1. New Board Member Orientation
August 1, 2019
9:00 – 11:25 a.m.
30 Las Colinas Lane, San Jose, CA 95119
GAIN ROOM

2. Agenda *reference section 1 in binder
Review Agenda, Hope, and Org Chart - Chip 9:00-9:05
History of Hope (1952-Current) / HR Review – Sue 9:05-9:30
Central District Review – Cathy 9:30-9:30
North District Review – Suanne 9:30-9:40
South District Review – Kristi 9:40-9:50
Santa Cruz Review – Gina :50-10:00
Break :10-10:25
Counseling Center Review – Anna :25-10:35
Community Living Services Review – Linda 10:35-10:40
Accounting and Finance Review – Francie 10:40-10:55
Facilities/R2/Retail – Robert :55-11:05
Strategic Action Plan and Committee Review – Chip 11:05-11:15
Tour of Las Colinas Programs – Cathy :15-11:25
Adjourn
*reference section 1 in binder

3. Hope Services
Serving over 3,500 clients and families since 1952 in six California Counties
One of the largest Bay Area Nonprofits in both breath and depth of services
Operating Budget of $55M
*reference section 1 in binder

4. Hope Services Source of Funding
Hope Services - Net Contribution Margins (excludes Depreciation)
FY 2018
FY 2019 (unaudited)
Central
$ ,336
$ ,059,768
North
$ ,200,460
$ ,562
South
$ ,406
$ ,424
Santa Cruz
$ ,205
$ ,138
Mental Health Services
$ ,066,244
$ ,444,255
Recycle & Reuse
$ ,925,221
$ ,890
Retail
$ (1,547,628)
$ (1,079,502)
Resource Development
$ ,976
$ (15,793)
Specialty Service Management
$ (39,283)
$ ,629
G & A
$ (4,251,324)
$ (4,384,271)
Real Estate Holdings
$ ,620
$ ,969
Performing Arts
$ ,227
$ ,669
Investment Income (Net)
$ ,010
$ ,750
Net Income (Loss)
$ (92,529)
$ ,487
*reference section 1 in binder

5. Hope Services Source of Funding
*reference section 1 in binder

6. Summary of Financials for the Year Ended June 30, 2019 & Quarterly Information
*reference section 1 in binder

7. Summary of Financials for the Year Ended June 30, 2019 & Quarterly Information
*reference section 1 in binder

8. Hope Executive Org Chart
Board of Directors
Charles “Chip” Huggins, JD
President/CEO
Anna Fernandez, MFT
Director
Mental Health
Gina C. Trepagnier
Manager II
Compliance/Operations
Maritza Marquez, LMFT
Quality Assurance
Scott Arendt, LMFT IT
Eric Lee, LMFT
Manager I
Program Manager
Nivisha Mehta
Development Director
Kevin Phipps
Grant Writer
Jocelyn Brady
Ana Melara Glenn
Development
Associate
District Directors
Gina Jennings
Santa Cruz
Kristi Alarid
South
Cathy Bouchard
Central
Suanne Rinta
North
Specialty Managers/Directors
Linda Siino
Community Living Services
Tahiya Marome
Manager, Media Programs
& Assistive Technology
The New Hope Band
The Rhythm Makers
John Reiber
CFO
Eric Paz
Manager, IT
Francie Hsu
Controller
Angie Blackwell
Manager, Payroll
Sue Bell
Human Resources
Daniel Burns
Manager, HR
North/Central/Santa Cruz
Karen Bactad
South District
Diana Acaccia
Executive Assistant
Masako Almquist
Administrative Assistant
Valerie Tapay
Manager, Training
Varsha Sethi
(Retail)
Robert Shuck
Vice President
Retail Operations
Mitchell Koblis
Director, Facilities
Thrift Stores
Corie Britton
Facilities/Retail/R2
Courtney Barry
*reference section 1 in binder
Updated 6/7/2019

9. Sue Bell, HR Director *reference section 2 in binder
History of Hope (1952-Current) /
HR Review
Sue Bell, HR Director
*reference section 2 in binder

10. History of Hope *reference section 2 in binder
What started as a co-op among families with non-traditional needs caring for their children including sharing babysitting, grew into the legacy that became Hope Services. In 1952 this group of parents successfully incorporated to open a preschool for their children with developmental disabilities. Twelve kids with developmental disabilities walked through the door of a one-room schoolhouse in San Jose. Patricia Hobbs was hired as the first Executive Director.
*reference section 2 in binder

11. Timeline
In 1969 The Lanterman Act was signed into California law. It says that  people with developmental disabilities and their families have a right to get the services and supports they need to live like people without disabilities.
The Lanterman Act outlines the rights of individuals with developmental disabilities and their families, how the regional centers and service providers can help these individuals, what services and supports they can obtain.
The Lanterman Act was the basis for the 21 Regional Center system. Hope was the founding agency for the Loma Prieta Regional Center Which spun off in the mid-late 70’s (now known as San Andreas Regional Center).
*reference section 2 in binder

12. Timeline 1970 – Adult Education
1976 – the first combined negotiated Union agreement with the SEIU-AFL-CIO. Beginning wages were per hour.
In 1980 there were 90 Employees and that doubled in 1993.
*reference section 2 in binder

13. Timeline
Pat Hobbs retires in 1980 and Dean Settle is hired. Among much controversy, Dean Leaves two years later.
In 1982, Judy Semas is hired as the third Executive Director and leads Hope through challenging growth for 8 years. Securing the Fairway Glen anchorage would become a foundation for property assets later.
Hope becomes Hope Rehabilitation Services.
Jim Purcell takes over as President in 1991 and leaves in 1996.
*reference section 2 in binder

14. Timeline
In 1997 a recruiting effort brings Joe Campbell from a Massachusetts organization to Hope. Joe serves for 15 years. Hope becomes Hope Services.
1998 Significant growth of the Agency occurs with service expansion into Federal Service contracts.
In 2002 Hope merges with Skills Center and John Christenson, CEO comes aboard as Hope’s Sr VP. Hope goes from a $12mm agency, to $16mm.
*reference section 2 in binder

15. Timeline John takes over as CEO for two years and leaves in 2013.
Ray Smith is hired for a three year period and leaves 2017 with interim Brent Kush filling in during recruiting.
7/1/18 Chip Huggins takes over as CEO.
*reference section 2 in binder

16. Employment at Hope
*reference section 2 in binder

17. Components of Labor Force Union Agreement
*reference section 2 in binder

18. SEIU 521 Union Agreement
Controls terms and conditions for all represented classifications
Classifications include Direct Service Staff and Drivers
“Home Workers” such as Supported Living Companions and Roommates are excluded.
Terms generally run for 3 years
Often with annual wage reopeners if a three year wage plan is not negotiated
Current Agreement expires September 2, 2019
Open Contract – Employees have the option each year to opt out
*reference section 2 in binder

19. HR Challenges Wages have not kept up with local markets
4% unemployment has brought new competitors for labor
Entry level direct service remains at $15.50/hour
Union Negotiations = 0%
Last wage increase was 2/1/2018 at 3%
% = 5% based on years of Service
5/1/15 = 4%
1/1/14 = 2%
We are working on a 3% increase for highest need grades 3-7 to be retroactive to 7/1/19
Ongoing Employee Benefit Costs
Hope’s benefits plan is a big retention factor
Annual market increases contributes to budgeting challenges
*reference section 2 in binder

20. *reference section 3A in binder
Central District Review
Cathy Bouchard - Director, Central District (San Jose)
*reference section 3A in binder

21. Central District Number of clients served: 504 Number of staff:
5 Managers (although one position is vacant)
8 Coordinators
55 Community Support Facilitators
2 Administrative Assistants
1 Licensed Social Worker
1 Early Intervention Specialist
35 Contracted Employees (speech therapists, occupational therapists, physical therapists, nutritionist, etc….) 
Total: 106
*reference section 3A in binder

22. Central District Org Chart
Cathy Bouchard
Central County District Director
Vacant
Manager-EMCC
(Employment Media & Community Connections)
Susanna Slavina
Coordinator
Tiffany Swinfard
Soon Maria Rodriguez
Patti Ignacio
17 CSF
1 part-time
Vickey Perkins
Manager
Homestart
Renate Burris
Executive Assistant
Joanne Brown
Licensed Clinical
Social Worker
Maria Scroggie
Early Interventionist
35 Therapists
((contractors)
Juan Guel
Senior Center
Nga Au
10 staff
Lauro Centeno
Las Colinas Day Programs
Kenneth Hooper
11 staff
Sheri Najera
Silicon Valley Diversified Network
9 staff
Georgina Acosta
Training specialist
Jessica Laurence
Training Specialist
Benon Kalisa
Program Coordinator
Tailored Day Services
4 staff
Tahiya Marone
Media Programs & Assistive Technology
Sandra Companon
Central Administrative Coordinator
Sigfredo Burgos
Administrative Assistant
*reference section 3A in binder
Updated 6/7/2019

23. Central District
Types of developmental disabilities of clients include:
Intellectual Disability
Cerebral Palsy
Epilepsy
Autism
Down syndrome
*reference section 3A in binder

24. Central District 1500 Parkmoor Ave., San Jose – 34,560 sq. ft.
30 Las Colinas Ln., San Jose – 25,500 sq. ft.
*reference section 3A in binder

25. Las Colinas Day Program
Central District
PROGRAM
CLIENTS
SERVED
FUNDING
SOURCE
SNAPSHOT
Senior Center 51
San Andreas Regional Center
The program is designed to provide a typical retirement community for adults that are aging. Personal interest, hobbies and classes are offered to maintain their skill level
Las Colinas Day Program 47
This program offers a variety of site based and community based activities which include part time paid work, volunteer work, and instructional classes in self-advocacy, communication, and leisure interests.
*reference section 3A in binder

26. San Andreas Regional Center
Central District
PROGRAM
CLIENTS
SERVED
FUNDING
SOURCE
SNAPSHOT
SVDN 31
San Andreas Regional Center
This program provides all activities in people’s home community. A diverse array of opportunities include work, personal enrichment, and instructional classes.
Tailored Day Service 13
This unique program provides individualized support to individuals in the areas of employment, post-secondary education, mobility training, or personal interest development
*reference section 3A in binder

27. Employment, Media and Community Connections
Central District
PROGRAM
CLIENTS
SERVED
FUNDING
SOURCE
SNAPSHOT
Employment, Media and Community Connections
131
San Andreas Regional Center
EMCC replaced the old sheltered workshop model.
The program offers both community based and site based activities, training and classes. The part time employment is at minimum wage or better. Media activities allow individuals to learn how to use a computer, access social media and , and produce and edit their own videos. The Whittier EMCC offers a DeAnza component for individuals to enroll in classes.
Homestart
231
The Homestart program provides early intervention services to infants and children 0-5 years old who have a developmental delay or “at risk” for a delay.  Services may include an initial developmental assessment, family/caregiver training, direct hands on intervention activities, nutritional consulting, infant massage, and play activities designed to improve language, motor skills, self-help skills and sensory processing.  The highly trained team of professionals includes an early intervention specialist, a licensed clinical therapist, occupational therapist, speech therapist, physical therapist, and nutrition specialist. 
*reference section 3A in binder

28. *reference section 3B in binder
North District
Review
Suanne Rinta - Director, North District
(Mountain View, Santa Clara & Half Moon Bay)
*reference section 3B in binder

29. North District Number of clients served: 503 Number of staff: 183
*reference section 3B in binder

30. North District Org Chart
Suanne Rinta
North County District Director
Chantell Pickett
Manager
Source America / USGS Janitorial Contract
Agency Contracts Manager
Joe Hilgen
Coordinator
Source America Janitorial at USGS
Chris Wright
Job Developer
Project SEARCH
Lucille Packard's Children's Hospital
Job Developer and Supervisor
Kaiser Santa Teresa Hospital Project SEARCH
Lori Williamson
Alfred Street EMCC
Sonny De Leon
Hayley Malcolm
Kim Nakahama
Mountain View EMCC,
MVDN & HPDN
Celeste Young
Assistant Manager
Mountain View EMCC
Heather Perez
MVDN Community Program
Robb DeVournai
Half Moon Bay Diversified Network
(HPDN)
Monique Jurado
Carly Wells
Community Living Services, Santa Clara County
Jennifer Heintz
Independent Living Services
Sheryl Alquetra
Supported Living Services
Mark Gavartin
Community Employment Services
Valorie St. Clair
Executive Assistant
Josephine Wells
Admin Assist/Reception
5 Support Specialists Supported Living
GGRC Supported Living Services HMB
Corleen Rogers
Coordinator
Community Employment Services
Nancy Muela
Coordinator
Independent Placement
Joseph Jimenez
Coordinator
Alfred Street EMCC
Vicki Yoshihara
Coordinator
Project SEARCH
San Jose, Kaiser
*reference section 3B in binder
Updated 12/2018

31. North District Types of developmental disabilities of clients include:
Intellectual Disability
Cerebral Palsy
Epilepsy
Autism
Down syndrome
*reference section 3B in binder

32. North District 3100 Alfred St., Santa Clara - 16,912 sq. ft.
460 E Middlefield Rd., Mt. View -18,680 sq. ft.
625 Miramontes St., Suite 101, Half Moon Bay - 1,000 sq. ft.
*reference section 3B in binder

33. Program or Office location # Staff, includes management
North District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Mtn View Employment, Media and Community Connections (EMCC)
460 E Middlefield Rd., Mtn View 79 16
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
San Andreas and Golden Gate Regional Centers
*reference section 3B in binder

34. Program or Office location # Staff, includes management
North District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Mtn View Diversified Network (MVDN)
460 E Middlefield Rd., Mtn View 27 10
The MVDN community-based day program provides door to door transportation and all activities take place out in the community, offering participants a full range of experiences in diverse areas of life within their communities – in work, leisure activities and personal growth.
San Andreas Regional Center
Supported Living Services, Santa Clara County 82
Supported Living Services (SLS) provides services to individuals who live in their own homes and receive flexible tailored support based on their individual needs: which may include up to 24 hours a day of support in all aspects of daily life.
Independent Living Skills 38 5
Independent Living Services (ILS) is a training model where participants work one-on-one with an instructor to develop skills that enable them to learn to live independently in their own home. Services are designed based on the need for up to approximately 30 hours per month.
*reference section 3B in binder

35. Program or Office location # Staff, includes management
North District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Alfred St Employment, Media and Community Connections (EMCC)
3100 Alfred St., Santa Clara
100 19
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
San Andreas Regional Center
Supported Living Services, Half Moon Bay
625 Miramontes St., Half Moon Bay 1 3
Supported Living Services (SLS) provides services to individuals who live in their own homes and receive flexible tailored support based on their individual needs: which may include up to 24 hours a day of support in all aspects of daily life.
Golden Gate Regional Center
*reference section 3B in binder

36. North District *reference section 3B in binder Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Half Moon- Bay Peninsula Diversified Network
625 Miramontes St., Half Moon Bay 22 11
The HPDN community-based day program provides door to door transportation and all activities take place out in the community, offering participants a full range of experiences in diverse areas of life within their communities – in work, leisure activities and personal growth. Also includes three clients receiving 1:1 individualized services
Golden Gate Regional Center
SourceAmerica Federal Janitorial Contract with GSA at the US Geological Survey
Middlefield Rd., Menlo Park 7 6
Provided through the Federal AbilityOne program, this janitorial contract provides group and IP competitive employment opportunities for Hope clients. SourceAmerica is the nonprofit organization that works with agencies such as Hope to procure and fulfill the federal contract requirements. The contract wages are based on Federal prevailing wage, and benefits are included.
San Andreas Regional Center
*reference section 3B in binder

37. Program or Office location # Staff, includes management
North District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Project SEARCH
Lucille Packard Children's/Stanford Hospital and San Jose Kaiser Permanente Hospital 16 7
The Project SEARCH Program is a unique, business-led, one-year paid internship program that takes place entirely at the host business site. Total workplace immersion facilitates a seamless combination of classroom instruction, career exploration and relevant job skills training through strategically designed internships. The goal of the Project SEARCH is competitive integrated employment for graduates.
San Andreas Regional Center
Community Employment Services, Group
1555 Parkmoor Ave, San Jose 42 10
Community Employment provides comprehensive services providing; job development, placement and on-the-job coaching for individual participants. In Group placement, the right candidates are identified for the crew or group and a Hope job coach works with employees providing initial on-the-job training and continuous support during all work hours.
*reference section 3B in binder

38. Program or Office location # Staff, includes management
North District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Community Employment Services, Individual Placement
1555 Parkmoor Ave, San Jose
144 14
Community Employment provides comprehensive services providing; job development, placement and on-the-job coaching for individual participants. In Individual placement, once candidates are matched to the right job a job coach works with the newly hired employees providing initial on-the-job training. Following the initial training period job, coaching services decrease to an as needed basis over time.
SARC , Department of Rehabilitation
*reference section 3B in binder

39. *reference section 3C in binder
South District
Review
Kristi Alarid- Director, South District
(Gilroy, Hollister, Salinas & Seaside)
*reference section 3C in binder

40. South District Number of clients served: 376 Number of staff: 92
*reference section 3C in binder

41. South District Org Chart
Kristi Alarid
Director
Margaret Berlanga
Coordinator
Independent Living Services
Independent Living Trainers 9
Greg Dinsmore
Manager Gilroy/Hollister
Employment Services
Job Developer 1
Gilroy EMCC
1 Coord; 8 Facilitators
Hollister EMCC
1 Coord; 4 Facilitators
Gilroy/Hollister Employment
1 Coord; 11 Coaches
Pam Smith
Manager Salinas
DoD–Seaside
1 Coordinator
2 Job Coaches
10 Janitorial Workers
Salinas EMCC
1 Coord; 9 Facilitators
Seaside EMCC
1 Coord; 5 Facilitators
Monterey/Salinas Employment
1 Coord; 10 Coaches
Project Search
1 Coord; 1 Coaches
Jim Williamson
Manager
Naval Postgraduate School
Coordinator Naval School 2
Job Coaches 10
Janitorial Workers 29
Ellen Grasso
Executive Assistant II
*reference section 3C in binder
Updated 4/16/19

42. South District Types of developmental disabilities of clients include:
Intellectual Disability
Cerebral Palsy
Epilepsy
Autism
Down syndrome
*reference section 3C in binder

43. South District 8855 Murray Ave., Gilroy – 12,320 sq. ft.
650 San Benito St., Hollister – 2,750 sq. ft.
744B La Guardia St., Salinas – 10,500 sq. ft
1144 Fremont Blvd., Seaside – 4,760 sq. ft
*reference section 3C in binder

44. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Hollister Employment, Media and Community Connections (EMCC)
650 San Benito Street ,Suite 120, Hollister ,CA 30 6
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
San Andreas Regional Center
*reference section 3C in binder

45. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Gilroy Employment, Media and Community Connections (EMCC)
8855 Murray Avenue Gilroy,CA 64 11
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
San Andreas Regional Center
*reference section 3C in binder

46. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Salinas Employment, Media and Community Connections (EMCC)
744 La Guardia ,SuiteB Salinas,CA 51 12
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
San Andreas Regional Center
*reference section 3C in binder

47. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Seaside Employment, Media and Community Connections (EMCC)
1144 Fremont Boulevard,Suite D, Seaside ,CA 34 7
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
San Andreas Regional Center
*reference section 3C in binder

48. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
SourceAmerica Federal Janitorial Contract Naval Post Graduate School (NPS)
1 University Circle, Bldg. 220 Herman Hall ,Monterey,CA 24 14
Provided through the Federal AbilityOne program, this janitorial contract provides group and IP competitive employment opportunities for Hope clients. SourceAmerica is the nonprofit organization that works with agencies such as Hope to procure and fulfill the federal contract requirements. The contract wages are based on Federal prevailing wage, and benefits are included.
San Andreas Regional Center, Department of Rehabilitation
SourceAmerica Federal Janitorial Contract Dept. of Defense (DoD)
400 Gigling Road Seaside,CA 8 3
*reference section 3C in binder

49. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Project SEARCH
Salinas Valley Memorial Healthcare System450 Romie Lane Salains,CA 6 2
The Project SEARCH Program is a unique, business-led, one-year paid internship program that takes place entirely at the host business site. Total workplace immersion facilitates a seamless combination of classroom instruction, career exploration and relevant job skills training through strategically designed internships. The goal of the Project SEARCH is competitive integrated employment for graduates.
San Andreas Regional Center, Department of Rehabilitation
*reference section 3C in binder

50. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Community Employment Services, Individual Placement
744 La Guardia ,SuiteB Salinas,CA and
8855 Murray Avenue Gilroy,CA 37 4
Community Employment provides comprehensive services providing; job development, placement and on-the-job coaching for individual participants. In Individual placement, once candidates are matched to the right job a job coach works with the newly hired employees providing initial on-the-job training. Following the initial training period job, coaching services decrease to an as needed basis over time.
San Andreas Regional Center, Department of Rehabilitation
Community Employment Services, Group
744 La Guardia ,SuiteB Salinas,CA
and 58 22
Community Employment provides comprehensive services providing; job development, placement and on-the-job coaching for individual participants. In Group placement, the right candidates are identified for the crew or group and a Hope job coach works with employees providing initial on-the-job training and continuous support during all work hours.
*reference section 3C in binder

51. Program or Office location # Staff, includes management
South District
Program
Program or Office location
Clients Served
# Staff, includes management
Program Snapshot
Funding Source
Independent Living Skills
744 La Guardia ,SuiteB Salinas,CA and
8855 Murray Avenue Gilroy,CA 64 11
Independent Living Services (ILS) is a training model where participants work one-on-one with an instructor to develop skills that enable them to learn to live independently in their own home. Services are designed based on the need for up to approximately 30 hours per month.
San Andreas Regional Center
*reference section 3C in binder

52. *reference section 3D in binder
Santa Cruz District
Review
Gina Jennings - Director, Santa Cruz
 (Santa Cruz, Aptos & Watsonville)
*reference section 3D in binder

53. Santa Cruz District Number of clients served: 220 Number of staff: 120
*reference section 3D in binder

54. Santa Cruz District Org Chart
District Director
Gina Jennings
Executive Assistant
Beth Moody
Manager
Vocational Services Programs
& EMCC Program
Sheryl Hagemann
Manager
Community Living Services
SLS & ILS
Alex Weske
Manager
Day Programs
MWG, PVTC, Senior Program
Mauna Loa Morris
SLS Coordinator
Elvira Ramos-Silva
Coordinator
Day Program-MWG
Carole Jarvis
Coordinator
Aptos Senior Program
Jacqueline Pena
ILS Trainer
William Grallo
SLS Support Specialists
Thad Keenan
Adriana Rodriguez
Instructors &
Community Support
Facilitators
Instructors &
Community Support
Facilitators
Coordinator
EMCC Program
Jody Parker
Program Coordinator
SEP Group
Rahshan Williams
Program Coordinator
SEP Group - SEP IP
& Job Developer
David Guarente
EMCC Community Support Facilitators
Job Coaches
Job Coaches
*reference section 3D in binder
Updated 9/2018

55. Santa Cruz District
Types of developmental disabilities of clients include:
Intellectual Disability
Cerebral Palsy
Epilepsy
Autism
Down syndrome
**reference section 3D in binder

56. Santa Cruz District 220 Lincoln St., Santa Cruz - 7,535 sq. ft.
8056 Valencia St., Aptos - 3,486 sq. ft.
93 Rountree Ln., Watsonville – 1,500 sq. ft.
14 Carr St., Watsonville – 3,988 sq. ft.
*reference section 3D in binder

57. Santa Cruz District Program Clients Served Funding Source
Program Snapshot
Mobile Work Group
(Rountree Lane) 33
San Andreas Regional Center
Mobile Work provides services to clients who require additional behavioral support and who are interested in working on crews in the community.
Pajaro Valley Community Access-PVTC (Carr St) 38
Pajaro Valley Community Access is a program designed to respectfully meet the unique challenges of individuals that require support in mobility, self-care and may have medical needs; who want to experience an array of interest based and site and community-based activities.
Aptos Senior Inclusion Center 29
Aptos Senior Inclusion Center provides services for seniors to have the opportunity to explore new or engage in personal interests and hobbies while enjoying the companionship of other seniors. The services also offer site-based and community-based activities.
*reference section 3D in binder

58. Santa Cruz District Program Clients Served Funding Source
Program Snapshot
Employment, Media and Community Connections (EMCC) 38
San Andreas Regional Center
The EMCC Program replaced Work Activity Services and offers both community-based and site-based activities, training, classes, and employment. The program provides a unique component with incorporates media technology as a means to connect to the community. Participants learn how to; produce and edit videos, use a computer, access the web, use , social media and research community resources. Also, each participant will create their own “annual movie” which includes video footage of their program over the last year.
Community Employment (Groups)
Community Employment provides comprehensive services providing; job development, placement and on-the-job coaching for individual participants.  In Group placement, the right candidates are identified for the crew or group and a Hope job coach works with employees providing initial on-the-job training and continuous support during all work hours.
*reference section 3D in binder

59. Santa Cruz District Program Clients Served Funding Source
Program Snapshot
Community Employment (Individual Placement) 22
San Andreas Regional Center
Community Employment provides comprehensive services providing; job development, placement and on-the-job coaching for individual participants.  In Individual placement, once candidates are matched to the right job a job coach works with the newly hired employees providing initial on-the-job training.  Following the initial training period job, coaching services decrease to an as needed basis over time.
Supported Living 16
Supported Living Services (SLS) provides services to individuals who live in their own homes and receive flexible tailored support based on their individual needs: which may include up to 24 hours a day of support in all aspects of daily life.
*reference section 3D in binder

60. Santa Cruz District Program Clients Served Funding Source
Program Snapshot
Independent Living 6
San Andreas Regional Center
Independent Living Services (ILS) is a training model where participants work one-on-one with an instructor to develop skills that enable them to learn to live independently in their own home. Services are designed based on the need for up to approximately 30 hours per month.
*reference section 3D in binder

61. *reference section 3E in binder
Counseling Center
Review
Anna Fernandez, LMFT  – Director, Mental Health
*reference section 3E in binder

62. Counseling Center Number of clients served:
Since July 2018, we have served 1,503 clients with mental health diagnoses and developmental disabilities.
*reference section 3E in binder

63. Behavioral Health Org Chart
Director
Behavioral Health Services
Anna Fernandez
LMFT
Executive Assistant
to Director
Megan O’Mahony
Executive Assistant
Front Operations
Kirsten Stevens
Manager II - IT
Scott Arendt
LMFT
Manager II
Quality Assurance
Maritza Silapasvang
LMFT
Manager II
Compliance/Operations
Gina Trepagnier
Manager I
Program Manager
Eric Lee, LMFT
E.H.R
Administrator 1
Data Analyst 1
Adult Psychiatrists 4
Child Psychiatrists 2
Registered Nurse 1
AMFTs 6
Trainee 1
LCSW 1
Licensed Marriage
Family Therapists 5
Program Associates 2
Case Managers
Peer Partners 8
TBS Coaches 6
Updated 4/16/19
*reference section 3E in binder

64. Counseling Center Number of staff: Director: 1 Clinic Manager: 4
E.H.R. Administrator: 1
Data Analyst: 1
Adult psychiatrist: 4
Child psychiatrist: 2
RN: 1
AMFT: 6
Trainee: 1
LCSW: 1
LMFT: 5
Program Associate: 2
Case Manager/Peer Partner: 8
TBS Coach: 6
Executive Assistant: 2
Total: 45
*reference section 3E in binder

65. Counseling Center List types of disabilities of clients:
A sample listing of diagnoses include
ADHD
Anxiety
Bipolar disorder
Depression
Mood disorder
Post-Traumatic Stress Disorder
Schizophrenia
Schizoaffective Disorder
*reference section 3E in binder

66. (Therapy & medication support)
Counseling Center
744B La Guardia St.,
Salinas – sq. ft.
(Therapy)
1555 Parkmoor Ave.,
San Jose - 34,560 sq. ft.
(20 Therapy Offices)
1144-d Fremont Blvd.,
Seaside sq. ft.
(Therapy)
220 Lincoln St.,
Santa Cruz sq. ft.
(Therapy & medication support)
8855 Murray Ave., Gilroy - 90 sq. ft
(Therapy)
*reference section 3E in binder

67. Counseling Center Program Descriptions: Psychiatric services
Initial assessments of individuals’ mental health, as well as ongoing monthly evaluation and medication management.
Counseling
Includes short-term individual and group therapy, rehab counseling. We employ several therapeutic practices, ranging from sand tray to cognitive behavioral therapy.
*reference section 3E in binder

68. Counseling Center Program Descriptions:
Therapeutic Behavioral Services (TBS) for Children and Adolescents
Short-term, 1:1 intensive behavioral treatment in the home, school, and community.
Designed for youth up to 21 years of age, who are at risk of losing placement, who have been hospitalized in the last 24 months, or who are at risk of hospitalization.
Treatment targets measurable behaviors like opposition, self-harm, and aggression.
*reference section 3E in binder

69. Counseling Center Program Descriptions: Behavioral Consultation
We offer expert advice to other agencies, parents, and board and care staff regarding effective reward systems in teaching clients how to achieve success in their home and in the community.
Family Support Services
We help families and caretakers to support clients with DD and mental health symptoms.
1:1 counseling services
Group informational meetings
Family support groups
*reference section 3E in binder

70. Counseling Center Program Descriptions:
Behavioral Health Management Groups
Assist clients with management of healthy behaviors that promote longevity and healthy living (WRAP—wellness recovery action plan).
*reference section 3E in binder

71. Counseling Center Funding Sources: MediCAL MediCARE SARC
*reference section 3E in binder

72. Counseling Center Last Rate Adjustment:
Santa Clara County, retroactive to July 1, 2018, increase in reimbursement by 12% for staff retention, new hires, and network adequacy.
*reference section 3E in binder

73. *reference section 3F in binder
Community Living Services
Review
Linda Siino, MSW - Director, Community Living Services
*reference section 3F in binder

74. Supported Living Services
…..A service that provides individuals an opportunity to make choices about their lives, to determine where, how, and with whom to live, work and recreate with support from an SLS agency for as long as they need it with the involvement of those who know and love the person the most.
*reference section 3F in binder

75. Supported Living Eligibility
Developmental Disability diagnosis
Age 18 and over
Regional Center funding-criteria based on regs.
Desire to live in a supported living situation (no readiness test)
Must be in own home
Ability to pay expenses
*reference section 3F in binder

76. What’s So Great About SLS?
Services are individualized for as long as needed or desired.
Focus on home ownership, developing relationships, choice, health safety and quality of life.
Individuals select their staff with input from family, conservator, and friends.
24 hour services and emergency response.
Increase independence (not goal- frequent outcome).
Services change as individuals change for as long as services are necessary.
*reference section 3F in binder

77. Challenges Process takes time for planning
Individual responsible for own living expenses--rent, utilities, food, etc.
High cost rent, too little low income housing
Staffing/Funding Ch
*reference section 3F in binder

78. Independent Living Skills (ILS)
Intermittent training-not support
Time limited, 1:1
Training by the hour based on person centered assessment
At home and in the community
*reference section 3F in binder

79. ILS Eligibility School services completed Minimum age 18
Developmental disability
Regional center funding
*reference section 3F in binder

80. *reference section 5 in binder
Accounting and Finance Review
Chip Huggins, CEO
Francie Hsu, Controller
*reference section 5 in binder

81. Income Statement
*reference section 5 in binder

82. Balance Sheet
*reference section 5 in binder

83. Cash Flow
*reference section 5 in binder

84. Misc.
*reference section 5 in binder

85. Robert Shuck, VP Retail Operations *reference section 6 in binder
Facilities/R2/Retail Review
Robert Shuck, VP Retail Operations
*reference section 6 in binder

86. Recycle Reuse – Retail – Facilities Org Chart
Robert Shuck
Vice President
Retail & Operations
Mitchell Koblis
Director, Facilities
Gregory Lynn
Manager, Facilities
Varsha Sethi
Retail
HR Manager
HopeTHRIFT
Erica Glenn
Store Manager
Willow Glenn
Lydia McComas
Fremont
Traci Taber
Watsonville
Recycle Reuse
N. CA & S. CA
George Patino
Manager
S. CA
Call Center
Truck Drivers
Jesus Valencia
Coordinator
N. CA
Henri Jaime
Executive Assistant
Corie Britton
Facilities/Retail/R2
*reference section 6 in binder
Updated 4/17/2019

87. HopeTHRIFT Org Chart *reference section 6 in binder Updated 4/17/2019
Robert Shuck
Vice President
Retail & Operations
Erica Glenn
Store Manager
Willow Glen
Socco
Villafuerte-Anaya Production Manager
16 Production Assistants
Juanita Castellon
Assistant Store Manager 3
Supervisors
10 Front-end Employees
Traci Taber
Watsonville
Malachi Rodriguez (Kai)
Production Manager
Melina Vizcaino
Assistant
5 Front-end Employees
Lydia McComas
Fremont
Adanna London Production Manager
Colette Kinkley
4 Front-end Employees
Varsha Sethi
Human Resources Manager - Retail
*Total number of employees includes permanent clients on store payroll. It does not take into account any future terminations and onboarding.
*reference section 6 in binder
Updated 4/17/2019

88. Retail History Retail has been in Hope for 20 plus years
Hope has tried to create Retail once before.
Savers dropped Hope before and came back.
Fremont was the only location that survived 5000 sq. ft.
Biggest competition, Goodwill, Savers
Thrift is a 14 billion dollar industry
Retail never ragged out before, inventory never turned
*reference section 6 in binder

89. Retail History Fremont was generating $60K in revenue
Fremont increase to $80k before the move to a larger location
Added new locations, W.G. 28K sq ft, Watsonville 20K sq ft, and Fremont 18K sq ft.
Visited the ARC of Colorado in Oct.
Since mirroring the ARC process, production and sales have had a steady increase
*reference section 6 in binder

90. HopeTHRIFT Operations
*reference section 6 in binder

91. HopeTHRIFT Operations
*reference section 6 in binder

92. R-2 History Running 10 routes in L.A. and 10 Routes in Bay Area
Everything collected was sold to Savers in both locations
Revenue generated was Net $1.4 million from Delivery and OSD
Saver renewed contract in L.A. and ended the contract in Bay Area Dec 2018
Savers had six stores in the Bay Area
Savers has closed three stores, half of their stores in Bay Area
Mailing through Mercury Mail to every house in a zip code
*reference section 6 in binder

93. R-2 History
No.Cal. has reduced the R-2 operation, No longer offer pickup. Donation events/Special pickups
Three truck supporting the stores
85% of what we collected now goes through the retail stores
Selling ragout loads, Selling one to two loads a month of credential
Sending books to GSB, scanning at store level
L. A. location has a small warehouse and office, 17 employees
L. A. deliverers to Savers or loads products in a trailer
*reference section 6 in binder

94. How Donations Generate Hope
*reference section 6 in binder

95. How Donations Generate Hope

96. Facilities History
24 buildings ranging from, warehouse, office, retail, and housing.
Leased 12 building, Owned 11
Facilities are located from Half Moon Bay to Monterey, with one satellite location in La Mirada (L.A.).
Facilities was outsourced
Built a Facilities department in house to address cost and coverage of Retail expanded hours.
Installed Solar on three properties, Gilroy, HQ, and Parkmoor. Cost reduction on PG&E
*reference section 6 in binder

97. Facilities History Facilities Savings from bringing in house
HVAC = 131,711
Backflow replacements and repairs = 44,558
Electrical = 83,108
Cabling/alarms = 68,022
Solar Savings
Las Colinas = 16,678
Gilroy = 3,658
Parkmoor = 58,229
*reference section 6 in binder

98. Chip Huggins, CEO *reference section 6 & 7 in binder
Strategic Action Plan
and
Committee Review
Chip Huggins, CEO
*reference section 6 & 7 in binder

99. Strategic Action Plan
This document comprises a strategic action plan for Hope Services. It reviews its:
Strengths, weaknesses, threats, and opportunities;
Presents a series of fundamental statements relating to Hope's vision, mission, values and objectives;
And sets out Hope’s proposed strategies, goals and action programs.
*reference section 6 in binder

100. Committee Review Executive Audit Finance Human Resources
Development and Marketing
Governance
Investment
*reference section 7 in binder