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HomeMy WebLinkAbout2000-04-12 HC Regular Meeting Agenda Packet PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM New DATE: APRIL 14, 2000 TO: NOREEN BOUCHARD, OFFICE OF THE CITY CLERK - FROM: DIANA LEAL, SENIOR OFFICE ASSISTANT SUBJECT: HOUSING COMMISSION ATTENDANCE Attached for your records is: • A copy of the Housing Commission sign-in sheet showing attendance for the Housing Commission Meeting held on April 12, 2000. Thank you. , HOUSING COMMISSION MEETING OF APRIL 12, 2000, 3:30 P.M. NORTH WING CONFERENCE ROOM New SIGN-IN SHEET NAME PLEASE SIGN Ben Kurtz, Chair E Carrie McLeod, Vice Chair Roger Dash Larry Saindon Leo Sullivan Jim Thorness 17(4)•"^' Linda Ward Please Print Guest Name Address • POSTED AGENDA HOUSING COMMISSION APRIL 12,2000 3:30 P.M. NORTH WING CONFERENCE ROOM DECLARATION OF POSTING I,Diana Leal,Senior Office Assistant ofthe Palm Desert Redevelopment Agency,do hereby declare that the foregoing agenda for the Housing Commission Meeting of Wednesday,April 12,2000 was posted on the bulletin board by the outside entry to the Council Chambers, 73-510 Fred Waring Drive,Palm Desert, on April 5, 2000. Dat . April 0 " 7/47' iana L , ni r Office Assistant Ihiv Palm Dese Redevelopment Agency 1111 PALM DESERT REDEVELOPMENT AGENCY ... MEMORANDUM DATE: APRIL 5, 2000 TO: HOUSING COMMISSION MEMBERS FROM: DIANA LEAL, SENIOR OFFICE ASSISTANT--- SUBJECT: NOTICE OF HOUSING COMMISSION MEETING A meeting of the Housing Commission will be held on Wednesday,April 12, 2000 at 3:30 p.m.in the North Wing Conference Room. Enclosed is the agenda. Please call me at 776-6349 to let me know if you will be able to attend the meeting because a quorum is necessary in order to conduct business. Thank you for your cooperation in this matter. • • S PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: APRIL 5, 2000 TO: JIM FOLEY,VICE PRESIDENT -RPM COMPANY TERRY PARKER,REGIONAL SUPERVISOR-RPM COMPANY FROM: DIANA LEAL, SENIOR OFFICE ASSISTAN SUBJECT: NOTICE OF HOUSING COMMISSION MEETING You are invited to attend a meeting of the Housing Commission which will be held on Wednesday, April 12, 2000 at 3:30 p.m. in the North Wing Conference Room at the City of Palm Desert. Please be prepared to present a report regarding the Housing Authority properties. Attached is an agenda packet. Your attendance is greatly appreciated. • ................. POSTED AGENDA Ailt 104 \ HOUSING COMMISSION MEETING big - � 'ti� °. : 3:30 P.M. " Wednesday, April 12, 2000 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 Commission 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 Commission. B. This is the time and place for any person who wishes to comment on nonhearing Agenda items. It should be noted that at Commission 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 Commission. S02'ter III. APPROVAL OF MINUTES Section A A. MINUTES of the Housing Commission meeting of March 8, 2000 IV. INFORMATIONAL ITEMS A. Desert Rose - Resales Status - Residents Association Newsletter V. NEW BUSINESS A. Notice of Completion - Joe Putrino, General Contractor Rec: By Minute Motion: Forward Notice of Completion for Joe Putrino (Contract HA16700) for the Installation of Carports at Catalina Gardens and Desert Pointe Apartments to the Housing Authority for approval Action: 1 B. Staff Position Change at Las Serenas Apartments Rec: By Minute Motion: Forward Staff Position Change at Las Serenas Apartments to the Housing Authority for approval Action: C. RPM Fiscal Year 2000-2001 Housing Authority Budget Rec: By Minute Motion: Forward RPM Fiscal Year 2000-2001 Housing Authority Budget to the Housing Authority for approval Action: D. Mobile Home Park Issues - Portola Palms Mobile Home Park Sale of Lots Rec: By Minute Motion: Forward Sale of Lot#112 and#142 to the City Council and the Redevelopment Agency for approval Action: E. 40 Acre Affordable Housing Site Rec: By Minute Motion: Forward recommendation to the City Council and the Redevelopment Agency for review and approval of 20 acre site with 40 acre site overlay Action: VI. CONTINUED BUSINESS A. Mission Statement Rec: By Minute Motion: Forward to the Housing Authority recommendation to approve the proposed Housing Authority Mission Statement Action: 2 VII. REPORTS A. Reserve Study -Review (Terre) 'tar B. 73-610 Santa Rosa—Palm Village Apartments - Update (Charlene) C. Home Improvement Program Update (Bryce) D. Housing Authority Properties (Terre) 1. Improvements Carports Landscaping - Repair/Restriping Parking Lot 2. Smoke Detectors 3. Miscellaneous Correspondence E. Projects Update (Charlene) VIII. NEXT MEETING DATE - MAY 10, 2000 IX. ADJOURNMENT `.. 3 '' "� if, Minutes -y,4 rCOMMr CONVENE 3:33 p.m., Wednesday, April 12, 2000 ROLL CALL Members Present: Ben Kurtz, Carrie McLeod, Roger Dash, Leo Sullivan, Larry Saindon, Jim Thorness, Linda Ward Members Absent: None Others Present: Carlos Ortega, Teresa La Rocca, Dennis Coleman, Bryce White, Diana Leal Guest(s): Jim Foley, Vice President RPM Company Terry Parker, Regional Supervisor RPM Company Janet Moore, Finance Department ORAL COMMUNICATIONS None. MINUTES It was moved by L. Saindon and seconded by L. Sullivan to approve the minutes of March 8, 2000. Motion carried to approve the minutes. INFORMATIONAL A. DESERT ROSE ITEMS - Resales Status A list of resales which currently are being processed at Desert Rose was provided to the Commission. Buyers have been identified for the majority of these units. There are two that are waiting for buyers to be identified. Resales have seconds which are easily rolled over. Margaret Berliner has been pre-qualifying buyers. - Residents Association Newsletter Terre La Rocca said that the newsletter will be distributed on a regular basis to provide information to the residents. 1 Minutes Apr. 12, 2000 E USING C MISSION NEW BUSINESS A. NOTICE OF COMPLETION - JOE PUTRINO, GENERAL CONTRACTOR Rec: By Minute Motion: Forward Notice of Completion for Joe Putrino (Contract HA16700) for the Installation of Carports at Catalina Gardens and Desert Pointe Apartments to the Housing Authority for approval Action: It was moved by L. Sullivan and seconded by C. McLeod to forward to the Housing Authority recommendation to approve Notice of Completion for Joe Putrino (Contract HA16700). Motion carried. B. STAFF POSITION CHANGE AT LAS SERENAS APARTMENTS Rec: By Minute Motion: Forward staff position change at Las Serenas Apartments to the Housing Authority for approval Action: It was moved by L. Saindon and seconded by Linda Ward to forward the Staff Position Change for Las Serenas Apartments to the Housing Authority for approval. Motion carried. C. RPM FISCAL YEAR 2000-2001 HOUSING AUTHORITY BUDGET Rec: By Minute Motion: Forward RPM Fiscal Year 2000-2001 Housing Authority Budget to the Housing Authority for approval. Action: It was moved by C. McLeod and seconded by L. Sullivan to forward to the Housing Authority recommendation to approve the RPM Fiscal Year 2000-2001 Housing Authority Budget with income estimated at approximately $4,000,000, operating Minutes Apr. 12, 2000 EC OVSING CQMMI8S1QN NEW BUSINESS expenses at approximately $2,400,000, capital (CONTD) replacement expenses at $550,000, and change the reserve expense from $320,830 to $456,305. Motion unanimously carried. D. MOBILE HOME PARK ISSUES - PORTOLA PALMS MOBILE HOME PARK SALE OF LOTS Rec: By Minute Motion: Forward Sale of Lot #112 and #142 to the City Council and the Redevelopment Agency for approval Action: It was moved by L. Sullivan and seconded by , C. McLeod to forward the sale of lot#112 and #142 to the Redevelopment Agency Board and Council for approval. Motion unanimously carried. E. 40 ACRE AFFORDABLE HOUSING SITE Rec: Staff advised that a redraw of the 20 acre preliminary site plan with a 40 acre overlay is being prepared to be presented to the subcommittee next week, and asked for clarification of the Housing Commission members appointed to serve on the subcommittee. Action: C. McLeod and R. Dash will meet with the other 40 acre site subcommittee members to review and discuss the new site plan. The new site plan will be presented to the Commission at a later date for approval. CONTINUED A. MISSION STATEMENT (ACTION REQUIRED) BUSINESS Rec: By Minute Motion: Forward to the Housing Authority recommendation to approve the proposed Housing Authority Mission Statement 3 Minutes Apr. 12, 2000 EEQUSnsTCOMM SIONT CONTINUED Action: It was moved by C. McLeod and seconded by L. Ward (CONTD) to forward to the Housing Authority recommendation to approve the proposed Housing Authority Mission Statement. Motion carried. REPORTS A. RESERVE STUDY - REVIEW (TERRE) Staff presented a 5 year Reserve Study analysis comparison and advised that the study done by Association Reserves, Inc.will need to be adjusted to reflect a more realistic beginning reserve fund balance than that proposed. B. 73-610 SANTA ROSA — PALM VILLAGE APARTMENTS - UPDATE (CHARLENE) Terre said that the Agency is currently negotiating the purchase of the two properties adjacent to Palm Village Apartments with the property owner. In addition, receipt of the County of Riverside Economic Development Agency Home Funds is contingent upon the negotiation as Home funds can only be used for acquisition or new construction. Terre added that some of the appliances have been picked up. C. HOME IMPROVEMENT PROGRAM UPDATE (BRYCE) Bryce provided an overview of the programs. He said that dates have been incorporated to correspond with the work which has been done. At this time there is an applicant, with a spouse and three children, who is requesting a room addition for which we do not have authorization to do as yet. Bryce distributed documentation to the Commission which outlined the proposed changes to the Home Improvement Program. Bryce discussed the changes and said that the changes would allow staff to do a room addition or a bathroom addition, plus additional work which would add to the value of the homes. D. HOUSING AUTHORITY PROPERTIES (TERRE) 1. IMPROVEMENTS CARPORTS Desert Pointe - completed 4 Minutes Apr. 12, 2000 HOUSING CONMISSIQN REPORTS Catalina Gardens - completed. (CONTD) Las Serenas - completed LANDSCAPING — ONE QUAIL Staff will be meeting with Ron Gregory and Associates, One Quail landscape architect on April 26, 2000 to discuss the site. — REPAIR/RESTRIPING PARKING LOT Staff is waiting for proposals for the engineering of the repairs and striping to the parking lot. — SMOKE DETECTORS Terry Parker said that the properties have been completed with the exception of One Quail which is expected to be completed soon. No gross deviations or malfunctions have been found on the properties. A report will be provided at the next Commission meeting. E. PROJECTS UPDATE (CHARLENE) A projects update report was provided to the commission. C. McLeod inquired about the work progress at the Rebecca Road homes. Terre said that the properties have been listed and are being shown by Margaret Berliner. L. Sullivan congratulated Terre La Rocca for having received the Award of Excellence from the Chamber of Commerce. ADJOURNMENT Motion was made by C. McLeod and seconded by L. Ward to adjourn the meeting. Meeting was adjourned at 4:32 p.m. Carlos L. Ortega, Secr ary CLO/TLR/dci 5 PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: APRIL 17, 2000 TO: SHEILA R. GILLIGAN, DIRECTOR OF COMMUNITY AFFAIRS/ CITY CLERK FROM: DIANA LEAL, SENIOR OFFICE ASSISTANT SUBJECT: HOUSING COMMISSION MINUTES Attached is a copy of the minutes for: ♦ Housing Commission Meeting of March 8, 2000 approved at the Housing Commission Meeting held on April 12, 2000. Please submit to the Agency Board. Thank you. cc: Carlos Ortega PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: MAY 11, 2000 TO: RACHELLE KLASSEN, ACTING CITY CLERK 71 FROM: DIANA LEAL, SENIOR OFFICE ASSISTANT f Y''t/ SUBJECT: HOUSING COMMISSION MINUTES Attached is a copy of the minutes for: + Housing Commission Meeting of April 12, 2000 approved at the Housing Commission Meeting held on May 10, 2000. Please submit to the Agency Board. Thank you. cc: Carlos Ortega rIVut.tw.nmenerBeatoaareen:MU:f45 745Voice:760345.0260 To.Terre LaRocca Page 1 oil Fri,Mar24,100 2:16:15 PM TO: Terre La Rocca FROM:Margaret Berliner March 24,2000 RE:Desert Rose re-sale status Lot 5,(Ono)is currently owned by PDRA Offer to purchase has been made by Danny and Jamie Gums for$91,500 with a$5,000 Silent 2°d requested. Paperwork will be submitted by March 28 to PDRA for approval. Buyer has loan approval and is within required income limits. Lot 3,(Sanchez)is in escrow and expected to close by 2/30/00.Noto is the buyer. Lot 147,(Rose)is in escrow and paperwork on the buyer will be submitted to PDRA by 3/28/00 for approval Lot 24,(Robles)is in escrow and paperwork will be submitted to PDRA by 3/30/00 for approval Lot 44,(Atchley)is not sold Lot 108,(Wisnor/Glenn)is in escrow and paperwork will be submitted to PDRA by 3/30/00 for approval Lot 77,(Lanterman)has not been listed as of yet.I expect this to occur within the next 10 days. 1 a I (Our Neighborhood Volume 3, Issue 2 The Desert Rose Resident's March/April. 2000 Association Newsletter MEET IN G ANNOUNCING Front Yard Lawn Service will now be provided by the HOA. March 28th-31st gar- DESERTROSE ing all sprinkler timers deners will be adjust- RESIDENTS ASSOCIATION Board of Directors Meeting to accommodate the March 27,2000 weekly service. Nr'' 2�,�000 Please unlock the 6 PM Jean Benson Childcare Center boxes if they are locked. The service includes on a movingly k andsis d ling Please be aware of your children Parents. . • of the front yards in the fall. the annual overseeding The service does not include trimming of and their guests. shrubs or trees. This as Well remain ll as the rthen tenance of flower Due to the illegal activities of a homeown- ers homeowner's responsibility. guests the following action has been orders have been is- If you would like New maintain taken. Restraining and it will cost West to per month. the court on behalf of Desert Rose your back y sued by Management restraining This and any other extra service must be Association and arranged for directly with New West. A Ben Carey and Rob Whitaker from il th 2001. form is provided in this newsletter. Desert Rose premises until the Please continue to maintain your yard Any homeowner hosting employ a premises may incur legal action. If either of until April 1. If you currently men are seen on premises please give these two young service other than New West d D' please call the police. our children to have them notice of termination as of 4/1/0 . Also, please instruct your 2 respect for the comfort A �� f ��='; E. ,� = 033 DESERT ROSE RESIDENT'S ASSOC/AT/ON WAR 2 4'0 0)7O87003 pp PB METER PCM/Desert Resort Management A U.S. POSTAGE 73-550 Alessandro, Suite 5 Palm Desert, CA 92260 PALM DESERT REDEVELOPMENT AGCY ATTN: TERESA LA ROCCA RECEIVED 73510 FRED WARING DRIVE PALM DESERT CA 92260-2578 MAR 2 8 2000 REDEVELOPMENT AGENCY Pss WINDOW GLetkNIN6 S€IZVIG€ Is offering SPECIAL RATES for DESERT ROSE RESIDENTS FOR A FREE ESTIMATE CALL 341 - q$qz Control your Dog The Law requires that dogs be on leashes and that owners clea n up after their dogs. There will not be any more "Courtesy Notices"to pet owners in violation. The situation is out of control and a"Zero Tolerance" position is now being taken by Management. All violations will be reported to Animal Control and could re- sult in fines and impounding of your pet. If you care about the safety of your pet you should not allow them to run loose. One dog has already been hit by a car in Desert Rose. There is no excuse for this. Back yard fencing is permissible with an appropriate Variance Request. Also be aware that feces must be cleaned up regularly from your back yards. Not doing so creates a health violation that may result in prosecution. Please have respect for your neighbors and your pets. Don't put either one at risk. PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: APRIL 13, 20000 TO: EXECUTIVE DIRECTOR, HONORABLE CHAIRMAN AND MEMBERS OF THE PALM DESERT HOUSING AUTHORITY FROM: CHARLENE SUMPTER, SENIOR REHABILITATION CONST. SPECIALIST SUBJECT: NOTICE OF COMPLETION- CONTRACT NO. HA16700 (JOE PUTRINO, GENERAL CONTRACTOR) -CARPORT INSTALLATION AT CATALINA GARDENS AND DESERT POINTE APARTMENTS Recommendation: That the Palm Desert Housing Authority, by minute motion, authorize the City Clerk to file a Notice of Completion on the subject project. Background: On December 9, 1999,the Palm Desert Housing Authority, by minute motion, awarded a contract to Joe Putrino, General Contractor for the installation of carports at Catalina Gardens (73-600 Catalina Way) and Desert Pointe Apartments (43-805 Monterey Avenue). Nor Joe Putrino has successfully completed the installation of carports at Catalina Gardens and Desert Pointe. Staff and the city building inspectors have inspected the project and have found the work to be complete and in compliance with the contract documents and specifications. Staff recommends that the Palm Desert Housing Authority, by minute motion, authorize the City Clerk to file a Notice of Completion on the subject project. REVIEWED AND CONCUR HARLENES TER Senior Rehabilitation Construction Specialist -Housing Manager dcl 014i4 s� Finance Director Attachment Executive Director `w Contractor: Joe Putrino 56-765 Oakwood Drive Yucca Valley, CA. 92284 To be recorded with the Riverside County Recorder within 10 days after completion and acceptance by the City Council. NO RECORDING FEE PER SECTION 6103 OF THE '-''VERNMENT CODE. When recorded,return to: Office of the City Clerk CITY OF PALM DESERT 73-510 Fred Waring Drive Palm Desert,CA. 92260 (For Recorder's Use Only) Notice of Completion (C.C.C. 3093 - Public Works) NOTICE IS HEREBY GIVEN by the undersigned owner,apolitical subdivision of the State of California, that a public work of improvement described as Carports at Catalina Gardens and Desert Pointe Apartments (Contract HA16700). has been completed and was accepted by the undersigned awarding authority on the date hereof. The contractor on such work was:j� Jbe Putrino, General Contractor The surety on his bond is: Fidelity and Guaranty Insurance Company The real property upon which said work was performed in the City of Palm Desert, County of Riverside, State of California, and described as: (Provide Legal Description or Street Address or Other Specific Location) Catalina Gardens, 73-600 Catalina Way, Palm Desert, CA. 92260 Desert Pointe, 43-805 Monterey Avenue, Palm Desert, CA. 92260 Dated: April 13, 2000 (Date of Acceptance) (Name of Political Subdivision) By: Title: STATE OF CALIFORNIA) - COUNTY OF RIVERSIDE)ss Y_ I hereby certify that I am the - of the governing board`of the the political subdivision which executed the foregoing notice and on whose behalf I make this verification: That I have said notice,know its contents, and that the same is true. I certify under penalty of perjury that the foregoing is true and:correct. executed at Palm Desert, California, on this day of , 19 PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: APRIL 13, 2000 TO: EXECUTIVE DIRECTOR, HONORABLE CHAIRMAN AND MEMBERS OF THE HOUSING AUTHORITY BOARD FROM: TERESA L. LAROCCA, HOUSING MANAGER SUBJECT: STAFF POSITION CHANGE AT LAS SERENAS APARTMENTS Recommendation: That the Housing Authority authorize the change of the Assistant Manager position from part-time to full-time at Las Serenas and amend and authorize a change to the schedule of positions to reflect this recommendation. Background: On March 7, 2000,we received a letter from the Regional Property Supervisor(RPM Company) requesting a change to the current position of Assistant Manager at Las Serenas Apartments from part- time to full-time. No appropriation of funds is necessary because the funds are available in the current payroll budget for Las Serenas Apartments. Staff has evaluated the needs of Las Serenas overall operations and is recommending that the Assistant Manager position be changed from part-time to full-time because of the size of the complex and number of residents at Las Serenas. The Assistant Manager will assist in all phases of the property operations, including,but not limited to,the general administration and maintenance of the property; direct and control all personnel and resources so the properties appearance is maintained at all times; and organize and prepare daily/weekly activities for the residents. Staff recommends that the Housing Authority Board authorize the change from part-time to full-time Assistant Manager REVIEWED AND CONCUR: eresa L. LaRocca Housing Manager Finance Director TLL:CS:mh Executive Director Attachment L G'RDA\Maria Hunt\W PDATA`•LA ROCCA'STFRPTS,4I 300.Isa wpd 04/03/2000 16:11 760-674-1169 RPM COMPANY PAGE 02 C tl Y P A N Y If pi�11/�f't� �n April 3, 2000 Teresa La Rocca,Housing Manager Palm Desert Redevelopment Agency 73-510 Fred Waring Drive Palm Desert, Ca. 92260 RE: Staff Position Change/Las Serenas 1 Dear Terre: I am herein requesting a change to the current staffing at Las Serenas. We are currently budgeted for a part-time Assistant Manager. We are asking for a schedule of position change from part-time to full-time. We feel that due to the size and demand of Las Serenas, the property warrants a full-time Assistant Manager, to better assist the Manager with the overall operations of the property and with the weekly resident functions. We are not asking for any additional funds for the current year's budget. We are presently under budget in payroll for Las Serenas and do not anticipate exceeding the current budgeted dollar amount with the change of the position. Attached you will find the Job Description for the Assistant Manager position for your review. Should you require any additional information or have any questions, please do not hesitate to give me a call. I appreciate your assistance in this matter. Respectfully, T Parker Regional Property Supervisor RPM Company LIVE THE DIFFERENCE REGIONAL OFFICE 9320 baseline,suite b•proleSsIona/building 1 rancho cucamonga,ca 91730 909 483 0348• fax 909 483 2685 2. Job Title: Resident Manager Assistant Resident Manager Qualifications: * Has a high school Diploma or equivalency certificate (individual expectations may be considered depending upon background and life experience). * Has a general knowledge of office equipment. * Ability to take direction and follow through on assigned projects to satisfactory completion. * Takes initiative and solves problems as they arise. * Handles residential issues graciously and professionally. * Is dependable, tactful, courteous, honest and responsive * Willing to respond if called in for emergencies — * Ability to complete reports legibly, accurately and in a timely manner. Reports to: Regional Property Supervisor(RPS) General House Rules All Master Keys must not leave the property they must be signed out each morning and signed in each evening with the exception of the Resident Manager. VENDORS NEVER RECEIVE MASTER KEYS. Violations of this procedure will result in termination. On call employees will be issued an office key for access to apartments keys after hours. Under NO circumstances, are you allowed to give access to anyone to any apartment, this includes residents and/or outside contractors without specific instructions from office personncl or on call staff after verification of residency. Only residents on the lease will be allowed access. B-5 rpm 9/99 �..- Drugs & Alcohol are NEVER permitted during working hours, this will result in IMMEDIATE TERMINATION. (If an employee's after hours conduct effects his/her performance at work, this would also result in IMMEDIATE TERMINATION.) Upon suspicion of use of drugs or alcohol, immediately contact you RPS. Employees must stay on the property during working hours unless instructed by Supervisor, with the exception of lunch times. Lunch and breaks must be rotated and staggered so as not to cause a hardship on the property. Below is a list of miscellaneous policies each employee should remember: • Personal Phone Calls: No personal phone calls made on company time. • Use of Manager's Office: No field personnel are to sit in the Manager's Office or use office equipment unless directed to do so by Manager. • Use of Company Equipment: Tools, supplies or chemicals are not for personal use and are not allowed off the property. • Residents are not permitted in any vacant apartment, maintenance or housekeeping rooms and equipment or supplies are not to be given or loaned to residents. All work to be completed for the residents must be directed from the rental office. • Smoking: Smoking is not allowed in any area of the office, grounds, apartments,property, etc. Employees who live on-site will be allowed to smoke in the privacy of their homes on their personal time only. • Access to Key Cabinet: Office and maintenance personnel will be the only ones permitted in the key cabinet. • Resident Relationships: Dating or socializing with residents is not permitted. • Complaint/work Referrals: Refer all residents with work requests and/or complaints to the office (no work is to be done without a work order). Residents must always be handled with professionalism and courtesy. If you are having a difficult time with a resident politely refer them to the Manager and excuse yourself. • Calling in Sick: Sick calls are to be made to Managers only, and are to be made at least 1 hour before your shift starting time. All calls must be to the Resident Managers home and we discourage voice mail messages for sick time. • Professional conduct is mandatory: Conduct, such as raising your voice and or refusing to follow a direct request will not be tolerated and will result in disciplinary action. B-6 L rpm 9/99 • •.. Job Summary: The Resident Manager is the single most important link in the management chain. Resident Managers are obviously responsible for a number of routine daily operational items but there are also many other skills and attributes required of a great Resident Manager. He/she must be a "people person". Even though their responsibility is managing the operations of real estate asset worth millions of dollars, he/she is also responsible for satisfying the needs of each and every resident. The Resident Manager is a problem-solver. They are congenial to all residents, but do not show favoritism. They set a great example and enforce the rules and regulations in a firm, but fair, manner. They represent a great image to their residents and staff by dressing professionally; being positive, patient and they must have a sense of humor. In addition to their management responsibilities, Resident Managers must be great salespeople, and be confident about their product. A great Resident Manager emphasizes housekeeping. He/she has the ability to recognize unacceptable housekeeping standards and acts quickly to eliminate them. Cleanliness is an essential element in the package of services offered to residents of an apartment community. The Resident Manager must make his/her property run harmoniously by recognizing different personalities and behavior patterns. He/she approaches each team member accordingly, so that each employee works together setting goals and all efforts are channeled in a direction towards success. For purposes of clarification, the term " Resident Manager" shall be used throughout this job description. It is understood this job description shall also apply to the Assistant Resident Manager's position whether he/she is acting in the capacity of Assistant Resident Manager or as Resident Manager in the absence of the Resident Manager. In the absence of the Resident Manager, the Assistant Resident Manager assumes all of the following responsibilities. At all other times, he/she assists the Resident Manager wherever needed. The Resident Manager has the total responsibility (under the supervision of the Regional Property Supervisor) for all phases of the property operations, including, but not limited to, the general administration and maintenance of the real estate asset. It is of utmost importance that the Resident Manager directs and controls all personnel and resources so the properties appearance is maintained at all times in great physical condition without compromising the economic performance of the property. B-7 rpm 9/99 �.. Depending upon the size of the property, many of the following items may be assigned to other personnel to perform. It is the duty and overall responsibility of the Resident Manager to see that they are performed correctly and comply with all guidelines established in the Resident Manager's Standard Operating Procedures Manual. The Resident Manager's job responsibilities shall include, but not be limited to, the following areas: a. Personnel • Employees are under the direct supervision of the Resident Manager. • The Resident Manager is directly responsible for the work performed by all staff members under his/her supervision. • The Resident Manager, under the direction and consultation of the Regional Property Supervisor, has the authority to hire and terminate employees in accordance with policy directives. • THE TRAINING OF EMPLOYEES IS THE DIRECT RESPONSIBILITY OF THE RESIDENT MANAGER. Many employees are hired as trainees, it is imperative that the Resident Manager assigns these employees to work closely with the more experienced personnel. The RPS will assist in the on-site training and schedule off-site training sessions. • The Resident Manager must continually evaluate employee performance. A written evaluation of performance and recommendations for an increase in salary and/or advancement within the complex or within the company will be made annually based on hire date. The employee will be evaluated 90 days after their initial employment start date. This evaluation is for training and permanent eligibility status. All employees status changes must be pre-approved by a principal of RPM. • All employee original paperwork and documentation must be forwarded to the Lodi Office for original employee file. • The Resident Manager shall be responsible for properly documenting employee files whenever disciplinary action is required. • Accurate payroll records must be maintained. b. Administrative Duties: • Showing and renting apartments; making sure vacant units are in "rent-ready" condition with a minimum amount of turnaround time. • All vacancies MUST be walked at least once a week, maintaining a minimum of 75% of vacant "ready" at all times. Never show a vacant unless "ready". B-8 44•00- rpm 9/99 • Properly processing all the necessary paperwork for new resident(s), to include eligibility, credit-check, lease, move-in inspection, program compliance, etc., and expeditiously processing move-outs. • Collecting rents, making bank deposits, controlling delinquencies. • Accurately preparing daily, weekly and monthly reports on a timely basis. • Working with residents, resident organizations and community services. • Preparing escrow deposit refunds once the move-out inspection reports are completed. • Verify time cards are accurate and complete. • Fax approved time cards to the Payroll Dept. no later than 10a.m. on Monday, the week of payroll. Therefore, Managers must have their time card sent to their Regional Property supervisor by 9a.m.that same day and then forward all originals to Lodi Office, • Adhering to the RPM's Operation procedures, policies and directives. • Resident Manager must sign all supply orders for housekeeping, maintenance, office and grounds. Invoices should reflect apt number where applicable. • Ensure that residents and potential residents are treated the "RPM Company way". Their inquiries should always be responded to in a timely fashion, within 24 hours, and their complaints handled immediately. • Must ensure all resident files have a Resident Relations Form in them to be used for all correspondence with any resident related to the particular apartment. • The Resident Manager must initial the top right corner of each lease agreement insuring accuracy and completeness for all move-ins and lease renewals...i.e..: correct lease dates, all signatures, correct ledger posting and deposits paid in full. • The Resident Manager is solely responsible for all affordable programs affiliated with their property. You are responsible for compliance and reporting. Serious non- compliance with any affordable program could result'in termination. • Meets at least once a week with the office staff to discuss marketing, rental rates, traffic, closing ratios, over coming last weeks objectives, call conversions, etc..... c. Financial Duties: • Ensure that all rents are collected in full each month and on a timely basis and applies rental policies consistently and fairly toward all residents. Initiates eviction proceedings as stated in the Procedure Manual. The RPS must pre-approve any deviation of these policies in writing. • Manages consistent with the approved property budgets, reviewing al invoices, and income disbursements. • You must notify the RPS of any possible variations with explanations and recommendations of any changes to the budget. B-9 rpm 9/99 •�.. d. Maintenance: • Continually inspects the property for improvements. Records any deficiencies and takes action to improve the general appearance of the property and corrects any deferred maintenance that may exist within the budget allocations. • The grounds must be walked completely a minimum of three (3) times a week. These walks should note the needs of and schedule improvements to: Outside Grounds/Landscape; Storage Yards/Rooms; Models (daily); Employees; Pools and Pool Areas; Litter(daily); Tennis Courts, Exterior Buildings and any potential liabilities. • Continually analyzes maintenance operations with a view to cost reductions. • Establishes schedules and assigns personnel for routine maintenance as needed, prioritizing the repairs and detail issues. • Studies and continually evaluates ways to improve services and facilities from the standpoint of quality, efficiency and economy, including utilities, contracts for trash removal, air conditioning, pest control, grounds maintenance and elevator maintenance (if applicable). • Ensures that all maintenance requests are handled on a one-call basis, if possible. It is our policy that a resident should not have to make repeated calls for the same request. If parts must be ordered and delay entailed, residents must be notified promptly. Service requests must be completed within 24 hours and documentation of all callbacks is kept on-site for the Regional Property Supervisor's review. • Meets at least once a week with the staff to review the property inspections,job performances (i.e.. number of service request completed within 24 hours, number of service request generated from move-in inspection forms and time to complete service request and rent-ready product. Managers talk to you RPS regarding industry standards. • Supervises outside contractors working on the property. • Ensures business licenses and insurance certificates for all vendors are current and have adequate coverage according to the property owner's requirements. • Ensure Material Safety Data Sheets (MSDS) are available as required by local ordinances for chemicals. e. Other: • Any other responsibilities assigned by the Property Manager from time to time. 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I CCY BOA EXECUTIVE D THE REDEVEI'OPMENT A MANAGE OF A ROCCA,HOUSING MAN OME LOTS: FROM TEgESA LA E SALE OF MOBILE K�42-6)�LOWED SUBJECT: PUBLIC HEARING FOR TH D #142 (APN# 622-351 MOBILE HOME pARK) #112 (APN#622-351-112-9) 43-155 OLA AVENUE (PORTOLA PALM AT FAIR MARKET VALUE AT RECOMMENDATION t. That the City Council adopt Resolution No. authorizing Palm Desert Redevelopment Agency to sell mobile home lots #112 (APN# 622-351-112-9) and #142 (APN# 622-351-142-6) located at 43-155 Portola Avenue (Portola Palms Mobile Home Park) at fair market value, lk 2. That the Redevelopment Agency adopt Resolution on No. making and finding that the sales rice for the lot is not less than its fair market value 111 accordance !" Redevelopment p'r (\ikri ,li . J fitl , 1 , il o 1' 1 . 1 1 1 1 , 1 . 1 1 ,4 1 I , N WI 111 ,hGimilkil PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM sir. DATE: APRIL 13, 2000 TO: CITY MANAGER, HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL EXECUTIVE DIRECTOR, HONORABLE CHAIRMAN AND MEMBERS OF THE REDEVELOPMENT AGENCY BOARD FROM: TERESA LA ROCCA, HOUSING MANAGER SUBJECT: PUBLIC HEARING FOR THE SALE OF MOBILE HOME LOTS: #112 (APN# 622-351-112-9) AND #142 (APN# 622-351-142-6), LOCATED AT 43-155 PORTOLA AVENUE (PORTOLA PALMS MOBILE HOME PARK) AT FAIR MARKET VALUE RECOMMENDATION 1. That the City Council adopt Resolution No. authorizing Palm Desert Redevelopment Agency to sell mobile home lots#112 (APN# 622-351-112-9) and#142 (APN# 622-351-142-6) located at 43-155 Portola Avenue (Portola Palms Mobile Home Park) at fair market value. "40- 2. That the Redevelopment Agency adopt Resolution No. making and finding that the sales price for the lot is not less than its fair market value in accordance with the highest and best use under the Redevelopment Plan for Project Area 1 Amended. BACKGROUND On March 10, 1998 the Portola Palms Mobile Home Park Acquisition Association Board of Directors approved the conveyance of 37 lots from the Acquisition Association to the Redevelopment Agency by Deed in lieu of foreclosure in consideration for full satisfaction of all obligation secured by Deed of Trust dated September 25, 1992 (Ring Note)and Deed of Trust dated September 22,1992 (Natter Note). The Corporate Grant Deed in favor of the Agency dated February 25, 1998 was recorded on March 31, 1998 by Instrument No. 120533. Health and Safety Code §33433 requires that before any property of the Agency is sold or leased, the conveyance must first be approved by the City Council by resolution at a public hearing. The purpose of the public hearing is to receive public testimony as prescribed by law. Notice of the time and place of the public hearing must be published in a newspaper of general circulation in the community for at least 2 weeks prior to the public hearing. PUBLIC HEARING FOR THE SALE OF MOBILE HOME LOTS: #112 (APN# 622-351-112-9) AND #142 (APN# 622-351-142-6) LOCATED AT `'► 43-155 PORTOLA AVENUE (PORTOLA PALMS MOBILE HOME PARK) AT FAIR MARKET VALUE Page 2 Fair market value was established by an appraisal dated 4/15/98 prepared by R.F.Sweet and Associates which establishes the average price per lot at$22,500 with a minor pricing differential depending on lot orientation within the park. Fair market value of lots #112 and#142 herein described is established at $24,500 each. Funds are available in the housing fund balance account from funds transferred to the Agency from the Portola Palms Mobile Home Acquisition Association at close of escrow. The buyers have been park residents for several years and wish to purchase the lot which their mobile homes occupies from the Agency at fair market value as established in appraisal. Report required by Health and Safety Code §33433 (a) is attached hereto for your review and information, and has been available to the general public as required by law. "' REVIEWED AND CONCUR RESA LA ROCCA Executive Director Housing Manager TLR:dcl City Manager RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA AUTHORIZING THE PALM DESERT REDEVELOPMENT AGENCY TO SELL MOBILE HOME LOTS#112 AND#142 LOCATED AT 43-155 PORTOLA AVENUE (PORTOLA PALMS MOBILE HOME PARK) AND MAKING A FINDING THAT THE MONETARY CONSIDERATION RECOVERED FOR THE SALE IS NOT LESS THAN FAIR MARKET VALUE RECITALS: A. Pursuant to Health and Safety Code §33433, the City Council, is required to hold a public hearing before any property of the Agency acquired in whole or in part, directly or indirectly, with tax increment money is sold or leased for development pursuant to the Redevelopment Plan, said sale shall first be approved by the City Council by resolution after public hearing. B. Pursuant to Health and Safety Code §33433 (b) the City Council must make a finding that the price to be paid for the property is not less than its for market value at the highest and best use under the Redevelopment Plan. C. Pursuant to Health and Safety Code §33433 (a), the Agency is required to make available for inspection a report containing: proposed sale; cost to the Agency, value of interest to be sold, sales price for inspection and available to the public. s NOW,THEREFORE,the City Council of the City of Palm Desert hereby finds,determines,resolves and orders as follows: Section 1. That a duly noted public hearing in conformity with the requirement of Health and Safety Code §33433 (a)was held on April 13, 2000. Section 2. The City Council has reviewed and considered all written and oral comments, questions and concerns regarding the Agency's proposed sale of mobile home lots #112 and #142 received prior to and at the public hearing on said sale. Section 3. The City Council accepts and has filed with the Office of the City Clerk, the report required by Health and Safety Code §33433 (a). Section 4.The City Council finds that the price to be paid for the property is not less than fair market value at the highest and best use under the Redevelopment Plan for Project Area 1 Amended. Section 5. The City Council hereby authorizes the Agency to sell the subject lot at fair market value and authorizes the Executive Director of the Agency to execute all required documents to complete the transaction. 1 • Resolution No. PASSED, APPROVED and ADOPTED this 13th day of April, 2000 AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: Sheila R. Gilligan, City Clerk 4110 ti RESOLUTION NO. N A RESOLUTION OF THE PALM DESERT REDEVELOPMENT AGENCY AUTHORIZING THE SALE OF MOBILE HOME LOT#112 AND LOT#142 LOCATED AT 43-155 PORTOLA AVENUE (PORTOLA PALMS MOBILE HOME PARK) AT FAIR MARKET VALUE RECITALS: A. Pursuant to Health and Safety Code§33433,the Redevelopment Agency,is required to hold a public hearing before any property of the Agency acquired in whole or in part, directly or indirectly, with tax increment money is sold or leased for development pursuant to the Redevelopment Plan, said sale shall first be approved by the Agency by resolution after public hearing. B. Pursuant to Health and Safety Code §33433 (b), a report shall be made available for inspection by the public no later than the first publication of the first notice of the hearing mandated by subsection(a). A resolution approving the sale shall be adopted and shall contain a finding that the consideration received for the sale of the property is not less than its fair market value the highest and best use under the Redevelopment Plan for Project Area#1 Amended. C. Pursuant to Health and Safety Code §33435,the Agency shall obligate purchaser(s)of real rr • property acquired in redevelopment projects to refrain from restricting the rental, sale, or lease of the property on the basis of race, color, religion, sex, marital status, ancestry, or national origin of any person. NOW, THEREFORE,the Palm Desert Redevelopment Agency hereby finds, determines,resolves and orders as follows: Section 1. A duly noted public hearing in conformity with the requirement of Health and Safety Code §33433 (a) was held on April 13, 2000. Section 2. The Agency finds the consideration received for the sale of the property is not less than its fair market value at the highest and best use under the Redevelopment Plan for Project Area 1, Amended. Section 3.The Grant Deed shall contain language prescribed by Health and Safety Code §33435 as required. Section 4.The Agency hereby authorizes the conveyance of lot#112 and lot#142 at Portola Palms Mobile Home Park for a fair market value. 1 1 Resolution No. — PASSED, APPROVED and ADOPTED this 13th day of April, 2000. AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: Sheila R. Gilligan, City Clerk . 410 2 33433 REPORT LOT#112 (APN#622-351-112-9) AND LOT#142 (APN# 622-351-142-6) LOCATED AT 43-155 PORTOLA AVENUE (PORTOLA PALMS MOBILE HOME PARK) Pursuant to Health and Safety Code §33433 (a) and(b), the Agency provides the following summary: A. Agreement cost to the Agency includes: 1. Estimated acquisition cost plus interest per lot: $32,900 2. Appraised fair market value of the interest being conveyed through the sale based on an appraisal dated 4/13/98: Lot#112 and Lot#142 each: $22,500 3. The purchase price to be paid by the buyers of lot#112 and lot#142 each: $24,500 `' ' 4. Elimination of blight The lot is one(1)of 141 mobile home spaces located at Portola Palms Mobile Home Park,a low and moderate income park developed prior to the 1973 incorporation of the City. The park was converted from private ownership to resident-ownership in 1992 with assistance from the State MPROP Program and the Palm Desert Redevelopment Agency. Thirty seven of the spaces were not purchased by the occupant tenants and are now owned by the Palm Desert Redevelopment Agency. The Agency wishes to sell the spaces to create 100% resident stability of the park, thereby eliminating the vacant spaces scattered throughout the park and encouraging ownership of rental spaces thereby turning total control of the park over to its residents. PALM DESERT HOUSING AUTHORITY r �4", MISSION STATEMENT .•:OlE t D��OJE It is the mission of the Palm Desert Housing Authority (PDHA) to: • Provide affordable, quality housing through the maintenance of our existing units and the development of new units; • Create an environment which enables residents to live responsibly and with dignity; ... ♦ Support residents in their effort to achieve home ownership; • Honor public housing commitments in a fiscally and ethically responsible manner; • Create and maintain public confidence in the PDHA's operations and staff; • Improve the performance of the PDHA staff and Commissioners through applicable vision, training, and career development; • Assist the City of Palm Desert, County of Riverside and the State of California and private entities in identifying and addressing the housing needs of the very low, low and moderate income families; and ♦ Construct, acquire, rehabilitate and operate affordable housing projects for low, very low and moderate income persons. HOME IMPROVEMENT PROGRAM PROJECTS Since June 30, 1999 Prepared by Bryce Lynn White March 31, 2000 ADDRESS SCOPE OF WORK STATUS 74-530 Leslie Avenue Landscaping Complete 7-30-99 76-822 New York Ave. Install new wooden fence Complete 10-15-99 74-166 Parosella St. Repair drywall & Roof Complete 10-29-99 74-300 Goleta Ave. Remove existing and install Complete 7-30-99 new furnace, condenser, compressor and duct work Remove existing roof and Complete 7-23-99 replace with new 77-818 Calypso Rd. Repair stucco next to eaves Complete 9-03-99 77-050 Michigan Dr. Remove existing and install new Complete 7-30-99 furnace, condenser, compressor and additional duct work Wooden fence rear yard Complete 2-04-00 73-527 Silvermoon Trail Install rigid roof insulation Complete 7-26-99 Remove existing roof and Complete 9-10-99 replace with new 77-045 Michigan Dr. Build 6' slump-stone block wall Complete 7-30-99 frontage of corner lot 74-036 De Anza Way Remove deteriorated asphalt Complete 9-17-99 driveway and replace with concrete Build carport Complete 10-08-99 73-220 Catalina Way Install evaporative cooler and Complete 9-10-99 repair window opening 73-100 San Gorgonio Way Build block wall Complete 10-22-99 Repair fences Complete 10-22-99 New lawn landscaping Complete 11-05-99 1 ADDRESS SCOPE OF WORK STATUS 411 72-760 Davis Rd. Replace garage door Complete 11-20-99 Replace section of fascia Complete 11-20-99 Replace garage window Complete 12-03-99 Repair electric lines Complete 12-03-99 44-810 San Clemente Cr. Close opening between sun Complete 2-11-00 room and house Security gates and decorative Complete 3-24-00 archways on both sides of house Replace garage and front door Complete 1-07-00 Paint house Complete 1-07-00 77-200 Indiana Ave. Front yard landscaping Complete 10-22-99 Repair double gate Complete 10-15-99 74-761 Leslie Ave. Correct code compliance Complete 10-29-00 violations Paint house Complete 11-05-99 New Landscape Complete 12-10-00 Install new septic system Complete 10-29-99 47-845 Sun Corral trail Abandoned gas lines under slab Complete 11-19-99 and through house. Install new evaporative cooler Complete 12-23-99 42-696 Rebecca Rd. Remove deteriorated asphalt Complete 1-28-00 driveway and replace with concrete Build carport Complete 2-11-00 72-638 Pitahaya St. Build up plat areas of roof Complete 1-15-00 Move and repair A.C/Furnace Complete 3-30-00 system Replace roof Complete 2-04-00 L 2 - 'r ADDRESS SCOPE OF WORKS s' � . .. 74-082 Catalina Way Replace NC system Complete 11-19-99 Replace kitchen faucet and Complete 11-19-99 repair toilet 77-060 Michigan Dr. Rehabilitate bathroom and Complete 2-25-00 shower Build carport Complete 1-21-00 Concrete patio and trim palm Complete 1-21-00 trees 44-755 San Benito Circle Abandon septic system and Complete 1-07-00 connect to sewer Repair leak shower area In progress Repair wood siding & paint In progress exterior 43-505 Warner Trail Paint house Complete 3-17-00 Install new garage door Complete 2-24-00 Install new roof Complete 1-23-00 42-675 Kansas Street Replace AC system Complete 3-30-00 Paint house In progress 43-865 Carmel Ave. Block wall; new roof Processing application 42-584 Rebecca Rd. County EDA- remodel kitchen Soliciting proposals 45-685 Verba Santa Dr. Install concrete driveway Processing application Block wall 44-106 San Luis Dr. New roof Soliciting Proposals New concrete drive Soliciting Proposals 44-670 San Clemente Circle Stucco entire house Soliciting Proposals Reset kitchen sink Soliciting Proposals Replace garage door Soliciting Proposals New fence Soliciting Proposals 44-600 Santa Margarita Avenue Paint house Processing application Replace garage door Replace water heater 3 77-350 Missouri Drive Bedroom addition Processing application Replace fence • • • 4 • HOME IMPROVEMENT PROGRAM Totals to Date Completed: 26 Grants 2 Matching Fund Grants 13 Loans 2 County EDA Loans In Progress: 1 Grant 1 Loan 1 County EDA Loan Processing: 3 Grants 3 Loans 1 County EDA Loan TOTAL HOME IMPROVEMENT PROGRAM: 53 MAKE A DIFFERENCE DAYS: 44 TOTAL IN PROGRAMS: 97 G:\RDA\Diana Leal\WPDOCS\TL\H-I-P\WHITE\PROJSTA2.mar.wpd to- PDHA RESERVE STUDY Five-Year Analysis t Fiscal Year Ending 2001 2002 2003 2004 2005 No Initial Contribution Beginning Balance - 118,170 558,587 628,686 689,798 Contributions 728,640 750,499 773,015 796,205 820,092 Expenses 610,470 310,082 702,916 735,093 862,903 Balance to Next F/Y 118,170 558,587 628,686 689,798 646,987 With Initial Contribution Beginning Balance 3,418,142 3,536,312 3,976,729 4,046,828 4,107,940 Contributions 728,640 750,499 773,015 796,205 820,092 Expenses 610,470 310,082 702,916 735,093 862,903 Balance to Next F/Y 3,536,312 3,976,729 4,046,828 4,107,940 4,065,129 • • DETAIL OF SUMMARIES ABOVE Catalina Gardens 67.500 69,525 71,611 73.759 75,972 Desert Pointe 50.100 51,603 53,151 54.746 56,388 Las Serenas 136.800 140,904 145.131 149.485 ' 153,970 Neighbors 29,040 29,911 30,809 31.733 32.685 One Quail Place 414,000 426,420 439,213 452.389 465.961 Pueblos 14,400 14,832 15,277 15.735 16,207 Taos Palms 16.800 17,304 17,823 18.358 18,909 Annual Contributions 728,640 750,499 773,015 796,205 - 820,092 Catalina Gardens 52.538 15.231 17,200 16.159 21.779 Desert Pointe 53.638 30.939 28,790 95.518 63.718 Las Serenas 100.510 49,620 109,395 63.039 126.856 Neighbors 22.963 12,927 12.678 22.155 32.387 One Quail Place 343.725 193.640 516.181 468.998 604.173 Pueblos 22.801 - 10,689 61111 2.251 Taos Palms 14,295 7.725 7,983 8.113 11.739 Annual Expenditures 610,470 310,082 702,916 735,093 862,903 2000/2001 REPLACEMENT EXPENSES Desert Las Neigh- One Taos Expense Details Catalina Pointe Serenas bors Quail Pueblos Palms Totals "TirrM RECOMMENDED REPLACEMENT EXPENSES Concrete deck/walk, repair 4,950 4,950 Decking materials, resurface 20,650 2,045 22,695 Rec bldg decks, resurface 1,975 1,975 Pole lights, replace 10,200 10,200 Mailboxes, replace 17,825 17,825 Chain link gate, replace 3,950 3,950 Trash gates, replace 7,200 7,200 Carpet-clubhouse, replace 5,775 5,775 Utility doors, replace 1,665 1,665 Boiler pump, replace 7,700 7,700 Restrooms-rec bldgs, remodel 11,000 11,000 Refrigerators-units, replace 3,450 3,600 7,225 1,200 18,400 33,875 Stove/Oven-units, replace 1,500 3,000 8,940 1,000 15,200 29,640 Dishwasher-units, replace 600 9,600 10,200 Microwave-units, replace 9,600 9,600 Metal fence/rail, repaint 800 24,650 250 25,700 Carports, repaint 950 950 Wood surfaces, repaint 14,400 2,075 16,475 Pool/spa, resurface 4,150 7,200 11,350 Pool/spa filter, replace 1,500 1,500 Pool/spa heater, replace 4,100 7,000 11,100 P , i/spa deck, resurface 3,700 7,055 41,200 51,955 m pumps, replace 15,000 15,000 Utility vehicles, replace 6,900 6,900 Sub Total Recommended: 23,850 31,400 32,935 2,800 217,925 3,275 6,995 319,180 EXPENSES TO BE RE-EVALUATED DURING THE YEAR Awnings, replace 5,000 5,000 Kitchen counter/cabinets, repl 4,950 1,900 40,725 47,575 Bathroom-units, refurbish 8,000 6,250 35,500 5,400 55,150 Metal fence/rail, repaint 4,200 4,200 Stucco, repaint 12,100 12,100 Tile roof, repair 13,100 13,100 Sub Total Re-Evaluate: 18,100 17,150 - 8,150 76,225 12,100 5,400 137,125 Total Recommended + Re-Evaluated: 41,950 48,550 32,935 10,950 294,150 15,375 12,395 456,305 Page 1 of 2 2000/2001 REPLACEMENT EXPENSES Desert Las Neigh- One Taos Expense Details Catalina Pointe Serenas bors Quail Pueblos Palms Totals `'4W`READY COMPLETED REPLACEMENTS Front/utility doors, repaint 7,600 7,600 Wood surfaces, repaint 43,975 43,975 Total Completed: 51,575 51,575 EXPENSES ALREADY INCLUDED IN REPAIR& MAINTENANCE BUDGET FOR 00/01 Carpet-units, replace 4,000 4,163 16,000 6,000 46,200 5,710 1,900 83,973 Lino/vinyl flooring-units, repl 2,088 925 3,713 6,775 1,716 15,217 Total Repair/Maint Budgeted: 6,088 5,088 16,000 9,713 52,975 7,426 1,900 99,190 EXPENSES ALREADY INCLUDED IN CAPITAL MAINTENANCE PROJECTS Trees, trim 3,000 2,300 5,300 Total Budgeted Repair& Capital Maintenance: 9,088 5,088 16,000 12,013 52,975 7,426 1,900 104,490 Page 2 of 2 EXHIBIT 1 COMPONENTS OF HOME IMPROVEMENT PROGRAM (HIP) COMPONENT NO. 1 - EMERGENCY GRANT 1. Available for very low and low income households at 0-50%of median income for the County of Riverside as established by the Department of Housing and Urban Development(HUD) 2. Covers emergency occurrences to a maximum of$3,000 COMPONENT NO. 2 - REHABILITATION GRANT 1. Available for very low income households at 0-50% of median income 2. Maximum grant amount of$7,500 Proposed change: Maximum grant amount of$12,500 3. Covenant and Lien recorded that proportionately forgives lien over ten years COMPONENT NO. 3 - MATCHING FUND COMPONENT 1. Available for very low and low income households at 0-80%of median income 2. City funds are matched dollar for dollar with homeowners funds to a maximum of$2,500 COMPONENT NO. 4 - REHABILITATION LOAN 1. Available for low income households at 50-80% of median income 2. Maximum loan amount of$7,500 Proposed change: Maximum loan amount of$20,000 3. Deed of Trust recorded securing note at 3% simple interest fully amortized over ten years Proposed change: Deed of Trust with ten (10)year occupancy restriction recorded securing note at 3% simple interest fully amortized over(a) ten (10)years if less than $10,000; or(b) fifteen (15)years if$10,000 or more. 110 G:\RDA\Maria Hunt\WPDA TAHOUSING\WHITE\HIPEXH PROPOSED ADDITION: COMPONENT NO. 4B - REHABILITATION LOAN FOR LOWER MODERATE HOUSEHOLDS 1. Available for lower moderate households at 80-100% of median income 2. Maximum loan amount of$20,000 3. Deed of Trust with ten (10) year occupancy restriction recorded securing note at 5% simple interest fully amortized over (a) ten (10) years if less than $10,000, or (b) fifteen (15) years if$10,000 or more PROPOSED ADDITION: COMPONENT NO. 4C - DEFERRED LOAN WITH 30 YEAR AFFORDABILITY COVENANT 1. Available for very low and low income households at 0-80% of median income 2. Maximum loan amount of$25,000 3. Deed of Trust recorded'securing note at 3% simple interest requiring no payments, only due on sale or transfer to households whose income exceeds 80% of median income. Deferred loan forgiven after 30 years if property remains in compliance ("Silent Second") 4. Recordation of Affordability Covenant as part of Deed of Trust in conformity with mitigation measures established by the pertinent stipulation(s) with the Western Center on Law and Poverty. All of the above components are: (a) available citywide; (b) available only one time in three years. COMPONENT NO. 5 - COUNTY OF RIVERSIDE ECONOMIC DEVELOPMENT AGENCY (EDA) REHABILITATION LOAN 1. Available for very low and low income households at 0-80% of median income 2. Maximum loan of$30,000 3. Deed of Trust recorded securing note at 2% simple interest deferred loan for thirty years G.\RDA\Maria Hunt\WPDATA'HOUSING\WHITE`111PEXH 2 COMPONENT NO. 6- MAKE A DIFFERENCE VOLUNTEER DAYS 1. Available to homes visually most in need of repair in a selected neighborhood 2. Volunteers are solicited to perform the cleanup on a special day with cost of materials paid by Agency and donations COMPONENT NO. 7- ACQUISITION/REHABILITATION/RESALE COMPONENT (ARRC) 1. Property acquired by Agency, rehabilitated and offered for resale to very low and low income households at 0-80% of median income 2. Deed of Trust and 30 year Affordability Covenant recorded securing note at 0% interest forgiven after 30 years ("Silent Second"). G`.RDA`Mana Hunt\WPDATA\HOUSING\WHITE\HIPEXH 3 Reserve Studies - Association Reserves Inc. - Are your Reserves Adequate? Page 1 of 2 SSOC1ATION Reserve Studies for Community Associations SERVES, INC. Advice...not just information Are your Reserves Adequate? By: Robert M. Nordlund, P.E. How much Reserves are Adequate? Each association requires a different amount of cash in Reserves to perform the anticipated Reserve projects on time without requiring outside assistance (special assess-ments or loans). In addition to the difference in association types and ages, when one also considers the difference between Reserve plans and reality, measuring Reserves adequacy has the reputation of being a shot in the dark. But an association's risk of having adequate Reserves can be measured. The problem in the past has been using the wrong kind of ruler to make the measurement! Winston Churchill said "Saving is a very fine thing, especially if your parents have done it for you!" But how much "savings"does it take to provide an adequate level of comfort?A Reserve cash balance that is adequate for one association is not necessarily adequate for another association. But if an association's actual Reserves on hand are compared to its current Reserve require- ments, a relative measuring scale called Percent Funded is established. Just as we find clothes which "fit" us based on our own particular measurements, this relative measuring scale allows us to measure how well an associatio-n's Reserve fund "fits", and meets, its Reserve needs. Large associations with many common area amenities in need of replacement have high Reserve requirements. The opposite is true: newly constructed small associations with only a few common area amenities have small Reserve require-ments. You can translates this information into numbers by multiplying the current cost of each component by its fraction of life"used up". The result of this computation for all Reserve compo-nents is summed for an association total, called the Fully Funded Balance. Note that this relative Reserve Fund size measurement is totally independent from any Funding Plan method (Cash Flow, Straight Line, etc.). Using this relative measurement scale on thousands of our Reserve Special Study clients, it was clear to see that among associations with Percent Assessment relatively little in Reserves, the incidence of inadequate Reserves is Funded Risk very high. We also found the opposite to be true: among associations with a relatively substantial Reserve Fund, inadequate Reserves are 0-10% 53.5% rare. By using this relative measuring scale, Reserves adequacy can 10-20% 36.9% be measured. 20-30% 26.6% For example: by looking at Table 1 you can note that if an association 30-40% 17.6% is 0%- 10% "Funded", there is approximately a 50% chance that the 40-50% 11.6% associa-tion will have inadequate cash to perform its anticipated 50-60% 6.0% Reserve projects during the year. You can see why we consider a Reserve Fund in the 0% - 30% range"weak", and over 70% as 60-70% 3.5% "strong". Note that it is not necessary to have a Reserve balance 70-80% 2.4% equivalent to the calculated Fully Funded Balance (100% Funded)to 80-90% 2.3% effectively eliminate the risk of inadequate Reserves. Reserves "adequacy" seems to occur at or above the 50% point, where the 90-100% 0.5% association's exposure to inadequate Reserves has been effectively 100-110% 1.5% minimized. 110-120% 1.4% An ancient Chinese proverb states: "Forecasting is difficult, especially over 120% 1.0% mir` about the future." Every Reserve Plan is destined to be inaccurate, since future events are out of our control and never occur exactly as http://www.reservestudy.com/q 11.htm 4/11/00 Reserve Studies - Association Reserves Inc. - Are your Reserves Adequate? Page 2 of 2 positive) Reserve cash balance often find their Reserves inadequate in spite of their good intentions. Designing for a relatively strong 0. Reserve Fund provides a margin for protection when Reserve expenses are higher than expected or earlier than expected. Answers to more Reserve Study Questions Reserve Abort r__.ie It Services Natio,ial i.or-ie Examples S ucy Association offered Standards E-mai, Li[ l Questions Rese.,s'vey ©1999 Association Reserves,Inc.-http://www.reservestudy.com•(800)733-1365 4IL http://www.reservestudy.com/g11.htm 4/11/00 - UPDATE: April 4, 2000 PREPARED BY: Charlene Sumpter RETROFITTING OF LANDSCAPING One Quail Place Staff is meeting with Ron Gregory and Associates on April 25 to review landscape design plan for One Quail Place. REPAIR AND RESURFACING Staffconsulting with JMS Engineering to define the scope of work. April 5th,Wednesday 11:00 a.m. meeting with JMS Engineering to receive update on engineering and specifications for repair and resurfacing. PALM VILLAGE APARTMENTS Staff is currently negotiating with adjacent property owner. CARPORTS Desert Pointe: Completed. Catalina Gardens: Completed California Department of Housing cr Community Development (916)445-4775 PALM DESERT REDEVELOP MEMORAr DATE : March 13, 2000 (App)601'/ TO : Buford Crites, Mayor FROM: Teresa La Rocca, Housing Mana SUBJECT: Housing Authority Properties - Provide leadership,policies,and programs to expand safe and affordable housing opportunities and promote strong communities for all Californians. On Wednesday, March 8, 2000, the Housing Commission once again discussed the issue of the current Pet Policy at the Housing Authority senior properties. I expressed to them your thoughts regarding seniors who need to move into subsidized housing, but are not given the opportunity because their pets exceed the 20 pound limit currently in place. There was extensive discussion, however, the outcome of the discussion and general consensus remains in favor of the current policy and the limiting of pets at the 20 pounds maximum. The concerns expressed were all of the previous concerns mentioned in my February 29th letter to you. In addition, they expressed concern that if we waive the size limit for a few tenants, it opens the door to all tenants entering the property in the future along with the potential for complaints by current tenants opposed to larger pets. They reinforced their concern regarding the size of dogs and the potential intimidation factor to the more frail and older tenants. The commission recommended that the current Housing Authority senior properties pet policy stay in place limiting the size of pets to 20 pounds. TLR:dcl cc: Carlos Ortega