HomeMy WebLinkAboutFY 08/09 Proposed Financial Plan BUDGET Res 08-64 thru 66 HA-37 and 549CITY OF PALM DESERT
FINANCE DEPARTMENT
STAFF REPORT
REQUEST: CONSIDERATION OF THE ADOPTION OF THE CITY
MANAGER'S AND EXECUTIVE DIRECTOR'S PROPOSED
FINANCIAL PLAN FOR FISCAL YEAR 2008-2009
DATE: JUNE (n, 2008
CONTENTS: 1. Resolution No. 08 -64 (See item No. 2, City Budget)
2. Resolution No. 08 -65 (See item No. 3, Appropriations Limit)
3. Resolution No. 549 (See item No. 4, Redevelopment Agency)
4. Resolution No. HA— 37 (See item No. 5, Housing Authority)
5. Resolution No. 08 -66(See item No. 6, Salary Resolution)
6. Out -of -State Travel Memo (See item No. 7)
7. Administrative Plan pertaining to management of rental units
(See item No. 8)
Recommendation:
By Minute Motion:
1. Convene the Redevelopment Agency and Housing Authority
meeting to conduct a joint public hearing on the proposed City, Agency
and Housing Authority budgets;
2. Waive further reading and adopt Resolution No. 08-64 , adopting a
City program and financial plan for the Fiscal Year July 1, 2008, through
June 30, 2009;
3. Adopt Resolution No. 08-65, establishing the Appropriations Limit
for the 2008-2009 Fiscal Year;
4. Waive further reading and adopt Resolution No.549 , adopting a
Redevelopment Agency program and financial plan for the Fiscal Year
July 1, 2008, through June 30, 2009;
5. Waive further reading and adopt Resolution No. HA-37 , adopting
a Housing Authority program and financial plan for the Fiscal Year July 1,
2008, through June 30, 2009;
6. Waive further reading and adopt Resolution No. 08-66, setting the
salary schedule, salary ranges and allocated classifications.
7. By Minute Motion approve Out -of -State Travel as listed in attached
memo.
Staff Report
June 26, 2008
Page 2of2
8. By Minute Motion approve the Administrative Plan for the Palm Desert
Housing Authority pertaining to the management and operations of the affordable
rental units.
9. Recess the Redevelopment Agency and Housing Authority meetings to
the close of the City Council meeting
The General Fund & Fire Fund Revenue are estimated at $60,946,500 and General Fund & Fire
Fund Expenditures are estimated at $62,423,706 or a decrease in Fire fund balance of
$1,477,206.
Attached is the necessary documents needed to approved the City, Redevelopment Agency and
Housing Authority 2008-2009 Budget. The requested changes discussed at the June 2, 2008
Budget study session have been incorporated into these documents.
Paul S. Gibson
Director of Finance/City Treasurer
Approval:
Carlos L. Orteg
ON:
APPROVED COUNCIL ..,......TI DENIED
RECEIVED.,
_r.o. E.�. THER 4r A/as. a eey 0 -6PS
nd
METING DATE
AYES: e erfy,cSer'eget, c l*Arr►
NOES; )
ABSENT : _, AItinN.
ABSTAIN \ e
VERIFIED BY:
)riginal on File 'ith City Clerk' OffirE
ity Manager/RDA Executive Director
/ 'oueed BY RDA'I-/ (Kelly AJO
ON te- aC�'OR
VERIFIED BY Old Mel
Original on file with City Clerk's Office
Yebred.. BY HOUSG AUTH
VERir=::iED BY: IA/
Original on file with City Clerk's Office
Budget -final stfrprt 08-09
CITY OF PALM DESERT
FINANCIAL PLAN
FISCAL YEAR 2008-2009
Item 2
RESOLUTION NO. 08-64
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF PALM DESERT, CALIFORNIA, ADOPTING A PROGRAM
AND FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1,
2008 THROUGH JUNE 30, 2009.
WHEREAS, the City Council has received and considered the proposed
Program and Financial Plan submitted by the City Manager on June 26, 2008; and
WHEREAS, after due notice, the City Council held a public hearing on the
proposed plan.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Palm Desert, California, that:
1. The amounts shown on Exhibit 1, "Estimated Revenues", are hereby
accepted as the Estimated Revenues for the 2008-09 Fiscal Year for each fund and
revenue source.
2. The amounts shown on Exhibit 2, "Appropriations" are hereby
appropriated, to the departments and activities indicated. The City Manager, or his duly
appointed representative, will have the authority to approve intra-departmental budgeted
line item variations; additional appropriations or inter-departmental budget transfers will
be specifically approved by further City Council action during the 2008-09 fiscal year as
the need arises.
3. The amounts shown on Exhibit 3,
"Continuing Appropriations, Existing Capital Projects", are hereby accepted as continuing
appropriations from the 2007-08 Fiscal Year. The amounts included in this exhibit include
all unexpended amounts from purchase orders and contracts encumbered by June 30,
2008.
PASSED, APPROVED AND ADOPTED
at the regular meeting of the Palm
Desert City Council held on this 26th
day of June, 2008, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
RACHELLE KLASSEN, CITY CLERK JEAN BENSON, MAYOR
CITY OF PALM DESERT, CALIFORNIA
ix
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CA7EGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
General Fund:
1. Sales tax 17,776,928 17,918,375 19,500,000 18,500,000 18,500,000
2. Transient occupancy tax 8,126,574 8,632,657 8,150,000 8,500,000 8,500,000
3. Property tax 5,034,600 5,380,481 5,500,000 5,630,000 5,630,000
4. Interest&Rental Income 3,203,932 4,740,689 2,800,000 3,700,000 4,000,000
5. Transfers in 1,083,587 1,130,024 1,400,000 1,250,000 1,250,000
6. Franchises 2,580,917 2,907,062 2,750,000 2,900,000 2,900,000
7. State subventions(VLF) 3,679,096 3,998,005 4,000,000 3,990,400 3,990,400
8. Building&grading permits 3,241,784 2,551,181 2,100,000 1,545,000 1,645,000
9. Reimbursements 1,855,204 3,212,520 2,246,100 2,381,100 3,074,100
10. Business license tax 1,307,705 1,294,466 1,440,000 1,340,000 1,340,000
11. Timeshare mitigation fee 661,187 782,739 750,000 900,000 900,000
12. Plan check fees 702,857 617,999 500,000 500,000 500,000
13. Propertytransfertax 1,030,412 671,806 900,000 680,000 680,000
14. Other revenues 608,202 71,962 210,000 205,000 322,000
Totals General Fund 50,892,985 53,909,966 52,246,100 52,021,500 53,231,500
Fire Tax Fund:
1. Structural Fire Tax 3,100,615 5,077,402 5,050,000 5,300,000 5,400,000
2. Prop.A. Fire Tax 2,553,424 1,592,526 1,900,000 1,500,000 1,500,000
3. Reimbursements 1,130,396 682,547 719,000 715,000 715,000
4. Interest Income 71,426 115,203 - 100,000 100,000
5. Interfund Transfers In 982,498 1,852,000 1,852,000 1,852,000 -
Totals Fire Tax Fund 7,838,359 9,319,678 9,521,000 9,467,000 7,715,000
TOTAL FIRE AND GENERAL FD 58,731,344 63,229,644 61,767,100 61,488,500 60,946,500
Page 1-29
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
Gas Tax Fund:
1. Gas Tax 1,137,815 1,247,382 1,330,000 1,292,000 995,000
2. Interest 20,854 32,493 20,000 40,000 30,000
Total Gas Tax 1,158,669 1,279,875 1,350,000 1,332,000 1,025,000
Traffic Safetv Fund:
1.Vehicle Fines 140,762 164,869 220,000 200,000 220,000
2. Interest 2,905 2,806 5,000 5,000 5,000
Total Traffic Safetv Fund 143,667 167,675 225,000 205,000 225,000
Measure A Fund:
1. Sales Tax 2,825,202 2,726,096 2,850,000 2,700,000 2,995,000
2. Reimbursements 223,335 4,109,965 100,000 - 8,651,251
3. Interest 235,542 444,713 240,000 350,000 342,000
Total Measure A Fund 3,284,079 7,280,774 3,190,000 3,050,000 11,988,251
Housinq Mitigation Fund:
1. Development Fee 1,033,888 517,306 240,000 30,000 240,000
2. Reimbursements 780,000 2,790,000 2,790,000 -
3. Interest 30,223 67,439 30,000 50,000 60,000
Total Housinq Mitiqation Fund: 1,064,111 1,364,745 3,060,000 2,870,000 300,000
CDBG Block Grant Fund:
1. CDBG Block Grant 289,559 556,908 240,000 205,000 490,000
2. Reimbursements - - - - -
3. Interest 7,000 6,418 6,500 6,500 6,500
Total CDBG Fund 296,559 563,326 246,500 211,500 496,500
Child Care Proqram
1. Child Care Fee 247,624 735,136 450,000 5,000 30,000
2. Interest 5,759 31,454 10,000 30,000 25,000
Total Public Safety Fund 253,383 766,590 460,000 35,000 55,000
Public Safetv Grant Fund:
1. Federal Grants 19,157 10,927 20,000 20,000 20,000
2. State Grants - 100,000 100,000 100,000 100,000
3. CityMatching Contribution - - 1,500 1,500 4,000
4. Interest 1,795 1,616 2,000 2,000 2,000
Total Public Safetv Fund 20,952 112,543 123,500 123,500 126,000
Page 1-30
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
New Construction Tax Fund:
1. Development Fee 500,000 543,349 400,000 175,000 50,000
2. Reimbursements - -
3. Interest 100,000 53,746 100,000 39,000 10,000
Total New Construction Fund 600,000 597,095 500,000 214,000 60,000
Drainaqe Facilitv Fund:
1. Development Fee 322,430 88,975 150,000 10,000 10,000
2. Reimbursements - -
3. Interest 212,002 306,230 230,000 230,000 200,000
Total Drainaqe Facility Fund 534,432 395,205 380,000 240,000 210,000
Park 8� Recreation Fund:
1. Development Fee 2,290,439 1,669,108 1,800,000 - 50,000
2. Reimbursements 164,713 -
3. Interest 160,696 227,795 200,000 200,000 175,000
Total Park� Recreation Fund 2,615,848 1,896,903 2,000,000 200,000 225,000
Siqnalization Fund:
1. Development Fee 159,983 134,252 150,000 50,000 50,000
2. Reimbursements 10,834 - -
3. Interest 43,458 72,613 45,000 40,000 60,000
Total Siqnalization Fund 214,275 206,865 195,000 90,000 110,000
Fire Facilities Fund:
1. Development Fee 129,330 223,794 125,000 40,000 40,000
3. Interest 2,179 11,810 5,000 10,000 5,000
Total Fire Facilities Fund 131,509 235,604 130,000 50,000 45,000
Waste Recvclinq Fund:
1. Waste Recycling Fee 592,518 596,697 600,000 600,000 600,000
2. Reimbursements 61,629 104,181 100,000 100,000 100,000
3. Interest 187,828 290,151 200,000 200,000 250,000
Total Waste Recyclinq Fund 841,975 991,029 900,000 900,000 950,000
Air Qualitv Management Fund:
1. Air Quality Fee 59,752 60,026 60,000 60,000 60,000
2. Reimbursements - -
3. Interest 4,025 7,756 5,000 5,000 10,000
Total Air Quality Fund 63,777 67,782 65,000 65,000 70,000
Page 1-31
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
Citv Wide Business Prom. Fund:
1. Business License-$1 Day Use Fee(C( 46,508 46,734 50,000 47,000 50,000
2. Reimbursements - -
3. Interest 4,374 6,670 5,000 5,000 5,000
Total Business Prom. Fund 50,882 53,404 55,000 52,000 55,000
Art in Public Places Fund:
1. Development Fee 484,902 836,120 500,000 300,000 350,000
2. Reimbursements - 3,550
3. Interest 81,258 132,595 100,000 100,000 80,000
Total AIPP Fund 566,160 972,265 600,000 400,000 430,000
AIPP Maintenace Fund:
1. AIPP Transfers In 7,198 7,204 7,000 7,000 57,200
2.Reimbursements
3. Interest 6,991 - 7,200 7,200 7,000
Total AIPP Maint. Fund 14,189 7,204 14,200 14,200 64,200
Golf Course MainUlmnrov Fund:
1. Time Share Mitigation&Amenity Fees 437,760 646,971 635,709 578,476 580,000
2. Reimbursements
3. Interest 107,551 157,448 100,000 126,327 100,000
Total Golf Course Maint. Fund 545,311 804,419 735,709 704,803 680,000
Retiree Health Fund:
1. General Fund Contribution 574,700 580,900 540,000 1,100,000 750,000
2. Reimbursements
3. Interest 507,521 630,819 500,000 300,000 500,000
Total Retiree Health Fund 1,082,221 1,211,719 1,040,000 1,400,000 1,250,000
EI Paseo Merchant Fund:
1. EI Paseo Merchant Fee(Business Lice 257,466 244,252 260,000 230,000 230,000
Total EI Paseo Fund 257,466 244,252 260,000 230,000 230,000
2010 Caaital Proiect Reserve:
1. State, Federal, CVAG Reimb. 6,082,736 12,728,267 - - 2,476,600
2. General Fund Transfer In 216,615 7,000,000 - - -
3. Interest 780,687 914,722 500,000 - 550,000
Total Capital Proiect Fund 7,080,038 20,642,989 500,000 - 3,026,600
Parks Fund:
1. Reimbursements 225,569 328,879 200,000 - 250,000
Total Parks Fund 225,569 328,879 200,000 - 250,000
Page 1-32
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
Drainaqe Fund:
1. Interest 197,633 166,013 100,000 - 100,000
Total Drainaqe Fund 197,633 166,013 100,000 - 100,000
Siqnal Fund:
1. Interest 11,655 17,229 10,000 - 10,000
Total Siqnal Fund 11,655 17,229 10,000 - 10,000
Library Fund:
1. General Fund Transfers In 325,257 335,000 350,000 350,000 350,000
Total Library Fund 325,257 335,000 350,000 350,000 350,000
Buildinq Maint. Fund:
1. Interest 126,427 187,444 125,000 125,000 125,000
Total Buildinq Maint. Fund 126,427 187,444 125,000 125,000 125,000
Parkview Office Complex Fund:
1. RenULeases of Buildings 864,447 915,975 864,000 932,000 939,600
2. State Reimbursements - -
3. Interest 113,688 186,618 100,000 140,500 90,000
Total Parkview Office Fund 978,135 1,102,593 964,000 1,072,500 1,029,600
EQuiqment Maint. Fund:
1. General Fund Transfer In 411,241 393,103 450,000 450,000 200,000
2. Reimbursements 878,506 -
3. Interest 128,312 206,053 128,000 128,000 200,000
Total Equipment Maint. Fund 1,418,059 599,156 578,000 578,000 400,000
Liab Reserve Fund:
1. Interest 148,882 220,739 150,000 200,000 200,000
Total Liab. Reserve Fund 148,882 220,739 150,000 200,000 200,000
Landscape 8� Liqhtinq Districts:
1. General Fund Transfer In 72,550 72,550 56,906 56,906 70,000
2. Taxes 299,590 299,590 295,846 295,846 328,243
Total Landscape 8� Liqhtinq 372,140 372,140 352,752 352,752 398,243
Business Improvement Districts:
2. Taxes 185,621 185,621 210,137 210,137 442,629
Total Business Improvement 185,621 185,621 210,137 210,137 442,629
Desert Willow Golf Fund:
1. Golf Course& 9,865,842 7,883,535 7,929,448 8,211,559 8,418,036
2 Resturant Revenue 2,465,619 2,496,167 2,529,902 2,575,303
3. Interest
Total Desert Willow Fund 9,865,842 10,349,154 10,425,615 10,741,461 10,993,339
Page 1-33
Exhibit 2 - RES, OS-64
CITY OF PALM DESERT APPROPRIATIONS
FOR FISCAL YEAR 2008-2009
DEPARTMENT TITLE APPROPRIATIONS
FY 2008-2009
GENERALFUND
City Council 471,800
City Clerk 648,900
Elections 61,900
Legislative Advocacy 63,000
City Attorney 233,000
Legal Special Services 495,000
City Manager 799,900
Community Services 2,020,100
Finance 2,011,200
Independent Audit 80,000
Human Resources 983,400
General Services 591,200
Information Technogy 1,459,450
Unemployment Insurance 25,000
Insurance 463,500
Interfund Transfers 620,000
Police Services 14,741,513
Animal Regulation 240,000
P.W-St Light/Traffic Sfty 678,000
Development Services 1,021,900
Public Works-Admin 3,771,800
Public Works-Street Maint 2,387,900
PW-Street Resurfacing 2,650,000
PW-Corp. Yard 83,500
PW-Equipment 500,000
PW-Public Bldg-Opr/Maint. 700,450
PW-Portola Community Center 98,907
NPDES-Storm Water Permit 50,000
Community Promotions 1,868,190
Marketing 1,430,458
Visitors Information Center 781,400
Building & Safety 2,352,730
Planning & Community Dev 1,884,750
Office of Energy Management 651,100
PW- Park maintenance 1,602,736
PW- Civic Center Park 1,441,816
PW-Landscape Services 2,562,900
Outside A enc Fundin 703,306
TOTAL GENERAL FUND 53,230,706
Exhibit 2 - RES, 08-64
CITY OF PALM DESERT APPROPRIATIONS
FOR FISCAL YEAR 2008-2009
FUND NAME APPROPRIATIONS
FY Z008-2009
TRAFFIC SAFETY 225,000
GAS TAX 1,825,300
MEASURE A 11,642,200
Housing Mitigation Fee 2,300,000
COMMUNITY DEVELOPMENT 511,000
CHILD CARE PROGRAMS 1,500,000
PUBLIC SAFETY GRANTS 130,000
Drainage 4,960,600
PROP A FIRE TAX 9,193,000
PARK AND REC 585,000
SIGNALIZATION 530,200
FIRE FACILITY FUND -
WASTE RECYLCING FEES 762,600
AIR QUALITY MGMT 30,000
CITY WIDE BUSINESS PROM 50,000
PARK & RECREATION 60,000
BUILDING MAiNTENANCE 1,750,000
2010 PLAN RESERVES 9,274,700
DRAINAGE 2,200,000
SIGNALIZATION 25,000
LIBRARY 442,500
ART IN PUBLIC PLACES 872,900
MAINTENANCE OF ART 100,000
Enterprise Fund - Parkview Office Complx 1,044,184
Enterprise Fund - Desert Willow 10,797,808
Equipment Replacement Fund 714,000
GOLF COURSE IMPROVEMENTS 660,000
Retiree Health 1,010,000
Exhibit 2 - RES, 08-64
CITY OF PALM DESERT APPROPRIATIONS
FOR FISCAL YEAR 2008-2009
FUND NAME APPROPRIATIONS
FY 2008-2009
DEBT SERVICE FUNDS
Debt Service - 04-02 SECTION 29 1,298,098
Debt Service - 94-2 110,500
Debt Service - 94-3 115,000
Debt Service - CFD91-1 A 2,122,900
Debt Service - CFD98-1 132,186
Debt Service - 01-1 177,900
Debt Service - Highlands 186,187
Debt Service - Univ. Park 4,317,259
P.D. Financing Auth-RDA 31,136,850
P.D. Financin Auth-Cit 2,442,240
TOTAL 42,039,120
SPECIAL ASSESSMENT FUNDS
EL PASEO MERCHANTS 230,000
LANDSCAPE & LIGHTING ZONES 396,130
BUSINESS IMPROVEMENT DISTRICT 404,810
TOTAL SPECIAL ASSESSMENT 1,030,940
CITY OF PALM DESERT Exhibit 3
CAPITAL fMPROVEMENT PROGRAM NO. 08-64
EXISTING PROJECTS IN FISCAL YEAR 2007-08 CONTINUED TO FY 2008-2009
PROJECT TITLE ESTIMATED ACCOUNT FUNDING FY 2007-08
PROJECT NUMBERS SOURCES to FY08-09
TOTAL FOR •see Nore
LIFE OF
PROJECT
General Fund 110
Professional/Technical 150,000 110-4470-412.30-90 General Fund 110 150,000
Professional/Technical 15,000 110-4132-411.30-90 General Fund 110 11,256
Measure A Fund 213
Portola/I-10 Interchange ROW/Design 6,534,000 213-4351-433.40-01 Measure A Fund 213 5,698,618
Portola Street I Dinah Shore Extension 250,000 213-4365-433.40-01 Measure A Fund 213 217,865
Monterey/Fred Waring to Country Club 500,000 213-4368-433.40-01 Measure A Fund 213 500,000
Monterey Ave Ramp Modification 8,270,000 213-4389-433.40-01 Measure A Fund 213 4,338,583
Houslnp Miti4aUon Fund 214
None
New Construction Tax Fund 231
Civic Center Park Storage 100,000 231�340-433.40-01 New Const.Tax FD 231 100,000
Draina4e Fund 232
None
Park 8 Rec Facilities Fund 233
Freedom Trail Bicycle and Golf CaR Path 100,000 233-4544-454.40-01 Park&Rec Fac. FD 233 100,000
Community Center Feasibility Study 400,000 233-4602-454.40-01 Park&Rec Fac. FD 233 398,566
Hiking Trail(Trail Re-Naturalization) 176,000 233-4636-454.40-01 Park&Rec Fac. FD 233 154,046
Civic Center Park Improvements 2,610,000 233-4668-454.40-01 Park&Rec Fac. FD 233 2,306,477
Tra�c Sipnals Fund 234
Frank Sinatra 8 Gerald Ford 215,000 234-4264-422.40-01 Signalization FD 234 215,000
Hwy 111 -Monterey-Hwy 74 Traffic Signal 300,000 234-4621-433.40-01 Signalization FD 234 300,000
Fire Facilities Fund 235
New North Sphere Fire Station 3,504,271 235-4270-422.40-01 Fire Facilities Fund 235 3,504,271
Recvclinp Fund 236
Presidents'Plaza I Renovation 480,000 236-4436-422.40-01 Recycling Fund 236 480,000
Air Qualitv Mpmt Fund 238
Bus Sheiter Improvement Program 80,000 238-4354-433.40-01 Air Quality Mgmt Fund 238 80,000
Cavital Proi Reserve Fund 400
Frank Sinatra&Portola 704,000 400-XXXX-XXX XX-XX Year 2010 Fund 400 704,000
Alessandro Improvements 1,478,524 400-4341-433.40-01 Year 2010 Fund 400 1,478,524
Washington Street Medians Study 115,000 400-4353-433.40-01 Year 2010 Fund 400 115,000
Bus Stop Construction Continuing 400-4354-433.40-01 Year 2010 Fund 400 100,000
Westfield Bus Bay Project 535,602 400-4357-433.40-01 Year 2010 Fund 400 85,472
Portola Ave @ Whitewater Bridge 12,483,938 400-4359-433.40-01 Year 2010 Fund 400 1,290,595
Saks 5th Avenue Parking easement 750,000 400-4361-466.40-01 Year 2010 Fund 400 750,000
Monterey-Country Club to Gerald Ford 550,000 400-4363-433.40-01 Year 2010 Fund 400 550,000
Monterey Ave-Hovley W.to Country
Club Dr.(MIC) 95,000 400-4371-433.40-01 Year 2010 Fund 400 91,415
Fred Waring Drive Widening(Sound Wall/
Widening) Continuing 400-4399-433.40-01 Year 2010 Fund 400 0
Presidents'Plaza I Parking Lot Repaving 1,263,000 400-4436-422.40-01 Year 2010 Fund 400 1,216,718
F.I.N.D. Building 1,300,000 400-4437-433.40-01 Year 2010 Fund 400 1,300,000
Portola Wall&Aesthetic 150,000 400-4438-433.40-01 Year 2010 Fund 400 125,990
Community Gardens Continuing 400-4546-454.40-01 Year 2010 Fund 400 125,825
Council Chamber 75,000 400-4563-433.40-01 Year 2010 Fund 400 33,647
Sewer Laterals Installations Continuing 400-4598-433.4Q-01 Year 2010 Fund 400 23,723
Monterey AvelDinah Shore Landscaping 1,277,220 400-4645-433.40-01 Year 2010 Fund 400 1,109,752
I-10/Monterey Ave Landscaping 820,350 400-4646-433.40-01 Year 2010 Fund 400 801,849
Children's Discovery Museum 500,000 400-4800-433.39-02 Year 2010 Fund 400 500,000
CITY OF PALM DESERT Exhibit 3
CAPITAL IMPROVEMENT PROGRAM NO. 08-64
EXISTING PROJECTS IN FISCAL YEAR 2007-08 CONTINUED TO FY 2008-2009
PROJECT TITLE ESTIMATED ACCOUNT FUNDING FY 2007-08
PROJECT NUMBERS SOURCES to FY08-09
TOTAL FOR 'SEE NOTE
LIFE OF
PROJECT
Drainape Facllities Fund 420
None
CP Parks 8 Rec Facilities Fund 430
Satellite Yard Renovation 345,000 430-4340-433.40-01 Park&Rec Fac. FD 430 324,720
CC Bocce Ball/Crts/Picnic 77,000 430-4612-454.40-01 Park 8 Rec Fac.FD 430 77,000
CC Handball Courts 100,000 430-4635-454.40-01 Park 8 Rec Fac. FD 430 100,000
Civic Center Parlc Improvements Continuing 430-4668-454.40-01 Park&Rec Fac.FD 430 273,444
Civic Center Restrooms 325,000 430-4674-454.40-01 Park 8 Rec Fac. FD 430 325,000
Art/n Public P/aces Fund 436
AIPP Projects Continuing 436-4650-454.40-01 AIPP FD 436 277,000
CP Sipnalization Fund 440
None
Buildinp Malnienance Fund 450
Remodeling the CC Chamber Restrooms 100,000 450-4161-415.40-01 Building Maint. Fund 450 100,000
TOTAL EXISTING PROJECTS $30,434,356
' NOTE: APPROPRIATIONS ANDIOR ENCUMBRANCES FOR REBUDGETICARRYOVER
FROM FISCAL YEAR 2007-08 TO 2008-09
'" NOTE: DUE TO TIMING OF EVENTS,NO CONTRACT HAS BEEN OBTAINED,HOWEVER,FUNDS NEED 1'O BE CARRIED OVER TO
PREVENT SHORTING IN COMING FISCAL YEAR.
Continuing appropnations are amounts which have been appropriated in FY 2007-08 and are not expected to be expended by
June 30,2008. These funds are pnmarily for capital budgets and specific programs that overlap fiscal years. When authorized,
continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending.
The exact amount of appropriations for carryover in each fund indicated will be determined at the end of the fiscal year dunng the
preparation of financial statements. This amount will include: 1)purchase orders and contracts encumbered totals and
2)unencumbered balances as oi June 30, 2008 for appropnations approved by the City Council through the last meeting in
June, 2008.
AMOUNTS ARE SUBJECT TO CHANGE DUE TO PROJECTS APPROVED BY COUNCIL PRIOR TO JUNE 30,2008
Note:Above amounts are as of February 29,2008
CITY OF PALM DESERT
APPROPRIATIONS LIMIT
FISCAL YEAR 2008-2009
Item 3
RESOLUTION NO. 08-65
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF PALM DESERT, CALIFORNIA,
ESTABLISHING THE APPROPRIATIONS LIMIT
FOR THE 2008-2009 FISCAL YEAR
WHEREAS, the voters approved the Gann Spending Limitation Initiative
(Proposition 4) on November 6, 1979, adding Article XIII B to the Constitution of the State
of California to establish and define annual appropriation limits on state and local
government entities; and
WHEREAS, Chapter 120-5 of the Revenue and Taxation Code Section 7910 (which
incorporates California Senate Bill 1352) provides for the implementation of Article XIII B
by defining various terms used in this Article and prescribing procedures to be used in
implementing specific provisions of the Article, jurisdiction of its appropriations limit; and
WHEREAS, the required calculation to determine the Appropriations Limit for Fiscal
Year 2008-2009, has been performed by the Finance Department based on available
information and is on file with the Finance Department and available for public review;
WHEREAS, finance staff will recalculate the Appropriations Limit for respective
fiscal periods including Fiscal Year 2008-2009, as soon as information regarding the
percentage changes in the local assessment roll due to additional local nonresidential new
construction is made available by the Riverside County Assessor's office;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert,
California, that the City of Palm Desert Appropriations Limit is hereby established as $89,302,615
for 2008-2009 Fiscal Year.
PASSED, APPROVED AND ADOPTED at the regular meeting of the Palm Desert
City Council held on this 26 day of June 2008, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
RACHELLE KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORINA
JEAN BENSON, MAYOR
xii
CITY OF PALM DESERT
FISCAL YEAR 2008-2009
APPROPRIATIONS LIMIT CALCULATION
Article XIII B of the California Constitution requires adoption of an annual appropriation limit. The original base
year limit was adopted in FY 1978-79 and has been adjusted annually for increase by a factor comprised of the
percentage change in population combined with either the percentage change in California per capita personal
income or the percentage change in local assessment roll due to the addition of local nonresidential new
construction. The changes in the local assessment roll due to additional local nonresidential new construction for
current and prior periods have not been available from the County Assessor's office.
The November, 1988 voters approved Proposition R which increased the limit to $25,000,000. It expired in
November, 1992. The FY 1993-94 limit was calculated with prior years re -calculated to reflect the expiration of the
$25,000,000 limit.
A. 2007-08 APPROPRIATION LIMIT
AMOUNT SOURCE
83,369,804 PRIOR YEAR'S CALCULATION
B. ADJUSTMENT FACTORS
1. POPULATION %
POPULATION % CHANGE 2.71 STATE DEPT OF FINANCE
POPULATION CONVERTED TO RATIO (2.71+100)/100 1.0271 CALCULATED
2. INFLATION °A)
USING % CHANGES IN CALIF PER CAPITA PERSONAL INCOME
PER CAPITA % CHANGE 4.29 STATE DEPT OF FINANCE
PER CAPITA CONVERTED TO RATIO (4.29+100)/100 1.0429 CALCULATED
3. CALCULATION OF FACTOR FOR FY 08-09
C. 2008-09 APPROPRIATIONS LIMIT BEFORE ADJUSTMENTS
D. OTHER ADJUSTMENTS
E. 12008-2009 APPROPRIATIONS LIMIT
F. (APPROPRIATIONS SUBJECT TO LIMIT I
G. COVER/(UNDER) LIMIT
1.0712 B1'B2
89,302,615 B3*A
0 CALCULATED
89,302,615 I C+D
41,666,148 I CALCULATED
(47,636,467)1 F-E
REDEVELOPMENT AGENCY
FINANCIAL PLAN
FISCAL YEAR 2008-2009
Item 4
RESOLUTION NO. 549
A RESOLUTION OF THE BOARD OF THE
PALM DESERT REDEVELOPMENT AGENCY, PALM DESERT, CALIFORNIA, ADOPTING
A PROGRAM AND FINANCIAL PLAN
FOR THE FISCAL YEAR JULY 1, 2008 THROUGH JUNE 30, 2009
WHEREAS, the Board has received and considered the proposed Program and Financial Plan
submitted by the Executive Director on June 2, 2008; and
WHEREAS, after due notice, the Board held a public hearing on the proposed plan.
NOW, THEREFORE, BE IT RESOLVED by the Board of the Palm Desert Redevelopment
Agency, Palm Desert, California, that:
1. The amounts shown on Exhibit 1, "Estimated Revenues," are hereby accepted as the
Estimated Revenues for the 2008-2009 Fiscal Year for each fund and revenue source.
2. The amounts shown on Exhibit 2, "Appropriations," are hereby appropriated to the
departments and activities indicated. The Executive Director, or his duly appointed
representative, will have the authority to approve intra-departmental budgeted line-item
variations; additional appropriations or inter-departmental budget transfers will be specifically
approved by further Redevelopment Board action during the 2008-2009 Fiscal Year as the
need arises.
3. The amounts shown on Exhibit 3, "Continuing Appropriations, Existing Capital
Projects," are hereby accepted as continuing appropriations from the 2007-2008 Fiscal Year.
The amounts included in this exhibit include all unexpended amounts from purchase orders
and contracts encumbered by June 30, 2008.
PASSED, APPROVED AND ADOPTED at the regular meeting of the Palm Desert
Redevelopment Agency held on this 26 day of June, 2008, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN BENSON, MAYOR
ATTEST:
RACHELLEKLASSEN, CITY CLERK
CITYOFPALMDESERT,CALIFORNIA
res-rdafinp1an0809 w
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
Proiect Area 1 Fund:
1. Reimbursements 5,001 55,000 - - -
2. Interest 584,143 2,394,758 650,000 - -
3.Transfers In 5,424,665 50,382,639 - - -
Total Proiect Area 1 Fund 6,013,809 52,832,397 650,000 - -
Prolect Area 2 Fund:
1. Reimbursements 7,628,359 52,952,980 - - -
2. Interest 219,483 2,558,740 600,000 - -
Total Proiect Area 2 Fund 7,847,842 55,511,720 600,000 - -
Proiect Area 3 Fund:
1. Interest 114,917 991,271 100,000 - -
2.Transfers In 2,670,006 13,923,580 - - -
Total Project Area 3 Fund 2,784,923 14,914,851 100,000 - -
Proiect Area 4 Fund:
1. Interest 634,693 1,409,732 200,000 - -
2. Transfers In 1,379,767 18,240,063 - - -
Total Prolect Area 4 Fund 2,014,460 19,649,795 200,000 - -
Debt Service 1 Fund:
1. Tax Increment 45,766,926 48,895,277 47,098,006 49,279,274 49,641,800
2. Interest 884,256 2,223,024 1,500,000 - -
3. Reimbursement fm COD/County 490,431 506,990 488,700 - -
Total Debt Service 1 Fund 47,141,613 51,625,291 49,086,706 49,279,274 49,641,800
Page 1-34
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY 07-08 FY 08-09
Debt Service 2 Fund:
1.Tax Increment 15,218,315 17,072,105 16,633,905 17,779,922 17,963,630
2. Interest 317,722 472,204 400,000 - -
Total Debt Service 2 Fund 15,536,037 17,544,309 17,033,905 17,779,922 17,963,630
Debt Service 3 Fund:
1. Tax Incremeni 3,442,565 3,563,031 3,444,419 3,924,542 3,973,983
2. I nterest 88,588 155,454 100,000 - -
Total Debt Service 3 Fund 3,531,153 3,718,485 3,544,419 3,924,542 3,973,983
Debt Service 4 Fund:
1. Tax Increment 12,596,184 13,336,924 12,494,103 13,518,052 13,665,890
2. lnterest 88,489 156,357 100,000 - -
Total Debt Service 4 Fund 12,684,673 13,493,281 12,594,103 13,518,052 13,665,890
Housinp Fund:
1.Transfers In 16,454,413 70,285,006 15,336,000 32,065,223 17,049,061
2. Reimbursements 142,323 181,896 120,000 - -
3. Interest 717,827 1,701,614 500,000 - -
Total Housinq Fund 17,314,563 72,168,516 15,956,000 32,065,223 17,049,061
Page 1-35
Exhibit 2 - RES #549
PALM DESERT REDEVELOPMENT AGENCY APPROPRIATIONS
FOR FISCAL YEAR 2008-2009
FUND NAME APPROPRIATIONS
FY 2008-2009
REDEVELOPMENT AGENCY FUNDS
Project Area #1 9,086,805
Project Area #2 6,297,688
Project Area #3 180,000
Project Area #4 286,000
Debt Service PJ Area #1 45,120,430
Debt Service PJ Area #2 17,927,931
Debt Service PJ Area #3 3,681,980
Debt Service PJ Area #4 12,369,664
Housing Set Aside 14,211,733
Total Redevelo ment A enc Funds 109,162,231
REDEVELOPMENT AGENCY Exhibit 3
CAPITAL IMPROVEMENT PROGRAM N0.549
EXISTING PROJECTS IN FISCAL YEAR 2007-08 CONTINUED TO FY 2008-2009
PROJECT TITLE ESTIMATED ACCOUNT FUNDING FY 2007-0B
PROJECT NUMBERS SOURCES toFY08-09
TOTAL FOR 'SEE NOTE
LIFE OF
PROJECT
Trust Fund
Homme/Adams Park 600,000 880-0000-239.91-00 Trust Fund 880
RDA Proiect Area#1 Fund 850
Neighborhood Undergrounding 4,500,000 850-4256-464.40-01 RDA PJ Area#1 3,470,000
Alessandro Alleyway 5,520,462 850-4341-433.40-01 RDA PJ Area#1 6,165,187
Entrada Del Paseo Continuing 850-4358-433.40-01 RDA PJ Area#1 1,219,098
Monterey/Country Club to G. Ford 1,000,000 850-4363-433.40-01 RDA PJ Area#1 1,000,000
Fred Waring Widening Continuing 850-4384-433.40-01 RDA PJ Area#1 668,385
President's Plaza 1,200,000 850-4436-422.40-01 RDA PJ Area#1 1,200,000
P�operty ACquiSitlon Continuing 850-4495,464.40-01 RDA PJ Area#1 1,605,591
EI Paseo Image Extension 3,300,000 850-4679-a64.40-01 RDA PJ Area#1 3,300,000
Historical Society 100,000 850-4800-454.38-94 RDA PJ Area#1 100,000
Police Academy(COD) 500,000 850-4800-454.39-04 RDA PJ Area#1 500,000
RDA Proiect Area#2 Fund 851
North Sphere Fire Station 4,000,000 851-4270-422.40-01 RDA PJ Area#2 4,000,000
Portola @ I-10 4,300,000 851-4351-433.40-01 RDA PJ Area#2 4,300,000
Monterey/Country Club to G. Ford""* 1,000,000 851-4363-433.40-01 RDA PJ Area#2 1,000,000
Monterey Ave Ramp Modification***" 1,000,000 851-XXXX-XXX-XXXX RDA PJ Area#2 1,000,000
Monterey @ I-10 2,000,000 851-4389-433.40-01 RDA PJ Area#2 211,889
Aquatic Facility 6,000,000 851-4549-454.40-01 RDA PJ Area#2 6,000,000
No.Sphere Infrastructure 2,097,364 851-4619-433.40-01 RDA PJ Area#2 1,323,189
DW Parking-For Condition of Approval/Lakes Continuing 851-4663-454.40-01 RDA PJ Area#2 759,060
Police Academy(COD) 500,000 851-4800-454.39-04 RDA PJ Area#2 500,000
RDA Proiect Area#3 Fund 853
Portola @ I-10 8,200,000 853-4351-433.40-01 RDA PJ Area#3 8,200,000
Cook Street Improvements 3,000,000 853-4385-433.40-01 RDA PJ Area#3 2,806,251
Falcon/Hovley Perimeter Landscaping 250,000 853-4388-433.40-01 RDA PJ Area#3 250,000
Police Academy(COD) 500,000 853-4800-454.39-04 RDA PJ Area#3 500,000
RDA Proiect Area#d Fund 854
Underground Neighborfiood 14,000,000 854-4256-464.40-01 RDA PJ Area#4 13,980,000
Fred Waring Street Improvements Continuing 854-4384-433.40-01 RDA PJ Area#4 1,251,992
Casey's Restaurant Continuing 854-4495-499.40-10 RDA PJ Area#4 142,920
Police Academy(COD) 500,000 854-4800-454.39-04 RDA PJ Area#4 500,000
TOTAL EXISTING PROJECTS $65,953,562
' NOTE: APPROPRIATIONS AND/OR ENCUMBRANCES FOR REBUDGET/CARRYOVER
FROM FISCAL YEAR 2007-08 TO 2008-09
Continuing appropriations are amounts which have been appiopriated in FY 2007-08 and are not expected to be expended by
June 30, 2008. These funds are primarily for capital budgets and specific programs that overlap fiscal years. When authorized,
continuing appropriation amounts are added fo the new frscal year budget amounts rn order to track all approved spending.
The exact amount of appropnations for carryover in each fund indicated will be determined at the end of the fiscal year during the
preparation of financial statements. This amount will include: 1)purchase orders and contracts encumbered totals and
2)unencumbered balances as of June 30, 2008 for appropnations approved by the Agency through the last meeting in
June, 2008.
AMOUNTS ARE SUBJECT TO CHANGE DUE TO PROJECTS APPROVED BY COUNCIL PRIOR TO JUNE 30,2008
un�o•ehnvn ameunts are as of Feb►uary 29.2008
PALM DESERT HOUSING AUTHORITY
FINANCIAL PLAN
FISCAL YEAR 2008-2009
Item 5
RESOLUTION HA - 37
A RESOLUTION OF THE CITY COUNCIL OF THE HOUSING AUTHORITY
OF PALM DESERT, CALIFORNIA, ADUPTING A PROGRAM
AND FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1,
2008 THROUGH JUNE 30, 2009
WHEREAS, the Housing Authority has received and considcred the proposed Program
and Financial Plan submitted by the Executive Director on June 2, 2008; and
WHEREAS, after due notice, the Housing Authority held a public hearing on the
proposed plan.
NOW, THEREFORE, BE IT RESOLVED by the Palm Desert Housing Authority
Board of the City of Palm Desert, California, that:
1. The amounts shown on Exhibit 1, "F;stimated Revenues," are hereby accepted as
the Estimated Revenues for the 2008/2009 Fiscal Year for each fund and revenue source.
2. The amounts shown on Exhibit 2, "Appropriations," are hereby appropriated to
the departments and activities indicated. "l�he Executive Director, or his duly appointed
representative, will have the authority to approve intra-departmental budgeted line item
variations; additional appropriations or inter-departmental budget transfers will be
specifically approved by further Housing Authority action during the 2008/2009 riscal
Year as the nced arises.
3. The amounts shown on Exhibit 3, "Continuing Appropriations, Existing Capital
Projects," are hereby accepted as continuing appropriations from the 2007-08 Fiscal
Year. The amounts included in this exhibit include all unexpended amounts from
purchase orders and contracts encumbered by June 30, 2008.
PASSED, APPROVFll AND ADOYTED at the regular meeting of the Yalm
Desert and Housing Authority held on this 26 day of June, 2008, by the following
votc, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN BENSON, MAYOR
ATTESZ�:
RACI�ELLE KLASSEN, DEPUTY CI"I'Y CLERK
CITY UF PALM DESERT, CALIFORNIA
xi
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Actual Adopted Projected Budget
CATEGORY/FUND FY 05-06 FY 06-07 FY 07-08 FY OT-08 FY 08-09
Housinq Authoritv Fund:
1. Rent fm Apartments/Interest 4,960,802 4,788,976 5,274,302 5,133,463 5,063,602
2. Reimbursement 10,000 11,540,701 - - -
Total Housinq Authority Fund 4,970,802 16,329,677 5,274,302 5,133,463 5,063,602
Page 1-36
Exhibit 2 HA- 3�
PALM DESERT HOUSING AUTHORITY APPROPRIATIONS
FOR FISCAL YEAR 2008-2009
FY 2008-2009
Housing Authority 5,981,966
TOTAL ALL FUNDS (Includes Transfers Out to Othe 274,640,955
HOUSING AUTHORITY Exhibit 3
CAPITAL IMPROVEMENT PROGRAM HA-37
EXISTING PROJECTS IN FISCAL YEAR 2007-08 CONTINUED TO FY 2008-2009
PROJECT TITLE ESTIMATED ACCOUNT FUNDING FY 2007-08
PROJECT NUMBERS SOURCES toFY08-09
TOTAL FOR 'SEE NOTE
LIFE OF
PROJECT
RDA SR Housinq Fund 870
Palm Village Apts Construction Continuing 870-4349-433.40-01 Housing Fund 870 85,641
Workforce Housing Grant 93,209 870-4490-464.39-02 Housing Fund 870 118,818
Home Improvement Program Continuing 870-4493-464.40-01 Housing Fund 870 653,250
Property Acquisition Continuing 870-4495-464.40-01 Housing Fund 870 883,992
Apartment Complex Rehab 4,000,000 870-4498-464.40-01 Housing Fund 870 4,000,000
Rental Assistance 450,000 870-4688-464.40-01 Housing Fund 870 450,000
Falcon CresULa Rocca Villas Gonstruction Continuing 870-4698-464.40-01 Housing Fund 870 3,644,759
RDA Palm Deseri Housin4 Auth Fund 871
Laguna Palms Rehabilitation Continuing 871-8610-466.40-01 Housing Authority FD 871 1,005,375
Desert Pointe Replacement Expenditures Continuing 871-8630-433.33-11 Housing Authority FD 871 35,145
One Quail Place Replacement Expenditures Continuing 871-8660-466.33-11 Housing Authority FD 871 85,228
One Quail Place Capital Improvements Continuing 871-8660-466.40-50 Housing Authority FD 871 220,000
California Yillas Replacement Expenditures Continuing 871-8680-466.33-11 Housing Authority FD 871 32,806
California Villas Rehabilitation Continuing 871-8680-466.40-01 Housing Authority FD 871 1,984,686
Taos Palms Replacement Expenditures Continuing 871-8690-466.33-11 Housing Authority FD 871 46,849
Country Village Capital Improvements Continuing 871-8691-466.40-50 Housing Authority FD 871 39,380
Candlewood Apts(Health&Safety Repairs) Continuing 871-8693-466.40-50 Housing Authority FD 871 180,464
TOTAL EXISTING PROJECTS $13,466,393
' NOTE: APPROPRIATIONS ANDIOR ENCUMBRANCES FOR REBUDGETICARRYOVER
FROM FISCAL YEAR 2007-08 TO 2008-09
Contrnuing appropriations are amounts whrch have been appropnated rn FY 2007-08 and are not expected to be expended by
June 30, 2008. These funds are primarily fo�capital budgets and specific programs that overlap fliscal years. When authorized,
continuing appropnation amounts are added to the new fiscal year budget amounts in order to track all approved spending.
The exact amount of appropriations for carryover in each fund indicated will be determined at the end of the fiscal year dunng the
preparation of financial statements. This amount will include: 1)purchase orders and confracts encumbered totals and
2)unencumbered balances as of June 30, 2008 for appropriations approved by the Housing Authonty through the last meeting in
June, 2008.
AMOUNTS ARE SUBJECT TO CHANGE DUE TO PROJECTS APPROVED BY COUNCIL PRIOR TO JUNE 30,2008
Note:Above amounts are as of February 29,2008
CITY OF PALM DESERT
SALARY RESOLUTION & SALARY SCHEDULE
FISCAL YEAR 2008-2009
Item 6
RESOLUTION NO. 08- 66
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, RESCINDS RESOLUTIONS NO. 07-51 and 07-
71, AND ESTABLISHES ALLOCATED CLASSIFICATIONS, SALARY
SCHEDULE, AND SALARY RANGES, "EXHIBIT A", FOR THE PERIOD
OF JULY 1, 2008 THROUGH JUNE 30, 2009.
WHEREAS, the City of Palm Desert has met and conferred in good faith with the
Palm Desert Employees Organization (PDEO) in accordance with the Meyers-Milias-
Brown Act and the City employer- employee relations Ordinance No. 1042; and
WHEREAS, the City of Palm Desert has reached agreement with the employees
represented by the Palm Desert Employees Organization, for the period February 21,
2008, through February 20, 2011; and
WHEREAS, the modification to "EXHIBIT A" does not change the
MOU/Agreement previously entered in between the Palm Desert Employees
Organization and the City of Palm Desert.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF PALM DESERT AS FOLLOWS:
SECTION I - SALARY SCHEDULE, RANGES 8 ALLOCATED CLASSIFICATIONS
All employees shall be classified and shall receive compensation for services
pertormed. This compensation shall be in accordance with the established salary
schedule and salary ranges for their respective classification as shown below.
This schedule of allocated positions supersedes the schedule of allocated positions in
the 2007/2008 approved budget.
The City of Palm Desert's Personnel System, Section 2.52 of the Palm Desert Municipal
Code prescribes specific terms for appointment and tenure of all City employees.
SALARY RESOLUTION NO. O8—G6
SECTION I
Deoartment Classificatfon Sa� Authorized
Ranpe
CITY MANAGER
City Manager (4) City Manager 1 1
Assistant to the City Manager 135 1
Secretary to the CM 116 1
Sr Office Assistant-OR- 107 1
Office Assistant II 104
Office of Energy Management (3) Diredor of the Office of Energy Management 137 1
Energy Projed Technician 114 1
Administrative Secretary 113 1
Finance (14) Director of Finance/City Treasurer 145 1
Assistant Finance Diredor 135 1
Deputy City Treasurer 127 1
Senior Financial Analyst 127 1
Management Analyst II-OR- 123 1
Management Analyst I 120
Accounting Technician II-OR- 118 5
Accounting Technician I 113
Administrative Secretary 113 1
Business License Technician II-OR- 116 1
Business License Technician I 113
Sr.Office Assistant-Business License 107 1
Office Assistant II-OR- 104 1
Office Assistant I 100
Iniormation Technology (7) Director of Information Systems 140 1
Information Systems Analyst 118 1
G.I.S.Coordinator-OR- 121 1
G.I.S.Technician 118
GIS Technician-Entry Level 114 1
Information Systems Technician 114 2
Office Assistant II-OR- 104 1
Office Assistant I 100
COMMUNITY SERVICES
Community Services (13) ACM/Community Services 151 1
Director of Special Programs 137 1
Marketing Manger 131 1
Senior Management Analyst-OR- 127 2
Management Analyst II-OR- 123
Management Analyst I 120
Secretary to the City Council 116 1
'Recycling Technician 113 1
Administrative Secretary 113 2
Senior Office Assistant 107 1
Main Lobby Receptionist 106 1
O�ce Assistant II-OR- 104 2
Office Assistant I 100
City Clerk (4) City Clerk 139 1
Deputy City Clerk 118 1
Records Technician 113 1
Office Assistant II-OR- 104 1
O�ce Assistant I 100
Human Resources (4) Human Resources Director-OR- 139
Human Resources Manager 131 1
Human Resources Technician 113 2
Senior Oifice Assistant 107 1
Art in Public Places (3) "Public Arts Manager 131 1
Public Arts Coordinator 118 1
Public ARs Technician 113 1
Visitor Infortnation Center (5) Visitor Information Center Manager 131 1
Senior Office Assistant 107 1
Office Assistant II-OR- 104 3
SALARY RESOLUTION NO. 08-66
SECTION 1
Deaartment Classification Sa� Authorized
Rans�e
Office Assistant I 100
�EVELOPMENT SERVICES
Development Services (6) ACM/Development Services 151 1
Parks 8 Recreation Services Manager 134 1
Risk Manager 129 1
Senior Management Analyst 127 1
Administrative Secretary 113 1
Office Assistant II-OR- 104 1
Office Assistant I 100
Park Maintenance (6) Parks Facilities Manager 127 1
Parks Maintenance Supervisor 121 1
Park Inspector 113 4
Building Operationsl
Maintenance (4) Building Maintenance Supervisor 114 1
Maintenance Worker II-OR- 106 3
Maintenance Worker I-OR- 101
Custodian II-OR- 104
Custodian I 100
Public Works Administration (24) Director of Public Works 145 1
City Engineer 139 1
Engineering Manager 135 1
Transportation Engineer 130 1
Senior Engineer/City Surveyor 130 1
Senior Engineer-OR- 129 1
Associate Engineer-OR- 127
"'Sr.Mangement Analyst 127 1
Project Administrator 127 1
Associate Transportation Planner 127 1
Assistant Engineer 125 1
Senior Public Works Inspector 121 1
Senior Engineering Technician-OR- 120 1
Engineering Technician II-OR- 118
Engineering Technician I 113
Management Analyst II-OR- 123 1
Management Analyst I 120
Public Works Inspector II-OR- 120 3
Public Works Inspector I 118
Engineering Technician II-OR- 118 1
Engineering Technician I 113
Traffic Signal Specialist-OR- 121 1
Traffic Signal Technician II 118
Traffic Signal Technician II 118 1
Capital Improvement Projects Technician 113 1
Administrative Secretary 113 1
Senior Office Assistant 107 1
Office Assistant II-OR- 104 2
Office Assistant I 100
Public Works
Streets Maintenance (18) Maintenance Services Manager 130 1
Mechanic II 113 1
Senior Maintenance Worker 111 2
Equipment Operator II 111 1
Equipment Operator I 109 3
Maintenance Worker II-OR- 106 9
Maintenance Worker I 101
Senior Office Assistant 107 1
Landscape Services (7) Landscape Manager 129 1
Landscape Specialist 121 1
Senior Landscape Inspector 121 1
Landscape Inspedor II-OR- 118 4
Landscape Inspector I 114
SALARY RESOLUTION NO. OH—G6
SECTION I
Department Classification Sa� Authorized
Ran4e
Bufiding and Safety
Administration (5) Director of Building$Safety 140 1
Deputy Building Official 135 1
Administrative Secretary 113 1
Building&Safety Technician 113 1
Office Assistant II-OR- 104 1
Oifice Assistant I 100
Building Department Plan Check (3) Senior Plans Examiner 123 1
Building Permit Specialist II-OR- 118 2
Building Permit Specialist 111
Building Inspection (8) Building Inspection Manager 127 1
Senior Building Inspector 121 2
Building Inspector II-OR- 118 5
Building Inspector I 114
Planning 8
Community Development (7) Director of Community Development 144 1
Principal Planner 135 1
Associate Planner-OR- 127 3
Assistant Planner 123
Administrative Secretary 113 1
Senior Office Assistant 107 1
Code Inspection (6) Code Compliance Manager 127 1
Senior Code Compliance O�cer 121 1
Code Compliance Officer II-OR- 118 3
Code Compliance Officer I 114
Code Compliance Technician 113 1
REDEVELOPMENT AGENCY
REDEVELOPMENT AGENCY (14) ACM/RDA/Housing 151 1
Director of Redevelopment 8 Housing 144 1
Redevelopment Manager 131 1
Redevelopment 8 Housing Finance Manger-OR- 131
Senior Financial Analyst 127 1
Economic Development Manager 134 1
Senior Management Analyst 127 1
Project Administrator 127 1
Economic Development Technician II-OR- 118 1
Economic Development Technician I 114
Secretary to the Executive Director 116 1
Redevelopment Finance Technician 113 1
Accountant II-OR- 121 1
Accountant I 118
Project Coordinator 121 1
Senior Office Assistant 107 1
Office Assistant II-OR- 104 1
O�ce Assistant I 100
HOUSING (5) Director of Housing 138 1
Management Analyst II-OR- 123 1
Management Analyst I 120
Project Coordinator 121 1
Housing Programs Technician 113 2
TOTAL ALLOCATED POSITIONS 170
COUNCIL MEMBERS 5
'Funded through RecycGng Fund
"Fundiny through Art in Public Places Fund
"'New PosiGon/or FY 2008/2009
Resolution 08 - 66 - Salary Resolution
SECTION II - EXEMPT PERSONNEL
The following positions are exempt from overtime provisions as defined by the Fair
Labor Standards Act and set forth in the Personnel Rules and Regulations, Section
2.52.305.
Among other things, these positions require spending numerous extra hours at
meetings, conferences and work and are designated Group A.
Group A:
City Manager
Assistant City Manager Community Services
Assistant City Manager Development Services
Assistant City Manager Redevelopment/Housing Authority/Economic Dev.
City Clerk
City Engineer
Director of Building & Safety
Director of Community Development
Director of Finance/City Treasurer
Director of Housing
Director of Information Systems
Director of Public Works
Director of Redevelopment and Housing
Director of Special Programs
Director of the Office of Energy Management
The following positions are exempt from overtime provisions as defined by the Fair
Labor Standards Act and set forth in the Personnel Rules and Regulations, Section
2.52.305.
Among other things, these positions require spending occasional extra hours at
meetings, conferences and work and are designated Group B.
Group B:
Assistant to the City Manager Deputy Building Official
Assistant Finance Director Deputy City Treasurer
Assistant Engineer Economic Development Manager
Assistant Planner Engineering Manager
Associate Engineer Human Resources Manager
Associate Planner Marketing Manager
Associate Transportation Planner Landscape Manager
Building Maintenance Supervisor Management Analyst I/II
Building Inspector Manager Maintenance Services Manager
Code Compliance Manager Parks Maintenance Supervisor
Resolution 08 - 66 - Salary Resolution
Parks & Recreation Services Manager Secretary to the City Manager
Park Facilities Manager Secretary to the Executive Director
Plan Check Manager Senior Engineer
Principal Planner Senior Engineer/City Surveyor
Project Administrator Senior Financial Analyst
Public Arts Coordinator Senior Transportation Engineer
Public Arts Manager Senior Management Analyst
RDA & Housing Finance Mgr. Transportation Engineer
Redevelopment Manager Visitor Information Center Manager
Risk Manager .
Secretary to the City Council
SECTION III -ANNUAL PHYSICALS
Annual medical examinations are provided for the following:
Assistant Ciry Manager Community Services
Assistant City Manager Development Services
Assistant City Manager RedevelopmenUHousing Authority/Economic Dev.
City Clerk
City Manager
Council Members
Director of Building & Safety
Director of Community Development
Director of Finance/City Treasurer
Director of Housing
Director of Information Systems
Director of Public Works
Director of Redevelopment & Housing
Director of Special Programs
Director of the Office of Energy Management
SECTION IV - MILEAGE REIMBURSEMENT
The mileage reimbursement rate to employees required to use their personal car on
City business shall be set by Council and conform to current Internal Revenue Service
guidelines.
SECTION V - OTHER COMPENSATION
While this resolution establishes the ranges and gross salary for certain positions in the
classified service for the City of Palm Desert, there are other benefits both tangible and
intangible that are not addressed in this document. Unless referenced otherwise, all
benefits in place on June 30, 2008, will continue as constituted.
Resolution 08 - 66 - Salary Resolution
SECTION VI
This resolution is effective upon adoption. The provisions relating to salary and other
compensation shall be effective and where applicable, accrue on, and from July 1,
2008.
PASSED, APPROVED AND ADOPTED by the Palm Desert City Council this
day of June, 2008 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
JEAN BENSON, MAYOR
APPROVED:
RACHELLE KLASSEN, CITY CLERK
CITY OF PALM DESERT
CITY OF PALM DESERT Resolution 08-66
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS
Effective 7/01/08 -6/30/09
fl@W 5°/a 5% 5% 5% 5% 7.5%
POSITION CLASSIFICATION GRADE Ste 1 Ste 2 Ste 3 Ste 4 Ste 5 Ste 6 Ste 7
10001 :City Manager 1 . 124.16
10008 ACM for Community Services 151 67.07__ 70.43 : 73.94 77.64 81.52 85.59 92.02
10003 ACM for Development Services 151 67.07 . 70.43 73.94 : 77.64 81.52 85.59 : 92.02
10002 ACM for RDA/Housin � 151 67.07 ' 70.43 73.94 77.64 81.52 85.59 92.02
150 65.43 68.69 7213 75.73 79.52 83.50 89.76
149 63.83 ; 67.03 70.38 73.90 77.60 81.48 87.59
� 148 62.28 65.39 68.65 72.08 75.69 79.48 85.44
147 60.75 63.79 ' 66.97 70.32 73.84 77.53 83.33
146 59.27 62.24 65.35 68.61 72.04 75.65 81.32
10011 Director of Public Works ; 145 57.83 : 60.72 63.76 66.94 70.29 73.81 79.33
10006 Dir. of Finance/City Treasurer 145 57.83 60.72 63.76 66.94 70.29 73.81 79.33
10019 Director of Redevelopment& Housing 144 56.42 59.24 62.20 65.31 68.58 72.01 77.41
10009 Dir. of Community Development 144 56.42 59.24 62.20 65.31 68.58 72.01 77.41
142 53.70 56.38 59.20 62.16 65.26 68.53 73.66
142 53.70 56.38 59.20 62.16 65.26 68.53 73.66
142 53.70 56.38 59.20 62.16 65.26 68.53 73.66
142 53.70 56.38 59.20 62.16 65.26 68.53 73.66
141 52.39 55.01 . 57.77 60.65 63.68 66.87 7189
10020 Director of Information Systems 140 51.11 53.66 56.35 59.17 62.12 65.23 70.13
10010 Director of Buildin &Safety 140 51.11 ; 53.66 56.35 59.17 62.12 65.23 70.13
10018 City Engineer 139 49.87 52.37 54.99 57.73 60.62 63.65 68.42
10015 City Clerk 139 49.87 52.37 54.99 57.73 60.62 63.65 68.42
10012 Director of Human Resources 139 49.87 52.37 54.99 57.73 60.62 63.65 68.42
10014 Director of Housing 138 48.64 51.08 53.63 56.32 59.14 62.09 66.75
10021 Director of the Office of Energy 137 47.47 � 49.84 52.32 54.95 57.68 60.58 65.12
8-10
CITY OF PALM DESERT Resolution 08-66
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS
Effective 7/01/08 - 6/30/09
fl@W 5% 5% 5% 5% 5% 7.5%
POSITION CLASSIFICATION GRADE Step 1 Ste 2 Ste 3 Ste 4 Ste 5 Ste 6 Ste 7
10016 �Director of Special Programs 137 � 47.47 49.84 ' S2.32 54.95 57.68 , 60.58 65.12
136 46.31 48.62 51.06 53.61 56.30 59.11 63.54
20066 Assistant Finance Director 135 45.17 ! 47.44 49.81 52.29 54.91 57.65 61.98
20003 Engineering Manager 135 45.17 47.44 : 49.81 52.29 . 54.91 57.65 61.98
20007 Principal Planner 135 45.17 47.44 49.81 52.29 54.91 57.65 61.98
20052 Deputy Building Official 135 45.17 47.44 49.81 52.29 54.91 57.65 61.98
20060 'Assistant to the City Manager 135 45.17 47.44 49.81 52.29 54.91 57.65 61.98
20071 Parks and Recreation Services Manager 134 44.08 ' 46.29 48.60 51.04 53.59 56.27 60.49
20074 Economic Development Manager 134 44.08 46.29 48.60 51.04 53.59 56.27 60.49
133 42.99 45.15 47.41 49.78 52.27 54.89 59.01
132 41.96 44.06 46.26 48.57 51.01 53 56 57.58
20069 Housing Authority Administrator 131 40.93 42.97 45.12 47.37 49.74 52.23 56.14
20070 Redevelopment& Housing Fin. Manager 131 40.93 42.97 45.12 47.37 49.74 52.23 56.14
20034 Human Resources Manager 131 40.93 42.97 45.12 47.37 49.74 52.23 56.14
20061 Marketing Manager 131 40.93 . 42.97 45.12 47.37 49.74 52.23 56.14
20016 Public Arts Manager 131 40.93 42.97 45.12 47.37 49.74 52.23 56.14
20051 Visitors Information Center Manager 131 40.93 42.97 45.12 47.37 49.74 52.23 56.14
20030 Redevelopment Manager 131 40.93 42.97 45.12 47.37 49.74 52.23 56.14
20009 Maintenance Services Manager 130 39.94 � 41.93 44.03 46.23 48.54 50.97 54.78
20056 Senior Engineer/City Surveyor 130 39.94 41.93 44.03 46 23 48.54 50.97 54.78
20065 Special Projects Administrator 130 39.94 41.93 44.03 46.23 48.54 50.97 54.78
20006 Transportation Engineer 130 39.94 41.93 44.03 46.23 48.54 50.97 54.78
20048 Landscape Manager 129 38.95 40.91 42.95 45.10 47.35 49 72 53.45
20017 Risk Manager 129 38.95 40.91 42.95 45.10 47.35 49 72 53.45
20008 Senior Engineer 129 38.95 40.91 42.95 45.10 47.35 49.72 53 45
8-11
CITY OF PALM DESERT Resolution 08-66
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS
Effective 7/01/08 -6/30/09
n@W 5% 5% 5% 5% 5% 7.5%
POSITION CLASSIFICATION GRADE Ste 1 Ste 2 Ste 3 Ste 4 Ste 5 Ste 6 Ste 7
128 38.00 39.89 41.89 43.99 46.19 48.49 52.13
20064 Depury City Treasurer 127 37.07 38.93 . 40.89 42.93 45.08 47.33 50 88
20049 Parks&Rec Planning Manager 127 37.07 38.93 40.89 42.93 45.08 47.33 50.88
20067 Senior Financial Analyst 127 37.07 38.93 40.89 42.93 45.08 47.33 50.88
20013 Senior Management Analyst 127 37.07 : 38.93 40.89 42.93 45.08 47.33 50.88
20015 Associate Planner 127 37.07 � 38.93 40.89 42.93 45.08 47.33 50.88
20055 Associate Transportation Planner 127 37.07 38.93 ' 40.89 42.93 . 45.08 47.33 50.88
20036 Project Administrator 127 37.07 38.93 40.89 42.93 45.08 47.33 50.88
. . . . . .
20019 Code Compliance Manager 127 37.07 38.93 40.89 . 42.93 45.08 47.33 50.88
20076 Parks Facilities Manager 127 37.07 38.93 40.89 42.93 45.08 47.33 50.88
20011 Building Inspector Manager 127 37.07 � 38.93 40.89 42.93 45.08 47.33 50.88
20038 Plan Check Manager 127 37.07 38.93 40.89 42.93 45.08 I 47.33 50.88
126 36.17 37.98 39.87 41.87 43.96 46.16 49.63
20018 Assistant En ineer 125 35.30 37.06 38.92 40.88 42.92 45.07 48.45
124 34.43 36.16 37.97 39.86 41.86 43.95 47.24
20020 Management Analyst II 123 33.59 35.28 37.04 38.90 40.84 42.88 46.09
20021 Assistant Planner 123 33.59 . 35.28 37.04 38.90 40.84 42.88 46.09
20073 Senior Plans Examiner 123 33.59 35.28 37.04 38.90 40.84 42.88 46.09
122 32.77 34.41 36.12 37.92 39.82 41.82 44.96
30092 G.I.S. Coordinator 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
30001 Senior Building Inspector 121 31.97 33.57 35.26 37.01 38.87 40 81 43.86
30063 Senior Code Compliance Officer 121 31.97 33.57 35.26 37.01 38.87 40.81 43 86
30046 Senior Public Works Inspector 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
30090 Senior Landscape Inspector 121 31.97 33.57 35.26 37.01 38.87 40 81 43.86
30082 Traffic Signal Specialist 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
8-12
CITY OF PALM DESERT Resolution 08-66
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS
Effective 7/01/08 -6/30/09
IIeW 5% 5% 5% 5% 5% 7.5%
POSITION CLASSIFICATION GRADE Ste 1 Ste 2 Ste 3 Ste 4 Ste 5 Ste 6 Ste 7
30002 Accountant II 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
30088 Project Coordinator 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
30061 Landscape Specialist 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
20022 Parks Maintenance Supervisor 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
. ;. . . . . .
30004 Plans Examiner 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
20023 Streets Maintenance Supervisor 121 31.97 33.57 35.26 37.01 38.87 40.81 43.86
20068 Human Resources Management Analyst 120 31.20 32.75 34.39 36.10 37.90 39.80 42.79
20058 Management Analyst I 120 31.20 32.75 34.39 36.10 37.90 39.80 42.79
30076 Public Works Inspector II 120 31.20 ' 32.75 34.39 36.10 37.90 39.80 42.79
30013 Sr. Engineering Technician � 120 31.20 32.75 34.39 36.10 37.90 39.80 42.79
119 30.43 31.95 33.55 35.23 36.98 38.83 41.74
30006 Public Works Inspector I 118 29.69 31.17 32.73 34.37 36 08 37.88 40.72
30011 Accountant I 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
30080 Accounting Technician II 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
30016 Engineering Technician II 118 29.69 31.17 32.73 34.37 36.08 . 37.88 40.72
30008 Building Inspector II 118 � 29.69 31.17 ; 32.73 34.37 36.08 37.88 . 40.72
.. . _. . _ . . . . .
30009 Building Permit Specialist II 118 29.69 31.17 ; 32.73 34.37 36.08 37.88 40.72
30087 Economic Development Technician II 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
30012 Code Compliance Officer II 118 29.69 31.17 32.73 34.37 36.08 37 88 40.72
30041 GIS Technician 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
30073 Information Systems Analyst 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
30075 Landscape Inspector II 118 29.69 . 31.17 32.73 34.37 36.08 37.88 40.72
30081 Traffic Signal Technician II 118 29.69 31.17 32.73 34.37 36.08 , 37.88 40.72
. . .. . .
30010 Planning Technician 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
30071 Public Art Coordinator 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
8-13
CITY OF PALM DESERT Resolution 08{�6
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS
Effective 7/01/08 - 6/30/09
fl@W 5% 5% 5% 5% 5% 7.5%
POSITION CLASSIFICATION GRADE Ste 1 Step 2 Ste 3 Ste 4 Ste 5 Ste 6 Ste 7
30044 Sr. Human Resources Technician 118 29.69 3i.17 32.73 34.37 36.08 37.88 40.72
30084 Deputy City Clerk 118 29.69 31.17 32.73 34.37 36.08 37.88 40.72
117 28.97 30.41 31.93 33.53 35.20 36.96 39.74
20044 Secretary to the Ciry Council 116 28.25 . 29.67 31.15 32.70 34.35 36.06 38.76
20024 Secretary to the Ciry Manager 116 28.25 29.67 31.15 32.70 34.35 36 06 38.76
20045 Secreta to the Executive Dir. 116 28.25 29.67 31.15 32.70 34.35 36.06 38.76
30068 Buisness License Tech II 116 28.25 29.67 ' 31.15 32.70 34.35 36.06 38.76
115 27.57 28.96 � 30.40 31.92 33.52 35.19 37.83
30091 Energy Project Technician 114 26.90 28.24 29.66 31.13 32.69 34.33 36.90
30015 Building Inspector I 114 26.90 28.24 29.66 31.13 32.69 34.33 36.90
30047 Economic Development Technician I 114 26.90 28.24 29.66 31.13 32.69 34.33 36 90
30014 Code Compliance Officer I 114 26.90 28.24 29.66 31.13 32.69 34 33 36.90
30085 GIS Technician-Entry Level 114 26.90 28.24 29.66 31.13 32.69 34.33 36.90
30056 Information Systems Technician 114 26.90 28.24 29.66 31.13 32.69 34.33 36.90
30045 Landscape Inspector I 114 26.90 28.24 29.66 31.13 32.69 34.33 36.90
20072 Building Maintenance Supervisor 114 26.90 28.24 29.66 31.13 32.69 34.33 36.90
30019 Accounting Technician I 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30072 Business License Technician 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30074 Housing Programs Technician 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30018 Human Resources Technician 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30025 Mechanic II 113 26.24 � 27.55 28.91 30.37 31.89 33.49 36.00
30077 Public Arts Technician 113 26.24 27.55 . 28.91 30.37 31.89 33.49 36.00
30059 RDA Finance Technician , 113 26.24 ; 27.55 28.91 30.37 31.89 33.49 36.00
. . . . .
30089 Recycling Technician 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30086 Building and Safery Technician 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
8-14
CITY OF PALM DESERT Resolution 08-66
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS
Effective 7/01/08 - 6/30/09
fleW 5% 5% 5% 5% 5% 7.5%
POSITION CLASSIFICATION GRADE Ste 1 Ste 2 Ste 3 Ste 4 Ste 5 Ste 6 Ste 7
30083 Capital Improvement Projects Techniciar 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30048 Records Technician 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30064 Code Compliiance Technician 113 26.24 � 27.55 28.91 30.37 31.89 33.49 36.00
30005 Engineering Technician I 113 26.24 27.55 28.91 30.37 31.89 33.49 36.00
30093 Parks Inspector 113 26.24 27.55 28.91 ' 30.37 31.89 . 33.49 36.00
30020 Administrative Secretary 113 26.24 27.55 28.91 ' 30.37 31.89 33.49 36.00
112 25.60 26.87 28.21 29.63 31.10 32 66 35.10
30023 Building Permit Specialist 111 24.99 26.24 27.55 28.91 30.37 31.89 34.27
30053 Equipment Operator II 111 24.99 ' 26.24 27.55 28.91 30.37 31.89 34.27
30021 Senior Maintenance Worker 111 24.99 26.24 27.55 28.91 30.37 31.89 34 27
110 � 24.37 25.60 26.87 28.21 29.63 31.10 33.45
30052 Equipment Operator I 109 23.78 24.98 26.22 27.53 28.89 30.35 32.62
108 23.19 24.35 ' 25.58 26.85 28.19 29.60 31.82
30026 Senior O�ce Assistant � 107 22.63 23.77 ' 24.96 26.21 ; 27.52 28.88 31.05
30029 Maintenance Worker II 106 22.06 23.17 ; 24.33 25.55 26.82 28.16 30.27
30027 Accounting Assistant II 106 22.06 23.17 24.33 25.55 26.82 28.16 30.27
30051 Receptionist 106 22.06 23.17 24.33 25.55 26.82 28.16 30.27
30028 Mechanic I 105 21.53 22.61 23.74 24.93 26.18 27.48 29.54
30031 Custodian II 104 21.01 22.06 23.17 24.33 25.55 26.82 28.83
30030 Office Assistant II 104 21.01 22.06 23.17 24.33 25.55 26.82 28.83
103 20.51 21.53 22.60 23.73 24.92 26.17 28.13
102 20.00 20.99 22.04 23.15 24.31 : 25.52 27.44
30036 Maintenance Worker I 101 19.51 20.49 21.52 22.59 23.72 24 91 26.78
30034 Custodian I 100 19.04 20.00 20.99 22.04 23.15 24.31 26.13
30035 Office Assistant I 100 19.04 20.00 20.99 22.04 23 15 24 31 26.13
8-15
CITY OF PALM DESERT
FISCAL YEAR 2008-2009
OUT OF STATE TRAVEL
Item 7
CITY OF PALM DESERT
FINANCE DEPARTMENT
STAFF REPORT
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: PAUL S. GIBSON, DIRECTOR OF FINANCE/CITY TREASURER
DATE: JUNE 26, 2008
SUBJECT: OUT OF STATE TRAVEL IN FY 2008-2009 BUDGET
The FY 2008/2009 budget includes out-of-state travel for the departments listed below. The trips are for
attendance at national conferences of professional organizations of which the City or department head
is a member.
_ _....... _ _._ _
� Department Organization Destination ' Attendee
. _ . __ _ _. _ _._ . ..
City Council Aspen Accord , Sweden MayoNCouncil
Aspen Accord ' Aspen, CO MayoNCouncil
International Conference of Las Vegas, NV Council
Shopping Centers
National League of Cities Conf. ! Washington, DC Council
National Parks & Rec. Association Kansas City, MO ' MayoNCouncil
Sisters Cities Intemational Annual Kansas City, MO MayoNCouncil
U.S. Conference of Mayors Washington, DC MayoNCouncil
: _. � _ _ , _ _ _ __
Communiry National League of Cities � Washington, DC S. Gilligan & P. Scully
Services
Nat'I League of Cities Congress Orlando, FL ' P. Scully
Americans for the Arts Public Art Seattle, WA AIPP Staff Member
NATOA (Cable) ' Atlanta, GA Frankie Riddle
, NRC (Nat'I Recycling Coalition) Pittsburgh, PA Frankie Riddle
NCDA (National Community Hollywood, FL Frankie Riddle
Development Association)
IPMA-HR Las Vegas, NV Lori Carney
Art of Food and Wine Chicago, IL Kristy Kneiding
CVA Pow Wow Miami, FL Kristy Kneiding
_ ___.._ _ ._ _ _
Staff Report
Out of State Travel in Fiscal Year 2008-2009 Budget
June 26, 2008
Page 2 of 3
__ _ _ _ _.._ __. _
Department Organization Destination Attendee
. _ . _ __ _ _ __ ; _ _ ,
Community MAGIC Gift Show Las Vegas, NV Donna Gomez
Services
Marketing/Public Relations New York, NY S. Gilligan & K. Kneiding
Website Consultation Phoenix, AZ f Kristy Kneiding
�_ _ _ _ __ _ ,_ _ _ _ _ __ ,
Development City/County Performance Conf. ' Las Vegas, NV ACM for Devel. Services
Services
ICMA (International City Richmond, VA ACM for Devel. Services
Managers' Association)
PCIH (Professional Conference of Tampa, FL Risk Manager
Industrial Hygiene)
RIMS (Risk & Insurance Orlando, FL Risk Manager
Manager's Association)
Facility Design School Kansas City, MO Parks 8� Recreation Mgr.,
Parks Commissioner 8
two (2) Council members
NRPA (National Recreation & ` Baltimore, MD Parks & Recreation Mgr.
Park Association) Congress & Parks Facilities Mgr.
; NRPA Aquatic Conference Dallas, TX Parks & Recreation Mgr.
_ __ : ._ __ _ _ _ :
Public Works APWA New Orleans, LA City Engineer, Engineering
Manager, Maintenance
Services Manager
ITE Technical Conference Phoenix, AZ Transportation Engineer
Autodesk University Las Vegas, NV Transportation Engineer,
Associate Engineer
California Land Surveyor's Assn Nevada City Surveyor
Fiber Optic Training � Seattle, WA Traffic Signal Specialist
WaterSmart Innovations Expo Las Vegas, NV Landscape Manager
CIP Technician
International Society of Reno, NV Landscape Manager
Arboriculture Western Chapter
Facility Design & Management : Kansas City, MO Public Works Director
_ _ . _ __ _._ . ____ ___ _
City Clerk IIMC Chicago, 1L City Clerk
_ : , __..__ . _.
Redevelopment ICSC Las Vegas, NV ACM, Econ. Dev. Mgr
' ULI Detroit, MI ACM, 2 staff members
_..__.. _..._._ _ _.._. _._. _...._ _ _
Staff Report
Out of State Travel in Fiscal Year 2008-2009 Budget
June 26, 2008
Page 3 of 3
. .___ _. _ . . _ __.. _ _ . __
Department Orpanization ' Destination Attendee
_ ._ : _
, Finance HUG Conference Las Vegas, NV Finance Dir. & IS Director
GIOA � Las Vegas, NV Dir. and Dep. Treasurer
' GFOA Fort Lauderdale, FL Finance Director
. __ . _.__ _ _ __ __ _ .__... _ _
Building & ICC (Annual Business Meeting) Minneapolis, MN . Director/Dep. Bldg Official
Safety
' International Code Conference New Orleans, LA Director/Dep. Bldg Official
IAPMO (Annual Business Mtg) Atlanta, GA Bldg Inspection Mgr
HUG Annual Conference Las Vegas, NV 2 Building & Safety Staff
: _ _
City Manager ICMA Annual Conference Richmond, VA City Manager, Asst to CM
Aspen Accord Sweden City Manager
:... _ . _ __ _ _
Community ICMA Annual Conference Richmond, VA Community Dev. Director
Development '
Recreation Facility Design 8� , Kansas City, MO Principal Planner
Maintenance School
National HTE Users Group Conf Las Vegas, NV Code Enforcement Tech.
_ _ _ _ _ __ __ _
Staff requests approval of the above-listed out-of-state travel as presented.
Submitted by: Approval:
aul S. Gibson, Finance Director Carlos L. Ortega, City Manager
PSG:nmo
CITY OF PALM DESERT
FISCAL YEAR 2008-2009
Item S
Palm Desert Redevelopment Agency/Palm Desert Housing Authority
WHITE PAPER
SUBMITTED BY: JANET M. MOORE, DIRECTOR OF HOUSING
DEPARTMENT: REDEVELOPMENT AGENCY/HOUSING DIVISION
SUBJECT: ADMINISTRATIVE PLAN FOR THE PALM DESERT HOUSING
AUTHORITY PERTAINING TO THE MANAGEMENT AND
OPERATION OF THE AFFORDABLE HOUSING RENTAL UNITS
DATE: MARCH 3, 2008
EXECUTIVE SUMMARY
The Administrative Plan ("Plan") memorializes the policies and procedures under which
the Palm Desert Housing Authority ("Authority") currently operates, for the
administration, management and operations of the affordable housing rental units in its
portfolio. The Plan includes policies such as affirmative marketing procedures, tenant
selection, waiting list procedures, eligibility, recertification requirements, leasing poiicies,
and grievance process.
The Authority is required by the Department of Housing and Urban Development (HUD)
to have an approved administrative or management plan that cover specific policies,
such as tenant selection, for select properties in its portfolio. in order to estabiish
policies and procedures that are consistent for the portfolio, staff compiled its existing
policies into an administrative plan for formal approval. The Plan will apply to properties
("Properties") identified in the Plan as well as properties that may be owned, operated,
restricted or otherwise controlled by the Agency or Authority from time to time.
BACKGROUND
The purpose of the Plan is to establish program guidelines, policies and procedures as
a framework for the management, rental, improvement, preservation, maintenance and
affordability of the Properties identified in the Plan as Exhibit A as well as properties that
may be owned, operated, restricted or otherwise controlled by the Agency or Authority
from time to time.
The Administrator of the Plan shall be the Authority regardless of funding source or
ownership of the Properties. The Executive Director of the Authority shall have the
authority to implement and administer the Plan in accordance with the terms therein as
well as the authorizations provided in the Authority Bylaws. In matters where the
G VdaUessica GonzalesU-IOUSING AUTHORITYIADM/NISTRATIVE PLAMWHITE PAPER-20081Administrative Plan-2008 White Paper Version lll.doc.r
White Paper
Page 2 of 3
March 3, 2008
Authority has discretion, clarifications of existing policy shall be determined by the
Executive Director or his designee.
The Authority is responsible for the day-to-day operations of the Properties and is
further authorized to do all acts necessary or appropriate in connection with the
operation, management, repairs and rehabilitation. Consequently, instituting and
maintaining the Plan as a means of communicating policies and procedures to very low,
low, and moderate-income households of the restricted units at the Properties, will
assist in promoting an affordable housing program pursuant to the Fair Housing Act as
well as the enforcement of the requirements thereof.
The Authority is required by HUD to have policies in place that cover specific
procedures, such as tenant selection, at select properties in the portfofio (due to funding
source requirements). Rather than to be property specific, staff recommends a
comprehensive compilation of policies and procedures applicable to all the Properties.
This is beneficial to the Authority by encouraging consistency amongst the entire
portfolio. As such, staff memorialized the Authority's existing policies under which it
currently operates to develop the Plan.
The Authority's policies are derived mainly from state law including fair housing law,
redevelopment law and regulations issued by the Department of Housing and
Community Development (HCD). As affordable housing program regulations and/or
local policy are revised, the Plan will be amended. In the absence of legal requirements
or HCD guidance, industry practice may lead to Authority policy.
The Authority's current management company, pursuant to their contract with the
Authority, must implement any management or administrative plan provided by the
Authority. Given that the Plan memorializes the existing policies, it is expected that
implementation will be seamless.
GOALS
To establish policies and procedures that are consistent with applicable law as well as
focal goals and objectives. To encourage, maintain and preserve the supply of
affordable housing in the City. To encourage, maintain and preserve the condition of the
Authority's affordable housing portfolio in the City as well as the compatibility amongst
the community.
MULTI-DEPARTMENTAL IMPACTS
The Plan is consistent with City policy and will be administered through the contracted
management company and should not impact other City Departments.
White Paper
Page 3 of 3
March 3, 2008
DEPARTMENTAL IMPACT
The Redevelopment Agency is tasked with increasing, improving and preserving the
supply of very low, low and moderate-income housing. The Plan will provide a
management and administrative framework in order to assist the Authority in that
endeavor.
FISCAL IMPACT
Approval of the Plan will have no fiscal impact.
RECOMMENDATION
Staff recommends that the Agency Board and Authority Board jointly approve and
accept the Palm Desert Housing Authority Administrative Plan as well as the authorities
provided herein for the purpose of the management and operation of the properties that
may be owned, operated, restricted or otherwise controlled by the Agency or Authority
from time to time.
Submitted by: Department Head:
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.an M. Moore Dave Yrigoyen '�
Director of Housing Director Redev � pmenUHousing
Approval:
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Justin arthy, ACM Redev ent Carlos L. Ortega, Executive Director
ATTACHMENTS
• Administrative Plan, including Exhibits A- F
• Sample Residential Lease and Addendums - "House Rules"
• Sample Household Income Certification Worksheet
• Agency/Authority Resolutions HA-22 adopting an Occupancy Standard
• Agency/Authority Resolutions HA-32 establishing a Rent Setting Policy
RESOLUTION NO.
A RESOLUTION OF THE PALM DESERT REDEVELOPMENT AGENCY
APPROVING THE ADMINISTRATIVE PLAN FOR THE PALM DESERT
HOUSING AUTHORITY PERTAINING TO THE MANAGEMENT AND
OPERATION OF THE AFFORDABLE HOUSING RENTAL UNITS
NOW, THEREFORE, THE PALM DESERT REDEVELOPMENT AGENCY HEREBY
FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. The Palm Desert Redevelopment Agency (the "Agency"), in cooperation
with the Palm Desert Housing Authority (the "Authority"), has established an affordable housing
rental program (the "Program") for very low, low and moderate income residential homeowners in
the City.
Section 2. The Agency wishes to memorialize the policies and procedures under
which the Authority currently operates, for the administration, management and operations of the
Program into an Administrative Plan (the "Plan") as attached hereto and incorporated herein by
this reference.
Section 3. The Administrator of the Plan shall be the Authority regardless of funding
source or ownership of the properties.
Section 4. The Agency hereby approves and accepts the Plan as well as the
authority provided herein for the purpose of the management and operation of the properties that
may be owned, operated, restricted or otherwise controlled by the Agency or Authority from time
to time.
Section 5. The Executive Director of the Authority shall have the authority to
implement and administer the Plan in accordance with the terms therein as well as the Authority
Bylaws so long as such action is not inconsistent with the intent hereof.
PASSED, APPROVED AND ADOPTED by the Palm Desert Redevelopment Agency, this
_day of_2008 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
Jean M. Benson, Chairman
ATTEST:
Rachelle D. Klassen, Secretary
RESOLUTION NO.
A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY
APPROVING THE ADMINISTRATIVE PLAN FOR THE PALM DESERT
HOUSING AUTHORITY PERTAINING TO THE MANAGEMENT AND
OPERATION OF THE AFFORDABLE HOUSING RENTAL UNITS
NOW, THEREFORE, THE PALM DESERT HOUSING AUTHORITY HEREBY FINDS,
DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. The Palm Desert Housing Authority (the "Authority"), in cooperation with
the Palm Desert Redevelopment Agency (the "Agency"), has established an affordable housing
rental program (the "Program") for very low, low and moderate income residential homeowners in
the City.
Section 2. The Authority wishes to memorialize the policies and procedures under
which the Authority currently operates, for the administration, management and operations of the
Program into an Administrative Plan (the "Plan") as attached hereto and incorporated herein by
this reference.
Section 3. The Administrator of the Plan shall be the Authority regardless of funding
source or ownership of the properties.
Section 4. The Authority herby approves and accepts the Plan as well as the
authority provided herein for the purpose of the management and operation of the properties that
may be owned, operated, restricted or otherwise controlled by the Agency or Authority from time
to time.
Section 5. The Executive Director of the Authority shall have the authority to
implement and administer the Plan in accordance with the terms therein as well as the Authority
Bylaws so long as such action is not inconsistent with the intent hereof.
PASSED, APPROVED AND ADOPTED by the Palm Desert Housing Authority, this _
day of_2008 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAI N:
Jean M. Benson, Chairman
ATTEST:
Rachelle D. Klassen, Secretary
PALM DESERT REDEVELOPMENT AGENCY-- PALM DESERT HOUSINC
AUTHORITY
ADMINISTRATIVE PLAN
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ADMINISTRATIVE POLICIES AND PROCEDURES
of the
PALM DESERT HOUSING AUTHORITY
for the Management and Operation of its
AFFORDABLE HOUSING RENTAL UNITS
73-510 rred Waring llri��e
I'alm l�esert, Cl-1 922G0
Phonc: (7G0) 34G-0C 11
}�ax: (7G0) 341-G372
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6/2/2008 11:05 AM
TABLE OF CONTENTS
ABOUTTHE AUTHORITY.....................................................................................................................1
1.0 DEFINITIONS............................................................................................................................2
2.0 ABOUT THE PLAN....................................................................................................................8
2.1 PURPOSE OF PLAN..........................................................................................................8
2.2 APPLICABILITY OF PLAN ................................................................................................8
2.3 ADMINISTRATOR OF THE PLAN.....................................................................................8
2.4 FISCAL RESPONSIBILITIES.............................................................................................8
2.5 EQUAL OPPORTUNITY ....................................................................................................8
2.6 PROPERTIES.....................................................................................................................9
3.0 TENANT SELECTION AND WAITING LIST PROCEDURES................................................10
3.1 WAITING LIST INTEREST REGISTRATION FORM .....................................................10
3.2 ESTABLISHMENT OF WAITING LISTS.........................................................................10
3.3 ELIGIBILITY FOR WAITING LIST ..................................................................................10
3.4 PLACEMENT ON THE WAITING LIST...........................................................................10
3.5 NOTIFICATION OF AVAILABLE UNIT...........................................................................10
3.6 NOTIFICATION BY WAIT LIST ELIGIBLE HOUSEHOLD OF INCOME OR
HOUSEHOLD CHANGES...............................................................................................11
3.7 WAITING LIST MAINTENANCE AND NOTIFICATION OF CONTINUED
INTEREST.......................................................................................................................11
3.8 ALL UNITS ARE AFFORDABLE.....................................................................................11
3.9 PREFERENCES..............................................................................................................11
3.10 SELECTION FROM THE WAIT LIST UPON UNIT AVAILABILITY................................11
3.10.1 Property Income Composition and Income by UnitAllocation.........................12
3.10.2 Unit Under/Over Utilization...............................................................................12
3.10.3 Offer and Acceptance of a Restricted Unit.......................................................12
3.10.4 Unit Availability and Transfers..........................................................................12
3.10.4a Emergency Transfer..........................................................................................12
3.10.4b Disabled Person Accommodation.....................................................................13
3.10.4c Required Transfer..............................................................................................13
3.10.4d Medical Transfer................................................................................................13
3.10.4e Requested Transfers.........................................................................................13
3.11 Conflicts Prohibited..........................................................................................................13
4.0 APPLICATIONS AND HOUSEHOLD QUALIFICATION.........................................................14
4.1 APPLICATION.................................................................................................................14
4.1.1 Contact Information...........................................................................................14
4.1.2 Income ..............................................................................................................14
4.1.3 Assets ...............................................................................................................14
4.1.4 Affordable Requirements..................................................................................14
4.1.5 Applicant Lease Requirements.........................................................................14
4.1.6 Identification......................................................................................................14
4.1.7 ConsenWerification Forms ..............................................................................14
4.1.8 Application Fee.................................................................................................14
4.1.9 Other Information..............................................................................................14
4.2 APPLICANT LEASE REQUIREMENTS..........................................................................15
4.2.1 Age Requirements............................................................................................15
4.2.2 Income History/Verification...............................................................................15
4.2.3 Self-Employment...............................................................................................15
4.2.4 Lease Income Requirement..............................................................................15
6/2/2008 71:04 AM �
4.2.5 Rental History ...................................................................................................15
4.2.6 Credit Requirements.........................................................................................15
4.2.7 Criminal Background.........................................................................................15
4.3 AFFORD QUALIFICATION REQUIREMENTS...............................................................15
4.3.1 Household Income Criteria...............................................................................15
4.3.2 No Ownership in Real Property or Mobilehomes.............................................16
4.3.3 Certification and Recertification of Eligibility.....................................................16
4.3.4 Proof of Income.................................................................................................16
4.3.5 Changes in Income...........................................................................................16
4.3.6 Primary Residence Requirement......................................................................16
4.3.7 Other Housing Assistance................................................................................16
4.4 CREDIT CHECKS, BACKGROUND CHECKS, AND DOCUMENTATION
VERIFICATIONS.............................................................................................................16
4.4.1 Application Certifications and Verifications ......................................................16
4.4.1a Authorization for Release of Information Form.................................................16
4.4.1 b Application and/or Tenant Income Certification................................................16
4.4.1c Eligibility Requirements ....................................................................................16
4.4.1 d ApplicanUResident Certification........................................................................16
4.4.1 e Residence History/Verification Form................................................................17
4.4.1f Verification of Non-Receipt of Child Support....................................................17
4.4.1g Verification of Alimony/Family Support.............................................................17
4.4.1 h Other Certification or Verification......................................................................17
4.42 Credit Reports/Background Checks.................................................................17
4.5 ADDITIONAL DOCUMENT SUBMITTAL .......................................................................18
4.6 APPLICATION ACCURACY...........................................................................................18
4.7 APPLICATION APPROVAL/DENIAL..............................................................................18
5.0 LEASING POLICIES AND PROCEDURES............................................................................19
5.1 RESIDENTIAL LEASE AND ADDENDUMS...................................................................19
5.2 LEASE DEPOSITS..........................................................................................................20
5.3 LEASE PAYMENTS AND LATE CHARGES..................................................................20
5.4 LEASE AMENDMENTS..................................................................................................21
5.5 LEASE MODIFICATIONS...............................................................................................21
5.6 PRE-OCCUPANCY INSPECTION..................................................................................21
5.7 RENTAL RATES .............................................................................................................21
5.7.1 Setting Rental Rates.........................................................................................21
5.7.2 Rental Rents Based on Standard Occupancy..................................................21
5.7.3 Household Rent................................................................................................21
5.8 MAINTENANCE AND ENTRY TO RESTRICTED UNITS..............................................21
5.9 LEASE RENEWALS........................................................................................................22
5.10 NO SUBLETTING............................................................................................................22
5.11 LIVE-IN AIDES................................................................................................................22
5.12 PETS ..........................................................................................................................22
6.0 RECERTIFICATION REQUIREMENTS..................................................................................23
6.1 REQUIRED ANNUAL RECERTIFICATION....................................................................23
6.1.1 Recertification Appointments............................................................................23
6.1.2 Recertification Documentation..........................................................................23
6.1.3 Annual Recertification Confirmation as a Qualified Household .......................24
6.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION ................................................24
6.2.1 Changes in Household Size .............................................................................24
6.2.2 Change of Household Income..........................................................................24
6.3 TEMPORARY RECERTIFICATION................................................................................24
6.4 ANNUAL INSPECTIONS ................................................................................................24
6.5 FALSE STATEMENTSAND WILLFUL OMISSIONS.....................................................24
6/2/2008 11:04 AM 2
7.0 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES....................................25
7.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION...................................25
7.1.1 End of Lease Term ...........................................................................................25
7.1.2 During a Lease Term........................................................................................25
7.1.3 Notices to Vacate for Termination of Tenancies Other than by Eviction .........25
7.1.3a Tenant Notices to Vacate .................................................................................25
7.1.3b Management Notices to Vacate .......................................................................25
7.1.4 Move-out Procedures .......................................................................................25
7.1.4a Notice of Option to Request an Initial Inspection .............................................25
7.1.4b Scheduling the Initial Move-out Inspection.......................................................26
7.1.4c Opting Out of a Pre-Inspection.........................................................................26
7.1.4d Inspection Exceptions.......................................................................................26
7.1.4e Inspection Findings...........................................................................................26
7.1.4f Finallnspection.................................................................................................26
7.1.5 Maintenance and Repairs Necessary Due to Impending Move-out.................26
7.2 TERMINATION OF TENANCY THROUGH TO EVICTION............................................26
7.2.1 Reasons for Eviction.........................................................................................26
7.2.1 a Violations of the Lease .....................................................................................26
7.2.1 b Non-Payment of Rent.......................................................................................27
7.2.1c Misrepresentation of Eligibility Under the Plan.................................................27
7.2.2 Eviction Process ...............................................................................................27
7.2.2a Eviction Notice..................................................................................................27
7.2.2b Verification of Occupancy.................................................................................27
7.2.2c Unlawful Detainer..............................................................................................27
7.3 REFUND OF SECURITY DEPOSIT...............................................................................27
7.3.1 Notification of Itemized Security Deposit Disposition.......................................27
7.3.2 TenanYs Entitlement to Security Deposit .........................................................27
8.0 GRIEVANCE PROCESS.........................................................................................................28
8.1 GRIEVANCE APPLICABLITY.........................................................................................28
8.2 GRIEVANCES.................................................................................................................28
8.2.1 Informal Grievance............................................................................................28
8.2.2 Informal Hearing ...............................................................................................28
8.2.2 Unresolved Grievances ....................................................................................29
EXHIBITS
EXHIBITA ..........................................................................................................................30
EXHIBITB ..........................................................................................................................31
EXHIBITC ..........................................................................................................................33
EXHIBITD ..........................................................................................................................34
EXHIBITE ..........................................................................................................................37
EXHIBITF ..........................................................................................................................38
6/2/2008 11:04 AM J
ABOUT THE AUTHORITY
"The mission of the Palm Desert Housing Authority is to serve the citizens of Palm
Desert by providing decent, safe, sanitary, and affordable housing to qualifying
households whose incomes are very low to moderate including public-private
partnerships."
The Palm Desert Housing Authoriry (Authority) was established in December of 1997 to operate
certain affordable rental properties located in Palm Desert that the Palm Desert Redevelopment
Agency (Agency) acquired from the Riverside County Housing Authority (RCHA). Prior to the
Agency's acquisition, the RCHA owned and operated the 725 affordable units for Palm Desert. The
Authoriry now operates over 1,000 affordable rental units that are owned by the Agency. The
income levels range from very low (20% of the Area Median Income)to moderate (up to 120% of the
Area Median Income) with rents ranging from $120 to $990. The City Council members were
appointed as commissioners to the Authority Board. The Authority Board created and established a
Housing Commission comprised of inembers of the community to review and advise on matters to
come before the Authoriry Board.
Palm Desert's commitment to provide affordable housing is evidenced by the blend of for-sale
single-family homes, senior, and multi-family rental units that comprise its portfolio. Palm Desert
continues to be a leader among the desert communities in the development of affordable housing
and utilizes a number of funding sources including tax-exempt bonds, 20 percent tax increment set-
aside, housing mitigation funds and net operating income from the Authority Properties.
In addition to the affordable units owned by the Agency, both the Ciry of Palm Desert (City) and the
Agency have provided incentives in various forms, such as land donations, down payment
assistance, silent deeds of trust, density bonuses, and loans to developers that dedicate units as
affordable. Currently there are over 600 units provided by developers or non-profit organizations
using one of these incentives.
The Authoriry also works hand in hand with the City toward sustaining the goals and policies
contained in the City's approved Housing Element:
Goal 1: A variety of housing rypes that meet all the needs of all income groups within the
City.
Goal 2: The preservation and maintenance of the supply of high quality affordable housing
in the City.
Palm Desert's affordable housing programs are successful in part because of the solid foundation of
policies, procedures and regulatory provisions that have been established. Our rental properties as
well as our for-sale housing programs have guidelines that provide for all residents to be treated
fairly under fair housing laws, and equitably based on income and family size. The rental properties,
through a coordinated effort with staff, are managed by a contracted professional property
management company in accordance with this Administrative Plan.
The policies, guidelines and standards set forth in this Administrative Plan shall apply to rental
properties owned, operated or controlled by the Authoriry and the Agency, and are intended to
encourage, maintain and preserve the supply of affordable housing in the City, the condition of
affordable housing in the City, and the level of compatibility within the community that is expected by
the Ciry Council, Agency Board and the Authority Board.
NOTICE: This Plan is intended to establish policies where the Authority/Agency has discretion under the applicable law.
This Plan does not purport to change any of the requirements of Federal or State Law. In the event any
discrepancy between this Plan and applicable law,the law will prevail.
6/2/2008 11 04 AM �
Administrative Plan Section 1 Definitions
Section 1. DEFINITIONS
Capitalized terms used herein shall have the following meanings unless the context in which
they are used clearly requires otherwise. Code Sections or statutes that are referenced herein
may be amended from time to time and shall be subject to the then current law unless stated
otherwise.
Adiusted for Family Size —shall mean a standardized household size for the purposes of renting
units appropriate for family size pursuant to Health and Safety Code Section 50052.5,
which is one person in the case of a studio unit, two persons in the case of a one-
bedroom unit, three persons in the case of a two-bedroom unit, four persons in the case
of a three-bedroom unit, and five persons in the case of a four-bedroom unit.
Affordable Housinq Cost— shall mean a housing cost, as defined by Title 25 CCR Section 6920,
which is calculated pursuant to California Health and Safety Code Section 50052.5, as
such regulations may be amended from time to time.
Aqency—shall mean the Palm Desert Redevelopment Agency.
AMI — shall mean the Area Median Income for Riverside-San Bernardino Metropolitan Statistical
Area (SMSA), as determined and published annually by the United States Department of
Housing and Urban Development ("HUD"), pursuant to California Health and Safety
Code Section 50093, and the regulations promulgated thereunder, or if such agency
shall cease to pubiish such an index, then any comparable index published by any other
federal or state agency which is approved by the Agency. The AMI shall be adjusted for
family size in accordance with state regulations adopted pursuant to California Health
and Safety Code Section 50052.5, as amended from time to time.
Applicant — shall mean a person or household that desires to apply for tenancy at an
Agency/Authority Property. See also: Interested Household, Wait List Eligible
Household, and Qualified Household.
Assets —see Household Assets.
Authoritv— shall mean the Palm Desert Housing Authority.
Authoritv Board — shall mean the five members who serve on the Palm Desert City Council,
which is the governing body for the Authority.
Caretaker—see Live-in Aide.
CCR—shall mean the California Code of Regulations.
Child — see Minor.
Child Care Exqenses — shall mean a reasonable amount paid by the household for the care of
minors under 13 years of age where such care is necessary to enable a family member
to be employed.
C�— shall mean the City of Palm Desert.
Management and Operations— Rental Units Effective 7-1-08
2
Administrative Plan Section 1 Definitions
City Manaqer—shall mean the City Manager for the City of Palm Desert.
County— shall mean the County of Riverside, California.
Disabilitv — shall mean a physical or mental impairment that substantially limits one or more of
the major life activities; a record of such impairment; or being regarded as having such
an impairment, as such terms are defined by, and interpreted in accordance with, the
Americans with Disabilities Act.
Disability Proqram Particiqant — shall mean a household member who has been determined by
the Commissioner of Social Security to be unable to engage in any substantial gainful
activity by reason of any medically determinable physical or mental impairment that has
lasted or can be expected to last for a continuous period of not less than 12 months or
as more particularly defined under Section 223 of the Social Security Act.
Elderly Household — shall mean a Household that consists of one or two persons, one of which
is over the age of 55, or otherwise is qualified in accordance with California Civil Code
Section 51.11.
Exceptional medical or other expenses — shall mean medical expenses, and/or unusual
expenses, as defined in this section, which exceed twenty-five percent (25%) of the
gross annual income.
Executive Director — shall mean the Executive Director of the Palm Desert Redevelopment
Agency and the Palm Desert Housing Authority.
Family — shall also mean `Household' within the Plan unless otherwise stated. See also
Household.
Grievance — A tenanYs or applicanYs right to seek review of a decision from an impartial panel
concerning managemenYs action or failure to act in accordance with the individual
tenanYs lease or the Authority's policy and procedures herein described that adversely
affect the individual's rights, duties, welfare, or status.
HCD — shall mean the Department of Housing and Community Development for the State of
California.
HOME funds — shall mean monies allocated under a block grant funding program made
available through HUD through allocations and reallocations, to strengthen public-private
partnerships and to expand the supply of decent, safe, sanitary and affordable housing
with target emphasis on very low-income and low-income families in accordance with the
HOME Investment Partnerships Program Final Rule - 24 CFR Part 92.
Household — shall mean one or more persons intending to occupy or occupying the same
restricted unit, as more particularly described in the Authority's Resolution No. 22.
Household shall also mean `Family' within the Plan unless otherwise stated.
Household Assets — shall mean those assets defined under Title 25 CCR Section 6914
includable as monthly income as prescribed therein.
HUD — shall mean the U.S. Department of Housing and Urban Development.
Management and Operations—Rental Units Effective 7-1-08
3
Administrative Plan Section 1 Definitions
Income — shall mean income that a person or household has received or is expected to receive
as more particularly categorized and described below:
Annual Income—The anticipated total annual income of a household from all sources for
the 12-month period following the date of determination of income, computed in
accordance with Title 25.
Household Income — shall mean the total of all income received by a household which is
included under Title 25 CCR Section 6914 less deductions and exemptions
specified therein.
Gross Income — shall have the meaning ascribed to such term in Title 25 CCR
Section 6914, as such regulations may be amended from time to time.
Maximum Household Income — shall mean the household income calculated based on
family size that may be equal to but does not exceed 120 percent of AMI.
Household incomes exceeding 120 percent will not be eligible for the Agency's or
Authority's programs.
Net Income — For the purpose of determining affordable housing cost or affordable rent,
"net income" shall be computed as follows: the annual gross income less $300
for each minor and medical expenses which exceed 3 percent of the annual
gross income and unusual expenses, all divided by 12.
For the purposes of this Plan, "Income" shall not include the income of Live-In Aides.
Income bv Unit Allocation — shall mean the allocation provided by the Authority to the property
manager for the purposes of blending the qualified household and tenant incomes
among the properties.
Income Cateqory — shall mean the average income percentages within each income level. In
the case of Very Low Income shall include household incomes from 20 percent up to 50
percent in ihe following categories: 20, 25, 30, 35, 40, 45 up to 50 percent; in the case of
Low Income shall include household incomes from 51 percent up to 80 percent in the
following categories: 55, 60, 65, 70, 75, 80; and in the case of Moderate Income shall
include household incomes from 81 percent up to 120 percent as one category.
Income Level — shall mean a household determined by income to be either very low, low or
moderate income pursuant to the definitions prescribed herein.
Interested Households — shall mean a person or household that desires to apply for tenancy at
a Property that contains restricted units. See also: Applicant.
Jurisdiction — shall mean the legal jurisdiction of the Authority, which is the city limits of Palm
Desert.
Live-in Aide — shall mean a person who resides with one or more elderly persons or persons
with disabilities, who is not a relative or spouse of any person in the household, and has
been determined by the Authority that the supportive services to be provided are
essential to the care and well-being of such elderly person or person with disabilities.
Low Income Household — shall mean persons and families meeting the income qualification
limits set forth in California Health and Safety Code Section 50079.5 and Title 25 of the
California Code of Regulations Section 6910, et seq., as the case or context may
require, as such statutes and regulations may be amended from time to time.
Management and Operations—Rental Units Effective 7-1-08
4
Administrative Plan Section 1 Definitions
Manaqer- shall mean the contracted property management company for the Authority.
Medical Expenses - shall mean those medical expenses not included as extraordinary or
unusual expenses, which are to be anticipated during the 12-month period for which the
gross income is computed, and which are not covered by insurance (however, premiums
for such insurance may be included as medical expenses). Medical expenses defined
herein shall be deducted for qualified disabled persons and elderly households only.
Minor - shall mean a member of the household other than the head of household or spouse,
who is under 18 years of age.
Moderate Income Household - shall mean persons and families meeting the income
qualification limits set forth in California Health and Safety Code Section 50093 and Title
25 of the California Code of Regulations Section 6910, et seq., as the case or context
may require, as such statutes and regulations may be amended from time to time.
Notice of Denial - shall mean the notice provided to the household when it is ineligible, not
qualified or is no longer qualified.
Plan - shall mean this Administrative Plan (also referred to as The Plan).
Public Housinq Aqencv- shall mean any State, County, municipal or other government entity or
public body (or agency or instrumentality thereof) that is authorized to engage in or
assist in the development or operation of housing for very low, low, or moderate income
households.
Qualified Household - A person or household whose total household income does not exceed
the limits established by the Plan and who have provided documentation as required
herein to demonstrate he, she or it is qualified to occupy a restricted unit.
RCHA-shall mean Riverside County Housing Authority.
Property - shall mean a multi-family or senior residential apartment complex, or any part
thereof, that is owned, operated or controlled by the Agency or Authority, including but
not limited to those properties listed in Exhibit A.
Propertv Manaqer - The manager assigned by the Manager for day-to-day operations for a
specific affordable residential property.
Rent - shall mean the amount charged as a fee for occupancy for a particular restricted unit
pursuant to Resolution HA-32 and categorized below:
Affordable Rent- shall mean rent calculated in accordance with Health and Safety Code
Section 50053 for a very low, low or moderate-income household. Affordable rent
shall include a reasonable allowance for utilities.
Maximum Rent- shall mean the maximum rental rate set for a particular type of unit at a
specific Property, without regard to utility allowance, based on a bi-annual market
survey. Such rate shall be adjusted in the non-surveyed year by the AMI
Management and Operations- Rental Units Effective 7-1-08
5
Administrative Plan Section 1 Definitions
percentage change as more particularly described in Resolution No. 32 adopted
August 24, 2006 or any amendments thereto.
Tenant Rent — Tenant Rent is the total monthly tenant payment to the Authority as
determined by certification, recertification, or outside assistance. Tenant Rent
may or may not be the total paid as Unit Rent for a particular unit.
Unit Rent— shall mean the total rent charged for a particular Agency or Authority owned,
operated or controlled unit, including those amounts accepted from a third party
for the purposes of rental assistance or housing expense.
Rent Burdened — shall mean a household that is paying more than thirty (30%) percent of
household income for rent and utilities.
Restricted units —shall mean an affordable housing unit that is owned, operated or controlled by
the Agency or Authority.
Senior— shall mean a person who is at least 55 years of age or older.
Tenant — shall mean a person or household that has signed a residential lease to occupy or is
currently occupying a restricted unit.
Title 25 — shall mean Title 25 of the California Code of Regulations Section 6910, et seq., as it
pertains to income and household size for households whose income is very low, low or
moderate, as may be amended from time to time.
Unusual expenses — shall mean amounts paid by the household for the care of minors under 13
years of age or for the care of disabled or handicapped family household members, but
only where such care is necessary to enable a family member to be gainfully employed,
and the amount allowable as unusual expenses shall not exceed the amount of income
from such employment.
Utilities — shall include electricity, gas, other heating (hot water heat), refrigeration and cooking
fuels not paid by the Agency or Authority. Utilities may include water, trash and sewer if
not paid by the Agency or Authority. Telephone, Cable, Digital Services and Internet
Connection costs are not included as utilities.
Utility Allowance — The amount equal to the estimate established by the RCHA under Part 965
of the Code of Federal Regulations of the monthly cost of a reasonable consumption of
such utilities and other services for the unit by an energy-conservative household
consistent with the requirements of a safe, sanitary, and healthful living environment
applicable for each unit type and equipment. See Exhibit C.
Veteran —A person who has served in the active military or naval service of the United States at
any time and who shall have been discharged or released there from under conditions
other than dishonorable.
Venr Low Income Household — shall mean persons and families meeting the income
qualification limits set forth in California Health and Safety Code Section 50105 and Title
25 of the California Code of Regulations Section 6910, et seq., as the case or context
Management and Operations— Rental Units Effective 7-1-08
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Administrative Plan Section 1 Definitions
may require, as such statutes and regulations may be amended from time to time;
provided, however, that such income is at least 20 percent of AMI.
Wait List Eliqible Households - shall mean persons and families who have provided the
documentation and/or information required demonstrating that they meet the minimum
eligibility requirements to be placed on a waiting list. (See Section 3.3)
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7
Administrative Plan Section 2 About The Plan
Section 2. ABOUT THE PLAN
Section 2.1 PURPOSE OF THE PLAN. The purpose of the Administrative Plan (the
Plan) is to establish program guidelines, policies and procedures as they pertain to
Agency/Authority owned, operated or controlled properties. This plan serves as the
management plan for the rental, improvement, preservation, maintenance and affordability of
Agency/Authority restricted units.
Section 2.2 APPLICABILITY OF THE PLAN. The Plan shall apply to all members of
interested households, wait list eligible households, qualified households, applicants and
tenants applying for or residing in properties identified in Exhibit "A" and any others that may be
controlled by the Agency or Authority from time to time. Unless otherwise specified in the
Federal or State funding guidelines, the processes outlined herein shall also apply to the
tenants occupying an Authority unit who receive Federal or State funding either directly or
indirectly. Federal and State laws shall prevail in the event the policies and processes set forth
herein are inconsistent with any existing or enacted applicable law.
Section 2.3 ADMINISTRATOR OF THE PLAN. The administrator of the Plan shall be
the Palm Desert Housing Authority regardless of funding source or ownership of the restricted
units. The Executive Director of the Authority shall have the authority to implement and
administer the Plan in accordance with the terms herein. In matters where the Authority has
discretion, waivers of existing policy shall be determined by the Executive Director or his or her
designee. It is understood that references to either the Agency or the Authority in the Plan shall
mean both entities unless clearly stated otherwise.
Section 2.4 FISCAL RESPONSIBILITIES. Before the beginning of each fiscal year or
as soon as possible after an acquisition of property, the Authority Board will adopt the property
budget. The budget will include a projection of revenue and all expenditures including
professional property management fees prior to being expended. A written request to the
Finance Director of the City will be required to `carry over' and unused capital and replacement
expense budget amounts from a prior year. The Authority will follow procurement procedures in
accordance with applicable law.
Section 2.5 EQUAL OPPORTUNITY. It is the policy of the Agency, the Authority and
iYs agents to comply fully with all federal, state, and local anti-discrimination laws, including but
not limited to Title VI of the Civil Rights Act of 1964; Title VIII and Section 3 of the Civil Rights
Act of 1968 (as amended by the Community Development Act of 1974); Executive Order 11063
as strengthened by Congress in 1992; the Fair Housing Act of 1968, as amended; the Age
Discrimination Act of 1975; the Americans with Disabilities Act (ADA) of 1990; and the U.S.
Department of Housing and Urban Development regulations governing fair housing and equal
opportunity; and any legislation protecting the individual rights of residents, applicants or staff
which may be subsequently enacted.
It is the Authority's policy to post required notices in conspicuous, public locations
throughout the property as required by such notice.
It is the Authority's policy to ensure meaningful access to limited English proficient (LEP)
persons. The Authority may translate certain documents related to the Plan as well as those
required by law to assist persons with LEP. Notwithstanding this provision, the English version
of all documents signed by the tenant will govern. Reasonable, necessary steps will be
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Administrative Plan Section 2 About The Plan
established by the Manager in order to make certain that no eligible person has their assistance
denied, decreased or terminated simply because they face challenges communicating in
English.
Section 2.6 PROPERTIES. Properties include those properties currently operated by
the Authority, listed in Exhibit "A" as well as any property or development that comes under the
direction, control or is acquired by the Agency or Authority. Each of the properties has its own
design, decor, personality and sense of community. Each of the properties may from time to
time have resident programs or outside services including coin operated laundry facilities, health
screenings, low cost immunizations, or licensed childcare facilities. Services vary by location
and are provided by an outside service provider qualified to offer such services and are not
contracted for by the Authority or the Manager. Information on these outside services may be
obtained from the Manager. Those properties designated as senior serve only elderly
households. All other properties operated by the Authority are to be open and made available
to all qualified households.
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Administrative Plan Section 3 Tenant Selection Waiting List Procedures
Section 3. TENANT SELECTION AND WAITING LIST PROCEDURES
The Authority has found that demands for its affordable rental housing exceed supply. In order
to identify households that have interest in restricted units, waiting lists will be established for
each property as herein described. Wait List Eligible Households will be assigned a position on
the waiting list by income category and household size.
Section 3.1 WAITING LIST INTEREST REGISTRATION FORM. All Interested
Households must complete an interest registration form referred to as a "Guest Card". The
purpose of the form is to allow the Authority to determine placement on the waiting list based on
the information provided by the Interested Household. Interest registration forms will be
accepted by phone, by mail, by physical delivery to the individual property management office.
Section 3.2 ESTABLISHMENT OF WAITING LISTS. Waiting lists will be maintained
for each property for each Income Category at or below 120% of the County median. Waiting
lists for transfers will also be maintained for each property in accordance with this Section 3.
Section 3.3 ELIGIBILITY FOR WAITING LIST. In order for an Interested Household
to become a Wait List Eligible Household and be placed on the waiting list, the Interested
Household must meet income eligibility requirements based on the AMI for Riverside County.
The Interested Household will also be required to meet additional permissible criteria
established by the Authority pursuant to Title 25 that include but are not limited to the following:
Section 3.3.1 Must provide income and assets for all household members over
the age of 18 (except for Live-In Aides), which in aggregate does not exceed Maximum
Household Income.
Section 3.3.2 Must provide names and ages of all household members.
Section 3.3.3 Must disclose any allowable preferences at time of interest.
Section 3.3.4 Current address and contact information.
Section 3.4 PLACEMENT ON THE WAITING LIST. All Wait List Eligible Households
will be placed on the appropriate affordable waiting list according to allowable preferences,
current income, and in the date/time order in which applications are received. Wait List Eligible
Households must update the information provided to the manager as necessary during the wait
list period in order to remain a Wait List Eligible Household.
Section 3.5 NOTIFICATION OF AVAILABLE UNIT. Once the Manager identifies a
restricted unit that will become available, Wait List Eligible Households will be notified by U.S.
mail and upon request, telephone and will be given 10 days from the date of mailing of notice
to respond to the Manager. Wait List Eligible Households will be notified by telephone (as a
courtesy) if only a telephone number is provided. Failure of the Wait List Eligible Household
to respond within the above time frame above will result in removal from the waiting list. In
accordance with this Section, it is the Wait List Eligible Household's responsibility to keep the
waiting list information current at all times. In the event contact is not possible due to insufficient
or out of date information on file, the Wait List Eligible Household will no longer be deemed
`eligible' and will be removed from the waiting list without further notice.
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Administrative Plan Section 3 Tenant Selection Waiting List Procedures
Section 3.6 NOTIFICATION BY WAIT LIST ELIGIBLE HOUSEHOLD OF INCOME
OR HOUSEHOLD CHANGES. During the wait list period, any changes to the information
provided by the Wait List Eligible Household must be provided to the property manager of the
individual property to ensure its placement on the waiting list under the correct income category.
At the time the updated information is provided, if the revised household income changes the
income category for the Wait List Eligible Household but remains under 120% of the AMI, the
household will remain `eligible' but will be placed at the `bottom' of the new income category list
and notified of the change.
Section 3.7 WAITING LIST MAINTENANCE AND NOTIFICATION OF CONTINUED
INTEREST. Applicants on the waiting list shall confirm every two years that all information is
current and timely. The Wait List Eligible Household must notify the individual property
management office within 10 calendar days (but not more than 60 calendar days) prior to the
two-year anniversary of placement on the list, that the household wishes to remain on the list
(continued interest). Failure to notify the property management office within the time frame will
result in removal from the waiting list. The Wait List Eligible Households will not be removed
from waiting list unless: the household has been on the waiting list for two years and has not
declared its continued interest in the program; the household fails to respond to a written
request for information; the household fails to keep the information current making contact by
the property management office not possible; the household misses a scheduled appointment
without prior notification to reschedule; the household requests in writing that the household's
name be removed; the household's income or family size has exceeded the limits of the
program; or any information or documentation that deems a Wait List Eligible Household to be
ineligible (includes the lack of documentation proving eligibility).
Section 3.8 ALL UNITS ARE AFFORDABLE. No units owned or operated by the
Agency or Authority will be intentionally rented to families above moderate income as defined
herein. In the event units are no longer required to be affordable, then the units that are
identified as above moderate income, will be rented on a first come, first served basis
regardless of income and family size, at the maximum rent as established by the Authority
Resolution No. HA 32. Policies of the Plan apply to all tenants regardless of income or family
size.
Section 3.9 PREFERENCES. Each Wait List Eligible Household will be placed on the
applicable affordable waiting list according to allowable preferences. Such preferences must be
disclosed at such time as the Interested Household has completed the interest registration form
or upon eligibility for said preference, whichever occurs first.
Section 3.10 SELECTION FROM THE WAIT LIST UPON UNIT AVAILABILITY.
Notwithstanding Section 3.10.4 herein, when a vacancy occurs, a Wait List Eligible Household
will be selected to apply as an Applicant for tenancy in the following manner: first from the
appropriate income waiting list that satisfies the property's Income by Unit Allocation, then by
household size appropriate for the unit in accordance with Authority Resolution HA-22.
The household income of an Applicant at the time a restricted unit becomes available
will be used to determine the appropriate income category for the Applicant. If at the time a
restricted unit becomes available, the Applicant's income is different than the waiting list income
category they are selected from, they will be returned to a `Wait List Eligible Household' status
and placed on the appropriate income category waiting list in accordance with the waiting list
procedures. The household will be placed at the 'bottom' of the new income category list and
notified of the change.
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Administrative Plan Section 3 Tenant Selection Waiting List Procedures
If there are no Wait List Eligible Households in the appropriate income category, the next
Wait List Eligible Household will be selected from the next lower income category.
Upon being selected to apply for tenancy the Applicant will then be required to complete
the application process to determine whether they are a Qualified Household under the Plan
as more particularly described in Section 4 and 5.
Section 3.10.1 Propertv Income Composition and Income bv Unit Allocation.
From time to time the Authority may modify the tenant income composition of the
property so as to not concentrate a higher percentage of one income level at one
property. The Authority will select tenants by income in a manner to ensure decent, safe
and sanitary housing and create a suitable living environment that fosters economic and
social diversity in the tenant body as a whole by preparing an allocation for this purpose
(Income by Unit Allocation).
Section 3.10.2 Unit under/over utilization. To avoid overcrowding and prevent
underutilization of restricted units, households will be selected in accordance with
Agency Resolution No. 484, Authority Resolution No. HA-22, the "Policy on Occupancy
Standards."
Section 3.10.3 Offer and Acceptance of a Restricted Unit. Once an Applicant is
deemed a Qualified Household, the household will be offered an available restricted unit
appropriate for the household composition. The Qualified Household has an option to
accept or decline the restricted unit, one time, without any effect on its position on the
waiting list. A Qualified Household that declines more than one restricted unit will be
removed from the waiting list, except to the extent the Qualified Household declines due
to a disability or other reasons protected by law.
The Authority will take into consideration the needs of the individual household's
based on family composition and Fair Housing guidelines when identifying restricted
units that become available to the selected household.
Upon acceptance of the restricted unit, the Qualified Household will be notified,
by telephone and/or in writing of the anticipated date the restricted unit will be available
for occupancy.
Section 3.10.4 Unit Availabilitv and Transfers. The type of unit that becomes
available will determine whether the next Wait List Eligible Household is selected or
other special accommodation is made including an existing tenant transfer. Emergency
Transfers will have first priority. Disabled Person Accommodations, Required transfers
and Medical transfers will have priority in that respective order. Requested transfers will
be added to the bottom of the appropriate waiting list unless the request is being
considered both by management and the tenant for purposes of mutual benefit to the
parties.
3.10.4.a. Emerqencv Transfer: A transfer of an existing tenant that
is necessary due to an emergency condition. Emergency conditions are
generally life safety issues that require immediate vacation of the restricted unit.
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Administrative Plan Section 3 Tenant Selection Waiting List Procedures
3.10.4.b. Disabled Person Accommodation: A reasonable
accommodation made in accordance with the Americans with Disabilities Act,
Section 503 of the Rehabilitation Act of 1973, the Fair Housing Act or applicable
state disability law.
3.10.4.c. Reauired Transfer: A transfer that is necessary when a
tenanYs unit is no longer suitable in accordance with the Authority 's occupancy
standards.
3.10.4.d. Medical Transfer: A transfers that is necessary when a
tenant provides a verifiable medical reason for such transfer.
3.10.4.e. Requested Transfers: A transfer that is requested by an
existing tenant for reasons of benefit to the tenant alone other than the reasons
in Sections 3.10.4 a. through d. above.
Section 3.11 Conflicts Prohibited. No person who is employed by the Authority, the
Agency or the City and who exercises functions or responsibilities with respect to the
Properties or programs governed by this Plan, or any person with business or family
relationships with such a person, may, during the period of employment and for one year
thereafter, apply for or occupy a restricted unit in the Properties or obtain any other benefit
under the programs governed by this Plan.
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13
Administrative Plan Section 4 Applications and Household Qualifications
Section 4. APPLICATIONS AND HOUSEHOLD QUALIFICATION
Once a Wait List Eligible Household is selected as an Applicant in accordance with Section 3,
the Applicant must submit a completed application in the form acceptable to the Manager that
includes the requirements, documentation, verifications, authorizations and certifications
required by this Section.
Section 4.1 APPLICATION. The completed application will require that the Applicant
provide the following:
Section 4.1.1 Contact Information. Current address and contact information for
the Applicant.
Section 4.1.2 Income. Income information for all household members over the
age of 18 (except for Live-In Aides), which includes but is not limited to tax returns, pay
stubs, bank statements, unemployment earnings statements, and disability or social
security earnings statements.
Section 4.1.3 Assets. Asset information for all household members over the
age of 18 (except for Live-In Aides) which includes but is not limited to any interest in
real property other than a primary residence, savings accounts, stocks, bonds, and other
forms of capital investments.
Section 4.1.4 Affordable Requirements. Must provide necessary documentation
to verify affordable criteria has been met by all household members in accordance with
Section 4.3.
Section 4.1.5 Applicant Lease Requirements. Must provide necessary
documentation to verify applicant lease requirements have been met by all household
members in accordance with Section 4.2.
Section 4.1.6 Identification. All members of the household must provide proof of
identification, birth documents for each family member, a current driver's license, or
equivalent, for copying.
Section 4.1.7 ConsenWerification Forms. Authorization and/or signed
consent forms to verify or obtain income, assets, tenant history, background checks
(including criminal) and credit reports for all household members over the age of 18. All
household members who authorize release of information or background checks have
the right to privacy in accordance with federal law.
Section 4.1.8 Application Fee. One $30.00 non-refundable application fee is
required for each Applicant except as provided in that certain Stipulation for Entry of
Judgment, Riverside County Superior Court Case No. INDIO 51124.
Section 4.1.9 Other Information. Any other information deemed necessary by
the Authority to determine eligibility.
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14
Administrative Plan Section 4 Applications and Household Qualifications
Section 4.2 APPLICANT LEASE REQUIREMENTS. The following lease requirements
will apply to all members of Interested Households, Wait List Eligible Households, and
Applicants:
Section 4.2.1 Aae ReQuirements. Lease holder(s) must be 18 years or older.
All occupants 18 years or older (except for Live-In Aides) must sign the lease for the
restricted unit and comply with all requirements of the Plan.
Section 4.2.2 Income Historv/Verification. Except for retired persons, Disability
Program Participants or other persons receiving similar governmental assistance or
lease holder(s) must be employed by current employer for at least one full year or have
been employed with prior employer for a minimum of one full year and must provide one
month of pay stubs for income verification.
Section 4.2.3 Self-Emplovment. Lease holder(s) that are self-employed must
provide copy of previous year's personal tax returns and copies of personal bank
statements for the three months prior to date of the lease.
Section 4.2.4 Lease Income Requirement. Notwithstanding income
requirements in Section 4.3.1 income must be at least 2 '/2 times the rental rate for the
restricted unit in order to be considered for occupancy.
Section 4.2.5 Rental Historv. Must provide 1 to 3 years of verifiable rental
history from a property management company, real estate company or mortgage
company. Private owner history will be accepted only if proof of payment can be
furnished, i.e. canceled checks.
Section 4.2.6 Credit Requirements. Credit should be in good standing, with no
outstanding judgments. Bankruptcies must be re-established for two years with strong
employment and rental history. Bankruptcy must not include foreclosure on a home or
amounts due from prior apartment rental.
Section 4.2.7 Criminal Backqround. A state and nationwide criminal
background check will be conducted for every household member over 18, to ensure
that applicants meet minimum criteria in accordance with Exhibit B. The Authority has a
zero tolerance policy for drug-related activity and violent criminal activity. Any conviction
for criminal, violent behavior or drug activity is grounds for denial. Applications will also
be denied for any activity that could prove to be detrimental to the health and safety or
right to peaceful enjoyment of the other tenants.
Section 4.3 AFFORDABLE QUALIFICATION REQUIREMENTS. All households
must meet the affordable qualification requirements listed in this section as well as those
requirements listed under the Applicant Lease Requirements section of this Plan in order to
become a Qualified Household under this Plan.
Section 4.3.1 Household Income Criteria. Households applying for tenancy in a
restricted unit must have a household income (not including that of Live-in Aides) of not
less than twenty percent (20%) of the AMI and not more than one hundred twenty
percent (120%) of the AMI. Household incomes will be categorized as very low, low, or
moderate pursuant to the definitions applied herein.
Management and Operations- Rental Units Effective 7-1-08
15
Administrative Plan Section 4 Applications and Household Qualifications
Section 4.3.2 No Ownership in Real Propertv or Mobilehomes. No intended
occupant of the restricted unit may have owned real property that includes a habitable
dwelling unit within the last two years. The only allowable exception is where the
applicant has filed court documents for dissolution of marriage or legal separation. Proof
of the courts disposition as to the habitable dwelling unit will be required upon receipt by
applicant. Proceeds from the sale of real property will be considered as part of the
household's income pursuant to Title 25.
Section 4.3.3 Certification And Recertification Of EliQibilitv. Applicants and/or
Tenants must agree to provide the documentation prior to lease signing and again prior
to lease renewal to certify that the tenant household is eligible within these guidelines.
Section 4.3.4 Proof Of Income. Proof of income is required of all occupants
over the age of 18 (except for Live-In Aides).
Section 4.3.5 Chanqes In Income. Applicants and existing tenants must agree
to notify management of any changes in income of more than 25% of certified income.
Section 4.3.6 Primary Residence Requirement. Applicant must agree that the
restricted unit will be the primary and sole residence of all occupants listed on the lease
agreement.
Section 4.3.7 Other Housinq Assistance. Any intended occupants or
households receiving other housing assistance must disclose the source and amount at
time of application or immediately upon receipt of such assistance whichever occurs
first. Tenant rent will be adjusted accordingly. Households covered by this section will
follow the same policies and procedures to be placed on the wait list of affordable
housing. Households covered by this section will be qualified based on the affordable
criteria of the assistance provider but will be subject to the remainder of the Plan
including Sections 5 and 6.
Section 4.4 CREDIT CHECKS, BACKGROUND CHECKS, AND DOCUMENTATION
VERIFICATIONS. Subject to the requirements of this Section, all household members over the
age of 18 will be required to sign the documents below in order for the Manager to complete a
review of the requirements of this Section.
Section 4.4.1 Applicant Certifications and Verifications:
4.4.1.a. Authorization for Release of Information Form;
4.4.1.b. Application and/or Tenant Income Certification;
4.4.1.c. Certification that all prospective household members over the
age of 18 have read and understand the eligibility requirements in this Plan;
4.4.1.d. Certification that all information is true and complete, that all
changes in income and/or household composition wil! be reported, that all relevant prior
housing assistance has been reported, and that the restricted unit will not be a duplicate
residence, and acknowledging the potential for criminal and administration actions for
false information;
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Administrative Plan Section 4 Applications and Household Qualifications
4.4.1.e. Release of information at current or prior addresses for rental
verification(s);
4.4.1.f Certification that no child support income is received or, for those
who have an open case with Riverside County Child Support Services, certifying that all
income from Child Support has been disclosed;
4.4•1•q• Verification that all Alimony/Family Support has been disclosed,
when applicable; and
4.4.1.h And any other certification or verification form deemed necessary
by the Manager to satisfy a requirement of this Plan.
Section 4.4.2 Credit reports and background checks will be obtained for every
family member aged 18 years or older in accordance with Exhibit B. Information
provided in such reports will be used in determining eligibility for a restricted unit and any
one or more of the following findings for any of the intended occupants will result in the
denial of the rental application or continued tenancy:
4.4.2.a Amounts owed to any Public Housing Authority, Federal, State or
Local housing assistance program.
4.4.2.b Fraud in connection with any Public Housing Authority, Federal,
State, or Local housing assistance program.
4.4.2.c An eviction from any Agency property, Authority property, Public
Housing Authority, a housing unit deemed `affordable' in the City, or property by which
the Agency, Authority or Public Housing Authority has or had control at the time of
tenancy.
4.4.2.d An eviction from any rental housing.
4.4.2.e Any conviction for activity that would be a violation of the crime-
free, drug-free housing policy of the Manager.
4.4.2.f A person who is subject to a lifetime registration requirement
under a Federal, State or County sex offenders' registration program. Due to the
location of restricted units near schools and playgrounds, a person subject to a
registration requirement for a stated period of time will be denied during such registration
period.
4.4.2.a Falsification of identification (includes but is not limited to: birth
certificates, government issued identification or documents, identification cards or
licenses, social security numbers or cards).
4.4.2.h Falsification or concealment of income, assets or documentation
for the purpose of obtaining assistance.
4.4.2.i False statements or willful omissions made at any time during
eligibility, qualification, the application process, or subsequent leasing and tenancy for
the purpose of obtaining assistance.
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Administrative Plan Section 4 Applications and Household Qualifications
Section 4.5 ADDITIONAL DOCUMENT SUBMITTAL. Once the application has been
submitted, any additional documents required by the Manager, must be submitted within ten
(10) days or ten (10) days from the date the additional documents were requested whichever is
later. If the Eligible Household is unable to obtain documents within specified time frame, an
extension of ten (10) days may be requested. Failure of the household to provide, obtain or
authorize necessary documentation or background checks will be cause for the application to be
denied. After a denial pursuant to this section, the household would be required to contact the
property manager and request that it be added to the bottom of the appropriate waiting list as an
Interested Household.
Section 4.6 APPLICATION ACCURACY. All information in the completed application
is required to be as accurate as possible to prevent any discrepancies and/or cause a denial of
application. This includes any requirements in this Section or the Plan.
Section 4.7 APPLICATION APPROVAL/DENIAL. Upon receipt of a completed
application, the Manager will process the application including verifications of income(s), assets,
tenant histories, background checks and credit reports. Upon satisfactory review of all
documentation required by this Section, the Applicant will be notified via mail of approval for
tenancy. If the application is approved, the household shall be deemed a Qualified Household.
If the application is denied, the applicant shall receive written notice of ineligibility including the
reasons for the denial, and shall have the right to appeal through the Grievance process in
accordance with Section 8.
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Administrative Plan Section 5 Leasing Policies and Procedures
Section 5. LEASING POLICIES AND PROCEDURES
The Authority operates the restricted units with leasing standards that will ensure the continued
success of our affordable programs as well as comply with fair housing laws. The Authority and
its representatives, including management company personnel, will not discriminate against any
person on the basis of race, creed, color, sex, religion, national origin, familial status, sexual
orientation, political beliefs, disability or handicap. Prior to admission into a unit, all adult
household members that will be residing in the unit must sign a lease.
Section 5.1 RESIDENTIAL LEASE AND ADDENDUMS. Once an Applicant becomes
a Qualified Household, a residential lease will be signed by the household members required
under Section 4. The residential lease may include addendums that satisfy the requirements of
this Section and will be considered a part of the residential lease. No tenant will occupy a unit
without an executed residential lease. Only at such time as the lease is fully executed will it
become enforceable.
The residential lease will include the following information:
Section 5.1.1 Effective Dates or Term of the Lease
Section 5.1.2 Parties to the Lease: all occupants listed and designated as adults
or minors
Section 5.1.3 The unit location or apartment number
Section 5.1.4 The maximum occupancy
Section 5.1.5 The terms including but not limited to: the rental rate and date
due, late charges, returned check charges, methods of payments, location where rental
payments are accepted, prorations, deposit requirements and allowable uses, cable
cost, gate access, utility payment requirements or adjustments, assigned parking space
designations and any rent incentives in effect.
Section 5.1.6 The policies of the property as updated from time to time, also
known as the House Rules and Regulations, will include but not be limited to:
Noise Personal property responsibility
Waterbeds Liabilities
Housekeeping Crime/drug free housing
Plumbing Use of patio/balconies
Damage Appliance agreements
Vehicles and vehicle parking Satellite dish and/or antennas
Security Pet or Companion Animal Policy
Lockout policy Absences from the restricted unit in
Guest and Visitor occupancies excess of three(3)weeks including
Amenity Area guidelines vacations, military duty, medical
Apartment condition, alterations, conditions or to care for a family
and damages member not residing at the unit
Subletting,Assigning, Subleasing due to serious illness
Unit inspections
Management and Operations—Rental Units Effective 7-1-08
19
Administrative Plan Section 5 Leasing Policies and Procedures
Tenants and all members of the household over the age of 18 will be required to acknowledge
receipt of such Rules.
The Manager will notify tenants of any violations of property rules, regulations and all other
violations of tenant leases in writing, and where applicable noticed in accordance with
applicable law covering such a violation.
Section 5.1.7 The policies and regulations regarding notices for vacating.
Section 5.1.8 The policies with regard to condemnation.
Section 5.1.9 The policies regarding attorney's fees and costs.
Section 5.1.10 Notice of applicable laws, i.e., Megan's law, Lead-Based Paint,
Mold, etc.
Section 5.1.11 Policies imposed as a part of participating in the Authority's
affordable housing program, if applicable (i.e., annual recertification requirements).
Section 5.1.12 Policies on Maintenance and entry to restricted units, smoke
detector/alarm responsibilities, and definitions of normal wear and tear.
Section 5.1.13 Policies on Standard Maintenance and Emergency Repairs.
Section 5.1.14 Policies on Insurance for Renters and Personal Property.
Section 5.1.15 Signatures of Tenant (and all members required to sign) and
Owner or Owner's Agent.
Section 5.2 LEASE DEPOSITS. Balance of deposit, move-in prorates and the first
full month of rent must be in the form of a money order or cashier's check.
Section 5.3 LEASE PAYMENTS AND LATE CHARGES. All payments for rent and
late charges will be paid at a location slated in the Residential Lease.
Section 5.3.1 Rent is Due on the 1 St of each month.
Section 5.3.2 Rent is late after the close of business on the 5`h at 5:00 p.m. PST
unless otherwise provided in the lease agreement.
Section 5.3.3 Late fees will be imposed at 5:01 p.m. PST on the 5`h of each
month.
Section 5.3.4 All payments of rent, late charges, attorneys fees, cable or any
other payments made to management offices are to be made by personal check",
money order, or cashier's checks directly to the management office. NO CASH
Management and Operations— Rental Units Effective 7-1-08
20
.Administrative Plan Section 5 Leasing Policies and Procedures
PAYMENTS FOR RENT WILL BE ACCEPTED except for a Three (3) Day Pay or Quit
payment.
Section 5.3.5 Payments will be accepted at the location stated in the residential
lease, unless notified in writing by the Manager of an alternate acceptable location ten
(10) days prior to rent due date.
'Personal checks will be accepted so long as there have been no checks refurned for non-sufficient funds in the
previous 12 months.
Section 5.4 LEASE AMENDMENTS. All amendments to leases must be in writing
and signed by both parties. Oral agreements or modifications will not be enforceable and shall
be void unless written and signed by both parties at the time of agreement.
Section 5.5 LEASE MODIFICATIONS. Lease modifications will be made to the
residential lease form as necessary to accommodate any changes of the affordable program,
clarification to policies or applicable laws.
Section 5.6 PRE-OCCUPANCY INSPECTION. An authorized representative of the
Manager and an adult member of the household will inspect premises prior to commencement
of occupancy. A move-in inspection form indicating conditions of premises will be made,
signed, and filed in applicant file.
Section 5.7 RENTAL RATES
Section 5.7.1 Settinq Rental Rates. Rents will be established annually as set
forth in Resolution No. HA-32 adopted August 24, 2006, "Procedure for Setting Rental
Rates".
Section 5.7.2 Rental Rents Based on Standard Occupancv. Rents will be
established pursuant to California Law Health and Safety Code Section 50052.5 as it
relates to standardized occupancy based on unit size, which is one person in the case of
a studio unit, two persons in the case of a one-bedroom unit, three persons in the case
of a two-bedroom unit, four persons in the case of a three-bedroom unit, and five
persons in the case of a four-bedroom unit. Actual occupancies of each unit will be in
accordance with Resolution HA-22.
Section 5.7.3 Household Rent. Individual household rent shall be established
after compilation of all household members' sources of incomes, assets and allowable
deductions, and proper notification.
Section 5.8 MAINTENANCE AND ENTRY TO RESTRICTED UNITS
Section 5.8.1 Inspection The Manager or its agent or agents shall be allowed to
enter the apartment as provided by state law. Upon 24-hour notice, the Manager may
enter to inspect the condition of the premises and/or appliances therein. In the event of
Management and Operations— Rental Units Effective 7-1-08
21
Administrative Plan Section 5 Leasing Policies and Procedures
an emergency, an authorized representative of the Manager has the right to enter the
restricted unit without notice.
Section 5.8.2 Service Request It is the TenanYs responsibility to call in all
service requests to the property office location. Tenants must allow maintenance staff
permission to enter the restricted unit to perform a maintenance request in the event the
Tenant is not home or schedule an appointment during the maintenance hours Monday
through Friday, between 9:00 a.m. and 5:00 p.m. All service request response will be
within a 24-hour period.
Section 5.9 LEASE RENEWALS Leases under consideration for renewal by the
Manager must be renewed prior to the stated expiration of the residential lease or the tenant
reverts to a month-to-month tenancy at the maximum rental rate for the restricted unit.
Leases under consideration for renewal by the Manager for tenants that were previously
deemed a Qualified Household must recertify their eligibility status annually in accordance with
Section 6 below.
Section 5.10 NO SUBLETTING The leases shall prohibit subleasing of restricted units
in whole or in part.
Section 5.11 LIVE-IN AIDES A Live-In Aide will be allowed, provided he or she is
essential to the care and well-being of an elderly or disabled person who resides within a
restricted unit. The Live-In Aide will be subject to this Plan except where noted and will be
required to sign a consent for the purposes of a background check, proof of qualification, and
proof of employment as a live-in aide. The Live-In Aide will also acknowledge acceptance of the
terms of occupancy in a restricted unit. The addition of a Live-In Aide must not overcrowd the
unit as prescribed in the Occupancy Standards Resolution 484 and HA 22.
Section 5.12 PETS The leases shall require tenants to comply with the pet policy
attached as Exhibit D.
Management and Operations— Rental Units Effective 7-1-08
22
Administrative Plan Section 6 Recertification Requirements
Section 6. RECERTIFICATION REQUIREMENTS
Section 6.1 REQUIRED ANNUAL RECERTIFICATION. Qualified Households with a
current lease will be required to recertify annually to ensure the household remains a Qualified
Household. Failure to recertify will result in the termination of tenancy.
Section 6.1.1 Recertification Appointments. The Manager will set appointments
with the tenant to bring in the necessary documentation for income and household
recertification. Manager will set the appointment with the tenant in advance of the lease
renewal date so as to give proper notice to the tenants of any rental rate adjustment. A
tenant that does not commit to an appointment with the Manager, does not show up for
an appointment, or does not provide all the proper documentation will be given notice of
discontinuation of assistance and return to the maximum rental rate at the end of the
lease term, but no later than 90 days from the date of the request for the appointment by
Manager.
Section 6.1.2 Recertification Documentation. The Manager will request the
necessary documentation for the purpose of recertifying the household as a Qualified
Household, including but not limited to:
Section 6.1.2.a Income information for all household members over the
age of 18 (except for Live-In Aides), which includes but is not limited to tax returns, pay
stubs, bank statements, unemployment earnings statements, and disability or social
security earnings statements.
Section 6.1.2.b Asset information for all household members over the age
of 18 (except for Live-In Aides), which includes but is not limited to any interest in real
property other than a primary residence, savings accounts, stocks, bonds, and other
forms of capital investments.
Section 6.1.2.c Must provide necessary documentation to verify
affordable criteria as listed in Section 4.3 have been met by all household members.
Section 6.1.2.d Must provide necessary documentation to verify applicant
lease requirements in Section 4.2.1 through 4 have been met by all household
members.
Section 6.1.2.e All members of the household must provide proof of
identification for copying.
Section 6.1.2.f Authorization and/or signed consent forms to verify or
obtain income, assets, identification and employment information for all household
members over the age of 18. All household members who authorize release of
information or background checks have the rights to privacy under federal privacy laws.
Management and Operations— Rental Units Effective 7-1-08
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Administrative Plan Section 6 Recertification Requirements
Section 6.1.2.q Any other information deemed necessary by the Authority
to determine eligibility.
Section 6.1.3 Annual Recertification Confirmation as a Qualified Household.
Upon receipt of all required recertification documentation required by this section, the
Manager will confirm that based on the documentation provided by the household that
the household remains qualified. In the event the household's income requires that the
income category of the household be changed in either direction, the Manager will adjust
the terms of the new lease to reflect the change in income category. (The Manager will
re-lease restricted units according to the income by Unit Allocation through vacancies to
accommodate the change in income of households during recertification.) In the event
that a household no longer can be deemed a qualified household after recertification, the
tenant will revert to a month-to-month tenancy at the maximum rental rate for the
restricted unit for a period of not more than six (6) months at which time, with proper
Notices having been given, will vacate.
Section 6.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION. A circumstantial
or interim recertification may be conducted on a case-by-case basis when deemed necessary,
by Manager but only once during the term of an executed lease. Such recertification would
initiate a new anniversary date for the revised or amended lease. This review may occur for
either of the following reasons:
Section 6.2.1 Chanqes in Household Size. Any increase or decrease in
household size.
Section 6.2.2 Chanqe of Household Income. Any increase or decrease in
household income in excess of twenty-five (25) percent.
Section 6.3 TEMPORARY RECERTIFICATION. Recertification may be done on a
monthly or quarterly basis upon declaration by a Tenant that the household income has
temporarily decreased due to unemployment or disability. Proof of unemployment or disability
will be required.
Section 6.4 ANNUAL INSPECTIONS. At least once annually, an inspection will be
conducted by the Manager to verify that the tenants occupying the restricted unit have
maintained the unit in good condition. Such inspections will be by appointment, but may or may
not require the tenant to be present.
Section 6.5 FALSE STATEMENTS AND WILLFUL OMISSIONS. False statements or
willful omissions made during the recertification process may result in denial of assistance or in
the recapture by the Authority of the rental assistance for the previous 12-month period.
Management and Operations—Rental Units Effective 7-1-08
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Administrative Plan Section 7 Termination of Tenancies and Move-Out Procedures
Section 7 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES
Section 7.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION. The
procedures noted in this Section 7.1 do not apply to evictions.
Section 7.1.1 End of Lease Term. With proper notice, as described in this
section, the Manager or Tenant may terminate a tenancy at the expiration of the
residential lease without reason or cause.
Section 7.1.2 Durinq a Lease Term. A tenancy may be terminated during a
lease term without the termination being deemed an eviction under the following
circumstances:
Section 7.1.2.a Death of the sole tenant of a unit.
Section 7.1.2.b By abandonment of the premises by the tenant as
determined in accordance with Civil Code section 1951.3.
Section 7.1.2.c By the determination by the Manager of tenant
ineligibility under this Plan.
Section 7.1.2.d By agreement of both the Manager and the tenant.
Section 7.1.3 Notices to Vacate for Termination of Tenancies Other Than bv
Eviction. All notices will be given as provided for under California law.
Section 7.1.3a Tenant Notices to Vacate. Tenants providing a written
"Notice of Intent to Vacate'; the manager must give 30 days written notice to the
Manager or as prescribed by current law, or as such law may be amended from time to
time.
Section 7.1.3b Manaqement Notices to Vacate. When the Manager
provides a written "Notice of Termination of Tenancy', the Manager must give a 30, 60,
or 90-day notice to the tenant in accordance with applicable law. Under California law,
notices provided at the end of the lease term do not require reason or cause.
Section 7.1.4 Move-out Procedures. At such time as a tenant or Manager
provides a Notice to Vacate as detailed in this section, inspections may be requested
and will be conducted in accordance with CC §1950.5(f) as amended from time to time.
Section 7.1.4a Notice of Oqtion to Reauest an Initial Insqection.
Tenants may request an initial inspection of their unit upon providing a 30-day vacating
notice to the Manager. All pre-inspections must be requested in writing by the tenant,
otherwise the Manager will not conduct one. Tenants may be present during any of the
inspections; however, the inspections may take place in the absence of the tenant.
Management and Operations— Rental Units Effective 7-1-08
25
Administrative Plan Section 7 Termination of Tenancies and Move-Out Procedures
Section 7.1.4b Schedulinq the Initial Move-out Inspection. A mutually
agreeable time and date will be attempted to schedule the initial inspection. It will not be
scheduled more than two weeks prior to the tenant vacating or the end of the lease date.
Scheduling should allow tenant ample time to perform repairs and/or cleaning
enumerated during the initial inspection. The Manager will give tenant at least 48 hours
notice of initial inspection.
Section 7.1.4c Optinq Out of a Pre-Inspection. If the tenant does not
request a pre-inspection, the Manager will not conduct one. Upon the tenant vacating,
the Unit will be inspected to determine the work necessary to prepare the unit to market
and re-lease. Tenants are strongly encouraged to request an initial inspection.
Section 7.1.4d Inspection Exceptions. The Manager is not required to
perform an initial inspection if the tenant has been served with any form of eviction
notice because the tenant has failed to pay the rent, violated a provision of the lease or
the rental agreement, materially damaged the property, committed nuisance, or used the
property for an unlawful purpose.
Section 7.1.4e Inspection Findinqs. All corrections identified during
any pre-inspection or final inspection will be noted and a copy will be provided to the
tenant as an itemized statement specifying the repairs or cleaning that will be the basis
for deductions to the security deposit. Deductions cannot be taken for conditions caused
by normal wear and tear during tenancy or previous tenancies, or for cleaning rental unit
that is as clean as it was when the existing tenant moved in.
Section 7.1.4f Final Inspection. A final inspection will be scheduled at
the time of move-out. The final inspection will be made to note any remaining items not
addressed by the Tenant that are still in need of repair.
Section 7.1.5 Maintenance and Repairs Necessary Due to Impendinq Move-out.
Any corrections identified during an initial move-out inspection and noted on the itemized
statement may be corrected by the tenant by performing any required maintenance as
permitted during the period following the initial move-out inspection through the
termination of the tenancy in order to avoid deductions from the security deposit. The
tenant may not perform any repairs that are prohibited by the rental agreement or lease.
Section 7.2 TERMINATION OF TENANCY THROUGH EVICTION. This Section 7.2
covers eviction policies and reasons for commencing eviction proceedings.
Section 7.2.1 Reasons for Eviction.
Section 7.2.1 a Violations of the Lease. Violations of any of the lease
terms may result in termination of the lease and eviction. These include but are not
limited to, violations of the crime-free, drug-free housing policy, disruptions of the
peaceful enjoyment of other residents in the community, any health and safety condition
Management and Operations— Rental Units Effective 7-1-08
26
Administrative Plan Section 7 Termination of Tenancies and Move-Out Procedures
caused by the tenant, the nature of which jeopardizes the other residents of the
community.
Section 7.2.1 b Non-Payment of Rent. Processes for non-payment of
rent and the procedures for filing an unlawful detainer will follow the procedures as
outlined in the California Code of Civil Procedures and the California Civil Code.
Section 7.2.1 c Misreprese�tation of Elic7ibility Under the Plan. False
statements or willful omissions made for the purposes of obtaining or retaining a
restricted unit.
Section 7.2.2 Eviction Process.
Section 7.2.2a Eviction Notice. Once it has been determined that the
Manager will proceed with an eviction, the Manager will serve the tenant with a notice to
voluntarily vacate the rental unit within the specified time period.
Section 7.2.2b Verification of Occupancv. After the tenanYs Eviction
Notice expires, the Manager will attempt to verify occupancy. If the restricted unit is still
occupied and no arrangements have been made to vacate, proceedings for a court
ordered eviction will commence. If the tenant has vacated, but has an outstanding
balance due for the tenancy or unit repairs and the security deposit is insufficient to
cover such costs, the Manager will attempt to collect for the balance due and use any
remedies available including court action. In the event there are sufficient monies
available within the security deposit to cover any amounts due from the tenant, the
deductions and/or refunds shall be made to the security deposit in accordance with CC §
1950.5 as amended from time to time.
Section 7.2.2c Unlawful Detainer. An unlawful detainer will be filed with
the superior court in accordance with California law. This assures the tenant the right to
a court hearing if the tenant believes that the Manager has no right to evict the tenant.
Section 7.3 REFUND OF SECURITY DEPOSIT. Security deposit refunds will be
processed in accordance with CC §1950.5 as amended from time to time.
Section 7.3.1 Notification of Itemized Securitv Deposit Disposition. After
inspection and assessment of the conditions of the vacated unit, and after completing
repairs or receiving the invoice/receipt, the Manager will notify the tenant of the security
deposit disposition within ninety(90) days. The Manager will mail or deliver a copy of an
itemized statement indicating the detailed charges against the security received and the
amount to be refunded, if any. Attached to the itemized statement to the tenant shall be
copies of invoices and charges incurred in order to clean or repair the unit.
Section 7.3.2 TenanYs Entitlement to Securitv Deposit. If tenant is not notified as to the
disposition of the security deposit within the required notification period in Section 7.3.1, the
tenant shall be entitled to one hundred percent (100%) of the original security deposit amount.
Management and Operations- Rental Units Effective 7-1-08
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Administrative Pfan Section 8 Grievance Process
Section 8 GRIEVANCE PROCESS
Section 8.1 GRIEVANCE APPLICABILITY. This grievance procedure shall be
applicable to any Applicants and tenants of the Authority. Grievances that may be considered
under these procedures will include actions related to tenancy matters, but not including non-
payment of rent and other the matters governed by Section 7.2. Under no circumstance may a
Grievance be filed after issuance of any notice in accordance with Section 7.2.2. A copy of this
grievance policy shall be provided to all Tenants.
Section 8.2 GRIEVANCES. The tenant grievance process is not intended to replace
the normal interactions that will occur between tenants and the Manager, and is not intended to
be used prior to an issue first being raised with the Property Manager. Only when a tenant has
made all attempts to resolve a complaint may a complainant seek the following remedies
outlined in this process.
Section 8.2.1 Informal Grievance. Any grievance shall be presented to the
Property Manager either orally or in writing, within thirty (30) days after the grievance
arose so that the grievance may be discussed informally and hopefully resolved.
Section 8.2.1.a. The Property Manager shall meet with the complainant
within twenty-four (24) hours if possible, at which time the complainant may present oral
and written evidence or documentation. A written summary of this discussion, the
decision and the reasons for the decision will be prepared by the Property Manager
within five (5) days and a copy will be provided to the complainant, with a copy to be filed
in the complainanYs file. The summary will include a decision and any steps that will be
necessary to resolve any grievances.
Section 8.2.1.b. If not resolved by Property Manager, Regional
Supervisor to meet with resident within seven (7) days of ineeting with Property
Manager, at which time the complainant may present oral and written evidence or
documentation. Summary of the Regional Supervisor's decision and the reasons
therefor to be put in writing within five (5) days, copy to file and complainant.
Section 8.2.1.c. If not resolved by Regional Supervisor, Vice-President to
meet with complainant within fourteen (14) days of ineeting with Regional Supervisor, at
which time the complainant may present oral and written evidence or documentation.
Summary of the Vice-PresidenYs decision and the reasons therefor to be put in writing
within ten (10) days, copy to file and complainant.
Section 8.2.2 Informal Hearinq. If the complainant is not satisfied with the Vice-
PresidenYs decision, the complainant must submit a written request within ten (10)
calendar days after receipt of the summary from the Vice-President, at which time the
Management Company will arrange for an impartial, third party mediation service to hear
the matter within twenty-one (21) days. The complainant will be afforded fair due
Management and Operations—Rental Units Effective 7-1-08
28
Administrative Plan Section 8 Grievance Process
process safeguards as prescribed by Fair Housing Laws, including but not limited to the
rights to present oral and written evidence and to be represented by an attorney.
Summary of the decision of inediation service to be provided to complainant and a copy
to the Authority.
Section 8.2.3 Unresolved Grievances. If the complainant is not satisfied with
the outcome of the process in Section 8.2.1 through 8.2.2, he or she may submit a
written request to the Executive Director within ten (10) calendar days after receipt of the
summary from the Mediator. The Executive Director shall review the request within ten
(10) days and determine whether the decision should stand, be revised or reviewed
further. The Executive Director shall be the final authority for purpose of interpretation of
the requirements of the Program, upon a written request for interpretation.
Management and Operations- Rental Units Effective 7-1-08
29
Administrative Plan Exhibit A
EXHIBIT A
. � � . . � 1 . . . . � . .
MULTI-FAMILY APARTMENTS
# Unrts TeleAhone
ONE QUAIL PLACE 384
72-600 Fred Waring Drive (760) 568-9835
DESERT POINTE 64 (760) 340-6945
43-805 Monterey Avenue
NEIGHBORS 24
73-535 Santa Rosa Way (760) 836-1455
TAOS PALMS 16
44-830 Las Palmas Avenue (760} 340-6945
CALIFORNIA VILLAS 141 (760) 345-0452
77-107 California Drive
LAGUNA PALMS 48 (760} 836-1455
73-875 Santa Rosa Way
COUNTRY VILLAGE 66 {760} 568-9835
42-455 Washington Street
PALM VILLAGE 36
73-650 Santa Rosa Way (760) 836-1455
SAGE CREST
73-775 Santa Rosa Way 144-200 San Pascual 14 (760) 674-1139
SENIOR APARTMENTS
LAS SERENAS ��0
73-315 Country Club Drive (760} 773-9040
THE PUEBLOS 15
73-695 Santa Rosa Way (764) 568-3640
PUEBLOS EAST
73-697 Santa Rosa Way 4 (760) 568-3640
CATALINA GARDENS 72
73-600 Catalina Way (760) 568-3640
CANDLEWOOD 3p (76p} 568-3640
74000 - 74002 Shadow Mountain Drive
LA ROCCA VILLAS 27 (760) 773-904Q
42-135 Golden Eagle Lane
Management and Operations—Rental Units Effective 7-1-08
30
Administrative Plan Exhibit B
EXHIBIT B
NON-EXCLUSIVE LIST OF REQUIRED AND PERMISSIVE BACKGROUND CHECK
INFORMATION BY TYPE OF FUNDING
SOURCE OF INFORMATION FEDERAL FUNDSINVOLVED FEDERAL FUNOS NOTINVOLVED
INFO INVESTIGATION DISCLOSURE 8 INVEST/GATION DISCLOSURE 8
CONSENT CONSENT
Law lllegal Drug Use Required Housing Auth. May obtain Must notify
enforcement must require & applicant, if
agencies applrcant must basrs for denial
consent
Drug Use that Interferes with Required Housing Auth. May obtain Must notify
Health&Safety of Others must require & applicant, if
applicant must basis for denial
consent
Sex Offenses Required Housing Auth. May obtain Must notify
must require & applicant, if
applicant must basis for denial
consent
"Serious"crimes May obtain Must notify May obfain Must notify
. murder, mayhem, applicant, if applicant, if
rape,burglary basis for basis for denial
. hate crimes denial
• offenses re firearms/
explosives
. felonies involving
drugs,alcohol
• domestic violence
Juvenile Records Prohibited N/A Prohibited N/A
Arrests Not Resulting in Prohibited N/A Prohibited N/A
Conviction
State / Social Security Numbers Required Housing Auth. May Obtain Application
Federal must require & must indicate
Government applicant must disclosure is
consent volunta
Citizenship/Residency Info Required Housing Auth. Prohibited N/A. But, if
must require & Housing Auth.
applicant must Has unsolicited
consent evidence that
applicant is
undocumented,
it must reject
the a lication
Income /family composifion & Required Housing Auth. Required Housing Auth.
tax info, fo verify eligibility must require & must require &
applicant must applicant must
consent consent
Credit Investigative Consumer Report May Obtain Housing May Obtain Housing
Agencies . Credit History Authority must Authority must
• Character notify applicant notily applicant
. Reputation
. Personal
characteristics
. Mode of livin
• Convictions May Obtain, Housing May Obtain, Housing
• Civil Actions but on/y if Authority must but only if Authority must
. Tax Liens credit agency notify applicant credit agency notify applicant
• Outstanding has verifred has verified
Judgments info within info within
30d of 30d of
disclosure disclosure
Management and Operations—Rental Units Effective 7-1-08
31
Administrative Plan Exhibit B
SOURCE OF INFORMATION FEDER.4L FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED
INFO INVEST/GAT/ON D/SCLOSURE 8 INVESTIGATION DISCLOSURE S�
CONSENT CONSENT
. Bankruptcies more Prohrbrted N/A P�ohibited N/A
fhan l0y prior
• Civil judgments more
than 7 old
Public Relevant background May Obtain Must notify May Obtain Must notify
Records information applicant, if applicant, if
Obtained • Creditworthiness basis for basis for
From Other . Credit standrng denial. denial.
Sources; . Credit capacity Consent Consent
Interviews . Civil actions recommended. recommended.
with . Convictions
Neighbors, . Tax Liens
Friends & Outstanding
Associates � Judgments
. Character
• General Reputation
. Personal
characteristics
. Mode of Livin
In addition to credit reporting agencies, background check information may be obtained from
Westlaw, Lexis, DataQuick, Merlin, Choice Point, and similar reputable resources.
Management and Operations— Rental Units Effective 7-1-08
32
Administrative Plan Exhibit C
EXHIBIT C
RCHA EAST RIVERSIDE COUNTY UTILITY ALLOWANCES
Housing Authority of the County of Riverside
Housing Allowances for Tenant Furnished Utilities and Other Services
Effective: 07/05/2007 Localit : East County
Dwellin Unit Size
OBR 1BR 2BR 3BR 46R 5BR 6BR
Heat GAS/PROPANE $14 $20 $26 $31 $40 �46 $51
ELECTRIC $27 $37 $48 $59 $75 �85 $96
Air Conditionin $7 $10 $13 $16 $20 $23 $26
Blower (Evap Coder/Heat Exchan er) $1 $2 $2 $3 $4 $4 $5
Cooking GAS/PROPANE $2 $3 $4 $5 $6 $7 $8
ELECTRIC $5 $6 $8 $10 $13 $15 $16
Other Electric(L' hti and Refrigeration} $12 $14 $18 $22 $28 $32 $36
Water Hea6ng GAS/ PROPANE $6 $9 $11 $13 $17 $20 $22
ELECTRIC $13 $18 $23 $29 $36 $42 $47
Water Service- Domes6c Use $14 $20 $25 $31 $39 $45 $51
Water Service- Ev /Swam Coder $11 $15 $19 $23 $30 �a34 $38
Sewer $20 $20 $20 $20 $20 $20 $20
Trash $21 $21 $21 $21 $21 $21 $21
Refrigerator (if supplied b Tenan� $4 $4 $4 $4 $4 $4 $4
Stove/Range (if supplied by Tenant} $4 $4 $4 $4 $4 $4 $4
This chart is current from 07/05/2Q07 through 06/30/2008.
r /
(�' ij'� i '1, t`'(^.� ���%�.iy--Lt--�
Deanna Lorson, Managing Director
Management and Operations— Rental Units Effective 7-1-08
33
Administrative Plan Exhibit D
EXHIBIT D
PET POLICY
PURPOSE
Section 1 Permitted Pets
Section 1.1. Elderly Households are allowed to keep common household pets in their
restricted unit in accordance with this Pet Policy, including one cat or one dog, or either one or
two birds, or fish in an aquarium. All pets must be registered with the Manager before being
brought onto the premises, and registration must be updated each year at annual re-
examination.
Section 1.2. Tenants with a Disability may keep a service or companion animal in
accordance with applicable disability laws. All service animals need to wear identifying gear
such as tags, harnesses, or capes when outside of the restricted unit.
Section 1.3. No vicious or intimidating animal or pet is to be kept on the premises (this
includes any animal whose bite is venomous or any animal that has previously bitten anyone).
Section 2 Required Fees and Pavments
Section 2.1. The tenant will be responsible for all reasonable expenses directly related
to the presence of the animal or pet on the premises, including the cost of repairs and
replacement in the restricted unit, and the cost of animal care facilities if needed. These
charges are due and payable within 30 days of written notification.
Section 2.3 Service animals will not be charged a pet deposit, but the Tenant is liable
for any damage caused by the animal.
Section 2.4. For other animals, the Authority will charge a refundable pet deposit of
$200 for each pet.
Section 2.5. The Authority will refund the unused portion of the deposit to the tenant
within a reasonable time after the tenant moves from the property, or no longer owns or has a
pet present in the tenanYs restricted unit, if the tenant no longer has the pet, an inspection of the
unit must be done to provide evidence that there is no damage to the restricted unit caused by
the pet.
Section 3 Limitations
Section 3.1. Authority's authorization for pet(s)will be given on a year-by-year basis.
Section 3.2. Except for service animals, no pet will be allowed if weight exceeds 25
pounds. The 25-pound limit is for the expected adult weight of the animal.
Management and Operations— Rental Units Effective 7-1-08
34
Administrative Plan Exhibit D
Section 3.3. Fish aquariums must not exceed 15 gallons of water.
Section 3.4. All pets must be effectively restrained and under the control of a
responsible person when passing through a common area, from the street to the restricted unit,
etc. Dogs must be on a leash at all times when not in the rental unit.
Section 4 Reqistration
Section 4.1. Registration in accordance with Section 1.1 must include the following: A
certificate signed by a licensed veterinarian stating that the pet has received timely all
inoculations currently required by state and local laws; a picture must be provided at time of
registration; and the name, address and phone number of person designated responsible for the
pet in the tenanYs absence.
Section 4.2. All animals or pets are to be spayed or neutered. If animals are not
spayed or neutered and have offspring, the tenant household is in violation of this rule.
Section 5 Sanitation Standards
Section 5.1. Any animal or pet waste deposited must be removed immediately by the
pet owner. Tenants will take adequate precautions to eliminate any animal or pet odors within
or around the restricted unit and maintain the restricted unit in a sanitary condition at all times.
Section 5.2. All animals or pets are to be fed inside the restricted unit. Feeding is not
allowed on porches, sidewalks, patios or other outside area.
Section 6. Potential Problems and Solutions
Section 6.1. Tenants will not permit any disturbances by their pet, which interferes with
the quiet enjoyment of other tenants; whether by loud barking, howling, biting, scratching,
chirping or other such activities.
Section 6.2. The Authority may enter the tenanYs restricted unit to inspect the
premises when circumstances so warrant, to investigate a complaint that there is a violation,
and/or to check on a nuisance or threat to health and safety of other tenants.
Section 6.3. If the pet is threatened by the incapacitation or death of the owner (or by
extreme negligence), and the person designated pursuant to Section 4.1 is unwilling or unable
to care for the pet, the Authority may place the pet in proper facility for up to 30 days at the pet
owner's expense. If there is no other solution at the end of 30 days, the Authority may donate
the pet to a humane society. Cost of this professional care will be borne by the pet owner.
Section 6.4. Excluded from the premises are all animals and/or pets not owned by
tenants, except for service animals.
Management and Operations-Rental Units Effective 7-1-08
35
Administrative Plan Exhibit D
Section 6.5. The authorization for a household pet(s) may be revoked at any time
subject to the Authority's grievance procedure if the pet becomes destructive or a nuisance to
others, or if the tenant fails to comply with this policy.
Section 6.6. Violation of this Pet Policy by a Tenant is subject to: Mandatory removal
of the pet from the premises within 3 days of notice from the Authority; or if for a threat to health
and safety, removal within 24 hours of notice; or Lease termination proceedings.
Section 7 Indemnification bv Pet Owner
Section 7.1. The Tenant shall indemnify, defend and hold harmless the Authority, the
Agency and the City from and against any and all claims, actions suits, judgments and demands
brought about by actions or damages caused by the TenanYs pet(s), guide animal, hearing
animal, assistance animal, seizure response animal, companion animal, or emotional support
animal. Any injury or damage to persons or property caused by TenanYs pet(s), guide animal,
hearing animal, assistance animal, seizure response animal, companion animal, or emotional
support animal shall be the liability of said Tenant. At the TenanYs discretion and expense,
Tenant is responsible for securing liability insurance for such purpose.
This policy is incorporated by reference into the Lease Agreement signed by the resident, and
therefore, violation of the above Policy will be grounds for termination of the lease.
Acknowledgement by Tenant
Management and Operations- Rental Units Effective 7-1-08
36
Administrative Plan Exhibit E
EXHIBIT E
Housing Authority Zero Tolerance Policy
PURPOSE
It is the policy of the Authority that prohibited criminal activity will not be tolerated. "Prohibited
criminal activity" includes violent and drug-related criminal activity or any criminal activity that
threatens the health, safety or right to peaceful enjoyment of other residents or others in the
immediate vicinity in any housing property and/or program administered by the Authority. A
copy of this Zero Tolerance Policy shall be made available to all applicants and tenants in
Authority-administered programs.
POLICY
The Authority will foster crime-free housing by implementing aggressive strategies that will
reflect a zero tolerance of prohibited criminal activities by enforcing the following actions:
1. Deny or terminate assistance to any household containing a member that is currently
engaging in, or has engaged in during a reasonable time before applying (as determined
by the Authority): (a) drug-related criminal activity; (b) violent criminal activity; (c) other
criminal activity that would threaten the health, safety, or right to peaceful enjoyment of
the premises or other residents; or (d) other criminal activity that would threaten the
health or safety of any Authority employee, contractor subcontractor or agent of the
Authority.
2. Applications will also be denied for any other activity that could prove to be detrimental
to the health and safety or right to peaceful enjoyment of the other tenants.
3. Conduct a state and nationwide criminal background check for every household member
, over 18, to disclose any criminal background information. Any conviction for criminal,
violent behavior or drug activity during a reasonable time before applying (as determined
by the Authority) is automatic grounds for denial.
4. Alert tenants residing in the Authority owned housing properties about their obligation to
keep restricted units free from prohibited criminal activity.
5. Incorporate an addendum to all leases that includes grounds for termination of tenancy
due to criminal activity.
6. Provide management with required guidelines for screening potential and existing
tenants, inspecting the premises of the property, and taking action against tenants
engaged in criminal activity, fraud, or any nuisances.
7. Work collaboratively with law enforcement agencies to assist in the enforcement of the
Zero Tolerance Policy, as well as crime patterns and other potential problems.
Acknowledgement by Tenant
Management and Operations— Rental Units Effective 7-1-08
37
Administrative Plan Exhibit F
EXHIBIT F
HOUSING AUTHORITY PROPERTIES RESIDENT SERVICES BUILDINGS
"HOUSE RULES"
GROUP USE PRIORITIES
Permission for use of the Housing Authority Properties Resident Services Buildings
shall be granted to the following on a first- come/first-served basis, subject to the
following priorities.
1. Housing Authority Properties Leasing Office Activities or Meetings.
2. Housing Authority Properties Tenants Activities and Programs organized or
approved by the Property Manager (may include daily routine activities).
3. City of Palm Desert, Palm Desert Redevelopment Agency, and Palm Desert
Housing Authority meetings or activities.
Management and Operations— Rental Units Effective 7-1-08
38
Administrative Plan Exhibit F
RESIDENT SERVICES BUILDINGS
HOUSE RULES
1. Operations Hours are 8:00 a.m. to 5:00 p.m., Monday through Friday, except City
observed Hotidays which are as follows: New Year's Day, New Year's Eve,
Martin Luther King Jr. Birthday, PresidenYs Day, Memorial Day, Independence
Day, Labor Day, Veteran's Day, Thanksgiving Day, and Christmas Day, and
Christmas Eve. The Housing Authority Administrator, at his/her discretion, may
authorize alternate operating hours from time to time with the proper facility
supervision.
2. No disorderly or illegal conduct shall be permitted during any activities or
programs offered in or during the use of the Resident Services Buildings.
3. Smoking is prohibited in the Resident Services Buildings and within 40 feet of all
entrances or exits.
4. Pets, other than those assisting persons with disabilities, are not permitted on the
Resident Services Buildings property.
5. No food or drink is allowed inside the Resident Services Buildings building except
during organized functions.
6. No alcoholic beverages or controlled substances of any kind are permitted on the
Resident Services Buildings property.
7. The Resident Services Buildings is not responsible for lost or stolen items. It is
strongly recommended that items of value not be brought into the building or on
the premises.
8. Access to the Community is such that tenants and attendees will be walking
through residential communities. Courtesy for the quiet enjoyment of the
surrounding residents should be considered at all times.
9. Prior written approval is required from the Property Manager for equipment and
services brought in and not directly provided by the Resident Services Buildings.
10.A11 children under the age of 10 must be accompanied by an adult over the age
of 18. *Note: accompany means within close proximity (an arms-distance for
example). Youth organizations (ages 11-18) must have one adult to five minors
in attendance who shall remain in the Resident Services Buildings for the
duration of the activity.
Management and Operations— Rental Units Effective 7-1-08
39
Administrative Plan Exhibit F
11.The Resident Services Buildings is provided for in an "as is" condition. "As is"
means that the facility user may not remove or displace furniture and/or other
fixtures such as tables, chairs, etc. (collectively "fixtures") or add or bring in
additional fixtures not already provided, and therefore such fixtures must stay in
the same location as originally provided by the Property Manager; decorations on
walls, tables and other locations, may not be removed, displaced or covered up
in any way. If there are any questions regarding this rule, please contact the
Property Manager prior to use of the facility. The Property Manager has the right
to inspect the Resident Services Buildings while in use to ensure compliance with
this provision. Failure to comply with this provision, the event is subject to
immediate cancellation/revocation at the discretion of the Property Manager.
12.Tape, nails, tacks, putty, screws, staples, decals, powders, wax, paint, etc., are
not permitted in/on the walls, floors, ceilings or fixtures. Rice, birdseed, confetti,
glitter and similar materials may not be thrown inside or outside the facility. No
smoke/fog machines are allowed to be used. Music devices may be acceptable,
however, prior written approval is required.
13.All users of the facility shall be aware of the maximum occupancy of 104 and
enforce that it is not exceeded. Doors must remain unlocked during hours of use.
14. In addition to the House Rules and regulations governing the use of the
Resident Services Buildings, all users shall also comply with all applicable local
ordinances of the City of Palm Desert and state and federal laws. Failure to
comply with said rules may subject a user from entering the premises.
15.Facility users may not list the City of Palm Desert, its Redevelopment Agency, or
Housing Authority as a sponsor of the activity and may not list the Resident
Services Buildings phone number as the contact in any written materials
associated with any event. The Property Manager may require copies of all
promotional materials used in conjunction with the use of the facility. Failure to
comply with such a request may result in cancellation of the event.
16.Parking is not available on-site. All facility users will be required to make their
own provision for parking.
17.All users of facility shall be responsible for cleanup after each meeting. Tables
and chairs must be wiped clean after any event.
18.The City of Palm Desert, its Redevelopment Agency, and Housing Authority
assumes no legal responsibility and are not liable for personal injuries, thefts or
losses of private property while on or using the Resident Services Buildings and
associated facilities.
19.Facilities and equipment are to be left in the same condition as they were prior to
the event.
Management and Operations—Rental Units Effective 7-1-08
40
Administrative Plan Exhibit F
20.Violation of any of these rules by any user during occupancy shall be sufficient
cause for denying further use of the Resident Services Buildings facility to the
organization.
26. These House Rules are issued for specific use of the facility and for specific
hours and the premises must be vacated as scheduled.
27.Failure to observe any rules, regulations, and ordinances of the City of Palm
Desert may be sufficient cause for denying further use of the Resident Services
Buildings facility.
28.Fights, vandalism or unacceptable behavior occurring during an event shall
cause immediate cancellation of the event.
I, the undersigned, acknowledge that I have read all the rules listed above regarding the use of
the Resident Services Buildings and agree to abide by such rules and regulations as set forth by
the City of Palm Desert Housing Authority.
Print Name (Tenant)
Signature Date
Management and Operations— Rental Units Effective 7-1-08
41
Attachment to White Paper dated March 3, 2008
Administrative Plan
. �-pm rental agreement
co�.4rn
1. EFFECTIVE DATE A1VD PARTIE5:This agreanent was made and artered into this_day of .200
between RPM Compecry egent for (Heteafta callad"Owna")and (Haeafter jointly called"TeuenP'). Ottier occupants
none.
2. PREMISES:Owner egrees to leose to tenant the premises described as aparUnent N&parldng space N at , ,Ca.
3. OCCUPAIYCY: The premises shall be used only for residential pucposes and noc more tlian persons shall reside there at
unytitne.
4. '('Egbl APID RSNT:"It�e premises are to be occupied by tenant(s)for the term commencing`on . ,200 ,through
,Zpp ,at a lease teim rate of$ less UUlity allowance of S,N�rent S,payable tn ,ownet,delivered to the Apemnent
Me[�ega or any of our on-site management s�ff,at .,apaztrnent manager's o9"xe(or sach othgrplace or 24 haur drop box,where
appropriete,as owcer shell from time W time designate ia writing),during nocmal office houcs of�:? withoirt:�eductian or affset of
eny kind,in edvence and without demand in or before the fust day of each cale�udar month. Tvlenageqnent staf�cen be contacted at 760-
for any questions or concems.Tensnt shall pay rent for the fust full calendar manth at the time of exeCUqqn bf this lease.
A. If the te�of this lease does not begin on the E'irst of a calend�month or rnd on We last day of a c8lCtidnr month,the rettt for such
sl�all be pro-rated on the besis of a thiAy-day month. The pmaated tental from�e date of movo-in ta Uie fuet day of the following
month is S 0,ta be paid es move-in monies in the focm of a casY�ier's check OF inaney orda. Teoant's right�posse�ion is
expressly contingent upon the prompt payment of r�t,and the use of the prtpmises by tenant is obtamed only lijr the condition that
rent is paid on time. Owner requires ttmt all rent and ott�er sums due be paidiG:one monthly check rather theri'Tnultiple checics.
B. Rent is due and payable the firsc cala�dar day of each month.Any Plp�ie¢h made rtter the fint are eonsidered lata
In the event that the tenant does not provide the rental payment tn,ov�necby the fifttt,o[each month,as tequired,tec�ant agrees to
pay a late cherge of S 25 oa tl�e sixth a�an additional 55.00 per eactt sitli9equent day pf nionies outstending. 'Ibe maximum
penalty not to enceed S S%. The late charge will be applied ivhen any monkc are outststidlltg at tht cbse of busire�on the 5'"
catendar day of the monUi. All moaies paid after the closc ofbusiness oa ttje 5'�mu�be pAid With either money order or cashier's
check. Tenant undersfands and agroes that a payment of said late chazges;itt vo way constitutes a waiver by owner to any nghts
ttiet owner has to tecminate the tenancy acco�ding;to law.
C. Owna agtaes to accept,as payment of'the iq�t,pasonal�check,money order or cashier's check Should tenent presa�t a
check to owner,which dces not clear the bank for 8¢y teesoq teo�t mqsf�mediately�eplace the check with eitha money order
or a cas6ia's check. Such payment s}ull include 1hG 3 25.UO late charg�epil letuuiied check benk cherges of S 25.00 per check
Tenant must pay eny eddidonal or il�rther rent or othq chazge.�by either mo[tey`ocda�or cavhi�'s check. Tenant may r�establish
payment privileges if all moaies due aze paid on time for a pa'�Dilof twelve consectrtive montLs. No exceptious will be made
unlays tenant provides tbe ownes vvi�tl►.�etta&am tentinY s b�sllfting utat there was an aror on the bank's part,which caused
the taiant's check to be re0uned.Tbi$'td[er,ihust be aa o�jginal copy tviitten on benking instihrtion kttecfiead and signed by a
of�'icer of the bank or Savings and Loan,all vas`fiabCaby.tl�e owna:Only upon verification of said letter will the tenant be
authorized ro pay rent by other th�money nrder or ca§�iet',:a clteck
The Term�of thie rental agreemaat can be ammAed,modifled ar suppkmented only by a wrltten notice aigaed by both paRies.
Any purported oral a�a►dment,modification or"inppkment sh�ll be void.
5. DEPOSIT: TenetiCagrees•Eo,thepaymentoPtbefollowingdeposits:
A. Escrow DeposiC In addition t'o the sqid rmt payments,the lessee agrees to pey tbe sum of S ,hereiq as a escrow deposit.
The said deposit is to be tield by(�sor foc Ceitbficl perforn�ance after the tetms of this agrcement.FurU�er,the said deposit or
writtat statemait indicating the dispositiori;'isto be mailad az the tecmmatio�of the agceement,within 3 weeks of vacatmg the
jxriiiises less any rent,dazn9ges to the piemises,fixtures or fumishing,reasonable wear and tear excepted and less any other
'atnount due itttda the tertus di this agreemettt Escmw Deposit may not De ased as rent wlthoat the management'�wriurn
coment.
D. Pets:PUs of.eny;lt�k ere p ohl?i�l in the common ereas. Pets of any kind are pmhSbited on the premises or in the apartmrnt
boi�aovv�pitkiai'oiEvi�ji�n cansent of the owner,wluch may be revoked at any tune,with ceuse. If ta�ant plans tn acquire or bring
a reiv pel on the premities,it shap be repoita!immediately to the owna who can increase tt�e existing deposit as a condition for
owna's petmisson un�et this satioa Penaission is haeby givea to resident to maintain the following pd on the preinises
Pets neme . .Brced ,Color ,and Weight
Such pecmission'Ts3�considaation of aa additional deposit in the�ount of S 0,subjeet to do�ictions for cleaning and repair of
pet demeges and less aay other amount due under the tecros of this agreement.
6 REIYTAL INCENTIVE:
In the evmt tenent lias received a concession of rent ot any otkier compa�sation as am inducement to enta inW this agreemeut
for a certain lea�e tecm,tenant agrees to pay beck the ineentive prior to tenent vacating the premises if tenent tertninates his lcase prior
to the date of expuation,or defaults before the md of the lease tecm. The value of this incentive is S 0.
7. CUESTS:The written consent ot t6e ownar is requlred prior to the occupancy of the preml�es by any guau of tenaab for
continuous periads greater t6an 72 haars. If appmved 6y owner,such guests must obey the epartment house niles and policies oC the
owner. Failure by a guest fo abide by the iules and policies of owna will result in tem»nation of this cental agreetnent.
8. APARTMENT HOUSE RULES AND REGULATIOPIS:Tenant agiees to abide by all written niles now in efFect and as such nilas
may be amended. Such niles aze incotpocated herein as pett of the tams,covenants and conditions of tLis egreement. In the eveat of
revision oCsuch rules,teu�t will be notifind by the posting of such cevised tules in the office of the menager These iule.s,adopted by
�i�airot�i eta
Page 1 of 4
Attachment to White Paper dated March 3, 2008
Administrative Plan
owner,are for yoar well being as well as tbat of your fellow residaits. Owner,or ics agents,resecves the right to take whatever steps
tney be necessaty to�f'otce such rules and regulations. Any repeated violation of the following rules will be grounds for tenuination of
ttie rental agreement
A. NOLSE:Sound equipment should be opernted in a way thet does not distiub others. Ihis equipment is to include but is
not limited to staeos,lelevisions end motor vehicles. Vocal or inshvmental music,typing,pounding or otha noise i�prohibited if
the souud penetiates into other aperlcnents. Loud noise,boisterous play,nnuung on staus end slamming of doors aze prohibited.
These niles are in efFect at all ho�,howeva,the hours oC9:00 p.m.to 9:00 a.m.are considered quiet ho�us when any noise may
be paRiculsrly disdubing to otlters.
B. WATERBEDS: Watat�eds are not allowed in the apaztment unless written appmval has been given by lhe owner and U�e tenant
hes secured insu�snce caverage to pmtect against risk of loss or demage to the pcemises as the result of use of the watecbed on the
ptemise5. Tenmtt agrees to provide owner with a copy of the requu�ed insvrance coverage prior to the itisfallatian oCtuty waterfied
INSURANCE REQUIRED:YES❑ NO� INTIIALS PROOF PROVIDED
DATE
C. HOUSEKEEPING:Tenant is responsible for maintsining cleanliress on the patio�ea as tvell as enLyway. Howe
cleening tl�at might dishub othas should be done during normal waldng hovrs 9:00 am to 9:00 p,tny house cleaning may include,
but is not limited to,vacuuming and opecating other maja applimices such av dishwast�er,wast�or drye`. Teneni may not store
gerbage or items not intended for exterior expos�¢e on petio and fhe entryways are not for the piupose of stniage.
D. PLUMBING:ALL PLUMHING STOPPAGE IS Tf�RE3PONSIHII,iTY OF T[�6 TENANT. Rut grewe ddppings
in a conlainer and deposit ia t6e trash b(n. The`5cisinke�atn�'in the Idtch�sink is nof fl"gerbege"di�posal,rather it is an aid
to the disposition of amall food paRicles. Do not put fibrous a solid items in the insinkaatnr.`T�o nAt,p�it unsuitablc items ui
todets. Unsuitable iteros include but are not limitod to:sanitazy napkins,matches,cotton swabs or coetse peper.
E. DAMAGE Tenmt will be teqaired to pay for a�damage W the apartmeat or a�rartmtriE:rnmplez csuyed by the
tenrnt or thetr guesb negtlgrnce or wlllt�l rnnduct or miuonduct.
F. VEffiCLES:Repairs of any]tind to velucles ere not permitted.�the premises. Washing vehicks is;not pecmitted on the
prentis�s accept in areas designated by owner. Vehicles leela�g or d[ippuig'oi�;�Cind aze prohibited. Tenant Is iespoosible for the
clean up of any erea datnaged by oil fmm their guest's vehicles. Stornge of yefi�cJes,is protubited on the p�emises end will be
subject to Ww away et ow�r's e��enx. Storage to include,but notlimital to,vducks nat cuaently 1icaLsed,vehicles not in use
for a period aot to exceed sevea days or a vehicle cwt maintai¢@d'm o�sa�Ie conditiaai.'
G. VEftICLE PARIQPIG: In the event that temnt or,any of tenai�t`9 guest park e 4ehicle ip'a resaved covered carport
spece or a4signed gatage,other than that essigned to teuent ocperk in an u¢idc.4gnated parking space,the impcnperiy parked vehicle
will be Wwed WITHOUf NO'I'IFICATION,at the vehicle owuq's expeoae: It is tl�e tenant'aiesponsibility lo monitor�d control
temnY s perking spece.s for the'v piaposes. It is t�tenant's res�ieris�bility to uotify their guasts of the parking policy.Garages aze
for vehicle pazking only.Pasonal itans may be sOo[bd.in stocage cloiets;,if pmvided Storage of combustible,flammable or toxic
chemicals of any L�nd is stxicfly prohibitod anywhae"on the pnemise.c'iiuclndmg but not limitad to the eoclosed garage area
Managem�t,ownc and its'authorized agenfs are nqt iitypga�ble for peisont�l itans stored ILey are stoied at the sole risk of the
tenent.ModiGcatians oCany Icind are not penniCed to;the geiape or storege aR'�As:
H. SEC[JRITY:Ta�ants and guests are respo�ible fot,tAeir own safa{y. Every tenant is expxted to assist in crime
prevention. The owner mekes no,vrar�ty es to tbe pratision ftrc seetuity of t�euts or guests.
I. LOCK-0UT POLICY�'Tetiehfs am tesponsibte for meiil0aiining accesv h>their apaRment in the event the tenant loses,
misplaces or otherwise do�s not have dte key+s to:fheir apaijment ttue owner may allow entry into the aperhnent Tenant must
provide owna with picnne identificatioa or musE ofheitiitise satisfy owna af their identity. Dming nocmal business hours ten�t
may boaow a spare key from tk�e office and f4ilure to tef�ri�e key will cesult in a S25.00 fee,Afier nocmal business houes eenant
must contact officetluough the after hours ansaoering service or couctesy offica,if aveilabk,whcre keys hnve been previously
issued a 550.00 fee wil�be eharged to the rent ledger;aqd must be paid with the following months rent. If keys ere not available
with the owner,the taiazit must obtain a lock�nith�tAe tenent will be responsible for the paymmt to the locksmith,nonnalfy to
be paid ac the cime of enky. Ownec i,e noL responsibte for cenanc entry into che apaccmenc
9. AMEPIITY:AREA GIIIDELINF.�:4pazRn�t'etriarities may include but nnt timited co:Pool(s),Spe(s),Fitness Centers,Racquetball
Court(S),'Cfubfiouse,Saum(s). 'The following niles and regulations are designed to maximize your enjoyment of the amenity provided
on tLe p[er¢isea. Ta�entv are ca�ttioned regerding safety in the use of the amenitiev and need to be aware of the hezerds,which mey
resuIf from negligent beLavior. The-ow�ers,management and agents make no warranty regazding safety in tLe use of the�ncnities by
tenaNs.,A�tyliott�dt�$a.m.tq jU p.m. No food,dridc(including but not limited to alcohoGc beverages)or smoking are allowed
in auy IDcfiqp��maiity arm.:I�ailu�6o a�ete shicUy to the iules aud regulatioas is ackaowledged as grotmds for susp�sion of
priviiegp and possible trsn�at9tion of the tene�cy after service of a 3-day Notice to Quit
Tenants and gue,sGs swim md use the mneniry areav at their own risk and must comply with the following regulations:
l. Bevecages are pecmitted only around the pool erea,and then only in plastic containas.
2. No alcohol or food of any Idnd
3. No glass of any kind
4. Gue.cts arc limited to two(2)per apacunent and must be accompanied by the tenant at all times.
5. No resident or gucst under 1 S yea�s of ege allowed in the indaor athleric facilities.
6. No pets allowed.
7. No mming,pushing,shoving end/or roughhousing.
S. No music equipment allowed unlcqs pasonal eazphones are used.
9 The pool is opea for swimmu�g between the hours of 8 a.m.and 10 p.m.
10. Swimmers must weaz proper swimmmg attire,specifically designed for swimming. Cutoffs,T-shirts or
undergaements ere exerttples of impropa swimming attse.
11. All swimme[s 14 yeazs of age or uadc must be accompanied by the parental resident.
10. COlYD1TION OF APARTMENT,SURRENDER,DAMAGES:Tenant hes had the oppordmity ro inspect the apattm�t and
acknowledges that the apaztmrnt on the day of execution of this agreemwt is in good end habitable conditioq subject to euhibit A. As a
IpmIl0lAli pgloC�
Page 2 of 4
Attachment to White Paper dated March 3, 2008
Administrative Plan
pazt of the consideration for rental as stated above,teuant will keep and maintain the apartmcny appurteuances end pe�sonal property
belonging to lessor,in good,safe,sanitacy end operating condition during ttie tecros of this agreement Tenant shall 6e teapuns[bte for
payment for damages or�epnin uecesritated by t6e un�villful or negligent conduct of tenant's gueat Failure W psy damages
withln thirty(30)days will constitute terminaHon of lease.71�e tenent shall make peyment for tepeirs due to eny demages or injury
caused to the apertrnent by the ta�ent or�y ofher person who mey be m the apaz�ent T�ant shall,at the te[mu�ation of tfils
ugreement,without fiirther notice to qui�sucmider to owner the apecLnen�with all appuRenances and peisonal property belangmg to
owner in es good condition as when itupected on the date of execution of this agreement,with the reasouable weaz and tea�and dsmage
by the elcments axpected. Attached heceto as Exhibit A is the move-in inspection Repoit,a copy of which is hereby aclmowledged by
tenant. Tenant shall retum copy within 48 hauts of lease date W Insure corred disposiNoa of deposit at move-out
1 I. ALTERATIONS: Tenant shall make no elterations or undeRake redecoration without the prior written consent of the owner. No
screws,nails or other mataials sha4 be imbedded or aUached to the walls of the premises,accept for picture hooks. Own�shall make
or cause to be made�d stiall pay for.(1)all structural and mechanical repa'us provided the need for such repaics�e not caused by or
contributed to by the fault of the temctt,his guests,&iepds,egents,or employees�and(2)all cepairs requiYed 6y ordinery wear and tear.
Tenant shall be responsib{e for al!abnorma{wesr and tear. ,;,`
12. ASSIGNMENTI5iJBLETTING:Tenaat agrees not to truisfer or assign any mtaest in this agrt�a�t or the pcemises,nor to sublet the
apartma�t or any part thereoE No occupant other than those listed above shall reside in the ape�tittet}}: An accupeitt tcsiding in the
apartment in breach of this agmanart shall have na nght in ar to lhe aparhrient and the tenactcy mfly bC Cetmmated by ownec without
notice to any such occupant
13. UTILITIES: Tenant agrees to pay for all ufilibes including any deposits roquired except GAS,WA'I'ER,TRA3H,(i.e._water,sewage,
garbage)and to hold the owner 4etmless therefrom. Owner shell have no res�onsibiGty for the intenuption of utili[y.services fiut�istu�
by thitd parties.
14. LAWS:The law of the slate wherein the aparhnents are located shall govcu the interp[etnQon,validity,an�enforceme�t of this
agreement If any provision of this agreanent shtill be declered inv8lid or�xjfVtceable by a�owt of competeut jurisdiction,the validity
and enforceability of the mmaining provisioiu oF this agreement shall be atCected thereby. '
►5. QISPECTION: Owner or ib agent or agenb aha11 be allowed Eo,enter theapartment a�pmvided by atste law. Upon 23 houn
aotice,the owner msy enter to inspect the condition of the premileli i�udlot spp8ancp thereln. In the event of an emergency,
owner's�epresentative hu tbe right to enter the ap�rtment withoutpptice.
16. T&RMIlHATION: ThG tenaacy m4y be tertpinited by o�vuer or teitmt't as provided by strte law. Resident may
taminate this writta�rental egreement prior to the expiratiop ofthe-tam of Ihe sa�dtental egreemait by giving(30)days written nouce
of intent to vacate,and paying all rent due tluough thidy(30)days potice pertod Tn addition,a tennination fee equal to one month's
rait is due and payable in the form of a ceedie[s check or moa�ey order at time of mave-out,plus paying to owna the value of any rental
incentive received by the tenant(s)as pcev'toiiyty spec�ed in tbis kase."Tf tenant(s)Cail to pay said aznounts,owner or its agent shall
l�ave the tight to mter aztd tnke possession of the apm�tas pnovided!iy state law,uttd tensnt(s)shall be liable for payment of the full
raital for the entire tecm of the ta�ancy.
17. BARBEQUES: Tenant��re di�rnuraged from the use ofoutdoon coolcing grills on the premisa. Teaent acicnowledges and
astumes liabiliry for damsge or loss resulting from such use. Any use of a gri11 larger than 288 squere inchu is shictty Corbidden.
Tenant must dispose of ashea peupaiy.;It is stricUy prohiF}ited W dispose of ashes in the garbage confeiners
l8. LUIBII.PI'Y: The owner Lt'aof re�unsible for damage to any penonal property on the premi+e�. Property on the
pranises Shnll be at the risk of ibe beiiant Occupenf or owner of same shall in no event be liable for loss andlor damage of such
property;ifulcgs caused by negligmce of the owner. Tzaant shall be liable for any claiios of loss or damege to property,and injury or
deathto persons caused by[�eglig�tce of tetum�iris invitees or uninvitees occuRuig on the raited pcemises. Tenant assama all
t�wpomibWty tor auy and all propeRy of tenant or third perwps under teaant'�control,place storcd or lowted in the premba
ar ebt�►hene fa Qry2^oQad tl►e premi�es Teaant i�reapomible for Imunnm coverage for n►ch penonal property ln the event
that iric�.�oV6n1$�b=dah�d by teilant Onner i�not ro�pou�ible for tcnanti personal property,therefore,It is recommended by
owner e�at tenaet acquire�ter's in�urence
19. JOINT AND SEVERAL EIABILITY:All tenant(s)are joinUy and�everally Ilsbk fir all rent aud/or other�uma due to
punuant to thts sewta!agreement Said liability shall continue unlil all tec�ent(s)and offier occupants have vacated the premises,and
the pcemises have been cehuned to the owner.
20. MORTGAGE: Tlus agreement shall be subjec:t and subordinate at all times to the lien of exiting mortgages,deeds of tnut,and
finacxing statements upon leased propaty,and of mortgages,deads of vust md finencing statanents which hereafter may be made a
Gen on the leased property,and 6o any renewal,modifications,consolidatioq replacement and extensions of azry such existing ot fuUue
moitgeges,deeds of tnut and finencing statanents. Although no u�stnunmt or act on lhe pazt of the termat shall be oecessary lo
ef2ecmate such subordinnlion,tenant will,never�}�eless,execute end deliver such further insWments subordinating this agreemertt to the
lien of any such mortgages.Deeds of ttust,or 5nancial sfatements as may be desired by the mortgagce. Tenent hereby appoints ow�r
tus attomey in fac�i:revocably,to execute and delivec any such instnunent for tenanL
21. CONDEMNATIOPi: If the wfinle of the prope[ry on which the prentises are lacated,or such poRio¢tttaeof ac will make the propeity
and/or the premises wisuitable for the putposes herein leased,is sold under threat of condemnation or is condemned for any public use
or puspose by any legally constiluted authoriry,thai in either of such events this agreanent st�all cease and tecminate from time when
possessions taken by public authority end rental shall be accautted for between owner and the tenant at the date of the surrendc of
�ii oiaz r¢�or�
Page 3 of 4
Attachment to White Paper dated March 3, 2008
Administrative Plan
possession. Teaant shull have no claim against ownzr or the condanning authoriry for the unexplored t�tm of this agreement.
22. GENERAL PROVISIONS: All tem�s,covrnants and conditions haein ere binding upon inure to the benefit of the heus,execumrs
and assigns of owna and tenent This agraement constitutes the entire agreement betweai the pazties and racites the entue
considecatian of the perties,actd no repcese[ilation or ocal agreement not described in writing and no oral evidence may be offered tn
support such claQn having been made by either paRy or their agectts. Faihae by owner lo enfo�ce the provision herein in regard to any
breach of any tams,coveamits or coudition of dus agreanent shell not ca�stitute a waiver of the future right to enforce such provisions.
23. ATTORNEY'S FEE AND COSTS:Tenant xknowledges that if eny legal action or proceeding tn enforce tLe tem�s of this egreemait
is necessacy.The prevailittg perty in such ection is entiUed to recovery of a reasonable attomey fee and costs of such action in addition
to all other emounts owed,to the extent authorized by state law.
24. RENTAL APPLICATION:Atlached hereto as Exlubit B is a tental application executed by tenants�mder the penalty of
pecjury. In the events that any infom�ation upon teoenYs rental application is inwnect or is unverifiable'slich incoffect infocmation will
wnstitute a mataial and memedisble breach ot this rental agreement as tt�e accuracy of such infocmetion is a condition precedent to
tenanYs entitlement to the beneGts of this agreement,and Ihe owner may evict after service of a 3 dayj catice to quit It is the
responsibility of the tenant to update owner regarding any changes of the infocmation on the apElicAtion,especia(i�t anployment
information.
25. NOTICE TO VACATE:Owner and tenant agree that the leasehold will te�mutate on the atioqtsfated date only upon written
nolice from eitha perty thiity(30)days prior to said teimination date. If tenant fails to serve such notice ott fesaor,the partib agree to
continue the tenency month to month,subject to month to month additional rent of 525.00,subject to tha rig}iEof:perties to`negotiate
egreemenb agreeable to both Lessor egraes to serve notice on t�attt of eny p�iojfq.ged revision in renial paymafY�;tL"uty(30)days prior
to the effective date of such a change. If a�ry personal pmpe[ty belonging tathe Uai�pt is lefi in the ape�ment ar thekeys are not
retumed,the fonner tenimt is deemed in control of Ute epartrnent and tl�etefore sulijeqt in rent fiability until the keys are ieturned anci the
petsonal p[opecry is rcnoved. State law provida that r raident hold�g over sfter oodce date u given.G liable tor tdple rent for
each day he holds the aparhnent beyand the date given.
26. NOTICE Megan'�Law: The Califomia DeparhnenCqf:Juscice,sheriH's departmeut4;Ep(iae depaRments saving
jucisdictioas of 200,000 or mae,and many otha local law enforcattqtt authorities maintnin for public acccvs a dafabese of the locations
of pasong required to register pursuaztt to pazagraph(1)of subdivision�,a)ot`$ection 290.4 of t�Peoal Code. ILe detebese is updaud
on a quarterly basis and a source of infocmation a6out thepcesence af thesg tpdividuels in any neighbochooei. "{1se DepecUna�t of Justice
also meintains a Scx Offenda Idrntification Ime ttuough whi¢h inquires abou[individuals may be made. This is a"900"teleplwre
servica Callers must l�ave specific information about individual�they are cheo�ng o4 Infonnation regarding�ighbotfioods is not
aveilable through the"900"telephone service.
27. NOTICE TO TENAfYT:Do not sign this agrean�t or any"�ttached hereto if thae are airy blank spaces or incomplete
sentences. By execution of fliis recual agti�.etneiikta�ant acVmocvledgcx iiCeip4 of a completsly filled in rrntnl agreement and nttachments
as sd forth in this rattal agreement
Subject to the ebove stated tams. Owna heteby_aclaiowledges�eceipt of the above statan�t arnoun�and in consideration thaeof,
rents to the abov�named tenant(whether o�or ntore)and te�if:hereby takes from owuec,the apaztment described above to be used
by tmant as a lawful resideat upon the tams haei�iul�ove set foRh,each of which are covenants as well a conditions.
IN WI'INESS WF�REOF.th�paciies hereto have ei�eeuted this egeanr,nt as of tt�e date and year first written above at ,
CA. '
Owner's AgeaE Tenaot ar Occupant
�n oimx etaota ,
Page 4 of 4
Attachment to White Paper dated March 3, 2008
Administrative Plan
rpm
�o��
ADDENDUMS TO THERENTAL AGREEMENT
This agreemendaddendum to the rental agreement,entered into this_day of ,200 ,by and
between ,Owner and ,Resident concerning the premises known as Apartment# at
,CA
l. CRIME/DRUG FREE HOUSING
In consideration of the e�cecution or rec�ewal of a lease of the dwelling unit identifiedi0 the lease,Oa�ner and
Resident agree as follows:
Resident,azry member of the tesident's household,or a guest orofher person under the residen['s,�ontml;
a. Shall not engage in criminal activity,including dnig-related criminal activity,on or near project premises.
"Dmg-related criminal activity"means the illegal manufa�hiiing,sale,or use of 8 controlled substa�e(as
defic�ed in section 102 of the Contiolled S�b9t�iifC�'.Act(21 GT;S;G.802)),
b. Skiall not engage in any criminai activity,`includiiig diug-related ctiminal activify,on or near project
premises.
c. Will not pernut the dwelling unit to be ustd for,or tofacilitate,criminal;l�ctiviry,iacluding,but not limited
to,dcug-related activity,►egardless of whedlei.the individual engaging in such activity is a member of the
household or a guest
d. Will not e�gage in the manufa�turing,sale or dista'bution of illegal dtugs at any location,whether on or
near project premises or otherwise:'
e. Shall not engage in acts of violeriCe or threats of viole�e;including,but not limited to,the unlawful
discharge of fiieanns,on or near t7te proJeef premises. �
f. VIOLATION:OF;TF�ABOVE P1tOVISIf7N,$SHALL BE MATERIAL VIOLATION OF Tf�LEASE
AND G'OOD��A�i�EF'UR.TERMINATION'O�'TENANCY. A singie violation of any of the provisions
of Uvs addentum sball Tre deg[ued,a s�rious viotation az�d a material NONC[IRABLE,bceach of the lease.
Unless othernise provi�ied by 7aw;pz+odf of violation shall not require criminal comiction,but shall be by a
prepondetance of the evidence.
g. In,nase of conflict between fhe provisions of this addenclum and ury other provisioas of the lease,the
provisidns of the adde�rlum shall govem.
h Th�s Lease'tEdidendum is incocpotated into the lease executed or renewed this day between Owner and
Resid¢nL ,
2. ' EJSE OF PATIOBALCONIES
It is hereby agreed between the Owner,hereafter refeired to as lessor and the�mdecsig�ed,hereaRer rcferred to as
lesseG(spa,s.Pouows`.,
a. As Uidre is a fence suirou�ing the patio or balcony area of tl�e leased premises,the placing or storage of
azry i[ems,or hanging of clothing on the patio or balcony azea,would seriously detiact from the appearat�ce
of tlie complex and tLetefore is prohibited.
b. `' --I:essee(s)shall not at any time shake or hang fmm the windows,doors,patio or balcony aitas,any linens
such as tLe following:
Clothing,Bedding,Curtains,Rugs,Mops,or items of any nature
c. Lessee(s)shall�t keep,place or stoee iteau of any type,other than plants or ba�becue equipment on or
about the pado or balcoiry area for any penod of time.Plants should be presentable and not placed on
railings,which can cause premature deterioration of the railings.
d. L,essee(s)shall not display or hang signs,advertisemeats,notices,flags,banners,or any decorative items on
ihe patio or balcony.
e. At no time should there be any alterations icecluding exterior shades,divide�s,lattice,screening,etc.
�pm I I�IINI Id5
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Administrative Plan
f. At no time should there be any interior or exterior window coverings other than the standard blinds and
draperies. No towels,blankets,foil,etc.hanging in the windows.
g. Lessee(s)shall not throw cigazette butts off the patio,balco�or anywhere on the premises. Must use
appropriate dispenser for ashes and cigarette butts.
h. L,essee(s)shall not stoce trash outside their door areas,must use provided uash receptacles.
3. SMOKE DETECTOR/ALARM AGREEMENT
The Preuuses is equipped with a smoke detectodalarm.Resident agrees,as further co�ideration for the rental of the
Premises,as foflows:
Resident will be res}bnsble for testing the smoke alaim by pushing thc"TesP'button on the detector for five
seco�s.It is reoommended that you test the detector/alazm weekly. The alarm 3hould sounci when the button is
pushed. If there is no sound,Resident ahaU inform Owner or Aat6orized Ageut immediatety iu wriUng.
By initialing as provided,Resident understands tl�at the smoke detector/alatm 4s battery operated and agrees
that it is the Resident's nspoasibiliry to ensue�that the battery is in operating condition"8f all times. if aHcr
replaciug t6e battery,the smoke detectorJalarm will not operate,Residmt will inform O,wner or,authorizeJ
Ageut immediately in writiug.
4. MAINTEPiANCE AUTHORIZATION
_By initialing as provided,Resident usdeistaads and aUqws our milinte�nance seat�'to entec lheir apartmen►to
perform maintenance mquests,in the event they.a;e not at home:
By initialing as pmvided,Resident undersfands ac�d pcefers that our m��+�e staff NOT enter their
apamnent tn perform maintenance requess,in the evenl they ate not home.It is also understood that the maintenance
hours are Monday through Friday,bet�veen 9:00 am ud 5:00 p.m.and tLat nn appoinm�ents can be scheduled after
hours.Any cmergg�ies.such as loss of power or flood.wilibe taken cace of via the after hours call back number.
In the event of�epeated maintenance issue�(�c..uncloggmg items from toilets and disposals,torn scceens,
etc...)Resident is subject to maintena�e and replacement cost.
5. RENTER'S INSURANCE�� �
L.essor strongly�ecommends tliat.�essee maimain.(at lessee's sole expense)a standard type of Re�Rer's Homeowner
InsucaQce golicy,or its equivalen�aritich provides limits of liabiliry adequate tn protect lessor's and other resident's
property,a5 iyell as lessee's personal p�operty from loss by fire,burglary,water and other perils. It is understaod
tLat in the abse�e;of.such insurance the tessee,in the event of fire or otl�erperils outside of lessor's contmt,could
incur a substantial financial;bw(den
L.essee hcceby releases from any,and all claims for damages or loss to lessa's personal property in,oq or about the
" piemises that aze c�used by or resuk from risks which are or would be incureed under the insuranco dtscribed above,
and hereby waives acry and all rights of cecovery and rights of subrogadon agaimt lessor in connection with a�ry
damage or claim whlch is or would be coverod by such insurance except for damage resulting from the negligem
r;_ ;�cts.of k,ssQr,
IlWe wi11 be obtaining renter's insvrance from:
Cacrier&Agent:
U�iJe'will NOT be obtaining renter's insurance and will be personally�esponsibie in accordance with above
addendum.
6. LEAD PAINT WARNING STATEMENT
Housing built before 1978 may contain lead-based paint Lead from paint,paint chips and�st can pose health
hazards if not taken caze of property. Lead exposure is especially hannful to young childron and piegnant women.
Before�e�rting pre-1978 housing,landlords must disclose the prese�e of Icnown lead-based paint and lead-based
paint hazazds in the dwelling. Residents must also ceceive a federaliy approved pamphlet on lead poisoning
prevention
L,essor's Disctosure:
��i,ii�oi iors
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Administrative Plan
a. Presence of lead-based paint or lead-based paint hazards(check one below)
❑ Known lead-based paznt and/or lead-based paint ha-rards are presem in the tiousing(explain)
❑ Lessor tias NO knowledge of lead-based paint and/or lead-based paint hazards in the housing.
b. Records and reports available to the lessor(check one below)
❑ Lessor has provided the lessee with all available records pectaining to lead-based paint azd/or
lead-based paint hazatds in the housing(list documenis below)
� Lessor has NO reporis or records pe�taining to lead-based paint and/or lead-based paint hazards in
the housing.
7. "lYORMAL WEAR AND TEAR"
It is the interpretarion of the concept of"TTomal weaz and Teaf'tLat dirt is�TOT imcluded as notmal weaz and teaz.
The apartment wa�clean and sanitized prior to your occupancy and therefore,it'tvilt;,be the:resident's co5t to retum
the apaztment to that condirion. ANY AND ALL CLEANING AND SAN1T'IZINC`iYJ�'Ti�APAR'ITvI��T AS
SOLELY DbTERMINED BY TI-IE LANDLORD.WQ.L 6E AT 1'E�SOLE EXPENSE:9F'IHE[tES@ENf.
"Nom�al wear and tear"will generally include the gradual deteriot'ation of carpeting,drapeiy�waterial,appliauces,
fixtums acd painting.
g. APPLIANCE AGREEMENT
• Tenant agrees to pay the sum of S 0 per montt�for ihe renta(of appliai�ce as descnbed below.
. Washer Serial# Dryer Serial#
• Refrigerator Sedal# Other
Appliance described stiall be placed in apartment fi t�}�"I:essor and shall remain in said apaztment until such time as
there is a mutual agreement betwcen Tenanta�Lessor foxl.sssor to remove the appliance. Airy change in tlus
Agrcement requires thiriy(30)days wriften notice and coasont by Lessor.
Tenant is responsible to maintain washer and drye[anii in reasouable condition in eegarcls to cleanliness and
operabiliry.
Under no ci�umstance is Tenanf#o'rertmve appfiance from the apartment onted in this Agreement. Remova1 of
umts from apaztment by tenatit will constitiite tgplacettlent in the amount of S payable to lessor by demand.
Lessor mainMins the right to enter�pqrU�nt for the purpose of inspeclion and imentory as described in Rental
Agreemen[:_,
Lessor ma�nrainc��g���ct from the escrow Deposit described in Rental Agreement a�ry amounts necessary
to repair or replace apptience ilintiaged by tenant
9. 5hTELLIT'E DIS$AND ANTENNA ADDEPiDUM
Undexnil�s of the Federal Communicatian Commission(FCC),you as our resident Uave a liauted right to install a
,satellite disb(or receiving antenna within the leased premises. WE as a cental housing owner are allowed ta impose
etasonatile ieSttictions to such icutallatioa You aze nequired to comply with tt�e.se restrictions as a condition of
installing such:tquiQment This addendum cantainz the�estrictioas that yau and we agee to follow.
1. - Npuiber and aize. You may install only one satellite dish or antenna within the premises that are leased to
you for your exclusive use. A satellite dish may not exceed 24 inches in diameter. An antenna or dish may
receive buy mt uansmit signals.
2. Locatioa Location of tbe satellite dish or antenna is limited to(I)inside your dwelling,or(2)in an area
outside your dwelling such as a balco�,pafio,yard,etc. of which you have exclusive use under your
lease. Installation is i»t permitted on any pazking area,toof,exterior wa11,window,windowsill,fence or
common area,or in an area that other residents are allowed to use. A satellite dish or antenna may not
provude beyond the vertical and hotizontal space tltat is leased to you for your exclusive use.
3. Safety and non-interfereuce. Your installadon:(1)must comply with reasonable safety standards;(2)
may not interfere with our cable,telephone or electrical systems,or tLose of�ighboring properties;(3)
may not be connected to our telecommunication systems;a�l(4)may not be connected to our electrical
�iia uroi 3ors
Page 3 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
system except by plugging into a 110-volt duplex receptacle. The satellite dish or antenna is permitted only
on your balcocry or patio az�d must be safely secured by;(1)securely attaching it to a portable,heavy object
such as a small slab of concrete;(2)any othet methnd approved by the Management Company. No other
methods are allowed. We may require reasonable screening of the satellite dish or antenna by plants,etc.,
so long as it does not impair ceception.
4. Signal transmi�sion from ezterior dish or auteana to interior of dweDing. You may not damage or
atter the leased premises and may not drill holes ttuough outside walls,door jams,windowsill,etc. If your
satellite dish or antenna is installed outside your living area(on balco�ry,patio or yazd of which you have
exclusive use uirler your lease),sigaals teceived by your satellite dish or antenna may be haasmitted to the
interior of your dwelling only by:(1)numing a"flat"cable under a door jam or Window sill in a roanner
that dces not physically alter the premises a�d does mt interfere with prope;ojieration of the door or
window;(2)running a uaditional or flat cable through a pre-existing hole in the wall(that will not need to
be enlarged to accommodate the cable);(3)conrecting cable"thtough�window pane"similar to how an
e�ctemal car antenna for a cellular phore can be connected to inside.wliing.by a device'glued w eitber side
of the window—without drilling a hole through the window;(4)wiceless tr2nnnission of the signal to a
device insidC the dwelling;or(5)any other method approved by us.
5. Workmaashlp. For safety puiposes,you must obfain our approval of(1)stieng#h and type of qiaterials ro
be used for installation,and(2)the person or compaay wfio will ped'ocm the insta1G31ioa A qualified
peison or company that has worker's compensation in�sitracxe and adequate pub(ic lia�.�n�,*a„�musc
do installation. Our approval will�t be unneasona6ty�held. You must obtain any�permits tequired by
the city for the iiutallation and comply with azry applicaE>�e City ordinances.
6. Maiutenance. You wilt have the sole respon,sibalit}r for maiiif8ining your satelli�dish or antenna and all
celated equipment. We may temporarity reu�ove tle�s�tellite disb,or antenna if'�ecessary to make repairs to
the building.
7. Removal and damagea. You must iemove,the sateltite dish or anteimaanid all related equipment when
you move out of the dwelling. You must pay for aziy damages azid for�he oost of�epaics or repainting
which may be reasonably aec;essary to restore Eh�IeSsed premises ro tts condition prior to the installation of
your satelli�e dish or antenna and:celated equipitient
8. Liabifity insurance and indemriity. You are CuIIy�esponsible for the satellite dish or antenna and celated
equipmeot. Prior to installation,:Xon mast provide us wifY►eJidence of liabilily insuranc;e to protect us
against claims of peisonal injury and pivpe�ty damage tu.otheis related to your satellite dish,antenna or
celated equipmmu. The insnranco coveia�e must be�less that 52,000(which is an amount ieasonably
detemwied bp nsto gGootpp(ish thatpu�pose�;�id nnist�emain in foroe while the satellite dish or antenna
remains installed. You agt�to�defetitl,indemn'ti'y and hold us harmless from the above claims by othees.
9• Damages.An addi�io�l deposit af$100.00 is requiied to cover damages that you wal be solcty
�esponsible for,all ispaic costs,damag�s#or failuie to cemove the satellite dish or anteana and celated
equipment at time of move•qut will be charged to your deposit accoun�
10. When y"op may begin installaiioa: You may start installation of your satellite dish or antenna only after
you have:(1)-Si�,,ttds addendum;(2)provided us with written evidence of the liability i���*a�-e
refeiieEi to in paf2�gr�sli&ofYhis addendum;(3)paid us the additional security deposit cefeaed to in
paragiaph 4;8nd(4)reccived our written approval of the instatlacion materials and the person or compazry
who will do the iastallation.
10. MOLD NOTIFICATION
� �It`B our�goaL�`to maintain the hig}�est quai{ty living em�iroiuoent for our cesidents. Therefore know that RPM
Company,ageid for .has inspec,-ted the unit prior to Iease and kiaws of ao damp or wet building materials and
knows of m piold or mildew contaminalioa Residerrt is heceby �tified that mold, however can gcow if the
pi'emises,2e�not propedy maintai�d or��entilated. If moishne is allowed to accumulate in the unit,it can cause
mildew and mold to grow. It is ia�portant ttiat residenu regulady atlow air to cinvlate in the apartment. It is also
im�wctant that cesidents keep the interior of the unit clean and t6at they promptly�tify RPM Company,agent for
of azry leaks,moistuce problems,and/or mold growth
Resident agrees to maintain the premises in a maiuier that prevents the occuRence of an infestation of mold or
mildew in the premises. Resident agrees to uphold this responsibility in pazt by complying with the following list of
�esponsibilities:
���,���o�<ors �' Resident agrees to keep the unit free of dut and debris that can tiaibor mold.
Page 4 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
2. Resident agrees to imaeediately report to RPM Company,agent for any water intmsion,such as
plumbing leaks,dcips,or"sweating"pipes.
3. Resident agrees to notify RPM Company,agent for of overflows from bathroom,kitchen,or unit
lauMry facilities,especially in cases where the overflow may have pemieated walls or cabinets.
4. Resident agrees to report to RPM Compa►ry,agent for any significant motd growth on surfaces
iaside the pcemises.
5. Resident agrees to allow RPM Company,agent for to enter the unit to inspect and make necessary
repaiis.
6. Resident agrees to use bathroom fans whilc st�nwering or baUting and;fA tepoct to RPM Company,agent for
any non-working fan.
7. Resident agrees to use exhaust fans wheuever cooking,dish-washing,or cleapi�g.
8. Resident agrees to use all reasonable care to close all wuidows and other openings in ttie premises to
prevent outdoor water from penetrating into the intetiqi unit.
9. Residert ag�ees to clean and dry any visible moisture ori windows,walls,and otl►er surfaces,inctuding
personal property,as soon as�easonably possible-,(Note:Mo4d.can grow on damp surfaces within 24 to 48
hours.)
10. Residem agrees to�tify RPM Couipany;.agent for of any pro6letus�witli the air conditioning or
heating systems fliat are discovered by the tesident
11. Resident agrees to i�demnify an�hold tiarmless�2PM Company,agent for from any actioas,claims,
losses,damages,and expenses;itl�liiding,but aot timi�ecl to,attnmeys'fees that the RPM Company,agent
for may sustain or incur as a�salt of the negligeaCe of the resideiu or any guest or other pecson living
iq occupying,or using the p�emises.
IN WITNESS WHEREOF thepatties heceto have execu4ed this ag�eemenUaddendum as of the date and year first
written above at.
Owoer's Agent TenanUOccupant
tpmll�IIAI SufS .
Page 5 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
HOUSEHOLD INCOME CERTIFICATION MovelneDetee
(M/D/YYW)
❑ Initial Certification C Recertification G Other
Property name:
Address: Unit No. # Bedrooms:
Pursuant to e Housinq Agreement with the City of Palm Desert.Pelm Desert Redevelopment Agency,a lhe Housing Authaity,Progrem Eligibility
end Affordedliry veriflcetians for Low end Motlerete Incame Househdds s�all be perfarmed es required by Ttle 25 subject to elipiGlity verillcatim
procedures end requiremenls described therein, antl as emended fram tlme ta time. The tollawing outlines how ennual mcane is celculetetl to
detertnlne hausehdd income elipibility,which Is required priar to the househdd residlnp in an a}fadaWe houslnp unit end every yeer thereaRer for the
campliance period
The follawing questions will essist you in campleting the HOUSEHOLD INCOME CERTIFICATION When enswering Ihe questions answer'Yes'if
any of the infortnation requested or income source pertains to eny tenant,co-tenant,or adult individual member d the househdd(individuals 18
yeers and oWer)dunng the 12 mmths fdlowing the date of the certificatim a recertificelion.
YES NO INCOME INFORMATION MONTHLY GROSS INCOME
(all sauces aie to De Ohcbsetl Oelow unless otF/dwlse e�rcWtletl Dy TIUe YS SetXbn)
I/we am seff employed (List nature of self employment) (use nP income from
Li U business)
$
L.I ❑ IMe have a job and receive wages,salary,overtime pay,commissbns,fees, (use ra oss income;amount
tips,bonuses,andlor other compensation:List the businesses and/or before any pay deductions)
companies that pay you:
Name of Employer;
�) $
TOTAL INCOME(BOX A) S
[,' �] Ilwe receive periodic social securiry payments. $
I I �I ��we receive Suppiemental Security Income(SSI) $
TOTAL INCOME(BOX B) $
C ,l I/we receive cash contributions of gifts'including rent or udlity payments,on an
ongoing basis from persons not living with me/us. $
Ilwe receive Public Assistance Inoome
❑ ❑ Other S
�'�t'JSC I�S:
TOTAL INCOME(BOX C) $
❑ Q I/we receive unemployment benefits. $
n I.� Ilwe receive Veteran's Administration.GI Bill,or Natbnal Guard/Military
benefits/i ncome $
n n The household receives unearned income from family members age 17 or
under(example Social Security,foster care,etc) $
❑ I 1 I/we receive periodic disability or death benefits other than Social Security $
� iJ I/vNe am entitled to receive child support payments,but am not currently
receiving payments.
I] U Ilwe am currently receNing child support payments.
if yes,trom how many persons do you receive support? g
L f] il�n,e receive alimony/spousal support payments S
� r I/we receive periodic payments from trusts,annuities,inheritance,retirement
funds or pensions,insurance policies,wvrkers compensation and severance,
interest and dividends,orlottery winnings
If yes,list sources: $
�)
i_� � Uwe receive income from rental,real or personal property. S
Page 1 of 3
Attachment to White Paper dated March 3, 2008
Administrative Plan
HOUSEHOLD INCOME CERTIFICATION
Page 2 of 3
�, -� Any other income? Describe source: $
TOTAL INCOME(BOX O)�
YES NO ASSET INFORMATION CASH VALUE
0 G Ilwe have a checking account
If yes,list bank
5
1)
G r I/we have a savings account
If yes,list bank
1) $
f.l �] Il�r,e have a revocable trust
If yes,list bank
1) S
L �- V»e own real estate:
If yes,provide description
$
C C I/�ne ovm stocks,bonds,or Treasury Bills
If yes,list sources�bank names
1) $
n U UN,e have Certrficates of Deposd(CD)or Money Market Account
If yes,list sources�bank names
�) S
� � I/N,e have an IRA/Lump Sum Pension/Keogh AccounU401K.
If yes,list bank
�) $
C] I I I/we have a whole I'rfe insurance policy.
If yes,how many policies 5
r �- I/v�e have disposed of assets(i e.gave away money/assets)for less than the
tair market value in the past 2 years
If yes,list items and date disposed
�) $
Ilw.e receive other forms of capital investments.
�' �—� If yes,describe source �
YES NO STUDENT STATUS
� � Does the household consist of persons who are all full-time students
(Euamples College/UnNers�ry,trade school,etc)
� r� Is student receiving financial aid(public or private,not including student bans) S
� J Is student married and filing a joint tax return
� � Is student a single parent with a dependent child or children and neither you
nor your child(ren)are dependent of another indNidual
TOTAL INCOME(BOX F) $
Page 2 of 3
Attachment to White Paper dated March 3, 2008
Administrative Plan
HOUSEHOLD INCOME CERTIFICATION
Page 3 of 3
PART I-HOUSEHOLD COMPOSITION
HH Lest Name First Name&luiddle Relationshlp to Date of Blrth F!T Studmt Sociel Secunry
Mbr# Inftiel Heatl M Hwsehdd (M/D/YYW) (Y or N) (Voluntary)
Spl(
TOTAL HOUSENOLD MEMBERS: ll
PART II—GROSS ANNUAL INCOME(USE ANNUAL AMOUNTS)
HH �A) (8) (C) (�)
Mbr 1! Employment or Wages Social Secunty/Pensions Public Assistance Other Incane
1.
Atld totels 6om(A)throug�(D),abwe TOTAL INCOME: (E)
PART III-INCOME FROM ASSETS
HH (FI (G) (H) (1)
Mbr# Type of Asset CA Cesh Velue of Asset Mnuel Income from Asset
ALL 55000 Asset Warver
TOTALS:
En[er Cdumn(H)Totel
If over 55,000 _ S0.00 X 2.00°k (Pessbook Rete) = Imputed Incane (J)
Enter the great of the tdal of cdumn(1).a imputed Incane(J) TOTAL INCOME FROM ASSETS: (K)
To[al Mnual Household Income hom all Sources[Add(E)�(Kp: (L)
HOUSEHOLD CERTIFICATION 8 SIGNATURES
The informehan on this form will be used to determine maximum incame eligibility 1/we have provided each person(s)set(orth in Pert I acceptable
verificetion of current entidpated annual income.Ilwe egree to notiy the lendlord immedietely upon eny member of Ihe hase�dd moving out of
the unR a eny new member moving in.Ilwe agree to ndify the landlad immedietely upon any member becoming e full-t�me student
Under penalty oi peryury ot the lews of t�e Stete of Celifomie.I/we certify thet Me informatim presentetl in the Certificetion is true end eccurete to
the best W my/our knowledpe and belief The undersigned further understentls Ihat providing false representatlons�erein constitutes an act of
heud.Felse,misleeding a incomplete information mey result in the termnetiw oi the leese egreement.
S�gnaWre (Date) Signeture (Dete)
Signeture (Dete) Signeture (Dete)
Page 3 of 3
Attachment to White Paper dated March 3, 2008
Administrative Plan
� , • . /%�I'UU/
. � ,��7��1'rulE
. �P/�/�/
RESOLUTION NO. NA-22
' A RESOLUTION OF THE PALM DESERT HOUSING
! AUTH�RITY APPROVING OCCUPANCY STANDARDS FOR
THE ALLOCATION OF RESIDENTIAL UNITS OPERATED BY
THE AUTHORITY ,
NOW, THEREFORE, THE PALM DESERT HOUSING AUTHORITY
HEREBY FINDS,DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Sectbn 1. The Palm Desert Housing Authority (the "Authorit�')
operates a signficant number of residential units (the "Authority Unifs"} in the
City of Palm Desert, Califomia for the Palm Dese�t Redevelopment Agency
('Agency"), which it leases to qualified families as part of the Agencys Low and
Moderate Income Housing Program (the 'Program") pursuant to the Community
Redevetopment Law of Calffomia.
Section 2. The Authority wishes to prevent Authority Units from
becoming overcrowded in violafion of the Uniform Housing Code as adopted by
Califomia Health a�d Safety Code §17922 as additional residents move in ar
families become too large for their existing apartments. Such overcxowding can
, pose a threat to tbe health and safety of residents, lead to parking and traffic
1 congesiion, overburden waste and sewer disposal systems anci increase the •
financial burden on and other public use facilities in the City.
Section 3. In addition, the Authority has a limited budget for the
Program, As a result, the Authority does not want to waste resources or
underutilize Authority Units by placing families in larger Authority Units than are
necessary.
Se ' n 4. The Authority wishes to adopt a policy that establishes
standarcfs for the allocation of all Authority Units in the Program in order to allow
the Authority to prever�t overorowding and to minimize underutil'ization in the
leasing of Authority Units that are too large or too small for the contemplated
families.
Section 5_ The policy will be applied as Authorfty Units are allocated to
new tenants and to exis6ng tenants as their leases expire if they seek new
leases.
Section 6. The Authority hereby approves the "Policy on Occupancy
Standarcls for the Allocation of Agency Units" attached hereto as Exhibit A and
6'�RDAWaro NunNYPDATAyrtnoreW�fo40on—POHA Ote ShE.00C
Page 1 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
• � RESOLUTION NO. _A-22 ,
incorporated herein by this reference, and the Executive Director of the Authority
is hereby authorized and directed, for and in the name and on behalf of the
Authorify.to undertake such actions as he or she deems necessary to implement
the Aliocation Standarcis for purchasers and new tenants,and existing tenants as
their existlng leases expire and they seek new lease tertns.
PASSEO, APPROVED and ADOPTED this 23fd day of October, 2003, by
the following vote to wit:
AYES: �'�s, REi-LY, SPIEGEL, BENSON
NOES: t�ot�e .
ABSENT: �'�s�
ABSTAIN: ��
� �
n .Benson, Chairperson
ATTEST:
i
achelle D. C{assen,Secretary '
c.wa�uwN,e�nwPo�Tny�..waaw�-Po�a o�saw ooc
Page 2 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
. EXHIBIT TO RESOLUTION gn-22
POLICY ON OCCUPANCY STANDARD3
� FOR TNE ALLOCATION OF AGENCY UNITS
1. Puroase. The purpose of this policy is to estaWlsh pr(orities fo�fhe allocafion of residential units
owned by fhe Redeveiopment Agency of the City of Patm Desert (the "Agency'j and sold or Ieased, by the
Agency or the Palm Desert Housing Authority("Authority'), as pa�t of the Agencys Low and Moderate Incorne
Housing Program(the"Program'�in order to minimtze underuWiration and overcrowding of such units In vlolaUon
of the Unfform Housing Code and to prevent'the waste of scarce affordable housing resources which resufls when
units are allocated lhat are too large or too small for the famdy of the tenanL
2. Definitians. For the purpose ot thls policy,the following definitions shall be used:
a. "Agency Unifs"means the units sold or leased by the AQency as part of its Program pursuant
to the Community Redevelapment Law of the State of Califomia('Redevelopment LavJ').
b. "Authority Units"means the units leased and operated by the Authority for the beneftt af the
Agency.
c. "Eligible Famdies'means families whose totat househdd income dces rtot exceed the limits
establ'�shed for the Program and Redevelopment Law for fam8ies of very low, low and
moderate income,adjusted for famiy size.
� d. "Executive Director'shall mean tl�e Executive Director of the Agency,or his or her designee.
e. "Household'shall mean She total number of Persons defined'm 2.g.
f. "Housing Commisslan'shall mean the Palm Desert Housing Commission establtshed by the
' City Council on January 8,'l998 by Ord'mance No.861.
g. "Person'means(i)every person with satisfactory ida�tiFication,regardless of age,who Is an
fntended resident acwpant of an Agency Unit durkig the lease term,induding minor children
whose parent or legal guard'ran has couR-awarded physicai custody of at least 5096 and (ii)
unbom children at 30 weeks gestation,but only where fhe add'Non of one chl{d woufd cause
the unk to exceed the maximum In thfs palicy. Minor chddren whose parent or tegal guardian
has c�urt awarded custody of less Than 5096 wdl be allowed to occupy the unit duting custody
visits but wql not be counted as a penson tn detertnining the unit size to be alocated.
h. "Visitor'means a person who temporariy resides in a unit far a period of less than 30 days
per catendar year, only fourteen of which may be consecx�tive. The exception are minor
children whose parent or legal guardian have court awarded custody of less than 50°k who
would not be considered a visitor but raMer allowed occupancy as noted under 2.g. My
person not induded ln the lease and occupying the unit for tonger tltian 30 days per calendar
year will be considered an unauthorized occupant and a violation of the lease agreeme�t.
i. 'Waiting Lists" shall mean lists maincained by the Agency for the purposes of providing
affordable housing at each affordable level,far both sale or leasing purposes.
2. AllocaUon of Units. Agency UniEs that becorne available For sale or fease to new Eligible Familles or that
are occupied by Eligible Families with expiring leases who wish to enter into a new lease will he sold or
Page 1 af 3
G��ROAVanet MoorclSalC Repais�Pa4n Desen ARordabtc Houcine Allocstion Policy.pOC
Page 3 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
+ EXHIE A TO RESOLUTION aA-z2 '
leased in accordance with the minimum and maxlmum occupancy standards below. When a unit •
becomes available, an Eligble Family w�l be selected from the applicable waiting list based first on
approp�iate family size for the unit(within fhe minonums and maximums below), sacond on the ability to
pay the rent or conventional mortgage(consistent with the requirements of the Program). In the event
that there is a unit available and there are no E(igible Families of appropriate size,then Elig�ble FamiGes
of the most nearly appropriete size will be assigned to or offered that unit. At no time wfll the fnitial
assignment of a unit exceed the maximum occupants descn'bed beloyv.
FOR SALE
Number of Persons
Number of Bedrooms Maximum at IniUal
Minimum Assignment
Studio �1 - 2
1 � 1 3
r2 �- b
3 �- 7
4 :I 5- 8
5 l. �� �
�
f
FOR RENT: .
Number of Persons
Number of Bedrooms µ�nimurn �Occ mupancyDT�erm
Studio �^ 2
1 �- 3
I - • I- I -
' (3 r4 7
4 I5 9
� I 5 `7 - 11
Notwithstanding the foregoing,the minimums and maximums shaB be increased or decreased if,due to
the size or conflguration of tt�e rooms in a part�ular Agency Un(t,lfie Uniform Housing Code adopted pursuant to
Callfomia kiealth and Safety Coda saction 17922 or the Fau Housing Act, provide for a different minimum or
maximum for that Agency Unit, in which case the minimum or maximurn established by the Uniform Housing
P�eza3
G:IRDAUanct Mcwre�SwlT RcportslPalm Dwen ARordablc HousinE Allacation I'olicy.DOC
Page 4 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
- EXHIBIT TO RESOLUTION �22
Code,or the Fair Ftousing Act,shall apply. In addition,in such cases that the Agency Unit is funded in whole or in
part by any Federalty mandated sources,the occupancy standards set forth therein shall appiy.
j 4. Process for Determinino Eliad�le Familv Size to Units Ava�aWe:Aaoeals. For the purposes of this
I poUcy and for the purposes of being placed on a wafti�g Ifst, the size of the Eligibie Family shall first be
determined as of the date the Eligible Fam�y makes written application to the qqency for an Agency Unit. At such
6me as a unil becomes ava�able,the s¢e of the EI(gible Famdy will be the total number of Eligible Persans at the
date of the acceptance of the unit,If different than the Eligibte Family Size at application. An Elig�ble Famity that
is deniecf a unit 6ased on Eligible Family Size may flle a written appeal far consideraUon by the Execuiive Director
of the Agency within ten(10)business days of receiving the written den(af,stating the reasons for and providing
documentatlon where possible for its disagreement.
5. Notice: Lease Covenants. The Agency shall i�clude a copy of this policy with all of fts
promotlonal and applicatlon materials used in 1he Pro�am after the date this policy Is adopted by the Agency. In
additlon, all (eases for new tenants in Agency Untts and all leases entered into wilh existing tenants in Agency
Units for terms beglnning after the termination of thek current leases shall indude U�e minimum and maximum
numbers of persons who may reside in Ehe unit�accordance with this polky,along with covenants by the tenant
to compty with such minimum and maximum numbers of residents. Once a unit is allocated, any violations of
elther this policy or the executed Iease terms w�l resuR in termination of tenancy. Any willful omission of
(nformation required in the allocaNan proc:esa w81 result iti immediate termination of tenancy.
8. State�d Federal Law. If any provision of this poticy is inconsistent with applicable law,
the provisions of the law will prevaA.
I
��3as
G:IRJ?AVana Maxe�$laff Reports�Palm Dcscrt A(Tcxdable Housing A11oca1iort Policy.DOC
Page 5 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
� . I. � �F
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
REQUEST: A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY,
RESCENDlNG RESO�U7lON NO. HA-30, AND AMENDING THE
PROCEDURE FOR SETTING RENTAL RATES AND THE
IMPLEMENTATION THEREOF
SUBMITTED BY: JANET M MOORE, HOUSING AUTHORITY ADMINISTFtATOR
DATE: AUGUST 24,2006
CONTEN7S: PDHA RESOLUTION NO.HA- 32
LETTER TO RIVERSIDE COUNTY AUTHORITY QATED 6/23/06
eco mend tion:
By Minute Motbn,that the Housing Authority:
Waive further reading and adapt Resolution No.HA-32 ,a resolution of the Palm
Desert Housing Authority, resanding Resolution No. HA-30, and amending the
procedure and implementation for setting rental rates for Palm Desert Housing
Authority operated rentat units.
Exacutive Summarv:
Approval of this requestwill rescind the prevbus resolution in oMerto effectuate the intent
of the origin8l policy and authorize the Palm Desert Housing Authority(the"Authority')to
amend the procedure for setting the�ental rates annually for units(the'Units")owned by
the Palm Dese�t Redevelopment Agency(the"Agency'), as wetl as the implementetion
process.
Discussion:
The purpose of amending the previously approved resolution is to be able to implement the
rental rate increase as tt pertains to those tenants who are being addftionaNy assisted by
other public,federal,or local agencies and those individuals requiring a 12-month lease.
Tenants that are currendy assisted by other public,federal,or local agenctes would not be
affected by the rental rate increase being reallzed in fts entirety because the subsidizing
enbty would absorb most of the increased amount Addltionally,most of these en6ties only
allow for incxeases on an annual basis and which is inconsistent with the current approved
implementation plan. The revised method of implementation would atlow lease renewa{s
every 12 months for those who are addidonally assisted or for those who require 12-month
leases.
Page 1 of 5
Attachment to White Paper dated March 3, 2008
Administrative P1an
.. (^
Staff Report
Resolution ot PDHA rescinding Resolution No.HA-30 and Amending P�ocedure for
Setting ReMal Rates and ImplemeMation Thereof
Page 2 0(2
August 2d,2006
Therefore,in order to adjust rents annually with more continuity,staff recommends that the
implementation process for setting rental rates be amended to include that whe�e the
lmplementation affects public,federal,or local assistance,or in instanc:es where 12-month
leases are required for other purposes,and the increase to the amount the tenant will pay
is less than$50 per month,the balance of the entire rental rate increase will be paid.
Staff recommends approval of the resolution amending the procedure and implemerrtation
process for setting rental rates annually. The I-{ousing Commission r+evlewed this request
on August 9,2006��d is fonNarding the request for final review and action.
Submitted by: Department Head:
J et .Moore Dave Yrigo
Ho sing Authority Administrator Directa�o edevebpmentMousing
.lMM:JG:pI
App val: �
� '
Ju cCarthy,ACM velopment Paul S.Gibson,Dicector of Finance
Carlos L.Orte ,Exectrtive Dlrector '
Y HOUSG AUTN �
�N �'a�'�
VERlFIED BY: �
p�ao2wooi�arzse2.Z Original on file with City C erk's Office
Page 2 of 5
Attachment to White Paper dated March 3, 2008
Administrative Plan
. �.
RESOLU'ilON�lO. HA-32 '�-
A RESOLUTIOPI OF THE PALM DESERT HOUSI[dG AUYHORITY ��.
FdESCINDIPlG RESOLUTION A10. HA-30, AND AMEP1DIidG THE �'
PROCEDURE FOR SEl`fIRIG RENTAL RATES ANb THE �
�pAPLEAAE1dTATIOM THEREOF
J
WHEREAS,the Palm Desert Housing Authority(the"Housing Authorit�')wishes to �
set forth a procedure for the Chief Administrative O�ficer or his designee (fhe "Chief �'
Administrative Officer')to set and implement rental rates annuaUy for units owned by the '•'
Palm Desert Redevelopment Agency(`Agency Units")and to i�crease rents cha�ged for �'
Agency Units in accordance with such rates;
NOW, THEREFORE, THE PALM DESERT HOUSINO AUTHORITY HEREBY
FINDS,DEl"ERAAINES,RESOLVES AND ORDERS AS FOLLOWS:
Section 1. The Chief Admintstrative Offlcer shall set maxlmum rental rate amounts
for Agency Units to be efEecdve each year on July 16�in the following manner:
A. For Agency Units acqulred,developed,rehabilitated,or otherwise asslsted,
which are required to be avaflabfe to and occupted by persons and families
whose income is beMreen 20 percent and 65 percent of the area median
income, maximum renf�l rafes shall be established in accordance wlth the
terms of that certain S�pufadon for Entry of Judgment{n Case No. Indio
51143,as subssquently amended(the"Stlpulafion").
B. For all other Agency Units,
(i) Immediately upon adoptlon of this Resolu6on, the Chlef
Administra�ve Offlcer shall set maximum rental rates as
recommended by the appratsal analysis canducted by 8weet &
Associates dated December 31,2004 and on flle in the office of the
Housing Authority Secretary.
(ii) Beginning in AprN of 2006,the Chief AdministraUve Offic�shall cause
to be conducted a bi-annual survey of area marlcet rental rates for
rental unita sim(lar in siae and unit mix to the Agency Units and shall
set maximum rental rates in accordance with the survey results. For _
example,the marlcet rentat rate for a tvvo-bedroom unit in a duplex
may be established as the maximum rentai rate for a twabedroom _
Agency Unit in a duplex.
(lii) In the intermedlate year between surveys,the Chief Administrative
Officer may increase maximum rental rates by the same percentage
as the percentage increase from the previous year to Ehe c+�rrent year
In area median income.
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RESOLUTIOI�{d0.HA�2
(iv) The Chief Adminlstrative O�icer may establish maximum renfal rates
at an amount fhat(s less than the market rental rate to compensate
for an unusual property condidon.
(v) In no event shall fhe ma�amum rental t�ate fo�any Agency Unit excaed
the affordable rent for that unft as calculated in accordance with
Heafth and Safery Code Section 50�53.
Section 2. lmplementation
A. For fhose Agency Units described in Section 1.A.hereof,after proper notice
hes been given,the Chlef Admfnistra�ve Officer shall set fhe rental rate for
each unit defermined pursuant to 5ectlon 1 A.
B. For al1 other Agency Units, after proper notice ls given, the Chief
Administrative OffEcer shall set the rental rate for each unit at the maximum
rental rate determined for that uniE. Any rental rete increase shall be
fmplemented in the foliowing manner.
(i) For vacant unifs, the full amount of the rental rate incxease shall be
implemented immediateiy. _ i
(ii) For occupied units, �
(a) if the increase to the amount the tenant will pay per month is
less than or equal to $50, the fud amount of the rentaE rate
increase shalt be implemented at lease renewal,and
(b) if the Increase to fhe amount the tenant will pay per month is
more than $50, the rental rabe shall ba increased by$50 at
lease renewal and by$50 every slx months thereafter untll the
rental rate equals maximum rental rate, or at the 1wo-year
anniversary of the original implementafion of the rental rate the
balance of the entlre rental rate Increased will be paid,and
(c) ff the unit or the property on which the unit is located Is in need >
of renovatlons,the rentai rate increase may be deferred until
compfetlon of the renovations or the increase(s)may be less .
than otherwise provided for pursuantto subparagraphs(l)and
(il)of this paragraph B.
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RESOLUTIOM IVO.NA-32
(d} Where tha implementatton affects public, federal, or local
assistance, or in instances where 12-month leases are
requ(red for other purposes, and the increase to the amount
tha tenant wlll pay is less than$50 per month,the balance of
the entire rental rate increase will be paid.
Sectlon 3. Tenant fncome in all cases shall be adjusted for family size and shall be
sufficient to pay affordable rent as determined For that unit in acoordance wlth the
Stipulation or Health and Safety Code Section 50053.
Sect(on 4. The Chief Administra�ve Offtcer may take any other action,which he
believes is necessary or desirable to implement this resolution so long as such acdon is not
inconslstent with the intent hereof.
PASSED,APPROVED and ADOP7ED by the Palm Desert Housing Authority,this
2�,h_day of Augusf,2006,by the following wte,to wit:
AYES: BENSON,KELLY,SPIEG�L,and FERGUSON
NOES: NONE �
ABSENT: NONE
ABS�AIN: NONE
I
� JIM F R U O ,CHA{RMAN
�
ATTEST:
CH LLE . LASS , SECRETAR
PALM DESERT HOUSING AUTHORITY .
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