Agenda packet — Palm Desert City Council, June 27, 2024 (part 4 of 7)

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Jason K. Finley, Chief Building Official
REQUEST: APPEAL OF THE BUILDING BOARD OF APPEALS DETERMINATION OF THE CHIEF BUILDING OFFICIAL’S APPLICATION OF THE 2022
CALIFORNIA RESIDENTIAL CODE, SECTION R310.1 (EMERGENCY

ESCAPE AND RESCUE)
RECOMMENDATION:

1. Find that this report, including attachments, and any additional evidence provided at the hearing provides satisfactory evidence that the Chief Building Official’s determination was correct.

2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PALM DESERT, CALIFORNIA, UPHOLDING THE BUILDING BOARD OF APPEALS DETERMINATION FOR 239 SERENA DRIVE, PALM DESERT, CALIFORNIA, FOR THE

USE OF THE DEN AS A SLEEPING ROOM AND MAKING FINDINGS IN SUPPORT THEREOF.”
BACKGROUND/ANALYSIS:

Beginning in July 2023, the Development Services Department updated the internal review procedures for all applications, including the Short-Term Rental Program (“STR”) to ensure the program rules and regulations adopted by the City Council were being adhered to when applications were submitted, including renewals.

These revised procedures for new applications and renewals consisted of:
 Confirming the number of bedrooms eligible for occupancy within the STR Program with the property profiles (profile software, county assessors, building records, etc.).  Determining if the listed bedroom(s) met life, health, and safety standards set by the adopted California Model Codes, such as emergency escape and rescue.  For renewals, confirming the advertised listings reflect the applications and program rules.

On January 24, 2024, Carrie Kropfl (“Owner”), the property owner of 239 Serena Drive, Monterey Country Club, Palm Desert (“Property”) applied to renew the 3-bedroom STR permit.

Consistent with the revised review procedures, staff reviewed the number of bedrooms through the Riverside County Assessor’s Office, RealQuest, and Lawyers Title (the two latter being property profiles software). Each report demonstrated the Property as a 2 bedroom plus a den. 767
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STR staff also reviewed building permit records and there were no building permits for a bedroom addition or modification. The property has been unchanged since its initial construction (circa 1978 to 1981) with only a water heater replacement permit on record.

Upon learning that the Owner was utilizing the den as a bedroom, staff notified the Owner to revise their application from a 3-bedroom STR unit to a 2-bedroom STR unit as the den was not eligible to be used as a sleeping room.

On February 1, 2024, the Owner revised their renewal request to a 2-bedroom STR unit, and staff approved and issued a renewal of STR Permit NO. STR2022-0020.

On February 27, 2024, the Owner, via email, requested clarification of the use of the den and to provide the supporting codes. The Chief Building Official (“CBO”) responded (Attachment 2) clarifying what defines a bedroom, the code requirements of a sleeping room (emergency escape and rescue), and the requirements for altering the living room areas into bedrooms.

The response identified the adopted 2022 California Residential Code - Section R310.1 (Attachment #3) for the requirements of a sleeping room where direct access to a public way is required. The following supporting attachments were also provided:

1. The original permitted floor plan that demonstrates the room labeled as a Den (Attachment 4).

2. A letter from the governing building codes authority of the time (International Conference of Building Officials - “ICBO”) describing why the den cannot be used as a sleeping room when attached to atriums. (Attachment 5).

3. A letter from the original developer (Sunrise Company) admonishing the use of the den as a bedroom. (Attachment 6).

On March 21, 2024, at the invitation of the Monterey Country Club Executive HOA Board, the Director of Development Services and the Chief Building Official attended an HOA Board Zoom Meeting. Discussed were the use of living rooms as potential sleeping areas and the use of the rooms attached to the atriums being used as sleeping rooms for the lack of emergency egress.

The outcome was that the City’s STR program would not allow the use of living rooms to be used for STR occupancy. If residents sought to renovate their residence to add additional bedrooms, that process would go through the normal channels of review and permitting.

Additionally, the CBO spoke regarding the use of dens within the Monterey Country Club and the absence of code-compliant emergency escape and rescue, identifying they could not be used as sleeping rooms.

The Director made clear that the City would not proactively inspect properties, but as STR applications and building renovations were submitted, a review of the residences would occur and reconcile ineligible or non-code compliant bedrooms. 768
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On March 25, 2024, the Director of Development Services provided the Owner a letter of determination (Attachment 7) outlining the uses of the bedrooms and living areas related to the STR program and upholding the CBO’s determination on the use of the den.

LETTER OF APPEAL – DEVELOPMENT SERVICE DIRECTOR’S DETERMINATION On April 4, 2024, an appeal was filed (Attachment 8) by Mr. Shaun Murphy, of Slovak Brown Empey Murphy & Pinkney LLP (“Appellant”), on behalf of the Owner for the following:

1. Whether the Kropfl's may continue to use the third bedroom (den) for short-term rentals.

2. Whether the Kropfl's may use their code-compliant living room as an additional sleeping room to accommodate two more guests.

Appeal Issue No. 1 of whether the Kropfl’s may continue to use the third bedroom (den) for shortterm rentals) was set before the City’s Building Board of Appeals for May 24, 2024.

Appeal Issue No. 2 was resolved via a public hearing before the City Council on May 9, 2024.

The Council upheld the Director of Development Services’ recommendation that a living room was not and could not be used as a bedroom with the STR Program.

CALIFORNIA BUILDING CODE & CALIFORNIA STANDARDS BUILDING COMMISSION The California Building Code (CBC), also referenced as Title 24 of the California Code of Regulations, adopts statewide standards. The CBC, like many states use the International Building Code as the foundation. While there is not a specific mandate that the City formally adopt the CBC, the City is however mandated that we must enforce the CBC. It is general practice for municipalities throughout the state to adopt “Title 24” by ordinance making it a part of the city’s code of ordinances. Adopting “Title 24” allows for enforcement activities by the city and any local amendments needed if they are stricter or address a certain instance.

The California Standards Building Commission (CSBC). CSBC was established in 1953 through California Building Standards Law (HS Code, §§ 18901 - 18949.31.) to administer the processes related to the adoption, approval, publication and implementation of California's building codes.

The CSBC may accept appeals relating to actions and decisions by a municipality to enforce building standards but may only make recommendations for reconsideration to the municipality.

The CSBC has no authority to overturn a decision when the matter is within the jurisdiction of the City.

The CBSC may not assist in the appeal matters of a local agency if the local agency and the appellant do not agree to have CBSC seek resolution of the matter, or the matter does not have statewide significance. Furthermore, it would be the responsibility of the Appellant to submit an appeal to CBSC, however CBSC does not have a required duty to accept any appeals that are submitted.
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Because the CSBC administers the CBC, any local amendments must be approved by the CSBC. So that City Council is aware, should they determine that the Building Board of Appeals and Building Officials application of the code was incorrect, a local amendment to the Building Code would be required for the Building Official to enforce it. The Building Officilas application of the 2022 California Residential Code, Section R310.1 (Emergency Egress and Rescue) did not involve any interpretation or judgement, it was the strict application of the code which we are mandated to enforce.

BUILDING BOARD OF APPEALS HEARING – APPEAL ISSUE NO. 1
On May 24, 2024, the City of Palm Desert convened the Building Board of Appeals (“Board”) to oversee Appeal Issue No. 1 of whether the Kropfl’s may continue to use the third bedroom (den) for short-term rentals including the Chief Building Official’s application of the California Residential Code prohibiting the use of a den as a sleeping room at 239 Serena Drive, Monterey Country Club, Palm Desert.

The Building Board of Appeals unanimously upheld the building official’s determination that the 2022 California Residential Code, Section R310.1 (Emergency Escape and Rescue), was applied correctly in determining whether the den could be used as a sleeping room. The Building Official’s testimony was:

1. The original permitted construction plans identified 239 Serena Drive as a Plan 300 model and were approved by the City of Palm Desert (circa 1978 to 1981) as a den.

2. The minimum code requirements of the Uniform Building Codes (1976, et al) – Sections 1404 and Chapter 33 are unchanged and are still required in the 2022 California Residential Code, Section R310.1, for emergency escape and rescue from a sleeping room in a single-family residence.

3. The clarifying documentation from the International Conference of Building Officials (1979) and the developer, Sunrise Company (1981), supports the Building Official’s determination that the den was neither intended nor designed as a sleeping room.

The Chief Building Official recommended that the room labeled as a den at 239 Serena Drive, Monterey Country Club, Palm Desert, cannot be used for sleeping purposes as it does not meet the minimum code-compliant emergency escape and rescue requirements in both the original Uniform Building Code and 2022 California Residential Code.

BUILDING BOARD OF APPEALS (BBA) - PURPOSE
The purpose of the BBA is to hear and decide appeals of orders, decisions, or determinations made by the chief building official relative to the application and interpretation of the California Building Codes. It shall not have the authority to waive the requirements of this code. Appeals shall be based on a claim that:
 The true intent of this code has been incorrectly interpreted. 770
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 The provisions of this code do not fully apply, or an equally good or better form of construction is proposed.

BBA - QUALIFICATIONS
The Board shall consist of members who are qualified by experience and training to pass judgment on matters pertaining to building construction and are not employees of the jurisdiction.

The Board was served by five (5) members of the community:
 Three (3) California-licensed architects.
 Two (2) California-licensed civil engineers.

BBA – DETERMINATION OF APPEAL ISSUE NO. 1
The Board hearing and weighing all testimony and evidence unanimously upheld the Chief Building Official’s determination (Attachment 9) that the 2022 California Residential Code, Section R310.1 (Emergency Escape and Rescue) was applied correctly in determining the den at 239 Serena Drive, Monterey Country Club, Palm Desert could not be used as a sleeping room based on the building official’s testimony of:

The original permitted construction plans identified 239 Serena Drive as a Plan 300 model and were approved by the City of Palm Desert (circa 1978 to 1981) as a den.

The minimum code requirements of the Uniform Building Codes (1976, et al) – Sections 1404 and Chapter 33 are unchanged and are still required in the 2022 California Residential Code, Section R310.1, for emergency escape and rescue from a sleeping room in a single-family residence.

The clarifying documentation from the International Conference of Building Officials (1979) and the developer, Sunrise Company (1981), supports the Building Official’s determination that the den was neither intended nor designed as a sleeping room.

LETTER OF APPEAL - BBA DECISION
Pursuant to Palm Desert Municipal Code 2.18.040 (F), the decision of the building board on an appeal shall be final, unless appealed to the city council within five business days.

On June 3, 2024, an appeal of the Palm Desert Building Board of Appeal’s decision was filed by the Owner, Carrie Kropfl, (Attachment 10) for the following:

1. To allow Short Term Rental owners to utilize the den as a sleeping room/habitable room that sleeps two people.

CHIEF BUILDING OFFICIAL’S RESPONSE
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The Appellant’s basis for the appeal of the CBO’s determination to apply life and safety standards of the California Residential Code - Section R310.1 is centered on the fact that the original STR permit was initially issued without verifying the number of bedrooms which could be a loss of revenue.

As with any program revision, altering procedures to ensure the proper application of the STR program can cause changes in the uses and availability of certain rooms. The review changes to ensure that properties adhere to STR program rules and that potential life-safety issues are not permitted or overlooked by the City.

Whether it is a single-family home, a condominium, or a townhouse built in 1972 or 2022, emergency escape and rescue requirements of a residential sleeping room must have these elements:

1. A sleeping room shall have a prescribed opening (a window or door) to the exterior of the room; and

2. The prescribed opening must be to the exterior and shall “open directly to a public way.” Such as a deeded, dedicated, or otherwise permanently appropriate way for the public for public use.

The den at 239 Serena Drive has compliant sliding doors that open to an atrium (Attachment 11). However, the atrium is isolated from access to a “public way” and creates a dead-end inside the residence (Attachment 12). Occupants sleeping in this room cannot escape or be rescued from the exterior of the building.

Lastly, each building department has available for its use a Code and Commentary publication which provides the intent of our model codes. The 2021 International Residential Code© and Commentary – Volume I, Section R310.1 (Page 3-92), says this on this minimum life-safety requirement of sleeping rooms:
“Because so many fire deaths occur as a result of occupants being asleep in a residential building during a fire, the code requires that all basements, habitable attics, and sleeping rooms have windows or doors that may be used for emergency escape and rescue. The requirement for emergency escape and rescue openings in sleeping rooms exists because the fire will usually have spread before the occupants are aware of the problem, and the normal existing channels may be blocked….”
“Openings required for emergency escape or rescue must be located on the exterior of the building so that rescue can be performed from the exterior and so that occupants may escape through that opening to the exterior of the building without having to travel through the building itself….”
“Therefore, where openings are required, they should open directly into a public street, public alley, yard, or court. After the occupants pass through the emergency escape and rescue opening, their continued progress is essential.”
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CHIEF BUILDING OFFICIAL’S RECOMMENDATION
The Chief Building Official recommends that the room labeled as a den at 239 Serena Drive, Monterey Country Club, Palm Desert, cannot be used for sleeping purposes as it does not meet the minimum code-compliant emergency escape and rescue in both the original Uniform Building Code and 2022 California Residential Code.

Furthermore, the CBO also recommends the implementation of a Short-Term Rental Inspection Program for all new and renewal applications, to identify any potential life-safety issues. The basis would be:
 All areas used by the STR applicant are or have been permitted by the City of Palm Desert, or previously by the County of Riverside Building and Safety, if applicable.  All sleeping rooms meet the most recent safety requirements of the California Building Codes for emergency egress/rescue and smoke and carbon monoxide alarms.

COUNCIL OPTIONS AND OUTCOMES:
1) Option #1: The City Council upholds the appeal and supports the BBA and Chief Building Official’s interpretation of the building code.

Outcome: The appellant (exhausting all required local appeals) may then file the appropriate review(s) with the California State Building Commission (CSBC) or a review board at the CSBC’s direction. The CSBC may choose to consider or reject the appeal. If heard and agrees with the appellant, the CSBC may only make a recommendation to the local building authority to reconsider its determination which the City can consider. If heard and agrees with the City’s code application, the matter is considered closed. 2) Option #2: The City Council does not support the BBA and Chief Building Official’s interpretation of the building code.

Outcome: This does not grant immediate approval and use. This decision requires the City (exhausting all required local appeals) to file the appropriate appeal to the CSBC as this decision would lessen the code requirements contrary to Section 104.1 and R104.1. These sections restrict building officials from lessening or reducing any code requirement by policy, procedure, and interpretation.

The CSBC may choose to consider or reject the appeal. If heard and agreed with the City, this would be the final decision on the applicability of this code. If the CSBC agrees with the appellant, the City will file for consideration of a local amendment based on the recommendation of the CSBC. The determination of that local amendment is final. 773
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LEGAL REVIEW:

This report has been reviewed by the City Attorney’s office.

FINANCIAL IMPACT:

There is no financial impact associated with the item.

ATTACHMENTS:

1. Draft City Council Resolution

2. Chief Building Officials Response - Bedroom Determination (February 27, 2024)

3. 2022 California Residential Code – Section R310.1 – Emergency Escape and Rescue

4. Approved Original Monterey Country Club Plan 300 Floor Plan (1981)

5. ICBO Atrium Emergency Egress Determination (1979)

6. Letter from Sunrise Company (1981)

7. Director of Dev Services Letter of Determination (March 5, 2024)

8. Appeal of Determination submitted by S. Murphy, Esq. (April 4, 2024)

9. 2024-05-24 Kropfl Appeal - Building Board of Appeals Decision (2024)

10.Appeal of Determination submitted by C Kropfl (June 3, 2024)

11.Atrium Interior Egress – 239 Serena Drive (2024)

12.Overhead Aerial of Atrium - 239 Serena Drive (2024)

13.March 2024 emails provided by C Kropfl with Riverside Assessor

14.PowerPoint Presentation
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RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, UPHOLDING THE BUILDING BOARD OF
APPEALS DETERMINATION FOR 239 SERENA DRIVE, PALM DESERT,

CALIFORNIA, FOR THE USE OF THE DEN AS A SLEEPING ROOM AND

MAKING FINDINGS IN SUPPORT THEREOF
WHEREAS, On March 25, 2024, the Director of Development Services provided a letter of determination to the property owner of 239 Serena Drive, Palm Desert, outlining the uses of the bedrooms and living areas related to the Short-Term Rental program and upholding the Chief Building Official’s determination on the use of the den as a sleeping room was not allowed, and
WHEREAS, On April 4, 2024, an appeal was filed by Mr. Shaun Murphy, of Slovak Brown Empey Murphy & Pinkney LLP, on behalf of the property owner on whether the property at 239 Serena Drive, Palm Desert may continue to use the third bedroom (den) for short-term rentals, and
WHEREAS, On May 24, 2024, the City of Palm Desert convened the Building Board of Appeals to hear an appeal of the Chief Building Official’s determination and application of the California Residential Code prohibiting the use of a den as a sleeping room at 239 Serena Drive, Monterey Country Club, and
WHEREAS, The Building Board of Appeals hearing and weighing all testimony and evidence unanimously upheld the Chief Building Official’s determination that the 2022 California Residential Code, Section R310.1 (Emergency Egress and Rescue) was applied correctly in determining the den at 239 Serena Drive, Monterey Country Club, Palm Desert could not be used as a sleeping room, and
WHEREAS, notices of said hearing were made at the time and in the manner required by law.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Palm Desert as follows:

SECTION 1. RECITALS. That the foregoing recitals are true and correct and are incorporated herein as substantive findings of this Resolution.

SECTION 2. FINDINGS. The findings for confirmation and support of the Building Board of Appeals on the Chief Building Official determination are hereby adopted as follows:

1. The original permitted construction plans identified 239 Serena Drive as a Plan 300 model and were approved by the City of Palm Desert (circa 1978 to 1981) as a den.

2. The minimum code requirements of the Uniform Building Codes (1976, et al) – Sections 1404 and Chapter 33 are unchanged and are still required in the 2022 775
Resolution No. 2024- ____
California Residential Code, Section R310.1, for emergency escape and rescue from a sleeping room in a single-family residence.

SECTION 3. ACTION. Based on the evidence and testimony presented, and the findings contained in Section 2, the City Council does hereby deny the subject appeal filed by Carrie Kropfl and upholds the Building Board of Appeals determination that the Chief Building Official’s determination that a Den at 239 Serena Drive, Palm Desert, cannot be used as a sleeping room for purposes of a short-term rental unit.

ADOPTED ON ______2024.

ATTEST:

ANTHONY J. MEJIA

CITY CLERK
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2024-____ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on ____________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________, 2024. _________________
ANTHONY J. MEJIA

CITY CLERK
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From: Jason Finley
To: Carrie Kropfl; Lorena Ritchey
Subject: RE: Short-Term Rental Permit 239 Serena Dr, Palm Desert - Bedroom Definition STR2022-0020 Date: Tuesday, February 27, 2024 4:22:00 PM
Attachments: Montery CC - Plan 300 Floor Plan.jpg
Montery CC - Den Information (1981).pdf
Montery CC - Atrium Emergency Egress Letter (1979).tif
image001.png
image002.png
Thank you for your email and information. I apologize for the delay; we are working through correspondence and meetings. I hope this email will suffice and put into writing the Building and Safety Division’s position rather than a phone call.

First, let me address a common question in the Short-Term Rental program “Why the change in my permit?” The answer is that when this program was created, it was presumed to address all the requirements. As the program was evaluated, staff observed the need to address and review what applicants were designating as bedrooms. This evaluation came from discovering that many applicants were using areas that were either unpermitted or not qualified to be used as bedrooms (sleeping rooms). As with any program, a shift occurred to examine what areas were used, resulting in some permits being revoked or modified.

The red-outlined questions:

1. ATTACHED ARE THE TWO FLOOR PLANS THAT MONTEREY CC HOA PROVIDED ME WHEN I ASKED FOR THE ORIGINAL FLOOR PLANS FOR MY UNIT. BASED ON THESE FLOOR PLANS, MY UNIT IS WHAT THEY CALL THE "ALAHAMBRA PLAN" WHICH WAS BUILT AS A THREE BEDROOM (DUE TO THE CLOSET IN THE 3RD BEDROOM, LOCATION OF THE LINEN CLOSET IN THE HALL AND LOCATION OF THE CLOSET IN THE 2ND BEDROOM). NOTHING HAS BEEN CHANGED IN OUR CONDO. IT MATCHES THE ALAHAMBRA FLOOR PLAN EXACTLY.

The information you have attached is not the construction plans but marketing materials used by the Monterey Country Club HOA. I’ve attached an approved City permitted floor plan to your unit from our archives that labeled this room as a den. Also attached is a letter between the developer and our former Chief Building Official (1981) about the concern about using the den as a bedroom. Similarly, a correspondence inquiry was made by an outside agency building official to support this area as a den.

The California Building Codes still require this level of emergency egress and rescue, and we are not applying new standards to the Short-Term Rental Program.

2. WHEN I LOOK UP THE CALIFORNIA BUILDING CODE DEFINITION OF A "HABITABLE ROOM" IT STATES: "HABITABLE ROOMS USED FOR SLEEPING SHALL HAVE NATURAL LIGHT BY

MEANS OF AT LEAST ONE EXTERIOR WINDOW THAT, IF IT CAN BE OPENED, HAS SCREENING WITH A TIGHT FITTING FRAME. NATURAL VENTILATION SHALL BE PROVIDED

BY EXTERIOR OPENINGS THAT CAN BE OPENED, OR IN LIEU OF EXTERIOR OPENINGS A MECHANICAL VENTILATING SYSTEM. "
The California Building and the California Residential Code define habitable spaces as “A 777
space in a building for living, sleeping, eating, or cooking. Bathrooms, toilet rooms, closets, halls, storage or utility spaces, and similar areas are not considered habitable spaces.

Light and ventilation are required for these spaces and can be achieved in several ways.

3. IN ADDITION A "HABITABLE ROOM" IS DEFINED AS "A SPACE FOR LIVING, SLEEPING, EATING OR COOKING"
The code’s intent in defining rooms is to apply certain code requirements to specific spaces.

When a room is labeled for use as a sleeping room, the emergency egress and rescue aspect of the code is applied. If a room is labeled as a den, office, theater, or media room, these egress and rescue standards are not required.

4. BASED ON THIS CODE, WE CAN SLEEP PEOPLE IN HABITABLE ROOMS. OUR LIVING ROOM AND THIS 3RD BEDROOM ARE HABITABLE ROOMS. SO, IF WE CALL OUR THIRD BEDROOM A "DEN, OFFICE, MEDIA ROOM OR BONUS ROOM" THEN WE CAN SLEEP PEOPLE IN IT AND WE CAN SLEEP PEOPLE IN THE LIVING ROOM. WHICH MEANS OUR CONDO CAN SLEEP 8 PEOPLE (PER YOUR RULE OF 2 PEOPLE PER ROOM).

The answer is you cannot sleep people in a habitable room alone. A habitable room used for sleeping purposes requires emergency egress and rescue openings. Where people fall asleep in their own homes is an uncontrollable occurrence. As Chief Building Official, I must apply the code as it states, and deviating from this could put the occupants in jeopardy and the City liable.

As I stated at our counter, a front room or living room meets the building code definition of a habitable space. If emergency egress and rescue requirements are achieved, the building code is silent on whether you can sleep there or not. I did say this would come to a ShortTerm Rental Program policy decision if these areas (front rooms, living rooms, and similar spaces) would be allowed. That discussion resulted in researching other programs that conclusively excluded front rooms, living rooms, and similar spaces. The City decided to align with other jurisdictions' definitions and not allow it to be counted toward the program.

5. ALSO, I HAVE A QUESTION REGARDING BABIES AND TODDLERS WHO SLEEP IN CRIBS AND PACK-N-PLAYS (WE HAVE BOTH). MOST PARENTS WILL HAVE THEIR KIDS SLEEP IN THE ROOM WITH THEM. A LOT OF OUR GUESTS ARE GRANDPARENTS, PARENTS AND THEIR CHILDREN. WE HAVE A LOT OF PEOPLE WITH BABIES AND TODDLERS. SO HOW DO WE ACCOUNT FOR BABIES AND TODDLERS? NOW, UNDER YOUR RULE - THESE PEOPLE WILL NOT RENT OUR SPACE (A 2 BEDROOM THAT SLEEPS 4). WHEN THESE GUESTS GO TO SEARCH ON AIRBNB FOR A PLACE THAT CAN ACCOMODATE 6 PEOPLE, OUR LISTING WILL NOT SHOW UP. THIS IS A LARGE PORTION OF OUR GUESTS.

The current Short-Term Rental Ordinance Section 5.10.090(G) Maximum Number of Occupants does not address the inquiry about families with young children. It strictly states the maximum number of overnight guests and residents for a short-term rental unit shall not exceed two persons per bedroom. We are discussing with the Director of Development Services to consider amending this ordinance section to include minors.

By providing these documents and responses from our archives, I hope this settles the emergency 778
egress and rescue requirements for Monterey Country Club.

Thank you.

From: Carrie Kropfl <[email protected]>
Sent: Tuesday, February 27, 2024 9:26 AM
To: Lorena Ritchey <[email protected]>
Cc: Jason Finley <[email protected]>
Subject: Re: Short-Term Rental Permit 239 Serena Dr, Palm Desert - Bedroom Definition STR2022- 0020
Good morning Lorena and Jason. Thank you for your email below. I spoke with Lorena last night. I understand you are both going to call me this morning and wanted to put my questions down in an email to help with this discussion. I understand you have a job to do, but I am asking ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Good morning Lorena and Jason.

Thank you for your email below. I spoke with Lorena last night. I understand you are both going to call me this morning and wanted to put my questions down in an email to help with this discussion. I understand you have a job to do, but I am asking you to take into consideration the position STR owners are in.

We bought specifically in an area that allows STRs. We triple checked (calling the city, the hoa and due diligence) before purchasing to ensure we bought in the right area. We purchased a three bedroom condo (per all of the sales and marketing materials that not only our realtor provided but the onsite property management/sales office at Monterey CC). We were awarded (for the past two years) an STR license from the city for a 3 bedroom. Now, all of a sudden, we are being told we can no longer advertise as a three bedroom or we will lose our license and be fined (and if we don't pay the fine, a lien will be put on our property).

Your new rule is taking away a minimum of 30% of our income (that's just based on what we can charge).

Some STR owners think this will take away up to 50% of their income because, not only will this affect what we can charge, but how many people will book.

These properties are our livelihood. Some STR owners at Monterey CC have been doing this for decades and it is their retirement and ONLY source of income. This is how I support my family. My husband and I bought this property as a retirement plan as well, instead of investing in a 401K. We are good stewards who have followed all the rules, we have 5 star reviews, our guests love the experience we provide, our neighbors appreciate us and all we do to ensure that our guests are 5 star guests who follow the rules. We employ a cleaning staff, gardners, pest control, handymen, plumbers, and more. We send paying customers to Monterey CC to help increase their bottom line. Guests have purchased in Monterey CC after staying at our property because they loved it so much. We pay the city 12% of our income. Our guests spend money at restaurants, boutiques and more. We are upstanding citizens who are doing positive things for the Palm Desert Community. We had planned on retiring here in the next 5 years because we love it so much, but now, your rule will make that impossible.

What you are imposing is a 30-50% income reduction for us. In addition, you have just dropped our home 779
values throughout Monterey by 20-30%. For round numbers, as an example, let's say that I was projecting to make $100,000 this year in revenue at my property (before you imposed this new rule). Your new rule will cause a $30,000-$50,000 reduction in revenue. Which means, now I have zero profit and will be losing money.

We had planned on keeping this property for the next 30+ years and when we died, we planned on passing along this property to our son. Over a 30 year period, these losses will amount to $900,000 - $1,500,000. And, this number does not take into account a rise in rental rates.

Also, you have reduced our property value by 20-30% because now we can't sell our property as a 3 bedroom. We estimate our property value to be somewhere around $700,000. This means, you just reduced the value of our property by $140,000 - $210,000.

From my understanding there are 1,200 condos within Monterey CC and approximately 900 of these units have rooms attached to an atrium. That's roughly $126,000,000 - $189,000,000 in losses for property owners throughout the community.

So with this in mind, following is the email you sent me. My questions are in RED:

The extra bedroom(s), and I would presume many at the atriums, are used as auxiliary bedrooms. The technical answer to the question is they do not meet the minimum standards the state has set for a room to be considered a bedroom.

Monterey Country Club has had a marketing and real estate history that conflicts with the California Building Code’s minimum requirements for these rooms adjacent to the atriums. Occasionally, we’ve received old marketing advertisements that labeled these rooms as bedrooms. Our archived building records from when Monterey Country Club was first constructed consistently label these rooms “dens.” The anomaly is that there are properties within Monterey Country Club that do have a technically acceptable 3rd bedroom.

ATTACHED ARE THE TWO FLOOR PLANS THAT MONTEREY CC HOA PROVIDED ME WHEN I ASKED FOR THE ORIGINAL FLOOR PLANS FOR MY UNIT. BASED ON THESE FLOOR PLANS, MY UNIT IS WHAT THEY CALL THE "ALAHAMBRA PLAN" WHICH WAS BUILT AS A THREE BEDROOM (DUE TO THE CLOSET IN THE 3RD BEDROOM,

LOCATION OF THE LINEN CLOSET IN THE HALL AND LOCATION OF THE CLOSET IN THE 2ND BEDROOM). NOTHING HAS BEEN CHANGED IN OUR CONDO. IT MATCHES THE ALAHAMBRA FLOOR PLAN EXACTLY.

Now, a den, office, media room, or bonus room is a legal use of space with an atrium. It meets the building code’s definition of a “habitable space.” “Habitable Spaces” (except sleeping rooms) do not require emergency egress and escape design, achieved by a minimum-sized window or door that leads directly to the public way. 780
WHEN I LOOK UP THE CALIFORNIA BUILDING CODE DEFINITION OF A "HABITABLE ROOM" IT STATES: "HABITABLE ROOMS USED FOR SLEEPING SHALL HAVE NATURAL

LIGHT BY MEANS OF AT LEAST ONE EXTERIOR WINDOW THAT, IF IT CAN BE OPENED, HAS SCREENING WITH A TIGHT FITTING FRAME. NATURAL

VENTILATION SHALL BE PROVIDED BY EXTERIOR OPENINGS THAT CAN BE OPENED, OR IN LIEU OF EXTERIOR OPENINGS A MECHANICAL VENTILATING SYSTEM. " IN ADDITION A "HABITABLE ROOM" IS DEFINED AS "A SPACE FOR LIVING, SLEEPING, EATING OR COOKING"
BASED ON THIS CODE, WE CAN SLEEP PEOPLE IN HABITABLE ROOMS. OUR LIVING ROOM AND THIS 3RD BEDROOM ARE HABITABLE ROOMS. SO, IF WE CALL OUR THIRD BEDROOM A "DEN, OFFICE, MEDIA ROOM OR BONUS ROOM" THEN WE CAN SLEEP PEOPLE IN IT AND WE CAN SLEEP PEOPLE IN THE LIVING ROOM. WHICH MEANS OUR CONDO CAN SLEEP 8 PEOPLE (PER YOUR RULE OF 2 PEOPLE PER ROOM).

CAN YOU CONFIRM THIS?

ALSO, I HAVE A QUESTION REGARDING BABIES AND TODDLERS WHO SLEEP IN CRIBS AND PACK-N-PLAYS (WE HAVE BOTH). MOST PARENTS WILL HAVE THEIR KIDS SLEEP IN THE ROOM WITH THEM. A LOT OF OUR GUESTS ARE GRANDPARENTS, PARENTS AND THEIR CHILDREN. WE HAVE A LOT OF PEOPLE WITH BABIES AND TODDLERS. SO HOW DO WE ACCOUNT FOR BABIES AND TODDLERS? NOW, UNDER YOUR RULE - THESE PEOPLE WILL NOT RENT OUR SPACE (A 2 BEDROOM THAT SLEEPS 4). WHEN THESE GUESTS GO TO SEARCH ON AIRBNB FOR A PLACE THAT CAN ACCOMODATE 6 PEOPLE, OUR LISTING WILL NOT SHOW UP. THIS IS A LARGE PORTION OF OUR GUESTS.

To further add frustration and confusion, a challenge we discovered is that the Country Assessor’s Office has and will change the labeling and listing of a room to a bedroom with a closet. This can conflict with the minimum code requirements if the room does not have egress an escape.

AGAIN, OUR 3RD BEDROOM HAS A CLOSET AND MATCHES THE ALAHAMBRA PLAN EXACTLY.

Furthermore, when an atrium enclosure permit is reviewed, the rooms adjacent to the atrium can no longer be labeled as bedrooms. A permit will not be issued until the room 781
use is corrected.

As Chief Building Official, it is my responsibility to ensure these areas are caught in plan review and corrected and are not allowed within the Short-Term Rental Program or any other City of Palm Desert permitting or licensing program until such time the California Building and Residential Codes are amended by the California Building and Standards Commission to revise the technical requirements.

ARE YOU APPLYING THESE RULES TO EVERYONE IN MONTEREY CC: SELLERS OF PROPERTIES WITH THIS BEDROOM, LONG-TERM RENTALS WITH THIS BEDROOM? OR ARE YOU ONLY APPLYING THIS RULE TO STR OWNERS? ONE OF THE STR

OWNERS RECENTLY WENT TO THE ONSIGHT SALES/RENTAL OFFICE AT MONTEREY

CC AND ASKED THEM IF THEY WERE HAVING ISSUES WITH THE CITY FOR ADVERTISING, SELLING AND RENTING OUT OUR PLAN AS A 3 BEDROOM. THE OFFICE CLAIMED THE CITY HAS NEVER CONTACTED THEM ABOUT THIS. IF YOU ARE ONLY APPLYING THIS TO STR OWNERS, ISN'T THIS DISCRIMINATION? I apologize for the length. It's important to provide context as to why these were researched, applied to the technical aspects of the state code, and the determinations made. Should you have any questions, I can be reached at 760-776-6428 and email [email protected].

ADDITIONAL QUESTIONS:
- AREN'T WE GRANDFATHERED IN? FROM MY UNDERSTANDING, YOU CAN'T CHANGE BUILDING CODE TO STRUCTURES THAT WERE BUILT PRIOR TO THE CODE BEING CREATED. WHEN WERE THESE CODES CREATED? FROM MY UNDERSTANDING YOU CAN ONLY ENFORCE CODES WHEN SOMEONE DOES A SIGNIFICANT REMODEL TO A PROPERTY. CAN YOU PROVIDE A COPY OF THESE CODES YOU ARE REFERENCING AND THE DATE THEY WERE ENACTED?
- YOU AWARDED US LICENSES FOR A 3 BEDROOM IN THE PAST. THIS SETS A PRECEDENT. OWNERS WHO HAVE ALREADY RECEIVED AN STR PERMIT FOR A 3 BEDROOM SHOULD BE GRANDFATHERED IN.

CAN YOU CONFIRM THIS?
- WHO HAS TASKED YOU WITH IMPLEMENTING THESE RULES/CODES? WHO IS PUSHING YOU TO DO THIS? HOTELS, MONTEREY HOA, SOMEONE AT MONTEREY CC?
- DOES THE STATE HAVE JURISDICTION OVER THE CITY GENERAL PLAN? - CAN YOU PROVIDE PROOF (COPIES OF ORIGINAL DRAWING OR ARCHITECTURAL PROOF) THAT THE UNITS IN QUESTION WERE NOT CONSTRUCTED AS 3 BEDROOMS?
- WERE THE DWELLINGS IN THE ORIGINAL DEVELOPMENT GRANTED ENTITLEMENT AS A 3RD 782
BEDROOM?
- IF YOU DON'T CONSIDER THESE 3 BEDROOMS, WHY ARE YOU ALLOWING REALTORS TO SELL THESE AS 3 BEDROOMS?
- CAN YOU PROVIDE ME THE CITY CODES THAT STATE WHAT A BEDROOM IS AND THE DATE THIS CODE WAS ENACTED?
- WHAT ARE YOU DOING TO DETERMINE IF THIS IS AN ISSUE WITH EACH AND EVERY STR? HOW ARE YOU CONFIRMING THE BEDROOMS AT EVERY STR IN PALM DESERT ARE LIVING UP TO YOUR CODES? WHAT OTHER COMMUNITIES/HOA's ARE HAVING THIS ISSUE?
- HOW MANY FIRES HAVE THERE BEEN IN THE LAST 5 YEARS IN RESIDENTIAL HOMES IN PALM DESERT? OF THESE RESIDENTIAL HOMES, HOW MANY OF THE FIRES WERE STRs? HOW MANY OF THESE FIRES TOOK PLACE AT CONDO COMMUNITIES? HOW MANY OF THESE FIRES TOOK PLACE AT MONTEREY CC? THANK YOU FOR YOUR TIME AND CONSIDERATION.

Sincerely,
Carrie Kropfl
Founder
Streetubez
www.streetubez.com
949-554-4448
On Fri, Feb 23, 2024 at 3:41 PM Lorena Ritchey <[email protected]> wrote:

Good afternoon Carrie,
This is in response to your inquiry about what is considered a bedroom.

This is the Chief’s Building Official, Jason Finley response, and he has been included in the response as well.

Monterey Country Club has had a marketing and real estate history that conflicts with the California Building Code’s minimum requirements for these rooms adjacent to the atriums. Occasionally, we’ve received old marketing advertisements that labeled these rooms as bedrooms. Our archived building records from when Monterey Country Club was first constructed consistently label these rooms “dens.” The 783
anomaly is that there are properties within Monterey Country Club that do have a technically acceptable 3rd bedroom.

Now, a den, office, media room, or bonus room is a legal use of space with an atrium.

It meets the building code’s definition of a “habitable space.” “Habitable Spaces” (except sleeping rooms) do not require emergency egress and escape design, achieved by a minimum-sized window or door that leads directly to the public way.

Furthermore, when an atrium enclosure permit is reviewed, the rooms adjacent to the atrium can no longer be labeled as bedrooms. A permit will not be issued until the room use is corrected.

I apologize for the length. It's important to provide context as to why these were researched, applied to the technical aspects of the state code, and the determinations made. Should you have any questions, I can be reached at 760-776- 6428 and email [email protected].

Lorena Ritchey, CCEO
Management Analyst
City of Palm Desert
73510 Fred Waring Drive, Palm Desert, CA 92260
[email protected] | 760.776.6477 | www.palmdesert.gov 784
785
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California Residential Code 2022
R310.1 Emergency Escape and Rescue Opening Required
Basements, habitable attics and every sleeping room shall have not less than one operable emergency escape and rescue opening. Where basements contain one or more sleeping rooms, an emergency escape and rescue opening shall be required in each sleeping room.

Emergency escape and rescue openings shall open directly into a public way.

Exceptions [SFM]:

1. Basements with a ceiling height of less than 80 inches (2032 mm) shall not be required to have emergency escape and rescue openings.

2. Emergency escape and rescue openings are not required from basements or sleeping rooms that have an exit door or exit access door that opens directly into a public way or to a yard, court or exterior egress balcony that opens to a public way.

3. Basements without habitable spaces and having not more than 200 square feet (18.6 m ) in oor area shall not be required to have emergency escape and rescue openings.

4. Storm shelters are not required to comply with this section where the shelter is constructed in accordance with ICC 500.

5. Where the dwelling unit or townhouse unit is equipped with an automatic sprinkler system installed in accordance with Section R313, sleeping rooms in basements shall not be required to have emergency escape and rescue openings provided that the basement has one of the following:

5.1. One means of egress complying with Section R311 and one emergency escape and rescue opening.

5.2. Two means of egress complying with Section R311.
2 5/10/24, 3:35 PM Chapter 3 Building Planning: Building Planning, California Residential Code 2022 | UpCodes 787
R310.1.1 Operational Constraints and Opening Control Devices Emergency escape and rescue openings shall be maintained free of any obstructions other than those allowed by this section and shall be operational from the inside of the room without the use of keys, tools or special knowledge. Window opening control devices and fall prevention devices complying with ASTM F2090 shall be permitted for use on windows serving as a required emergency escape and rescue opening and shall be not more than 70 inches (178 cm) above the nished oor. The release mechanism shall be maintained operable at all times.

Such bars, grills, grates or any similar devices shall be equipped with an approved exterior release device for use by the re department only when required by the authority having jurisdiction.

Where security bars (burglar bars) are installed on emergency egress and rescue windows or doors, on or after July 1, 2000, such devices shall comply with California Building Standards Code, Part 12, Chapter 12-3 and other applicable provisions of this code.

Exported by https://up.codes
that the basement has one of the following:

5.1. One means of egress complying with Section R311 and one emergency escape and rescue opening.

5.2. Two means of egress complying with Section R311.
5/10/24, 3:35 PM Chapter 3 Building Planning: Building Planning, California Residential Code 2022 | UpCodes https://up.codes/viewer-export/california/ca-residential-code-2022/chapter/3/building-planning#R310.1 2/2 788
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A T T O R N E Y S
SHAUN M. MURPHY, ESQ.

PARTNER
ADMITTED IN CA, Ml, TX, NY
AND THE U.S. SUPREME COURT
REPLY TO·
1800 E. Tahquitz Canyon Way
Palm Springs, California 92262
T (760) 322-2275 • F (760) 322-2107
murpt,[email protected]
April 4, 2024

VIA HAND DELIVERY
Anthony Mejia
City Clerk
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, California 92260
RE: Keith Kropfl and Carrie Kropfl appeal of decision from building official related to short-term rental regulations
Dear Mr. Mejia:

We represent Keith Kropfl and Carrie Kropfl who own the real property within the Monterey Country Club at 239 Serena Drive, Palm Desert (the "Property''). Mr. and Mrs.

Kropfl (pronounced Cropful) recently received an adverse decision from Mr. Jason Finley, the City's Building Official (the "CBO''). The CBO made three determinations. Under Section 2.72.010, the Kropfl's appeal the decision on the first and second issues only. A copy of the decision is attached as Exhibit A.

ISSUE NO. 1: Whether the Kropfl's may continue to use the third bedroom for short-term rentals.

The reasons from the CBO for the denial are in Exhibit A. The Kropfl's intentionally bought a property in an area that allowed short-term rentals. They checked with the city, with the homeowner's association of the Monterey Country Club, and did their own due diligence before purchasing. The sellers had purchased the property in 2016 as a threebedroom condo. The sellers listed the property in 2021 as a three-bedroom condo, the Monterey Country Club property managemenVsales office provided sales and marketing information showing their floorplan as a three-bedroom condo. The Monterey Country Club homeowner's association provided a floorplan also showing the Property as a threebedroom condo (with the original builder's, Sunrise Division, logo on it). Their realtor also identified the Property as a three-bedroom condo. The Property has been classified as a Palm Springs, CA
T (760) 322-2275

SLOVAK BARON EMPEY MURPHY & PINKNEY LLP
Indian Wells, CA Costa Mesa, CA
T (760) 322- 9240 T (714) 435-9592
San Diego, CA
T (619) 501-4540
www.sbemp.com
Princeton, NJ
T (609) 955-3393
New York, NY
T (212) 829-4399
803
Anthony Mejia
April 4, 2024
Page2
three-bedroom condo for decades, and the County of Riverside Assessor's Office recognizes it as a three-bedroom condo.

After they bought the Property, they applied to the city and the city issued a shortterm rental permit for 2022, and again for 2023, for a three-bedroom condo. By issuing the permits, the city recognized the Property as a three-bedroom condo. The Kropfl's recently applied to renew their permits for 2024, and were told - for the first time - that the permit could not be renewed as a three-bedroom rental and could be used only as a two bedroom.

The Kropfl's made the City aware that currently, the Monterey Country Club's onsite property management/sales office was continuing to sell and lease their exact floor plan as a three-bedroom condo, the homeowner's association was continuing to pass out floor plans showing it as a three-bedroom condo, and sellers/realtor's within the Monterey Country Club were continuing to list and sell it as a three-bedroom condo. The city responded by saying, "the City does not regulate advertising or private transactions." With actual knowledge, the city is allowing the very same floorplan at issue here to be advertised, leased long-term, and sold as three-bedroom condos.

The city's sudden change in position has and will continue to have a significant financial impact on the Kropfl's. The change causes an income loss of at least 30% based on the amount of rent. The change will likely cause greater losses because fewer people will rent the Property if it accommodates only four people instead of six. A 30% reduction in revenue would be between $30,000 to $50,000 yearly.

The Property is a principal source of income for the Kropfl's. It is how they support their family. Their Property is highly rated, they make sure their guests follow the rules, and they have received no complaints from either the City or the Association. Their Property combined with other similarly situated properties provide a significant economic benefit to the City. They employ a cleaning staff, gardeners, pest control, handymen, plumbers, and more. They send customers to Monterey Country Club for golf. Past guests have bought property in Monterey Country Club after staying at their property. Each transaction contributes to the Palm Desert economy in addition to the 12% tax they pay to the city.

In addition to a loss in revenue, the city's change of position has impaired the Property's value. The change is estimated to cause a loss of value between 20% and 30%. Nothing has changed during the decades where the Property was classified as a three-bedroom condo. The city should continue to recognize the Property as a threebedroom condo and allow the Kropfl's to market and rent it as a three-bedroom.

ISSUE NO. 2: Whether the Kropfl's may use their code compliant living room as an additional sleeping room to accommodate two more guests.

The CBO determined they could not use the living room as a bedroom. The basis for the denial is set forth under Issue 2 in Exhibit A
804
Anthony Mejia
April 4, 2024

Page 3 ends

The CBO admits that the term "bedroom" is not defined in Chapter 5.10 regulating short-term rentals. The CBO interpreted bedroom to mean:
a private room intended for sleeping that is separate from other rooms by a door, having a least one window that meets the Emergency Escape and Rescue Opening requirements of the California Building code, has a closet/storage area, and is accessible to a bathroom without crossing into another bedroom.

The CBO based his interpretation "in part on the city's ordinance differentiating between on-site and off-site owners. Specifically, §5.10.090(G) ... " The CBO also based his decision on definitions in the American Planning Association, Planners Dictionary, and his profession experience. He did not, however, provide any information from those resources to justify or explain his interpretation.

First, the CBO's reliance on § 5.10.090(G) is puzzling because it is irrelevant to defining the term "bedroom." That section merely states the obvious presumption that an on-site owner will be deemed to occupy at least one bedroom. The presumption makes one less bedroom available for rent, but it does not aid the effort to define a "bedroom." Since we have no information about what the Planners Dictionary provides or the CBO's professional experience, there is no basis to evaluate the information on which he purportedly relied. The Kropfl's dispute the CBO's definition of bedroom; particularly, the requirement that it have a door. The CBO cites no provision in the city's Code of Ordinances requiring a bedroom to have a door.
1 There are many sources other than the Planners Dictionary that define bedroom with no reference to a door. For example, Merriam-Webster defines bedroom to mean, "a room furnished with a bed and intended primarily for sleeping ." (https://www.merriamwebster.com/dictionary/bedroom#dictionary-entry-1 ). No mention of a door. The Cambridge Dictionary defines bedroom to mean, "a room used for sleeping in." (https://dictionary.cambridge.org/us/dictionary/english/bedroom). No mention of a door.

Dictionary.com defines bedroom to mean, "a room furnished and used for sleeping." (https://www.dictionary.com/browse/bedroom). No mention of a door. And The Britannica Dictionary defines bedroom to mean, "a room used for sleeping." (https://www.britannica.com/dictlonary/bedroom). No mention of a door. It is apparent that the CBO selected a source to use that would support the conclusion he wanted to reach.

In an earlier communication dated February 27, 2024, to Mrs. Krapfl, the CBO explained his interpretation of an acceptable sleeping room. He said, "As I stated at our counter, a front room or living room meets the building code definition of a habitable space. If emergency egress and rescue requirements are achieved, the building code is I wonder how parents would react after learnlng that removing the door to their teenager's bedroom for whatever reason means that the room is no longer a bedroom as determined by the CBO. 805
Anthony Mejia
April 4, 2024
Page4
silent on whether you can sleep there or not. I did say this would come to a Short-Term Rental Program policy decision if these areas (front rooms, living rooms, and similar spaces) would be allowed. That discussion resulted in researching other programs that conclusively excluded front rooms, living rooms, and similar spaces. The City decided to align with other jurisdictions' definitions and not allow it to be counted toward the program." (Emphasis added.)
The CBO admits that the city's Code of Ordinances have no provisions defining an acceptable sleeping room. He also admits "If emergency egress and rescue requirements are achieved, the building code is silent on whether you can sleep [in a living room) or not." He referred to other jurisdictions who specifically adopted regulations governing the use. Rather than amend the Code of Ordinances to conform to what other jurisdictions have done - to specifically address the issue - the city adopted a policy based on what other jurisdictions had implemented. The city is applying a shadow regulation - one that has not gone through the formal procedures to amend the Code of Ordinances - including providing notice to residents.

The room that the Kopfl's want to use for more guests is a "room furnished and used for sleeping," or "a room used for sleeping." It has windows that comply with the Emergency Escape and Rescue Opening requirements of the California Building code, has a closet/storage area, and is accessible to a bathroom without crossing into another bedroom. There is nothing in the California Building Code nor is there any provision in the city's Code of Ordinances prohibiting them from using the room as an acceptable sleeping room.

The CBO's determination that a door is required for a room to be classified as a bedroom is arbitrary. It should be reversed and the Kopfl's should be allowed to advertise and rent the space as an additional sleeping room.

SMM: sv
Encl.: Exhibit A
Fee Payment
Sincerely,

SBEMPLLP
BY: Shaun M. Murphy
806

EXHIBIT A
807
March 25, 2024

VIA US MAIL AND EMAIL
Ms. Carrie Kropfl
246 West Escalones
San Clemente, CA 92672
CITY OJ PAlM D~SIRI
73-510 FRED WAIUNC DRIVE
PALM DESERT, CAUFORNIA 92260-2578
TEL: 760•346·0611
INFO@PALMDES!RT.GOV
Subject: Monterey Country Club - Den and Bedroom Interpretation Dear Ms. Kropfl:

I wanted to provide a formal response to the three questions below that you have raised in connection with using your property in Monterey Country Club and the ability to appeal the determinations we have provided you.

Question 1: Can you continua to use the third bedroom, based on the floor plans provided (attached)?
No, the third bedroom you reference is considered a den and cannot be used as a bedroom.

Mr. Jason Finley, CBO the City's Building Official responded on February 27, 2024 that the information you provided is not the construction plans, but rather marketing materials. Mr.

Finley then provided you with a copy of the approved floor plan (attached) that was permitted for your unit from our permitting archives, and the room in question was labeled as a den. Mr. Finley also provide you with a letter dated September 28, 1981 (attached) from the Sunrise Company, the developer to our former Chief Building Official clarifying that "the den Is not Intended to be used for sleeping purposes."
Furthermore, Mr. Finley reviewed and concurred with the 2022 California Residential Code (§A310.1 - Emergency Escape and Rescue Opening Required1) which states: Every sleeping room shall have not less than one operable emergency escape and rescue opening. Emergency escape and rescue openings shall open directly into a public way (§R310.1 ). In applying this life, health, and safety requirement for "Den" space(s) adjacent to the atriums of the Monterey Country Club floor layout, it is determined these atriums do not meet the minimum code requirements for a bedroom or sleeping room. They lack direct access to a public way and cannot be used as such. This determination was also based upon documentation from the original developer acknowledging that these areas could only serve as a den. An outside independent building official was also used and concurred (attached) in 1979.
1 Cited California Residential Code Definitions (Section §202):

EMERGENCY ESCAPE AND RESCUE OPENING. An operable exterior window, door, or other similar device that provides a means of escape and access for rescue in the event of an emergency.

PUBLIC WAY. Any street, alley, or other parcel ofland open lo the outside air leading to a public street, that has been deeded, dedicated, or otherwise permanently appropriated to the public for public use and that has a clear width and height of not less than IO feet (3048 mm). 808
C. Krapfl - Interpretations

Page 2 of 3 ends

March 25, 2024
Appeal of Building Official's Interpretation
Pursuant to Palm Desert Municipal Code (PDMC) Chapter 2.18, the Building Board of Appeals1 a letter of appeal must be submitted requesting an appeal of the Building Official's interpretation. Once the letter is received a hearing will be scheduled with the Building Board of Appeals. If you wish to appeal against Mr. Finley's interpretation, submit to the City Clerk a letter requesting the appeal along with a check in the amount of $276.00. A hearing will be scheduled no sooner than ten days after receiving your request.

Question 2: Can you use your llving room as a bedroom to sleep two additional guests for a Short-Term Rental?
No, the living room cannot be used as a bedroom. Chapter 5.10 of the PDMC includes the regulations for operating a Short-Term Rental Unit with the City of Palm Desert. §5.10.090(G) establishes that the maximum number of overnight guests shall not exceed two persons per bedroom. §5.10.030 includes definitions, however a definition of "bedroom• is not included.

Chapter 2.12 of the PDMC establishes that the Community Development (Development Services) Director shall enforce the standards of the POMC pertaining to the use of land, the erection, construction, reconstruction, moving, conversion, alteration, or addition to any building or structure, which involves the interpretation of those standards. For purposes of the short-term rental regulations, I have interpreted bedroom to mean:
a private room Intended for sleeping that is separated from other rooms by a door, having at least one window that meets the Emergency Escape and Rescue Opening requirements of the California Building code, has a closet/storage area, and is accessible to a bathroom without crossing into another bedroom.

This interpretation is based in part on the city's ordinance differentiating between on-site and off-site owners. Specifically, §5.10.090(G) establishes that on-site owners shall be deemed to occupy at least one bedroom, which shall diminish the number of bedrooms for overnight guests accordingly. In other words, a one-bedroom unit CANNOT be Issued an On-Site Short Term Rental Permit, because the On-Site Owner must be present and must stay at the property in a bedroom The interpretation was also based on in part on definitions of bedrooms and sleeping rooms contained in the American Planning Association, Planners Dictionary, and my professional experience.

Appeal of Director's Interpretation
Chapter 2. 72 establishes procedures for appeals to City Council that requires an appellant file a written notice of appeal specifying the specific decision from which the appeal is taken, the specific grounds for the appeal, and the relief or action requested from the City Council.

This notice must be submitted to the City Clerk within ten (10) days after receiving this written letter along with a check in the amount of $276.00. Once deemed sufficient, the City Clerk will schedule the appeal for a hearing by the City Council at a regular meeting, but not later than forty-five days after receipt of the notice of appeal. The City Clerk will cause the notice of hearing to be given to the appellant not less than ten days prior to the hearing unless that notice Is waived in writing by the appellant. 809
C. Krapfl - Interpretations

Page 3 of 3 ends

March 25, 2024
Question 3: Can up to four overnight guests per bedroom be permitted for a ShortTerm Rental? No, only two overnight guests are permitted per bedroom. As stated above, PDMC §5.10.090(G) explicitly states that the maximum number of overnight guests shall not exceed two persons per bedroom. This is not a matter of interpretation, but a strict code requirement. As such, there is no right to appeal the decision Is ministerial and does not involve the exercise of administrative discretion or personal judgment (see PDMC §2. 72.01 O(B))
Sincerely,
RICHARD D. CANNONE, AICP

DIRECTOR OF DEVELOPMENT SERVICES
Attachments
cc. Todd L. Hileman, City Manager
lsra Shah, City Attorney
Jason Finley, CBO Building Official
810

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City of Modesto
Butldtnt ln,pectfon City Ha 1, 801 • 11th Strftt
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auwaa au..-..,._,.._ tUY al PAI.II 1.U£H1
Subject: tMrgency Egress end Rescue llflldaws •
Stcttou 1304 and 1404, 1971 Ull1fora BuUdtng Code
Dear Mr, llt11ey:

You asked the question tn your lettctr of .January 30, 1979, • ••• are the egress or rescue windows requtred by SoctlDI\S 1304 and 1404 also req1dred exits as defined 1n Chapter 337• The 1ncwer to th1s question 1s "no", as the emergency egr.ss ~nd "scue .rlndows do not coa,ly with the requtre111ents tn Chapter 33. H~ever, the dosfgn exemples whtch you enclosed wtth your letter have probleais •htch are not solved by the answer to your question.

Tht tnt.nt of the code fs that wfftdQIIS required by Sections 1304 end 1404 i,. 1v1tlable so that rescue can be effected from tht extertor, or tn the alternative. one may escape f•oan that window to the exterior of the butldtnq wfthaut having to travel through the bu1ld1ng ttself. If these emergency wtndows open onto an fnterfor court or a so-called atrtum, they do not •et the f ntent of ttse code.

Wa note from your letter that you 1ndtcated Sntion 1304 was refer.-ed ta by Sectton 1406. Actually, the reference fn Sectton 1406 1s to Section 1306 for yards and courts havtng req11tred windows opentng theretn.

It 1s our opinion that the windows required by Secttons 1~04 and 1404 for tme1"9ency eyress and rescue should open to th~ t>ltertor of the but ldfng and not fr.to courts or atrtums. As 813
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C I T Y O F P A L M D E S E R T
73-510 FRED WARING DRIVE
PALM DESERT, CALIFORNIA 92260-2578
TEL: 760-346-0611
[email protected]
May 24, 2024 SENT VIA EMAIL & U.S. MAIL
Mr. Shaun Murphy, Esq.

C/O Keith Kropfl and Carrie Kropfl
Slovak Brown Empey Murphy & Pinkney LLP
1800 E. Tahquitz Canyon Way
Palm Springs, CA 92262
[email protected]
RE: NOTICE OF DECISION – CITY OF PALM DESERT BUILDING BOARD OF APPEALS Pursuant to Palm Desert Municipal Code (PDMC) Chapter 2.18, be advised that the Palm Desert Building Board of Appeals took the following action regarding the appeal on May 23, 2024:

Adopt Resolution No. BBA-2024-01 entitled “A RESOLUTION OF THE BUILDING

BOARD OF APPEALS OF THE CITY OF PALM DESERT, CALIFORNIA, UPHOLDING THE CHIEF BUILDING OFFICIALS’ DETERMINATION THAT A DEN AT 239 SERENA DRIVE, PALM DESERT, CALIFORNIA CAN NOT BE USED AS A SLEEPING ROOM AND MAKING FINDINGS IN SUPPORT THEREOF.” According to PDMC Section 2.18.040, the decision of the Building Board of Appeals is final unless appealed to the City Council within five business days. Therefore, the deadline for appeal is Thursday, May 30, 2024, by 5 p.m. Enclosed is the appeal form, which must be accompanied by a payment of $276.

If you have any questions, please do not hesitate to contact my office.

Sincerely,
Anthony J. Mejia
City Clerk
Enclosure: Appeal Form & Resolution No. BBA-2024-01
815
RESOLUTION NO. BBA-2024-01

A RESOLUTION OF THE BUILDING BOARD OF APPEALS OF THE CITY

OF PALM DESERT, CALIFORNIA, UPHOLDING THE CHIEF BUILDING OFFICIALS’ DETERMINATION THAT DEN AT 239 SERENA DRIVE, PALM

DESERT, CALIFORNIA CAN NOT BE USED AS A SLEEPING ROOM AND

MAKING FINDINGS IN SUPPORT THEREOF
WHEREAS, On February 27, 2024, the Chief Building Official provided Ms. Carrie Kropfl, Applicant, correspondence that the use of the den at 239 Serena Drive, Palm Desert, could not be used as a sleeping room; and
WHEREAS, On March 25, 2024, the Development Services Director, in accordance with Palm Desert Municipal Code 2.72.020 provided a Written Determination to Ms. Carrie Kropfl, Applicant, that a living room cannot count as a bedroom for purposes of a short-term rental unit and the den could not be used as a sleeping room; and WHEREAS, On April 4, 2024, Mr. Shaun Murphy, Esq., on behalf of the Applicant filed an appeal of the Chief Building Official’s determination that the den at 239 Serena Drive, Palm Desert could not be used as a bedroom for purposes of a short-term rental unit; and WHEREAS, on May 23, 2024, the Building Board of Appeals conducted a hearing to consider the Applicant’s appeal, and duly considered all evidence, testimony of the applicant and interested parties, and the evaluation and recommendation by staff, at said hearing; and WHEREAS, notices of said hearing were made at the time and in the manner required by law.

NOW, THEREFORE, BE IT RESOLVED, by the Building Board of Appeals of the City of Palm Desert as follows:

SECTION 1. RECITALS. That the foregoing recitals are true and correct and are incorporated herein as substantive findings of this Resolution.

SECTION 2. FINDINGS. The findings for confirmation and support of the Chief Building Official determination are hereby adopted as follows:

1. 2022 California Residential Code, Section R310.1 establishes the minimum requirements for emergency escape and rescue for a sleeping room.

2. The original permitted and approved construction plans identify the room attached to atrium at 239 Serena Drive, Palm Desert as a “Den” and not a sleeping room.

3. A letter of correspondence from the International Conference of Building Officials concluding the lack of required emergency egress in rooms attached to atriums cannot considered a bedroom.

4. A letter of correspondence from the original developer admonishing the use of the den as a bedroom.

DocuSign Envelope ID: 5937E003-9137-4B55-86DF-F1163EEB9754 816
Resolution No. 2024- BBA-2024-001 Page 2
SECTION 3. ACTION. Based on the evidence and testimony presented, and the findings contained in Section 2, the Building Board of Appeals does hereby deny the subject appeal filed by Mr. Shaun Murphy, Esq., and upholds the Chief Building Official’s determination that a Den at 239 Serena Drive, Palm Desert, cannot be used as a sleeping room for purposes of a short-term rental unit.

ADOPTED ON MAY 23, 2024.
__________________________________

JOHN GREENWOOD

CHAIR, BUILDING BOARD OF APPEALS
ATTEST:
__________________________________
ANTHONY J. MEJIA

CITY CLERK
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. BBA-2024-01 is a full, true, and correct copy, and was duly adopted at a regular meeting of the Building Board of Appeals of the City of Palm Desert on May 23, 2024, by the following vote:

AYES: HOLT, GAUGUSH, LATKOVIC, LEVIN, AND GREENWOOD
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
RECUSED: NONE
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. __________________________________
ANTHONY J. MEJIA

CITY CLERK
DocuSign Envelope ID: 5937E003-9137-4B55-86DF-F1163EEB9754 5/24/2024
817
G:\CityClrk\City Clerk Group Documents\FORMS\Appeal Application 2021-11-10.docx 1/5/2022

FOR OFFICIAL USE ONLY
Date Appeal Filed: _______________________________ Fee Received: _________________________ Treasurer’s Receipt No.: __________________________ Received by: __________________________ Date of Consideration by City Council or City Official: _________________________________________ Action Taken: ________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Date: ____________________________ _______________________________________ City Clerk/Deputy City Clerk

CITY OF PALM DESERT, CALIFORNIA

APPLICATION TO APPEAL
DECISION OF THE_________________________________ (Name of Determining Body) Case No.: Date of Decision:

Name of Appellant: Phone:

Address:

City, State, Zip: E-mail:

Description of
Application or Matter Considered·.

Reason for Appeal (attach additional sheets if necessary):

(Signature of Appellant)
PDMC 25.60.080 Appeals http://www.qcode.us/codes/palmdesert/?view=desktop&topic=25-25_60-25_60_030 Resolution No. 2012-37 (Pg. 7) – Appeals Flat Flee $276 818
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APPLICATION TO APPEAL
DECISION OF THE 1::>u\Aa1l~i~ni~ D'r (\~PeALS
Phone:

Address:

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Description of
Application or Matter Considered:

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Reason for Appeal (attach additional sheets if necessary):

FOR OFFIC SE ONLY
Dale Appeal Flied: lo\~½ Fee Recelvedta:db- 00
Treasurel's Receipt No.: ~'5::.~\ Received by: bJ ~ ~
Date of Consideration by City Council or City Official: _:m _______ i)--=----------- ActionTaken: ______________________ _
Date: ________ _
City Clerk/Deputy City Clerk
PDMC 25.60.080 Appeals htto:t/Www.qcode.us/codes/patmdesertnyjew:<tesktoo&topic=25:25 60-25 60 030 Resolution No. 2012-37 (Pg. 7) -Appeals Flat Flee $276
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820

FOR IMMEDIATE RELEASE

CITY OF PALM DESERT BUILDING DEPARTMENT RULES IN FAVOR OF REDUCING BEDROOM COUNT FOR APPROXIMATEL V 1,000 UNITS WITHIN THE MONTEREY COUNTRY CLUB COMMUNITY DUE TO LACK OF EGRESS, TURNING ALL BEDROOMS ATTACHED TO ATRIUMS INTO NON-SLEEPING DENS.

If the Palm Desert City Council upholds this decision, it could potentially lower property values by 30%, affecting roughly 1,000 homeowners within the Monterey Country Club community.

Palm Desert, Calif. (May 29, 2024) On Thursday, May 23, 2024, the Palm Desert Building Department ruled in favor of upholding Jason Finley's, the Chief Building Official of City of Palm Desert, interpretation of a ''den" vs a "bedroom". This ruling means all rooms attached to the atrium within the Monterey Country Club cannot be utilized, advertised, or sold as a "bedroom" and instead must be called a "den".

In addition, the building department determined that people are not allowed to utilize the den as a sleeping room (click here for the city's notice of decision). There are 1,206 units within the 375-acre gated community, and approximately 1,000 of these units were built with rooms attached to atriums.

Monterey Country Club was built by the Sunrise Company between 1978-1982.

According to Keith Kropft, a commercial real estate professional, "An additional bedroom will bring the most value to your home if it qualifies as a bedroom according to state building code requirements, appraisal regulations, and the real estate definitions for listing purposes. Each legal bedroom you add to a property can increase the value of that property by up to 20-30%. If you look at two-bedroom units in Monterey CC vs three-bedroom units which recently sold, the difference in price is upwards of $100,000 - $150,000. Square footage also comes into play, but loosing a bedroom wilt absolutely lower the value of a home."
The Kropfl's said that they intentionally purchased their property in Monterey Country Club to utilize as a short-term rental, because it's one of the few communities in Palm Desert that does not prohibit STRs.

Carrie Kropft, Airbnb Superhost and owner of LifeStyleRentalPrope[tj9s,com, claims that this ruling is going to cause a 30% loss in revenue for not only their unit, but all other short term rental owners in Monterey CC with their floor plan. "Monterey CC has approximately 1,000 units with rooms attached to atriums. This is going to have a negative impact on property values. Monterey CC property values have increased significantly over the last few years because of investors like us. Investors who ran financial models and intentionally invested in the community because short term rentals were allowed and they could market the properties as three-bedrooms that sleep six," stated Mrs. Kropft.

In addition to lowering property values, it also opens sellers and sellers' agents to lawsuits if they misrepresent the room in question as a "bedroom". California law allows buyers to sue the sellers and sellers' agents for "negligence" as well as "false advertising". The statute of limitations for negligence is two years and the statute of limitations for false advertising is four years. According to the Kropfl's, they met with three different attorneys and were told by all three attorneys, that anyone who has purchased a property in the last 2-4 years (and the property was sold to them indicating the room in question as a MEDIA CONTACT:

Carrie Kropfl
[email protected]
LifestyteRentalProperties.com
949-554-4448
821
"bedroom"), has every right to sue the seller and seller's agent. Now that the city has made this issue public, anyone who markets and sells these moving forward {indicating the room in question is a "bedroom") risks being sued for "negligence" and/or "false advertising." The Kropfl's challenged Mr. Finley's Interpretation of a bedroom vs a den after the city denied a renewal of their Short-Term Rental License for a three-bedroom STR that sleeps six people.

According to the Kropfl's, they purchased a three-bedroom, two-bathroom condo in December of 2021 within the Monterey Country Club in Palm Desert. The City of Palm Desert awarded them a short-term rental permit in 2022 and 2023 for a three-bedroom unit that sleeps six people. When the Kropfl's went to renew their STR license in January of 2024, they were Informed by the city that they would only renew their STR license if they advertised it as a two bedroom that sleeps four. "For the record, this was done without due process," stated Mr. Kropft
The city claimed that the room attached to the atrium was not a legal "bedroom", that it was a "den".

Since it was no longer considered to be a bedroom, the Kropfl's were told they could no longer advertise it as such and had to reduce their bedroom count from three to two and their occupancy level from six to four people.

Mrs. Kropfl said, "We were in complete shock when the city enforced this change without any due process. One day we had a three-bedroom condo, the next day we didn't. Poof, just like that! We were completely blindsided. For two years, the city approved an STR license for a three bedroom. We were never informed of the change. Only when we went to renew our Ucense were we told that we no longer had a three bedroom. The city didn't send a formal letter to any STR owners making them aware of this upcoming change and why. No explanation. Only once we started pushing, showing up at the counter, and demanding an explanation did they finally explain what was going on and why. We've spent thousands of dollars in attorney fees trying to resolve this issue and have lost thousands in revenue from our STR business. We purchased an Alhambra Plan condo in Monterey Country Club (click here for floorplan), and it was sold to us as a three bedroom. We Immediately went back and looked at our records, the MLS (click here), appraisal {click here), marketing materials {cUck here), etc. and all these documents stated that the condo we purchased was a three-bedroom condo. The sellers of our condo purchased it in 2016 as a three-bedroom (click here). Most units with our floor plan in Monterey CC have been and continue to be sold and rented (long-term) as three-bedroom condos. Monterey CC HOA has passed out Alhambra Floor Plans for years that show it as a three bedroom. Coldwell Banker Fogarty Group, the onsite sales and leasing office, sell and long-term lease these floor plans as three bedrooms (click here). If you pull these properties up on Zillow (click here) and Redfln (click here), the units are currently being sold as three bedrooms."
Mr. Kropfl said "Mr. Finley has concluded that the room attached to the atrium does not have an exit point {egress), that leads directly to the exterior of the building. He is claiming this is a fire hazard, so it therefore cannot be considered a bedroom and/or sleeping room. The city also provided us with a letter from the builder (click here). Sunrise Company, to the city that acknowledges that the room in question is not a legal bedroom. This letter also states that all the Sunrise marketing and advertising materials they provide the public show it as a den. However, we were given floor plans for the Alhambra Unit, by the Monterey Country Club HOA, that has the Sunrise logo on it and clearly states that this room is a bedroom (click here)."
822
According to Mrs. Kropfl, "Mr. Finely admitted to us that the city is fully aware of the problem at Monterey CC (the advertising, sale and long-term leasing of these properties as three-bedroom units) and that the city has been aware of this for decades. He told us that the city addresses the problem when an owner submits building plans for renovations. According to Mr. Finely, only when an owner submits building plans for renovations are they informed by the city that the room attached to the atrium is not a Legat bedroom. The city then requires the owner to relabel this room on their building plans from 'bedroom' to 'den'. If this is true, then all the owners who have renovated their properties over the years have been made fully aware that the room in question is not a legal bedroom. These plans also must be approved by the Monterey CC HOA. There is a stringent process owners go through at Monterey to have plans approved. So, we don't understand how the HOA could not be aware of this issue. And if they were aware of this issue, why have they passed out Alhambra Floor Plans for years to potential buyers/residents stating that this room is a bedroom?"
"The city told us that if we want to have a third bedroom that slept two people, then we needed to renovate our unit following their guidelines on what constitutes a bedroom. So, we met with several contractors to get a quote on how to create a third bedroom the way the city is requiring, and we were quoted upwards of $250,000 to do this. We were told we basically have to turn the kitchen into a bedroom, the living room into the kitchen and the dining room/atrium/room to atrium into the living room/dining room," said Mrs. Kropf\, "What was interesting is one of the contractors I met with said that he was recently on the city's ETRAKiT system, a system that the city uses to for tracking building plans that are submitted, and he noticed that someone at the city had recently been on the system and changed a lot of his previously approved projects in Monterey CC (that the city had approved as three bedrooms} into two bedrooms. If this statement is true, then that would mean the city has approved the room in question as a bedroom in the past," said Mrs. Krapfl.

During the Kropfl's hearing with the City of Palm Desert Building Department on May 23, they requested the city honor the original STR license they were awarded in 2022 and 2023 for a three-bedroom unit that sleeps six. The Building Department refused their request during the hearing, stating concern of fire safety.

According to the Kropfl's, the city said that they had approved their previous STR licenses (as well as all other STR owners with this room) out of error due to lack of manpower and systems in place, to Identify these types of issues.

The Kropfl's suspect that someone outside of the city approached city officials and instigated this change in policy. They have requested the city disclose, as part of their discovery, all communication (written or verbal) that brought about this change {both internally and/or externally}. "We want to know who instigated this change in policy and why and have asked the city to present this information during their appeal at the Palm Desert City Council hearing," stated Mrs. Kropfl. "The City seems to be concerned with enforcing this rule only on STR owners. Mr. Finely has acknowledged that the city has been aware of this issue for decades. Yet, the city as stayed silent for years, allowing the Monterey CC HOA to pass out floor plans and the onsite sales and leasing office, Coldwell Banker's Fogarty Group, to market, advertise, sell and long-term lease these properties as three bedrooms. These two entities set the tone for how these properties are marketed and sold throughout the community. If the city was that concerned about this issue, we don't understand how they could sit silent for decades allowing one thousand residents to be defrauded, " said Mrs. Kropfl. 823
According to Mrs. Kropfl, she spoke with Jessica Balesteri, who oversees Monterey CC's onsite leasing office and made her aware of the situation. She said that Ms. Balesteri claimed that the rules do not apply to her office. "Jessica told me that because the onsite leasing office does seasonal rentals that are 30+ days, that the rules don't apply to them. She said that they can legally advertise, market and lease the room attached to the atrium as bedroom," said Mrs. Kropfl. She has asked Ms. Balesteri to attend the City Council hearing and present this information.
"The City of Palm Desert's silence on this matter has led to approximately one thousand homeowners within the Monterey CC to be defrauded, " continued Mrs. Krapfl. "If the city is concerned about fire safety, they should be concerned about the residents who own and live in these properties, as well as the people who rent these properties seasonally/long-term, not just guests who visit for a few days. If the city is only concerned about enforcing this rule on STR owners, then that feels an awful lot like we are being targeted and discriminated against."
The Kropfl's claim that If the City Council upholds this decision, it will have a tremendous financial impact on their family and others, -We had a 30% loss in revenue after being forced to change our listing to a two bedroom that sleeps 4 (compared to previous years). We intentionally invested in this property because we were allowed to utilize it as a three-bedroom STR that slept 6 people. We did our due diligence, ran the model and selected this beautiful property because we knew it would create the cash flow we needed to help support our family and eventually retire. If the city upholds this decision, It will put our retirement goals out of reach. We've spoken to several other STR owners within the community who have used their property as a vacation rental for decades (utilizing the room in question as a bedroom). These are elderly people who have told us that this is their only source of income, 11 said Mr.

Krapfl.
"When this whole debacle began, the only place I could find our condo described as a two bedroom was on the County of Riverside Assessor's office website, under our 'Property Profile (cUck here)," said Mrs.

Kropft "In March, l contacted Miguel Tapia, the Appraiser at the County of Riverside Assessor's Office, and explained the situation and asked if he had some sort of history of our account. I asked if our property had ever been indicated in their system as a three bedroom. Mr. Tapia told me he didn't have a history of our account, but after looking at our property's MLS listing, photos and Zillow, he visually determined that our property was in fact a three bedroom (click here) and changed it in the County of Riverside's system to be reflected as such and emailed me the updated records (click here}." "In a City Hall Public Hearing on May 9, 2024, the city made a presentation to Council Members explaining how they had made an error in 2022 and 2023 regarding our property's STR license, and therefore needed to correct our STR license from a three bedroom to a two bedroom. The city explained they finally had the manpower and systems in place that allowed them to look up our property on the County of Riverside Assessor's system and when they did this, they found that the County had assessed our property as a two bedroom. The city claimed that at that point, their office realized their error and corrected our STR license to a two bedroom." said Mrs. Kropfl. "Well, the County of Riverside hes changed their position. Mr. Tapia, who is the appraiser for the county, clearly spells out in our email exchange that he looked at the MLS, photos and Zillow and visually determined that our property was in fact a three bedroom and sent me an updated property report. Since the city claimed that the whole reason for changing our STR license from a 3 to a 2 bedroom was because of how the County of Riverside's Assessor's office had assessed our property, then the city should honor the county's change in position and award us an STR license for a three bedroom." 824
The Kropfl's have asked Mr. Tapia to attend the upcoming Palm Desert City Hall hearing to explain why he reassessed their property from a two bedroom to a three bedroom. Judy Gaudiano, appraiser at Action Appraisal Services, has also been asked to attend and explain why she appraised the Kropfl's property as a three bedroom when they purchased the property.

They have also requested Carlos Rodriquez, Fire Marshall for Riverside County Fire Department, to speak and share his opinion: is the room in question a fire hazard to utilize as a bedroom and/or sleeping room and/or habitable room? Is this an issue that has been brought to the fire department's attention in the past, and if so by who and when? If it is a hazard, is it a hazard to only short-term renters, or is it a hazard to every owner/resident/renter within the Monterey CC community? And finally, if it is a hazard, does he have any suggestions that could resolve the issue to satisfy the city, so that STR owners can advertise/utilize this room as a bedroom and/or sleeping room and/or habitable that sleeps two people? The Kropfl's have also asked representatives from Monterey CC HOA (Albert Management), the onsite sales and marketing company (Coldwell Banker's Fogarty Group), and the builder (Sunrise Company) to attend the Palm Desert City Council hearing and present an explanation as to why their companies have and continue to advertise, market, sell and/or lease the room in question as a bedroom and if the city, or any other company or individual have ever informed them that the room in question is not a legally a bedroom, that it is a den. The Kropfl's have also requested that Arlene Felix, who oversees the architectural review process at Monterey CC, make a presentation on how Monterey CC HOA has defined and approved bedrooms when plans are submitted to them for renovations, is the room in question approved by the HOA as a "bedroom". or does the HOA require owners to relabel the room in question as a "den", explain the renovation approval process and share (if at any time during her employment at the HOA} it has been brought to her attention that the room in question is not a Legal bedroom.
"Monterey Country Club is not the only community in Palm Desert that has a room like ours that is attached to an atrium. If the City Council upholds the Building Departments decision, it will have a negative impact on all property values, throughout the city of Palm Desert, that have this type of room/floorplan. It will have a negative impact on STR investors who specifically purchased these properties to generate revenue because of the bedroom and occupancy count. Their decision will impact countless sellers and seller's agents who sold these properties over the last 4 years who advertised/sold the room in question as a bedroom. In addition, it could also initiate class action lawsuits across the board," said Mr. Kropfl.
"If the city council won't approve the room in question as a legal bedroom, we request a compromise:
the city allows STR owners to advertise the room as a den/bonus room/game room that sleeps two additional guests. We feel this is a fair compromise that would help us recoup our losses by being able to increase our occupancy level from four people to six people," explained Mrs. Kropfl. "In a City Council hearing on May 9, 2024, the city council ruled against (click here} STR owners being allowed to utilize their living rooms to sleep two additional occupants (for example, on a sofa bed}. How many of us have guests sleep on pull out sofas In our living room? Or fall asleep watching TV in our living rooms? How many couples have gone on vacation and had their kids sleep in the living room, so they could have atone time in the bedroom? This is an overreach of power. At that city hearing, there was a lot of focus on dictionary definitions of the word 'bedroom•. During this next City Council hearing we would like city officials to keep in mind the definition of the word 'discrimination'. Whatever decision the city council makes, it needs to be enforced across the board on all owners of these properties regardless of how they utilize their properties {full-time residents, part-time residents, long term rentals, seasonal 825
rentals, as well as short term rentals). The law also needs to be enforced on all realtors/representatives that advertise/market/lease/sell these properties on the owner's be halves. If STR's owners are the only class/group/category of people that are not allowed to advertise/market/use this room as a bedroom and/or sleeping room and/or habitable room, it is a clear form of discrimination, n claimed Mrs. Kropfl.

Google-a definition of discrimination: "Discrimination refers to the unfair treatment of a person or group of people based on their characteristics or attributes. It can involve prejudice or prejudicial actions 1
• Addition alb!, discrimination can also refer to the ability to recognize differences between things of good Quality and those that are not
2 ."
Wikipedla definition of discrimination: "Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, religion, physical attractiveness or sexual orientation.

Discrimination typically leads to groups being unfairly treated on the basis of perceived statuses based on ethnic, racial, gender or religious categories. It Involves depriving members of one group of opportunities or privileges that are available to members of another group.n Britannica definition of discrimination, "The intended or accomplished differential treatment of persons or social groups for reasons of certain generalized traits. The targets of discrimination are often minorities, but they may also be majorities, as black people were under apartheid in South Africa.

For the most part, discrimination results in some form of harm or disadvantage to the targeted persons or groups."
The public hearing addressing this issue will be held at the Palm Desert City Hall located at 7351 O Fred Waring Dr, Palm Desert, CA 92260 on TBD at TBD.
###
•
.._

CUCK HERE FOR SUPPORTING DOCUMENTS
PR Documents for City of PD
Appeal
Shared with Dropbox
www.dropbox.com
826
• CLICK HERE TO VIEW THE KROPFL'S AIRBNB
MEDIA CONTACT:

Carrie Kropfl
[email protected]
LifestyleRentalProperties.com
949-554-4448
Home in Palm Desert • *4.95
• 2 bedrooms • 2 beds • 2
baths
37 Pools & Spas/6-seater
golfcart/Golf/Pickleball
airbnb.com
827
' •
May 24, 2024
Mr. Shaun Murphy, Esq.

C/O Keith Kropf! and Carrie Kropf!
CITY Of PAlM DES~RJ
73-510 FRED WARING DRM!
PALM Dl!SERT, CAuFO"RNIA 92260-2578
TEL: 760-3't6-0611
[email protected]
SENT VIA EMAIL & U.S. MAIL
Slovak Brown Empey Murphy & Pinkney LLP
1800 E. Tahquitz Canyon Way
Palm Springs, CA 92262
[email protected]
RE: NOTICE OF DECISION - CITY OF PALM DESERT BUILDING BOARD OF APPEALS Pursuant to Palm Desert Municipal Code (PDMC} Chapter 2.18, be advised that the Palm Desert Building Board of Appeals took the following action regarding the appeal on May 23, 2024:

Adopt Resolution No. BBA-2024-01 entitled "A RESOLUTION OF THE BUILDING BOARD OF APPEALS OF THE CrTY OF PALM DESERT, CALIFORNIA,

UPHOLDING THE CHIEF BUILDING OFFICIALS' DETERMINATION THAT A DEN AT 239 SERENA DRIVE, PALM DESERT, CALIFORNIA CAN NOT BE USED AS A SLEEPING ROOM AND MAKING FINDINGS IN SUPPORT THEREOF." According to PDMC Section 2.18.040, the decision of the Building Board of Appeals is final unless appealed to the City Council within five business days. Therefore, the deadline for appeal is Thursday, May 30, 2024, by 5 p.m. Enclosed is the appeal form, which must be accompanied by a payment of $276.

If you have any questions, please do not hesitate to contact my office.

Si~=~~
~~ny~. City Clerk ~
Enclosure: Appeal Fonn & Resolution No. BBA-2024-01
828
Oocu~ign Envelope ID: 5937E003--9137-4855-86DF-F1163EEB9754 RESOLUTION NO. BBA-2024-01

A RESOLUTION OF THE BUILDING BOARD OF APPEALS OF THE CITY

OF PALM DESERT, CALIFORNIA, UPHOLDING THE CHIEF BUILDING OFFICIALS' DETERMINATION THAT DEN AT 239 SERENA DRIVE, PALM

DESERT, CALIFORNIA CAN NOT BE USED AS A SLEEPING ROOM AND

MAKING FINDINGS IN SUPPORT THEREOF
WHEREAS, On February 27, 2024, the Chief Building Official provided Ms. Carrie Kropfl, Applicant, correspondence that the use of the den at 239 Serena Drive, Palm Desert, could not be used as a sleeping room; and
WHEREAS, On March 25, 2024, the Development Services Director, in accordance with Palm Desert Municipal Code 2.72.020 provided a Written Determination to Ms. Carrie Kropfl, Applicant, that a living room cannot count as a bedroom for purposes of a short-term rental unit and the den could not be used as a sleeping room; and WHEREAS, On April 4, 2024, Mr. Shaun Murphy, Esq., on behalf of the Applicant filed an appeal of the Chief Building Official's determination that the den at 239 Serena Drive, Palm Desert could not be used as a bedroom for purposes of a short-term rental unit; and WHEREAS, on May 23, 2024, the Building Board of Appeals conducted a hearing to consider the Applicant's appeal, and duly considered all evidence, testimony of the applicant and interested parties, and the evaluation and recommendation by staff, at said hearing; and WHEREAS, notices of said hearing were made at the time and in the manner required by law.

NOW, THEREFORE, BE IT RESOLVED, by the Building Board of Appeals of the City of Palm Desert as follows:

SECTION 1. RECITALS. That the foregoing recitals are true and correct and are incorporated herein as substantive findings of this Resolution.

SECTION 2. FINDINGS. The findings for confirmation and support of the Chief Building Official determination are hereby adopted as follows:

1. 2022 California Residential Code, Section R310.1 establishes the minimum requirements for emergency escape and rescue for a steeping room.

2. The original permitted and approved construction plans identify the room attached to atrium at 239 Serena Drive, Palm Desert as a "Den" and not a sleeping room.

3. A letter of correspondence from the International Conference of Building Officials concluding the lack of required emergency egress in rooms attached to atriums cannot considered a bedroom.

4. A letter of correspondence from the original developer admonishing the use of the den as a bedroom.
829
Docu~ign Envelope 10: 5937E00~137--4855-860F-F1163EEB9754 Resolution No. 2024- BBA-2024-001 Page2
SECTION 3. ACTION. Based on the evidence and testimony presented, and the findings contained in Section 2, the Building Board of Appeals does hereby deny the subject appeal fifed by Mr. Shaun Murphy, Esq., and upholds the Chief Building Official's determination that a Den at 239 Serena Drive, Palm Desert, cannot be used as a sleeping room for purposes of a short-term rental unit.

ADOPTED ON MAY 23, 2024.

ATTEST:
@;:t~
ANTHONY J. MEJIA

CITY CLERK

JOHN GREENWOOD

CHAIR, BUILDING BOARD OF APPEALS
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. BBA-2024-01 is a full, true, and correct copy, and was duly adopted at a regular meeting of the Building Board of Appeals of the City of Palm Desert on May 23, 2024, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

HOLT, GAUGUSH, LATKOVIC, LEVIN, AND GREENWOOD
NONE
NONE
NONE
NONE
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seat of the City of Palm Desert, California, on 5/2412024
ANTHONY J. MEJIA

CITY CLERK
830
187
- Carrie
T Superhost
4 s My work: Owoor of Lifestyle Rental Properties
;~ Most useless skill: Tap Dancing
f<J Favorite song in high school: Landslide by
Fleetwood Mac
* What makes my home unique: Beach/Tent
Beds & Desert/Butterfly Mural
~- Pets: SAky Yorkle Dog, Snickers & Cat, Deuce
Q Born in the 70s
8 Where I went to school: Cal State Fullerton
<w Fun fact: I was on the "Dating Game• show
at 18yrs
(S) l spend too much time: Looking up properties
to grow AIRBNB biz
0 rm obsessed with: Going to Concerts
CB My biography title: Fear Never Held Her Back
00 Speaks English
(t Lives in San Clemente, CA
@- For guests, I always: Have a Welcome Book &
bottle of Prosecco
We are the Kroptrs. You may have seen us on Shark
Tank (ovr son, Carson, created locker Board, a
sustainable line of skateboards, & landed Sir Rkhard
Branson, of the Virgin Group, as his partner). My
name is Carrie, owner of Lifestyle Rental Properties.

My husband, Keith, Is a Principal & Managing
Director of the Orange County Office for Avison
Young (an international, commercial realty firm). We
think of everything so our guests don't have to!
Carrie's reviews
" ... Amazing place , with 5 star location. Carrie
was fantastic with anything we needed I Will
definitely be back !. ..
)
f\t\l'~n~ ~t.EOP OW~$
831
Tim
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Home *4.95 Villa
37 Pools & Spas/6-seater... Stunning Beach ...

Terms • Sitemap • Privacy• YourPrivacyChoices €D
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MLSBeds
3 MLS Full Baths
2 Haff Baths
NIA
MLS Sale Price
$495,000
MLS Sale Date
12'1)9./2021

OWHEA IIFORMATION
owner Name
Mal Owner N•me
Tax Blllng Address
CCMIUNl'l'Y IN9ICltffll
M&clart Home Value
Mell#! Home Value Rallng
MLSSqFt
1,670
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MonleNly 239 C..
24eWEtelonte
Lot Sq Ft
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8/10
tt/100
Total lncl(jenlS (1 yr)
Standlrdized Test Rank
LOCATION INl'OIIIIATION
~COde
canier Route
Zoning
TIIICI Number
School Oletrict

TAX IVOIIIIATIOH
APN
AllemateAPN
%111"4)f0Wd
legalOeaalp!lon
AISES1IIIIEHT a, TAX
Asseaameo!Yee,
Asse&8ed Valot • Total
Assessed Value • Land
Afflaaed Vebl • lrnproYed
YOY Assessed Change ($)
YOY A8ae88ed Change(%)
Tax Year
2021
2022
2023
~"'-menl
Palm Det!lrt Emo Srv
Coachella Veley Rec &Pk Ad93-
Cvwd Sewer Senlioe Charge ld80
Total Of 8,-clll Assessments
CHARAC11ilWTIC8
Counly Land Use
~ Land Use
Bulldlng Sq Ft
GronArea
Slllrles
Bedrooms
Total Baths
MLS Total Balhs
1M
82/100
82280
C024
PRS
11'54
De-1S.U-lncllo
2023
S!MM,toO
$71,400
$43S,500
$9,900
2'11,
Total Tax
$3,A31
$8,450
M,599
Condo Or PUD WIIII Plivnt E.ntr
Condominium
1,870
2,174
1 Tu:ZMLS:3
2 2
Proparty Delalla _,_, ___ c-c,..._c. __ ,11LS
MLS YrBullt
1979
Tex BIiiing City & State
Tax Blllklg Zip
SchoolOlgtJlct
Fam»,- Friendly Score
Welk8llle Score
Type
CONDO
01 Home Plfce Foreea.st
LNt 2 Yr Home App,eciatlon
San Clemente, CA
IIH72
DESERT SANDS UNIFll!D
21 /100
57 /100
Comm College Oi8ll1cl Code ONelt
localfon ln~enoe Golt CourN
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2022
$4t5,000
f10,000
"25,000
$2S7,874

92.3"JI,
Change (S)
TaxAmoum
N0.00
$9.to
$34!.41
$411.31
HeatTyp&
Cooling Type
Ga,aoe Type
Garage Sq Ft
Parking Type
ParklngSpaces
RoolMaterla!
Vear Bult!
018048
..

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2021
1257,3211
$90,1)83
$187,213
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504
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Page 1 ends

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ValueA40f 01/2!tt'2024
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Otherlmpw
lolBuldlnga
Conlldence Score
Forecast Standard DeYlallon
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Yes
1 a4-0a-11 04:33:22
91 7
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1957
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ML$ Original Litlt Price $61t,9!0
MLSUs11ngl 539317
MLSStalus C1oMd
MlS l.lstlng Date OW21/ll021
MLS Listing Pr1ce 1418,950
MLS Orig L.latfng Prioe S51t,fl50
MlS Cloae Dale 12JO!lf.l021
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Nominal
BuyerName
Seller Name
Document Number
Oocumeri Type
Recording Date
Sal&Oale
11AHW021
Ta: 11115'2021 ULS: 12,1)9,'2021
08ol03l2022
07114/2022
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727610
C.. Momerey 239 LL
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Kropft K la C Living TN
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:M3714
Quit Claim Died
07/21/1994
12A:>9l2021
11/151»21
$495,000
The Kropf! K a C LIi, Tr Ult
BaltowDorothNA
727910
GtantDeed
Property Detall• eo.-•"-"-,c.:in.-... c.w .... RotloN•Ut.$ CloslngOate
MLS Sale P11ce
Ml.SUs11ngAgent
MlS listing 8tOk8r
MLSSource
Sale Type
Deed Type
OwnerName
Sell«
08116"2016
08/23l.201&
1240.000
Barlow Doc-o1hee A
Sotllller Fanlly Tnm
350S22
GrantD..s
1112411993
215035458da
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Bu'ffl(Name
Seier Name
Docunent Number
OoOJment Type
M0MOAGI NltlORY
Mongage O.te
Morlgaga Amount
Mortgage Lender
Mortgage Code
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Sohlllll' Gary John 6 VJdd L .. n

12.()9/2021
$398,000
28t2l9S
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COnventioMI
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34' 26'
2· '- as· l '
03,03/2020
'50,000
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08/18/2016
$228,000
12131(1991
$93,000
y
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Schiller ,r1nk
495119
QlftDNd
12/16/1986
S110,000
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I Da el O 1111 not IIIIIWtt 1lltcOttlet to, SIii !of Ult Sllblle1 lllltN• llt!ldarl. f.lptaln Ult 111Ubol Ill...,. ol Ill con .. c, ..... <Hlly lie llllt,slll - nDI pnmtd. Anna - lllle·l"-.. ., ......... ~- "" •--""' terms o, n.. ......,...,.. _,.._ of 19 ,._ and Wlltl arwdad 1o , .. . I,,,.

Coftlllc:1PJ1clt .tOJt. nM Dllu1C..tl 11/0812021 141111 oio-.... Ult o.n•ot Gublc ..cGll!t llill Ya I J No Dlta~[II A-W If 11111 fl1Y llltnelilllliltancl (loan dlllflt.• COlltllliorll, fl! Gtd-Jlll'aNI ...,_,, t!C,) IO IN pall! l)y 1f1Y pe,!yGSI INlld 111111 ~ U Yn ml !lo nn. "1PIII llit llllll dolall'IIMI ima• lal llmtll Ill DIM, ffi .. 11011: Rica andtht l'IClal composruon o10ten11tlllllllllood nnoUOPftlSallldUls.

Nlllh•G11100ll Clla11alllslcs COlllmnlnlllm UIIIIIIOIIIIIIII Tlaft ColdOllllll1m H- Pl'ISent Lind Use'I ~llllPwl R~ lllllfll P!IIOIIIYV.S l!ii!I- n5111111 n Olct,hl PRICE AGE 0.-Urt RI\ 'i IIIA-0, l'l"ll &ow 75" n 25·751' Olllll•251' lllllltndlSI- f l SIi- IRIII~ nOlwSUiiPI/ 1111111 -l HUIII ... 6lov,1II 11- !XI s.- nS1ow 11-11t1• lli!IUu3mlbs nu,_ 1 10-em111s ')t:6 low 0 Mull-- ... llljglllallllloBOIIIUlls !:t""-t boundld bv /"1wu,t#rw Cllb Or (0 the"""" M---.. A,-, to --- 710 ltlllll .t'.\ COMWCIII 15" '----•- •·-,t,\--~ ........ _,_.\Ahu<nn0,totlll,-- .,f')Jt Pllll 39 ()llllf ... !:, ......... 111 ............ ln ......... olMorte- - -· ,.,,...,;.,,..,. ol '11.ched Condo unila ll'ltllld with nr,11 ,,.,., ............... - - -----.... ... .,.,n., ..... ,.. ....... ._, ...... nd •<tCD$ !:u..._.ha9-"""'-. lfn allnnnlnft """"""• and teMCII&. Comm-..i d retail bull-...... •-- MllulCOndlloaal~•-IOfllltlllovtco- u ....... r fntt. . "'-~Ill~~ - auh oonwt1ional ,_ ""'""'" w,,.,n ....,_. -llted •---tlmaia 1-3 mOftha. s.,i,;..,,,.,.-•-i• ,.._t...,ftthe-,..,,.1-.....,_,.,_,o lize 1- , , ..,_ .... •"""•r'" ...,.,. n ...._ --ma"'.,aliiliN. Sae_.......,......, .. r-1.eve1 SIii T-.1 r.v•i... •- OtMIYA__,,,. VIN A·~----~- I Smell!; Znllnll~ R4. ....................... ZOIIIIIOC~ !'Ill~ n ltQllllllncon1Mnttg,0.11tt-----•-1ou111111- I IY1$ n11t I H,z- n lll•a•HONclllDtl
b lit -Ill and 111111 u• ol __ _,imlll'Md /Ol'U~ •Pllf aod fflC!ll:IIIMl)lllt l'Mffl •? Oil ru n,.. ,11& .... The ............ ....... -..,_., 1
.... 11 .... --..,,,_.,.. , .... ,J ..... -···-·· im .. ,,., ...... ~ ... to-- lata Pulllle Olltlrld- l'ublfc Olh•IIIIIIIINI .. -ftllnPIMNl!I· ,,,. Pullle Mn Benlcb IRI n w... l!iil! fl ............ I I IX!
Gas Dill n Slaw,S...Dill n Alff i.i ..... n D
ffllAs-lllAlollHIZUIIIN f l Yts Dill No fB&AfllOIIZ. X 191,\11111 I 11:IIA »•P DIii A Mlltt umtl llldal-1111 -.,o,tm1111S~llftlltuutwr? 1'11'1 Yn n Ho 1110 • .._..

M•1P111nv._lbccimDnlc,Ullllllll.clOPSl-ts.111C101C~IMOllmeattlt:Olldllolil.lllAlltmS.R,lt I I Ya DO flo I Y,s, dllCIIJt lc.""ect IA .... lbv...,...., . w.. _....._ a:inditlona noted. Tille....,.,. not 1'9-..-1 PIMllle - .we tw- ----·~ ... , ••• n.&.-~--tv.w...ifo,e,.W-•-.. ~,..,..,..,.;,. -
1 lo"""COll'N wtth,.,.,,, end mountain,_
_,r,111,....,.,........ n&ui S -• """railerfies -
,_ult- I I Dllldlld Iii! AIM•T ... ouse I 7 6IIUI f, __ I 7 -- n Ot!Nr(llnalltl Gtllllll -11on G•Aml-llaP su111ecc- n PlolectComnanm ltflallClllcamI olStOIIIS ~ EIGllllfWIIIJ ~"""" ICIIUlllb 34 I 01Pllua INJA I oll'llllllldl'lllolSW- o AoOl~CI TIA , .. ~cooi- .... #o1Unb ,,_ I Oll'llllnldUnb F- 1]- TOIIII#- ., ... ., I d Olis fel SIii 0 I 01 Unb IOI SO I.a , al 1111b Ill, Salt IUnilfC..Uctbl A1111 ,.,..,_ .," ld~SGil lu I 01UnbSMI 117nA. #olUriSSttl YW&aa 1979 T,ot ~-.. Ill Unb Rlntld lo IOl!Mb~ 30 I olU~Rllltd Bllct'IIAH 'X'l Gues1...,., 50 I otDw,.,Oc:cu...,.Unb l'W I 010..0ccttold lblll$ 111711 , o10wnw0cc-u• .... c,Mn-,Oc.......,, IO ...... ~ I I Slconilltoml<l'llecftl1llftll I lftnlllll ls..,_...., In Cllllllllot• ~ AaaoCIIUocl IHOAl? fly-, l!ii'IHo IMuii.m1r1 llMa • , , Koaowiwr Asloclllllln I I Otmiptp l!iil llillaQlllltAI - • M'1dl nane ol ,...,men! CIIIOl11Y, M>ett 1760-" ,A A~ o-,..._ ... .......,,_,., UA ,UI\ -•• f'--•- ~n •-"-. ,.nted "" time ONsllllY_, tn1111'11t1• A/llthMlull, t\mlcr.-0111.-. *'own-tllan 10'iolllll11111lunlU11III 11111111:1? I IVU llfl 110 nYes.OIISClllt Was111e••etC11111dlWlte~11--rt1"'°1cOlldornrillm? nre, li!Nt HYn..._111,-u.ndll•o1"nW11o11.

Alfi al 1nls, COllll110ll ••nts. 1ndl'IINIIIOII IIC1Ds cernJ11111 (lllcaiAI 11llldblml • a e.-hl!m colllllllllft)? Dill Yes I I No 1110. dllCllbl bllteluny C0111mtldll ,oec1'1111, - f 7 Ya DG 1111 IYa,daalbt11rdldCll1IIIIO'llltl,elallllgtollhtcomll\llCllltlt1Ct.

F11ddlt Mac Form •GS M~b 2005 UAO VmlOn 912011 Pag, 1 ol 6 knnlt Ma, Form 1073 Marell 200S furn 1073UAD ·"IOTA!.' ..... ldlWIII flJ a II ma, '1C. • 1.-.AWrlDE 841 Individual Condominium Unit Appraisal Report Mo/'tefeY Counry Club flltl 1119~1
llaclllt 1111 CNIIIDil otttia-, 1114.....,., conllM:lkrl. ~i - ·- ,,..h .... d•- , , .......... and .,,,,..i111nr1 ol the,,,,_...,..~ Ollalltlhl-lilm1•and~lllca$. ............... ~ o ...... ., __ T..,,,..., _ _. ..... __. __ M-COMIIIOOlllmenblAMIOOfllifll111«YltOW11W~? I Yn Jg\ Nt lfYts. dlsol1 Ille,.. t•mnM oIS .. OIOIICI ~ lO a-•nd.i I I Yn IR! NI Hts.I 114PYlll'l~IIIIIS..iCM4111nsl ... -· lacllln•toulbt lll'tlll 11111KUl2111111 MIi? DO YH 17 He .......... n,ninrnNltOtnetllli:IOlllidllandlllllbll-. t O td 11!1 dlhOI ~ U. e~'1m PIGIKtbulftll klPlhll Nl'IIII,-. 1-l 1111 Ndstl ll111!11j11Jtlllellldg1t (allUIC)" o1-.-. CIC.), CHIIY ll1Ulll"""'-ft0100!iolmtd. i:,.,-"' • •• unA,_nn.,,,.~--~hutftwtn ,ln,....,n..,., ,:,.,,. __ ......,..., Inf • r "" ..___. .._ .-... o( 1h11 ...,.,..,.,.., In the -nl Iha client WOl-'d llke ■uch""""""" I la racommendad that a r~ , .. ~-........ llftlllWIIWIJOUllflNS(Olhlrllln ..... HOAC!lllalllllifllllUDdtlll_,IUDs? nYaMIJo l\'11,IIOOl!t!IHhlllltUNI dlSCIIII.

Coo,.-IOOIIWC Olst!IIIP-ud-.tllt$Ull!KlllilC!I-• .... - r 1 ..,,, IX! A- r How • 111111 i, Law, ma111 All ltlll ltt/ ll)tdll1tunus,II c~Cllldts olllll ll'lllct (bl• Ollht ca~llrn decull11115, HOA m....,. o, ... lnlollldon)'-IO mt a,onlsel? n Yn 1111 Ht U Yes. dtlC!lle ad midi Ult tllldllll .. ,and fflllblll!Dv. PefthoMnA 7""-'YA.<>7711 ,,.__; .... _,"°_""_wilh the HOA.

IJIICMIOal 681 OIPIIIOIIIIIX 12 a I 8.172.00 -- AMulii-1"'_1 _____ 1Nlol--UU • I .& R7 UtD1ttc"dldlrlUN un•-•-11111 Ii! 1111111 [ J Hal , 1 ,..Ccndllontt1 n 11tc1t1r , -. Gu n w11w n s.ww 1 , c.. □ o ... 111na11111 GINNIIIIDesclltJl(On lnlllllof llmltllslctlldfb Alnlnlllll Appllanees CltSlolllJII ,.., 1 AlCfs .. - ftllalrlcel1) I 1 -..... !Na
IOllntlS 1 Wall$ n,..,,,.,,,ivAva ... IO ' ~ rx16111111 COVllldno,.a 11111hr 1 .. , 1'1'11 futlr.- Tlfnlllllsh ·- Dect.1'1111 ""•b ,._ Mllf:lowM IOI Cws 2 llill! C..IAC n lndlltlullAC 81111 Willttt4! Tie/Ava .. - Nona lls!lwlillP I Amlntd IX! Ollnld -,oa.,,....,.1 DINII -· .. Otlllf i"tuard , __ ., ?'l.0
ftlllllN ll'll~cYt -COlllUlt 6 ~. aa.oo.s 1 .,,. bhltl 1678 SciulflrtetflGlosslMIDAlaAIICMGIHI Ile INIIMU!la tlld-fll' .. lltdhtdt11h1llfll-m1tllld'I M w., 1111 lllo..dllCllll•co-OIIC-IOOIIIIII-Uitmlflllt-.

Mflllonllfl!'-(IOICllll-tfllr:INI n,rm. ett.l Woodftoorth--houfeia:emwtile~- ,....._ . ...,.,...,....,........,. ..... . ........... l.........,•mf........,. ·---·-·- · -•. ·®--door-,,,..,,mountain_ Dn::ltlt 11111811dbinof U. _lllv __ lllllllilll_ dltllbl!Dn,IN0mto-. •odt ... , llt.l. ,. ... ·I<>-....... 1-o·Battvooms-not ,..,,.....,..No_...,.,.,.""" -- "'",_IICt hall~- and c:onefillon. No e111ema1 ~-......_ I.......,._ A&•---••--1onanelal '·-··- ,1n .. ---·--....... ~. Tlla••-~· ca1:>on monoidde detedor and amoke-.,... ni. water hNter is ooutJ6e "'"""""'· • • ,.-..... .......,IICN tlootf""' "'°'"' ....,.. _ __. lfttrrt1t111Yllbsicllddt:lucllla,ldvw.cam11111Nt11n1111C11111.....,, .. 1111nas. wM,C11111-ot• "9Pl'IY? □ Ya DIii NI ll'tt..._, lu.. - · ,or ............ .. ,_,.. __ or It,, ---~•--- ,..__....,......_,~...,,.~~ 1nN88fincl•- I nhvW'.AI def'101andes and 11&-.. reooited ,w,, """""'"' ..........,. -~-· ..........._ ---' ....., on this -rt for atn.dural a,ndllcna that rruw 1 ............... ltn.....,""'a""""" ,,-., .. ,......,,.,__,.,.,,.,_,..._jMif--•- .,_ ,_.._,,......,.ltlon"".

Olis 111, --•tnlllt1 COIWffl 101111 n.-hb<floOd lble1onllu-. -. c::oadbln • .,,., c~c11on. ~l? IX! Ya I t Ht 1"8.dtsole Sub -- ~-·,tothe..,,..,...,h_,..,e"""'""' - bv the ,.,.,l'lller arid the calcul!lted __,,. tootaae 1-. mAW ttilf,., from PUlllic ReoottfAI ;* MINI in thio. rwintl
I 1X1 dM I lalllCllltSllldltllllllltOP nsflf-olU.~-•lllcom-llllS 11101.- U."SQICII n .. fill dlll111tlMII--Alls1tRnlllPltl1!ll1Ulitltlll'IPlll)'IOflt111111tyws1111C,-,llllllkllW-lltol111blf)IIIIIISII.

O,tuo-rsi nAU1~'8-.-.:....

MyNNll'tll i,a dll 1 1 •net,...,.., __ Ale&ll'Rll..,o!lhltotn.-Slluto,111,war-1111!1tdtllo!•otmece111pi11••· 11111.1--,,1 ........ ,.. __ ..... Rlpoll'1111111Jbot .. N11111tl MIi IJl11)11$ ot me•• (It N!Ullf blsfoly ot lht Sllbllet lllOIIIII)' Wm-ti., ...... NIWDllll-• on .,..,31.

ITEM SUB.ECT COIIPAIIAlllf SAlf I 1 COMPARA8U SAl.1 # 2 COMr>W.81.£ SAlE #3

0. ol 1'11111 Sall/f111111t
PltctolP!IOPSalemlnlllf
OM Seulel[tl OAMLS/Re.elitl 1,_ ... ,.-~ lnAu1<>1Df11illt 1 ......... ~lft---- E1'tlclle OIII ol Olla So.-etlsl 111110,,,,,.,, 11/19/20,1 111119/?021 ·--- 1-ol-ullOPNnlhf ~of Ill SUllflCI-• ClfflJlllllfllt•ta. Su-llacl no,..,,,,,, sales witt,in the,,..... 38 ..,.,wt,,o_ 1-1 2anli3ha~r,o,v1,v.--, .... ..---
fieddlt Mac Form 65 March 2005 UAO VerglOn 9/2011 Pagt 2 of 6 Fannie Mae Form 1073 Much 2005 F1lln 1073UAO • "l'OJAL• 101111111 tlftifn II)' I Iii Ill., ~c. • 1-«IO-~ 842 lndlVldual Condominium Unit Appraisal Report
n... .. 3 - - Clll'tllti otlll'ld ta, au Ill !hi IUlillCI ntklhlNillloall •nnlM II - lllm I .,.,,. """ Monlltt'eY Countly CM>
FIii 111921
1111 585000
u.. .. 88 cc--.llhlll- 1111tr lllt- !Wllw moolls-111 ....... ..,...,,v,.. IOI AAnNVl ffATIJRE SUIIJm COIIPAAABU SAil I I COIPARA81.ES~l 2 lCOIIPARMIESAI.E I 3 Mlhlsll!d 23QS.-Or 280 Cllllt Oel Verano 359Gnln¼I 189 IUdrid A.,.

UaU • - n..-.4 "'"' Q'»ftll • _......._. r'.AQ2260 • Palm Oetlar1 r~ 92260 • Pfllm n..-tt CA 92260 l'lqilctlllllltaad MontereyCounltyCtub Mort91ey Co.my Club Montetwy Country CU> Monterey Country Club PIIISt NIA NIA NIA 1 .. , ..
-to~ 0.70mi1M~U:: l\'l1 ..,....,E lo,44-.~i:

S.PIM • .iCll~IIN ,, 4~""' II 47QMl • ~~ODO
Sall All:~IOIS ~-Alla • 2MR7111.fl. I a1, "'Ira. ft. • '>•• •• .... L • 302.78• ft.I DIii Scuctlsl , ....... - ,onu3 ,_ .... ,,nnu13 OAMLS#219069527·00M 5 Yllllcllbl Se11~11o1 R 7938 1 ·- - - ll/;/1Q1'M1 ,_ . - g ,., •• "..,,,,1 VAI.IJf A!>.'UST'MEHfS O£SCllf'TQI llSCRPOOft +(•l I M)Jsntal DESCRflW)II +(•)UdllSllll.,I OESCIIIP1lllf +Ml~ S.Clflllllfltq Annlth Amil.th Arrnlth
Conctal>IIJ lr..,.,n Cash·Q Castro
DIii ol Sallllnnl 1.,,,.,.,1,_,. .. ,~. 1.,..,..,.,..., • .,1 '>"11111 1., ..... ,,.,11121 lOCllllln S·Raa·~ ln-o .. ,-,.,._. ·-~- .---J B·Res·n....i ~srnr111 li:"'I SlmDle I""".,,,___.,. 1.:-~ .... 1.,_.,.__ l«lAMo.'-111111 IIIA1 681 1 .... , 881
cemmodllnllfflS Poolll/Spu Pools/Spa POCIII/Spaa POOis/Spas lflO-.hcllllls Gar/Tennis Gcl.'IT 8Mia
fb)fl.8"11ofl 11 , It 11
Vllw B·Glf.w:Mtn B•Glfwr.Mtll IA,., ........... la:,,..-. ......... _ lllltlotl!lMll 'RT1L•a_,_. RT11 ""'ttadled RT1L'""....- IRT1t·..a.~ 1-er eon1111e11on In.,_ lo• (),,I lt'l.f.

Aslllll-.i1 ,,,., 41 n 42 41 n
~ .r.~ ,r.~ C3 C3 ·30000
AboweGNdt TallllllillllBIIIIIDl Toie I 811w. I 11n TOIII I-. I 111a r•l1111m1.l11111111 R-ColHII 5 I 3 I 2.0 5 I 3 I 2.0 II I 3 12.0 s I 3 I 2.0 GIits•-- •.679 $41.11. ..,...... •.ft. ~,:•uv 1_4170111.l C •AMlll,Q. .7~M IISlflllnl & FWsnld Ott Ost Od Ott
Rotml1lowGNd1
rutclllnllUrav A-• IAuo,_,.. ,.._ A,_,_ ffe,_,.._ F'Allll'A~ ICAtl,,__.,_ ,~. ·-·- F£tlH'Af' 1-E-..lllms 1 .......... None 1.__ ,...._
Gllll..ir..- 1 ............... 1-, •. ---, ·A...,,-•--~ : ....... ·- ...I Pelcll.f llb1Jtdl Ir:,,,,;..,. 1 .......... Palio8 lo.,;,... 1-■ I~ 1 ...... ~ +4ntY Ii:-..,,.__
lltf~ITOIII\ nil!+ 11· ' 5701 IRI• ll• ' 27 ll<V n. IRI • ' -37300 ~Salt~ NIIAII~ U1' llllAdl, 5J'll, lle!AdJ 8.81' ol~lllllllllu GfttaM~ 1.21' I 5007111 GlossAe. 5.7'll,. 49701\1' s-ui a.as I ~7700 "'-el$$$COm-- ~.A11-1-1 Nllcllil!IVDitbYSllls ICIIS soo aoo ~ N'PRUACH TO VAUlf (IIOl ltQUWd bYfannll Mae) Elllnrdldll-ll.WbtR1nll X 6!tssllln1....,,.., =t lliblld V1IN !11W<lffll AIXlllllll Summwallleom,.._CII fa, mll:IINlll lld (IRMI
lndlUltd Vlfut by: Salts Com,owoa ~- CIV\ 000 llltonll Aj)p,oacl! (11 dMIOl)e,J) I ,...,,.......,,,,......_,tn-- •••-Hit.._...., ___ ..... ~-DI-.,_.....,..,..,....,..,..,._ . n...r ........ _....,. ii not allllllcable tcr Condomlril.lrn Ullila dLlft ti) duo.-1 ..,.,_,n,a and --·-··. n.. lnCome A,,,.,,,_ ls not ,....,_ sillCe homes in 1 . . ... : ....... , ......... -- _,. .__;~. I Of <lnltt (Of "'-'r ----• _ __.._,_ '1111:slllCl'lbllllmD US 'UII'. LJ 1lllillct lO IXMll,IIIIIIIII ,- pllltl _, speclbllela on Ille llallS 0/ t IIJ1)0Mtll CGfldQ,n Illa• 1111~ llffl .. ., COlnplttld, 0 llbllCI "!NI ---.... (If .-.ns 1111 ... Illa el • 11y--. eMlltlJn .. 1111 ..... Of WIIIINs lllTI 11m -~lid. (If D ujldlllht r- 11wt111 -Um bald oa Utt .-tnw -1111n tnec tnt caldD>n a, oanc....,, oo.s II01 - 111.en • 11,IIU: Th1' I• an ·-- ·- REPORT l~•""""'ln , 11<:l>.AO ....... 2.~,-·
Ba!M OI a collll)!• YIRIII =tllOI el 111, lattt!Ot and bttdot 111W 01 lb slllJJect~. dlllllllll KOP11 o1 .._ stlttnllnl ol mumpbs and amlllllg COl!illtlcm, 1110 l,OIIIUl'S c CltlOA. 11Y (OUII oplnloo or fie mwt Yalllt, a defln , "" 11111 Jl!)l)llly tllll ls lllt tullJIICI 01 WS Npoll IS • .,,,, MIi nor 1111912021 wllk:h Is tilt dlll ot 1111..im and ta llfaell\'t dllt 01 ~ ancit11$1(. fttddlt Mac Form 485 March 2005 UAD V.r,lon 912011 Page 3 016 Fannie Mat Focm 1073 Marcil 2005 '11m 1073UAD • 'TOTAi..' ...... _,... Ill' 1 ll mcde, lllc. • HIOO-AWAOOE 843
lndMdual Condominium Unit Appraisal Report Monterey Countl'/ Club FIii 111921
Thi$ report lonn IS designed to rePM an appralsal ol a unit In a condominium prOject or a condominium unit In • plannad unR development (PUD). This report form Is not d1slg11ed to report an apJ)1'11sal of a manufactured hOme or a ooh In a cooperallV\l project.

ThlS apl)fillsal report Is SUbleet to lhe lollowlng scope ol work, Intended use, lnttllded ussr, definition ol market value. statemtn1 of assUIJlptlonS and lfmlll11g co11dlfo11s, and certlflcatlons. ModIDca11ons, UdllfOllS, or deletions 10 tllt lntendtd use, lnttndtd user, d1flnllfon ol market value. or assuml)lfons and llmltlng conditions are not permitted. Tile appraiser may e~panc, the scope ol worll to Include any addltlonal research or analyil$ necessary baud oo tile complexity ot this appraisal assignment Modltlcatfons or <ltltllons to the cerUlltaUons are also not permitted. However. additional certlffclllons tllat do not C0/1$tltlJle matetlal alteratlons to lllls appralnl nport. such as those t1qtired by law or those relattd to Ille appraiser's conunucou educauon or membarshlp In an appraisal oroanIzauon, are pennllled.

SCOPE OF WORK: The scope of wOllc for this appralslll Is deftned by the comple!Clty of lhls appo1lsal assignment and the rtl)()ftlr10 rtQulrements of thlS apprilsal report form, llldudlno tilt lollowlng dellnltlon ol rnarllet value. statement ol assumptions and lmltlng condllfons, and certlflcatlons. TIie appraiser mU$1, at a minimum: (1) perfonn a complete mual Inspection of the lntetlor and exterior areas or the subject unit, (2) Inspect and analyze the condominium proJe<:I, {3) lnsl)tct the nelghbortlood, (4) Inspect each of the compar«ble sales from at lust the street, (5) research, verily, and analyze data trorn relable publle and/or prtvatt sources. and (6) report his or her anattsts. ~Ions, and concluslons In this appraisal report.

INTENDED USE: The llllended USS ol this appraisal report Is for the ltndtt/cUanl to evaluate tilt l)t0l)trfy tllat Is Ille subJtcl ol this appraisal for a mortgage lln1nce nnsaclloo.

INTENDED USER: The Intended am or ll1ls appraisal report Is tilt iender/cilen1.

MARl<ET VALUE: The most prot>able price which a property stioold bring In a compelltlve and open inan:tt under al cornlltlons requlsne to a Ill' sate. tilt buyer and stller, each acting pn,0entry, knowledgeably and assuming the price Is not alleded by 111due stimulus. fmpllctt In this deflnllon Is the consummation of a s.iIe as of a speclltd date and Ille passing or !Ille lrtJm seller to buyer \#Ider con<lltlons whereby: (t) buyer and 111111 are typlcaly motivated; (2) bolt! partlas art weu ln!orllMld or well advlud. and each acting In what he or she consllltrS Ills or her own best Interest; (3) a reasona~ time Is slowed tor eXDOsure In the open malllet; (4) payment Is made In terms of cnh In U. S. dollars or In terms or nnanclal arrangemems comp11able lherelo, and (5) 1111 l)llc1 represents the normal consldentlon for the property SOid un11fected by •11tclal or creatlYe financing or sales concessions· oramed by anyone associated wltll Iha sale. • AdJustmerm to the comparablts must be made for special or creauve financing or sales concessions. No adjustments ue ntcessa,y for those costs which are normally paid by Stiers as a rullil of tradllon or law 111 a mar1itt area; tNse costs are r&adlly ldel!Uflablt since the seUer pays these costs In vlrtualy a.If sales lransactlons. Special or creative ftnanclng adjustments can be made to Ille comparable property by comparisons to flnanelno terms offered by a third party InsI1tt111ona1 lender that fs not already lnvolvtd In 1111 proper,y or transaction. Any adJustmtn1 shOuld not be calculated on a mechanical dollar for dollar cost o1 the Nnanclng or con<:esslon bit Ille dollar amount of any adfustment shoUIII approxfmata in. marllet s reaction to tile financing or con<:esslons based oo tilt ll)l)raber's Judgment.

STATEMENT OF ASSUMPTIONS AND LIMITING CONDITIONS:
subJec1 tl> the followlng assumptions and llm!llng condlllons; The apprabers C1!rtlllca11on In this rep0'1 Is

1. TIie appraiser will not be rasponslble lor matters ot a legal nalllre thal affect tlt!Mr the property being appraised or Ille tllle to n. except for Information that he or she became aware of during the resean:h lnvotled In t>trformlng this ap0ta1Sal.

TIie appraiser assumes 1h11 the tttfe Is good and mamtable and wlll not render any opinions ab0\11 tne tllle.

2. The appraiser has provided a sketch In this appraisal report to sltow the approximate c)lmenslons ol 11\e iml)fovements.

The sketch Is Included onty to as.slst Ille ruder In vlsuallllng Ille prol)trty and under,tandlng the ll)l)ralsefs deler111lnatlon olMulie.

3. The appraiser has eumlned Ille avallablt flood maps tllat are proYk1ed by the federal Emargency Man111eme11t Agancy (or other data sources) and has noted In this appralsal report wttetller any portlon ot the s11bJect stte Is located In an ldemffted Special flood ltimd Area. Because the appraiser Is not a stsVeyor, he or she makes no guaranten, exoress or lmpled. regarding tlllS datermlnauon.
◄• T1le appraiser wlll not give 1esdmony or appear In COllrt because he or sht made an appraisal ol the prOl)erty In quesuon, unless speclflc arrangement, to do so have betn made beforehand. or as otherwise required by law.

5. TIie apl)ralser has noted In this appraisal report any adurse condlllaflS (wch is needed repairs, detertoraUon. the prnenct ol riazardous wastes, toxic substances, etc.) obServed dUl!ng the Inspection or the sub)act property or that ha or she became aware of dunno tlte research Involved In performing Ill!$ appraisal Unless otherwise stated In !his appraisal repon, Illa appraiser nas no know!e(lge ot any hlddtn or unapparent ph)'sleal deficiencies or adverse conditions of the property (sucll as. but ool llmaed to, needed repairs, deterfora11on, lhe prssern:t ot hazardous wastes. toxic substances. adverse enwonm1n1aI conditions, etc.) that wo~ make tllt property less vatuable. and has assumed thal tlltre art no such conditions and males no guarantees or warranUes. 8XPf8SS or Implied. rne appraiser wtm not be responslb!I lor any sucl\ conditions that do exist or for 1n1 englnetrln~ or testing that might be requked to discover wttetfler such cono111ons elClst. Because the appraiser IS not an tx:pert tn tile fleld or environmental hazards, tllls appraisal report must not be considered as an environmental assessment of the proper,y.

6. The appraiser has based his or her appraisal report aM vatuatton concluslOn for an appraisal thal Is subltet to satlslact()()' completlon. repairs, or altera!lons on the ,ssumJ)t!on that ttle complallon, repm, or aneratlons ol the subjecl property will h performed In a professional maMer.

Friddle Mac Form 465 March 2005 UAO Vuilon 9'201 t Pao• 4 of 6 Fannie Mae Form 1073 March 201>5 fft 1073\JAO • "TOTAL' QlPlllal sallnl by• la 11Gdt, tic.· t-«>0-AWk>DE 844
Individual Condominium Unit Appraisal RepOl't
APPRAISER'SCERTIFlCATDt Tile Appraiser certffles and agrees that:

Monterey c«nry Club
Fie# 1111121

1. I have, a1 a minimum, developed and reported !his appraisal In a~cordllnce with the scope ol wort requirements stated In mts appraisal repott.

2. I performed a complete vl$utl lntpection of tilt I,-ec1or and exttl1or areas ol tilt w111,c1 propeny. I 1'1Port8CI tht cooollfon of the lmpro'ltments In factual, speclllc terms. I lderwllled and reported the pllySk:al delfclencles that coi,o affect the NvabllllY. soundness, or s11\Jctural lnltgrtly ol tlle property.

3. I performed 1111s appraisal In accordance with the requirements of Ille Uniform Standards of Proltsslonal Appraisal PrlcUce that were adopted and promulgated by 1he Appraisal Standatds Board ol The Appral$al Foundalfoo and that w111e In place at Ille time this a1>11raIsaI report was prepared.

4. I developed my opinion ()( the martet value ol tile real property that Is the subJect of this report based on the sales comparison approatl'I 10 value. I have adequate comparable market data to develOp a reliable sales comparison approaell for this appraisal assignment. I fwtlter cenlly that I considered the cost and lncoine approacttes to value but did not develop them. IJlltss otherwise Indicated In !Ills report.

5. I researched, veltfted, analyzed, and reported on any c11Ttnt 1or11ment for sale tor 111, sooJ•ct proptrty, any ottering lor eale of th• eubj$ct prope,ty In the twet,f montll• pnor to tile elleetive date ol !Ills apprabal. and the pllor sties of Ille sooject property for a minimum of tllrff years prior to the effeCUVe date of this appralSal. unless otherwlst Indicated In this report.

6. I researched. verttled. analyzed. and repoctad on the prior sales of the comparable sales for a minimum ot one year prior to 111, dale 01 sale of the comparable salt, unlt1s otherwise Indicated In 11111 report.

7. I selected and usad comparable sales that are locattonal!y, physically, and functtonally tilt most slmlar to the subject property.

8. I have not ll$1d comparable safes that were the 1'1SUN of combining a I111d sale wlh the contract purchase price ot a home that has been bull! or wlll bt butlt on tlle land.

9. I have reported adJustmenb to the comparable sales that rtlltct 111, markers reaction to the differences between Iha subject property ano the comparable sales.

10. I 'ltrllled, lrorn a disinterested sotKce, all Information In !his report that was provided by parties wllo have a llnancial lnterHt In the sale or financing ol !lie sublect prOl)tlrty.

11. I !lave knowledoe and experience In appralslno !his type ol property In 1111$ marl(et area.

12. I am aware of. anel have access to. the necesu,y and appropriate pu!lllc end private data S011rces, such as m-111p1e llstfng servtoes. tax assessment records. pUIIIIC land reco,ds and ~er such <bta sources for Ille area In whleh !he property Is located.

13. I obtained the lnformdon. estlmates, and opinions lurnlst\ld by otller l)lrtits and exprassad In tllls apprtlsll report from rellab!e so1irces that I belfeve 10 be tn,1 and correct.

14. I hive tll!en Into consldtratlOn the !actors thtt havt an Impact on vtlue wlh respect 10 the sulllect neighborhood, wbJect propeny, and tile proxtmry of the subkct prOS)trty to advern llllluencts In tht development ol my Ol)lnlon of markat value. I have noted In this appra1$al report any adverse conditions (such as. but not Hmltad to, needed rtpal/s, detelloratlon, the presenet of haz.ardous wastes, toxic substances, adverse envfronmental conllllons, etc.) observed during 111, 11\spectlon ol tht subJ1c1 property or that I beuma awa111 of during the research lnvOMtd In par!Qrmlng this appraisal. I haff considered these advel'$1 condntons 111 my analysis of the property vaI11e. and have ~ported on tne effect of the eondtllons on tile value and marl(etablllly ol the subJect property.
1 S. I have not tnowlngly Wlthlletd any slgnllcant lnlonnauon trom !Ills appraisal report and, to the best of my knowledge, al statements and Information In thts appralsil report are true and corrtct.

16. I stated In tills appraisal report my own personal, unbiased, and profa!sional analysis, opinions, and concllslons, whlcll are subJect only to lhe assump11ons and lmltlng rondlttons In this appralsil report.

17. I ha~e no present or p,ospeC11vt Interest In Ille property mat Is the subJect of this report, and I !lave no present or l)IOSPtcltve personal lnttrut or bias with resptct to the partlcll)allls lo the lrlnucllon. I did not base, ellller partllllly or cornplately, my analysis and/or Qfmton of mariet valut In this appraisal report on tilt raet. color, rellglon, sex. age, maribl status, handicap, larnllal stat11s, or national origin of llhar the prospective ownn or occUl)ants of the subJecl property or of !lie present ow'"I'$ or occupants of the l)l'Opertles In tile Vicinity ol the subject property or on any other basis prohibited by law.

18. My employment and/or compensallon tor pertormlng tnls apl)lllsal or any tulllre or anU~tecl appraisals was not condttloned on any 1g111ement or understanding, wr!tleo or otllerwlse, that I wollld report (or Pftsent analysis supportklg) a predetenmlnad speellc value, a prtdatannlned minimum value, a range or di'ectlon In val•e. a value tllat faVOIS the cause of any party. or lhe anatnmenl of a spaclftc result or occU/ftnce or a speeifc subsequent ewnt {such as al)l)roval of a pendlnO mortoaoe loan application).

19. I personally prepared all conclusions and opinions abollt the real estate tlllt were set IOC11l In this appraisal rtport. If I reffed on significant real property appraisal anlstance lfom any lndMdul or lndhlld.als 111 the performance of this appraisal or the preparatton of this alll)ralsal report. I have namad such lndlvldual(s) and dlsclos!MJ tile speclflc tMks performed In this al)l)l'alsal report. I certttv that any lnOMdual so named ts quallfled to ~rtorm the tasks. I have not auttlort.ttd anyone to make a change to ariy He111 In this appraisal ll!port; tllerelore. any change made to this appraisal Is urunrthlllt!td and I wll lake no responslblllty for It.

20. I Identified the lender/clelll In this 1ppraI~I report who Is tile lndlvldual, organtntton, or agent for !lie oroanlzatton that ontered aoo wlll receive this appraise! report.

Fredoi. titac Forin -465 March 2005 UAD Verslo~ 912011 Pao, Sol 6 Fannie Mae Form 1073 March 2005 845
Individual Condominium Unit Appraisal Report Mor,terey Cour4rr CU> flt# 111921

21. The lenller/clltnt may disclose ot dlstr1btie this appraJsal report to: the MrtGwer; another lender al the request ol the borrower; Ille mortoa(ltle or Its successort and assigns; mortgage Insurers; gOYemment sponsored entefl)llses; Olhet seconda,y market participants, data collectfon or reportfno services; prolesslooal 8l>l)(lllsal organ12at1ons; any department. agency, or Instrumentality ol the United Slatn; and any state, the District of Co!umbla, or olher jurisdictions; wllltollt having to olltaln lilt appraiser's or supt1Vlsory appral$91•s (II appllcablt) consent. Suefl consent must be o!JuJned beftlre this appra!W repon may be disclosed or dlstt1butel1 10 any other party (Including, oot not llmlted to, tile public throogll adYenfslng, publlc relations, news. sates, or olllet media).
21?. I am awara 11141 any dls~lllllure or dl$tribUllon ol 1111s appn1(ul report I>)' me or Ille lender/client may be subject lo certain laws and regulaU1111s. l'llrther, I am also subject to the PfOYlslons ot the UnWorm Standards 01 Proltssfonal Appulsal Practlce 11\at pertain to dlsclosurt ar dlsll'lbutlon by ma.

23. Tha borrower, another lend« &t the requast of the borrower, the mortgagu or Its successOl's and assigns, mortgage Insurers, giwemment sponsored entirprlses, and other seconoory martcel panlell)ants may rely on this appraisal report as part ot any mor1aao• llnanee tranuCllon 111,t trwoives any one Of more of tllese parUes.

24. It tills appralsal rel)Ort was transmitted as ao ·eIectronIc n:con1· contallllnQ my ·eiectronlc slgnat1Jte: as those terms an defined In 1!)91cable lederal and/or state laws (ncllldlng audio and video recordings), ot a facsimile transmission of this a.J>pralsal report containing a copy tit represen1auon of my slgnaturt, 1he appraisal report SllaU be as ettecllve, emoreeable and valld as If a paper version ol this app12isal repon were del!Vmd containing my ongtnal nand wrttten signature.

25. Any lntenllonal or nea11Gen1 mlsnpreseotatfotl{s) conulned In this appraisal rel)Ot1 may re$Ul In chit! llablllly and/or criminal ptllaltles Including, but not Qmlled to, f1llt ar iml)rlsonmenl or bOlh unou tile provisions of T1tle 18, United States COcle, SecUon I 001, et seq., or simlar slate laws.

SUPERVISORY APPRAISER'S CERTIFICATION: The Supervisory Appraiser certflles and agrees that:

1. I dlreelly supervised tile appraiser for this appraisal assllJnment. hava read the IJ)pralsal rtl)ort. and agree wltll the appralst1's analysis, opinions, statements, conchJ$IOns, and the appralsefs certl11catl0n.

2. I accept luff respomtbllly tor tilt contentS of this appraisal repM lnctlldlng, but not amlted to, tile appraiser's 1natysts, 011In1ons, statements, concluslons, and !ht appralsef's etrtllicalion.

3. me appialsllf ldenlllled In this appraisal repon Is dher • satH:omractor or an employee of the supervisory appraiser (ar lhe appraisal 1~m). I$ quallled 10 ptulorm this appraisal, afKI ts acceptable 10 pertOl'm this 1ppmsaI under the appUe1ble state raw.

4. Tllls appraisal report comp(las wlh lhe Unitorm Standanls of Professional Appraisal Pricllce that were iMlooted and promulgated by the App11lsal Standards Board of The Appraisal Found&Uon and that were In place at the dme this appraisal report wu prepared.

5. If 111ls appraisal repon was transmitted as an ·e1ectroolc record· containing my ·,Iectronlc signature; as 1110s1 terms art defined In apptlcabfe federal and/or state laws (exeludlng audio and video recordlngi}. or a laC$lmll1 transmission of this appratsal repon containing a e11py or representatla11 o/ my slgna11Jre, the appraisal repM shall be as elfectlve, e"forcaable and valid as If a paper version of this app11lsal report were delvend ~ntalnln~ my arlglllal hand Wlltten ~lgnature.

APPRAISER ~ ~ •
Na
Signature
me Jucly ~
~ __ _
Com~nyNa~ • • Company Addrts · ..... ..P .. o•. ..., 8ox•2""1"'-01-===-------- Rancho Mirage. CA 92270
Telephone Number .L(7..,6..,.0,.}2..,50:"""'1..,.1,..S2.._ ________ _ EmanAddrm 8Pl!'!t?t01uc!ye Q81
Dale o1 Signature and Report ..,1..,,11221.-.,,.,202==.1 _______ _ Ellee11ve Date of App1alsal -'1....,]l...,.191~202.....,1 _____ __ _ State Ctltfffcatton I ,.,AR00...,.,.,.3"-77....,8..._ _________ _ or Stale License I
or Other (desc11be) _______ Slate I ____ _
Sta~ ~C~A,_ ________________ _
EJCPlration Oatt of Certl1icadon Gr license 02/J§/2023

ADMESS OF PROPERTY APPRAISED
239 Serena Or
- PMn oeeen CA 92260
APPRAISED VALUE OF SUBJECT PROPERTY S 500000

LENDER/CLIENT
Name PIPPldYBltl LLC
Company !fame .,_St,.,h-"Stteel==-=C-=a""pll.al=---------- Company Adclrns 2020 Catnino Del Rio N 700 Sa11 Diego, CA 92108
Emal Adclress

SUPERVISORY APPRAISER (ONLY IF REQUIRED)
SIQnatwe
Name
Company Name
Company Addrass
Telephone Humber
EmaD Address
Date 01 Signature
State ~rtlflcallon #
or State Ucenst #
Sta~ Explra•on ----------- Date ol cer111Ica11on or llcimse --------

SUBJECT PROPERTY
0 Did not Inspect sublect propeny
O Did Inspect extef1ot of 1111bJect 1)111peny from stmt Date o/ lnsp1C1tan
D Did Inspect Interior and utertar at sul)jilct property Date of Inspection
COMPAAABU: SALES
□ Old not l!lspecl exterior of campa11bl1 sales from street O Did Inspect exterior of comparable oles from weet
Date of JospeCllon
fted.lt MK fonn 465 Marci! 2005 UAO Version 912011 Paga 6 ol 6 Fannie Mae f11rm t 073 M&rch 2005 kllll 1073UAO •"TOTAL•~ llllwaot lly a It Olodl. kit.· 1-tOO-AWIODE 846 lndlVldual COndomlnlum Unit Appraisal Report
ffA'IUIIE SlRCI' COMPAIWlf SAi.Ei 4 COIIPARAlllfSM.£ I 5 Mdless 11111 239 Serena Or 146 GntnVla 254 c• Del v,rano !MIU • Palm Desert CA 92260 • Palm Desert CA 92260 • Palm 0.-t CA 92260 F\lolK1lllffllllld MolunlyCountryCll.b Mornnty Ccunlry CU> Monlere, Count,y Club Pllm NIA NIA NIA
Pio-tt SUbllct o,, ....... s l'IAO-.!CC:

S..Pllct I 495nnr • 635000 • 4760M
S..PllctlG/OSSl.11.AIG • 294.821Q. II. I 297.221Q.t.l I 287.441Q.ft.l llllaSoulcllS) 1ft , ... ·-~•1 ft .. M -1~-0 --M 17
Vullctllon S-llsl ,_ 184 o....n ..

VAUJE AlllJSlll!IITS ~SClll'roll OESall'l'OI +l·llA6,shtlt llESCM'D +/·lUd.,_..,.

Slit$ .. Allack,,j ArmUII u.dng
CofteuslllM Cash·O

0.GISalvnnt .,,,.,., .. ,.,,..,., . ~,.,., . lmllan .,_.,. __ ,.. ... ___. A-a-,,-.,....., A·"'-•".....,. llUlllotf.fa Slllloll "--- i:-!':; ... - i:-l'IIMNA
lllUlo. Assmm111I 681 681 881
CoMmtn Bl mints PoalllSpas PoolelSpes ~pas andfllC.hClllllS .,...Ar,,.ennia IIMlttlClllln 1 1 1
View B·l'.Jt..w·Mln e·nii.-Mtn a~~·-•~
Ol DffiMll RT1•··M~ RTIL· AH.,,._. RT1t•AttQlllltY OI OlnSNIIOO ~ OJI. ~ Mont11r11r Count,y Club
F .. I 111921
COIIIPAMBLf SAlf I 6
110 Don Migl.Ill Cir
• Pam Desert CA 92260
Monterey Country Cllb .., .. n •nmilft•ll1W
• 520000
• .. '>A '>'\ID.ft.I
ft .... ~,..,..,n .. n•l'V'IU 7
o-...

DESCRl'tlON +1·11---•nt
llstirv
·-.. ... -.,-......,.
"---
681
Pools/Spas
1 la--a IM
IRT" ••"~ -~
Q4
AcllllAal 42 42 41 C 42
Codbl r-.. Ir,. .-.. .. nnn 1.-. IC3 ·30000
~Glldl T• lllllffll.lfllllll to11 la...l- Tel111 .... 11181 r• 8illllll. l lllflll ~Colli! s I 3 I ?n s I 3 I '>n II I 2 I ?n C 6 3 I :>.o G,o$$1J,h,,.,. 1679 SU,ft. 1 sooaft. .7 300 1 At;AIQ,L C 1<. .... 111.ft. +"700 8asern11u R1l!lltll Ott 0d Ost Ost
ROOIIIB•lllw
1i11C11Dnll ua. 11,.__,.., I•-- A-e
_. __
H1&Una1Cot11a le••,,,...,. 'i::a11,r.u, , ...... ,...,.. ""'' ,,,..,,.. f:NovllllCletl1ltlms None None Hone N0/18 G l'>A•.........,, .,,. ........... -- - ~
faocll,f11btltti patwo Patloa Patios PaUcs - Ii,,....,_ ,s:i..,,,..,... F"'""'- ll11AO..-sn11To11~ n+ IRI• • -37300 n. I I· • ~ [ ♦ 0G . • .,.a:vin ..,S.l'ltt IIIIMI. 7.0'1 IIIIML 0.01' ll«AdL 4.1'1,
olC011)lllll)llt 81NaMI, 7.G'I I 49770( 6-- 0.01' • 47800( 8'1)$$Mj. U'ltS 405700 -1111111R11sotf111111t&'tl!.i1W'lmtllllt-llll~..,_IIIIID e1111,--- --~SIIH Nl)tllllfdlllOftllllllCfMIIIICltlHQt3!- ITEM SuaJECT COUPAIWlllSAIH & COIIPARAILE SA1f I ~ COIIPAIWI.E SAl.E I 6 Dlllr$1'11arSIWI..-,
Pllet ti l'lloP SalllTl'lnl9 -ft~

0.SOUIC-tlsl ~-,~~~ealilt OAMLS/Realst o····"- .... R - Eltectlll Dllt ol Oita SG.....ts\ I11/1A/~1 t t/1Anll21 11/10/2021 11/1912021 I-Ol111WAll1tllllltlll-allllmlaC1--.,_,dcan- lls ., ...... "_.. !i "'""""' ........... _ ......... , .... """'"""' lt'.An .. ,arable ~ ..... 6 ..... 8 NW - a& .,..,..... s1-..... """" !C.ola 8 .,_ ........ """"'eel. Recont lilt ....... j11 -•nt ...... Ktll .......... ,,, _,_ ... '··- ·-•,oolhAMANM
IIIUtl Saa ~ .....

Fnddit Mac Form 46S Marcb 2005 UAO Vetslon 9/2011 Fannie ~e Font1 1073 Marth 200~ r.t 10l'31JAD,(AC) • "IOTAI.' ll)IJlll:al sollnt by all m•. '1c. • 1•800-AIAM)D£ 847 lemental Addendum FIi No. 111921
CQII RillClnide
Ill• Conml!l90 Ao•tntt;
lnfoonation obtained from OAMLS, agents and Publlc Reoords rew.,led 11\at the comparable sales useo in tills report are the most applcable available. No personal property was astigned vakle In ttli$ aPl)ralsal.

All Sales are tllmllar condominium names from the sutiject's oommuntty. M have Ul8 same oommon amenities and similar macl(etability.

S8le 1 is smaller in size.

Sale 2 is a model match home. I is a dated sale and-given a time adjuflment appied at .7 per month '1'0m the oon1rad da
Sales 3 and 4 are larger in size. They have upgraded k1llclten countenops and upgtaded baths and Mre given wperior oondltf on 8djustment11.

Sale$ 6 and 6 are pending/actiY& listings of condominium$ from tile tut,Ject'a community. No listing adjustment was applied since homes are currenlly selling at or above list pnoe.

Sale 5 is similar in size and condition.

Sale 6 is smaller In size but hn upgradld kitchen and baths and wat given a superior oondition adjustment All Sales_.. oonstdeAld in enMng at the tlnal opinion of value. Most weight given ID Sale$ 1 and 2. with the fewest adjualments. Moderate weight ~n to Sales 3 and 4. Sales 5 and 6 were lneluded as pending/aetive listings.

A party receilling a oopy of lllis Appraisal Report In order 10 eaUSfy dl9closure requirementa doe$ not be<:ome an ~ended user of the appraisal unleas the appraiser ldenllffes such party as an Intended Uller as part ol tile assignment Expowre time as deflned b'/ the Untform Standlll'Cls of Professional Appraleal Pl1ICtice (USPAP) Is the estimated 1ang111 ot time that Ille property interest bewlg appn!lited would have been offered on the market prior lo the hypolhelic81 oon1ummation of a Ille at market value on the etfectiW date of the IPl)l'8lsal. fxl)oaure time is a Nl1l'Ospedive opiliOn based on an analyl!is of past events aMUmlog a competitive and open mar1cet.

ADDmotw. CERTIFICATIONS.

I have ,:,erfonned no set\lleel, aa an aw,alser or in any olher capacity, regarding 1he property that I& the subject of this report Yllthlo Ile three-year period immed!alely pre<:eding acceplanoe of lflis aasignment. fa TADD• "rOTAI.' llll)IIIIIISGll!ft by t II IIIOdt, l'lc. • 1·800-AlNIIOOE 848 Monterev Country Cf~
fltllO. 111921

UNIFORM APPRAISAL DATASET (UAD) DEFINITIONS ADDENDUM
(~: Fttmitl M.H l/,4/)/lpplr4X b: (IA/) Rttld-$p«:iflc SWltltltrl.w/on~) Condition Ratings and Definitions
Cl
TIie lmpronmenls ha'tt been reonlly conSlfllC1ed and have nol bun p11vlously occuc,ltd. The enUre ,troeturt alld au cGmponent$ are new and 1111 dwelling ftanrrtt no physletl d'l)rtclatlon.

Not,: ~COMtlJt:f»d~ thlf f#nn,w:ydtldor~uud/1Mlfdlll 111/VOl'CCf'IJXJll/lllt CIIINCt/Mk#lwlflllW..,. pro'lidtldlh.rt/Mdw,/lf/g It /lll&l1d ()fl I 100JNJ(C«'l(111WfOlnllltoll 11111/M ~mlttllillll lltldlll#m:yr:/«lecn,l(JIIINltJ hlw /Jffn ~l.etndinlDl/r#-Mwct1r4tcn. ~ mth.rmn«b,-,/Pfll~DCctfWt/-fl(lfCOMidtJlwl•n.,w• ifllJIJY hlYI It'll fllJ1lli(IC"11p/l:,,/CIJ~(lhltl4, nlil!Y CO/JafJucllld ~ lhllh11111 """"1 l'lnl1ffr;r1111 &ftl!i1d#d/Hllirxlol lirM wi!ho(t( 1(S(JUlfllmlirllMllnclor'4]kHJ1).

C2
The lmprO\'ements ftalUre no dtftned ma1nten.1nce, 111111 or no physical depn1c111J11n, and requlni ao rtpalrs. Vimlat, &I ~uidlng componenis an new or ha'tt bten 11cent1y repaired, ratnlslled, or rahablll1alld. AW outdated componuts and Rlll$heS havt taen upda18d and/or 111p1aced wilh compont/llS I/lat meet currenl standards. OweulnflS In this category a,a ellller almOst new or lla~e baen ttcenay comp1ettl'/ renovated and are similar In condition lo ntw construction.

Not6: Tl» impro,_,,,,,, n,p,-,t • rrld'lllly n,w pr(/fXlfty fhlt I# wfll f11llintlliMd wit/ no dmmKI ~ Mid lttl, «no p/ly,{&111 dllpn,ci4lkHI, or Ill oldtirPfOl)N&'thtlt//nbldll_,,,,~IW>Omtld.

C3
The lmprc111m111ture well mllilllalned and ltllurt lmlltd phyilcal depreclaUon do to aormat wear and tear. S0111t cotnj)Onents. b111 not avery major bulldrn; com po 111111, may b• updll!td or 11ct111J'j rthabllllatld. The stru"urt has bun wel maintained.

Nokl: TINI Kf¥JfOW/'1W1t 1$ ift i# fm•CYCb t>I n,p/1~ t/lQff-lY#d INlldin/1 ~ (lfPIJM/1CU, lfoor COMIII$, HVNJ, c.} 111/d /1 bfJll1(J WIIIITllitlf.lllMd. lt:l~~lfl#/4/ln tlwl/1$#Cftllll//6. If lbomay"""1cr11JWP#fYin 'Miehlfllm,/o(ityol lhon-#mblMng ~ 11,tv, bltlttn,p/lclldbutlldl I» ti, ldttlllof II~ fllflO'Rfion.

C-4
The Improvement, feature ,ome minor deltrrtd mllntenanct and physical dtt"1oratlon due lo normal wtar and 1t1r. TIie dwtUlng has 1M1n a<leQuatety m11n11Ined ud !$Quirts only mlnliml reJl'lrs lo building compontnl1/1n1ch111lcat syittms and cosmllllc repm. All mll!Or building components have bten adeQuatety malr!lal!le~ ilnd are tunctionaly ad1Quate.

Nolfl:
~
1lllt #flmll.ld ~ II(/# 1111,Y H citHltl tD tlt'llqUII/ to II, IIICfUlll 6{/11. If~ II~ in whkh lltJll'/IJ ol lM 8holt./wd btiJallt1 fil'lf Hfflfl/P(,lctltl. I/Kl $Of1111 lh0fl-lwdbuiftlng ~ llftl lJ Of Mlf lhtt 111/1 o/t,,/rpliyr/Cllllfll ~y; llowwi,r, thlydlflllclionNllfJllll(lly. Mo11tmln(lr~bmbwtddrN#don,no,lfl(}infJi>ui,nmilifwin111Mftlt/rJlt,f;mMl'lfMlllldprtll)llfY, C6
TIit lmp!Offl!IIIIIS IHIUII 0111/lous dllllltd mallda!llnce alld art In Reed 01 $01111 $lg0ili¢anl repairs. Some bulldlng compone111$ nod rtpall'$, 11~abllbllo1, or 1111dlt111p. Thi functional ut!Hty tnd owniH Kvalllity Is somewllal diminished ou, to con!lltlOn, bu1111, owelng remains U$1alJle and luncllonat as a rnklence.

N«II: SorMsi/}lrffC,ntffPlir,.,.Ml!ldtldt1thlinp'oY11111N1ttlAIII O,tM/lcfcl1fldlqu/l/6~. /lmlttt:1tl11/NfJP#ltYin w!lk:lltnlflY of /ti mott-ll'ld bulldrlgCOITJ>OMl'ltl tnlllfl»#ftdo( or INIYfl Nll:#dlld/hllf p//yllC4I 1/J ~y/Jut fM1lin lunctiontl/.

C6
The Improv,mu1s have subJlantlal d&mllll• or daltrred mllnllnuce Wkh d11!c1tnc111 or dtf1Cts lhat 111 se¥trt aaougll to affect tilt satety, soundness. or $11¥CturaI111teo,tty 01 tht tmprcvtmtnls. The tmpronmants are tn need 01 sullstalltlal 11p&1r1 and rdtbR111Uon, Including many or most mafor C()fflpon,nts.

Not,: ~n,p,irs n nMltHI fD thtl ~ u fD 111111,tcJ: of 1<lllqwlfl ~ or PfOl>N&' diJtntlt1t,. It f'lfl«:8, P/'OlllllfY 'Mfh condfions nrtlf'Hnour;, a, 1ffrK:tlhll u~ ~. orffllCl.nl inlrltJrlty oltM impn,-.

Quality Rrttngs and D.,_,ltlons
QI
DwtUAQt wtth 1111$ quality rau119 are nuat, 1nlq111 wuC1U111 that art lnt1Md111ily dtslgntd lly an arebntct tor a speelfftd user. Suell rnIdetl<:es typ!Ully are coisncted 110111 dellllad arcn~vcturat planS and spec!Ncavons and leetu11 an excepll011all'f btgh '"11 ar wartmansMp and excep1tona11y-1gh-gradt materlalC throughout tilt I111tr10t anQ exterior of Iha wuctvre. The dnton fHtures exctpllOilally -lgh-qullill)' emt1o1 reftnemNllS and omamenut!on, and excepuonany hlgh•qua11ty 111ter1or relntmtnts. TIit wortmanshlp. mattrtm. and Antshu lhroughout thl dwtlln; art of txctpUonally high qually. 02 Dw .. ngs wllll this QUallt/ rating art often eus1om dtSlgntd tor conSlllc~an on an iadMClual PIOPti1Y ownar's site. Howl'ler, dW1Ul1191 In 111Is qvaaty grade are also touRd in hlgll-Qullllty raet CltvelOPmtnts leatvrtng reSld'11et conSll'Ucted rrom lndMIIUat plans or from lllgbly ,nodflllld or upgr.aded plans. Tha design fntu11s detailed, hlgll quality tlfltr1or omamentauon, ntgb.qually rntenor refttlemenl$, ano detal. The wortmanshlp, mattrta's, tnd ftnlshts lhroug~oll'I lht dwelll11g are gener.lly ot high or very high qually, UAD VerslOn 9/2011 (Updated 1/2014}
fftt UADD£fftE1A • "IOTAL' IIJIMIIIOll!rlll Ir/Ila mDIII, tie.· l~OE 849 UNIFORM APPRAISAL DATASET (UAD) DEFINITIONS ADDENDUM ~: FtJnrit, Mu I/AO Af;pNdx D: tJAO R,ld-$pfl(;Jllc ~~) Outltty Ratings 1111d Daflnltlons (c;onthled)
Q3
Dwellaos with lhls QIJaity rati119 ll'e residences of higher q11,1l!ly oolN froin kldMdual or readlty available d~oner plans in above·Slandard resldentlal tract <klvelopments or on an lndlvldull pcopeny ow nee'$ stt,. Thi design lnc.iou s1onn1cant eldenor omamentatton and lnttrtors lltat ue wal flnlShed. The wo1tm111shlp ucteds accepllble standanls and many malerlall and fl~JS!les tftroughout lht dwlillnQ have beu upgraded from ·sioc,· slandards.
04 Dwellnl)$ llltth ttli$ qualt)> ranng mMt or eiceed Ille requ.-emeau ol apOICal>le Oulldl~O codes. Slalldard or modified standard bulldlAO plans are udllled and tl!e dHlon Include& adeqllltl f111131ratton anti some exterior ornamenta11on and kll1rtor reAnemen1s. Ma1er1a1S. wotllmanshlp, flnlsl!, and equlpm1ntare of slack or bu,lder grade and may future aome upjlrades. 05 Owtlll!QS wllh this quality ratno lealura ttonomy of construction and basic functtoRallty is ma'• consldera11ons. Such dw .. n111 feature a l)laln oeslgn using rudlly ava»ablt or ~aslc flOor Ollll$ !eaturtno minimal ftnesl!alk>n end bask Rn slles wUh minimal elllWtor omamemation anti limned lnttrtor deta~. Thut dWfflll0$ meu miaunum bUll(liflO coots and are col\Sllllcted wnh 1nexpenS1ve. SIOCl mattrtalS wtthlmlttd rtllnemenis and uoi,ades.

Q&
Owemnos WAIi this quality raano ate ol bUlc quality a•d lower cost some may not be SMllablt for yur•rowno occupancy. Such dwdlngs ara oftea b\1111 wtlh s1111011 oi.ns or wtthOIJI plans. otttn 111111mg Ille IOwest qually building ,naterlals. Such dwllUngs are otten bulN o, eipaaded by pereons who art proftsslonaltt undllltd or possess only mlnlrnal construc.llon skMls. EltClrtcal. p1um111no, and ou1er rNCllanical s~ttms ano tQUlpment may~• m:n1ma1 or non-tldstut. O!nr dwellnQs may feature one or more s.bsttndard or non-conlonmlno alklltlons 10 lhe Ol1glnal SlrVCllllt
Deflnlllons of Not Upda1ad, Updated. and Remodeled
Not Updded
l.i111e or no upclallnoor modemlution. Thia fflorlplionincludoa, but le not llmittd to, new hamoa.

Reslden1llll properues ol filtean yea!$ of age or less often rellect an 0'1gtnal condlllon w1111 no updallng, If no ,nalOJ componenls have been replaced or , pclatlld. Those over ftftetn years of age att alSo C011$l(lertd no1 upOat.O K Ille applancts, fldures, and ffnls•es are pnrdomlnanll)' !fated. An area that IS 'Nol l/j)(!attd' may stHI be w .. m~nttlnad and fuly functlonal. and lhls rating does nol nee.surly Imply dlf1ntd maintenance or physlealltunctlonal detenoratton.

Tht ... oftht holllthatlltenmodlfledto 111'11 currem mllli:et ui,ectatlont. lhe8e mocllflcetlon• are limited in IJml9 of bOlh t1eope &lid Cott.

An uixtated arn of th h0m1 should have an Improved lilot ad feel, or functtonal Ulllky. Clllnges that conslltute updatts lnctudl rtftlllllshmut and/or replacing componm to meet olsllno mart,t expeclllk)ns. Update a do no1 Include slgnmcanl llllratJom IO lhl •Xlttln~ SlnlClura.

Remodtled
Signlflccntflmll Ul4/0l ltnlC11ftl dlanll0$ ha.o ken mad• lhlt lnerease utility and appoaltllrough completa replacement and/ot e,cpafttlon.

A rtmodtled am rtfllctt fundamental ctlanoes lllal Include mulllpft abrattons. l !ltse ane,auons may klclUde some or all of Ille followloQ: rtl)lacem,nt of a major component (cablnel(s), bllttltub, or bathroom Utt), rllocaUon of otumbloglgl.$ fixtllrauapl)lancea. sfgn",cant etrvc:tural a .. rauons (11fllc1Uno waMs, and/or th addllloo oil square foolagt). Thi$ wouf~ Include a comolate gutting ,nd rebuild. &pllNl!on of 811tvoom Count
Three-quarur lllths are counled as a lul bath In an cases. 0nrl4r baltls (ballls that faahue only a touet) are not ln<:fllcltd lntlle blllhroom COUlll Thi number ol fuU and hall baths ts reported by Stl)arattna Ille IIWO Yalll4$ USll!Q a period, wtltre Ille ful b&lll count IS rep19$entld to t!t4 11111 of 11M penoo and the han b.tlh colll!t Is repmented 101111 "9111 of tne period.

Elolmplo:

3.2 lndlCalU tlree 11111 batlls ud IWO hall baths.

UAD Ve1$1oa 9/2011 (Updated 1/2014)
fGln UADDEffNftA • "f01AI.' ._, dwft by 111 ITNIClt, ~-• 1.-AlNIIOOE 850

UNIFORM APPRAISAL DATASET (UAD) DEFINITIONS ADDENDUM
~: r.m, M11IIAl)Ap/)(J(lllxO: UAOR,ltJ.$ptJcflic Stttndlrr:lutilJn R~) AbbfevllltloosUslldlnOltlStandardlzallonText
-'lllbr.mmon ""'lfamt .._ .. ,..,.,,_ nM&!.'AooHr
A Adnrse Locauon & View
ac A<:19$ Alea. Sile
AdlPrt Ad/acent to Part Locauon
AdlPwr Ad•acent to Power Ulln location
•rmllh •rms Ltnom Sile Sile or An1nc1na Concus10111
AT Attached Slruclurt DaslQn .fliNltl
B eenar1e1a1 Locauon & View
b.l Balhroomlal Bas1m1111 & Anl$hed Rooms Below Grade
llr Bedroom Bnernelll & RnlShed Rooms BIIOW Gradt
BsvRd BuSYRoad Location
C Contracted Dale Date ot Salt/Time
Cash Cuh Silll or Flnanclno Concewons
Comm Commertlal Influence Locadon
Conv ConvenUonal S&lt or Flnanclno Concessions
C.P C'lfllort Garage/Carport
cno,o court oraereo sa,e Salt or FIA1nc111a Concessions CIYSkr cwv View SkyRne \llew View
i;iyStr CIIY Strut View View
CV Covtred Gar1;a/C1111ort
DOM Oa~s Oa Ml/tet OIi.i Sa~rces
DT O.tached Slrvctvre Otslan (SIYtel
dw DMway Garaat/Camort
e Exiilrallon Dal! Dalt or Sale/Time
Eatale Ellahl Sale Salt or l'lnanc1n1 Co1ces11ons
FHA Federal Hou...., Aul!IOll!Y Salt or Rnanclna Co1cttslont II Garaae Garaae/Canso,t
QI AllacUd Gmv• Garaoe/Ca.rnort
obi Built-In Gar1111 <nrtcwCamort
Gd Detached Garaae <ara1M/Ctm0rt
G!ICst Golt Coarse Locl1lOA
GUvw Golt Conse Vlow View
6R Garden D1$1C:n lSMel
HR HlohRIU o, .... n,,...,,., In lnttl10r On'Y SWri &asement & Rnlshtd Rooms BelOW Grade Ind la<!uslna1 Loclllon & Vlew
Ustlna Ustlna Sale or Au11c1na Concessions
l.ndn llndflU Location
UdSGhl Umtted Slallt VllW
MR MIO-rise Desla.nlSMal
Min Moulllaln V!tw View
N H1111tra1 Locaaon & Vltw
NonArm Non-Arms LIMIII S111 Sale or Runclna Concessions 0 Other 8asem,nt & Finbhtd Roo111s B1low Grade
0 Otller Ot$iGn CSMII
OD 00111 Garaoe/Cirport
Pit Part View Vltw
Pstr1 PUIOl'llVitw Vlaw
PwrLn Power unes View
PllbTrn Pul)IIC TIU$P01la110n Lllcauon
Reto Reiocauon Sale Sall or Rnanclno Concessions
RED REOSate Sala or ~nanc1no Concessions
RH Resld1111l11t locatlOn & View
RH USDA • RIKII lfouslno Sale or Flnanclna Concnelons
<r RecreaUoml tR,cl Room 81um1n1 & Rntshtd Rooms Btlow Gnde RT Row or Townhouse Design (Sn,leJ
j $ Set11e111ern Oate Oatt OI S.le/Tlmt
I SO :seml-delached S1ru(tura De4lan1s1v1a1
I Sllort ShMSatt Sal• orflnanclllQ COftCHsloM
st sauaraket Arn, Site, Baumut
SQffl Square Mllel"i Atta, Site
Unk , Unknown Datt of Sale/Time
VA I Vt111a11S Admtntstratian Saie or Aoanclno Conce$$tons w Withdrawn Oat, Date of Sall/Tlmt
I WO Walk 0111 Basement Buemenl & Rnls•ed Raol!\$ Btlow Slade woods Woods View Vlew
Wtr WattrVltw View
Wtrfr water Frolllaae Location
WU Walt UD Battmeltt Basement & Anis~ llooms Below Grade I
UAO Vffllon 9/2011 (Updated 112014)
fftl UADO(RNEIA • "TOTAL' W!i111 SO"-II'/ 1 la mode, l'lc. • l..,_AlAMOO( 851 Market Conditions Addendum to the Appraisal Repol't Mont-v Country Club fllllo. 111921
Tilt ~OllllllalldtlllUII IS ID IIMll lhf lllde'tlltlll lllll lCIIII and -II u,...,.,. ol 1111 mlllllllllldsaml C0-.S llll\'lltnt• lllt lllll]IC1 nllDIIIICIIIIOII. Thlllsa--dlaillmbll--iul11-. .. 111,lflc1llolt1111oao,m,-1,not. •-MIINII ,,a-..n, Clh1>a1-n...... StlllCA ZIPCodl 92260 a.iv. at..ith K"""'1l'-",rle )(-
lnSINcllcm: Tlla1illlNlltfmd••1~n .... donalslclm11tlhtlllalefra,iwc:Gnc:tlsio11t,IUldlllUllp,ll'llilesu,Pl)IIIOPIIIO$ecOnc:ll..,_NOMIIAII htuSIIOltilOaudOMlm-__,SUNl)Oll«lllll!ll~IICIIDIClltlltlllllfllSIINPQlllrlllll. '11114W11111Plllllll1Sd1M~!OIII ... ftlall'lllllll d--lllllmllll jlllllldaaftllyllsas-.itni ba, llll)'llqutNUIIISll!fflMIIOPISComldllM-111111 .• .,,...1111111 p!l'lldtlft Gj111MIIDl.lllfl1XIIN!ldtllll nolll--Jwlk.-iojllllllda•III f•lll llledtd-NIOw;H IS,,..... MW1W,U11.....-mmlnbl1 hdlll 111•.-Iilla-lllOl!dltlll.....,llllllfflalollll•M110tnstaldtlt111Ndlll.llla.,._._NPGlltllt.,._'9,ftlllllldllO;l11111 ,-qJ.Sainlllll .. gtm1111"JIIOpel9!Sdlllcom,-llllthtSUbltCIPIOJ1811'1',d- l!lyapllf,4ngtl!Ullll111hflWl>UldlleNtyll)IIIIPtCllltllu)Wol .. 111Mlct""'-· 111,.-musi.-...,enom111,rn111tN11,111chas_,,11m.-...-~.~.m. lnvlllti,yANlysll l'IIOP 1-12111ooas l'lllt4-61b111J c.nt- 3ilollll 0IWIITNnll Total I a1-Su11 (Sdlld 4S 12 11
- SlalJlt Olt:llq
n !WI l'IGUI Sllm,ltnt11$1 1.50 4.00 3.87 - SlalJlt Olcln~ 1110ftlllaa1
lO!II I tf ColnHlalillll &IIIPI/ Ack
(TOIIJ
1-
lllllllt/AII.Rata) 0.4
~

1.8 7

0.8 3
- SIIDII - - SIIIIII
MlllllnCtm.-Salll'IICI
IIIIIIISaltl U•PIIIII. ._,Sall/Llll,i, FIio, 7-12 IIOnllll 1'11114-61114N11111 CWtnl - 3 IIOlll!t O'MIITIIIIII - 398""" u.1cnn 4"" 000 - ~ Dlcllllll lltdltnCCm-Slltsll:Mtonlllllbl 32 1D 33
- 6111111 ..... MedllllC.mp.,..Usll'lb 470000 565000 520000 - Slalllt Dtelll ..
loledlln tom-1 Ulllnot,.... on Mllbl M ,. .. 13
- Ml
llldlan~l'llctts%dUltl'llca 100.00% 101 ,,,..._ aannot. ltlCl9dlg SlaDII -- Oecb ..
s...id,-. llull•. ,1c.1nu1 ._..aslllbnc, _1117 rHn lliC Ill - Slab• ric,e .... i-.rn dtllllhf sellPCNCtSll!mlNnilS IOlttlt 1)11112 monllli {t-1-,,., eonolltbndu:iaSIII M 31 iv 5'4,~ u• ol~OlfflS. clllqalls. eondll 1t11.1011om.m.1. - - nnt rumtnllv """"""'·
M IOIICloslNMS(AlO Sllei) t tacll»tl lht maiblf I 1Y11 IXIJIII Hyes,aa11-mh1tndslS-11MIIIIS01IOlldOlld-. AS:/\ aNf .-........ ,. ...,.,..,--. ,.-.,, In ..... _,.., ...

Cbdtll SOUPCalOP...,.lllkNIIOn. o,u.a <!JD4Mlilt
Sllnmablbl 111m tlfwdon • IUJIIIIIIIGf yWCGIClfWMIII tllt ---d •* GIU!t ....... ,.poll am .... .., any atlllllonAIIIIIOfllNIIOII, M~as 10 .-0111n11t1aSllll111ct.'lll'-amllllll!CNW-L llllolnlulate,,_~-•11D1111111-•ndSUHG11•-ctne1u11011& IA....iv.i.- ·~ --in• ... ___ ., __ .,,,,,. ___ ._. .... ....,._, __ ......

In... medtln ...,.;,,.,,,_ noted abo\11 indlcale that valua are lnaeaalno from the ,,,;,v soc__,.,.. n... • _._ ' in - 1"""Ut' is not ..... __ - ,,., ...... •• ......_ol-lllUA. lhmnn , Ill,.,,. ,..,,,....,, il'I ,,.,_ - lthl 91bj1(11$1 uni 1111 llllllllolltiJm a,caopnlln ll'llllc:t, ~1111_,, : ~N-: Morla_, C""""" Club SulllKl-,tDatl --1-12.e.intb Mil'+41btlla CWtnt-31101181s ~Tltnd Telll IOI Co-.1111 Sam (SIIIIIIIJ 80 23 20 111 ........ Sllllll o.- lltll ITU! SllWlldlll 10.00 7A7 11111 In- Slabll • 0oTotallOIAelwt~Ullfl1$ 5 11 7 - SllblS InlollntnotUnl!illlfW{TOW~.Reltl 0.5 1.4 1 0 ·- Sllbll rnM lilldoul llltl (AS) 11111! IIIC!Of In-~ U Yes llSI No llr1t.NclblU1I-D•t1RBl-UndPl)IPIIIUtncblnilslllOUnellllllnOI lilllctoltd-s. DC/'\••'--..,..._..,_,,,.,,_,_._,lnl'--.-..,.

Suafflftt Mellow...,,.., IClilltSs ll!tn,ac1•n lht MIiiet unt I1111- As ..... ~let .............. ,_ 10 ......._ •• In.....,_ l,...tendfn.._•
c, I
\ .n l ~ - I ..JJ I flA Ii,_
s-- '- ~ /' ll - SID""" ~-- .J, Hu Ar-~,.,. •- I Su Woml coatoeny • • A ilW>Arvd .... ~,!,;, - CollllllffllNlmt
Comoa...,Addllss v P.O. C,.,v2101 - ·- r,....,.,.,,. Co-Mdll• S1111~# AR003n8 Slia CA Stilt llela'Ctladlin # S1111
EIMI Mlrlss ~ .net fmlllal•
Ffflddle Mee Fonn 71 Mlm'l 2008 PIIQll I ol 1 Flmle MIit Fom! 1004MC Madi 2009 fiJm 1 OOCMCt • "TOTAi.' 11)111111111 tonwll'I ~ t II mlllt, Inc. • 1-800-N.AIIOOE 852 USPAP Com llance Addendum leaA , Monterey Country Club
fltl 111921
'J ~ ~:,.11:f .111.1: I• I :I i• •I: 111•1 ~:t I I~: I/ .l 1111:

INSA,~l llfl>On 1$ Ont of Ult !oao""'91YPII:

Da Apl)nlal A1pon TIiis 11PM WU pttpatf4 In Uconlanc, - Ille NQVNm1•ts ol a,,~ RIPOii oplloo 01 USPAP s,a,011111s - 2·1(&), 0 l\1str1tttd Ajll)ralOal fttpon ThlS<tPOII .... _,,.,11. ICCOOIIOCt Wll!I tlt't requ_, .. ,111, lltlUICIOf Ajl\l,aJJll lltPOnOPllon OIUSPn SWl<lanll RW!t 2·2(DJ. TU lo11•dttl •• ., olllllsttpo~l$ llmlU\l to !111 ldenlllltO eltnt. TIiis b I RISl1itlld Appnlul Rtpon .itd 111,-,or Uw a,, IPOl-111M!d al 1111 oiw,lonuna COOCi<lllo .. ut fortll In ll11<eportma, •otbo undll'11Dod p,oportywlliout1111 addil!ofttll•l-• In ct,u~• - .. ,.,.1,:1 • :•1: ,., • .; :& ; I 11; _.,_, •:•:; ~
I urUty !!lat, to HI• best ol ffl)' t,,o,ole40t and b1lel:
• The stalam1n1"0H1,tcon111,tod IOIMI ,epo,t.,, - .. o (OlllC1. • The ttpon antlytts. C!flnlo•s. ud cooclutlanute lllnlttd ooty DJ 111111ponH nsum1>1011u11d 11111,ypersoaal. llnp1tllal, .. o •nbluod ~•al .. .., .. ,. oplnloot, and cooct,$10 ...
• t hi" no (ort1111ped!led) prnan1or P<l'lllftllw 1114,111 In 1111 P<'OPIIIYIIIII Is•• MJoc, o1a1s roonaeo.,. cor --) -•••lnttrHI WIii tt~r:tto th p1rtllsln-.
• I hM ...... wltl! n1111<1 to •• pn,oartylllat 1$ •• SUl)IC1 ollltll rtPOII OIUll 1>1111ff-O wtlt U,1$ usignrne,11. • Mytnottomu1111 Olts autoam• .. • .. ••t conllnQtntupoo fMIOlrfOO ornp~ pnrd41""""..S ,...,Its. • llyco111111n-n to, co~ll.,,Otl!lsas,Jgnm,ntts•d conttoa1ot ol)OII 1111 _,..iopm1ot or rrpallln;el••r•d-,nloe11 ,.w.ordhtt•nln vitotlh1tft,ortlll1 CIUlt 0,1n, cltl~IIII IIDOlnlolUlovu oplnlt•. lfttlllallltttnlOla llflkll,ae11 ttaM, orlllto«•rrt•c• Ole ""'-queoltvool dlrect!ytOltllodlOtlthtJtldod Ul4 ., tlllSIOPfllSal,
• My cnat,u1. or,lnlon1. &Ad COIICIUIIOOI .. ,,. OMIOjlfd ,no IIIIS rtl)OII hu t,110 poputd.ln conlonnty wllll tilt Unlfttm Standudt o1 "'11s,b,1IAppralsal Ptococe. • IM1111)pt1lSll11ponwu,,,p.,.. In aocon11nc•-•bl roquhmoot, ot Tlleltl Of ARll!A ul 1nrto,)lflt!>1n1t1g,.,__,, 1111 , ..... "°' pe~crmtd HMCU, ......... or In • .., Cllltr tt11tcl!J, 1'11111nliltt tho 11'1ll>Orlr tll.tll 1,111, ••blld ol 11>1$ ,....,, wlttlln du lhtot-ytltl)l<iod 1-11111.!lly Pll(NIIIO accapun~Of fl>ll lSliln...,,I.
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Sta CA 2lpColl8 92260
Subject Front Subject Rear
(subiect attached on both sides}
Subject Street Subject's Golf/ Mountain View
Subject's Patio Courtvard
858
Photoaraph Addendum
Zip Coik 92260
Llvlno Room Kitchen
Oln lna Area Bedroom # 1
Bedroom I 2 Bedroom # 3
fOlm PICS«2 • 'TOTAi.• 101111U dlrll II'/ 111 modt, Ille.· 1-800-AI.MIOOE 859 Photoaraph Addendum
s. CA llpCode 92260
Bath # 1 Bath #2
Cffflmta!S: Cenun1nts:

Bath #2 Garane Interior
Com1111111S:

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Sn CA Zip eodt 92260
Comparable
260 C• 0. V9fllno
Comparable 2
359GranVia
Comparable 3
189 Madrid Ave
f(llffl ACl'IX.BR·"l'UTAL'~~~U•modt, ric. • I-a.A~ 862
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Sllll CA a, Coda 92260
Comparable 4
14&GranVia
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264 C8lle Del Verano
Comparable 6
110 Oon Miollllll Cir
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Business, Consumer Services & Housing Agency

BUREAU OF REAL EST A TE APPRAISERS

REAL ESTATE APPRAISER LICENSE
Judy A. Gaudiano
has successfully met the requirements for a Ii I real r in the State of California and is, therefore, entitled to use the
This license h
Ccnification

BREA APP
3056154
AR003778
Effective Date: February 19,2021
Date Expires: February 18, 2023
Loretta
~ Dillon, Deputy Bureau Chief,
864
E&O Insurance - Paae 1
STOCKCCAM'N« PRO GUARD Pt.A TINUM POLICY DECLARATIONS

VALIDUS

SPECIALTY
...,,_ ..... _.IIIIIUll'8AddNIN!
Judy A. OeudtMo
08AAdklrl~SeNicPOBoll2101
AANCHOMIAAGII!, CA e:t:270
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811111t280
Sen~.CAIIU16
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FfOl'II: 121t2r.K>20 To: 12/'12/2021
POLICY NUMIM!R: Rl!00012.14'1'
PMrfllOIIOV ____, Rl!OOOOll1N
IXCl!PT M MAY ontlRWU 81! ~ IN TH& l'OU.OWliD POUCY, THlt POUCV MAY Nl'f/t.Y ONLY TO W...,MMJIIIN~Wffl4TNRTIIW,CONDfflONSANDMQUIMIIIHnOf'TNllf'OUOWl!D POUCYi NfO TNa '-MT Of' IJA8UTY• RIDUC8> ANO*Y ISi! IPNAUffl!D.., PAW Of' Dl!PW coeT9 otl CUOlt WAND IDCN-. PUA8a llllfAD 'l'HI!~ POLICY AMDflaa POUCV CAN!PUI.LY. ffl!M 1. PR0f'l!88l0MAL NRYICD:

Real B•tate Appraieere
8RROR8 AND CW8IONaLJA-.ff'YIN8UltANCE
ffllllll a....,-OP atMIRAHCll Eeol\ClllfflUmlll t l., 000, 000 ~ Unit I 1,000 « 000 ff8III S. DIIDUCTI._. EN\ Clllm • so 0 ~•1.000
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PRO GUARD PLATINUM POLICY DECLARATIONS (wntlnued)
fflllll e. POIWS AND l!NDOR8l!!Mmff8
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nGa -=---TIOM8 AAS f'Al(T Ofl nt& POUCY Ofia.MATIONS CONTAINING 'n48 ~ Ofl THI! INIURED Na:J Tia f'0U0'Y Pll'IIOO.

WESTERN WORLD INSURANCE GROUP
Weetem World lneurance company
Tudor lnsul'W'ICle Company
Stratford lmuance Company
AcktdlMallwOllloe
300 Klmllllll Dl'tlle, .,_ IIOO
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239 Serena Or, Palm Desert 92260 STATUS: Closed UST/CLOSE:
$499,950/$495,000 ♦
Cross Street: Monterey Ave ..

M111> da1a e2024

DESCRIPTION
BED/ BATH: 3/2e/.0
SQFT(src): 1,670 (A)
PRICE PER SQFT: $296.41
LOT(src): 2,614/0,CM; (A}
LEVELS:

GARAGE: 2/ Attached
YEAR BUILT(src): 1979
PROP SU81YPE: CONDO
DOM/ CDOM: ill42
SLC: Standard
PARCB.. #: 622082020
USTING ID: 539317
Submit Offer
Goroeous Condo with beaulfful wat mountain views across the green t'lllrwa,1 This CIOndo boasts just under 1,700 SQfT, 3 bedrooms, 2 bathrooms.

Upoll entry, you ,,., .,.nad by an abundance of space due 1D the open concept and hlth c:elllnp. Indulge In 1M larc,e dining .,.. that flows Namlelidy ln1D the ldtdlen featurfng stainless steel appNanc::es, plenty of counter spacie, and a oenerc,111 amol.Wlt of etorage In the cabinets making ttlls placie an entertainer"• drum. This home offers an oversized Mamr bedroom with ample dONt ..,ace and a beaut:H'ul ll'UUltllr balflroom with a skytlghU Locallld In the hlglltr sougflt-after Monterey CountJy Club tNs condo offers new windows, new floorfng lflroughout, a 2--car garage, a beautiful badl patio, and• mudl ll'IONII Me1ic:ulousty maintained and ready for you to enjoy, View Todarl EXO.USIONS:

AREA: 699 • NOt Defined
SUBDIVISION: /
COUNTY: IUverlkte
SENIOR COMMUNITY?: No
CERTIFIED 433A?: No
PROP SUB TYPE: Condominium ()

INTERIOR
INTERIOR:

MAIN LEVEL BEDROOMS:

MAIN LEVEL BATHROOMS;

EXTERIOR
EXTERIOR:

FENCNG: Block, Wrought Iron
DIRECTION FACES:

BUILDING
BUILDER NAME: Unknown
MAKE:

BUILD MODEL:

TAX MODEL:

GARAGE AND PARKING
ATTAO-IEO GARAGE?: Attadled
UNCOVERED SPACES:

GREEN
GREEN ENERGY GEN:

WALK SCORE:

POWER PRODUCTION
POWER PRODUCTION:

COMMUNITY
HOA FEE: $570/Montflly
HOA FEE 2:

HOA FEE 3:

UST $ ORIGINAL: $519,950
BASEMENT SQFT:

COMMON WAUS:

PARKING: UncoveNJd
HORSE:

PROBATE AUTHORITY:

STRUCTURE TYPE:

ACCESSIBIUTY:

INO.USJONS:

ROOM TYPE:

EATING AREA: A.NII
COOLING: Central Air
HEATING: Nab.Ira! G•
VIF:N: Mountafn(s), GolfCounse
WATERFRONT:

LAUNDRY: Inside
COMMON INTEREST:

FLOORING: See Remarks
APPLIANCES: Gas WateT Heater, llaft1Je,
oven, Dishwasher
ENTRY LOC/ENTRY LVL: /0
FIREPLACE: NOIM, Living Room
KITOIEN FEATIJRES:

BATHROOM FEATURES:

SECURITY: Gated Community LOT: Spdnlders Jn Front,
SEWER: Publlc Sewer Spdnlders In Rear, On Golf
CourN
ARCH STYLE:

DOOR:

WINDOW: SkyUght(s)
POOL: None, Communttr
ROOF: TIie
FOUNDATION 011.5:

PROPCOND:

PATIO/PORCH: Covered
SPA: None, Community
CONSTR MTLS: Frame
OTHER STRUCT:

NEW CONSTRUCTION YN:

PARKING TOTAL: 2
# REMOTES:

GARAGE SPACES: 2
RV PARK DIM:

CARPORT SPACES:

GREEN ENERGY EFF:

GREEN VERIFICATION:

HOA NAME: Monterey Country
Qub Auodatfon
HOA NAME 2:

GREEN SUSTAIN:

HOA PHONE: (7ect) 568-9311
HOA PHONE 2:

HOA PHONE 3:

GREEN WTR CONSERV:
# OF UNITS:
# UNITS IN COMMUNITY:

STORIES TOTAL: 1 867
COMMUNITY:

HOA MANAGEMENT NAME:

HOA MANAGEMENT NAME 2:

HOA MANAGEMENT NAME 3:

LAND
HOA NAME 3:

HOA AMENmES: Pool,
ClubhoUM, Tennl• COurt(s),
Gym/l!x Room, Management,
GolfCOul"N
LAND LEASE?:

PARCEL#: 622082020
AODmONAL APN(s): No
!AND LEASE AMOUNT:
!AND LEASE AMT FREQ:
!AND LEASE PURCH?:
!AND LEASE RENEW:

UTILITlES: Sewer' Connected,
Sewer Available
TAX LOT: 0
TAX BLOCK:

ELECTRIC: TAX TRACT#:

WATER SOURCE: Public: ZONING: Resldentlal 1
LOT SIZE DIM: Buyer to verify
ASSESSMENTS:

TAX OTHER ASSESSMENT: $0
TAX OTHER ASSESS SOURCE:

SCHOOL
HIGH SCHOOL DISTRICT:

HIGH SOi DIST SOURCE:

MIDDLE/JR HIGH:

MIDDLE/JR SOURCE:
aEMENTARY:

ELEM SOURCE:

HIGH SCHOOL:

HIGH SOURCE: ELEMENTARY OTHER: MIDDLE/JR HIGH OTHER: HlGH SCHOOL OTHER:

L----=U=ST--'--"-'-IN~G'--____,1-----------------r1 --;D"°A::;:r;:;:E:;::S-,_ _ ________ ___ _ BAC: 2% TERMS: CUh, cash to New Loan, FHA. VA Loan,
BAC RMRKS: , SUbinlt, Com,mllonal
DUAL/VARl COMP?: No UST AGRMT: ExdUSM Right To Sell
LEASE CONSIDERED?: UST SERVICE: Full Service
CURRENT FINANCING: FHA, VA, AD NUMBER:
conventional DISO.OSURES:

POSSESSION: Sae Remarb INTERNET, AVM?/COMM?: Y•FY•
SIGN ON PROPERm: INTERNET?/ADDRESS?: Yes/Yes
CONTINGENCY UST: NEIGHBORHOOD MARKET REPORT YN?:

CONTINGENCY:

UST CONTRACT DATE: 09/21/21
START SHOWING DATE: 09/21/21
ON MAAKET DATE: 09/22/21
PRICE CHG TIMESTAMP: 10/27 /21
STATUS CHG TIMESTAMP: 12/14/21
MOD TIMESTAMP: 02/11/22
EXPIRED DATE: 03/14/22
PUROi CONTRACT DATE: 11/09/21
O...OSE DATE: 12/09/21
PRIYATI! Rl!MARKS1 $111 Club House ,_ •••Emall all oflwn to Daniela at Offlceoe>marAlfaro.com• •• Buyer to venfr all lnfonutton c»ntalned In this Hating, Inducting but not llmltad to, square footage, permit., and lot alle. Please send coNptete offers to OfflceOOmarAlfaro,<lOfn and Include RPA, POP, !MD and Pie Approwl/DU A,pl"OYBJ. TI> PREVINT COUNTl!R, PLEASI! INCLUDE THf FOLlOWING IN YOUR OfPl!R: 1) Appnlsal shall be ordered within 12 l>irp Aft.er Ac:iceptance, 2) Paragraph 14.L(l} thaU be 12 Dap After Acceptance. 3) Buyer to be cross quallflecl wtth Mfflfn Llanos at Amet'lciln Padflc: Mortgage within 5 bUllne8a Days Aftllr Acceptance. Bu,er may dtoose lender of their cholca to complete Ute loan. Box Location: SN Rantarb Carport: No # of UnCIO'Nnld Spaces: 2 Uncovered Paridng: UNC 5ellfn, Colntneftts: ec Hero Annual Amount: 0.00 Minimum DepGllit: 5000.00 Accept Dlgltal Signature: YES Property Dlsdalmer: Al llttormation deemed relabfe, but not guaranteed # of RY Spacet: 0 Lot Location Typee 0G # of AtbldMid Spaeas: 2 # of Detacfled Spams: 0 ! SHOWINGINFORMATION j---- ------ ---------------- SHOW CONTACT TYPE: LOCK BOX LOCATION: SN Remartr:s OCCUPANT TYPE: 0Wner SHOW CONTACT NAME: LOCK BOX TYPE: OWNER'S NAME:

SHOW CONTACT PH: (!Ii
SHOW INSTRUCTIONS: Appointment Only, 2-Hour Notlc:8 Tut Daniell 760-995-5951 to sdtedu9e en appolntmeftt.

OlRECTIONS: Cross sei..t: Monterey Ave ..

I AGENT / OFFICE I I CONTACT PRIORITY 1-J --------
LA: ( HD10677) Omar Alfaro
Col.A:

LO: lHD8222) Corcoran Gtobal Living LO PHONE: 760-488-6011 CoLO:

CoLO PHONE:
lA State License: 01358569
CoLA State License:

LO State Ucense: 02102201
LO FAX: 760-513-9171
C.OLO State License:

Col.OFAX:

Offers Email: [email protected]

COMPARABLE INFORMATION
CLOSE PRICE: $495,000
UST PRICE: $499,950
UST $ ORIGINAL: $519,950
PURCH CONTRACT DATE: 11/09/21
OOM/CDOH: W il
BA: (SHAAKKEL) .Kt.lli
Haakenson
80: Compass
BA State Ucense: 01891835
BO State License: 01991628
CoBA: ()
C.080:

C.OBA State License:

C.080 state Ucense:

BUYER FINANCING: ConventJonal
CONCESS[ONS $: $5,000
CONCESSfON CMTS:

COE DATE: 12/09/21
868
869
. . ----~
~rr:r--- ~i- :
870
, .

AGENT RJLL: R.esldentlal LISTING (D: 539317 Printed by Kelli Haakenson, State Uc: 01891835 on 0'2/13/2024 4:44:18 PM 871
239 Serena Dr, Palm Desert 92260
Enter North gate onto Avenlda del Sol, tum right on to Serena Cross Street: Avenlda del Sol.

DESCRIPTION
BED/ BATH: 3/2,0,0,0
SQFT(src): 1,670 (A)
PRICE PER SQFT: $143.71
LOT(src): 2,614/0.06 (A)
LEVELS: One
GARAGE: 2/ Attached
YEAR BUILT(src): 1979 (ASR)
PROP SUB TYPE: CONDO/D
DOM/ COOM: 252/ .ll.2
SlC: Standard
PARCEL #: 622082020
LISTING JD: 2150354S8DA
Submit Offer
Beald:11\11 West mountain views from acnss a wide oreen fairway with a hktden golf art ltt. Wei maintained 3(19 plan that 19 c:ozy and warm. A beautfful entry and Inside, updatld ballarooms. One of the fanrfte streets In Monterey with one of the best western Ylews. Mont.rey Country Club llas 27 hokls of chanaplonstllp golf, 19 world ct... tennis c:ourtll lndudlng ptmJe bal and 37 community pools. A new updaW fltnese center and a tun Nl'Wkle dub house with lot's of planned event.. The home and locetton can't be beat.

EXCLUstONS: A few P!!"!!!!!I Items INCLUSIONS:-"Fu'-=1 "'--'-f'u=::mlshecl==---------------- AREA: 322 • North Palm DeNrt
SUBOMSION: Monterey Country
0U/Mont-J Country Clu
COUNlY: Rhfwllde
SENIOR COMMUNITY?: No
CERTIFIED 433A?: No
UST $ ORIGl'NAL: '339,000
BASEMENT SQfT:

COMMON WAUS:

PARKING: Direct Garage
Access, Driveway
HORSE:

ROOM TYPE: Atrium, Den,
Entry, Formal Entry, Uvlng
Room, AH Bedrooms Down,
Primary SUlte, Walk-In
aoset
EATING AREA:

COOLING: c:.ntral Air
HEATING: Pfrepl.lQl(s), Forc:ed Air, Elec:trlc
VIEW: DeNrt, GolfCourse, Mountaln(s)
WATERFRONT:

LAUNDRY: lndMdual Room
------------'-'PR:.;.;0;;.:B::.;.ATE AUTHORITY:

PROP SUB TYPE: STRUCTURE lYPE: COMMON INTEREST:

Condominium (Detach.cl)
.___..:;.; INT~ E;.;.R.;.;;.10;::;.'-'-- R _ _.,t-- -------------------------------- INTERIOR: cathedral Celllng(a), Wet Bar
ACCESSJBIUTY:

APPLIANCES: Dishwasher, Disposal,
Electrlc Cooking, Electric oven,
Elec:trtc Range, Vented l!xhaust Fan,
Microwave, Refrigerator, Self
cteanlng oven, Water Heater
FLOORING: carpet, TIie
ENTRY LOC/ENTRY lVl: /
MAIN LEVEL BEDROOMS: FIREPLACE: Gas, UVlftiJ Room
MAIN LEVEL BATHROOMS:

EXTERIOR
EXTERIOR:

FENCING: Wrought Iron
DIRECTION FACES:

BUILDING
BUILDER NAME: s..-.rue COm,any
MAKE:

BUILD MODEL: 300 Plan
TAX MODEL:

GARAGE AND PARKING
ATTACHED GARAGE?: Mtadled
UNCOVERED SPACES:

GREEN
GREEN ENERGY GEN:

WALK SCORE: 0

POWER PRODUCTION
KITCHEN FEATURES: TIie Cou1ttars
BATHROOM FEATURES: V.ntty rea,
Hollywood throom (Jac:lc&llll}, "9mocteled,
Shower, 1'11e Counters
SECURITY: 24 Hour Security,
Gated Community
SEWER:

ARCH STYLE: Spanish
DOOR: SUdlng Doors
WINDOW: lllna
LOT; Cfole to ClubhouN, CulDe-Sac, On Goff Coune,
Splfnlders DrtpSystem,
Sprfnldet' System, Sprinldera
nmer
POOL:

ROOF: TIie
FOUNDATION DTt.5: Slab
PROPCOND:

PATIO/PORCH: Concrete
SPA:

C.ONSTR MTLS: 5tua:o
OTHER STRUCT:

NEW CONSTRUCTION YN:

PARKING TOTAL: 2
II REMOTES:

GARAGE SPACES: 2
RV PARK DIM:

CARPORT SPACES:

GREEN ENERGY EFF: GREEN SUSTAIN: GREEN WTR CONSERV:
872
POWER PRODUCTION: GREEN VERIFrCATION:

COMMUNITY
HOA FEE: $480/Montflt,
HOA FEE 2: $100/Mcm1flly
HOA FEE 3:

HOA NAME: Monterey Counby
Club Association
HOAPHONE: (7ti0)346-9778
HOA PHONE 2:
# OF UNITS:
# UNITS IN C0MMUNITT:

COMMUNITY: Golf
HOA MANAGEMENT NAME:

HOA MANAGEMENT NAME 2:

HOA MANAGEMENT NAME 3:

LAND
HOA NAME 2:

HOA NAME 3:

HOA AMENmES: Banquet
Facilities, card Room,
Clubhouse, Gym/Ex Room,
Management,, Meeting Room,
Tennta Court(s), Clubhouse
Paid, Security, Trash
HOA PHONE 3: STORIES TOTAL:

LAND LEASE?: No
PARCEL#: 622082020
ADDITIONAL APN(s}: No
LAND lEASE AMOUNT:

LAND LEASE AMT FREQ:

LAND LEASE PURCH?: No
LAND LEASE RENEW:
lITTLITIES: c:.ble Available
ELECTRIC: 220 Volts In
Kitchen, 220 Volts In
Laundry
TAX LOT:

TAXBlOCK:

TAX TRACT #:

ZONING:

WATER SOURCE: TAX OTl-lER ASSESSMENT: LOT SIZE DIM: TAX OTl-lER ASSESS SOURCE:

ASSESSMENTS:

SCHOOL
HIGH SCHOOL DISTRICT: Desert Sands ELEMENTARY:

Unlfted ELEM SOURCE: MIDDLE/JR HIGH: HIGH SCHOOL:

HIGH SOI DIST SOURCE: ELEMENTARY OTHER:

MIDDLE/JR SOURCE: HIGH SOURCE:

MIDDLE/JR HIGH OTHER: HIGH SCHOOL OTHER:

LISTING r,O"A;:;:TE~S~I--- -
BAC: 3,000¾
BAC RMRKS:

OUAl/VARI COMP?: No
LEASE CONSIDERED?: No
CURRENT FINANONG:

POSSESSION: Oo9e Of Etc:row
SIGN ON PROPERTY': Yes
CONTINGENCY UST:

CONTINGENCY:

TERMS: Cash, caltl to New Loan
UST AGRMT: Seller Resen,ed
UST SERVICE: FuU Servk)e
AD NUMBER:

DISCLOSURES: CC And R's, Homeowners Aaoc:111Son,
Prtvat. Transfer Taxes
INTERNET, AVM?/COMM?: Yes/Yes
INTERNET?/AODRESS?: Y•IY•
NEIGHBORHOOD MARKET REPORT YN?:

PRIVATE Rl!MARKS: 0wne ... Nmetimes here on weekends, please call first 323-394-1953

I SHOWING INFORMATION I
UST CONTRACT DATE: 11/19/15
START SHOWING DATE:

ON MARKET DATE: 11/19/15
PRICE CHG TIMESTAMP: 05/31/16
STATUS CHG TIMESTAMP: 08/17/16
MOD TIMESTAMP: 01/11/22
EXPIRED DATE: tl/21/16
PURCH CONTRACT DATE: 07 /27 /16
CLOSE DATE: 08/16/16
SHOW CONTACT TYPE: LOCK BOX LOCATION: OCCUPANT 1YPE:

SHOW CONTACT NAME: LOCK BOX TYPE: SUpra OWNER'S NAME: SHOW CONTACT PH: (!I SHOW INSTRUCTIONS: Go Dlract.Keybox, ,Go Dlrec:t/5ur1)8 DIRECTIONS: l!nter North gab onto Avenlda del Sol, tum light on to Sarena 0-0. Street: Avenltta del Sol.

I AGENT / OFFICE I I CONTACT PRIORITY I
LA: (CPAR-D77895) Dolores Del-~[[Q
ColA:

LA State Ucense: 00396234
Col.A State Ucense:

LO: (CPAR-ooaos1) Bennion 0evme Homes LO State License:

LO PHONE: (760) 773-3958
CoLO:
lO FAX: (7ti0) nJ-3959
C.OLO State Ucense:

Col.OPHONE: CoLOFAX:

Offers Email:

COMPARABLE INFORMATION
CLOSE PRICf : $240,000
UST PRICE: $249,000
UST $ ORIGINAL: $339,000
PURCH CONTRACT DATE: 07 /27 /16
DOM/COOM: .2.8/ll.2
BA: (D2253§) Heather
~
BO: KellerWilllams Reaky
BA State License: 01254672
BO State License:

CoBA: ()
C.0BO:

CoBA State License:

CoBO State License:

1.1.A DIRECT:

2.LA EMAIL:

BUYER FINANCING: COnventional
CONCESSIONS $: $0
CONCESSION CMTS:

COE DATE: 08/16/16
873
874
AGENT FULL: ReSldent11.1I LlSTING ID: 215035458DA Printed by Kell Haakenson, State Uc: 01891835 on 02/13/202◄ ◄: 2:47 PM 875
I

COLDWELL BANKER REAL TY - MONTEREY CC ONSITE
www mcconsite.com
Address Price Furn/Unfurn Sg. Ft. Facing Remarks
20 Plans 2Bd/2Ba
295 Castellana E $440,000 Turnkcl 1324 West Lowest Priced Unit in Dcveloement + Sueer Nice 120 Don Miiucl $465,000 Unfurnished 1303 East Remodeled with an 0Een kilchen and fireelacc! 104 Castellana W. $524,900 Unfurnished 1303 East Comelete re-do w/oeen kitchen, contcmEorary 200 Plans 2Bd/2Ba
30 Plans 2Bd + Den or 3Bd/2Ba
263 Santa Barbara $599,000 Tumke~ 1656 Soulh Beautiful Views, Kitchen & Baths uEgraded 174 Castellana S. $669,000 Partiolll 1680 North Open floor Elan, comEleteti remodeled 252 Santa Barbara $590,000 Unfurnished 1656 East Remodeled, infared sauna 415 N Sierra Madre $725,000 Furnished 1730 South Gor~eous Remodel Oeen Floor Plan-Super Vu's 30Sidelard 2Bd + Den or 3Bd/:2Ba
300 Plans 2 Bd + Den or 3Bd/2Ba
190 Seville $625,000 Unfurnished 1670 North Partial Remodel 214 La Paz $659,000 Turnkct 1670 North Comelctclr remodeled 3000 Plans 2 Bd + Den or 3Bd/2Batb or 3 1/2 Baths
43 l Sierra Madre N $599,000 Tumkei 2208 South All Recmodeled-Gorgeous South Views! l80 Gran Via $669,500 Unfurnished 2208 North Com2letell remodeled and Great Value!! 3000 Plans Sldelard 2 Bd + Den or 3bd/2 Bath or 3 1/2 Baths All inf onnation deemed reliable but not guaranteed.
... ON HOLD
VP 2128/24
237 Serena
ORE#00616212
$1 1195,000 Furnished 1800 West Great views!! All Remodeled to the l0's+++ Check out our new website at www.mcconsite.com
WEEKEND OPEN HOUSE INFO GO TOJ mccopenhouses.com

COLDWELL BANKER REAL TY
Monterey Country Club
41502 Monterey Ave.

Palm Desert, Ca 92260 760-340-9988
876
c!J 0 000
r.
iiifJ:i
Listing Provided by: Gary Leibovitz DRE #02144670 312-961-3338, Lux Box Agency • For sale Prl,e increase: $199K (5/11)
$769,000
• 3 beds ~ _ 2 baths ~ 1,800 sqft
122 Giralda Cir, Palm Desert, CA 92260
~~!:: SS,867 /mo / Get pre-qualified
~ Condominium 1f Built in 1979 b. -- sqft lot
Request a tour Contact ~ $833/mo HOA
as early as todny nt 11 :30 arn
What's special

GAS FIREPLACE STUNNING SUNRISE SECTIONAL SEATING FRESH PAINT

SPACIOUS PATIO QUARTZ COUNTERTOPS NEWER APPLIANCES
https:/fwww.zillow.com/homedetails/122-Giralda-Cir-Palm-Oesert-CA-92260/18075208_zpid/ 5}29/24, 8:48 AM

Page 1 of 877 ends

Welcome to 122 Giralda Circle, a 3 Bedroom 2 Bath Plus Den beauty with a spacious Living /Dining area, Dry Bar, Gas Fireplace and spacious Kitchen This gorgeous property {Plan 300) has been completely reimagined. Details include new 24x24 Tile Flooring, a completely remodeled Chefs Kitchen with newer appliances, beautiful v Showmore
19 days on Zillow 444 views 22 saves
Zillow last checked: 8 minutes ago
Listing updated: May 27, 2024 at 03:11am
Also listed on COAR/ Desert Area MLS, Palm Spring~jonal AOR Listing Provided by: Gary Leibovitz DRE #02144670 312-961-3338, Lux Box Agency Source: CRMLS, MLS#: 219111143PS <ffi~ Originating MLS: California Desert AOR & Palm SpringsAOR
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... . .... "1 ................. ..n, •o ....... ...-._,, ,,. , , .... ~ .. , ......... , ~ Tour with a buyer's agent
We'll find a local expert to take you on a private tour of 122 Giralda Cir.

Open houses
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11 :00 AM - 1 :00 PM
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Facts & features
Interior
Next available tour time:

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Bedrooms & bathrooms
• Bedrooms: 3
• Bathrooms: 2
• Full bathrooms: 2
Bathroom
• Features: Vanity area, Shower, Remodeled
v Show more
Services availability
vertzorr' Switch to SG Home Internet f!'l
Make this home a reality
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Get info on this home, tour, and more.

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See if you can afford this home.

Estimated market value
We don't have enough information to calculate a Zestimate® for this home.

Rent Zestimate®
$3,684/mo
Zestimate history Table view
No data available at this time.
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Price history
Date Event
5/11/2024 Listed for sale
Source: ~ CDAR/ Desert Area MLS #219111143 Report
4/24/2024 Listing removed
Source~ C~ CRM LS #219083980DA Report
5/30/2023 Sold
Source @ 1111,tt CRMLS #219094075DA Report
v Showmore
Public tax history
Year
2023
2022
2021
--------
v Showmore
Property taxes
$4,912 +2.4%
$4,795 + 2.4%
$4,684 + 1.8%
Find assessor info on the county website
Monthly payment calculator
https:f{www.zillow.com/homedetails/122·Giralda-Clr-Palm-Desert•CA•92260/18075208_zpid/ Price
$769,000 +34.9%
$427/sqft
$570,000 +9.5%
$317/sqft
$520,500
$289/sqft
Tax assessment
$374,195 +2%
$366,859 + 2%
$359,667 +1%
6/29/24, 8:48 AM

Page 6 ends

Estimated payment©
$5,872/mo
Customize this payment
• Principal &
interest: $4,007
• All taxes &
insurance: $1,032
• HOA fees: $833
All calculations are estimates and provided by Zillow, Inc. for informational purposes only. Actual amounts may vary.

Down payment assistance
No down_payment_assistance programs available for this specific home. Keep searching, because another home may deliver different results.

Check eligibility
Source: Down Payment Resource®
Getting around
•
Bike Score®
-----------·-···
3S / 100
Somewhat Bikeable
Nearby schools
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Page 7 of 12 ends

GreatSchools rating
A Abraham Lincoln Elementary School
W, Grades: K-5 Distance: 1.1 mi
- Colonel Mitchell Paige Middle School
W, Grades: 6-8 Distance: 5.2 mi
A Palm Desert High School
W Grades: 9-12 Distance: 2 mi
v Showmore
Schools provided by the listing agent
High: Palm Desert
Source: CRMLS. This data may not be complete. We recommend contacting the local school district to confirm school assignments for this home.

Nearby homes
3 bd 2 ba 1.Sk sqft 2 bd 2 ba 1.6k sqft
108 Giralda Cir, Palm ... 116 Giralda Cir, Palm ...

Sold • Off Market
htlps://www.:z:illow.com/homedetails/122-Giralda-Cir-Palm-Oesert-CA-92260/18075208_zpid/ 2 bd 2 ba 2k sqft
118 Giralda Cir, Palm ...
• Off Market
$49
2 be
112
• C
5/29/24, 8:48 AM

Page 8 of 12 ends

------
Local experts in 92260
A local agent can set up tours, give advice and
negotiate with sellers.

Browse local experts
Local legal protections
9J Current legal protections at the state level in California v Show more
Talk to a local agent now
~ Call .rn1_4) 958-1754
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~ The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal Inspection and/or contacting a real estate profession a I.

Based on information from California Regional Multiple Listing Service, Inc. as of 2024-01-24 10:53:37 PST and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information The listing broker's offer of compensation is made only to participants of the MLS where the listing is filed.

California • Riverside County • Palm Desert · 92260 • 122 Giralda Cir Nearby cities
Corona Real estate
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lunJna Vallev RP.al P.st;:itP.
https://www.zillow.com/homedetails/122•Giralda•Cir-Pa1m-Desert-CA-92260/18075208_zpld/ 5/29/24, 8:48 AM Pa9e 10 of 886 12
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(JO (\..(Z..~\ CJ if\,..,-
X Redfln Real Estate App ***** (1.3M+)
V\I\ M lLG-n n6 k;;> 3 ]J 20
+- Search
~ 36 photos
• Forsale
Request showing
Next available: Tonay at 11:00 AM
$639,000
3 beds • 2 t.:>,~~h.~ • 1,670 sq ft
Est. $5,237 /mo - Get pre"approved
Price drop
List price was lowered by $30K. Tour it before i
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Today, May 29
11am • 12pm • 1pm • Check for more
Comments Add one
About this home
PRICE REDUCTION $30K! Stunning golf course home boasts southern mountain views that will take your breath away! Newly renovated kitchen features white shaker cabinets, quartz countertops, marble backsplash, and stainless-steel Showmore v
0 61 days on Red_fi,n
(ill Condo
/fa Built in 1979, renovated in 1988
noo 2,614 sq ft lot
~ $383 per sq ft
a 2 garage spaces (4 total)
a· Has A/C
(g) In-unit laundry (washer and dryer)
© $833 monthly HOA fee
0 2.5% buyer's agent_ fee I'¥\
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Page 2 of 13 ends

~ Monterey Country Clu
Listed by Shawna Avery• DRE #02167494 • HomeSmart
Redfin checked: 1 minute ago (May 29, 2024 at 8:47am). Source: GPSMLS#219109012 Thinking of buying?

WEDNESDAY THURSDAY FRIDAY
29 30 31

MAY MAY MAY
[" _it}_t. _____ ~_o_u_r i_n_pe_r_so_n _____ ..,I □ ~-- Request showing
It's free, cancel anytime
h1tps://www.redlin.com/CA/Palm•Desert/297-Cordoba•Way•92260/home/5881946 Camino Arroy•Jtj, <=>
Map data ©2024
Tour via video chat
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OR
[ Start an offer l
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Wednesday, May 29
11am • 12pm • 1pm • Check for more
$5,081 per month •
Princip31 and interest
• Property t_a_~~~
• HOA dues
• Homeowners jnsurance
Home price
$639,000
https://www.redfin.com/CA/Palm•Oesert/297-Cordoba•Way-92260/home/5881946 " Reset
$3,412
$666
$833
$170
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Down payment
20% ($128K)
t?
Loan details
FHA 30-yr fixed, 7.03%
t?
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Electricity and solar f View estimated energy costs and solar savings for this home Internet
View Internet plans and providers available for this home Provided by Down Payment Resource, Wattbuy, and AIIConnect 8 Advertisement Report Ad
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Advertisement
Property details
Parking, utilities, exterior, etc. for 297 Cordoba Way
Sale and tax history
Price changed on May 22, 2024 to $639,000
Public facts and zoning
Horne details and zoning from local records
Schools
7110 James Ear1 Carter Elementary School
Public, K-5 • 0.7rni
411 O Colonel Mitchell Paige Middle School
Public, 6-8 • 4.8mi
8110 Palm Desert High School
Public, 9-12 • 1.8mi
_Provided_ by GreatSchools
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Around this home
Walkability, biking, nearby amenities near 297 Cordoba Way Climate risks
Flood, Fire, Heat, Wind, Air
Redfin Estimate
$628,256 ( +$308K since last sold)
Real estate market insights
Condo Real estate trends near 297 Cordoba Way
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$799,000
3 beds 2 baths
1,670 sq ft
261 Calle Del Verano, Palm
Desert, CA 92260
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VIDEO TOUR
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$590,000
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SOLD MAY 3, 2024
$648,800 Last Sold Price
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1,670 sq ft
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CA 92260
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htlps://www.redfin.com/CA/Pa1m•Oesert/297-Cordoba-Way-92260/home/588t946 SOLD APR 11, 2024
$900,000 Last Sold Price
3 beds 2 baths
1,621 sq ft
73 Don Quixote Dr, Rancho
Mirage, CA 92270
Zip Codes ) 0
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P6SC55dl'':) D~C...C M Gmail Carrie Kropff <[email protected]> History of property details fo11t239 Serena Drivr in Palm Desert 12 messages
Carrie Kropfl <[email protected]>
To: [email protected]
Hi Miguel,
Fri, Mar 1, 2024 at 1 :39 PM
I'm own a property at Monterey CC in Palm Desert: 239 Serena Drive, Palm Desert, Ca 92260.

We purchased the property a couple of years ago. We were sold a 3 bedroom condo, but it has been brought to our attention that the Assessor's Office shows it as a 2 bedroom. I was wondering if you could provide me with a complete "property detail• history for my property from the day it was built? I'm wondering if at some point it was a 3 bedroom and changed to a 2 bedroom. If so, when did this happen? Why did it happen? I realty appreciate your hefp with this matter!
Sincerely,
Carrie ·Kropff
949-554 4448
Tapia. Miguel <Miguel. [email protected]>
To: Carrie Kropf! <[email protected]>
Good afternoon Carrie,
Thank you for your email.

Mon, Mar 4, 2024 at 3:27 PM
I went ahead and looked into the bedroom counts by looking at the listing pictures and updated the bedroom count from 2 to 3 bedrooms for your property.

As far as the property history, there isn't very much other than something showing a Plan 300 for your property. I have been getting many calls from other homeowners in this area regarding bedroom counts and the best I have been able to come up with is that It appears there was a plan change at some point by the builder but no new permits were taken out to reflect this change.

I have gone ahead and provided you with a Property Characteristics Report for your property showing the updated bedroom count for your reference.
ff you have any additional questions please let me know.

Thank you,
904
Miguel Tapia
Appraiser
Riverside County ACR
38-686 El Cerrito Road
Palm Desert, CA 92211
[email protected]
ASSESSOR-COUNTY CLERK·RICORDIR
Rlve1side County, CA
(Quoted text hidden)
I Confidentiality Disclaimer
I
I
I
I
I
i
This email is oonfidential and Intended solely for the use of the indlvidual(s) to whom it is addressed. The information contained in this message may be privileged and confidential and protected from disclosure. If you are not the author's intended recipient, be advised that you have received this email In error and that any use, dissemination, forwarding, printing. or copying of this emaU Is st:rktly prohibited. If you have received this email in error please delete all copies, both electronic and printed, and contact the author Immediately.

I Assessor-County Clerk-Recorder, County of Riverside, California L ........ _ ..................... _____ ........... -·--·--·-.. · ..·-··-·-···· .. -.. _-·_·_· _____ .. _________ .... _ ........ _. __ _ ilii"I 239 Serena Dr Property Report Card.pelf
ICI 210K
---------
Carrie Kropft <[email protected]>
To: "Tapia, Miguel· <[email protected]>
We need it to stay as a 2 bedroom for now please. If we want it changed I will let you know.

Sincerely,
Carrie Kropff
Founder
Streetubez
www.streetubez.com
949"554-4448
(Quoted text hidden)
Mon, Mar 4, 2024 at 3:32 PM
Carrie Kropfl <[email protected]> Mon, Mar 4, 2024 at 3:37 PM To: Jeremy Estrada <[email protected]>, Keith Kropf! <[email protected]>, Shaun Murphy <[email protected]> Please read from the county assessor's office below. I contacted them to try and get a history on our property. The assessors office had it listed as a two bedroom In their reporting (since 1979). After reading my email, he went in and 905 looked atthe listing that's on the MLS and decided (based on pictures) to change my unit from a 2 bedroom to a 3 bedroom. It sounds like he's doing this on everyone that is calling? So now the assessor's office is saying we have a 3 bedroom and the city a 2 bedroom.

I asked him to leave it the way It was (as a 2 bedroom) for now.

Sincerely,
Carrie
949-554 4448
[Quoted text hiddanJ
~ 239 Serena Dr Property Report Card.pdf
210K
Tapia, Miguel <[email protected]>
To: Carrie Kropfl <[email protected]>
Carrie, l
Your p operty is showing 3 bedrooms, I'm not sure if I understand your request.

Mon, Mar 4, 2024 at 5:06 PM
In order to keep an accurate property record~ e update everything as is, and visually we have verified 3 bedrooms. Per the property listing this is also reflecting 3 bedrooms as well.

Please let me know if you have any questions.
(Quoted text hidden]
(Quoted text hidden]
Carrie Kropft <[email protected]>
To: "Tapia, Miguel" <[email protected]>
Ok. Thank you. Can you get ve me a link of this listing? Thanks so much for your hetp.

Sincerely,
Carrie Kropfl
Founder
Streetubez
www.streetubez.com
949-554-4448
{Quoted text hiddon)
Carrie Kropff <[email protected]>
To: "Tapia, Miguel• <[email protected]>
Good morning Miguel!
Mon, Mar 4, 2024 at 5:19 PM
Tue, Mar 5, 2024 at 8:07 AM
Thank you for reviewing my property (239 Serena Dr In Palm Desert). Per your email, the county of Riverside has confirmed visually that my property is a three bedroom. You adjusted my property from a 2 bedroom to a 3 bedroom due 906
to your findings. When we purchased the property in 2021 it was sold to us as a three bedroom. Will the change you made cause my property to be reassessed at a different value? Would you mind telling me and providing a link to the source/visual that you used to confirm this? Also, can you define what the County of Riverside constitutes as a bedroom?
Thank you for taking the time to review my property. making this adjustment and providing me more details. It is very helpful!
Sincerely,
Carrie Kropfl
Founder
Streetubez
www.streetubez.com
949-554-4448
[Quoted text hiddeo)
Tapia, Mlguel <Miguel. [email protected]>
To: Carrie Krapfl <[email protected]>
Good morning Carrie,
Tue, Mar 5, 2024 at 8:33 AM
Please see attached MLS listing for your property showing as 3 bedrooms/2 bathroom as wen as a link to the Ziflow listing with pictures of the bedrooms.
https://www.zillow.com/homedetails/239-Serena-Dr-Palm-Desert-CA-92260/18074708_zpid/ Please let me know if you have any questions.

Thank you,
Miguel Tapia
Appraiser
Riverside County ACR
38-686 El Cerrito Road
Palm Desert, CA 92211
Miguel. [email protected]
907
(Quoted text hidden]
(Quoted text hidden]
,tii'i 239 Serena Dr MLS Listing 1.pdf
IC1 360K
Carrie Kropff <[email protected]>
To: "Tapia, Miguel" <[email protected]>
Tue, Mar 5, 2024 at 8:40 AM
Thank you. Can you define what the County of Riverside determines is a bedroom? It woukf be very helpful to have this definition. I know you have a visual, but I need a worded definition from you on what constitutes a bedroom according to the county.

Sincerely,
Carrie Kropff
949.554 4448
[Quoted text hidden)
Tapia, Mlgual <Miguel. [email protected]>
To: Carrie Krapfl <[email protected]>
Good morning Carrie,
Thank you for your email.

Tue, Mar 5, 2024 at 8:54 AM
Just to clarify you will not be reassessed for the correction as the bedroom was a part of the property you purchased and you have not added any additional square footage. All we did is update the building record to reflect an adequate room count.

Per my previous email I sent you the links to the listing and included a PDF of the MLS listing.

In order to count a room as a bedroom we look for a window/door/closet If you have any additional questions feel free to let me know. {Quoted text hidden)
(Quoted text hidden}
Carrie Kropff <[email protected]>
To: "Tapia, Miguel• <[email protected]>
Wed, Mar 6, 2024 at 7:26 AM
Thank you so much Miguel. This is really helpful. The city of Palm Desert is insisting that we have a two bedroom. That the room attached to the atrium is not considered a third bedroom. They are not allowing us to utilize our property as a three bedroom, even though it was sold to us as a three bedroom.

Do you have any communication between the county of Riverside's assessors office and the city of Palm Desert about this issue? It would be so helpful if we could have some sort of communication between the two entities. Has the 908
- ...

County of Riverside
Assessor-county Clerk-Recorder
Prtmary Situs Addreaa 239 SERENA DR.PALM DESERT.CA 92200 Tag 018-049 PALM DESERT
Peter Aldana
Aeee11or..COunty Clerk-Recorder
POBOX751
Riverside, CA 92502-0751
(951) 955-6200
www.rivooacr.com
PIN 622082020
AJN 622082020
Legal Description UNIT 20 CM 023/032 INT IN COMMON LOTS 4,5 GeoCode 622082020 Site Market Area Residential - Riverside County
Property Clan Condo or PUD
Land
Acreage
0 Neighborhood IN2520
Building
Zoning
fmprovement Type Modem Single Family Residence (1950-
1990)
Name Building 1
Land Type
Residential
UvlngArea
YearButlt
Effective Year
1670.00
1979
1980 # Stories In Bulldlng
Bulldlng Section
Improvement Year Built Eff Year Actual Area Quallty
Main Dwelling 1979 1980 1670.00 8.0
Buffdlng Section UnH Elements
Category Code
Bath Fixtures Bathroom Fixtures
Building Additive Flreptace (Cost)
Building Additive Heat and Cooling (Cost)
Building Additive Extra Plumbing (Cost)
Room Count Bath-3/4
Room Count Dining Room

1.00 %Complete
100.00%
Unit Count
8 1500
3340
500
1 0
RIV!RSIDE COUNTY 18 NOT LIABLE FOR ERRONl!OUS OR INCOMPLETI! DATA CALIFORNIA REVENUE & TAXATION CODE 81!CTION 408.3 (D)
'"'ZONING IS NOT MAINTAINED BY TH!ASSESSOR'8 OFFICE. CONTACT THE COUNTY OR CfTY PLANNING DEPARTMENT" 909
.,
Room Count Bath-Full 1
Room Count Kitchen 1
Room Count Living Room 1
Room Count Utlftty Room 1
Room Count Bedroom 3
Room Count Family Room I Den 0
Fractional Area (3/4) 1979 1980 130.00 8.0 100.00%
Fractional Area (1/4) 1979 1980 204.00 8.0 100.00%
Attached Garage 1979 1980 504.00 8.0 100.00%
RM!RSIDI! COUNTY 18 NOT UABLE FOR ERRONEOUS OR INCOMPLETE DATA CAUFORHIA Rl!Vl!NUE & TAXATION CODI! SECTION 408.3 (D)
HZONINO IS NOT MAltTAINED BY 11tl! ASSESSOR'S OFFICE, CONTACT THE COUNTY OR ctTY PLANNING DEPARTMENT-- 910
.,
May 13, 2024
Mr. Shaun Murphy, Esq.

C/O Kennith Kropfl and Carrie Kropfl
CITY Of PAlM DfSIRJ
73-510 FRED W ARIN<i DRlvt
PALM DESERT, CALIFORNIA 92260-2578
TEL: 760-3-46--0611
[email protected]
SENT VIA EMAIL & U.S. MAIL
Slovak Brown Empey Murphy & Pinkney LLP
1800 E. Tahquitz Canyon Way
Palm Springs, CA 92262
[email protected]
RE: NOTICE OF DECISION - PALM DESERT CffY COUNCIL
Pursuant to Palm Desert Municipal Code Chapter 2.72.040, be advised that the Palm Desert City Council took the following action regarding your appeal on May 9, 2024:

Adopt Resolution No. 2024•023 entitled "A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF PALM DESERT, CALIFORNIA, UPHOLDING THE

DEVELOPMENT SERVICES DIRECTOR DETERMINATION THAT A LIVING

ROOM CANNOT BE COUNTED AS A BEDROOM FOR PURPOSES OF A
SHORT-TERM RENTAL AND MAKING FINDINGS IN SUPPORT THEREOF:

If you have any questions, please do not hesitate to contact my office.

SiA,rely,
C,~
City Clerk
Enclosure: Resolution No. 2024-023
911
DocuSlgn Envelope 10: F423626E-04CC--4E7E-A14F-5B508687892E RESOLUTION NO. 2024-023

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, UPHOLDING THE DEVELOPMENT SERVICES

DIRECTOR DETERMINATION THAT A LIVING ROOM CANNOT BE

COUNTED AS A BEDROOM FOR PURPOSES OF A SHORT-TERM

RENTAL AND MAKING FINDINGS IN SUPPORT THEREOF
WHEREAS, On March 25, 2024, the Development Services Director, in accordance with Palm Desert Municipal Code 2. 72.020 provided as Written Determination to Ms. Carrie Kropft, Applicant, that a living room cannot count as a bedroom for purposes of a short-term rental unit; and
WHEREAS, On April 9, 2024, Mr. Shaun Murphy, Esq. on behalf of the Applicant filed an appeal of the Development Services Directors determination that a living room cannot count as a bedroom for purposes of a short-term rental unit; and WHEREAS, on May 9, 2024, the City Council conducted a hearing to consider the Applicant's appeal, and duly considered all evidence, testimony of the applicant and interested parties, and the evaluation and recommendation by staff, at said hearing; and WHEREAS, notices of said hearing were made at the time and in the manner required by law.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Palm Desert as follows:

SECTION 1. RECITALS. That the foregoing recitals are true and correct and are incorporated herein as substantive findings of this Resolution.

SECTION 2. FINDINGS. The findings for denial of the Applicants appeal are hereby adopted as follows:

1. PDMC §5.10.090(G) establishes that the maximum number of overnight guests shall not exceed two persons per bedroom coupled with fact that on~slte shortterm rental owners must occupy at least one bedroom, which shall diminish the number of bedrooms for overnight guests. It was the intent of the City Council that this limitation would not allow any guests, or even an owner, to stay overnight in a room other than a bedroom.

2. The Development Services Director's interpretation of a definition of bedroom for purposes of a short-tenn rental unit is correct, as stated, "a private room intended for sleeping that is separated from other rooms by a door, having at least one window that meets the Emergency Escape and Rescue Opening requirements of the Cafifomia Building code, has a closeVstorage area, and is accessible to a bathroom without crossing into another bedroom.

SECTION 3. ACTION. Based on the evidence and testimony presented, and the findings contained in Section 2, the City Council does hereby deny the subject appeal 912
D6cuSlgn En1181ope ID: F<423326E-04CC-4E7E-A 14F-58508687892E Resolution No. 2024-023 Page2
filed by Mr. Shaun Murphy, Esq., and upholds the Development Serviais Director's determination that a living room cannot count as a bedroom for purposes of a short-term rental unit.

ADOPTED ON MAY 9, 2024.

CITY CLERK
~Doc.1919
~
U"JlUQOQC,CtOJ
• Ly.
~

KARINA QUINTANILLA
MAYOR
I, Anthony J. Mejia, City crerk of the City of Palm Desert, hereby certify that Resolution No. 2024-023 is a full, true, and correct copy, and was duly adopted at a regufar meeting of the City Council of the City of Palm Desert on May 9, 2024, by the following vote:

AYES: HARNIK, KELLY, TRUBEE, ANO QUINTANILLA
NOES: NONE
ABSENT: NONE
ABSTAIN: NESTANDE
RECUSED: NONE
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on 5/13/2024
4 J. Myi,- ~--"-
~'.r. MEJIA

CITY CLERK
913
914
Attachment 11
239 Serena Drive – Atrium
915
916
239 Serena Drive – Monterey Country Club
Attachment 12
o The Blue Arrow identifies the atrium at 239
Serena Drive.
o The adjacent residence is identified as 237
Serena Drive.
o The directional arrows indicate that no
immediate exterior windows to the public way are available to use the Den as a sleeping room. 06/27/2024
917
918
919
920
921
922
923
924
925
926

Page 1 of 6 ends

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Veronica Chavez, Director of Finance
REQUEST: APPROVAL OF RESOLUTIONS RELATED TO THE ADOPTION OF THE FISCAL YEAR (FY) 2024-25 FINANCIAL PLAN AND CAPITAL

IMPROVEMENT PROGRAM
RECOMMENDATION:

1. Conduct a Joint Public Hearing and accept public comment on the proposed City and Housing Authority Financial Plan including the Capital Improvement Program (CIP).

2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PALM DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2024 THROUGH JUNE 30, 2025 AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2024-25 THROUGH 2028-29,” and authorizing the use of General Fund reserves, to the extent needed, to cover any revenue shortfall.

3. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PALM DESERT, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2024-25.”

4. Adopt a Resolution entitled “A RESOLUTION OF THE PALM DESERT HOUSING

AUTHORITY OF PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2024 THROUGH JUNE 30, 2025.”

5. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND REPLACING RESOLUTION NOS. 2024-006

ADOPTING AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2024.”

6. Approve FY 2024-25 Out-of-State Travel as outlined in the staff report/memorandum.

BACKGROUND/ANALYSIS:

The FY 2024-25 proposed Financial Plan reflects resource allocations consistent with City policies, goals, and priorities. It also communicates to our residents and staff an action plan for the upcoming fiscal year, which includes program goals and the standards by which the delivery of services to the public will be measured. The total projected General Fund revenues are $83,222,877 and estimated expenditures are $83,063,012 resulting in an estimated surplus of $159,865.

Additionally, Staff has requested the use of available General Fund Reserves needed during the fiscal year for equipment and software acquisition, deferred facility maintenance, capital improvements, and upon sales tax measure approval, operational costs for additional staff needed in public safety and public works. On an ongoing basis, staff will be monitoring revenues and expenditures compared to prior year activities and will provide updates to the City Council throughout the year.
927
City of Palm Desert
Adoption of FY 2024-25 Financial Plan and CIP

Page 2 of 6 ends

The total proposed first year CIP for FY 2024-25 is estimated to be $72,431,781 and includes projects and programs identified in the 2024-25 City Council Goals which are to be funded from the General Fund as well as other governmental funds as noted.

In early May, the City Council held two study sessions to discuss the Capital Project priorities and the estimated revenues and expenditures for the upcoming FY 2024-25 Financial Plan General Fund
The General Fund is the primary fund used to finance the daily operations of the City and includes the cost for Police, City administrative departments, Public Works, Parks, Planning, Building and Safety, Economic Development and a portion of Fire services.

Revenues
The estimated General Fund revenues of $83,222,877 represent an increase of approximately $7.66 million (10%) over the current fiscal year’s original revenue estimate of $75,554,467. The projected revenue reflects an increase in both property tax and interest earnings. The property tax growth is mostly attributable to the assumption of library services from the County of Riverside. Those funds come through our general property tax allocation and then are transferred to the Library Services fund for distinct accounting. Both Sales tax and Transient Occupancy Tax (TOT) revenues are projected to plateau this year after several substantial increases following the pandemic.
928
City of Palm Desert
Adoption of FY 2024-25 Financial Plan and CIP

Page 3 of 6 ends

Expenditures
The proposed General Fund operating expenditure budget is $83,063,012 which represents an approximate increase of $7.71 million (10%) compared to the current fiscal year’s approved original budget of $75,353,985. The projected expenditures include increases in public safety costs, personnel services and benefits, and the cost of contracts due to an increase in the statewide minimum wage, fuel costs, and scarcity of competitive local vendors available.

Overall Budget and Other Funds
The City’s Financial Plan (Exhibits 1 [Estimated Revenues] and 2 [Appropriations]) includes many ‘governmental funds’ other than the General Fund. These other governmental funds include transportation, signalization, parks, drainage, fire facility fees, housing mitigation, art in public places, childcare facilities, grant funds, recycling, aquatic center, library services, enterprise funds (including Desert Willow and Parkview Office Complex), capital improvement funds, internal service funds, debt service, assessment districts, landscape and lighting districts and housing authority funds. The monies collected and expended from these funds are generally set aside for the purpose identified by the fund or are restricted to specific uses. The total budget for other funds is $141,834,225.
929
City of Palm Desert
Adoption of FY 2024-25 Financial Plan and CIP

Page 4 of 6 ends

Public Safety
One of the City’s largest expenditures is the estimated $46.9 million combined cost for public safety services. The portion of public safety cost charged to the General Fund is the largest expenditure from the fund and represents approximately 33% of overall General Fund expenditures.

The portion of Fire services paid from the Fire Fund is derived from structural fire tax credits from the County fire taxes assessed by the City, reimbursements from other Cove Community Cities for the City’s ladder truck, and emergency medical services cost recovery fees.

The following table illustrates the total public safety request and the funding sources.

Appropriations Limit Calculation
Article XIII B of the California Constitution limits local government appropriations annually. For FY 2024-25, Palm Desert’s calculated limit is $181,517,586. The appropriations requested within the FY 2024-25 Financial Plan, subject to the limit, are well below the maximum allowed expenditures.

Conclusion
This Financial Plan contemplates that the City will continue to contract for services in its efforts to be fiscally prudent and constrain ongoing costs. Staff will continue to look for areas where contracting would be a cost savings option or operationally more efficient as well as continue to reach out to our contract partners to see where costs can be minimized.

During the year, the City Manager may authorize intra- and inter-departmental adjustments as well as intra- and inter-fund adjustments, to meet City needs, adjust staffing, and be responsive to the timing of projects, provided such adjustments do not exceed the approved total budget including any approved appropriations throughout the year. Further, on an ongoing basis staff will be monitoring revenues and expenditures and will report any new information or needed modifications to the City Council throughout the year.

Staff recommends the approval of the City’s and Housing Authority’s FY 2024-25 Financial Plan and Capital Improvement Program as presented, as well as the use of reserves to cover any revenue shortfall. To the extent that General Fund reserves are needed at the end of the fiscal year to balance a shortfall, staff will provide the City Council with recommendations related to which reserve categories could be used at a future City Council meeting.

Public Safety Total Request General Fund Other Funds
Police Services $ 22,319,902 $ 22,284,902 $ 35,000
Community Safety $ 131,100 $ 131,100 $ -
Homelessness Services $ 469,000 $ 103,000 $ 366,000
Fire Services $ 23,999,138 $ 5,000,000 $ 18,999,138
Total Public Safety $ 46,919,140 $ 27,519,002 $ 19,400,138 *Includes grants and fire funds
Distribution
930
City of Palm Desert
Adoption of FY 2024-25 Financial Plan and CIP

Page 5 of 6 ends

FINANCIAL IMPACT
The FY 2024-25 Financial Plan, as presented, results in a revenue surplus of $159,865.

Although operationally, the current fiscal year is structurally balanced in order to facilitate many one-time capital improvements, equipment/software acquisition, and maintenance costs, a request to draw monies from General Fund Reserves, in the total amount of $16,824,960, is necessary to meet the City’s anticipated project schedule. Operational costs for (3) new public safety and public works staffing are also included for half of the year, but will be contingent on sales tax measure approval on November 5, 2024. A breakdown of the requested appropriation from Reserves is provided below:
2024-25 Request to Draw from Reserved General Fund Balance

1. Capital Transfer to Fund 400 (CIP) 12,300,000

2. PW Facility and Street Maint Costs 110 1,589,600

3. ERP System Implementation (Finance System) 110 1,594,580

4. Additional Public Safety Officers (3)* 110 650,000

5. Additional Public Works Crew for NPD Growth (3)* 110 180,000

6. Dev Svc -Planning Docs on 6/27 Agenda** 110 510,780
TOTAL REQUEST 16,824,960
*These requests (shown at ½ annual budget) will be contingent upon Sales Tax Measure approval on 11.5.24 **These requests are included in 2 separate staff reports from Development Services on 6.27.24 Agenda While the presented financial plan is structurally balanced, cost and revenue projections have revealed significant deficits in the near future. Long-term effects of continued deficits may include reductions in service levels and deferred maintenance of the City’s assets. To address this over the past year, staff began exploring potential alternative revenue sources, while also finding ways to curb expenditure growth wherever possible and recently recommended a sales tax measure as the most viable option for Council to consider ensuring the City maintains its proactive approach to managing its resources.

On June 13, City Council voted to include a 1 cent sales tax measure on the November 5, 2024 ballot. The 1 cent tax will provide an additional revenue stream to facilitate the needs of our growing community. With maintaining service levels for all public safety services throughout Palm Desert at the forefront of this decision, it is essential to preserve financial stability and allows us to deliberately manage priorities, while safeguarding the expected quality of life for our residents and visitors alike. To ensure funds are allocated to the priorities identified by the community during outreach efforts, a five-year spending plan has been developed and will be guiding future budget requests for use of the funds, if approved by voters. 931
City of Palm Desert
Adoption of FY 2024-25 Financial Plan and CIP

Page 6 of 6 ends

ATTACHMENTS:

1. Resolution Approving FY 2024-25 Financial Plan and Capital Improvement Program

2. Resolution Establishing FY 2024-25 Appropriations Limit

3. Resolution Approving the FY 2024-25 Housing Authority Financial Plan

4. Resolution Approving FY 2024-25 Staff Allocation Plan and Salary Table

5. FY 2024-25 Out-of-State Travel Memo
932
RESOLUTION NO. 2024-_____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2024 THROUGH JUNE 30, 2025 AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2024-25
THROUGH 2028-29
WHEREAS, the City Council has received and considered the proposed Financial Plan and Capital Improvement Program submitted by the City Manager on June 27, 2024; and WHEREAS, following notice duly given, the City Council held a public hearing on the proposed Financial Plan.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

Section 1. The amounts shown on Exhibit A, "Estimated Revenues", are hereby accepted as the Estimated Revenues for FY 2024-25 for each fund and revenue source.

Section 2. The amounts shown on Exhibit B, "Appropriations", are hereby appropriated to the departments and activities indicated. The City Manager or designee will have the authority to adjust intra- and inter-departmental budgeted line items, as well as inter-fund transfers to facilitate approved projects, provided such adjustments do not exceed the total approved budget, including any additional approved appropriations. If the need arises during the fiscal year, requests for additional appropriations will require approval by the City Council.

Section 3. The amounts shown on Exhibit C, "Capital Improvement Funds Program Summary and Carryovers”, are hereby accepted as continuing appropriations t o FY2024-

25. The amounts included in this exhibit include all unexpended amounts including purchase orders and contracts encumbered on or before June 30, 2024.

Section 4. The City Manager or designee are hereby authorized, jointly and severally, to utilize General Fund reserves, to the extent needed, to cover any revenue shortfall between revenues and appropriations and to do all things which they deem necessary and proper in order to effectuate the purposes of this Resolution and the transactions contemplated hereby; and any such actions previously taken by such officers are hereby ratified, confirmed and approved.
.

Section 5. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

ADOPTED ON ________________, 2024.

ATTEST: KARINA QUINTANILLA
MAYOR
ANTHONY J. MEJIA

CITY CLERK
933
Resolution No. 2024-________ Page 2
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2024-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
934

EXHIBIT A
Actual Adjusted Budget Projected Proposed Budget
CATEGORY / FUND FY 2022-23 FY 2023-24 FY 2023-24 FY 2024-25 General Fund (110):

1. Sales tax 26,354,774 26,623,447 25,000,000 25,000,000

2. Transient occupancy tax includes Short Term Rentals * 23,825,410 21,005,000 21,748,160 22,905,000

3. Property tax Secured & Unsecured & SARDA Tax Increment 8,853,225 8,746,728 10,123,452 12,624,088

4. Franchises (Cable/Gas/Electric/Waste) 3,574,273 3,200,000 3,574,273 3,400,000

5. Timeshare mitigation fee 1,711,324 1,711,324 3,311,324 1,754,107

6. Business license tax 1,139,100 1,300,000 1,261,209 1,100,000

7. Transfers in (AIPP, Traffic Safety, Parkview, Housing, Cannabis) 2,478,731 1,852,700 1,200,000 1,167,700

8. Permits/Fess 5,034,172 3,471,768 4,887,061 3,223,600

9. State payments (VLF, Parking Bail, MV Iieu) 5,184,737 5,029,000 5,444,988 5,593,780

10. Interest & Rental 4,985,021 871,000 4,850,365 4,862,329

11. Reimbursements/Other revenues 2,260,219 1,743,500 2,045,486 1,592,275 Totals General Fund 85,400,986 75,554,467 83,446,318 83,222,879 Fire Tax Fund (230):

1. Structural Fire Tax 9,169,242 9,169,242 10,000,000 11,402,490

2. Prop. A. Fire Tax (Special Assessment) 2,138,587 2,400,000 2,106,394 2,474,050

3. Reimbursements (Indian Wells & Rancho Mirage share of Ladder Truck, EMS Charges & Others) 4,557,849 4,100,000 4,665,026 4,350,000

4. Interest Income 222,046 20,000 678,881 500,000

5. Transfers In fm General Fund 4,600,000 4,600,000 4,600,000 5,000,000

6. Fire Reserves - - - -
Totals Fire Tax Fund 20,687,723 20,289,242 22,050,301 23,726,540 TOTAL REVENUE- FIRE AND GENERAL FUND 106,088,709 95,843,709 105,496,619 106,949,419 * Includes gross TOT received from operators. TOT rebates are reported as expenditures.

CITY OF PALM DESERT
Fiscal Year 2024-25
Estimated Revenues
Estimated Revenues

Page 1 ends

935

EXHIBIT A
Actual Adjusted Budget Projected Proposed Budget
CATEGORY / FUND FY 2022-23 FY 2023-24 FY 2023-24 FY 2024-25

CITY OF PALM DESERT
Fiscal Year 2024-25
Estimated Revenues
Traffic Safety Fund (210):

1. Vehicle Fines 7,472 2,700 2,700 3,000

2. Interest - - - -
Total Traffic Safety Fund 7,472 2,700 2,700 3,000
Gas Tax Fund (211):

1. Gas Tax & Reimbursments 2,421,661 2,716,001 2,700,000 2,700,834

2. Interest 86,076 14,560 263,169 193,400
Total Gas Tax Fund 2,507,737 2,730,561 2,963,169 2,894,234 Measure A Fund (213):

1. Sales Tax 3,562,513 3,263,000 2,888,916 3,328,000

2. Reimbursements/Intergovernmental 97,960 1,713,000 125,000 0

3. Interest 738,083 100,000 1,191,169 875,600
Total Measure A Fund 4,398,556 5,076,000 4,205,085 4,203,600 Housing Mitigation Fund (214):

1. Development Fee 55,521 64,000 32,000 149,118

2. Other Revenue (Loan /Note Receivable) 30,000 - 1,000 -

2. Interest 126,076 8,000 179,973 132,300
Total Housing Mitigation Fund: 211,597 72,000 212,973 281,418 CDBG Block Grant Fund (220):

1. CDBG Block Grant 352,646 418,663 531,589 1,351,359

2. Reimbursements(Program Income) - - -

3. Interest - 100 100 -
Total CDBG Fund 352,646 418,763 531,689 1,351,359
PLHA Grant Fund (225)

1. Grants 266,263 250,000 - 960,889

2. Interest 5,135 15,699
Total Child Care Fund 271,398 250,000 15,699 960,889
Opioid Settlement Fund (226)

1. Settlement Funds 22,695 51,098

2. Interest/Other Reimbursements 2,488 4,976
Total Public Safety Grant Fund 2,488 - 27,672 51,098
Child Care Program (228)

1. Child Care Fee 71,412 90,000 54,200 207,779

2. Interest 23,792 4,000 38,831 28,500
Total Child Care Fund 95,204 94,000 93,031 236,279
Public Safety Grant Fund (229):

1. Federal Grants - - -

2. State Grants 382,311 200,000 186,159 165,000

3. Interest/Other Reimbursements 5,026 500 15,367 12,000 Total Public Safety Grant Fund 387,337 200,500 201,526 177,000 New Construction Tax Fund (231):

1. Development Fee 518,442 414,200 263,983 650,302

2. Interest/Other Reimbursement 52,485 3,732,907 86,738 63,700 Total New Construction Fund 570,927 4,147,107 350,721 714,002 Drainage Facility Fund (232):

1. Development Fee 132,022 70,000 13,910 70,000

2. Reimbursements - - -

3. Interest 27,189 2,500 45,673 33,500
Total Drainage Facility Fund 159,211 72,500 59,583 103,500 Estimated Revenues

Page 2 ends

936

EXHIBIT A
Actual Adjusted Budget Projected Proposed Budget
CATEGORY / FUND FY 2022-23 FY 2023-24 FY 2023-24 FY 2024-25

CITY OF PALM DESERT
Fiscal Year 2024-25
Estimated Revenues
Park & Recreation Fund (233):

1. Reimbursements/Fee 70,597 175,000 62,575 175,000

2. Interest / Other Reimbursement 59,795 3,000 96,390 70,800 Total Park & Recreation Fund 130,392 178,000 158,965 245,800 Signalization Fund (234):

1. Development Fee 70,931 20,000 40,790 20,000

2. Reimbursements - Federal Grant - - -

3. Interest 15,854 500 26,280 19,300
Total Signalization Fund 86,785 20,500 67,070 39,300
Fire Facilities Fund (235):

1. Development Fee 297,648 116,100 172,610 116,100

2. Interest 49,189 7,000 81,181 59,700
Total Fire Facilities Fund 346,837 123,100 253,791 175,800 Waste Recycling Fund (236):

1. Reimbursements 412,066 484,130 491,732 690,000

2.. Interest/Transer In 103,971 15,000 165,830 121,900
Total Waste Recycling Fund 516,037 499,130 657,562 811,900 Energy Independence Program (237):

1. Special Assessments 71,522 300,000 235,721 115,000

2. Reimbursements - - -

3. Interest 28,741 5,000 83,717 61,500
Total Energy Independence Program Fund 100,263 305,000 319,438 176,500 Air Quality Management Fund (238):

1. Air Quality Fee 84,901 73,400 51,055 65,000

2. Interest / Other Reimbursement 1,303 50 1,605 1,180
Total Air Quality Fund 86,204 73,450 52,660 66,180
Aquatic Center Fund (242):

1. Aquatic Fees 724,675 648,000 807,175 648,000

2. Transfer In (General Fund) 1,890,294 2,976,250 2,976,250 2,937,500

3. Interest 17,601 16,000 53,814 39,500
Total Aquatic Center 2,632,570 3,640,250 3,837,239 3,625,000 Cannabis Compliance Fund (243):

1. Cannabis Compliance Permit Fee - - -

2. Cannabis Taxes 2,017,146 1,210,000 935,000 957,853

3. Interest - - - -
Total Cannabis Compliance Fund 2,017,146 1,210,000 957,853 Library Services (252)

1. Transfers In - 1,321,527 2,400,000

2. Interest
Total Library Services Fund - - 1,321,527 2,400,000
Art in Public Places Fund (436):

1. Development Fee 571,716 493,065 394,251 328,275

2. Interest / Other Reimbursement 48,669 400 246,085 217,790 Total AIPP Fund 620,385 493,465 640,336 546,065
Golf Course Maint/Improv Fund (441):

1. Time Share Mitigation & Amenity Fees 2,587,864 2,587,865 3,580,275 2,587,865

2. Interest / Other Reimbursement 416,974 30,000 648,159 421,400 Total Golf Course Maint. Fund 3,004,838 2,617,865 4,228,433 3,009,265 Estimated Revenues

Page 3 ends

937

EXHIBIT A
Actual Adjusted Budget Projected Proposed Budget
CATEGORY / FUND FY 2022-23 FY 2023-24 FY 2023-24 FY 2024-25

CITY OF PALM DESERT
Fiscal Year 2024-25
Estimated Revenues
Compensation Benefits Fund (577):

1. Contribution - - -

2. Interest 76,735 10,000 120,127 98,300

3. Interfund Transfer In 101,289 250,000 250,000 515,000 Total Compensation Benefits Fund 178,024 260,000 370,127 613,300 Retiree Health Fund (576):

1. Contribution - - -

2. Interest 72,710 10,000 127,260 93,500

3. Interfund Transfer In 834,654 744,824 744,824 479,824 Total Retiree Health Fund 907,364 754,824 872,084 573,324 El Paseo Merchant Fund (271):

1. El Paseo Merchant Fee(Business License) & Interest 272,891 411,770 276,703 250,000 Total El Paseo Fund 272,891 411,770 276,703 250,000
Capital Improvement Fund (400):

1. State, Federal, CVAG Reimb.,Other Rev. 50,000 - 262,321 -

2. Interest 306,874 10,000 455,741 335,000

3. Interfund Transfer In 14,184,017 200,000 200,000 -
Total Capital Improvement Fund 14,540,891 210,000 918,062 335,000 CP Parks Fund (430):

1. Reimbursements - - -

2. Interest 351 100 537 400
Total Parks Fund 351 100 537 400
CP Drainage Fund (420):

1. Interest/ Reimbursements 66,253 20,000 100,252 73,700

2. Transfers In 3,200,000 3,200,000
Total Drainage Fund 66,253 3,220,000 3,300,252 73,700
CP Signal Fund (440):

1. Reimbursements - - -

2. Interest 3,721 300 5,931 4,300
Total Signal Fund 3,721 300 5,931 4,300
CP Library Fund (452):

1. General Fund Transfers In (County using former RDA pass through monies) - 4,036,600 - Total Library Fund - - 4,036,600 -
Building Maintenance Fund (450):

1. General Fund Transfer In 1,168,341 - -

2. Interest 89,036 5,000 138,970 102,150
Total Building Maintenance Fund 1,257,377 5,000 138,970 102,150 Economic Development Fund (425):

1. Interest, Rent, Transfers & Reimbursments 171,621 89,543 305,269 141,243 Total Economic Development Fund 171,621 89,543 305,269 141,243 Capital Bond Fund (451):

1. Interest, Rent, Reimbursements, & Transfers In 4,003,739 250,000 2,560,138 250,000 Total Capital Bond Fund 4,003,739 250,000 2,560,138 250,000 University Park 2024 Project Fund (470)

1.Contribution from Private Source 10,000,000

2. Interest
Total University Park Fund - - 10,000,000 -
Estimated Revenues

Page 4 ends

938

EXHIBIT A
Actual Adjusted Budget Projected Proposed Budget
CATEGORY / FUND FY 2022-23 FY 2023-24 FY 2023-24 FY 2024-25

CITY OF PALM DESERT
Fiscal Year 2024-25
Estimated Revenues
Debt Service Funds (Various 300's)

1. Transfer In/Taxes/Interest 3,257,811 3,315,542 3,315,542 3,387,188 Total Debt Service Funds 3,257,811 3,315,542 3,315,542 3,387,188 Parkview Office Complex Fund (510):

1. Rent/Leases of Buildings 1,473,376 1,250,000 1,210,451 1,250,000

2. Other Revenues - 15,000 -

3. Interest 231,833 48,000 578,280 48,000
Total Parkview Office Fund 1,705,209 1,313,000 1,788,731 1,298,000 Equipment Replacement Funds (530):

1. General & Fire Fund Transfer In 860,000 - 119,788 -

2. Interest 209,558 165,036 329,313 242,000

3. Reimbursements/Other Revenues 85,914 - -
Total Equip. Replacement Fund 1,155,472 165,036 449,101 242,000 Landscape & Lighting Districts (272-299):

1. Transfer In 141,408 110,000 110,000 145,599

2. Taxes 311,215 253,817 328,197 320,922

3. Interest 18,913 - 244,392 5,400
Total Landscape & Lighting 471,536 363,817 682,589 471,921 Business Improvement Districts (272-299):

1. Taxes 690,099 299,699 567,278 707,407

2. Interest/Transfers 135,120 7,000 170,719 125,500
Total Business Improvement 825,219 306,699 737,997 832,907 Desert Willow Golf Fund (520-521):

1. Golf Course 12,421,636 11,653,100 11,799,505 12,364,410 2 Resturant Revenue 4,875,792 4,542,220 4,587,978 4,780,039

3. Interest 213,517 154,140 125,000 231,060
Total Desert Willow Fund 17,510,945 16,349,460 16,512,483 17,375,509 Housing Fund (870):

1. Transfers In & Interest 415,990 504,922 551,299 497,102 Total Housing Fund 415,990 504,922 551,299 497,102
TOTAL ALL CITY FUNDS (Excl. Housing Authority & Housing Asset Funds) 171,339,153 145,588,613 172,519,898 156,427,505 Estimated Revenues

Page 5 ends

939
940
FY 2024-25 Proposed Budget
4110 City Council 350,401
4111 City Clerk 1,192,865
4112 Legislative Advocacy 40,845
4114 Elections 165,000
4120-21 Legal 671,110
4130 City Manager 2,077,045
4132 Special Programs -
4134 Capital Projects 1,593,632
4150-51 Finance and Audit 2,536,288
4154 Human Resources 1,117,478
4159 General Services 5,017,875
4190 Information Technology 3,498,426
4191 Unemployment Insurance 10,000
4192 Insurance 1,254,623
4199 Interfund Transfers 11,990,324
4210 Police Services 22,284,902
4211 Community Safety 131,100
4212 Homelessness Service 103,000
4230 Animal Regulation 410,000
4250 Traffic 1,484,949
4300 Public Works 1,827,840
4310 Streets 2,642,730
4312 ADA Improvements 50,000
4313 Parking Lot Improvements 200,000
4330 Corp Yard 256,200
4331 Fleet 412,500
4340 Building Maint 1,292,958
4344 Portola Community Ctr 219,750
4396 NPDES 350,000
4416 Community Promotions 557,720
4417 Marketing 2,206,326
4419 Visitor Services 12,930
4420 Building and Safety 1,321,441
4421 Permit Center 951,321
4422 Code Enforcement 946,494
4423 Engineering & Land Develop. 822,934
4430 Economic Development 1,776,934
4470 Community Development 2,313,252
4610 Parks and Recreation 2,214,500
4611 Park Maintenance 1,497,000
4614 Landscape Services 3,231,294
4618 Citywide Park Imps -
4674 Civic Center Park Imps 50,000
4800 Contributions 1,979,025
Grand Total 83,063,012
Department
City of Palm Desert
General Fund Appropriations
Fiscal Year 2024-25 EXHIBIT B
941
EXHIBIT 2 EXHIBIT B
FUND

NUMBER FUND NAME
FY 2024-2025
Appropriations
210 Traffic Safety 2,700
211 Gas Tax 3,660,000
213 Measure A 14,510,000
214 Housing Mitigation Fee 409,135
220 Community Development Block Grant 1,021,815
225 Permanent Local Housing Allocation Grant (PLHA) 460,000 226 Opioid Settlement Funds 101,000
228 Child Care Program -
229 Public Safety Police Grant 35,000
230 Prop. A Fire Tax 24,049,138
231 New Construction Tax -
232 Drainage Facility 263,138
233 Park and Recreation -
234 Traffic Signal -
235 Fire Facilities -
236 Recycling Fund 753,000
237 Energy Independence Program 192,145
238 Air Quality Management 89,830
242 Aquatic Center 3,601,500
243 Cannabis Compliance Fund 500,000
252 Library Services 2,601,077
400 Capital Improvement Fund 8,528,612
420 CIP - Drainage 275,000
425 Economic Development 744,592
430 CIP - Park and Recreation -
436 Art in Public Places 1,074,120
441 Golf Course Capital Management 3,075,000
450 Building Maintenance 3,075,000
451 SARDA CIP & Properties 12,650,000
452 Library CIP 3,287,000
870 Housing Set Aside Fund 497,102
85,455,904

CITY OF PALM DESERT
Appropriations
Fiscal Year 2024-2025
Special and Capital Projects Funds
942
Appropriations EXHIBIT 2

EXHIBIT B
FUND

NUMBER FUND NAME
FY 2024-2025
Appropriations
Fiscal Year 2024-2025

CITY OF PALM DESERT
301 Assessment Dist 83-1 -
303 Assessment Dist 84-1 -
304 Assessment Dist 87-1 188,669
306 Assessment Dist 92-1 121,231
307 Assessment Dist 91-4 Bighorn -
308 Assessment Dist 94-2 Sunterrace/Varner 101,978
309 Assessment Dist 94-3 Merano -
311 Assessment Dist 98-1 Canyons of Bighorn -
312 Assessment Dist 01-1 Silver Spur 176,359
314 Assessment Dist Highlands 120,665
315 Assessment Dist Section 29 1,435,900
351 Assessment Dist 91-1 Indian Ridge 1,173,458
353 Assessment Dist CFD University Park 965,850
354 Assessment Dist CFD University Park 2021 1,785,850
391 Palm Desert Finance Authority 162,559
6,232,519
271 El Paseo Merchants 275,000
272-299 Landscape & Lighting Zones 636,588
277, 282, 289 Business Improvement District 574,443
1,486,031
510 Parkview Office Complex 7,775,800
520 Desert Willow Golf Course 12,678,707
521 PD Recreational Facilities Corporation 5,034,020
530 Equipment Replacement 3,656,783
576 Retiree Health 1,468,064
577 Compensation Benefits 250,000
30,863,374
Total Funds Excluding General & Housing 124,037,828
General Fund Total 83,063,012
Housing Funds Total 17,796,397
Total General & Housing Funds 100,859,409
Total Expenditures 224,897,237
Special Assessment Funds
Enterprise and Internal Service Funds
Debt Services Funds
943
944
Type Project Name Funding Source Fund No. Fund Type Account No. 2023-24 Est.

Budget
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29
Year 5 Total
Annual AD Annual R/M 84-1 Fund 303 Debt Service Funds 3034311-4332000 - - - 24,511 - - - 24,511 Annual AD Annual R/M 87-1 Fund 304 Debt Service Funds 3044311-4332000 188,669 188,669 - - - - - 188,669 Annual AD Annual R/M 92-1 Fund 306 Debt Service Funds 3064311-4332000 121,231 121,231 - - - - - 121,231 Annual AD Annual R/M 94-1 Fund 307 Debt Service Funds 3074311-4332000 - - - 324,833 - - - 324,833 Annual AD Annual R/M 94-2 Fund 308 Debt Service Funds 3084311-4332000 101,978 101,978 - - - - - 101,978 Annual AD Annual R/M 91-1 Fund 351 Debt Service Funds 3514311-4332000 1,173,458 1,173,458 - - - - - 1,173,458 Annual Bridge Inspection & Repair Program Measure A 213 Special Revenue Funds 2134359-4400100 442,140 442,141 700,000 2,000,000 300,000 300,000 300,000 4,042,141 Cont. City Hall ADA & Parking Lot Improvements Capital Improvement Fund 400 Capital Project Funds 4004161-5000914 - - - - - - - - Annual Citywide Pavement Condition Evaluation Gas Tax 211 Special Revenue Funds 2114311-4391505 100,000 100,000 250,000 110,000 110,000 110,000 110,000 790,000 New CV Link Enhancements & Slurry Seal New Construction Tax 231 Special Revenue Funds 2134311-4332000 530,000 446,048 - - - - - 446,048 Cont. CV Link Hovley Connector New Construction Tax 231 Special Revenue Funds 2314670-5000202 - - - - 3,500,000 - - 3,500,000 Cont. Desert Willow Parking Lot Landscape Project Golf Capital 441 Enterprise Funds 4414195-4809200 75,952 - - - - - 75,952 Cont. Fire Station 102 Fire Fund 230 Special Revenue Funds 2304220-4400100 3,400,000 3,332,600 - - - - - 3,332,600 Cont. Fire Station 102 Fire Facilities 235 Special Revenue Funds 2354270-4400100 650,000 663,629 - - - - - 663,629 Cont. Fire Station 102 PA2 Capital Bond Fund 451 Capital Project Funds 4514270-4400100 3,000,000 - - - - - - - Cont. Fire Station 102 PA4 Capital Bond Fund 451 Capital Project Funds 4514270-4400100 15,000,000 - 12,000,000 8,000,000 - - - 20,000,000 New Fire Station 33 Remodel Fire Fund 230 Special Revenue Funds 2304220-4400100 - 500,000 6,000,000 - - - 6,500,000 New Fire Station 71 Rebuild Fire Fund 230 Special Revenue Funds 2304220-4400100 - 450,000 6,500,000 - - - 6,950,000 Cont. Haystack Channel Rehab Drainage Facility 420 Capital Project Funds 4204370-5000454 3,195,111 3,294,486 - - - - - 3,294,486 Cont. Haystack Road Traffic Calming Improve Measure A 213 Special Revenue Funds 2134565-5000909 1,404,000 1,389,754 - - - - - 1,389,754 Cont. Haystack/Highway 74 & Monterey/Fred Waring Mod. Measure A 213 Special Revenue Funds 2134250-5000904 14,863 - - - - - 14,863 Cont. HSIP Crosswalks Measure A 213 Special Revenue Funds 2134317-5000908 224,455 216,259 - - - - - 216,259 Cont. HSIP Signal Backplates Measure A 213 Special Revenue Funds 2134317-5000908 1,632,035 1,601,996 - - - - - 1,601,996 Cont. Lupine Plaza Capital Improvement Fund 451 Capital Project Funds 4004430-5000912 600,000 600,000 New Mountain View Retention Basin General 110 General Fund 1104159-4219100 1,640,359 - - - - - 1,640,359 New New Library Facility Library Capital Projects 452 Capital Project Funds 4524136-4400100 69,015 3,200,000 - - - - 3,269,015 New New Library Facility Capital Bond Fund 451 Capital Project Funds 4514136-4400100 - - - 16,000,000 - - - 16,000,000 Cont. PD Link Measure A 213 Special Revenue Funds 2134670-5000202 4,087,263 1,300,000 250,000 250,000 250,000 2,050,000 Cont. PDHA Replacement Expenditures Housing Authority 871 Special Revenue Funds 8714195-4331100 2,451,140 1,914,841 4,500,000 - - - - 6,414,841 Cont. Sec 29 & Gerald Ford Improv on Det Basins & Storm Drain BAD No. 1 289 Special Revenue Funds 2894374-5000455 5,200,000 - - - - - - - Cont. Sec 29 & Gerald Ford Improv on Det Basins & Storm Drain Capital Bond Fund 451 Capital Project Funds 4514374-5000455 - - - - - - - Cont. Sec 29 & Gerald Ford Improv on Det Basins & Storm Drain Drainage 232 Special Revenue Funds 2324370-5000455 448,036 2,559 - - - - - 2,559 New Stormwater and Drainage Infrastructure Assessment Measure A 213 Special Revenue Funds 2134370-4400100 - 3,360,000 2,680,000 2,680,000 2,745,000 2,745,000 14,210,000 Annual Street Resurfacing Program Gas Tax 211 Special Revenue Funds 2114311-4332000 4,268,183 4,252,793 2,000,000 1,500,000 1,500,000 1,500,000 1,500,000 12,252,793 Annual Street Resurfacing Program Gas Tax 211 Special Revenue Funds 2114311-4391505 894,814 - 1,300,000 - - - - 1,300,000 Annual Street Resurfacing Program Measure A 213 Special Revenue Funds 2134311-4332000 2,626,742 598,856 2,000,000 6,500,000 3,500,000 2,500,000 2,500,000 17,598,856 New Vitalia Way &Gerald Ford Drive Traffic Signal improv Measure A 213 Special Revenue Funds 2134385-5000911 721,651 625,167 - - - - - 625,167 Annual Walk n Roll PD Measure A 213 Special Revenue Funds 2134633-5000103 2,150,000 1,921,720 2,500,000 - - - - 4,421,720 TOTALS 51,295,320 24,788,374 34,060,000 49,889,344 11,840,000 7,405,000 7,155,000 135,137,718 CIP Funding Sources
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29
Year 5
General Fund 1,640,359 - - - - -
Special Revenue Funds 17,523,226 18,860,000 25,540,000 11,840,000 7,405,000 7,155,000 Capital Project Funds 3,963,501 15,200,000 24,000,000 - - - Debt Service Funds 1,585,336 - 349,344 - - -
Internal Service Funds - - - - - -
Enterprise Funds 75,952 - - - - -
Unfunded - - - - - -
Totals 24,788,374 34,060,000 49,889,344 11,840,000 7,405,000 7,155,000 City of Palm Desert
Capital Improvement Funds Program
FY 2024-25 Summary
CIP Projects
6/18/2024
11:58 AM

EXHIBIT C
945
Type Project Name Funding Source Fund No. Fund Type Account No. 2023-24 Est.

Budget
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29
Year 5 Total
Annual ADA Curb Ramp Modifications General 110 General Fund 1104312-4332000 25,000 - 50,000 50,000 50,000 50,000 50,000 250,000 Annual ADA Curb Ramp Modifications Measure A 213 Special Revenue Funds 2134312-4400100 50,000 - 100,000 100,000 100,000 100,000 100,000 500,000 Deferred Artists Center at Galen Improv Building Maint 450 Capital Project Funds 4504164-4388500 - - 150,000 75,000 75,000 - - 300,000 Annual Bike Lane Striping Measure A 213 Special Revenue Funds 2134633-5000204 - - 150,000 150,000 150,000 150,000 - 600,000 Deferred Cahuilla Hills Park Improvements CDBG 220 Special Revenue Funds 2204649-4400100 - 329,544 - - - - - 329,544 Deferred Cahuilla Hills Park Improvements Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 - - 1,800,000 - - - - 1,800,000 Annual Catch Basin & Inlet Modifications Gas Tax 211 Special Revenue Funds 2114311-4332000 105,000 - 110,000 110,000 110,000 100,000 100,000 530,000 Cont. Catch Basin & Inlet Modifications Drainage Facility 420 Capital Project Funds 4204314-4332000 - 18,535 275,000 275,000 275,000 275,000 275,000 1,393,535 Cont. City Hall Roof Improvements Building Maint 450 Capital Project Funds 4504161-4400100 250,000 150,000 150,000 150,000 - - - 450,000 Annual Citywide Street Striping &Lane Improv Measure A 213 Special Revenue Funds 2134315-4332000 300,000 - 300,000 300,000 300,000 300,000 - 1,200,000 Cont. Citywide Wayfinding Signage Measure A 213 Special Revenue Funds 2134300-5000910 250,000 - 250,000 250,000 - - - 500,000 Deferred Civic Center Complex Improvements Building Maint 450 Capital Project Funds 4504161-4400100 350,000 - 675,000 250,000 250,000 250,000 - 1,425,000 Deferred Civic Center Park Improvements Cap Improvement Fund 400 Capital Project Funds 4004674-4400100 600,000 1,050,000 450,000 250,000 250,000 250,000 2,850,000 Deferred Community Gardens Box Renovation Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 - - 250,000 250,000 250,000 100,000 100,000 950,000 Deferred Corporation Yard Building Improv Cap Improvement Fund 400 Capital Project Funds 4004330-4400100 350,000 - 650,000 100,000 75,000 75,000 75,000 975,000 Cont. Desert Recreation District Building Improv Capital Bond Fund 451 Capital Project Funds 4514164-4400100 3,188,213 3,770,946 - - - - - 3,770,946 Cont. El Paseo Mid-Block Crossing Measure A 213 Special Revenue Funds 2134311-4332000 750,000 750,000 1,000,000 - - - - 1,750,000 Cont. El Paseo Mid-Block Crossing Capital Bond Fund 451 Capital Project Funds 4514679-5000102 500,000 250,000 - - - - - 250,000 Deferred El Paseo Parkway Improvements Cap Improvement Fund 400 Capital Project Funds 2134310-4400100 - 500,000 150,000 150,000 150,000 150,000 1,100,000 Cont. Facilities Maint Master Plan Building Maint 450 Capital Project Funds 4504164-4309000 - 100,000 100,000 100,000 100,000 100,000 100,000 600,000 Cont. Fire Cliff - Golf Course Improve Golf Capital 441 Capital Project Funds 4414195-4809200 - - - - 50,000 50,000 50,000 150,000 Deferred Fire Station 33 Building Improv Fire Fund 230 Special Revenue Funds 2304220-4400100 165,000 - 150,000 150,000 150,000 150,000 150,000 750,000 Deferred Fire Station 67 Building Improv Fire Fund 230 Special Revenue Funds 2304220-4400100 465,000 450,000 275,000 75,000 75,000 75,000 75,000 1,025,000 Deferred Fire Station 71 Building Improv Fire Fund 230 Special Revenue Funds 2304220-4400100 130,000 - 100,000 150,000 150,000 150,000 150,000 700,000 Deferred Fire Station 71 Tenant Improve Fire Fund 230 Special Revenue Funds 2304220-4400100 300,000 - 300,000 300,000 300,000 300,000 300,000 1,500,000 Deferred Henderson Building improv Building Maint 450 Capital Project Funds 4504164-4400100 - - 150,000 150,000 150,000 150,000 150,000 750,000 Deferred Historical Society Building Improv Building Maint 450 Capital Project Funds 4504164-4400100 28,247 - 150,000 100,000 100,000 100,000 100,000 550,000 Cont. Homme Adams Park New Prefabricated Restroom Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 150,000 150,000 750,000 - - - - 900,000 Annual Housing Mitigation Housing Mitigation 214 Special Revenue Funds 2144490-4390101 250,000 - 250,000 250,000 250,000 250,000 - 1,000,000 Deferred Hovley Soccer Park Improvements Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 450,000 250,000 150,000 800,000 - - - 1,200,000 Deferred Magnesia Falls Park Improvements Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 - 200,000 - - - - 200,000 Cont. Market Place Dr & Cook Traffic Signal improv. Measure A 213 Special Revenue Funds 2134385-5000911 235,075 1,029,482 - - - - - 1,029,482 Cont. Market Place Dr & Cook Traffic Signal improv. Traffic Signal 234 Special Revenue Funds 2344250-4400100 460,075 460,075 - - - - - 460,075 Deferred Median Landscape Rehabilitation General 110 General Fund 1104614-4337001 150,000 - 750,000 750,000 750,000 750,000 750,000 3,750,000 New Mid-Valley Channel Improvements Cap Improvement Fund 400 Capital Project Funds 4004370-5000456 - 150,000 150,000 150,000 - - 450,000 Annual Motorcycle Replacement Police Grants 229 Special Revenue Funds 2294210-4391400 34,000 - 35,000 36,000 - - - 71,000 Cont. Mountain View - Golf Course Improve Golf Capital 441 Capital Project Funds 4414195-4809200 - - - - 250,000 3,500,000 - 3,750,000 Annual Neighborhood Traffic Calming Program Measure A 213 Special Revenue Funds 2134565-5000903 150,000 - 200,000 200,000 200,000 200,000 - 800,000 Cont. North Sphere Community Park - Future Improv Capital Bond Fund 451 Capital Project Funds 4514618-5000913 - 150,000 - - - - 150,000 Cont. North Sphere Community Park - Future Improv Unfunded N/A Unfunded N/A - 5,000,000 10,000,000 - - - 15,000,000 New North Sphere Regional Park - Future Improv Unfunded N/A Unfunded N/A - - - 15,000,000 15,000,000 - - 30,000,000 Cont. Office Space Improv- Phase 1 Building Maint 450 Capital Project Funds 4504164-4400100 - 132,487 - - - - - 132,487 New Office Space Improv- Phase 2 Building Maint 450 Capital Project Funds 4504164-4400100 - 350,000 - - - - 350,000 New Office Space Improv- Phase 3 Building Maint 450 Capital Project Funds 4504164-4400100 - 750,000 - - - - 750,000 Deferred Palm Desert Aquatic Center Aquatic Fund 242 Special Revenue Funds 2424549-4400100 553,840 150,000 350,000 - 250,000 250,000 - 1,000,000 Cont. Palma Village Park Improve CDBG 220 Special Revenue Funds 2204649-4400100 186,650 10,650 - - - - - 10,650 Deferred Palma Village Park Improve Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 220,000 220,000 250,000 150,000 - - - 620,000 Deferred Park Playground Improvements Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 75,000 - 125,000 1,500,000 1,500,000 75,000 75,000 3,275,000 Deferred Parking Lot Rehab & Maint General 110 General Fund 1104313-4332000 200,000 168,000 200,000 500,000 500,000 500,000 500,000 2,368,000 Annual Parks & Medians Cal Sense/Smart Controller Irrigation Cap Improvement Fund 400 Capital Project Funds 4004388-4400100 50,000 - 75,000 75,000 - - - 150,000 Cont. Parkview Office Complex - Facility Improve OC Enterprise Funds 510 Enterprise Funds 5104361-4400100 2,346,224 2,000,000 850,000 250,000 250,000 1,500,000 1,500,000 6,350,000 Annual Pickleball, Tennis, & Basketball Court Resurfacing Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 45,000 - 100,000 100,000 100,000 100,000 100,000 500,000 Annual Pickleball, Tennis, & Basketball Court Resurfacing General 110 General Fund 1104674-4400100 30,000 - 50,000 50,000 50,000 50,000 50,000 250,000 Deferred Portola Community Center Renovations Cap Improvement Fund 400 Capital Project Funds 4004439-4391503 - - 50,000 - - - - 50,000 Deferred Portola Community Center Renovations Building Maint 450 Capital Project Funds 4504439-4400100 100,000 100,000 500,000 - - - - 600,000 Cont. President's Plaza East & West Parking Lot Rehab Cap Improvement Fund 400 Capital Project Funds 4004692-4400100 150,423 150,423 78,612 80,971 83,400 - - 393,406 Annual Public Buildings Furnishings Building Maint 450 Capital Project Funds 4504161-4400100 75,000 - 100,000 100,000 100,000 100,000 - 400,000 Cont. Safe Routes to Schools Plan Measure A 213 Special Revenue Funds 2134300-5000910 948,920 675,000 - - - - - 675,000 Deferred Sidewalk Replacement Program General 110 General Fund 1104310-4332000 - - 150,000 150,000 150,000 150,000 150,000 750,000 Deferred Sidewalk Replacement Program Measure A 213 Special Revenue Funds 2134310-5000205 275,000 - 100,000 100,000 100,000 100,000 100,000 500,000 Public Works & Facilities Projects
6/18/2024
11:57 AM
City of Palm Desert
Capital Improvement Funds Program
FY 2024-25 Summary

EXHIBIT C
946
Type Project Name Funding Source Fund No. Fund Type Account No. 2023-24 Est.

Budget
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29
Year 5 Total
Deferred State Building Improvements OC Enterprise Funds 510 Enterprise Funds 5104361-4400100 - 4,850,000 - - - - 4,850,000 Cont. Technology Drive Extension to Gerald Ford Drive General 110 General Fund 1104311-4332000 300,000 300,000 - - - - - 300,000 Deferred Traffic Management System Replacement Cap Improvement Fund 400 Capital Project Funds 4004250-4400100 - 1,500,000 - - - - 1,500,000 Annual Traffic Operations & Capacity Improv Measure A 213 Special Revenue Funds 2134250-5000907 750,000 - 750,000 750,000 750,000 750,000 750,000 3,750,000 Deferred Traffic Signal Hardware Upgrades Measure A 213 Special Revenue Funds 2134250-5000906 - - 800,000 300,000 300,000 300,000 300,000 2,000,000 Deferred Traffic Signal Hardware Upgrades (IISNS Signs) Measure A 213 Special Revenue Funds 2134250-5000906 - - 500,000 500,000 500,000 500,000 500,000 2,500,000 Deferred University Park Improvements Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 200,000 - 250,000 150,000 150,000 - - 550,000 Deferred Washington Park Improvements Cap Improvement Fund 400 Capital Project Funds 4004618-4400100 - 100,000 800,000 - - - 900,000 Annual Vehicle Leases Maintenance General 110 General Fund 1104331-4334000 40,000 - 45,000 - - - 45,000 Cont. Ambulance Purchase/Remounts Equipment Replacement 530 Internal Service Funds 5304220-4403000 208,000 200,000 350,000 350,000 - - - 900,000 New Backhoe Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 150,000 - - - - 150,000 New Bucket Truck Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 350,000 - - - - 350,000 New City Hall Charging Stations Equipment Replacement 530 Internal Service Funds 5304310-4404500 75,000 - 450,000 250,000 - - - 700,000 Annual Desktop-Laptops Equipment Replacement 530 Internal Service Funds 5304190-4404000 318,562 - 286,783 325,655 460,072 340,183 - 1,412,693 New EV Carpools Equipment Replacement 530 Internal Service Funds 5304310-4403000 150,000 - 250,000 250,000 - - - 500,000 New Forklift Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 50,000 - - - - 50,000 Cont. Graffiti Truck Equipment Replacement 530 Internal Service Funds 5304310-4403000 110,000 110,000 - - - - - 110,000 New Message Boards Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 75,000 - - - - 75,000 New New Golf Cart Landscape Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 25,000 - - - - 25,000 New Portable Generator Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 200,000 - - - - 200,000 New Pressure Washers Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 75,000 - - - - 75,000 New Skip Loader Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 125,000 - - - - 125,000 Cont. Stryker Gurneys Equipment Replacement 530 Internal Service Funds 5304220-4403000 - - 125,000 - - - - 125,000 New Track Loader Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 125,000 - - - - 125,000 New Trash Pump Equipment Replacement 530 Internal Service Funds 5304310-4403000 - 50,000 - - - - 50,000 New Vector Truck Equipment Replacement 530 Internal Service Funds 5304310-4403000 - - 750,000 - - - 750,000 Annual Vehicle Leases Equipment Replacement 530 Internal Service Funds 5304331-4344000 96,000 - 100,000 - - - - 100,000 TOTALS 358,208,795 12,525,142 31,980,395 38,352,626 24,953,472 12,290,183 6,950,000 127,051,818 Public Works & Facilities
Funding Sources
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29
Year 5
General Fund 468,000 1,245,000 1,500,000 1,500,000 1,500,000 1,500,000 Special Revenue Funds 3,854,751 5,720,000 3,721,000 3,685,000 3,675,000 2,525,000 Capital Project Funds 5,892,391 11,528,612 5,955,971 4,058,400 5,275,000 1,425,000 Debt Service Funds - - - - - -
Internal Service Funds 310,000 2,786,783 1,925,655 460,072 340,183 - Unfunded - 5,000,000 25,000,000 15,000,000 - -
Totals 12,525,142 31,980,395 38,352,626 24,953,472 12,290,183 6,950,000 Public Works & Facilities Projects
6/18/2024
11:57 AM
City of Palm Desert
Capital Improvement Funds Program
FY 2024-25 Summary

EXHIBIT C
947
Type Project Name Funding Source Fund No. Fund Type Account No. 2023-24 Est.

Budget
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29 Year
5 Total
New Artwork for Phase 2 of the PD Link Project AIPP 436 Capital Project Funds 4364650-4400100 50,000 50,000 50,000 50,000 - - - 150,000 New
Artwork for Phase 2 of the San Pablo Corridor
Project AIPP 436 Capital Project Funds 4364650-4400100 200,000 - 300,000 - - - - 300,000 New Coachella Festival Artwork/Lease Installation AIPP 436 Capital Project Funds 4364650-4400100 - 250,000 - - - - 250,000 Annual Homebuyer Subsidies - BEGIN Program Housing Mitigation 214 Special Revenue Funds 2144494-4390102 154,500 - 159,135 159,135 159,135 159,135 - 636,540 Cont.

Economic Development Business
Enhancements Economic Development 425 Capital Project Funds 4254430-4387500 650,000 650,000 - - - - - 650,000 Annual
Eisenhower Health Child Care Center
Contribution Cap Improvement Fund 400 Capital Project Funds 4004800-4388300 500,000 - 1,000,000 1,000,000 - - - 2,000,000 Annual iHUB Rent & Operating Cost General 110 General Fund 1104199-4501000 - - 31,000 387,000 324,000 324,000 - 1,066,000 Annual iHUB Rent Cost Economic Development 425 Capital Project Funds 4254430-4345000 207,484 - 213,709 220,121 226,725 233,527 - 894,082 Annual iHUB Operating Cost Economic Development 425 Capital Project Funds 4254430-4395000 260,468 - 268,283 276,332 284,622 293,161 - 1,122,398 TOTALS 358,208,795 700,000 2,272,127 2,092,588 994,482 1,009,823 - 7,069,020 Art, Development
Services, Economic
Development Funding
Sources
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29 Year
5 General Fund - 31,000 387,000 324,000 324,000 -
Special Revenue Funds - 159,135 159,135 159,135 159,135 - Capital Project Funds 700,000 2,081,992 1,546,453 511,347 526,688 - Debt Service Funds - - - - - -
Internal Service Funds - - - - - -
Enterprise Funds - - - - - -
Unfunded - - - - - -
Totals 700,000 2,272,127 2,092,588 994,482 1,009,823 -
Type Project Name Funding Source Fund No. Fund Type Account No. 2023-24 Est.

Budget
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29 Year
5 Total
Annual Clubhouse Equipment Various Golf Capital 441 Capital Project Funds 4414195-4809200 75,000 - - 135,000 - - - 135,000 Cont. Clubhouse Equipment Various Desert Willow 520 Enterprise Funds 5204195-4809200 222,500 - 155,250 117,937 94,104 111,191 - 478,482 Annual Clubhouse Improve-Roofing &Others Golf Capital 441 Capital Project Funds 4414195-4809200 192,000 - 105,000 55,000 120,000 150,000 - 430,000 Cont. Course & Ground Leases - Principal Only Desert Willow 520 Enterprise Funds 5200000-2341001 396,691 - 406,722 417,008 427,553 144,907 - 1,396,190 Cont. Golf Cart Leases - Principal Only Desert Willow 520 Enterprise Funds 5200000-2341001 470,392 - 482,287 494,483 251,911 - - 1,228,681 Annual Golf Cart Paths Golf Capital 441 Capital Project Funds 4414195-4809200 50,000 - 10,000 20,600 71,218 21,854 - 123,672 Annual Golf Course Pump & Motor Upgrades Golf Capital 441 Capital Project Funds 4414195-4809200 33,000 - - 300,000 40,000 - - 340,000 Cont. DW Perimeter Landscape & Lighting Rehabilitation Golf Capital 441 Capital Project Funds 4414195-4809200 1,200,000 500,000 800,000 250,000 250,000 - - 1,800,000 New Desert Willow Re-Roofing Golf Capital 441 Capital Project Funds 4414195-4809200 - - 1,900,000 - - - - 1,900,000 Annual Perimeter Landscaping Golf Capital 441 Capital Project Funds 4414195-4332000 260,000 - 260,000 260,000 260,000 260,000 260,000 1,300,000 TOTALS 358,208,795 500,000 4,119,259 2,050,028 1,514,786 687,952 260,000 9,132,025 Golf Funding Sources
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29 Year
5 General Fund - - - - - -
Special Revenue Funds - - - - - -
Capital Project Funds 500,000 3,075,000 1,020,600 741,218 431,854 260,000 Debt Service Funds - - - - - -
Internal Service Funds - - - - - -
Enterprise Funds - 1,044,259 1,029,428 773,568 256,098 - Unfunded - - - - - -
Totals 500,000 4,119,259 2,050,028 1,514,786 687,952 260,000 Golf
Art, Development Services & Economic Development Projects 6/18/2024
11:53 AM
City of Palm Desert
Capital Improvement Funds Program
FY 2024-25 Summary

EXHIBIT C
948
Summary of Funding
Sources
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29 Year
5 Total
General Fund 2,108,359 1,276,000 1,887,000 1,824,000 1,824,000 1,500,000 10,419,359 Special Revenue Funds 21,377,977 24,739,135 29,420,135 15,684,135 11,239,135 9,680,000 112,140,517 Capital Project Funds 11,055,892 31,885,604 32,523,024 5,310,965 6,233,542 1,685,000 88,694,027 Debt Service Funds 1,585,336 - 349,344 - - - 1,934,680
Internal Service Funds 310,000 2,786,783 1,925,655 460,072 340,183 - 5,822,693 Enterprise Funds 2,075,952 6,744,259 1,279,428 1,023,568 1,756,098 1,500,000 14,379,305 Unfunded - 5,000,000 25,000,000 15,000,000 - - 45,000,000 Totals 38,513,516 72,431,781 92,384,586 39,302,740 21,392,958 14,365,000 278,390,581 Program Type
2023-24
Carryover
Requested
2024-25
Year 1
2025-26
Year 2
2026-27
Year 3
2027-28
Year 4
2028-29 Year
5 Total
Annual Programs 8,900,846 13,498,910 15,869,187 9,515,772 8,341,860 5,820,000 61,946,575 Deferred Maint.Catch-Up 2,267,544 17,025,000 7,900,000 6,175,000 4,375,000 3,875,000 41,617,544 1-Time Cont Program/Project
24,514,537 28,722,871 20,985,399 5,781,968 5,931,098 1,925,000 87,860,873 1-Time New Program/Project 2,830,589 13,185,000 47,630,000 17,830,000 2,745,000 2,745,000 86,965,589 Total
38,513,516 72,431,781 92,384,586 39,302,740 21,392,958 14,365,000 278,390,581 Summary of Projects
*NOTE: Appropriations & encumbrances for carryover from Fiscal Year 2023-24 to 2024-25 are estimated. Amounts are subject to change due to projects approved by Council prior to June 30, 2024.

Carryover appropriations are amounts which have been appropriated in FY 2023-24 & are not expected to be expended by June 30, 2024. These funds are primarily for capital budgets & 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 & encumbrances for carryover will be determined at the end of the fiscal year during the preparation of financial statements. Carryover amounts will include: 1) Purchase Orders & 2) Unencumbered balances as of June 30, 2024 for appropriations approved by the City Council through the last meeting in June, 2024. 6/18/2024
11:53 AM
City of Palm Desert
Capital Improvement Funds Program
FY 2024-25 Summary

EXHIBIT C
949
950
RESOLUTION NO. 2024 -

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,

CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2024-25
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 FY 2024-25 has been performed by the Finance Department based on available information and is on file with the Finance Department and available for public review; and WHEREAS, Finance staff will recalculate the Appropriations Limit for respective fiscal periods including FY 2024-25, 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 $181,517,586 for FY 2024-25.

ADOPTED ON ________________, 2024.

ATTEST: KARINA QUINTANILLA
MAYOR
ANTHONY J. MEJIA

CITY CLERK
951
Resolution No. 2024-________ Page 2

I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2024-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
952

CITY OF PALM DESERT
FISCAL YEAR 2024-25

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.

On 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.

AMOUNT SOURCE
A. 2023-24 APPROPRIATION LIMIT 173,801,207 PRIOR YEAR'S CALCULATION

B. ADJUSTMENT FACTORS

1. POPULATION %
POPULATION % CHANGE (0.0002) STATE DEPT OF FINANCE
POPULATION CONVERTED TO RATIO (-0.02+100)/100 0.999998 CALCULATED

2. INFLATION %
USING % CHANGES IN CALIF PER CAPITA PERSONAL INCOME
PER CAPITA % CHANGE 4.44 STATE DEPT OF FINANCE
PER CAPITA CONVERTED TO RATIO (7.55+100)/100 1.0444 CALCULATED

3. CALCULATION OF FACTOR FOR FY 2024-25 1.0444 B1*B2
C. 2024-25 APPROPRIATIONS LIMIT BEFORE ADJUSTMENTS 181,517,586 B3*A D. OTHER ADJUSTMENTS 0 CALCULATED
E. 2024-25 APPROPRIATIONS LIMIT 181,517,586 C+D
F. APPROPRIATIONS SUBJECT TO LIMIT 72,369,196 CALCULATED G. OVER/(UNDER) LIMIT (109,148,390) F-E
953
954

RESOLUTION HA -

A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF

PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING
AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2024 THROUGH JUNE 30, 2025
WHEREAS, the Housing Authority has received and considered the proposed Financial Plan submitted by the Executive Director on June 27, 2024; and WHEREAS, after notice duly given, the Housing Authority held a public hearing on the proposed Financial Plan.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows
Section 1. The amounts shown on Exhibit A, Section 1, "Estimated Revenues", are hereby accepted as the Estimated Revenues for FY 2024-25 for each fund and revenue source.

Section 2. The amounts shown on Exhibit A, Section 2, "Appropriations", are hereby appropriated to the departments and activities indicated. The City Manager or designee will have the authority to adjust intra- and inter-departmental budgeted line items, as well as inter-fund transfers to facilitate approved projects, provided such adjustments do not exceed the total approved budget, including any additional approved appropriations. If the need arises during the fiscal year, requests for additional appropriations will require approval by the City Council.

Section 3. The amounts shown on Exhibit A, Section 3, "Continuing Appropriations, Existing Capital Projects," are hereby accepted as continuing appropriations to FY 2024-25. The amounts included in this exhibit include all unexpended amounts from purchase orders and contracts encumbered by June 30, 2024.

ADOPTED ON ________________, 2024.

KARINA QUINTANILLA
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
955
Resolution HA-____ Page 2
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution HA-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
956
RESOLUTION NO. HA-_____ Exhibit A
Section 1
Budget
Estimated Revenues FY 2024-25
Housing Authority Fund (871):

Rent Apartments 9,663,031
Reimbursement/Transfers/Interest 70,600
Total Housing Authority Fund 9,733,631
Housing Asset Fund (873):

Reimbursement/Transfers/Interest 280,600
Total Housing Asset Fund 280,600
Total Revenue - Housing Authority Funds 10,014,231
Section 2
Budget
Appropriations FY 2024-25
Housing Authority Operations FD 871 561,150
Housing Authority Apartments FD 871 8,392,099
Replacement Reserve Expense FD 871 4,500,000
Transfer Out to Housing Administration Fund 870 FD 871 497,102 Housing Asset Fund FD 873 168,650
Total Housing Authority Appropriations * 14,119,001
Section 3
Budget
Capital Improvements & Continuing Appropriations FY 2024-25 Capital Improvement Budget FD 873 3,675,000
Continuing Appropriations -
Total Housing Authority Capital & Continuing Appropriations * 3,675,000

PALM DESERT HOUSING AUTHORITY
Fiscal Year 2024-25
* These amounts will only be expended to the extent there are monies available from the prior year encumbrances, established reserve funds, repayments of loans, sales of homes, etc.

Housing Authority Revenue, Appropriations and Continuing Appropriations

Page 1957 ends

Palm Desert City CouncilJune 27, 2024

Palm Desert City Council
June 27, 2024