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HomeMy WebLinkAbout1996-11-13 HC Regular Meeting Agenda Packet PALM DESERT REDEVELOPMENT AGENCY INTEROFFICE MEMORANDUM DATE: NOVEMBER 5, 1996 TO: HOUSING ADVISORY COMMITTEE MEMBERS FROM: MARIA HUNT SUBJECT: NOTICE OF COMMITTEE MEETING The next regularly scheduled meeting of the Housing Advisory Committee will be held on Wednesday, November 13, at 3:30 p.m. in the North Wing Conference Room. Enclosed is the agenda packet for your review. Please call me at 776-6306 and let me know whether or not you will be able to attend the meeting because we need a quorum in order to conduct business. If we do not have a quorum, the meeting will be cancelled. Also enclosed for your information is a copy of the 1997 Committee's Meeting Schedule. Thank you for your cooperation in this matter. Thanks. v \ L cL POSTED AGENDA HOUSING ADVISORY COMMITTEE NOVEMBER 13, 1996 - 3:30 P.M. NORTH WING CONFERENCE ROOM * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * I. CALL TO ORDER II. ORAL COMMUNICATIONS A. Any person wishing to discuss any item not otherwise on the Agenda may address the Committee at this point by giving his/her name and address for the record. Remarks shall be limited to maximum of five minutes unless additional time is authorized by the Committee. B. This is the time and place for any person who wishes to comment on nonhearing Agenda items. It should be noted that at Committee discretion, these comments may be deferred until such time on the Agenda as the item is discussed. Remarks shall be limited to a maximum of five minutes unless additional time is authorized by the Committee. III. APPROVAL OF SEPTEMBER 11, 1996 MEETING'S MINUTES IV. CONTINUED BUSINESS A. Portola Palms Mobilehome Park 1. Final Survey Results 2. Review of Board's Bylaws regarding Election Section 3. Report on October 28 Special General Meeting B. Proposed Rehabilitation Program Update 1. Review of Pictures Depicting Problem Areas in the City 2. Housing Rehab Program V. REPORTS A. Desert Rose Update B. Housing Projects Update VI. ADJOURNMENT • •.•... •..•• j� Minutes row 1.14•:.pay HOUSING ADVISORY COMMITTEE CONVENE 3:30 p.m., Wednesday, November 13, 1996 ROLL CALL Members Present: J. Richards, G. Holmes, W. Winfield Members Absent: R. Murphy Others Present: J. Benson, T. LaRocca, C. Ortega, M. Hunt ORAL COMMUNICATIONS None. MINUTES It was moved by G. Holmes and seconded by W. Winfield to approve the September 11 meeting's minutes as submitted. Motion was unanimously carried. CONTINUED BUSINESS PORTOLA PALMS MOBILE HOME PARK Ms. LaRocca provided the Committee with copies of the final Survey Results, memo regarding the Board's Bylaws pertaining to annual meeting and election of Board members, and a memo regarding the October 28 Special General Meeting of the Portola Palms Homeowners' Association. The Special General Meeting was well attended and well run. The Board was responsive and concerns raised focused more on daily operation and management. There appeared to be no dissension of residents, in fact there was overwhelming support for the current Board and its activities. • MiiiuLes NOV. 13, 1996 HOUSING ADVISORY COMMITTEE CONTINUED PORTOLA PALMS MOBILE HOME PARK (Contd) BUSINESS (Contd) After discussion the Housing Advisory Committee requested the following: 1. Look at how many sales per month it would take to keep current on loan. 2. Need report of what Committee has done with regard to Portola Palms. 3. Need a report from the Realtor on what it will take to sell the spaces - marketing, sales projections, lowering of price on lots. 4. Provide copies of the results of the survey to the Housing Acquisition Board and have them comment on the comments that were made by the residents. PROPOSED REHABILITATION PROGRAM UPDATE Staff is in the process of obtaining information from • consultants who would help staff set up a Rehab • Program by providing technical knowledge and procedures. Information has been received from Affordable Housing (Huntington Beach), and Kaiser Marster (Los Angeles). Motion was made by J. Richards and seconded by W. Winfield to have Staff send out a Request for Proposal for the purpose of obtaining a consultant to assist Staff in setting up a Rehab Program. Motion.was unanimously carried. • • 2 Minutes NOV. 13, 1996 HOUSING ADVISORY COMMITTEE CONTINUED BUSINESS (Contd) The Committee reviewed the pictures depicting problem residential units within the City. Code Enforcement is in the process of looking into the problem areas and taking steps to site properties with code violation issues. REPORTS DESERT ROSE UPDATE Ms. LaRocca noted that staff is currently working with the County's Economic Development Agency for participation in the First-time Home Buyers Program. Thereby adding another financing opportunity to Desert Rose buyers. Bus shelter signs have been very successful. Plan on doing light advertising during December because of the holidays. HOUSING PROJECTS UPDATE Committee was provided with a copy of status report of Housing Projects. 1 Housing Authority Audit Ms. LaRocca reported that the preliminary audit report has been discussed with Housing Authority staff and they are to respond to issues discussed by November 15. Committee requested that staff provide them with a status report at the next meeting. • Minutes NOV. 13, 1996 HOUSING ADVISORY COMMITTEE REPORTS (CONTD) Housing Authority Audit (Contd) After discussion, the Committee suggested the following: 1. Have someone do a walkthrough of all the units subsidized by the Agency, preferably a neutral party to do a physical onsite inspection of units and infrastructure to determine condition and repairs needed. 2. Provide copy of property inspection report and capital improvement estimate from the Housing Authority; 3. Have the Housing Authority provide the Agency with a list of the maintenance records of all the projects; 4. Update pro forma detailing all the projects ADJOURNMENT Motion was made by W. Winfield and seconded by G. Holmes and unanimously carried to adjourn the meeting. The meeting was adjourned at 4:50 p.m. 0((_0 Carlos L. Ortega Secretary mh/ 4 PORTOLA PALMS MOBILE HOME PARK I. LABELS RECEIVED FROM CASA MANAGEMENT SERVICE: 118 DOMESTIC 5 CANADIAN 19 VACANT LOTS 142 TOTAL II. ACKNOWLEDGED RECEIPT: Total Domestic: 118 Received: 100 Percentage: 84 % Total Canadian: 5 Received: 4 Percentage: 80 % III. RETURNED TO SENDER: Total Domestic: 118 Received: 8 'yaw Percentage: 6 % Total Canadian: 5 Received: 1 Percentage: 20 % IV. QUESTIONNAIRES: Total Mailed: 123 Response: 64 Percentage: 52 % As at October 2, 1996 PORTOLA PALMS MOBILE HOME PARK Nis, RESIDENTS' QUESTIONNAIRE RESPONSE YES NO ? 1. Would you support an initial reduction in sales prices of Acquisition Association owned spaces as an incentive to potential buyers? 39 18 7 2. As Acquisition Association spaces are sold, the remaining space prices can be increased slightly based on demand, do you agree? 39 17 8 3. Do you support a review of current Homeowners Association fees? 34 24 6 4. If Homeowners Association fees are determined to be too low, do you support an increase? 16 41 7 5. Are Park amenities, i.e. pool and clubhouse, etc., in good condition? 54 4 6 6. If not, what improvements need to be done? Please list: [SEE ATTACHED LIST] 7. Is outside management a help to residents? Please explain: 9 28 27 8. Per ballot released in February 1996, the annual meeting and election Now of the Homeowners Association Board was moved from June 1996 52 4 8 to February 1997. Do you support the change in dates? 9. Are you aware that the State of California has designated this Park as a `family park' as a result of loans made to residents, which prohibits 53 7 3 a change in designation? As at October 2, 1996 WHAT IMPROVEMENTS NEED TO BE DONE? r.. ► Need onsite manager to oversee daily park operations and enforce rules. ► Motion detector lighting as security at entrance. ► Restroom at laundry needed floor washed and supplies replaced. Park entrance lights not working. ► Vacant lots need clearing up. ► Older coaches need improvements. ► Better security at storage area and the park. ► Management company should follow through on maintenance repair, eg. Broken pool gate, decking around pool. ► Speed bumps should be installed in the park. ► Work needed where row of trees were cut down. Naar, Streets are not cleaned of debris at times. ► Grass around clubhouse is not kept up - gardeners not supervised. ► Some occupied spaces not complying with CC&R's -junk around properties. ► Existing substandard mobiles need to be cited & citation enforced. ► Speed limit and stop signs need enforcement - children driving golfcarts. ► There is a need for a `playground' for children in pool area or elsewhere (too many restrictions against children). ► Suggest hiring the previous managers (they did an outstanding job). ► I pay for manager service and did not vote for a non-manager park. Please get one. ► Pool should be emptied and painted; decking on pool was replaced last year& already chipping; pool area infested with ants. ► HOA fees not wisely used. As at October 2, 1996 PALM DESERT REDEVELOPMENT AGENCY INTEROFFICE MEMORANDUM DATE: October 3, 1996 TO: Members of the Housing Advisory Committee FROM: Teresa L. La Rocca, Housing Programs Coordinator SUBJECT: BYLAWS - PORTOLA PALMS HOME OWNERS ASSOCIATION I have reviewed the subject Bylaws with respect to annual meeting and election of Board Members. Section 4.3 Annual Meeting states: "Annual meetings of the owners shall be held on the same day of the same month of each year after the organizational meeting. At such meeting, there shall be elected by secret written ballot, a Board, members as herein after described and r whose duties shall be as hereinafter provided ". In this case, the annual meeting had been held in the month of June and has been amended to be held in February. Section 4.4 Special Meeting states: "A special meeting of the members of this Association shall be promptly called by the Board upon: 1. The vote of such a meeting by majority of a quorum of the Board; or 2. Receipt of a written request for a special meeting signed by members representing of at least five percent (5%) of the total voting power of the Association." In response to a written request of five percent (5%) of the Association, Casa Management has sent out notification to all residents as prescribed in Section 4.5 Notice of Meetings, which calls for the mailing of said notice, at least 10 days nor more than 90 days before such meeting is held. Notification was mailed September 18, calling for a special meeting on October 29 at 7:00 pm. Page 1 of 2 BYLAWS-PORTOLA PALMS HOME OWNERS ASSOCIATION October 3, 1996 Section 6.2 Removal of Board of Directors states: "The entire Board may be removed from office by affirmation vote of 51% of the owners entitled to vote at any election of the Board. Unless the entire Board is removed from office by the vote of members of the Association, no individual Director shall be removed prior to the expiration of his term of office if the votes cast against removal are sufficient to elect Director if voted cumulatively at an election " This means the entire Board can be removed by 51% of voters. Individual Director removal uses a different formula. Section 11.2 Amendment or Repeal of the Bylaws states: "These Bylaws, and any provisions hereof, or of the Articles of Incorporation, may be amended or repealed by vote or written assent of owners representing at least fifty-one (51%) of the voting power of the Association " ` . Based on discussions with our attorney, and reviewing the method used to change the Annual Meeting date by the current Board, it appears that the Board has followed all the legal requirements, thereby complying with the Articles and with the law. Hence, the residents who are currently opposed to the change of the Annual Meeting date will have to go through the same process. I have been in contact with Kay Eggars of Casa Management and expressed concerns relative to day-to-day operations of Portola Palms. She assures me that they are continuing to monitor the maintenance of the park and have recently contracted for tree trimming and street repairs and vacant lot clearing within the park. With respect to emergencies, the residents have been advised to call 911 which is the norm at most parks. Otherwise, depending on the degree of urgency, they will need to call the Sheriffs Department (836-1600). I have been in telephone cont ct with Ray Wolfe advising her of these findings. RESA L. LA R CCA TLR:lw Page 2 of 2 PALM DESERT REDEVELOPMENT AGENCY INTEROFFICE MEMORANDUM DATE: OCTOBER 31, 1996 TO: HOUSING ADVISORY COMMITTEE FROM: TERESA L. LAROCCA, HOUSING PROGRAMS COORDINATOR SUBJECT: SPECIAL GENERAL MEETING - PORTOLA PALMS MOBILEHOME PARK On October 28, 1996, 7 p.m., I attended a special meeting at Portola Palms Mobilehome Park in response to residents' requests as was described to us by Raye Wolf at the Housing Advisory Committee's September 11 meeting. The meeting was very well attended. The Recreation Room was filled and there were 5 Board members present. The 44 homeowner lots were represented (75 individuals) and a quorum of the Acquisition Association present. The Acquisition Association Board meeting was opened, comments requested there being none the meeting was closed and the General Meeting of the Homeowners' Association was opened. Board members and audience thanked Dean Worley and Vern Pierson for continued maintenance of the Park during the summer months in the absence of onsite managers. Hal Saey requested to read into the record his letter to the Homeowners Association requesting a Board meeting stating that the purpose of the meeting was to brainstorm ideas relative to issues and concerns within the Park. He praised the current Board for their volunteer work and the good job their doing. In addition, he commented that there was an anonymous unsigned letter sent to the Board via fax the same date on which his letter was sent which called for the Board's resignation. He wanted to clarify for the record that the unsigned letter was in no way connected to his request for a special meeting, stating that he has no knowledge of who sent or why the letter was sent. The unsigned letter was read into the record. There was extensive discussion relative to the need for onsite versus offsite management, the definition thereof, and the pros and cons of such a service. The general consensus was that daily management in some form is necessary in order to keep the Park operating and running smoothly on a daily basis. 40 Kay Eggers of Casa Management responded to questions relative to the 38 lots owned by the Acquisition Association, the involvement of the RDA as lenders on these lots and potential foreclosure by the RDA should the Acquisition Association default in its interest payments. There was clarification of the Agency's responsibility to the Park and the Acquisition Association's responsibility to pay the Note, along with clarification on the roles of the Homeowners' Association versus that of the Acquisition Association. Kay made it very clear that the Agency/City have no desire to own, operate or manage the Portola Palms Mobilehome Park, and in fact have every desire and incentive to see the vacant lots sold and the Note paid in full. There was clarification from the Board on the make up of the current Board as allowed by the Bylaws and explained that four of the current sitting Board members have been appointed in compliance thereto. The Board stated that there has been a Nominating Committee established who is currently in place and accepting letter of interest from residents who wish to be considered and placed on the ballot for the General Election as Board members. It was stated and clarified that the elections will be held in February. There was no verbal opposition from anyone in the audience to the above. A Committee of residents from each street will be appointed to review need of onsite versus offsite management, who will report back to the general membership at their November 26 meeting. 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F.c"-,. * m 0 c, o w m * cn mg n m IO e'• er .�� n w C•lmi, w O< 0 n C7 CM ` fl, ly m CD w n •'0 IIMI . 0•CD'O N0 m-co Ip lot m N n si, ry, O.O . • - era 5 .CD0Crm O_= c, ry F7 .gym n L =._ Sao n o v, CD 3 n m o = o°, m y c 4ue r 0 cwo o m- f o� n 3 rn = c �,vr.. 14 l,-r-�,-V 11'4 ONTARIO REDEVELOPMENT AGENCY HOUSING REVITALIZATION PROGRAM APPROVAL DATE APPROVED BY SUBJECT: BASIC LOAN PROGRAM PAGE NUMBER 1 SECTION: BASIC LOAN PROGRAM II. POLICY: A. Loans are available to assist very low to low income, single family homeowners of the City with home improvements, and essential repairs. B. 0% Deferred Loan: Low and very low income homeowners may borrow up to a maximum of $35,000 for most kinds of home improvements. Loans exceeding $25,000 shall constitute substantial rehabilitation and must follow guidelines in Title 24 Requirements (Exhibit ). C. Qualification (See Application Phase) is based primarily on home ownership verification, gross annual household income, family size and home equity. D. Work performed on "condominiums" and other forms of coopera- tively owned dwellings is limited to that part of the property singularly owned by the qualified individual. Mobile homes are included for rehabilitation work under specific guidelines (see Mobile Home Requirements Section). III. PROCEDURE: A. The homeowner shall complete an Eligibility Questionnaire (Exhibit 1 ) and if qualified, continue with the Application Phase. 6 ONTARIO REDEVELOPMENT AGENCY HOUSING REVITALIZATION PROGRAM APPROVAL DATE APPROVED BY SUBJECT: BASIC LOAN PROGRAM PAGE NUMBER 2 B. If the client qualifies, the Staff shall perform an on-site inspection of the property (See Inspection Phase) to determine the nature of repairs needed. NOTE: Upon completion of the bidding process, a qualified contractor (See Contractor Section) shall be selected by client. C. Upon approval, all loan documents shall be executed (see Loan Processing Section). Staff will then give written notification contractor, to draw permits and begin work. Staff will perform interim work inspections to note job progress. (See Construction Section) D. Payment procedures are outlined in the Payment Section. E. Once all work is completed and all payments made to contractors, the file will be reviewed by the Staff to process final documents. Prior to closing the file, the Staff will ensure completeness of all forms and documents (See Completion Section). 7 • HQ SiNe iEvITAuz TIC?NiNg1GI sdRHop II NHA. t[go .p:RoC i i l > ELIGIBILITY QUESTIONNAIRE In response to your request regarding the Ontario Redevelopment Agency's Housing Revitalization or Neighborhood Enhancement Programs for home rehabilitation, please fill out the following information. When this form is completely filled out, return to Ontario Redevelopment Agency, 316 East "E" Street, Ontario, CA 91764. If you qualify, your name will be added to the waiting list. If you have any questions, please call Kathy Shadden at 909/391-2515. NAME/S ON TITLE OF PROPERTY ADDRESS OF PROPERTY INDICATE IF RENTAL PROPERTY, Yes No CITY, STATE, ZIP CODE HOME TELEPHONE NUMBER BUSINESS TELEPHONE NUMBER NUMBER OF FAMILY MEMBERS (CLAIMED ON INCOME TAX) ANNUAL GROSS INCOME (ALL SOURCES) PROPERTY MORTGAGE BALANCE REPAIRS NEEDED HOUSING\REHAB\KSHAD\FORMS\APPQUEST ONTARIO REDEVELOPMENT AGENCY HOUSING REVITALIZATION PROGRAM APPROVAL DATE APPROVED BY SUBJECT: GRANT PROGRAM PAGE NUMBER 1 SECTION: GRANT II. POLICY: A. Emergency Grant: A qualifying property owner with an emergency situation will be offered a one-time repair grant up to $5,000 for emergency repairs only (i.e. roofing, plumbing, electrical, heating) within a five (5) year period. Emergency need will be determined by Staff and/or contractor recommendations. NOTE: In an emergency situation, Staff may verify ownership and income only. If an extreme emergency exists, an immediate verbal authorization can be given to start work (see Construction Section). Supervisory approval should be obtained as soon as possible. Payment to be processed on a claim form (Exhibit 1 ). Proper file documentation necessary. C. Condominium Grant: Work performed on "condominiums" and other forms of cooperatively owned dwellings is limited to that part of the property singularly owned by the qualified individual. D. Mobile Home Grant: Mobile homes is limited to that part of the property singularly owned by the qualified individual (see Mobile Home Requirement Section). III. PROCEDURE: A. The homeowner shall complete an application with the Staff. (See Application Section). B. If the client qualifies, Staff shall perform on site inspection of the property in conjunction with the loan program. See Inspection Section to determine the nature of repairs needed. 8 ONTARIO REDEVELOPMENT AGENCY HOUSING REVITALIZATION PROGRAM APPROVAL DATE APPROVED BY SUBJECT: GRANT PROGRAM PAGE NUMBER 2 NOTE: Inspections for emergency grants are for emergency items only. If repair requires immediate attention, get immediate bids by calling specified sub-contractors. If repair is not urgent, obtain bids in one (1) to three (3) days (i.e. roof. If client qualifies, a roof can be tarped until weather is adequate enough for repairs to be done. C. Upon completion of the bidding process, a qualified contractor (see Contractor Section) shall be selected by client. D. The staff shall prepare proposal for supervisory approval, which should include recommendations and other information on the standard Memorandum form (See Approval Section). E. Staff will notify contractor (verbal or written) allowing them to draw permits and begin work. Staff will perform interim work inspections to note job progress (see Construction Phase). F. Payment procedures are outlined in Payment Section. G. Once all work is completed and all payments made to contractors, the file will be reviewed by the Staff to process final documents. Prior to closing the file, the Staff will ensure completeness of all forms and documents (See Completion Section). 9 PALM DESERT REDEVELOPMENT AGENCY INTEROFFICE MEMORANDUM DATE: October 23, 1996 TO: CARLOS ORTEGA, Executive Director RD. FROM: TERESA L. LA ROCCA, Housing Prog : • oordinator SUBJECT: DESERT ROSE UPDATE is Sales: 57 units (Phase 1 and 2) Average to date subsidy (exclusive of sales price reduction) Average mortgage subsidy $ 9,932 Average closing costs $ 2,270 Average interest buydown $ 3,016 0* Escrows: 35 Closed 14 Currently opened 8 Being processed for submittal to escrow H* Income Breakdown: 1 families of very low income (Closings) 24 families of low income 10 families of moderate income II* Phase I: 8 units available * Phase II: 36 units available Phase III: Will not be offered until substantial number of units sold in Phase II Average Sales Rate: 8 sales per month Traffic: 78 walk-ins for week ending 10/18/96 38% mature prospective buyers 62% family prospective buyers • Summary of media campaign: The TV marketing campaign proved to be very successful coupled with bus shelter signs, newspaper and radio. Traffic doubled and interest was very high. This past week has shown a slowing in traffic. It is anticipated that November/December will slow down considerably. Based on this, we will be revamping the radio ad with a more direct "hard hitting" version to run during the holiday season. * Desert Rose Bonds On 10/12/96 the Desert Rose Bonds were refinanced thereby providing the necessary `'"""' working capital to pay for project costs. TLR:lw PALM DESERT REDEVELOPMENT AGENCY INTEROFFICE MEMORANDUM DATE : October 8, 1996 TO : Carlos Ortega, Executive Director RDA FROM: Teresa La Rocca, Housing Programs Co dinator SUBJECT: AGENCY HOUSING - UPDATE DESERT ROSE PROJECT: Please see attached report dated October 3, 1996, memo on Desert Rose. ea. SANTA ROSA APARTMENTS Draft Development Agreement and Regulatory Agreement has been forwarded to Southern California Housing Corporation (SoCal) for review and comment. Have been advised by Socal of need for additional time to review the proposed agreement in that they are attempting to coordinate the Santa Rosa Apartment Project with a larger project they are currently negotiating on in another city here in the valley. Their intent is to begin rehabilitation on both projects at the same time, hence their desire to delay action on the Santa Rosa Poject until mid November. ell- HOUSING AUTHORITY AUDIT Met with the Housing Authority staff on September 25, to discuss the draft findings of the audit. Housing Authority staff will review the findings and submit their response to the RDA auditors by November 14, 1996, for inclusion into the final audit report to be presented to the Agency Board at their December meeting. PORTOLA PALMS MOBILE HOME PARK Attached are the final results and responses to the survey questionaire mailed to each resident at the park. Interest payment for the month of August was received from the Acquisition Association making them current through the end of August. Finance mailed the September on October 1. The Acquisition Association has 30 days in which to make that payment. I will keep you posted. PMW HOME PARK CONVERSION STUDY Letters have gone out to each of the three Presidents of the HOAs for those parks included in this study informing them of the Agency Board's action and the requirement for conversion. I have received no inquiries from any of the parks as of this date. Page 1 of 2 SUBJECT: AGENCY HOUSING - UPDATE October 8, 1996 RESIDENTIAL REHAB PROGRAM Have been in contact with various consulting firms and requesting information on the rehab program they have created and costs. I am in receipt of one proposal and waiting for the rest. A meeting of the Clean Sweep Committee to address code violation issues has been tentatively scheduled for October 16. We will discuss ongoing code enforcement activity and the various city components required to develop of a successful Residential Rehab Program. ea' RELOCATION Given the ongoing proposed activities with SoCal on the rehabilitaton of Santa Rosa Apartments, I will be requesting authorization to relocate the three resident families currently living at the apartments. I will work with each individual family to determine their housing needs and process for relocation displacement abd relocation benefits as required under California Relocation Guidelines. The intent is to have these families relocated prior to or shortly after the transfer of property to SoCal for commencement of rehabiliation. 4- HABITAT FOR HUMANITIES On October 7, I received a letter from Habitat in response to my numerous inquiries on the status of the Palm Desert proposal. Habitat is still lacking donation of building materials required. I will be meeting with them to discuss increased RDA participation and assistance with developing a donor list. 4- BUILDING HORIZONS- BOYS & GIRLS CLUB There has been no contact with representative of Building Horizons since July, 1996. At the July meeting, I requested they submit a proposal outlining their proposal, program and budget. As of today, I have not yet received their response. ea. DESERT ROSE CHANNEL LINING Completed. Awaiting invoice from CVWD for payment. TLR:lw Page 2 of 2 PALM DESERT REDEVELOPMENT AGENCY INTEROFFICE MEMORANDUM DATE: October 3, 1996 TO: CARLOS ORTEGA, Executive Director RDA FROM: TERESA L. LA ROCCA, Housing Programs Coordinator SUBJECT: DESERT ROSE UPDATE Sales: 55 units (Phase 1 and 2) Average to date subsidy (exclusive of sales price reduction) Average mortgage subsidy $11,600 Average closing costs $ 2,300 Average interest buydown $ 2,950 '* Escrows: 34 Closed 12 Currently opened 8 Being processed for submittal to escrow ""* Income Breakdown: 1 families of very low income 39 families of low income 15 families of moderate income H* Phase I: 10 units available H* Phase II: 36 units available Phase III: Will not be offered until substantial number of units sold in Phase II 'is Average Sales Rate: 9 sales per month • Traffic: 116 walk-ins for week ending 09/27/96 49% mature prospective buyers 41% family prospective buyers * Summary of media campaign: On 9/16/96 began a heavier advertising campaign including TV, Radio, Bus Shelter Ads and Newspapers. Have seen a dramatic increase in traffic. 66% generated from TV ads, half from the Hispanic stations. * Desert Rose Bonds Original 1994 Desert Rose Bonds redemmed as of 10/2/96. New 1996 Bonds will decrease cost of per unit to RDA thereby reducing the amount of Gap financing (difference between bank release price versus sales price). TLR:lw POSTED AGENDA HOUSING ADVISORY COMMITTEE NOVEMBER 13, 1996 DECLARATION OF POSTING I, Maria Hunt, Secretary to the Executive Director of the Palm Desert Redevelopment Agency, do hereby declare that the foregoing agenda for Housing Advisory Committee meeting of Wednesday, November 13, 1996, was posted on the bulletin board by the outside entry to the Council Chambers, 73-510 Fred Waring Drive, Palm Desert, on November 5, 1996. Dated: November 5, 1996 /-17(&11-" 1— MARIA HUNT, Secretary to Executive Director Palm Desert Redevelopment Agency PALM DESERT REDEVELOPMENT AGENCY REHABILITATION PROGRAM GUIDELINES v I. yd PROGRAM PURPOSE To implement low and moderate income housing provisions pursuant to California Redevelopment Law (Health and Safety Code Section 33000, et seq.) li. PROGRAM ELEMENTS The Housing Rehabilitation Programs are to be administered by the Redevelopment Agency's Executive Director, and/or his/her designee. A. Goal To increase, improve and preserve the community's supply of low and moderate income housing within the territorial jurisdiction of the Redevelopment Agency. B. Objectives 1. To preserve and improve neighborhoods serving needs of low and moderate income persons 2. Improve the quality of life, health and safety of the neighborhoods within the territorial jurisdiction of the Redevelopment Agency 3. To eliminate blighted conditions as defined by California Redevelopment Law C. Funding Source Community Development Block Grant Funds, 20% Tax Increment Housing Set-aside Funds, General Funds as appropriate, D. Program Priorities 1. Owner occupancy family residential property 2. Renter occupied single-family residential property DRAFT 3. Multi-family rental properties Rehabilitation assistance shall be made available to eligible properties within the territorial jurisdiction in order of priority. The Agency may from time to time designate certain neighborhoods as priority target areas. The Redevelopment Agency reserves the right to review individual projects to determine that the goals and objectives of the Agency's Rehabilitation Program will be implemented by its involvement in the proposed projects. The Rehabilitation Program Guidelines shall provide basis for reviewing, analyzing and prioritizing certain rehabilitation projects. Emphasis will be placed on achieving improvements that will address health and safety issues, eliminate blighting conditions, and make a positive dramatic impact upon the appearance and economic viability of the neighborhood. The Redevelopment Agency will not pay for improvements that have been completed or started prior to the date of the release of the "Certificate of Eligibility and Authorization to Proceed". The Agency reserves the right to establish the type, nature and scope of improvements that it will finance. The ASC will establish a priority for improvements that it will finance. III. ELIGIBLE PROGRAMS A. Land Acquisition for Affordable Housing In order to encourage the development of quality affordable housing for low and moderate income persons, the Agency will endeavor to purchase parcels of land that have the capability of being developed for single- family residential dwelling purposes. The goal of this program is to provide incentives that will result in the creation of owner-occupied single- family dwellings to meet the state mandated housing requirements for the Redevelopment Agency. B. Owner-Occupied Residential Rehabilitation - Low Income 1. Available to: Owner-occupants of residential dwelling units that demonstrate that the household income does not exceed 80% of the current Median Family Income for Riverside County. 2 DRAFT 2. Authorized Improvements: Exterior improvements that improve the appearance of the dwelling and property from the public street to include but not be limited to: painting; installation of concrete driveways; front yard landscaping improvements; roof repairs oXreplacement; electrical wiring repairs to correct safety problems; heating and/or air conditioning or evaporative cooler installation, repair or replacement; interior repairs needed to provide safe and sanitary living conditions; structural repairs; site improvements; and correction of code violations; installation of ornamental iron fencing (No chain link fencing shall be installed as a result of this program.) The Agency shall establish the work and expenditure priority. 3. Funding type and amounts: A grant of up to per household, based on need and public benefit, may be provided upon completion of authorized improvements. C. Owner-occupied Residential Rehabilitation - Appearance 1. Available to: Owner-occupants of any residential dwelling unit located in the Redevelopment Project Area or any owner-occupied residential dwelling unit identified by the Agency which is located within the City of Palm Desert that has the potential of assisting in the implementation of the goals and objectives of the adopted redevelopment plans. 2. Authorized Improvements: Exterior improvements that improve the appearance of the dwelling and property from the public street to include but not be limited to: painting; installation of concrete driveways; front yard landscaping improvements; roof repairs or replacement; repairs to correct safety problems; structural repairs; site improvements; and correction of code violations; installation of ornamental iron fencing (No chain link fencing shall be installed as a result of this program); or other improvement that will implement the goals and objectives of the adopted redevelopment plan. 3 DRAFT 3. Funding type and amounts: A rebate of 50% of the actual cost of the authorized improvements not to exceed per household.. Payment will be made upon completion of the authorized improvements. D. Renter-occupied Residential Rehabilitation - Low Income 1. Available to: Owners of property containing one or more dwelling units that are rented to individuals that can demonstrate that the household income does not exceed 80% of the current Median Family Income for Riverside County. The owner must execute an agreement that he/she will rent the dwelling unit at affordable rents established by the Riverside County Housing Authority for a period of at least ten (10) years. (Section 8 rental income limits shall be used to determine eligibility.) 2. Authorized Improvements: Exterior improvements that improve the appearance of the dwelling and property from the public street to include but not be limited to: painting; installation of concrete driveways; front yard landscaping improvements; roof repairs or replacement; electrical wiring repairs to correct safety problems; heating and/or air conditioning or evaporative cooler installation, repair or replacement; interior repairs needed to provide safe and sanitary living conditions; structural repairs; site improvements; and correction of code violations; installation of ornamental iron fencing (No chain link fencing shall be installed as a result of this program). The Agency shall establish the work and expenditure priority. 3. Funding type and amounts: A grant of up to per eligible dwelling unit may be paid upon the completion of authorized improvements. A maximum of $25,000 per project may be provided. 4 E. Renter-Occupied Residential Rehabilitation - Appearance 0R4p 1. Available to: Owners of residential rental property located in the redevelopment project areas. 2. Authorized Improvements: Exterior improvements that improve the appearance of the dwelling and property from the public street to include but not be limited to: painting; installation of concrete driveways; front yard landscaping improvements; roof repairs or replacement; repairs to correct safety problems; structural repairs; site improvements; and correction of code violations; installation of ornamental iron fencing (No chain link fencing shall be installed as a result of this program); or other improvements that will implement the goals and objectives of the adopted redevelopment plans. 3. Funding type and amounts: A rebate of 50% of the actual cost of the authorized improvements not to exceed $2,000 per dwelling unit. Payment will be made upon completion of the authorized improvements. A maximum of $10,000 per project may be provided. IV. PROGRAM APPROACH The Palm Desert Redevelopment Agency may provide financial assistance for the rehabilitation of specified property improvements in the manner provided below. The Agency will make payments directly to the applicant. In certain cases, the Agency may provide a two-party check, made payable to the applicant and the designated contractor. All payments will be made upon completion and verification of the approved rehabilitation improvements. A. General Requirements 1. All eligible owners of property located in the territorial jurisdiction may file an application for assistance. The Agency will assign a priority number to each application based on the date and time that it is received. The application for assistance will be reviewed on "First Come First Served" basis or 5 DRAFT as otherwise described herein. Funding of applications shall be based on the decision(s) of the Agency Board. The priority of the work to be completed shall be determined by the Agency staff. 2. Applicants may combine programs. If the subject property is eligible for more than one type of assistance, a separate application must be filed with the Agency for each program. 3. In the public interest, employees, officials, or consultants of the Palm Desert Redevelopment Agency who exercise decision- making functions or responsibilities in connection with the administration of the Rehabilitation Programs shall not be eligible for assistance. Eligible Agency officials or employees not directly involved in the operational responsibility of the Rehabilitation Programs may be granted assistance in accordance with the procedures and regulations of this program. 4. Rehabilitation assistance will only be provided once, within a five- year period, to each authorized parcel of land, designated building or dwelling unit, per each assistance program. Requests for additional assistance for the same parcel of land, designated building or dwelling unit may be submitted to the Agency only after five (5) years have elapsed as measured from the date of preparation of the Notice of Completion for the previous Rehabilitation assisted project. B. Program Procedures 1. Eligible individuals seeking assistance from the Redevelopment Agency must file an application indicating the nature and scope of the proposed project. The application will be placed on the applicable priority list. 2. The Agency's will meet with the prospective participant(s), by appointment, to explain the program and describe the nature and extent of the potential assistance and the rehabilitation work that the Agency desires to have completed as a result of this Program. 6 DAFT 3. The will determine if the subject property is located within the territorial jurisdiction and/or that it is otherwise eligible for potential assistance. 4. If the applicant's eligibility for assistance is dependent upon household income limits, the shall obtain the required documentation. 5. The will visit the subject property and will prepare a "Work Write-Up" which enumerates the rehabilitation work to be completed as a result of this Program. 6. Photographs shall be taken of the existing conditions. 7. The City's building inspector shall be consulted to identify safety hazards that may exist on the subject property. 8. The "Work Write-up" will be reviewed with the applicant. The responsibility for preparing plans and scheduling the construction activity will be identified. 9. The project will then be presented to the Agency's Housing Advisory Committee for: (a) review of the "Work Write-up"; and (b) recommendation of funding limits. 10. Upon approval of the project by the Agency's Housing Advisory Committee a purchase order will be prepared for submittal to the Agency Board for project approval and authorization to encumber funds. 11. Upon approval of the purchase order by the Redevelopment Agency board, an agreement will be prepared which enumerates the project expectations, responsibilities, and time-frame for completion. The agreement will specify the work to be accomplished, the priority in which it is to be accomplished, and the maximum amount of Agency funding available to complete the construction activity. 7 12. After signing the agreement with the Agency, applicants must seek competitive bids from licensed contractors for the designated construction activity. In the event that the applicant cannot obtain construction proposals from at least three independent contractors, the Agency may authorize the applicant to proceed if adequate documentation has been supplied to indicate that sufficient effort has been expended, by the applicant, to obtain construction bids and that the required number of qualified contractors have not responded. In any event, the Agency must determine that the anticipated construction costs are reasonable. 13. Requirements for contractor eligibility are: (a) Contractor must have a State License. (b) Contractor must have a City Business License. (c) Contractor must have Public Liability Insurance; Personal Injury Insurance; and Property Damage Insurance. (d) Contractor must have Workers Compensation Insurance as required by the State of California. 14. Applicant may begin the rehabilitation work after: (a) An agreement has been executed with the Agency; and (b) A valid construction contract has been executed by the applicant(s) and the selected contractor; and (c) The required building and development permits have been obtained from the City. NOTE: THE PALM DESERT REDEVELOPMENT AGENCY/S NOT A PARTY TO THE CONSTRUCTION CONTRACT. 15. When all the work is completed, the applicant may submit an invoice to the Agency for payment. Sufficient support documentation itemizing expenditures for labor and material should be attached to the invoice. The Applicant may submit the contractor's invoice(s) to the Agency for processing and payment. The applicant must sign the submitted invoices stating that the itemized work has been completed to his/her satisfaction. If the 8 DRAFT work is governed by a building permit, then the building inspector will be required to supply documentation that the work has been completed in accordance with the applicable building codes and the approved plans. 16. Upon completion of the construction work, Agency staff will verify: (a) That all permits have been property processed; and (b) All program documents have been submitted and property filed; and (c) All labor and/or material lien releases have been obtained; and (d) Post-work photographs have been taken. 17. Upon the completion of the specified work items, Agency staff, at its discretion, may make disbursements directly to the applicant, the contractor or the applicant and the contractor. 18. Payment will be made after the Agency verifies that the designated work has been completed in accordance with the approved plans. Payment will be made within 21 days following submission of a completed request for payment. V. AGENCY ROLE AND RESPONSIBILITIES A. Redevelopment Agency Board The Palm Desert Redevelopment Agency Board is responsible to ensure that the Rehabilitation activity meets state guidelines and the Agency's adopted guidelines. The Agency Board or its designee shall: 1. Establish regulations and policies necessary to implement the rehabilitation of eligible properties. 2. Approve funding limits and payment of warrants necessary to fund the rehabilitation of eligible properties. 3. Monitor and evaluate the program to ensure compliance with established goals and objectives. 9 4. Approve a process whereby an applicant may appeal a decision that he/she feels is contrary to the intent of the program. B. Housing Advisory Committee 1. The Agency's Housing Advisory Committee shall be comprised of the following members: (a) A five-member committee appointed by the Agency Board to serve as an advisory committee on housing. 2. The responsibilities of the Housing Advisory Committee are as follows: (a) Review applications for Rehabilitation assistance to ensure: applicant and project eligibility; appropriate scope of proposed work; recommendation of maximum funding limits; and ensure proper coordination between the permit agencies, the applicant(s) and the contractor. The maximum funding level shall be consistent with the scope of the proposed rehabilitation project. The Committee may deny an application if it is determined that the project will not accomplish the Agency's goals and objectives. The determination of the Committee may be appealed to the Agency Board. (b) Act on matters relating to the Rehabilitation Program that do not require Agency Board action. (c) Review agreements between the applicant and contractor(s), if requested by the applicant. (d) Review and make recommendations to the Agency Board relative to applicant complaints on those matters that are within the Agency's jurisdiction. (e) Review programmatic and financial status of the program and provide periodic reports to the Agency Board of Directors. (f) Monitor and evaluate Rehabilitation Program on a continuing basis. 10 C. Redevelopment Projects Coordinator/Consultant FT Under the direction of the Redevelopment Agency Executive Director, the _ shall be responsible for the overall day-to- day management of the Rehabilitation Program. Duties include: 1. Prepare Program intake documents and process through approval; and 2. Provide daily monitoring of rehabilitation projects; and 3. Provide professional assistance to individual applicants participating in the program; and 4. Act as a liaison to the contractor(s) on behalf of the applicant, if requested by the applicant; and 5. Ensure that rehabilitation work is carried out in a proper and timely manner and that such work is completed in accordance with applicable plans, codes and regulations; and 6. Maintain necessary records and files regarding financial and programmatic aspects of individual Rehabilitation projects. VI. APPEAL PROCEDURES If an applicant is not satisfied with the assistance provided to accomplish the rehabilitation project, an appeal may be filed with the Redevelopment Agency in accordance with the following procedures: A. Applicant - Staff In the event that a problem arises between the Agency's staff/consultants and an applicant, and it cannot be resolved to the satisfaction of the applicant, then the following process shall be available to resolve such problem: 1. The applicant may file a written notification from the staff that a problem has been identified that will materially effect the applicant's rehabilitation application. 11 DRAFT 2. The applicant shall be allowed to present all pertinent facts to the Housing Advisory Committee that may have a bearing on the particular issue to be resolved. 3. The decision of the Housing Advisory Committee shall be final unless appealed to the Redevelopment Agency within ten (10) days after a decision has been rendered. B. Applicant - Rehabilitation Program Review Committee In the event that a problem arises between the Housing Authority Committee and an applicant, and it cannot be resolved to the satisfaction of the applicant, then the following process shall be available to resolve such problem(s): 1. The applicant may file a written appeal with the Redevelopment Agency Board within ten (10) days following written notification; from the Housing Advisory Committee, relative to its decision concerning a problem that may materially effect the applicant's application. 2. The applicant shall be allowed to present all pertinent facts to the Redevelopment Agency Board that may have a bearing on the particular issue to be resolved. 3. The decision of the Redevelopment Agency Board shall be final. 12