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HomeMy WebLinkAbout2000-05-10 HC Regular Meeting Agenda Packet POSTED AGENDA HOUSING COMMISSION •., MAY 10, 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, May 10,2000 was posted on the bulletin board by the outside entry to the Council Chambers, 73-510 Fred Waring Drive, Palm Desert, on May 3, 2000. Dated: ay 3, 0 D ana eal, S ni r Of ice Assistant Palm Desert Redevelopment Agency PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: MAY 3, 2000 TO: HOUSING COMMISSION MEMBERS FROM: DIANA LEAL, SENIOR OFFICE ASSISTAN SUBJECT: NOTICE OF HOUSING COMMISSION MEETING A meeting of the Housing Commission will be held on Wednesday,May 10, 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. • • PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: MAY 3, 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, May 10, 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. O POSTED AGENDA 1 galk, HOUSING COMMISSION MEETING 2°� ' ." �''" • 3:30 P.M. • O p • • • ••••. Wednesday, May 10, 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. • III. APPROVAL OF MINUTES SO A. MINUTES of the Housing Commission meeting of April 12, 2000 IV. INFORMATIONAL ITEMS 6 A. Tax Increment Survey B. Housing Authority Properties - Tenant Survey V. NEW BUSINESS A. Home Improvement Program Proposed Expansion Rec: By Minute Motion: Forward to the Council and Redeveloment Agency recommendation to approve the expansion of the Home Improvement Program 41-1) Action: 1 B. CVWD Surplus Property Acquisition VI. CONTINUED BUSINESS C. A. 40 Acre Site Development VII. REPORTS A. Mobile Home Park Issues - Portola Palms Mobile Home Park Sale of Lots B. 73-610 Santa Rosa—Palm Village Apartments-Update(Charlene) C. Acquisition/Rehab/Resale Program Update(Charlene) - Rebecca Road Properties D. Home Improvement Program Update(Bryce) E. Housing Authority Properties (Terre) 1. Improvements 6 - Landscaping - Repair/Restriping Parking Lot 2. Smoke Detectors 3. Miscellaneous Correspondence F. Projects Update (Charlene) H G. Desert Rose Resales Update (Terre) VIII. NEXT MEETING DATE -JUNE 14,2000 IX. ADJOURNMENT 2 rr4.7 ef h ' Minutes ***::):._it ** n� , HOUSING C0 MM SS 0 N aag3�;.. CONVENE 3:33 p.m., Wednesday, May 10, 2000 ROLL CALL Members Present: Carrie McLeod. Roger Dash, Leo Sullivan, Larry Saindon, Jim Thorness, Linda Ward Members Absent: Ben Kurtz Others Present: Carlos Ortega, Teresa La Rocca, Dennis Coleman, Bryce White, Diana Leal Guest(s): Terry Parker, Regional Supervisor RPM Company Janet Moore, Finance Department ORAL COMMUNICATIONS None. MINUTES It was moved by L. Sullivan and seconded by L. Saindon to approve the minutes of April 12, 2000. Motion carried to approve the minutes. INFORMATIONAL A. TAX INCREMENT SUMMARY ITEMS D. Coleman explained the Projected Tax Increment Receipt Summary Report. Discussion followed on funds allocated toward debt service vs. projects. B. HOUSING AUTHORITY PROPERTIES TENANT SURVEY A copy of the preliminary results of the Residents Survey was provided to the Commission. Terre said that the survey was sent out in anticipation of the RPM annual performance review. Also distributed as part of the supplemental package was a calculation of the responses received to date. A due date to return the surveys was set for May 12. Staff will ask the commission to make a recommendation with respect to the RPM contract at their June meeting. 1 Minutes May 1_0 , 2000 ROUSING COMMISSION NEW BUSINESS A. HOME IMPROVEMENT PROGRAM PROPOSED EXPANSION Rec: By Minute Motion: The expansion of the Home Improvement Program will be forwarded to the Council and Redevelopment Agency for review and action after the budget hearings. Action: It was moved by L. Sullivan and seconded by L. Ward to forward to the Council and Redevelopment Agency recommendation to: 1. Approve the expansion of the Home Improvement Program and that all 0% loans. 2. Have all 0% loans concurred by two Agency staff members. Motion carried. B. CVWD SURPLUS PROPERTY ACQUISITION The property is located on the east corner of Portola and Cortez Way which was formerly the Palm Desert Water Services Agency office building. The Coachella Valley Water District sent the City of Palm Desert a letter asking if the City was interested in purchasing the surplus property. The property consists of two parcels. A portion of one of the parcels is being used by CVWD for a pump. Charlene checked with the Building Department and they advised that a duplex or a home can be placed on the property. The asking price for the property is reasonable. The purchase of the property will be taken to the CVWD Board for consideration. V Minutes May i0 , 2000 EMITSING COMMISSION' AGENDA ADDENDUM A. RPM FISCAL YEAR 2000-2001 BUDGET CORRECTION Finance submitted a correction to the proposed Desert Pointe budget which, in turn, would change the Housing Authority properties' budget slightly. Rec: By Minute Motion: Forward to the Housing Authority recommendation to approve the RPM FY 2000-2001 Budget correction. Action: It was moved by L. Sullivan and seconded by L. Saindon to forward to the Housing Authority recommendation to Approve the RPM FY 2000-2001 Budget correction. Motion carried. am CONTINUED A. 40 ACRE SITE DEVELOPMENT BUSINESS The Housing Commission Subcommittee and the two members of the City Council met on the redesign of the 40-acre site. A plan was presented to the Commission which showed the 40-acre site plan with the multi-family located along the easterly 20 acres of the site. After review of the plans, staff received direction from the subcommittee to take a look at moving the multi-family to the westerly portion of the 40 acres. The proposed child care center was eliminated to expand the soccer parking lot. The civil engineer is preparing another site plan which will be presented to the Commission after the subcommittee has reviewed the plan. The subcommittee asked that a combination of lot sizes be incorporated for possible senior single-family homes. The engineer will incorporate it into the new plan. REPORTS A. MOBILE HOME PARK ISSUES PORTOLA PALMS MOBILE HOME PARK SALE OF LOTS One sale is in escrow. Minutes May 10, 2000 NOVSING COMMISSIQNr REPORTS B. 73-610 SANTA ROSA-PALM VILLAGE APARTMENTS (CONTD) UPDATE (CHARLENE) Charlene said that negotiations are still on-going with the adjacent property owner. In order to make the project a 24-30 unit property, the two adjacent vacant lots will need to be purchased. The Agency has authorized staff to enter into negotiations with the property owner for the two lots. The County of Riverside is processing all the necessary paper work to get the $600,000 appropriated for the acquisition and construction of the new two lots. Availability of funds is expected in July, 2000. R. Dash asked if the appliances were removed. Charlene said that many companies were contacted to dispose of the appliances. The company who has shown interest in picking up the appliances indicated that it would charge a fee for the pick up. Terre said that they expect the disposal of the appliances to be handled this week. C. ACQUISITION/REHAB/RESALE PROGRAM UPDATE (CHARLENE) REBECCA ROAD PROPERTIES Two offers have been received on the homes. Unfortunately, one of the offers has fallen out and the other looks as if it may fall through as well. Terre is working with Lauri Aylaian and Bryce White on providing information on available resale units to relocation tenants and residents along Fred Waring Drive. Perhaps some of the tenants would be interested in owning their own home. Families are also being informed of the resales available through Desert Rose. D. HOME IMPROVEMENT PROGRAM UPDATE (BRYCE) A Home Improvement Program Update report was provided to the Commission. 4 Minutes May 10 , 2000 EQV$rNG CCIMIVEISSIO,N7 REPORTS E. HOUSING AUTHORITY PROPERTIES (TERRE) (CONTD) 1. IMPROVEMENTS LANDSCAPING Charlene presented photographs of the landscaping at One Quail Place to the Commission. She said that retrofitting of landscaping should occur every 12-15 years; this property has never been retrofitted. Consequently, there is a problem with the landscaping of the trees and the streams. The contract for landscape architecture was awarded to Ron Gregory. There are a lot of trees on the property. The roots from the trees are causing the sidewalks to buckle and causing a safety hazard. Staff is looking at the elimination of some of the trees because they are losing 50% of their growth due to the loss of nutrients from the soil and the sun which is being robbed by the overabundance of trees. Ron Gregory and Associates has suggested tree removal in phases. Charlene met with Spencer the City's Arborist who walked the property and agreed that some of the trees along with some of the streambeds should be removed. The streambeds are in a state of disrepair and the bedliners are leaking and cracking. The soil has been eroded from the site and the cement is cracking. Problems also exists with the plumbing. At this time, there is no filtration system in the streams which is causing a problem with algae and mosquitos. A chemical has been added to the water to rid the streams of the algae. Staff is proposing to get rid of some of the streambeds by making them dry beds and keeping the larger ponds. This item will be scheduled for action at the next meeting. — REPAIR/RESTRIPING PARKING LOT Staff is preparing requests for proposals for the restriping and repairs of the parking lot. Proposals are being requested from local civil engineers. A civil engineering firm will be hired to do the redesign of the parking lots of Neighbors, Taos One Quail and Las Serenas. Proposals 5 Minutes May L 0 , 2000 HOUSING CO MMISSIO N REPORTS will be presented at a future Housing Commission (CONTD) meeting for review and action. — SMOKE DETECTORS Desert Fire is finishing up One Quail. RPM was holding off on One Quail because of the litigation of the Omega sprinklers. Desert Fire will be preparing a report which will be brought to the commission at its next meeting. — MISCELLANEOUS CORRESPONDENCE None. F. PROJECTS UPDATE (CHARLENE) Terre asked that this item be removed from the agenda as the projects are covered under their own heading. G. DESERT ROSE RESALES UPDATE (TERRE) A list of the available properties at Desert Rose was provided to the Commission. Terre said that two of the properties are now in escrow and one more has come on line, therefore five are available at this time. There is a property which has gone past the 60 day period where the Agency has to either acquire the property or find a buyer. The second trust deeds which are included in the price of the property are silent seconds which the Agency can roll over to another qualified family. ADJOURNMENT Motion was made by L. Saindon and seconded by L. Sullivan to adjourn the meeting. Meeting was adjourned at 4:56 p.m. 4".1 Carlos L. 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K C) 1 RESIDENTS' SURVEY The Palm Desert Housing Authority is requesting your assistance in assisting us to evaluate the past year's performance (7/99 to current) of its property management company, RPM Company. Please take a few moments to review and complete this survey and return in the self-addressed stamped envelope by May 12, 2000. Please do not include your name or apartment number, as this is a confidential survey. The goal of the Palm Desert Housing Authority is to own and operate premier properties within our City and to work with the tenants to enhance your quality of life by making the property in which you live an enjoyable place to be. Given this, your timely response to this survey will be most appreciated. Please read each of the following items and circle the response which best suits your personal opinion: 1. Availability of on-site management team. Outstanding Good Fair Poor 2. Number of times you had personal contact with on-site management in the last year. 1 - 5 6 - 10 11 - (+) vairo 3. Responsiveness to tenant inquiries by on-site management team. Outstanding Good Fair Poor 4. Friendliness and courteousness of on-site management team. Outstanding Good Fair Poor 5. Timely response to maintenance requests (within 24 hours). Outstanding Good Fair Poor 6. Quality of maintenance work performed. Outstanding Good Fair Poor 7. General appearance of property, including common areas. Outstanding Good Fair Poor 8. Appearance, quality, and cleanliness of amenities (pool, weight rooms, laundry facilities, common area). Outstanding Good Fair Poor 1 9. Contract service quality (laundry, pool service, etc.) Outstanding Good Fair Poor 10. Appearance of Landscape maintenance. Outstanding Good Fair Poor 11. Enforcement of property/tenant rules. Outstanding Good Fair Poor 12. Condition of the property since July, 1999 Outstanding Good Fair Poor 13. Responsiveness to tenant inquiries from District office (Rancho Cucamonga). Yes No 14. Is the newsletter informative? Outstanding Good Fair Poor i 15. Have you had personal contact with the District office? i If you answered yes to No. 15, with whom did you speak and were your needs addressed in a timely and professional manner? Please explain briefly. I What changes would you make if you were the management on the property? i Thank you for your cooperation and assistance with this survey. Sincerely, PALM DESERT HOUSING AUTHORITY ...Id Residents'Survey i Apnl 25.2000 2 OUESTIONAMO PARR RESIDENTES El Palm Desert Housing Authority le pide su ayuda para asistirnos con la evaluacion del trabajo que ha llevado acabo la compania del manejamiento de la propiedad, RPM Company durante 7/99 hasta el presente. Por favor tome unos cuantos minutos para revisar y completar este cuestionario y regreselo en el sobre con estampilla para el Dia 12 de Mayo, 2000. Por favor no incluya su nombre o numero de apartamento,porque este cuestionario es confidencial. La meta del Palm Desert Housing Authority es de ser dueno y operador de propiedades de primera calidad dentro de nuestra ciudad y de trabajar con inquilinos para aumentar la calidad de sus vidas en haciendo la propiedad donde vive un lagar que pueda disfrutar. Por esta razon su respuesta es muy agradecida. Por favor lea cada uno de los temas y marque un circulo para la respuesta que mas refleje su opinion personal: 1. Disponibilidad del equipo de manejadores de la propiedad. Excepcional Bueno Justo Mal 2. Numero de veces que usted a tenidp contacto personal con los manejadores de la propiedad en el ultimo alio. 1 - 5 6 - 10 11 - (+) Como cree que los manej adores responden a sus preguntas. Excepcional Bueno Justo Mal 4. Simpatia de los manejadores. Excepcional Bueno Justo Mal 5. Responden a tiempo los manej adores cuando se trata del mantenimiento de la propiedad. Excepcional Bueno Justo Mal 6. Que es la calidad de trabajo de mantenimiento. Excepcional Bueno Justo Mal 7. Que es la aparencia general de la propiedad, incluyendo las areas en comun. Excepcional Bueno Justo Mal 8. Aparencia,calidad,y limpieza de las comodidades(alberca,cuartos de levanta-pesas,lavanderia,facilidades, area en comun). Excepcional Bueno Justo Mal 1 9. La calidad de servicio por Contrato (lavanderia, servicio para la alberca, etc.) . Excepcional Bueno Justo Mal 10. Apariencia del mantenimiento del paisaje. yid Excepcional Bueno Justo Mal 11. Cumplen con las reglas de los inquilinos y la propiedad Excepcional Bueno J'usto Mal 12. Condicion de la propiedad desde Julio, 1999 Excepcional Bueno Justo Mal 13. Como responden los manejadores localizados en la oficina del distrito (Rancho Cucamonga) a preguntas de los inquilinos. Excepcional Bueno Justo Mal 14. Es informativo el boletin? Si ' No 15. Ha tenido contacto personal con los manejadores localizados en la oficina del distrito o Corporativa? s.sod Si usted le a contestado si a la pregunta No. 15, con quien hablo y fueron sus preguntas contestadas en una manera profesional y rapida? Por favor explique brevamente. Si usted fuera parte del equipo de manejadores de la propiedad, cuales cambios haria? Gracias por su cooperacion y asistencia con este cuestionario. Sinceramente, PALM DESERT HOUSING AUTHORITY Cuesnonario Para Residentes!April 25.2000 2 • PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM SATE: TO BE SUBMITTED AFTER BUDGET STUDY SESSION TO: CITY MANAGER,HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL EXECUTIVE DIRECTOR,HONORABLE CHAIRMAN AND MEMBERS OF THE REDEVELOPMENT AGENCY BOARD FROM: BRYCE LYNN WHITE, REHAB. CONST. SPECIALIST SUBJECT: HOME IMPROVEMENT PROGRAM -REVISION AND EXPANSION OF GUIDELINES RECOMMENDATION: 1. That the City Council,by minute motion, approve the"Revised and Expanded Guidelines"for the"Make a Difference"Home Improvement Program(HIP) as attached. 2. That the Redevelopment Agency Board,by minute motion: 1. Approve the"Revised and Expanded Guidelines"for the"Make a Difference"Home Improvement (HIP) as attached. • 2. Appropriate $300,000 from the 20% Unobligated Housing Set-Aside funds to the Home Improvement Program components 1-4C and 6. BACKGROUND The Home Improvement Program allows for improvements to single family owner occupied homes which primarily improve the appearance of the dwelling and property from a public street. In addition,improvements are allowed for making corrections to health,safety,and code violations thereby making a home decent,safe,and sanitary.The HIP guidelines were approved by the Palm Desert City Council and the Redevelopment Agency,by minute motion, on December 11, 1997. The original program guidelines made funds available only to very low and low income households (0-80% of median income)as the funding source was Community Development Block Grant(CDBG)funds. The expanded program will use 20%Unobligated Housing Set-Aside funds in addition to CDBG funds to provide grants and loans. The proposed changes to the guidelines include: 1. Increasing the maximum grant and loan amounts from $7,500 to $12,500 and$20,000 respectively; 2. Providing loans to median income households (81-100% of median income) which generally consist of working families that cannot otherwise afford to make necessary improvements to their homes. The loans are proposed at a 5% interest rate, while the existing 3% interest rate will continue for the low income • households(51-80% of median income); • 3. Adding a deferred loan "silent second" component which will assist with the mitigation measures established with the Western Center on Law and Poverty by recording 30-year affordability covenants for very low,low,and median income families(0-100%of median income). The deferred loans will be at a 3% interest rate with a maximum loan amount of$25,000 forgiven after 30 years;however,if the home is sold or transferred to a household that is above the income limits, then the loan will be repaid to the Agency. The proposed expanded guidelines will allow for more complex and complete rehabilitation work that many older homes require thereby improving neighborhoods and the City's existing housing stock. This is the basis for staff's recommendation to expand the program. In order to expand the program it is necessary to increase the funding allocation. Staff recommends the appropriation of$300,000 from the 20%Unobligated Housing Set-Aside funds for this purpose. For informational purposes,attached is the"Redlined Copy"of the existing guidelines with the proposed deletions stricken and the additions italicized, as well as the "Revised and Expanded Guidelines" The Housing Commission will review and discuss this request at their meeting of May 10, 2000. REVIEWED AND CONCUR 4J4-- E LYNN ITE T SA L. LA ROCCA tii„ehab. Const. ecialist Housing Manager Executive Director City Manager e 2 Redlines Co'H PALM DESERT REDEVELOPMENT O "MAKE A DIFFERENCE"HOME IMPROVEMENT PROGRAM (HIP) The intent of this document is to describe all components of the Home Improvement Program(HIP) I. PURPOSE -WHY DO WE HAVE THIS PROGRAM? A. To specifically identify and address the housing needs of our community pursuant to California Redevelopment Law(Health and Safety Code Section 33000, et sea.) and policy 5.2 of the Redevelopment City's Housing Compliance Program for very low and low income families within our community. B. To improve and stabilize the quality of life for neighborhoods and residents. C. To instill a sense of community among the residents. II. FUNDING SOURCES-WHERE DOES THE MONEY COME FROM? A. County of Riverside County-wide Community Development Block Grant(CDBG); B. 20%Tax Increment Housing Set-aside Funds; C. Housing Mitigation Funds. III. ELEMENTS -WHAT IS THE PROGRAM? A. The MAKE A DIFFERENCE program is a home improvement program designed for • Palm Desert residents based on the needs of individual homes and neighborhoods. B. The MAKE A DIFFERENCE program consists of the following components 1. COMPONENT NO. 1 -EMERGENCY GRANT COMPONENT(EGC) a. Covers emergency occurrences, as determined by staff, up to maximum grant amount of$3,000.00. b. For very low and low income households whose income does not exceed 39=80% 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) Tli.,household 1i1ust also meet all IIIP icquin,mciits. c. Application and supporting documentation must be submitted. Staff at their discretion, may streamline verifications and proceed with only one construction proposal. d. Available citywide. as accessary 2. COMPONENT NO. 2 -REHABILITATION GRANT COMPONENT (RCG)($60,000 P,ogi an Budget) a. Up to Maximum grant amount of 00 $12,500 pei eligibles household for approv.,d idhabilitati011 i Wail 0. b. For very low income households whose income does not exceed • 30-50% 50% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Covenant and lien recorded that proportionally forgives lien over ten years. (For example, with a grant of$5,000 then $500 is forgiven annually) No repayment is required unless property is sold or transferred to a household that exceeds 80%of the median income. d. Available citywide. e. All health and safety and code violations(if any)must be addressed first. S 2 e. Funds are in tl1c foiin of a grant,but should the home be sold within Niow 3 yL,aib fulluwnig grant, a pruputti-unatc-shan, of-grant-balance-shall be reimbursed City based on a sliding-scale- f. Autloiized work-uuld includt-cxteiior impiuvLiiiwnts that ciilianLL thc appearance of thc dwelling and property from thc p bticL.t to driveways, fiont yard landscaping impiov.nctnts; roof electrical wiring repairs to con cct safety problems,heating and/or air conditioning or cvapoi ati v c cooler installation,repair or eplaceniLnt, inter for repairs ncLde,d to provide safe and sanitary li v ing Luntlitiuns, st1 actual repairs,site improvLmcnts and-Lon eution of code violations; installation and/or repair of ornamental iron,block and-wuud fLii.,iiig (no chain link-ffncing shall be installed-as a result of this program). Tlc City shall establish the wurk and expenditure priority. f. Available once per household in a three-year period. 3. COMPONENT NO.NO.3-MATCHING FUND COMPONENT-(MFC) a. Matches expenditures of an eligible household up to a maximum grant of$2,500. b. For very low, low, and median income households whose income does not exceed 51-80% 100% of the County of Riverside Median ,,,or Income as established by the Department of Housing and Urban Development (HUD). The City will match funds as follows dollar for dollar with the homeowner(For example, the homeowner has a City approved project done that costs $3,000.00. The homeowner pays $1,500.00 and the City will pay $1,500.00). c. Covenant and Lien recorded that proportionally forgives lien over three years. No repayment is required unless property is sold or transferred to a household that exceeds 100%of median income. d. Available citywide. d. Availabk once per household in a three-yLal pciiod. e. All health and safety and code violations (if any) must be addressed first. f. Available once per household in a three-year period. 4. COMPONENT NO. 4 - REHABILITATION LOAN COMPONENT (RLC) ($60,000 PI op am Budget) COMPONENT NO 4A-REHABILITATION LOAN FOR LOW INCOME HOUSEHOLDS a. Maximum loan amount of 00 $20,000. b. For very low and low income households whose income does not tir. 3 exceed 5+-80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Deed of Trust with ten (10) year occupancy restriction recorded securing note at 3%*simple interest rate fully amortized over(a)ten (10)years if less than$10,000;or(b)fifteen (15)years if$10,000 or more. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 80% of the median income. d. Available citywide. e. Small All health and safety and Code violations (if any) must be addressed first. f. Available onceper household in a threeyearperiodt,vciytluwy * For very low income households (0-50%of median) interest will be set at 0% or, if staff determines that a disproportionatefinancial hardship will occur for low income households (51-80%of median), interest can be set at 0%. • • 4 W g. TM,ei- is one type of loan: 1. Monthly repayment loan($60,000 Iiogram Budget) (a) Pot l,w income households whose inconi., dots nut ex.ccd 51-80%of the County Median hrcomc. (b) 15 year tuiiii (c) Monthly payments to be calculalLd ba6Ld uii ability ter pay. (d) Dac upon salmi or transfct of title.or upon the%Lath of COMPONENT NO. 4B - REHABILITATION LOAN FOR MEDIAN INCOME HOUSEHOLDS a. Maximum loan amount of$20,000. b. For median income households whose income is between 81-100% of the County of Riverside Median income as established by the Department ofHousing and Urban Development(HUD). (See Chart) c. 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. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 100%of the median income. ,,. d. Available citywide. e. All health and safety and code violations (if any) must be addressed first. f. Available once per household in a three year period. * If staff determines that a disproportionate financial hardship will occur, interest can be set at 3%. COMPONENT NO. 4C - DEFERRED LOAN WITH 30 YEAR AFFORDABILITY COVENANT a. Maximum loan amount of$25,000. b. For very low and low income households whose income does not exceed 80%of the County ofRiverside Median income as established by the Department of Housing and Urban Development(HUD). (See Chart) c. Deed of Trust recorded securing note at 3%simple interest requiring no payments. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 80%of the median income. Deferred loan forgiven after 30 years if property remains in compliance ("Silent Second"). d. Recordation of 30 Year Affordability Covenant as part of Deed of Trust in conformity with mitigation measures established by the 5 • pertinent stipulation(s)with the Western Center on Law and Poverty. e. Available citywide. f. All health and safety and code violations (if any) must be addressed first. g. Available once per household or residence while loan is outstanding. 5. COMPONENT NO. 5 - COUNTY OF RIVERSIDE ECONOMIC DEVELOPMENT AGENCY LOAN PROGRAM - HOME IMPROVEMENT PROGRAM(COUNTY FUNDS) a. The County of Riverside EDA administers a county-wide Home Improvement Loan Program available to Palm Desert residents. Funding is provided from Community Development Block Grant Funds. b. Loan amount up to $30,000.00. c. 5%2%simple interest rate. d. For owner-occupied single family households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart). e. 30 year term. 6. COMPONENT NO. 6 - MAKE A DIFFERENCE VOLUNTEER COMPONENT , The Make a Difference Volunteer Component is of almost importance very important. This component was is designed to elicit the involvement of volunteers to assist with special neighborhood clean-up events yualturly within Focus Areas. In addition, staff will solicit donations of material to defray the cost of LviiAi uctioii improvements. HOW WILL IT WORK: Housing Staff and Code Enforcement and will identify properties in the Focus Area in need of repairs and clean-up and whose owner is of very luw iucoim,and wl is willing to participate in a special event clean-up program. Staff will prepare a clean-up/repair work program. An event date will be selected and solicitation of both volunteers and donations will begin. • 6 • With the help ofthe N�i6lib0rl1ool Watch Piogramn community organizations and Code Enforcement,the Volunteer Program will be echoing the purpose, goals and objectives of the Make a Difference Home Improvement Program. 7. COMPONENT NO. 7 - ACQUISITION/REHABILITATION/RESALE COMPONENT (ARRC) ($500,000 PROGRAM BUDGET) a. For very low and low income households whose income 3 0% does not exceed 80%of the County of Riverside Median Income as established by the Department of Housing and Urban Development(HUD). (See Chart) b. First-time Home Buyer Program. c. Anticipated cost per home $75,000-$85,000. d. Anticipated rehabilitation cost$10,000/home. e. Second TD will be made available as required from 20%Housing Set-aside Funds. PROPERTY ACQUISITION PROCEDURES 1. Staff,working through local realtors,will identify homes that are for sale both inside and outside the Focus Areas. (It is Staff's intent to purchase selected properties at the lowest possible purchase price to provide affordable housing to lower income families.) 2. Make offers through local broker. 3. Enter purchase escrow. 4. Staff will accomplish due diligence and define renovation costs via the preparation of a Scope of Work analysis to include costs of rehabilitation. 5. Staff will prepare work write-up. 6. Identify and contract with local general contractor for rehabilitation and commence work. 7. Staff will monitor and inspect project throughout rehab phase. 8. Staff will identify and work with conventional lending institutions to qualify and finance prospective buyers and establish a waiting list of qualified very low and low income families. 9. Enter sales escrow and work with a local broker for the sale of properties. 10. The Agency will provide, as necessary, a silent second TD mortgage to reduce the mortgage amount and make a grant to cover closing costs. • 7 BUYER PROGRAM CONCEPT (HYPOTHETICAL EXERCISE) Purchase Price $75,000 Rehabilitation Cost 10,000 $85,000 Sales Commission @ 6% 5,100 Sales Price to First-Time Buyer $90,100 Annual Low Income Buyer (family of 4 @ 50% of median) $22,000- 12=$1,866.67/mo. Using the HUD maximum 30% of income for total housing cost (the allowable housing cost including principal, interest, taxes and insurance), the Buyer's monthly payment cannot exceed $560.00 ($1,866.67 x .30% ='$560.00) Assuming property taxes per month $ 75.00 Assuming Hazard Insurance per month 35.00 Monthly Cost $110.00 Allowable 30%housing cost $560.00 Taxes and insurance -110.00 Maximum Allowable First,Mortgage Monthly Payment $450.00 New Original sales price $90,100 5% Buyer down payment 4,500 Mortgage to be Financed $85,600 Low Income Buyer can afford to pay only$450 per month on a first trust deed. Assuming a 30-year loan x 7.25% interest per month the Buyer can afford a first mortgage amount of$66,000. Amount to be financed by first and second $85,600 Less amount of affordable first mortgage 66,000 Amount of Agency: Second TD mortgage required $19,600 +Closing costs (Agency grant) 2,500 Total Agency subsidy $22,100 8 IV. PRIORITIES -WHAT ARE THE GUIDELINES? A. The MAKE A DIFFERENCE program shall be for owner-occupied single-family residential properties including planned unit developments. B. Home Improvement assistance shall be made available to eligible properties within the territorial jurisdiction. The City may, from time to time, designate certain neighborhoods as priority focus areas. C. The MAKE A DIFFERENCE program guidelines shall provide a basis for reviewing, analyzing and prioritizing certain rehabilitation projects. Emphasis will be placed on achieving improvements that will address health and safety issues,eliminate blight conditions and make a positive dramatic impact upon the appearance and economic viability of the neighborhood. D. The City of Palm Desert will not pay for improvements that have been completed or started prior to the date of the release of the " of Eligibility and "Authorization to Proceed". The City reserves the right to establish the type,nature and scope of improvements that it will finance. V. ELIGIBILITY- WHO AND WHAT QUALIFIES? A. The program is available for owner-occupants of single family residential units that demonstrate that the household income does not exceed the very low, and low, or median income percentage standards of the current County of Riverside Median Family Income fvi Riverside County. (See Chart) as appropriate for whichever program component is used. B. Home in need of repair must be owner occupied and applicants sole and primary residence. C. Authorized improvements that improve the appearance of the dwelling and property from the public right-of-way and interior repairs needed to provide safe and sanitary living conditions which include but are not limited to the following: Exteriorimprovements-that impiovz fiom the public strect to include,but not limited to. painting;installation of colic'cte d�iveways, front yard landscaping improvements, i vvf i e�aii�, G1Leti iea�w u ui� repairs to collect safety plobleins, heating and/or aii Gvuditiviiiiig vi eVapviati'ie cooler installation,repair or replacement;interior repairs needed to provides safe and sanitary living conditions,structural rcpaiis,site impiovennnts and con ectioii of evde viulatiorts;installation and/ol rcpaii of oinamcntal iruii,blvelt and wood-fencing(iiU chain link fencing shall be installed as a result of this program). The City shall cstablisli the work and expenditure priority. a. Any items to correct Health and Safety and Code violations have first priority. b. Landscaping (1) Removal of rock, vegetation, walls, etc. (2) Trimming of vegetation (3) Repair and installation of sprinkler systems 9 • (4) Installation of landscaping including grass, shrubs, trees, rocks, etc. c. Walls and Fences (1) Repair of existing walls and fences (2) Installation of new concrete block walls, wooden fences, and "ornamental iron"fences (No chainlink fencing) d. Walks and Driveways (1) Repair of existing asphalt and concrete walks and driveways (2) Installation of public right-of-way concrete sidewalks (3) Installation of on-site concrete walks, driveways etc. including removal of existing asphalt driveways e. Sewer and Septic (1) Repair of existing septic and sewer lines (2) Installation of new on-site sewer lines and sewer lateral lines including "sanitation capacity charge" and other fees required by Coachella Valley Water District(CVWD) f. Roofs (1) Repair of leaks if balance of roof acceptable (2) Elastomeric coating of applicable roofs (3) Rigid insulation to roofs without attics (4) Replacement of defective sheathing (5) Build up flat roofs to provide drainage (6) Replacement of roofs complete g. Heating, Cooling, and Fixtures (1) Repair or replacement of wall furnaces (2) Repair or replacement of furnaces, air conditioners, and forced air units (3) Repair, replacement, or addition of evaporative coolers (4) Repair or replacement of water heaters (5) Repair or replacement (if functionally obsolete) built-in stoves and ovens (6) Electrical, gas,plumbing, etc. required for above h. Exterior Painting and Patching Complete i. Defective Structural Elements Repaired or Replaced j. Door, Window, and Insulation (1) Repair broken windows (2) Repair or replace screens . (3) Replace deteriorated exterior doors and required hardware 10 (4) Replace broken interior doors and required hardware (5) Installation of insulation and other energy conservation measures if staff determines it is cost effective k. Garages and Carports (1) Replace garage doors and install automatic openers (2) Convert carports to garages (3) Build carports and garages 1. Stucco and Exterior Siding (1) Repair of existing stucco and siding (2) Lathe,plaster and stucco complete m. Interior Repairs Needed to Provide Safe and Sanitary Living Conditions n. Bedroom and/or Bathroom Additions (1) Bedroom addition to mitigate crowded or unsatisfactory living arrangements (2) Bathroom addition to mitigate functional obsolescence or unsatisfactory living arrangements D. Staff shall establish the work and expenditure priority of all improvements. I/ VI. GOALS - WHAT DO WE WANT TO ACHIEVE? The results we want are primarily related to the residents having a positive experience from their neighborhoods and community. We want the residents of Palm Desert to take pride in their neighborhoods and express that pride by improving and maintaining their own properties and by helping others so that everyone can live safely and securely in clean,well- kept neighborhoods. VII. OBJECTIVES -WHAT'S IN IT FOR YOU? By providing both financial and volunteer assistance to homeowners to improve their properties, the MAKE A DIFFERENCE program hopes to provide Palm Desert residents with: A. An increased quality of life-a robust and enriching quality of life is almost always tied to a richly fulfilling network of neighborhood relationships. B. A stronger sense of community-when present,it is so interwoven into one's daily 11 patterns of living that it is normally thought of as a general contentment with where one lives. The four characteristics of a sense of community are: 1. A sense of belonging to the neighborhood 2. • A sense of mattering to other neighbors 3. A shared faith that all neighbors' needs will be met 4. A commitment to be together C. A measure of success for residents through their participation in neighborhood home improvement programs D. A program to address health and safety issues E. Assistance through volunteer programs VIII. PROGRAM APPROACH The City of Palm Desert may provide financial assistance for the rehabilitation of specified property improvements in the manner provided below. The City will make payments directly to the applicant designated contractor. In certain cases,the City 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 home improvements. A. General Requirements 1. All eligible owners of property located in the territorial jurisdiction of Palm Desert may file an application for assistance. The City 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 as otherwise described herein. Approval of applications shall be based on the final action by the City staff. The priority of the work to be completed shall be determined by the City Housing and Building and Safety,and Code Enforccm1it Compliance staffs. • 12 2. Applicants may combine County and City programs. If the subject property • is eligible for more than one type of assistance,separate application must be filed with both City and County. 3. In the public interest,employees,officials,or consultants of the City of Palm Desert who exercise decision-making functions or responsibilities in connection with the administration of the Home Improvement Program shall not be eligible for assistance. Eligible City officials or employees not directly involved in the operational responsibility of the Home Improvement Program may be granted assistance in accordance with the procedures and regulations of this program. 4. Home improvement assistance will only be provided once, within a three- year period, to each authorized household or owner occupied residence pareef of . Requests for additional assistance fo1 Dames pa1.A.,1 of land, de,;g,iaLd building v1 Jwal;11g, unit may be submitted to the City only after three (3) years have elapsed as measured from the date of final "Certification of Satisfactory Completion of Work" lnepaialiuu of the Nutic of Cu111p1d;o11 for the previous Home Improvement assisted project, except for Emergency Grants. B. Participant Application Process: (City Programs) 1. Eligible individuals seeking assistance from the City of Palm Desert must submit an application(Staff will assist with completion and submittal). The application will be processed in the order received. Eligible individuals seeking assistance from the County of Riverside EDA must file separate County application to be processed by the County. 2. Applicant will be required to submit income verification and any additional pertinent documentation as required by staff In the event of an emergency situation staff may streamline verifications and documents. 3. The City's housing-reincaculativl Staff will meet with the prospective participant(s)to explain the program and impuL l ty and determine eligibility. 4. rep'c,cutativc jointly with IIuubiug Staff will visit the subject property and will prepare a"Work Write-Up"which enumerates the home improvement work inclusive of health and safety corrections to be completed through the City's Ilousing Home Improvement Program. Photographs shall be taken of the existing conditions. 5. The "Work Write-up", including Code issues, will be reviewed with the applicant. 6. The application and project will then-in.. -Fh uSi„g Advisory Connnitlw fin. a. review of tl1v"Work Write-up", including Code issues, b. rcviov of applicant f11k., c. ncommendat;on on funding lilnitb. 13 III7. Upon approval of the project by the City's Ilousing Advibvly Cviiniiittee-a Purchase older will bc picpaiV l for submittal to tL City Council for project appluval and authorization to eiiujniber funds. 8. Aftvr signing the aglcL1ne11t with t11v City, 6. Staff will assist applicant with seeking 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,t11c City staffmay authorize the applicant to proceed if adequate documentation has been supplied to indicate that there has been sufficient effort has ln.eli expended by the applicant, to obtain construction bids and that the required number of qualified contractors have not responded. In any event, the City staff must determine that the anticipated construction costs are reasonable. In the event of an emergency situation, staff may authorize the applicant to proceed with one proposal if it is reasonable. a. Contractor eligibility criteria: (1) Contractor must have a state license (2) Contract must have a City business license (3) Contractor must have public general liability insurance; personal injury insurance; and property damage insurance (4) Contractor must have Workers' Compensation insurance as • required by the State of California b. Applicant may begin the home improvement work after: (1) cetiLdwith thv City,Eligibility has been determined by staff and required documents executed by applicant. (2) A valid construction contract has been executed by the applicant(s)and the selected contractor and approved by staff (3) The required building and development permits have been obtained from the City if any required. NOTE: THE CITY OF PALM DESERT IS NOT A PARTY TO THE CONSTRUCTION CONTRACT. C. Payment Process 1. When all the work is completed,the applicant must submit the contractor's itemized invoice to the City for payment. Suff1Lh nt'uppolt docunientatiuli d material should be attached to the iuvvilAd along with any additional documentation required by staff Applicant must sign the submitted inooi.,�s "Certification of Satisfactory Completion of Work" stating that the itG1111GG1r work has been completed to his/her satisfaction. If the work is governed by a building permit,then the building inspvdv1 will bc required to supply documvntatiuii that tilt., wu1k has-been • 14 • plans the work must be finaled by the City's Building and Safety Department. 2. Upon completion of the construction work, City staff will verify: a. That all permits have been property processed; b. All program documents have been submitted and properly filed; c. All labor and/or material lien releases have been obtained; d. Post-work photographs have been taken. 3. Upon the completion of the specified work items, City staff, at its discretion, may make disbursements directly to the applicant, the contractor, or the applicant and the contractor. 4. Payment will be made after the City staff verifies that the designated work has been completed in accordance with the approved plans, notice of completion has been filed(if necessary), all conditional waivers ofmechanic liens released, and homeowner certification of Jali,fa.,livil satisfactory completion of work have has been signed. Payment will be made within 21 days in a timely manner following submission of a completed request for payment. IX. PROMOTION A. Staff is currently working with the Director of Community Affairs fur the new i.,lcas.‘, about the City's fist eget "Make A Difference" to publicize the Home Improvement Program. Staff will wuik clostly with the Dircctor to a.,lu..v.. tl�. aii .�hi�lrwill iu.,ludv d.,or hange's,posters,yard signs,mot.,.with the intent of continued growth in the number of participants. B. Some additional promotional ideas will include: ► Television spots to run public service informational items on HIP ► Radio spots to run public service informational items on HIP ► Human interest stories in the local newspaper as well as other papers such as Palm Desert Post and Que Nuevas ► Door-to-door approaches by vuluiile.,i,staff ► Fliers included in utility bills ► Community meetings in Focus Areas ► Neighborhood Watch and other organizations solicited for volunteers ► Code Enforcement given flyers and applications for HIP ► Kick-off clean-up events - each Focus Area ► Will have an event to start and celebrate their status as a"Make A Difference Neighborhood" • Contact Visitors Center, Chamber of Commerce, Library, YMCA to leave • flyers for public distribution 15 • Contact Joslyn Cove Communities Senior Center and Board of Realtors to: • Leave flyers for public distribution • Seek to make presentation at meetings • Contact churches and other charitable organization to disseminate information • Attach boxes for HIP flyers to "Make a Difference" signs posted on participant's property • Discuss with City's marketing firm suggestions for Marketing Plan • Seek approval from Desert Sands Unified School District to distribute "take home"flyers to students at Palm Desert schools • Seek approval from nursery schools to distribute flyers to client households 1 • Consideration of paid advertisement if insufficient response to above efforts X. ROLES AND RESPONSIBILITIES . A. City Staff The Palm Desert Redevelopment Agency and appropriate city staff are responsible for ensuring that the home improvement activity meets state guidelines and the City's adopted guidelines. The City Council 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. Approve a process whereby an applicant may appeal a decision that he/she feels is contrary to the intent of the program. The HIP will be implemented by PALM DESERT REDEVELOPMENT AGENCY Staff as follows: ► Housing Piograui Coonlunat.,1 Manager shall oversee and monitor all administrative and promotional activities of all program components. ► Housing Rehabilitation Construction Specialist shall implement all program components including processing application;prepare work write-up;assist applicant with bid process and selection of contractor;monitor all phases of construction and assist Code Enforcement with inspections; authorize partial payments through the course of construction. ► Housing Rehabilitation Assistant Construction Specialist shall also distribute program information; contact prospective homeowners and explain Program and eligibility criteria;assist applicant with preparation of application;verify applicant's information; and maintain program files; assist Rd1abilitatio1i Cuust.aLtzon Specialist-witIrworlmrilc-up,bid prmubb • 16 • B. Housing Commission 1. The Redevelopment City's Palm Desert Housing Advisory Committee Commission shall be comprised of the following members: a. A free seven-member committee appointed by the City Council to serve as an advisory committee on housing. 2. The responsibilities of the Housing . Commission with regard to the Home Improvement Program include the following: a. Review applications for ITome Improver' nt assistain%ttr rrmu agencies, thc applicant(s) and the contractor. The maximum funding lawl shall IA.,L.onsisteiit with thc suopc of the proposed homc improvement project. City Council. a. Act on matters relating to the Home Improvement Program that do not require City Council action. RL. 'iew agrck„ments between thc applicant and-uontractoi(s),if regticsted by the applicant. b. Review and make recommendations to the City Council relative to applicant mattcrs that arc within thc-City's jurisdiction:the Home Improvement Program. e. Review programmatic and financial status of the program and provide periodic reports to the City Council and Executive Director. f. Monitor and evaluate Home Improvement Program on a continuing basis. XI. APPEAL PROCEDURES If an applicant is denied program par iL.ipaiitb participation or is not satisfied with the assistance provided to accomplish the home improvement project, an appeal may be filed with the Housing Advisorreommittee Commission in accordance with the following procedures: A. The applicant may file a written notification within ten days of receiving written notification of application denial or within ten days of notifying staff of the problem. The applicants' notification shall identify the problem and/or requesting an appeal. B. The applicant shall be allowed to present all pertinent facts to the Housing Advisory Committee Commission that may have a bearing on the particular issue to be resolved. C. The decision of the Housing Advisory ConnnittcL, Commission shall be final unless appealed to the City Council within ten(10)days after a decision has been rendered by the Housing ATIvisorreommittec Commission. 17 Mtn ,.k�� ���« � t> (, PALM DESERT REDEVELOPMENT "MAKE A DIFFERENCE"HOME IMPROVEMENT PROGRAM(HIP) The intent of this document is to describe all components of the Home Improvement Program(HIP) I. PURPOSE -WHY DO WE HAVE THIS PROGRAM? A. To specifically identify and address the housing needs of our community pursuant to California Redevelopment Law(Health and Safety Code Section 33000, et seq.) and policy 5.2 of the Redevelopment City's Housing Compliance Program for very low and low income families within our community. B. To improve and stabilize the quality of life for neighborhoods and residents. C. To instill a sense of community among the residents. II. FUNDING SOURCES -WHERE DOES THE MONEY COME FROM? A. county of Riverside County-wide Community Development Block Grant(CDBG); B. 20%Tax Increment Housing Set-aside Funds; C. Housing Mitigation Funds. III. ELEMENTS-WHAT IS THE PROGRAM? A. The MAKE A DIFFERENCE program is a home improvement program designed for • Palm Desert residents based on the needs of individual homes and neighborhoods. B. The MAKE A DIFFERENCE program consists of the following components 1. COMPONENT NO.1-EMERGENCY GRANT COMPONENT(EGC) a. Covers emergency occurrences, as determined by staff, up to maximum grant amount of$3,000.00. b. For very low and low income households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Application and supporting documentation must be submitted. Staff at their discretion,may streamline verifications and proceed with only one construction proposal. d. Available citywide. 2. COMPONENT NO. 2 -REHABILITATION GRANT COMPONENT (RCG) a. Maximum grant amount of$12,500. b. For very low income households whose income does not exceed 50% . of the County of Riverside Median Income as established by the Department of Housing and Urban Development(HUD).(See Chart) c. Covenant and lien recorded that proportionally forgives lien over ten years. (For example, with a grant of$5,000 then $500 is forgiven annually) No repayment is required unless property is sold or transferred to a household that exceeds 80% of the median income. Sd. Available citywide. e. All health and safety and code violations (if any)must be addressed first. f. Available once per household in a three-year period. 3. COMPONENT NO.NO.3-MATCHING FUND COMPONENT(MFC) a. Matches expenditures of an eligible household up to a maximum grant of$2,500. b. For very low, low, and median income households whose income does not exceed 100%of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). The City will match funds dollar for dollar with the homeowner (For example, the homeowner has a City approved project done that costs $3,000.00. The homeowner pays $1,500.00 and the City will pay$1,500.00). c. Covenant and Lien recorded that proportionally forgives lien over three years. No repayment is required unless property is sold or transferred to a household that exceeds 100% of median income. d. Available citywide. e. All health and safety and code violations(if any)must be addressed first. f. Available once per household in a three-year period. 4. COMPONENT NO.4-REHABILITATION LOAN COMPONENT (RLC) COMPONENT NO 4A - REHABILITATION LOAN FOR LOW INCOME HOUSEHOLDS a. Maximum loan amount of$20,000. b. For very low and low income households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Deed of Trust with ten (10) year occupancy restriction recorded securing note at 3%* simple interest rate fully amortized over(a)ten (10)years if less than$10,000;or(b)fifteen(15)years if$10,000 or more. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 80% of the median income. d. Available citywide. e. All health and safety and Code violations(if any)must be addressed first. • 2 f. Available once per household in a three-year period • * For very low income households(0-50%of median)interest will be set at 0%or,if staff determines that a disproportionate financial hardship will occur for low income households(51- 80%of median), interest can be set at 0%. COMPONENT NO. 4B - REHABILITATION LOAN FOR MEDIAN INCOME HOUSEHOLDS a. Maximum loan amount of$20,000. b. For median income households whose income is between 81-100% of the County of Riverside Median income as established by the Department of Housing and Urban Development(HUD).(See Chart) c. 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. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 100%of the median income. d. Available citywide. e. All health and safety and code violations(if any)must be addressed • f. first. Available once per household in a three year period. * If staff determines that a disproportionate financial hardship will occur, interest can be set at 3%. COMPONENT NO. 4C - DEFERRED LOAN WITH 30 YEAR AFFORDABILITY COVENANT a. Maximum loan amount of$25,000. b. For very low and low income households whose income does not exceed 80%of the County ofRiverside Median income as established by the Department of Housing and Urban Development(HUD).(See Chart) c. Deed of Trust recorded securing note at 3%simple interest requiring no payments. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 80% of the median income. Deferred loan forgiven after 30 years if property remains in compliance("Silent Second"). d. Recordation of 30 Year 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. • e. Available citywide. f. All health and safety and code violations(if any)must be addressed first. 3 g. Available once per household or residence while loan is outstanding. 5. COMPONENT NO. 5 - COUNTY OF RIVERSIDE ECONOMIC DEVELOPMENT AGENCY LOAN PROGRAM - HOME IMPROVEMENT PROGRAM(COUNTY FUNDS) a. The County of Riverside EDA administers a county-wide Home Improvement Loan Program available to Palm Desert residents. Funding is provided from Community Development Block Grant Funds. b. Loan amount up to $30,000.00. c. 2% simple interest rate. d. For owner-occupied single family households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart). e. 30 year term. 6. COMPONENT NO. 6 - MAKE A DIFFERENCE VOLUNTEER COMPONENT • The Make a Difference Volunteer Component is very important. This component is designed to elicit the involvement of volunteers to assist with special neighborhood clean-up events within Focus Areas. In addition,staff will solicit donations of material to defray the cost of improvements. HOW WILL IT WORK: Housing Staff and Code Enforcement will identify properties in the Focus Area in need of repairs and clean-up and whose owner is willing to participate in a special event clean-up program. Staff will prepare a clean- up/repair work program. An event date will be selected and solicitation of both volunteers and donations will begin. With the help of community organizations and Code Enforcement, the Volunteer Program will be echoing the purpose, goals and objectives of the Make a Difference Home Improvement Program. 7. COMPONENT NO.7-ACQUISITION/REHABILITATION/RESALE COMPONENT (ARRC) ($500,000 PROGRAM BUDGET) a. For very low and low income households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) b. First-time Home Buyer Program. c. Anticipated cost per home $75,000-$85,000. 4 d. Anticipated rehabilitation cost $10,000/home. e. Second TD will be made available as required from 20% Housing Set-aside Funds. PROPERTY ACQUISITION PROCEDURES 1. Staff,working through local realtors,will identify homes that are for sale both inside and outside the Focus Areas. (It is Staffs intent to purchase selected properties at the lowest possible purchase price to provide affordable housing to lower income families.) 2. Make offers through local broker. 3. Enter purchase escrow. 4. Staff will accomplish due diligence and define renovation costs via the preparation of a Scope of Work analysis to include costs of rehabilitation. 5. Staff will prepare work write-up. 6. Identify and contract with local general contractor for rehabilitation and commence work. 7. Staff will monitor and inspect project throughout rehab phase. 8. Staff will identify and work with conventional lending institutions to qualify and finance prospective buyers and establish a waiting list of qualified very low and low income families. 9. Enter sales escrow and work with a local broker for the sale of properties. 10. The Agency will provide, as necessary, a silent second TD mortgage to reduce the mortgage amount and make a grant to cover closing costs. IV. PRIORITIES -WHAT ARE THE GUIDELINES? A. The MAKE A DIFFERENCE program shall be for owner-occupied single-family residential properties including planned unit developments. B. Home Improvement assistance shall be made available to eligible properties within the territorial jurisdiction. The City may, from time to time, designate certain neighborhoods as priority focus areas. C. The MAKE A DIFFERENCE program guidelines shall provide a basis for reviewing, analyzing and prioritizing certain rehabilitation projects. Emphasis will be placed on achieving improvements that will address health and safety issues,eliminate blight conditions and make a positive dramatic impact upon the appearance and economic viability of the neighborhood. D. The City of Palm Desert will not pay for improvements that have been completed or started prior to the date of the release of the"Authorization to Proceed". The City reserves the right to establish the type,nature and scope of improvements that it will finance. V. ELIGIBILITY-WHO AND WHAT QUALIFIES? • A. The program is available for owner-occupants of single family residential units that demonstrate that the household income does not exceed the very low,low,or median income percentage standards of the current County of Riverside Median Income(See Chart) as appropriate for whichever program component is used. 5 B. Home in need of repair must be owner occupied and applicants sole and primary residence. C. Authorized improvements that improve the appearance of the dwelling and property from the public right-of-way and interior repairs needed to provide safe and sanitary living conditions which include but are not limited to the following: a. Any items to correct Health and Safety and Code violations have first priority. b. Landscaping (1) Removal of rock, vegetation,walls, etc. (2) Trimming of vegetation (3) Repair and installation of sprinkler systems (4) Installation of landscaping including grass, shrubs, trees,rocks, etc. c. Walls and Fences (1) Repair of existing walls and fences (2) Installation of new concrete block walls, wooden fences, and "ornamental iron" fences (No chainlink fencing) d. Walks and Driveways (1) Repair of existing asphalt and concrete walks and driveways (2) Installation of public right-of-way concrete sidewalks • (3) Installation of on-site concrete walks, driveways etc. including removal of existing asphalt driveways e. Sewer and Septic (1) Repair of existing septic and sewer lines (2) Installation of new on-site sewer lines and sewer lateral lines including "sanitation capacity charge" and other fees required by Coachella Valley Water District(CVWD) f. Roofs (1) Repair of leaks if balance of roof acceptable (2) Elastomeric coating of applicable roofs (3) Rigid insulation to roofs without attics (4) Replacement of defective sheathing (5) Build up flat roofs to provide drainage (6) Replacement of roofs complete g. Heating, Cooling, and Fixtures (1) Repair or replacement of wall furnaces (2) Repair or replacement of furnaces, air conditioners, and forced air units (3) Repair,replacement, or addition of evaporative coolers (4) Repair or replacement of water heaters (5) Repair or replacement (if functionally obsolete) built-in stoves and ovens (6) Electrical, gas,plumbing, etc. required for above 6 • h. Exterior Painting and Patching Complete i. Defective Structural Elements Repaired or Replaced j. Door, Window, and Insulation (1) Repair broken windows (2) Repair or replace screens (3) Replace deteriorated exterior doors and required hardware (4) Replace broken interior doors and required hardware (5) Installation of insulation and other energy conservation measures if staff determines it is cost effective k. Garages and Carports (1) Replace garage doors and install automatic openers (2) Convert carports to garages (3) Build carports and garages 1. Stucco and Exterior Siding (1) Repair of existing stucco and siding (2) Lathe,plaster and stucco complete m. Interior Repairs Needed to Provide Safe and Sanitary Living Conditions • n. Bedroom and/or Bathroom Additions (1) Bedroom addition to mitigate crowded or unsatisfactory living arrangements (2) Bathroom addition to mitigate functional obsolescence or unsatisfactory living arrangements D. Staff shall establish the work and expenditure priority of all improvements. VI. GOALS -WHAT DO WE WANT TO ACHIEVE? The results we want are primarily related to the residents having a positive experience from their neighborhoods and community. We want the residents of Palm Desert to take pride in their neighborhoods and express that pride by improving and maintaining their own properties and by helping others so that everyone can live safely and securely in clean,well- kept neighborhoods. VII. OBJECTIVES -WHAT'S IN IT FOR YOU? By providing both financial and volunteer assistance to homeowners to improve their 4111 properties, the MAKE A DIFFERENCE program hopes to provide Palm Desert residents with: A. An increased quality of life-a robust and enriching quality of life is almost always tied to a richly fulfilling network of neighborhood relationships. 7 • B. A stronger sense of community-when present,it is so interwoven into one's daily patterns of living that it is normally thought of as a general contentment with where one lives. The four characteristics of a sense of community are: 1. A sense of belonging to the neighborhood 2. A sense of mattering to other neighbors 3. A shared faith that all neighbors' needs will be met 4. A commitment to be together C. A measure of success for residents through their participation in neighborhood home improvement programs D. A program to address health and safety issues E. Assistance through volunteer programs VIII. PROGRAM APPROACH The City of Palm Desert may provide financial assistance for the rehabilitation of specified property improvements in the manner provided below. The City will make payments directly to the designated contractor. In certain cases, the City 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 home improvements. • A. General Requirements 1. All eligible owners of property located in the territorial jurisdiction of Palm Desert may file an application for assistance. The City 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 as otherwise se described herein. Approval of applications shall be based on the final action by staff. The priority of the work to be completed shall be determined by the City Housing, Building and Safety, and Code Compliance staffs. 2. Applicants may combine County and City programs. If the subject property is eligible for more than one type of assistance,separate application must be filed with both City and County. 3. In the public interest,employees,officials,or consultants of the City of Palm Desert who exercise decision-making functions or responsibilities in connection with the administration of the Home Improvement Program shall not be eligible for assistance. Eligible City officials or employees not directly involved in the operational responsibility of the Home Improvement Program may be granted assistance in accordance with the procedures and regulations of this program. 4. Home improvement assistance will only be provided once, within a three- year period, to each authorized household or owner occupied residence. Requests for additional assistance may be submitted to the City only after • three(3)years have elapsed as measured from the date of final"Certification of Satisfactory Completion of Work" for the previous Home Improvement assisted project, except for Emergency Grants. 8 • B. Participant Application Process: (City Programs) 1. Eligible individuals seeking assistance from the City of Palm Desert must submit an application(Staff will assist with completion and submittal). The application will be processed in the order received. Eligible individuals seeking assistance from the County of Riverside EDA must file separate County application to be processed by the County. 2. Applicant will be required to submit income verification and any additional pertinent documentation as required by staff. In the event of an emergency situation staff may streamline verifications and documents. 3. Staff will meet with the prospective participant(s) to explain the program and determine eligibility. 4. Staff will visit the subject property and will prepare a "Work Write-Up" which enumerates the home improvement work inclusive of health and safety corrections to be completed through the City's Home Improvement Program. Photographs shall be taken of the existing conditions. 5. The "Work Write-up", including Code issues, will be reviewed with the applicant. 6. Staff will assist applicant with seeking 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, staff may authorize the applicant to proceed if adequate documentation has been supplied to indicate that there has been • sufficient effort expended to obtain construction bids and that the required number of qualified contractors have not responded. In any event,staff must determine that the anticipated construction costs are reasonable. In the event of an emergency situation, staff may authorize the applicant to proceed with one proposal if it is reasonable. a. Contractor eligibility criteria: (1) Contractor must have a state license (2) Contract must have a City business license (3) Contractor must have general liability insurance; personal injury insurance; and property damage insurance (4) Contractor must have Workers' Compensation insurance as required by the State of California b. Applicant may begin the home improvement work after: (1) Eligibility has been determined by staff and required documents executed by applicant. (2) A valid construction contract has been executed by the applicant(s)and the selected contractor and approved by staff (3) The required building and development permits have been obtained from the City if any required. • 9 • NOTE: THE CITY OF PALM DESERT IS NOT A PARTY TO THE CONSTRUCTION CONTRACT. C. Payment Process 1. When all the work is completed,the applicant must submit the contractor's itemized invoice to the City for payment along with any additional documentation required by staff. Applicant must sign the "Certification of Satisfactory Completion of Work"stating that the work has been completed to his/her satisfaction. If the work is governed by a building permit,then the work must be finaled by the City's Building and Safety Department. 2. Upon completion of the construction work, City staff will verify: a. That all permits have been property processed; b. All program documents have been submitted and properly filed; c. All labor and/or material lien releases have been obtained; d. Post-work photographs have been taken. 3. Upon the completion of the specified work items, City staff, at its discretion, may make disbursements directly to the applicant, the contractor, or the applicant and the contractor. 4. Payment will be made after the City staff verifies that the designated work has been completed in accordance with the approved plans, notice of completion has been filed(if necessary), all conditional waivers of mechanic liens released, and homeowner certification of satisfactory completion of • work has been signed. Payment will be made in a timely manner following submission of a completed request for payment. IX. PROMOTION A. Staff is currently working with the Director of Community Affairs to publicize the Home Improvement Program with the intent of continued growth in the number of participants. B. Some additional promotional ideas will include: ► Television spots to run public service informational items on HIP ► Radio spots to run public service informational items on HIP ► Human interest stories in the local newspaper as well as other papers such as Palm Desert Post and Que Nuevas ► Door-to-door approaches by staff ► Fliers included in utility bills ► Community meetings in Focus Areas ► Neighborhood Watch and other organizations solicited for volunteers ► Code Enforcement given flyers and applications for HIP ► Kick-off clean-up events - each Focus Area ► Will have an event to start and celebrate their status as a"Make A Difference • Neighborhood" ► Contact Visitors Center, Chamber of Commerce, Library, YMCA to leave flyers for public distribution 10 S ► Contact Joslyn Cove Communities Senior Center and Board of Realtors to: ► Leave flyers for public distribution ► Seek to make presentation at meetings ► Contact churches and other charitable organization to disseminate information ► Attach boxes for HIP flyers to "Make a Difference" signs posted on participant's property ► Discuss with City's marketing firm suggestions for Marketing Plan ► Seek approval from Desert Sands Unified School District to distribute"take home" flyers to students at Palm Desert schools ► Seek approval from nursery schools to distribute flyers to client households ► Consideration of paid advertisement if insufficient response to above efforts X. ROLES AND RESPONSIBILITIES A. City Staff The Palm Desert Redevelopment Agency and appropriate city staff are responsible for ensuring that the home improvement activity meets state guidelines and the City's adopted guidelines. The City Council 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. Approve a process whereby an applicant may appeal a decision that he/she feels is contrary to the intent of the program. The HIP will be implemented by PALM DESERT REDEVELOPMENT AGENCY Staffas follows: ► Housing Manager shall oversee and monitor all administrative and promotional activities of all program components. ► Housing Rehabilitation Construction Specialist shall implement all program components including processing application;prepare work write-up;assist applicant with bid process and selection of contractor;monitor all phases of construction and assist Code Enforcement with inspections; authorize partial payments through the course of construction. Housing Rehabilitation Construction Specialist shall also distribute program information; contact prospective homeowners and explain Program and eligibility criteria; assist applicant with preparation of application; verify applicant's information; and maintain program files. B. Housing Commission • 1. The Palm Desert Housing Commission shall be comprised of the following members: a. A seven-member committee appointed by the City Council to serve as an advisory committee on housing. 11 2. The responsibilities of the Housing Commission with regard to the Home Improvement Program include the following: a. Act on matters relating to the Home Improvement Program that do not require City Council action. b. Review and make recommendations to the City Council relative to the Home Improvement Program. e. Review programmatic and financial status of the program and provide periodic reports to the City Council and Executive Director. f. Monitor and evaluate Home Improvement Program on a continuing basis. XI. APPEAL PROCEDURES If an applicant is deniedprogram participation or is not satisfied with the assistance provided to accomplish the home improvement project, an appeal may be filed with the Housing Commission in accordance with the following procedures: A. The applicant may file a written notification within ten days of receiving written notification of application denial or within ten days of notifying staff of the problem. The applicants' notification shall identify the problem and/or request an appeal. B. The applicant shall be allowed to present all pertinent facts to the Commission that • may have a bearing on the particular issue to be resolved. C. The decision of the Housing Commission shall be final unless appealed to the City Council within ten (10) days after a decision has been rendered by the Housing Commission. • 12 PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: APRIL 21, 2000 TO: 40 ACRE SUBCOMMITTEE FROM: TERESA L. LAROCCA, HOUSING MANAGE After receiving input and comment on the development of the 40 acre site, the following potential site plans were suggested: Plan 1 Original site plan developed by David Smith. Plan 2 Development of the 144 multi-family units on the westerly most 20 acre site with single-story units abutting the mobile home park and two-story units in the interior of the project. Single-family, possibly self-help along the southern portion of the westerly 20 acre site. Light industrial along the easterly 20 acres. Plan 3 Multi-family located in the interior corridor of the 40 acres with single-family surrounding to the north, south, east and west. Plan 4 Multi-family spread out along the northern perimeter of the 40 acre site and the eastern perimeter of the 40 acre site with single-family on the balance of the 40 acre site adjacent to the mobile home park and the single-family to the south. Further details and descriptions will be provided at the April 25, 10 a.m. meeting. See you there. mh cc: Carlos L. Ortega Manny Sanchez L G.\RDA\Maria Hunt\WPDATA\LAROCCA\40ACRE\subcom.iom.wpd HOME IMPROVEMENT PROGRAM PROJECTS Since June 30, 1999 Prepared by Bryce Lynn White April 30, 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 New 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 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 2 ADDRESS SCOPE OF WORK STATUS 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 Build decorative block and Soliciting proposals wrought iron wall 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 Complete 4-10-00 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 Replace garage door Soliciting Proposals Concrete driveway Soliciting Proposals 44-600 Santa Margarita Avenue Paint house Soliciting Proposals Replace garage door Complete 5-2-00 Replace water heater Complete 4-24-00 Wooden Fence Soliciting Proposals Now Low maintenance landscaping Soliciting Proposals 3 77-350 Missouri Drive Bedroom addition Processing application Replace fence 43-845 Marigold Drive Replace FAU Furnace and Air Processing application ``'`' Conditioner Replace patio roof Replace wooden fence • vrr 4 HOME IMPROVEMENT PROGRAM Totals to Date Completed: 26 Grants 2 Matching Fund Grants 14 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: 54 MAKE A DIFFERENCE DAYS: 44 TOTAL IN PROGRAMS: 98 G:\RDA\Diana Leal\WPDOCS\TL\H-I-P\WHITE\PROJSTA2.apr.wpd 5 R(J LANDSCAPE ARCHITECTS & SITE PLANNING ONE QUAIL PLACE INITIAL FINDINGS SUMMARY Upon completion of our initial site review, the following are our findings: Planting Overplanting and maturation of trees has resulted in significant damage to hardscape, waterfeatures and buildings. The dense shade the trees create severely limits the growth potential of turf and shrubs. We recommend thus the removal of 405 trees. We found that several species, primarily pines, are exhibiting serious decline, and while they may not be causing damage to the property, they are still in need of replacement. The removal of these trees will significantly increase ground level light and will make it possible to maintain viable plantings of shrubs and turf. We are proposing that planting be reconfigured to include the introduction of turf areas in lieu of shrub beds, where appropriate, and replacement of aging shrubs adjacent to buildings with new water efficient plantings. In planter areas too narrow for both shrubs and turf, we suggest the addition of small shrubs, accent plants and cobble. All remaining shrub beds will be covered with a combination of decomposed granite fines and gravel. II. Waterfeatures As directed by the City Staff, our initial review includes projected costs to reconstruct the waterfeatures. Presently, the waterfeatures necessitate excessive maintenance, due to falling leaves (which will be lessened with tree removal), but also due to poor initial design and construction. We found areas of severe erosion around basins, resulting in exposed liners; missing, damaged or improperly constructed shoreline, causing flooding and water loss; and electrical components which are not per code. Additionally, we are concerned that existing sludge buildup on the bottom of the waterfeatures may have a high level of copper sulfate, and might necessitate a hazardous material disposal approach. 4110 Page 1 of 2 74020 Alessandro, Suite E • Palm Desert. CA 92260 • 760 • 568 • 3624 • FAX • 760 • 773 • 5615 964 Fifth Avenue. Suite 509 • San Diego. CA 92101 • 619 • 699 • 5906 • FAX • 619 • 699 • 5913 CA Jrl. #'532•AZ Sic #13754•NV Lac #94 . The waterfeatures can be reconstructed, but at a significant cost. As an alternate, we propose retaining the entry waterfalls adjacent to the guest parking, but replacing some or all of the remaining features with dry streambeds. Further discussion of the waterfeatures with City Staff will be necessary to determine which waterfeatures might be considered for repair or replacement with a dry creek approach. Replacement of some waterfeatures with dry stream will necessitate reconstruction of the remaining waterfeatures at an as yet undetermined cost. III. Lighting Our primary concern is for the safety of the residents. Our initial cost estimate includes costs for fixture replacement only. We would recommend further study with City Staff to determine if additional fixture locations would be beneficial for improved safety. IV. Irrigation Existing spray irrigation is inadequate to service the needs of new plantings, and it has also contributed to some of the erosion problems we noted. We are recommending installation of a new drip irrigation system for all shrub beds, and replacement and/or new installation for all turf areas. All new systems will conform to current water district standards. Page 2 of 2 I 0 • • ONE QUAIL PLACE DESCRIPTION OF PRESENTATION BOARDS T-1 Tree Removal Plan T-2 Tree Removal Plan T-3 Tree Removal Plan T-4 Tree Removal Plan T-5 Existing Planting Condition Photos L-1 Existing Lake and Streams L-2 Existing Lake and Streams L-3 Existing Lake and Streams L-4 Existing Lake and Streams L-5 Existing Lake and Stream Condition Photos L-6 Existing Lake and Stream Condition Photos PP-1 Proposed New Plantings PP-2 Proposed New Plantings PP-3 Proposed New Plantings J •1 3 1 3 PRELIMINARY ESTIMATE OF PROBABLE LANDSCAPE CONSTRUCTION COST PROJECT NAME: ONE QUAIL PLACE PROJECT NUMBER: 0008 PREPARED BY: ROB PARKER DATE: APRIL 25, 2000 DESCRIPTION QTY UNIT UNIT PRICE TOTAL Demolition of Existing Landscape: Includes Removal of 405 Trees, Shrubs and Irrigation Lump Sum $ 130,000 Irrigation: Lump Sum $ 150,000 Landscape: Soil Prep & Fine Grading Lump Sum 25,000 5 Gallon Shrubs 4,200 ea 20.00 84,000 Lawn Sod 62,000 sq.ft. 0.55 34,100 Groundcover- 1 Gallon 750 ea 10.00 7,500 Trex Headerboard 9,400 I.f. 3.50 32,900 elders 600 ea 110.00 66,000 Gold Fines 1,400 ton 55.00 77,000 PS Gold Gravel 700 c.y. 120.00 84,000 Arizona Sun Pebbles 450 ton 120.00 54,000 Landscape Subtotal: 464,500 Lighting: Fixture Replacement Only Lump Sum 20,000_ Lake Electrical Repair (if streams are retained) Lump Sum 150,000 Lighting Subtotal: 170,000 Hardscape: Concrete - Broom Finish Sidewalk Replacement 500 sq.ft. 3.00 1,500 Water Feature Reconstruction * Lump Sum 324,230 Hardscape Subtotal: 325,730 Subtotal: 1,240,230 10% Contingency 124,023 Total: $1,364,253 Alternate: Create dry creek bed in lieu of waterfeature reconstruction Lump Sum 50,000 * Does not include debris disposal (see attached bid). Copper sulfate contaminated sludge requires toxic waste disposal. If a portion of waterfeatures are to remain, some reconstruction and electrical modifications will be necessary rs` 9n as yet undetermined cost. fvOTE: This estimate of probable cost represents the industry's prevailing unit prices. This Estimate is not a bid and shall not be used in lieu of a bid. Actual construction bids may vary, depending upon market conditions and the current costs of labor, materials and equipment at the time of bidding. 04/25/00 1 of 1 CE 0 0 0 FROM : MARGARET BERLINER FAX NO. : 7603450745 May. 02 2000 05:38PM P1 4111, TO: Teresa La Rocca FROM: Margaret Berliner RE:Sales Status 5/2/00 Desert Rose: Lot# 5 Owner:PDRA Status: Available Price: $91,500 Lot#44 Owner: Atchley Status: Available Price: $96,000 2°`'TD: $15,000 Lot#67 Owner: Aubin aPP Status: Available Price: $93,000 2nd TD: $10,688 Lot#77 Owner:Lanterman Buyer: Baker Status: in escrow/paperwork to PDRA by 5/5/00/ closing May 31. Price: $97,500 2ndTD 19,422 Lot # 108 Owner: Glenn/Wisner Status: Available (just listed) Price: $96,000 2nd TD: $16,169 Lot# 147 Owner:Rose Status: in escrow/paperwork to PDRA by 5/5/00/closing May 15 Price: $ 93,000 2nn ID: $14,000 Rebecca Street: 42-740 Buyer : Caceras and 42-662 Buyer: Perez Contracts just written 5/2/00 and will be submitted by 5/5 with paperwork Full price of$115,000 on each with 2n`' TDs of$22,000 for both. or 111) PALM DESERT REDEVELOPMENT AGENCY MEMORANDUM DATE: MAY 4, 2000 TO: HOUSING COMMISSION MEMBERS FROM: DIANA LEAL, SENIOR OFFICE ASSISTANT I(/ SUBJECT: HOUSING COMMISSION AGENDA Attached are: 1. Addendum for the Housing Commission Meeting scheduled for May 10, 2000. 2. Home Improvement Program-Proposed Expansion corrected sheets. Please replace the attached corrected sheets (pages 1, 2 and 3) and discard previously mailed sheets. Thank you for your cooperation in this matter. • cc: Jim Foley,RPM Company Terry Parker,RPM Company Janet Moore,Finance Department Housing Staff • AGENDA ADDENDUM HOUSING COMMISSION May 10, 2000, 3:30 P.M. North Wing Conference Room ****************************************************************************** V. NEW BUSINESS C. RPM Fiscal Year 2000-2001 Budget Correction Rec: By Minute Motion: Forward to the Housing Authority recommendation to approve the RPM Fiscal Year 2000-2001 Budget Correction Action: POSTED: Thursday, May 4, 2000, at 3:15 p.m. / i�- L '.e,ior Office Assistant U O EC N o N N 11 d m _�— f.._.- .. i �' c d E dl n = IH:I Lo coNI VO COO O O fin CD �_ O r ON L.I tI> d'ccs r pp r CO CO L.0 . Mco EFT E9 69 69 N(f3 69 69 En- . O N U • (1) ..I d Q� 13 _ O O N OD CO CO O O R O CO0 C r CO CO O O NLfi f� OO O CO I� CD I� COr r O .f� N CO CV M CO ..- COCn CO CO N N N Co CO 69 69 E9 Efl 69 69 69 Ntf� E9 6g C T b9 69 69 0 a) CO Q41,6 Q 0 U •. - a) o C o COQ CO 0 LL 0 psi CD I UI .ri _ 0 c.) m Q Ii lc i ccQ d H N it = J dO Q K W to W ;�p O >.= a a`)c0i c.) z o� In m c I 1 i as E t m n •) m f CO co�_to CO CONLO N M CO p M O Co CD 00CD <9 tn. 69. O O O N It) N -o 4-0 m CO� CNI M N t7) CO O O � ti M N CO a- O O) CO OO M CD O CV C!�O e— In O CO LC) N ' CO w 0 G CO ,r_ CO M M r- N O cri N M N dN9 69 EA d4 G9 6�9 6M9 d4 b09 L a) Q e 1vorO C C.) - 1 .6 - 3 r73 a m F m , o 1 0 to U C. 0 c) U R Q C V y t d > O C a)d E p owC C 10 = C f�A N I NLLI d Vc 75 0CL d ' Ltd •. = d a)O •. L a. >+ -.a > C — O. C C. .+ to 0 i- O 1- CO O a C.) > Ce ti c� z CC PALM DESERT REDEVELOPMENT • "MAKE A DIFFERENCE"HOME IMPROVEMENT PROGRAM (HIP) The intent of this document is to describe all components of the Home Improvement Program(HIP) I. PURPOSE -WHY DO WE HAVE THIS PROGRAM? A. To specifically identify and address the housing needs of our community pursuant to California Redevelopment Law(Health and Safety Code Section 33000, et seq.) and policy 5.2 of the Redevelopment City's Housing Compliance Program for very low and low income families within our community. B. To improve and stabilize the quality of life for neighborhoods and residents. C. To instill a sense of community among the residents. II. FUNDING SOURCES-WHERE DOES THE MONEY COME FROM? A. County of Riverside County-wide Community Development Block Grant(CDBG); B. 20%Tax Increment Housing Set-aside Funds; C. Housing Mitigation Funds. III. ELEMENTS -WHAT IS THE PROGRAM? A. The MAKE A DIFFERENCE program is a home improvement program designed for • Palm Desert residents based on the needs of individual homes and neighborhoods. B. The MAKE A DIFFERENCE program consists of the following components 1. COMPONENT NO.1-EMERGENCY GRANT COMPONENT(EGC) a. Covers emergency occurrences, as determined by staff, up to maximum grant amount of$3,000.00. b. For very low and low income households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Application and supporting documentation must be submitted. Staff at their discretion,may streamline verifications and proceed with only one construction proposal. d. Available citywide. 2. COMPONENT NO. 2 -REHABILITATION GRANT COMPONENT (RCG) a. Maximum grant amount of$12,500. b. For very low income households whose income does not exceed 50% • of the County of Riverside Median Income as established by the Department of Housing and Urban Development(HUD).(See Chart) c. Covenant and Lien recorded that proportionally forgives lien over ten years. (For example, with a grant of$5,000 then $500 is forgiven annually) No repayment is required unless property is sold or transferred to a household that exceeds 80%of the median income. • d. Available citywide. e. All health and safety and code violations(if any)must be addressed first. f. Available once per household in a three-year period. 3. COMPONENT NO.NO.3-MATCHING FUND COMPONENT(MFC) a. Matches expenditures of an eligible household up to a maximum grant of$2,500. b. For very low, low, and median income households whose income does not exceed 100%of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) The City will match funds dollar for dollar with the homeowner(For example, the homeowner has a City approved project done that costs $3,000.00. The homeowner pays $1,500.00 and the City will pay1 500.00$ , .) c. Covenant and Lien recorded that proportionally forgives lien over three years. No repayment is required unless property is sold or transferred to a household that exceeds 100%of median income. d. Available citywide. e. All health and safety and code violations (if any)must be addressed first. • f. Available once per household in a three-year period. 4. COMPONENT NO. 4 - REHABILITATION LOAN COMPONENT (RLC) COMPONENT NO 4A - REHABILITATION LOAN FOR LOW INCOME HOUSEHOLDS a. Maximum loan amount of$20,000. b. For very low and low income households whose income does not exceed 80% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Deed of Trust with ten (10) year occupancy restriction recorded securing note at 3%* simple interest rate fully amortized over(a)ten (10)years if less than$10,000; or(b)fifteen(15)years if$10,000 or more. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 80%.of the median income. d. Available citywide. e. All health and safety and Code violations(if any)must be addressed first. • 2 Sf. Available once per household in a three-year period * For very low income households(0-50%of median) interest will be set at 0%or,if staff determines that a disproportionate financial hardship will occur for low income households(51- 80%of median), interest can be set at 0%. COMPONENT NO. 4B - REHABILITATION LOAN FOR MEDIAN INCOME HOUSEHOLDS a. Maximum loan amount of$20,000. b. For median income households whose income is between 81-100% of the County of Riverside Median income as established by the Department of Housing and Urban Development(HUD).(See Chart) c. 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. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 100%of the median income. d. Available citywide. e. All health and safety and code violations(if any)must be addressed S first. f. Available once per household in a three year period. * If staff determines that a disproportionate financial hardship will occur, interest can be set at 3%. COMPONENT NO. 4C - DEFERRED LOAN WITH 30 YEAR AFFORDABILITY COVENANT a. Maximum loan amount of$25,000. b. For very low, low, and median income households whose income does not exceed 100%of the County of Riverside Median income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Deed of Trust recorded securing note at 3%simple interest requiring no payments. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 100%of the median income. Deferred loan forgiven after 30 years if property remains in compliance("Silent Second"). d. Recordation of 30 Year 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. • e. Available citywide. f. All health and safety and code violations(if any)must be addressed first. 3 INCOME ELIGIBILITY LIMITS FOR VARIOUS CATEGORIES OF AFFORDABLE HOUSING IN RIVERSIDE COUNTY NOTE 1: This chart is based on HUD income figures operative as of March, 2000. iv NOTE 2: HUD income eligibilty limits are slightly different because of rounding in their calculations. INCOME %OF INCOME ELIGIBILITY LIMITS BASED ON THE FOLLOWING NUMBER OF PERSONS IN THE FAMILY HOUSEHOLD CATEGORY MEDIAN 1 2 3 4 5 6 7 8 Very low 25% $8,300 $9,475 $10,663 $11,850 $12,800 $13,750 $14,700 $15,638 Very low 30% $9,960 $11,370 $12,795 $14,220 $15,360 $16,500 $17,640 $18,765 Very low 35% $11,620 $13,265 $14,927 $16,590 $17,920 $19,250 $20,580 $21,893 Very low 40% $13,280 $15,160 $17,060 $18,960 $20,480 $22,000 $23,520 $25,020 Very low 45% $14,940 $17,055 $19,192 $21,330 $23,040 $24,750 $26,460 $28.147 Very low: HUD 50% $16.600 $18,950 $21,325 $23,700 $25.600 $27,500 $29.400 $31.275 Lower 55% $18,260 $20,845 $23,457 $26,070 $28,160 $30,250 $32.340 $34,402 Lower 60% $19,920 $22,740 $25,590 $28,440 $30,720 $33,000 $35,280 $37,530 Lower 65% $21,580 $24,635 $27,723 $30,810 $33.280 $35,750 $38,220 $40,658 Lower 70% $23,240 $26,530 $29,855 $33,180 $35.840 $38,500 $41,160 $43,785 Lower 75% $24,900 $28,425 $31,988 $35,550 $38,400 $41,250 $44,100 $46.913 Lower: HUD 80% $26,560 $30,320 $34,120 $37,920 $40,960 $44,000 $47,040 $50,040 Medium 85% $28,220 $32,215 $36,253 $40,290 $43,520 $46,750 $49,980 $53,168 Medium 90% $29,880 $34,110 $38,385 $42,660 $46,080 $49,500 $52,920 $56,295 Medium 95% $31,540 $36,005 $40,518 $45,030 $48,640 $52.250 $55.860 $59.423 Median: HUD 100% $33,200 $37,900 $42,650 $47,400 $51,200 $55,000 $58,800 $62,550 Moderate 105% $34,860 $39,795 $44,783 $49,770 $53,760 $57,750 $61,740 $65,678 Moderate 110% $36,520 $41,690 $46,915 $52,140 $56,320 $60,500 $64,680 $68,805 Moderate 115% $38,180 $43,585 $49,048 $54,510 $58,880 $63,250 $67,620 $71.933 'erate: HUD .r 120% $39,840 $45,480 $51,180 $56,880 $61,440 $66.000 $70.560 $75.060 INCOME ELIGIBILITY LIMITS FOR A FAMILY OF FOUR IN RIVERSIDE COUNTY $70.000 - - ---- $70.000 $60.000 $60.000 co co 2 $50.000 Median income me =$47,400 ' $50.000 2 .71 v $40.000 J $40.000 73 CD J w ° $30.000 $30.000 0 w E. w g $20.000 $20.000 t w O Z $10.000 U i $10.000 Z $0.000 25% 35% , 45% 55% ' 65% 75% , 85% I I $0.000 95% 105% 115% 30% 40% 50% 60% 70% 80% 90% 100% 110% 120% PERCENT OF ALLOWABLE MEDIAN INCOME •PDAH1- •FA PDA1'/HUDINCOME 24-Mar-2000 03:50 PM 24-Mar-2000 ..."FA PDA1"... Prepared by REASCO - P.O. Box 2809, Palm Desert, CA 92261; (760) 340-1429. • 30-50% 50% of the County of Riverside Median Income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Covenant and Lien recorded that proportionally forgives lien over ten years. (For example, with a grant of$5,000 then$500 is forgiven annually) No repayment is required unless property is sold or transferred to a household that exceeds 80%of the median income. d. Available citywide. e. All health and safety and code violations(if any)must be addressed first. • 2 `'.' 3 years following grant, a proportionate share of grant balance shall be reimbursed City based on a sliding scale. f. AuthoiiZed-work-would includ.,cxtcriorimprov%,ments that c iliam.. the appearance ofthe dwelling and property from the public buret tv include but not be limitad to. painting, installation of con.,n.,t., driveways, fiont-yard landscaping improvements; iwf repaint, electrical-wiling repairs to collect safety plot/funs,heating and/pi all conditioning or caaporativ.,cooler installation,repair on eplaccment; inteiioi repairs need d to provide safe and-sanitary living conditions, structural rcpaiis,site impruvements and-t,oire.,tion ofco&violations, installation and/or repair of ornamental iron,Muck and-wood fcii�ing (no chain link fencing shall be iirstall.,d as a result of this program). The City shall establish the work and expenditure priority. f. Available once per household in a three-year period. 3. COMPONENT NO.NO.3-MATCHING FUND COMPONENT-(MFC) a. Matches expenditures of an eligible household up to a maximum grant of$2,500. b. For very low, low, and median income households whose income does not exceed 51-80% 100% of the County of Riverside Median 'o.. Income as established by the Department of Housing and Urban Development (HUD). (See Chart) The City will match funds as fullows dollar for dollar with the homeowner (For example, the homeowner has a City approved project done that costs $3,000.00. The homeowner pays $1,500.00 and the City will pay $1,500.00). c. Covenant and Lien recorded that proportionally forgives lien over three years. No repayment is required unless property is sold or transferred to a household that exceeds 100% of median income. d. Available citywide. d. Available once per household in a three-y.,ar period. e. All health and safety and code violations (if any)must be addressed first. f Available once per household in a three-year period. 4. COMPONENT NO. 4 - REHABILITATION LOAN COMPONENT (RLC) ($60,000 Progi am Budget) COMPONENT NO 4A-REHABILITATION LOAN FOR LOW INCOME HOUSEHOLDS a. Maximum loan amount of$7,500.00$20,000. b. For very low and low income households whose income does not 3 1111 g. There is one type of loan. 1. Monthly repayment loan ($60,000 Progiam Budget) (a) For low income households who dui,S Hut exceed 51-80% of the County Median Income. (U) 15 yL,ar tcrin (c) Monthly payments to be calculated based on ability to Pay. (d) Due upon sale or transfer of title or upon the d�atl,�f bon owci- COMPONENT NO. 4B - REHABILITATION LOAN FOR MEDIAN INCOME HOUSEHOLDS a. Maximum loan amount of$20,000. b. For median income households whose income is between 81-100% of the County of Riverside Median income as established by the Department of Housing and Urban Development(HUD). (See Chart) c. 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. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 100%of the median • d. income. Available citywide. e. All health and safety and code violations (if any) must be addressed first. f. Available once per household in a three year period. * If staff determines that a disproportionate financial hardship will occur, interest can be set at 3%. COMPONENT NO. 4C - DEFERRED LOAN WITH 30 YEAR AFFORDABILITY COVENANT a. Maximum loan amount of$25,000. b. For very low, low, and median income households whose income does not exceed 100%of the County of Riverside Median income as established by the Department of Housing and Urban Development (HUD). (See Chart) c. Deed of Trust recorded securing note at 3%simple interest requiring no payments. Note and Deed of Trust may be assumed if property is sold or transferred to a household that does not exceed 100%of the median income. 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