. LO PNiF. NT (:(1R PO RAT I(1N
Bringing Community Home
• Packaging first mortgage loans through our secondary market partnership with NHSA ROY LASSO
and lending subordinate mortgages through our non -profit subsidiary, ORGO BANK
ary the Ventura Los ANGELES
County Community Development Corporation,
NAOMI ONTIVEROS
• Offering post purchase education and counseling (either on a mandatory or voluntary O "' "'�'N'I1Y RPrRESE" rAARD
basis depending on the City's affordable housing program OXNARD
g p gram policies) to families to ensure
they have the supports they need to remain successful homeowners .and GERARD KAPUSCIK
VENTURi COUNTY ENVIRONMENTAL &
• Administration/Coordination of the City of Moorpark Home Buyer Program. ENERGY RESOURCE, DEPARTMENT
DAVID SABEDRA
Please see attached proposal for a summary of the services mentioned above, flowchart outlining the ADVE TUR\
key steps to select qualified buyers for homes that are nearing construction, and cost of services and
description of CEDC's roles at each step of the process. cEL1 C AORTGAAS
X1 AC MORTGAGE
OXNARD
Should you have any questions regarding the proposal, please feel free to contact me at VERONICA GOMEZ
(805) 659 -6868 x131, or email me at Again, the HOC staff is very xcited RLITER BROTHERS INC.
to assist you and the City in your work; thank you for the opportunity. ry X "''R°
PAULA MENDOZA
Sincerely, COMMUNITY REPRESENTATIVE
�.- OXNARD
LENA MORSE
-...` COMMUNIFI REPRESENTATIVE
Bertha M. Garcia MOORPARK
HOC Director
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BOARD OF DIRECTORS
May 11, 2006
PRESIDENT
ZEEDA DANIELE
FANNIE ,MAE CORP
Nancy Burns
L
OS ANGELES
Senior Management Analyst
VICE PRESIDENT
City of Moorpark
PROGRAM SERVICES
JESSICA MURRAY
799 Moorpark Avenue
COMMUNITY REPRESENTATIVE
Moorpark, CA 93021
olA1
VICE PRESIDENT
HOUSING DEVELOPMENT
JORGE GUTIERREZ
RE: Proposal for City of Moorpark Home Buyer Program
COMMUNITY REPRESENTATIVE
VENTURA
Dear Nancy,
Y
ECRETARY
DAVID RODRIGUEZ
I. EA61JL OF UNITED
Thank you for the opportunity for the Cabrillo Economic Development Corporation (CEDC)
LATIN AMERICAN CITIZENS
VENTURA
NeighborWorks® Home Ownership Center (HOC) to continue to work with the City of Moorpark to
TREASURER
help move families into affordable homeownership.
DAVID MITCHELL, CPA
MITCHELL & SCHWARTZ. LLP
The HOC staff is ready and excited to continue to provide consulting services relating to the Home
CAMARILLO
Buyer Program. The services will include:
HUMAN RESOURCES
DEAN PALLUS
PEOPLE HELPING PEOPLE
Pre-screening f Pp
• o applicants for new affordable housing developments;
SAN YNEZ VALLEY
SAA NTA BARBARA
• Selection ofqualified buyers for new affordable housing developments;
PAST PRESIDENT
•
Offer one -on -one counseling sessions to help families understand budgeting, credit, and
MIKE M
AFFINITY BANK
BANK
other financial necessities of homeownership;
VENTURA
• Providing pre purchase homebuyer workshops to prepare families to be successful
buyers;
BOARD MEMBERS
• Packaging first mortgage loans through our secondary market partnership with NHSA ROY LASSO
and lending subordinate mortgages through our non -profit subsidiary, ORGO BANK
ary the Ventura Los ANGELES
County Community Development Corporation,
NAOMI ONTIVEROS
• Offering post purchase education and counseling (either on a mandatory or voluntary O "' "'�'N'I1Y RPrRESE" rAARD
basis depending on the City's affordable housing program OXNARD
g p gram policies) to families to ensure
they have the supports they need to remain successful homeowners .and GERARD KAPUSCIK
VENTURi COUNTY ENVIRONMENTAL &
• Administration/Coordination of the City of Moorpark Home Buyer Program. ENERGY RESOURCE, DEPARTMENT
DAVID SABEDRA
Please see attached proposal for a summary of the services mentioned above, flowchart outlining the ADVE TUR\
key steps to select qualified buyers for homes that are nearing construction, and cost of services and
description of CEDC's roles at each step of the process. cEL1 C AORTGAAS
X1 AC MORTGAGE
OXNARD
Should you have any questions regarding the proposal, please feel free to contact me at VERONICA GOMEZ
(805) 659 -6868 x131, or email me at Again, the HOC staff is very xcited RLITER BROTHERS INC.
to assist you and the City in your work; thank you for the opportunity. ry X "''R°
PAULA MENDOZA
Sincerely, COMMUNITY REPRESENTATIVE
�.- OXNARD
LENA MORSE
-...` COMMUNIFI REPRESENTATIVE
Bertha M. Garcia MOORPARK
HOC Director
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T l ��'; � 1 )).i1� %1 \�lV \V.l:l ��l�l ��()CC'l_(ll�tr CHARTERED MEMBER unuN WryN y
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CEDC NeighborWorks® Home Ownership Center (HOC)
PROPOSAL - CITY OF MOORPARK
SCOPE OF WORK
HOMEBUYER EDUCATION AND COUNSELING SERVICES
Background
The mission of the NeighborWorks Home Ownership Center is, "to enable and empower individuals and
families to successfully purchase and retain homes by providing education, counseling, and lending services; and to
advocate for all individuals and families throughout the experience of owning a home, regardless of age, race,
economic status, or other defining characteristics."
Launched on a smaller scale in 1998, the HOC extended its services countywide in September 2001 when it
joined the NeighborWorks@ Network run by Neighborhood Reinvestment Corporation, now known as NeighborWorks
America, a national intermediary serving community development corporations. Since 1998, the HOC has provided
education and counseling to more than 2,000 households preparing to purchase a home and has helped 266 families
move into homeownership through $40 million in first mortgage loan packaging.
The philosophy and services offered by the HOC center around helping families of all income categories
become successful homeowners. All HOC education and counseling services are open to the public, regardless of
income category. Staff work as a team to ensure that families are as well- informed as possible before entering into
the financial and personal responsibility of homeownership. Finally, as part of the largest non - profit housing developer
in Ventura County, the HOC draws on extensive in -house expertise in affordable housing development and focuses
on helping underserved communities realize the dream of homeownership.
Below is an overview of core services that the HOC is purposing to provide to the City of Moorpark and its
residents for the Home Buyer Program; the narrative also includes a brief discussion of the impact and value of our
services it has on clients.
CORE SERVICES
A. Orientation and Pre - screening of Applicants
The HOC will work with the City of Moorpark as the new constructed affordable housing units become
available. In particular, the HOC will assist with the preparation of the orientations, which will consist of explaining the
program guidelines and requirements for eligibility and the distribution of applications to interested participants. Once
the applications are submitted, the HOC staff will pre- screen the applications for completeness and confirm that they
meet the basic eligibility requirements before going into the random lottery.
May 11, 2006
B. Pre - Purchase Education
CEDC's pre - purchase education curriculum will consist of 8 hours of homebuyer education, which will be
offered on a quarterly basis or as needed. HOC staff will teach the pre - purchase on a Saturday. Classes will be
taught at both the HOC and /or suitable locations around Ventura County.
Homebuyer Education. The purpose of this course is to prepare the participant for the home buying
process by providing them with an overview of the mortgage process, a basic understanding of mortgage
finance terms and conditions, choosing a real estate agent and lender, and foreclosure prevention. In
addition, the workshop covers:
- The difference between renting and owning
- Budgeting
- Understanding their credit
- Understanding the escrow process
- Understanding title and insurance
- Understanding the appraisal and home inspection process
- Avoiding problems with mortgage payment
The course includes its own curriculum, written by HOC staff with information collected from several
national homebuyer education curricula, and incorporates presentations from housing and real estate
professionals around the County.
C. One -on -one Counseling
CEDC will provide on -on -one counseling to help clients better understand their financial history and current
financial situation, and prepare for homeownership. Topic typically covered at counseling session include: a review of
credit and credit counseling, money management, and budgeting. The first counseling session usually lasts one hour,
with subsequent sessions of 30 minutes apiece. During counseling sessions, clients complete an action plan with
concrete steps to help them with the homeownership process.
In addition, the HOC will work with the City to adapt the curricula of both classes to make the information
most relevant for Moorpark buyers. Counseling and education classes will take place at the CEDC Homeownership
Center office, 702 County Square Drive, Ventura, CA 93003.
D. Loan Packaging
In addition to pre - purchase and financial education and counseling, CEDC offers loan origination
services according to need and the type of financing offered to the family. HOC loan packaging services are
offered through partnerships with a variety of lender partners and Neighborhood Housing Services of America
(NHSA), a secondary market provider that operates in collaboration with NeighborWorks® America, of which
CEDC is an affiliate. NHSA, through its partner lenders Wells Fargo, World Savings, Citibank, California Bank &
Trust, and Bank of America, offers a loan product with a fixed, below - market interest rate (currently at 5.95 %) and
minimal fees. In addition, NHSA is not credit - driven, enabling it to help traditionally underserved populations. All
families, regardless of income level, are eligible for NHSA products. In this relationship, the HOC originates and
packages first mortgage loans and acts as the conduit between the bank and the secondary market.
04
May 11, 2006
E. Resale Restrictions Orientation
The HOC staff will assist with the preparation and translation of the power point presentation, regarding
the resale and affordability restriction for the Home Buyer Program with the City of Moorpark. At the orientation,
HOC staff will also help facilitate the meeting by translating, if necessary.
F. Post Purchase Education
Studies prove that post - purchase education is essential to retain homeowners, especially those that are
purchasing for the first time. HOC post - purchase classes are 2 hours long and start with a topic overview followed by
a presentation by an expert in the related field. Key topics for post - purchase education include: foreclosure
prevention, refinancing, avoiding predatory lending, home maintenance, connection with one's community, and others.
II. SUPPLEMENTAL SERVICES
A. Post Purchase One -on -One Counseling
The HOC also offers post - purchase one -on -one counseling to families. In the last 18 months, the HOC has
experienced an increase in calls from homeowners in the community who are delinquent on loan payments or who
have filed Notices of Default. In these situations, the HOC works with the family, the bank, and other outside entities
to create a work -out solution that satisfies the needs of all parties involved. While the HOC does not anticipate this
problem for families who receive pre - purchase education and counseling services and sound loan products, the
service is available for those families in need in the greater community and would be part of its scope of services with
the City of Moorpark.
III. VALUE AND IMPACT
Research has proven that pre- and post - purchase education and counseling enables families to increase
their understanding of the homeownership process and take the appropriate steps to move toward homeownership
readiness. Education and counseling also increases the chances that homeowners will be able to retain their homes
and experience the personal, economic, and societal benefits of being a homeowner. For families who are
purchasing for the first time, or who are at greater risk of becoming victims of foreclosure or predatory lending,
education and counseling are invaluable to ensuring their success at homeownership.
To confirm this research, the HOC recently conducted an internal study to determine the personal,
economic, and community impact of homeownership education and counseling services on clients. A core
component of the study was the dissemination of a written survey to a random sample of 400 renters and 170
homeowners who utilized HOC services. Key findings included:
• Eighty-four percent of all respondents noted that their spending habits had changed "greatly" or
"somewhat" since receiving HOC services. Clients were most likely to change spending habits by
"reducing debt/paying off bills," "shopping smarter," and "changing the way [they] use credit cards."
These are all key economic steps toward preparing for the financial responsibility of purchasing and
owning a home.
• Almost 75 percent of all respondents noted that their understanding of the homeownership process
had increased since receiving HOC services
3
Ckd, 1�1 5 3
May 11, 2006
• Eighty -nine percent of homeowners indicated that they would recommend HOC services to others,
and 82 percent of homeowner respondents noted that HOC staff prepared them for homeownership
"extremely well' or "well."
The survey and in- person focus groups revealed high customer satisfaction with HOC education and
counseling services, and the positive impact of HOC services on moving clients toward homeownership. The
HOC expects similar feedback and positive change from Moorpark clients.
Thank you again for the opportunity to work with the City of Moorpark. We look forward to discussing this
proposal further, and to supporting your efforts toward providing affordable homeownership opportunities to Moorpark
residents.
4
c-
Clients complete
application
City of Moorpark/CEDC Homeownership Services Flowchart
Orientations
(2 English and
2 Spanish)
Applications Distributed
Application Due Date -
Pre - Screening
City approves pre- screening decisions -
notices sent out to applicants stating if they
qualify or not for the lottery
LOTTERY
Advanced screening
City approves advanced
screening decisions -
Client determination
letters sent
Accepted
Loan 8 -Hour
application Homebuyer Resale 2 -Hour
and escrow Education Restrictions ESCROW Post - Purchase
process Workshop CLOSES! Workshops
begins (2 English and Orientation (4 English and
2 Spanish) 4 Spanish)
SYMBOLS
Joint activity
Mpk, CEDC Due Date Client action CEDC
activity
Page 1
City of Moorpark
Cost of Services
May 2006 - April 2007
ictivity
Wentati^ .
on participation
Program Eligibility Orientations, 2 English and 2 Spanish
Presentation of spansih workshops and services as needed, at all workshops
Review applications to meet initial criteria for lottery
Prepare files for all clients
Summarize applicant status to Moorpark staff
Assist City to prepare and send letters alerting applicants of status
CEDC will invoice the City quarterly based on # of clients seen
Advanced Screening and One -on -One Counseling
Review applicant's credit, financial history, and pertinent information in detail
Manage all correspondence with applicants
Prepare files of all client
Summarize applicant status to Moorpark staff
Assist City to prepare and send letters alerting applicants of status
Cost includes any one -on -one meetings between HOC and clients
CEDC will invoice the City quarterly based on # of clients seen
City of Moorpark Application Process and Individual Meetings with Buyers
Collect updated information from participant regarding income and assets
Verify applicant's credit, financial history, and pertinent information in detail
Summarize applicant status to Moorpark staff
Prepare final files for the City
Assist City to prepare and send letters alerting applicants of status
Cost includes any one -on -one meetings between HOC and clients
CEDC will invoice the City quarterly based on # of clients seen
Pre- purchase workshops
8 -hour group courses using "Opening New Doors" curriculum
Taught at Moorpark facility and /or CEDC facility
Adapt curriculum slightly to include time for Mpk. presentation
Two workshops in English and two workshops in Spanish
Resale Restrictions Orientation
Translation of PowerPoint summarizing resale restrictions with City of Moorpark program
Translation for spanish speaking clients
Loan Packaging Services
Post- Purchase Classes
2 -hour modules (4 English and 4 Spanish)
4 workshops (Property taxes, Predatory lending, Foreclosure prevention, and buyers Choice)
Cost includes adaptation of existing curriculum
Consultation of Program Services
HOC Staff meetings with City Representative and follow -up
Translation of documents /materials
CdSt Flours/
( ia! cr _ Client Total
Clients)
$150.00 5 $750.00
$100 /hour 250 0.5 $12,500.00
exact # TBD
$100 /hour 80 0.75 $6,000.00
exact # TBD
$100 /hour 21
$900.00 4
$250.00 2
Cost to buyer
$300.00 8
$100 /hour 24 hours
Materials $100 /quarter 4
Costs cover all education, orientation, and post - purchase course materials
Costs to cover all administrative materials for client correspondence
TOTAL (subject to change based on number of clients for pre- screening and advanced screening)
2.5 $5,250.00
$3,600.00
$500.00
N/A
$2,400.00
$2,400.00
$400.00
$33,800.00