HomeMy WebLinkAboutHOUSING COMMISSION - MINUTES 2007-2009L
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
T0: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR
DATE
SUBJECT
JANUARY 14, 2010
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held January 13, 2010:
December 9, 2009
Please submit to the Housing Authority Board
Thank you.
cc: John M. Wohlmuth, Executive Director
C' /
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VERIrIED BY: .LL" L
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Original on file with City Clerk's C f" ^
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CITY OF PALM DESERT
I. CALL TO ORDER
REGULAR HOUSING COMMISSION MEETING
MINUTES
December 9, 2009
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Jane Turner
Wade Tucker
Also Present:
Members Absent:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM Redevelopment
Janet Moore, Director of Housing
James Conway, Project Coordinator
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Donnie Garibaldi, RPM Company
Cathy Walker, Senior Management Analyst
Veronica Tapia, Redevelopment Accountant II
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of November 10,
2009.
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Housing Commission
Minutes
V
With a Motion made
Commissioner Russo
unanimously approved.
DECEMBER 9, 2009
by Commissioner Turner and seconded by
the minutes of November 10, 2009 were
REPORTS AND REMARKS
COMMISSION REPORTS
Janet Moore stated that there is a staff report for discussion under New
Business with regard to Carlos Ortega Villas; no other activity to report.
AUTHORITY BOARD LIAISON, RICHARD S. KELLY, APPRECIATION
PRESENTATION
On behalf of the Mayor and City Council, Councilmember Liaison Richard Kelly,
presented each member of the Housing Commission with a gift certificate and
thanked them for their dedication and service.
SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
Jessica Gonzales summarized the memo provided to the Commission.
A copy of Ordinance No. 1200, an ordinance of the City of Palm Desert
amending and restating Chapter 8.36 regulation and prohibition of smoking of
the Palm Desert Municipal Code was attached to the summary for the
Commission's review.
Janet Moore stated that the Ordinance is on the Agenda for the City Council as
second reading. The Ordinance regulates and prohibits smoking in certain
locations in Palm Desert to include the Housing Authority properties where it
will limit smoking in community spaces. With regard to pool areas, a location
will be designated as smoking. Tenants will be allowed to smoke inside their
units and patios. Once this Ordinance is in effect, tenants will be notified.
Wade Tucker asked where the statistics on the Ordinance came from.
Mrs. Moore replied that a committee was in place for this purpose and the
information provided was compiled by the Planning Department.
Mr. Tucker commented that several tenants at Las Serenas smoke on their
patios which affect the neighboring tenants forcing two people to move out.
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Housing Commission
Minutes DECEMBER 9, 2009
Mrs. Moore stated that the Ordinance applies to City owned properties and not
privately owned properties. One suggestion made to the City Attorney was that
in addition to prohibiting smoking in common areas consideration should be
given to make buildings non-smoking sometime in the future. RPM has
mentioned that non-smoking units are highly sought after in other communities.
D. MONTHLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for October.
Verna Smith referenced the Monthly Occupancy Status Report and inquired on
the number of traffic qualified for the month of September and October.
Teresa Vakili stated that the property managers did a lot more calling in order
to lease the vacant units during those two months and therefore the numbers
are much higher.
E. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for October.
Janet Moore stated that that Report 1 was modified to increase the font size.
F. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
October.
Janet Moore reported that the affordable properties are in competition with
other market rate properties in Palm Desert in terms of rent. She mentioned
that tenants are moving out to privately owned properties since the rents are
lower and tend to be more lenient with the documentation requirements. The
affordable properties are now serving tenants in the very low and low
categories as opposed to the high end of low or moderate which have brought
revenues down. Staff will request a reduction in revenues for the budget year in
January. The occupancy percentage continues to be high compared to other
properties, however, the Net Operating Income for the month of October is
negative due to the revenues being down.
Jane Turner asked why the reports were a month behind.
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Housing Commission
Minutes DECEMBER 9, 2009
Janet Moore stated that RPM is required to provide the reports to the Housing
Authority by the 20 h of the month for the previous month.
G. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report, stating that properties are inspected on
a quarterly basis to include rooftops, down spouts, buildings, carports,
walkways, pool room, stairwelis, etc.
Upon question of any roof problems due to the rain, Mr. Conway stated that
there were no problems reported.
Wade Tucker commented that the landscape has improved tremendously at
Las Serenas and noted that the landscape company was doing a better job of
keeping the grounds clean.
Janet Moore stated that James Conway has been on top of Sierra Landscape
to ensure that they comply with the requirements of the contract. We prepared
a binder with concerns and pictures and provided it to them.
Mr. Conway stated that .staff is working on providing a report that shows
examples of the different energy and recycling efforts. Staff tracked the
recycling implementations to include building enclosures, trash reductions, and
educating properties which resulted in a savings of $65,000 for all of the
properties; One Quail Place is expected to receive $42,000 in savings this year.
In addition, staff is also tracking water and gas conservation. All of the
properties are currently either in efficient stage or excellent with respect to
water conservation.
VI. NEW BUSINESS
A. ELECTION OF OFFICERS
With members of the Commission in concurrence, Natalie Russo was
nominated as Chair and Jane Turner as Vice Chair. Both Natalie Russo and
Jane Turner accepted the office to which they were elected.
Rec: By Minute Motion:
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Housing Commission
Minutes DECEMBER 9, 2009
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to elect Natalie Russo as Chairwoman
commencing January 2010 for a term of one year.
Action: Motion was made by Commissioner Tucker and seconded by
Commissioner Lewis to elect Jane Turner as Vice-Chair
commencing January 2010 for a term of one year.
Janet Moore stated that there are currently two vacancies for the Housing
Commission; one at large and one from the Housing Authority properties. Mrs.
Moore noted that the seat available from a property resident is available to
everyone; however, would prefer one from the larger properties such as One
Quail Place or California Villas. She reported that the Council will be conducting
interviews on Friday, December 11, 2009 to fill the vacancy at large.
B. CARLOS ORTEGA VILLAS — AWARD OF CONTRACT
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward the recommendation to the
Housing Authority Board to authorize to negotiate and finalize
a Professional Services Agreement for architectural services
for Carlos Ortega Villas '
Janet Moore stated that a committee was formed, consisting of staff members
from different departments, to review the submissions for the architectural
services for Carlos Ortega Villas. The conceptual design; reviewed by the
Housing Adhoc Subcommittee, was provided as part of the Request for
Proposals (RFP). Of the 178 that requested packets 31 submitted proposals.
The committee reviewed the proposals and rated each one based on a point
system. The Council Sub-Committee and staff interviewed the top 4. From the
results of the survey and interviews, KTGY was selected as the architect for
Carlos Ortega Villas.
C. 2010 PALM DESERT HOUSING AUTHORITY VENDOR LIST
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Lewis to forward the recommendation to the
Housing Authority Board to authorize the use of named
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Housing Commission
Minutes DECEMBER 9, 2009
vendors for purposes of providing recurring, routine services,
supplies, and maintenance to the Housing Authority
properties
Veronica Tapia summarized the staff report.
Upon question, Janet Moore stated that the vendor list is updated on an
annual basis. She mentioned that the vendor list will allow RPM Company to
continue to operate the properties without interruptions and avoid losing
revenue because a unit cannot be turned in a timely manner. For this reason it
was added to the purchasing ordinance.
Wade Tucker inquired on the process for vendors to get on the list.
Mrs. Moore stated that RPM Company is tasked, as part,of their contract, to go
out to bid for routine and recurring services on a continual basis. The process
of vendor selection is different in that public contract law states that you have
to take the lowest bid, but because these are operational costs it falls in a
different category. Therefore, the vendor list has more than one vendor that
provides the same services or supplies, which is beneficial to the properties.
RPM is consistently ensuring that we are getting the best quality at the best
price in a timely manner and has that as an ongoing responsibility.
Upon question of vendors out of the area, Teresa Vakili clarified that most of
the vendors have corporate offices out of the area but have local o ces in the
valley.
Jane Turner inquired if Palm Desert vendors are used whenever possible to
which Teresa Vakili replied yes.
D. 2010 CONSULTANTS LIST
Rec: By Minute Motion:
Action: Motion was made by Commissioner Tucker and seconded by
Commissioner Russo to forward the recommendation to the
Housing Authority Board; 1) Approve the 2010 Master
Consultants list; 2) Authorize staff to negotiate agreements
and contract amendments with qualified consultants for up to
25,000, and authorize the City ManagerlExecutive Director to
execute same; and 3) Approve the proceedings for selection
and award of contracts as set forth in the report authorized by
Section 3.32.090 of the Palm Desert Municipal Code
Housing Commission
Minutes DECEMBER 9, 2009
Janet Moore summarized the report, stated that the Agency requests
information with respect to qualifications for consultants who wish to be
considered for the approved Consultants' List on an annual basis. This list is
used for minor services such as architectural and engineering that are valued
less than $25,000. A committee of staff members reviewed the applications for
consideration. She noted that this list is used by the City of Palm Desert,
Redevelopment Agency and Housing Authority; the Housing Authority does
not use this list as frequently given that a vendor list is in place for the
properties.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
Ah update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report; stating that 6 homes have been
completed, 5 are in construction, and 9 are in the application stage.
Janet Moore reported that the Home Improvement,Program has received 23
applications as of December 151. During the fiscal year 08/09 the Home
Improvement Program received 27 applications over the entire 12 months
which was considered the record breaking year. Discussion ensued with
possibly bringing before and after pictures but found that most home
improvements are HVAC and energy issues and do not show drastic changes.
James Conway mentioned that there are several homeowners in Desert Rose
that upgraded their AC units to variable speeds two stage units which resulted
in energy savings and reductions. He mentioned that in the future the idea is to
have a model unit at Desert Rose that demonstrates the options available for
energy upgrades.
Verna Smith commented that a lot of people don't know of the Home
Improvement Program and it may be that it is not being published/advertised to
the public to show what it offers and how important it is.
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Housing Commission
Minutes
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IX.
Q
TAOS PALMS RENOVATION UPDATE
DECEMBER 9, 2009
Pictures of the construction progress were distributed for the Commission's
review.
NEXT MEETING DATE — January 13, 2010
Schedule of Housing Commission meeting dates for 2010
Janet Moore stated that the meetings of April 14 and July 14 occur after the
regularly scheduled City Council meetings and in order to accommodate
actions required by the Commission on the Housing Authority agenda, staff is
requesting that the Commission adjourn the March meeting to April 7th and the
June meeting to July 7th. She noted that if the Commission wanted to leave
April meeting as it is, that would be fine since there is a another City Council
meeting scheduled for that month; however, in July the Council only meets
once due to their summer schedule.
Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to reschedule the April and July meetings
accordingly to accommodate actions required by the Commission on the
Housing Authority agenda.
Janet Moore stated that an updated schedule of ineeting dates for 2010 to
include the change will be provided to the Commission at the January meeting.
ADJOURNMENT
Verna Smith, Housing Commission Chair, adjourned
Commission meeting at 4:10 p.m. to January 13, 2010.
f lX- "`-
Patty Leon, Recording Secretary
the Housing
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PALM DESERT REDEVELOPMENT AGENCY 0
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR`If/
DATE: December 10, 2009
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held December 9, 2009:
November 10, 2009
Please submit to the Housing Authority Board.
Thank you.
cc: John M. Wohlmuth, Executive Director
Qerr,P, £F e BY HOUSG AUTH S-O)
ON I-ly-oln
VERIFIED BY: ra
Original on file with City Clerk's Office
CITY OF PALM DESERT
ADJOURNED REGULAR
HOUSING COMMISSION MEETING
MINUTES
NOVEMBER 10, 2009
CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Jane Turner
Wade Tucker
Also Present:
Richard S. Kelly, Councilmember Liaison
Janet Moore, Director of Housing
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
Guest(s):
Members Absent:
Teresa Vakili, RPM Company
Cathy Walker, Senior Management Analyst
Veronica Tapia, Redevelopment Accountant II
III. ORAL COMMUNICATIONS
Verna Smith thanked Natalie Russo for directing October's Housing
Commission meeting during her absence.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of October 7, 2009.
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Housing Commission
Minutes NOVEMBER 10, 2009
With a Motion made by Commissioner Tucker and seconded by
Commissioner Lewis the minutes of October 7, 2009 were unanimously
approved.
A revised copy of the first page of the minutes was distributed to the
Commission that highlighted an administrative change to the header to read
Adjourned Regular Housing Commission Meeting".
A grammatical correction was made to page 3; perceptive was changed to
perspective.
V. REPORTS AND REMARKS
A. ' COMMISSION REPORTS
Janet Moore updated the Commission on Carlos Ortega Villas, stating that staff
is in the process of selecting an architect for the actual design drawing.
Interviews will be conducted shortly after the selection is narrowed down. This
process will take a few months before a contract is awarded.
Verna Smith asked when the ADHOC Subcommittee would be having another
meeting.
Mrs. Moore anticipates meeting with the ADHOC Subcommittee after the
architect is selected. The conceptual design, approved by the subcommittee,
will be provided to the architect once selected, and therefore there are no
further discussions at this time.
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
The Commission was also provided with a copy of the Appendix I Affordable
Housing Compliance Plan Update; Veronica Tapia and Cathy Walker were
present to answer any questions from the Commission.
Janet Moore summarized the Compliance Plan. She stated that the
Redevelopment Agency is tasked with spending 20% of the monies received
from property tax increment for the purpose of providing affordable housing.
Every five years both the Redevelopment Agency and Housing Division are
required to prepare an Implementation Plan. That Plan outlines all of the goals
and projects as well as identifies proposed projects that may be included during
that five year period. As part of that Plan the Housing Division is tasked with
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Housing Commission
Minutes NOVEMBER 10, 2009
almost the same responsibility only in much more detail to include housing that
was built, housing that will be built, replacement of any units, and how Housing
anticipates expending fund dollars over the next five years. In the event the
Agency or the Housing Division did not identify a certain project that they might
anticipate doing in either plan then that project cannot be done.
Mrs. Moore stated that the Compliance Plan was provided to the Commission
as informational only, stating that this plan is a component of the
Implementation Plan. She noted that staff spent a considerable amount of time
in the preparation of the Plan. The Redevelopment Implementation Plan,
consisting of four project areas, is approximately 50 to 52 pages and the
Housing Compliance Plan is 46; both Plans were quite detailed.
Jane Turner inquired if this Plan had anything to do with the stipulation.
Mrs. Moore replied that the Plan identified that the stipulation was met and
taken into consideration.
Donna Lewis asked what the Commission Members' responsibility with the
Plan was.
Mrs. Moore replied that the Plan was simply provided to the Commissioners to
show what the Housing Plan is projected to be for the next five years. There are
certain projects that the Commission will be advisory to such as Carlos Ortega
Villas which will be constructed by the Agency as part of the Housing Plan but
then will be transferred to the Housing Authority for the operation. Carlos
Ortega Villas will be a senior complex with approximately 72 units.
Mr. Richard Kelly, Councilmember Liaison, added that Carlos Ortega Villas will
be constructed with all the advanced, modern, technical, and experimental
equipmenUupgrades; noting there are lots of reasons to brag about.
Wade Tucker asked on the number of units Country Village had.
Mrs. Moore stated that Country Village had 66 units and the Agency already
identified units to replace those units that were demolished. The rebuilt units on
that site will not be considered "replacement units". Replacement units cannot
be counted both as production units and replacement units so the Agency
considers all units available and identifies which units will give us the 'most
bang for our buck'. Since units outside the project areas only count as '/2 for
production, the Agency identified many units outside project areas as
replacemenY' because those units are counted one for one as long as they are
within the jurisdiction's boundaries.
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Housing Commission
Minutes NOVEMBER 10, 2009
Upon question, Mrs. Moore stated that the affordable housing income eligibility
limits change on a yearly basis.
C. MONTHLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for September.
Donna Lewis referenced all the reports provided by RPM Company. She
stated that having taken a statistics class in college she was looking for a report
with the most information she can get and the easiest way to help her
understand where we are with each property. She noted that the report that
works best for her is the Monthly Occupancy Status Report where it shows the
comparisons from this year to last year. She stated that the Weekly Activity
Statistics report is somewhat helpful because it gives you the total units at the
beginning of the period as well as the end of the period for that particular
month. Regarding Report 1 and 2, she commented that those two reports were
not as helpful. She addressed Teresa Vakili and asked if the Commission had
to choose two pieces of paper that would provide the most helpful information
that they need so that they could do their jobs, which ones would they be.
Teresa Vakili stated that it depends on what the Commission would like to see.
She stated that she tries to give the Commission all the information possible
with regard to occupancy, recertification, and leases as well as monthly
average activities on where the properties are according to stipulation.
Natalie Russo stated that because of her background she actually preferred
Reports 1 and 2 since it shows how much rent the properties are getting per
unit and what the expenses are line by line. She further noted that Report 2
was informational and helpful and appreciated the information provided
referencing the advertising line that denotes the dollar amount spent for the
month and how that was important to know.
Mrs. Lewis asked what the Commission's role was and if they were an over
sight Commission. She expressed that she did not think the Commission was
really worried about expenses such as paperclips. Ms. Lewis commented that
maybe she was missing something.
Janet Moore stated that these reports are created monthly for the benefit of
staff as well as the Commission to show where the properties are on a monthly
basis. The reports are informational and available for review in case the
Commission wants to see a specific line item. With regard to the Commission's
role, Mrs. Moore stated that their role is to review the financial aspect and
approve the budget every year per property. The Housing Commission is an
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Housing Commission
Minutes NOVEMBER 10, 2009
advisory board to the Housing Authority Board which oversees the actual
expenditures by month that are expended from the City's bank account. The
Housing Authority has their own bank account with respect to the operations
and expenditures of the properties and it is reflected monthly in these reports.
RPM has an obligation to create the reports provided to the Commission. In
addition, RPM also provides a trial balance on a monthly basis that shows
everything they spend which is used to post the books.
Mrs. Moore asked if the Commission preferred to review a report that only
shows revenue, expenses, and income as opposed to Report 1 and 2 which
are more detailed, or maybe add a line to the Monthly Occupancy Status report
that just shows overall occupancy by property by month to include overall
average rent. The existing reports were originally created to show how much
per month is spent on a particular line item and provided to the Commission as
informational only with no action required.
Jane Turner asked if RPM provided these reports to staff every month and if it
was helpful.
Mrs. Moore stated that as part of RPM's contract they are required to provide
this information that is necessary and useful to the operations of the properties.
In addition, RPM is required to maintain occupancy at the income levels
identified by the Housing Department. She provided an example that if a
property is required to have 32 units at the 35% Area Median Income (AMI),
RPM is required to stay within those guidelines. In most cases, that particular
property is under the 35°/o level which means they were not able to find anyone
at the 35% level which is acceptable as long as iYs lower and not higher. Mrs.
Moore stated that she looks at these reports to ensure RPM is complying with
the requirement.
Ms. Turner stated that these reports are valuable to the Housing Division and
felt that the Commission is an advisory board only and have no obligation to
scrutinize RPM and point out any problems.
Verna Smith suggested that Janet and Teresa further review the reports, given
the Commissions comments and concerns. She asked the Commission if they
should continue reviewing the reports as they are or would they like to see
something different.
Mrs. Russo commented that if there was an easier way to provide everything in
one report would be fine with her. She referenced Report 2 and reiterated how
she felt it was very informational, noting that 85% of these units are very low
and how that statistic alone is phenomenal. She expressed that it would be a
shame not to have that information.
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Housing Commission
Minutes NOVEMBER 10, 2009
Mrs. Moore stated that she and Teresa can further review these reports as
suggested by the Chair. A suggestion was also made to provide box reports
that come from the financial system and see if it would be more helpful. She
asked the Commission if it was informational to know how many units we have,
the type of bedrooms, and what the average rents are for that property.
Wade Tucker replied yes and stated that this information is important to know
since he lives at one of the properties.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for September.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
September.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
Janet Moore summarized the update, referencing the new item added on the
Agenda for discussion under Informational Items. She mentioned that James
Conway will update the Commission on the Taos Palms renovation project to
include pictures of the construction in process.
RPM staff was asked to include all routine and continuous work on the update
so that the Commission would have an idea of the daily maintenance at the
properties, with the exception of Mr. Wade Tucker who is a resident at one of
the properties. Property Managers are tasked to walk the properties at least
once a week from one end of the property to the other.
Natalie Russo inquired on the $3,000 savings off original low bidders' proposal
listed under One Quail Place.
Mrs. Moore stated that some of the work done in the sauna rooms was
completed by the maintenance staff in house rather than paying a contractor to
do the work.
Wade Tucker asked about the landscape situation.
Housing Commission
Minutes NOVEMBER 10, 2009
Mrs. Moore stated that it has been 60 days since the new landscape company
has been at the properties. RPM has been doing a great job documenting any
concerns that are not up to standard. Staff met with Sierra Landscape again
and provided them with a binder outlining the maintenance they are required to
do on a continuous basis. In the event another meeting is called to order,
Spencer Knight will be invited to explain how the contract should be managed.
Staff has been considerate with the fact that they were brought in during
scalping and reseeding. However, James Conway brought up a good point with
regard to the upkeep of the properties such as debris piling up on the sidewalks
for days which is unacceptable and considered a routine maintenance that has
nothing to do with learning the properties. There are specific methods by which
a landscape company should already know when trimming trees and keeping
the properties clean.
Mr. Tucker commented that the landscape company is doing a lot better.
Teresa Vakili stated that Sierra Landscape is responding to the meeting and
how the binder really helped, commenting they have seen an improvement.
Mr. Tucker mentioned that he has seen more landscape maintenance workers
and felt Sierra Landscape probably underbid the job.
Mrs. Moore stated that Sierra Landscape has a few more months to get the
properties in shape before the Housing tour takes place, noting this will be their
time to shine.
Mr. Tucker asked if Sierra Landscape had previous experience with apartment
complexes.
Janet Moore stated that she was not sure if Sierra Landscape had previous
experience. However, she explained how multi-family residential have specific
requirements to consider such as the walkways have to be clear, properties are
occupied, as well as ingress and egress all day. She noted that Spencer Knight
was involved in the bid process and there was nothing to preclude Sierra from
doing this job.
Mr. Tucker commented that the first time Sierra Landscape started work at Las
Serenas they used a huge tracker mower to cut the grass which left high grass
in some areas besides having no place to park the tracker.
Ms. Vakili mentioned that Spencer Knight had addressed this issue.
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Housing Commission
Minutes NOVEMBER 10, 2009
Mrs. Moore provided a brief update on Taos Palms stating that Phase I is
underway and have addressed a significant portion of the structural issues.
Several units have already been drywalled.
Ms. Vakili commented that the contractor is doing a great job by keeping it
clean and orderly.
Mr. Tucker asked if there was a problem with Commissioners visiting projects
during construction to make sure the job is getting done.
Mrs. Moore stated that in most cases these projects are hard hat construction
zone areas and may not be safe for visitors. Staff would prefer that if a
Commissioner is interested in visiting a project site that they be accompanied
by either a City or RPM staff member. She stated that it was staff's
responsibility to ensure contractors are complying with their contract. This
project was added to the Agenda so that staff can provide updates and pictures
during the meetings so that the Commission can be informed on the status
routinely.
Verna Smith suggested that maybe sometime during the period of improving
Taos Palms a tour can be made.
Mrs. Moore stated that this property will be toured during the annual Housing
Tour.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
Janet Moore stated that the program is very active. She mentioned how most
homeowners are not transiently moving around to new houses but rather fixing
up their current homes. The program has had the same amount of applications
from July to this date than the entire year last year. There were changes made
to the program making it friendlier to the residents in Palm Desert that included
manufactured homes as well.
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Housing Commission
Minutes
B. TAOS PALMS RENOVATION UPDATE
NOVEMBER 10, 2009
Janet Moore stated that pictures will be available at the next meeting.
IX. NEXT MEETING DATE — December 9, 2009
ADJOURNMENT
Verna Smith, Housing Commission Chair, adjourned the Housing
Commission meeting at 4:10 p.m. to December 9, 2009.
JI I/ U v
Patty Leon, f ecording Secretary
TO:
FROM:
DATE:
SUBJECT:
G
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
RACHELLE KLASSEN, CITY CLERK
PATTY LEON, RECORDING SECRETAR
NOVEMBER 12, 2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held November 10, 2009:
October 7, 2009
Please submit to the Housing Authority Board.
Thank you.
i v C
BY HOUSG AUTH
ON o-- D—
VERIrIED BY: 2- -- I n-;`!'1 1
Original on file with City Clerks Office
c
cc: John M. Wohlmuth, Executive Director
CITY OF PALM DESERT
ADJOURNED REGULAR
HOUSING COMMISSION MEETING
MINUTES
OCTOBER 7, 2009
CALL TO ORDER
Natalie Russo, Housing Commission Vice-Chair, convened the meeting at 3:30
p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Jane Turner
Wade Tucker
Also Present:
Richard S. Kelly, Councilmember Liaison
Janet Moore, Director of Housing
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Spencer Knight, Landscape Director
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Members Absent:
Verna Smith
A. MINUTES of the Regular Housing Commission meeting of September 9, 2009.
With a Motion made by Commissioner Tucker and seconded by
Commissioner Lewis the minutes of September 9, 2009 were unanimously
approved with Commissioner Turner abstaining.
1
Housing Commission
Minutes OCTOBER 7, 2009
Wade Tucker referenced page 2 of the minutes and clarified his question of
why Country Village was being named after Carlos Ortega. He stated that he
did not want to sound like he was not in favor of the dedication and was only
questioning why a housing complex and not a commercial building or a street
such as Bob Hope and Fred Waring.
Natalie Russo commented that she did not read the minutes that way but she
appreciated his concern and clarification.
With Mr. Tucker's consent, the minutes of September 9, 2009 were approved
as presented with the understanding that a clarification regarding his previous
statements be provided in the October 7, 2009 minutes.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
C. MONTHLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for August.
Natalie Russo referenced the Weekly Activity Statistics report and asked on the
high number under "Leases Expiring This Period" particularly One Quail Place.
Teresa Vakili stated that those numbers fluctuate depending on move-ins and
renewals. She noted that One Quail Place will have 55 renewals one month
and next month will only have five. September is considered a busy move-in
month due to back to school and therefore the report will reflect a high
percentage in Lease Renewals for the month of August.
Wade Tucker commented that he had seen a notice posted on the office door
at Las Serenas that read staff was in a safety meeting and asked if the Housing
Commission members should attend those meetings as well.
2
Housing Commission
Minutes OCTOBER 7, 2009
Ms. Vakili stated that RPM Company must hold safety meetings once a month
for all internal RPM staff as a requirement by law.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for August.
E. REPORT #2 — MONTHLY NET OFERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
August.
Natalie Russo referenced the Net Operating Income on page 3 of the report
and asked if the Agency's goal is to break even or if there was a certain goal
per unit.
Janet Moore stated that when the Agency first acquired the properties the goal
at that point was to break even. Since that time, the Agency has added projects
that are not necessarily Housing Authority projects but rather community
projects such as Falcon Crest which is considered a moderate income project.
The Agency then had to reallocate the affordability with respect to the rental
properties to accommodate the same number of people into the very low and
low income categories. The Agency knew that at one point it would have to
subsidize the amount that was not being matched by rent from the 20%
Housing Set Aside. She referenced the "Prior Year Net Operating Income°
monthly totals stating that although Palm Village is the only property that was in
the positive, minus $67,000 was still considered to be a realistic number, given
that the Agency operates a 5 million budget for all the properties. She further
stated that last year's report showed a loss of approximately $400,000 also
considered to be better than expected.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
Janet Moore stated that Spencer Knight was invited to the Housing
Commission meeting to provide an update on the transition between the
previous landscape company (Liberty Landscape) to the new landscape
company (Sierra Landscape) for landscape maintenance at the Housing
Authority properties. She noted that from managemenYs perspective the 'get to
know you period' is taking Ibnger than anticipated. The Landscape Department,
3
Housing Commission
Minutes OCTOBER 7. 2009
who are responsible for contract requirements, anticipated the transition taking
longer considering there are 15 properties to maintain.
Spencer Knight stated that it is typical for a new contractor to take some time to
become familiar with the properties. The properties have had consistent
maintenance from the same contractor for the past several years which is
unusual. Staff has met with Sierra Landscape to discuss some of the concerns
with the properties. He noted that Sierra Landscape is doing well given the
number of properties and its sophistication. He further stated that Sierra has
worked with the City in a number of different capacities and expects them to
fulfill their contract.
Wade Tucker commented on the landscape at Las Serenas during the first two
weeks Sierra took over. He mentioned how he became concerned after
reviewing the staff report and noticed that Sierra's bid amount was significantly
low and called James Conway to clarify.
James Conway stated that staff checks background experience before
considering awarding a contract.
Richard Kelly, Councilmember Liaison, stated that Sierra Landscape has done
a lot of work for the City, noting that staff provides background information to
the Council for review.
Mr. Tucker stated that most of the time the contract is awarded to the lowest bid
of which Mr. Kelly responded that that was not always the case and may be
rejected due to performance concerns.
Mr. Conway provided an example of a bid rejection due to non performance
with regard to the Taos Palms renovation project.
Mr. Knight mentioned that Sheila McGrew the landscape inspector for the
properties is in charge of making sure that Sierra is perForming to contract. He
reiterated that he fully expects Sierra to improve.
Jane Turner asked if there were seasonal considerations and if September was
a heavy work time to start a contract.
Mr. Knight responded that yes September is usually the month for over-
seeding as well as heavy growth due to summer. At this time, staff is expecting
to see progressive improvement the first 30 days, fine tuning the next 30 days
and then Sierra should be up and running with no excuses.
n
Housing Commission
Minutes OCTOBER 7, 2009
Mrs. Moore stated that staff expected to award the contract in July, however
Sierra needed to get their paperwork together so the award took place in
August. Furthermore, Sierra had to get clearances from the other City
departments prior to issuing a Notice to Proceed which took place in
September. She noted that as a result of the timeframe delay, it may be a
consideration in the future to extend the existing contract for a few months to
get passed the heavy period or make the next contract shorter so the new
contractor is on board before the reseeding period.
Mr. Conway stated that Sierra has been placed on formal notice to perform.
Mr. Knight added that Sierra has a reputation and often use the City as a
reference as part of their contract which may affect their payment and
performance bond if a negative mark is on there by the City.
Mr. Tucker commented that he was surprised that Sierra will ride mowers and
shave the grass down on the hills, noting he was concerned that with time it will
not look good.
Mr. Knight responded that he would have the landscape inspector look into this.
Ms. Turner inquired on the fire unit at California Villas.
Mr. Conway stated that in November of 2008 a tenant had a fire incident that
caused total loss to one unit and minor damages to units on both sides. Given
the timeframe to get insurance and legal issues addressed, the repair work was
delayed and is now complete.
Natalie Russo inquired on the motion sensor lights at La Rocca Villas and
asked if the other communities had sensor lights installed as well.
James Conway stated that staff continues to look for energy upgrades that
include fluorescent lighting, walkway lighting, and accent lighting. At this time,
the common areas are being addressed to include motion sensor lights as well
as the parking structures.
Mr. Tucker commented that the outside lighting at Las Serenas stays on all the
time. He has noticed that the shells over time will become brittle and fall and
break. He asked if Southern Edison can provide staff with extra shells so they
don't have to replace the whole light unit.
Mr. Conway stated that the properties order 12 fixtures in bulk from Edison
Energy Program. He asked that this issue should be brought to the property
manager's attention. He stated that Edison's rebate program has funded most
of the lighting in the common areas.
5
Housing Commission
Minutes OCTOBER 7, 2009
Mr. Conway provided a brief update with regard to the Taos Palms renovation
project. The contract has been awarded and currently waiting on executed
documents from the contractor. A preconstruction meeting has been scheduled
for next week to include building inspectors and fire department. He anticipates
issuing a Notice to Proceed sometime next week. He reiterated that the project
is a two phase project; phase I will take 60 days then allow for tenant transfer
period and then 60 days for phase II.
Mr. Tucker questioned the contracYs dollar amount and asked if it was
approved, recalling a concern with the contractor.
Mr. Conway stated that there were two situations concerning the renovation
project. The first time staff went out to bid, the bids received were non-
responsive and therefore those bids were formally rejected. The second time
staff went out to bid, the lowest bid was non-responsive, did not meet the
qualifications necessary in order to complete the project. The second lowest
bidder which is Desert Ranger was awarded the contract.
Mr. Wade commented on the dollar amount of $512,000 to renovate 16 units.
Mr. Conway explained that the contract amount equates to $30,000 a unit to
include new phone cables, electrical and plumbing. The units were stripped
down to the studs and are structurally being upgraded to include new drywall,
paint and installation of hold-downs for seismic code requirements. He stated
that a standard renovation unit ranges from $6,000 to $8,000 however this
project is much greater in scale due to its much needed repairs. Staff estimated
a$500,000 budget for the renovation project.
Mrs. Moore stated that Taos Palms has been remodeled several times and
made visible once the walls were opened. With regard to new plumbing and
electrical, she clarified that only the pipes and wires will be new but will be
connected to the existing source. She reiterated that this project is much more
comprehensive than the standard upgrade of pulling cabinets and fixtures.
Mr. Conway added that the exterior components of the buildings will not be part
of the renovation project. Windows will be replaced to energy e ciency
windows and new doors will be installed.
Upon question, Mr. Conway stated that Taos Palms was purchased in 1998.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
L
Housing Commission
Minutes
VIII. INFORMATIONAL ITEMS
OCTOBER 7, 2009
A. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report; stating that 9 applications are in review,
6 in the construction phase, and 4 applications are complete. He stated that the
program continues to be busy and recently the City's Brightside published an
ad with regard to the program.
IX. NEXT MEETING DATE — November 10, 2009
Janet Moore reported that the next regularly scheduled meeting for the Housing
Commission is November 11; which is Veteran's Day and City Hall will be
closed. She reminded the Commission that at the beginning of the year that
the consensus was to further discuss the November meeting date contingent
upon the Council's November schedule. The Council has confirmed that they
will meet only once in November on the 12th. In the event that there are items
that need to go before the City Council, staff would like the Commission to
review them prior to the 12th of November. At this time, Mrs. Moore asked for
suggestions on a meeting date.
A motion was made by Commissioner Tucker and seconded by Commissioner
Turner to reschedule the Housing Commission to Tuesday, November 10, 2009
at 3:30 pm.
ADJOURNMENT
Natalie Russo, Housing Commission Vice-Chair, adjourned the Housing
Commission meeting at 4:11 p.m. to November 10, 2009. Regularly
scheduled meeting of November 11, 2009 was canceled due to the
Veteran's Day holiday.
V `'- "
Patty Leon, Recording Secretary
7
i ..
PALM DESERT REDEVELOPMENT AGENCY ^'
INTEROFFICE MEMORANDUM °
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARI 1
v
DATE: OCTOBER 8, 2009
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held October 7, 2009:
September 9, 2009
Please submit to the Housing Authority Board.
Thank you.
cc: John M. Wohlmuth, Executive Director
BY HOUSG AUTH F
D
SP/If
ON o --aa-n
VERI IED BY: RD r
Original on file with City Clerk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
SEPTEMBER 9, 2009
I. CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Wade Tucker
Also Present:
Richard S. Kelly, Councilmember Liaison
Janet Moore, Director of Housing
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Members Absent:
Jane Turner
A. MINUTES of the Regular Housing Commission meeting of July 8, 2009.
With a Motion made by Commissioner Tucker and seconded by
Commissioner Lewis the minutes of July 8, 2009 were unanimously
approved.
1
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
SEPTEMBER 9, 2009
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
Janet Moore referenced the agenda item for consideration of a request to
accept the name "Carlos Ortega Villas" for the project known as Country
Village. She stated that additional names were also discussed by the
committee such as "Casa Carlos Ortega Village or Villas" as well as "Casa
Carlos Ortega". A final decision will be made at the City Council meeting.
Wade Tucker asked why the complex is being named after Carlos Ortega.
Mr. Richard Kelly, Councilmember Liaison, stated that Carlos Ortega's main
priority since day one has been housing, noting that Mr. Ortega was also on the
Riverside County Housing Authority Board.
Verna Smith commented that the Housing Commission was in favor of the
dedication to name Country Village after Carlos Ortega; no action was taken.
C. MONTHLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for June and July.
Teresa Vakili stated that the properties remained 98% occupied during the
summer.
Wade Tucker asked if there were any problems at the properties being that
June and July reports fluctuate.
Ms. Vakili stated that due to the fiscal year end June's report included any
allocated projects budgeted for that year; July 1S reflects the new budget for
the fiscal year 2009/2010.
2
Housing Commission
Minutes SEPTEMBER 9, 2009
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for June and July.
Wade Tucker inquired on the high number of turnovers at Las Serenas.
Teresa Vakili stated that there are 5 available units at this time. She stated that
there is no particular reason for the turnovers, and in most cases tenants have
expressed they want to move in with families.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
June and July.
Janet Moore provided a brief update on the Replacement Reserve Study
authorized for 13 properties. She stated that the consultant, Association
Reserves Inc., completed several studies at the properties which were
concerning. She noted that the consultant requested a significantly high dollar
amount as initial deposit for Laguna Palms which was recently renovated to
include new service for electrical and plumbing. She stated that staff was
concerned with whether the consultant took the actual condition of the
properties into consideration or did an industry standards estimation. She
explained how some of the properties are fairly new or recently renovated such
as California Villas, Palm Village Apartments, La Rocca Villas, and Laguna
Palms of which all received surprisingly high numbers. Staff has asked the
consultant to hold proceeding with the study until further discussion.
She commented that Association Reserves, Inc., is the same consultant that
did the reserve study back in 1999, and at that time, the Director of Finance
was concerned with their estimations. Riverside County Housing and Urban
Development (HUD) also conducts analysis on properties and their analysis is
about $250 per unit per year compared to Association Reserves at $700 per
unit.
James Conway stated that industry standards may not be the same as City
standards which may skew the final numbers. He commented that staff is very
familiar with the conditions of the properties, noting that there has been several
renovation projects at the properties.
3
Housing Commission
Minutes SEPTEMBER 9, 2009
Mrs. Moore also commented that staff provided a detailed report to Association
Reserves that included warranties and how old things were at the properties,
which was more information than they usually get when they do a reserve
study. She provided an example of how a kitchen faucet may have a
lifespan of three years with industry standards while the City's expected
lifespan might be much longer.
Verna Smith asked if staff had discussed the City's standards compared to
other properties with the consultants.
Mr. Conway stated that staff walked each property with the consultants and
explained in detail the condition aspects. Staff will meet with the consultants to
further clarify their findings.
Natalie Russo referenced June and July reports and questioned the high
number in payroll for June.
Mrs. Moore stated that biweekly payrolls are paid differently; payrolls were
accrued for the month of June but were paid in July.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the update.
Natalie Russo inquired on the standing water and flow issue at One Quail
Place.
Mr. Conway stated that tree roots overtime will lift parking areas and curbs
which will result in need of replacement to alleviate the standing water and flow
issue.
He noted that there are several interior renovations at the properties due to
vacancies.
Wade Tucker asked on the number of pools at the complexes.
Mr. Conway stated that most properties have pools with the exception of Palm
Village, La Rocca Villas, and Sagecrest Senior.
Mr. Tucker asked if the pools were in compliance with the new rules.
Housing Commission
Minutes SEPTEMBER 9, 2009
Mr. Conway stated that the pools are in compliance with the Virginia Graeme
Baker Act, stating that the Act requires public pools to install equipment that
prevents pool drain entrapment with an additional benefit to include energy
efficient pumps.
VI. NEW BUSINESS
A. TAOS PALMS RENOVATION PROJECT
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Lewis to forward the recommendation to the
Housing Authority to authorize the award of contract to the
lowest responsive bidder for the interior renovations at Taos
Palms.
James Conway reviewed the staff report and apologized for its delay. He noted
that the lowest bidder's qualification to meet the criteria resulted in further
review. The recommendation is to award the bid to the second lowest
responsive bidder based in Rancho Mirage.
Janet Moore clarified the different account numbers listed on the staff report to
fund the project. Originally the project was going to be a unit renovation
however, due to vacancies along an entire building it was recommended to the
Agency Board that staff include all (16) units and eradicate a pest control issue.
The existing tenants have agreed to transfer to the renovated units. Given that
the second bid was higher than budgeted, monies from RPM's budget, Agency's
capital budget, and cost savings from California Villas project were consolidated.
Mr. Conway highlighted some of the real issues associated with the renovation
to include kitchen configurations as well as work to include as many current
building code changes as possible to maintain long term sustainability.
Verna Smith asked on the timeline of the project.
Mr. Conway stated that the contract calls for 120 days; 60 days for the first
phase (2 buildings 8 units), allow for transfers, and then 60 days for the second
phase (2 buildings 8 units. Renovation to the buildings by phase will include (8)
units and will be isolated and surrounded by temporary safety fencings to allow
access to the amenities such as the pool, parking and laundry room; available at
all times to existing residents.
5
Housing Commission
Minutes
B. ONE QUAIL PLACE SUANA ROOMS
Rec: By Minute Motion:
SEPTEMBER 9, 2009
Action: Motion was made by Commissioner Tucker and seconded by
Commissioner Russo to forward the recommendation to the
Housing Authority Board the request to eliminate the saunas
from One Quail Place.
Teresa Vakili summarized the memo, stating that the sauna rooms are not being
used on a regular basis by adults but are mainly an attraction to teenagers who
leave the saunas and lights on, given that there is no supervision. RPM would
like to convert these sauna rooms into a large storage facility to store tenant
files.
Janet Moore stated that this request was brought to the Housing Commission
for consideration since it is eliminating an amenity at the property. However,
other amenities have been removed at this particular property such as a workout
room and iYs currently being utilized for the Childcare Center. She also noted
that although the sauna rooms are free to tenants it is costly to maintain.
Upon question of the cost to convert the room to a storage facility, James
Conway stated it would cost approximately $6,000 to $8,000.
Wade Tucker inquired if the tenants should be contacted prior to closing the
sauna rooms.
Ms. Vakili stated that temporary closed signs were posted on the doors to see
what the reaction of the tenants would be; only two complaints were received
out of 384 units. She noted that it would not affect the property since staff has to
chase teenagers out of there and felt it is more of a nuisance than amenity.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
0
Housing Commission
Minutes SEPTEMBER 9, 2009
James Conway summarized the report; stating that 8 applications are in review,
5 new assignments; and 4 are nearing completion.
Upon question, he noted that the home located at Kelsey Circle had extensive
mold from a long term water leak from a condensation line of the AC unit.
Through the assistance of the HIP program, the property owner installed an
energy efficiency AC and heating unit, completed a bathroom upgrade and is
looking to convert to a drought tolerant landscape.
Wade Tucker inquired if the homeowner had filed a claim with the insurance
company.
Janet Moore stated that Desert Rose has a Homeowners Association (HOA)
who carries a master insurance policy. Initially, the homeowner contacted the
insurance company to determine what could actually be corrected. The
insurance company determined the damages were caused from a defective AC
line which is not covered by the existing HOA master policy. The small amount
of work the policy would cover was far less than the $5,000 deductible.
Because Desert Rose typically has a common wall and to avoid future
problems to the adjacent unit, the homeowner was encouraged to correct the
situation and participate in the HIP program.
Mr. Conway stated that the homeowner was approved for a deferred loan, in
the event they decide to sell the home within the next several years the loan is
paid back to the program.
IX. NEXT MEETING DATE — October 7, 2009 —(North Wing Conference Room)
ADJOURNMENT
Verna Smith, Housing Commission Chair, adjourned the Housing
Commission meeting at 4:10 p.m. to October 7, 2009. (Regularly
scheduled meeting of October 14, 2009 was rescheduled by action of the
Housing Commission)
I/ `-V
Patty Leon, Recording Secretary
l
PALM DESERT REDEVELOPMENT AGENCY OINTEROFFICEMEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE:
SUBJECT
SEPTEMBER10,2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held September 9, 2009:
July 8, 2009
Please submit to the Housing Authority Board.
Thank you.
cc: John M. Wohlmuth, Executive Director
RL CCI b
rl ev N a 5-O
oN g- a-l
VERIFIED BY ' `''
in
Original on file with City erk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JULY 8, 2009
I. CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
11. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RDA/Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Members Absent:
Teresa Vakili, RPM Company
Veronica Tapia, Redevelopment Accountant II
Cathy Walker, Senior Management Analyst
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of June 10, 2009.
With a Motion made by Commissioner Russo and seconded by
Commissioner Tucker the minutes of June 10, 2009 were unanimously
approved.
1
Housing Commission
Minutes JULY 8, 2009
Jane Turner inquired on Mr. Reuel Young's responsibility at Country Village.
Cathy Walker, Senior Management Analyst, stated that the schematic design
process and feasibility of the project as presented at the Housing ADHOC
subcommittee by Mr. Young was the initial process of the project. At this time,
the Agency is requesting proposals for architectural services for the design
development of Country Village's site.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
Jessica Gonzales referenced the Request for Proposals (RFP) for Self-Help
Affordable Housing Development attached to the summary of agenda/action
items and offered to answer any questions. She stated that a notice will be
published in the newspaper on July 9th with respect to the RFP.
C. MONTHLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for May.
Teresa Vakili stated that the properties are stable and are continuing their
qualifying efforts.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for May.
Donna Lewis referenced the report and questioned the "percent of total" column
for the properties and asked at what percentage is considered a concern.
2
Housing Commission
Minutes JULY 8, 2009
Teresa Vakili stated that based on the stipulation in place there is a certain
number of income levels allocated for each property. She noted the income
brackets between the 55% and 75% levels are difficult to fill. When units at the
55 and 75% levels are difficult to lease, the property manager will lease the
units at the lower level.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
May.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the update, stating that there is a lot of activity at
the properties due to the fiscal year end.
Donna Lewis asked if there was a specific service request at One Quail Place,
noting that One Quail Place had 160 service requests.
Mr. Conway stated that One Quail Place is the oldest, largest apartment
complex with 384 units. He compared the percentages of the other complexes
and noted that the service calls at One Quail are typical.
Verna Smith asked if the request for bids for the Taos Palms project was made
public.
Mr. Conway stated the bid package will be available within the next few weeks
for a 5 to 6 week period and anticipates awarding a contract in September.
Mrs. Smith asked if the Commission meeting canceled in August would conflict
with the time line of the project. Mr. Conway replied no, stating that the time
frame would allow new interested parties the opportunity to submit bids.
Mrs. Smith referenced the update and asked if the tree trimming activity listed
on the update was part of the tree trimming project recently approved by the
Commission; Mr. Conway replied yes.
VI. NEW BUSINESS
3
Housing Commission
Minutes JULY 8, 2009
A. PALM DESERT LANDSCAPE MAINTENANCE SERVICES
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward the recommendation to the
Housing Authority to award of contract to Sierra Landscape
Company, in the amount of $222,006 for annual landscape
maintenance services for thirteen (13) Housing Authority
Properties; and Authorize the Executive Director to execute any
documents necessary to facilitate the contract award and
implementation.
James Conway reviewed the staff report, stating that Liberty Landscape has
been the landscape company at the Palm Desert Housing Authority properties
for a very long time. He noted that nine companies submitted bids; all being very
competitive.
Richard Kelly, Councilmember Liaison, mentioned that most companies listed
on the staff report were not successful at the parks and are now competitive to
landscape opportunities.
Wade Tucker asked if the flowers that are changed throughout the year are part
of their contract.
Mr. Conway stated that the specification packet calls for 2000 flats twice
annually and should be the same amount of flowers at the properties as
previous years.
B. IDENTITY THEFT PREVENTION PROGRAM
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Tucker to forward the recommendation to the
Housing Authority to approve the resolutions adopting an
Identity Theft Prevention Program for the City of Palm Desert,
Palm Desert Redevelopment Agency, Palm Desert Housing
Authority, and Palm Desert Financing Authority.
Veronica Tapia, Redevelopment Accountant, stated that the Identity Theft
Prevention Program is mandatory set forth by the Federal Trade Commission.
The Director of Finance will be responsible for reporting on behalf of the City.
Housing Commission
Minutes JULY 8, 2009
The Investment and Finance Committee will be in charge of implementing and
administering the program.
VII. CONTINUED BUSINESS
VIII. INFORMATiONAL ITEMS
A. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report; stating that 9 applications are in review,
12 homes have been completed, 2 are nearing completion, and a total of 17
applicants were either denied or withdrew the application. He noted that there
was an emergency applicant with AC issues that was recently completed.
Verna Smith inquired on the administration assistance with the Program.
It was explained that Debbie Bradley, Housing Technician for the City, is the
initial contact who determines eligibility, and depending on the applicanYs
approval status James Conway and Janet Moore forward to Rancho Housing
Alliance to facilitate the scope of work until close out.
Wade Tucker inquired on the funding sources of the HIP program.
Jessica Gonzales stated that the funds are provided by the Redevelopment
Agency's 20% tax increment housing set-aside. Financial assistance includes
grants, low-interest loans that require monthly payments, and deferred loans
where the applicant does not have to make payments. The deferred loans are
considered silent second trust deed loans recorded against the properties.
With regard to delinquent loans, Veronica Tapia mentioned that there is one
loan in default and the Agency is working with the homeowner.
Natalie Russo referenced the report and asked on the newly added column
Paid to".
Mr. Conway stated that the "Paid To" column will track the contractor working
with the applicant.
At this time, Verna Smith thanked Jessica Gonzales for attending as the Liaison
in Janet Moore's absence.
Housing Commission
Minutes JULY 8, 2009
Richard Kelly, Councilmember Liaison, reported that Dave Yrigoyen will no
longer attend the Housing Commission meetings due to his retirement, noting
that Dave is a very valuable employee to the City.
Commission members expressed their appreciation and wished Mr. Yrigoyen
good luck.
IX. NEXT MEETING DATE — September 9, 2009
ADJOURNMENT
With a Motion made by Commissioner Turner and seconded by
Commissioner Lewis, Verna Smith, Housing Commission Chair
adjourned the Housing Commission meeting at 3:51 p.m. to September 9,
2009. (Regularly scheduled meeting of August 12, 2009 was canceled by
action of the Housing Commission on June 10, 2009)
a
Patty Leon Recording Secretary
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATi'Y LEON, RECORDING SECRETARI
I
DATE:
SUBJECT:
JULY 9, 2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held July 8, 2009:
June 10, 2009
Please submit to the Housing Authority Board.
Thank you.
R-
RY HOUSG AUTI-
ory •q t,8s i r)
VERIr=1ED BY:
Original on file with City Clerk's Office
cc: John M. Wohlmuth, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JUNE 10, 2009
CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:33 p.m.
II. ROLL CALL
Present:
Natalie Russo
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Dave Yrigoyen, Director of RDA/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Donnie Garibaldi, RPM Company
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Members Absent:
Donna Lewis
A. MINUTES of the Regular Housing Commission meeting of May 13, 2009.
With a Motion made by Commissioner Russo and seconded by
Commissioner Tucker the minutes of May 13, 2009 were unanimously
approved.
1
Housing Commission
Minutes JUNE 10, 2009
Wade Tucker asked for clarification on the comment Janet Moore made with
regard to Leo Sullivan and the changes and transitions of the Housing
Commission.
Janet Moore stated that Mr. Sullivan was a commission member when the
Housing Division was very active in construction and acquisition and had seen
a lot of changes and transitions such as the number of units from 700 to 1100
units. She noted that Mr. Sullivan's term with the Commission was extremely
beneficial to the Agency during the time he served and that he expressed an
interest in other city Commission or Committees. Mrs. Moore stated that the
Housing Authority properties are in a maintenance operation at this time as
opposed to a building operation.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
Janet Moore reported that staff will forward a request to the City Council to
authorize the Agency to issue a request for proposals (RFP) for architectural
services for Country Village within the next month. A sub-committee meeting
has been put on hold until further notice.
Verna Smith asked for the location of the single family self-help units.
Jessica Gonzales stated that the site for the self-help units is located off Merle
Street next to the Falcon Crest development.
C. MONTHLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for April.
Teresa Vakili stated that the properties are stabilized at this time including
traffic for leasing due to the difficulties of the economy.
2
Housing Commission
Minutes JUNE 10, 2009
With regard to the wait list, Ms. Vakili stated that there is a wait list in place for
very low income families in order to comply with the stipulation requirement in
terms of income categories to fill.
Natalie Russo asked for clarification on the difference between qualified and
non-qualified tra c.
Teresa Vakili stated that non-qualified traffic is defined as transients that are
looking for a conventional community as opposed to the affordable program.
Verna Smith asked for clarification on the negative numbers shown under the
Net Balance category for the properties.
Teresa Vakili stated that line 32 "prepaid balance" represents early rent
payments from tenants for the following month/day which result in a negative
net balance since the report is generated the last day of the month.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for April.
Wade Tucker inquired if there was an increase to the rents.
Teresa Vakili stated that the rents are based on the county median income
HUD guidelines published once a year. She noted that the income limits for
2009 did not change that much.
Mr. Tucker commented that there are complaints at Las Serenas with regard to
rents due to the increase in Social Security benefits.
Mrs. Vakili stated that an increase to the household income may move the
tenant to the next higher income category which increases the rental rate. Also
considered in rent calculations are assets, savings and/or pensions.
Janet Moore stated that the rent structure is calculated differently than other
cities. Based on the stipulation requirements, rents are increased only by a 5%
increment value that starts at 20%, 25% and then 30% of income as opposed
to 30%, 50% and then 70°/o as described by Redevelopment Law. She stated
that the rents at the Housing Authority properties are still lower than market
rents. She noted that by maintaining the rent structure in this form it helps to
keep the tenancy consistent.
3
Housing Commission
Minutes JUNE 10, 2009
Mr. Tucker stated that most tenants at Las Serenas that receive Social Security
benefits are no longer receiving the medical part B under the medical program
9840).
Mrs. Moore stated that medical expenses are taken into consideration when
calculating rent and may be addressed further.
Natalie Russo inquired if other cities calculate the rents the same as Palm
Desert.
Mrs. Moore stated that the other cities' affordable program is based on the
30%, 50% and 70% rent structure pursuant to Redevelopment Law. She noted
that the City of Palm Desert is unique in that it has a Housing Authority that
owns its own properties. A lot of housing authorities are autonomous and most
redevelopment agencies and cities do not own their properties. The Riverside
County Housing Authority buys properties for cities and manages them which
does not compare to the City of Palm Desert.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
April.
Wade Tucker questioned why Las Serenas rental income was higher than the
other senior properties.
Teresa Vakili replied that Las Serenas is stabilized and has not had any capital
projects which make a difference in the income.
Verna Smith asked if an ADHOC sub-committee meeting would take place after
an architect is selected for Country Village.
Janet Moore stated that once staff is authorized to issue an RFP for
architectural services and review those proposals, a meeting will be scheduled
with the ADHOC sub-committee.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
4
Housing Commission
Minutes JUNE 10, 2009
James Conway summarized the update, stating that several properties are
waiting for approvals from the County Health Department for compliance with
the Virginia Graeme Baker Act.
Laguna Palms had repairs to the main sewer waste line caused by rocks and
toys from years back. Mr. Conway noted that this repair had nothing to do with
the rehabilitation project.
Upon question, Mr. Conway stated that the solar panels at Palm Village are
cleaned on a quarterly basis. The solar panels are performing well at both the
designated units and carports; Jessica Gonzales is tracking its progression.
VI. NEW BUSINESS
A. TAOS PALMS — RENOVATION PROJECT
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to forward the recommendation to the
Housing Authority to authorize the request to reject all bids for
the Housing Authority project known as Taos Palms interior
renovation project.
James Conway reviewed the staff report, stating that three out of four bids failed
to provide the information that was required by the bid documents and are
deemed to be non-responsive. The fourth bid received was significantly higher
than the amount budgeted. At this time the request is to reject all bids and
authorize the City Clerk to re-advertise a Notice to invite bids; the companies
listed on the staff report are welcome to resubmit a bid.
Richard Kelly, Councilmember Liaison, asked on the information that was
missing from the bids received.
Mr. Conway stated that the lowest bidder failed to provide a bidder's
qualification requirement that includes a list of apartment renovation projects
within the last ten years. The second and third bidders included renovation
projects but were not apartment renovations as called for in the qualification
requirements.
Wade Tucker asked if the Housing Department had any knowledge of the
bidders experience and background.
F
Housing Commission
Minutes JUNE 10. 2009
Janet Moore stated that the formal bid process requires accepting the document
provided by the bidder and relying on its information and not so much on
personal and/or institutional knowledge; unless the Agency has a provision
within the specifications to check references. All bidders provided a written
statement declaring they were qualified. However, the bid asked for specific
information with regard to apartment renovations and the lowest three bidders
failed to comply. Staff asked for legal advice from the city attorney and the
direction was to reject all bids including the last bidder since the price exceeded
the budget for this project.
Mr. Conway mentioned the renovations at Taos Palms to include electrical,
plumbing, insulation, new windows, cabinets, doors etc. The last bidder's unit
price was $68,000 per unit which exceeded the budget.
Mrs. Moore also mentioned that the budget established for this project was
based on previous renovation efforts at the Housing Authority properties.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report; stating that 10 applications are in
review and 14 applicants were either denied or withdrew the application.
IX. NEXT MEETING DATE — June 10, 2009
Janet Moore announced that the City Council will take an action at their
meeting of June 11 h to change their meetings for July and August to the last
meetings dates of July 23rd and August 27`". If approved, staff is asking that the
Housing Commission meeting for July 8th be moved to July 22nd to
accommodate any action items in July. She noted that in the event the
Housing Commission is adjourned to the July 22"d meeting date, the
commissioners would be exempt from the attendance requirement since the
meeting is not on its regularly scheduled date. In the event the City Council
does not approve the meeting dates for July and August, the July 8`h Housing
Commission meeting will take place; Mrs. Moore will notify the Housing
Commission. Also discussed was the August Housing Commission meeting.
0
Housing Commission
Minutes JUNE 10, 2009
With a Motion made by Commissioner Turner and seconded by
Commissioner Russo the August Housing Commission was canceled due
to lack of agenda items.
At this time, Teresa Vakili referenced the Monthly Net Operating Income
Statements and made note to the number of units for the senior properties
which makes a difference in the rental income.
ADJOURNMENT
With a Motion made by Commissioner Turner and seconded by
Commissioner Tucker, Verna Smith, Housing Commission Chair
adjourned the Housing Commission meeting at 4:07 p.m. to the July 22"a
meeting contingent upon the approval of the City Council meetings for
July and August.
Patty Leon,cording Secretary
v
7
W
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
T0: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY I\
1
DATE: JUNE 15, 2009
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held June 10, 2009:
May 13, 2009
Please submit to the Housing Authority Board.
Thank you.
cc: John Wohlmuth, Executive Director
Qe[x.tVe,F;l, BY HOUSG AUTH I-O LK A T
ON /n--09
VERIFIED BY: (
Ofiginal on file with City Clerk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
MAY 13, 2009
I. CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RDA/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Members Absent:
Veronica Tapia, Redevelopment Accountant II
Teresa Vakili, RPM Company
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of April 8, 2009.
With a Motion made by Commissioner Turner and seconded by
Commissioner Tucker the minutes of April 8, 2009 were unanimously
approved.
1
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
May 13, 2009
Verna Smith reminded the Commission to be careful discussing certain items
that may possibly be on the Agenda prior to a meeting being called to order or
adjournment, as discussed with City Attorney Dave Erwin at the last meeting.
She noted that if the Commissioners have an item they would like to discuss
they should call her and she would bring it up during a meeting for discussion.
A copy of a memo from Janet Moore regarding Leo Sullivan's resignation was
provided to the Commission.
Verna Smith commented that Mr. Sullivan had a world of experience and great
ideas; she expressed how he will be greatly missed.
Janet Moore expressed sincere regrets with regard to Mr. Sullivan's
resignation, stating that he is very active in Palm Desert and is currently on the
board of O ce of Aging. She noted that she had recently spoken to him and he
indicated that he had seen a lot of changes and transitions with regard to the
Housing Commission. He wished all the members good luck and mentioned
that if he had any questions he would attend a meeting.
Given that the Housing Commission now has two vacant seats available, Mrs.
Moore advised that a quorum consists of three (3) members.
Richard Kelly, Councilmember Liaison, reported that there two openings for this
Commission; one being a resident from the Housing Authority properties as
well as an "at large" position. Mr. Kelly asked the Commission to encourage
anyone they might know interested to apply. Applications on file were reviewed
and found that there is no interest for this Commission. He reported that the
City Council will be conducting interviews soon for vacant seats available for
Committee and Commissions within the City of Palm Desert.
Teresa Vakili stated that the tenants at the affordable housing properties will be
notified of the openings.
Janet Moore informed the Commission of the dedication ceremony of the
Habitat for Humanity home scheduled for Friday, May 22, 2009. She stated that
a short ceremony will take place that will include the turnover of home keys to
the homeowner and a tour of the home. She noted that HabitaYs dedications
show the work done to accomplish affordable housing by bringing it right down
to the homeowner.
7
Housing Commission
Minutes May 13, 2009
Mr. Kelly sent his regrets, stating he will not be available on that date. He stated
that this will be the first dedication that he misses; expressing that Habitat for
Humanity is a really great program.
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
Jane Turner referenced the memo provided by Jessica Gonzales and asked if
there had been changes in personnel and/or promotions since Janet Moore
usually reports on the summary.
Janet Moore stated that staff compiles the information for the summary and
therefore felt it would be appropriate that they report and answer questions.
C. MONTLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for March.
Wade Tucker commented that Las Serenas had a high vacancy.
Teresa Vakili stated that most move-outs at Las Serenas were due to residents
moving all at once.
Richard Kelly, Councilmember Liaison, asked about move-outs during the end
of the school year.
Ms. Vakili replied that only the multi-family properties have activity with regard
to move-outs during that time especially Desert Pointe Apartments.
Mr. Tucker commented that when he moved to Las Serenas ten years ago the
property was very stable with only one move-out a year.
Teresa Vakili clarified that the report reflects monthly totals and not weekly as
stated on the report.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for March.
3
Housing Commission
Minutes May 13, 2009
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
March.
Verna Smith asked about the wait list in place at the properties.
Teresa Vakili reported that most senior properties have depleted their wait lists.
An outreach of availability opportunities was made to include the Joslyn Senior
Center.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the update.
In reference to the Notice of Completion at California Villas, Mr. Conway
reported that Phase A was awarded in February of 2006 and Phase B was
awarded in March of 2007. Although the property was acquired in 2003, it was
stabilized prior to the renovation efforts.
Wade Tucker commented that he had driven by the property and was
impressed with the outcome.
Mr. Conway reported on the Virginia Graeme Baker Act stating that the Act was
put into place by Federal Law on December 20, 2007. The Act requires public
pools to upgrade pools and spas to eliminate entrapment situations. There
have been incidents reported where children got stuck on drains due to poor
drain covers and/or too much suction in the pump lines. There are several
options for compliance such as split main drains and vacuum release pumps
both of which require approved drain covers. The vacuum release system also
includes software that recognizes blockage and automatically shuts the pump
off. This system was installed to those pools that were not re-plastered as part
of the renovation efforts and did not have the opportunity to split the drains. We
have chosen to add the variable speed pumps to our vacuum release for added
energy savings along with rebates. All pools and spas have been upgraded to
comply with the Act; all equipment is in place. Also in place as a component to
the requirement is an emergency shut-off switch. The pools are currently in
review by the Riverside County Health Department.
Housing Commission
Minutes
VI. NEW BUSINESS
A. CALIFORNIA VILLAS — NOTICE OF COMPLETION
Rec: By Minute Motion:
May 13, 2009
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Tucker to forward the recommendation to the
Housing Authority to authorize the City Clerk to file a Notice of
Completion for the project known as California Villas Phase "B"
Site Renovation (Contract No. HA 23650C) as completed.
James Conway reviewed the staff report, stating there are minor items to
complete.
B. NEIGHBORHOOD STABILIZATION PROGRAM
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward the recommendation to the
Housing Authority to authorize the approval of Neighborhood
Stabilization Program
Veronica Tapia summarized the report provided to the Commission for review.
She stated that last year as part of the Housing and Economic Recovery Act,
Congress allocated $3.92 billion for Neighborhood Stabilization Programs
NSP) to those areas with the greatest need. Need was defined by the number
of foreclosures, sub-prime mortgages, and the potential for future foreclosures
in a given area. The State of California received an allocation of $145 million
which has since been allocated to jurisdictions throughout the State.
Palm Desert has been designated as a Tier 2 Jurisdiction, making the City of
Palm Desert eligible for $326,784 in NSP funding. In order to apply for Tier 2
monies, the State has a minimum threshold of $1 million. To meet this
threshold, the State permits jurisdictions in Tier 2 to combine their allocations
with other contiguous jurisdictions through a joint agreement. It is our intent to
enter into a joint agreement with the County of Riverside, City of Coachella,
and the City of Palm Springs in order to access these funds.
5
Housing Commission
Minutes May 13, 2009
The Action Plan consists of five activities as required by the program.
However, at this time, the primary focus of the Plan will be to provide an
enhanced First-Time Home Buyers (FTHB) Program, which will provide
qualified homebuyers assistance in purchasing foreclosed homes in designated
areas within Palm Desert.
The purpose of the public hearing is to provide an opportunity to all persons
who may be affected by the proposed activities to participate and comment
prior to submission of the application for funding.
Richard Kelly, Councilmember Liaison, asked who would benefit from this
program.
Janet Moore stated that the NSP program is designed to provide down
payment assistance to households whose incomes are less than the 120% of
the area median income. The program could provide assistance up to
75,000.00, a deferred loan with no interest.
Upon question of special requirements, Mrs. Moore stated that the only
requirement would be the reporting portion of the program which is similar to
our existing CDBG program.
Applicants that did not meet the $1 million threshold individually are required to
submit a joint application. Therefore, the City of Palm Desert will partner with
the City of Palm Springs, City of Coachella as well as the County of Riverside;
two Tier 2 cities from Riverside County declined to participate. Mrs. Moore
noted that the County of Riverside was initially allocated $48 million dollars for
this purpose; they did not identify City of Palm Desert as a greatest need.
Riverside County will be responsible to disburse the monies appropriately to the
cities requesting funding.
The application is required to be filed by June 15, 2009. Cities will have 18
months to spend the money. Mrs. Moore noted that this is a City program
however; the Agency will administer the money as well as the qualifications of
applicants.
Wade Tucker asked about the target areas identified; Mrs. Moore replied that
the target areas were identified by foreclosure rates.
0
Housing Commission
Minutes
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
May 13, 2009
Newsletters were provided to the Commission for May.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report, stating there is more activity this year
than last year.
IX. NEXT MEETING DATE — June 10, 2009
ADJOURNMENT
With members of the Housing Commission concurrence Verna Smith, Housing
Commission Chair, adjourned the meeting at 4:06 p.m.
1.-l.l.l l.ClJ `ti-J
Patty Leon, 2ecording Secretary
7
i
j
I I ,
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR )
DATE
SUBJECT:
MAY 14, 2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held May 13, 2009:
April 8, 2009
Please submit to the Housing Authority Board.
Thank you.
cc: John Wohlmuth, Executive Director
LU
v
Recei v e'
F-P. RY HOUSG AUTH 5-
ON -'
r)_a-%
VERIFIED BY m
Origina on file with City Clerk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
APRIL 8, 2009
CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Dave Yrigoyen, Director of RDA/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
III.
IV.
Teresa Vakili, RPM Company
Dave Envin, Best Best and Krieger
ORAL COMMUNICATIONS
CONSENT CALENDAR
Members Absent:
Leo Sullivan
Natalie Russo
MINUTES of the Regular Housing Commission meeting of March 11, 2009.
With a Motion made by Commissioner Tucker and seconded by
Commissioner Lewis the minutes of March 11, 2009 were unanimously
approved.
V. REPORTS AND REMARKS
Housing Commission
Minutes
A. COMMISSION REPORTS
April 8, 2009
New Legislation Affecting How Legislative Bodies Communicate
SB 1732)
A letter from the District Attorney regarding the Brown Act was
provided to the Housing Commission as informational. Janet Moore
stated that the meeting dates are optional to attend.
She noted that the Housing Commission members are required to
attend ethics training every two years. A notification is sent by the City
Clerk's office of upcoming meeting dates for the training.
Mrs. Moore introduced Dave Erwin, City Attorney, present to update
the Housing Commission on new changes to the Brown Act. She noted
that Mr. Erwin routinely attends committees/commissions to provide
updates on the Brown Act and answer any questions.
Dave Erwin stated that the Brown Act has been in effect for many
years and otherwise known as the Open Meeting Law. He explained
the basic regulations regarding public meetings and advised that all
meetings of the legislative body shall be open and publicized for which
an agenda is posted 72 hours in advance. Closed session meetings
have specific exceptions and are typically pertaining to personal and
litigation issues as well as real property negotiations. A legislative body
is any governing body of a local agency, a City Council, a voting
Board, Commissions and Committees appointed by the City Council.
He noted that the Brown Act has been recently amended sufficiently to
include criminal sanctions for violations of the Brown Act. He reminded
the Commission that staff is not part of the legislative body and
therefore are not subject to the Brown Act. He stated that he is making
the Commission aware of some of the elements so they do not
inadvertently do something that would be subject to any sort of
sanctions according to the Brown Act. He noted that there are some
limited exceptions for putting items on the agenda that arise at a later
date and by a 4/5 vote the item may be added to the Agenda for
discussion.
Mr. Erwin referenced the memo from Best Best and Krieger provided
to the Commission and read a section that is now in place:
A majority of the members of the Legislative Body shall not, outside of
the meetings authorized by this chapter, use a series of
communications of any kind directly or indirectly, discuss, deliberate, or
2
Housing Commission
Minutes April 8, 2009
take action on any item of business that is within the subject matter
jurisdiction called the Legislative Body."
Mr. Erwin explained that if two members of this Commission consisting
of seven members, majority is four, engage in a conversation within
the subject matter jurisdiction, meaning an item that might require
action, but iYs not on the agenda, and they each speak to someone
else it constitutes a violation of the Brown Act because it has become a
meeting.
He provided an example of an organization that canceled a trip to a
production facility within their jurisdiction matter because there were
too many legislative bodies invited.
He advised Commission members not to discuss any items within the
subject matter jurisdiction while attending City functions. At this time,
the legislative body for the City of Palm Desert is not under scrutiny but
to be cautious in the event it is. He further noted that if this
Commission had any questions or concerns he may be reached at
Best Best and Kreiger.
Verna Smith asked about Commission members attending tours and
grand openings to facilities within the subject matter jurisdiction.
Mr. Erwin responded that as long as those functions are posted as an
open meeting and open to the public, the Commission is free to
discuss any matter related.
Jane Turner asked for clarification as to the members of the legislative
body.
Mr. Erwin reiterated that the Legislative Body is the governing body,
City Council, a Commission or Committee Board or other body of the
local agency with a permanent or temporary decision making or
advisory of the legislative body.
Wade Tucker asked if he discussed an agenda item with his wife and
his wife decides to communicate the related matter with someone else,
would that constitute as a violation of the Brown Act.
Mr. Erwin stated that it would not be a violation since she is not part of
the legislative body. He reiterated to the members of this Commission
to refrain from speaking with one another on matters within the subject
matter jurisdiction outside Brown Act meetings.
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Housing Commission
Minutes April 8, 2009
Mrs. Moore stated that staff is taking every precaution with regard to
the Brown Act requirements. The agenda and agenda items emailed to
commission members will restrict email addresses in the event a
member inadvertently "Replies to All" with a question regarding the
Agenda which will automatically create a meeting resulting in a
violation of the Brown Act.
Ms. Turner asked if Commission members are allowed to obtain a list
of addresses and phone numbers of inembers of this Commission.
Mrs. Moore stated that the City Clerk had indicated that if the
Commission members provided those numbers amongst themselves
that would be fine, but typically was not provided by their office. She
noted that this request may be revisited with the City Clerk.
II. Replacement Housing Plan
A draft version of the Replacement Housing Plan for Country Village
was provided to the Commission as informational.
Janet Moore stated that this plan was developed as a result of the
redevelopment of Country Village. Redevelopment Law states that
whenever units are destroyed or removed, the Agency is required to
create a plan that identifies where replacement units could be built.
She referenced the last page of the plan that lists expected locations of
replacement units. She noted that some of replacement locations are
not in a Project Area which is beneficial to the Agency since affordable
housing units outside a Project Area count for only half a unit for
inclusionary purposes. Once the Agency identifies units that are to be
used as replacement, they cannot count as produced affordable
housing since the Agency is replacing existing units. Fifty-six units
were deemed affordable at Country Village of which cannot be counted
towards housing production. Therefore, the Agency identified existing
units, outside a Project Area, to be used as replacement to allow all of
the units developed at Country Village's site as production. This item
will be forwarded to the Redevelopment Agency Board for approval at
their second meeting in April.
Mr. Tucker asked about the new concept in terms of two-story
buildings on that site.
Mrs. Moore mentioned that not all the buildings are designed to be
two-story.
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Housing Commission
Minutes RiIE:'1I1]
Martin Alvarez mentioned that he will provide a brief explanation of the
new concept during the power point presentation.
Jane Turner asked for clarification of existing units.
Janet Moore replied that the Agency uses whaYs called "Banked" units
which mean previously existing housing units that meet the
requirement from being restricted. Las Serenas is owned by the
Agency and deemed affordable which meets the criteria. In the event
those units are counted towards our stipulation requirement, they only
count for half towards the inclusionary requirement for the
Redevelopment Agency because the units are outside a project area.
There is a stipulated requirement, Regional Housing Needs
Assessment (RHNA) requirement, inclusionary requirement, and
replacement requirement. If units are counted in the replacement
category they cannot be counted in any of the other categories. Only a
certain number of units will be used from Las Serenas as replacement
units and will no longer be counted in the other categories. She noted
that the Agency used the best option for replacement that would be
beneficial to the housing production. She further noted that although
the requirements may sound complicated, iYs all classified as
affordable housing. The only time the requirements are separated is
when the Agency reports to the State.
Mrs. Moore reported that another possible replacement housing plan
will be presented to the Commission for a property being considered at
a future date. She noted that the plan does not change the operation of
the properties nor does it change the terms of who manages them.
B. SUMMARY OF CITY COUNCIL, REDEVELOPMENT AGENCY, AND
HOUSING AUTHORITY AGENDA ITEMS AND ACTIONS
The summary was reviewed by the Commission.
Martin Alvarez reported that a Notice of Completion for Country Village will be
presented to the Redevelopment Agency Board for approval at their April 28th
meeting.
C. MONTLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for February.
5
Housing Commission
Minutes April 8, 2009
As a request by a Commission member, a column was added to include totals
for Qualified and Non Qualified Traffic.
Verna Smith inquired on Falcon Crest status.
Janet Moore stated that there is one property at Falcon Crest that has been
forvvarded to the Redevelopment Agency Board for approval to acquire. She
noted that the for-sale wait list is down. There has been some outreach in the
City's Brightside with regard to the affordable for-sale program. At this time, the
Agency will purchase the property back and look for a qualified buyer based on
the terms of the Falcon Crest program. She further stated that there are a few
homeowners who have income issues and have contacted the Agency for
advice. The Agency has not been notified of any defaults filed for either
development.
Wade Tucker asked about the financing of the Falcon Crest homes.
Mrs. Moore stated there is a combination of financing. There are three loans on
each Falcon Crest home to include a first mortgage with either Wells Fargo or
Country Wide, a second loan in favor of the Redevelopment Agency, and a
third loan by the City for the purpose of down payment assistance. The third
loan was awarded to the City of Palm Desert in a form of a grant. It has been a
year since the project sold out. There a few homeowners with income issues
and possible non-payment of mortgages that have been encouraged to inquire
on foreclosure counseling and/or catholic charities. One major problem
reported at both Desert Rose and Falcon Crest is the non- payment of
Homeowners Association dues. Violation letters are sent to those homeowners
who are in default of HOA dues. The Agency receives notifications from the
Homeowners Association when homeowners are substantially behind. While
it's not the responsibility of the Agency to collect HOA dues, letters are sent to
homeowners to remind them of their obligation per their affordable housing
agreement. The HOA may file a lien against their property and possibly
foreclose; therefore the Agency will do everything in their power to maintain the
properties affordable.
Teresa Vakili reported on the traffic count stating that most traffic is by
telephone calls; One Quail Place is the only property that gets a lot of walk-ins.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for February.
Housing Commission
Minutes April 8, 2009
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
February.
As a request by a Commissioner at a previous meeting, a column that shows a
comparison of monthly totals to the previous year was included at the bottom of
page 3.
Wade Tucker asked for clarification of the numbers in parenthesis.
Janet Moore stated that those numbers represent a negative in that category. It
is expected that the Housing Authority properties would not be able to fund
themselves simply from rents due to the income levels at the properties.
However, 20% set aside money derived from tax increments are utilized to
offset those negatives.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report.
Upon request, Mr. Conway provided a brief explanation on the Virginia Graeme
Baker Act, stating that the Act requires public pools to install equipment that
prevents pool drain entrapment. One recommendation is to split a single drain
system into dual drains to reduce the possibility of a drain blockage. Additional
safety upgrades include the installation of Intelli Flo (vs + svrs) vacuum release
pumps that shut down pumps when blockage takes place on a single drain.
New safety drain covers were installed that allow 3" of clearance to prevent hair
or other things from getting trapped in the suction area.
Mr. Conway also mentioned that the City of Palm Desert's Set To Save
program allows residential owners to install these preventive measures in their
homes; a savings of several thousand dollars a year. The cost to upgrade the
Housing Authority pools was approximately $40,000 of which the Agency
received $12,000 back in rebates. The annual savings is considered over
80,000.
Wade Tucker inquired if security cameras are installed at the Housing Authority
properties, stating several incidents at Las Serenas where outside guests have
been seen opening doors and going through garbage cans as well as a recent
theft incident in the laundry facility.
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Housing Commission
Minutes
G.
W
Rec:
VII.
IiI::
Janet Moore stated that One Quail Place has security cameras installed.
Courtesy patrol inspects the properties as part of their daily routine. The
installation of security cameras has been considered but is costly since most of
the cameras at One Quail Place have been vandalized. Staff is also discussing
this matter with the City Attorney with regard to the issue of privacy since the
properties are technically not considered public. Signs are posted at the
properties that read "no soliciting", "under surveillance" etc. Mrs. Moore noted
that residents are encouraged to report any issues to the property manager
since they are familiar with the property.
Teresa Vakili stated that with a large complex as Las Serenas where there are
a lot of vehicles, iYs typical to attract thieves. Tenants are encouraged to report
any incident to the property managers.
Mr. Conway stated that most of the property managers attend seminars
provided by the Sheriff's Crime Free Prevention who have also done several
presentations at the properties.
COUNTRY VILLAGE DEMOLITION PRESENTATION
A power-point presentation was provided by Martin Alvarez of Country Village's
deconstruction project. Mr. Alvarez reported that although the goal was to
divert 75% of construction debris currently over 80% has been diverted from
landfills.
NEW BUSINESS
AWARD OF CONTRACT TO ASSOCIATION
REPLACEMENT FUND STUDY
By Minute Motion:
RESERVES, INC. —
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward the recommendation to the
Housing Authority to authorize staff to negotiate a professional
services contract with Association Reserves, Inc. in an amount
not to exceed $49,250.00
Janet Moore reviewed the staff report.
CONTINUED BUSINESS
Housing Commission
Minutes
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
April 8, 2009
Newsletters were provided to the Commission for April.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report.
IX. NEXT MEETING DATE — May 13, 2009
ADJOURNMENT
With members of the Housing Commission concurrence Verna Smith, Housing
Commission Chair, adjourned the meeting at 4:43 p.m.
U l-/ 'v
Patty L ecording Secretary
E
I----
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY-f' %\
Iv
DATE:
SUBJECT:
APRIL 9 2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held April 8, 2009:
c-ir c!'c z/
MARCH 11, 2009 BY HOUSG AUTH 5 O
Please submit to the Housing Authority Board. pN y 09
Thank you. VERI IED BY: /!;//i
Original on file with City Glark's Off+^
cc: John Wohlmuth, Executive Director
C l
Q
9
l1
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
MARCH 11, 2009
I. CALL TO ORDER
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Leo Sullivan
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RDA/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Donnie Garibaldi, RPM Company
Marilyn Mack, RPM Company
Spencer Knight, Landscape Manager
Veronica Tapia, Redevelopment Account II
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Members Absent:
A. MINUTES of the Regular Housing Commission meeting of February 11, 2009.
Housing Commission
Minutes March 11. 2009
With a Motion made by Commissioner Turner and seconded by
Commissioner Lewis the minutes of February 11, 2009 were unanimously
approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Verna Smith informed the Commission that Natalie Russo and her had met with
Janet Moore to discuss ideas to better serve the Housing Commission. One
idea discussed was the possibility of canceling meetings that do not have
action items and possibly visit a property in a project phase; both Natalie Russo
and Verna Smith felt it would be beneficial to new members. Also suggested by
both commissioners is the ability to allow Commissioners to have a platform
during the course of the meetings to voice their opinions and be inquisitive
about anything without interrupting the meeting; Mrs. Smith felt it was a little
stiff in the past. She also stated that she would like more input from Mr. Richard
Keliy from the standpoint of the City Council. She further noted that she would
like to see the Commission interact more and expressed that the Commission
is here to be supportive of staff.
Wade Tucker asked about the process of canceling a meeting.
Janet Moore stated that in the event a meeting could be canceled the Chairman
would be contacted and then the meeting may be canceled. Canceled and
adjourned meetings are posted on the City's public bulletin boards.
Mrs. Smith asked the Commission on their thoughts with regard to canceling
meetings with no action items.
Jane Turner stated that she always felt it was not a good use of her time to
come in when there were no action items to discuss at a meeting. She
expressed that she was in favor of canceling a meeting that did not require
action from the Commission.
Donna Lewis agreed and asked that the monthly informational reports be
mailed in the event a meeting is canceled.
Leo Sullivan commented that this topic has been discussed in the past, given
that he has the most tenure as a member of this Commission. He noted that a
meeting went dark one year and an item had to be rushed the following month.
He expressed that he personally did not like to see a meeting go dark for that
reason. He also stated that staff has brought last minute items to the agenda
for the Commission to act on.
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Housing Commission
Minutes March 11, 2009
Mrs. Smith noted that if there was an emergency item it would definitely call for
a meeting. She stated that meetings will go forward as scheduled and if there is
a need to cancel a meeting Janet Moore and herself will make that decision.
Ms. Tuner asked if the Commission could meet via conference call.
Mrs. Moore replied that a conference call would be di cuit since all meetings
require taking minutes. She noted that in the event the Commission would like
to meet at a property, she suggested meeting on the same day and time as the
Housing Commission meeting since it would have to be posted and identified
as a meeting. She reported that the City Attorney will be present at the next
meeting to discuss the Brown Act which had some changes that apply to the
Commissioners.
B. MONTLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for January.
C. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for January.
Jane Turner asked if the tra c count may be added to the Report.
Teresa Vakili replied that the traffic count may be added to the Report. Wait list
applicants are contacted by telephone (limit of two calls) and mail with a
respond timeframe of ten days. Walk-in tra c is determined on whether
qualifications are met according to the program.
Donnie Garibaldi stated that the traffic report is currently kept internally and
used to assist RPM with advertising and other relative purposes.
At this time, Donnie Garibaldi, President of RPM Company, and Marilyn Mack,
Chief Officer of Operations, were introduced to the Commission.
Verna Smith welcomed both RPM guests and commented that Teresa Vakili
does a wonderful job for the Housing Authority.
3
Housing Commission
Minutes March 11, 2009
D. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
January.
Verna Smith asked about Natalie Russo's request at the last meeting to include
a column with respect to the monthly totals for the prior month for comparison.
Janet Moore stated that her comment with regard to the monthly totals for the
prior month will be included on a going forward basis. She mentioned she
would review the Report to compile that information. She apologized that it was
not included this month and stated that staff has been working on the budget.
E. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report and addressed projects in process such
as California Villas Phase II, recycling enclosures, pool equipment upgrades to
comply with the Virginia Graeme Baker Act, and Taos Palms renovation efforts.
Pictures of Country Village demolition progress were distributed to the
Commission. Martin Alvarez stated that the demolition is 75% complete. All the
structures have been removed. The contractor is sorting through all the wood,
metal, and beams to reuse as well as the asphalt and concrete, including
footings and slabs that will be used as base material for future driveways and
roadways. He noted that a complete report of the demolition process to include
a slideshow will be presented to the Commission at the next meeting.
Verna Smith asked if there was more interest from contractors bidding for
projects considering the economy. James Conway replied yes.
Natalie Russo inquired on the total number of service requests compared to the
previous months.
Teresa Vakili responded that there is an average per property and per unit size
ranging from 40% to 60% of service calls. Some of the service requests
mentioned were AC/heater and/or leaking faucets with same day turnaround.
VI. NEW BUSINESS
A. AWARD CONTRACT NO. C28410 TO TREE ELEMENTS, INC. OF YORBA
LINDA, CALIFORNIA FOR THE CITYWIDE TREE PRUNING PROGRAM
PROJECT NO. 932-09)
0
Housing Commission
Minutes March 11, 2009
B. AWARD CONTRACT NO. C28420 TO LEON'S LANDSCAPING & TREE
SERVICE, INC. OF THOUSAND PALMS, CALIFORNIA FOR THE CITYWIDE
TREE REMOVAL PROGRAM (PROJECT NO. 933-09)
C. AWARD CONTRACT NO. C28400 TO ANDY'S LANDSCAPE PLUS, INC. OF
BERMUDA DUNES, CALIFORNIA FOR THE CITYWIDE PALM TREE PRUNING
PROGRAM (PROJECT NO. 931-09)
Spencer Knight reviewed the staff reports, highlighting all three components of the
yearly tree maintenance efforts within the City to include Housing Authority
properties. In past years, all three maintenance services were included in one
contract and proved to be a problem in terms of schedules. Last year the services
were split in three separate contracts and found that there are a number of local
tree pruning companies that are experts at pruning palm trees and are more
economical. He noted that most outside tree pruning companies are not experts
with palm trees. In addition, staff got a better unit cost by separating the contract
for the palm trees. The tree removal was also separated since it always got done
at the end of the contract which created scheduling problems for other projects.
From a budgetary cost standpoint, Mr. Knight stated that the trees are not pruned
every year. Trees are on a schedule and pruned anywhere from 3 to 5 years.
There are certain trees that get pruned every year due to their growth habit such
as mesquite trees. He noted that when he is requesting tree pruning services
every year it does not necessarily mean every tree is being pruned with the
exception of the palm trees.
Verna Smith questioned why the palm trees at Desert Wiliow were not pruned.
Mr. Knight stated that Desert Willow was designed to have a naturalistic style.
There are a number of facilities that have the naturalistic design such as Entrada
Del Paseo, Baja Park, and Desert Willow.
Wade Tucker questioned the olive trees and stated there are a number of olive
trees at Las Serenas that make a mess every year.
Mr. Knight replied that the trees located at the Housing Authority properties are
sprayed yearly. However, there is only one licensed spray company in the
Coachella Valley that missed their timing this year. Staff is looking into this matter
and might have to seek spray companies outside the valley which may increase
the unit cost.
Janet Moore stated that besides spraying the olive trees at the properties there
are other items that are taken into consideration by the Landscape Department.
The arborist has a different perspective of pruning trees and its proper timing but
5
Housing Commission
Minutes March 11, 2009
has been considerate of the residents and their use of the properties. One
example provided was the issue from the palm trees' flowers in the pools and how
the timing to prune them may not be necessarily conducive to residential use.
Mr. Knight mentioned that each tree is an individual and bloom on their genetic
cycle depending on climatic conditions. If the palm trees flower stocks are pruned
too soon they push another stock and end up flowering twice a year. He noted
that if this becomes an issue they can prune twice a year but will be costly.
Mr. Tucker questioned how long the palm trees are kept tied once they are
planted on the ground.
Mr. Knight replied that the University of California conducted two studies with
regard to tying palm frawns and found that it does not affect the facilitation to
transplant the trees. The theory behind tying the palm frawns is to avoid losing
moisture which can cause the palm tree to go into stress early. In addition, tying
the palm trees stops the production of sugar which depletes their food supply to
grow and re-root. Mr. Knight explained that there is only one major palm tree
supplier for large palm trees in the Valley and they don't deliver them untied.
Donna Lewis commented on contracting with the lowest bidder and asked if that
was a standard procedure.
Mr. Knight stated that it was mandated to award a contract to the lowest bidder
unless staff can establish a cause that the contractor can't execute the
requirements.
Upon question of the contractors' qualifications, Mr. Knight noted that most of the
companies listed on the staff reports have done work for the City of Palm Desert
and have shown they are qualified to do this type of work.
Janet Moore added that there are some situations, not necessarily in this case,
where qualifications are essential. She noted that in this case, these companies
have to demonstrate they are able to perform this type of work and then staff is
obligated to contract with the lowest bidder.
Mr. Knight explained the qualification process. Trees service companies are
required to have an ISA Certification, Arborist Certification from the International
Society of Arboriculture. Furthermore, they are asked to cut a tree at the Civic
Center Park as part of the qualification process and trained until acceptable. If the
contracted company deviates from the requirement, they are pulled from the job
and retrained again until acceptable.
Mr. Knight stated that the Housing Authority properties have conventional
landscaping since the properties are older. Native plants are pruned the
0
Housing Commission
Minutes March 11, 2009
naturalistic style which means the plants are pruned to encourage the normal
growth habit as opposed to a particular shape such as a box or ball as seen in
some of the Housing Authorities properties. He noted that the plant material in
Palm Desert is desert design and are pruned the naturalistic style. He further
mentioned that the palm trees are pruned horizontal as opposed to the 180 paint
brush style.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to forward the recommendation to the Palm
Desert Housing Authority to approve an award of Contract No. C28410
to Tree Elements, Inc. for the Citywide Tree Pruning Program 2009 for
the Housing Authority in the amount of $34,869.38 plus 10%
contingency.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to forward the recommendation to the Palm
Desert Housing Authority to approve an award of Contract No. C28420
to Leon's Landscaping & Tree Service, Inc. for the Citywide Tree
Removal Program 2009 for the Housing Authority in the amount of
2,125.00 plus 10% contingency.
Rec: By Mintue Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to forward the recommendation to the Palm
Desert Housing Authority to approve an award of Contract No. C28400
to Andy's Landscape Plus, Inc. for the Citywide Palm Tree Pruning
Program 2009 for the Housing Authority in the amount of $7,627.50 plus
10% contingency.
D. SAGECREST SENIOR APARTMENTS
Janet Moore summarized the memo provided by Veronica Tapia which proposes
the 2008-2009 budget for Sagecrest Senior Apartments. As previously mentioned
at the last meeting, Janet Moore stated that the Agency acquired the newly
constructed property known as Sagecrest Senior Apartments adjacent to
Sagecrest and Laguna Palms. The goal, long term, is to eventually combine both
Sagecrest and Sagecrest Senior properties and determine a budget that will be
7
Housing Commission
Minutes March 11, 2009
suitable for multi-family and senior units. A family home located in front of the
Sagecrest Senior site was also acquired by the Redevelopment Agency. Once the
existing owner vacates the home, staff will have access to the property. The
Agency will now own the properties contiguous from the corner of San Pascual to
Laguna Palms.
Mrs. Moore stated that based on the discussions during the Housing Authority
tour in November with regard to the use of the existing Sagecrest property, it was
determined to possibly deconstruct. Based on the analysis from local architects,
the drainage and ADA accessible rehabilitation of the site is not the best option. In
the event Sagecrest is deconstructed, both properties will be combined and made
usable for Housing.
Mrs. Moore stated that the budget for Sagecrest Senior is a suggestion based on
past history of senior properties of equal size. A significant portion of the existing
14 unit (Sagecrest) budget has not been used and therefore staff is asking
permission to subsume Sagecrest Senior's budget into the current existing
budget. Staff is not asking for an appropriation at this time; this information is
being provided to the Commission to make them aware of the changes and the
allocated expenses to the senior site. She noted that the units are not subject to
capital improvements but livability adjustments even though they are brand new.
One issue mentioned was the water heater location situated 6 ft from the ground
on top of a pantry. Staff is looking into bringing the water heaters to ground level
to avoid future leaks. This alteration is expected to be completed before the units
are occupied. Staff is working with RPM to install doors to enclose the water
heaters.
Leo Sullivan asked about the amount allocated for Total Rental Income, given that
the property is vacant.
Mrs. Moore anticipates occupancy by June 2009 and therefore an amount was
budgeted for the total rental income.
Upon question, Mrs. Moore stated that Sagecrest Senior Apartments consist of
fourteen (14) one-bedroom apartments with an age limit of 62. All of the other
senior Housing Authority properties are 55 and older. She noted that staff might
request for special consideration to make a recommendation to alter the age limit
as the rest of the senior properties. She explained that when the property was
built by a private developer it was part of his requirement with the Planning
Department that it would be a restrictive property of 62 and older. She mentioned
that at one time, a Housing Authority property had an age limit of 62 and was
lowered to 55.
0
Housing Commission
Minutes March 11, 2009
Richard Kelly, Councilmember Liaison, stated that the City Council is the
responsible party for setting up the age restrictions and should be consistent with
all senior properties.
Mrs. Moore informed the Commission that the wait list at the senior properties is
down and by raising the age limit to 62 would make it difficult to keep the units
occupied.
Mr. Sullivan questioned how the figures for the Total Rental Income were
determined and commented that knowing what we have done in the past he felt
there should be zero income before the end of the fiscal year.
Mrs. Moore replied that those figures are calculated at an average rent of $450 a
month for a month and a half of occupancy. She noted that because the proposed
budget is being subsumed within the current Sagecrest budget a change to the
revenue will not affect the budget.
Mr. Kelly commented that staff has to provide some type of estimate and if the
Commission does not agree with the estimate then they should make a
recommendation to change it.
Mr. Sullivan commented that the way the Commission has looked at things and
the way things have been accomplished over the past several years, he felt it
should be zero at this point and wait until the next fiscal year.
Natalie Russo asked if there was a wait list in place for Sagecrest Senior
Apartments. She also inquired if the units will be occupied after the water heaters
have been relocated.
Ms. Vakili stated that there is a waiting list in place for this property. Once the
units are move-in ready, they will be shown to applicants.
Mrs. Moore mentioned that the alterations are minor and one unit will be modified
first to show wait list applicants. Staff will also take this opportunity to install
recycling bins.
James Conway stated that the installation of recycling bins has begun.
Natalie Russo commented that she would prefer to see an amount instead of zero
in hopes the units will be occupied by June.
Mrs. Moore stated that if the Commission agrees to zero for Sagecrest Senior if
rent is coilected the revenue will show an increase.
Housing Commission
Minutes
Rec: By Minute Motion:
March 11, 2009
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Tucker to accept the proposed 2008-2009
operations budget for Sagecrest senior apartments with a
change to the Total Rental Income of zero.
E. 2009-2010 BUDGET
Janet Moore referenced the memo provided by Veronica Tapia which summarized
the proposed budget that will be included in the City's Comprehensive Financial
Plan. The Director of Finance was made aware that if changes are suggested by
the Commission, a final approval might be in April to allow sufficient review from
the Commission. In the past, the Finance Director accepted the budget with
changes and/or suggestions from the Commission.
Mrs. Moore referenced page 3 and summarized the Totals for All Properties
Budget Comparisons. She noted that the Net Profit and Loss, Capital Expenses of
and Reserve Expense figures resulted in a negative after the Net Operating
Income. However, staff reviewed the capital and reserves expenses and found
those items to be typical improvements/upgrades. In addition, Teresa Vakili was
presented with a Reserve Expense of approximately 1.5 million dollars of which .
she reduced to 1.1 million. Both staff and RPM comprehensively reviewed each
line item and made the best efforts to be consistent with what is needed and
looked at items that may possibly be postponed. An example provided was the
pool furniture at One Quail Place which needs to be replaced but opted to dipping
and re-strapping at this time. The Reserve Expense items include the HVAC
systems, roof repairs and appliances with the exception of cabinets in kitchens
and bathrooms. There are monies set aside for unexpected incidents such as
fires. She also noted that the Housing Authority has cut their budget for the
properties by $230,000 and has an overall budget of about 5 million. She further
noted that RPM's contract will not have an increase this year and that RPM has
been very conservative with the budgets, given the constraints of the City and
Agency.
Upon question on the budget for Country Village, Mrs. Moore stated that the
money for the deconstruction project is in the budget. The proposed budget for
the new project is in the Redevelopment Agency budget. There is a line item in
the Agency's budget for 20 million dollars that is covered by bond funds for that
purpose; it is being proposed for the 2009-2010 budget year.
Mrs. Moore referenced the various sources of revenue to include laundry revenue
and also noted the expenses relative to last year.
10
Housing Commission
Minutes
Rec: By Minute Motion:
March 11, 2009
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Russo to forward the recommendation to the Finance
Director to include the 2009-2010 Palm Desert Authority Operating,
Capital, and Replacement Budgets in the City of Palm Desert's
Comprehensive Plan for 2009-2010 to be presented to the Housing
Authority Board for approval at a future meeting.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for March.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report.
Verna Smith asked if the work is contracted out or handled by staff.
Mr. Conway stated that the consultant coordinates the inspections, work write-
ups and contracts and then provides them to staff for review. The application
process is reviewed by the Housing Department.
As previously requested by Leo Sullivan, Mr. Conway provided two HIP signs
that show the comparison of a standard size to a larger size. He mentioned that
he had met with the Planning Department to verify the ordinance established
with regard to posting signs in residential areas.
Mr. Richard Kelly, Councilmember Liaison, commented that if signage is
needed we should be consistent with everyone else, i.e. real estate signs etc.,
to comply with the ordinance in place as well as avoid problems with
homeowners.
Commission agreed signage should comply with the ordinance established by
the Planning Department.
11
Housing Commission
Minutes March 11, 2009
Natalie Russo inquired on the Set To Save Energy Program and asked if those
upgrades can be done at the same time as a HIP project.
James Conway stated that the Set to Save program is a separate program and
is handled by the City's Office of Energy Management. There is a component in
the HIP program that allows homeowners to do energy upgrades such as retro
windows, efficient water heaters, etc.
IX. NEXT MEETING DATE — April 8, 2009
Janet Moore stated that the City Council meetings for May have been changed
at the request of the City Council to the 15 and 3`d Thursdays as opposed to the
2nd and 4`h. Mrs. Moore suggested that the Housing Commission meeting
remain on its regular scheduled meeting date of May 13th. Commission agreed
to keep the May 13`h meeting as scheduled.
ADJOURNMENT
With members of the Housing Commission concurrence Verna Smith, Housing
Commission Chair, adjourned the meeting at 4:37 p.m.
Patty Leon, F ecording Secretary
12
r - -
i
TO:
FROM:
DATE:
SUBJECT:
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
RACHELLE KLASSEN, CITY CLERK
PATTY LEON, RECORDING SECRETARY (
v)
MARCH 12, 2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held March 11, 2009:
r1.._
FEBRUARY 11, 2009 d(Y HOUSG AUTH Q
Please submit to the Housing Authority Board.
Ori /a i , a 9
Thank you. VERIr=1ED BY: 'p
Original on file with City erk's Office
O
cc: John Wohlmuth, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
CALL TO ORDER
FEBRUARY 11, 2009
Verna Smith, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Wade Tucker
Jane Turner
Members Absent:
Leo Sullivan
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for RedevelopmenUlnterm Executive Director
Dave Yrigoyen, Director of RDA/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Dori Burnside, Guest
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of January 14, 2009.
With a Motion made by Commissioner Tucker and seconded by
Commissioner.Lewis the minutes of January 14, 2009 were unanimously
approved.
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
February 11, 2009
Janet Moore reported on the budget considerations, stating that both the City
and Agency staff have been tasked to carefully review the budget for
2008/2009 as well as 2009/2010. The mid-year adjustments approved by the
Housing Commission have been forwarded to the Housing Authority for review.
Those adjustments were further reviewed to ensure there were no items that
could be adjusted. With regard to the budget for 2009/2010, staff reviewed
each line item to ensure that the budget will be expended. Staff also looked at
items that could potentially be delayed another year. She noted that staff is in
the process of doing a reserve study. Once a reserve study analyst is selected,
staff will bring that item to the Housing Commission for review. The analyst will
identify the capital assets of the properties that are included in the study and
assist in planning for future maintenance requirements as well as annual
reserve deposit requirements. She stated that the reserve study may have an
impact on the budget process, given that staff is taking a very comprehensive
approach. Staff will bring a preliminary 2009-2010 budget next month for the
Commission's review.
Verna Smith asked if the Agency is in the process of purchasing properties.
Mrs. Moore replied that staff is in the process of looking at a property adjacent
to a Housing Authority property. In the event the Agency acquires the property,
a budget will be brought forward for the Commission's review. This particular
property is a newly constructed senior complex consisting of 14 units, and
might require capital improvements to the interior of the units.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. MONTLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for December.
Verna Smith requested an overview of the Weekly Activity Statistics Report.
2
Housing Commission
Minutes February 11, 2009
Teresa Vakili stated that the Weekly Activity Statistics Report shows the
properties occupancy status. The report includes units in the categories of
vacant, occupied, pending as well as occupied units on notice to vacate.
Mrs. Smith referenced the Monthly Occupancy Status Report and asked as to
the process of filling up vacancies with applicants from the wait list.
Ms. Vakili responded that based on the Stipulation requirement a certain
amount of units have been allocated in the very low, low and moderate income
levels, which means that an applicant is selected from the wait list based on the
income level assigned for that unit. Applicants are contacted by telephone (limit
of two calls) and mail with a respond timeframe of ten days. At that time, the
applicant is required to provide updated income information in the event there
are any changes since their original placement on the list. Ms. Vakili further
noted that this process takes some time to accumulate all the documentation
needed to qualify.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for December.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
December.
Wade Tucker asked if the economy has affected any of the properties in terms
of rent payments.
Teresa Vakili stated that the affordable rental properties are not affected as
much as the market properties. She mentioned that during the last month there
were a couple of tenants who gave notices to vacate due to loss of
employment.
Janet Moore stated that there has been an increase in "emergency
recertifications" which means that when a household's income changes and
remains consistent for over 90 days a second recertification may be requested
to determine whether the rental rates need to be adjusted.
Natalie Russo referenced the report and asked if a column may be added to
include the monthly totals for the prior month for comparison.
3
Housing Commission
Minutes February 11, 2009
Mrs. Moore stated that she would review the report to include those figures on
a going forward basis.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
Pictures of Country Village demolition and Fire Department training session
were distributed to the Commission. Martin Alvarez stated that two of the
pictures show the removal of lead and asbestos prior to commencing the demo.
Jane Turner inquired on a date the demolition would be completed.
Martin Alvarez anticipated completion of the demolition early March.
Verna Smith inquired on the inspection of the roofs as previously discussed at
the last meeting.
James Conway stated that staff is currently working with two contractors that
will provide an evaluation of the conditions of the roofs of all the properties. He
reiterated that there is money in this year's budget to address priority items.
Mrs. Smith asked if all the units at Taos Palms will be upgraded.
Mr. Conway replied that the plan is to renovate all units. The renovation will
take place in two stages to allow the existing tenants to transfer to a renovated
unit. He noted that he anticipated going out to bid by mid March.
Ms. Turner inquired on the landscaping and water conservation at the
properties.
Janet Moore replied that the landscape at the properties is consistently being
reviewed to conserve natural resources. Climate activated sensors were
installed at both Laguna Palms and California Villas that measure moisture and
provides water to plants according to temperature.
Mr. Conway added that the sensors are self adjusted which means they are
able to shut down on rainy days. Most of the properties have drought tolerant
landscape with the exception of California Villas which had 100% turf and was
reduced to approximately 30% on usable areas. The landscape department is
very considerate to water conservation and have been mindful of keeping turf
out of projects unless the area is justified as usable space.
C!
Housing Commission
Minutes February 11, 2009
Mrs. Smith commented that there has been a lot of talk with regard to water
expense and/or lack of water and asked if the City has any plans for our water
supply.
Mrs. Moore stated that Landscape Manager Spencer Knight would be the
appropriate staff member to ask and stated he will be in attendance at the next
Housing Commission meeting.
Councilmember Liaison Richard Kelly stated that the City is a leader with
regard to water conservation. The City was the first City to include drought
tolerant landscape and climate activated controllers, a collaboration with
Coachella Valley Water District (CVWD). Also mentioned was the usage of
recycled water at golf courses.
Mr. Conway stated that staff is always looking at ways to conserve water at the
properties. One idea mentioned was to implement meters to reclaim and
recycle water specifically for landscaping. He noted that he had attended a
municipal water conference last year.
Mr. Kelly stated that reclaimed water uses a certain amount of regular water
due to its high level of chemicals, and therefore CVWD recently installed piping
to allow water from the Colorado River to Palm Desert and mix with the
reclaimed water.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for February.
Janet Moore reminded the Housing Commission that the newsletters are
available at the meetings and not mailed as part of the agenda packet.
Mrs. Moore also mentioned that it is not very cost effective to mail the agenda
packets with the sorters and asked the Commission if they would be willing to
keep the sorters and staff will mail the agenda items denoting the sorter
section. Commission agreed to keep their sorters and to have the agenda
items mailed.
At this time, Verna Smith informed the Commission of the "State of the City"
meeting at Desert Willow on Thursday, February 19, 2009, at 11:30 a.m.
Housing Commission
Minutes February 11, 2009
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report, stating there are 16 in the application
process.
Jane Turner asked on the time frame to process applications.
Mr. Conway stated that applicants take time to accumulate all the
documentation needed to qualify. Staff does encourage all interested applicants
to submit the documentation all at once to expedite the process. He noted that
there is a lot of documentation required with the application.
Janet Moore stated that once all the documentation is submitted it is a very
realistic turn-around as well as responses back to the homeowner.
IX. NEXT MEETING DATE — March 11, 2009
Councilmember Liaison Richard Kelly addressed the Commission and stated
as a member of this Commission there may be times that they might think the
meetings are quick and feel they are not doing as much as they ought to be
doing. He reminded the Commission that they are in charge of 14 multi-family
and senior properties including projects in renovation. He noted that Housing is
doing well thanks to the Housing Commission and staff who are doing an
outstanding job. He mentioned that this Commission is doing what they are
supposed to do even though a meeting might not last more than half an hour.
He noted that indicates everything is under control. He reiterated that they don't
have to have a longer meeting to prove they are doing a good job and in fact
the shorter the meeting the better job they are doing. On behalf of the City
Council, Mr. Kelly thanked the Commission for doing a great job and expressed
how valuable this Commission is for having one of the biggest operations in the
City.
On behalf of the Commission, Verna Smith thanked staff and stated that the
Commission depends on them.
ADJOURNMENT
With members of the Housing Commission concurrence Verna Smith, Housing
Commissi Cha journed the meeting at 4:00 p.m.
Patty Leon, ecording Secretary
0
TO:
FROM:
DATE:
SUBJECT:
1 _.
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
RACHELLE KLASSEN, CITY CLERK
PATTY LEON, RECORDING SECRETARYYj„
V
FEBRUARY 12, 2009
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held February 11, 2009:
JANUARY 14, 2009
Please submit to the Housing Authority Board.
Thank you.
R , -,d
BY HOUSG AUTH
ON 07 0• CI i'
VERI IED BY: K
Original on file with City lerk's Office
d
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
I. CALL TO ORDER
JANUARY 14, 2009
Verna Smith, Housing Commission Vice-Chair, convened the meeting at 3:30
p.m.
II. ROLL CALL
Present: Members Absent:
Donna Lewis
Natalie Russo
Leo Sullivan
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for RedevelopmenUlnterm Executive Director
Dave Yrigoyen, Director of RDA/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of December 10,
2008.
Housing Commission
Minutes
U
Q
With a Motion made
Commissioner Wade
unanimously approved.
January 14, 2009
by Commissioner Russo and seconded by
the minutes of December 10, 2008 were
Pending was Commissioner Verna Smith's acceptance to the o ce to which
she was elected; Verna Smith accepted the position as Chair for 2009.
REPORTS AND REMARKS
COMMISSION REPORTS
Martin Alvarez reported on Country Village. He stated that a Notice to Proceed
was recently issued for the deconstruction of 66 units. Subsequent to a 10-day
period to notify the Air Quality Control Board, the removal of lead and asbestos
will begin followed by the deconstruction. He noted that 75% of the materials
created by the deconstruction will be diverted from the landfills.
Upon question of an ADHOC subcommittee meeting, Janet Moore stated that
an architect is currently being sought, noting that it may be the same architect
that provided the conceptual design. Once an architect has been awarded a
contract, the ADHOC subcommittee will meet again.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. MONTLY OCCUPANCY STATUS REPORT
RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for November.
Natalie Russo referenced the Monthly Occupancy Status Report and
questioned the number of wait list contactees for Neighbors and Palm Village.
Teresa Vakili stated that Neighbors Apartments had four units that became
available the prior month and therefore the property manager contacted and
reviewed 38 wait list applicants to prequalify for those units. Wait list applicants
were also contacted to fill the remaining ADA units at Palm Village Apartments.
2
Housing Commission
Minutes January 14, 2009
Wade Tucker commented that Las Serenas recently had a high number of
move-outs. Teresa Vakili stating that several tenants either passed away or
requested to be transferred to assisted living facilities. Ms. Vakili noted that
once those units became vacant, RPM took the opportunity to upgrade before
preleasing.
Jane Turner asked on the vacant units at Palm Village, Teresa Vakili
responded that those units are ADA accessible and are not desirable to most
applicants, for that reason, the property manager has a hard time preleasing.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for November.
Verna Smith asked if the rents would have to be adjusted due to the economy
crisis.
Teresa Vakili stated that the economy has affected a lot of people in terms of
employment. The Administrative Plan states that a household's income has to
drop 25% for three consecutive months in order to determine any rental rate
adjustment. She noted that it would be difficult to recertify every month; tenants
are asked to recertify their eligibility on an annual basis. She noted that this is a
concern and is being addressed.
Wade Tucker asked if the income levels have been adjusted. Mrs. Vakili
responded that those are adjusted by the County of Riverside annually during
the month of April.
Janet Moore stated that the rent setting policy allow procedures to set and
implement rental rates annually, according to the area median income (AMI) for
Riverside County. She stated that a rent survey study is conducted by an
appraiser once every other year. The appraiser will identify the Housing
Authority properties and establish where the rent structure should be compared
to the market environment. On the alternating year, the rents are increased
based on the AMI increase for that year of approximately 2% or 3%. Mrs.
Moore noted that this increase should not be an issue with the tenants that are
not making more money. She noted that over the last ten years the consistent
increase has been an average of 3%. She further noted that a rent survey study
is being conducted this year.
E7
Housing Commission
Minutes January 14, 2009
Mr. Tucker asked if the other cities work the same way as Palm Desert in terms
of their rental structure.
Mrs. Moore replied that Palm Desert is unique in that Palm Desert own and
operate their affordable housing properties. In a lot of cases, such as other
cities, the developers that built apartment complexes own and operate them
such as Hovley Gardens Apartments. Their rents are established by the
parameters within their funding sources i.e. federal dollars.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
November.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Hbusing Authority properties was reviewed by the
Commission.
Leo Sullivan questioned the materials that might be salvageable during the
deconstruction of Country Village.
Martin Alvarez stated that the asphalt and concrete are items being considered
reusable for future parking lot areas and driveways.
With regard to the removal of boilers and water heaters at Country Village, Mr.
Alvarez stated that those items exist as mechanical equipment that can be
used at other apartment complexes. Other products mentioned as green waste
are wood and metal.
Mr. Sullivan inquired on the existing boilers at Country Village. James Conway
stated that the boilers are used for the heating equipment on certain buildings.
He noted that they are ray packs that can be utilized for pool heaters at other
properties.
Jane Turner questioned the roof conditions of the properties.
Mr. Conway stated that the roofs are in good condition. There is money in this
year's budget in the event repairs are needed. Roof contractors were contacted
to evaluate several of the rooftops in order to prioritize over the next five years.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
0
Housing Commission
Minutes
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
January 14, 2009
Newsletters were provided to the Commission for January.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report, stating he would bring photos of before
and after projects at the next meeting.
Leo Sullivan inquired on the HIP sign placed in front of homes during the
construction period, and how at one point there was a sizable sign, 4 x 4,
placed in front of a home located on Catalina Way.
Janet Moore stated that during a Make a Difference Day which involved several
homes, a larger sign was placed in front of a home.
Mr. Sullivan stated that a sizeable HIP sign would give the program more
visibility especially at Palm Desert Greens.
Mr. Conway commented that a larger size would be a burden to some
homeowners.
Upon further discussion of modifying the HIP sign to a larger size, Janet Moore
stated that there are restrictions with regard to the maximum allowed size to
post signs in residential areas, but would address this request with the Planning
Department.
Verna Smith stated that there were several inquiries with regard to the Set to
Save Energy Program at her residential complex.
IX. NEXT MEETING DATE — February 11, 2009
A. SCHEDULE OF HOUSING COMMISSION MEETING DATES FOR 2009
A memo was provided to the Commission listing the Housing Commission
corrected meetings scheduled for 2009.
5
Housing Commission
Minutes
ADJOURNMENT
January 14, 2009
With members of the Housing Commission concurrence Verna Smith, Housing
Commi ion Chair, adjourned the meeting at 3:55 p.m.
l .0 N 1 (/ l Q L
Patty Leon' Recording Secretary
I r
I._.L..
l .
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR
DATE: JANUARY 15, 2009
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held January 14, 2009:
DECEMBER 10. 2008
Please submit to the Housing Authority Board.
Thank you.
iY HOUSG AUTH -0
or 2 - I a l
VERI IED BY:
Original on file with City C erk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
DECEMBER 10, 2008
I. CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Leo Sullivan
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Patty Leon, Recording Secretary
Guest(s):
Veronica Tapia, Redevelopment Accountant
Teresa Vakili, RPM Company
Constance Ackryd, California Villas Tenant
III. ORAL COMMUNICATIONS
Members Absent:
Verna Smith
On behalf of the Mayor and City Council, Councilmember Liaison Richard Kelly,
presented each member of the Housing Commission with a gift certificate to the
McCallum Theatre and thanked them for their dedication and service.
Mr. Kelly commented that he was elected as the second Vice-President of the
Riverside County Transportation Commission.
IV. CONSENT CALENDAR
Housing Commission
Minutes December 10, 2008
A. MINUTES of the Regular Housing Commission meeting of November 12,
2008.
V
With a Motion made
Commissioner Turner
unanimously approved.
by Commissioner Russo and seconded by
the minutes of November 12, 2008 were
REPORTS AND REMARKS
COMMISSION REPORTS
Leo Sullivan reported on the commemoration for former commissioner Linda
Ward that took place earlier today at the Community Walk Rose Garden. Mr.
Sullivan thanked staff for placing a tile in memory of Linda Ward at the Rose
Garden.
Mr. Sullivan addressed Ms. Constance Ackryd who was present as a guest.
Ms. Ackryd commented that she had an interest in applying as a member of
this Commission but due to conflicting schedules would not be able to fully
commit.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM WEEKLY ACTIVITY STATISTICS
The Commission reviewed the Monthly Occupancy Status Report and Weekly
Activity Statistics for October.
Teresa Vakili summarized the Weekly Activity Statistics stating that this new
report replaces the Monthly Status Report. She stated that the report shows
information from the first of the mbnth to the last day of the month to coincide
with Reports 1 and 2. She clarified line 31 Delinquent Balances, stating that
this particular report reflects the billing schedules as of December 4, 2008 prior
to posting rents and therefore it shows a significant balance. She stated that
typically the report is generated at the end of the month and the billing cycle is
scheduled at the beginning of the month. She further noted that if this report
was acceptable to the Commission she would make sure to generate this report
the last day of the month to show accurate numbers.
2
Housing Commission
Minutes
n
December 10, 2008
Leo Sullivan commented that he liked the new format, stating it showed a lot
more information.
Janet Moore agreed, stating it was much easier to understand.
Mr. Sullivan suggested that both the Weekly Activity Statistics and Monthly
Occupancy Status Report reflect on the Agenda as separate items.
Wade Tucker asked if the font size of the property name could be changed, Ms.
Vakili responded that a standardized template is used to generate the report by
a licerised software program and therefore staff did not have access to change
the formatting.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for October.
Leo Sullivan referenced the report and asked if the font size could be changed
or modified to legal size paper. RPM will modify the report.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Monthly Net Operating Income Statements for October.
Leo Sullivan requested an update of the stipulated requirement and asked if we
were meeting our goals.
Janet Moore stated that the Agency has met the obligations of the stipulation
required by 2006. The Agency has also met the additional requirement from the
Regional Housing Needs Assessment (RHNA) of 1998 which was 229
affordable units. Staff is currently working on the new Regional Housing Needs
Assessment (RHNA) numbers of 2711 units which have to be produced by
2014. She noted that approximately 90 units have been met towards the new
requirement.
Mrs. Moore provided an update on a recent senate bill in relation to an
assembly bill that has given rise to a number of different issues and
requirements with regard to the reduction of greenhouse gas emission. The bill
requires aligning the RHNA planning process with the regional transportation
planning process. Southern California Association of Governments (SCAG) has
been tasked to revisit the RHNA needs as well as the regional transportation
3
Housing Commission
Minutes December 10, 2008
plan. In order to achieve a reduction in vehicle miles driven in the State of
California, SCAG will address ways to balance housing closer to jobs, retail and
industry. SCAG is trying to get a postponement to address these issues which
could possibly push the RHNA out a year orso.
Upon question, Mrs. Moore stated that the stipulation prescribes that after the
requirement has been completed, it is required to meet the RHNA needs.
Councilmember Liaison Richard Kelly commented that a destination study
conducted by CVAG shows that only 2% of the vehicle-miles traveled outside
the valley for work, which means that a high percentage of workers stay in the
valley and average 15 minutes or less of driving time. He noted that the City of
Palm Desert continues to lead with regard to jobs housing balance.
Mrs. Moore stated that we will continue to work towards the goals and how
there might be legislation that may possibly adjust the RHNA numbers.
Wade Tucker inquired on the concerns with regard to housing for casino
employees.
Mrs. Moore responded that due to a decline in home prices it alleviated most of
their concerns.
Mr. Kelly asked if there are rules for leasing or selling affordable housing to
people who work or live in the City of Palm Desert.
Mrs. Moore stated that Falcon Crest, our most recent development, established
a criteria during open registration that provided certain points to families that
worked or lived in Palm Desert; this allowed them to move to the top of the list.
Applicants did not have to live or work in the City in order to qualify fof the
program.
Mr. Kelly stated that he believed Palm Desert was the only City in California
that is really doing something about jobs housing balance.
Mr. Sullivan commented on the RHNA requirement of producing 2711 units
within a six-year period and asked if the City had the capacity to accomplish
those numbers given that the economy is not going to recover soon.
Justin McCarthy stated that it is unlikely to accomplish those numbers.
Approximately 25% may be accommodated through acquisition rehabilitation of
existing units, which is the preferred strategy of the City. He provided a brief
explanation of the slowdown received from tax increments which impact the
revenues available to create those required units. He noted that the RHNA
numbers were predicated on a different economy and growth projection. He
0
Housing Commission
Minutes December 10, 2008
further noted that staff is continuing its efforts and being more creative in order
to accomplish the RHNA goal.
Mr. Kelly noted that the City of Palm Desert sold more houses this year than
last year. He commented that he hated to hear that the economy will not
recover and preferred to look at it from a positive attitude. The City Council
approved $170,000,000 worth of building permits which shows that Palm
Desert is not exactly having a terrible year and in fact was better than two years
ago.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
Martin Alvarez summarized the update. He provided an update on California
Villas rehabilitation of Phase II, stating that the project is approximately 85%
complete. The carports of the south parking lot are underway. The pool decking
and administration area have been completely demolished and those
improvements are progressing smoothly. The new addition of an 800 square
foot service building encountered a small delay with respect to Southern
California Edison (SCE) requesting additional requirements. Some of the
meters originally planned to be installed on the side of the building will be
relocated to comply with SCE. A request to extend the time to complete this
part of the project will be presented to the Housing Commission at a later date.
VI. NEW BUSINESS
A. ELECTION OF OFFICERS
With members of the Commission in concurrence, Verna Smith was nominated
as Chair and Natalie Russo as Vice Chair. Natalie Russo accepted the office to
which she was elected; Verna Smith was not present to accept.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Tucker to elect Verna Smith as Chairwoman
and Natalie Russo as Vice Chair commencing January 2009 for
a term of one year; pending Verna Smith's acceptance to
office.
5
Housing Commission
Minutes
B. RPM Agreement for Property Management Services
Rec: By Minute Motion:
December 10, 2008
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward a recommendation to the
Palm Desert Housing Authority Board to enter into a contract
with RPM Company to provide property management services
to the Housing Authority properties.
Janet Moore summarized the staff report stating the majority of the changes to
the contract were clarifications to the Administrative Policy, approved by this
Commission last year. Staff is also recommending no increase in the
mariagement fee for the time period of this contract. A comparison study of
management fees to similar services for affordable properties in the area
showed that the fees are in line. She commented on the difference in RPM's
management staff and that they are local and able to provide full tenant support
which appears to be unusual in affordable property management. The property
managers interact face-to-face with a tenant during income qualification and
recertification. Las Serenas property manager was mentioned as exemplary
management services to the tenants. Mrs. Moore mentioned the Thanksgiving
dinner event hosted by Las `Serenas that served 55 dinners to residents.
Among the helpers were Janet Moore, Patty Leon, Teresa Vakili and Las
Serenas' staff. She commented that staff was not recommending an increase
because of the service provided but a recognition that we are in line with other
management fees similar to affordable properties in the area. She emphasized
how the consistency of RPM's management staff has really helped our tenant
population.
Upon question, Janet Moore stated that the contract is for a two-year period as
opposed to five years as previously done, in order to comply with the existing
tax laws applicable to the bond issues used to purchase the properties.
Councilmember Richard Kelly asked that staff clarify the recommendation at
the City Council meeting that there will not be an increase to the proposed
management fee.
C. Mid-Year 2008/2009 Budget Adjustment
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Russo to forward a recommendation to the
Palm Desert Housing Authority Board to the Finance Director
C
Housing Commission
Minutes December 10, 2008
to request mid-year budget adjustments resulting in no
increases or decreases for the Housing Authority properties.
Veronica Tapia reviewed the summary, stating a zero net gain/loss in the total
adjustments. She highlighted the adjustments necessary at Laguna Palms,
Catalina Gardens, California Villas and Taos Palms.
D. 2009 Consultants Master List
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward a recommendation to the
Housing Authority Board; 1) Approve the 2009 Master
Consultants list; 2) Authorize staff to negotiate agreements
and contract amendments with qualified consultants listed,
and City ManagerlExecutive Director to execute same; and 3)
Approve the proceedings for selection and award of contracts
as set forth in the report authorized by Section 3.32.090 of the
Palm Desert Municipal Code.
Martin Alvarez reviewed the staff report stating that there are 45 new approved
consultants.
Jane Turner inquired on the maintenance service at the Housing Authority
properties.
Janet Moore stated that a vendor list is in place for the Housing Authority
properties. The vendor list will be presented to the Housing Commission after
the fiscal year-end (June 30, 2009).
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for December.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
7
Housing Commission
Minutes December 10, 2008
Janet Moore stated that the HIP program is increasing its capacity. There are
currently 14 new applications in review. Applications from manufactured home
parks have increased as well. She stated that payoffs from refinances or home
sales have declined due to the economy, with resulted in utilizing the Agency's
20% set aside to fund the program.
IX. NEXT MEETING DATE — JANUARY 14, 2009
A. SCHEDULE OF HOUSING COMMISSION MEETING DATES FOR 2009
A memo was provided to the Commission listing the Housing Commission
meetings scheduled for 2009.
Janet Moore stated that the meeting of October 14 occurs after the regularly
scheduled City Council meeting and in order to accommodate actions required
by the Commission on the Housing Authority agenda, staff is requesting that
the Commission adjourn the September meeting to October 7th.
With regard to the meeting on Veteran's Day, Mrs. Moore noted that it would be
better to wait to schedule the November meeting closer to that time to coincide
with the Council's meeting date since they only meet once.
Councilmember Liaison Richard Kelly stated that he did not think the City
Council would move the November meeting. He noted that everyone including
the citizens expect to attend a Council meeting on the second Thursday of
every month. He commented that he is opposed to a change of date for the
November Council meeting.
Janet Moore suggested changing the Housing Commission meeting to
Tuesday, November 10, 2008 to accommodate actions required by the
Commission on the Housing Authority agenda. A decision will be made closer
to that meeting date.
At this time, Leo Sullivan thanked the Commission and Staff for his involvement
as Chairman of this Commission.
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commiss
l% Ll'-U 'lr,
adjourned the meeting at 4:16 p.m.
Patty Leon, ecording Secretary
0
TO:
FROM:
DATE:
SUBJECT:
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
RACHELLE KLASSEN, CITY CLERK
PATTY LEON, RECORDING SECRETARY
DECEMBER 11, 2008
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held December 10, 2008:
NOVEMBER 12, 2008
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
I
J^
8Y HOUSG AUTH 5-U
ON ' '
VERIi=1ED BY: '
Original on file with City erk's Office
G
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
NOVEMBER 12, 2008
I. CALL TO ORDER
Verna Smith, Housing Commission Vice-Chair, convened the meeting at 3:30
p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Wade Tucker
Jane Turner
Also Present:
Members Absent:
Leo Sullivan
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst — Housing
James Conway, Project Manager
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Betty Marinas, One Quail Place Tenant
III. ORAL COMMUNICATIONS
Betty Marinas was introduced to the Commission.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of October 8, 2008.
Housing Commission
Minutes November 12. 2008
With a Motion made by Commissioner Turner and seconded by
Commissioner Lewis the minutes of October 8, 2008 were unanimously
approved.
Verna Smith reported on the Housing Tour that took place November 7, 2008.
She thanked the Housing Commission members who attended. She also
commented that staff did a wonderful job; Mr. Wade Tucker agreed.
Janet Moore noted that the housing tour was a visual driving tour that took
approximately two hours. She mentioned that the next housing tour is
tentatively scheduled for early 2010.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Martin Alvarez reported that a meeting took place on Saturday, November 8,
2008 with the Palm Desert Country Club Homeowners Association to discuss
Country Village's site area. An update was provided of the proposed senior
housing project, demolition, and the improvements planned at Casey's
Restaurant. Mr. Alvarez stated that the HOA members were in favor of the
projects and expressed their thoughts on the plans for the intersections of
Califomia Drive, Avenue of the States, and Michigan Drive.
Upon question, Mr. Alvarez stated that the Agency is also working with a
separate homeowners association in Palm Desert Country Club known as Palm
Desert Condominiums Association with regard to a land transfer to
accommodate future access points.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for September.
Jane Turner asked for a review of the recertification process.
2
Housing Commission
Minutes November 12, 2008
Teresa Vakili stated that the initial certification process entails verification of
income from all members of household over the age of 18 including assets and
6 months of bank statements. In addition, management will also verify rental
history, one year of employment, credit and criminal background check. If
approved, new tenants are placed on a six-month lease and then re-certified to
a one-year lease. Tenants are notified and provided with a new recertification
packet 60 days in advance. At that time, the income and household information
is verified to ensure there are no changes. Criminal background checks are not
repeated during tenancy.
Ms. Turner questioned the re-certifications at the newer properties.
Ms. Vakili responded that all initial move-ins are placed on a 6-month lease and
then re-certified to a one-year lease. The reporting on the Monthly Status
Report shows the number of recertification packets sent out based on the 60-
day advance notice.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for September.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Monthly Net Operating Income Statements for September.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the update.
Jane Turner asked if the silk plants in the planter boxes at Laguna Palms were
a new addition to the property.
Mr. Conway stated that those existing planters had live plants that were stolen
and therefore replaced and secured with the silk plants. There is a one year
commitment from the vendor to maintain the silk plants in proper conditions.
3
Housing Commission
Minutes
VI. NEW BUSINESS
A. California Villas — Rehabilitation Project
Rec: By Minute Motion:
November 12, 2008
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Lewis to forward a recommendation to the Palm
Desert Housing Authority Board to approve Change Order No. 2 to
Contract No. HA 23650-C (Doug Wall Construction, Inc.) in the
amount of $48,857.52 for additional environmental abatement, pool
fencing upgrade, and minor site modifications for the Housing
Authority property known as California Villas.
Martin Alvarez summarized the staff report.
Jane Turner commended Martin Alvarez for the informative format of the staff
report.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for November.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the update, reporting 16 homes in various stages
of construction and 3 homes recently completed.
Janet Moore commented that although there is a significant amount of interest
in the program, there are several homeowners that are apprehensive when it
comes to signing loan documents that are subject to liens on their properties
due to the economic crisis.
Mrs. Moore provided a brief explanation on the homeowner with the water
heater issue and how the Housing Programs Technician was able to
immediately assess the situation to re-circulate water back in the mobile home.
She commented that homeowners requiring emergency grants are usually
C!
Housing Commission
Minutes November 12, 2008
more responsive and better prepared with all their documentation as opposed
to the other applications that tend to take three to five months to provide all the
documentation required.
Verna Smith referenced the HIP report and asked if the homeowners are
considered low income.
Mrs. Moore stated that applicants must be below 100% of the county median.
She noted that over two-thirds of the applicants have incomes under $20,000.
Wade Tucker asked how people know about the HIP program.
Mrs. Moore replied that the HIP program is published in the Brightside at least
once a year in different times to address AC and/or heating issues. The
program was established in 1997 and has serviced approximately 200
homeowners.
Mr. Conway also stated that during rehabilitation to a home, there is a sign
posted in the front lawn publicizing the HIP program.
Mr. Tucker asked if additional help is needed with the program.
Mrs. Moore explained that the program currently assists 20 to 24 applicants a
year and has been successful in terms of funding purposes and administration
and did not need additional assistance.
Verna Smith commented that she provided Palm Desert Greens Mobile Home
Park with a HIP brochure, once the program was able to assist mobile home
parks.
Jane Turner asked on the percentage of properties that are code enforcement.
Mr. Conway replied that approximately 25% of applicants are involved in a code
violation. The code enforcement officers have HIP application packets with
them in the event there is a homeowner who might qualify for the program.
Mrs. Smith stated that during the Housing Tour, staff mentioned other
properties that have affordable units and ask about this course of action.
Janet Moore stated that there are several properties with affordability
restrictions. Developers interested in building in Palm Desert will request a
density bonus which allows them to increase the maximum allowable
development on a property in exchange for affordable housing. There is
generally a requirement for 20% of their development to be affordable. This
requirement is established during the development of the project. Mrs. Moore
5
Housing Commission
Minutes November 12, 2008
provided an example of the affordability restriction of the Regent also known as
San Tropez and Sevilla. In order to comply with the affordable restrictions
developers are required to submit a compliance report at least once a year.
Natalie Russo inquired on the plaque/tile at the Rose Garden previously
discussed for former commissioner Linda Ward. The Commission agreed to
meet at the Rose Garden before next month's meeting on December 10 h 2008
to view the tile.
IX. NEXT MEETING DATE — DECEMBER 10, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Verna Smith, Housing
Commission Vice-Chair, adjoumed the meeting at 3:56 p.m.
V U
Patty Leon,' Recording Secretary
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE
SUBJECT:
NOVEMBER 13, 2008
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held November 12, 2008:
OCTOBER 8, 2008
Please submit to the Housing Authority Board
Thank you.
Cu
0
p ' , y-o ) Tv e BY HOUSG AUTH
oN I-a-o8
VERIFIED BY:
Original on file with City Clerk's Office
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
I. CALL TO ORDER
OCTOBER 8, 2008
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present: Members Absent:
Donna Lewis
Natalie Russo
Verna Smith
Leo Sullivan
Wade Tucker
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst — Housing
James Conway, Project Manager
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Norman Haines, Las Serenas Tenant
Constance Ackroyd, California Villas Tenant
Jessica Fausto, One Quail Place Tenant
Juan Pablo Fausto, One Quail Place Tenant
All tenants in attendance indicated they were responding to a flyer in the
property newsletter about an opening for a resident commissioner.)
III. ORAL COMMUNICATIONS
Housing Commission and City staff members introduced themselves to guests
that were in attendance from the Housing Authority properties.
Housing Commission
Minutes
IV. CONSENT CALENDAR
October 8, 2008
A. MINUTES of the Regular Housing Commission meeting of September 10,
2008.
With a Motion made by Commissioner Lewis and seconded by
Commissioner Sullivan the minutes of September 10, 2008 were
approved; both Commissioners Jane Turner and Verna Smith abstained
due to their absence at the September meeting.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore reported on the Housing Adhoc Sub-committee meeting that took
place October 2, 2008. A schematic design of Country Village was displayed.
She asked the committee members and commissioners that attended the
meeting for any comments on the meeting.
Jane Turner mentioned that there were a lot of changes made to the original
design concept and felt that this new plan suited the property and area nicely.
Verna Smith agreed, stating that this new design allows for more open space
areas. The new plan will have one and two story buildings with elevators as a
senior apartment complex.
Councilmember Kelly stated that discussion also took place to implement fuel
cells for energy efficiency. The sub-committee was also looking into options for
transportation to the area shopping centers.
Mrs. Turner mentioned that the design concept will be forwarded to the
Architectural Review Committee (ARC).
Mrs. Moore stated that Mr. Rueul Young with Interactive Design, who is also
the architect for this project, is requesting a preliminary review from the ARC
with regard to the aesthetics of the new design. Mr. Young is hoping for a
preliminary guide in the event there is an element of the project that needs to
be changed.
Mrs. Smith commented that she was impressed with the research conducted by
Mr. Young with regard to the flow of traffic for that area.
2
Housing Commission
Minutes October 8, 2008
Mr. Kelly stated that he likes this location for senior citizens since the property
is centrally located to nearby shopping centers. He anticipates this property to
be a real showpiece just like Laguna Palms.
Wade Tucker asked if there was a completion date for this property. A
completion date has not been determined.
B. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for August.
Leo Sullivan inquired on a time frame to fully occupy California Villas.
Teresa Vakili stated that of the 25 units currently being rehabilitated, as part of
Phase B project, there are currently 12 units remaining in the leasing process.
Laguna Palms has 7 units in the application and leasing process as well.
C. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for August.
Leo Sullivan asked on the date recertification packets are sent to tenants.
Janet Moore stated that recertifications were adjusted throughout the year as
opposed to meeting with each tenant at one time. Palm Village and Laguna
Palms will be an exception since most move-in dates were done at the same
time.
D. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Monthly Net Operating Income Statements for August.
E. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the update.
3
Housing Commission
Minutes October 8, 2008
He reported that California Villas is 60% complete and anticipates a completion
date of December 2008, stating that the project is on track.
He stated that he is in the process of working with Southern California Edison
Company (SCE) to secure utility costs for both Laguna Palms and California
Villas. This will show what the impact has been on the energy renovation efforts
of both projects. He noted that he requested 2 to 3 years of utility statements
from SCE to calculate exactly what our savings has been.
Leo Sullivan asked if the same is being requested of Coachella Valley Water
District (CVWD).
Mr. Conway replied that those savings were determined during submittals of
the landscape approvals by the Landscape Department.
Mr. Conway reported that the properties are continuing the recycling efforts. As
previously mentioned, a grant was awarded to provide dual recycling
receptacles to 650 units. The installation process has begun. Additionally, staff
is working with Burrtec to track contamination of dumpsters by providing
notifications in the newsletters to residents with regard to disposing items in the
appropriate dumpsters.
Mr. Sullivan addressed Councilmember Kelly and asked where we stand with
regard to recycling in the City of Palm Desert.
Mr. Kelly responded that the City is at 64% of its recycling efforts. He
commented that there are a lot of people who are not recycling their items. He
noted that staff is constantly working to implement and educate people with
regard to the recycling program.
Mr. Sullivan referenced the update and commented on the 457 total number of
service requests for September and asked on the number of maintenance staff
members at One Quail Place.
Teresa Vakili stated that the maintenance staff consists of nine to include
housekeepers, groundskeepers, and a maintenance supervisor.
Mr. Sullivan asked if the smaller properties share the maintenance staff.
Ms. Vakili replied yes, a percentage of the maintenance staff is allocated to
each property.
0
Housing Commission
Minutes
VI. NEW BUSINESS
A. California Villas — Rehabilitation Project
Rec: By Minute Motion:
October 8, 2008
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to approve Amendment No. 1 with
Harris and Associates (Contracts No. HA-23650B) in the amount
not-to-exceed $41,137.00 for construction management services at
Phase B(Site Improvements) of the California Villas Rehabilitation
Project
Martin Alvarez summarized the staff report, stating the request is to amend
Harris and Associates contract for construction management services. This
amendment will include the modified scope of work, as part of the change order
approved by the Housing Authority Board, which will include the close out of
the project to ensure all punch list items are completed and all contract
specifications have been met.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for October.
A Home Ownership flyer (insert in the Newsletter) was provided to the Housing
Commission for review.
Janet Moore stated that an outreach to promote homeownership from within
our properties is distributed in the newsletters from time to time. She noted that
this flyer is only inserted in the multi-family newsletters and not so much the
seniors since they have indicated that they are not interested in
homeownership.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
5
Housing Commission
Minutes October 8, 2008
James Conway summarized the update, reporting 17 homes in various stages
of construction. He reported that 2 homes recently received emergency grants;
one property had a water heater issue.
Verna Smith asked Mr. Conway to provide a brief summary of the program to
update the new members and guests.
Mr. Conway stated that the Home Improvement Program provides financial
assistance to income eligible families within the City of Palm Desert for the
purpose of improving their homes. The program is designed to address health
and safety items and aesthetic improvements. There are several assistance
amounts for grants and loans with low interest rates as well as emergency
grants to handle such things as an AC unit going out in the middle of the
summer. The program assists an average of 20 to 24 homes a year.
Janet Moore stated that the HIP process takes a while from its application
review to completion. She provided an explanation on the homeowner with the
water heater issue and how c staff was able to immediately, assess the
emergency nature and coordinate with the consultant to address the situation.
She noted that the repairs were completed within three days.
Mr. Kelly commented on a property with a very large dead tree on the north
side of San Gorgonio; half way between Monterey and San Pablo. He asked if
this type of issue can be handled through the program.
Mr. Conway stated that 30% of our applicants have landscaping and/or code
enforcement issues. He stated that he would locate the tree and have someone
contact the homeowner.
Jane Turner referenced the report and questioned the amount disbursed and
committed on a property located on Indiana .
James Conway stated that the amount shown in the disbursed column only
shows the amount used for this fiscal year; however the total amount
committed was actually used.
Leo Sullivan addressed Justin McCarthy and asked on the new energy program
and how it would fit with the Home Improvement Program.
Justin McCarthy reported that the City of Palm Desert initiated a new bill AB
811 in Sacramento that would permit securing the cost and financing for certain
energy improvements. This program will allow cities to make loans to
homeowners and businesses by securing a tax lien on their property. The
program has been allocated 2.5 million dollars and is currently underway. He
noted that other financial mechanisms are currently being sought. He added
Housing Commission
Minutes October 8, 2008
that this new energy program is an addition to the Home Improvement
Program.
Janet Moore stated that the Home Improvement Program was substantially
revised to include a component for energy upgrades from varying programs
within the City as well as a Drought Tolerant Landscape Retrofit.
Mr. McCarthy mentioned that the terms under the Home Improvement Program
are more favorable then the terms under the new energy program for families of
low and moderate incomes.
Councilmember Kelly inquired as to the qualifications of the Home
Improvement Program.
Mrs. Moore stated that the Home Improvement Program has different types of
loans depending on the income levels. The HIP program allows up to the 100%
of the County Median.
Donna Lewis asked about the funding source for the Home Improvement
Program.
Mrs. Moore stated that the HIP program was originally funded by Community
Development Block Grant (CDBG). She noted that many homeowners
refinanced their homes and paid back their HIP loans, which has allows those
paybacks to be lent out again. Once those funds are exhausted, the program
will use Housing's 20% set aside to continue this program.
IX. NEXT MEETING DATE — NOVEMBER 12, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 4:03 p.m.
Patty Leon, Rebording Secretary
7
A '
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR`
DATE:
SUBJECT:
OCTOBER 9, 2008
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held October 8, 2008:
September 10, 2008
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
n' ' i
BY HOUSG AUTH (5-D
oN -a3-oR
VERIFtED BY:
Original on file with City Clerk's Office
0
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
SEPTEMBER 10, 2008
CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:37 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Leo Sullivan
Members Absent:
Jane Turner
Verna Smith
Also Present:
Richard S. Kelly, Councilmember Liaison
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Jessica Gonzales, Management Analyst — Housing
James Conway, Project Manager
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Wade Tucker, Potential Commissioner
Beverly Fitzgerald
III. ORAL COMMUNICATIONS
Beverly Fitzgerald introduced herself to the Housing Commission; she was
present as a guest.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of August 13, 2008.
With a Motion made by Commissioner Russo and seconded by
Commissioner Lewis the minutes of August 13, 2008 were unanimously
approved.
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
September 10, 2008
Janet Moore reported that a Housing Adhoc Subcommittee meeting has been
tentatively scheduled for the beginning of October.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for July.
Teresa Vakili stated that the Monthly Status Report shows the occupancy and
prelease status of all the Palm Desert Housing Authority properties. She
reported that Country Village currently has one resident who is subject to
relocation and expected to move-out before September 18, 2008. Laguna
Palms currently has 39 occupied and 15 pre-leased tenants.
Leo Sullivan questioned the length of time it has taken to occupy Laguna
Palms.
Ms. Vakili responded that certifications for the affordable program take a
considerable amount of time. She noted there were a large number of
applications received and each application was reviewed in the order in which it
was received. In addition, applicants were allowed a certain amount of time to
provide information required to qualify.
Mr. Sullivan asked if this process should have been done before the buildings
were completed.
Ms. Vakili stated that applications were reviewed and qualified before the
project was completed; however, most applicants were not comfortable
providing monies to an assigned unit prior to viewing the unit.
Janet Moore also stated that once the units were made available wait-listed
applicants either did not qualify at that time or decided not to sign a lease.
7
Housing Commission
Minutes September 10, 2008
Natalie Russo referenced Laguna Palms total vacant units of 39 and asked if
there were 39 pending applications.
Ms. Vakili replied that there are currently 15 pending leases at Laguna Palms
which means there is a deposit on a unit and/or are waiting for a move-in date.
She noted that in most cases applicants who are in leases in their current place
of residence have to give a 30 day notice which delays the move-in date.
Mrs. Moore stated that the number of wait list contactees for June and July are
significant compared to March. She noted that only 30% of the people that were
contacted from the wait list, qualified and are renting an apartment.
Ms. Vakili summarized the reports and stated that La Rocca Villas has one unit
available. Taos Palms is in the process of finalizing the architectural
engineering plans to go out to bid. Sagecrest has three occupants that qualified
for the program. She indicated that they have been very busy with certifications.
Mr. Sullivan questioned the re-certifications at the newer properties.
Ms. Vakili responded that all initial move-ins are placed on a 6-month lease,
and then re-certified to a one-year lease; noting that this process is done to all
new tenants at all the Housing Authority properties.
Ms. Russo asked if there are more applicants on the wait list given the
economy crisis.
Ms. Vakili stated that the number of applicants on the wait list has actually
dropped.
Mrs. Moore stated that the numbers on the wait lists have dropped not only at
the properties but as well as the For-Sale Program.
Mr. Sullivan commented that it is getting difficult for people to find real estate
loans given that some lenders are holding back. He stated he was referring to
conventional loans and not necessarily on the affordable program provided by
the Housing Department.
Mrs. Moore stated that we are in a similar situation. She noted that as part of
the Affordable For-Sale Program there is an "Approved Lender LisY' provided to
applicants on the wait list. She explained that lenders are having a di cult time
agreeing to be placed on the approved list. Most lenders are not able to get
their undervvriters to review the Agency's loan documents. The policy accepts
only CaIFHA approved lenders. She noted that a lender agreed to review the
Agency's loan documents but is skeptical in accepting our program.
3
Housing Commission
Minutes September 10, 2008
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for July.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Monthly Net Operating Income Statements for June and July.
Teresa Vakili summarized the reports by stating that the Monthly Net Operating
Report provides a percentage of occupancy for each property according to the
income levels in the very low, low and moderate categories.
Leo Sullivan asked if the properties were on track based on the stipulated
requirements.
Ms. Vakili replied that although iYs a moving target, yes we are on tract.
Mr. Sullivan asked why residents are moving out of the properties.
Ms. Vakili stated that tenants are asked to complete a survey when vacating a
unit and have indicated several reasons such as relocating, moving back with
family, buying/renting a home, job transfers, etc.
Mr. Sullivan asked if those survey results can be brought forward to the
Commission for review.
Ms. Vakili said she would see how the information is filed now and see how it
could be presented in the future.
Natalie Russo commented that she felt there should be more applicants on the
wait lists since a lot of people are losing theirjobs due to the economy.
Janet Moore stated that the wait lists at the properties have been exhausted to
get occupancy at the newer properties such as La Rocca Villas, Palm Village,
and Laguna Palms. She noted there were approximately five hundred
applications reviewed and one out of four applicants qualified. A notice is
published twice yearly in the City's Brightside with regard to rental
opportunities; a notice is expected to be published in November. Additionally,
interested parties are directed to the City's website for information on our
programs.
Housing Commission
Minutes September 10, 2008
Upon question, Ms. Vakili reported minimal turnovers at the senior properties,
stating that most senior tenants either pass away or are transferred to assisted
living facilities and/or family members due to health reasons. In quite a few
cases, applicants on the senior wait lists are no longer available.
Mr. Sullivan commented that for this reason, he felt there was no interest on the
Housing Commission from tenants, stating that we always have this problem.
Mrs. Moore agreed it has been difficult getting two tenants from the properties
to commit as a member of the Housing Commission.
Councilmember Richard Kelly stated that the Council, in the past, has reviewed
one applicant at a time, depending on the circumstances of the
committee/commission. He suggested a recommendation by both Housing
Commission Liaisons (Janet Moore and Richard Kelly) be forwarded to the City
Clerk to review Mr. Wade Tucker's application.
Mrs. Moore stated she would forward the recommendation to the City Clerk.
Mr. Sullivan commented on the interest from the larger properties such as One
Quail Place.
Mrs. Moore stated that the demographics make a difference. The Bylaws state
that the Housing Commission will consist of seven members of which two
members are required to reside at one of the Housing Authority properties and
one needs to be a senior. Ideally we would like a member to represent a multi-
family property but it is di cult since most families that live at the properties are
busy and/or find it difficult to make a commitment to attend twelve meetings.
She stated that notices will be sent out in the Housing Authority property
newsletters. She noted that we would prefer not to have two members from the
same complex but if there was an application then it would be considered.
Mr. Sullivan stated that it is important to hear input from the rest of the
Commissioners. He noted how much Housing Commission member Linda
Ward helped Las Serenas. He stated that the comments made by Ms. Ward
were useful in upgrading certain items at all of the properties.
James Conway stated that in the past staff and property managers would hold
resident functions to allow participation and promote community involvement.
Unfortunately, there was not enough attendance from the tenants so those
functions are no longer taking place.
Mr. Sullivan commented he would be more than happy to attend resident
functions or events as a Commission member since he felt this information is
vital to the tenants. He understands that the Commission is not making the
5
Housing Commission
Minutes September 10, 2008
decisions but rather direct them to the City Council in hopes to find people like
Mr. Tucker who are willing to participate.
Mr. Conway stated that staff has approached several tenants who seem ideal
for this Commission but they have refused due to other commitments.
Mrs. Moore assured the Commission that there will be outreach with regard to
the vacant seats. She provided a brief explanation on the Riverside County
Authority Board and how they have trouble filling the resident seat as well.
Donna Lewis stated that she is member of a group in town made up of women
in business, and at each meeting she solicits for volunteers. She commented
that the time frame might be a problem.
Mr. Sullivan asked if the time set for the Housing Commission was permanent.
He also noted that a change in the time of the meeting could cause other
issues such as staff overtime, etc.
Mrs. Moore stated that a time has been established for the Housing
Commission meetings but would address this matter with the City Clerk.
Mrs. Moore also noted that the City Clerk publicizes openings/vacancies for
committees/commission on a routine basis. She stated that Ms. Lewis had
initially applied for a different committee and was asked if she would be
interested in this Commission. Currently, there are several openings within the
City's committees and commissions.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway stated he was available to answer any questions with regard
to the update.
Janet Moore provided an update on Country Village. She reiterated that there
is only one unit occupied and is expected to be vacant by September lgtn
The deconstruction project is anticipated to go out to bid approximately a
month to six weeks after the property is vacant. She stated that the property
will be vacant for some time and may attract transients which will be closely
monitored. She indicated that the deconstruction project will not be a fast
track.
Leo Sullivan asked if the property will be boarded up.
Housing Commission
Minutes September 10, 2008
Mrs. Moore stated that boards were put up in some areas where windows were
broken.
Teresa Vakili stated that Country Village is regularly monitored to ensure
windows are locked and felt that boards were not necessary since the property
is visible from the street. Additionally, security patrols this area on a routine
basis.
Mr. Conway provided an update on Taos Palms, stating that a draft of the
agreement has been forwarded to the architect for review. The architect has
requested a six-week period to create the documents in order to go out to bid.
The re-plumbing and electrical plans have been completed and will be
forwarded to the architect to include in his specifications.
Mr. Sullivan asked if the tenants currently occupying units at Taos Palms are
upset with the construction going on.
Mr. Conway replied no since most tenants are looking forward to transferring
into a rehabilitated unit.
In efforts to continue the recycling program at the properties, Mr. Conway
stated that tenants are being educated on how to separate recyclables in
proper containers by way of flyers and notices on doors. In addition, Burrtec
Waste and Recycling Services have been helpful in monitoring and providing
feedback on a monthly basis. Recently, the Housing Authority was awarded a
grant to purchase pull-out dual receptacle containers that will separate trash
and recyclable items. These containers will be installed in all the units with the
exception of Laguna Palms since they were previously installed as part of
rehabilitation project.
At this time, Janet Moore reported that the Agency was successful in the
acquisition of an apartment complex in Palm Desert located on Ocotillo Drive.
This property will be an Agency owned property until a decision is made with
regard to its disposition. The property will remain a market property and
occupied by market tenants. It will not be included in the reports provided to the
Commission since it is not owned by the Housing Authority and is not subject to
the same requirements as Housing.
Mr. Sullivan inquired on the Regional Housing Needs Assessment (RHNA)
numbers.
Mrs. Moore stated that the Agency met the requirements on the Stipulation as
defined with regard to the specific units required. However, there is a clause in
the lawsuit that states that after we meet our requirement we would work
7
Housing Commission
Minutes September 10, 2008
toward meeting the RHNA numbers. Previously the RHNA required 229
affordable units which the Agency met. The current requirement number is
2711 units which the Agency has already begun to work on meeting those
numbers.
Mr. Sullivan asked on the time table allowed to meet those numbers.
Mrs. Moore responded that 2711 affordable units are to be made available by
the year 2014.
Councilmember Richard Kelly stated that those numbers were based before the
economy crisis. He hopes that somebody from RHNA steps up to the plate and
understands that the forecast needs to be changed.
Mrs. Moore stated that at this moment that number does exist and we will
continue to work towards the provision of units as part of that requirement.
Mrs. Moore stated that Laguna Palms is complete and landscape
responsibilities have been transferred to the contracted landscape company.
The Agency is in the process of submitting to the California Redevelopment
Association (CRA) for awards in various categories: Community Revitalization,
Residential Development and Rehabilitation, and Sustainable Development in
hopes that CRA will recognize the hard work and outstanding job on that
project.
The Commission was provided with a copy of a letter received from a tenant at
California Villas.
Mrs. Moore stated that we don't often receive letters thanking or acknowledging
us with regard to the properties. She noted that throughout the process of
renovating California Villas, which took three-years from the design stage to
this point, there were relatively few complaints. This project was said to be
difficult since the property was occupied. Mrs. Moore stated that a resident from
California Villas took the time to write a letter and is being shared with the
Commission.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for September.
E3
Housing Commission
Minutes September 10, 2008
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the update, reporting 11 homes in various stages
of construction. He stated that last week 20 HIP application packets were
handed out.
Janet Moore stated that we utilize the Brightside for outreach of our programs.
The HIP program was recently published in the Brightside.
IX. NEXT MEETING DATE — October 8, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 4:20 p.m.
I X1 J l./
Patty Leon, R ording Secretary
1 1'
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARI
DATE:
SUBJECT:
SEPTEMBER11,2008
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held September 10, 2008:
August 13, 2008
Please submit to the Housing Authority Board.
Thanl ypu,
cc: Carlos L. Ortega, Executive Director
O
v
ReCell/PC BY HOUSG AUTH J' • \
V % - (— ( F rS'cSN7wc1 /
VERIFIED BY: \ / "
Original on file with City C erk s Office
CITY OF PALM D SERT
HOUSING COMMISSION
MINUTES
AUGUST 13, 2008
I. CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
11. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Leo Sullivan
Verna Smith
Members Absent:
Jane Turner
Also Present:
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst - Housing
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of July 9, 2008.
With a Motion made by Commissioner Smith and seconded by
Commissioner Lewis the minutes of July 9, 2008 were unanimously
approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS '
Housing Commission
Minutes August 13, 2008
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for June.
Teresa Vakili stated that all the properties are moving forward with regard to
move-ins and recertifications. Laguna Palms is expected to have 28 occupied
units this month and anticipate 100% occupancy by mid October. La Rocca
Villas has two available units at this time.
Verna Smith asked if there has been any problem with regard to the economy
and people losing theirjobs.
Ms. Vakili stated that it has not been a major problem at the properties. She
noted that there were a few move-out notices at One Quail Place due to
relocating and employment changes. She stated that the senior properties have
not been affected by this issue.
Leo Sullivan inquired on Taos Apartments interior renovations.
Ms. Vakili stated that the project is in the process of finalizing the architectural
specifications.
With regard to the percentage of occupancy at Taos Palms, Ms. Vakili noted
that the property will remain 50% occupied until all interior renovations are
complete.
Martin Alvarez stated that the intent is to transfer the existing tenants to the
renovated units and renovate those units currently occupied.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for June.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
2
Housing Commission
Minutes August 13, 2008
The Monthly Net Operating Income Statements for June was not available;
awaiting year-end P/L finals.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
Martin Alvarez summarized the report.
The newly modified report that included additional information with regard to the
number of service requests received positive feedback from the Commission;
all agreed it was informative.
Verna Smith asked for a description of a drywell.
Mr. Alvarez stated that it is a public works infrastructure system that takes
water away from the streets into a gravel bed that allows the water to percolate
down to the aquifer. He noted that this system is not tied to a storm drain
system.
Mr. Alvarez distributed pictures of the ongoing construction project at California
Villas.
VI. NEW BUSINESS
A. California Villas — Change Order No. 1
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to approve Change Order No. 1 to
Contract No. HA-23650-C (Doug Wall Construction, Inc.) in the
cumulative amount of $34,584.93 for additional environmental
abatement, site drainage improvements, and minor site
modifications for the Housing Authority property known as
California Villas
Martin Alvarez reviewed the staff report, stating. that the project is
approximately 30% complete. He highlighted the additional environmental
abatements required for the renovated units as well as the fire safety
improvements and the latest National Pollutant Discharge Elimination System
NPDES) requirement. He also referenced the credits from the contractor.
3
Housing Commission
Minutes August13,2008
Natalie Russo asked where the new maintenance building will be located at the
property.
Mr. Alvarez referenced a site map displayed of California Villas and stated that
the new maintenance facility will be located between buildings E and D.
Leo Sullivan addressed Justin McCarthy and expressed his concern with the
fast tracking system amongst departments. He noted that he has brought
forward this concern in the past. He feels that this department is willing to work
together with several departments, referencing the drywell. He stated that he
feels that at times we have a gun put to our heads and we have to do what is
required or we will not get approvals. Mr. Sullivan further commented that he
wondered if the other departments know that we want the fast tracking.
Justin McCarthy stated that for all intense of purposes, this department
receives good service from the Planning, Public Works and Building and Safety
Departments. He stated that there is a tremendous amount of collaboration and
cooperation that goes on. He noted the unforeseen rule changes that happen
when specifications are submitted for a project. He explained how we are more
diligent with ourselves in trying to comply with up to date rules then perhaps
the private sector is.
Mr. McCarthy commented that since his employment with the City, there has
been an improvement with regard to communication between departments. A
policy was instituted to have monthly project management meetings between
all divisions as well as internal exchange of staff members such as Martin
Alvarez who has worked in the Planning and Public Works Departments. He
stated that Martin is responsible for overseeing a lot of the projects in the
Redevelopment and Housing Departments. Mr. McCarthy expressed that we
are not three teams working for one City; we are one team. Mr. McCarthy
reiterated that although staff desires documents from architects that are
perfect, there are often clarifications that are necessary as well as field
inspections that require adjustments.
Mr. Sullivan inquired on the transient occupancy tax (tot) and how it is less now
as well as the retail tax and asked if we could be careful about volunteering to
do these modifications in the future so we don't over extend ourselves. He
commented on how the City is in great shape but felt that we should not be
tapping into the reserves fund.
Mr. McCarthy stated that the operations of the housing division is funded from
RedevelopmenYs 20% set aside monies. These funds are received from
property taxes and are not transferred to the general fund. The 20% set aside
0
Housing Commission
Minutes August 13, 2008
funds are prescribed by law that they have to be used strictly for housing
purposes such as capital improvements and to subsidize our properties.
Mr. Sullivan commented on the appeals that are currently taking place within
the assessor's o ce with regard to the reduction of property values.
Mr. McCarthy stated that the Agency is monitoring those appeals very closely
and is aware that there will be a decline in property taxes which concerns the
20% set aside funds. He commented about two developer projects that have
gone back to the bank. He further stated that this particular change order was
reviewed and decreased for items that were not deemed to be necessary.
With regard to the general funds, Mr. McCarthy stated that this was an area
that is closely monitored since these are the operating funds that pay for public
safety such as the sheriff's contract and fire department. He further explained
municipal finance with regard to the revenue sources specifically sales tax and
tot and how the economy is affecting it.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for August.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
IX. NEXT MEETING DATE — September 10, 2008
The Commission was advised on the change of the next meeting location to the
Community Service Conference Room.
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 3:50 p.m.
I l X ' / l'J k J
Patty Leon ecording Secretary
5
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
v
DATE: AUGUST 14, 2008
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held August 13, 2008:
July 9, 2008
Please submit to the Housing Authority Board
Thank you.
cc: Carlos L. Ortega, Executive Director
I P.ei V d
e- RY HOUSG AUTH O
ory 6 ,8' •
VERIFIED BY:
Original on file with City C er Office
C
V
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JULY 9, 2008
I. CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROL CALL
Present: Members Absent:
Donna Lewis
Natalie Russo
Leo Sullivan
Verna Smith
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
J. Wade Tucker, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of June 11, 2008.
With a Motion made by Commissioner Smith and seconded by
Commissioner Turner the minutes of June 11, 2008 were unanimously
approved.
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
July 9, 2008
Janet Moore reported on the 2008 Coachella Valley Workforce Housing
Summit meeting that took place at the new Agua Caliente Casino Resort and
Spa in Rancho Mirage. In attendance were Verna Smith, Leo Sullivan and
several City staff members. The purpose of the summit was to bring together
local cities, agencies and developers and address the needs for the affordable
housing market in the Coachella Valley. The idea is to create a regional
housing trust to assist these entities with the development of affordable
housing. Members of the community are being sought to form a Blue Ribbon
Committee that will put together that frame work and initiate a 501 nonprofit as
well as the funding mechanism. Elected o cials and city managers requested
that this committee be a private entity.
Leo Sullivan stated that the Tribe has been discussing this issue for almost a
year. Given that gas prices are high, employees who live in Yucca Valley,
Beaumont, and Desert Hot Springs are finding it difficult to get to work at the
Rancho Mirage Casino.
Verna Smith stated that she was impressed with the conversations from
different entities requiring housing such as the hotel industries and sheriff's
department.
Mrs. Moore also mentioned a presentation from Sheriff Sniff with regard to the
new correctional facilities and how those employees will require housing.
Mr. Sullivan addressed councilmember Richard Kelly and asked on the number
of employees currently employed at the City of Palm Desert.
Councilmember Kelly stated that there are 150 employees and did not expect
the number to grow. He stated that the philosophy is to contract as much as
possible. He felt that it would be easier to manage in hard times with fewer
employees. He commented that the City of Palm Desert has a good reputation
for the best operating City.
Mr. Sullivan stated that there might be other cities that will need housing for
their employees.
Mr. Kelly stated that, from his opinion, he felt that the other cities of the
Coachella Valley have not stepped up to provide affordable housing as they
should compared to what the City of Palm Desert has done. He reiterated that
2
Housing Commission
Minutes July 9, 2008
the City of Palm Desert has the best maintained affordable housing than
anywhere in the worid; stating that this was his humble opinion.
Mr. Sullivan agreed and expressed that for that reason most of the members of
the Housing Commission are on this commission.
Jane Turner asked if the meeting covered any information with regard to public
transportation.
Mr. Sullivan stated that the meeting primarily focused on the joint powers
authority to address the housing needs. He expressed that he had walked out
of the meeting with a positive feeling.
Justin McCarthy stated that one thing to keep in mind was that there is nothing
stopping the members of the Tribes from developing housing for their workforce
on their property and/or reservations.
Mrs. Moore thanked Jane Turner for attending the study session held as a joint
meeting with the Planning Commission and the City Council with regard to the
Housing Element and planning the City's purposes.
Ms. Turner stated it was a very informative meeting since she was not familiar
with that part of the process.
B. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for May.
C. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for May.
D. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
May.
E. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report.
3
Housing Commission
Minutes July 9, 2008
Leo Sullivan asked on the trash enclosure replacement at Candlewood
Apartments.
Mr. Conway stated that the trash enclosure is not ADA accessible nor do they
provide for recycle bins and therefore will be replaced.
F. City of Palm Desert City Council, Redevelopment Agency and Housing
Authority Six Month Strategic Objectives.
The Commission was provided with an update on the Strategic Objectives for
the City of Palm Desert.
Janet Moore stated that City Council had recently met to identify objectives for
the next six months (June 19, 2008 - December 1, 2008) as well as the three
year strategic goal.
Leo Sullivan asked if the Housing Commission may assist the Agency and/or
Housing Authority with the goal.
Justin McCarthy stated that this information was a continuation of the strategic
objectives that where identified in the initial strategic planning session. He
noted that there is one item that relates to housing which is the issue of coming
up with a long term maintenance plan for the Housing Authority properties of
which staff is currently working on. A question raised by the City Council was
do we have a formalized reserve study in terms of maintaining our housing
assets for the long term.
Upon question of a reserve study, Mrs. Moore stated that a reserve study was
conducted a few years ago. She stated that when the Agency took over the
properties there had not been a lot of capital maintenance done at that time.
The reserve study did identify those items but the study itself was significantly
high in cost, and would require conducting a study every year to be accurate.
In addition, the study required setting aside a significant amount of money of
which the Director of Finance reviewed in detail and recommended reserving
our fund balance for replacement expenses and deferred maintenance. The
fund has been used to renovate units and replace appliances, as called for in
the reserve study. She noted that it would be a good time to do a new reserve
study to see what the suggestions are.
Janet Moore stated that a Replacement Reserve Plan was brought forward to
this Commission as well as the Housing Authority Board. Both parties
questioned the amount set aside of $250 per unit and how it seemed low. Staff
was tasked with doing a new reserve study to see what a per-door cost would
be now. Staff is in the process of addressing this issue.
Housing Commission
Minutes July 9, 2008
Mr. McCarthy provided a brief overview of the projects that are moving forvvard
such as the Westfield project and continuing discussions on whether or not to
move forward with the Desert Willow hotel. He also noted that the City Council
had approved the land disposition for the sheriff's facility that will be located on
Gerald Ford.
Councilmember Kelly also stated that the indoor recreation center with a pool
will be moving forward.
Dave Yrigoyen stated that Agency is working with the County to issue bonds to
fund the sheriffs facility project.
VI. NEW BUSINESS
A. Laguna Palms — Notice of Completion
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the Palm
Desert Housing Authority Board to authorize the City Clerk to file a
Notice of Completion for the project known as Laguna Palms
interior, exterior, and site renovation (Contract No. HA-25760).
James Conway reviewed the staff report and asked for a recommendation to
move forward and release the retention of this project.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for July.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway provided a brief summary of the update. He stated that six are
in the process of construction with two nearing completion.
Housing Commission
Minutes July 9, 2008
Janet Moore stated that the HIP program is currently very active with
applications. She stated that there were two applications of emergency nature
concerning air conditioning issues and water issues.
At this time, Mrs. Moore reported on the Agency's continuous efforts to acquire
properties within the City of Palm Desert. She stated that currently there is a
property under negotiations that will not be part of the affordable housing
portfolio. The Agency will maintain it as a market property.
Upon question on the number of rental properties owned by the Agency, Mrs.
Moore replied one as well as several homes that are part of projects such as
the Alessandro Alley project.
Justin McCarthy commented that the Agency does not buy homes for the
purpose of providing housing but are bought as part of a public works or
infrastructure project. With regard to the property currently owned by the
Agency, it has not been determined as to its long term use.
There was a formal introduction made by City staff members to Mr. Wade
Tucker who was in attendance as a potential Housing Commission member.
Councilmember Kelly commented how Commissioners have name plates for
identification purposes and suggested staff should have them too.
Wade Tucker provided a brief background of himself and stated that he was
interested in the position currently open in the Housing Commission.
Councilmember Kelly asked Mr. Tucker to submit his application since the
process might take some time. The Commission agreed.
IX. NEXT MEETING DATE — August 13, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 4:05 p.m.
Patty Leon, I ecording Secretary
0
1
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE
SUBJECT
JULY 10, 2008
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held July 9, 2008:
June 11, 2008
Please submit to the Housing Authority Board.
Thank you.
Y HOUSG AUTH =
ON g' o'C7g
dJK / cc: Carlos L. Ortega, Executive Director VERIFIED BY:
Originai on file with City Cler s Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JUNE 11, 2008
I. CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present: Members Absent:
Donna Lewis
Natalie Russo
Leo Sullivan
Verna Smith
Jane Turner
Also Present:
Richard S. Kelly, Councilmember Liaison
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
James Conway, Project Coordinator
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
J. Wade Tucker, Potential Housing Commissioner
111. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of May 7, 2008.
With a Motion made by Commissioner Russo and seconded by
Commissioner Lewis the minutes of May 7, 2008 were unanimously
approved.
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
June 11, 2008
Janet Moore reported on the Housing Adhoc Subcommittee meeting that took
place May 28, 2008. She noted that the subcommittee discussed the updated
version of the site plan for Country Village. The main focus was the residential
portion as well as the configuration of the units. She asked Jane Turner for any
comments on the meeting.
Jane Turner stated that at this time the site plan is in a preliminary stage and
felt that the project is going in the right direction.
Mrs. Moore stated that there is another meeting scheduled in June and
depending on the information provided and discussion, staff will bring
something to the Commission for review.
Leo Sullivan commented that he read in the newspaper that the Agency is
considering separating Casey's Restaurant from the project in terms of the
fees.
Mrs. Moore stated that the Redevelopment Agency is considering transferring
that portion of the property to the lessee of Casey's Restaurant.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for April.
Teresa Vakili provided a brief update on Country Village and Laguna Palms.
She stated that there are currently 11 tenants at Country Village. Laguna Palms
has five occupied units and the leasing o ce is in the process of reviewing 26
applicants.
Jane Turner requested a description of the abbreviated codes used under base
unit type of the report.
2
Housing Commission
Minutes June 11, 2008
Ms. Vakili stated that the base unit refers to the market rent on the property and
the letters represent the type of units such as a studio, one- and two-bedroom.
She noted that the letters HSE represent the house at Pueblos East.
Leo Sullivan inquired on the number of turnovers at the multi-family apartments.
Ms. Vakili responded that at One Quail Place the average number of turnovers
is 8 to 11 units per month for reasons such as tenants buying homes and/or
changing jobs.
Mr. Sullivan asked on the percentage of evictions at the properties.
Ms. Vakili stated that the number of evictions is low and estimated to be 3
evictions a year at One Quail Place which is the larger property.
Janet Moore referenced the informational statistics located on the last page of
the report and asked the Commission if this information was helpful. The
commission agreed that it is informative and should continue as part of the
Monthly Status Report.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for April.
Verna Smith asked if there have been any late payments due to the economy.
Teresa Vakili stated that there are late payments even though the rental rates
are low with the affordable program but it does happen.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
April.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report.
Housing Commission
Minutes June 11, 2008
Leo Sullivan asked why the air conditioning condensing units were cleaned at
La Rocca Villas being that the property is fairly new.
Mr. Conway stated that this service is provided by an energy group that is
conducting assessments of all the Housing Authority properties for free.
Mr. Sullivan asked about Palm Village's lateral line blockage.
Mr. Conway stated that he was not exactly aware of the reason for the
blockage but that he would further investigate.
Mr. Sullivan commented that this issue did not seem common since iYs not
reported at the other properties.
Mr. Conway stated that it has happened at the other properties but might not
have been listed on the update. Given that Palm Village Apartments is a newer
property, Mr. Conway felt it was necessary to list this issue since there is not
much to report at this time.
Mr. Sullivan also commented on the low Freon levels of two A/C systems at
Palm Village Apartments and again expressed concern with the property being
fairly new.
Mr. Conway stated that leaks do occur with new and old A/C units. He noted
that staff is currently working with the warranty companies to fix the leaks at
both Palm Village and California Villas.
Upon question of the contractor for Palm Village, Janet Moore stated that staff
is responding to anything that was not done to the level that would normally be
required for that property.
Mr. Sullivan informed those new to the Commission that Palm Village was a
four year project who had a contractor that quit all construction responsibilities.
He noted that staff basically constructed this project themselves.
As previously requested at the last meeting, Mr. Conway stated that Neighbors
Apartments was built in 1988, and therefore the cabinets are in much need of
replacement.
Mrs. Moore reported that Notices of Eligibility have been sent to those 11
tenants currently at Country Village with regard to payment for relocation. As of
this date, those tenants have not been given a 90-day notice to move; staff will
update the Commission of its notification. She further noted that Martin Alvarez
is working with an architect for the deconstruction plan.
C!
Housing Commission
Minutes June 11, 2008
Mr. Sullivan inquired as to why an architect was needed to deconstruct the
property.
Mrs. Moore stated that staff is trying to be environmentally friendly with respect
to the deconstruction of the buildings. The architect will be responsible for the
specifications as to how the demolition is to be done and how to properly
dispose those items. She noted that currently there are specifications in place
to demolish small projects but being that Country Village is a larger property
staff is considering an environmentally friendlier approach.
Martin Alvarez stated that there also needs to be a utility coordination with
respect to its identification for future use.
Mr. Sullivan asked on the architecYs responsibility.
Mr. Alvarez stated that the architect will be responsible for providing a plan that
will identify items that clearly need to be properly disposed of and determine
whether or not we will re-use those items or recycle them. In addition, there are
certain LEED certification points that may be achieved through this process.
Councilmember Richard Kelly provided an example of the deconstruction of the
first condominium complex located where The Gardens on EI Paseo are. He
explained how the complex was in bad shape as well as there being some
historical arguments. He stated that when that project was demolished
everything on that site was recycled except the asbestos found or composition
shingles.
Mr. Sullivan stated that we know what can and cannot be recycled and inquired
as to why we are pulling an architect and asked if we were trying to push the
responsibility onto somebody else when ultimately we are the ones that have to
pay for it.
Mr. Alvarez reiterated that a specification plan has to be in place when the
project goes out to bid. Staff does not have the expertise to specify materials
that need to be disposed or recycled.
Councilmember Kelly also added that there are a lot of requirements with
respect to identifying asbestos and other environmental hazards and how to
properly handle them.
Dave Yrigoyen agreed that there are a lot of requirements with respect to
deconstructing a large complex. He stated that permits will have to be pulled
from the Air Quality Management District (AQMD) in order to comply with their
air quality requirements. He noted that if for some reason there is a
discrepancy with the work, the architect will be liable.
5
Housing Commission
Minutes June 11, 2008
Mr. Conway stated that the architect will have a better understanding of the
technical specifications with regard to the recycled components and how it can
be applied to the new design.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for June.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway provided a brief summary of the update. He stated that nine are
in the process of construction with four nearing completion. Eight are in the
application process of which seven were received from mobile home parks.
Mr. Sullivan asked on the number of homeowners from Palm Desert Greens
that have applied for the HIP program.
Mr. Conway stated that he did not have a specific number but believed there
are two homeowners that have applied for HIP assistance from Palm Desert
Greens.
Jane Turner referenced the update and asked if the four digit street address
listed was incorrect.
Mr. Conway stated he would review the file and correct if necessary.
Janet Moore stated that there are two manufactured homes that two different
types of addresses yet both are located at Silverspur.
At this time, Mrs. Moore reminded the Housing Commission of the Housing
Summit meeting scheduled on June 19, 2008.
Housing Commission
Minutes June 11, 2008
Mrs. Moore also announced that a tentative date of Friday, November 7, 2008
at 9:00 a.m. has been scheduled for the housing tour.
Councilmember Kelly mentioned that he had a conversation with Fred Bell,
Director of Business Industries Association, with regard to housing and Mr. Bell
expressed that he was interested in attending the housing tour.
Mrs. Moore stated that an invitation will be extended to Mr. Bell.
IX. NEXT MEETING DATE — July 9, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 3:56 p.m.
l l V -(
Patty Leon, F ecording Secretary
7
1 '
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE:
SUBJECT:
JUNE 12, 2008
HOUSING COMMISSION MINUTES
l'
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held June 11, 2008:
May 7, 2008
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
arP v,`il,gY HOUSG AUTH
ON I n -(o -0 8
VERIFIED BY:_.—
Original on file with City Clerk's Office
CN
l
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
May 7, 2008
CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Leo Sullivan
Jane Turner
Members Absent:
Verna Smith
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of Redevelopment/Housing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
James Conway, Project Coordinator
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Ron Tucker, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of April 9, 2008.
With a Motion made by Commissioner Turner and seconded by
Commissioner Lewis the minutes of April 9, 2008 were unanimously
approved.
Housing Commission
Minutes
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
May 7, 2008
Leo Sullivan reported that Commissioner Linda Ward passed away last month.
Janet Moore stated that a memorial stone will be placed in the Rose Garden
located at the Civic Center Park in memory of Linda Ward. Staff will notify the
Commission of the actual wording on the stone as well as the placement date.
Mrs. Moore announced that two meetings have been scheduled for the Housing
Adhoc Sub-Committee: May 28" at 1:00 pm and June 24ih at 2:00 pm.
A Motion was made by Commissioner Lewis and seconded by Commissioner
Turner to appoint the alternative Commissioner Jane Turner as the
replacement for Linda Ward on the Adhoc Sub-Committee.
For informational purposes, Mrs. Moore stated that the Adhoc Sub-committee
consists of two members of the City Council, two members of the Housing
Commission, and several City staff members. The purpose of the adhoc sub-
committee is to discuss development and/or planning stages of housing
projects. She noted that the sub-committee is currently discussing Country
Village Apartments.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for March.
Leo Sullivan questioned the six vacancies at Taos Palms.
Teresa Vakili stated that two families were transferred to Palm Village
Apartments by request and the rest moved out on their own, which provided the
opportunity to renovate those units. Monies were set aside to allow for these
renovations as part of the mid-year budget adjustments.
Mr. Sullivan asked about Laguna Palms occupancy date. Mrs. Vakili responded
that tenants will be able to move in this upcoming weekend.
Housing Commission
Minutes May 7, 2008
James Conway provided a brief explanation on the construction renovations at
Taos Palms. He stated that the property is one of the older properties and in
much need of attention. Two units were carefully inspected to determine the
structural integrity, drywall conditions, plumbing, electrical as well as
environmental tests and termite inspections. Staff is looking at plans to bring
the units to current standards with the monies that were set aside for this
project.
Janet Moore stated that from the day the property was acquired, one of the
buildings that houses part of those six units has consistently had a pest control
problem. Several treatments were performed and were not successful. She
noted that for this reason the units were not re-rented, given the impending
repairs.
Natalie Russo referenced Desert Pointe's report and asked if the eviction listed
was unusual.
Mrs. Vakili stated that evictions are unusual but do take place. She mentioned
that the eviction shown on the report was due to non-payment of rent. She also
noted that the process leading to an eviction can take up to 2'/z months.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for March.
Jane Turner referenced SagecresYs report and asked if the tenants have been
certified onto the program.
Teresa Vakili stated that at this point there has not been any tenants that
qualify for the program. She noted that the property is currently 50% occupied.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
March.
Leo Sullivan asked for clarification on the income category very low.
Janet Moore stated that the area median for a family of four is $62,000 at
100%. From 0 to 50% is considered very low, 50 to 80% is low, and 80 to 120%
is moderate. She stated that our rent structure starts at 20% and above since
Housing Commission
Minutes May 7, 2008
most people below 20% typically cannot afford to even pay the utilities and are
in need of fully subsidized housing. She noted that the responsibility of the
Agency is to provide affordable housing and not no-cost housing at this time.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report.
Leo Sullivan inquired on the date Neighbors' Apartments was built and noted
the replacement of cabinetry.
Mr. Conway replied that the property is approximately 30 years old.
Jane Turner referenced California Villas' sampling of asbestos to the remaining
25 units and asked if the other units had been tested.
Mr. Conway stated that part of the improvements of Phase B is to renovate the
interior of the remaining 25 units which requires asbestos testing before starting
the work. He noted that all of the other units were tested for asbestos.
Ms. Turner referenced Catalina Gardens' rewiring of cable and asked if it is
referring to television cable.
Mr. Conway stated that the cable is the electrical wire that supports the carport
lighting. He stated that the wires were buried without proper conduit which may
cause a short when disturbed. At this time, staff is asking for proposals but may
look at different options for lighting.
Ms. Turner referenced One Quail Place and asked if the repairs on the carports
listed are referring to the recently renovated carports.
Mr. Conway replied yes and explained that the reroofing project of the carports
addressed only the fascia, new rock and sheathing and not necessarily the
beams or posts. The cost to replace and maintain the posts and beams has
been added to the maintenance budget for One Quail Place. He added that this
might be a recurring maintenance to the beams and columns.
Ms. Turner also questioned the damaged bridges and sidewalks at One Quail
Place and asked if they had recently been refurbished.
Housing Commission
Minutes May 7, 2008
Mr. Conway stated that the bridges have been replaced. However, the roots of
the existing trees have lifted part of the concrete on some of the bridges and
sidewalks and will need replacing or repairing. With regard to the trees, the tree
removal project coordinated by Spencer Knight allows for 12 tree removals for
this property.
At this time, discussion ensued with a possible housing tour in the fall. Donna
Lewis and Ron Tucker both mentioned that they have only seen two properties.
Justin McCarthy advised them that a personal tour can be arranged, at their
request, to visit the properties. A tentative date of October for a Housing tour
was agreed upon.
G. HOUSING AUTHORITY BUDGET CLARIFICATION
A memo regarding the Housing Authority Budget clarification was provided by
Veronica Tapia.
As a request made from the last meeting with regard to the Housing Authority
2008-09 budgets, Janet Moore stated that the summary clarifies the "Other
Rental Income". She explained how RPM Company separates Rental Income
and Other Rental Income as two line items while the Authority's budget does
not. She also stated that after further review of the budgets, staff also
indentified a link that had been broken and was corrected as well.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER
Newsletters were provided to the Commission for May.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway referenced the report and reported 22 applicants that are in
various stages. He provided a brief explanation of an emergency grant
5
Housing Commission
Minutes May 7, 2008
applicant that resides at one of the mobilehome parks. He noted that of the 22
applications 7 are from mobilehome parks.
Justin McCarthy stated that the applications received from mobilehome parks
represents the amendment to the program that was approved recently.
Janet Moore reported on the issues related to the current economy with regard
to the Home Improvement Program. She stated that sometimes the homes
listed on the report might seem stagnant due to the homeowners backing out
from signing contracts with contractors. Homeowners have mentioned that they
are afraid to encumber their home or mobile home with additional debt due to
the worries that the economy is going to turn around and their houses might not
be worth what they were in the last few years. She noted that applicants are
very pleased with the program but are a little doubtful about the economy.
Jane Turner mentioned an item on the City Council agenda with regard to a
property sale at Desert Rose and asked if it was a foreclosure sale.
Mrs. Moore stated that Desert Rose has had approximately 95 resales out of
the original 161 houses. She noted that the Desert Rose property listed on the
agenda is not a foreclosure but a request to acquire the property in the event
that the Agency's resale rights control expires. The Agency is given 60 days to
purchase the property in the event a qualified buyer is not identified.
Upon question, she mentioned that there are two properties for sale at Desert
Rose. One of the homes has a resale price of $118,000 and other home is
listed at $138,000. Both homes were classified as a 9 or a 10 in terms of the
property's condition from the agent that represents the identified buyers.
Upon question on Habitat for Humanity's vacant lot located on EI Cortez, Mrs.
Moore stated that Habitat is in the process of contracting with a contractor to
move forward with the project.
Natalie Russo asked if there was an evaluation or appraisal done to the
properties requesting grants or funds from the Home Improvement Program.
James Conway stated that loan information is requested as part of the
application.
Janet Moore stated that the program states that at the time the application is in
process for HIP Assistance, the property cannot be encumbered in excess of
eighty percent (80%) of its current fair market value, which is determined by
comparable sales data using the Multiple Listing Services (MLS). She stated
that if the homeowner requests to have an appraisal done, they are made
C
Housing Commission
Minutes May 7, 2008
aware that they will have to pay for the cost. She noted that by using the MLS
comparables it also saves the owner $350 for an appraisal.
Leo Sullivan stated that given the circumstances of the market it might be worth
our while to get appraisals done since he felt that the MLS is too far behind.
Mrs. Moore stated that she was aware of that and explained that in most cases
the loans to value are nowhere close to 80% so this does not happen very
often. She did provide an example of a recent property where the market value
using MLS exceeds the current encumbrances by $75,000, in which case there
was no method available that could value the home to meet the program
guidelines. She noted that in the event there is any possibility that we could
meet the guidelines, we would definitely suggest it to the owner.
Mrs. Russo mentioned that there should be an outreach to the local banks with
regard to the Home Improvement Program.
IX. NEXT MEETING DATE — June 11, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 4:07 p.m.
V .-
Patty Leon, R cording Secretary
7
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR
SUBJECT
MAY 15, 2008
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held May 7, 2008:
April 9, 2008
Please submit to the Housing Authority Board.
Thank you.
YeCe1YcE Ie,gYHOUSGAUTH 5'O
ON in—Ic`-G$
VERIFIED BY: 1
Original on file with City Clerk's Office
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
April 9 2008
CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Leo Sullivan
Jane Turner
Members Absent:
Linda Ward
Also Present:
Bob Spiegel, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
James Conway, Project Coordinator
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
Guest(s):
Jim Foley, RPM Company
Teresa Vakili, RPM Company
Ron Tucker, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of March 12, 2008.
Housing Commission
Minutes April 9, 2008
With a Motion made by Commissioner Smith and seconded by
Commissioner Turner the minutes of March 12, 2008 were unanimously
approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore stated that the Landscape Manager, Spencer Knight, recently
completed the annual tree trimming contracts and requested that three staff
reports, distributed to the Commission, be added to the Agenda under New
Business for review and recommendation. She noted that the staff reports will
be forv arded to the City Council meeting of April 24th to meet the tree trimming
cycle.
A Motion was made by Commissioner Turner and seconded by Commissioner
Smith to add Contract No's, C27450, C27440, and C27430 to the Agenda for
discussion under New Business.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for February.
At this time, Leo Sullivan introduced Mayor Pro-tem Councilmember Bob
Spiegel to the Commission and guests. Also introduced were Jim Foley, Vice
President for RPM Company and Teresa Vakili, Regional Supervisor for RPM
Company.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for February.
Leo Sullivan inquired on Sagecrest not listed on the report.
Teresa Vakili stated that Sagecrest will be listed in next month's report since
the property closed escrow on February 29, 2008.
2
Housing Commission
Minutes April 9, 2008
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
February.
Leo Sullivan inquired on a time frame of when the moderate categories will be
down to a minimal number of tenants.
Teresa Vakili reported an average of 78 moderate families, between 80% and
120% of the county median, within the 1100 units. Those families qualify for the
affordable program unless they exceed the 120%. She stated that based on the
new HCD income limits for 2008 the report will fluctuate and anticipates a
decrease in the moderate categories.
F. HOUSING AUTHORITY PROPERTIES UPDATE
The update on the Housing Authority properties was reviewed by the
Commission.
James Conway summarized the report highlighting the major projects in
progress such as California Villas Phase B and Laguna Palms fire inspection
completion.
Verna Smith inquired on the completed unit inspection at Country Village.
Janet Moore stated that a site review is in process for Country Village. Bryce
White inspected a couple of units to determine what type of environmental
testing would be necessary and the suitable consultants to seek.
With regard to the Adhoc Sub-committee meeting, Janet Moore reported that
the meeting was postponed to allow Commissioner Linda Ward who is
apparently very ill the opportunity to attend and receive appropriate comments
from both Housing Commissioners appointed.
Mrs. Moore stated that the developer of Palm Desert Country Club's attorney is
reviewing all actions brought before the City Council with regard to Country
Village. At the request of our City Attorney actions related to the relocation and
design for deconstruction have been postponed pending his review.
Martin Alvarez stated that he anticipates moving forward with both action items
to the City Council at their first meeting in May. Subsequent to the approval of
the relocation plan, an architect will be selected to prepare the deconstruction
plans.
i7
Housing Commission
Minutes April 9, 2008
Upon question, Mr. Alvarez stated that the deconstruction plan will allow an
environmentally friendly deconstruction process as well as work toward a LEED
certification.
Leo Sullivan inquired on the items that may possibly be reused.
Mr. Alvarez noted that he was not certain but possibly the wood, rafters, etc.,
exclusion of appliances. It was noted that the intent is to reuse the recycled
materials on Country Village site if possible. Mr. Alvarez further noted that the
primary focus is the recycling of certain materials such as pavements, concrete,
etc. in general.
Justin McCarthy stated that there are a number of items that allow points under
the Leadership in Energy and Environmental Design (LEED) certification
program also known as Green Building. He explained how there are certain
requirements with respect to the deconstruction of buildings in a way that could
be salvaged or recycled as opposed to using the landfilis. He stated that a
notice was received from the members of the Palm Desert Country Club and
how they felt we were not incompliance with the California Environmental
Quality Act (CEQA). Staff addressed those concerns, which caused a small
delay, and found that we are in compliance with the guidelines of CEQA. He
further noted that this particular action is not necessarily sequential to the
design process.
Mr. Alvarez stated that Reuel Young with Interactive Design is contracted for
the design concept. Mr. Young has submitted a preliminary concept of the site
plan and is currently in review by staff as well as the Planning and Public Works
Departments.
The Commission suggested appointing an additional Housing Commission
member to the Adhoc Subcommittee without replacing anyone to move fonnrard
with the project. Jane Turner volunteered as an alternative member to the
Adhoc Sub-Committee.
Mr. McCarthy stated that the City Council also directed staff to cooperate and
coordinate with the members of the Palm Desert Country Club with respect to
Country Village master plan which includes Casey's, a fire station, and the
apartments.
A Motion was made by Commissioner Smith and seconded by Commissioner
Russo to appoint Jane Turner as an alternate member to the Housing Adhoc
Subcommittee in the event one of the members of the commission is not able
to attend.
0
Housing Commission
Minutes April 9, 2008
G. PALM DESERT HOUSING AUTHORITY SURVEY RESULTS
The Commission was provided with the results of the survey mailed to all Palm
Desert Housing Authority tenants.
Janet Moore stated that the surveys are anonymously sent to all tenants and
are color coded to distinguish which property the survey was received from.
She noted that only those surveys received back via mail are counted as
opposed to those that were hand delivered to the property managers. She
noted that an impartial third party, not involved in the properties, tabulated the
results of the surveys and comments. Subsequently, staff reviewed the
comments and results to ensure they were accumulated appropriately.
Mrs. Moore summarized the Overall Results report and stated that 36% of total
units eligible to survey were received which excluded Country Village, Laguna
Palms, La Rocca Villas, Palm Village, Pueblos East and Sagecrest. She noted
that the fair and poor responses were discussed with RPM Company earlier
that day. She stated that RPM Company received the survey report at the same
time the Housing Commission and reviews the results very closely with their
staff.
Jim Foley stated that they do review the survey results and are considered very
seriously.
Leo Sullivan commented that it has improved from the past years and how this
survey is the best that he has seen so far.
Jane Turner expressed concern with the small representation from tenants.
Mrs. Moore stated that it is difficult to determine the reasons tenants do not
return the surveys because often times if things are fine, people have a
tendency to ignore them, but felt that the overall results assisted staff with their
review.
NEW BUSINESS
A. AWARD CONTRACT NO. C27450 TO TREE RITE OF BERMUDA DUNES
FOR THE CITYWIDE TREE REMOVAL PROGRAM (PROJECT NO. 933-08)
B. AWARD CONTRACT NO. C27440 TO WEST COAST ARBORIST, INC. OF
OF ANAHEIM, CALIFORNIA FOR THE CITYWIDE TREE PRUNING
PROGRAM (PROJECT NO. 932-08)
5
Housing Commission
Minutes April 9, 2008
C. AWARD CONTRACT NO. C27430 TO TREE RITE OF BERMUDA DUNES
FOR THE CITYWIDE PALM TREE PRUNING AND REMOVAL PROGRAM
PROJECT NO. 931-08)
As previously mentioned, Janet Moore reiterated that Spencer Knight did not
want to miss the pruning schedule by waiting until May for approvals. In the
future, he will try to get these reports to the Commission in a timely manner.
Spencer Knight apologized for the short notice to review the reports. He stated
that the two reports as previously done in the past years consists of tree
trimming and pruning cycles which includes Housing Authority and City trees in
order to obtain a better unit cost.
The third staff report consists of the removal of trees. Mr. Knight stated that in
the past, there was difficulty with the vendors getting the trees removed on
time. Therefore, a separate contract to remove the trees along with the palm
tree pruning is being requested in hopes this project is complete by the summer
months.
Upon question of the time sensitive, Mr. Knight stated that this project has to be
completed by May 15th. He provided an explanation of the process of removing
the foliage from the trees and exposing them to sunlight to allow for re-growth.
If the foliage is exposed to too much sunlight it can get sun burn and damage
the tissue underneath the bark which is difficult to recover.
Mrs. Moore stated that Mr. KnighYs department is also considerate of the
residents needs such as the trimming of palm trees after they flower or
sometimes before to avoid flowers in the pool.
Mr. Bob Spiegel commented that One Quail Place was a real big problem and
asked if the issue with the trees was resolved.
Mr. Knight stated that it has improved in terms of the healthy tree population at
One Quail Place.
Mr. Spiegel asked if the wind had damaged any trees.
Mr. Knight responded that there was minor wind damage this year than last
year.
Jane Turner inquired on the unit costs of these contracts.
Mr. Knight responded that the unit costs were listed on the proposals which
were included in the bid package received.
0
Housing Commission
Minutes
Rec: By Minute Motion:
April 9, 2008
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Russo to forward a recommendation to the Palm Desert
Housing Authority Board to award Contract No. C27450 to Tree Rite of
Bermuda Dunes, California for the citywide tree removal program
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Russo to forward a recommendation to the Palm Desert
Housing Authority Board to award Contract No. C27440 to West Coast Arborist,
Inc. of Anaheim, California for the citywide tree pruning program (Project No.
932-08)
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Russo to forward a recommendation to the Palm Desert
Housing Authority Board to award Contract No. C27430 to Tree Rite of
Bermuda Dunes, California for the citywide palm tree pruning and removal
program
D. RPM COMPANY FEE INCREASE
Janet Moore reviewed the staff report, stating that although there was not a
housing tour this year there were several events at the Housing Authority
properties that showed their condition. In addition, consideration was given to
the tenants' survey and periodic walk-through of the properties by staff
members.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Turner to forward a recommendation to the Palm Desert
Housing Authority Board to ratify an adjustment to the management fee
property management services by and between the Palm Desert Housing
Authority and Ray, Douglas, Ann and Patrick, Inc. A.K.A. RPM Company (HA
25970)
7
Housing Commission
Minutes April 9, 2008
E. 2008-2009 HOUSING AUTHORITY BUDGET, ADMINISTRATIVE PLAN, AND
REPLACEMENT RESERVE FUND.
Janet Moore referenced the memo provided by Veronica Tapia which
summarized the proposed budget that will be included in the City's
Comprehensive Financial Plan with the Director of Finance.
Leo Sullivan inquired on the capital improvements for La Rocca Villas.
Mrs. Moore stated that there is a need for storage as previously mentioned by
Linda Ward during the design discussion for La Rocca Villas. Staff is
considering incorporating a pantry in the kitchen to store brooms and mops;
currently stored on the patios. In order to maintain continuity, staff intends to
match the pantry to the existing cabinetry in the kitchen.
Jane Turner referenced the Totals for All Properties Budget Comparison sheet
and asked if "Other Rental Income" was a new classification since there was
nothing budgeted for 2007-2008.
Mrs. Moore stated that those charges include late fees, credit report fees, etc.
and are not necessarily rental fees. She noted that last year those charges
were included in Other Rental Income, so she will review the amounts to see
why there is nothing in the budget column for last year.
Jane Turner asked how the amount budgeted for 2008-2009 Other Rental
Income was determined.
Mrs. Moore stated that a lot of the fees that were accrued or received last year
are not recurring fees, given that most of the new properties are no longer fully
occupied. She noted that income received for services such as laundry were to
the properties and not a vendor as with all our other properties. She noted that
staff would be more than happy to provide more information at the next
Housing Commission meeting, and asked that the Commission forward a
recommendation to the Director of Finance at this time with the understanding
clarification is still needed for "Other Rental Income".
Ms. Turner referenced the Capital Expenses for RPM and asked for clarification
of what the item entails and commented on the significant amount budgeted for
2008-2009.
Veronica Tapia stated that it depends on the timing of when RPM Company
completes the capital improvements. She explained that out of the $674,764
budgeted for 2007-2008 only $214,717 was completed.
Housing Commission
Minutes April 9, 2008
Mrs. Moore stated that the Deputy Finance Director requested that we make
our very best effort to budget the exact expenses of what is anticipated. She
stated that there are certain projects that we are not able to accomplish
because of barriers at the properties themselves.
Justin McCarthy noted that those budgeted amounts that are not used are not
lost but rather reverted back to the Redevelopment Agency budget and are re-
budgeted the following year.
Leo Sullivan referenced Candlewood Apartments Budget Comparison and
commented that the gross potential and rental income budgeted for 2008/09 is
significantly lower than last year.
Mrs. Moore stated that the gross potential income is generally what a property
can potentially earn. This year the gross potential has been adjusted for
average rents as opposed to a percentage of units at market rent. She noted
that the county median incomes have gone up significantly for 2008; the area
median for a family of 4 is $62,000. Staff found through recertifications that
most tenants are at the lower level which ultimately reduces their rents.
Mr. Sullivan commented that the amounts budgeted for gross potential income
was significantly low.
Teresa Vakili added that there were four market units at Candlewood
Apartments that have moved out and those units are now leased under the
affordable program which reduced gross potential income for this coming year.
Ms. Turner referenced Catalina Gardens Budget Comparison and stated that
the payroll expense budgeted for 2008 seemed low.
Ms. Vakili stated that it was based on the turnaround of property managers
which reduced the payroll.
Councilmember Bob Spiegel asked on the number of staff members included in
the payroll.
Ms. Vakili responded that there are three staff members whose payroll is
adjusted accordingly between Pueblos, Candlewood, and Catalina Gardens
Apartments.
Mr. Sullivan referenced Country Village Budget Comparison and asked what
the utility services and repairs and maintenance included.
Mrs. Moore stated that Country Village has a contracted cable service with
Time Warner Cable that requires billing of all 66 units whether or not the units
E
Housing Commission
Minutes April 9, 2008
are occupied. Staff has negotiated its termination contingent upon 100%
vacancy of the property.
Mr. Sullivan asked on the number of units occupied at Country Village; Mrs.
Moore responded 12 units.
Mrs. Moore stated that the budget will be forwarded to the City Council at their
second meeting in June which will allow staff to clarify any concerns from the
Commission in May.
Mr. Sullivan stated that if the Commission approves the recommendation it is
subject to the clarification previously addressed.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Smith to forward the recommendation to the Finance Director to
include the 2008-2009 Palm Desert Authority Operating, Capital, and
Replacement Budgets in the City of Palm Desert's Comprehensive Plan for
2008-2009 to be presented to the Housing Authority Board for approval at a
future meeting with the caveat that a clarification be provided to the
Commission in May regarding "Other Rental Income".
Administrative Plan
A copy of the Administrative Plan and Reserve Plan was provided to the
Commission for review.
Leo Sullivan referenced the Administrative Plan and commented on how there
was no wording with respect to the Housing Commission.
Janet Moore stated that the Administrative Plan is policies and procedures that
the management company is required to implement. She stated that a
definition with regard to the Housing Commission may be added to the plan.
Mr. Sullivan stated that the Administrative Plan lists the Housing Authority first
and then the management company and felt that the Housing Commission
should be listed in between.
Justin McCarthy stated that the Housing Commission is an advisory body to
the Housing Authority. The Housing Authority is the contracting entity which
has the direct line of authority to RPM Company. He stated that wording may
be added with the Commissioners' consent.
10
Housing Commission
Minutes April 9, 2008
Mr. Sullivan stated he would like wording in the plan with regard to the
Housing Commission since he felt they oversee what the management
company does.
Mrs. Moore noted that a statement will be added to the Administrative Plan
with regard to the Housing Commission and their task of reviewing and
advising the Housing Authority board on matters that come before the Housing
Authority.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Smith to forward a recommendation to the Finance Director to
include the Administrative Plan, with a statement in the policy and procedures
with regard to the Housing Commission as the advisory board to the Housing
Authority, in the City of Palm Desert's Comprehensive Plan for 2008-2009 to be
presented to the Housing Authority board for approval at a future meeting;
opposed Commissioner Turner.
Jane Turner inquired on the legal status as a criterion.
Mrs. Moore referenced Exhibit B Non-exclusive List of Required and
Permissive Background Check Information by Type of Funding. She stated
that the immigration status and/or residency listed have been recently
challenged. Our legal counsel is currently reviewing the new law that passed
with respect to immigration laws in the United States. She further noted that
the challenge might not affect government properties but rather privately
owned units. In the event there is a change in the law, this Exhibit may be
amended.
Reserve Plan
Jane Turner asked if the $250 per unit seemed reasonable and if this was a
first step to this new funding process.
Janet Moore stated that the Replacement Reserve Fund will be established
this year. The $250 is a base amount and may change if staff feels the
amounts are too low based on our experience at the properties. In the past,
with the consent of the Finance Director, the entire fund balance was reserved
for continued operations and replacement items. The $250 per unit cost was
determined based on a reserve study conducted several years ago but found
the reserve to be significantly high at that time.
Leo Sullivan asked if some of these items are part of the capital improvements
already established for the properties.
11
Housing Commission
Minutes April 9, 2008
Mrs. Moore explained the difference between replacement items and capital
improvements. Replacements are components of the property that are on-
going routines meaning every other year or so. Capital improvements are
items that are periodically added or replaced at a property. She provided a
brief explanation of the carports and how it was used as a capital improvement
since that project is only done once every 10 years or so. However, the
replacement of beams and posts will be made part of the replacement reserve
fund. She noted that the intent of the reserve fund is strictly for replacements
of certain items which are ongoing such as major appliances, light fixtures, etc.
Upon question of bid advertising for appliances, Mrs. Moore indicated that
appliances have become very inexpensive and have a short life span and
therefore do not necessarily require a formal bid process. Currently we are
replacing appliances through our repair and maintenance fund.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Smith to forward the recommendation to the Finance Director to
include the Replacement Reserve Fund in the City of Palm Desert's
Comprehensive Plan for 2008-2009 to be presented to the Housing Authority
Board for approval at a future meeting.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (April)
Newsletters were provided to the Commission for April.
Janet Moore stated that the Newsletters are getting bigger and more expensive
to mail since we have more properties. She asked the Commission if they
preferred to pick up the newsletters at the meetings or mailed in their agenda
packet.
The Commission agreed that the newsletters will be provided at the meetings
versus mailing with the agenda packets.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
12
Housing Commission
Minutes April 9, 2008
James Conway referenced the report and reported 27 applicants that are in
various stages.
Janet Moore stated that the manufactured home component of the program has
become very popular. Seven new applications have been received from
manufactured home parks that are not listed on the report.
C. FALCON CREST
Martin Alvarez stated that the Homeowners Association governed by
homeowners is now in effect at Falcon Crest.
Leo Sullivan asked if we had a reserve plan for Falcon Crest in the event that
any issues come up.
Janet Moore stated that there was a capital reserve established at the time
each home was sold and that was considered the contribution. There is a one
year warranty on customer service.
As requested at the last meeting, a memo was provided to the Commission with
the status of tenants purchasing at Falcon Crest.
Jessica Gonzales summarized the memo and stated that there are a total of
seven who qualified and closed escrow at Falcon Crest.
IX. NEXT MEETING DATE — May 7, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 4:34 p.m. to May 7, 2008.
Patty Leon, Recording Secretary
13
w
0
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR
DATE: APRIL 10, 2008
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held April 9, 2008:
March 12, 2008
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
R--ii..BY HOUSG AUTH
ON --n'
VERIFIED BY:_._"
i
Original on file with City Clerk's Office
CALL TO ORDER
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
March 12, 2008
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Donna Lewis
Natalie Russo
Verna Smith
Leo Sullivan
Jane Turner
Also Present:
Members Absent:
Linda Ward
Richard S. Kelly, Councilmember Liaison
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
James Conway, Project Coordinator
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
III. ORAL COMMUNICATIONS
A correction was noted on the Agenda, Item VI New Business, Laguna Palms'
recommendation to the Palm Desert Housing Authority.
Newly appointed Housing Commissioner ponna Lewis was introduced. She
provided a brief summary of her background.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of February 13, 2008.
With a Motion made by Commissioner Smith and seconded by
Commissioner Turner the minutes of February 13, 2008 were unanimously
approved.
u_.._ . _ ,
Housing Commission
Minutes March 12, 2008
A correction was made to the last page of the minutes; Housing Commissioner
Chair Leo Sullivan adjourned the meeting of February 13 h as opposed to
Commissioner Smith.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore reported that the Housing Adhoc Sub-committee has not met so
there is no update at this time. She expects there will be a meeting in April.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for January.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for January.
Jane Turner inquired as to why there seemed to be a high number of moderate
units shown on the report.
Janet Moore stated that the moderate rents shown on the report are from
existing tenants with higher incomes which consequently move to a higher
category. She noted that in the event those units are re-rented, we make sure
to fill the categories in the lower levels.
Councilmember Kelly commented that people are succeeding and we should
be pleased.
Mrs. Moore stated that tenants should notify the leasing office of any changes
to their income; however, most tenants wait until their annual recertification.
2
Housing Commission
Minutes March 12, 2008
Leo Sullivan commented that the moderate numbers seemed like they are
going up rather than going down and asked if it should be the other way
around.
Mrs. Moore stated that those numbers are not from new leases but from
existing tenants who are actually making more money.
Mr. Kelly stated that we do not want to ask tenants to leave if they are
industrious and making more money.
Mrs. Moore stated that several tenants that were in the moderate categories
qualified to buy a home at Falcon Crest, which is the general idea. A report on
the total number of families that moved to Falcon Crest from the Housing
Authority properties will be provided to the Commission.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
January..
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
The update on the Housing Authority properties was reviewed by the
Commission.
Janet Moore thanked those commissioners who attended the grand re-opening
of Laguna Palms.
Councilmember Kelly commented on the Laguna Palms finished product and
noted that everyone did a great job.
NEW BUSINESS
A. 14-UNIT APARTMENT COMPLEX- SAGECREST
Janet Moore stated that the Agency is continuously looking at several different
properties within Palm Desert to potentially acquire, as previously mentioned by
Justin McCarthy. A 14-unit Apartment complex closed escrow at the end of
February. The property is located on the corner of Santa Rosa, and San
Pascual. It is a deteriorated property with 12 of the 14 units occupied. The
property will be stabilized in the next 6 to 12 months and in the meantime
health and safety issues will be addressed.
3
Housing Commission
Minutes March 12, 2008
Jane Turner inquired on the recent property acquired with a house in the front
and 3 units in the back.
Mrs. Moore stated that that property is located adjacent to Pueblos Apartments
and will become part of Pueblos. Monies were transferred from Country
Village's budget, which will not be used, to Pueblos' budget during the mid-year
to accommodate for those units. The 3 units located in the back are said to be
identical to the one bedroom units at Laguna Palms, although they have not
been upgraded.
Leo Sullivan commented that he assumed that the budget for Sagecrest is an
interim budget and suggested we stop at the health and safety issues without
any further renovations to the units as previously done.
Mrs. Moore stated that the idea is to address only those health and safety
issues and stabilize the property as previously done at Country Village. The
ArchitecYs findings during a study at Country Village determined that the
property has drainage issues and grading problems which was taken into
consideration when we were doing improvements at the site. She noted that
Sagecrest has some very creative paneling on the patios that might require
replacement in the meantime.
Mr. Sullivan addressed Janet Moore and Dave Yrigoyen and asked if they felt
comfortable with the budget.
Dave Yrigoyen replied yes considering what we want to do with the property at
this time.
Mrs. Moore stated that if an issue comes up that was not anticipated then staff
will come back to this Commissioh for further review.
Mr. Sullivan expressed concern with the work done in the past of how we start
the work and then almost rubber-stamp these things. He stated that rather than
opening walls and finding that the wiring was done years ago which ultimately
means the whole building has to be re-built and how we should try to avoid this
process. He stated that the reason he was bringing this concern to staff was
because it has happened in the past and would like to be assured that as a
Commission they are made aware upfront rather than after the fact.
Mr. Yrigoyen assured Mr. Sullivan that the process he mentioned will be
avoided. He provided a brief explanation of how staff is being considerably
careful with Country Village to ensure this process does not happen.
Housing Commission
Minutes March 12, 2008
Natalie Russo asked about the tenants' responses when a property is acquired
by the Agency.
Mrs. Moore stated that initially there is a mixed response. She noted that
generally within the first 60 days of acquisition health and safety issues are
addressed such as lighting, pool covering and/or issues tenants have been
complaining about. Tenants will then notice a difference and comment on the
changes but also worry about getting asked to move.
Mrs. Moore also noted that Sagecrest has two addresses known as San
Pascual and Santa Rosa Way. The legal address of Santa Rosa Way is
correct however everyone knows the property by San Pascual such as the post
office and utility companies.
Welcome letters were sent to the tenants of Sagecrest to express appreciation
for their tenancy as well as a list of the Housing Authority properties to show
them who we are and what we do. Mrs. Moore noted that tenants are not asked
to move out.
She further stated that for the most part we do get quite a few move-outs when
we acquire a property. Tenants tend to be more vocal with respect to other
tenants since they feel we have better control of the property. She noted that
within the first 90 days tenants are provided with information with respect to the
affordable program as well as an explanation of background checks which
includes criminal, credit, etc.
Upon question, Mrs. Moore reported that the tenants at Sagecrest are on a
month to month basis with the exception of two tenants. Tenants will be
required to enter into a lease upon certification.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to authorize the approval of the
Fiscal Year 2007-2008 budget for the 14-unit apartment complex
known as Sagecrest Apartments.
5
Housing Commission
Minutes
B. LAGUNA PALMS — CHANGE ORDER NO. 6
March 12, 2008
Martin Alvarez reviewed the staff report highlighting the close out items.
Leo Sullivan asked about the 60 days to complete the items listed on the report.
Mr. Alvarez stated that the 60 days is what was negotiated for the 6 month
delay, but he anticipated that it would take several weeks to completely close
out the punch list.
Mr. Sullivan commended Mr. Alvarez on the staff report. He stated that the
report was very thorough yet concise and thanked Mr. Alvarez.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the Palm
Desert Housing Authority Board to approve Change Order No. 6 to
Contract No. HA-25760 (Portrait Homes, Inc.) in the amount not to
exceed $115,072.27 for site modifications and extended general
conditions for the housing authority property known as Laguna
Palms.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (March)
Newsletters were reviewed by the Commission.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway referenced the report and reported 3 projects are in the process
of nearing completion, and 4 notices to proceed have been issued.
Upon question, Mr. _Conway stated that the shaded properties on the report
have been completed and will be removed from the list at fiscal year end.
Leo Sullivan inquired on the activity from mobilehome parks such as Palm
Desert Greens due to the HIP article on the Brightside.
Housing Commission
Minutes March 12, 2008
Mr. Conway stated that 9 new applications were received from different
mobilehome parks.
Verna Smith mentioned that the HIP was published in the news bulletin at Palm
Desert Greens.
C. PHASE II 20-ACRE SITE UPDATE:
Falcon Crest
La Rocca Villas
Martin Alvarez reported that Falcon Crest has one property pending the close
of escrow; all site work has been completed. La Rocca Villas is complete and
fully occupied with the exception of one unit that has a minor interior issue.
Janet Moore reiterated that the Agency is continually looking at existing
properties that may be available in the City as additional housing for our
program. She noted that the Agency is currently looking at two properties.
Leo Sullivan stated that he attended a meeting last week with regard to the
objectives and plans for the City of Palm Desert, as discussed at the last
Housing Commission meeting.
Mrs. Moore stated that there were two different meetings last week with regard
to the Housing Element (Stakeholders and a Workshop for the general public),
of which Leo Sullivan attended one and Natalie Russo attended the other. The
outcome of both meetings was the same with respect to moving forward with
the objectives presented. She noted that most of the attendees agreed on the
items that are considered for housing in terms of location and how it best
serves near transportation, shopping, etc.
Janet Moore asked the Commission if they would like to schedule a date for the
tour of certain properties, as previously mentioned, or postpone to a later date.
The Commission agreed to postpone the tour to the fall.
IX. NEXT MEETING DATE — APRIL 9, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
mission Chair, ad' urned the meeting at 4:04 p.m.
Patty Leon, cording Secretary
7
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE: MARCH 13, 2008
SUBJECT: HOUSING COMMISSION MINUTES
Attached are the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held March 12, 2008:
February 13, 2008
Please submit to the Housing Authority Board.
Thank you. t{2C tv c ' 1-' gY HOUSG AUTH "J-
ory 3 B
cc: Carlos L. Ortega, Executive Director
VERIFIED BY:
Original on file with City Clerk's Office
U
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
FEBRUARY 13, 2008
CALL TO ORDER
Leo Sullivan, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Natalie Russo
Verna Smith
Leo Sullivan
Members Absent:
Linda Ward
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
Ryan Stendell, Associate Planner
III. ORAL COMMUNICATIONS
Ryan Stendell was introduced to the Commission. Mr. Stendell was in
attendance to discuss the Housing Element under Informational Items.
IV. CONSENT CALENDAR
Housing Commission
Minutes February 13,2008
A. MINUTES of the Regular Housing Commission meeting of December 12, 2007
and January 9, 2008
With a Motion made by Commissioner Smith and seconded by
Commissioner Turner the minutes of December 12, 2007, were
unanimously approved.
With a Motion made by Commissioner Turner and seconded by
Commissioner Smith the minutes of January 9, 2008 were unanimously
approved.
A correction was made to page 9 of the minutes of January 9th to reflect the
correct adjourned meeting date.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore updated the Commission on Country Village with regard to the
relocation plan. At the request of the City Attorney, the relocation plan was
pulled from the City Council Agenda as well as the plans to demolish the
apartments. They are currently off calendar until the City Attorney requests that
they move forward.
Mrs. Moore stated that staff was considering scheduling a meeting the first part
of April to meet with the Adhoc sub-committee but that may depend on the City
Attorney at this point. Staff will notify the sub-committee members of a date
once confirmed.
Martin Alvarez reported that a meeting took place on Saturday, February 9,
2008, with the Palm Desert Country Club Homeowners Association to discuss
future plans for Country Village. A presentation was made regarding the
identification of the site and the direction received from the Adhoc
subcommittee and the City Council in relation to its future development. The
relocation plan was explained as well as staffs recommendation to proceed
with a demolition plan. It was explained that the idea is to build an affordable
senior complex with a possible paramedic and fire station. The concept was
said to be on hold until further direction. Also mentioned was Casey's
negotiation to possibly acquire that portion of the site. Mr. Alvarez noted that
the members of the Homeowners Association were receptive to the plans
mentioned. Once a more defined site plan is confirmed, staff will present that
information to the Palm Desert Country Club Homeowners Association at a
future meeting.
2
Housing Commission
Minutes February 13, 2008
Jane Turner asked if Country Village was part of Palm Desert Country Club
Homeowners Association.
Justin McCarthy stated that Country Village is not part of the Homeowners
Association but since it is adjacent to Palm Desert Country Club it would serve
as a gateway.
Upon question of any objections from the Homeowners Association, Janet
Moore reported that the only objection was for a multi-family complex but the
HOA was in favor of the idea of a senior complex.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM Monthly Status Reports
The Commission reviewed the Monthly Status Report for December.
Leo Sullivan inquired on the occupancy status for Palm Village Apartments.
Teresa Vakili stated that the leasing office is having difficulties qualifying
applicants.
Mr. Sullivan inquired on the waiting list in place and asked if applicants were
pre-qualified prior to the completion of the property.
Ms. Vakili responded that applicants were pre-qualified to be placed on the
waiting list but once they were contacted to verify income, credit, and criminal
background checks most applicants did not qualify and were rejected.
She reported that as of January there are a total of 25 occupants and 11
vacancies. She anticipates 100% occupancy by March.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for December.
3
Housing Commission
Minutes February 13, 2008
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
December.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
The update on the Housing Authority properties was reviewed by the
Commission.
Pictures of the ongoing construction at Laguna Palms were circulated.
Leo Sullivan referenced the report and questioned the repairs to the damaged
ceiling at a unit at Candlewood Apartments.
Teresa Vakili responded that those damages were minor and required
replacement of loose tiles that were broken due to the heavy rains. She noted
that overall the properties did very well through the recent rains, with only minor
repairs such as roof patches at Las Serenas and One Quail Place.
Upon question, Martin Alvarez clarified why the sub-standard wall at Laguna
Palms was demolished. He stated that a change order was brought forward to
this Commission at the last meeting to address the condition of the existing
easterly wall. The wall was built by the adjacent property's developer in
conjunction with a sub-division to the east. The wall is non-compliant with
standard codes and is a health and safety issue and therefore will be replaced.
Natalie Russo questioned the removal of the master pins from all locks at La
Rocca Villas.
Teresa Vakili replied that once RPM Company takes over a property all locks
are rekeyed and the developer's master pin is removed.
Mr. Sullivan inquired on the incident that took place at One Quail Place and
asked if the victim was a tenant.
Janet Moore replied that the victim was not a tenant and the sheriff department
has taken over the investigation.
Mr. Sullivan questioned the replacement of two complete cable lines for two
units at Palm Village Apartments and asked why it was not done originally.
n
Housing Commission
Minutes February 13, 2008
Ms. Vakili stated that with any new construction there are replacements and
corrections that need to be addressed after the property is complete.
G. Report on Housing Production Needs by Category
As a request from the last meeting, a report on the Housing Production Needs
by Category was provided to the Commission for review.
Janet Moore summarized the report.
In efforts to accomplish the requirements listed on the report, Justin McCarthy
also noted that the Planning Department will put a greater responsibility to
developers with regard to the number of affordable units, noting that it would be
more financially feasible way to produce units as opposed to building them.
Leo Sullivan mentioned some of the issues with the slow market and asked
what the City is looking at.
Mr. McCarthy agreed that there has been some single-family developers that
have vacated the market. He stated there are developers, who have come
forvvard, that have shown interest in building inulti-family units that might work
in this market.
NEW BUSINESS
A. CALIFORNIA VILLAS — PHASE B
Martin Alvarez distributed a site map of California Villas' location. He reviewed
the staff report, stating that two bids were received with the lowest bid from
Doug Wall in the amount $3,137,505. The cost was said to be reasonable and
within industry standards.
Leo Sullivan asked if staff had researched Mr. Wall's background with respect
to his construction projects and reported that Mr. Wall is currently in foreclosure
on several properties with two local bank institutions. He expressed concern
with the award of contract and requested that staff consider a stringent bond
requirement. He noted that he personally knew of several properties that were
taken back from a local bank due to Mr. Wall's performance. He further noted
that he knows Mr. Wall is a good builder but strongly urged that we get a
stringent performance bond; the best one we could find.
Mr. Alvarez replied that staff would further review this matter and noted that we
do have a standard construction bond that has to be met.
N7
Housing Commission
Minutes February 13, 2008
Justin McCarthy stated that Mr. Wall posted his bond as part of the bid process
and advised that our standard bond requirement is for a complete construction.
Mr. Sullivan asked if a more stringent type of bond would be considered since
he felt that if Mr. Wall might try to take from our project to pay for his other
unfinished projects.
Mr. McCarthy stated the Mr. Wall provided a completion bond that is called into
effect should he default. He noted that perFormance payments are predicated
upon our acceptance of the work; therefore Mr. Wall would not receive any type
of payment in advance during the construction process. In addition, there is
construction management on site that will monitor and validate his payment
submittals. He further stated that there are controlled mechanisms built into the
bidding process as well as a retention portion of 10%.
Natalie Russo asked if we had the ability to ask Mr. Wall of his financial
situations.
Mr. McCarthy stated that there are a number of protections that are part of the
bidding process. The bid would have been rejected if a determination was
made that Mr. Wall is not an acceptable bidder. He advised that the bond
process is structured via State Law. Given that there was a variance in the cost
between both bids submitted, staff verified each line item within Mr. Wall's bid
and found it to be reasonable.
Dave Yrigoyen agreed and stated that we have a stringent requirement with
regard to perFormance bonds from the contractor. Mr. Wall is being hired as a
contractor and not a developer and therefore he is putting his contractor's
license on the line in order to accomplish this project.
Upon question, Mr. Alvarez stated that one of the major differences verified in
the bid amounts is that Mr. Wall is a local contractor who will use local sub-
contractors. Portrait Homes proposed to use subcontractors based outside the
area which can be significant in cost. He noted that Portrait Homes was the
contractor for Laguna Palms and Phase A improvements at California Villas.
Mr. Sullivan asked if there were any other bidders besides Portrait Homes.
Mr. Alvarez replied that there was a lot of interest at the pre-bid meeting,
however only two bids were received.
Mr. Sullivan asked about Portrait Homes past experience with the Agency.
Housing Commission
Minutes February 13, 2008
Mr. Alvarez stated that to date Portrait Homes has completed work
satisfactorily.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to authorize award of contract no.
HA-23650-C to Doug Wall Construction, Inc. (Bermuda Dunes, CA)
in the amount of $3,137,505.00 to construct Phase B site
renovations at California Villas
VII. CONTINUED BUSINESS
A. REVISED MID-YEAR 2007/2008 BUDGET ADJUSTMENT
Janet Moore reviewed the revised appropriations operating budget provided to
the Commission. She stated that the change was highlighted to show a
50,000 increase to Taos Palms Apartments. Several tenants moved out
and/or asked to be transferred to Palm Village Apartments which presented the
opportunity to renovate those units. Taos Palms was said to have some of the
oldest interiors from most of our properties.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the Palm
Desert Housing Authority Board to forward to the Finance Director
the recommendation to request approval of the revised mid-year
budget adjustment for Taos Palms Apartments.
VIII. INFORMATIONAL ITEMS
A. HOUSING ELEMENT
Ryan Stendell provided an informational update on the Housing Element. He
stated that the Planning Department is responsible for the General Plan and the
Housing Element. The Housing Element will be a planning period from 2008
through 2014. He stated that there have been a significant amount of changes
in the state law since the last planning period. The California Department of
Housing and Community Development (HCD) is now requiring a detailed
7
Housing Commission
Minutes February 13, 2008
analysis with respect to where housing units should go and the number of units
that could reasonably go there. He stated that a contract has been awarded
for a consultant to assist in this process.
The first public outreach meeting is scheduled next week, notices were sent to
developers, local Employment Development Departments (EDD), and county
social services. Subsequently, a community outreach meeting will be scheduled
to invite the general public via notice in the newspaper. Mr. Stendell stated that
one minor concern to consider is that HCD stated that if we don't have the
zoning for the required units, the Planning Department will have to rezone
property. Mr. Stendell further noted that this will be a much more
comprehensive element than the previous elements.
Leo Sullivan stated that one of the projects on Gerald Ford converted from
condos to apartments and asked if we got our share of units on that property.
Janet Moore replied yes pursuant to the requirement on that property.
Mr. Stendell stated that there is a condo conversion ordinance in place which
restricts the ability to convert condos to apartments depending on the vacancy
rate in the City.
Mr. Sullivan asked if there was any land left to be able to accommodate our
needs.
Mr. Stendell stated that the consultants are in the process of working on this
matter.
Justin McCarthy asked if there has been precedent for a revision of the
Regional Housing Needs Assessment (RHNA) numbers downward with respect
to the market conditions we are experiencing now.
Mr. Stendell stated that at a Coachella Valley Association of Governments
CVAG) meeting, a representative from HCD stated no but that he would ask
further questions regarding this issue.
Richard Kelly inquired if anyone has been prosecuted for violating the RHNA.
Mr. Stendell stated that if we do not have an element that is certified by HCD
than we are technically running outside of state law.
B. City of Palm Desert City Council, Redevelopment Agency, and Housing
Authority Strategic Objectives
0
Housing Commission
Minutes February 13, 2008
The Commission was provided with an informational packet regarding the
Strategic Objectives for the City.
Janet Moore stated that the City Council met with certain members of staff to
determine strategic objectives for the City. It was explained that since Housing
is already established as what we have to do, it was not made part of the goals
listed and only those items that have not been established were made part of
the list.
Upon question, Justin McCarthy provided a brief update on the
recommendations of the potential Desert Willow hotel.
C. HOUSING AUTHORITY NEWSLETTER (February)
Newsletters were reviewed by the Commission.
D. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
Janet Moore stated that an article was published in the Brightside regarding the
Home Improvement Program. The HIP will be published twice in the Brightside,
once in the fall to focus on roofing issues and once in the spring to focus on AC
issues.
Mrs. Moore stated that the mobile home aspect that was adopted in July has
been extremely popular. She noted that there have been quite a few applicants
from mobile home parks. She mentioned the additional issues with respect to
obtaining approvals from either the Homeowners Association and/or the
different owners of the land.
She referenced the report and stated that on the average we have completed
two projects a month.
E. Phase II 20-Acre Site Update:
Falcon Crest
La Rocca Villas
Martin Alvarez summarized the update provided by Cathy Walker.
Housing Commission
Minutes February 13, 2008
Leo Sullivan asked on the number of self-help homes to which Mr. Alvarez
responded 14.
Janet Moore stated that the self-help lots will be built as part of the next RHNA
cycle. A request for proposals will be prepared for this project. She stated that
several non-profit organizations have indicated an interest but are concerned
that they have to build all fourteen homes at once. Staff has not made a
determination whether we would consider building either one or two at a time or
all at once. Mrs. Moore stated that this project will probably be completed within
the next three to four years.
Upon question of the vacant lot located on EI Cortez, Mrs. Moore stated that
the lot was donated to Habitat for Humanity. She explained some the difficulties
Habitat is experiencing with respect to the construction aspect. The previous
contractor who was also the developer for Big Horn is no longer assisting
Habitat for Humanity.
A copy of the letter to Community Dynamics from the U.S. Department of
Housing and Urban Development was provided to the Commission for review.
Mrs. Moore stated that Ruthann Moore, Economic Development Manager,
attended the ceremony to accept the award on behalf of the City Council.
At this time, Janet Moore reported that the Housing Tour has been canceled. A
pre-opening of Laguna Palms has been scheduled for March 7, 2008 at 10:00
a.m. instead of the tour. As an alternative to the annual tour of all the
properties, staff is proposing an informal visit to a few properties such as the
new complex recently acquired, revisit the community room at Catalina
Gardens, as well as a renovated unit at Taos Palms. The tour is expected to
take approximately one hour; a date has not been determined. Mrs. Moore
asked if any of the Commissioners were interested in revisiting any of the other
properties to let her know.
IX. NEXT MEETING DATE - MARCH 12, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Leo Sullivan, Housing
Commission Chair, adjourned the meeting at 4:30 p.m. to March 12, 2008.
Patty Leon, Recording Secretary
10
a3 $3
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK `
FROM: PATTY LEON, RECORDING SECRETARY
DATE: FEBRUARY 14, 2008
SUBJECT: HOUSING COMMISSION MINUTES
Attached are the following Housing Commission Meeting Minutes approved atthe Housing
Commission meeting held February 13, 2008:
December 12, 2007 R
January 9, 2008
BY HOUSG AUTI--0
Please submit to the Housing Authority Board. N ? . lly'.1?)
Thank you. VERIFIED BY: K n j
J
Or ginai on file with City Clork's Office
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
DECEMBER 12, 2007
CALL TO ORDER
Jane Turner, Housing Commission Chair, convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Verna Smith
Also Present:
Members Absent:
Linda Ward
Natalie Russo
Carlos Ortega, Executive Director
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
ORAL COMMUNICATIONS
CONSENT CALENDAR
MINUTES of the Regular Housing Commission meeting of November 7, 2007
Housing Commission
Minutes DECEMBER 12, 2007
With a Motion made by Commissioner Smith and seconded by Commissioner
Sullivan, the November minutes were unanimously approved.
Janet Moore updated the Commission on the status of commission
appointments from the City Council as commented in the minutes by Leo
Sullivan. She noted that the City Council meeting scheduled for tomorrow has
an item under informational reports. The City Clerk is requesting information
from the Council with respect to their schedules for interviews and subsequent
appointments. Mr. Sullivan's concern has been communicated again regarding
the Housing Commission's vacancy.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The memo was replaced with a revised memo due to a correction made to the
dollar amount on item 2.
C. RPM Monthly Status Reports
The Commission reviewed the Monthly Status Report for October.
Upon question of La Rocca Villas occupancy, Teresa Vakili reported that 12
units are currently occupied and 15 pre-leased.
With regard to Palm Village Apartments, Ms. Vakili reported that seven units
were occupied in November and 25 applicants are currently being processed.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for October.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
2
G:\RDA Patty Leon\Housing CommissionUAinutes 2007\12-12-07.doc
Housing Commission
Minutes DECEMBER 12, 2007
The Commission reviewed the Monthly Net Operating Income Statements for
October.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
James Conway reviewed the update and distributed pictures of the ongoing
construction at Laguna Palms.
Mr. Conway indicated that staff is recommending that the flooring be completed
by the existing contractor as opposed to RPM Company. This will alleviate any
concerns over the warranty issues on items such as appliances since the
contractor will be responsible for both installations. A change order will be
presented at an upcoming meeting.
Martin Alvarez stated that at the last meeting staff mentioned the issues of the
easterly wall at Laguna Palms and explained that the investigation is continuing
on whether to correct it or replace it. Once an analysis is complete, a staff
report will be provided to this Commission for review.
At this time, a Relocation Plan was distributed to the Commission for review.
Janet Moore stated that the Relocation Plan is available for public viewing as of
yesterday. The plan provides a description of the relocation benefits available
to the tenants currently living there. Estimated letters of eligibility are
anticipated to be mailed early January. Once the tenants receive their letters,
they will be given a 90 day notice to move out which may result that tenants
may possibly still be there in May. The Plan is scheduled for review and
approval by the City Council in January.
Jane Turner asked if staff anticipated any problems with the relocation plan to
which Mrs. Moore responded no.
Martin Alvarez stated that staff is making every effort to contact those tenants
that have moved out and advise them of their benefits, in accordance with the
law. In the event any former residents come forward with regard to their
benefits, they will be identified and an evaluation will be made with regard to
their eligibility.
3
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Housing Commission
Minutes
NEW BUSINESS
A. ELECTION OF OFFICERS
DECEMBER 12, 2007
Janet Moore reported that Commissioner Linda Ward, who was not present at
the meeting due to health reasons, had commented she did not want to be
nominated for any of the positions open.
With members of the Commission in concurrence, Leo Sullivan was nominated
as Chairman and Verna Smith as Vice Chairman; both commissioners
accepted the office to which they were elected.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Sullivan to elect Leo Sullivan as Chair and
Verna Smith as Vice Chair commencing January 2008 for a
term of one year.
B. 2008 CONSULTANTS MASTER LIST
Rec: By Minute Motion:
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to approve the 2008 Master
Consultants List of qualified professional services consultants;
authorize the Executive Director to execute agreements and
contract amendments with named qualified consultants for services
valued at less than $25,000; and grant approval to stated selection
process as provided for by section 3.32.090 of the municipal code,
for professional services consultants performing work of limited
scope during the 2008 calendar year.
Leo Sullivan asked on the changes compared to the previous list.
Martin Alvarez reported that of the 13 applications submitted12
consultants were added to various categories of the list.
Janet Moore stated that the list was compiled by all City
departments that utilize such services.
4
G:\RDA Patty Leon\Housing CommissionUvlinutes 2007\12-12-07.doc
Housing Commission
Minutes DECEMBER 12, 2007
Verna Smith requested clarification with regard to the bid process
and asked if it was necessary to request three proposals from three
different companies or is staff able to negotiate directly with a
particular consultant of interest. Mr. Alvarez stated that staff is able
to negotiate directly with a pre-qualified professional consultant. In
the event there is a problem with a particular consultant, they will
be removed from the list.
Leo Sullivan asked if this request was being reviewed and
approved by every committee or just the Housing Commission.
Mrs. Moore responded that the Housing Commission is responsible
to review all matters that go before the Authority Board; other
Committees and Commissions do not have that responsibility.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (December)
Newsletters were reviewed by the Commission.
B. DESERT SUN NEWS ARTICLE "HELPING SENIORS HOP ONLINE"
A Desert Sun news article was provided to the Commission for review.
Janet Moore stated that the Desert Sun published a news article with regard to
Desert Samaritans outreach for the elderly. She referenced the picture on the
article of a resident of Las Serenas Apartments. Desert Samaritans also
published an article with regard to their Grocery Delivery Program in their
handbook; available to the Commission for review. She mentioned that Linda
Ward has confirmed that this is a wonderful service offered to the residents at
Las Serenas in terms of getting their grocery shopping done. She also
mentioned that Desert Samaritans coordinators will come out and assist
tenants with the program.
Jane Turner asked if computers are available to residents at Las Serenas and if
internet services are offered. Teresa Vakili responded that both Las Serenas
and Catalina Gardens community rooms have computers available to residents
with internet service available.
5
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Housing Commission
Minutes DECEMBER 12, 2007
Mrs. Moore stated that Michael Bernard, who is the Director of Desert
Samaritans, had contacted her with regard to providing assistance to the
elderly residents and mentioned the grocery delivery program. He was directed
to survey the tenants directly to see if there was any interest. As far as the
costs associated with the delivery, there is no cost to the residents.
C. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway reviewed the update, stating that 5 properties have been
completed and will be noted as complete on the report.
He mentioned that there were quite a few responses to the article published in
the Brightside.
Verna Smith commented that she had provided a copy of the Brightside to the
Assistant General Manager at Palm Desert Greens since she felt that some of
the mobile homes are in need of assistance. It was explained that several of the
applications received came from residents of Palm Desert Greens.
D. Phase II 20-Acre Site Update:
Falcon Crest
La Rocca Villas
Martin Alvarez summarized the update provided by Cathy Walker.
Upon question, he described the passive park to be an open area with no
physical structures or activity.
Verna Smith commented there was a nice press release in the Desert Sun with
regard to La Rocca Villas grand opening ceremony.
At this time, James Conway explained the pictures distributed earlier of Laguna
Palms. He stated that there are 48 units within the project consisting of 28 two-
bedrooms, 16 one-bedroom and 4 studios. He anticipated completion of the
project at the end of January.
IX. NEXT MEETING DATE — January 9, 2008
6
G\RDA\Patty Leon\Housing CommissionWlinutes 2007\72-12-07.doc
Housing Commission
Minutes DECEMBER 12, 2007
A. SCHEDULE OF HOUSING COMMISSION MEETING DATES FOR 2008
A memo was provided to the Commission listing the Housing Commission
meetings scheduled for 2008.
Janet Moore stated that the meeting of May 14 occurs after the regularly
scheduled City Council meeting and in order to accommodate actions required
by the Commission on the Housing Authority agenda staff is requesting that the
Commission adjourn the April meeting to May 7`n
Motion was made by Commissioner Sullivan and seconded by Commissioner
Smith to approve the Housing Commission meeting dates as presented in the
memo and move the meeting of May 14 to May 7`h.
Mrs. Moore asked the Commission to save the date of March 7, 2008 as a
tentative date for the Housing tour.
ADJOURNMENT
With members of the Housing Commission concurrence Jane Turner, Housing
C ssion Chair, djo r meeting at 3:50 p.m. to January 9, 2008.
n_,.L,
I,L.C,t/
Patty Leon, Recdrding Secretary
7
G:\RDA\Patty Leon\Housing CommissionVvlinutes 2007\72-12-07 doc
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JANUARY 9, 2008
I. CALL TO ORDER
Verna Smith, Housing Commission Vice-Chair, convened the meeting at 3:30
p. m.
II. ROLL CALL
Present:
Jane Turner
Natalie Russo
Verna Smith
Linda Ward
Also Present:
Justin McCarthy, ACM for Redevelopment
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Teresa Vakili, RPM Company
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Members Absent:
Leo Sullivan
A. MINUTES of the Regular Housing Commission meeting of December 12, 2007
Upon question of a quorum, Janet Moore explained that the Commission could
either postpone the minutes or take action with the two members that create
the quorum today.
Housing Commission
Minutes January 9, 2008
With the Commission's concurrence, the minutes of December 12, 2007 were
postponed to the next Housing Commission meeting.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore stated that at the last meeting the Commission was provided with
an informational packet with regard to the relocation plan. The plan has a 30-
day review process expiring January 12". The City Council is scheduled to
review the plan later this month. Once approved, the notices of eligibility will be
prepared and provided to the current tenants. Tenants will have 90 days to
move once they receive their notice of eligibility.
Verna Smith asked if the Adhoc Sub-committee would meet again soon.
Martin Alvarez stated that Interactive Design is in process of finalizing the
design concept to present to staff. Once the design is reviewed by staff, it will
be presented to the Adhoc sub-committee for further review and discussion. His
estimation is sometime in April before an Adhoc meeting would take place.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY AGENDA
ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY COUNCIL,
HOUSING AUTHORITY, AND REDEVELOPMENT AGENCY ACTIONS
The summary was reviewed by the Commission.
C. RPM Monthly Status Reports
The Commission reviewed the Monthly Status Report for November.
Janet Moore stated that future Monthly Status Reports will show an addition to
Pueblo's complex. The Agency recently acquired a four-unit complex adjacent
to Pueblos Apartments. The four-unit complex consists of three 1-bedroom
units in the back and a one 3-bedroom unit in the front.
2
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Housing Commission
Minutes January 9, 2008
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for November.
Jane Turner asked if an update on the Stipulation would be provided to the
Commission.
Janet Moore stated that Housing has met the stipulated requirements as
previously presented to this Commission. Staff is currently working on the new
Regional Housing Needs Assessment (RHNA) numbers required which have to
be produced by 2014. She noted that an update on the RHNA requirements will
be provided to the Commission at an upcoming meeting.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
November.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
James Conway reviewed the update.
He stated that Phase B of California Villas which is the site improvements that
includes ADA walkways, new maintenance facility, new entry to the community
leasing office, pool deck, etc., is currently out to bid and anticipates an open bid
date early February.
He also mentioned that the existing contractor for Laguna Palms is requesting
extended services to the contract; a possible change order will be brought to
this Commission for consideration.
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Housing Commission
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NEW BUSINESS
A. LAGUNA PALMS — CHANGE ORDER NO. 5
January 9, 2008
Martin Alvarez reviewed the staff report, highlighting the two major components
of the change order such as the perimeter wall and the flooring installations.
Verna Smith questioned if this was the last change order for Laguna Palms.
Mr. Alvarez stated that there might be some close up items that may have to be
addressed. He reiterated Mr. Conway's comment with regard to the contractor
requesting consideration for some of the delay periods, general conditions
overhead, and bond and insurance money that he is required to complete the
project, above what the original completion date was. Staff is currently
negotiating his request.
Mrs. Smith asked about a tentative completion date of the project; Mr. Alvarez
replied early February.
Natalie Russo questioned if the flooring had already received approval.
Janet Moore responded that originally the idea was to have RPM Company
coordinate the installation of the flooring as part of their contract and budget.
However, the decision was made to contract Portrait Homes to avoid any
warranty issues. This cost was not previously added to the budget.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Ward to fonvard a recommendation to the Palm
Desert Housing Authority Board to approve Change Order No. 5 to
Contract No. HA 25760 (Portrait Homes, Inc.) in the cumulative
amount of $144,699.98 for block wall modifications, site/drainage
improvements, and the addition of flooring scope for the Housing
Authority Property known as Laguna Palms Apartments.
B. LAGUNA PALMS—AMENDMENT NO. 3
Martin Alvarez reviewed the staff report.
Natalie Russo questioned the amount requested of $35,575.00 and asked if it
was considered a reasonable cost.
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Housing Commission
Minutes January 9, 2008
James Conway stated that Prest Vuksic expected to be able to complete the
project within their original contract. However, due to delays, Prest Vuksic was
not able to do that and submitted a change order which staff negotiated. Total
architectural fees were considered to be within industry standards.
Mr. Alvarez also mentioned that Prest Vuksic provided additional information on
the hours spent on specific items related to unforeseen items.
Justin McCarthy commented that there is a great deal of negotiation with regard
to change orders.
Mr. Conway referenced the Unit Cost Comparison report attached to staff
report Change Order No. 5.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Verna and seconded by
Commissioner Russo to forward a recommendation to the Palm
Desert Housing Authority Board to approve Amendment No. 3 to
Prest Vuksic, Inc. Contract No. HA 231010-A for additional
architectural design and construction administration services for
Laguna Palms Apartments.
C. HOUSING COOPERATION
Verna Smith requested an explanation on the difference between the Palm
Desert Redevelopment Agency and the Housing Authority.
Janet Moore stated that both the Redevelopment Agency and the Housing
Authority are separate and distinct public entities. The Redevelopment Agency
was created and established in order to cure blight in the City. Within that
redevelopment area/project a portion includes affordable housing. The
Redevelopment Agency dedicates 20% set-aside to affordable housing. The
Housing Authority was created to operate the 725 affordable units purchased
from the County of Riverside; to which we have added 375 for a total of 1100.
The Redevelopment Agency gives the power of operation to the Housing
Authority. The Housing Commission was tasked with reviewing and advising
the Housing Authority Board on issues that would come before the Housing
Authority Board which is typically the operation of 1100 units. Those 1100 units
are owned by the Redevelopment Agency and operated by the Housing
Authority.
5
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Housing Commission
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Janet Moore reviewed the staff report, stating that this agreement amends the
previous agreement to reflect the current properties owned as well as the
renovation projects currently underway. Additional wording was added in the
event properties are acquired that we will be able to continue that cooperation
and utilize those certain powers to renovate, reconstruct or repair properties in
need.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Verna to forward a recommendation to the Palm
Desert Housing Authority Board to approve an Amended and
Restated Housing Cooperation Agreement in order to plan,
undertake, construct or operate Housing projects.
D. MID-YEAR 2007/2008 BUDGET ADJUSTMENT
Janet Moore reviewed the summary provided by Veronica Tapia, stating that
the net effect of the revised budget is zero. She provided an explanation on the
reallocation of funding sources and staffing of properties. She mentioned that
some of the property managers are assigned to manage several different
properties; however, since Country Village will eventually go away those
managers will be reallocated to other properties. Additionally, staff is
requesting to reduce revenues at the properties related to renovations or
construction work.
Rec: By Minute Motion:
Action: Motion was made by Commissioner Turner and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to forward to the Finance Director
the recommendation to request approval to appropriate funds for
the mid-year budget adjustments for the Housing Authority
properties.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
6
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Housing Commission
Minutes
A. HOUSING AUTHORITY NEWSLETTER (January)
Newsletters were reviewed by the Commission.
January 9, 2008
Linda Ward asked if the newsletter for Las Serenas and La Rocca Villas should
be distinguished between both properties.
Teresa Vakili stated that the property manager has notified the tenants at La
Rocca Villas of special events taking place at Las Serenas as their participation
is welcome.
Ms. Ward asked about transportation between La Rocca Villas and Las
Serenas.
Mrs. Vakili stated that RPM staff does not have the ability to provide
transportation.
Ms. Ward questioned if this issue should be addressed.
Justin McCarthy stated that there are public transportation services provided
such as "dial a ride" for these situations.
Mrs. Ward commented on a conversation she had with someone interested in
applying for La Rocca Villas but had no means of transportation to that property
from Las Serenas.
Janet Moore stated that the property managers are meeting interested
applicants at La Rocca Villas as opposed to meeting at the office located at Las
Serenas.
Upon question, Teresa Vakili stated that there are currently 16 occupied and 19
pre-leased at La Rocca Villas.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway reviewed the update, stating that there are several new
applications in process.
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Housing Commission
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Janet Moore commented on the applications received from residents of
manufactured homes. She mentioned some delays with respect to homes
permanently affixed but do not own the land. She noted that if the property
owner is someone else or managed by a homeowners association it may hold
up the approval process since a few extra steps are necessary.
C. Phase II 20-Acre Site Update:
Falcon Crest
La Rocca Villas
Martin Alvarez summarized the update provided by Cathy Walker.
He noted that as part of the contract with the developer for Falcon Crest, the
developer is required to be available for the next three months after the
completion of the project in the event there are any warranty issues or any
punch list items that may come up. The developer will be available via a trailer
on site.
Linda Ward inquired on the appearance of the self-help lots and asked if those
would be a Habitat type.
Janet Moore stated that further discussion will take place with regard to the
construction of those houses in a self-help category, and whether the project
will be coordinated with either Habitat for Humanity, Rancho Housing Alliance,
or Housing Coalition, or a joint venture depending on who provides the best
opportunity.
Justin McCarthy reported that a few months ago staff brought to the attention of
this Commission that the City Council authorized staff to look at a property
located on Santa Rosa. Staff negotiated that property and was given
authorization from the Council to consummate the transaction. If accepted, staff
will be bringing back 14 units. A decision has not been determined as to the
disposition of that property in terms of rehabilitation.
Mrs. Moore commented on a recent incident at One Quail Place. She stated
that the Sheriff Department is conducting an investigation at that site. News
channels provided feedback from residents who were very positive concerning
the circumstances. She thanked RPM Company who was available to answer
any questions with regard to the incident.
At this time, Janet Moore reminded the Housing Commission of the tentative
8
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Housing Commission
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tour date of March 7, 2008.
January 9, 2008
Mrs. Moore reported that Community Dynamics received the "HUD Secretaries
Award of Excellence" for Falcon Crest. A copy of the letter regarding the award
wiil be provided to the Commission for review.
IX. NEXT MEETING DATE - FEBRUARY 13, 2008
ADJOURNMENT
With members of the Housing Commission concurrence Verna Smith, Housing
Com issio hai , a journed the meeting at 4:10 p.m. to February 13, 2008.
J
Patty Leon, Recoriiing Secretary
G.\RDA\Patty Leon\Housing CommissionVvlinutes 2008\7-9-08.doc
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR
DATE: DECEMBER 13, 2007
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held November 7, 2007:
November 7, 2007 •
e c
Please submit to the Housing Authority Board. (
gy HOUSG AUTH —
Thank you. ON I - IO O
VERIFIED BY: l`7
Original on file with City Clerk's Office
U1
i
0
lJ
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
NOVEMBER 7, 2007
I. CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Natalie Russo
Linda Ward
Verna Smith
Also Present:
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of Redevelopment
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest(s):
Bob Such, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Members Absent:
A. MINUTES of the Regular Housing Commission meeting of October 10, 2007
Housing Commission
Minutes NOVEMBER 7. 2007
With a Motion made by Commissioner Sullivan and seconded by Commissioner
Smith, the minutes were unanimously approved.
V. REPORTS AND REMARKS
A. Commission Reports
B. RPM Monthly Status Reports
The Commission reviewed the Monthly Status Report for September.
Leo Sultivan asked on a time frame of when the properties under construction
would be occupied.
Janet Moore replied that Laguna Palms will probably take the longest to
occupy, with the exception of the remaining 21-units at California Villas, but
anticipated full occupancy by midyear next year.
Country Village is anticipated that a best case scenario would be a five-year
project. The project will include relocation, engineering for the entire site,
design, and construction. She noted that a fire station will also be constructed
on the site as a cooperative project with the County, which often have different
time-lines than the City.
Mr. Sullivan asked if the fire station can be separately constructed to avoid a
delay with the construction of the apartment complex.
Mrs. Moore replied yes, however we will have to sub-divide that portion of the
site which will require that the County provides for and ensures all the
specifications are adequate for their equipment. She explained some of the
items to consider such as the entrance to the fire station, turn-a-rounds,
direction of bays, whether or not iYs appropriate to share a drive-way which
might require a preliminary design with regard to our property, and still keeping
within their radiuses. Once a decision is made on how much land they will
need, the Agency will be able to move forvvard. The City will own the land
where the fire station will be built.
Justin McCarthy stated that there is a possibility that the Agency may actually
build the fire station on behalf of the County.
C. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
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Housing Commission
Minutes NOVEMBER 7, 2007
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for September.
D. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements for
September.
Jane Turner asked for clarification on the negative figures under Net Operating
Income Per Occupied Unit.
Janet Moore stated that there are reserves available in the Housing Authority
set aside funds from previous years. The properties currently under
construction are being funded by a replacement reserve fund set aside for long
term projects. In the event those reserves are exhausted we then use
Housing's 20% set-aside.
Ms. Turner inquired if the properties were ever going to break even, considering
the restricting of the rent schedule.
Justin McCarthy stated that the only way we could break even was to build up
our inventory in excess of what is required for low and very low and start
renting units at market or moderate. However, the Authority is required by a
court mandated order to provide affordable rents and therefore it is typical and
not expected for the properties to be subsidized on an ongoing basis.
E. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
James Conway reviewed the update and distributed pictures of the ongoing
construction at Laguna Palms.
Verna Smith asked if the work being requested in the change orders for
discussion under New Business had already started.
Mr. Conway replied no since the staff reports are awaiting approval from the
City Council, contingent upon the Commission's recommendation.
Leo Sullivan stated that even though the staff reports are on the City Council's
agenda for tomorrow what would happen if the Commission rejected the
recommendations.
3
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Housing Commission
Minutes NOVEMBER 7, 2007
Justin McCarthy replied that staff would convey the Commission's decision to
the Council and ask for direction.
Mr. Sullivan inquired on the flooring change out of the laundry room at Las
Serenas.
Mr. Conway replied that it has been approximately four years since the flooring
has been upgraded. Due to wear and tear, proposals are being requested at this
time to review pricing on whether or not a decision can be made to replace the
flooring.
Janet Moore stated that a schedule is maintained on items that need to be
upgraded from repetitive use at the rental properties. She noted that staff is
trying to be proactive and monitor the wear and tear of these items before there
is a trip hazard or an issue that would cause concern.
NEW BUSINESS
A. Laguna Palms — Change Order No. 4
Rec: By Minute Motion:
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to approve Change Order No. 4 to
Contract No. HA 25760 (Portrait Homes, Inc.) in the amount of
115,774.31 for building, plumbing, and miscellaneous
rehabilitation for the Housing Authority property known as Laguna
Palms.
Martin Alvarez reviewed the staff report highlighting the major items of
modification. He displayed a rendering of Laguna Palms and depicted the
improvements recommended on the south perimeter wall. He stated that a
credit was received as part of Change Order No. 1 to build a new block wall;
however, a new scope of work was prepared in the amount of $68,607 that will
incorporate lower planter walls and a new system called a 3D panel which is a
light weight foam chalk that will allow the height to be increased without building
a brand new wall.
Also mentioned were the improvements and upgrades to the existing pool,
sidewalks, and counter tops.
4
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Housing Commission
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Upon question, it was noted that the budget would not be increased.
A correction was made to the third page of the staff report with regard to the
height of the wall to be 180 lineal feet.
Commission expressed that they appreciated the Unit Cost Comparison Report
provided as part of the staff report.
Mr. Alvarez informed the Commission of the structural issues with the 6 foot
block wall at the easterly boundary of Laguna Palms property, built as part of
the adjacent property. The wall was visually inspected and it appears that there
is some instability in the way it was constructed. The wall slumps down and the
cells that allow for the steel to come up and down are not fully encased with
concrete. He noted that he did not feel comfortable with the conditions of the
wall. An investigation is taking place with regard to the cost of having the
existing contractor either provide improvements based on structural engineer
recommendations or redo the wall to eliminate the safety issues.
Leo Sullivan asked on the depth of the footings.
Mr. Alvarez stated that it was built to current code approximately 13 years ago.
The plan is to have a structural engineer analyze the footings and the
conditions of the construction. Based on the results, staff will take the best
approach on whether to replace or retrofit the wall. It was noted that this project
would be completely outside of the existing contract. Suggestions were made to
possibly use the existing contractor since he is currently working on the site. He
mentioned that the west wall is brand new.
Janet Moore referenced the tot lot illustrated on the rendering for Laguna Palms
and stated that the tot lot is not included in the scope of work with the existing
contractor. The playground equipment has to have the appropriate fall zones
and flooring recommendations, etc. Staff will contact the Parks and Rec.
Department and utilize their resources with respect to the bidding process when
we decide to proceed.
B. Laguna Palms—Amendment No. 1
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to approve Contract Amendment
No. 1 in the amount of $34,855.00 to Vanir Construction
Management, Inc., (Contract No. HA 25760A) for continued
5
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Housing Commission
Minutes NOVEMBER 7, 2007
construction management services for the Laguna Palms
renovation project.
Martin reviewed the staff report. He stated that the amendment to Vanir
Construction ManagemenYs Contract will allow Vanir to continue through the
projecYs closeout due to the recent change orders encountered. The structural
issue on the two story building, which has caused a delay, is expected to be
completed by the end of January.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (November)
Newsletters were reviewed by the Commission.
Verna Smith referenced an insert in one of the newsletters with regard to
emergency preparation and asked why it was not in all of the newsletters.
Janet Moore stated that the property managers cycle through the notices and at
one point have circulated the emergency preparation to all properties.
Linda Ward commented on the new grocery service provided by Desert
Samaritans to residents of Las Serenas. She stated that the program is very
useful especially to those residents who are immobile.
Ms. Ward mentioned that she read an article in the Desert Sun with regard to a
neighboring city who met on the general plan and how it stated that they will
include affordable housing but will not necessarily build it. She felt the article
was humorous and complimented the City of Palm Desert.
B. AGENCY HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway reviewed the update.
Janet Moore stated that the Brightside published an article with regard to the
Home Improvement Program and noted the high response to the program.
6
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Housing Commission
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Verna Smith mentioned that she provided a copy of the Brightside to the
Manager at Palm Desert Greens who was interested in the program.
C. Phase II 20-Acre Site Update:
Falcon Crest
La Rocca Villas
Martin Alvarez summarized the update provided by Cathy Walker.
The invitation to the dedication for La Rocca Villas was provided to the Housing
Commission as part of their packet. Janet Moore stated that the
Commissioners' invitations were mailed subsequent to a correction made to the
directions; new directions were provided to the Commission.
Verna Smith mentioned that she met a prospective buyer who was awaiting
approval for a home at Falcon Crest and had expressed she was very excited
and appreciative of the City's program. Mrs. Smith indicated it made her very
proud to hear that.
Leo Sullivan inquired on the status of Mr. Bob Such's appointment to the
Commission.
Janet Moore stated that the Commission's request was forwarded to the City
Council and applications are reviewed based on their schedules. The
applications timeframe for all vacancies to committees and commissions is
November. Mr. Such's application may be included in the processing of those
applications for ease in scheduling with the Council.
Mr. Sullivan expressed concern with regard to the attendance of the
Commissioners in the summer and felt that it would be a concern during the
holiday season. He emphasized on the Council to address this matter.
Mrs. Moore reiterated that the request was forwarded to the City Council.
ADJOURNMENT
With members of the Housing Commission concurrence Chairman Jane Turner
urned the meeti 4•./08 p m. to December 12, 2007.
U v
Patty Leon, R coraing Secretary
7
G\RDA\Patty Leon\Housing Commission\Minutes 2007\11-7-07.doc
1
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE:
SUBJECT:
NOVEMBER 8, 2007
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the
Housing Commission meeting held November 7, 2007:
October 10, 2007 Meeting Minutes
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
S eFlr z_
nrT L t
BY HOUSG AUTH `-f v
ory a -i3- o"t
VERIFIED BY: k c%7l
u
Original on file with Ci4y Cierk's OYice
v
0
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
OCTOBER 10, 2007
CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Natalie Russo
Linda Ward
Verna Smith
Also Present:
Richard S. Kelly, Councilmember Liaison
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of Redevelopment
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Bob Such, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
Members Absent:
Bryce White distributed invitations to the Commission of the dedication for Palm
Village Apartments scheduled Monday, October 29, 2007 at 9:00 am. He
mentioned that representatives from the County of Riverside will be in
attendance as well as other Commissioners and City staff members.
Housing Commission
Minutes
IV. CONSENT CALENDAR
OCTOBER 10, 2007
A. MINUTES of the Regular Housing Commission meeting of September
12, 2007
With a Motion made by Commissioner Sullivan and seconded by
Commissioner Ward, the minutes were unanimously approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Linda Ward reported on the Housing Adhoc Sub Committee meeting
regarding Country Village Apartments. She noted that discussion took
place with regard to one and two story senior units with elevators. She
mentioned that a councilmember suggested balconies and/or patios for all
units as well as walk-in closets. Mrs. Ward emphasized the importance of
walk-in closets and hopes that the recommendations by the subcommittee
are taken into consideration. She noted past experience as a member of
the sub-committee for La Rocca Villas and felt that there was no
consideration given to the recommendations discussed.
Verna Smith stated she felt that the sub-committee is accomplishing a
concept and making strides toward decisions.
Ms. Ward stated that the preliminary discussion of potentially developing
commercial retail at that site was not favored by the sub-committee.
Justin McCarthy clarified that the developer of Palm Desert Country Club
proposed a project and suggested retail as opposed to affordable housing.
That discussion was presented to the Housing sub-committee and their
preference is the senior project; City Council will be advised of the
decision.
B SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
G:UiDA Patty Leon\Housing CommissionVvlinutes 200A10-10-07 Draft.doc
Housing Commission
Minutes OCTOBER 10, 2007
C. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for August.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statement for August.
Leo Sullivan asked about the tenants at Country Village and their term of
tenancy.
Teresa Vakili stated that as of August there are only 12 tenants residing at
Country Village. The Redevelopment Agency contracted a consultant to
relocate the remaining tenants.
Martin Alvarez reiterated that a consultant is preparing a relocation plan
and has met with the tenants to develop a criteria that will meet their
needs. Once the relocation plan is complete, it will be forwarded to the
City Council for recommendation contingent upon review of the Housing
Commission.
Dave Yrigoyen stated that the relocation process will take approximately
four months.
Janet Moore stated that based on preliminary schedules discussed with
the consultant, if approvals are met in a timely manner, potential offers will
be sent to the remaining tenants and possibly see vacancies at the end of
February. She noted that it does not necessarily mean that those tenants
will move by then it just means that they can potentially move by
February.
Linda Ward questioned the four month delay and asked if there was a
specific reason why these 12 tenants are not moving.
Mrs. Moore stated that these tenants have expressed that they like the
location, their units, and how it is less expensive than market rate.
Ms. Ward asked if they knew we have other locations available for them.
Mrs. Moore stated that they have been sent information of the other
3
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properties in the event they are low and moderate income.
Justin McCarthy asked on the amount they are potentially eligible for.
Mrs. Moore replied that it could be several thousand dollars.
Mr. McCarthy stated that there is a statutory process we have to follow.
Letters will be sent to the tenants to ensure appropriate steps are taken.
Mr. Sullivan stated that his question wasn't really getting the tenants to
move out but basically when they do move out how long is the process
before we take it down to the ground.
Mr. Yrigoyen stated that it could take several months; there is a process to
follow such as the bidding process and review of plans and specifications.
Mr. Sullivan asked why can't we go through the bidding process while
waiting for the tenants to move.
Mr. Yrigoyen reiterated how the Agency must follow the statutory process
first.
Mr. Sullivan asked if it is reliant upon having tenants in or out of the
property and if it made any difference.
Mr. Yrigoyen stated that it would presume we will have tenants out at a
certain time and we can not presume that. He noted that tenants have
rights in place and we have to follow that.
Mr. Richard Kelly joined the meeting at this time.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements
for August.
Leo Sullivan asked about La Rocca Villas occupancy date.
Janet Moore stated that the Housing Authority is asking the City Council
for the acceptance of the units at their meeting of October 11, 2007. Gas
meters are scheduled to be set and tested. In the event there is an issue
that may come up, staff will ask the Council to defer the acceptance and
postpone the recommendation.
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Mr. Sullivan asked if we can make an exception to those items.
Mrs. Moore replied that staff can potentially do that however those issues
must be resolved in any case.
Mr. Sullivan addressed Teresa Vakili and asked if tenants are in a queue
for those units.
Teresa Vakili replied that 50% of those units are pre-leased.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
James Conway reviewed the update.
Linda Ward inquired on the maintenance shed at Las Serenas.
Mr. Conway stated that a temporary shed was placed on site due to the
existing maintenance shop being significantly small in size.
Ms. Ward asked on a time frame of the new structure.
Janet Moore stated that there are several properties that were built without
considering the maintenance facility for storage and in fact several
properties are sharing storage. Las Serenas maintenance facility project is
one that is being contemplated but is anticipated to cost approximately
half a million dollars. It will require an architect to draw the plans as well as
the site drainage plans which will be quite extensive. And, we are not even
sure the site can accommodate such facility. That project has been put on
hold to focus on Laguna Palms and Country Village. She noted that in the
meantime a very economical solution was made to resolve any concerns
with regard to shortage of storage space. Teresa Vakili was asked to
provide pictures of the temporary storage which was said to be located in
the back not visible from the front entrance of the complex.
Ms. Ward asked if there has been any consideration given to implement a
central maintenance facility such as the corporation yard as oppose to
building maintenance facilities all over.
Mrs. Moore replied that consideration has been given for a centralized
location; however, some of the properties have fairly decent sized
5
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Housing Commission
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maintenance facilities.
OCTOBER 10, 2007
Mr. Conway stated that the properties that don't have maintenance shops
share with other properties.
Mr. Sullivan referenced the Informational Statistics and asked on the
number of A/C repairs serviced in the summer. He stated that it would
seem more logical to fix these repairs in the spring.
Mr. Conway replied for reasons of funding availability as of July 15. The
funding tends to get used up by the end of the year. Mrs. Moore stated
that the Energy Coalition is actually proactive and have asked how they
can help during that time frame.
Mrs. Moore stated that tenants are actually proactive and have asked how
they can clean their ac units.
Mr. Sullivan asked Teresa Vakili if she had received any complaints from
tenants regarding servicing the units in the summer; Mrs.Vakili replied no.
Jane Turner inquired on the unit requesting proposals at Desert Pointe.
Mr. Conway stated that the unit has been occupied by a long term tenant
and in need of attention such as drywall repairs, interior doors, and
electrical upgrades.
VI. NEW BUSINESS
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (October)
Newsletters were reviewed by the Commission.
Jane Turner mentioned an event invitation for the community room.
Teresa Vakili noted that it was to encourage participation from the tenants.
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B. HOME IMPROVEMENT PROGRAM UPDATE
OCTOBER 10, 2007
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report. He stated that, as a request from the
last meeting, the report was modified to include the application completion date.
He reported three projects completed and eight in process.
Leo Sullivan questioned a property with a committed amount of $12,500 and
4,680 disbursed and asked about the remaining balance.
Mr. Conway stated that the property may have been approved up to $12,500 but
only required $4,680 in repairs. The homeowners do not get the remaining
balance.
Justin McCarthy reminded the Committee of the approval and recommended
amendment to the Home Improvement Program to include mobile home parks.
He stated that applications have been received and are being processed
through the system and will start materializing on the report. He noted that this
will be a new arena for staff.
Mr. Sullivan asked if ownership of title to the land/parcel of the mobile home was
required.
Janet Moore stated that the mobile home owner has to have permission from
the property owner in the event that they are trying to permanently attach the
mobile home to a foundation. If this is the case, then it will become a little more
detailed in terms of legal documents. If the repairs affect the property itself,
approvals are required from the mobile home park association.
Mrs. Moore stated that the County includes the same restrictions in their
programs. She provided an example of a loud A/C unit and how the
management company had no problem approving the repairs.
Verna Smith asked if the mobile home communities are aware that this program
is available.
Mrs. Moore replied that the program has not been finalized by the City Manager.
Once it is finalized, it is scheduled to publish in the City's Brightside in
November encouraging participation without providing the exact delineations of
the qualification criteria. She stated that Palm Desert Country Club has asked
for information on the program to include in their newsletters. In the event the
mobile home communities are interested in the program to publish in their
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newsletters, that information will be provided to them as well.
C. Phase II 20-Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
Martin Alvarez summarized the update provided by Cathy Walker. He stated
that Phase II is 80% complete and Phase III is 50% complete. La Rocca Villas
received Certificate of Occupancies for all units.
Verna Smith asked if all the single-family homes at Falcon Crest had closed
escrow.
Janet Moore replied that Phase I closed escrow on 29 homes and Phase II is
50% closed.
For information purposes, Justin McCarthy reported that the Agency is
periodically active in looking for properties to acquire and have identified a 14-
unit project that was on the market.
At this time, Janet Moore stated that the next Housing Commission meeting is
scheduled one week earlier than its regularly scheduled date due to the City
Council meeting on November 8`h. In the event the City Council opt to move
their meeting to the next week, since they are only meeting once in November,
the Housing Commission will continue to meet on November 7 h as previously
approved by this Commission.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Chairman Jane Turner
a¢}Qurned the me ti at 4:06 p.m. to November 7, 2007.
i' ol-t I
Patty Leon, R cording Secretary
G.V2DA\Patty Leon\Housing Commiss onVvfinu[es 2007\IO-10-07 Draft.doc
I 1
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE:
SUBJECT:
OCTOBER 16, 2007
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission meeting held October 10, 2007:
September 12, 2007 Meeting Minutes
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
r- °
8Y HOUSG AUTH
ory o -a S-o -1
I
VERIFIED BY:_.f.OK r'q
Original on file with City Clerk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
SEPTEMBER 12, 2007
I. CALL TO ORDER
Vice-Chairman Leo Sullivan convened the meeting at 3:30 p.m.
II. ROLL CALL
Present: Members Absent:
Leo Sullivan
Natalie Russo
Linda Ward
Verna Smith
Also Present:
Richard S. Kelly, Councilmember Liaison
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Bob Such, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
IV. CONSENT CALENDAR
Jane Turner
A. MINUTES of the Regular Housing Commission meeting of July 11, 2007
With a Motion made by Commissioner Smith and seconded by
Commissioner Russo the minutes were unanimously approved with
Housing Commission
Minutes SEPTEMBER 12, 2007
Commissioner Ward abstaining since she was not present at that
meeting.
MINUTES of the Regular Housing Commission meeting of August 8,
Zoo.
With a Motion made by Commissioner Ward and seconded by
Commissioner Russo the minutes were unanimously approved with
Commissioner Smith abstaining since she was not present at that
meeting.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore referenced a letter addressed to the Commission that was
received from the Office of the District Attorney that listed several training
sessions. She reiterated that the training being offered with regard to the
Brown Act is not mandatory and will not affect the requirement of ethics
training. She noted that there is an online course for those members who
have not taken the training; a printable certificate is available after the
course. The City Attorney will notify those members who need to comply
with the requirements.
A separate mailer was provided to the Commission received from a non-
profit organization in Rancho Mirage.
For informational purposes, Mrs. Moore stated that it is City's policy to
provide a listing of Committee and Commission members for distribution
since it is public record. However, City Hall is given as the mailing
address.
At this time, Leo Sullivan asked about the Council's appointments of
commission/committee members, pointing out that Mr. Bob Such had
been present for the last three meetings.
Janet Moore replied that Mr. Such's application has been submitted to the
City Clerks o ce. She noted that she had discussed his interest with the
City Clerk as well as the Council's appointments. She stated that a
request could be forwarded at the request of the Housing Commission for
review.
Mr. Sullivan stated that he felt there was a problem with so few members
on the Housing Commission and asked that this request be forwarded to
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Housing Commission
Minutes SEPTEMBER 12, 2007
the Council as soon as possible. He understood that this request would
not be on the City Council agenda for September's meeting but asked
about October's agenda.
Mrs. Moore stated that this request will be forwarded to the City Clerk on
behalf of the Housing Commission. She noted that the City Council sets
the date for appointments to commissions and committees.
She reported that at the most recent Council meeting, the Housing
Authority board appointed a council liaison for this Commission. She
advised that the council liaison might attend this meeting late due to
conflict with another meeting.
Mr. Sullivan stated that he would like to address this concern with the
Mayor since only three members were present for the last two meetings
and felt that they barely got through the meeting. He asked if staff had
heard from Donna Lewis who had attended past meetings as a potential
commission member; Mrs. Moore responded no.
B. RPM MONTHLY STATUS REPORTS
The Commission reviewed the Monthly Status Report for July.
Janet Moore referenced both reports and asked if one suffices the other
and if there was a preference for one or the other. With the Commission's
acceptance, staff will continue to provide both reports.
At this time, Janet Moore introduced Mayor Kelly to the Commission as
the newly appointed council liaison to this Commission.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
The Commission reviewed the Monthly Occupancy and Average Rent
Statements for June and July.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
The Commission reviewed the Monthly Net Operating Income Statements
for June and July.
Leo Sullivan addressed Teresa Vakili and asked if there are any problems
in filling the needs of our requirements.
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Housing Commission
Minutes SEPTEMBER 12, 2007
Teresa Vakili responded that there are a lot of applicants on the wait list
and generally review 10 to 20 applications in order to qualify and pre-
lease a unit.
Mr. Sullivan asked about a"drop dead date" for waiting list applicants who
are no longer interested.
Ms. Vakili responded that after several attempts to contact applicants by
either phone or letter those applicants are removed from the wait list. She
also noted that if the applicant is not ready or able to move in when they
are selected from the wait list at that time they are placed at the bottom of
the list. If they decline a second time then they are removed from the wait
list permanently.
Natalie Russo referenced the report and asked if the breakdown of
income levels indicated the difference in the rental rate for each category.
Teresa Vakili responded yes and how the income levels are determined
based on the household's income.
Linda Ward commented on how her neighbor pays a different rental rate
than she does having both the same identical unit.
Janet Moore stated the income levels were standardized at 5%
increments as opposed to having different rental structures for each
tenant.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Leo Sullivan inquired on the AC replacements and repairs at several
properties.
James Conway stated that he has been working with the Office of Energy
Management to prepare a comprehensive packet of several properties
that will include the cost associated to incorporate energy efficiencies and
the various rebate programs available.
Mr. Sullivan asked if the window units at Desert Pointe would be
reconsidered.
0
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Housing Commission
Minutes SEPTEMBER 12, 2007
Mr. Conway stated that of all the properties Desert Pointe is the most
difficult to determine. It is not yet determined what the plan will be for that
property. It was explained that in the past, staff looked at retrofitting the
entire property but found it to be significantly high in cost. The tenants
were asked what their preference was in terms of AC equipment to which
most of them preferred the window units at that time. Staff is looking into
different sources to assist the property in terms of making it more efficient.
Mr. Conway referenced the cost comparison report provided to the
Commission with respect to Laguna Palms and Palm Village Apartments.
The square foot costs was included in the report, as requested by Leo
Sullivan at the last meeting. Mr. Conway noted that the contingency
amount for Laguna Palms is part of the construction totals; however, in the
event that those amounts are not expended the totals will change.
Janet Moore clarified that it is a full building square footage per foot cost
for both properties.
Linda Ward commented that Laguna Palms is still ongoing construction
and therefore the report is not final at this point.
Mr. Sullivan stated that he has been trying to get some kind of feel on
whether it would have been worth our while to tear it down; assuming that
everything else comes out without any other additions. He asked that the
report be updated and brought back to the Commission especially if the
totals change. He stated that he would like to be involved with the
decision-making process in this particular property as a comparison to
building Palm Village. He thanked James Conway for the report.
Mrs. Moore stated that in the event we do have change orders that exceed
any of the totals, an updated report will be provided to the Commission.
Mr. Conway stated that there are two components that are not part of the
Laguna Palms contract which are the carport structures and playground
equipment.
VI. NEW BUSINESS
A. Laguna Palms — Ratify Engineering Services
Rec: By Minute Motion:
Action: Motion was made by Commissioner Russo and seconded by
5
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Housing Commission
Minutes SEPTEMBER 12, 2007
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to ratify an agreement for
professional services Contract No. HA for the re-design of
structural engineering by a third party engineer related to the Laguna
Palms renovation project.
James Conway reviewed the staff report.
Martin Alvarez stated that the changes that were accepted meet the building
code requirements and are approved by an engineer.
B. Laguna Palms — Change Order No. 3
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Paim
Desert Housing Authority Board to approve Change Order No. 3 to
Contract No. HA 25760 (Portrait Homes, Inc.) in the amount of
16,085.95 for structural upgrades to the two-story building and
various interior fixtures for the Housing Authority property known as
Laguna Palms.
Martin Alvarez reviewed the staff report stating that the change order includes a
credit in the specified amount in addition to a new load beam, post and footings
to support the second level. He stated that this is expected when retrofitting a
1960's building to meet current standards. With regard to the existing fixtures,
in order to maintain consistency throughout the complex, those fixtures will be
salvaged and used at the other housing authority properties.
Leo Sullivan asked if the fixtures are those from the previous renovated units.
Janet Moore responded yes, but that only those newer fixtures will be salvaged
and used at other properties.
Mr. Sullivan asked if the cost to upgrade the interiors of the previous units was
included in the analysis prepared by James Conway. James Conway
referenced the report and depicted the first line at the bottom, which listed the
amount included of $180,000 for interior upgrades previously installed.
C. California Villas — Notice of Completion
Rec: By Minute Motion:
0
G.UtDA Patty Leon\Housing CommissionVvlmutes 2007U-12-07 dac
Housing Commission
Minutes SEPTEMBER 12, 2007
Action: Motion was made by Commissioner Ward and seconded by _
Commissioner Smith to forward a recommendation to the Palm
Desert Housing Authority Board to authorize the City Clerk to file a
Notice of Completion for the project known as California Villas Phase
A, exterior building improvements (Contract No. HA-23650)
James Conway reviewed the staff report.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (September)
Newsletters were reviewed by the Commission.
Linda Ward questioned the different numbers listed for courtesy patrol. Teresa
Vakili stated that various companies are being used for the properties as
opposed to contracting with one specific company. Mrs. Ward commented that
she is impressed with Bower Company.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program (HIP) was provided to the
Commission for review.
James Conway summarized the report, stating that five properties are nearing
completion and one property is final. He noted that the properties that do not
show amounts committed are in the review process.
Mr. Sullivan inquired on the average time it takes for a property to be in the
review process.
Janet Moore stated that what lengthens the time is actually the applicants
portion. There is quite a bit of information that needs to be submitted by the
applicant and in most cases the applicant is unaccustomed to this process.
Part of the HIP p ogram is federally funded by the Community Development
Block Grant funds, which makes it difficult to be flexible on some of the
documentation. In some cases the applicant will spend a fairly large lead-time
just to accumulate the documentation and submit it. Mrs. Moore provided an
example of one applicant that provided all the documentation within two days.
Mr. Sullivan asked on the length of time it took to complete that particular
7
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Housing Commission
Minutes
property.
SEPTEMBER 12, 2007
Mrs. Moore explained that that applicant was in need of an emergency grant
and was completed within two and a half weeks. She mentioned that
applications are prioritized in terms of health and safety issues and/or code
violations. She noted that the process has, in some cases, taken approximately
12 months.
Mr. Sullivan questioned the length of time it takes for a$25,000 loan.
Mr. Conway provided some examples of unforeseen issues at some of the
properties such as mold and asbestos abatement to treat. He stated that
working with the consultant and insurance companies has alleviated some of
the duration of this process and allowed for immediate mitigation.
Mr. Sullivan inquired on the start date of that particular property with issues.
Mr. Conway responded that that particular property was in the system for
approximately eight to nine months.
Mrs. Moore explained how insurance issues have to be resolved and funds
disbursed before disbursement of the HIP funds. She noted that the Agency's
intent is to expedite this process and are always looking for ways to do so.
Once the application is complete and assigned to Rancho Housing Alliance,
homeowners are able to sign contracts with contractors to complete the work.
Mr. Conway noted that the Agency has not received negative comments with
respect to the time frames. Applicants are notified immediately when they
submit an incomplete application.
Mrs. Moore added that applicants are given plenty of time to respond to the
request for documentation and are not arbitrarily removed.
Mr. Sullivan referenced the update and stated that the scope of work for the
properties in the review process did not seem complicated to correct. He asked
if there was some way to insert a date of completed application on the update.
He commented that some of the properties listed on the update seemed like
they have been there forever. He referenced a property requesting to remodel
the front yard and commented that it should not take that long to complete.
Mr. Conway stated that the applicants recently added to the update are not
aware of the actual improvements that are allowed. He noted that most of the
items listed for improvements requested may not be the actual work accepted.
He referenced the property on Portola Avenue and stated that that property will
8
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Housing Commission
Minutes SEPTEMBER 12, 2007
need a variance and will need to submit plans to the Building Department for
approvals.
Mrs. Moore stated that the Agency does assist homeowners with submittals to
the Building Department and often times the homeowners will request
variances exceeding code requirements. She noted that the completion date,
which is the actual date that the work has been agreed to, can be added to the
update.
Mr. Sullivan stated that a discussion had taken place previously with regard to
the properties acquired by the Palm Desert Redevelopment Agency and how
setting up a fast track program with the various departments within the City
would expedite this process. He asked if there was a way to develop a fast track
program for these types of issues. He mentioned that he understood that there
are limitations to variances and can often go back and forth making it difficult to
resolve. He asked if there was a way to take a complete packet and fast track it
through the various departments in the City so that we don't have to stumble
over these things.
Mrs. Moore replied that the fast track process is already taken place especially if
it is a health and safety issue. She noted that there is no problem within the
departments unless there is a requested item that is di cult to accommodate.
She commented that the turn around time has been relatively quick with respect
to our departments.
Mr. Conway explained how most of the work requested does not require plan
check but instead over the counter service that does not take too much time. He
noted how often times the duration of time will actually come from the
homeowners who are concerned with a lien on their property and request a
reduction in the funding amount creating a new work write up.
Mr. Sullivan asked if the consultants are outside contractors that get reimbursed
from the program's funds.
Mrs. Moore stated that the cohsultant is Rancho Housing Alliance a local non-
profit organization who works with several cities. Positive feedback has been
received from homeowners with respect to Rancho's performance. She
reiterated the uneasiness of the homeowners when it comes right down to
signing the documents and their commitment to the program in terms of loans
and liens against their properties. She commented that there are a few
committed loans with payments, but most are deferred or grants, given that
most of the homeowners cannot afford the payments. She noted that the
program is very successful and a new article will be published in the City's
Brightside for the month of November asking for participants.
9
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Housing Commission
Minutes SEPTEMBER 12, 2007
Mr. Sullivan noted that he was bringing these comments up to see if we could
improve the program and facilitate it in some type of a manner that does not
place a homeowner in a queue for nine months or a year. He felt that it seemed
that it took a large amount of time.
Mrs. Moore stated that those properties that seemed to be on a queue for some
time have not completed what they need in order to proceed. She stated that
staff will do what they can to facilitate the program as well as note any
comments from new applicants with regard to the duration of the application
process. She stated that often times the work requests are not a health and
safety issue but rather a personal upgrade such as a new stove and/or new
cabinets that do not qualify under the program. She mentioned how applications
are prioritized depending on the specifics of improvements. Energy benefits that
will assist with the condition of the property are given consideration.
Mr. Sullivan asked if a new column may be added to the update to include the
approval date of the application.
Natalie Russo asked where to find the description for a grant with lien.
Mrs. Moore stated that the new Home Improvement packet provided to the
Commission for review two months ago has the descriptions of the funding
components.
C. PALM VILLAGE APARTMENTS
A memo was provided to the Commission with attached copies of the
Certificates of Occupancies for buildings A, B and C.
The Commission gave a round of applause to Bryce White.
Bryce White was pleased to announce that the Palm Village Apartments are
now complete and have been issued a Certificate of Occupancy. He noted that
a grand opening would be scheduled at a later date.
Leo Sullivan asked when the property would be occupied.
Janet Moore stated that as soon as approvals are received from the County,
she anticipated November as the first few move-ins.
Mr. White reported a minor vandalism of which the Sheriff Department was able
to provide additional patrol.
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Minutes
D. Phase II 20-Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
SEPTEMBER 12, 2007
Martin Alvarez reviewed the update provided by Cathy Walker. He reported that
Phase I is complete with 100% occupancy for 30 homes. Phase II is 80%
complete and Phase III is 45% complete.
Mr. Alvarez reported La Rocca Villas structurally complete with minor punch
items to complete.
Pictures of La Rocca Villas were distributed to the Commission for review.
At this time Leo Sullivan addressed Mr. Kelly and asked that the Council give
consideration to Mr. Bob Such who has attended three meetings as a candidate
for the membership of this Commission. He asked Mr. Kelly to facilitate his
approval since he felt that the Commission has run into several problems
recently where they barely have three people show up to a meeting due to
certain situations. He noted that the Commission is down to five members and
expressed how he felt this has really caused some headaches and how a
quorum of three is needed to make anything work. Once again he asked Mr.
Kelly, as a member of the Council, if he would try and facilitate Mr. Such's
approval.
Mr. Kelly stated that the request needed to come from staff and not a request on
his behalf.
Mr. Sullivan noted that he just wanted the issue brought to Mr. Kelly's attention.
Mr. Kelly reiterated that the request needed to come from staff.
Janet Moore stated that staff would forward a request.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Vice-Chairman Leo Sullivan
a ned
eetinC
m. to October 10, 2007.
Patty Leon, Rebording Secretary
11
CV2DA\Patty LeonU-Iousmg CommissionUdinutes 2007\9-12-07 .doc
i.
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PAl-fY LEON, RECORDING SECRETAR
DATE: SEPTEMBER 13. 2007
SUBJECT: HOUSING COMMISSION MINUTES
Attached arethefollowing Housing Commission Meeting Minutes approved atthe Housing
Commission Meeting held September 12, 2007:
July 11, 2007 Meeting Minutes
August 8, 2007 Meeting Minutes
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
E
BY HOUSG AUTH
oN a`1-o7
VERIFIED BY:_"'"--
Originai on file with City Clerk's Office
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CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JULY 11, 2007
CALL TO ORDER
Vice-Chairman Leo Sullivan convened the meeting at 3:30 p.m.
II. ROLL CALL
Present: Members Absent:
Leo Sullivan
Verna Smith
Natalie Russo
Also Present:
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Director of Housing
Jessica Gonzales, Management Analyst - Housing
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Bob Such, Potential Commissioner
Donna Lewis, Potential Commissioner
III. ORAL COMMUNICATIONS
Jane Turner
Linda Ward
Bob Such and Donna Lewis were introduced as potential Housing Commission
members. City staff member Beth Longman was also introduced as the
recording secretary for the month of August.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of June 13, 2007.
Housing Commission
Minutes JULY 11, 2007
With a Motion made by Commissioner Smith and seconded by
Commissioner Russo the minutes were unanimously approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore referenced a letter addressed to all City Committee and
Commission members that was received from the Office of the District
Attorney in Riverside. Mrs. Moore indicated that the City Attorney
explained that the training being offered with regard to the Brown Act is
not mandatory and will not affect the requirement of ethics training as an
elected o cial.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for May was reviewed by the Commission.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for May was reviewed by the Commission.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for May was reviewed by the Commission.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Verna Smith inquired if the new A/C window units installed at Country
Village included occupied units only.
James Conway stated that the existing tenants were offered the window
units, given that the main cooling chiller system is inoperable.
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Minutes
VI. NEW BUSINESS
A. Laguna Palms - Verizon
Rec: By Minute Motion:
JULY 11, 2007
Action: Motion was made by Commissioner Russo and seconded by
Commissioner Smith to forward a recommendation to the
Palm Desert Housing Authority Board to approve Verizon
Work Order No. 0547-8POAOAK in an amount not-to-exceed
35,014.86 to remove overhead lines and pull and install new
telephone service at Laguna Palms Apartments.
James Conway reviewed the staff report, stating that approving the
recommendation will allow the removal of the overhead utility lines and
install new service lines. Southern Edison Company will remove the
overhead poles at no charge courtesy of a rebate.
Natalie Russo asked if this expense was included as part of the
underground conduit installation.
Mr. Conway stated that a deposit was required at that time but not for the
cost to pull and install new services.
B. California Villas — Change Order No. 4(Portrait Homes)
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the
Palm Desert Housing Authority Board to authorize Change
Order No. 4 to Portrait Homes, Inc. (Contract No. HA-23650) in
the deductive amount of $1550.70 for exterior renovations at
the Housing Authority property known as California Villas.
Leo Sullivan asked if it was necessary to bring a routine
recommendation with a minimal amount such as $1,500 and asked
if there was a certain allowance in these transactions.
Janet Moore stated the City Manager has also addressed this issue
with respect to the Purchase Ordinance policy and procedures.
However, the recommendation of the change order is a deductive
amount and not an addition. There is a possibility that in the future
Gtrda\Patty Leon\HousingCommission\Minu[es 2007V-I L07 Draft doc
Housing Commission
Minutes JULY 11, 2007
there will be a revision to the authorization of the City Manager so
he is allowed, up to certain dollar amount, to authorize these
change orders including deductive amounts.
James Conway stated that this change order concludes Phase A. A
Notice of Completion will be forwarded to this Commission once
completed.
C. Laguna Palms — Change Order No. 2(Portrait Homes)
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the
Palm Desert Housing Authority Board to approve Change
Order No. 2 in the amount of $289,124.84 for Portrait Homes,
Inc. (Contract No. HA 25760) for structural upgrades as
required by California Building Code at the Laguna Palms
Apartments.
James Conway distributed pictures of the ongoing rehabilitation
project at Laguna Palms. He stated that the majority of the
changes are due to structural upgrades in order to meet current
building codes.
Leo Sullivan expressed that he has brought this issue up in the past
and felt that this project would have been better off taking it down to
the ground and starting from scratch. He requested a total
expenditure of Laguna Palms rehabilitation, exclusive of the
purchase of the property. He stated that he was concerned with
the rehabilitation process especially how the structures are being
torn down to the studs.
Mr. McCarthy replied that an expenditure analysis will be prepared
and brought to this Commission for review.
Verna Smith agreed with Mr. Sullivan, stating that closer
consideration should be given to older properties especially those
that would not meet current building codes.
Mr. McCarthy stated that there were institutional issues that were
considered when this particular project was being scoped. He
provided a brief explanation on the housing production requirements
as part of the Stipulation. He stated that the deadline to meet our
goal was met through the assistance of our Acquisition
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Minutes JULY 11, 2007
Rehabilitation Program that was used to rehab Laguna Palms.
Upon question as to who establishes these deadlines, Mr. McCarthy
explained the legal settlement between the Redevelopment Agency
and the Western Center for Law and Poverty. As a result of that
litigation, there was a resolution settlement whereby the Agency
would agree by a certain date to create a certain amount of units. He
noted how some of these older properties were purchased with the
intent to rehabilitate them in order to meet our objectives. He stated
that the deadline was met through these exercises as well as the
new developments such as Palm Village Apartments and La Rocca
Villas.
Mr. Sullivan stated he felt uncomfortable with the recommendation
since the Commission was taking staff's word to move forward. He
mentioned that he was not going to be rubber-stamping as much as
he has in the past.
At this time, Janet Moore reported on the study session of the City
Council of which both Verna Smith and Jane Turner attended with
regard to Country Village. The City Council was apprised of the
Commission and sub-committee's discussions. The consensus of
the members present stated that senior housing would be most
appropriate for that site. Some changes in the dynamics of the area
may have an impact on the recommendation; however, members of
the Council asked that the sub-committee meet to discuss those
issues in more detail with respect to the layout and the appropriate
amenities for that site. She noted that it is anticipated that this
project is approximately a five-year project.
Mrs. Smith stated that three of the council members were opposed
to the assisted living services discussed.
Mr. McCarthy stated that one of the dynamics being discussed is a
new concept to consider retail at the frontage area of the site,
brought forth from a developer. This concept has not been evaluated
or discussed.
Mrs. Moore stated that the existing residents at County Village have
expressed that the do not want to move because of its location and
close proximity to the services and amenities available.
At this time, Mr. Sullivan asked for the number of children that reside
at One Quail Place who are attending the head start program.
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Mrs. Moore stated that last year there were nine of the seventeen
students who reside at One Quail Place. Parents requesting the
part-time program are accomodated at the Early Childcare
Education Center (ECEC) formerly known as the Wallaroo Center
located on Cabrillo and Alessandro. A discussion was made by
Desert Sands to consolidate their facilities and actually move all
students to the the ECEC for the full-time program. The difference
between both facilities is the separation between rooms used for
either nap times or different activities. She mentioned that four of
the nine applicants on the waitlist are residents from One Quail
Place.
Mr. Sullivan asked if priority was given to residents of One Quail
Place.
Mrs. Moore replied that One Quail residents that show interest in the
program are placed on the wait list due to proximity.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (July)
Newsletters were reviewed by the Commission.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program was provided to the Commission
for review.
James Conway reviewed the report stating that five projects are nearing
completion, four in process, and six are new applicants.
A proposed Home Improvement Program Guidelines and Changes At-A-Glance
were provided to the Commission for review.
Janet Moore reviewed the summary and stated that the information provided is
the same version that is being presented to the City Council for approval at their
meeting of July 12th. She stated that the revisions have been ongoing and
expressed appreciation towards those commissioners who assisted in certain
aspects of the changes.
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Leo Sullivan inquired on an item in the City Council agenda with respect to
several properties being acquired and asked if the property behind Country
Village was part of the acquisitions.
Justin McCarthy replied no and stated that those properties being acquired are
part of a Redevelopment project known as the Alessandro Alleyway Project.
In regard to the property behind Country Village, it was explained that the
property was acquired and the existing home has been demolished.
C. PALM VILLAGE APARTMENTS
An update on Palm Village Apartments was provided to the Commission as well
as updated pictures of the construction phase.
Bryce White stated that most of the work on the pictures has been completed.
An inspection with the Fire Marshall is scheduled for July 12 h. If approved, a
final inspection will be scheduled with City inspectors.
D. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
Dave Yrigoyen reviewed the update provided by Cathy Walker. He stated that
La Rocca Villas is scheduled for completion in approximately one month. Phase
one of Falcon Crest is complete. Twenty-one of the 29 families have closed
escrow.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Vice-Chairman Leo Sullivan
a' rned the meeting at 26 p.m. to August 8, 2007.
v`'`-`-/ "U
I
PATTY LEON, RECORDING SECRETARY
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CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
AUGUST 8, 2007
I. CALL TO ORDER
Vice-Chairman Leo Sullivan convened the meeting at 3:35 p.m.
II. ROLL CALL
Present: Members Absent:
Leo Sullivan
Natalie Russo
Linda Ward
Also Present:
Justin McCarthy, ACM for Redevelopment
Janet Moore, Director of Housing
Martin Alvarez, Redevelopment Manager
Jessica Gonzales, Management Analyst — Housing
Bryce White, Project Administrator
James Conway, Project Coordinator
Beth Longman, Acting Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Verna Smith
Jane Turner
III. ORAL COMMUNICATIONS
Janet Moore stated that the Agency's attorney has requested that New Business
Item A, the Housing Cooperation Agreement, to be continued to a date
uncertain.
Action: Motion made by Commissioner Russo and seconded by
Commissioner Ward, that the review of the Housing
Cooperative Agreement be continued and such Motion was
unanimously approved.
Housing Commission
Minutes
IV. CONSENT CALENDAR
AUGUST 8, 2007
A. MINUTES of the Regular Housing Commission meeting of July 11, 2007.
Janet Moore reported that it has been confirmed by the City Clerk that if a
majority of the members present at this meeting were also present at the
July 11, 2007, meeting then a vote to approve those minutes can be
taken.
With a Motion made by Commissioner Russo and seconded by
Commissioner Ward that approval of the Minutes be continued until
the September 12, 2007, meeting and such Motion was unanimously
approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
There were no Commission Reports.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for June was reviewed by the Commission.
Natalie Russo asked if it was correct at California Villas that there are ten
units shown as vacant, but that are not down. Teresa Vakili responded
that this is correct, and that these ten units are completed and ready to
pre-lease. Ms. Russo inquired if there were prospective tenants on the
waitlist. Ms. Vakili responded that because of the length of the recent
construction, the waitlist was depleted and is now being re-established.
The individuals who had been on the waitlist had already found housing.
Janet Moore added that people on waitlists for other Housing Authority
properties were being contacted to see if they had an interest in moving to
California Villas.
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E.
F
AUGUST 8, 2007
Linda Ward asked if there were a larger number of people inquiring about
renting at California Villas now that the renovation is complete. Ms. Vakili
replied that traffic is picking up due to marketing efforts and the fact that
the property has been renovated.
Ms. Vakili also stated that people from surrounding apartment
communities have approached them in hopes that the City would
purchase their properties. Justin McCarthy stated that there is a large,
approximately 200-unit property nearby that is similar in style and
construction to California Villas, and that the City has approached the
owners several times inquiring about a possible purchase. They have not
been abie to make a deal on an acquisition.
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for June was reviewed by the Commission.
REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Due to the fiscal year end process, Report #2 for June is not available, but
will be provided as soon as it is available.
Teresa Vakili stated that they want to make sure that all invoices for fiscal
year 2006/2007 are in before preparing the statements. Janet Moore
stated that the City does not officially close the books and provide
preliminary financials until November with finalization in December or
January. RPM has to follow the same schedule as the City, but they try to
close sooner than that and hope to have the year-end reports available by
October or perhaps September.
HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Leo Sullivan asked how many more compressor failures could be
expected. Janet Moore stated that they are working with Pat Conlon of
the City's Office of Energy Management who has suggested that we
change out most of our units to 15 SEER ratings or higher. There are
currently significant rebates being offered and Mr. Conlon is preparing a
specification package for all of the Housing Authority properties except for
Laguna Palms, California Villas, Country Village Apartments, Palm Village
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Apartments, and One Quail Place. The units at One Quail Place will
eventually be replaced, but because of the configuration and large number
of units at this property there is a need to scope this project differently. It
will also involve a lot of coordination with the tenants.
Mr. Sullivan asked how much could be expected in rebates. Janet Moore
stated that a rebate of approximately $500,000 against a replacement cost
of approximately $2,000,000 could be expected for changing out
approximately 370 units at the properties currently being considered. Ms.
Moore further stated that they believe that the rebates are only guaranteed
through the end of 2008. Some of the current units only have a rating of
6 SEER so by increasing e ciency of these units to a 15 SEER rating, we
hope to defray some,of the cost through the savings. The tenants will see
some benefit to this increase in efficiency; however, we can utilize the
County's utility allowance for energy efficient units. This is a much smaller
allowance to the tenant so we will collect more in rent. This will also help
to offset the cost. Ms. Moore stated that these figures are a qualified
estimate based on Mr. Conlon's initial review of a replacement program.
Linda Ward asked James Conway if duct cleaning is done at the
properties. Mr. Conway replied that duct inspections and cleaning are
now required if an air conditioning unit is replaced. There is also a rebate
program for this work. If the anticipated replacement program were
undertaken, duct cleaning would be required. Ms. Ward stated that her
ducts have not been cleaned while she has lived in her apartment, and
that she understands that her air conditioner was replaced shortly before
she moved in.
Leo Sullivan asked if the phone entry system at Candlewood Apartments
was being replaced or if it is a new system. Mr. Conway replied that it is a
new system. New entry gates have been installed and an entry system is
needed for tenants to give guests access to the property.
Janet Moore pointed out the cost comparison prepared by Mr. Conway of
factual numbers with respect to Laguna Palms and Palm Village. This
shows the difference between a newly constructed project and a
renovation. The information was provided to the Commission using Palm
Village as a comparison because it is a recent project. However it was
noted that there are variables between the two projects making the
comparisons difficult. Primarily, the Palm Village project was a Davis
Bacon prevailing wage job, while Laguna Palms was a renovation. There
are increased costs with both of those types of projects, and staff is
unable to quantify an amount, or percentage to allocate to the variable
aspects of the projects.
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Leo Sullivan asked if a comparison of square foot costs could be made for
these two projects. James Conway will provide this comparison.
Justin McCarthy noted that with the increase in land prices, the cost per
unit could increase to $300,000 in terms of production. Natalie Russo
commented that this sounds higher than market value for these properties.
Mr. McCarthy replied that this could happen if properties are demolished
and rebuilt or if they are rehabilitated to a current standard. Mr. Sullivan
commented that it could be necessary to pay these prices in order to get
the product into the portfolio. Mr. McCarthy noted that Palm Village had a
very low land cost, and Laguna Palms was fairly low on a per unit
acquisition cost. Land costs are now approximately $400,000 to $500,000
per acre. Mr. Sullivan noted that with the City being almost entirely
developed, there is not much land available. This drives up the cost of
land.
VI. NEW BUSINESS
A. Housing Cooperation Agreement
Motion to continue was made during Oral Communications.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (August)
Newsletters were reviewed by the Commission.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program was provided to the Commission
for review.
James Conway stated that there are four homes nearing completion, three are
in the middle of construction, and the remaining homes are new assignments
and are just in the early stages of the program. The list has been reduced
substantially.
Leo Sullivan commented that is seems most of the projects are at $25,000. Mr.
Conway responded that most are either at that amount or at $12,500, and they
typically don't like to get into the loans and have the $200 monthly payment.
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Janet Moore noted that the new, higher amounts would begin appearing soon
due to the changes in the Home Improvement Program guidelines that were
recentiy provided to the Housing Commission. Applications submitted after the
new amounts were approved will follow the new guidelines.
C. PALM VILLAGE APARTMENTS
Bryce White stated that the work left outstanding by the general contractor has
been completed up to the point of some remaining punchlist items. Numerous
final inspections have been passed including public works, landscaping,
planning, and the Fire Marshall. Once the punchlist items are completed, the
final inspection from the building department will be obtained.
Leo Sullivan asked when tenants could be expected to take occupancy. Mr.
White stated that he is not certain when that will occur because it is a new
project, and also due to the relationship with the Riverside Economic
Development Agency. Some of those requirements still need to be worked out.
Janet Moore stated that because this project received HOME funds, the County
gets a fair amount of control. They can inspect the units, and ensure that our
plans, processes, and outreach to prospective tenants are acceptable to them.
The use of the City's 20 percent funds are not governed by HUD, but the HOME
program tends to rely on HUD for their guidelines, which are extensive. Staff is
diligently working with them to work out the issues.
Mr. Sullivan asked if this affects the pipeline of tenants. Teresa Vakili replied
that there are approximately 70 people on the waitlist for this property. They will
work with the County guidelines on our outreach to prospective tenants. Mr.
Sullivan asked about the outreach. Janet Moore stated that the County has
certain requirements on outreach to all segments of the community. StafF does
not see that there is any one segment of the population that would not apply and
has submitted that to them. They are very task oriented and want to see how
the process works.
Justin McCarthy commented that the HOME commitment was made six or
seven years ago, and the requirements may have risen during that period of
time. As a point of information, we do a great deal of outreach. Janet Moore
stated that information on all of our properties is sent out quarterly in English
and Spanish to such organizations as the United Farm Workers, Western
Center for Law and Poverty, and a notice is published monthly in a Spanish
language newspaper. Mr. Sullivan asked what the County offers that we don't
already do. Mr. McCarthy stated that iYs Federal money and the County is only
a conduit from HUD to the local level. We are trying to comply, or may look to
renegotiate the terms. Ali options are being explored.
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Linda Ward asked if these processes were in place on all of the Housing
Authority properties because she has never heard of it previously. Bryce White
responded that it was only on Palm Viilage Apartments because of the $600,000
HOME grant that are Federal funds. This increased the cost of construction
considerably, and his experience has shown that the County has added an extra
layer beyond the HUD requirements for their own assurances.
Leo Sullivan asked if there were some way to emphasize to whomever that
because of accepting the $600,000, we have now spent whatever percentage
more in trying to cover these issues. Justin McCarthy stated that having dealt
with Federal funds over the years, this would not be a productive exercise.
Where these types of funds are beneficial is where you get a large amount, or
are able to fund an entire project. In the case of Palm Village, it is only about
seven or eight percent of the total cost of the project. Bryce White commented
that the project also doubled in size from inception. Mr. Sullivan asked if it
would help if the Housing Commission tried to contact the County. Bryce said
that he would work with the agreements that are in place that Janet Moore and
Jessica Gonzales liave been working on.
1) Administrative Plan (Janet)
Janet Moore stated that there is now a draft of the Administrative Plan. There
has been a desire on the part of staff to institute such a plan. Staff reviewed the
existing policies and procedures and combined them into this document. The
County required this type of plan for Palm Village Apartments. It is not yet
determined when the plan will go to the City Council for review and approval.
Each March a white paper process is undertaken as part of the budgeting
process where new and existing programs are researched and presented. Any
subsequent approval occurs in June. Leo Sullivan asked if that would delay
renting out Palm Village until next June. Ms. Moore stated that they are
reviewing this aspect with the City Manager. He may have the authority to
present the plan to the County stating that he has reviewed and accepted the
plan in draft form.
Linda Ward asked if the anti-discrimination language in the plan should also
include sexual orientation. Ms. Moore stated that the City attorneys had been
specifically directed to review this language in the draft and was informed that
what is in the plan is taken directly from the most current legislation on anti-
discrimination. Ms. Moore stated that they would look into Ms. Ward's question
further. Ms. Ward is concerned that someone may try to use the lack of this
inclusion as a loophole. Justin McCarthy noted that there would only be a
problem if someone were discriminated against. We are obliged to adhere to
the fair housing laws.
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Natalie Russo noted that the verbiage in the draft plan is almost exactly what is
included in her empioyer's fair lending and anti-discrimination disclosures.
D. Phase II 20-Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
Martin Alvarez reported that everything was moving along smoothly on both
elements of this project. Phase 1 is complete, and Phase 2 and 3 are well
underway. Phase 2 is approximately 80 percent complete with stucco being
applied to the homes. Phase 3 is in the framing stage and is approximately 50
percent complete. The La Rocca Villas are substantially complete and walk-
throughs are being conducted on some of the units. 27 of the 29 homes in
Phase 1 have closed escrow.
Leo Sullivan asked how long it would be until the La Rocca Villas would be
occupied. Mr. Alvarez anticipates completion by the beginning of September.
IX. ADJOURNMENT
Janet Moore wanted to remind everyone that the September 12, 2007, meeting will be
held in the Development Services Conference Room. Maps are available if needed.
Ms. Moore also noted that the Housing Commission Agenda is being provided to staff
via e-mail, and inquired if any of the Commissioners would be interested in receiving
their Agenda information in that form as well as a packet. Ms. Moore did note that there
might be some information such as the monthly newsletters that would not be sent via
e-mail. The Agenda packets will still be physically sent out prior to the meeting date. In
the event Commissioners wish to receive the Agenda via email, Ms Moore asked if the
hard copy could be sent via regular mail rather than Federal Express. Leo Sullivan and
Natalie Russo both requested to receive the Agenda via e-mail and send the packet
regular mail. Ms. Ward does not have email and requested that her packet be sent via
Federal Express.
Justin McCarthy stated that there would be an upcoming meeting or study session to
review a Palm Desert County Club proposal as it relates to Country Village Apartments.
The participants may include members of the Housing Commission and City Council.
Martin Alvarez will be handling the scheduling and may contact housing Commission
members. If it is a study session, ail members of the Housing Commission will be
notified.
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With members of the Housing Commission concurrence Vice-Chairman Leo Sullivan
adjourned the meeting at 4:25 p.m. to September 12, 2007.
tl. .
Beth Longman, Acti Reco itfifig Secretary
G\RDA\Patry Leon\Housing Commission\Minutes 2007\8-8-07 DraR doc
r
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETAR
DATE: JULY 12, 2007
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission Meeting held July 11, 2007:
June 13, 2007 Meeting Minutes
Please submit to the Housing Authority Board
Thank you.
cc: Carlos L. Ortega, Executive Director
RY HOUSG AUTH
ory R-q-oh
VERIFIED BY:rn
J —
Original on file with City Clerk's Office
Removed for separate action - then;
1) Appointed Chairman Kelly as Authority
Board liaison to the Housing Commission
and Vice Chairman Benson as alternate.
4-0(Ferguson ABSENT)
2) By Minute Motion, received and file the
Housing Commission Minutes for its
meeting of June 13, 2007.
4-0(Ferguson ABSENT)
w
0
w
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
JUNE 13, 2007
I. CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Verna Smith
Natalie Russo
Linda Ward
Also Present:
Carlos Ortega, Executive DirectodCity Manager
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Housing Authority Administrator
Jessica Gonzales, Management Analyst - Housing
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Martin Alvarez, Redevelopment Manager
Teresa Vakili, RPM Company
Bob Such, Potential Commissioner
III. ORAL COMMUNICATIONS
Members Absent:
The Commission was provided with a staff report regarding the One Quail Place
signage notice of completion and was asked to add this item to the Agenda for
discussion under item E, New Business.
A Motion was made by Commissioner Smith and seconded by Commissioner
Russo to add the One Quail Place signage to the Agenda.
IV. CONSENT CALENDAR
Housing Commission
Minutes JUNE 13, 2007
A. MINUTES of the Regular Housing Commission meeting of May 9
2007.
With a Motion made by Commissioner Sullivan and seconded by
Commissioner Smith the minutes were unanimously approved with
Commissioner Ward abstaining since she was not present at that
meeting.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Jane Turner reported that Commissioner Verna Smith and herself
attended the Coachella Valley Workforce Housing Summit on May 31,
2007; both agreed it was very informational and worthwhile.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
Janet Moore summarized the report. She stated that the action item to
approve a Community Development Block Grant (CDBG) Analysis of
Impediments to Fair Housing Report is being provided by the Department
of Community Affairs (CDBG Department) and not the Redevelopment
Agency. In the event the Director of Special Programs feels that there is a
component that relates to the Housing Authority Properties a report might
be brought to this Commission at a future date for review.
Mrs. Moore also reported that a Study Session has been scheduled on
Thursday, June 14, 2007 to discuss Country Village Apartments. She
mentioned that the City Council requested that they be brought up to date
after hearing conflicting project ideas. Rueul Young with Interactive
Design will present the site and yield survey that was presented to the
Adhoc sub-committee, as well as convey what the sub-committee
discussed with respect to a senior facility and possibly some assistance to
residents. She also reiterated that a feasibility consultant is currently being
sought in the event one is necessary.
Justin McCarthy stated that the purpose of the study session is for
informational purposes only. The Council does not take action but rather
provide guidance to staff.
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Mrs. Moore stated that members of the Housing Commission and Adhoc
Sub-Committee are welcome to attend the meeting but are not required.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for April was reviewed by the Commission.
Jane Turner asked about the low occupancy level at California Villas.
Teresa Vakili stated that there has been a total of seven move-ins since
the projecYs completion. In addition, various units are now available to
complete minor touch ups and repairs as well as clean ups due to the re-
roofing project.
Upon question, James Conway stated that 21 units will be rehabilitated as
part of Phase B site improvements. The projecYs time frame will take
approximately 6 to 7 months.
Upon question, Justin McCarthy provided an explanation of the
importance of complying with the production requirements of our
stipulation in terms of demolitions, densities, etc. He stated that in the
case of Country Village, demolition is supportive based on the assessment
conducted.
Leo Sullivan expressed concern with the delay of both projects California
Villas and Palm Village Apartments. He mentioned that he has brought
this issue in past meetings and he suggested that in the future staff should
pay close attention to the decisions being made. He felt that it seemed
very doubtFul at times that we are making the right decisions.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for April was reviewed by the Commission.
Leo Sullivan referenced the report and question two significantly high
rental rates listed for One Quail Place.
Teresa Vakili stated that the rent increase was due to the market survey
and the rental change established approximately a year ago.
Janet Moore stated that the rent setting policy implemented the rental rate
increase to existing tenants by a certain percentage a year to avoid over
burden to the tenants, a request made by the City Council. However, new
tenants will rent at the revised rates based on the new policy. She
3
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Housing Commission
Minutes JUNE 13, 2007
provided an example of the calculated income rents based on the
County's median income levels and stated that a family at the 75%
income level was considered low income but can technically pay more
than the maximum rent established by the survey.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for April was reviewed by the Commission.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Linda Ward commented that she was impressed with the installation of the
tile in the clubhouse at Las Serenas.
VI. NEW BUSINESS
A. City Wide Tree Inventory
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to award a contract for the
Citywide tree inventory to Davey Resource Group in the total
amount of $33,440.00 (City $25,080 and Housing Authority
8,360.00)
Janet Moore stated that the Landscape Department is requesting
proposals for the inventory of City trees including the Housing Authority
properties.
Linda Ward questioned if the inventory would include trees on private
properties that may be a hazard to our City properties. Janet Moore
responded that those trees will be identified and property owners will be
notified of its conditions. She further explained that the inventory of the
trees is to identify the number, type, and conditions of the trees located
throughout City and Agency owned properties.
B. Lease Agreement — One Quail Place
G U2DA\Patty LeonUiousmg Comm ssionU4inutes 2007\6-13-07.doc
Housing Commission
Minutes
Rec: By Minute Motion:
JUNE 13, 2007
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to approve a Lease
Agreement as to form, by and between Desert Sands Unified
School District and the Palm Desert Housing Authority for the
continuance, and implementation of a Head Start Program at
One Quail Place.
Janet Moore reviewed the staff report.
Leo Sullivan inquired on the number of children that reside at One Quail
Place who are attending the head start program.
Janet Moore replied that she did not have a total number but will provide
that information at the next Housing Commission meeting. She noted that
originally all 17 students attending the head start program were One Quail
residents.
Linda Ward inquired as to the funding sources of other head start
programs within Palm Desert.
Mrs. Moore stated that head start programs are funded through the State.
C. 2007-2008 Palm Desert Housing Authority Vendor List
Rec: By Minute Motion:
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the
Palm Desert Housing Authority Board to authorize the use of
named vendors for purposes of providing recurring, routine
services, supplies, and maintenance to the Housing Authority
properties.
Janet Moore reviewed the staff report and stated that the list is updated
twice a year based on quotes, bids, and actual services provided to the
properties. This will provide the ability to utilize the vendors listed on the
report for routine and recurring services at the properties.
D. Notice of Completion — Palm Village Apartments
Rec: By Minute Motion:
5
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Housing Commission
Minutes JUNE 13, 2007
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to authorize the City Clerk to
file a Notice of Completion for Contract No. HA-25090 (Sunwize
Technologies, Inc.) for design and construction of carports
with photovoltaic solar arrays located at the Palm Village
Apartments.
Martin Alvarez reviewed the staff report.
E. One Quail Place - Signage
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the
Palm Desert Housing Authority Board to authorize the City
Clerk to file a Notice of Completion for Contract No. HA-25100
A Sign-A-Rama) for construction of the One Quail Place
signage.
Janet Moore reviewed the staff report and referenced the pictures
attached to the staff report.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (June)
Newsletters were reviewed by the Commission.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program was provided to the Commission
for review.
James Conway reviewed the report stating that he anticipated closing out 4 to 5
projects this month.
Leo Sullivan inquired on the target areas as well as the advertising for the
program.
G.\RDA Patty LeonWousing Commiss onN4inutes 2007\6-13-07 doc
Housing Commission
Minutes JUNE 13, 2007
It was explained that signs are placed on the project homes, which creates a
high interest by neighboring homeowners.
Janet Moore provided a brief explanation as to the considerable amount of time
it takes to process an application. She noted that because it is an income driven
improvement program, most homeowners are hesitant to provide the required
documents to qualify, resulting in a delay of the application. In addition,
Community Development Block Grants requires that properties be tested for
asbestos and lead-base paint for clearance, prior to commencing work.
Upon question of the number of projects forwarded by the Department of Code
Enforcement, James Conway stated he did not have a specific number but that
a number of projects have been assigned to the program due to,violations
provided by code enforcement.
C. PALM VILLAGE APARTMENTS
An update on Palm Village Apartments was provided to the Commission as well
as updated pictures of the construction phase.
Martin Alvarez reviewed the update provided by Bryce White. He stated that the
two major components remaining to complete the project are the required health
and safety wiring of strobe lights for the hearing impaired and weather-stripping
application on the walkways to allow water to drain properly.
Linda Ward commented that Bryce White did a fantastic job in administrating the
project.
Janet Moore reported on the administrative aspect of Palm Village. She
mentioned that multiple funding sources were used for this project one being
Federal HOME funds. She noted that the HOME funds have more stringent
requirements with respect to income reporting and tenant selection policy than
the Agency's existing policies and procedures. Staff is currently working on
combining both policies to implement one that will be used in all of the Housing
Authority properties to ensure all tenants are treated equally.
Mrs. Ward asked if the fire sprinklers are required in all new construction of
senior properties.
Mr. Alvarez replied that fire sprinklers are required in new construction and only
required in rehabilitation projects with structures/buildings over 4,000 square
feet.
7
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Housing Commission
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D. CATALINA GARDENS COMMUNITY ROOM
JUNE 13, 2007
An update on the Community Room was provided to the Commission as well as
an updated picture.
Upon question of a Notice of Completion, it was mentioned that the community
room was built by alternate funds and therefore a Notice will not be brought to
this Commission for review.
E. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
Martin Alvarez reviewed the update provided by Cathy Walker. He stated that
28 of the 29 single-family homes within Phase 1 have received Certificate of
Occupancies with minor items remaining to complete. He noted that Phase 2 is
75% complete, senior apartments are 90% complete, and the management
building is 80% complete.
Discussion ensued with comments made by the Commission with respect to an
article published by the Desert Sun of an applicant who did not qualify for the
Falcon Crest program.
Leo Sullivan suggested that staff ensure this situation does not happen again to
avoid an embarrassing situation in the future.
Justin McCarthy stated that this is a legal issue.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Chairman Jane Turner
adjourned the meeting at 4:22 p.m. to July 11, 2007.
i..C
PATTY LEON, RECORDING SECRETARY
F3
G:\RDA\Pa[ty Leon\Housing Commisvon\Mmuces 2007\6-13-07.doc
1
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
f ` `
DATE
SUBJECT
JUNE 14, 2007
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission Meeting held May 9, 2007:
May 9, 2007 Meeting Minutes
Please submit to the Housing Authority Board.
Thank you.
ecei v c
aY HOUSG AUTH -
ON iL • $• 0-7
VERIFIED BY: K 'm
Original on file with City Clerk's Office
G
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
MAY 9, 2007
I. CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Verna Smith
Natalie Russo
Also Present:
Carlos Ortega, Executive Director/City Manager
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Housing Authority Administrator
Jessica Gonzales, Management Analyst - Housing
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Martin Alvarez, Redevelopment Manager
Teresa Vakili, RPM Company
Donna Lewis, Potential Commissioner
Bob Such. Potential Commissioner
III. ORAL COMMUNICATIONS
Members Absent:
Linda Ward
Jane Turner welcomed newly appointed Natalie Russo to the Commission as
well as two prospective members present Donna Lewis and Bob Such.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of April 11
2007.
Housing Commission
Minutes MAY 9, 2007
With a Motion made by Commissioner Sullivan and seconded by
Commissioner Smith the minutes were unanimously approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for March was reviewed by the Commission.
Verna Smith inquired on the status of Country Village and asked if an
update would be provided to both members appointed to the adhoc sub-
committee.
Janet Moore stated that the last discussion the subcommittee had with
respect to County Village's site was to inquire on a consultant that can
analyze the type of housing being requested. She noted that they have not
come across any other public agency that has experience with a project
like this.
Verna Smith asked if the units at Country Village could be rented in the
meantime. It was noted that most of the units were not in good enough
condition to lease at this time. While we are in the process of determining
the disposition it would not be cost effective to fix them up.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for March was reviewed by the Commission.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for March was reviewed by the Commission.
2
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Housing Commission
Minutes MAY 9, 2007
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Leo Sullivan inquired on the carport demolition at Pueblos Apartments.
James Conway stated that Pueblos Apartments consists of 15 units with
14 parking spaces as well as one handicap; however, only 8 parking
spaces are currently covered. He also mentioned that the existing carport
is in need of repair, which was estimated to cost $9,000.00. Staff is
requesting proposals to tear down the existing carport and install a new
one that will cover all 15 parking spaces.
Mr. Sullivan asked if it was necessary to provide covered parking.
Mr. Conway stated that the existing carport is considered non-conforming
and in much need of repair.
Janet Moore stated the during the tour that a new carport will be more
durable, noting that the existing carport has been run into, plus it will
enhance the visibility of the property.
Mr. Sullivan suggested that property addresses be included on the report.
Mr. Conway distributed pictures of Laguna Palms construction process
and provided a brief explanation on the current activity.
G. COPY OF (2) DESERT SUN NEWSPAPER ARTICLES: (JANET)
The Commission was provided with two Desert Sun articles:
Waiting list, cost grow as demand for housing soars" and "Summit to
address issues of availability"
Janet Moore reviewed the articles and referenced the Coachella Valley
Workforce Housing Summit scheduled on May 31. She asked the
Commissioners if they were interested in attending to please call Patty
Leon.
3
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Housing Commission
Minutes
VI. NEW BUSINESS
A. Grant of Easement — Laguna Palms
Rec: By Minute Motion:
MAY 9, 2007
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Russo to forward a recommendation to the
Palm Desert Housing Authority Board to authorize the
Chairman to execute the Grants of Easement to Southern
California Edison Company, Verizon and Time Warner Cable
for facility service installations at the Laguna Palms
Apartments.
James Conway reviewed the staff report and asked for the approval of the
recommendation.
B. Change Order — Laguna Palms
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Sullivan to forward a recommendation to the
Palm Desert Housing Authority Board to approve Change
Order No. 1 in the amount of $693,530.98 for Portrait Homes,
Inc., (Contract No. HA25760) for interior building renovations
not previously scoped for the Laguna Palms Rehabilitation
Project.
Leo Sullivan asked if the amounts on the change order are above and
beyond the original budget.
Janet Moore replied that the amounts are above the original contract,
however, they are not above what the Agency anticipated spending on the
project. Staff is requesting for an appropriation for this item as it was an
unforeseeable item.
James Conway explained the added components to the project such as
including a new fire sprinkler to serve all units; rewiring of the units
including the office, laundry room and maintenance shop; construct
interior walls that were behind closet doors. He explained how these items
were not part of the original scope of work but will enhance the safety
features of the building.
0
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Housing Commission
Minutes MAY 9, 2007
Mr. Sullivan expressed concern with the change order and asked if we
anticipated more changes in the future.
Martin Alvarez explained that these items were not anticipated and minor
items do surface in terms of construction, adding that most likely the
project will have one or two change orders in the future.
Mr. Conway further noted the added components from the contractor such
as incorporating a higher quality of insulation and install hold-downs that
secure the structures to the concrete at no cost to Housing.
Natalie Russo asked on the percentage of units that have fire sprinklers
currently at the Housing Authority properties. The response was that some
of the older apartment complexes do not have fire sprinklers, however,
consideration will be given when renovations take place.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (May)
Newsletters were reviewed by the Commission.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program was provided to the Commission
for review.
James Conway distributed pictures of a renovated property. He mentioned that
there has been more activity in terms of processing invoices.
Verna Smith questioned the reason for the hold-up at some of the properties.
Janet Moore stated that the guidelines under the Community Development
Block Grant (CDBG) program have changed. She stated that if CDBG monies
are used in a project where there could potentially be lead-base paint and/or
asbestos, it has to be tested, mitigated, and retested for clearance before work
can occur, resulting in a delay of the project. She noted that clarification is being
discussed with the City Attorney with respect to minor projects such as sewer
hookups where the home is not disturbed.
5
a
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Housing Commission
Minutes
C. PALM VILLAGE APARTMENTS
MAY 9, 2007
An update on Palm Village Apartments was provided to the Commission as well
as updated pictures of the construction phase.
Bryce White reviewed the update, stating that the installation of the photovoltaic
panels that will service 9 units are almost complete.
Leo Sullivan asked if the panels are safe and secure in term of vandalism or
unacceptable behavior occurring. Mr. VVhite responded that the panels are
enclosed in a glass surface and are not subject to any electrical concerns.
Mr. White provided a brief explanation with regard to the utility allowance that
will be calculated toward the tenanYs rental income.
D. CATALINA GARDENS COMMUNITY ROOM
An update on the Community Room was provided to the Commission as well as
an updated picture.
Bryce White reviewed the update.
E. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
Dave Yrigoyen reviewed the update provided by Cathy Walker.
With regard to La Rocca Villas, Martin Alvarez stated that a completion date is
scheduled for June.
Upon question on the sales of the Falcon Crest homes, Janet Moore stated that
the Agency is in the process of preparing loan documents for the first phase,
which consist of 29 homes, once the developer receives pre-approvals from the
lender. She stated that Community Dynamics is responsible for the eligibility
qualifications of applicants.
IX. ADJOURNMENT
V ith members of the using Commission concurrence Chairman Jane Turner
adj, d he rr ee at 4• 0 p. . to June 13, 2007.
AI' a
TTY LEON, F ECORDING SECRETARY
G:Uda Patty LeonU-lousing CommissionVvlinutes 2007\5-9-07.doc
0
G
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE:
SUBJECT:
MAY 11, 2007
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission Meeting held May 9, 2007:
April 11, 2007 Meeting Minutes
Please submit to the Housing Authority Board.
Thank you.
cc: Carlos L. Ortega, Executive Director
r t- Y HOUSG AUTH
ON ,h -,.-n %
VERIFIED BY: al_
Original on file with City Clerk's Office
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
APRIL 11, 2007
CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Verna Smith
Also Present:
Carlos Ortega, Executive Director/City Manager
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Housing Authority Administrator
Jessica Gonzales, Management Analyst - Housing
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Martin Alvarez, Redevelopment Manager
III. ORAL COMMUNICATIONS
Members Absent:
Linda Ward
For informational purposes, a copy of the staff report regarding the Regional
Needs Assessment Allocation (RHNA) update was provided to the Commission
for review. Janet Moore stated that the report will be received and filed at the
City Council meeting of April 12th The Commission was asked to review the
report and call Janet Moore with any questions.
IV. CONSENT CALENDAR
Housing Commission
Minutes
V
APRIL 11, 2007
A. MINUTES of the Regular Housing Commission meeting of March 7
2007.
With a Motion made by Commissioner Sullivan and seconded by
Commissioner Smith the minutes were unanimously approved.
REPORTS AND REMARKS
COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C.
E.
At this time, Jane Turner reported that Commissioner Linda Ward was
unable to attend today's meeting but had asked that we share that she
was very impressed with the housing tour especially the handbook; Mrs.
Turneragreed.
RPM MONTHLY STATUS REPORTS
The Monthly Status Report for February was reviewed by the
Commission.
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for February was reviewed by the Commission.
REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for February was reviewed by the Commission.
G.UtDA\Patty LeonWousing Commission Mmu[es 2007\4-1 1-07.doc
Housing Commission
Minutes APRIL 11, 2007
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Leo Sullivan inquired on the landscape work damaged by the frost.
James Conway stated that the landscape affected by the frost was cut
back but has new growth as seen during the Housing Tour. Trees that
were removed due to the frost will be replaced in certain areas only.
Janet Moore reported that it was brought to her attention, prior to the
meeting, that trees were lost today due to the high winds.
G. PALM DESERT HOUSING AUTHORITY RESIDENT SURVEY (JANET)
The Commission was provided with the results of the survey mailed to all
Housing Authority tenants.
Leo Sullivan commented that the results were good and questioned the
response number.
Janet Moore stated that the report was adjusted to ensure that the number
of units that were determined down or vacant reflected in the percentage
of surveys returned.
Jane Turner asked if there was a problem with regard to enforcing the
rules since it was highlighted in the poor comments.
Teresa Vakili replied that it is not a problem and provided an explanation
with regard to the change of management at Catalina Gardens and the
problematic tenant at Las Serenas that is no longer there.
Jane Turner addressed Teresa Vakili and asked if she was satisfied with
the results; Mrs. Vakili responded yes and noted that the managers are
very good with responsiveness and enforcing the rules.
VI. NEW BUSINESS
A. RPM Company Fee Increase
Rec: By Minute Motion:
3
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Housing Commission
Minutes APRIL 11, 2007
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the
Palm Desert Housing Authority Board to ratify an adjustment
to the management fee pursuant to the agreement for property
management services by and between the Palm Desert
Housing Authority and Ray, Douglas, Ann and Patrick Inc.
A.K.A. RPM Company.
Janet Moore reviewed the staff report, stating that consideration was given
to the tenants' surveys, annual tour and periodic walk-through of the
properties.
Leo Sullivan questioned the duration of the contract and was under the
impression that it was a five-year contract.
Janet Moore responded that the initial contract with RPM Company was
for five years, however legal counsel advised that because the properties
were purchased with bond funds they are required to follow the tax-
exempt bond rules established by the IRS. One of the rules prohibits
continual contracts that allow automatic renewals. Therefore, RPM's
Contract was adjusted to abide by those rules.
B. Citywide Palm Tree Pruning and Removal Program
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Sullivan to forward a recommendation to the
Palm Desert Housing Authority Board to approve an award of
Contract NO. C26220 to Tree Rite of Bermuda Dunes for the
amount pertaining to the Housing Authority properties;
10,084.75 of the total contract and appropriate said amount to
the respective Housing Authority landscape maintenance
budget line items.
Janet Moore reviewed the staff report, stating that the wording was
adjusted to show the exact amounts appropriated to the respective
accounts.
Upon question of the cost per tree, Janet Moore responded that she
understood it to be about $35 per palm tree.
C. 2007-2008 Housing Authority Budget
4
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Housing Commission
Minutes
Rec: By Minute Motion:
APRIL 11, 2007
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the
Finance Director to include the 2007-2008 Palm Desert
Housing Authority Operating, Capital, and Replacement
Budgets, with appropriate adjustments to the Reserve
Expense of Candlewood Apartments, in the City of Palm
Desert's Comprehensive Finance Plan for 2007-2008 to be
presented to the Housing Authority Board for approval at a
future meeting.
Janet Moore reviewed the staff report. She provided an explanation
with regard to the Agency's stipulated requirements in terms of
housing needs and how each property was considered separately
to determine its needs.
Martin Alvarez was introduced to the Commission.
Clarification was made to the asterisk noted on the "2006/2007
Actual" header, which denotes "based on eight months actual and
four months budgeted".
Leo Sullivan referenced
and asked if the actual
figures.
Candlewood's budget comparison sheet
amounts included the previous owner's
Janet Moore explained that those figures are the Agency's only.
The property was purchased in August of 2006 as a HUD property.
Mr. Sullivan expressed concern on how no funds are being
budgeted for the 2007-2008 Capital Expense and felt that we were
being too conservative.
Mrs. Moore explained that most of the repairs budgeted in the
06/07 Capital Expense are currently in process and anticipate
completion by June 30, 2007. She noted that as long as the work
has been solicited and monies have been encumbered it will carry
over to the next year. In the event the property requires additional
repairs, staff will provide a recommendation to this Commission at
that time.
Mr. Sullivan stated he was not comfortable with Candlewood's
budget for 2007/2008 and felt that the amounts budgeted for the
5
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Housing Commission
Minutes APRIL 11, 2007
Reserve Expense account were significantly low.
Discussion ensued with an appropriate amount to increase the
Reserve Expense; Commission agreed on $120,000.
Janet Moore provided an update on Country Village's site
improvements and discussed the budget as anticipated for the next
12 months. A consultant will be solicited to conduct a feasibility
study.
D. Catalina Gardens Community Room
Rec: By Minute Motion:
Staff requested that this item be pulled from the Agenda.
E. Laguna Palms Project
Rec: By Minute Motion:
A copy of the staff report was provided to the Commission for
review. The City Council received and filed this item at its
March 22"d meeting to avoid contractor delay after the
City Attorney's review.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (April)
Newsletters were reviewed by the Commission.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program.
James Conway reported eight homes in progress. He stated that the consultant
is delayed on submitting invoices for payments.
0
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Housing Commission
Minutes APRIL 11, 2007
C. PALM VILLAGE APARTMENTS
An update on Palm Village Apartments was provided to the Commission as well
as updated pictures of the construction phase.
Bryce White reviewed the update, stating that construction of the carports has
begun. A certificate of occupancy has not been issued to release the units.
D. CATALINA GARDENS COMMUNITY ROOM
An update on the Community Room was provided to the Commission as well as
an updated picture.
Bryce White reviewed the update.
Jane Turner inquired on the water leak at the community room. Bryce White
stated that RPM's staff repaired the leak given that the contractor was
terminated.
E. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
3) Occupation Information (Janet)
Dave Yrigoyen reviewed the update provided by Cathy Walker.
F. Estonia Protocol
This item will be removed from the Agenda until further notice.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Chairman Jane Turner
adjourned the meeting at 4:17 p.m. to May 9, 2007.
PATTY LEON, RECORDING SECRETARY
7
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7 . -.
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE: APRIL 12, 2007
SUBJECT: HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission Meeting held April 11, 2007:
March 7, 2007 Meeting Minutes
Please submit to the Housing Authority Board.
Thank you. f' Y HOUSG AUTH
ON a!o' rI
VERIFIED BY: RA
Original on file with City Clerk's Office
0
lN
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
March 7, 2007
I. CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Linda Ward
Verna Smith
Also Present:
Carlos Ortega, Executive Director/City Manager
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Housing Authority Administrator
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Natalie Russo, Potential Housing Commissioner
Missy Wightman, Project Coordinator
III. ORAL COMMUNICATIONS
Members Absent:
IV. CONSENT CALENDAR
Housing Commission
Minutes MARCH 7, 2007
A. MINUTES of the Regular Housing Commission meeting of February 7,
2007.
With a Motion made by Commissioner Sullivan and seconded by
Commissioner Smith the minutes were unanimously approved.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Janet Moore reported on the Housing adhoc sub-committee meeting that
both Linda Ward and Verna Smith attended. She stated that several
discussions took place with respect to Country Village and how the site
could be best utilized.
Linda Ward stated that she expressed concern with the three-story
apartment complex as presented by the architect and how it was not
suitable for Palm Desert, nor was a center corridor. She noted that
consideration was given to propose a two-story complex for seniors.
Although she felt that a mix use is much needed, she was concerned with
the high-speed tra c and lack of children's facilities.
Verna Smith stated that the initial discussions with the Housing
Commission of designing a multi-family apartment had changed and how
suggestions were made to possibly use the site in a different manner
which staff is looking into the feasibility.
Janet Moore stated that staff is researching all areas of consideration with
respect to the concept suggested by the sub-committee and might be a
lengthily process due to its nature.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for January was reviewed by the Corrimission.
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Housing Commission
Minutes MARCH 7, 2007
Leo Sullivan inquired as to why the number of vacant units seems to be
consistent for the last several months and asked about the remodeling of
units.
Teresa Vakili stated that the leasing of units had stopped due to the
exterior renovations and roof projects. Given that Phase A of California
Villas renovation project has been recently completed, 40 units will be re-
leased before Phase B commencement date.
Janet Moore also noted that the City's Risk Manager made the
assessment, considering the risk to the City, that it would not be
appropriate to re-lease units before environmental mitigations were
complete. Existing tenants have requested transfers to renovated units
which will open up another unit for renovation.
Mr. Sullivan asked how many of those 40 units• will be transfers from
existing units. Mr. Conway responded that 23 units have already been
transferred and approximately 11 requested to remain in their current units
but will be renovated as part of Phase B renovation project.
Linda Ward asked for the cost for the inspections of the environmental
concerns.
Mr. Conway responded that the cost to test the acoustic ceilings range
from $140 to $170 depending on the factors of urgency and lab location.
Janet Moore explained the process of project budgeting and noted the
budgets are established for that particular year that activity will take place.
Phase B will include the site improvements and the renovation of 20 units.
It was estimated that the per unit cost will be approximately $150,000 a
unit including site improvements after the project is complete.
Mr. Sullivan questioned the duration of the project in terms of its
improvements and renovations from the date acquired. He addressed
Carlos Ortega and stated that this has been a concern of the Commission
in the past with respect to the lack of communication between City
departments. He felt that we have been sitting on this project since 2003
and we are still not together in getting bids out, and stated that this did not
seem reasonable. He commented on how he has brought this up before
with the Mayor and how it seemed as if we were not communicating within
departments in the City. He asked why departments could not meet all at
once and say what they needed to expedite the bid process and not wait 4
years. He noted that he felt that this project has been a non-performing job
since day one and will continue to be until all work has been completed,
reiterating that it will take five years to finally get the project done. He
3
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Housing Commission
Minutes MARCH 7, 2007
expressed to Mr. Ortega that he was bringing this concern to his attention
so that the lack of communication can get resolved in order to get the
project done. He concluded by adding that the Commission is trying to
take care of the tenants by providing units.
James Conway stated that when a property is acquired it takes several
months before a complete analysis of its direction is determined as well as
the process of getting architects on board. He noted that the departments
have been working together and are very committed to our projects. He
agreed with Mr. Sullivan about being frustrated at times when a project
takes a long time.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for January was reviewed by the Commission.
Leo Sullivan thanked Teresa Vakili for the assistance she provided to a
family member of an individual who works with him. He mentioned that
those tenants expressed concern with the kitchen cabinets, baseboards,
and kick plates and how they were unacceptable. He questioned if a
process was in place to renovate those units.
Teresa Vakili replied that a plan is in process to renovate several units
either through attrition or move outs, depending on what was budgeted for
that year. She also noted that several units were upgraded between
Desert Pointe, Las Serenas, Catalina Gardens and One Quail Place.
Mr. Sullivan asked on the time frame of when a unit is determined down.
Mrs. Vakili replied that once a unit is vacated, a walkthrough is conducted
to assess the situation on whether a complete renovation is necessary as
allowed for in the budget. She noted that additional monies were added to
the 2007/2008 budget to renovate those units with cabinets that are 20
years old. She further noted that tenants should address those issues to
the property manager so they could be corrected.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for January was reviewed by the Commission.
Leo Sullivan asked about Candlewood Apartments. Staff explained it was
a two-story property acquired by the Agency last year located south of
Highway 111.
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Housing Commission
Minutes MARCH 7, 2007
Janet Moore stated that Candlewood Apartments will be part of the
Housing Tour.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Verna Smith questioned if the landscape that was damaged due to frost
was mitigated.
James Conway stated that several properties were cleaned up and staff
continues to work closely with the Landscape Department who are at the
properties on a daily basis assessing the situation.
VI. NEW BUSINESS
A. Palm Village Apartments - Photovoltaic Solar Arrays
Rec: By Minute Motion:
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the
Palm Desert Housing Authority Board to approve the
assignment of Contract No. HA-25090 with Sunwize
Technologies, Inc., a New York Company, to Sunwize
Technologies, Inc., a Delaware Company, for the design and
construction of Carports with photovoltaic solar arrays at the
Palm Village Apartments
Bryce White reviewed the staff report and asked the Commission for their
recommendation.
Linda Ward stated that the Desert Sun had published an article with
regard to the State Senate considering charging homeowners for having
solar arrays.
Janet Moore stated that legislation was adopted for time of use meters.
The Energy Department is in the process of preparing information on how
certain areas will be affected with respect to the time of use meters. With
regard to Palm Village Apartments, Mrs. Moore noted that those charges
will be incurred by the Housing Authority.
5
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Housing Commission
Minutes MARCH 7, 2007
Justin McCarthy further stated that the City has already contacted our
Legislatures as well as the Public Utilities Commission and appears to be
some productive dialogue with respect to this issue. A resolution has not
been finalized.
B. One Quail Place - Signage
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to authorize award of
Contract No. HA- to Sign-A-Rama for construction of
monument signage located at the Housing Authority property
known as One Quail Place.
Missy Wightman reviewed the staff report.
Leo Sullivan asked what the difference was in price between Calendar
Giris and Sign-A-Rama. Ms. Wightman stated it was a difference of
approximately $4,000.
Jane Turner referenced the estimate received from Sign-A-Rama and
asked on whether sales tax should be added to the price. Ms. Wightman
will look into that and correct if necessary.
C. California Villas - Phase B
Rec: By Minute Motion:
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to authorize the City Clerk to
advertise and call for bids for the Phase B Site Improvements
for California Villas Apartments
James Conway reviewed the staff report.
D. Citywide Tree Pruning Project
Rec: By Minute Motion:
0
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Housing Commission
Minutes MARCH 7, 2007
Action: Motion was made by Commissioner Smith and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to approve an award of
Contract No. C26210 to Tree Element, Inc. for the Citywide
Tree Pruning Program in the amount of $51,681.00 to the
respective Housing Authority landscape maintenance budget
to include the appropriate appropriations.
Janet Moore reviewed the staff report provided to the Commission as part
of the Addendum Agenda. She mentioned that the palm trees are not
included in the recommendation but will be provided at the next Housing
Commission meeting as part of the City's Palm Tree Pruning and Removal
Program.
Linda Ward questioned if Tree Element, Inc. had previously worked in
Palm Desert and/or experienced with desert acclimated trees.
It was explained that the Landscape Department are critical when
reviewing bids and have a better determination on qualifications with
respect to landscaping in Palm Desert.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (March)
Newsletters were reviewed by the Commission.
B. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program.
C. PALM VILLAGE APARTMENTS
An update on Palm Village Apartments was provided to the Commission as well
as updated pictures of the construction phase.
Bryce White reviewed the update, stating he anticipates completion of most of
the work within the next two weeks with minor pick up items.
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Housing Commission
Minutes MARCH 7, 2007
Verna Smith commented that she had driven by the property and how it looked
very nice.
D. CATALINA GARDENS COMMUNITY ROOM
An update on the Community Room was provided to the Commission as well as
an updated picture.
Bryce White reviewed the update.
E. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
3) Occupation Information (Janet)
Dave Yrigoyen stated that a ribbon-cutting ceremony took place on March 5,
2007.
Linda Ward stated that she did not receive an invitation to the ceremony. Janet
Moore stated that the representatives at the sales office are available anytime to
assist Commissioners with information and a tour of the model homes.
Ms. Ward stated that she had read an article published in the Desert Sun with
regard to the ceremony and was surprised to see that the architect Kristy
Hanson was not recognized. Leo Sullivan stated that Mrs. Hanson was
acknowledged for her work at the ceremony.
As a follow up request from the last meeting with regard to the number of
applications received from the Housing Authority properties, Janet Moore
reported that 11 applications were received.
As informational purposes, she mentioned the top four occupations of applicants
that applied for the affordable program: 1. Retail sales (40); 2. Food industry
32); 3. Health care medical (26); and 4. Construction (22)
F. Estonia Protocol
G. 2007 Committee/Commission Member Update
The Commission was asked to complete the membership update form provided
in their packets.
Janet Moore reminded the Commission of the Annual Housing Tour scheduled
G Uda Patty LeonViousing CommissionUvlinutes 2007 7-7-07.doc
Housing Commission
Minutes MARCH 7, 2007
for March 23, 2007. She reiterated that the tour will be condensed to view
properties of interest such as Candlewood, Palm Village, and California Villas.
At this time, Chairman Jane Turner welcomed Natalie Wood thanked her for
attending the meetings and suggested that she attend the housing tour.
Verna Smith, Linda Ward and Leo Sullivan confirmed their anticipated
attendance to the tour.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Chairman Jane Turner
purned the meetin at 4:36 p.m. to April 11, 2007.
W(--—
1 U
PATTY LEON, RECORDING SECRETARY
G.Uda\Patty Leonu-Iousing CommissionUlmutes 20078J-07.doc
I , r
PALM DESERT REDEVELOPMENT AGENCY
INTEROFFICE MEMORANDUM
TO: RACHELLE KLASSEN, CITY CLERK
FROM: PATTY LEON, RECORDING SECRETARY
DATE
SUBJECT:
MARCH 8, 2007
HOUSING COMMISSION MINUTES
Attached is the following Housing Commission Meeting Minutes approved at the Housing
Commission Meeting held March 7, 2007:
February 7, 2007
Please submit to the Housing Authority Board.
Thank you.
p
E e BY HOUSG AUTH
ON 3 - - p %
VERIFlED BY:__
Originai on file with City Clerk's Office
cc: Carlos L. Ortega, Executive Director
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
February 7, 2007
1. CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Linda Ward
Verna Smith
Also Present:
Carlos Ortega, Executive Director/City Manager
Justin McCarthy, ACM for Redevelopment
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Housing Authority Administrator
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Tony Byone, Potential Housing Commissioner
Natalie Russo, Potential Housing Commissioner
III. ORAL COMMUNICATIONS
Members Absent:
Chairman Turner introduced Tony Byone and Natalie Russo who were present
as potential housing commissioners.
IV. CONSENT CALENDAR
Housing Commission
Minutes FEBRUARY 7, 2007
A. MINUTES of the Regular Housing Commission meeting of December 13,
2006.
With a Motion made by Commissioner Ward and seconded by
Commissioner Smith the minutes were unanimously approved.
MINUTES of the Regular Housing Commission meeting of January 10,
2007.
With a Motion made by Commissioner Ward and seconded by
Commissioner Sullivan the minutes were approved; Commissioner
Smith abstained from voting since she was not present at that
meeting.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for December was reviewed by the
Commission.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT
STATEMENT
Report #1 for December was reviewed by the Commission.
Leo Sullivan inquired on the tenants' audit. Janet Moore responded that
the audit is done annually and a date has not been scheduled.
The Housing Authority sent out the annual tenanYs surveys. Once the
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Housing Commission
Minutes FEBRUARY 7, 2007
report is completed, staff will provide a copy to this Commission for
review.
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for December was reviewed by the Commission.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
Leo Sullivan thanked James Conway for modifying the update as
requested at the last meeting.
Linda Ward asked if the river rock at One Quail Place was replaced with
the existing rock; Mr. Conway responded yes.
Janet Moore reported that an update on frost to the plants was provided
by the Landscape Department. She stated that the properties, as well as
the Coachella Valley, suffered severe damage to the plants due to the
extreme cold temperatures. All measures are being considered to save
the plants with the assistance of our Landscape Inspectors who have
been inspecting the properties on various times during the last two
months.
Ms. Ward commented that the information was very informative and
requested to include a revised simpler memo in the Housing Authority
newsletters. Ms. Moore stated that the update will be modified and
approved by the Landscape Department prior to sending it to the tenants.
VI. NEW BUSINESS
A. California Villas — Phase A Exterior Renovation Project
James Conway reviewed the staff report
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Housing Commission
Minutes FEBRUARY 7, 2007
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Smith to forward a recommendation to the
Palm Desert Housing Authority Board to approve Amendment
No. 1 in the amount of $33,390 to Contract HA 23650A with
Harris & Associates for additional construction management
services for Phase A Exterior Renovation Project at California
Villas.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLETTER (January)
Newsletters were reviewed by the Commission.
Linda Ward commented that she has seen an improvement with residents
abiding with the properties' rules and regulations. She has noticed patios well-
maintained and less activity with tenants fixing vehicles in the driveways. Teresa
Vakili stated that tenants are notified individually with regard to the regulations
as part of their lease agreement.
B. Schedules for California Villas and Laguna Palms
Time-line schedules for both California Villas and Laguna Palms were provided
to the Commission for review.
Leo Sullivan commended staff for the time lines provided.
Janet Moore stated that the time-lines are subject to change.
C. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program.
James Conway reviewed the update and stated that the majority of the
applicants are currently in the process of completing the approved work.
D. PALM VILLAGE APARTMENTS
An update on Palm Village Apartments was provided to the Commission as well
as updated pictures of the construction phase.
Bryce White reviewed the update.
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Housing Commission
Minutes FEBRUARY 7, 2007
Leo Sullivan inquired on the completion date of the units selected for
photovoltaic panels. Mr. White stated that the company contracted to install the
photovoltaic system is in the midst of changing ownership. A staff report
approving the new ownership will be forv arded to the Housing Authority Board
contingent upon approval and recommendation from the Housing Commission.
The design plans of the carport are being finalized as part of the contract.
E. CATALINA GARDENS COMMUNITY ROOM
An update on the Community Room was provided to the Commission.
Bryce White reviewed the update, stating the landscape is 60% complete.
Regarding the furnishings of the community room, Janet Moore stated that the
nature of the layout resulted in contracting three different vendors, and
anticipates some of the furniture in the room by the tour date.
Linda Ward expressed a concern with privacy between the Community Room
and the Josyln Senior Center. Bryce White stated that privet edges were planted
to create a barrier for privacy, as requested by the Housing Commission during
the preliminary discussions of the design. The walkway areas lead directly to
Catalina and Pueblos Apartments only.
Janet Moore stated that the Community Room was not built specifically and
solely for the use of the two properties and can be used by outside guests and
organizations based on the guidelines reviewed by this Commission last year.
E. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
Dave Yrigoyen reported that the models are 95% complete. The first phase of
homes is 50% complete along Merle Street.
Janet Moore stated that the Commission as well as members of the Council are
invited to pre-view the models on Friday, February 9`h anytime between 10 to
noon. There will be several staff members available for assistance if needed.
She noted that there will be no shuttle service from City Hall to Falcon Crest
since there was no interest shown.
A ribbon cutting ceremony has been scheduled for March 5, 2007, which will be
open to the public; invitations will be provided.
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Housing Commission
Minutes FEBRUARY 7, 2007
Mrs. Moore reported that approximately 1,000 applications were provided to
interested applicants and approximately 178 were received back. She noted that
out of 178, 126 have been pre-qualified with no problem filling up the first phase
of the project. She further noted that during the 60-day qualifying period,
applications were ranked based on certain criteria. Points were provided to
those applicants that either lived and/or worked in Palm Desert, resided in one
of our Housing Authority properties, as well as overcrowded in their current
housing unit. Several applications were received from tenants of the Housing
Authority properties.
Upon question on the number of applicants that applied from the Housing
Authority properties, Janet Moore replied that Community Dynamics maintains
the statistics of that information since they are responsible for selling and pre-
qualifying those applicants, but will provide a report at the next meeting.
Mr. Yrigoyen commented that the model homes are impressive. Mrs. Moore
agreed and noted that the finished backyards of those homes are not included
in the sale. The interiors of the homes are standard features with the exception
of the paint and furniture.
Leo Sullivan asked about the financing available to purchasers. Mrs. Moore
stated that it is a very comprehensive program. Three loans wiU be available to
buyers. The first trust deed will be provided by a CaIFHA lender, a financing
entity who allocates money to certain qualified banks in order to provide loans to
low-income families. A commitment was secured for the first phase of the
project at a rate of 5.75% to moderate incomes and 5.25% to low-income
families. Secondly, the Agency will assist buyers with a deferred second trust
deed loan. Additionally, the State's grant provided by Building Equity in Growth
and Neighborhoods "BEGIN" program will provide a deferred third trust deed in
the amount up to $30,000. The Agency will require an affordable restriction as
part of the sale. In the event the terms in the affordability agreement are
violated, those loans will be due and payable. Otherwise, no payments are due
until the first trust deed is paid off.
Upon question of the resale restrictions, Mrs. Moore advised that the Falcon
Crest homes are not intended for financial investments. The properties will gain
value at the rate increase in Riverside County's area median income. She noted
that Desert Rose has sold 50% of their units over a ten-year period for reasons
that homeowners were able to purchase larger homes after being able to save
money under the affordable program. Several homeowners that have sold their
Desert Rose home expressed appreciation for the opportunity and felt this was
a stepping stone. She commented that the resales at Falcon Crest will probably
be less because the homes are free standing which makes a difference.
G:Uda\Patty LeonWousingCommiss onVvfmutes 200T2-7-07.doc
Housing Commission
Minutes FEBRUARY 7, 2007
Linda Ward stated that during the preliminary discussions of Falcon Crest with
the Adhoc Sub-Committee it was mentioned that the City would maintain the
front yards and asked if that was still the case. Mrs. Moore stated that a
Homeowners Association has been established, similar to Desert Rose and will
maintain a drought tolerant landscape throughout the development; turf will only
be allowed in the back yards. Additionally, the homes will have awnings that will
be maintain by the Association, as part of the HOA fees, and replaced during
certain periods of time to keep continuity throughout the development.
F. Estonia Protocol
Carlos Ortega reported that the program is up and running and accepting
applications. He noted that once the homeowners are ready to receive
reimbursement, they are responsible to submit an application. Applications are
available on Southern California Edison's web-site as well as the benefits
available. He further mentioned several of the benefits listed such as
replacement of dated air conditioners, duct testing, etc. A list of contractors will
be available to homeowners, if needed. Residents will be notified of the
program in the City's Brightside.
G. Copy of thank you letter to Larry Saindon from Housing Commission
A copy of the thank you letter to Mr. Saindon from the Housing Commission was
provided to the Commission for review.
Jane Turner mentioned that Mr. Saindon will be honored at the City Council
meeting on Thursday, February 8, 2007.
At this point, Chairman Turner thanked both potential commissioners for their
presence.
Janet Moore reminded the Commission to save the date of March 23, 2007 for
the annual housing tour.
IX. ADJOURNMENT
With members of the Housing Commission concurrence Chairman Jane Turner
ourned the mee ing at 4:15 p.m. to March 7, 2007.
ll-l J' U
PATTY LEON, RECORDING SECRETARY
7
G.trda\Patty Leon\Housing CommissionVvfinutes 200T2J-07.doc
CITY OF PALM DESERT
HOUSING COMMISSION
MINUTES
January 10, 2007
a-o
I. CALL TO ORDER
Chairman Jane Turner convened the meeting at 3:30 p.m.
II. ROLL CALL
Present:
Jane Turner
Leo Sullivan
Linda Ward
Also Present:
Dave Yrigoyen, Director of RedevelopmenUHousing
Janet Moore, Housing Authority Administrator
Jessica Gonzales, Management Analyst
Bryce White, Project Administrator
James Conway, Project Coordinator
Patty Leon, Recording Secretary
Guest s :
Teresa Vakili, RPM Company
Reuel Young, Interactive Design Corporation
Tim Rusic, Interactive Design Corporation
III. ORAL COMMUNICATIONS
Members Absent:
Verna Smith
Janet Moore informed the Commission that City Hall was closed to regular
business for several days for staging coordination of President Gerald Ford's
memorial service. For this reason, a few items requested at the last Housing
Commission meeting will be provided next month including the minutes and the
thank you letter to Larry Saindon.
IV. CONSENT CALENDAR
Housing Commission
Minutes JANUARY 10, 2007
MINUTES of the Regular Housing Commission meeting of December 13, 2006 were
continued to the next Housing Commission meeting.
Motion was made by Leo Sullivan and seconded by Linda Ward to
continue the minutes to the next Housing Commission meeting.
V. REPORTS AND REMARKS
A. COMMISSION REPORTS
Leo Sullivan asked if inembers of this Commission were serving on more
than one committee; the response was no.
B. SUMMARY OF CITY COUNCIL AND REDEVELOPMENT AGENCY
AGENDA ITEMS RELATED TO HOUSING, AND SUMMARY OF CITY
COUNCIL, HOUSING AUTHORITY, REDEVELOPMENT AGENCY
ACTIONS
An update was provided to the Housing Commission for review.
C. RPM MONTHLY STATUS REPORTS
The Monthly Status Report for November was reviewed by the
Commission.
D. REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE •RENT
STATEMENT
Report #1 for November was reviewed by the Commission.
Upon question as to why the Monthly Occupancy and Average Rent
Statement and Monthly Status Report were different in terms of
occupancy, Teresa Vakili explained that the Monthly Status Report
reflects a full four weeks, given that some of the properties are open on
the weekends. The Monthly Occupancy Statement is through the end of
each month. Move-outs generally take place at the end of the month so
there may be a difference between the two cutoff times.
Leo Sullivan commented that Mrs. Vakili did well on her feet for a
response.
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Housing Commission
Minutes JANUARY 10, 2007
E. REPORT #2 — MONTHLY NET OPERATING INCOME STATEMENTS
Report #2 for November was reviewed by the Commission.
F. HOUSING AUTHORITY PROPERTIES UPDATE (JAMES)
An update on the Housing Authority properties was provided to the
Commission.
James Conway summarized the update and noted that the light fixtures
including bulbs at Las Serenas were replaced as part of the energy
e ciency upgrades.
Leo Sullivan referenced the report and suggested that there be a change
to the routine items reported, as he would rather know whaPs going on
with the properties in terms of the physical appearance as opposed to the
weekly landscape walks. He felt the report was repetitive, commenting
that James Conway was filling things in for the Commission. He
addressed Chairman Jane Turner on her thoughts.
Jane Turner stated that she was pleased with the report's formatting to
one page and felt there was no reason to change it.
In regard to the weekly landscape walks, Janet Moore stated that staff
was being sensitive to a concern previously brought by Linda Ward
regarding the landscape at Las Serenas, and therefore weekly landscape
walks resumed at all properties.
VI. NEW BUSINESS
A. Country Village Apartments
Janet Moore introduced Reuel Young and his associate Tim Rusic
with Interactive Design Corporation who were present to discuss a
brief overview of the site design and yield study of Country Village
Apartments.
Mrs. Moore asked the Commission for volunteers of one or two
members to participate in an Adhoc Sub-Committee to review the
different aspects of Country Village's proposed concept. Linda Ward
volunteered and suggested that a second member be appointed as
well. With no other members volunteering, Mrs. Moore noted that
she would contact Verna Smith who was not present at the meeting.
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Reuel Young displayed a site design and explained the proposed
layout of the site. He stated that Casey's will remain in its current
location as part of the development as well as integrate a fire
station, upon the agreement between the City and County.
Mr. Young explained that there are parking concerns and that would
be reviewed with the City in order to provide for adequate parking.
He described the layout with two types of units; a two-story town
house with living area and kitchen as well as a carport located on
the first floor with the two bedrooms on the second floor. A three-
story building is being considered and would offer two-bedroom flat
units.
In a meeting that included staff members from Housing, Fire
Department and Phil Drell, Mr. Young explained how Mr. Drell
discussed that all cities in the Coachella Valley were close to built-
out in terms of land available to accommodate affordable housing.
With the shopping across from Country Village Apartments, it was
explained how this site is very desirable for affordable housing;
further noting how Mr. Drell had recommended and supported the
idea of a three-story building.
The three-story building was depicted with varying levels visually
pleasing from the main entrance and to avoid an immediate impact
from the adjacent office building. Two elevators would serve the
third level floor and only stairs would serve the second floor.
He further noted that in the preliminary discussions of the site
design it did not include a pool because it raised issues both in
maintenance and insurance.
There was a general discussion on the adjacent property that the
City acquired in order to allow extending the site to provide for more
units.
Janet Moore mentioned that this design is very preliminary which
was why Mr. Young was showing the unique layout of the odd-
shaped parcel and explained the importance of having Housing
Commission members as part of the sub-committee for further
review. She noted that some of the unresolved issues at the
moment still remain with legal counsel.
Linda Ward asked whether the property would be a senior complex.
Mrs. Moore stated it would be a multi-family complex and not age
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restricted.
JANUARY 10, 2007
Upon question of the units square footage, Mr. Young stated that
the town houses would be approximately 1,000 and the two-
bedroom flat units at about 850.
Ms. Ward shared her concern with not having a play area for
children. Mr. Young noted that a community park is located within a
quarter of a mile to the west.
Leo Sullivan questioned whether anyone had checked with Dr.
Kerigan whose office is located adjacent to the property. Mr. Young
explained that he has not had any conversations with him. Mr.
Sullivan stated he would mention it to Dr. Kerigan since he was
meeting with him the next day.
Janet Moore reiterated that this is not a final concept and with the
guidance of the sub-committee further review would be given to the
design of the units and bring back the outcome of those discussions.
Ms. Ward expressed concern with the three-story building in terms
of fire hazard.
Mr. Young explained that the effort to balance the limited resources
of land, the economics of where people live, and the livability have
to be considered at all times. He believed that a three-story building
is an acceptable solution in limited circumstances and how the
location is very desirable.
Mrs. Moore explained that at this point it was too early in the
process to say what the final recommendation would be.
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Ward to continue the approval of the site
design and yield of proposed project as presented for separate
consideration to a future meeting (date uncertain), with
Commissioner Smith absent.
Further discussion ensued with an explanation of mounting the AC
units on the roofs. Mr. Young concluded by noting that Photo
Voltaic will be considered in the project.
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B. California Villas Rehabilitation Project
James Conway reviewed the staff report.
JANUARY 10, 2007
Janet Moore anticipated Phase B going out to bid in the second
quarter of 2007 and how the construction manager being requested
today would assist with that phase.
Linda Ward motioned to approve.
Leo Sullivan stated that he has expressed himself previously on
how he feels with these particular contracts and commented he
could really make this a real issue by not seconding the motion. He
stated several times that he question the fact that we contract out
so many services and how then the Commission is presented with
budget changes and shared he was very concerned with this issue.
He asked about staffs involvement and questioned why staff is not
capable of handling these things. He suggested hiring an additional
staff member particularly for these purposes stating it would not
cost us this much money.
Dave Yrigoyen responded that this type of service is a particular
type of professional expertise. He explained that generally if we
hired a construction manager it would cost more than contracting
out on a project that will eventually be completed. Potentially then
there would be a staff member that would have no work until the
next project comes around. He noted that staff is busy with
assignments in other projects and that is why we contract these
types of projects.
Mr. Sullivan commented on how much money has been spent on
professional services including this project, noting that a$135,240
contract is being presented today and again questioned why we
can't have an additional staff member.
Mr. Yrigoyen replied iYs not unusual for cities to do this. He stated
that in many cases the problem of paying someone a salary of $100
an hour to do less expensive work would be an issue to the City in
terms of economic sense.
Linda Ward agreed with Mr. Sullivan's comments and stated that if
we had a staff member to do these types of services it would have
saved Bryce White a lot of time.
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Janet Moore stated that this process common amongst cities.
Construction managers are used for public works projects as well.
There is also a benefit to having outside management because they
are a third party between the owner and contractor and are
consistently on site managing the project which staff is often not
able to do. She further noted that the hourly rate for a construction
manager might be inconsistent with the City's pay scale.
Mr. Sullivan stated that since other departments use this type
service too then why not consider an additional staff member to be
able to assist the various departments, commenting he was finding
difficulty with this issue. He noted the amounts paid for the
renovation project at California Villas and questioned the
justification. He suggested that a study should be done on why we
are spending this significant amount of money.
Mr. Yrigoyen stated that his request would be forwarded to the City
Manager.
James Conway stated that by contracting these type of services
allows staff to contract with the best qualified construction
management firm for that particular type of project.
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority Board to authorize the award of a
professional services to Harris 8 Associates in the amount of
135,240.00, plus reimbursable expenses of $5,000.00 for
construction management services for Phase B of the
California Villas Rehabilitation Project (Site Improvements);
with the caveat that a request be forwarded to the City
Manager of a study of amounts disbursed for these services,
with Commissioner Smith absent.
C. California Villas — Portrait Homes Change Order No. 3
James Conway reviewed the staff report.
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority to approve change order no. 3 to
Contract No. HA 23650 for Portrait Homes Inc. for the exterior
building renovations at the Housing Authority Property known
as California Villa, with Commissioner Smith absent.
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Jane Turner stated that she drove by California Villas and
commented it was very pleasing and a project that we are going to
be very proud of.
Mr. Conway distributed pictures of California Villas for review.
D. Laguna Palms —Award of Contract
Staff asked that the Commission replace the staff report in their
packets with a new updated report. Janet Moore stated that only
one bid was received at the bid opening on January 9, 2007. She
noted that there is one caveat in the recommendation and this is to
authorize the award to Portrait Homes in the specified amount
pending verification of the bid amount being a fair value. That
amount will be analyzed within the next couple of days with the
Construction Manager, Architect, and City staff to ensure that
everyone agrees it is a qualified bid based on experience and fair
value. If the award can not be made, it will be brought back to this
Commission.
Upon question if Portrait Homes were on budget with regard to
California Villas, Mrs. Moore stated that they have worked well with
their estimations and change orders have been within the industry
standards.
Based on Mr. Sullivan's request, the unfinished interior renovations
were added to the scope before it went out to bid and that amount is
included.
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Ward to forward a recommendation to the Palm
Desert Housing Authority to authorize an award of contract to
Portrait Homes, Inc. in the amount of $5,047,924 for interior and
exterior renovations at the Housing Authority Property known
as Laguna Palms pending verification of fair value of the bid
amount from staff, architect and construction management
firm, with Commissioner Smith absent.
E. Mid-Year 2006/2007 Budget Adjustment
Janet Moore reviewed the mid year budget adjustments provided in
a memo from Veronica Tapia. She depicted a typo that was made to
item number 3 and how it should be Las Serenas and not Laguna
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Palms.
JANUARY 10, 2007
She noted that the amount being requested for Catalina Gardens
and Pueblos includes the community room's furniture. Mrs. Moore
noted that this is an adjustment to the budget and will be offset by a
grant received from the State of California Workforce Housing. Also
mentioned was the abatement of two units at Desert Pointe due to
asbestos in the flooring.
Mrs. Moore explained that when California Villas was acquired the
doors were in dire need of replacement, the Architect determined
that they wanted to install a different door style to complement the
actual design of the complex. In efforts to conserve money, those
doors will be used at a different property with regard to a project
anticipated for next year.
Mrs. Moore also clarified One Quail Place's carport expenditure to
be for painting and not resurfacing as noted on the memo. One
Quail Place fees were explained as the purchase of a software
program that will assign rental rates based on the income
information inputted in the system.
Action: Motion was made by Commissioner Sullivan and seconded by
Commissioner Ward to forward a recommendation to the
Finance Director the recommendation to request approval to
appropriate funds for the mid-year adjustments for the Housing
Authority properties, with Commissioner Smith absent.
VII. CONTINUED BUSINESS
VIII. INFORMATIONAL ITEMS
A. HOUSING AUTHORITY NEWSLEl'fER (January)
Newsletters were reviewed by the Commission.
Linda Ward suggested a flyer be inserted in the newsletter regarding the need
for a Housing Commissioner from the Housing Authority properties, and asked if
two members from Las Serenas is acceptable.
Janet Moore explained that a tenant from the larger properties such as One
Quail Place be preferable since there is a difference living at a multi-family
complex but that there would be no objection to residents at the senior
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properties.
B. Schedules for California Villas and Laguna Palms
JANUARY 10, 2007
Janet Moore reported that the schedules will be presented at the next Housing
Commission meeting.
C. HOME IMPROVEMENT PROGRAM UPDATE
An update on the Home Improvement Program.
James Conway reviewed the update and stated that this was a form that was
not updated due to the closing of City Hall.
Leo Sullivan referenced the newsletter and read a quote from J.R.R. Tolkien
IYs a job thaYs never started that takes the longest to finish".
Jane Turner asked about Rancho Housing Alliance's perFormance. James
Conway responded that they were progressing moderately. Their anticipated
assignments per year are between 20 and 25 cases.
D. PALM VILLAGE APARTMENTS
Bryce White distributed pictures of the construction progress and provided a
brief summary. The design of the carport structure as well as the photo voltiac,
has been forwarded to the Building Department for approval; the
undergrounding for the photo voltaic is in place. Ceramic tiles have been
installed at almost all the units. The project continues to move slowly but it is
progressing.
E. CATALINA GARDENS COMMUNITY ROOM
Bryce White reported that the project is moving forward with sub-contractors
handling most of the work. Work has begun on the fire lane from the Joselyn
Senior Center parking lot up to the property itself. Additionally, the irrigation
system is currently being installed.
E. Phase II 20 Acre Site Update:
1) Falcon Crest
2) La Rocca Villas
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Dave Yrigoyen reported that the project is on schedule and anticipates a walk-
thru with staff next week of both La Rocca Villas and Falcon Crest. A ribbon
cutting date will be scheduled once the models are completed.
Janet Moore also reported that an interest rate commitment was locked for the
first phase at Falcon Crest with California Homes Financing Agency (CaIFHA).
The interest rates were locked at 5.25% for low-income families and 5.75% for
moderate-income families three days before the rate changed.
F. Estonia Protocol
Janet Moore reported that the City received funding from the Public Utilities
Commission. The Office of Energy Management Department is currently in the
process of opening a new o ce. Programs will be implemented to allow Palm
Desert residents to upgrade their dated equipment.
IX. ADJOURNMENT
A. A memo was provided to the Commission listing the approved Housing
Commission meetings scheduled for 2007.
Janet Moore informed the Commission that the Council has provided a tentative
date for the 2007 Housing tour of March 23`. Several members of the Council
requested that we visit new and renovated sites, therefore the tour will be
condensed. The tour hours will be approximately from 9:00 a.m. to 11:30 a.m.
With members of the Housing Commission concurrence Chairman Jane Turner
a ned eetin a p.m. to February 7, 2007.
PATTY LEON,RECORDING SECRETARY
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CI1V OE Pnl l DESERI
73—S o FRED WARING DRIVE
ALM DESERT, CALIFORNIA 92260-25]8
TEL: ]60 ;q6—o6u
Fnx: 760 340-0574
in Fo palm-desert. org
NOTICE OF JOINT STUDY SESSION
OF THE
PALM DESERT CITY COUNCIL,
PALM DESERT REDEVELOPMENT AGENCY,
PALM DESERT HOUSING AUTHORITY, '
AND
HOUSING COMMISSION
NOTICE IS HEREBY GIVEN that the Palm Desert City Council, Palm Desert
RedevelopmentAgency, and Palm Desert Housing Authority will convene for a Joint Study
Session with the Palm Desert Housing Commission at 8:30 a.m. on Friday, March 23,
2007, in order to tour Housing Authority Properties (i.e., La Rocca Villas and Falcon Crest,
Country Village, California Villas, Laguna Palms, Palm Village Apartments, Catalina
Gardens, One Quail Place, Neighbors Apartments, The Pueblos Apartments, Taos Palms,
Desert Pointe, and Las Serenas). Said Study Session will convene in the North Wina
Conference Room of the Palm Desert Civic Center, 73- 510 Fred Waring Drive,
Palm Desert, California, and continue with a bus tour of selected properties from the
aforementioned.
CHELLE D. KLASSE , CITY CLER
CITY OF PALM DESERT, CALIFORNIA
March 16, 2007
NO ACTIONS WILL BE TAKEN AT THE STUDY SESSION.
PURPOSE OF THE STUDY SESSION IS INFORMATION ONLY.
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