Palm Desert City Council
February 27, 2025

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: February 27, 2025
PREPARED BY: Ryland Penta, Community Relations Supervisor SUBJECT: APPROVE CIVIC ENGAGEMENT COMMITTEE 2025 WORK PLAN RECOMMENDATION:

Approve the Civic Engagement Committee’s 2025 Work Plan.

BACKGROUND/ANALYSIS:

The Civic Engagement Committee meets quarterly to discuss how our municipality can advance civic education and engagement efforts. The committee’s mission is to help residents gain a deeper understanding of local government, strengthen community connections, and inspire future civic leaders.

At the January 16, 2025, Civic Engagement Committee meeting, staff presented a proposed work plan outlining four key initiatives for the committee’s consideration. These items are to be completed at Committee meetings during the 2025 calendar year. Members were encouraged to provide feedback, suggest modifications, or propose additional initiatives during the discussion.

No further proposals were submitted, and the committee approved the work plan as presented.

Project Description Cost Time/Process
Review and
Approve the Palm
Desert Resident
Guide
The Palm Desert
Resident Guide is a
four-page pamphlet
that provides essential
information on our City
government and how to
get involved in our
community programs.

No cost associated
with achieving this
work plan item.

Printing and/or
mailing resident
guides will have a
separate cost. Costs
are based on the
number of guides
printed. All costs will
be accommodated in
the existing budget.

Completed at the January 16,
2025, committee meeting.

Provide Ongoing
Feedback on
Increasing
Resident
Participation
The committee will
work with staff to
explore and
recommend strategies
to boost resident
participation at
community events and
through online
platforms.

No cost associated
with achieving this
work plan item.

This will be an ongoing effort by
the committee and will be
discussed at each meeting.
289

Consider and/or
Implement a
Marketing
Strategy for Civic
Engagement
Programs
The committee will
evaluate potential
marketing strategies to
enhance awareness of
civic engagement
programs.

No cost associated
with achieving this
work plan item.

Printing marketing
material will have a
separate cost, which
will be evaluated by
staff, the Committee,
and the Council as
needed. Costs are
anticipated to be
minimal and
accommodated in the
existing budget.

At the January meeting, Members
of the Committee agreed to
pursue creating a sticker that
encourages civic engagement. A
design will be brought to the April
meeting with associated printing
costs identified.

Perform Annual
Review of
Engagement
Programs
The committee will
conduct a
comprehensive review
of existing civic
engagement
programs to assess
their effectiveness,
identify areas for
improvement, and
propose
enhancements as
needed.

No costs associated
with achieving this
work plan item.

This topic will be considered at the
July meeting.

FINANCIAL IMPACT:

There is no financial impact associated with this work plan. 290

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: February 27, 2025
PREPARED BY: Daniel Hurtado, Public Safety Analyst
Chris Escobedo, Assistant City Manager
SUBJECT: APPROVAL OF LAW ENFORCEMENT RESPONSIBILITIES

MEMORANDUM OF UNDERSTANDING AGREEMENTS WITH THE

COUNTY OF RIVERSIDE, CALIFORNIA STATE UNIVERSITY, SAN

BERNARDINO, COLLEGE OF THE DESERT, AND THE UNIVERSITY OF

CALIFORNIA, RIVERSIDE
RECOMMENDATION:

1. Approve a Law Enforcement Responsibilities Memorandum of Understanding (MOU) Agreement between the City of Palm Desert; the County of Riverside; California State University, San Bernardino; the University of California, Riverside; and College of the Desert.

2. Authorize the City Manager to execute the MOU agreement.

BACKGROUND/ANALYSIS:

The California Education Code mandates that campus law enforcement agencies hold primary authority for delivering police and security services on their respective campuses. Additionally, both public and independent post-secondary institutions are required to formalize written agreements with local law enforcement agencies. These agreements are essential for delineating responsibilities related to the investigation of Part 1 violent crimes occurring on campus grounds. Part 1 violent crimes include willful homicide, forcible rape, robbery, and aggravated assault.

There are currently three college campus sites located within the City of Palm Desert:

1. College of the Desert (COD)

2. California State University, San Bernardino – Palm Desert Campus (CSUSB-PDC)

3. University of California, Riverside – Palm Desert Campus (UCR-PDC) While these campuses have security personnel, they currently lack dedicated police officers stationed on-site.

Under these agreements, the Riverside County Sheriff’s Department will serve as the primary law enforcement authority for each campus. However, pre-planned events at CSUSB-PDC and UCR-PDC—such as concerts and special occasions—university police personnel will provide an enhanced law enforcement presence. At this time, College of the Desert does not have sworn police officers assigned to its campus.

The agreement will remain in effect for a period of five years, commencing on February 27, 2025.

Either party may terminate the contract with thirty (30) days’ advance written notice. 291
City of Palm Desert
Law Enforcement Responsibilities MOU

Staff recommends the establishment of these written agreements to clearly define the roles and responsibilities of campus law enforcement agencies and local law enforcement authorities. This initiative will enhance coordination and collaboration, thereby strengthening collective responses to violent incidents on campus.

Legal Review:

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

Strategic Plan:

This matter aligns with the Public Safety and Emergency Services section of the Palm Desert Strategic Plan, specifically Priority 1: Enhance the Delivery of Public Safety Services. This strategy aims to expand the exceptional services provided by fire and police departments to accommodate future growth and evolving safety needs.

FINANCIAL IMPACT:

The cost recovery provision for this agreement is currently set at $0.00. However, the City retains the right to renegotiate the cost recovery fee through the termination clause if future assessments indicate a need for adjustments. Additionally, the City has negotiated specific facility usage provisions within the MOU to enhance services to the community. At present, the Riverside County Sheriff’s Department receives a minimal number of service calls from these locations.

ATTACHMENTS:

1. Memorandum of Understanding Agreement

2. California Education Code 67381
292

LAW ENFORCEMENT RESPONSIBILITIES

MEMORANDUM OF UNDERSTANDING
This Law Enforcement Responsibilities Memorandum of Understanding (“MOU”) is entered into this 27 day of February, 2025 by and between the City of Palm Desert, a California municipal corporation (“City”), the Riverside County Sheriff’s Department (“RSO”), California State University, San Bernardino Palm Desert Campus (“CSUSB-PD”), College of the Desert (“COD”) and University of California, Riverside Palm Desert Campus (“UCR-PD”). City, RSO, CSUSB-PD, COD, and UCR-PD may be referred to herein individually as a “Party” and collectively as the “Parties.”

RECITALS
A. WHEREAS, this MOU is entered into pursuant to, and in compliance with the requirements set forth in California Education Code (“Education Code”) Section 67381; and B. WHEREAS, the Section 67381 of the Education Code mandates that local law enforcement agencies enter into written agreements with campus law enforcement agencies located in the jurisdictions of local law enforcement agencies for the purposes of delineating responsibilities related to the investigation of “Part 1 violent crimes” that occur on campus grounds; and
C. WHEREAS, while the CSUSB-PD, UCR-PD, and COD campuses are all staffed with security personnel, they currently lack dedicated police officers at each site; and D. WHEREAS, the Parties desire to set forth the terms and conditions under which RSO shall serve as the primary law enforcement agency with principle law enforcement jurisdiction over the geographical areas that encompass the CSUSB-PD, COD, and UCR-PD campuses.

NOW, THEREFORE, in consideration of the mutual covenants, promises, and representations herein, the receipt and adequacy of which is hereby acknowledged, the Parties hereto agree as follows:

1. MOU Effective Date and Term

1.1 This MOU shall become effective as of the date on which the last Party executes this MOU (“Effective Date”).

1.2 The Term of the MOU will commence on the Effective Date of this MOU and will remain in effect, unless cancelled by the Parties, upon thirty (30) day written notice of such cancellation or modified or superseded by mutual agreement in writing.

2. Scope of Services

2.1 RSO shall serve as the primary law enforcement agency, having principle law enforcement jurisdiction at the CSUSB-PD, COD, and UCR-PD campuses (hereinafter referred to as the “Colleges”). RSO shall also provide police response to service calls at the Colleges, as part of RSO's routine patrol of the City.
293

2.2 All law enforcement matters, including Part I violent crimes, shall be reported by the Colleges to RSO. RSO shall also provide additional law enforcement services to Colleges, which include investigations, traffic enforcement, and crime reporting. RSO shall be required to provide the Colleges with copies of all police reports and documentation, prepared by RSO in conjunction with incidents occurring at the Colleges.

2.3 CSUSB-PD and UCR-PD are required by state and federal law to report criminal statistics in and around university property. Consequently, RSO shall be required to provide an annual crime report to both CSUSB-PD and UCR-PD to ensure their compliance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. RSO has established a crime reporting district of #38G1 for CSUSB-PD and UCR-PD to facilitate record management.

2.4 The CSUSB and UC Police Departments shall make periodic visits to the CSUSBPD and UCR-PD campuses and may, under certain circumstances, such as during special events, provide additional CSUSB and UC police officers to service those events. When such services are being provided, the CSUSB and UCR Police Departments will notify RSO of their presence. All pre-planned events, such as political demonstrations, lectures, seminars, concerts or other special events, which require a law enforcement or police presence, will be coordinated between CSUSB Police Department and UCR Police Department to determine the appropriate staffing of police and/or security personnel, which may be staffed by CSUSB and/or UCR Police Department personnel.

2.5 Parking enforcement officer(s) who are employed by CSUSB and UCR and assigned to patrol the CSUSB-PD and UCR-PD campuses shall report any incidents of crime to RSO.

3. Additional Terms

3.1 CSUSB-PD shall operate as a designated cooling center yearly, from June 1st to August 1st, as mutually agreed to by CSUSB-PD and the City.

3.2 UCR-PD shall allow the City to utilize its auditorium four (4) times per year at no cost as mutually agreed to by UCR-PD and the City.

3.3 UCR-PD shall permit RSO to use its campus and facilities once per year for training purposes, in coordination with the UCR Police Department as mutually agreed to by UCR-PD and RSO.

3.4 COD shall grant the City the right to utilize certain COD facilities as a mass care and shelter facility in the event of an emergency as mutually agreed to by COD and the City.

4. Insurance

4.1 With exception to the City, the Parties agree that they shall each obtain the necessary insurance coverages and amounts to perform their respective duties and responsibilities set forth under this MOU.
294

5. Authority and Responsibility

5.1 A written directive shall define the authority and responsibilities of all officers. If applicable, the directive shall include arrest authority and the source from which such authority is drawn.

5.2 It is critical to clearly delineate the authority and responsibilities of each type of officer that an agency employs. Given that many institutions employ both sworn and non-sworn officers, with varying responsibilities, it is imperative to ensure a clear understanding of the roles and authority of campus law enforcement and security officers as defined by state laws. The Parties shall ensure that respective roles are documented and made transparent to all officers and relevant personnel to avoid ambiguities regarding their vested responsibilities.

6. Mutual Aid and Memoranda of Understanding Agreements

6.1 If any Party to this agreement establishes written agreements with external agencies to provide mutual aid or assistance, such agreements shall, at a minimum, include the following details: a. The legal status of agencies and personnel responding to mutual aid requests; b.

Procedures for vesting provider agency personnel with the legal authority to act within the receiver agency’s jurisdiction; c. Procedures for requesting aid or assistance; d. Identification of the positions authorized to request aid or assistance; e. Identification of the positions to whom outside personnel are to report; f. Procedures for coordinating radio communication with outside personnel; g. Details of any expenditures, including which should be borne by the receiver agency to compensate for the use of the provider agency’s resources; and h. Procedures for the review and revision of the agreement.

6.2 The Parties agree to coordinate mutual aid responses in alignment with the aforementioned standards to ensure seamless integration of support during critical incidents.

7. Standard Provisions

7.1 Indemnification. To the fullest extent permitted by law, the Parties shall defend, indemnify, and hold the City, and their respective officials, officers, employees, volunteers, clients, and representatives free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death (collectively, “Claims”), in any manner arising out of, pertaining to, or incident to any negligent acts or omissions, or willful misconduct of the indemnifying Parties in connection with this MOU, including without limitation the payment of all expert witness fees, attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. The Parties’ obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by the City, or their respective officials, officers, employees, agents, volunteers or representatives.

To the fullest extent permitted by law, City will defend, indemnify, and hold harmless UC, its officers, employees, and agents, from and against all claims, losses, expenses, liability, damage, or injury of any kind, in law or equity, to property or persons, including wrongful death (including, without limitation, reasonable attorneys' fees and costs), damages, and liabilities of any kind (“Claims”) resulting from or arising out of the MOU, provided such Claims are due or claimed to be due to the acts or omissions of City, its officers, employees, agents, sub-suppliers, or anyone 295
directly or indirectly employed by City, or any person or persons under City’s direction and control.

UC agrees to provide City with prompt notice of any such Claim and to permit City to defend any Claim, and that UC will cooperate fully in such defense. UC retains the right to participate in the defense against any such Claim, and the right to consent to any settlement, which consent will not unreasonably be withheld.

7.2 Notices. Any notices required to be given, hereunder shall be in writing and shall be personally served or given by mail. Any notice given by mail shall be deemed given when deposited in the United States Mail, certified and postage prepaid, addressed to the party to be served as follows:

To City:

City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
Attn: L. Todd Hileman
To RSO:

Riverside County Sheriff’s
Department Palm Desert
73705 Gerald Ford Drive
Palm Desert, CA 92211
Attn: Jason Sexton
To CSUSB-PD:

CSU - San Bernardino Police Dept.
5500 University Pkwy
San Bernardino, CA 92407
Attn: John Guttierez
To UCR-PD:

UCR Riverside Police Dept.
3500 Canyon Crest Drive
Riverside, CA 92507
Attn: Jeff Talbott
To COD:

College of the Desert
43500 Monterey Ave
Palm Desert, CA 92260
Attn: Val Martinez Garcia

7.3 Waiver. No action or failure to act by a Party shall constitute a waiver of any right or duty afforded the Parties under this MOU, nor shall any such action or failure to act constitute approval of or acquiescence in any breach thereunder, except as may be specifically, provided in this MOU or as may be otherwise agreed to in writing.

7.4 Amendments. This MOU may be modified or amended only by a written MOU executed by the Parties.

7.5 Disputes. The Parties shall attempt to resolve any disputes amicably at the working level. If that is not successful, the dispute shall be referred to the senior management of the 296
Parties in an attempt to reach a mutual resolution. If, after attempting in good faith, the Parties and/or their senior management are unable or unwilling to resolve the dispute, the Parties shall have the right to seek a resolution through the filing of a claim in any court of competent jurisdiction. The Parties shall proceed diligently with the performance of this MOU pending the resolution of a dispute. Senior management for UC Riverside Palm Desert Center is the Dean of University Extension.

Prior to the filing of any legal action related to this MOU, the Parties shall be obligated to attend a non-binding mediation session in Riverside County before a neutral third-party mediator. A second non-binding mediation session shall be required if the first session is not successful. The Parties shall share the cost of the mediation.

7.6 Venue. Any action at law or in equity brought by the Parties hereto for the purpose of enforcing a right or rights provided for by this MOU shall be tried in the Superior Court of California, County of Riverside.

7.7 Severability. Each provision, term, condition, covenant and/or restriction, in whole and in part, of this MOU shall be considered severable. In the event any provision, term, condition, covenant and/or restriction, in whole and/or in part, of this MOU is declared invalid, unconstitutional, or void for any reason, such provision or part thereof shall be severed from this MOU and shall not affect any other provision, term, condition, covenant and/or restriction of this MOU, and the remainder of the MOU shall continue in full force and effect.

7.8 Authority. The individuals executing this MOU on behalf of the Parties each represent and warrant that they have the legal power, right and actual authority to bind the respective Parties to the terms and conditions thereof.

7.9 Further Acts. The Parties hereto agree to perform any further acts and execute any documents that may be reasonably necessary to effectuate the purpose of this MOU.

7.10 Entire MOU. This MOU constitutes the final, complete, and exclusive statement of the terms of the MOU between the Parties pertaining to the subject matter of this MOU, and supersedes all prior and contemporaneous understandings or agreements of the Parties. None of Parties have been induced to enter into this MOU and none of the Parties are relying on, any representation or warranty outside those expressly set forth in this MOU.

7.11 Interpretation. The Parties acknowledge and agree that this MOU is the product of mutual arms-length negotiations and accordingly, the rule of construction, which provides that the ambiguities in a document shall be construed against the drafter of that document, shall have no application to the interpretation and enforcement of this MOU. Titles and captions are for convenience of reference only and do not define, describe or limit the scope or the intent of the MOU or any of its terms. Reference to section numbers, are to sections in the MOU unless expressly stated otherwise. This MOU shall be governed by and construed in accordance with the laws of the State of California in effect at the time of the execution of this MOU. 297

SIGNATURE PAGE TO THE LAW ENFORCEMENT RESPONSIBILITIES

MEMORANDUM OF UNDERSTANDING
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.

CITY OF PALM DESERT
By:_________________________________
L. TODD HILEMAN

CITY MANAGER
RIVERSIDE COUNTY SHERIFF’S

DEPARTMENT (RSO)
By:_________________________________
Jason Sexton
Its:__________________________________
Captain
ATTEST:

By:_________________________________
ANTHONY J. MEJIA

CITY CLERK

CALIFORNIA STATE UNIVERSITY, SAN

BERNARDINO PALM DESERT CAMPUS
(CSUSB-PD)
By:_________________________________
John Guttierez
Its:__________________________________
Chief of Police
APPROVED AS TO FORM:

By:
_________________________________

BEST BEST & KRIEGER LLP

CITY ATTORNEY

COLLEGE OF DESERT (COD)
By:_________________________________
Val Martinez Garcia
Its:__________________________________
Acting Superintendent/President

UNIVERSITY OF CALIFORNIA,

RIVERSIDE PALM DESERT CAMPUS
(UCR-PD)
By:_________________________________
Jeff P. Talbot
Its:__________________________________
Director of Campus Safety Services -
Chief of Police

UNIVERSITY OF CALIFORNIA,

RIVERSIDE

By:____________________________
Dr. Denise Woods
298
Its:__________________________________
Vice Chancellor of Health, Well-Being &
Safety
299
300
State of California

EDUCATION CODE
Section 67381
67381. (a)  The Legislature reaffirms that campus law enforcement agencies have the primary authority for providing police or security services, including the investigation of criminal activity, to their campuses.
(b)  The Trustees of the California State University, the Regents of the University of California, and the governing board of independent postsecondary institutions, as defined, shall adopt rules requiring each of their respective campuses to enter into written agreements with local law enforcement agencies that clarify operational responsibilities for investigations of Part 1 violent crimes, sexual assaults, and hate crimes occurring on each campus.
(c)  Local law enforcement agencies shall enter into written agreements with campus law enforcement agencies if there are college or university campuses of the governing entities specified in subdivision (b) located in the jurisdictions of the local law enforcement agencies.
(d)  Each written agreement entered into pursuant to this section shall designate which law enforcement agency shall have operational responsibility for the investigation of each Part 1 violent crime, sexual assault, and hate crime, and delineate the specific geographical boundaries of each agency’s operational responsibility, including maps as necessary.
(e)  A written agreement entered into pursuant to this section shall be reviewed, updated if necessary, and made available for public viewing by July 1, 2016, and every five years thereafter.
(f)  Each agency shall be responsible for its own costs of investigation unless otherwise specified in a written agreement.
(g)  Nothing in this section shall affect existing written agreements between campus law enforcement agencies and local law enforcement agencies that otherwise meet the standards contained in subdivision (d) or any existing mutual aid procedures established pursuant to state or federal law.
(h)  Nothing in this section shall be construed to limit the authority of campus law enforcement agencies to provide police services to their campuses. (i)  As used in this section, the following terms have the following meanings:
(1)  “Local law enforcement agencies” means city or county law enforcement agencies with operational responsibilities for police services in the community in which a campus is located.
(2)  “Part 1 violent crimes” means willful homicide, forcible rape, robbery, and aggravated assault, as defined in the Uniform Crime Reporting Handbook of the Federal Bureau of Investigation.

STATE OF CALIFORNIA

AUTHENTICATED

ELECTRONIC LEGAL MATERIAL
301
(3)  “Hate crime” means any offense described in Section 422.55 of the Penal Code. (4)  “Sexual assault” includes, but is not limited to, rape, forced sodomy, forced oral copulation, rape by a foreign object, sexual battery, or threat of any of these. (5)  “Independent postsecondary institutions” means institutions operating pursuant to Section 830.6 of the Penal Code or pursuant to a memorandum of understanding as described in subdivision (b) of Section 830.7 of the Penal Code. (j)  This section shall be known and may be cited as the Kristin Smart Campus Safety Act of 1998.
(k)  It is the intent of the Legislature by enacting this section to provide the public with clear information regarding the operational responsibilities for the investigation of crimes occurring on university and college campuses by setting minimum standards for written agreements to be entered into by campus law enforcement agencies and local law enforcement agencies.
(Amended by Stats. 2015, Ch. 701, Sec. 1. (AB 913) Effective January 1, 2016.) 302

CITY OF PALM DESERT/ PALM DESERT HOUSING AUTHORITY

JOINT CONSIDERATION

STAFF REPORT
MEETING DATE: February 27, 2025
PREPARED BY: Celina Cabrera, Senior Management Analyst
SUBJECT: AUTHORIZE THE EXECUTIVE DIRECTOR TO NEGOTIATE AND

ACQUIRE FINANCIALLY DISTRESSED PROPERTIES WITH AN

AFFORDABLE RESTRICTED AGREEMENT FOR THE CITY OF PALM

DESERT AND/OR PALM DESERT HOUSING AUTHORITY
RECOMMENDATION:

1. Authorize the Executive Director, or designee, to initiate acquisitions and resale of properties with affordability covenants that are subject to time-sensitive financial distress, such as a Notice of Default, Foreclosure or Bankruptcy, to prevent loss of housing from the affordable housing portfolio.

2. Authorize the Executive Director, or designee, to execute all necessary documents to facilitate the acquisition, repair, and resale of the subject properties, ensuring they remain affordable, restricted, and available to income-qualified homebuyers.

BACKGROUND/ANALYSIS:

There are two key for-sale single-family affordable housing developments in Palm Desert:

Desert Rose and Falcon Crest. Developed by the former Palm Desert Redevelopment Agency in 1994, Desert Rose is a development consisting of 161 single-family homes located two blocks east of Cook Street on Fred Waring Drive. The Palm Desert Housing Authority (Authority) has been able to ensure that these homes remain affordable by recording on title for each of the homes a 30-year or 45-year affordability covenant that gives the Authority the right to repurchase the homes at a resale price determined by a predetermined formula (Affordability Covenant).

Falcon Crest, also developed by the former Palm Desert Redevelopment Agency and the City of Palm Desert (City), consists of 93 single-family homes that were made available to households of restricted income. Buyers in Falcon Crest have received assistance from both the City and the Authority in the form of silent second and third trust deeds. Similar to Desert Rose, Falcon Crest homes have recorded restrictions that ensure affordability for 45-years and require that buyers must meet certain minimum qualifications.

The Authority and the City also hold the first right of refusal to purchase additional homes throughout the City with a recorded Affordable Housing Restrictive Agreement (Agreement).

Occasionally, homeowners, external agencies, or financial institutions notify the Authority and City when a property subject to the Restrictive Agreement is in default, included in bankruptcy proceedings, or facing foreclosure. If the financial distress leads to foreclosure proceedings or 303
City of Palm Desert/Palm Desert Housing Authority
Authorization to Acquire Financially Distressed Affordable Properties

sale to a third party, it is possible that the Agreement may be nullified, removing the property from the affordable housing portfolio and eliminating the possibility of making it available to income-qualified homeowners.

The Authority has not had to intervene in the past several years as the housing market has been favorable and buyers have been able to maintain their investments in the program. However lately, staff has begun to see increased activity in both bankruptcy and default notices.

Under normal circumstances, homeowners are required to notify the Authority and/or City of their intent to sell an affordability restricted home, allowing staff time to facilitate a direct sale to a qualified purchaser from an interest list. However, in cases of default, bankruptcy, or foreclosure, there may be insufficient time to arrange such a direct sale. Therefore, it has been customary that the Authority/City purchase the property directly, make any necessary improvements, and coordinate resale to a qualified buyer from the interest list.

If the Authority/City does not promptly exercise its option to purchase a home in financial distress, it is possible that the property may be sold on the open market at full market prices. In such cases, the Authority/City may be unable to recover any outstanding loans extended to the property, and the Affordability Covenant may be lost.

To remain nimble and responsive to imminent deadlines, staff recommends in these financial distress cases, that the Executive Director, or his designee, be provided authorization to negotiate, acquire, improve, and resell the property to a qualified buyer. A full report of the transaction will be provided to City Council at the close of escrow following the resale of the unit.

Legal Review:

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

FINANCIAL IMPACT:

The potential financial impact to the Authority/City may be one or all of the cost of property acquisition, repairs, carrying costs, and closing costs- an estimate of costs for the purchase of a single home is included below for reference. Allowing the home’s disposition through the default or bankruptcy process may result in the loss of the property from the affordable housing portfolio as well as the original gap financing provided in the original purchase. The intent of acquiring the property would be for the Authority/City to resell the property to a qualified household and recover the costs. Funds for this purpose are available in the Housing Asset Fund and Housing Mitigation Fund, therefore there is no impact to the General Fund.

Estimated Cost to Maintain Covenant Amount
Average Calculated Resale Price $205,950
Estimated Closing Costs $25,000
Estimated Repair Costs $50,000
Estimated Carrying Costs $1,500
Average Affordability Loan(s) to Homebuyers $40,000
Est. Max Estimated Cost to Maintain Desert Rose Covenant $322,450 304
City of Palm Desert/Palm Desert Housing Authority
Authorization to Acquire Financially Distressed Affordable Properties

ATTACHMENTS:

1. List of Affordable Properties with Restrictive Covenants 305
306
1 Falcon Crest 42025 Hovley Gardens Drive 624-430-001 $ 79,030.00 2 Falcon Crest 42035 Hovley Gardens Drive 624-430-002 $ 79,237.00 3 Falcon Crest 42045 Hovley Gardens Drive 624-430-003 $ 64,095.00 4 Falcon Crest 42055 Hovley Gardens Drive 624-430-004 $ 78,975.00 5 Falcon Crest 42065 Hovley Gardens Drive 624-430-005 $ 30,000.00 6 Falcon Crest 42075 Hovley Gardens Drive 624-430-006 $ 42,500.00 7 Falcon Crest 42085 Hovley Gardens Drive 624-430-007 $ 79,095.00 8 Falcon Crest 42095 Hovley Gardens Drive 624-430-008 $ 40,775.00 11 Falcon Crest 74576 Falcon Lane 624-430-011 $ 70,975.00 12 Falcon Crest 74562 Falcon Lane 624-430-012 $ 75,030.00 13 Falcon Crest 74548 Falcon Lane 624-430-013 $ 60,975.00 14 Falcon Crest 74534 Falcon Lane 624-430-014 $ 55,030.00 15 Falcon Crest 74520 Falcon Lane 624-430-015 $ 40,975.00 17 Falcon Crest 74492 Falcon Lane 624-430-017 $ 79,975.00 18 Falcon Crest 74478 Falcon Lane 624-430-018 $ 79,583.38 19 Falcon Crest 74464 Falcon Lane 624-430-019 $ 69,975.00 20 Falcon Crest 74450 Falcon Lane 624-430-020 $ 79,775.00 21 Falcon Crest 42050 Golden Eagle Lane 624-431-001 $ 50,000.00 23 Falcon Crest 42078 Golden Eagle Lane 624-431-003 $ 58,030.00 24 Falcon Crest 42092 Golden Eagle Lane 624-431-004 $ 60,120.00 25 Falcon Crest 42106 Golden Eagle Lane 624-431-005 $ 68,095.00 26 Falcon Crest 42120 Golden Eagle Lane 624-431-006 $ 79,120.00 27 Falcon Crest 42134 Golden Eagle Lane 624-431-007 $ 71,095.00 28 Falcon Crest 42148 Golden Eagle Lane 624-431-008 $ 56,120.00 29 Falcon Crest 42162 Golden Eagle Lane 624-431-009 $ 47,530.00 30 Falcon Crest 42176 Golden Eagle Lane 624-431-010 $ 75,120.00 31 Falcon Crest 42190 Golden Eagle Lane 624-431-011 $ 80,000.00 32 Falcon Crest 42204 Golden Eagle Lane 624-431-012 $ 60,000.00 33 Falcon Crest 42218 Golden Eagle Lane 624-431-013 $ 60,120.00 34 Falcon Crest 42232 Golden Eagle Lane 624-431-014 $ 73,095.00 35 Falcon Crest 42246 Golden Eagle Lane 624-431-015 $ 45,920.00 36 Falcon Crest 42253 Verdin Lane 624-431-016 $ 70,271.00 37 Falcon Crest 42239 Verdin Lane 624-431-017 $ 60,000.00 38 Falcon Crest 42225 Verdin Lane 624-431-018 $ 79,208.00 39 Falcon Crest 42211 Verdin Lane 624-431-019 $ 78,030.00 40 Falcon Crest 42197 Verdin Lane 624-431-020 $ 80,000.00 41 Falcon Crest 42183 Verdin Lane 624-431-021 $ 64,095.00 42 Falcon Crest 42169 Verdin Lane 624-431-022 $ 78,600.00 43 Falcon Crest 42155 Verdin Lane 624-431-023 $ 45,030.00 44 Falcon Crest 42141 Verdin Lane 624-431-024 $ 75,095.00 45 Falcon Crest 42127 Verdin Lane 624-431-025 $ 76,120.00 46 Falcon Crest 42113 Verdin Lane 624-431-026 $ 60,895.00 49 Falcon Crest 42071 Verdin Lane 624-431-029 $ 79,800.00 50 Falcon Crest 42057 Verdin Lane 624-431-030 $ 78,475.00 51 Falcon Crest 42090 Hovley Gardens Drive 624-440-001 $ 78,095.00 52 Falcon Crest 42100 Hovley Gardens Drive 624-440-002 $ 63,000.00 54 Falcon Crest 42162 Verdin Lane 624-440-004 $ 109,500.00 56 Falcon Crest 42190 Verdin Lane 624-440-006 $ 63,000.00 57 Falcon Crest 42204 Verdin Lane 624-440-007 $ 49,286.82 58 Falcon Crest 42218 Verdin Lane 624-440-008 $ 60,000.00 Affordable Restricted Properties
307
59 Falcon Crest 74530 King Fisher Circle 624-440-009 $ 64,997.00 61 Falcon Crest 74558 King Fisher Circle 624-440-011 $ 55,620.00 62 Falcon Crest 74572 King Fisher Circle 624-440-012 $ 80,000.00 63 Falcon Crest 74586 King Fisher Circle 624-440-013 $ 43,440.00 64 Falcon Crest 74600 King Fisher Circle 624-440-014 $ 80,000.00 65 Falcon Crest 74614 King Fisher Circle 624-440-015 $ 44,895.00 66 Falcon Crest 74628 King Fisher Circle 624-440-016 $ 71,358.00 67 Falcon Crest 74642 King Fisher Circle 624-440-017 $ 80,000.00 68 Falcon Crest 74656 King Fisher Circle 624-440-018 $ 71,867.00 69 Falcon Crest 74670 King Fisher Circle 624-440-019 $ 71,000.00 70 Falcon Crest 74684 King Fisher Circle 624-440-020 $ 41,440.00 71 Falcon Crest 74698 King Fisher Circle 624-440-021 $ 79,771.00 72 Falcon Crest 74712 King Fisher Circle 624-440-022 $ 65,030.00 74 Falcon Crest 74747 King Fisher Circle 624-440-025 $ 70,195.00 75 Falcon Crest 74733 King Fisher Circle 624-440-026 $ 72,975.00 78 Falcon Crest 74691 King Fisher Circle 624-440-029 $ 45,920.00 79 Falcon Crest 74677 King Fisher Circle 624-440-030 $ 80,000.00 80 Falcon Crest 74663 King Fisher Circle 624-440-031 $ 78,030.00 81 Falcon Crest 74621 King Fisher Circle 624-441-001 $ 69,530.00 82 Falcon Crest 74607 King Fisher Circle 624-441-002 $ 49,975.00 83 Falcon Crest 74593 King Fisher Circle 624-441-003 $ 71,328.00 84 Falcon Crest 74579 King Fisher Circle 624-441-004 $ 74,975.00 85 Falcon Crest 74565 King Fisher Circle 624-441-005 $ 79,205.00 86 Falcon Crest 74551 King Fisher Circle 624-441-006 $ 40,775.00 87 Falcon Crest 74537 King Fisher Circle 624-441-007 $ 63,000.00 88 Falcon Crest 74523 King Fisher Circle 624-441-008 $ 57,975.00 89 Falcon Crest 74509 King Fisher Circle 624-441-009 $ 78,820.00 90 Falcon Crest 74495 King Fisher Circle 624-441-010 $ 77,975.00 91 Falcon Crest 74481 King Fisher Circle 624-441-011 $ 78,095.00 92 Falcon Crest 74467 King Fisher Circle 624-441-012 $ 71,975.00 93 Falcon Crest 74453 King Fisher Circle 624-441-013 $ 54,030.00 95 Desert Rose 75369 Kelsey Circle South 634-241-002 $ 11,934.00 96 Desert Rose 75367 Kelsey Circle South 634-241-003 $ 17,901.00 97 Desert Rose 75359 Kelsey Circle South 634-241-004 $ 8,944.00 98 Desert Rose 75357 Kelsey Circle South 634-241-005 $ 23,100.00 99 Desert Rose 75349 Kelsey Circle South 634-241-006 $ 17,876.00 100 Desert Rose 75347 Kelsey Circle South 634-241-007 $ 31,575.00 101 Desert Rose 75339 Kelsey Circle South 634-241-008 $ 27,560.00 102 Desert Rose 75337 Kelsey Circle South 634-241-009 $ 16,269.00 103 Desert Rose 75329 Kelsey Circle South 634-241-010 $ 50,777.00 104 Desert Rose 43940 Rockrose Court 634-241-011 $ 8,944.00 105 Desert Rose 43960 Rockrose Court 634-241-012 $ 8,009.00 106 Desert Rose 43980 Rockrose Court 634-241-013 $ 13,492.00 107 Desert Rose 43995 Rockrose Court 634-241-014 $ 1,589.00 109 Desert Rose 43955 Rockrose Court 634-241-016 $ 11,496.00 111 Desert Rose 43915 Rockrose Court 634-241-018 $ 500.00 112 Desert Rose 43905 Rockrose Court 634-241-019 $ 11,501.00 113 Desert Rose 75319 Kelsey Circle South 634-241-020 $ 3,300.00 114 Desert Rose 75309 Kelsey Circle South 634-241-021 $ 5,000.00 115 Desert Rose 75307 Kelsey Circle South 634-241-022 $ 1,479.00 116 Desert Rose 75299 Kelsey Circle South 634-241-023 $ 11,199.00 117 Desert Rose 75297 Kelsey Circle South 634-241-024 $ 4,000.00 308
118 Desert Rose 75294 Kelsey Circle South 634-241-025 $ 17,945.00 119 Desert Rose 75296 Kelsey Circle North 634-241-026 $ 17,478.00 120 Desert Rose 75304 Kelsey Circle North 634-241-027 $ 20,000.00 121 Desert Rose 75306 Kelsey Circle North 634-241-028 $ 13,543.00 122 Desert Rose 75314 Kelsey Circle North 634-241-029 $ 2,808.00 123 Desert Rose 75316 Kelsey Circle North 634-241-030 $ 13,778.00 124 Desert Rose 75326 Kelsey Circle North 634-241-031 $ 31,810.00 125 Desert Rose 43795 Kelsey Court 634-241-032 $ 2,000.00 126 Desert Rose 43775 Kelsey Court 634-241-033 $ 3,500.00 127 Desert Rose 43755 Kelsey Court 634-241-034 $ 27,000.00 129 Desert Rose 43735 Kelsey Court 634-241-035 $ 30,000.00 130 Desert Rose 43715 Kelsey Court 634-241-036 $ 5,000.00 131 Desert Rose 43705 Kelsey Court 634-241-037 $ 30,000.00 132 Desert Rose 43685 Kelsey Court 634-241-038 $ 2,000.00 133 Desert Rose 43675 Kelsey Court 634-241-039 $ 14,176.00 134 Desert Rose 43680 Kelsey Court 634-241-040 $ 5,000.00 135 Desert Rose 43690 Kelsey Court 634-241-041 $ 24,500.00 136 Desert Rose 43710 Kelsey Court 634-241-042 $ 28,884.43 138 Desert Rose 43740 Kelsey Court 634-241-044 $ 22,000.00 139 Desert Rose 43760 Kelsey Court 634-241-045 $ 47,253.00 140 Desert Rose 43780 Kelsey Court 634-241-046 $ 1,529.00 141 Desert Rose 75334 Kelsey Circle North 634-241-047 $ 14,824.00 142 Desert Rose 75344 Kelsey Circle North 634-241-048 $ 16,858.00 143 Desert Rose 75346 Kelsey Circle North 634-241-049 $ 17,805.00 145 Desert Rose 75356 Kelsey Circle North 634-241-051 $ 51,948.00 146 Desert Rose 75364 Kelsey Circle North 634-241-052 $ 14,034.00 147 Desert Rose 75366 Kelsey Circle North 634-241-053 $ 37,500.00 149 Desert Rose 75376 Kelsey Circle North 634-241-055 $ 14,964.00 150 Desert Rose 75406 Wildflower Lane 634-061-003 $ 13,306.00 151 Desert Rose 75414 Wildflower Lane 634-061-004 $ 3,400.00 153 Desert Rose 75424 Wildflower Lane 634-061-006 $ 19,239.00 154 Desert Rose 75426 Wildflower Lane 634-061-007 $ 45,000.00 156 Desert Rose 75436 Wildflower Lane 634-061-009 $ 34,093.04 157 Desert Rose 75444 Wildflower Lane 634-061-010 $ 17,937.00 158 Desert Rose 75446 Wildflower Lane 634-061-011 $ 15,000.00 159 Desert Rose 75454 Wildflower Lane 634-061-012 $ 20,000.00 160 Desert Rose 75456 Wildflower Lane 634-061-013 $ 17,369.00 161 Desert Rose 75464 Wildflower Lane 634-061-014 $ 32,000.00 162 Desert Rose 75466 Wildflower Lane 634-061-015 $ 17,899.00 163 Desert Rose 75474 Wildflower Lane 634-061-016 $ 6,147.00 164 Desert Rose 75476 Wildflower Lane 634-061-036 $ 30,000.00 165 Desert Rose 43820 Blueberry Lane 634-061-037 $ 23,000.00 167 Desert Rose 43860 Blueberry Lane 634-061-039 $ 24,347.00 168 Desert Rose 43880 Blueberry Lane 634-061-021 $ 25,500.00 169 Desert Rose 43910 Blueberry Lane 634-061-022 $ 12,834.00 170 Desert Rose 43920 Blueberry Lane 634-061-023 $ 17,568.00 172 Desert Rose 43940 Blueberry Lane 634-061-025 $ 37,679.00 173 Desert Rose 43960 Blueberry Lane 634-061-026 $ 2,500.00 174 Desert Rose 43980 Blueberry Lane 634-061-027 $ 13,100.00 176 Desert Rose 75485 Orange Blossom Lane 634-061-029 $ 11,916.00 178 Desert Rose 75475 Orange Blossom Lane 634-061-030 $ 5,000.00 179 Desert Rose 75473 Orange Blossom Lane 634-061-031 $ 24,000.00 309
180 Desert Rose 75465 Orange Blossom Lane 634-061-032 $ 16,481.00 181 Desert Rose 75463 Orange Blossom Lane 634-061-033 $ 500.00 182 Desert Rose 43925 Blueberry Lane 634-062-001 $ 16,425.00 183 Desert Rose 75464 Orange Blossom Lane 634-062-002 $ 3,500.00 184 Desert Rose 75456 Orange Blossom Lane 634-062-003 $ 6,984.00 185 Desert Rose 75454 Orange Blossom Lane 634-062-004 $ 20,000.00 186 Desert Rose 75446 Orange Blossom Lane 634-062-005 $ 48,156.00 187 Desert Rose 75444 Orange Blossom Lane 634-062-006 $ 500.00 188 Desert Rose 75436 Orange Blossom Lane 634-062-007 $ 32,250.00 189 Desert Rose 75434 Orange Blossom Lane 634-062-008 $ 47,537.00 190 Desert Rose 75426 Orange Blossom Lane 634-062-009 $ 45,385.00 191 Desert Rose 75424 Orange Blossom Lane 634-062-010 $ 16,750.00 192 Desert Rose 75416 Orange Blossom Lane 634-062-011 $ 1,500.00 193 Desert Rose 75414 Orange Blossom Lane 634-062-012 $ 38,849.00 194 Desert Rose 75406 Orange Blossom Lane 634-062-013 $ 24,000.00 195 Desert Rose 43880 Yellow Sage Drive 634-062-014 $ 1,500.00 196 Desert Rose 43860 Yellow Sage Drive 634-062-015 $ 6,121.00 197 Desert Rose 43850 Yellow Sage Drive 634-062-016 $ 11,762.00 198 Desert Rose 43830 Yellow Sage Drive 634-062-017 $ 24,000.00 199 Desert Rose 43820 Yellow Sage Drive 634-062-018 $ 17,827.00 200 Desert Rose 43800 Yellow Sage Drive 634-062-019 $ 17,832.00 201 Desert Rose 75405 Wildflower Lane 634-062-020 $ 500.00 202 Desert Rose 75423 Wildflower Lane 634-062-021 $ 52,684.00 203 Desert Rose 75425 Wildflower Lane 634-062-022 $ 16,169.00 205 Desert Rose 75435 Wildflower Lane 634-062-024 $ 27,000.00 206 Desert Rose 75443 Wildflower Lane 634-062-025 $ 2,458.00 207 Desert Rose 75445 Wildflower Lane 634-062-026 $ 18,032.00 208 Desert Rose 75453 Wildflower Lane 634-062-027 $ 8,845.00 209 Desert Rose 75455 Wildflower Lane 634-062-028 $ 27,500.00 210 Desert Rose 75463 Wildflower Lane 634-062-029 $ 1,379.00 211 Desert Rose 75465 Wildflower Lane 634-062-030 $ 17,838.00 213 Desert Rose 75475 Wildflower Lane 634-062-032 $ 20,000.00 214 Desert Rose 43905 Blueberry Lane 634-062-033 $ 500.00 215 Desert Rose 43895 Yellow Sage Drive 634-242-001 $ 13,577.00 216 Desert Rose 75370 Kelsey Circle South 634-242-002 $ 8,160.00 217 Desert Rose 75360 Kelsey Circle South 634-242-003 $ 9,592.00 218 Desert Rose 75358 Kelsey Circle South 634-242-004 $ 14,065.00 220 Desert Rose 75348 Kelsey Circle South 634-242-006 $ 1,500.00 222 Desert Rose 75338 Kelsey Circle South 634-242-008 $ 17,889.00 223 Desert Rose 75330 Kelsey Circle South 634-242-009 $ 14,302.00 225 Desert Rose 75320 Kelsey Circle South 634-242-011 $ 12,933.00 226 Desert Rose 75318 Kelsey Circle North 634-242-012 $ 19,319.00 229 Desert Rose 75313 Kelsey Circle North 634-242-015 $ 3,895.00 230 Desert Rose 75315 Kelsey Circle North 634-242-016 $ 10,000.00 231 Desert Rose 75323 Kelsey Circle North 634-242-017 $ 14,856.00 232 Desert Rose 75325 Kelsey Circle North 634-242-018 $ 18,088.00 233 Desert Rose 75333 Kelsey Circle North 634-242-019 $ 28,000.00 234 Desert Rose 75335 Kelsey Circle North 634-242-020 $ 41,426.00 235 Desert Rose 75343 Kelsey Circle North 634-242-021 $ 31,000.00 236 Desert Rose 75345 Kelsey Circle North 634-242-022 $ 47,143.00 237 Desert Rose 75353 Kelsey Circle North 634-242-023 $ 4,250.00 238 Desert Rose 75355 Kelsey Circle North 634-242-024 $ 32,569.00 310
239 Desert Rose 75363 Kelsey Circle North 634-242-025 $ 8,913.00 240 Desert Rose 75365 Kelsey Circle North 634-242-026 $ 17,159.00 241 Desert Rose 43815 Yellow Sage Drive 634-242-027 $ 1,000.00 242 Desert Rose 43825 Yellow Sage Drive 634-242-028 $ 14,000.00 243 Desert Rose 75360 Yellow Sage Drive 634-242-029 $ 10,619.00 244 Desert Rose 75356 Yellow Sage Drive 634-242-030 $ 16,000.00 245 Desert Rose 75354 Yellow Sage Drive 634-242-031 $ 17,478.00 246 Desert Rose 75346 Yellow Sage Drive 634-242-032 $ 17,256.00 247 Desert Rose 75344 Yellow Sage Drive 634-242-033 $ 15,000.00 248 Desert Rose 75336 Yellow Sage Drive 634-242-034 $ 2,835.00 249 Desert Rose 75334 Yellow Sage Drive 634-242-035 $ 27,300.00 250 Desert Rose 75343 Yellow Sage Drive 634-242-036 $ 2,700.00 252 Desert Rose 75353 Yellow Sage Drive 634-242-038 $ 11,722.00 253 Desert Rose 75355 Yellow Sage Drive 634-242-039 $ 10,361.00 254 Desert Rose 43875 Yellow Sage Drive 634-242-040 $ 32,569.00 255 Desert Rose 43865 Yellow Sage Drive 634-242-041 $ 18,000.00 256 Desert Rose 75365 Yellow Sage Drive 634-242-042 $ 25,500.00 258 Habitat 43-935 Buena Circle 622-200-059 $ 30,000.00 259 Habitat 73-371 Catalina Way 627-052-010 $ 35,000.00 260 Habitat 74-030 Goleta Avenue 625-021-022 $ 42,600.00 261 Habitat 74-470 Goleta Avenue 625-031-025 $ 44,500.00 262 Habitat 74-490 Goleta Avenue 625-031-026 $ 44,500.00 263 Habitat 43-101 Virginia Ave 637-362-014 $ 20,000.00 264 Habitat 74-065 Goleta Avenue 625-022-005 $ 20,000.00 265 Habitat 74-016 El Cortez Way 625-061-026 $ 31,000.00 266 Habitat 44879 San Benito Circle 627-092-050 $ 34,200.00 267 Habitat 44885 San Benito Circle 627-092-054 $ 25,200.00 271 PPMHP 43-155 Portola Avenue #8 622-351-008 $ 2,925.00 276 PPMHP 43-155 Portola Avenue #25 622-351-025 $ 25,899.00 278 PPMHP 43-155 Portola Avenue #34 622-351-034 $ 2,925.00 279 PPMHP 43-155 Portola Avenue #62 622-351-062 $ 28,217.00 283 PPMHP 43-155 Portola Avenue #126 622-351-126 $ 2,925.00 289 Rehab Program 42-662 Rebecca Road 624-141-042 $ 22,000.00 290 Rehab Program 42-740 Rebecca Road 624-141-040 $ 30,000.00 293 Self Help 74522 Merle Drive 624-441-014 $ 25,000.00 294 Self Help 74536 Merle Drive 624-441-015 $ 67,200.00 295 Self Help 74550 Merle Drive 624-441-016 $ 25,000.00 296 Self Help 74564 Merle Drive 624-441-017 $ 100,000.00 297 Self Help 74578 Merle Drive 624-441-018 $ 25,000.00 298 Self Help 74592 Merle Drive 624-441-019 $ 67,200.00 299 Self Help 74606 Merle Drive 624-441-020 $ 25,000.00 300 Self Help 74620 Merle Drive 624-441-021 $ 76,200.00 301 Self Help 74634 Merle Drive 624-441-022 $ 25,000.00 302 Self Help 74696 Merle Drive 624-440-032 $ 97,200.00 303 Self Help 74710 Merle Drive 624-440-033 $ 25,000.00 304 Self Help 74724 Merle Drive 624-440-034 $ 25,000.00 305 Self Help 74738 Merle Drive 624-440-035 $ 25,000.00 306 Self Help 74752 Merle Drive 624-440-036 $ 25,000.00 $ 8,942,909.67
311
312

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: February 27, 2025
PREPARED BY: Cristal Ortega, Senior Management Analyst
SUBJECT: RATIFICATION AND UPDATE OF VENDOR AND CONTRACTOR PREQUALIFICATION LIST SUBMISSIONS THROUGH FEBRUARY 11,
2025
RECOMMENDATION:

Ratify the attached updated prequalified vendor and contractor list submissions received through February 11, 2025, for the City of Palm Desert, Successor Agency to the Palm Desert Redevelopment Agency, Palm Desert Housing Authority, and Desert Willow Golf Resort.

BACKGROUND/ANALYSIS:

Section 3.30.160 of the City’s Municipal Code/Purchasing Ordinance establishes that the purchasing officer may create an approved vendor list for the purposes of providing specified services and goods for the fiscal year for ongoing cleanup, maintenance and different routine items that are of a continuing nature. The City has used approved vendor lists for quite some time, however began vetting vendors more thoroughly as a result of changes to the Code in 2022, that implemented best practices in this area.

The new process includes posting applications to our online portal OpenGov. The General Vendor and Contractor Prequalification Applications for FY 2024-25 were released on July 1, 2024, with a response deadline of June 30, 2025. This system enables the city to streamline procurement and efficiently meet its operational needs by maintaining a readily available list of prequalified vendors.

Each fiscal year, an invitation to be included on the City’s Approved Vendor List is posted and remains posted throughout the fiscal year to offer vendors an opportunity to provide pricing throughout the year and provide equal bidding opportunities. Additions to the vendor list may be approved continuously by the purchasing officer. Vendors are fully vetted by staff and required to provide updated pricing annually. Utilization of vendors on the list is to be prioritized by pricing, then by other appropriate criteria including quality, capability, availability, or similar criteria.

The vendor list is divided into two categories: general vendors and contractors. By registering in the City's OpenGov platform, vendors are entered into the OpenGov database and receive updates on upcoming projects. The prequalification process ensures vendors meet minimum standards, including requirements for insurance, references, Contractors State License Board (CSLB) and the Department of Industrial Relations (DIR) registration status, and other documentation. Approved vendors remain on the list for up to 24 months.

This action seeks to ratify and update the current prequalified vendor and contractor list, reflecting submissions received through February 11, 2025, for FY 2024-25. 313
City of Palm Desert
Ratification and Update Contractor & Vendor List Submissions

Legal Review:

This report has been reviewed by the City Attorney’s Office FINANCIAL IMPACT:

There is no direct fiscal impact associated with this action as potential purchases and contract amounts must be included in the budget for FY 2024-25. Contracts for the subsequent year are subject to appropriation pursuant to the policy.

ATTACHMENTS:

1. Prequalified Vendor List (Combined) July 1, 2024, through February 11, 2025

2. Prequalified Contractor Prequalification List (Combined) July 1, 2024, through February 11, 2025
314
FY 24/25
General Vendor List
7/1/2024 -
2/11/2025
Vendor Contact Name Contact Email Contact Phone Description City State 4Tech Solutions LLC Lindsay Martin [email protected] IT solutions, including hardware, software, and support services, designed to meet the diverse needs of our
clients. Mcdonough GA
A & M IMPORT/EXPORT Ltd WILBERT KIGULU [email protected] Technology Equipment and Office, Safety, Janitorial
Supplies Padadena CA
ACE Parking Connie Hu [email protected] Parking, mobility, shuttle and hospitality solutions. Los Angeles CA ACS-US Arti Sanghi [email protected] (515) 708-1906 Wholesale Supplier of Poly Sandbags Prosper TX Alinea Health Li Ma [email protected] Professional Psychological Clinic Brea CA All Road Communications Nicole Garegnani [email protected] (619) 531-0686 Satellite phones and internet equipment and services San Diego CA Arellano Associates Chrissy Hennings [email protected] (909) 627-2974 Communications and public outreach Chino Hills CA Atomic D Peter Williams [email protected] (415) 926-3686 Design, strategy, and marketing services San Francisco CA BAY AREA EPOXY WHOLESALE ARJUN SINGH [email protected] (510) 362-8501 Epoxy flooring products and related materials Hayward CA BSN Sports LLC Chris Bloomfield [email protected] Athletic & PE equipment, supplies & apparel Dallas TX Chipsy.io Ren Agarwal [email protected] (415) 237-1997 Enterprise software solutions San Francisco CA Consolidated Wash Industries, LLC Michael Rose [email protected] (951) 471-5590 Commercial Power washer Sales, Service and
maintenance. Closed loop water recyclying system. Lake Elsinore CA Dependable Break Room Solutions, Inc. Donia Bertolette [email protected] (909) 982-7423 Vending, Micro Market, Office Coffee, Water Filtration
and Ice Machine Rentals Upland CA
Desert Tree Spraying Missie Nunez [email protected] (760) 848-7979 Tree and plant care Indian Wells CA District Partnerships & Consulting, LLC John Pannell [email protected] (202) 812-3175 HR, Executive Search Alexandria VA EcoBrite Services Janitorial and Floor Care Shawnee Driskell [email protected] (971) 278-5363 Janitorial and Floorcare Lehi WA ELS Medical Billing Group LLC Ericia Smith [email protected] (706) 873-9516 Medical Billing LaGrange GA EnviroMINE, Inc Travis Jokerst [email protected] (619) 284-8515 Permitting, planning, project management, mapping,
market analysis, GIS, aerial imagery. San Diego CA
Fivestar Rubber Stamp Etc., Inc. Zain Zaidi [email protected] (714) 774-6222 Custom rubber stamps, signs, seals, awards, trophies,
and personalized gifts Anaheim CA
GLENDALE PARADE STORE, LLC Cheryl Rechner [email protected] Flags, Flag Poles, Flag Carriers, Honor Guard Replica
Rifles & Swords, Gloves, Memorial items, Police and Fire Department belts, Boots, Holsters. San Antonio TX
Great Lakes Label, LLC Macarena Gonnella [email protected] (616) 647-9880 Ext: 110 Label design and printing capabilities with flexo and
digital presses in all industries custom and generic
labels/decals/stickers, heat shrink sleeves/labels in
rolls, sheeted, booklets, fan folded labeling and more; Labeling applicators: CTM,Universal, Altech, LabelGator Brand. Sato and Novexx printers and Armor Thermal and
Direct Thermal Transfer Ribbons Constock Park MI
Guidepost Solutions Leslie Lyons [email protected] (510) 250-6241 Security technology, cybersecurity, risk management,
investigations, monitoring, and compliance services Walnut Creek CA Hamilton Staffing Solutions Angela Hamilton [email protected] (352) 394-8777 Staffing Services Clermont FL HF&H Consultants Natasha Brown [email protected] (925) 210-2467 Solutions to local governments in recycling and solid
waste services, and water, wastewater, and stormwater
services. Irvine CA
Integrated Psychological Assessment Services Inc Stephanie Williams [email protected] (408) 201-9850 Behavioral health services consulting firm with expertise in providing clinical, forensic, and public safety services Gilroy CA Junior Library Guild Bids Team [email protected] (800) 325-9558 Print Books Plain City OH KELLAR EQUIPMENT CY KELLAR [email protected] (909) 795-5500 Equipment Sales and Leasing Yucaipa CA Keyser Marston Associates, Inc. Kimberly Heaton [email protected] (415) 398-3050 Real Estate and Economic Consulting San Rafael CA Ladayu Consulting Group Oranos Mekwian [email protected] (310) 968-7263 Civil engineering consulting Palos Verdes Estates CA Method Automation Services Inc. Paul Konieczny [email protected] (724) 227-0711 Ext: 301 Business processes automation New Kingston PA Modern Misting Systems Ryan Risk [email protected] Outdoor misting systems Palm Desert CA MOHAWK COMMERCIAL INC Derek Carnes [email protected] (706) 622-6228 Flooring coverings Calhoun GA NCH CORPORATION TONI BOYD [email protected]
Manufacturer & distributor of chemicals & lubricants,
water treatment (including boilers, cooling towers &
closed loop systems, drain treatment, odor control,
janitorial chemicals, pesticides, & specialty chemicals. Irving TX ODP Business Solutions, LLC Cathe Collins [email protected] (760) 347-8554 Supplies, products, and technology solutions Signal Hill CA OEM Materials & Supplies Jake Shaw [email protected] (714) 564-9600 Ext: 2226 Shipping & Packaging materials and supplies. Santa Ana CA Outdoorlink Inc Dave Ramirez [email protected] (813) 758-7762 Outdoorlink Smart Controllers Huntsville AL Pacific Products and Services LLC Anthony Ribas [email protected] (800) 320-3230 Traffic control equipment, finished street signs, cones, delineators, barricades, safety apparel Anaheim CA
Partners In Diversity, Inc. Arlene Apodaca [email protected] (626) 793-0020 Administrative, financial, IT, and professional staffing, ensuring we provide the right talent to help businesses thrive. Santa Fe Springs CA
PlanIT Print Works Samantha Wright [email protected] (949) 207-8269 Printing services Palm Desert CA Poolweb, LLC Norma Martin [email protected] Swimming pool equipment, supplies and parts Palm Desert ME Premier Marketing MC Inc Ciraci Frank [email protected] (248) 534-3960 Marketing and branding products and services Dana Point CA propertyworx LLC Penny Maus [email protected] (760) 845-8194 Real Estate and Land Use Consulting Services  San Diego CA Qualified Mobile, Inc. Don Cremer [email protected] (951) 549-8383 Fleet washing and hard surface industrial power
washing, steam cleaning services.  Norco CA
RCR Traffic Specialist Allison Hill [email protected] Equipment Sales and Rentals Los Alamitos CA RKA Consulting Group Denise Stevenson [email protected] (909) 594-9702 Engineering services, including civil engineering design, construction management, land surveying, traffic
engineering, and development plan review. Walnut CA
sam's handyman service llc samuel galvan [email protected] General construction, renovation, drywall, tile, cabinets, Painting, doors, windows, framing. Coachella CA
SEPCO Solar Electric Power Company Stephanie Holloran [email protected] (772) 220-6615 Manufacturer of solar lighting and remote power
systems  Colton CA
Signarama Palm Desert Jeff Gradt [email protected] Sign manufacturing and installation Palm Desert CA Sirena Media LLC Silvia Santilli [email protected] (786) 468-3326 Training videos, public service announcements (PSAs),
and public awareness campaigns. North Bay Village FL
Snaphook Hockey and Figure Ted Genereux [email protected] Sales of Golf Course Products Rancho Mirage CA Southstar Engineering & Consulting, Inc. Patrick Evans [email protected] Engineering Services Riverside CA Sparkle Genius LLC Mansoor Wali [email protected] Staffing and consulting service Henrico VA Star Retail Advisors Todd Star [email protected] (310) 892-9732 Real estate advisory firm. Calabasas CA Strategic Amelioration LLC Mary Tadros [email protected] (407) 476-3266 Project Management, Financial Analysis, Marketing
Strategy & Implementation, Advertising, Business
Consultation, Business Coaching, Mental Health
Coaching Orlando FL
Terracon Consultants, Inc. Mark Mourey [email protected] (909) 824-7311 Engineering consulting firm providing environmental,
geotechnical, materials services, and facilities. Colton CA THE CONVERSE PROFESSIONAL GROUP, dba Converse Consultants Eileen Donovan [email protected] (626) 930-1265 Environmental and geotechnical services, as well as
materials testing and inspection services. Redlands CA
The Public Group Heather Whatcott [email protected] (801) 932-7000 Ext: 415 Auction services Provo UT Tullis Strategic Solutions LLC Gregory Tullis [email protected] IT Professional Services, Software Development, AI
Development and Integration Bowie MD
Urban Accounting & Consulting Liberty Urban [email protected] Accounting and consulting services Indio CA US Bus Charter & Limo DBA: US Coachways, Inc Edward Telmany [email protected] Ground travel passenger transportation services Holmdel NJ Vector Resources, Inc. dba VectorUSA Scott Shiffer [email protected] (909) 552-5300 Technology solution provider Rancho Cucamonga CA 315
316
FY 2024/25
Contractor Prequalification List
7/1/2024 - 2/11/2025
Vendor Services City State

ACCO ENGINEERED SYSTEMS INC
C-4 - BOILER, HOT WATER HEATING AND STEAM FITTING
C20 - WARM-AIR HEATING, VENTILATING AND AIR-CONDITIONING C36 - PLUMBING
C38 - REFRIGERATION
C10 - ELECTRICAL

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C42 - SANITATION SYSTEM
C16 - FIRE PROTECTION Pasadena CA
AEA Plumbing, Inc.

C36 - PLUMBING
B - GENERAL BUILDING Indio CA
ALS Construction & Renovation B - GENERAL BUILDING Pacific Grove CA Asphalt, Fabric & Engineering, INC.

A - GENERAL ENGINEERING
C-61 / D12 - SYNTHETIC PRODUCTS

B - GENERAL BUILDING
C27 - LANDSCAPING Signal Hill CA
Best Contracting Services, Inc.

C39 - ROOFING

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C43 - SHEET METAL
C17 - GLAZING Gardena CA
Capital Building Services, Inc. B - GENERAL BUILDING Rancho Mirage CA Century Paving Inc.

C12 - EARTHWORK AND PAVING

A - GENERAL ENGINEERING
C32 - PARKING AND HIGHWAY IMPROVEMENT
C-61 / D12 - SYNTHETIC PRODUCTS La Mirada CA
Chrisp Company

A - GENERAL ENGINEERING
C13 - FENCING
C32 - PARKING AND HIGHWAY IMPROVEMENT Fremont CA

CMIP LLC

A - GENERAL ENGINEERING
B - GENERAL BUILDING Lanscaster CA
CMWILLIAMSON ENGINEERING CORPORATION A - GENERAL ENGINEERING Palm Desert CA Color New Co
C33 - PAINTING AND DECORATING
B - GENERAL BUILDING Woodland Hills CA
Contera Construction Corporation

A - GENERAL ENGINEERING
C12 - EARTHWORK AND PAVING
B - GENERAL BUILDING Temecula CA
Del's Flooring Contractors Inc
C15 - FLOORING AND FLOOR COVERING
C54 - TILE (CERAMIC AND MOSAIC) Palm Desert CA
Eagle Eye Demolition, Inc C21 - BUILDING MOVING, DEMOLITION La Verne CA EBS General Engineering, Inc. A - GENERAL ENGINEERING Corona CA Empyrean Plumbing, Inc.

C36 - PLUMBING
C34 - PIPELINE

B - GENERAL BUILDING
C-2 - INSULATION AND ACOUSTICAL Riverside CA
Ewing Painting Inc C33 - PAINTING AND DECORATING Beaumont CA Farley Interlocking Pavers C-61 / D06 - CONCRETE RELATED SERVICES Palm Desert CA

FLOOR TECH AMERICA, INC
C15 - FLOORING AND FLOOR COVERING
C-61 / D34 - PREFABRICATED EQUIPMENT Pomona CA
Fluoresco Services, LLC
C10 - ELECTRICAL
C45 - ELECTRICAL SIGNS
C-61 / D42 - NON-ELECTRICAL SIGN INSTALLATION Tucson AZ Fox Company Electric, LLC C10 - ELECTRICAL Desert Hot Springs CA GA Technical Services, Inc.

C-7 - LOW VOLTAGE SYSTEMS
C10 - ELECTRICAL
B - GENERAL BUILDING Glendora CA
Garland / DBS, Inc. B - GENERAL BUILDING Cleveland OH
HORIZON PROFESSIONAL LANDSCAPE INC C27 - LANDSCAPING Coachella CA Mariposa Landscapes, Inc.

C27 - LANDSCAPING

A - GENERAL ENGINEERING
C-61 / D49 - TREE SERVICE
C31 - CONSTRUCTION ZONE TRAFFIC CONTROL Irwindale CA
Nationwide Construction Inc

B - GENERAL BUILDING
C33 - PAINTING AND DECORATING San Bernardino CA
Oakview Constructors, Inc.

B - GENERAL BUILDING
C-8 - CONCRETE Calimesa CA
Paul Davis Restoration of Greater Palm Springs B - GENERAL BUILDING Palm Desert CA 317
FY 2024/25
Contractor Prequalification List
7/1/2024 - 2/11/2025
Pixabytes Solutions Inc C-7 - LOW VOLTAGE SYSTEMS Calexico CA Pro-Craft Construction, Inc.

C36 - PLUMBING
C34 - PIPELINE

B - GENERAL BUILDING
C42 - SANITATION SYSTEM
C-2 - INSULATION AND ACOUSTICAL

A - GENERAL ENGINEERING
C16 - FIRE PROTECTION Redlands CA

R DEPENDABLE CONST INC B - GENERAL BUILDING
R&R B Inc DBA Servpro of Palm Springs/Indio/Coachella/Indian Wells/La Quinta

B - GENERAL BUILDING
C22 - ASBESTOS ABATEMENT (Check DOSH Asbestos Registration) C-61 / D64 - WATER/FIRE/MOLD REMEDIATION Chino CA
Reed Family Enterprises, Inc. B - GENERAL BUILDING Temecula CA Sign Factory, Printing & Office Equipment, Inc.

C-61 / D42 - NON-ELECTRICAL SIGN INSTALLATION
C45 - ELECTRICAL SIGNS
C10 - ELECTRICAL
B - GENERAL BUILDING El Centro CA
Sky Construction Services Inc
C12 - EARTHWORK AND PAVING
C-61 / D63 - CONSTRUCTION CLEAN-UP Rancho Mirage CA
Socal Electrical and Lighting Inc C10 - ELECTRICAL Palm Desert CA St. Francis Electric, LLC.

A - GENERAL ENGINEERING
C10 - ELECTRICAL San Leandro CA
stallworth construction and management corp B - GENERAL BUILDING Palmdale CA STREETLIGHT RESTORATION SPECIALISTS, INC.

C-61 / D64 - LIGHTPOLE RESTORATION
C33 - PAINTING AND DECORATING Simi Valley CA
The Machado Environmental Corp. C20 - WARM-AIR HEATING, VENTILATING AND AIR-CONDITIONING Glendale CA The Van Dyke Corporation
C20 - WARM-AIR HEATING, VENTILATING AND AIR-CONDITIONING C34 - PIPELINE
C36 - PLUMBING
A - GENERAL ENGINEERING 29 Palms CA
Three Peaks Corp

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C33 - PAINTING AND DECORATING
C10 - ELECTRICAL Calimesa CA
Tri-Star Contracting II, Inc. A - GENERAL ENGINEERING Desert Hot Springs CA Vector Resources, Inc. dba VectorUSA
C-7 - LOW VOLTAGE SYSTEMS
C10 - ELECTRICAL

B - GENERAL BUILDING
C-61 / D56 - TRENCHING ONLY Torrance CA
Vintage Landscape

A - GENERAL ENGINEERING
C27 - LANDSCAPING La Quinta CA
VM Pool Services & Repair
C-61 / D35 - POOL AND SPA MAINTENANCE
C53 - SWIMMING POOL Indio CA
VSC Incorporated

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C10 - ELECTRICAL Corona CA
Wright Construction Engineering Corp. A - GENERAL ENGINEERING San Marcos CA 318

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: February 27, 2025
PREPARED BY: Veronica Chavez, Director of Finance
SUBJECT: AMENDMENT NO. 2 TO CONTRACT NO. C39690 LEASE AGREEMENT

WITH DESERT RECREATION DISTRICT TO FACILITATE NECESSARY

BUILDING IMPROVEMENTS AT PALM DESERT COMMUNITY CENTER
RECOMMENDATION:

1. Approve Amendment No. 2 to Contract No. C39690, the Desert Recreation District Lease Agreement.

2. Authorize City Manager to execute said amendment upon approval by the City Attorney.

BACKGROUND/ANALYSIS:

Since 2016, the City of Palm Desert (City) and Desert Recreation District (DRD) have been working to update and improve the Palm Desert Community Center (43900 San Pablo Avenue).

The City owns the facility, and the DRD operates it according to a lease agreement that was effective January 1, 2020.

In June of 2023, the City Council approved Amendment No. 1 to the existing lease agreement allowing the City to provide a Tenant Improvement Allowance to fund DRD’s necessary improvements and amend the lease to include a bi-annual lease payment to recover costs plus interest associated with the tenant improvements, as well as extend the term to 35 years to accommodate the repayment of the allowance.

The original project schedule anticipated completion by October 2024. On October 3, 2024, the City was notified that Substantial Completion was expected by October 21, 2024, after which the contractor would begin demobilization.

Soon after, delays occurred due to unexpected inspection requirements from the Fire Marshal, which differed from the previously approved stamped plans. Both the contractor and DRD have communicated challenges in completing the fire inspection process, as well as the limited availability of the Fire Marshall during the holiday season causing further delay to progress.

Due to these delays, an amendment is necessary to grant DRD an additional six months to submit its final reimbursement request from the Tenant Improvement Allowance (TIA). As a result, all reimbursement requests must be submitted no later than April 1, 2025 with repayment set to begin July 1, 2025.

All other terms of the contract will remain in effect.

Legal Review:

This report has been reviewed by the City Attorney’s Office. 319
City of Palm Desert
Amendment No. 2 to C39690 DRD Lease Agreement

FINANCIAL IMPACT:

The change in lease terms will include a lease payment from DRD in accordance with the agreed upon terms. The improvements at the Palm Desert Community Center qualify for the intended use of funds pursuant to the Bond Proceeds Funding Agreement and therefore will not adversely impact the General Fund.

ATTACHMENTS:

1. C39690 Executed Lease Agreement

2. Amendment No. 1

3. Amendment No. 2
320
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January 13, 2020
Mr. Kevin Kalman
General Manager
Desert Recreation District
45305 Oasis Street
Indio, California 92201
Dear Pd+ i: rJ a
Subject: Contract No. C39690 - Lease Aareement for the Palm Desert Communitv Center Buildinq Located at 43900 San Pablo
Avenue ( APN 622- 250- 0161
At its regular meeting of December 12, 2019, the Palm Desert City Council, by Minute Motion, authorized: 1) Mayor to execute subject Lease Agreement befinreen the City of Palm Desert and Desert Recreation District; 2) City Attorney to make non- substantive changes to the Agreement prior to final execution.

Enclosed is a fully executed Lease Agreement for your records. If you have any questions or require additional information, please do not hesitate to contact us.

Sincerely,
RACHELLE D. KLASSEN, MMC

CITY CLERK
RDK/ mgs
Enclosure ( as noted)
cc/ enc: Ryan Stendell, Director of Community Development Finance Department
iJ' , .,,_, a•:>
321
CONTRACT N0. C39690

LEASE AGREEMENT
THIS LEASE AGREEMENT (" Lease") is entered into as of January 1, 2020 (" Term Commencement Date"), hy and between the CITY OF PALM DESERT, a California municipal corporation (" Lessor") and the DESERT RECREATION DISTRICT, a California special district Lessee"). L,essor and Lessee are sometimes referred to individually as " Party" and collectively as Parties."

RECITAI, S
WHEREAS, Lessee previously owned certain real property in the City of Palm Desert, California, cansisting of two (2) parcels of approximately thirty two ( 32) acres, including a recreation building and other improvements (" District Property"); and, WHEREAS, the City or Palm Desert and the former Redevelopment Agency own a civic center site of approximately sixty three ( 63) acres on the northeast corner of Fred Waring Drive and San Pablo Avenue (" Civic Center Property"); and, WHEREAS, pursuant to an Exchange Agreement and Transfer lnstructions dated October 13, 1988, an Agreement for Cooperation dated October 13, 1988, and a Lease Agreement dated 1990, Lessee conveyed District Property to Lessor as consideration for the continued lease of operational facilities for Lessee on the Civic Center Property and a long term lease of a community recreation building constructed by Lessor for Lessee on the Civic Center Property (" Palm Desert Community Center"); and,
WHEREAS, the leased premises are located at 43900 San Pablo Avenue, Palm Desert, California 92260 (" Premises"), as legally described in Exhibit " A" attached hereto and incoiporated herewith, and include all improvements located thereon, including capital improvements to the Premises as of the Term Commencement Date and as added or upgraded pursuant to the provisions of this Lease, including the City Improvements a5 defined in Section 5. 2, along with the existing recreation building with dressing and activity rooms, reception area, storage, other usable space, and associated landscaping (" Improvemen[ s"); and, WHEREAS, the Parties now wish to provide for the amendment and extension of their previous lease agreement and address future improvements and ongoing repairs to the Premises on the terms and conditions set forth in this L.ease; and, WHEREAS, upon the terms and conditions set forth hereinafter, Lessor desires ta lease the Premises to Lessee, and Lessee desires to lease the Premises from Lessor for the specific use and purpose of providing a recreation center(" Specific Use"); and, NOW THLRLFOR, in consideration of the above recitals anci of the mulual covenants hereinafter contained and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Parties agree as follows:
72 00. 0091 G 32481443. I 1-
322
CONTRACT NO. C39690
ARTICLE 1

TERM OF LEASE

1. 1 Term. The " Term" of this Lease shall be twenty- five ( 25) years, commencing on January 20, 2020 ( the " Term Commencement Date") with an option to renew the Lease at the Parties' mutual discretion for five ( 5), five ( 5)- year terms, unless terminated earlier by Lessor or Lessee ( subject to terms herein).

1. 2 Date of Lease and Legal Effect. The terms, covenants, and conditions of this Lease shall become legally binding on the Term Commencement Date.

1. 3 Termination. The Parcies may not terminate this L.ease during the first twenty five ( 25) years of the Term or during any of the five ( 5)- year renewals. With a minimum six ( 6) months' notice either Party may terminate this Lease prior to any subsequent renewal date. This provision shall not apply in the event of a breach of the Lease or the mutual written agreement of the Parties.

ARTICLE 2
RENT

2. 1 Base Rent. During the term of this L.ease, Lessee shall pay to I.essor for each year from the Term Commencement Date One Dollar ($ 1. 00) (" Base Rent"). The Base Rent owing for lhe full term of the Lease shall be payable in advance of the Term Commencement Date.

ARTICLF, 3

USE OF PREMISES AND COMPLIANCE WITH I,AW

3. 1 Use and Continuous Operation Covenant. Lessor' s primary purpose for entering into this Lease is to provide for the operation of the Premises for the general public for the usual and customary services and facilities provided by the Desert Recreation District, including athletic facilities, recreational programs, and activities. Lessee shall routinely report to the City of Palm Desert' s Parks and Recreation Commission at its regular meetings, but not less than once a year, a schedule of the availability of all facilities and of all programs and activities to be conducted on the Premises, including the time, date, and duration of such programs and activities. The concept of wholesome, affordable family recreation shall be promoted. Should the Lessee wish to substantially change programs and activities available at the facility, Lessee will provide Lessor an explanation of the changes desired and agrees to meet and confer with Lessor with the goal of mitigating any Lessor concerns regarding those desired changes.

3. 2 Fees and Char The Lessee shall be responsible for setting fees and charges for participation in its various programs and activities conducted on the Premises or for use of the Premises provided. lt is the Lessor' s and Lessee' s goal to permit participation by all socio- economic groups in the programs and activities conducted on the Premises. Reasonable cost of operation shall include, but not be limited to, all direct or indirect costs, such as overhead and amortization of capital improvements as otherwise allowed by law. The Lessee' s schedule of fees under this Section

3. 2 shali be submitted to the Lessor for prior written approval and any substantial changes to or 7zsoo. ar ie? ax iaa3. i 2-
323
CONTRACT NO. C39690
deviations from such schedule thereafter must be approved in writing by the Lessor. essor' s consent to any fees or charges will not be unreasonably withheld.

3. 3 Reports and Records. The Lessee shall maintain accurate records of the costs and revenues associated with operation of the Premises and the various programs and activities conducted on the Premises. Such records shall be available to Lessor for inspection upon request.

3. 4 Parkin. The Lessor shall make available and maintain at acceptable standards sufficient public parking to serve the Premises within the Palm Desert Civic Center area, specifically including handicapped and bicycle parking. Lessee acknowledges it does not have exclusive use of the entire parking area.

3. 5 Compliance with Law. Except as otherwise provided in Section 3. 5. 1 and Article 5 hereof as Lessee' s specific obligations, L,essee, at Lessee' s expense, shall promptly comply with all present and future laws, ordinances, orders, rules, regulations, and requirements of all governmental authorities having jurisdiction affecting the Premises ( or the cleanliness, safety, occupancy, and use of the same), whether or not any such law, ordinance, order, rule, substantial or unforeseen, or ordinary or extraordinary, or shall necessitate structural changes of the Improvements or interfere with the u e and enjoyment of the Premises. lf any governmenlal license or permit shall be required for the proper and lawfiil conduct of the Premises, Lessee shall procure and thereafter maintain such license or permit at its sole cost and expense and shall submit the same for inspection by Lessor.

3. 5. 1 Notwithstanding the provisions of Section 3. 5, the Parties acknowledge that the Premises require a new roof and HVAC system, and repair of the Foundation. Lessor will be responsible for the cost of such major repairs, as provided in Article 5, below. The provisions of Section 3. 5 shall not be construed to require Lessee to make those City Improvements at its expense.

3. 6 Hazardous Substances. Lessee shall ensure that there shall not be kept, used, or sold in, upon or about the Premises any hazardous or toxic materials, chemicals, gasoline, petroleum distillate or other petroleum products, or any other substance or material of any explosive, infla nmable, hazardous, toxic, or radioactive nature which may endanger or damage any part of the Premises, its occupants or invitees, or present any unusual fire, explosion or other damaging or dangerous hazard, or present the possibility of contamination by toxic or hazardous waste.

3. 7 Nondiscrimination. Lessee covenants and agrees for itself, its agents and assigns, and all persons or entities claiming under or through it and this Lease is made and accep[ ed upon and subject to the following conditions:

That there shall be no discrimination against or segregation of any person, or group of persons on account of any basis listed in subdivision ( a) or ( d) of Section 12955 of the Government Code, as those bases are defined in Sections 12926, 12936. 1, subdivision ( m) and paragraph ( 1) of subdivision p) of Section 12955 and Section 12955. 2 of the Government Code, in the leasing, subleasing, transferring, use, occupancy, tenure or enjoyment of the Premises nor shall the Lessee, itself or any person claiming under or through it, establish or permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy, of lessees, sublessees, sublessee or vendees in the Premises. 72500. 00916L32481443.{ 3-
324
CONTRACT NO. C39690

3. 8 Liens. Lessee shall keep the Premises, including the Improvements, and the urn ture, fixtures and equipment (" FF& E") and any and all parts thereof, free from any and all liens arising out of any work performed, materials furnished or obligations incurred by or for Lessee, and agree to cause to be discharged of record any mechanics' or materialmen' s lien within twenty ( 20) calendar days after the lien has been fled or within ten ( 10) calendar days after receipt of written request from Lessor, whichever shall be the sooner. Lessee shall give Lessor at least fifteen ( 15) calendar days written notice prior to commencing or causing to be commenced any work on the Premises ( whether prior or subsequent to the commencement of the Term), so that Lessor shall have reasonable opportunity to file and post notices of non-responsibility for Lessee' s work. Lessor• may condition its consent to work upon Lessee posting lien and material and/ or completion bonds in amounts as may be necessary to cover the anticipated cost of such work and potential overruns. Lessee shall reimburse I.essor for any and all costs and expenses which may be incurred by Lessor by reason of the filing of any such liens and/ or removal of same, such reimbursement to be made within ten (] 0) calendar days after receipt by Lessee from Lessor of a statement setting forth the amount of the costs and expenses.

3. 9 CASp Disclosure. L,essee caused the Premises to be inspected by a Certified Access Specialist (" CASp") ( as defined in California Civil Code section 1938) in 2011 and will cause an additional inspection during 2019.

ARTICLE 4

OWNERSHIP OF IMPROVEMENTS
During the Term of this Lease, all Improvements and FF& E that are provided by Lessee or purchased or paid for by Lessee shatl remain the property of Lessee. During the Term of this Lease, all Improvements and FF& E that are provided by Lessor or purchased or paid for by Lessor sh ll remain the property of Lessor.

ARTICLE 5

EXPENSES AND IMPROVEMENTS

5. 1 Pavment of Expenses. Lessee shall pay all of the costs and expenses for the operation, management, and maintenance of the Premises. Such expenses shall include, without limitation, the following: (i) expenses incurred by Lessee in connection with the Premises for general maintenance, painting, lighting, cleaning, security, fire protection; ( ii) subject to Section 3. 5. 1 and this Article, all charges, surcharges and other levies imposed by, and all costs ( whether or not capital in nature) of compliance with the requirements of any federal, state, or local governmental agency reguiating use of the Premises; and ( iii) the actua! cost of minor repairs to the Premises. As used herein, " minor repairs" means those repairs excluding the replacement of the roof, HVAC system, and repair of the Foundation as provided in Section 5. 2 below, and includes interior modifications to impmve the ability to provide recreati nal ervices. Min r re airs ftirther include those needed for the ongoing upkeep and maintenance of the Premises after completion of Lessor' s City Improvements.

5. 2 City Improvements. Lessor shall fund the following necessary major improvements and repairs to the Premises: replacement of the entire roof and associated repairs; replacement of the HVAC and associated ducting; and repair of the Foundation as determined to be necessarily 72500.( 916 3248{ 44. 1
325
CONTRACT NO. C39690
structurally (" City Improvements"). The repairs to be done by Lessor must either occur be o e or at generally the same time as those to be performed by Lessee.

5. 3 District Improvements. Lessee may design and fund a new front lobby, reconfigured weight room and office area, and a new preschool area to the rear of the Premises with an enclosed play area (" District Improvements"). As part of such work, Lessee may request and Lessor shall grant an additional area of the Civic Center Property and Exhibit " A" shall be amended accordingly.

5. 4 Improvements Project. The Parties agree that economic efficiency and continued service to the public support the performance of both City and District Improvements as one project Project"), with one bid process and prime contractor. Lessor and Lessee each will bear its own costs. Lessee shall he the lead agency for the design and construction of the City and Di trict Improvements and repairs provided in Section 5. 2 and 5. 3 as set out in Exhibit " B" attached and incorporated as if fully set forth herein.

ARTICI, E 6

MAINTENANCE OF LEASED PREMISES

6. 1 Lessee' s Obligations for Maintenance.

6. 1. 1 Lessee' s Obli at i,_ ons. Lessee shall be responsible for minor repairs, herein described as " District Improvements," at Lessee' s expense without cost to Lessor, and shall maintain in good order, condition, quality, and repair, the Premises and every part thereof, and any and all appurtenances thereto wherever located, and all other repairs, replacements, renewals, and restorations, ordinary and extraordinary, foreseen and unforescen.

6. 1. 2 Standard of Maintenance. Subject to Section 3. 5. 1, Lessee shall keep and maintain the Premises, including the Improvements thereon, and all FF& E, in a clean, sanitary, and safe condition in accordance with the laws of the State of California and in accordance with all directions, rules, and regulations of the health officer, Fire Marshal, building inspector, or other property officials of the governmental agencies having jurisdiction, and Lessee shall comply with all requirements of laws and ordinances affecting the Premises and the Improvements, all at the sole cost and expense of Lessee. At the time of the expiration of the tenancy created herein, Lessee shall surrender the Premises and the Improvcments thereon in the same order, condition, and repair as when received, reasonable wear and tear excepted.

6. 1. 3 Lessor' s Substitute Performance. In the event Lessee fails, refuses, or neglects to commence and complete promptly and adequately any of Lessee' s obligations pursuant to this Section, or to remove any lien, to pay any cost or expense relating to the matters described in Section 3. 8, Lessor may, but shall not be required to, make or complete any such repairs, remove such lien, or pay such cost and expense, and Lessee shall reimburse Lessor for all costs and expenses of Lessor thereby incurred within fifteen ( 15) calendar days after receipt by Lessee from Lessor of a statement setting forth the amount of such costs and expenses which shall be deemed to be additional rent and subject to the same consequences as herein provided for failure to pay rent. If reasonably possible under the circumstances, Lessor shall give Lessee written notice fifteen ( 15) calendar days. prior to commencement of any substitute performance. Any failure by Lessor to give such notice, however, shall not prejudice Lessor' s rights hereunder or alter Lessee' s obligations soo. cxx i zas iaa3. 5-
326
CONTRACT NO. C39690
hereunder. Lessor' s rights and remedies shall be in addition to any and all o[ her rights an emecT ies
provided under this Lease or at law.

6. 2 Lessor' s Obligations For Maintenance. Lessor shall maintain, repair, and replace the parking areas located adjacent to the Premises.

ARTICLE 7

INSURANCE AND INDEMNITY

7. 1 Lessee' sInsurance.

7. 1. 1 Types. Lessee, at no cost and expense to Lessor, shall procure and keep in full force and effect during the Term or cause to be procured and kept in full force and effect for the mutual benefit of Lessor and Lessee, insurance policies or self-insurance meeting the minimum requirements set forth below or such greater requirements that are generally obtained from time to time for properties, improvements, activities, and operations similar to those on the Premises in thc Southern California area.

Commercial general liability insurance with respect to the Premises and the operations of or on behalf of Lessee or its agents, officers, directors, and employees in, on or about the Premises in an amount not less than Three Million Dollars ($ 3, 000, 000) per occurrence combined single limit for bodily injury, personal injury, death and property damage, Three Million Dollars ($ 3, 000, 000) in aggregate subject to such increases in amount as Lessor may reasonably require from time to time.

Coverage shall include, but not be limited to personal injury liability, premises and operation, blanket contractual, cross liability, severability of interest, broad form property damage, and independent contractors. Lessee shal] cause Lessor and its officers, employees, and agents to be named as additional insureds on such policy or policies.

Worker' s compensation coverage as required by the laws of the State of California together with employer' s liability coverage.

With respect to the Improvements, FF& E, and other items of personal property located on or in the Premises, insurance against fire, flood, extended coverage, vandalism and malicious mischief, and such other additional perils, hazards and risks as now are or may be included in standard " all risk" forms in general use in Riverside County, California, for an amount equal to not less than the full current actual replacement cost thereof.

Such insurance shall include endorsements for the leasehold improvements, inflation coverage, plate glass, business interruption, sprinkler leakage and changed conditions. Lessor shall be an additional insured under such policy or policies and such insurance shall contain a replacement cost endorsement.

Standards. All policies of insurance required to be carried by Lessee under this Lease shall be written by responsible and solvent insurance companies authorized to do business in the State of California and rated no less than A V1I by A. M. Best' s Key Rating Guide. With Lessor' s prior written approval of the insurance coverage, any insurance required of Lessee hereunder may be fumished by Lessee under any blanket policy carried by Lessee. A copy of each paid- up policy evidencing such insurance (appropriately authenticated by the insurer) or a certificate of the insurer if approved by Lessor}, certifying that such policy has been issued, providing the coverage 72500. 00916 3348 I 3. 1 6-
327
CONTRACT NO. C39690
rcquired by this Section and containing provisions specificd herein, shall be delivered to Lessor p or
to the date Lessee is given possession of the Premises or as Lessor may otherwise require, and upon renewals, not less than thirty ( 30) days prior to the expiration of such coverage. Lessor may, at any time, and from time to time, inspect andlor copy any and all insurance policies required to be procured by Lessee hereunder. In no event shall the linnits of any policy be considered as limiting the liability of Lessee under this Lease.

Specific Provisions in Policy. Each policy evidencing insurance required to be carried by Lessee pursuant to this Article shall contain the following provisions or clauses:
a provision that the insurer will not cancel or materially change the coverage provided by such policy without frst giving Lessor thirty (30) days prior written notice; and a waiver by the Lessce' s insurer of any right to subrogation against L,essor, its agents, employees or representatives which arises or might arise by reason of any payment under such policy or policies or by reason of any act or omission of Lessor, its agents, employees or representatives.

If the services provided in relation to this Agreement relate in any way to minors, then this policy shall also include an endorsement for abuse and sexual molestation covering damages arising out of actual or threatened physical abuse, mental injury, sexual molestation, ncgligent: hiring, employment, supervision, investigation, reporling to proper authorities, and retention of any person for whom Lessee is responsible including, but not limited to, its employees and volunteers. Coverage shall be written on an occurrence basis in an amount of not less than 1, 000, 000 per occurrence, with an annual aggregate limit not less than 3, 000, 000.

Primary/ noncontributing. Coverage provided by Lessee shall be primary and any insurance or self-insurance procured or maintained by Lessor shall not be required to con[ribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of Lessor before the Lessor' s own insurance or self- insurance shall be called upon to protect it as a named insured.

Enforcement of contract provisions ( non estoppel). Lessee acknowledges and agrees that any actual or alleged failure on the part of the Lessor to inform Lessee of noncompliance with any requirement imposes no additional obligations on the Lessor nor does it waive any rights hereunder.

Prohibition of undisclosed coverage limitations. None of the coverages reyuired herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to Lessor and approved of in writing.

Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Lessee' s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer' s limits of liability. The policy(ies) shall not contain any cross- liability exclusions. 72500. 0091613Z4A 1443. 1 7-
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Pass Through Clause. Lessee agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Lessee, provide the same minimum insurance coverage and endorsements required of Lessee. Lessee agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. I.essee agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to Lessor for review.

Self-insured retentions. Any self-insured retentions must be declared to and approved by Lessor. Lessor reserves the right to require that self- insured retentions be elinunated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by Lessor.

Additional insurance. Lessee shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection. Lessee' s personal property, fixtures, equipment, inventory and vehicles are not insured by Lessor against loss or damage due to fire, theft, vandalism, rain, water, criminal or negligent acts of others, or any other cause.

L.essor' s Substitute Performance. In the event that Lessee fails to procure, maintain andlor pay for at the times and for the durations specified in this Section 7. 1, any insurance reyuired by this Section, or fails to carry insurance required by law or governmental regulation, Lessor may but without obligation to do so) at any time or from time to time, after 3 days written notice to Lessee, procure such insurance and pay the premiums therefor, in which event Lessee shall repay Lessor all sums so paid by Lessor together a 10% handling charge, plus interest thereon as provided elsewhere herein, within fifteen ( 15) days following Lessor' s written demand to Lessee for such payment.

Covenant to Indemnify and Hold Harmless. Lessee shall indemnify, defend, protect and hold harmless Lessor, its officers, public officials, contractors, volunteers, attorneys, agents and employees, and save them from and against any and all claims, actions, losses, damages, liabilities, and expenses, including attorneys' fees, in connection with the loss of life, bodily injury and/or damage to property arising from or out of or in connection with any occurrence in, upon or at the Premises, or the occupancy or use by Lessee of the Premises or any part thereof, or arising from or out of Lessee' s failure to comply with any provision of this Lease or otherwise occasioned wholly or in part by any act or omission of Lessee, its officers, public officials, contractors, volunteers, attorneys, Agents and employees, servants, invitees or licensees, excepting that the foregoing indemnification and hold harmless provision shall not apply in the event of any uninsured willful or actively negligent misconduct on behalf of Lessor or any of its agents, representatives, or employees, or in the event any such claims, actions, losses, damages, liability, eosts, or expenses arise out of a breach by Lessor af its obligations under this Lease. 7250U. 00916 32481 A43. 1 g329
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If Lessor is madc a party to any litigation commenced by or against Lessee, rF-' t en Lessee shall indeiruufy, protect, defend and hold Lessor harrriless and shall pay all costs, expenses and reasonable attorneys' fees incurred or paid by Lessor in connection with such litigation. Lessor may, at its option, require Lessee to assume Lessor' s defense in any action covered by this Section 7. 2 through counsel selected by Lessor and reasonably satisfactory to Lessee. Except for that arising from the failure to make major repairs as defined herein, Only as provided in this Lease, Lessee, as a material part of the consideration to Lessor, hereby assumes all risk of damage to property or injury to persons in, upon or about the Premises and Improvements from any cause whatsoever, and Lessee hereby waives all its claims in respect thereof against Lessor excepting only damage or injury arising out of( i) the uninsured willful or actively negligent misconduct of Lessor or any or its, public officials, contractors, volunteers, attorneys, agents and empioyees, or (ii) a breach by Lessor of its obligations under this Lease.

Waiver of Subrogation. Each party hereto does hereby waive, remise, release and discharge the other party hereto and any officers, public offici ls, contractors, volunteers, attorneys, agents and employees of such other party, of and from any liability whatsoever hereafter arising from ioss or damage for which Lessee has purchased a policy of" all risk" insurance. Lessee shall, upon ahtaining the policy of" all risk" insurance required hereunder, give notice to the insurance carrier or cacriers that the foregoing mutual waiver of subrogation is contained in this L,ease.

Exemption of Lessor from Liability. Except as provided herein and as arising fi•om the failure to makc major repairs, L,essor shall not be liable for injury or damage to the person or goods, wares, merchandise or other property of Lessee, Lessee' s officers, public officials, contractors, volunteers, attorneys, agents and employees, invitees, customers, or any other person in or about the Premises, whether such damage or injury is caused by or results from fire, steam, electricity, gas, water or rain, or from the breakage, leakage, obstruction or other defects of pipes, fire sprinklers, wires, appliances, plumbing, air conditioning or lighting fixtures, or from any other cause, whether said injury or damage results from conditions arising upon the Premises, from other sources or places, and regardless of whether the cause of such damage or injury or the means of repairing the same is accessible or not.

ARTICLE 8

UTILITY CHARGES
Lessee shall pay all charges for gas, water, sewer, electricity, telephone, security and other utility services used on or in the Premises together with any taxes or penalties thereon.

ARTICLE 9

ALTERATIONS AND ADDITIONS
Without Lessor' s prior written consent, which consent may be withheld or granted in Lessor' s sole discretion, except as provided in Articles 5 or 6 or as needed to make minor repairs as required under this Lease, Lessee shall not have the right to make major changes or alterations to the Premises or the Improvements whether structural or non- structural, systemic or non- systemic. If Lessor approves any alterations or additions, then before the commencement of any work, Lessee shall pay the amount of any increased premiums on insurance policies provided for hereunder.

Except as otherwise provided in Article 5, Lessor shall in no event be required to make any 72500.( x 16 32481443. 1 9-
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alterations, rebuilding, replacement, changes, additions or improvements or repairs to the remes.

If Lessee wishes to make any alteration or addition, or make any repairs to the Premises which would result in an alteration or addition to the Premises not otherwise addressed in this Lease, Lessec shall submit to Lessor for its approval documentation which describes the desired repairs, including floor plans, building sections, building materials and components, samples of proposed exterior building materials, and the like, to the extent relevant to the particular repair. All changes, alterations, rebuilding, replacements, additions, improvements and repairs to the Premises made by Lessee shall be deemed to have attached to the realty and to have become the property of Lessor upon thc expiration of the Term or the sooner termination of this Lease.

ARTICLE 10
DAMAGE OR DESTRUCTION; CASUALTY LOSS AND RESTORATION

10. 1 Non- Termination. Except as provided herein, no destruction or damage to the Improvcments or the Premises by fire, windstorm, or other casualty whether insured of uninsured shall entitle Lessee to terminate this Leasc. Lessor and Lessee agree that the terms of this Lease shall govern the effect of any damage to or destruction of the Premises and the Improvements with respect to the termination of this Lease and hereby waive the provisions of any present or future statute to the extent it is inconsistent herewith.

10. 2 Repair of Damage.

0. 2. 1 Obli ation to Repair Dama e Due to Casualty Covered bY Insurance. If the Premises are partially destroyed or rendered partially un- leasable by fire or other casualty required to be insured against by Lessee, Lessee shall promptly proceed to obtain insurance proceeds. The Premises shall be deemed partially destroyed if the cost of reconstruction exceeds fifty percent ( 50°l0) of the replacement cost of the Improvements. Upon adjustment of the loss and delivery of funds, Lessor shall commence taking the steps necessary to begin reconstruction and shall complete the same as soon as possible so that Lessee may continue in occupancy.

10. 2. 2 Obligation to Repair Damage Due to Casualty Not Covered bv Insurance or Followin a Total Destruction. If the Premises are totally or partially destroyed or rendered wholly un- leasable by a casualty not required to be insured against by Lessee, then either Lessee or Lessor shall have the right to terminate this Lease. Lessee may provide alternative sites for the programs provided before thc loss so that they may continue to serve the residents of[ he City and Lessor shall provide reasonable compensation therefor.

10. 3 Continued Operations. During any period of repair, Lessee may, to the extent it is safe or Lessee is able to do so, continue, or cause the continuation of, the operation of its Specitic Use on the Premises and use of the Premises by the Lessee to the extent reasonably practicable.

However, irrespective of the continued operation during such period of repair, the rent and other charges payable hereunder shall not be deferred and shall not be abated. Upon completion of such repair and restoration, Lessee shall promptly refixture and restock the Improvements and all FF& E, if necessary, substantially to the condition prior to the casualty, or as otherwise required by this Lease, whichever is greater, and shall reopen if closed by the casualty.

10. 4 Assi nment of Insurance Proceeds. If for any reason this Lease is terminated by reason of a casualty, all insurance proceeds covering the Improvements, the Premises, or the FF& E, 72500. 1x 16 324814d3. 1
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and any personal property used in the operation of the Premises, shall be the property of Lessor, and Lessee hereby assigns such insurance proceeds to Lessor.

ARTICLE 11
ASSIGNMENT AND 5UBL TTING

11. 1 Lessor' s Consent Rec uired. Notwithstanding any provision herein to the contrary, Lessee agrees and covenants ( which covenants shall be binding upon the successors and assigns of Lessee) that Lessee shall not, eithcr voluntarily or by operation of law, assign, sell, encumber, pledge or otherwise transfer all or any part of Lessee' s leasehold estate hereunder, or permit the Premises to be occupied by anyone other than Lessee, Lessee' s employees or invitees, or sublet the Premises, or any portion thereof, without Lessor' s prior written' consent. No assignment, whether voluntary oiinvoluntary, by operation of law, under legal process or proceedings, by receivership, in bankruptcy, or othei•wise, and no subletting shall be valid or effective without such prior written consent, and at Lessor' s election, shall constitute a default. Lessor' s consent to any proposed transfer of Lessee' s leasehold estate will not be unreasonably withheld.

11. 2 Lessee Remains Obligated. No sublet ing or assignment, even with the consent of Lessor, shall relieve Lessee of its obligation to pay rent and to perform all of its other obligations hereunder. The acceptance by Lessor of any payment due hereunder from any person or entity other than Lessee shall not be construed as a waiver by Lessor of any provision of this Lease or as a consent to any assignment or subletting. Consent by Lessor to an a.Ssignment of the Lease or to a subletting of the Premises shall not operate as a waiver or estoppel to the future enforcement by Lessor of its rights pursuant to this Lease to approve other assignments or sublettings.

ARTICI, E 12

DEFAULT

12. 1 Events of Default. The word " default," as used in this Section, shall mean and include any one or more of the following events or occurrences:

12. 1. 1 The failure by Lessee to make any payment of Base Rent, additional rent, or other payment required to be made by Lessee hereunder, when due and the continuance of such failure for a period of ten ( 10) calendar days after Lessor has given Lessee written notice specifying the same;

12. 1. 2 The failure of Lessee to perform any other term, condition, covenant or agreement of this Lease not previously described, and the continuation of such failure for a period of thirty ( 30) calendar days after Lessor shall have given Lessee written notice specifying the same, or in the case of a situation in which the default cannot reasonably be cured within thirty ( 3U) calendar days, if Lessee shall not promptly, within thirty ( 30) calendar days after receipt of such notice, commence to remedy the situation by a means that can reasonably be expected to remedy the situation within a reasonable period of time, and diligently pursue the same to completion;

12. 1. 3 The abandonment by Lessee of the Premises or a substantial portion thereof;

12. 2 Remedies.
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12. 2. 1 General, ln the event of any default by Lessce, including the expirationo any applicable cure period, Lessor may terminate Lessee' s right to possession of the Premises by any lawful means, in which case this Lease tihall terminate and Lessee shall immediately surrender possession of the Premises to Lessor.

12. 2. 2 ln such event Lessor shall be entitled to recover from Lessee:

12. 2. 2. 1 The worth at the time of award of the unpaid rent which had been earned at the time of termination;

12. 2. 2. 2 1'he worth at the time of award of the amount by which the unpaid rent which would have been earned after termination until the time of award exceeds the amount of such loss that Lcssee proves could have been reasonably avoided; 122. 2. 3 The worth at the time of award of the amount by which the unpaid rent for the balance of the Term after the time of award exceeds the amount of such loss that Lessee proves could be reasonably avoided; and

12. 2. 2. 4 Any other amount deemed necessary and/ or allowable by applicable statute or decision ta compensate Lessor for all the detriment proximately caused by Lessee' s failure to perform its obligations under this L,ease or which, in the ordinary course of events, would be likely to result therefrom, including, but not limited to, the cost of recovering possession of the Premises, expenses of reletting, expenscs of restoring the Premises to the condition required hereunder ( if applicable), reasonable attorneys' fees, and any other reasonable costs.

12. 2. 2. 5 The " worth at the time of award" of the amounts referred to in the subparagraphs, above, shall be computed by allowing interest at a rate equal to ten percent ( 10%) from the dates such amounts accrued to Lessor until the date of payment by Lessee.

12. 3 Cumulative Remedies. Except as may be specifically provided herein, the rights and remedies reserved to Lessor and Lessee herein, including those not specifically described, shall be cumulative and, except as provided by California statutory or case law in effect at the time, either Lessor or Lessee may pursue any or all of such rights and remedies at the same time or otherwise.

12. 4 Lessor' s Non- Waiver. No delay or omission of Lessee or Lessor to exercise any right or remedy shall be construed as a waiver of any right or remedy or ofany default by Lessee or Lessor hereundei•. The acceptance by Lessor of rent or any other charge hereunder shall not be a waiver of any preceding breach or default by Lessee of any provision hereof, other than the failure of Lessee to pay the particular rent accepted, regardless of Lessor' s knowledge of such preceding breach or default at the time of acceptance of such rent, or a waiver of Lessor' s right to exercise any remedy available to Lessor by virtue of such breach or default. The acceptance of any payment from a debtor in possession, a trustee, a receiver or any other person acting on behalf of Lessee or Lessee' s etitate shall not waive or cure a default under this Section.

12. 5 Lessor' s Reentrv. Lessee hereby irrevocably consents to Lessor' s peaceable reentry, if Lessor so elects, to the Premises upon the occurrence of any of the events of default specified above, including the expiration of any applicable cure period.

12. 6 Lessor' s Advances. In the event of any default by Lessee in the payment of money or default by Lessee in the performance of Lessee' s obligations required under this Lease, and the zsoo. 00v as i aa. i 12-
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expiration of any period expressly provided for herein for Lessee to cure said default a tethe delivery of notice by Lessor, in addition to the other remedies herein granted to Lessor, Lessor may, but shall not be obligated to do so, and without waiving or releasing Lessee from any obligations of this Lease make any payment and perform any other act on Lessee' s part to be made or performed as provided in this Lease. All sums paid by Lessor and all necessary incidental costs, together with interest thereon at the rate of ten percent ( 10%) per annum from the date of the payment by Lessor shall be payable by Lessee to Lessor on demand. The sums shall be deemed to be additional rent and subject to the same conseguences as herein provided for failure to pay rent.

12. 7 Default by Lessoi•. Lessor shall not be deemed to be in default in the performance of any obligation required to be perfot-med by it hereunder unless and uniil it has failed to perform such obligation within thirty ( 30) calendar days after written notice by Lessee to Lessor specifying in reasonable detail the nature and exlent of any such failure; provided, however, that if the nature of Lessor' s obligation is such that more than thirty (30) calendar days are required for its performance, then L,essor shall not be deemed to be in default if it shall commence such performance within such thirty (30) calendar day period and thereafter diligently prosecutes the same to completion.

12. 8 Le al Expenses and Collection Costs. If either Party incurs any expense, including actual costs of collection, reasonable attorneys' fees, expenses of discovery, preparation for litigation, expert witness feeti and litigation expenses and costs, in connection with any action or proceeding instituted by either Party by reason of any default or alleged default of the other Party hereunder, the party prevailing in such action or proceeding shall be entitled to recover its reasonable expenses from the other Party. For purposes of this provision, in any unlawful detainer or otheiaction or proceeding instituted by Lessor based upon any default or alleged default by Lessee hereundcr, Lessor shall be decmed the prevailing party if( a) judgement is entered in favor of Lessor or ( b) prior to trial or judgement Lessee shall pay the rent and charges claimed by Lessor, or eliminate the condition( s), cease the act( s) or otherwise cure the omission( s) claimed by Lessor to constitute a default by Lessee hereunder.

ARTICLE 13

HOLDING OVER
This Lease shall terminate and become null and void without further notice upon the expiration of the Term herein specified, and any holding over by Lessee after such expiration shall not constitute a renewal or extension hereof or give Lessee any rights under this Lease, except when in writing signed by both Parties hereto. If Lessee holds over at the Premises, Lessee shall be liable to Lessor for the fair rental value of the Premises during such period.

ARTICLE 14

ACCESS BY LESSOR
In addition to the right of Lessor to reserve use of the Premises under Article 3, Lessor and its agents, contractors, servants, and employees of Lessor shall have the right, after rcasonable notice to Lessee, to enter the Premises during normal business hours to ( a) examine the Premises, to perform any obligations of Lessor or to exercise any right or remedy reserved to Lessor 725(H).00916 324814A3. 1 13-
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in this Lease; ( b) exhibit the Premises to prospective purchasers, mortgagees or lessees o' Less• or' ti interest therein; ( c) make such repairs as Lessor may be entitled to make after a default by Lessee under Article 12, above; and ( d) take all materials into and upon the Premises that may be required in connection with such repairs, provided that any such entry sh ill be performed in such a manner that does not unreasonably interfere with Lessee' s use of thc Premises. If Lessor exercises its rights of entry in compliance with this Article l4, such entry shall not constitute a constructive or actual eviction of Lessee, in whole or in part, and the rent and other charges hereunder shall noi abate while any such repairs are being made. If, during the last month of the Term, Lessee shall have removed all oi• substantially all of Lessee' s property therefrom, Lessor may immediately enter and alter, renovate and redecorate the Premises without elimination or abatement of rent or other charges and without other compensation and such action shall have no effect upon this Lease. Nothing herein contained, however, shall be deemed or construed to impose upon Lessor any obligation, responsibility or liability whatsoever for the care, supervision or repair of the Premises.

ARTICLE 15

LESSEE' S OBI, IGATIONS AT THE F,ND OF THE TERM
Upon the expiration or sooner termination of this Lease, if the Lessee has faithfully and fully performed all of the terms, conditions, and covenants of this L. ase to be performed by the Lessee, but noi otherwise, the Lessee shall, at its sole cost and expense, remove from the Premises all of its movable trade fixtures and equipment, and such other items the Lessee has installed or placed on the Premises, and the Lessee tihall repair all damage to the Improvements resulting from such removal. The Lessee shall thereupon surrender the Premises and the Improvements in the same condition as they were when the Improvement were first completed, reasonable wear and tear and damage by any casualty excepted, clean and free of debris. The Lessee shall repair any damage to the Improveinents occasioned by the installation or removal of the Lessee' s trade fixtures, furnishings and equipment. I} the Lessee has not fully and faithfully performed all terms, conditions, and covenants of this L.ease to be performed by the Lessee, the Lessee shall nevertheless remove its personal property from the Premises in the manner aforesaid within fifteen ( 15) calendar days after receipt of written direction to do so from the Lessor. In the event the Lessee shall fail to remove any of its personal property as provided herein, the Lessor may, but is not obligated, at the Lessee' s expense and with interest at the highest rate then allowcd to be charged by non- exempt lenders under the usury laws of the State from the date of payment by the Lessor, remove all such personal property not so removed and repair all damage to the ImprovemenCs resulting from such removal and may, but is not obligated to, at the Lessec' s expense, store the same in any public or privatc warehouse, and the Lessor shall have no liability to the Lessee for any loss or damage to the Lessee' s property caused by or resulting from such removal. To the extent that Lessor has provided the major repairs, and subject to reasonable wear and tear, the Lessee shall leave the airlines, power panels, electrical distribution systems, lighting fixtures, space heaters, air conditioning, plumbing and fencing on the Premises in good operating condition.

ARTICLE 26

QUIET ENJOYMENT
Upon payment by Lessee of the rents provided herein, and upon the observance and performance of all of the covenants, terms, and conditions on the part of Lessee to be performed hereunder, Lessor covenants and warrants that Lessee may peaceably and quietly hold and enjoy the 72500.( X 16\ 32481443. 1 4-
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Premises for the Term.

ARTICLE 17
TAXES
Lessee shall be responsible for, and agrees to pay, as additional rent, prior to delinquency, any and all real estate or property taxes and assessments, special assessments, possessory interest taxes, levies, fees, and other governmental charges of every kind or nature hereinafter collectively called " Taxes") in the event such Taxes are levied or assessed by municipal, county, state, fedcral, or other t ucing or assessing authorities or governmental agencies or entities upon, against, or with respect to ( i) the Premises or any portion thereof; (ii) all fixtures, equipment, and any other property of any kind owned by Lessee or placed, installed, or located within, upon, or about the Premises for which Lessor mighl be assessed or which might become a lien on the Premises if not paid by Lessee; ( iii) all alterations, additions, and improvements of whatsoever kind or nature, if any, made to the Premises or the Improvements; ( iv) rentals or other charges payable by Lessee to Lessor ( other than state and federal income taxes applicable to Lessor}; and ( v) any other interest in the Premises ( including the leasehold interest created by this Lease), irrespective of whether any of the items described in clauses ( i) through ( v) above are assessed as real or personal property, and irrespective of whether any of such items are assessed to or against Lessor, Lessee or any other person.

ARTICLE 18

FORCE MAJEURE
In the event the performance by either Party of any of its obligations hereunder is delayed by reason of the act or neglect of the other Party, act of God, stormy or inclement weather, strike, labor dispute, boycott, lockout or other like defensive action by such Party, inability to obtain labor or materials, governmental restrictions, riot, insurrections, war, catastrophe, casualty, act of the public enemy, or any other cause ( financial inability excepted), whether similar or dissimilar, beyond the reasonable control of the Party from whom such performance is due, the period for the commencement or completion thereof shall be extended for a period equal to the period durinb which performance is so delayed.

AKTICLE 19

MISCELLANEOUS

19. 1 Assumption of Risk, Waiver, and Lessor' s Non-liability. To the maximum extent allowed by law, except for Lessor' s or Lessor' s officers, employees, and agents willful or actively negligent acts, Lessee assumes any and all risk of loss, damage or injury of any kind to any person or property which is in, on or about the Premises. Lessee' s assumption of risk shall include, without limitation, loss or damage caused by defects within the Premises or any fixture therein, accident, fire or other casualty on the Premises. To the maximum extent allowed by law, except for Lessor' s willful or actively negligent acts, Lessee hereby waives all claims and demands against Lessor, its respective officials, officers, employees, volunteers and agents for injury to persons, damage to property or any other interest of Lessee sustained by Lessor or any person claiming to be Lessee resulting from any occurrence on or about the Premises. 7? 00. 00916 124A 1443. 1 15-
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19. 2 Notices. All notices, demands, or other writings to be made, given or sent hereunder, or which may be so given or made or sent by either Lessor or Lessee to the other shall be deemed to have been given when in writing and personally delivercd or if mailed on the third ( 3rd) day after being deposited in the United States mail, certified or regis[ered, postage prepaid, and addressed to the respective Parties at their addresses set forth below:

To Lessor: To Lessee:

City of Palm Desert Desert Recreation District
73- 510 Fred Waring Drive 45- 305 Oasis Street
Palm Desert, California 92260 Indio, California 92201
Attn: City Manager Atln: General Manager

19. 3 Relationship of Parties. Nothing contained herein shall be deemed or construed by the Parcies hereto, nor by any third party, as creating the relationship of principal and agent or of partnership or of joint venture between the Parties hereto, it being understood and agreed that neither the method of computation of rent, nor any other provision contained herein, nor any acts of the Pai•ties herein, shall be deemed to create any relationship between the Parties hereto other than the relationship of Lessor and I.essee.

19. 4 Accord and Satisfaction. No payment by Lessee or receipt by Lessor of a Iesser amount than the rent or other charges herein stipulated shall be deemed to be other than on account of the earliest due stipulated rent or other charges, nor shall any endorsement or statement on any check or any letter accompanying any check or payment as rent or other charges be deemed an accord and satisfaction, and Lessor shall accept such check or payment without prejudice to Lessor' s right to recover the balance of such rent or other charges or pursue any other remedy in this Lease provided.

19. 5 Time of Essence. Time is hereby expressly declared to be of the essence of this Lease and of each and every term, covenant, and condition hereof which relates to a date or period of time.

19. 6 Remedies Cumulative. The remedies herein given to Lessor and Lessee shall be cumulative and are given without impairing any other rights or remedies given Lessor and Lessce by statute or law now existing or hereafter enacted, and the exercise of any one remedy by Lessor or Lessee shall not exclude the exercise of any other remedy.

19. 7 Effect of Invalidity. If any term or provision of this Lease or the application thereof to any person or circun stances shall, to any extent, be invalid or unenforceable, the remaindcr of this Lease, or the application of its terms and provisions to persons and circumstances other than those to which it has been held invalid or unenforceable shall not be affected thereby, and each term and provision of this Lease shall be valid and enforceable to the fullest extent permitted by law. No acquisition by Lessor of all or any of the interest of L.essee in or to the Premises or the Improvements, and no acquisition by Lessee of all or any interest of Lessor in or to the Premises shall constitute or work a merger of the respective interest, unless expressly provided for. 72500. 00916 32481443. 1 i b337
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19. 8 Successors and Assi ns. This Lcase and the covenants and conditions contained herein shall be binding upon and inure to the benefit of and shall apply to the successors and assigns of Lessor and to the permitted successors and assigns of Lessee, and all references in this Lease to Lessee" or " Lessor" shall be deemed to refer lo and include all permitted successors and assigns of such Party.

19. 9 Entire A reement. This Lease and the Exhibits hereto contain the entire agreement of Lessor and Lessee wi[ h respect to the matters covered hereby, and no other agreement, statement of promise made by either Lessor or Lessee which is not con[ ained herein, shall be valid or binding.

No prior agrecment, understanding, or representalion peRaining t any such matter shall be effective for any purpose. No provision of this Lease may be amended or added to except by an agreement in writing signcd by Lessor and Lessee.

19. 10 Interest on Past-Due Obli at ions• Any amount due from Lessee to Lessor hereunder which is not paid when due ( including, without limitation, amounts due as reimbursement to Lessor for costs incurred by Lessor in performing obligations of Lessee hereunder upon L.essee' s failure to so perform) shall bear interest at the rate of ten percent ( 10%) from the date due until paid, unless otherwise specifically provided herein, but the payment of the interest shail not excuse or cure any default by Lessee under this Lease.

19. 1 1 Controlling Law. This Lease shall be governed by and construed in accordance with the laws of the State of California.

19. 12 ecific Performance. Nothing contained in this Lease shall be construed as or shall have the effect of abridging the right of either Lessor or Lessee to obtain specific performance of any and all of the covenants or obligations of the other Party under this L,ease.

19. 13 Survival of Indemnities and Warranties. The obligations of the indemnifying Pariy under each and every indemnification and hold harmless provision contained in this Lease shall survive the expiration or earlier termination of this Lease to and until the last to occur of( a) the last date permitted by law for the bringing of any claim or action with respect to which indemnification may be claimed by the indemnified party against the indemnifying party under such provision or ( b) the date on which any claim or action for which indemnification may be claimed under such provision is fully and finally resolved, and, if applicable, any compromise thereof or judgement or award thereon is paid in full by the indemnifying party and the indemnified party is reimbursed by the indemnifying party for any amounts paid by the indemnified party in compromise thereof or upon judgment or award thereon and in defense of such action or claim, including reasonable attorneys' fees incurred. The representations, warranties, and covenants of the Parties contained herein shall survive the termination of this Lease without regard to any investigation made by the Parties.

19. 14 Severability. If any provision of this Lease is held to be invalid or void by a court of competent jurisdiction, the balance of the rovisions shall, nevertheless, remain in fu11 force and effect.

19. 15 Counterparts. This Lease may be executed in multiple counterparts each of which shall be deemed an original.
nsoo.009 i6 2as i aa3. i 17-
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CONTRACT NO. C39690

19. 16 Recitals lncorporated. The recitals shown on the first page of this Lease are hereby incorporated into the Lease, and the Parties agree to the truth and accuracy of the facts contained therein.

Signature provision on following page.]
zsoo. cxx t6 3 asiaa3. 18-
339
C NTRACT NO. C39690
IN WITNESS WHEREOF, the Parties hereto have executed this Lease as of the Term Commencement Date.

LESSEE I.ESSOR
DESERT RECREATION DISTRICT, CI1'Y OF PALM DESERT,
A Cali ornia special istrict A California municipal corporation r A
B y: B y: /., L'/ '
V
Ke Kalman cina I' estande
Gen ral Manager ayor
Dated: 3 V t' C Z L _ Dated: I — " zO
ATTEST:

B y:

Rac e] le D. Kl. ssen
City Clerk
APPROVED AS TO FORM: APPROVED AS TO FORM:

BEST BEST & IEGER LLP
B y:

Betsy Martyn, Esq. Rob rc w. t r: a s
City Attorne
72500. W9I6' i2481443. 1 19-
340
CONTRACT NO. C39690
L 1 WTTNESS WHEREOF, the Parties hereto have executed this Lease as of the Tercn Commcncement Date.

LESSEE I ESSOR

DESERI' RECREATION DISTRICT, CITY OF PALM DESERT,
A California special district A California municipal corporation By: RY
Kevin Kalman Gina Nestande
General Manager tayor
Dated: Dated:

ATTEST:

By:

Rachelle D. Klassen
City Clerk
APPROVED AS TO FORM: APPROVED AS TO FORM:

BEST BEST& KRIEGER LLP
gy. ,,,
t- a- vyY By:

Betsy Martyn, Esq. Robert w. N rKre:,vr5
City Attorney
7? 500. 00916112 18I 543. I
1-
341
CALIFORNIA ACKNOWLEDGMENT CIVIL CODE § 1189
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
County of Q j Q f G
On i e 7 t 2_L before me,
Date Here 1 s rt Name and Title o the Officer
personally appeared
Name ) of Signer( g)
who proved to me on the basis of satisfactory evidence to be the person(,) whose name( is/ afe subscribed to the within instrument and acknowledged to me that he/ sl e/ f iey executed the same in his,4 er N eicauthorized capaciry( j eS), and that by his/ klerl4kieir signaturej on the instrument the person, or the entity upon behalf of which the person( acted, executed the instrument.

I certify under PENALTY OF PERJURY under the
DELIA GRANADOS laws of the State of California that the foregoing Notuy PuDlic- C INorni paragraph is true and correct.

Rirersfd County WITNESS my hand and official seal. Commifslon M 2155041 M Comm. Ex ir s Jun 24, 2020
Signature
Ploce Notary Seol and/ or Stamp Above Signature of Notary Public

OPTIONAL
Completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended documenf. j Description of Attached Docu ent
Title or Type of Document: : SA- i-t r z SL( c II.
r^
Document Date: Q, t_ T
n Z : Number of Pages:

Signer( s) Other Than Named Above:

Capacity(ies) Claimed by Signer( s)
Signer' s Name: Signer' s Name:

Corporate Officer- Title( s): Corporate Officer- Title( s):

Partner- Limited General Partner- Limited General
Individual Attorney in Fact Individual Attorney in Fact Trustee Guardian or Conservator Trustee Guardian or Conservator Other: Other:

Signer is Representing: Signer is Representing:
2018 National Notary Association
342
CONTRACT NO. C39690
EXHIBIT" A"
Legal Description
That certain real property situated in the City of Palm Desert, County of Riverside, State of California, as described as follows:
43900 San Pablo Avenue( APN: 622- 250- 016)
PARCEL 4 OF PARCEL MAP NO. 37347, IN THE CITY OF PALM DESERT, COUIVTY OF RIVERSID, STATE OF CAI, IFORNIA, AS PER MAP FILED IN BOOK 245, PAGES 100 THROUGH 1] 0, INCLUSIVE, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDED OF SAIll COUNTY.
72500.00916 32481443. I 20-
343
CONTRACT NO. C39690
Exhibit" B"
Project Improvements Agreement
The Parties ( individually refcrred to as " City" and " District") agree as follows as the design, plans, specifications, public works bidding process and project management for the Improvements set out in Article S of the Lease.

Citv Responsibilit
a. City wi( 1 pay for the cost of HVAC replacement, new roof and foundation repair as set out in Section 5. 2 of ihe Lease(" City Im rovements").

2. District Responsibility.
a. District shall pay to recon gure the Premises' inierior (" llistrict Improvements").
b. District shall pay for the Project design ( including City and District Improvements), if required, including plans, specifications, public works bidding process, and Project management for as set out in Sectians 5. 3 and 5. 4 of the Lease. i) The Project design shall be subject to review and reasonable approval by City prior to the commencement of any construction, and shall be finalized in consultation with City. Upon approval of the Project design by the District and City, funds shall be authorized and budgeted by City for payment for construction associated with the Project. ii) District shall issue a request for proposals for the construction management services for the Project and contract with the successful firm for these management services or shall determine itself to provide such services. District shall bear the cost of such management services. iii) District shall seek bids for the construction of the Project. a) The format used for all bid solicited by District for the Project shall require itemi-r.ation sufficient to allow quantities of each bid item to be easily discernible. If reyuested by City prior to the award of the bid, it shall be the responsibility of District to determine what, if any, portion of the work is an enhancement to any specifications by City for City Improvements, for which there shall be no City reimbursement.
b) The District shall use bidding procedures as required by state law for both parties.
c. Upon review and approval of the apparent low bidder costs by City, Dis[ ricl shall contract with the successful bidder for the construction of the Project. The City Foundation ImProvemen[ s shall be Phase 1 f the Projec[ and the City HVAC and roof repair along « ith the l istrict Improvements shall be Phase 2.

3. Payment Obli at IOnS: IVotwithstanding any other provisions herein, neither District nor City shall be obligated for any monetary contributions that have not been approved and budgeted for this Project. The budget for this Project will be based on the Engineer' s Estimate, and approved by City and District based on the lowest responsive bid received. Should the lowest responsive 21-
7? 500. 0091613? 48 f 443. 1
344
AMENDMENT NO. 1 TO LEASE AGREEMENT
THIS AMENDMENT NO. 1 TO LEASE AGREEMENT Contract No. C39690 (“ First Amendment”) is entered as of June 8, 2023, by and between CITY OF PALM DESERT, a California municipal corporation (“ Lessor”), and the DESERT RECREATION DISTRICT, a California special district (“ Lessee”). Lessor and Lessee are sometimes referred to herein individually as a Party” or collectively as the “ Parties.”

RECITALS
WHEREAS, Lessor and Lessee previously entered into that certain Lease Agreement dated January 1, 2020 ( the “ Lease”), for the lease of the premises more particularly described therein located at 43900 San Pablo Avenue, Palm Desert, California 92260 ( the “ Premises”); WHEREAS, Lessee desires to make certain tenant improvements to the Premises as more particularly described on Exhibit A hereto and incorporated herein ( the “ Additional District Improvements”);
WHEREAS, Lessor will agree to provide a tenant improvement allowance to provide reimbursement to Lessee for the cost of such Additional District Improvements, subject to the limitations set forth herein;
WHEREAS, Lessor finds and determines that providing the tenant improvement allowance to facilitate the construction of the Additional District Improvements will enhance recreational opportunities available to the residents and taxpayers, and the Additional District Improvements will benefit the areas within the City of Palm Desert commonly known as Project Areas Nos. 2 and 3;
NOW THEREFORE, Lessor and Lessee desire to amend the Lease on the terms and conditions as provided in this First Amendment.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals, which are incorporated herein by this reference, and for other good and valuable consideration, the receipt and adequacy of which are hereby acknowledged, the Parties hereby mutually agree as follows:

1. Amendments to Lease. The Lease is hereby amended as follows:
a. Term. Section 1.1 of the Lease is hereby amended to read in its entirety as follows:

1.1 Term. The “ Term” of this Lease shall be thirty-five (35) years, commencing on January 20, 2020 ( the “ Term Commencement Date”) with an option to renew the Lease at the Parties’ mutual discretion for three ( 3), five (5)-year terms, unless terminated earlier by Lessor or Lessee ( subject to terms herein).”
b. Additional Rent. A new Section 2.2 is hereby added to the Lease to read as follows:

DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 345
Contract No. C39690
2 2.2 Additional Rent. In addition to the Base Rent, Lessor shall pay to Lessor on each January 1 and July 1, commencing on January 1, 2025, additional rent in the amount necessary to fully amortize the aggregate amount of the Tenant Improvement Allowance which was disbursed by Lessor in semi- annual payments with an interest rate of 3% per annum over the remaining portion of the initial Term (the “ Additional Rent”). An estimated Additional Rent payment schedule is attached hereto as Exhibit B. The interest component shall begin to accrue on the outstanding unamortized portion of the Tenant Improvement Allowance on the date that Lessor first disburses such Tenant Improvement Allowance or any portion( s) thereof. On or about December 1, 2024, Lessor shall provide to Lessee in writing the final amortization schedule for the payment of the Additional Rent based on the aggregate amount of the Tenant Improvement Allowance actually disbursed pursuant to this First Amendment, and taking into account the date of each disbursement with respect to calculating the interest component.”
c. Additional District Improvements. The Additional District Improvements described herein shall be included in the meaning of the term “ District Improvements” as used in the Lease, and shall be subject to the terms of the Lease, including Exhibit B thereto. d. Construction and Installation of Additional District Improvements. A new Section 5.5 is hereby added to the Lease to read as follows:

5.5 Construction and Installation of Additional District Improvements. The Lessee hereby agrees to use commercially reasonable efforts to construct and install the Additional District Improvements on or before the first anniversary of the execution of this First Amendment.”
e. Tenant Improvement Allowance. A new Section 5.6 is hereby added to the Lease to read as follows:

5.6 Tenant Improvement Allowance.

5.6.1 Amount of Tenant Improvement Allowance. Provided the Lessee is not then in default under the terms of this Lease, the Lessor will make available to Lessee for the construction of the Additional District Improvements, a maximum amount of the sum of Twelve Million Five Hundred Thousand and 00/100 Dollars ($ 12,500,000.00) ( the Tenant Improvement Allowance”), to be applied towards all hard and soft costs associated with any alterations, additions, installations, changes, improvements, and/or other renovation included in the Additional District Improvements, including but not limited to actual construction costs, architectural, design, and engineering fees, city building permit fees, and or other consultants (“ Tenant Improvements”). If the costs for the Tenant Improvements exceeds the Tenant Improvement Allowance, Lessee shall bear and pay the cost of such excess. If the actual cost of the Tenant Improvements is less than the Tenant Improvement Allowance, the remaining portion of the Tenant Improvement Allowance after disbursement for all costs incurred) shall be cancelled and no further disbursements of the Tenant Improvement Allowance shall be made.

5.6.2 Disbursement of Tenant Improvement Allowance. Provided the Lessee is not then in default under the terms of this Lease, the Lessor will disburse amounts from the Tenant Improvement Allowance from time to time ( but not more than once per DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 346
Contract No. C39690
3 month) following Lessor’ s receipt of ( i) a written request by Lessee requesting a disbursement from the Tenant Improvement Allowance and specifying the amount requested, ( ii) copies of invoices, including all reasonable detail relating thereto as may be requested by Lessor, for all work performed for which payment is being requested by Lessee, and ( iii) evidence satisfactory to Lessor that Lessee has paid all invoices for which disbursement is being requested from Lessor. All requests for disbursement from the Tenant Improvement Allowance shall be made on or before October 1, 2024.

5.6.3 Reimbursement of Tenant Improvement Allowance. Lessee shall reimburse Lessor for the amount of the Tenant Improvement Allowance disbursed to Lessee through the payment of Additional Rent in accordance with Section 2.2 hereof.” f. Maintenance. Section 6.1.1 of the Lease is hereby amended to read in its entirety as follows:

6.1.1 Lessee’ s Obligations. Lessee shall be responsible for minor repairs, herein described as “ District Improvements,” at Lessee’ s expense without cost to Lessor, and shall at Lessee’ s expense maintain in good order, condition, quality, and repair, the Premises including the Additional District Improvements) and every part thereof, and any and all appurtenances thereto wherever located, and all other repairs, replacements, renewals, and restorations, ordinary and extraordinary, foreseen and unforeseen.” g. Rental Interruption Insurance. A new Section 7.1.2 is hereby added to the Lease to read as follows:

7.1.2 Rental Interruption Insurance. In addition to the insurance required pursuant to Section 7.1.1 hereof, the Lessee shall procure and maintain, or cause to be procured and maintained, until the Tenant Improvement Allowance has been reimbursed in full pursuant to Section 2.2, rental interruption or use and occupancy insurance to cover loss, total or partial, of the use of any portion of the Premised constituting buildings or other improvements as a result of any of the hazards covered in the insurance required by Section 7.1.1. Lessor shall be named an additional insured or loss payee as applicable, and the insurance shall be issued by an insurance company meeting the requirements of Section

7.1.1. Such insurance shall be in an amount at least equal to the maximum Additional Rent coming due and payable during any two consecutive years. Such insurance may be maintained ( i) as part of or in conjunction with any other insurance coverage carried by the Lessee ( except that it may not be maintained in whole or in part in the form of selfinsurance by the Lessee); or (ii) in the form of the participation by the Lessee in a joint powers agency or other program providing pooled insurance. The net proceeds of such insurance, if any, shall be paid to Lessor for application to the payment of the Additional Rent.”
h. Abatement. A new Section 10.3 is hereby added to the Lease to read as follows:

10.3 Abatement Due to Damage or Destruction. The amount of Additional Rent will be abated during any period in which by reason of damage or destruction there is substantial interference with the use and occupancy by the Lessee of the Premises or any portion thereof. The amount of such abatement shall be determined by the Lessee such that DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 347
Contract No. C39690
4 the resulting Additional Rent represents fair consideration for the use and occupancy of the portions of the Premises that are available for use and occupancy. Such abatement shall continue for the period commencing with such damage or destruction and ending with the substantial completion of the work of repair or reconstruction. In the event of any such damage or destruction, this First Amendment shall continue in full force and effect and the Lessee waives any right to terminate this First Amendment by virtue of any such damage and destruction. Notwithstanding the foregoing, there shall be no abatement of Additional Rent under this Section 10.3 to the extent that the proceeds of hazard insurance, or rental interruption insurance, are available to pay Additional Rent which would otherwise be abated under this Section 10.3.”

2. Representations and Warranties. The Lessee makes the following covenants, representations and warranties to the Lessor as of the date of the execution and delivery of this First Amendment:
a. Due Organization and Existence. The Lessee is a recreation and park district duly organized and validly existing under the Constitution and laws of the State of California, has full legal right, power and authority under the laws of the State of California to enter into this First Amendment and to carry out and consummate all transactions contemplated hereby and thereby, and by proper action the Lessee has duly authorized the execution and delivery of this First Amendment.
b. Due Execution. The representatives of the Lessee executing this First Amendment have been fully authorized to execute the same pursuant to a resolution duly adopted by the Board of Directors of the Lessee.
c. Valid, Binding and Enforceable Obligations. This First Amendment has been duly authorized, executed and delivered by the Lessee and constitutes the legal, valid and binding agreement of the Lessee enforceable against the Lessee in accordance with its terms. d. No Conflicts. The execution and delivery of this First Amendment, the consummation of the transactions herein contemplated and the fulfillment of or compliance with the terms and conditions hereof, do not and will not conflict with or constitute a violation or breach of or default ( with due notice or the passage of time or both) under any applicable law or administrative rule or regulation, or any applicable court or administrative decree or order, or any indenture, mortgage, deed of trust, lease, contract or other agreement or instrument to which the Lessee is a party or by which it or its properties are otherwise subject or bound, or result in the creation or imposition of any prohibited lien, charge or encumbrance of any nature whatsoever upon any of the property or assets of the Lessee, which conflict, violation, breach, default, lien, charge or encumbrance would have consequences that would materially and adversely affect the consummation of the transactions contemplated by this First Amendment or the financial condition, assets, properties or operations of the Lessee or its properties. e. Consents and Approvals. No consent or approval of any trustee or holder of any indebtedness of the Lessee or of the voters of the Lessee, and no consent, permission, authorization, order or license of, or filing or registration with, any governmental authority is necessary in connection with the execution and delivery of this First Amendment, or the DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 348
Contract No. C39690
5 consummation of any transaction herein contemplated, except as have been obtained or made and as are in full force and effect.
f. No Litigation. There is no action, suit, proceeding, inquiry or investigation before or by any court or federal, state, educational or other governmental authority pending or, to the knowledge of the Lessee after reasonable investigation, threatened against or affecting the Lessee or the assets, properties or operations of the Lessee which, if determined adversely to the Lessee or its interests, would have a material and adverse effect upon the consummation of the transactions contemplated by or the validity of this First Amendment, or upon the financial condition, assets, properties or operations of the Lessee, and the Lessee is not in default with respect to any order or decree of any court or any order, regulation or demand of any federal, state, educational or other governmental authority, which default might have consequences that would materially and adversely affect the consummation of the transactions contemplated by this First Amendment or the financial conditions, assets, properties or operations of the Lessee or its properties.

3. Effectiveness of Agreement. Except as explicitly modified by this First Amendment, all of the terms and provisions of the Agreement are and remain in full force and effect.

4. Entire Agreement. This First Amendment and the Agreement represent the final and entire agreement between Lessor and Lessee regarding the subject matter hereof and thereof, and may not be contradicted by evidence of prior, subsequent, or contemporaneous oral agreements of the Parties.

5. Modification. No amendment or modification hereto shall be valid and binding unless expressed in writing and executed by both Parties hereto.

6. Authority. Each individual executing this First Amendment on behalf of an entity represents and warrants that he or she is duly authorized to execute and deliver this First Amendment on its behalf.

7. Counterparts. This First Amendment may be executed in counterparts, each of which shall be deemed an original, but all of which together shall be deemed to be one and the same agreement. A signed copy of this First Amendment delivered by facsimile, e-mail or other means of electronic transmission shall be deemed to have the same legal effect as delivery of an original signed copy of this Agreement.

Signatures on Following Page]
DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 349
Contract No. C39690
6 IN WITNESS WHEREOF, the Parties have caused this First Amendment to be executed by and through their respective authorized representatives, as of the date first above written.

Approved as to Form:

CITY ATTORNEY
By: ________________________________
Name: Isra Shah
Best Best & Krieger LLP
LESSEE:

DESERT RECREATION DISTRICT, A
California special district
By: ________________________________
Name: Kevin Kalman
Title: General Manager
Dated: ______________________
LESSOR:

CITY OF PALM DESERT,
a California municipal corporation
By:

Name: L. Todd Hileman
Title: City Manger
Dated: June 8, 2023
Attest

CITY CLERK
By: _____________________________
Anthony J. Mejia, MMC
DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 9/11/2023
350
Contract No. C39690
7 EXHIBIT A

ADDITIONAL DISTRICT IMPROVEMENTS
DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 351
Palm Desert Community Center Renovation Project – IFB# 23-05-001-PW List of Contracts to be Awarded based on lowest responsive and responsible bidders.

Continued on Page 2)
Bid Category #
BC” #) Bid Category Description Contract Being Awarded To Contract Value Agreement # 1 Selective Building Demo Demolition Specialist, Inc. $ 364, 000.00 23-08-014-PDCC 2 Earthwork & Asphaltic Paving Horizons Construction
Company International, Inc. $ 213,700.00 23-08-015-PDCC 3 Concrete: Structural & Site Bravo Concrete Construction Services, Inc. $ 379, 000.00 23-08-016-PDCC
4 Masonry NuWay, Inc. $ 134,800.00 23-08-017-PDCC
5 Steel: Structural & Miscellaneous White’s Steel, Inc. $ 191,500.00 23-08-018-PDCC 6 Rough Carpentry Core Contracting, Inc. $ 575,083.00 23-08-019-PDCC 7 Finish Carpentry & Casework Stolo Cabinets, Inc. $ 122,199.00 23-08-020-PDCC 8 Roofing Commercial Roofing Systems,
Inc. $ 634,264.00 23-08-021-PDCC
9 Aluminum & Glazing M-Tech Glass, Inc. $ 131, 093.00 23-08-022-PDCC 10 Metal Stud Framing, Insulation,
Drywall, & Plaster Sierra Lathing Co., Inc. $ 275,795.00 23-08-023-PDCC DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 352
Palm Desert Community Center Renovation Project – IFB# 23-05-001-PW List of Contracts to be Awarded based on lowest responsive and responsible bidders.

END)
Total Base Bids Received: $ 5,730,029.00
Alternate #1 – BC#14 – Added Cost: $ 97,300.00_______
Total Bids + Alternate #1: $ 5,828,229.00
Bid Category #
BC” #) Bid Category Description Contract Being Awarded To Contract Value Agreement # 11 Finish Flooring Del’ s Flooring $ 114, 427.00 23-08-024- PDCC 12 Ceramic Tile Continental Marble & Tile Co. $ 103, 621.00 23-08-025- PDCC 13 Acoustical Ceiling & Treatment Southcoast Acoustical Interiors, Inc. $ 139, 447.00 23-08-026- PDCC
14 Painting & Wall Covering Painting & Décor, Inc. $ 157, 900.00 Alt. 1 + $97,300.00 23-08-027- PDCC
15 Fire Sprinkler JPI Development Group, Inc. $ 139,000.00 23-08-028-PDCC 16 Plumbing: Site & Building Continental Plumbing, Inc. $ 293,000.00 23-08-029-PDCC 17 HVAC Franklin Mechanical Systems,
Inc. $ 502,500.00 23-08-030-PDCC
18 Electrical & Low Voltage RDM Electric Co., Inc. $ 633,000.00 23-08-031-PDCC 19 General Package Bogh Engineering, Inc. $ 625, 700.00 23-08-032- PDCC DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 $5,730,029.00
$ 97,300.00
-------------------
$5,827,329.00
($900.00)
353
Contract No. C39690
8 EXHIBIT B

ESTIMATED ADDITIONAL RENT PAYMENT SCHEDULE
DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 354
Loan amount $ 12,000,000.00
Annual interest rate 3.00%
Loan period in years 30
Start date of loan 1/ 1/ 2025
Payment Term Bi-Annually
Number of payments 60
Total interest $ 5,624,743.67
Total cost of loan $ 17,624,743.67
Pmt
No.

Payment Date
Beginning
Balance
Payment Principal Interest
Ending
Balance
1 1/ 1/ 2025 $ 12,000, 000. 00 $ 380, 000. 00 $ 200, 000. 00 $ 180, 000. 00 $ 11,814, 375. 71 2 7/ 1/ 2025 $ 11,814,375.71 $ 377,215.64 $ 200,000.00 $ 177,215.64 $ 11,628,287.36 3 1/ 1/ 2026 $ 11,628,287.36 $ 374,424.31 $ 200,000.00 $ 174,424.31 $ 11,441,733.79 4 7/ 1/ 2026 $ 11,441,733.79 $ 371,626.01 $ 200,000.00 $ 171,626.01 $ 11,254,713.84 5 1/ 1/ 2027 $ 11,254,713.84 $ 368,820.71 $ 200,000.00 $ 168,820.71 $ 11,067,226.34 6 7/ 1/ 2027 $ 11,067,226.34 $ 366,008.40 $ 200,000.00 $ 166,008.40 $ 10,879,270.11 7 1/ 1/ 2028 $ 10,879,270.11 $ 363,189.05 $ 200,000.00 $ 163,189.05 $ 10,690,844.00 8 7/ 1/ 2028 $ 10,690,844.00 $ 360,362.66 $ 200,000.00 $ 160,362.66 $ 10,501,946.82 9 1/ 1/ 2029 $ 10,501, 946. 82 $ 357, 529. 20 $ 200, 000. 00 $ 157, 529. 20 $ 10,312, 577. 40 10 7/ 1/ 2029 $ 10,312, 577. 40 $ 354, 688. 66 $ 200, 000. 00 $ 154, 688. 66 $ 10,122, 734. 56 11 1/ 1/ 2030 $ 10,122, 734. 56 $ 351, 841. 02 $ 200, 000. 00 $ 151, 841. 02 $ 9,932, 417. 11 12 7/ 1/ 2030 $ 9,932, 417. 11 $ 348, 986. 26 $ 200, 000. 00 $ 148, 986. 26 $ 9,741, 623. 86 13 1/ 1/ 2031 $ 9,741, 623. 86 $ 346, 124. 36 $ 200, 000. 00 $ 146, 124. 36 $ 9,550, 353. 63 14 7/ 1/ 2031 $ 9,550, 353. 63 $ 343, 255. 30 $ 200, 000. 00 $ 143, 255. 30 $ 9,358, 605. 23 15 1/ 1/ 2032 $ 9,358, 605. 23 $ 340, 379. 08 $ 200, 000. 00 $ 140, 379. 08 $ 9,166, 377. 45 16 7/ 1/ 2032 $ 9,166, 377. 45 $ 337, 495. 66 $ 200, 000. 00 $ 137, 495. 66 $ 8,973, 669. 11 17 1/ 1/ 2033 $ 8,973,669.11 $ 334,605.04 $ 200,000.00 $ 134,605.04 $ 8,780,479.00 18 7/ 1/ 2033 $ 8,780,479.00 $ 331,707.18 $ 200,000.00 $ 131,707.18 $ 8,586,805.90 19 1/ 1/ 2034 $ 8,586,805.90 $ 328,802.09 $ 200,000.00 $ 128,802.09 $ 8,392,648.63 20 7/ 1/ 2034 $ 8,392,648.63 $ 325,889.73 $ 200,000.00 $ 125,889.73 $ 8,198,005.97 21 1/ 1/ 2035 $ 8,198,005.97 $ 322,970.09 $ 200,000.00 $ 122,970.09 $ 8,002,876.69 22 7/ 1/ 20335 $ 8,002,876.69 $ 320,043.15 $ 200,000.00 $ 120,043.15 $ 7,807,259.60 23 1/ 1/ 2036 $ 7,807,259.60 $ 317,108.89 $ 200,000.00 $ 117,108.89 $ 7,611,153.46 24 7/ 1/ 206 $ 7,611, 153. 46 $ 314, 167. 30 $ 200, 000. 00 $ 114, 167. 30 $ 7,414, 557. 05 25 1/ 1/ 2037 $ 7,414, 557. 05 $ 311, 218. 36 $ 200, 000. 00 $ 111, 218. 36 $ 7,217, 469. 16 26 7/ 1/ 2037 $ 7,217, 469. 16 $ 308, 262. 04 $ 200, 000. 00 $ 108, 262. 04 $ 7,019, 888. 54 27 1/ 1/ 2038 $ 7,019, 888. 54 $ 305, 298. 33 $ 200, 000. 00 $ 105, 298. 33 $ 6,821, 813. 98 28 7/ 1/ 2038 $ 6,821, 813. 98 $ 302, 327. 21 $ 200, 000. 00 $ 102, 327. 21 $ 6,623, 244. 22 29 1/ 1/ 2039 $ 6,623, 244. 22 $ 299, 348. 66 $ 200, 000. 00 $ 99,348. 66 $ 6,424, 178. 05 Loan Details
Loan Summary
Desert Recreation District - TI Loan Calculator
Payments Based on 1/23/23 Construction Estimate - Less City Portion of Estimate DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 355
Pmt
No.

Payment Date
Beginning
Balance
Payment Principal Interest
Ending
Balance
30 7/ 1/ 2039 $ 6,424, 178. 05 $ 296, 362. 67 $ 200, 000. 00 $ 96,362. 67 $ 6,224, 614. 20 31 1/ 1/ 2040 $ 6,224,614.20 $ 293,369.21 $ 200,000.00 $ 93,369.21 $ 6,024,551.45 32 7/ 1/ 2040 $ 6,024,551.45 $ 290,368.27 $ 200,000.00 $ 90,368.27 $ 5,823,988.54 33 1/ 1/ 2041 $ 5,823,988.54 $ 287,359.83 $ 200,000.00 $ 87,359.83 $ 5,622,924.22 34 7/ 1/ 2041 $ 5,622,924.22 $ 284,343.86 $ 200,000.00 $ 84,343.86 $ 5,421,357.25 35 1/ 1/ 2042 $ 5,421,357.25 $ 281,320.36 $ 200,000.00 $ 81,320.36 $ 5,219,286.35 36 7/ 1/ 2042 $ 5,219,286.35 $ 278,289.30 $ 200,000.00 $ 78,289.30 $ 5,016,710.28 37 1/ 1/ 2043 $ 5,016,710.28 $ 275,250.65 $ 200,000.00 $ 75,250.65 $ 4,813,627.77 38 7/ 1/ 2043 $ 4,813, 627. 77 $ 272, 204. 42 $ 200, 000. 00 $ 72,204. 42 $ 4,610, 037. 55 39 1/ 1/ 2044 $ 4,610, 037. 55 $ 269, 150. 56 $ 200, 000. 00 $ 69,150. 56 $ 4,405, 938. 35 40 7/ 1/ 2044 $ 4,405, 938. 35 $ 266, 089. 08 $ 200, 000. 00 $ 66,089. 08 $ 4,201, 328. 91 41 1/ 1/ 2045 $ 4,201, 328. 91 $ 263, 019. 93 $ 200, 000. 00 $ 63,019. 93 $ 3,996, 207. 95 42 7/ 1/ 2045 $ 3,996, 207. 95 $ 259, 943. 12 $ 200, 000. 00 $ 59,943. 12 $ 3,790, 574. 18 43 1/ 1/ 2046 $ 3,790, 574. 18 $ 256, 858. 61 $ 200, 000. 00 $ 56,858. 61 $ 3,584, 426. 33 44 7/ 1/ 2046 $ 3,584, 426. 33 $ 253, 766. 39 $ 200, 000. 00 $ 53,766. 39 $ 3,377, 763. 10 45 1/ 1/ 2047 $ 3,377, 763. 10 $ 250, 666. 45 $ 200, 000. 00 $ 50,666. 45 $ 3,170, 583. 22 46 7/ 1/ 2047 $ 3,170, 583. 22 $ 247, 558. 75 $ 200, 000. 00 $ 47,558. 75 $ 2,962, 885. 39 47 1/ 1/ 2048 $ 2,962, 885. 39 $ 244, 443. 28 $ 200, 000. 00 $ 44,443. 28 $ 2,754, 668. 32 48 7/ 1/ 2048 $ 2,754, 668. 32 $ 241, 320. 02 $ 200, 000. 00 $ 41,320. 02 $ 2,545, 930. 70 49 1/ 1/ 2049 $ 2,545, 930. 70 $ 238, 188. 96 $ 200, 000. 00 $ 38,188. 96 $ 2,336, 671. 24 50 7/ 1/ 2049 $ 2,336,671.24 $ 235,050.07 $ 200,000.00 $ 35,050.07 $ 2,126,888.63 51 1/ 1/ 2050 $ 2,126,888.63 $ 231,903.33 $ 200,000.00 $ 31,903.33 $ 1,916,581.56 52 7/ 1/ 2050 $ 1,916,581.56 $ 228,748.72 $ 200,000.00 $ 28,748.72 $ 1,705,748.73 53 1/ 1/ 2051 $ 1,705,748.73 $ 225,586.23 $ 200,000.00 $ 25,586.23 $ 1,494,388.81 54 7/ 1/ 2051 $ 1,494,388.81 $ 222,415.83 $ 200,000.00 $ 22,415.83 $ 1,282,500.50 55 1/ 1/ 2052 $ 1,282,500.50 $ 219,237.51 $ 200,000.00 $ 19,237.51 $ 1,070,082.46 56 7/ 1/ 2052 $ 1,070,082.46 $ 216,051.24 $ 200,000.00 $ 16,051.24 $ 857,133.38 57 1/ 1/ 2053 $ 857, 133. 38 $ 212, 857. 00 $ 200, 000. 00 $ 12,857. 00 $ 643, 651. 93 58 7/ 1/ 2053 $ 643, 651. 93 $ 209, 654. 78 $ 200, 000. 00 $ 9,654. 78 $ 429, 636. 77 59 1/ 1/ 2054 $ 429, 636. 77 $ 206, 444. 55 $ 200, 000. 00 $ 6,444. 55 $ 215, 086. 57 60 7/ 1/ 2054 $ 215, 086. 57 $ 203, 226. 30 $ 200, 000. 00 $ 3,226. 30 $ 0.00

DocuSign Envelope ID: E56CACDF- 713E-4FFE-BB3E-F2A6C2C30339 356
AMENDMENT NO. 2 TO LEASE AGREEMENT
THIS AMENDMENT NO. 2 TO LEASE AGREEMENT (“Second Amendment”) is entered as of February 27, 2025, by and between CITY OF PALM DESERT, a California municipal corporation (“Lessor”), and the DESERT RECREATION DISTRICT, a California special district (“Lessee”). Lessor and Lessee are sometimes referred to herein individually as a “Party” or collectively as the “Parties.”

RECITALS
WHEREAS, Lessor and Lessee previously entered into that certain Lease Agreement dated January 1, 2020 (the “Lease”), for the lease of the premises more particularly described therein located at 43900 San Pablo Avenue, Palm Desert, California 92260 (the “Premises”); WHEREAS, Lessor will agree to provide a tenant improvement allowance to provide reimbursement to Lessee for the cost of such Additional District Improvements, subject to the limitations set forth herein;
WHEREAS, Lessor finds and determines that providing the tenant improvement allowance to facilitate the construction of the Additional District Improvements will enhance recreational opportunities available to the residents and taxpayers, and the Additional District Improvements will benefit the areas within the City of Palm Desert commonly known as Project Areas Nos. 2 and 3;
NOW THEREFORE, Lessor and Lessee desire to amend the Lease on the terms and conditions as provided in this Second Amendment.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals, which are incorporated herein by this reference, and for other good and valuable consideration, the receipt and adequacy of which are hereby acknowledged, the Parties hereby mutually agree as follows:

1. Amendments to Lease. The Lease is hereby amended as follows:
a. Additional Rent. A new Section 2.2 is hereby added to the Lease to read as follows:
“2.2 Additional Rent. In addition to the Base Rent, Lessor shall pay to Lessor on each January 1 and July 1, commencing on July 1, 2025, additional rent in the amount necessary to fully amortize the aggregate amount of the Tenant Improvement Allowance which was disbursed by Lessor in semi-annual payments with an interest rate of 3% per annum over the remaining portion of the initial Term (the “Additional Rent”). An estimated Additional Rent payment schedule is attached hereto as Exhibit B. The interest component shall begin to accrue on the outstanding unamortized portion of the Tenant Improvement Allowance on the date that Lessor first disburses such Tenant Improvement Allowance or any portion(s) thereof. On or about June 1, 2025, Lessor shall provide to Lessee in writing the final amortization schedule for the payment of the Additional Rent based on the 357
2 aggregate amount of the Tenant Improvement Allowance actually disbursed pursuant to this Second Amendment and taking into account the date of each disbursement with respect to calculating the interest component.”
b. Tenant Improvement Allowance. A new Section 5.6 is hereby added to the Lease to read as follows:
“5.6 Tenant Improvement Allowance.

5.6.2 Disbursement of Tenant Improvement Allowance. Provided the Lessee is not then in default under the terms of this Lease, the Lessor will disburse amounts from the Tenant Improvement Allowance from time to time (but not more than once per month) following Lessor’s receipt of (i) a written request by Lessee requesting a disbursement from the Tenant Improvement Allowance and specifying the amount requested, (ii) copies of invoices, including all reasonable detail relating thereto as may be requested by Lessor, for all work performed for which payment is being requested by Lessee, and (iii) evidence satisfactory to Lessor that Lessee has paid all invoices for which disbursement is being requested from Lessor. All requests for disbursement from the Tenant Improvement Allowance shall be made on or before May 1, 2025.

3. Effectiveness of Agreement. Except as explicitly modified by this Second Amendment, all of the terms and provisions of the Agreement are and remain in full force and effect.

4. Entire Agreement. This Second Amendment and the Agreement represent the final and entire agreement between Lessor and Lessee regarding the subject matter hereof and thereof, and may not be contradicted by evidence of prior, subsequent, or contemporaneous oral agreements of the Parties.

5. Modification. No amendment or modification hereto shall be valid and binding unless expressed in writing and executed by both Parties hereto.

6. Authority. Each individual executing this Second Amendment on behalf of an entity represents and warrants that he or she is duly authorized to execute and deliver this Second Amendment on its behalf.

7. Counterparts. This Second Amendment may be executed in counterparts, each of which shall be deemed an original, but all of which together shall be deemed to be one and the same agreement. A signed copy of this Second Amendment delivered by facsimile, e-mail or other means of electronic transmission shall be deemed to have the same legal effect as delivery of an original signed copy of this Agreement.
[Signatures on Following Page]
358
3 IN WITNESS WHEREOF, the Parties have caused this Second Amendment to be executed by and through their respective authorized representatives, as of the date first above written.

Approved as to Form:

By: _______________________________
LESSEE:

DESERT RECREATION DISTRICT,
A California special district
By:__________________________________
Name:________________________________
Title:_________________________________
Dated:________________________________
Approved as to Form:

CITY ATTORNEY
By:_________________________________
Name: Robert Hargreaves of Best Best &
Krieger LLP
LESSOR:

CITY OF PALM DESERT,
a California municipal corporation
By:__________________________________
Name:________________________________
Title:_________________________________
Dated:________________________________
Attest

CITY CLERK
By:__________________________________
359
4 360

PALM DESERT HOUSING AUTHORITY

STAFF REPORT
MEETING DATE: February 27, 2025
PREPARED BY: Jessica Gonzales, Housing Manager
Veronica Chavez, Director of Finance
SUBJECT: AWARD OF CONTRACT FOR AFFORDABLE HOUSING COMPLIANCE

AND PROPERTY MANAGEMENT SERVICES TO NATIONAL

COMMUNITY RENAISSANCE FOR A FIVE-YEAR TERM, IN THE
ANNUAL AMOUNT OF UP TO $832,356
RECOMMENDATION:

1. Approve the award of contract for Affordable Housing Compliance and Property Management Services for the Authority-owned Properties to National Community Renaissance, a Nonprofit Corporation for a five (5) year term, in the annual amount of up to $832,356, with prescribed allowable increases for subsequent years as noted in the contract.

2. Approve an Addendum Agreement and an amount of up to $30,000 for the transition of property management providers and cost associated.

3. Authorize Executive Director or his designee to finalize the management contract and addendum (also referred to as the “Agreement”) with National Communities Renaissance, consistent with the terms of the RFP with non-substantive modifications concurred upon by the Executive Director and legal counsel.

4. Authorize the Chairperson to execute the Agreement and Addendum and the Executive Director to execute any documents necessary to facilitate the contract award and implementation.

BACKGROUND/ANALYSIS:

A Request for Proposals (“RFP”) for qualified licensed firms for affordable housing compliance and property management services (“Services”) for the fifteen (15) income-restricted properties (collectively, the “Properties”) owned by the Palm Desert Housing Authority (the “Authority”) was posted on October 16, 2024, to the City of Palm Desert’s (“City”) online bid management provider (“OpenGov Procurement”) available on the City’s website. Concurrently, a “Notice Inviting Proposals” was published in the Desert Sun newspaper on October 16, 2024.

On or before November 21, 2024, at 2:00 p.m., in no order, the following proposals were received:

FIRM CORPORATE OFFICE
Hyder & Company San Marcos, CA
Community Housing Opportunities Corporation Fairfield, CA National Community Renaissance Rancho Cucamonga, CA
Bell Properties, Inc. Arcadia, CA
361
Palm Desert Housing Authority
Award of Contract to National Community Renaissance

Staff performed an extensive due diligence review of the four (4) proposals submitted. An evaluation of the proposals was performed by four (4) individual City staff members from different departments independently reviewing each firm’s qualifications and whether their respective proposed services met the evaluation criteria set forth in the RFP. From the evaluation of the proposals, the two highest scoring respondents were interviewed.

Unanimously, based on the written and interview responses National Community Renaissance, (“National CORE”) was deemed most qualified with very thorough and concise responses. The evaluating panel recommended an award of contract to National CORE.

National CORE Proposal:

National CORE currently manages over 13,000 affordable and market-rate apartment units across 100 developments nationwide. Furthermore, National CORE has thirty (30) years of experience in this industry and has experience as a property management company for affordable rental properties.

The proposed Agreement with National CORE is for an initial five (5) year term with extension options as noted in the Agreement. Prior to the termination date of the term, the Agreement requires the parties to enter good faith negotiations to enter into a new agreement, with the ability to extend the current Agreement while those negotiations are ongoing (if needed). The scope of services for this Agreement consists of the day-to-day operation of fifteen (15) affordable housing properties. Services will include, but not be limited to: compliance with affordable housing rules and requirements; responding to residents' concerns and complaints; enforcement of house rules and regulations; application of fair housing laws and enforcement of the Housing Authority’s Administrative Policies and Procedures; qualifying applicants and tenants annually for income certification; conducting credit, rental, employment, and criminal background checks; all leasing activities; monitoring day-to-day maintenance of properties and maintenance contracts; procurement of any services or projects as needed, performing property and unit inspections; collecting and disbursing funds; providing monthly accounting reports that include receipts and expenditures; annual financial reporting/filings; occupancy reporting; and administration of funds. The Agreement can be terminated for unsatisfactory performance upon a 90-day written notice by either party; in addition, the Housing Authority may terminate for convenience with 180 days written notice.

The Agreement management fee in the case of occupied units shall be in the amount of $63 per unit per month, to be increased three percent (3%) biannually commencing on July 1, 2027, and every other July 1st thereafter for the remainder of the term of the Agreement. While this represents a significant increase from the current negotiated rate of $50 per unit per month, the revised fee remains within industry standards and aligns with the mid-range of costs submitted in the proposals.
362
Palm Desert Housing Authority
Award of Contract to National Community Renaissance

In its evaluation, the panel considered not only the cost efficiencies gained through National CORE’s extensive resources but also the quality of service currently provided at the lower rate.

Ultimately, the panel determined that this adjustment was the most prudent approach to maintaining the expected level of service at the properties.

Additionally, to enable a smooth transition of property management responsibilities from FGA), the current property manager, to National CORE, and Addendum Agreement has been agreed to by National CORE in the amount of $10 dollars. The Addendum Agreement will commence upon the execution of the Addendum Agreement through June 30, 2025. Staff is requesting up to $30,000 for any unanticipated costs associated with services and expenditures needed during the transition period.

Staff therefore recommends approval of award of contract for Affordable Housing Compliance and Property Management Services for the Authority Owned Properties to National CORE in an annual amount of up to $832,356 commencing July 1, 2025, with prescribed allowable increases for subsequent years as noted above and in the contract.

Legal Review:

This report has been reviewed by the City Attorney’s office and special counsel, Richards Watson and Gershon.

Appointed Body Recommendation:

Not applicable. Resolution No. HA-93 provides that the Housing Commission shall review and make recommendations on all matters to come before the Authority except “matters relating to the management and operations of the Authority”.

FINANCIAL IMPACT:

The fiscal impact is the annual cost for Affordable Housing Compliance and Property Management Services. Funds will be included in the Housing Authority FY 2025-26 proposed Annual Budget request in the appropriate Authority accounts for each of the properties. The projected Net Operating Income from the properties is sufficient to cover the anticipated operational and transition costs. There is no impact to the General Fund with this action.

ATTACHMENTS:

1. Request for Proposal, dated October 16, 2024

2. National CORE Proposal, dated November 20, 2024

3. National CORE Transition Proposal

4. DRAFT Management Services Agreement

5. DRAFT Addendum Agreement
363
364

REQUEST FOR PROPOSAL
2024-RFP-142

AFFORDABLE HOUSING COMPLIANCE AND PROPERTY

MANAGEMENT SERVICES
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260
RELEASE DATE: October 16, 2024
DEADLINE FOR QUESTIONS: November 6, 2024
RESPONSE DEADLINE: November 21, 2024, 2:00 pm
RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:
https://procurement.opengov.com/portal/cityofpalmdesert 365
City of Palm Desert

REQUEST FOR PROPOSAL
Affordable Housing Compliance and Property Management Services I. Summary and Background ....................................................................

II. Board and Administrative Personnel.....................................................

III. Notice Inviting Proposals ......................................................................

IV. Term of Contract...................................................................................

V. Qualifications and Experience...............................................................

VI. Scope of Services..................................................................................

VII. Evaluation Criteria ................................................................................

VIII. Content and Format of Proposal...........................................................

IX. Selection Process..................................................................................

X. Requests for Clarification......................................................................

XI. General Terms ......................................................................................

XII. Protests.................................................................................................

XIII. Submittal Requirements.......................................................................

XIV. RFP Conditions......................................................................................

XV. General Conditions...............................................................................

Attachments:

A - Palm Desert Housing Authority Properties
B - Cost Proposal
C - Supplemental Questions
D - Sample- Property Management Services Agreement
E - Palm Desert Housing Authority Administration Plan
366
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 3 1. Summary and Background

1.1. Summary
The Palm Desert Housing Authority (“Authority”) is requesting proposals from qualified property management firms ("Firms") for comprehensive Affordable Housing Compliance and Property Management Services (“Services”) to establish a Property Management Services Agreement ("Agreement") for its income restricted properties portfolio. Note: the use of the term "Firm" throughout this Request for Proposal ("RFP") may be interchangeably used with "Respondent", "Proposer", "Entity". "Organization", etc., and shall all mean the same.

Respondent(s) shall have extensive knowledge and experience with affordable housing compliance as well as strong property management experience in affordable and income restricted housing and must have managed at least 800 affordable rental housing units at one time during the last three (3) years.

Respondent (s) must have familiarity with the Coachella Valley and area property management. Respondent(s) must also have strong knowledge and experience with the Housing Authority of the County of Riverside Section 8 Housing Choice Voucher (HCV) program and HOME Investment Partnership Program. Managing of affordable housing units includes but is not limited to dayto-day operations; compliance with affordable housing rules and requirements; respond to residents' concerns and complaints, enforcement of house rules and regulations, application of fair housing laws and enforcement of the Authority’s Administrative Policies and Procedures, qualifying applicants and tenants annually for income certification; conducting credit, rental, employment, and criminal background checks, all leasing activities; monitor day-to-day maintenance of Properties, any maintenance contracts, perform property and unit inspections; perform maintenance and repairs; collect and disburse funds; provide monthly accounting reports that include receipts and expenditures; annual financial reporting/filings; occupancy reporting; and administration of funds (“Services”). See Scope of Services.

This Request for Proposal (“RFP”) has the following objectives:
• Establish a comprehensive solicitation for Services at the Palm Desert Housing Authority affordable income restricted rental Properties.
• Achieve high-quality, cost-effective Services.
• Detail expectations for Services at the Properties.
• Determine the qualifications of the respondents to manage all aspects of the Authority’s affordable rental housing.

If an award is made, the Authority will award all work to a single Respondent. Respondent’s must demonstrate the potential to increase their management portfolio. Additional types of properties may be added to the successful Respondent’s scope of work subsequent to award. 367
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 4 1.2. Background
The Authority is a public body, corporate and politic, established to provide affordable, decent, safe, and sanitary housing within the City of Palm Desert under the former Palm Desert Redevelopment Agency ("former Agency"). The Authority is a housing successor entity resulting from the elimination of the Community Redevelopment Agencies in 2012.

The Authority owns 1,114 affordable housing units located at fifteen (15) rental properties ("Properties") in residential areas throughout the City of Palm Desert ("City"). Units consist of studios, one bedroom, and two bedrooms ranging from approximately 410 square feet to 800 square feet in size (Attachment A).

The Authority Properties have been acquired or rehabilitated with funding sources that require adherence to certain income restrictions, regulations pertaining to rental operations and ongoing property management. The se funds include the HOME Investment Partnership Program and Housing Set-Aside funds. In addition, to these Properties, others may be added to the portfolio in the future or current Properties may be deleted due to ownership changes or development plans.

The Authority Property rents are subsidized based on the Area Median Income ("AMI") for Riverside County. The 2024 AMI published by the California Department Housing of Community Development (HCD) can be found online at the Authority's website, www.pdhousingauthority.org . The Properties have income restricted units that range from 20% AMI to 120% AMI, with respective rents ranging from $192 to $1,895, after utility allowances. The current operating budget anticipates $9,733,631 in annual rental income. Average monthly rent, for all Properties, is $845, after utility allowances.

The property management company that may be awarded a contract from this RFP is expected to transition to operational control of the Properties as early as April 1, 2025.

1.3. Contact Information
Joe Barron
Sr. Contracts and Grants Analyst
Email: [email protected]
Phone: (760) 776-6491
Department:

Finance Department

1.4. Timeline
The dates below are the timeline of events for this RFP. The Authority retains the sole discretion to adjust the timeline of events without prior notice or responsibility to Proposer(s). Nothing set forth herein shall 368
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 5 be deemed to bind the Authority to award a contract for the Services and the Authority reserves the right to amend, cancel or modify any part of or all of this RFP at any time.

Release of Request for Proposal October 16, 2024
Last Day to Submit Questions for
Clarification
November 6, 2024, 2:00pm
Clarifications Issued by City on or before November 13, 2024, 2:00pm Deadline for Receipt of Proposals
submitted on or before
November 21, 2024, 2:00pm

2. Board and Administrative Personnel
The powers of the Authority are vested in the five City of Palm Desert City Council Member's who appointed themselves as the Palm Desert Housing Authority Board ("Authority Board"). The legal authority in creating guiding legislation regarding the Properties is vested in the Authority Board.

The Authority Board has also appointed a seven (7) member citizen's Housing Commission that includes two (2) appointed representatives from the Properties that serve in an advisory capacity to the Authority Board.

The City of Palm Desert City Manager is the Housing Authority Executive Director. The Executive Director is responsible for the implementation and administration of policies adopted by the Authority Board with the assistance of the Housing Manager.

Under no circumstances may a Firm intending to submit a proposal to this RFP contact any member of the Housing Authority Board, Housing Commissioners, or any Housing Authority/City staff member other than the Housing Authority personnel contact. Failure to comply with this request may result in disqualification All questions should be in writing as noted in Section 4.

3. Notice Inviting Proposals

3.1. NOTICE
RFP No.: 2024-RFP-142
Project Title: Affordable Housing Compliance and Property Management Services Project No. (if applicable): N/A
PUBLIC NOTICE IS HEREBY GIVEN that proposals will be received by the Palm Desert Housing Authority (“Authority”) electronically through the City of Palm Desert’s ("City") online bid management provider (“OpenGov Procurement”), until 2:00 pm, Thursday, November 21, 2024. Proposals may not be submitted 369
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 6 by fax, email, telephone, mail, hand delivery, or other means; any proposals received through any means other than OpenGov Procurement will be returned to the proposer unopened.

The Authority is requesting proposals to provide: The Palm Desert Housing Authority is soliciting proposals from qualified property management firms to enter into an Agreement for comprehensive Affordable Housing Compliance and Property Management Services for its income restricted rental properties portfolio.

The award of this contract is subject to available budget adequate to carry out the provisions of the proposed Agreement including the identified scope of work. The Authority reserves the right to reject any or all proposals determined not to be in the best interest of the Authority.

The Palm Desert Housing Authority is committed to inclusion and diversity and welcomes proposals and bids from contractors, consultants, and vendors of all faiths, creeds, ancestries, and ethnicities without regard to disability, gender identity, sexual orientation, or immigration status. The Authority condemns and will not tolerate prejudice, racism, bigotry, hatred, bullying, or violence towards any group within or outside of our community.

3.2. SCOPE OF SERVICES
The Services sought under this Request for Proposals (“RFP”) are set forth in more detail in Section 15, Scope of Services, incorporated herein by this reference. Notwithstanding the inclusion of such Services in the Scope of Services Section, the final scope of Services negotiated between Authority and the successful Proposer shall be set forth in the Property Management Services Agreement (“Agreement”) executed by and between the Authority and the successful Proposer. A sample copy of the Agreement is attached and incorporated herein by this reference.

3.3. REGISTRATION
Interested proposers may register as vendors and download the Request for Proposals (“RFP”). To register, visit the City's electronic bidding website, OpenGov Procurement, and proceed to "Subscribe" as a vendor with the Authority to receive new project notifications. Interested proposers may "Follow" the RFP to view and/or download the RFP details, receive addenda alerts and notices, and draft and submit a response.

3.4. PRE-PROPOSAL MEETING
For this RFP, there is no pre-proposal meeting. All prospective Proposers are encouraged to inspect all Properties. Failure to inspect the Properties on the part of the Proposer shall not relieve the Proposer of any responsibility for adherence to any of the provisions of this RFP.

4. Term of Contract
A. The Authority intends to award a contract for Services as follows:

1. Term resulting from this RFP is a five (5) year base term, beginning July 1, 2025 and expiring June 30, 2030.
370
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 7 2. Following the initial term, the Authority may opt to renew the contract two (2) additional terms of three (3) years each term.
a. Contract extension may be exercised contingent upon satisfactory performance and at the sole discretion of the Authority.

B. Terms for the transition phase will be from April 1, 2025 through June 30, 2025.

5. Qualifications and Experience
Only proposals from responsible organizations engaged in the performance of property management services of affordable housing communities will be considered.

Proposals must clearly demonstrate:

A. Competency in performing comparable on-site services and management services B. Prior experience with the management of affordable income restricted rental residential properties,
C. Financial resources sufficient to provide Services, and D. Personnel adequate to manage portfolio.

Respondent(s) must meet the following minimum criteria for qualifications and experience:

A. At least ten (10) years' experience in managing rent restricted properties as evidenced by:

1. A description of the firm including year of establishment, size of firm, number of employees, longevity of staff and any applicable partnerships; and

2. At least one principal with ten (10) years' experience in providing affordable housing compliance and property management services for a minimum of 800 affordable rental housing units at one time during the last three (3) years; and

3. Experience managing properties operated and regulated under rental subsidy assistance programs or projects where tenants are eligible for such programs and certification of prospective and current tenants is performed by onsite property management staff; and

4. Qualified staff as evidenced by resumes and position descriptions of senior management members who would be assigned to oversee the project, please refer to the Scope of Work, Staffing Plan Requirement section; and

5. Capacity to increase portfolio while maintaining quality and responsive service; and

6. Experience with high-quality property management financial tracking and reporting, and an array of financing requirements including the Authority’s purchasing policy, Housing SetAside, tax exempt bond, tax credit partnerships, HCD, RHCP, CHFA, MHP and Federal programs. Required reports include, but not limited to:
371
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 8 a. Monthly financial statements with budget vs. actual and explanation of material variances.
b. Rental income accounts receivable and aging report
c. Accounts payable
d. Copies of bank statement and bank reconciliations
e. Vacancies and collections
f. Move-in / move-out reports.
g. Cash flow report
h. Waiting lists
i. Listing of all vendor contracts; including expenditures, licenses, insurance certifications and expiration dates
j. Affordable compliance due dates for the year
k. Monthly maintenance and preventative maintenance report

7. Possess a California valid real estate broker's license and any/all license necessary to conduct this type of services and work to be performed.

6. Scope of Services

6.1. The Authority's Expectations and Priorities
The Authority considers the continuous operations of its fifteen (15) income-restricted rental properties, collectively known as "Properties," to have a direct influence on the residents' lives and well-being. The chosen firm will be entrusted with the task of maintaining appropriate staffing levels to effectively address tenant requirements while delivering the Scope of Services in a cost-effective manner. Proposals should include the proposer's suggested property management and staffing plan to efficiently provide Services.

6.2. General Requirements of Services
Below is a general outline of the fundamental Services to be provided. Additionally, Services that are not explicitly mentioned but are related to the listed items should be expected and taken into account.

The property management services to be provided will encompass, but not be limited to, the following:
• Property Management, Reporting, and Transition (if necessary) • Leasing
• Marketing of Vacancies
• Rent Determination and Eligibility Certification
372
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 9 • Unit Inspections
• Operation and Maintenance
• Financial Management and Reporting
• Procurement Requirements
• Resident Management Relations
• Utilities and Services
• Employees
• Hazardous Materials
• Security

6.3. General Responsibilities
The selected Proposer will bear the responsibility for delivering the entire range of Services outlined in this document. Throughout the execution of these responsibilities, the Proposer must adhere to all relevant Federal, State, County, and Local laws.

The property management staff will be mandated to undergo thorough initial training, with additional training sessions required every two years, starting from the commencement of the contract.

The chosen Proposer will be expected to:
• Operate the property in line with widely accepted industry standards for companies providing affordable housing compliance and property management services. ▪ Including but not limited to new tenant intake, including marketing, establishing and maintaining site based waiting list, determination of applicant eligibility, applicant screening, tenant selection, tenant recertifications as needed (at minimum annually), lease enforcement, collection of rent and fees/charges, process evictions as necessary, unit turnover including preparing vacancies for leasing, etc. • Submit a monthly lease compliance report, encompassing all grievances and notices served to residents, and the status of all legal actions related to the property. • Complete any reports required by the Authority including those mandated by Local, County, State, Federal
• Follow Authority's adopted Administrative Plan and provide statutory updates and recommend revisions annually.
• Maintain a comprehensive system of records, books, and accounts following the directives and retention policy of the Authority. This includes, but is not limited to, resident records, maintenance records, resident applications, credit reports, leases, and work orders 373
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Title: Affordable Housing Compliance and Property Management Services 10 o All records, books, and accounts are subject to examination by an authorized representative of the Authority and/or a Regulatory Agency.
o Full fiscal management responsibilities including preparing annual operating budgets, monthly financial reporting, purchase of all required supplies and services, and keep expenses and income within approved budget amounts.
• Provide a written Building Operation Plan, outlining essential and preventive measures to preserve and extend the lifespan of the structure and mechanical systems. The plan will encompass, but not necessarily be limited to, the following components:
o A Preventative Maintenance Plan with a monthly schedule o An assessment of necessary immediate and projected (two-year) capital improvements, including cost estimates and identification of any required building alterations/modifications to facilitate on-site operations
o An evaluation of safety, fire, and security concerns
o A specific assessment of the condition of system(s), elevators, and roofs o Conduct annual management inspections of building systems, including roofing, fire, heating, water, and electrical systems
o Provide monthly and annual reports on emergency and routine work orders, along with their completion times for the property.

6.4. Tenant and Property Response Management
Daily operations of the Properties revolve around various crucial tasks including: managing the annual operating budget, property marketing, payment of property expenses, tenant selection procedures, tenant certification procedures and leasing (which includes executing, administering and enforcing the terms all rental agreements, in compliance with federal, state and local laws), occupancy status, compliance with affordable housing rules, routine maintenance, enforcement of house rules and regulations, and enforcement of the Authority’s Administrative Policies and Procedures.

Utilize the Authority's Administrative Plan, California Code of Regulations Title 25, the California Department Housing of Community Development published income limits (Title 25, Section 6932), and any other applicable affordable, rental standard policies and industry best practices for tenant selection, qualifying, conducting backgrounds, leasing, rent re/assignment, rent collection, inspections, recertification, renewals, and vacancy advertisement as needed.

The selected firm is expected to manage response to all daily needs of the tenants and property.

A. Focus on a customer service culture and serving the needs of tenants.

B. Provide accountability to the public.
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Title: Affordable Housing Compliance and Property Management Services 11 C. Manage the Properties as self-sufficient individual entities on all day-to-day operation, leasing and maintenance.

D. Manage and maintain Properties within the annual operating budget.

E. Apply operational policies and procedures in a uniform manner.

F. Ensure compliance with program requirements.

G. Communicate with tenants and Authority staff in a clear and concise manner.

H. Setup and prepare emergency response resources and an implementation plan.

I. Manage waiting list through semi-annual updates of prospective applicants in conformance with Authority tenant selection policies.

J. Produce semi-annual reports detailing number of new applicants, number of dropped applicants, and total for each waiting list.

K. Create, implement and supervise maintenance schedules and repairs.

L. Ensure independent contractor license status and insurance coverage.

6.5. Operations, Maintenance, and Capital Needs
Routine maintenance and capital replacement projects are vital to the ongoing success of the Properties. The Authority prides itself on maintaining premier affordable housing communities. The selected Proposer shall, at all times, maintain the property in a good, clean, habitable, and attractive condition acceptable to the Authority. Repairs shall be performed as necessary, to ensure cost control without sacrificing quality of services, and shall be budgeted as part of the operating expense of the Property.

The selected Proposer shall:

A. Maintain and adhere to preventative maintenance, subject to any limitations imposed by the Authority, including but not limited to:

1. All interior and exterior cleaning, painting, decorating, and carpentry.

2. The periodic inspection, maintenance and repair of plumbing, heating, and ventilating systems, stoves and refrigerators

3. The periodic inspection, maintenance of outdoor grounds and facilities

4. Any other routine maintenance and repair work that becomes necessary B. Prepare a monthly report including a narrative summary of problem areas, steps or recommendations to rectify, and a summary of maintenance activities. 375
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Title: Affordable Housing Compliance and Property Management Services 12 C. Prepare vacant units for occupancy. Turn around for each vacant unit will be completed within fifteen (15) business days from move out, unless there are extenuating circumstances (death, major damage, etc)

1. At least 98% of the units at each site are to be market ready at all times.

2. Pre-occupancy inspections shall be completed for each unit with tenant identifying in writing the condition of the unit at the time of occupancy.

D. Perform preventive maintenance of the Property to preserve the physical assets in accordance with sound property management practices. Included among these responsibilities are inspections of sidewalks, walkways, stairs, and paved areas to identify trip and other hazards and remediate in a timely manner.

E. Systematically and promptly receive and investigate all service requests from tenants no later than 10 calendar days. Take any necessary action and keep records of the action taken.

1. Complaints of a serious nature shall be reported to the Authority at the conclusion of an investigation (i.e., death, crime, etc.)
F. Emergency repair requests shall be received and serviced immediately but no more than a 24- hour basis. Emergency repair requests include, but not limited to: gas leaks, broken water lines, toilet stoppage, electrical (exposed/frayed wires, electrical failure, etc.), burst water heater, destruction of exterior door (door broken and unable to lock), broken window or window lock, defective or omission smoke detectors, elevator failure, structural, main line stoppage, no water G. Utilize a maintenance request/maintenance tracking system or software program that provides quarterly reports to Authority staff detailing work orders received (date & time), completion (date & time), and hours completed, or subcontractors used to complete work.

H. Oversight of replacements and repairs related to plumbing lines, lighting, curbs, sidewalks, window coverings, paint, and unit appliances/fixtures (i.e., light bulb replacement, roof repairs, stucco repair, etc.).

I. Participate in capital needs planning and budgeting.

J. Recommend process and material use improvements to extend the Properties longevity while minimizing long-term cost impacts.

K. Conduct annual assessment of available energy and water efficiency improvements that help to identify future operating cost savings.

L. Training for staff and residents on fire, earthquake safety, and crime prevention shall be conducted annually, or more frequently if determined to be reasonably necessary.

M. The following tests, at a minimum, should be conducted as follows:

1. Monthly: Fire alarm system test
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Title: Affordable Housing Compliance and Property Management Services 13 2. Quarterly: Emergency power test

3. Semi-Annually: Smoke detector test

4. Annually: Fire drills
N. Coordinate and accompany inspectors from the Authority, the Authority's insurance carrier, and other Authority authorized parties.

O. Obtain and maintain in full force and effect, all licenses and permits required by law for operation and any services.

6.6. Staffing Plan Requirement
The purpose of this requirement is to ensure that the proposing firm demonstrates a clear, comprehensive staffing approach to fulfill the scope of work detailed in this RFP. The selected firm will be responsible for providing a complete, responsive, and flexible staffing plan that aligns with the requirements of the property management services and ensures effective performance.

Staffing Plan Submission
Proposers must submit a detailed staffing plan, which should include the following components:

A. Organization Chart
Provide an organization chart that identifies the key personnel who will manage and perform the required services under this contract. The chart should include:
o Position titles
o Reporting relationships
o Roles and responsibilities of each team member
B. Position Descriptions and Qualifications
Include detailed descriptions of each proposed position, outlining specific duties, responsibilities, and the necessary qualifications, skills, and experience for each role. The qualifications must align with the scope of work requirements, including any professional certifications, licenses, or relevant experience.

C. Staffing Levels and Resource Allocation
Describe the proposed staffing levels to be allocated for each major task or phase of the scope of work. This should include:
o The total number of staff assigned to each role (e.g., managers, accountants, maintenance staff, etc.)
o A justification for the adequacy of the staffing levels relative to the anticipated workload o Allocation of resources to ensure project milestones and deliverables are met in a timely manner
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Title: Affordable Housing Compliance and Property Management Services 14 D. Staffing Flexibility and Contingency Plan
Explain how the firm will ensure staffing flexibility to address fluctuating workloads, vacancies, and unexpected project demands. The plan should include:
o Provisions for backfilling key positions if needed
o Strategies for scaling staff up or down depending on changing project needs o A contingency plan for addressing staffing shortages or other unforeseen disruptions in service delivery
E. Recruitment and Retention Strategy
Describe the firm’s approach to recruiting, onboarding, and retaining qualified personnel for the duration of the contract. Include details on:
o Recruitment timeline and process for filling critical roles o Retention strategies to minimize turnover during the project lifecycle o Professional development or training programs to enhance staff performance F. Key Personnel and Resumes
Identify key personnel who will be assigned to this project and include detailed resumes (not more than two pages) for each, highlighting:
o Relevant project experience
o Specific skills and expertise related to the scope of work o Past performance on similar projects
G. Proposed Staffing minimum experience requirements for the following positions

1. Controller/Assistant Controller
a. Bachelor’s degree in accounting, finance, or a related field is usually required. b. A master’s degree in business administration (MBA) or finance may be preferred. c. Professional certifications like Certified Public Accountant (CPA) or Certified Management Accountant (CMA) are highly valued.
d. 8-10 years of experience in accounting or finance roles. e. 5 years in a management or leadership position, ideally in accounting or financial reporting.
f. Preferred experience working in governmental accounting.

2. Staff Accountant
a. Bachelor's or Master’s degree in Accounting or Finance. 378
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Title: Affordable Housing Compliance and Property Management Services 15 b. 3-5 years of professional accounting experience, including experience with general ledger functions, month-end close processes, and financial reporting. c. Preferred experience working in governmental accounting.

3. Property Level Manager (20 – 39 units)
a. 3 years’ experience in property management, with at least 2 years as a property manager
b. Experience with any affordable program preferred
c. ARM or other similar designation a plus

4. Property Level Manager (40+ units)
a. 5 years’ experience in property management, with at least 3 years as a Property Manager
b. Experience with affordable programs strongly preferred c. ARM or other similar designation preferred
d. For Transitional housing, experience with homeless or similar population

5. Regional Level Manager/Area Supervisor
a. 8 years’ experience in property management with progressive responsibilities and at least 5 of those years as a Property Manager of at least 100 units b. 3 years’ experience with Affordable programs
c. 3 years’ experience in a supervisory position (with direct reports) d. 5 years’ experience at the portfolio of multi-property level e. Certified Property Manager (“CPM”) or other similar designation preferred

6. Resident Services Coordinator (as required)
a. Bachelor’s degree in business or public Administration, Psychology, Sociology or related field.
b. 3 years of increasingly responsible experience in community or social services delivery, providing assistance to a vulnerable population such as the elderly and people with disabilities, in any of the following fields: public and/or affordable housing, social welfare, public health, employment service, counseling, vocational guidance, or a related field – OR- an equivalent combination of education, training and experience c. Working knowledge, training, and experience of local services for the elderly and people with disabilities preferred
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Title: Affordable Housing Compliance and Property Management Services 16 7. Regional Level Maintenance/Maintenance Supervisor a. 8 years’ experience working in maintenance, construction, or related field with progressive responsibilities
b. 5 years’ experience at the portfolio or multi-property level c. 4 years’ supervisory or oversight experience
d. Maintenance lead experience with different types of inspections e. Experience with multiple building systems
f. 5 years’ experience in the residential or commercial sector H. Transition Plan
For projects that require a phased implementation or transition from an incumbent contractor, include a transition staffing plan that outlines:
o How the firm will ensure continuity of service
o The timeline for onboarding and integrating staff during the transition period o Strategies for knowledge transfer from the incumbent team

6.7. Financial Management and Accounting
Affordable housing properties routinely face long-term challenges with regards to financial sustainability.

The expectation of the property manager is to be proactive to improve financial sustainability of operations. The Authority staff will work with the selected firm to develop annual operating and capital improvement project (CIP) budgets. Property manager will be responsible for budget implementation.

The selected firm is expected to:

A. Provide monthly, quarterly, annual reports from a financial software package capable of delivering accrual-based accounting reports.

B. Comply and assist with preparation of an annual fiscal audit focused on compliance with Generally Accepted Accounting Procedures.

C. Implement proper internal controls for accounts receivable and payable, account reconciliation, security deposits, records retention, electronic backup, and expenditures for services.

D. Act as the Authority’s fiscal agent for day-to-day operations while complying with the Authority's Procurement Policy.

E. Work with the Authority staff to ensure the most efficient system of reporting. 380
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Title: Affordable Housing Compliance and Property Management Services 17 6.8. Contracts and Procurement
A. Purchase materials, supplies, equipment, tools, and services that are necessary for the operation and maintenance of the Property and maintain a current inventory of the same. The purchasing and procurement of goods and services must be done in accordance of the Authority's procurement policy.

B. Procure consultants and specialty contractors as necessary, for special maintenance requiring repair skills not usually possessed by regular maintenance employees.

C. Enter into contracts and oversee not-to-exceed contracts for Services including, but not limited to: landscape maintenance, pest management, pool services, laundry, floor covering, courtesy patrol, HVAC, custodial cleaning, other services such as electrical systems, trash removal, solar system services, fire alarm and suppression systems, security gates, etc.

6.9. Regulatory Compliance
The Properties were developed by the former Redevelopment Agency using 20% housing set aside funds with very limited outside funding sources. Properties are subject to restrictive requirements that require the units be operated as affordable housing. The income levels for each property are very low (up to 50% AMI), low (up to 80% AMI), and moderate (up to 120% AMI).

The Authority relies heavily on its property management firm to properly document all aspects of the qualification of its income restricted residents, keep detailed records, and ensure compliance with regulatory covenants. In order to confirm compliance with regulatory covenants, the Authority staff may conduct the following routine procedures to monitor compliance by the selected property management firm:

A. Perform annual random sample monitoring of income re/certification procedures, files, tenant lease agreements, and rent roll records to review compliance with income certification requirements.

B. Conduct semi-annual random audit of tenant files to review proper records retention for verification of continued income eligibility, occupancy limits, vehicle registration and insurance, etc.

C. Review the prospective tenant waiting list files for compliance with tenant selection policy, applicant verification procedures, and waiting list noticing requirements.

6.10. Performance Standards
The Authority staff may annually review management operations through a series of performance standards to be agreed upon as part of any contract awarded from the proposal received for this Request for Proposal.

At minimum, the following will be performance standards that will be required to be maintained:
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Title: Affordable Housing Compliance and Property Management Services 18 A. Vacancy Turnaround. The Authority’s monthly standard for vacancy turnaround time is 30 days.

This includes make ready and lease-up time. A monthly report will be required to be submitted 15 days after month end and must include the following for each vacated unit:

1. The date the unit was vacated.

2. The name of the former resident who vacated.

3. The unit number of the vacated unit.

4. The size of the vacated unit.

5. Reason resident vacated unit.

6. The date maintenance began to “make ready” the unit.

7. The date maintenance completed all “make ready” repairs.

8. The date the unit was re-leased.

B. Work Orders.

1. Emergency. Emergency work orders are those that address an immediate threat to life, health, safety to property or to the resident or are related to fire safety. The Authority’s standard for completion of an emergency work order is for all orders to be completed or abated within 24 hours.

2. Non-Emergency. Non-emergency work orders are those that address conditions that do not pose an immediate threat to life, health, safety to property or to the resident and not related to fire safety. The Authority’s standard for the completion of non-emergency work orders is within four (4) days.

3. Inspections. The Authority’s annual standard for inspections is for all Housing Quality Standards (HQS) inspections to be conducted each year. Further, all units must be inspected by the property manager within 12 months of the previous HQS inspection.

C. Re-certifications. The Owner’s annual standard for re-certifications as applicable is that each resident household must be recertified no more than 90 days and no less than 30 days prior to the resident’s lease expiration. Resident’s may be contacted regarding recertification no earlier than 120 days prior to the resident household’s lease expiration. The monthly report must indicate for each resident whose lease expired during the preceding month the date the resident was contacted regarding recertification and the date recertification was completed.

D. The firm shall complete and submit all required reports, as outlined in the attached exhibits, by the deadlines specified in the contract or within the agreed-upon timeline. These reports shall be accurate, comprehensive, and formatted according to the standards defined in the exhibits.

The firm is responsible for ensuring all reports are submitted to the Housing Authority on time and that any necessary revisions are made promptly upon request. 382
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Title: Affordable Housing Compliance and Property Management Services 19 Key Performance Indicators (KPIs):

1. Timeliness: All required reports must be submitted by the deadlines stated in the contract.

Any delays must be communicated in advance and justified in writing. ▪ Target: 100% of reports submitted on time.

2. Accuracy: Reports must be complete, accurate, and free of errors or omissions. The firm will be required to correct any inaccuracies identified by the Housing Authority within 5 business days.
▪ Target: Less than 5% of reports require resubmission due to errors.

3. Compliance: All reports must adhere to the format, content, and structure as defined in the exhibits.
▪ Target: 100% compliance with report formatting and content standards.

6.11. Retention of Management Fee
For each performance standard that is not met monthly by the awarded Proposer, the Authority may retain a portion of the monthly base fee to be paid to the Firm. The terms defining the amount of retention by the Authority and the opportunity for cure by the Firm are set forth below:

A. 10% Retention. The Authority may retain up to 10% of the monthly base fee if the Manager fails to meet the required performance standards in any of the following areas in a given month:

Tenant Accounts Receivable, Vacancy rate, Vacant Unit Turn-around, Work Order completion time, Required Financial Reports, Required Annual Reports, and Leasing Reports. The 10% retention shall apply to each performance standard separately. For example, if the Offeror fails to meet three performance standards in a month, the retention for that month would be 30%.

The Firm may cure any monthly deficiency for the above performance areas by bringing the cumulative average for all completed months in the previous quarter into compliance with the performance standard, which will entitle the Firm to payment of any fee retained for that performance standard.

B. Unit-based Retention. For the Inspection and Recertification performance measures, the Authority may retain an amount equal to the annual fee per unit (i.e. the monthly per unit fee multiplied by 12) if the Firm fails to meet the required performance standard for any unit during the calendar year. See the following examples:

1. Example 1: The Firm fails to meet the inspection standard for three (3) units in a given month. The Authority may retain an amount equal to the annual fee per unit multiplied by

3. 383
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Title: Affordable Housing Compliance and Property Management Services 20 2. Example 2: The Authority fails to meet the performance standard for recertification for 2 units and inspection for two (2) units. The Authority may retain an amount equal to the annual fee per unit multiplied by 4.

3. Example 3: The Authority fails to meet both the inspection and recertification performance for the same unit. The Authority may retain an amount equal to the annual fee per unit multiplied by 2.

For the retention based on annual fee per unit under this section, the Manager cannot cure any failure to meet the required performance standard.

Manager may submit, as part of its regular monthly report, an explanation for any failure to meet a performance standard; and the Authority shall determine in its sole discretion whether an explanation is sufficient to avoid retention by the Authority. The Authority shall notify Manager in writing within 15 days of the receipt of any monthly report if the Authority decides to retain any portion of the management fee.

C. Appealing The Authority’s Retention of Management Fee. The Manager may appeal the Authority’s decision to retain a percentage of the management fee. Appeals must be submitted in writing to the Authority to the attention of the Director of Finance. Appeals must contain as attachments any evidence necessary to support any assertion made in the appeal. The Authority shall respond to a properly submitted appeal within 15 days of its receipt and shall state its decision regarding the appeal. Decisions regarding any appeal shall be made in the sole discretion of the Authority and shall be final.

D. Performance measures schedule will be established and mutually agreed upon by both parties prior to the execution of the agreement.

7. Evaluation Criteria
Issuance of this RFP and receipt of proposals does not commit the Authority to award a contract. The Authority expressly reserves the right to postpone RPF opening for its own convenience, to accept or reject any or all proposals received in response to this RFP, to negotiate with more than one proposer concurrently, to waive information and minor irregularities in any proposal received or to cancel all or part of this RFP.

The Authority will evaluate proposals based on the following criteria:

No. Evaluation Criteria Scoring Method Weight (Points)
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Title: Affordable Housing Compliance and Property Management Services 21 1. Proposer's Qualifications
Including size of portfolio, number of years firm
has been in business, amount, scope of services
and length of experience working with
affordable housing and specialized compliance
areas; years of experience of key organizational
staff; familiarity with the Coachella Valley and
area properties; and professional references
provided regarding current/past
performance. The Proposer must meet the
minimum.

Points Based 15
(15% of Total)

2. Proposer's Compliance Knowledge
Extensive knowledge and experience with
affordable housing compliance regulations, the
Housing Authority’s purchasing policy,
relocation compliance, funding programs,
policies and procedures including but not
limited to qualifying applicants and tenants
annually for income certification.

Points Based 15
(15% of Total)

3. Principal Manager Availability
Demonstration that the Firm's Principal
Manager will work closely with Authority
Staff. The Authority expects Principal Manager
to make frequent site visits and communicate
often with site managers and Authority.

Points Based 12
(12% of Total)

4. Firm's Capacity
Management of at least 800 affordable rental
restricted units at one time during the last three
(3) years, which must include income
certification of prospective and current
residents by onsite property management
staff. Longevity of staff, training programs
provided for staff, operating policies and
personnel procedures, financial reporting and
compliance capabilities, accounting
procedures, and cost management/control
abilities, and procedures.

Points Based 10
(10% of Total)

5. Firm's Clarity and Approach
Proposal content, completeness, clarity, and
conciseness are essential. These aspects may
be considered when assessing the proposer's
capabilities to deliver clarity. Including those
items listed under 8(c).

Points Based 10
(10% of Total)
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Title: Affordable Housing Compliance and Property Management Services 22 6. Maintenance Ability
Demonstration of experience managing
maintenance subcontracts. Knowledge and
experience of regular ongoing repairs, cost
controls, unit turn times, response time,
insurance repairs, capital
improvement/replacement project planning
process and related maintenance
procedures. Ability to manage and oversee any
improvements or modifications made to
properties.

Points Based 10
(10% of Total)

7. Good Standing of Firm
Have no outstanding or pending complaints as
determined through the Better Business
Bureau, State of California Department of
Consumer Affairs, Fair Housing, local law
enforcement agencies, that have not been
disclosed as part of the Proposal and have no
unsatisfactory record of performance with any
public agency. Provide overview of any current
or pending legal suits or cases.

Points Based 10
(10% of Total)

8. Cost
Property Management firm may be
compensated based on the fee structure
presented in proposal (the Authority reserves
right to negotiate and/or modify fee structure).

Points Based 8
(8% of Total)

9. Demonstrated Understanding of "Palm
Desert's Quality"
Communication strategies/procedures, tenant
outreach process, tenant dispute resolution
process, response to tenant expectations, rules
and regulation enforcement procedures, social
service, and activities development.

Points Based 5
(5% of Total)

10. Firm's Location
Provide the location of the firm's offices. What
type of work is performed at each
location. How accessible is Staff at these
locations to the Authority? Define the
organizational hierarchy of each location.

Points Based 5
(5% of Total)

8. Content and Format of Proposal
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Title: Affordable Housing Compliance and Property Management Services 23 8.1. Required Contents*
In order to maintain uniformity with all proposals submitted, proposals must include all of the following information. Proposal content, completeness, clarity and conciseness are essential and will be considered when assessing the proposer’s capabilities. Failure to complete and submit any of the information requested in this RFP with the Proposal response may render the Proposal non-responsive and may not be considered for award.

A. Cover Letter

1. Letter that serves as an executive summary of the proposal limited to no more than two (2) pages. The letter should include an overview of the firm including qualifications and organizational strengths, the firm’s understanding of the work to be performed, and why the firm believes it to be the best qualified to perform the services requested.

B. Qualifications and Related Experience

1. A description of the company's relevant affordable housing compliance and property management experience including the location, size, funding program operated, duration of properties managed and a description of the role of management.

C. Service Approach

1. Describe the technical and management approach to providing the Services as outlined in the Scope of Services.

2. Include a draft first year schedule of tasks, milestones, and deliverables that will provide for timely provision of the Services.

3. Provide a sample Management Plan, including a clear and concise description of the proposed property management program consisting of maintenance control, quality assurance, and tenant relations activities. The Plan should provide quality control for the property performance including but not limited to regular review of files, review of data discrepancies, review of compliance, work orders, etc.

4. Provide a proposed pro forma budget for expected property operations income and expenses, including proposed per unit, per month, management fee.

5. In reviewing the Scope of Services described herein, the Proposer may identify additional necessary tasks along with a discussion of its proposed method to accomplish the work.

D. Transition Phase Plan

1. Provide a transition plan that include detailed strategies, activities, timeline, and resources necessary to minimize disruption and ensure continuity of services.

2. Prepare an inventory and plan for the transfer of any physical or digital assets (e.g., equipment, software, facilities, documentation) from the current firm or to be newly implemented.
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Title: Affordable Housing Compliance and Property Management Services 24 3. Develop a detailed plan for the formal handover of responsibilities, including clear criteria for the acceptance of the new service arrangement.

4. Identify key personnel for the transition

5. Provide a cost summary during the transition phase.

E. Personnel

1. Staffing: Provide the number of staff to be assigned to perform the Services and your firm’s capacity to provide additional personnel as needed. For more details, please refer to the Scope of Work, Staffing Plan Requirement section.

2. Key Personnel: Identify key persons that will be principally responsible for working with the Authority. Indicate the role, qualifications, office location, and responsibility of each individual. Designate who would provide day to day direction of the required work and become the Authority's primary contact person.

3. Team Organization: Describe proposed team organization, including identification and responsibilities of key personnel. Identify the appropriate annual salaries and benefits for each position.

4. Resumes: Provide experience and resumes of proposed personnel who will be assigned to this contract. Include an organizational chart.

5. Subcontractors: The Proposer shall identify functions that are likely to be subcontracted and identify the subcontractor that is anticipated to perform each function.

F. References

1. Provide a minimum of two (2) references, which the Firm has performed affordable housing compliance and property management services for similar types of properties as required by this RFP, during the past three (3) years.

2. It is preferable that references be with other municipalities or government entities.

3. Include references only where your company was tasked with qualifying low-income households.
*Response required

8.2. Supplemental Questions*
Attachment C includes a list of supplemental questions Responders shall formulate responses to and upload in this Section.
*Response required
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Title: Affordable Housing Compliance and Property Management Services 25 8.3. Additional Information Outside of Proposal Requirements Respondents may choose to provide additional materials beyond that which is requested. Upload additional materials in this Section of the proposal.

8.4. Cost Proposal*
The gross revenue from the Properties fluctuates with changes in tenant incomes. Due to the unpredictability of gross revenues, the Authority recognizes that it may be infeasible to base the Proposer's management fee on a percentage of the gross revenues of the Properties. Consequently, Proposers are asked to propose a flat monthly management fee for the Properties. Detail the breakdown of your fee structure for Services. Include any flat fees, staffing costs, overhead and profit, and additional applicable costs outside of operational management of the Properties.

See Attachment B. Complete and upload, with additional pages as necessary, reflecting your fee structure.
*Response required

8.5. Transition Phase Cost Proposal*
Please provide a cost summary for the three month transition period. *Response required

8.6. Non-Collusion Declaration*
The undersigned declares:

I am an authorized representative of my company, the party making the foregoing Proposal, to certify the following.

The Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The Proposal is genuine and not collusive or sham. The Proposer has not directly or indirectly induced or solicited any other Proposer to put in a false or sham bid Proposal.

The Proposer has not directly or indirectly colluded, conspired, connived, or agreed with any Proposer or anyone else to put in a sham Proposal, or to refrain from Proposing. The Proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Proposal Price of the Proposer or any other Proposer, or to fix any overhead, profit, or cost element of the Proposal Price, or of that of any other Proposer. All statements contained in the Proposal are true. The Proposer has not, directly or indirectly, submitted his or her Proposal Price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham Proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a Proposer that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Proposer.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
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Title: Affordable Housing Compliance and Property Management Services 26 ☐ Please confirm
*Response required

8.7. Type of Business*
☐ C Corporation (if corporation, two signatures are required) ☐ S Corporation (if corporation, two signatures are required) ☐ Limited Liability C Corporation (if corporation, two signatures are required) ☐ Partnership
☐ Limited Liability Partnership
☐ Sole Proprietor/Individual
☐ Other
*Response required

8.8. Litigation*
Provide litigation history for any claims filed by your firm or against your firm related to the provision of Services in the last five (5) years (or type "N/A").
*Response required

8.9. Changes to Agreement*
The Authority's standard Property Management Services Agreement is included as an attachment herein.

The Proposer shall identify any objections to and/or request changes to the standard Agreement language in this section of the proposal (or type "N/A"). If you are identifying changes here ALSO upload a copy of the redlined Language/Agreement with your Proposal. Changes requested may affect the Authority's decision to enter into an Agreement.
*Response required

8.10. No Deviations from the RFP*
In submitting a proposal in response to this RFP, Proposer is certifying that it takes no exceptions to this RFP including, but not limited to, the Agreement. If any exceptions are taken, such exceptions must be clearly noted here, and may be reason for rejection of the proposal. As such, Proposer is directed to carefully review the proposed Agreement and, in particular, the insurance and indemnification provisions therein (or type "N/A").

Maximum response length: 5000 characters
*Response required

8.11. Conflict of Interests Disclosure*
The proposer understands that any and all relationships with solid waste haulers will require full disclosure of any direct or indirect conflicts of interest, financial interests, relationships, and the nature of any relationships with any related project bid submitters; and that any violation of this provision may result in the immediate termination of the Agreement.
☐ Please confirm
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Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 27 *Response required

8.12. Certification of Proposal: The undersigned hereby submits its proposal and, by doing so, agrees to furnish services in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP.* ☐ Please confirm
*Response required

8.13. Sample Documents*
Upload sample lease agreement with all addenda, sample certification forms, a typical monthly/annual report, check lists, income worksheets, and tenant application. *Response required

9. Selection Process
The Authority staff will conduct an initial review of the minimum qualifications of each. At the sole discretion of Authority, respondents who meet the minimum criteria for qualifications and experience minimum will then be evaluated equally and objectively by Authority staff and/or representatives.

Proposals should clearly identify how each criterion is met. Evaluation of proposals to this RFQ/RFP will be based on the information provided in the proposal and, if applicable, additional information requested, interviews and reference responses.

The Authority reserves the right to request additional information or documentation from the proposer regarding its submittal documents, personnel, financial viability, or other items in order to complete the selection process.

If a responding proposer chooses to provide additional materials beyond those requested, those materials should be included in a separate section of the proposal and clearly marked as additional information outside of proposal requirements.

10. Requests for Clarification
All questions, requests for interpretations or clarifications, either administrative or technical must be requested in writing VIA THE "Q&A" tab through the Authority’s online bid management provider (“OpenGov-Procurement”).

All written questions, if answered, will be answered in writing, conveyed to all interested firms, and posted through OpenGov-Procurement. Oral statements regarding this RFP by any persons should be considered unverified information unless confirmed in writing. To ensure a response, questions must be received in writing by 2:00 pm (local time) on Wednesday, November 6, 2024.

11. General Terms

1. The Authority Reserves the Right to:
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Title: Affordable Housing Compliance and Property Management Services 28 a. Select one, or none of the Respondent proposals.
b. To defer selection of any Respondent to a time of the Authority's choosing. c. Request additional information or clarifications from any Respondent, or to allow corrections of errors or omissions.
d. Request an oral interview and brief presentation from any Respondent prior to final selection.
i. Respondents chosen for an oral interview may be provided not less than five (5) business days' notice, along with the date, time, and place for interviews. ii. Expenses will be the responsibility of the Respondent. e. Consider experience and qualifications information about listed individuals involved in direct property management operations in addition to the information submitted in the proposal, in any additional information requested, or interview. f. Reject any and all proposals and waive any irregularities or to terminate the RFP process at any time, if deemed by the Authority to be in its best interests. g. Cancel this RFP at any time, for any reason, and without liability. Respondents assume the sole risk and responsibility for all expenses connected with the preparation of proposals.
h. Not to award a contract pursuant to this RFP and/or to extend its contract with its existing property management service provider.
i. Award the contract at a time other than that stated in the timetable. j. Modify duration of the contract or change the contract start and end dates.

2. Release of Information
a. The Authority will not release proposals submitted in response to this RFP during the proposal evaluation process. All Proposals and evaluations will be made public when a recommendation is made to the Housing Commission and/or the Authority Board regarding this RFP.

3. Proprietary Information
a. All Proposals submitted in response to this RFP become the property of the Authority and under the Public Records Act (Government Code §6250 et. seq) are public records, and as such may be subject to public review.
b. Respondent is required to identify all proprietary information in its proposal that Respondent wishes to remain confidential for trade secret or other proprietary information.
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Title: Affordable Housing Compliance and Property Management Services 29 c. If Respondent fails to identify proprietary information, it agrees by submission of its proposal that that it is nonproprietary and may be made available upon public request after a contract award.
d. Note that under California law, price proposal to a public agency is not a trade secret.

12. Protests
The procedures set forth in this section are mandatory and are the sole and exclusive remedy of a bidder, proposer or other vendor to dispute the award of a contract that the city solicits through a competitive process. A protest that does not comply with these procedures with these procedures may be summarily rejected and the person submitting the protest shall be deemed to have waived all rights to relief.

12.1. Protests of Solicitation Method
By submitting a bid, proposal or other application for a contract award, the bidder, proposer or other vendor shall be deemed to have waived all rights to challenge the city's method for procuring the contract or any discrepancy in the solicitation process or documents. Bidders, proposers, or vendors may submit bids, proposals or other applications under protest. Protests under this section shall be submitted in writing to the official designated to receive the bid, proposal or other application and shall contain a full summary of the factual and legal basis for the protest.

12.2. Waiver
Any person that: (1 ) did not directly submit a bid or proposal, (2) is not responsible or qualified to receive the contract, (3) failed to submit a responsive bid or proposal, (4) is not in line to receive the contract or is otherwise ineligible to receive the contract, (5) is otherwise not beneficially interested in the award, or (6) fails to submit a timely protest shall be deemed to have waived the right to protest the award of the contract. Any protest deemed waived will be subject to summary rejection without further consideration and the person will have no right to any relief.

12.3. Protests of Award
A bidder, proposer or other vendor applying for a city contract through a competitive process may submit a written protest of the award of the contract. The protest shall identify and explain the factual and legal grounds for the protest. Any grounds not raised in the written protest are deemed waived by the protesting bidder.

12.4. Timing of Protest of Award
Protests shall be submitted in writing to the official designated to receive the bid, proposal or other application within the following times:

A. If of another bidder, within five (5) calendar days after the bid opening date.

B. If the Authority makes a recommendation to the City Council to award a proposal or other application, then within five (5) calendar days following the issuance of the recommendation and prior to the date of the award.
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Title: Affordable Housing Compliance and Property Management Services 30 C. If in response to a notice of intent to reject a bid, proposal or other application, then within five (5) calendar days following the issuance of the notice of intent.

12.5. Protest Review and Response
If the protest is timely and complies with the above requirements, the Authority shall review the protest, any response from the challenged bidder, proposer or other vendor, and all other relevant information. The Authority will provide a written decision to the protester in a reasonable amount of time. If the protest is in response to a recommendation of award to the Authority then the protest will be considered concurrently with the award of the contract, and the approval authority's action is final.

12.6. Conflicts
The protest procedures contained in this section shall not apply if a particular solicitation contains a different protest procedure. This section does not limit or eliminate a claimant's obligations under the Government Claims Act, Government Code Section 900 et seq.

13. Submittal Requirements

13.1. General
It is strongly recommended that the Proposer submit proposals in the format identified in this RFP to allow the Authority to fully evaluate and compare the proposal. All requirements and questions in the RFP should be addressed and all requested data shall be supplied. The Authority reserves the right to request additional information which, in the Authority’s opinion, is necessary to assure that the Proposer’s competence, number of qualified employees, business organization, and financial resources are adequate to perform according to the Agreement.

13.2. Preparation
Proposals should be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Responses should emphasize the Proposer’s demonstrated capability to perform the Services. Expensive bindings and promotional materials, etc., are not necessary or desired. However, technical literature that supports the approach to providing the Services and work plan should be forwarded as part of the proposal. Emphasis should be concentrated on completeness, approach to the work and clarity of proposal.

13.3. Site Examination
Proposers may visit the Authority and its physical facilities to determine the local conditions which may in any way affect the performance of the work; familiarize themselves with all federal, state and local laws, ordinances, rules, regulations, and codes affecting the performance of the work; make such investigations, as it may deem necessary for performance of the Services at its proposal price within the terms of the Agreement; and correlate its observations, investigations, and determinations with the requirements of the Agreement.
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Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 31 13.4. Authorization
The proposal shall be signed by an individual, partner, officer or officers authorized to execute legal documents on behalf of the Proposer.

13.5. Confidentiality of Proposal
Proposals submitted in response to this RFP shall be held confidential by the Authority and shall not be subject to disclosure under the California Public Records Act (Cal. Government Code section 6250 et seq.) until after either the Authority and the successful Proposer have completed negotiations and entered into an Agreement or the Authority has rejected all proposals. All correspondence with the Authority including responses to this RFP will become the exclusive property of the Authority and will become public records under the California Public Records Act. The Authority will have no liability to the Proposer or other party as a result of any public disclosure of any proposal or the Agreement.

If a Proposer desires to exclude a portion of its proposal from disclosure under the California Public Records Act, the Proposer must mark it as such and state the specific provision in the California Public Records Act which provides the exemption as well as the factual basis for claiming the exemption. For example, if a Proposer submits trade secret information, the Proposer must plainly mark the information as “Trade Secret” and refer to the appropriate section of the California Public Records Act which provides the exemption as well as the factual basis for claiming the exemption. If a request is made for information marked “Confidential”, “Trade Secret” or “Proprietary” (“Proprietary Information”), the Authority will provide Proposers who submitted the information with reasonable notice to seek protection from disclosure by a court of competent jurisdiction. Proposer shall have five (5) working days after receipt of such notice to give the Authority written notice of Proposer's objection to the Authority's release of Proprietary Information. Proposer shall indemnify, defend and hold harmless the Authority, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney's fees) arising out of a legal action brought to compel the release of Proprietary Information.

Proposals which indiscriminately identify all or most of the proposal as exempt from disclosure without justification may be deemed unresponsive and disqualified from further participation in this RFP.

13.6. Submittal Instructions
The proposal must be received no later than 2:00 pm, on or before Thursday, November 21, 2024 through the City’s electronic bidding system, OpenGov Procurement. It is solely the responsibility of Proposer to see that its proposal is properly submitted in #Content and Format of Proposal in proper form and prior to the stated closing time. The City’s electronic bidding system will not accept late proposals. The Authority will only consider proposals that have transmitted successfully and have been sent an email with a time stamp from the City’s electronic bidding system indicating that the proposal was submitted successfully. Proposers shall be solely responsible for informing themselves with respect to the proper utilization of the City’s electronic bidding system, ensuring the capability of their computer system to upload the required documents, and the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer’s sole risk, and no relief will be given for late and/or improperly submitted proposals.

Proposers experiencing any technical difficulties with the proposal submission process may contact OpenGov Procurement Support using the instant help chat function (located at the bottom right of the 395
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 32 screen while on the website) during business hours, or by emailing [email protected]. Neither the Authority nor OpenGov Procurement make any guarantee as to the timely availability of assistance or assurance that any given problem will be resolved by the proposal submission date and/or time.

14. RFP Conditions

14.1. Equal Opportunity
The Authority requires Respondents to be an Equal Opportunity Employer and fully comply with all government regulations regarding nondiscriminatory employment practices.

14.2. Law of the State of California
The resulting contract is subject to State of California law, whether substantive or procedural. Proposer shall comply with all federal, state, county and local laws concerning this type of Services. Additionally, the contract shall apply all statutory, charter and ordinance provisions applicable to public contracts within the City of Palm Desert.

14.3. Labor Compliance
The selected Property Management Company shall be aware of the requirements of California Labor Code sections 1720 et seq., 1770 et seq., and California Code of Regulations, Title 8, Section 16000 et seq. (“Prevailing Wage Laws”) which require the payment of prevailing wage rates and the performance of other requirements on applicable “public works” and “maintenance” projects. If applicable, the selected Property Management Company shall fully comply with the Prevailing Wage Laws.

14.4. Permits and Licenses
The selected Property Management Company shall secure or maintain in force during the period covered by any contract resulting from this RFP all licenses and permits required by law for the operation of their business including when required.

14.5. Insurance Requirements
The selected Property Management Company will be required to carry insurance coverage meeting the minimums detailed in standard Property Management Agreement as attached as an Attachment to this RFP.

15. General Conditions

15.1. Federal Requirements
If the Services are funded through a federal funding source, the successful Proposer and its subconsultants/subcontractors shall be required to take cognizance of and comply with all requirements set forth in the Federal Requirements, attached and incorporated herein by this reference.

15.2. Amendments to RFP/ Addendum
If it becomes necessary for the Authority to revise any part of this RFP, or to provide clarification or additional information after the RFP documents are released, a written addendum will be posted on Open 396
Request For Proposal #2024-RFP-142
Title: Affordable Housing Compliance and Property Management Services 33 Gov. The Authority reserves the right to amend the RFP or issue to all Proposers addenda to answer questions for clarification.

15.3. Amendments to Proposals
Unless specifically requested by the Authority, no amendment, addendum or modification will be accepted after a proposal has been submitted to Authority. If a change to a proposal that has been submitted is desired, the submitted proposal must be withdrawn and the replacement proposal submitted prior to the deadline stated herein for receiving proposals.

15.4. Non-Responsive Proposals
A proposal may be considered non-responsive if conditional, incomplete, or if it contains alterations of form, additions not called for, or other irregularities that may constitute a material change to the proposal.

15.5. Costs for Preparing
The Authority will not compensate any Proposer for the cost of preparing any proposal, and all materials submitted with a proposal shall become the property of the Authority. The Authority will retain all proposals submitted and may use any idea in a proposal regardless of whether that proposal is selected.

15.6. Cancellation of RFP
The Authority reserves the right to cancel this RFP at any time prior to contract award without obligation in any manner for proposal preparation, interview, fee negotiation or other marketing costs associated with this RFP.

15.7. Price Validity
Prices provided by Proposers in response to this RFP are valid for 180 days from the proposal due date.

The Authority intends to award the contract within this time but may request an extension from the Proposers to hold pricing, until negotiations are complete, and the contract is awarded.

15.8. No Commitment to Award
Issuance of this RFP and receipt of proposals does not commit the Authority to award a contract. The Authority expressly reserves the right to postpone the proposal for its own convenience, to accept or reject any or all proposals received in response to this RFP, to negotiate with more than one Proposer concurrently, or to cancel all or part of this RFP.

15.9. Right to Negotiate and/or Reject Proposals
The Authority reserves the right to negotiate any price or provision, task order or service, accept any part or all of any proposals, waive any irregularities, and to reject any and all, or parts of any and all proposals, whenever, in the sole opinion of the Authority, such action shall serve its best interests and those of the tax-paying public. The Agreement, if any is awarded, will go to the Proposer whose proposal best meets the Authority’s requirements.
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Title: Affordable Housing Compliance and Property Management Services 34 15.10.Non-Discrimination
The Authority does not discriminate on the basis of race, color, national origin, religion, age, ancestry, medical condition, disability or gender in consideration for an award of contract.

The Authority's commitment to diversity and inclusion can be found here. 398
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Affordable Housing Compliance and Property Management Services November 20, 2024 399

TABLE OF CONTENTS
PAGE
1 Letter of Interest
PAGE
8 Price
PAGE
2 Organizational and
Personnel Background
PAGE
11 Affirmative Action
PAGE
5 Experience
PAGE
13 Additional Information
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Request for Proposal - RFP NO. HACLA 1

LETTER OF INTEREST
Letter of Interest November 20, 2024
Joe Barron
Senior Contracts and Grants Analyst
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
Subject: RFP NO. 2024-RFP-142 - Affordable Housing Compliance and Property Management Services
I am writing to express National Community Renaissance's keen interest in responding to the Request for Proposal (RFP) for Affordable Housing Compliance and Property Management Services. With our extensive qualifications and proven track record, we believe that National CORE is well-equipped to meet and exceed the expectations outlined in the RFP.

National CORE stands as one of the nation’s largest
nonprofit developers and managers of affordable rental
housing. Recognized as a "best in class" provider of property management services, we offer a comprehensive range of inhouse capabilities tailored to effectively manage the complexities inherent in affordable multifamily housing. We firmly believe that where you live matters, and at National CORE, we prioritize both people and place.

Our commitment to excellence is evidenced by our management of over 13,000 affordable and market-rate rental units across 100 developments nationwide, in collaboration with private and public entities. With more than 30 years of industry experience, we have honed a fully integrated approach that encompasses expertise in human resources, finance, asset management, compliance, risk management, energy and sustainability, relocation and capital improvements.

At National CORE, we understand that high-quality management and a long-term focus are instrumental in preserving the integrity of our communities and fostering environments where residents can take pride in calling home. We are dedicated to delivering exceptional service that aligns with the unique needs of each property and its residents, ensuring a positive and sustainable living experience for all.

Considering our commitment to excellence and our
proven ability to deliver results, we are confident that National CORE is well-positioned to fulfill the requirements outlined in the RFP. We look forward to the opportunity to collaborate with the The City of Palm Desert and contribute to the success of your property management initiatives.

Thank you for considering National CORE for this partnership opportunity. Should you require any further information or clarification, please do not hesitate to contact me at (909) 204-3451 or [email protected]
Sincerely,
Michael Ruane
President
National Community Renaissance
401
Organizational and
Personnel Background
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Request for Proposal - RFP NO. HA-2024-110-MX - Property Management Services )"$-" 3

ORGANIZATIONAL AND PERSONNEL BACKGROUND
Organizational and
Personnel Background
National Community Renaissance (National CORE) is a prominent nonprofit organization committed to developing, acquiring, and managing affordable housing properties. With a mission centered around transforming lives and communities through high-quality affordable housing, National CORE has established itself as a leader in the field, driven by a passion for social impact and sustainable community development.

QUALIFICATIONS:

1. Extensive Experience: National CORE draws from decades of hands-on experience in developing, acquiring, and managing affordable housing properties. This extensive background equips the organization with invaluable insights and expertise, enabling it to navigate the intricate landscape of affordable housing development effectively.

2. Proven Track Record: National CORE's track record speaks volumes about its proficiency and efficacy in delivering tangible results. With more than 13,000 units developed and managed across various states, the organization has demonstrated its ability to transform communities, uplift residents, and catalyze positive change on a significant scale.

3. Collaborative Partnerships: National CORE recognizes the pivotal role of partnerships in driving meaningful impact.

By forging strategic alliances with government agencies, financial institutions, philanthropic entities, and community stakeholders, the organization amplifies its reach, resources, and capabilities, fostering a collaborative ecosystem
conducive to sustainable community development.

4. Financial Stability: National CORE's financial stability forms a cornerstone of its operational prowess. Equipped with a robust financial foundation and access to diverse funding sources, including public subsidies, tax credits, grants, and private investments, the organization possesses the agility and resources necessary to embark on ambitious projects and surmount financial challenges effectively.

5. Commitment to Innovation: National CORE remains at
the vanguard of innovation, continuously exploring and
implementing cutting-edge approaches, technologies, and best practices to enhance the affordability, sustainability, and livability of its housing developments. By embracing innovation, the organization drives efficiency, optimizes resource utilization, and delivers superior outcomes for residents and communities.

6. Regulatory Compliance: National CORE upholds the highest standards of regulatory compliance, ensuring adherence to all applicable laws, regulations, codes, and industry standards governing affordable housing development. By prioritizing compliance, the organization safeguards the rights, safety, and well-being of residents while maintaining the integrity and credibility of its operations.

7. Award-Winning Portfolio: National CORE's portfolio
stands as a testament to its unwavering commitment to
excellence. With numerous awards and accolades garnered for its outstanding achievements in design, construction, sustainability, and community impact, the organization's projects exemplify innovation, quality, and social responsibility, setting a benchmark for industry peers.

MAJOR ORGANIZATIONAL STRENGTHS:

1. Mission-Driven Culture: At the heart of National CORE lies a mission-driven culture that inspires and empowers its team members to effect positive change. Fueled by a shared commitment to the organization's overarching mission of transforming lives and communities through affordable
housing, employees channel their passion, dedication, and expertise towards realizing this noble vision.

2. Expertise in Affordable Housing: National CORE's
multidisciplinary team comprises seasoned professionals with specialized expertise in every facet of affordable housing development, from site selection and financial structuring to design, construction, property management, and resident services. This collective knowledge and proficiency empower the organization to execute projects with precision, efficiency, and excellence.

3. Community Engagement: National CORE recognizes the
intrinsic value of community engagement as a catalyst for inclusive, sustainable development. By actively engaging with local residents, community leaders, advocacy groups, and other stakeholders, the organization fosters meaningful dialogue, builds trust, and solicits valuable insights to inform its decision-making processes and ensure alignment with community needs and aspirations.

4. Sustainable Practices: Sustainability lies at the core of National CORE's ethos, permeating every aspect of its operations.

From incorporating energy-efficient design features and sustainable building materials to implementing renewable energy solutions and green infrastructure, the organization prioritizes environmental stewardship, resource conservation, and long-term sustainability in its housing developments, thereby minimizing ecological footprint and operating costs while enhancing resident comfort and well-being.

5. Commitment to Social Equity: National CORE remains
steadfast in its commitment to advancing social equity
and fostering inclusive communities where individuals of all backgrounds and circumstances have access to safe,
affordable housing and opportunities for upward mobility. By proactively addressing issues of housing inequality, economic disparity, and systemic injustice, the organization seeks to create a more just, equitable society where every individual can thrive and fulfill their potential.

6. Transparent Governance: National CORE upholds principles of transparency, accountability, and ethical governance across all facets of its operations. Through robust governance structures, policies, and practices, the organization ensures integrity, fairness, and compliance with legal and ethical standards, fostering trust and confidence among stakeholders and safeguarding the interests of residents, investors, and partners alike.

7. Capacity for Growth: National CORE's expansive capacity for growth positions it as a dynamic force for positive change in the affordable housing landscape. Armed with a diverse portfolio of projects, a skilled workforce, and a proven track 403
4 ORGANIZATIONAL AND PERSONNEL BACKGROUND
record of success, the organization possesses the agility, resources, and strategic foresight to pursue ambitious growth initiatives, expand its footprint, and amplify its impact on communities nationwide.

In essence, National Community Renaissance (National CORE) stands as a paragon of excellence and innovation in the affordable housing sector, driven by a steadfast commitment to social impact, sustainability, and community empowerment. With its unparalleled qualifications, major organizational strengths, and unwavering dedication to its mission, National CORE continues to redefine the boundaries of possibility, transforming lives and communities for the better, one affordable housing development at a time.

INTEGRATED TEAM OF PROFESSIONALS

ACCOUNTING
Our Accounting Team watches over the financial solvency of our properties in order to maximize income, minimize bad debt, and maximize cash distribution to owners.
• Financial and operations auditing
• Financial reporting
• Cost containment analyses
• Strategic planning and benchmarking
• Yardi Voyager, web-based property management software and asset management solutions

ASSET MANAGEMENT
Comprehensive asset management planning, financial reviews, onsite physical and staff evaluations, debt restructuring/resyndication, review of agency requirements and documentation plus constant communication.
• Responsible for the preservation of the physical assets • Submit monthly, quarterly, semi-annual and annual reports • Supervise disbursements
• Develop property watch list for under-performing properties

CAPITAL IMPROVEMENTS
Preserves the integrity of the physical platform while introducing modern touches to keep the property current and efficient. • Interior and exterior maintenance
• Skilled maintenance staff
• Cost containment analyses
• HandyTrac Key Management System
• Focus on leasing units with minimal turn time, maximizing economic occupancy

COMPLIANCE
Maintains a service-oriented approach designed to assist owners and agents in complying with the many complex federal and state housing regulations.
• Full regulatory compliance
• Compliance certification and recertification
• Measure and evaluate site level staff
• Monitor file turnaround times
• Identify training opportunities
• Custom compliance property checklist based on the funding sources and specific compliance requirements
• Compliance monitoring audits

ENERGY AND SUSTAINABILITY
“Doing Our Part” to develop sustainable communities and implement conservation programs that maintain the health and stability of our communities.
• Turf removal and smart irrigation
• Installation of high efficiency toilets, shower heads and flow restrictors
• Installation of high efficiency front load washers
• Installation of demand control devices
• Installation of Wi-Fi controlled thermostats
• LED lighting upgrades
• Utility data tracking with WegoWise

HUMAN RESOURCES
We offer a full service HR team to provide employee relations and operational support.
• Recruitment, hiring and retention
• Compensation and benefits
• Payroll and HR systems
• Employee relations
• Performance management
• Training and development
• Safety management

PROPERTY MANAGEMENT
Experts in resident service programs, facilities management, maintenance, leasing, and compliance with affordable housing regulations allows owners and agents to place their trust in our services and achieve the highest level of resident satisfaction. • Planning and budgeting
• Market evaluation
• Advertising, marketing and lease-up
• Resident screening
• Lease renewal negotiations
• Rent and maintenance collection
• Supervision of personnel
• Owner/resident relations
• Residential relocation

RISK MANAGEMENT
Identifies, assesses and controls threats to capital and earnings. • Oversees contract negotiations
• Conducts vendor and contract screenings
• Mitigates safety and environmental issues
• Annual property inspections
404
Experience
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Request for Proposal - RFP NO. HA-2024-110-MX - Property Management Services HACLA 6

EXPERIENCE
Experience
National CORE is one of the nation’s
largest nonprofit developers and
managers of affordable rental housing.

As a “best in class” provider of property
management services, National CORE
offers an array of in-house capabilities to
navigate the complexities of managing
affordable multifamily housing.

BECAUSE WHERE YOU LIVE MATTERS
At National CORE, we believe that people and place matter.

High-quality management and a long-term focus are keys to preserving the integrity of our communities and creating a place residents are proud to call home.

Here's a deeper exploration of our key strategies and strengths:

1. Resident-Centric Approach: National CORE's dedicated staff is deeply committed to exceeding the needs of residents.

They prioritize tenant satisfaction by offering responsive maintenance services, organizing community events, and
providing resources to support residents' well-being. By fostering a sense of community and actively listening to residents' concerns, they create a positive living environment for all.

2. Performance Optimization: National CORE is committed to maximizing rents and overall property performance. Through monthly operational reviews, they closely monitor financial metrics, occupancy rates, and maintenance costs to identify areas for improvement and implement strategic adjustments.

This proactive approach ensures that properties operate at their fullest potential while maintaining affordability for residents.

3. Stakeholder Engagement: Regular communication with
all stakeholders, including residents, local governments, investors, and community organizations, is a cornerstone of National CORE's property management strategy. By
fostering transparent and open dialogue, they build trust and collaboration, enabling effective problem-solving and alignment of goals.

4. Legal Compliance Expertise: National CORE's team comprises experts in landlord/tenant laws and fair housing regulations.

They stay abreast of the latest legal developments and ensure strict adherence to all relevant regulations, minimizing legal risks and protecting the rights of both tenants and property owners.

5. Owner's Perspective: With ownership of over 100 properties, National CORE understands the intricacies of property
management from an owner's perspective. They prioritize long-term asset preservation and value enhancement,
employing sound financial management practices and
strategic decision-making to optimize returns on investment.

6. Innovative Solutions: National CORE continuously seeks innovative solutions to enhance property management
efficiency and effectiveness. Whether through the
implementation of advanced technology systems, sustainable practices, or community development initiatives, they
remain at the forefront of industry best practices to deliver exceptional results.

7. Commitment to Continuous Improvement: National CORE's commitment to excellence extends to ongoing learning and improvement. They invest in staff training and development, leverage feedback mechanisms, and conduct regular
performance evaluations to identify areas for enhancement and ensure continuous growth and success.

EXPERIENCE WITH SERVING AS A PROVIDER OF PROPERTY

MANAGEMENT SERVICES
National Community Renaissance stands as a beacon of excellence in the realm of property management, a trusted
steward for esteemed entities like Ethos, Invesco, City of Rosemead, LINC Housing, Episcopal Communities & Services and our newest partnership with The Housing Authority of the City of Los Angeles (HACLA). With unwavering dedication and a commitment to excellence, National CORE
manages a diverse portfolio comprising 596 marketrate units across five premier properties nestled in the picturesque San Fernando Valley, CA, as well as 136 units for the Episcopal Communities & Services in the vibrant locale of Redondo Beach, CA, 200 units for the City of Rosemead, 1,100 units for LINC Housing and an upcoming 835 units for HACLA.

National CORE's partnership with Ethos, Invesco, City of Rosemead, LINC Housing, the Episcopal Communities & Service, and HACLA underscores its reputation as a trusted ally
in the realm of property management. By leveraging its
expertise and innovative approach, National CORE
consistently delivers exceptional results, maximizing
property value and enhancing the overall community
experience.

In every interaction and endeavor, National CORE embodies professionalism, integrity, and a genuine passion for
creating spaces where individuals and families can flourish.

Through its unwavering commitment to excellence, National CORE sets the gold standard for third-party property
management, earning the admiration and trust of clients and residents alike.
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Request for Proposal - RFP NO. HA-2024-110-MX - Property Management Services City of Rosemead 7

EXPERIENCE
The specific individual assigned to work with the City of Palm Desert from National Community Renaissance (National
CORE) would be Courtney Richard, Senior Vice President of Property Management.

Courtney Richard has been an integral part of the National CORE team since 2012, bringing with her extensive experience in property management dating back to 2009. In her role, Courtney oversees the operations and management of National CORE's extensive portfolio of 100+ affordable housing communities and leads a team of more than 350
professionals. Courtney's responsibilities
include setting strategic goals for
National CORE's largest division
to address the evolving needs
of the organization's expanding
portfolio and new business ventures.

Notably, in 2012, Courtney played a
pivotal role in establishing in-house
relocation services, a move that has
proven to be highly successful for
National CORE, generating additional revenue streams through third-party services while ensuring minimal resident hardship and compliance with regulatory requirements.

Recognized for her outstanding contributions, Courtney has received accolades from industry organizations such as the Southern California Association on Nonprofit Housing (SCANPH) and Affordable Housing Finance. She holds several certifications, including RAD Project-Based Voucher, Rental Assistance
Certification, and Tax Credit Specialist. Courtney earned her Bachelor of Science in Business Administration from Cal State San Bernardino.

To maximize net income at the properties it manages, National CORE’s Senior VP of Property Management conducts:
• Detailed budget development and review processes
• Monthly financial reviews with regional managers
• Quarterly in-depth reviews with CFO, controller, asset managers, and regional managers
• Ongoing monitoring and analysis by financial analyst to maximize property performance
As the Senior Vice President of Property Management, Courtney Richard would be the key liaison between National CORE
and the City of Palm Desert, leveraging her expertise and leadership to ensure successful collaboration and the
fulfillment of shared objectives.

OTHER KEY STAFF MEMBERS:

In addition to Courtney Richard, the Senior Vice President of Property Management, several other individuals from
National Community Renaissance (National CORE) would be involved on the property management level in collaboration with the City of Palm Desert. These individuals play critical roles in ensuring the effective management and operation of
National CORE's affordable housing communities. They
include:

1. VP of Maintenance and Capital Improvements: Responsible for overseeing maintenance operations and capital improvement projects across National CORE's properties, ensuring that they are well-maintained and meet quality standards.

2. Director of Capital Improvements: Leads the planning and execution of capital improvement projects, working closely with property managers and maintenance teams to enhance the quality and value of National CORE's properties.

3. Director of Operations: Manages day-to-day operational activities at National CORE's properties, including leasing, resident services, and regulatory compliance, to ensure efficient and effective property management.

4. Director of PM Financials: Handles financial matters related to property management, including budgeting, financial
reporting, and analysis, to ensure fiscal responsibility and accountability.

5. Director of Relocation: Oversees relocation services, ensuring smooth transitions for residents affected by redevelopment or renovation projects while complying with regulatory
requirements and minimizing disruptions.

6. Regional Lease-up Manager: Coordinates leasing activities and manages occupancy levels across National CORE's
properties, implementing strategies to maximize rental
income and minimize vacancies.

7.Property Management Project Managers: These professionals are responsible for overseeing specific projects or initiatives within the property management division, ensuring timely completion and successful implementation.

These individuals, along with Courtney Richard, form a cohesive team dedicated to delivering high-quality property management services in alignment with the goals and objectives of National CORE and the City of Pam Desert. Their collective
expertise and leadership contribute to the success and
sustainability of affordable housing communities in the region.

TIME REQUIRED TO BEGIN PROPERTY
MANAGEMENT:

National Community Renaissance (National CORE) stands
ready to commence property management services with
unparalleled efficiency and dedication. Our team understands the urgency of meeting the needs of our clients and their
communities, and we are fully equipped to start as early as required. Whether it's ensuring seamless transitions for newly acquired properties or swiftly addressing management needs for existing ones, National CORE is committed to providing prompt and comprehensive solutions.

With a well-established infrastructure and a team of
seasoned professionals, we have the capacity to mobilize quickly and initiate property management services without delay.

Our extensive experience in the affordable housing sector, coupled with our proven track record of excellence, enables us to hit the ground running and deliver results from day one.

Furthermore, our commitment to client satisfaction and
proactive communication means that we will work closely with stakeholders to understand their unique needs and priorities, ensuring a smooth and efficient transition to our property management services. Our goal is not just to meet expectations but to exceed them, providing exceptional service and support every step of the way.
407
Price
408
Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 9 PRICE
Joe Barron
Sr. Contracts and Grants Analyst
City of Palm Desert
73510 Fred Waring Drive, Palm Desert, CA 92260
Dear City of Palm Desert,
Subject: Proposal for Affordable Housing Compliance and Property Management Services
We at National Community Renaissance are delighted to submit this proposal for property management services to the City of Palm Desert.

Our proposal encompasses a comprehensive suite of services aimed at enhancing the quality of life for residents while ensuring the efficient operation and maintenance of your properties. With our proven track record and commitment to excellence, we are confident that our partnership will achieve your objectives and exceed your expectations.

Management Fee:

We propose a management fee of $70.00 per door (unit) per month, as outlined in the RFP packet. This fee reflects the value we provide through our extensive range of services, including but not limited to:

1. Property Maintenance:
• Routine inspections and maintenance checks to ensure properties are wellmaintained and in compliance with all regulations. • Prompt response to maintenance requests and emergencies to address issues swiftly and efficiently.
• Coordination of repairs and renovations to enhance property value and resident satisfaction.

2. Tenant Relations:
• Proactive communication with tenants to foster positive relationships and address concerns promptly.
• Implementation of community engagement initiatives to promote a sense of belonging and wellbeing among residents.
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Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 10 PRICE
• Fair and consistent enforcement of lease agreements and community rules to maintain a harmonious living environment.

3. Financial Management:
• Collection of rents and other fees in a timely manner to ensure consistent cash flow.
• Comprehensive financial reporting and budgeting to provide transparency and accountability.
• Strategic financial planning to optimize property performance and maximize returns on investment.

4. Compliance and Legal Support:
• Ensuring properties adhere to all local, state, and federal regulations, including Fair Housing laws and ADA requirements.
• Providing legal support and representation in matters related to evictions, lease agreements, and disputes.

5. Technology Integration:
• Implementation of cutting-edge property management software to streamline operations and enhance efficiency.
• Utilization of digital communication tools to facilitate seamless interaction with residents and stakeholders.

We are committed to tailoring our services to meet the unique needs and goals of the City of Palm Desert, and we welcome the opportunity to discuss any specific requirements or preferences you may have. Thank you for considering National Community Renaissance for your property management needs. We are eager to contribute to the success of your housing initiatives and look forward to the possibility of partnering with you.

Sincerely,
Courtney Richard
Senior Vice President
National Community Renaissance
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Affirmative Action
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City of Rosemead 12

AFFIRMATIVE ACTION
Affirmative Action
National Community Renaissance (National CORE) embraces and upholds the principles of equal opportunity and nondiscriminatory employment practices.

As a responsible and ethical organization, we are committed to creating a workplace culture that fosters diversity, equity, and inclusion at every level.

Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, training, promotion, compensation, and termination. We adhere strictly to all government regulations and legal requirements pertaining to nondiscriminatory employment practices, ensuring that every individual has an equal opportunity to thrive and succeed within our organization, regardless of their race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, or any other protected status.

National CORE believes that a diverse and inclusive workforce not only strengthens our organization but also enhances our ability to serve our residents and communities effectively. We actively seek to attract and retain talented individuals from diverse backgrounds, perspectives, and experiences, recognizing that diversity drives innovation, fosters creativity, and enriches our collective understanding.

Our commitment to equal opportunity is reflected in our policies, practices, and procedures, as well as in the training and education provided to our employees. We continuously monitor and evaluate our recruitment and employment practices to identify and address any barriers to equal opportunity and diversity, ensuring that our workplace remains fair, inclusive, and welcoming to all.

National Community Renaissance complies fully with all
government regulations regarding nondiscriminatory employment practices and is dedicated to fostering a workplace environment where every individual is respected, valued, and empowered to reach their full potential.

We are proud to be an Equal Opportunity Employer and remain steadfast in our commitment to diversity, equity, and inclusion in all aspects of our operations.
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Additional Information
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City of Rosemead 14

ADDITIONAL INFORMATION
Additional Information

MANAGEMENT SPECIALITY
National Community Renaissance (National CORE) has extensive experience working with Low Income Housing Tax Credits (LIHTC), Home programs, Section 8 Housing Choice Vouchers (HCV), and tax-exempt bond financed properties. Here's a breakdown of our experience with each:

1. Low Income Housing Tax Credits (LIHTC)
National CORE has a strong track record of developing and managing affordable housing projects utilizing Low Income Housing Tax Credits. LIHTC is a crucial tool in financing affordable housing developments, and our team has in-depth knowledge and expertise in navigating the complexities of LIHTC projects. We have successfully leveraged LIHTC to create high-quality affordable housing communities that meet the needs of low-income individuals and families.

2. Home Programs
National CORE has participated in Home programs aimed
at expanding access to affordable housing for low-income households. These programs provide funding for a variety of affordable housing activities, including the construction, acquisition, and rehabilitation of affordable housing units. Our experience with Home programs includes developing and
managing projects that utilize Home funds to provide safe, decent, and affordable housing options for individuals and families in need.

3. Section 8 Housing Choice Vouchers (HCV)
National CORE has significant experience working with Section 8 Housing Choice Vouchers, which provide rental assistance to eligible low-income individuals and families. We understand the regulations and requirements associated with the Section 8 program and have successfully partnered with local housing authorities to administer Section 8 vouchers at our affordable housing properties. Our goal is to ensure that residents have access to quality housing while receiving the support they need to maintain stable and sustainable housing situations.

4. Tax-Exempt Bond Financed Properties
National CORE has developed and managed properties
financed through tax-exempt bonds, which are often used to finance affordable housing projects. We have a thorough understanding of the complexities involved in structuring and financing tax-exempt bond transactions and have successfully utilized this financing mechanism to create affordable
housing opportunities in communities across the country.

Our experience with tax-exempt bond financing allows us to leverage available resources effectively and maximize the impact of our affordable housing developments.

National Community Renaissance's experience with Low
Income Housing Tax Credits, Home programs, Section 8
Housing Choice Vouchers, and tax-exempt bond financed
properties demonstrates our commitment to creating and
preserving affordable housing opportunities for individuals and families in need. We have a proven track record of success in developing and managing affordable housing projects that make a meaningful difference in the lives of residents and communities we serve.

PERSONNEL AND OWNERSHIP
A. National Community Renaissance (National CORE) prioritizes recruiting, hiring, training, developing, and retaining skilled staff as a cornerstone of our organization's success. Our approach encompasses several key principles:

1. Recruiting
• We actively seek out diverse talent pools to ensure that our workforce reflects the communities we serve.
• National CORE employs various recruitment strategies, including job postings, career fairs, networking events, and partnerships with educational institutions and
community organizations.
• We focus on attracting individuals who are passionate about our mission of creating and managing affordable
housing and who embody our core values of integrity,
excellence, and compassion.

2. Hiring
• Our hiring process is thorough and transparent, ensuring that candidates are assessed based on their skills,
experience, and alignment with our organizational culture. • We strive to create an inclusive and welcoming
environment for all applicants and prioritize diversity, equity, and inclusion throughout the hiring process.
• National CORE is committed to fair and equitable hiring practices that promote equal opportunity and access to
employment for all individuals.

3. Training and Development
• National CORE invests in comprehensive training and
development programs to equip employees with the
knowledge, skills, and tools they need to excel in their roles. • We provide both on-the-job training and formal training opportunities tailored to the specific needs and career aspirations of our staff members.
• Our training programs cover a range of topics,
including property management, customer service,
compliance, leadership development, and technical
skills development.
• We encourage continuous learning and professional
growth through workshops, seminars, online courses,
mentorship programs, and tuition reimbursement
initiatives.

4. Retention
• National CORE is committed to creating a supportive and inclusive work environment where employees feel valued, respected, and empowered to contribute to our mission.
• We prioritize employee engagement, recognition,
and feedback, fostering a culture of appreciation and
collaboration.
• Our organization offers competitive compensation
and benefits packages, including health and wellness
programs, retirement plans, and opportunities for
career advancement.
• We recognize the importance of work-life balance
and offer flexible work arrangements and employee
assistance programs to support the well-being of our
staff members.
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ADDITIONAL INFORMATION

5. Performance Management
• National CORE implements performance management
systems to set clear expectations, provide regular
feedback, and recognize and reward high performance.
• We encourage open communication and dialogue
between employees and supervisors to address
challenges, identify growth opportunities, and support
career development aspirations.
• Our performance management processes are designed
to promote accountability, transparency, and continuous improvement across all levels of the organization.

We believe that investing in our workforce is essential to achieving our mission of creating and managing affordable housing that enhances the quality of life for individuals and families in our communities.

B. National Community Renaissance (National CORE) is deeply committed to promoting equal opportunity and fostering
diversity, equity, and inclusion in all aspects of our operations, including employment, contracting, purchasing, and beyond.

Our policies and procedures reflect this commitment and are designed to ensure fairness, transparency, and nondiscrimination in all interactions with employees, contractors, vendors, and partners.

1. Equal Opportunity in Employment
• National CORE strictly prohibits discrimination in
employment on the basis of race, color, religion, sex,
sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable laws and regulations.
• We adhere to all federal, state, and local laws governing equal employment opportunity and affirmative action,
including Title VII of the Civil Rights Act of 1964, the Americans with Disabilities Act (ADA), and the Age
Discrimination in Employment Act (ADEA).
• Our recruitment, hiring, promotion, compensation, and other employment-related practices are conducted
without regard to protected characteristics, and all
employment decisions are based solely on merit,
qualifications, and job-related criteria.

2. Contracting and Purchasing
• National CORE promotes fair and open competition
in contracting and purchasing processes and seeks to
provide equal opportunities for businesses of all sizes, including minority-owned, women-owned, veteranowned, and small businesses. • We actively seek out diverse suppliers and contractors and encourage their participation in our procurement
processes through outreach efforts, supplier diversity
programs, and partnerships with diverse business
organizations.
• Our procurement procedures prioritize the selection of vendors and contractors based on their qualifications,
capabilities, and value proposition, rather than factors unrelated to the quality of goods or services provided. • National CORE is committed to fostering strong,
collaborative relationships with our suppliers and
contractors, based on mutual respect, integrity, and
accountability.

3. Training and Awareness
• National CORE provides training and education
to employees, contractors, and vendors on equal
opportunity principles, non-discrimination policies, and best practices for promoting diversity and inclusion in the workplace.
• We encourage open dialogue and communication
regarding equal opportunity issues and strive to create a culture of respect, understanding, and acceptance
among all members of the National CORE community.
• Our organization regularly reviews and updates
our policies and procedures to ensure compliance
with applicable laws and regulations and to address
emerging issues and best practices related to equal
opportunity and diversity.

4. Compliance and Accountability
• National CORE maintains robust systems for monitoring, evaluating, and enforcing compliance with equal
opportunity policies and procedures.
• We investigate and address complaints of discrimination, harassment, or other violations of equal opportunity
principles promptly and impartially, taking appropriate corrective action as necessary.
• Our commitment to equal opportunity is integral to our organizational values and is reflected in our leadership's unwavering dedication to upholding the highest
standards of integrity, fairness, and ethical conduct.

We are committed to creating a culture of inclusivity where all individuals are treated with dignity, respect, and fairness, and where everyone has the opportunity to thrive and succeed. 415
City of Rosemead 16

ADDITIONAL INFORMATION

LEADERSHIP
MICHAEL M. RUANE
President
Michael M. Ruane, National CORE’s
President, leads the development of
program and business strategies for
the organization and is responsible
for overseeing all operating
departments. Previously, Mr. Ruane
served in a variety of leadership
positions in Orange County, including
Chief of Strategy and Public Affairs
of CalOptima, Executive Director of the Children and Families Commission, Assistant County Chief Executive Officer and Director of the Environmental Management Agency. Mr. Ruane is a graduate of the University of California, Irvine, and earned a master’s degree from the UCLA Graduate School of Architecture and Urban Planning. Mr. Ruane is the Immediate Past Chair of the Orange County/Inland Empire District Council of the Urban Land Institute and is the Jury Chair for the 2016 HUD Innovation in Affordable Housing national design and planning competition.

ROBERT DIAZ
Executive Vice President & General
Counsel
Robert Diaz is National CORE’s
Executive Vice President and
General Counsel. Robert drives
organizational growth and works
to develop National CORE’s
infrastructure to maximize our team’s
effectiveness and efficiency in pursuit
of our mission.

Robert joined National CORE in 2017 as its General Counsel and previously served as Chief Administrative Officer before assuming his current responsibilities. Prior to joining National CORE, Robert served in various capacities as an attorney in the areas of debt finance, corporate governance, banking regulations, mergers and acquisitions and general corporate law. Robert has also focused on the development and implementation of corporate controls and structure and has significant experience in large-scale regulatory remediation efforts in the financial industry.

Robert graduated from the University of Chicago Law School and received his B.S. degree in Business Administration from Chapman University. He was commissioned as an officer in the United States Army Reserve and served as a member of the Army’s JAG Corps for 15 years.

EXECUTIVE TEAM
DORETTA “DORRIE” BRYAN
Senior Vice President Of Operations
Dorrie Bryan began her career
with National CORE in 1995 as the
Executive Assistant to our Founder
and CEO. After graduating from
the University of California Riverside
Human Resources Certificate
Program in 1999, Dorrie was
promoted to Vice President of
Human Resources and Operations.

In her current role, she is responsible for planning, developing, implementing, administering, and budgeting for all areas of employment, compensation, benefits, training, employee
relations, legal compliance, affirmative action, and health and safety programs, for National CORE’s 400+ employees. Other professional affiliations include Professionals in Human Resources Association and the Society of Human Resources Management.

ALYSSA COTTER
Vice President, Hope Through
Housing Foundation
Alyssa Cotter is a fundraising
professional with more than 15 years
of experience in nonprofit, higher
education and local government
settings. As Vice President for the
Hope through Housing Foundation,
she oversees the day-to-day
operations and strategic focus of
the Foundation. In her five years with Hope through Housing, Alyssa has been instrumental in building strategic partnerships and strong financial support from the community through numerous initiatives, including the creation of the Women of Hope affinity group, the launch of the Building Bright Futures Scholarship program for high-school graduates and adult learners as well as successfully raising more than $5 million to support resident programs in California, Texas and Florida. Previously, she coordinated individual giving, corporate/private foundation relations and large-scale special events. Before joining Hope through Housing, Alyssa served as director of development at the Inland Empire United Way and as director of constituent and scholarship programs for the UCR Alumni Association.

Alyssa earned her bachelor’s degree in business management and master’s degree in public administration from California State University, San Bernardino. Alyssa serves as incoming chair of the Board of Directors for the Association of Fundraising Professionals, Inland Empire Chapter.
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ADDITIONAL INFORMATION

MICHAEL FINN
Chief Financial Officer
Michael Finn is National CORE’s
Chief Financial Officer. As CFO,
Michael is responsible for the overall
financial strategy and fiscal practices
of the organization. He oversees
corporate, real estate development,
construction, and property
management accounting, strategic
financial planning and analysis, IT, risk
management and vendor relations. Has the overall responsibility to steward the organizations $1.2B in real estate assets and works closely with the Board of Directors Audit and Finance committees.

Before joining National CORE, he served as CFO for a major healthcare technology company and brings more than 25 years of management experience in finance and accounting. He has significant experience in the technology, healthcare, real estate, construction, manufacturing, and entertainment fields. He received his bachelor’s degree in economics from UCLA.

CHRIS KILLIAN
Senior Vice President Of Construction
Chris Killian, Senior Vice President
of Construction, began his career at
National CORE in 2004 as an onsite
Construction Superintendent and
has held various positions within the
organization, including Construction
Manager and Vice President of
Estimating. During his tenure
with National CORE, he has been
responsible for the construction and renovation of more than 1,240 apartment units, valued at approximately 215 million dollars. Prior to joining National CORE, Chris spent five years with the Fontana Unified School District, where as a Project Manager he was involved in the construction of four new schools with a total value of 103 million dollars. He also was responsible for the coordination of infrastructure and installation of numerous modular facilities during his time with the school district. Chris has a BS from the University of Redlands, and has taken course work in construction and supervision from Riverside Community College. He is a licensed General Contractor(B) in the State of California.

COURTNEY RICHARD
Senior Vice President Of Property
Management
Courtney Richard, Senior Vice
President of Property Management,
has been a member of the National
CORE team since 2012 and has
worked in property management
since 2009. In her role, she oversees
the operations and management of
National CORE’s 100+ affordable
housing communities and a team of more than 300. She is responsible for setting strategic goals for National CORE’s largest division to meet the growing needs of National CORE’s expanding portfolio and new business lines.

In 2012, Courtney was instrumental in bringing relocation services in-house. Under her leadership, the team has launched a lucrative business line for National CORE, offering third-party services.

Her unique approach to relocation minimizes resident hardship and provides consistent communication with residents while complying with mandated regulations.

Courtney has been recognized for her accomplishments by the Southern California Association on Nonprofit Housing (SCANPH) and Affordable Housing Finance. She holds multiple certifications, including RAD Project-Based Voucher, Rental Assistance
Certification and Tax Credit Specialist. She graduated from Cal State San Bernardino with a Bachelor of Science in Business Administration.
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ADDITIONAL INFORMATION

JILL VAN BALEN
Senior Vice President Of Marketing
And Communications
Jill Van Balen began her career with
National CORE and Hope through
Housing in 2001 as the Executive
Assistant for the Founder and CEO.

Since then, Jill has held several
positions within the organization,
including Marketing and Fund
Development Manager, Manager of
Corporate Affairs and Grant Writer. In her current capacity, she is responsible for all corporate and business group branding, marketing and public relations to promote, enhance and grow the brands of National CORE and Hope through Housing.

Active in her community, Jill is the Past President of the Board of Directors for the Association of Fundraising Professionals Inland Empire Chapter, she also serves on the Board of Directors for the Purple Hearts and on the Board of Directors’ Fundraising Committee for OPARC. She received her Bachelor of Arts Degree in Communications/Marketing from Virginia Polytechnic Institute and State University in Blacksburg, Virginia.

ALEXA WASHBURN
Chief Development Officer
Alexa Washburn is Chief
Development Officer for National
CORE. As an affordable housing
developer and public agency
program manager, Alexa has
managed, prepared and
implemented a variety of community
development projects over her
20 year career. Her projects have been recognized with 12 awards from the American Planning Association and Southern California Association of Governments. She applies her creative land planning, design solutions, and in-depth understanding of progressive policy and implementation strategies to effectively enhance the feasibility, livability, and sustainability of National CORE’s communities. Alexa is responsible for acquisitions, forward and advanced planning, environmental, entitlements, and community outreach. She also established National CORE’s consulting practice, providing consulting services to public and private sector clients.

Alexa is an advanced professional in LEED Neighborhood
Development (LEED AP ND), and has earned a certificate from UCLA in Affordable Housing Development, bachelor’s degrees in urban planning, geography and environmental studies, and a Master’s degree in public policy & administration.

ASHLEY WRIGHT
Senior Vice President Of Development
In his role as Senior Vice President, Ashley Wright oversees all development activities for the organization. He has more than 25 years of experience in real estate finance and housing development. His knowledge includes entitlement, project management, development and construction of multifamily rental housing, for sale housing and commercial. He is proficient with numerous market-rate and affordable housing financing sources such as low-income housing tax credits, various state and federal programs, tax-exempt bonds, private equity and conventional financing. Ashley graduated from the California State Polytechnic University, Pomona, with a focus in finance, real estate and law. 418
City of Rosemead 19

ADDITIONAL INFORMATION

ORGANIZATIONAL CHART OF LEADERSHIP
Chairman of the Board / Board of Directors
Interim CEO
Jeff Burum
President
Michael Ruane
Senior Vice
President
of Property
Management
Courtney
Richard
Senior Vice
President of
Hope through
Housing
Alyssa Cotter
Senior Vice
President of
Operations
Dorrie Bryan
Chief Financial
Officer
Michael Finn
Senior Vice
President of
Development
Finance
Ashley Wright
Chief
Development
Officer
Alexa
Washburn
Senior Vice
President of
Construction
Chris Killian
Senior Vice
President of
Marketing and
Board Liason
Jill Van Balen
Executive Vice President & General Counsel
Robert Diaz
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ADDITIONAL INFORMATION

ORGANIZATIONAL CHART OF PROPERTY MANAGEMENT
VP of Maintenance and Capital Improvement
Senior Vice President of Property Management
Director of
Operations
6 File
Roving
Specialists
Director of PM
Financials
Regional
Director
Manager
6 Relocation
Specialists
6 Regional
Managers
Area
Manager
6 Regional
Managers
Area
Manager
Director
of Capital
Improvements
6 RSMs
Regional
Director
Manager
Director of
Relocation
PM Project
Manager
PM Project
Manager
Regional Lease
Up Manager
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ADDITIONAL INFORMATION

OPERATION POLICIES

NATIONAL COMMUNITY RENAISSANCE'S APPROACH

1. Maintenance: National CORE prioritizes proactive and responsive maintenance to ensure properties are wellmaintained and residents' needs are promptly addressed.

This includes routine inspections, timely repairs, and a focus on preventive maintenance to minimize future issues.

Example: Implementing a predictive maintenance program
using data analytics and technology to anticipate equipment failures and address them before they occur, thereby reducing downtime and maintenance costs.

2. Resident Services and Relations: National CORE is dedicated to providing comprehensive resident services to enhance quality of life and foster a sense of community. This may include educational programs, social activities, and access to support services tailored to residents' needs. Additionally, maintaining open communication channels and addressing
concerns promptly are vital for positive resident relations.

Example: Establishing partnerships with local organizations to offer job training, financial literacy workshops, and wellness programs tailored to residents' interests and needs.

3. Marketing: National CORE employs strategic marketing initiatives to attract and retain residents, emphasizing the unique features and benefits of each property. This may involve targeted advertising campaigns, community outreach efforts, and leveraging digital platforms to reach prospective residents.

Example: Launching a digital marketing campaign highlighting the affordability, amenities, and community atmosphere
of properties to attract potential tenants from diverse backgrounds.

4. Strategic Planning: National CORE engages in comprehensive strategic planning to set clear goals and objectives for property management, aligning with broader organizational objectives. This involves analyzing market trends, assessing community needs, and identifying opportunities for growth and improvement.

Example: Developing a long-term strategic plan for property portfolio expansion, identifying target markets and acquisition opportunities that align with National CORE's mission and vision.

5. Management Review: National CORE conducts regular
management reviews to evaluate performance, identify areas for improvement, and ensure alignment with organizational goals. This involves analyzing key performance indicators, soliciting feedback from stakeholders, and implementing strategies to enhance efficiency and effectiveness.

Example: Implementing a quarterly performance review
process where property managers and team members
discuss accomplishments, challenges, and opportunities for growth, fostering a culture of accountability and continuous improvement.

PROGRAM COMPLIANCE
National CORE prioritizes compliance with all applicable housing programs, including LIHTC (Low-Income Housing Tax Credit), HOME Investment Partnerships Program, Section 8, and taxexempt bond regulations. This involves thorough understanding of program requirements, meticulous record-keeping, and adherence to reporting deadlines.

ROUTINE AND PREVENTIVE MAINTENANCE
National CORE emphasizes the importance of both routine and preventive maintenance to ensure properties remain in optimal condition. Routine maintenance involves regular inspections and repairs to address day-to-day issues, while preventive maintenance focuses on proactive measures to prevent major breakdowns and extend the lifespan of equipment and facilities.

PUBLIC RELATIONS AND CRISIS MANAGEMENT
National CORE recognizes the significance of public relations and crisis management in maintaining a positive public image and addressing emergencies effectively. This includes proactive communication with stakeholders, media relations strategies, and preparedness planning to mitigate risks and respond swiftly to crises.

ESSENTIAL PROJECT OPERATIONS SUGGESTIONS
• Prioritize resident satisfaction and engagement through comprehensive resident services and proactive communication. • Invest in ongoing training and professional development for staff to ensure they have the skills and knowledge needed to excel in their roles.
• Foster strong partnerships with local organizations,
government agencies, and community stakeholders to
leverage resources and support community development
initiatives.
• Embrace innovation and technology to streamline operations, enhance efficiency, and improve resident experiences.
• Maintain strict compliance with regulatory requirements and housing program guidelines to safeguard financial stability and uphold ethical standards.

FINANCIAL & ACCOUNTING

ACCRUAL ACCOUNTING
National Community Renaissance (National CORE) has extensive experience with accrual accounting. We generate accrual accounting statements using industry-standard accounting software such as QuickBooks, Yardi, or similar platforms. These software solutions allow for accurate recording of revenue and expenses when they are incurred, regardless of when cash transactions occur. This method provides a more comprehensive and accurate picture of financial performance over time. 421
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ADDITIONAL INFORMATION

CHART OF ACCOUNTS
Our team is proficient in adapting accounting statements to align with specific chart of accounts requirements, including those set forth by the City of Palm Desert. We have the capability to generate accounting statements using the City of Palm Desert's chart of accounts or any other customized chart of accounts as necessary to meet the reporting needs of our clients and regulatory authorities.

ELECTRONIC POSTING
National CORE is equipped to deliver accounting statements and reports electronically. We utilize secure online portals, email communications, and electronic document management systems to efficiently distribute a ccounting statements and reports to clients, stakeholders, and team members. This ensures timely delivery of financial information while reducing paper waste and administrative burden.

BUDGETING PROCEDURES:

National CORE implements robust budgeting procedures
to ensure effective budget control for each site under
management. Our approach involves the following steps:
• Comprehensive Analysis: We conduct a thorough analysis of historical financial data, market trends, and property-specific factors to establish realistic budget targets.
• Stakeholder Involvement: We collaborate with property owners, investors, and other stakeholders to develop budgets that align with their financial goals and objectives.
• Expense Monitoring: We closely monitor expenses throughout the budget period, tracking variances and identifying areas where costs can be contained or reduced.
• Performance Reviews: Regular performance reviews are
conducted to assess budget adherence and identify
opportunities for efficiency improvements.
• Continuous Improvement: We continuously evaluate and
refine budgeting procedures to maximize efficiencies and contain costs, leveraging technology and industry best
practices to optimize financial performance.

By implementing these budgeting procedures, National CORE strives to ensure that each site operates within its financial means while delivering high-quality services and maintaining the longterm sustainability of the property.

PORTFOLIO EXPERIENCE
Please see following pages.
422
City of Rosemead 23

ADDITIONAL INFORMATION

FURTHERANCE OF NATIOANL CORE'S MISSION

MANAGEMENT OF A PROPERTY CATERING TO A

CHALLENGING RESIDENT POPULATION
National Community Renaissance (National CORE) has
successfully managed properties catering to challenging resident populations, including those in need of Permanent Supportive Housing (PSH).

Example: National CORE manages a property that provides PSH to individuals experiencing chronic homelessness, mental health issues, and substance abuse disorders. The challenging population presented complex needs requiring a comprehensive approach to management.

TECHNIQUES USED

1. Collaborative Partnerships: National CORE partnered with local social service agencies, healthcare providers, and community organizations to provide wraparound services such as case management, counseling, and access to healthcare.

2. On-Site Support Services: The property offered on-site supportive services, including counseling sessions, life skills workshops, and substance abuse treatment programs,
tailored to the unique needs of residents.

3. Trauma-Informed Care: National CORE implemented traumainformed care practices to create a safe and supportive environment for residents, recognizing the impact of past trauma on behavior and well-being.

4. Resident Engagement: The property facilitated resident engagement through regular community meetings, resident councils, and social activities, empowering residents to take ownership of their living environment and fostering a sense of belonging.

5. Staff Training: National CORE provided specialized training to property management staff on managing challenging
populations, including conflict resolution, de-escalation techniques, and empathy-driven communication.

Through these techniques, National CORE successfully managed the property, improving resident outcomes, enhancing community stability, and promoting self-sufficiency among residents.

TYPES OF POPULATION SERVED AND MANAGEMENT

TECHNIQUES
National CORE has served a diverse range of populations, including families, seniors, individuals with disabilities, veterans, and individuals experiencing homelessness. The management techniques employed vary based on the specific needs of each population but may include:

Tailored Support Services: Offering on-site support services tailored to the unique needs of each population, such as childcare, transportation assistance, and health and wellness programs.

Culturally Competent Care: Providing culturally competent care and services that respect the diversity and backgrounds of residents, including language-specific support and culturally sensitive programming.

Accessibility Features: Implementing accessibility features and accommodations to ensure that properties are inclusive and accessible to individuals with disabilities.

Community Building: Facilitating community-building
activities and events to foster connections among residents, promote social cohesion, and create a sense of belonging.

Housing First Approach: Embracing a Housing First approach that prioritizes providing stable housing as a first step toward addressing other needs, such as employment, healthcare, and social integration.

By employing these techniques, National CORE effectively manages properties, promotes resident well-being, and
contributes to the overall success of communities.
423
City of Rosemead 24

ADDITIONAL INFORMATION

LIST OF REFERENCES
Charlie Rahilly
Executive Vice President and Chief Executive Officer ECS – Episcopal Communities & Services
2212 El Molino Ave.

Altadena, CA 91001
Office: (626) 403-5403
Mobile: (626) 773-6569
[email protected]
Cecilia Chang
Senior Director – Asset Management
Invesco Real Estate
620 Newport Center Drive, Suite 300
Newport Beach, CA 92660
Office: 949-222-6311
[email protected]
John Diskant
Senior Vice President
ETHOS Real Estate
1230 Rosecrans Ave, Suite #405
Manhattan Beach, CA 90266
Mobile: 310-775-5993
[email protected]
Partners in Developments that National CORE manages
James Aliberti
Chief Executive Officer
Linc Housing
3590 Elm Avenue
Long Beach, CA 90807
Office: (562) 684-1101
Mobile: (909) 747-2355
[email protected]
Destiny Garcia
Management Analyst
City of Rosemead
8838 E. Valley Blvd.

Rosemead, CA 91770
Office: (626) 569-2153
[email protected]
The Housing Authority of the City of Los Angeles
Contract Date: January 1, 2025
800+ Units
424
City of Rosemead 25

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

MIRAFLORES
Anaheim, CA
Start in 2022
Completion in 2024
86 29 1-bedroom
35 2-bedroom
22 3-bedroom
30%, 50%,
60% AMI
New Construction
Family
100% Affordable
8 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Public Flex Space
Outdoor Pool and Lounge Area
Playground
Community Garden
OCHFT
9% Low Income Tax Credits
City of Anaheim

SANTA ANGELINA
Placentia, CA
Start in 2022
Completion in 2024
65 1 Studio
58 1-bedroom
6 2-bedroom
30%, 50%,
60% AMI
New Construction
Senior
Special Needs
Homeless
100% Affordable
21 Developer
General Contractor
Property Manager
Supportive Services
Provider
Senior community center
Outdoor courtyards with event space
Passive landscaped seating areas
HCD Accelerator Program

HCD NPLH
Special Needs Housing Program
OCHF
County of Orange

LAS DAHLIAS
Los Angeles, CA
Start in 2021
Completion in 2024
78 20 Studios
49 1-bedroom
8 2-bedroom
30%, 50%,
60% AMI
New Construction
Family
Special Needs
Homeless
100% Affordable
39 Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Pocket Park
Rooftop Terrace
Forecort Plaza
California Affordable Housing Sustainable
Communities
4% Tax Exempt Bonds
LACDA

VISTA DE LA SIERRA
Riverside, CA
Start in 2022
Completion in 2024
80 40 1-bedroom
20 2-bedroom
20 3-bedroom
30%, 50%,
60% AMI
New Construction
Family
Special Needs
39 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Multipurpose room
Tot Lot
Pool
BBQ Area
Activity Lawn
4% Low Income Tax Credits
City of Riverside
County of Riverside

HCD NPLH
AHP

METRO VIEW
Rialto, CA
Start in 2022
Completion in 2024
55 23 1-bedroom
14 2-bedroom
17 3-bedroom
1 Manager’s Unit
30%, 40%,
50%, and
60% AMI
New Construction
Family
Special Needs
100% Affordable
0 Co-Developer
Supportive Services
Provider
Computer Lab Tot
Lot/Play Area Swimming
Pool Community Room
with Kitchen BBQ and Picnic Areas
9% Low Income Tax Credits
City of Rialto
San Bernardino County

VALLEY SENIOR
Escondido, CA
Start in 2021
Completion in 2023
50 49 Studios
1 2-bedroom
30%, 50%,
60% AMI
New Construction
Senior
Special Needs
Homeless
100% Affordable
25 Developer
General Contractor
Property Manager
Supportive Services
Provider
Senior Center
Outdoor Lounge Area
Ourdoor Recreation Area
City of Escondido, County of San Diego NPLH &
IHTF, AHP, Tax Credit Equity, Convention
Constructiona and Permanent debt

MOUNTAIN VIEW
Lake Forest, CA
Start in 2022
Completion in 2023
71 18 1-bedroom
35 2-bedroom
18 3-bedroom
30%, 40%,
50%, 60%
AMI
New Construction
Family
Special Needs
Homeless
100% Affordable
8 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Playground
Outdoor Lounge Area 9% TCAC, City of Lake Forest, SNHP/MHSA, County of Orange, OCHFT, CCRC
456 WEST
San Pedro, CA
Start in 2021
Completion in 2023
91 5 Studios
27 1-bedrooms
35 2-bedrooms
23 3-bedroom
30%, 40%,
50%, 60%,
80% AMI
New Construction
Family
100% Affordable
0 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Room
Workforce Housing
Bike Parking
Ground Floor Commercial
9% TCAC, HCID LA

LEGACY SQUARE
Santa Ana, CA
Start in 2021
Completion in 2023
93 30 1-bedroom
39 2-bedroom
24 3-bedroom
25%, 30%,
50%, 60%
AMI
New Construction
Family
Special Needs
Homeless
100% Affordable
33 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Mixed Use/Flex Space
Office Space
Public Art
4% TCAC, CalHFA SNHP, NPLH, AHSC HCD

CATHEDRAL PALMS
Cathedral City, CA
Originally Acquired 1997
Refinanced in 2022
224 191 Studios
40 2-Bedroom
40%, 50%
AMI
Acq/Rehab
Senior
100% Affordable
68 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool and Spa
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
County of Riverside HOME, City of Cathedral RDA,
FHLB AHP, Permanent bank loan

NESTOR SENIOR

VILLAGE
San Diego, CA
Start in 2021
Completion in 2022
74 73 Studios
1 Manager Unit
25%, 30%
AMI
New Construction
100% Special
Needs
Homeless
73 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Outdoor passive recreation areas
Lounge Areas
Recreational Courtyard
SDHC, County of San Diego NPLH, Tax Credit
Equity, Conventional Construction/Perm Debt
VILLA SERENA PHASE 1
San Marcos, CA
Start in 2021
Completion in 2022
85 18 1-bedroom
41 2-bedroom
25 3-bedroom
1 Manager’s Unit
30%, 40%,
50%, and
60% AMI
New Construction
Family
Special Needs
100% Affordable
8 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Playground/Tot Lot
Outdoor Lounge Area
9% Low Income Housing Tax Credits
City of San Marcos,
County of San Diego,
Special Needs Housing Program
CCRC

COLLETT CROSSINGS
Riverside, CA
Start in 2020
Completion in 2022
34 SF Homes 12
- 3-bedrooms
22 - 4-bedrooms
80% AMI
New Construction
Single Family Mixed
Income Home
Ownership
0 Developer
General Contractor
Playground
Walking Trails with outdoor fitness
equipment
BBQ Stations
City of Riverside Silent Second Loan

FAIRVIEW HEIGHTS
Inglewood, CA
Start in 2020
Completed in 2022
101
51 1-bedroom
25 2-bedroom
25 3-bedroom
30%, 50%,
80% AMI
New Construction
Mixed-Income
Formerly Homeless
50 Owner
Developer
General Contractor
Property Manager
Community Center
Outdoor seating area
Outdoor play area
Bike parking
Ground floor retail
County of Los Angeles
LACDA
Bank of America
4% TCAC
425
City of Rosemead 26

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

DAY CREEK VILLAS
Rancho Cucamonga, CA
Start in 2019
Completed in 2021
140
131 1-Bedroom
9 2-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Senior
100% Affordable
10 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Warming Lobby
Fitness Room
Computer Room
Pool
Outdoor Fireplaces
Bike Storage
City of Rancho Cucamonga
9% Low Income Housing Tax Credit
FHLB AHP Loan
City Land Loan

VETERANS PARK
Pomona CA
Start in 2020
Completed in 2021
61 25 1-bedroom
15 2-bedroom
20 3-bedroom
1 Manager’s Unit
30%, 50%,
60% AMI
New Construction
Special Needs
Veterans
60 Owner
Co-Developer
Property Manager
Supportive Services
Provider
Veteran's Center
Children's Play Area
Community Room
Conference Space
Counseling Offices BBQ
Stations Outdoor
Gathering Spaces
LACDA
VHHP
9% Low Income Housing Tax Credit

CRESTVIEW TERRACE
San Bernardino CA Start
in 2019
Completed in 2021
184
28 1-Bedroom
102 2-Bedroom
46 3-Bedroom
10 - 4-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
Mixed Income
0 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center Computer
Center
Laundry Facilities
Pool
Tot Lots
Community Garden
Private Bike Storage
AHSC HRI Grant
AHSC AHD Loan
HUD 221(d)(4)
City of San Bernardino Loan
County of San Bernardino Loan
HACSB
GP Equity/Def Dev Fee

VISTA VERDE
Ontario, CA
Start in 2019
Completed in 2021
101
69 2-Bedroom
32 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center Computer
Center
Laundry Facilities
Pool
Community Garden
Private Bike Storage
Affordable Housing and Sustainable Communities
Loan
City of Ontario Land Loan
City of Ontario Loan
4% Low Income Housing Tax Credit
Permanent Loan

VISTA GRANDE COURT
1116 Sonora Avenue
Glendale, CA Start in
2018
Completed in 2020
66 60 1-Bedroom
6 2-Bedroom 30%, 45%,
50%, 60%
AMI
New Construction
Senior
100% Affordable
7 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Large Resident Community Center
Community Garden
Outdoor Fireplace
BBQ Area
Computer Room
Elevator
Laundry Facilities
City of Glendale
Capital One, NA
Century Housing
CA Tax Credit Allocation Committee
Raymond James Tax Credit Funds
FHLB of San Francisco AHP Funds (City National
Bank)

SAN YSIDRO VILLAGE
517 W. San Ysidro Blvd.

San Diego, CA
Completed in 2020
51 50 studio units
1 2-bedroom
manager’s unit
30%, 45%,
50% AMI
New Construction
Senior
100% Affordable
Special Needs -
Homeless
12 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Room
Bicycle Storage Area
Community Garden Outdoor
Gathering Spaces
City of San Diego Funds
SDHC Funds
Pacific Western Bank Construction and Permanent
Loans
HOUSING FIRST – SAN DIEGO Rental Housing
Vouchers
Federal Home Loan Bank – San Francisco AHP
Funds
9% LIHTC (Wells Fargo Investor)

ENCANTO VILLAGE
6315 Imperial Ave San
Diego, CA Start in 2018
Completed in 2020
66 30 1-Bedroom
18 2-Bedroom
18 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Mixed-Use
Transit-Oriented
Family
Seniors Homeless
Veterans
100% Affordable
6 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Across the Street from Trolley
Station/Bus Stop
Bicycle Storage Areas
Community Center
Community Gardens
EV Charging Stations
Onsite Laundry Facilities
Outdoor Play Area
U.S. Department of Housing and Urban Development
San Diego Housing Commission
Civic San Diego
Bank of America
CATax Credit Allocation Committee

VISTA DEL PUENTE
1436 South 40th St San
Diego, CA Start in 2017
Completed in 2019
52 6 1-Bedroom
30 2-Bedroom
16 3-Bedroom
30%, 40%,
50%, 60%
AMI
New Construction
Family
Special Needs
Veterans
Formerly Homeless
100% Affordable
38 Owner
Developer
General Contractor
Property Manager
Community Center
BBQ Area
Laundry Facility
Onsite Social Services
Outdoor Play Area
CSH Acquisition Loan
CA HCD Predevelopment Loan
CA HCD VHHP Loan
San Diego Housing Commission Loan and Project
Based Vouchers
City of San Diego
BBVA Compass Construction Loan
CCRC Permanent Loan
Hudson 9% LIHTC Equity
Federal Home Loan Bank of SF AHP
Home Depot Foundation Grant
Funders Together End Homelessness

OAKCREST HEIGHTS
22744 Eastpark Dr. Yorba
Linda, CA Completed in
2017
54 9 1-Bedroom
27 2-Bedroom
18 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
100% Affordable
14 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Onsite Preschool
Community Center
Onsite Laundry Facilities
Private Patios/Balconies
Outdoor Gathering Spaces
Citibank Permanent Loan
Raymond James LIHTC Equity – 9%
City of Yorba Linda

FHLB AHP

CHFA - MHSA
Orange County Housing Authority
County of Orange

MISSION COVE II
3239 Conch Way
Oceanside, CA Completed
in 2017
60 32 2-Bedroom
28 3-Bedroom
New Construction
Mixed - Use
Special Needs
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Preschool
Computer Lab
In-unit Washers & Dryers
Residential Private Outdoor
Patio.Balcony
Fitness Center
Office/Retail Space
City of Oceanside
Bank of America Permanent Loan
Hudson Housing Capital LIHTC Equity

FHLB AHP

THREE OAKS
Santa Clarita, CA Start in
March 2016
Completed in 2017
30 21 2-Bedroom
9 3-Bedroom
30%, 40%,
50%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Supportive Services
Provider
Community Center/Office Area
Computer Lab./After-School Program
Children's Play Area
LIHTC - 9% City
RDA/Bond & CDBG Funds
Wells Fargo Const & Perm Loan
426
City of Rosemead 27

ADDITIONAL INFORMATION PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

OLIVE MEADOW
San Bernardino, CA Start in
March 2016
Completed in 2017
62 12 1-Bedroom
30 2-Bedroom
20 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Computer Lab./After-School Program
In-unit Washers & Dryers
Children's Play Area
Fitness Center
Elevators in 3-story Building
LIHTC - 9%
HUD Rental Assistance Demonstration
City HOME Funds
Housing Authority of County of San Bernardino, PBVs
& Loan Ground Lease

FHLB AHP
Wells Fargo HUD/FHA 221(d)(4) Loan

OAKCREST TERRACE
Yorba Linda, CA Start in
June 2016
Completed in 2017
69 15 1-Bedroom
33 2-Bedroom
21 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/After-School
Program Facilities
Centralized Laundry Facilities
Tot-Lot
Computer Lab
Elevators in 3-story Building
LIHTC - 9%

FHLB AHP
City of Yorba Linda RDA Loan
Citibank Const & Perm Loans Citibank
Subordinate Loan

MISSION COVE I
Oceanside, CA Start in
2016
Completed in 2017
90 26 1-Bedroom
32 2-Bedroom
32 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Mixed - Use
Special Needs
100% Affordable
19 Owner
Co-Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Preschool
Computer Lab
In-unit Washers & Dryers
Residential Private Outdoor
Patio.Balcony
Fitness Center
Office/Retail Space
LIHTC - 9% (Wells Fargo as Investor)

FHLB AHP
City HOME Funds & Ground Lease
UrbanLIFT Grant
Citibank Const & Perm Loans Citibank
Subordinate Loan MHSA

FHLB AHP
Veterans VHHP

VALENCIA VISTA
San Bernardino, CA Start in
2015
Completed in 2016
76 10 1-Bedroom
40 2-Bedroom
22 3-Bedroom
4 4-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Computer Lab
In-unit Washers & Dryers
Property Management & Maintenance
Swimming Pool
Fitness Center
Elevators in 3-story Building
LIHTC - 9% (Wells Fargo as Investor)
HUD Rental Assistance Demonstration
City HOME Funds
Housing Authority of County of San Bernardino, PBVs
& Loan
PNC HUD/FHA 221(d)(4) Loan

MARV'S PLACE
Pasadena, CA Start in
2015
Completed in 2016
20 10 1-Bedroom
10 2-Bedroom 30% AMI
New Construction
Special Needs
Homeless 100%
Affordable
5 Owner
Developer
General Contractor
Property Manager
Community Center/Office Area
Computer Lab
Central Laundry Facilities
Property Management & Maintenance
LIHTC - 9%
City of Pasadena Housing Funds & PBVs
County of Los Angeles Industry & First 5 Funds

LAS PALMAS VILLAGE
107-115 Ave. Serra
San Clemente, CA 92673
Start in 2013
Completed in 2015
19 19 1-Bedroom 30%, 50%,
60% AMI
New Construction
Family/Workforce
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Computer Lab
Central Laundry Facilities
Property Management & Maintenance
LIHTC - 4%
City of San Clemente Inclusionary Funds

HCD IIG
Tax-exempt Bonds (Citibank) Citibank
Subordinate Loan

THE VIEW
8314 2nd Street
Downey, CA 90241 Start in
2013
Completed in 2014
50 35 2-Bedroom
15 3-Bedroom 30%, 45%,
50% AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Tot-Lot
Computer Lab
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Downey HOME/Set-Asides
Los Angeles County Industry Funds
Permanent Bank Loan with JP Morgan Chase

SAN EMI
4115 Kingsley St.

Montclair, CA 91763
Start in 2013
Completed in May 2014
18 18 1-Bedroom 30%, 45%,
50% AMI
New Construction
Special Needs
100% Affordable
Owner
Developer
Property Manager
Office Area
Outdoor Community Areas
Share Community Facilities with
Adjacent National CORE Projects
Property Management & Maintenance
LIHTC - 9%
HUD 811
City of Montclair
AHP

DUMOSA SENIOR

VILLAGE
57110 Twentynine Palms
Hwy
Yucca Valley, CA 92884
Completed in 2014
75 74 1-Bedroom
1 2-Bedroom
30%, 40%,
50%, 55%
AMI
New Construction
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Computer Lab
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
Town of Yucca Valley Funds
County of San Bernardino HOME
USDA Section 538 Permanent Loan
AHP

WESTLAKE VILLAGE II
405 & 419 Autumn Drive
San Marcos, CA 92069
Completed in February
2014
57 21 1-Bedroom
18 2-Bedroom
18 3-Bedroom
30%, 45%,
50%, 55%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Centralized Laundry Facilities
Tot-Lot
Outdoor Community Areas
Share Community Center with
Westlake Village I
Property Management & Maintenance
LIHTC - 9%
City of San Marcos RDA Loan
Permanent Loan

WESTLAKE VILLAGE I
405 Autumn Drive
San Marcos, CA 92069
Completed in November
2013
49 15 1-Bedroom
18 2-Bedroom
16 3-Bedroom
35%, 45%,
50%, 60%
AMI
New Construction
Family
Mixed-Use
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center
Centralized Laundry Facilities
Learning Center
Swimming Pool and Spa
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of San Marcos RDA Loan

FHLB AHP
Permanent Loan

DESERT MEADOWS
44071 Clinton St.

Indio, CA 92201
Completed in January 2013
80 25%, 35%,
40% AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool
Tot-Lot
Computer Lab
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 4%
County of Riverside RDA Funds

FHLB AHP
State of CA HCD MHP Funds
427
City of Rosemead 28

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

ALTA VISTA
5051 E. 3rd St.

Los Angeles, CA 90022
Completed in 2012
60 41 2-Bedroom
19 3-Bedroom
30%, 45%,
50% AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Tot-Lot
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
Los Angeles County Industry Funds
Los Angeles County CDC HOME
Los Angeles County 1st District Funds
State of CA HCD IIG
State of CA HCD TOD
LIHTC - 9%
Permanent Bank Loan

ENCANTO COURT
1345 W. 105th St.

Los Angeles, CA 90044
Completed in 2012
62 56 1-Bedroom
6 2-Bedroom 25%, 45%,
50% AMI
New Construction
Senior
Infill
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Security Gates and Fencing
Property Management & Maintenance
LIHTC - 9%
CDC HOME/DDA Loan
CDC CCP Homeless Loan
Infill Infrastructure Grant
HACOLA Industry Loan

FHLB AHP
Permanent Loan
Developer Equity

SIGNATURE AT

FAIRFIELD
1189 Tabor Ave.

Fairfield, CA 94533
Completed in 2012
93 30%, 40%,
50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
10 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facility
Outdoor Community Areas
Tot-Lot
Swimming Pool
Learning Center
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
CalHFA MHSA
State of CA HOME Funds
City of Fairfield RDA Funds
Permanent Loan
Developer Equity

JUNIPER SENIOR

VILLAGE
215 E. Washington Avenue
Escondido, CA 92025
Completed in 2011
61 35%, 45%, 50,
60% AMI
New Construction
Senior
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Swimming Pool and Spa
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Escondido RDA/HOME Loan
HCD Infill Infrastructure Grant
Permanent Loan
Developer Equity

VISTA DEL CIELO
10319 Mills Avenue
Montclair, CA 91763
Completed in 2011
50 1 1-Bedroom
34 2-Bedroom
15 3-Bedroom
30%, 45%, 50,
60% AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
County of San Bernardino HOME Loan
City of Montclair RDA Loan
Permanent Bank Loan
Developer Equity

RIVER CANYON
34300 Corregidor Drive
Cathedral City, CA 92234
Completed in April 2010
60 41 2-Bedroom
19 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Cathedral City RDA Loan
Infill Grant
Permanent Loan
Developer Equity County of
Riverside Home Funds

MISSION VILLAGE
SENIOR
8989 Mission Blvd.

Riverside, CA 92509
Completed 2010
110 99 1-Bedroom
11 2-Bedroom 50% AMI
New Construction
Senior
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Swimming Pool and Spa
Outdoor Community Areas
Property Management & Maintenance
Tax Exempt Bonds
LIHTC - 4%
City of Riverside RDA Loan

FHLB AHP
Permanent Loan
Developer Equity

SAN MARINO
10355 Mills Avenue
Montclair, CA 91763
Completed 2010
85 84 1-Bedroom
1 2-Bedroom 50%, 60%
AMI
New Construction
Senior
3 Phase Project
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Outdoor Community Areas
Centralized Laundry Facilities
Security Gates and Fencing
Property Management & Maintenance
LIHTC - 9%
HUD 202
HUD Predevelopment Loan
City of Montclair RDA Loan

FHLB AHP
Permanent Loan
Developer Equity

TRES LOMAS
4343 Toland Way
Los Angeles, CA 90041
Completed 2010
46 45 1-Bedroom
1 2-Bedroom
30%, 40%,
50%, 60%
AMI
Acq/Rehab
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Outdoor Community Areas
Centralized Laundry Facilities
Security Gates and Fencing
Property Management & Maintenance
LIHTC - 4%
HCD MHP Loan
LAHD
Permanent Loan
Developers Equity

VISTA CASCADE
1432 N. Willow Avenue
Rialto, CA
Completed in 2010
42 29 2-Bedroom
13 3-Bedroom 50% AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Computer Lab
Fitness Center
Outdoor Community Area
Property Management & Maintenance
LIHTC - 4%
HCD MHP Loan
AHP
Permanent Loan
Developers Equity

RANCHO VERDE EAST

EXPANSION
8837 Grove Avenue
Rancho Cucamonga, CA
Completed in 2009
40 40 3-Bedroom 35%, 45%,
60% AMI
New Construction
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center with Service
Kitchen
Centralized Laundry Facilities
Secutiry Gates and Fencing
Tot Lot
Outdoor Community Areas
Property Management and
Maintenance
Tax Exempt Bonds
LIHTC - 4%
County of San Bernardino HOME Loan
City of Rancho Cucamonga RDA Loan
Permanent Loan
Developer Equity

SUMMER TERRACE
38500 Tierra Subida
Avenue Palmdale, CA
Completed in 2009
80 30%, 45%,
50%, 60%
AMI
New Construction
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Outdoor Community Areas
Computer Lab
Centralized Laundry Facilities
Security Gates and Fencing
Property Management & Maintenance
LIHTC - 9%
City of Palmdale RDA Loan
City of Palmdale HOME Loan
City of Palmdale Fee Waivers

FHLB AHP
Permanent Loan
Developer Equity 428
City of Rosemead 29

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES
VILLAGGIO ON ROUTE 66
10220 Foothill Blvd.

Rancho Cucamonga, CA
Completed in 2009
166
104 2-Bedroom
62 2-Bedroom 35%, 45%,
60% AMI
New Construction
Family
Mixed Market Rate
& Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Tot Lot
Learning Center
Outdoor Community Areas
Property Management & Maintenance
Tax Exempt Bonds
LIHTC - 4%

HCD MHP
City of Rancho Cucamonga RDA Loan
Permanent Loan
Developer Equity

VILLA PLUMOSA
4672 Plumosa Drive
Yorba Linda, CA 92886
Completed in 2009
76 52 2-Bedroom
24 3-Bedroom
30%, 45%,
50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Yorba Linda RDA Loan
Permanent Loan
Developer Equity

CAPE COD VILLAS
1710 Maxson Street
Oceanside, CA 92054
Completed in 2008
36 36 1-Bedroom 30%, 50%,
60% AMI
Acq/Rehab
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
City of Oceanside RDA Loan

CITRUS GROVE AT
RIALTO
1432 Willow Avenue
Rialto, CA 92376
Completed in 2008
152 100 2-Bedroom
52 3-Bedroom
30%, 40%,
50%, 60%
AMI
Acq/Rehab
Family
2 Phase Project
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Computer Lab
Fitness Center
Outdoor Community Area
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%

HCD MHP/MHP-NSSS
CalHFA HELP Loan
San Bernardino County HOME Loan
City of Rialto RDA Loan

FHLB AHP
Permanent Bank Loan
Developer Equity

LA MISION VILLAGE
3220 Mision Avenue
Oceanside, CA 92054
Completed in 2008
80 3 1-Bedroom
46 2-Bedroom
31 3-Bedroom
40%, 60%
AMI
New Construction
Family
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Day Care Center with a Service
Kitchen
Commercial Lease Area
Tot-Lot
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
HCD MHP Loan
City of Oceanside RDA Loan
Permanent Loan

VISTA DUNES
44-950 Vista Dunes Lane
La Quinta, CA 92201
Completed in 2008
80 14 1-Bedroom
38 2-Bedroom
28 3-Bedroom
30%, 45%,
50% AMI
New Construction
Family
Certified LEED
Platinum
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Sports Court
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of La Quinta RDA Loan
Permanent Loan

WHISPERING PALMS
38250 Ninth Street
Palmdale, CA 93550
Completed in 2008
75 50% AMI
New Construction
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Security Gates and Fencing
Outdoor Community Areas
Property Management & Maintenance
Tax Exempt Bonds
LIHTC - 4%
HCD State HOME Loan
City of Palmdale RDA Loan

FHLB AHP
Permanent Bank Loan
Developer Equity

NORTHGATE VILLAGE
17251 Dante Street
Victorville, CA 92392
Completed in 2007
140
42 1-Bedroom
73 2-Bedroom
25 3-Bedroom
50%, 80%
AMI
Acq/Rehab
Family
100% Affordable
12 Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Tot Lot
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%

HCD MHP
City of Victorville RDA Loan
Permanent Loan
Developer Equity

PARK VIEW TERRACE
6728 Clara Street
Bell Gardens, CA 90201
Completed in 2007
72 65 1-Bedroom
7 2-Bedroom 50% AMI
New Construction
Senior
Infill
100% Affordable
Owner
Developer
Property Manager
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Fitness Center
Reflection Pond
Outdoor Patio/Picnic Area
Central Courtyard
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
HACOLA HOME Loan
LACDC Loan
City of Industry Loan
City of Bell Gardens CDC Loan

FHLB AHP
Developer Equity

SAN ANTONIO VISTA
10410 Pradera Avenue
Montclair, CA 91763
Completed in 2007
75 50 2-Bedroom
25 3-Bedroom
30%, 45%,
50%, 60%
AMI
New Construction
Family
3 Phase Project
100% Affordable
Owner
Developer
General Contractor
Property Manager
Co-Supportive
Services Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Outdoor Community Areas
Tot-Lot
Swimming Pool
Property Management & Maintenance
LIHTC - 9%
County of San Bernardino HOME Loan
City of Montclair RDA Loan
Permanent Bank Loan
Developer Equity

SUNSET HEIGHTS
6230 Haven Avenue
Alta Loma, CA 91737
Completed in 2007
117
80 2-Bedroom
37 3-Bedroom 35%, 45%,
60% AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Learning Center
Computer Lab
Outdoor Patio/Picnic Area
Tot-Lot
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
CalHFA Perm - A Bonds
CalHFA Perm - B Bonds
City of Rancho Cucamonga RDA Loan
429
City of Rosemead 30

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

INDIAN WELLS VILLAS
74-800 Valley Center Drive
Indian Wells, CA 92210
Completed in 2006
90 50%, 80%,
120% AMI
Acq/Rehab
Senior
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Clubhouse
Fitness Center
Swimming Pool & Spa
Outdoor Community Area
Property Management & Maintenance
City of Indian Wells RDA Loan

MELROSE VILLAS
1820 Melrose Drive
San Marcos, CA 92069
Completed in 2006
114
12 1-Bedroom
63 2-Bedroom
39 3-Bedroom
35%, 60%
AMI
New Construction
Family
Inclusionary
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Learning Center
Computer Lab
Outdoor Patio/Picnic Area
Tot-Lot
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
HCD MHP Loan
Developer Equity

TALMADGE SENIOR

VILLAGE
5252 El Cajon Boulevard
San Diego, CA 92115
Completed in 2006
91 88 1-Bedroom
3 2-Bedroom 30%, 45%,
50% AMI
New Construction
Senior
Infill
100% Affordable
Owner
Developer
Property Manager
Co-Supportive
Services Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Underground Parking
Computer Lab
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of San Diego RDA NOFA Loan
Permanent Bank Loan
Developer Equity

VISTA TERRAZA
7735 Via Solare
San Diego, CA 92129
Completed in 2006
123
12 1-Bedroom
71 2-Bedroom
40 3-Bedroom
35%, 60%
AMI
New Construction
Family
Inclusionary
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Learning Center
Swimming Pool and Spa
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
HCD MHP Loan
Developer Equity

FOUNTAINS AT SIERRA
16946 Ceres Avenue
Fontana, CA 92335
Completed in 2005
93 75 1-Bedroom
18 2-Bedroom
30%, 45%,
50% AMI
New Construction
Senior
3 Phase Project
100% Affordable
Co-Owner
Co-Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Fitness Room
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Fontana RDA Loan

FHLB AHP
CCRC Permanent Loan

GARDENS AT SIERRA
16838 Ceres Avenue
Fontana, CA 92335
Completed in 2005
93 75 1-Bedroom
18 2-Bedroom 50% AMI
New Construction
Senior
3 Phase Project
100% Affordable
Co-Owner
Co-Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Fitness Room
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
City of Fontana RDA Loan

FHLB AHP
CCRC Permanent Loan

HAWTHORNE TERRACE
13006 Kornblum Avenue
Hawthorne, CA 90250
Completed in 2005
100
40 1-Bedroom
36 2-Bedroom
24 3-Bedroom
35%, 50%,
60%, 80%
AMI
Acq/Rehab
Family
Inclusionary
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Tot Lot
Learning Center
Outdoor Community Areas
Property Management & Maintenance
CCRC Permanent Loan
Developer Equity

MISSION POINTE
2750 Topaz Drive
Riverside, CA 92507
Completed in 2005
64 44 2-Bedroom
20 3-Bedroom 40%, 55%
AMI
Acq/Rehab
Family
Neighborhood
Revitalization
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Learning Center
Computer Lab
Outdoor Community Area
Swimming Pool
Tot-Lot
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%

HCD MHP
Permanent Loan
Developer Equity

CLARK MANOR
13032 Clark Avenue
Downey, CA 90242
Completed in 2004
41 13 1-Bedroom
20 2-Bedroom
8 3-Bedroom
35%, 50%,
60%, 80%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Laundry Facility
Property Management & Maintenance
City of Downey HOME Loan
Washington Mutual

MOUNTAIN VIEW VILLAS
78-000 Betty Barker Way
Indian Wells, CA 92210
Completed in 2004
128 50%, 80%,
120% AMI
New Construction
Senior
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Fitness Center
Computer Lab
Outdoor Community Areas
Property Management & Maintenance
City of Indian Wells RDA Loan

MULBERRY VILLAS
14950 Mulberry Drive
Whittier, CA 90604
Completed in 2004
51 31 1-Bedroom
20 2-Bedrrom
35%, 50%,
60%, 80%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
Washington Mutual Permanent Loan
430
City of Rosemead 31

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

LITTLE LAKE VILLAGE
10902 Fulton Wells Avenue
Santa Fe Springs, CA
90670
Completed in 2003
144
120 1-Bedroom
24 2-Bedroom 50%, 60%
AMI
New Construction
Senior
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Computer Lab
Outdoor Community Area
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
LACDC HOME Loan
City of Industry Loan
City of Santa Fe Springs CDC Loan
Permanent Loan

OAKS ON FLORENCE
4224 Florence Avenue
Bell, CA 90201
Completed in 2003
63 55 1-Bedroom
8 2-Bedroom 50% AMI
New Construction
Senior
Infill
100% Affordable
Owner
Developer
Property Manager
Co-Supportive
Services Provider
Community Center/Office Area
Centralized Laundry Facilities
Computer Lab
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
City of Industry Loan
Bell Land Loan
LACDC HOME Loan

FHLB AHP
Developer Equity

SHADOW HILL
11085 Woodside Avenue
Santee, CA 92071
Completed in 2003
82 44 2-Bedroom
38 3 Bedroom
20%, 30%,
60% AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Outdoor Community Areas
Tot-Lot
Swimming Pool
Learning Center
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%

HCD MHP
CalHFA HELP
County of San Diego HOME/HOPWA
City of Santee CDC Loan
Permanent Loan
Developer Equity

SPRING VALLEY
8885 Orville Street
Spring Valley, CA 91977
Completed in 2003
60 16 Efficiency
27 1-Bedroom
16 2-Bedroom
50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facility
Outdoor Community Areas
Tot-Lot
Swimming Pool
Learning Center
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
County of San Diego HOME/HOPWA Loan
Permanent Loan
Developer Equity

VILLAGE AT SIERRA
8684 Sierra Avenue
Fontana, CA 92335
Completed in 2003
108
107 1-Bedroom
1 2-Bedroom 45%, 50%,
60% AMI
New Construction
Senior
3 Phase Project
100% Affordable
Co-Owner
Co-Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Fitness Room
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Fontana RDA Loan

FHLB AHP
CCRC Permanent Loan

HERITAGE POINTE
8590 Malven Avenue
Rancho Cucamonga, CA
91730
Completed in 2003
49 49 1-Bedroom 35%, 45%,
60% AMI
New Construction
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Computer Lab
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
County of San Bernardino HOME Loan
MHRB/Rancho Cucamonga RDA Loan
Permanent Loan (WAMU)

IMPRESSIONS AT

VALLEY CENTER
15500 Midtown Drive
Victorville, CA 92392
Completed in 2003
100
68 2-Bedroom
32 3-Bedroom 45%, 50%
AMI
New Construction
Family
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Computer Lab
Learning Center
Tot-Lot
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
San Bernardino County HOME Loan
City of Victorville RDA Loan
Permanent Loan
Developer Equity

COBBLESTONE VILLAGE
360 E. Washington Avenue
Escondido, CA 92025
Completed in 2002
44 44 3-Bedroom
20%, 30%,
60% AMI
100%
Affordable
Acq/Rehab
Family
All-3 Bedrooms
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%

HCD MHP
City of Escondido RDA Loan

FHLB AHP
CCRC Permanent Loan
Developer Equity

PARKSIDE
4035 Park Haven Court, #D
San Diego, CA 92113
Completed in 2002
40 5 1-Bedroom
30 2-Bedroom
5 3-Bedroom
50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Learning Center
Tot Lot
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
San Diego Housing Commission Funds
Permanent Loan
Developer Equity

PASEO DEL ORO
432 West Mission Road,
Suite 106
San Marcos, CA 92069
Completed in 2002
120
24 1-Bedroom
59 2-Bedroom
37 3-Bedroom
30%, 45%,
50% AMI
New Construction
Family
Mixed-Use
Smarth Growth
Mixed Market-Rate
& Affordable
Co-Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Learning Center
Swimming Pool
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
County of San Diego HOME/HOPWA Loan
City of San Marcos RDA Loan

FHLB AHP
Permanent Loan

SUMMERIDGE
818 E. Alvarado Street
Fallbrook, CA 92028
Completed in 2002
96 32 Efficiency
48 1-Bedroom
16 2-Bedroom
50%, 60%,
80% AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facility
Outdoor Community Areas
Tot-Lot
Swimming Pool and Spa
Learning Center
Property Management & Maintenance
CalHFA HELP
County of San Diego HOME Funds
Permanent Loan

CORONA DE ORO
680 West Second Street
Corona, CA 92882
Completed in 2001
72 50 2-Bedroom
22 3-Bedroom 45%, 50%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool
Tot-Lot
Learning Center
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
City of Corona HOME Loan
City of Corona RDA Loan

FHLB AHP
Permanent Bank Loan
431
City of Rosemead 32

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES

SIERRA VISTA
422 Los Vallecitos
Boulevard
San Marcos, CA 92069
Completed in 2001
192
96 2-Bedroom
96 3-Bedroom 50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Outdoor Community Areas
Tot-Lot
Swimming Pool and Spa
Learning Center
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
County of San Diego HOME/HOPWA Loan
City of San Marcos RDA Loan
Permanent Loan

CROSSINGS
177 W. South Street
Rialto, CA 92376
Completed in 2000
100 48 2-Bedroom
52 3-Bedroom
30%, 45%,
50% AMI
New Construction
Family
100% Affordable
Owner
Developer
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool
Tot-Lot
Computer Lab
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
LIHTC - 9%
County of San Bernardino HOME Funds

FHLB AHP
Permanent Bank Loan

VISTA DEL SOL
1545 Q Avenue
National City, CA 91950
Completed in 2000
132
76 1-Bedroom
48 2-Bedroom
8 3-Bedroom
50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Tot Lot
Learning Center
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
City of National City CDC Loan
Permanent Bank Loan

ARBOR VILLAS
4661 Plumosa Drive
Yorba Linda, CA 92886
Completed in 1999
67 7 40% AMI
26 50% AMI
34 60% AMI
40%, 50%,
60% AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool
Tot-Lot
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
City of Yorba Linda RDA Loan

FHLB AHP
Permanent Bank Loan

CORONA DEL REY
1148 D Street
Corona, CA 92882
Completed in 1999
160 160 2-Bedroom 50%, 60%,
80% AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Tot-Lot
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
County of Riverside HOME Loan
City of Corona HOME Loan
City of Corona RDA Loan

FHLB AHP
Permanent Bank Loan

PROMENADE
1333 W. Garvey Avenue
North
West Covina, CA 91790
Completed in 1999
124 28 Studio
96 1-Bedroom
40%, 50%,
60% AMI
Acq/Rehab
Family
Hotel Conversion
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Tot Lot
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
City of West Covina RDA Loan

FHLB AHP
Permanent Loan

SUMMERWOOD
38272 11th Street East
Palmdale, CA 93550
Completed in 1999
54 16 1-Bedroom
37 2-Bedroom
1 3-Bedroom
40%, 50%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facility
Outdoor Community Areas
Tot-Lot
Property Management & Maintenance
City of Palmdale RDA Loan

FHLB AHP
Washington Mutual Permanent Loan

VILLA SERENA
339-340 Marcos Street
San Marcos, CA 92069
Completed in 1999
136
36 1-Bedroom
98 2-Bedroom
2 3-Bedroom
35%, 45%,
50%, 60%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Swimming Pool
Tot Lot
Outdoor Community Areas
Property Management & Maintenance
Tax-Exempt Bonds
LIHTC - 4%
County of San Diego HOME Loan
City of San Marcos RDA Loan

FHLB AHP
Permanent Loan

BRAVO MOBILE HOME
PARK
4041 Pedley Road
Riverside, CA 92509
Completed in 1999
156 50%, 80%,
120% AMI
Acq/Rehab
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool
Tot-Lot
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
Mobile Home Park Revenue Bonds
County of Riverside EDA Loan

LA QUINTA
38301 11th Street East
Palmdale, CA 93550
Completed in 1997
100 16 1-Bedroom
84 2-Bedroom
40%, 50%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Tot Lot
Learning Center
Outdoor Community Area
Property Management & Maintenance
City of Palmdale RDA Loan

FHLB AHP
Washington Mutual Permanent Loan

PARK VISTA
38204 11th Street East
Palmdale, CA 93550
Completed in 1997
28 51 1-Bedroom
23 2-Bedroom
40%, 50%
AMI
Acq/Rehab
Family
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Centralized Laundry Facilities
Tot Lot
Outdoor Community Areas
Property Management & Maintenance
City of Palmdale RDA Loan

FHLB AHP
Washington Mutual Permanent Loan
432
City of Rosemead 33

ADDITIONAL INFORMATION

PROPERTY NAME
& LOCATION
TOTAL

UNITS UNIT MIX AMI PROJECT TYPE

SPECIAL
NEEDS
UNITS

ROLE ONSITE AMENITIES FINANCING SOURCES
COLONY
221 New York Street
Redlands, CA 92373
Completed in 1996
88 20 1-Bedroom
68 2-Bedroom
40%, 50%
AMI
Acq/Rehab
Family
Mixed Market-Rate
& Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Swimming Pool
Computer Lab
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
City of San Bernardino HOME Loan
Permanent Loan

IMPRESSIONS
38055 10th Street East
Palmdale, CA 93550
Completed in 1996
109
24 Studio
56 1-
Bedroom
29 2-
Bedroom
40%, 50%
AMI
Acq/Rehab
Senior
100% Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Outdoor Community Areas
Property Management & Maintenance
City of Palmdale RDA Loan

FHLB AHP
Washington Mutual Permanent Loan

MONTEREY VILLAGE
10244 Arrow Route
Rancho Cucamonga, CA
91730
Completed in 1996
224
96 1-Bedroom
128 2-Bedroom
35%, 45%,
60%, 80%
AMI
Acq/Rehab
Family
Mixed Market-Rate
& Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Swimming Pool (2) and Spa
Tot-Lot (2)
Sports Courts
Tennis Court
Fitness Center
Central Laundry Facilities
Outdoor Community Areas
Property Management & Maintenance
CalHFA
City of Rancho Cucamonga RDA Loan
Permanent Bank Loan

MOUNTAINSIDE
9181 Foothill Boulevard
Rancho Cucamonga, CA
91730
Completed in 1996
384 160 1-Bedroom
224 2-Bedroom
35%, 45%,
60%, 80%
AMI
Acq/Rehab
Family
Mixed Market-Rate
& Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Computer Lab
Learning Center
Sports Courts
Outdoor Community Areas
Property Management & Maintenance
CalHFA
City of Rancho Cucamonga RDA Loan
Permanent Bank Loan

RENAISSANCE VILLAGE
220 N. Glenwood Avenue
Rialto, CA 92376
Completed in 1996
144
18 1-Bedroom
35 2-Bedroom
90 3-Bedroom
1 4-Bedroom
50%, 60%
AMI
Acq/Rehab
Family
Neighborhood
Revitalization
100% Affordable
Owner
Developer
General Contractor
Property Manager
Co-Supportive
Services Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool
Tot Lot
Learning Center
Outdoor Community Areas
Property Management & Maintenance
City of Rialto RDA Loan

FHLB AHP
Permanent Loan

SYCAMORE SPRINGS
7127 Archibald Avenue
Alta Loma, CA 91701
Completed in 1995
240 96 1-Bedroom
144 2-Bedroom
35%, 45%,
60%, 80%
AMI
Acq/Rehab
Family
Mixed Market-Rate
& Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area with a
Service Kitchen
Centralized Laundry Facilities
Learning Center
Outdoor Patio/Picnic Area
Tot-Lot
Property Management & Maintenance
CalHFA
City of Rancho Cucamonga RDA Loan
Permanent Bank Loan

RANCHO VERDE

VILLAGE
8837 Grove Avenue
Rancho Cucamonga, CA
91730
Completed in 1993
248
120 1-Bedroom
128 2-Bedroom
35%, 45%,
60%, 80%
AMI
Acq/Rehab
Family
Mixed Market-Rate
& Affordable
Owner
Developer
General Contractor
Property Manager
Supportive Services
Provider
Community Center/Office Area
Centralized Laundry Facilities
Swimming Pool and Spa
Tot Lot
Learning Center
Outdoor Community Areas
Property Management & Maintenance
City of Rancho Cucamonga RDA Loan
Essex Corporation
Permanent Bank Loan
433
City of Rosemead 34

ADDITIONAL INFORMATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
1/2/2024
IMA, Inc. - Colorado Division
1705 17th Street, Suite 100
Denver CO 80202
IMA Denver Team
303-534-4567
[email protected]
James River Insurance Company 12203
*Lexington Insurance Co 19437
National Community Renaissance of California
9692 Haven Avenue, Suite 100
Rancho Cucamonga CA 91730
The Travelers Indemnity Company of America 25666
Travelers Property Casualty Company of America 25674
Great American Assurance Company 26344
1218492576
B X 1,000,000
X 1,000,000
X $0 Deductible 5,000
1,000,000
2,000,000
X
Y Y 3406407824 1/1/2024 1/1/2025
2,000,000
B 1,000,000
X X
Y Y 3406407824 1/1/2024 1/1/2025
A X X 10,000,000 Y Y 000876155 1/1/2024 1/1/2025
10,000,000
X 10,000
D
C X
N
UB-001L807338-24 (CA)
UB-001L815418-24 (AOS)
1/1/2024
1/1/2024
1/1/2025
1/1/2025
1,000,000
1,000,000
1,000,000
E Excess Second Layer Liability Y Y EXC 5200922 1/1/2024 1/1/2025 Each Occurrence Aggregate
$15,000,000
$15,000,000
Liability Terrorism Coverage: Policy #128416992W24-M
Effective Dates: 01/01/24 - 01/01/25 Insurer: Underwriters at Lloyd's London This is a Claims Made Policy
$5,000,000 Any One Claim; $25,000,000 Annual Aggregate
Deductible: $5,000 Per Occurrence
Extended Reporting Period: 90 days after expiration date of policy.

See Attached...

For Information Only
434
City of Rosemead 35

ADDITIONAL INFORMATION
ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
© 2008 ACORD CORPORATION. All rights reserved.

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE:

ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE Page of
AGENCY CUSTOMER ID:

LOC #:

AGENCY

CARRIER NAIC CODE

POLICY NUMBER

NAMED INSURED
EFFECTIVE DATE:
1 1
IMA, Inc. - Colorado Division National Community Renaissance of California 9692 Haven Avenue, Suite 100
Rancho Cucamonga CA 91730
25 CERTIFICATE OF LIABILITY INSURANCE
Certificate Holder(s) is included as Additional Insured(s) on the General, Automobile, Excess and Terrorism Liability policies if required by written contract or agreement subject to the policy terms and conditions. A Waiver of Subrogation is provided in favor of Additional Insured(s) on the General, Automobile, Excess and Terrorism Liability policies if required by written contract or agreement subject to the policy terms and conditions. This Insurance is Primary and Non-Contributory on the General, Automobile, Excess and Terrorism Liability policies if required by written contract or agreement and subject to the policy terms and conditions.

As applicable to General Liability & Excess Liability, subject to the policy terms and conditions, there is no exclusion for Abuse & Molestation or Assault and Battery.

Excess Liability provides Terrorism coverage for Certified Terrorism events as declared by the Secretary of the Treasury, the Secretary of State, and the Attorney General of the United States.
435
Supplemental Questions for the City of Palm Desert RFP 2024-RFP-142 Affordable Housing Compliance and Property Management Services Provided by National Community Renaissance: National CORE

1. Describe specific experiences where the Firm worked directly with tenants to collect income and other necessary information in order to certify tenants for affordable housing programs. Include experience conforming to LIHTC, HOME, or other compliance procedures.

Answer: National CORE does not currently have rental units in the City of Palm Desert. However, we do have properties in the surrounding areas, including Cathedral City, Yucca Valley, Indio, La Quinta, and Indian Wells. All tenant certifications are conducted by our on-site management teams, which include the manager and supporting staff. While eviction is sometimes necessary, we strive to avoid this outcome whenever possible by exploring alternative solutions. These efforts ensure we can maintain occupancy while adhering to compliance requirements and obtaining the unit efficiently when needed. Typically, evictions are related to lease violations rather than non-payment of rent. Regarding legal matters, National CORE contracts with KTS for eviction-related services. Additionally, we have an in-house General Counsel dedicated to property management matters, ensuring our operations are handled with the highest level of expertise and care.

2. Describe the Firm's experience managing properties which house special need and/or elderly tenants.

Answer: National CORE has extensive experience managing properties that cater to special needs and elderly tenants, reflecting our commitment to providing highquality, supportive housing for diverse populations.

Specialized Property Management Expertise
National CORE manages numerous properties designed to accommodate the unique requirements of special needs and elderly residents. These include communities with accessible units, age-friendly amenities, and on-site services tailored to enhance the quality of life for these populations. 436
Supportive Services Integration
Our approach emphasizes the integration of robust supportive services, which we deliver through partnerships with local service providers. For special needs tenants, we coordinate access to case management, mental health services, vocational training, and other resources to support independent living. For elderly residents, services may include wellness programs, transportation assistance, and community-building activities to combat isolation and promote engagement.

Permanent Supportive Housing (PSH)
Through our Permanent Supportive Housing (PSH) programs, National CORE provides stable housing for individuals facing significant challenges, including those with disabilities or experiencing homelessness. We ensure tenants receive personalized support to maintain housing stability while fostering their overall wellbeing.

Compliance and Accessibility
We prioritize compliance with all relevant federal, state, and local regulations, including those under the Fair Housing Act (FHA) and the Americans with Disabilities Act (ADA). Our staff undergoes regular training to ensure properties remain accessible, safe, and welcoming to all residents.

Dedicated Management Team
Our in-house property management team has specialized training in serving the needs of elderly and special needs populations. This includes expertise in navigating the complexities of funding sources such as Low-Income Housing Tax Credits (LIHTC) and HUD subsidies, ensuring both compliance and financial sustainability.

Through compassionate management and a comprehensive range of services, National CORE fosters an environment where special needs and elderly residents can thrive.

3. Describe the Firm's experience with managing projects requiring relocation.

Answer: National CORE has substantial experience managing projects that involve tenant relocation, demonstrating our commitment to ensuring smooth transitions while maintaining compliance with local, state, and federal regulations.

Expertise in Relocation Management
National CORE has successfully managed numerous projects requiring temporary and permanent relocation, including large-scale renovations, redevelopment, and 437
property upgrades. We adhere to stringent guidelines under the Uniform Relocation Assistance and Real Property Acquisition Policies Act (URA) and applicable state and local relocation laws to ensure fair treatment and minimal disruption to tenants.

Dedicated Relocation Team
We have an experienced in-house relocation team trained to manage every aspect of the process, from planning and communication to execution and follow-up. The team works closely with property managers, residents, and contractors to coordinate timelines and logistics, ensuring compliance and tenant satisfaction.

Resident-Centered Approach
National CORE places tenants at the center of the relocation process, providing personalized assistance and resources to meet their needs. This includes:
• Clear and timely communication about relocation plans, rights, and timelines.
• Assistance in securing temporary housing that meets accessibility and family requirements.
• Support with packing, transportation, and moving logistics. • Financial assistance as mandated by relocation guidelines.

Effective Coordination
Our team collaborates with contractors and service providers to align relocation schedules with construction timelines, minimizing inconvenience to tenants.

Additionally, we maintain open lines of communication with local housing authorities and funding agencies to ensure smooth project execution.

Successful Track Record
National CORE has managed relocation for projects of varying scales, including those involving vulnerable populations such as seniors, families, and individuals with special needs. These efforts have helped preserve housing stability and foster trust within the communities we serve.

Through careful planning, comprehensive support, and a commitment to resident well-being, National CORE has established itself as a trusted partner in managing relocation projects effectively and compassionately.

4. Describe how your entity ensures feedback from tenants on performance of the overall entity's management of the property.
438
National CORE prioritizes tenant feedback to continuously improve the management of its properties and foster strong, trust-based relationships with residents. Feedback mechanisms are integrated into our operations to ensure tenants’ voices are heard and their concerns addressed effectively.

Regular Tenant Surveys
National CORE conducts periodic tenant satisfaction surveys to gauge residents' experiences with property management, maintenance services, community amenities, and overall living conditions. These surveys are analyzed to identify trends, address common concerns, and implement improvements.

Resident Advisory Boards
We encourage tenant participation through the establishment of Resident Advisory Boards or committees. These boards provide a structured platform for residents to share their feedback, propose suggestions, and collaborate with property management to enhance the community's quality of life.

Open Communication Channels
Tenants can provide feedback through multiple channels, including:
• On-site property management offices.
• Dedicated email addresses or phone lines for resident concerns. • Online portals for submitting maintenance requests or general feedback.

These channels ensure accessibility and convenience for residents to share their input at any time.

Community Meetings
National CORE organizes regular community meetings to discuss property management updates, address resident concerns, and gather direct feedback.

These meetings create a collaborative environment and allow for real-time dialogue between tenants and management teams.

Resident Engagement Programs
We foster ongoing communication through resident engagement programs, which include events, workshops, and informal gatherings. These initiatives encourage open dialogue, build community trust, and provide opportunities to receive candid feedback from tenants.
439
Proactive Issue Resolution
Feedback received is addressed promptly by management teams. National CORE’s focus on proactive resolution ensures tenants feel valued and that their concerns are taken seriously.

Continuous Improvement
Feedback is used to inform policy changes, refine operational procedures, and prioritize investments in property improvements. Regular assessments ensure that tenant satisfaction remains central to our management practices.

By fostering open communication and responding effectively to resident input, National CORE ensures its property management strategies align with the needs and expectations of the communities it serves.

5. Describe what systems the Firm has in place that allows the Firm to provide Services efficiently.

National CORE utilizes a range of systems and processes to ensure efficient service delivery across its portfolio of properties. These systems are designed to streamline operations, enhance communication, maintain compliance, and prioritize tenant satisfaction.

Integrated Property Management Software
National CORE employs robust property management software to centralize operations. These platforms allow for:
• Tenant management: Streamlined tracking of lease agreements, certifications, and renewals.
• Maintenance requests: Efficient logging, tracking, and resolution of repair and upkeep needs.
• Rent collection: Simplified and secure payment processing, including online portals for residents.
• Compliance monitoring: Ensures adherence to regulatory requirements, including affordable housing guidelines.

Dedicated Support Teams
Specialized teams within National CORE, such as property management, relocation, and compliance, work collaboratively to address various aspects of service delivery. This organizational structure ensures focus and expertise in critical operational areas.
440
Resident Communication Systems
To maintain clear and open communication with tenants, National CORE uses:
• Resident portals for submitting requests, paying rent, and accessing community updates.
• Automated notification systems for important reminders such as rent due dates, maintenance schedules, and community events.
• Feedback collection tools to continually assess and improve services.

Preventive Maintenance Programs
National CORE has systems in place to schedule and track routine maintenance and inspections, reducing the likelihood of costly repairs and ensuring properties remain safe and well-maintained.

Standard Operating Procedures (SOPs)
Comprehensive SOPs guide property managers and staff in handling common scenarios efficiently and consistently, from tenant interactions to emergency response protocols.

Staff Training and Development
National CORE invests in ongoing training for its staff, ensuring team members are well-versed in the latest industry best practices, regulatory requirements, and customer service techniques.

Partnerships and Vendor Relationships
National CORE maintains strong relationships with trusted vendors and service providers. These partnerships enable quick access to specialized services, such as pest control, legal support, and construction, ensuring efficient resolution of issues.

Performance Metrics and Reporting
Regular performance monitoring through key performance indicators (KPIs) ensures that property management teams meet efficiency and service quality goals. Reports generated from management systems provide insights to drive data-informed decisions.

Compliance Management Systems
National CORE’s compliance tracking systems ensure all properties adhere to funding, legal, and regulatory obligations, particularly for affordable housing and tax credit properties.
441
Office Hours and Availability
Our on-site staff operates from 8:00 am to 5:00 pm. However, National CORE ensures that our teams are available after hours and on weekends to handle emergencies, including staff, regional managers, maintenance supervisors, or any other personnel who may be needed. Our response time is immediate, as any delays can lead to additional costs. Work orders are typically completed the same day as long as emails and return calls are responded to promptly.

Communication with Housing Authorities
Communication between National CORE and the Housing Authority is done on a weekly or bi-weekly basis, depending on what the Housing Authority prefers. We remain flexible and ensure we are available as needed for ongoing coordination.

Scalable Technology Infrastructure
A scalable technology framework allows National CORE to adapt quickly to portfolio growth, ensuring consistent service quality even as new properties are added.

By leveraging advanced systems, well-defined processes, and skilled teams, National CORE delivers efficient, high-quality service to its residents while maintaining operational excellence.

6. Describe the Firm's experience managing properties which present security conditions requiring interaction with law enforcement agencies.

National CORE has significant experience managing properties that require heightened security measures and collaboration with law enforcement agencies to maintain the safety and well-being of residents. We understand the importance of fostering a secure living environment and have developed comprehensive protocols to address security concerns, prevent crime, and handle situations that may require law enforcement intervention.

Proactive Security Measures
National CORE employs a variety of proactive security strategies designed to prevent incidents before they occur. These measures include:
• 24/7 on-site security personnel where applicable, or partnerships with security companies to monitor properties and respond quickly to any incidents.
442
• Surveillance systems (CCTV) to monitor common areas and entry points, helping deter criminal activity and providing documentation in the event of an incident.
• Well-lit common areas and building exteriors, which contribute to increased safety and visibility for residents and staff.
• Access control systems such as key fobs, gates, or entry codes to limit unauthorized access to buildings and property.

Collaboration with Law Enforcement
When security concerns arise that require law enforcement intervention, National CORE has established strong relationships with local law enforcement agencies.

This allows for swift and coordinated responses to incidents, ensuring that both tenant safety and property security are addressed. Our approach includes:
• Regular communication with local police departments and sheriff’s offices to stay informed about any potential security threats in the area and to share relevant information related to property concerns.
• Coordinating with law enforcement in case of emergencies, such as criminal activity, domestic disturbances, or tenant safety issues. In situations where legal or criminal matters are involved, we ensure that appropriate law enforcement personnel are notified and involved in addressing the situation. • Crime prevention programs and community policing initiatives where local law enforcement may participate in property management meetings, conduct neighborhood watch programs, or offer crime prevention workshops for residents.

Tenant Education and Support
National CORE emphasizes tenant education as part of our commitment to security. We regularly communicate with residents about safety measures, crime prevention tips, and how to report suspicious activity. This encourages residents to be active participants in maintaining a secure environment. Additionally, we provide:
• Tenant safety workshops focused on awareness and prevention strategies. • Clear reporting systems for tenants to contact property management or law enforcement if they observe concerning behavior or feel unsafe.

Incident Response Protocols
National CORE has well-defined protocols for responding to security incidents, ensuring quick and effective action. These protocols include:
443
• Immediate response to emergencies, with on-site staff or security dispatched as needed.
• Eviction processes that may be initiated in cases where tenants violate lease terms related to safety or illegal activities.
• Collaboration with legal and law enforcement teams to address issues like drug-related activity, violence, or criminal behavior within the community.

Ongoing Security Assessment
National CORE continuously assesses the security needs of its properties, particularly those in higher-risk areas. Regular security audits are conducted to identify vulnerabilities, and improvements are made based on these assessments.

This ongoing evaluation helps us stay ahead of potential risks and ensures that properties remain safe for all residents.

Through these comprehensive strategies and collaborative efforts with law enforcement, National CORE effectively manages properties with complex security challenges, ensuring a safe and secure living environment for all residents.

7. Describe the Firm's rent collection procedure including how the Firm handles late rent payments.

National CORE has a well-defined rent collection procedure designed to ensure timely payments while maintaining flexibility and understanding for residents facing financial challenges. Our goal is to provide a streamlined and consistent process for rent collection, with clear communication to tenants about their responsibilities and the consequences of late payments.

Rent Collection Procedure

1. Payment Methods
National CORE offers multiple convenient payment methods to residents to make rent payments easy and accessible:
• Online Payment Portal: Tenants can pay rent securely via a dedicated online portal, which allows for one-time payments or automatic recurring payments.
• Mail: Rent payments can be mailed to a designated address. • In-Person: Residents can pay rent at the property office during regular business hours or through an on-site payment system.
444
• Third-Party Payment Services: In some cases, National CORE may partner with third-party payment services to provide additional options for tenants who may prefer alternative payment methods.

2. Payment Due Date
Rent is typically due on the 1st day of each month, with a grace period offered, typically until the 5th day of the month. This allows residents a brief extension in case of delays, while still maintaining a predictable schedule for property management.

3. Late Rent Procedure
If rent is not received by the specified grace period (usually the 5th of the month), National CORE follows a structured late rent procedure:
• Late Fee Application: A late fee is automatically applied to accounts that have not been paid by the due date. The late fee amount is clearly outlined in the lease agreement and is designed to encourage timely payments. • Reminder Notices: Tenants who have not paid by the due date are sent a formal reminder notice, typically within a few days after the grace period ends. This notice serves as a gentle reminder to tenants to make their payment or contact the office regarding any issues.
• Second Notice and Payment Plan Option: If payment is not received within a set period (e.g., 10-15 days after the due date), National CORE sends a second notice, which may include options for establishing a payment plan for tenants facing temporary financial hardship.

4. Eviction Process (if necessary)
If the rent remains unpaid and there is no response from the tenant after multiple notices, National CORE may initiate the eviction process. This is done in accordance with state and local laws, and typically after 30 days of non-payment or continued late payments. Our approach is to avoid eviction whenever possible and offer tenants alternatives, such as:
• Payment Plans: If a tenant is unable to pay the full amount, National CORE works with them to create a payment plan that allows them to pay off their balance over time.
• Referral to Assistance Programs: National CORE connects tenants with financial assistance programs, such as government subsidies or local nonprofit organizations, that may help cover rent or offer other financial relief.
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5. Consistent Communication and Support
National CORE strives to maintain open lines of communication with tenants regarding rent payments. Our property management teams are available to discuss late payments, potential financial hardship, and other solutions to avoid eviction. We encourage tenants to reach out if they are facing difficulties, as early communication allows us to offer support and alternatives.

6. Regular Reporting and Tracking
The rent collection process is tracked through our property management software, which generates detailed reports for management and accounting teams. This ensures that rent payment status, late fees, and payment arrangements are documented and tracked efficiently.

Handling Late Rent Payments with Sensitivity
While National CORE enforces timely payment of rent, we understand that financial challenges can arise, especially for low-income or vulnerable residents. We aim to be flexible, offering payment plans or alternative options, and working with tenants to resolve issues before resorting to formal eviction. The goal is to maintain a compassionate approach while ensuring the financial health of the property and the long-term stability of our tenants.

In sum, National CORE’s rent collection process is built on clear policies, effective communication, and a commitment to working with tenants to address late payments in a fair and supportive manner.

8. Describe the Firm's estimated time to submit standard leasing reports and complete month end financial reports to the Housing Authority (i.e., financial reports will be provided by the _____ day of the month following the month they are for.)
National CORE is committed to providing timely and accurate leasing and financial reports to the Housing Authority to ensure transparency and compliance. Below is the estimated timeline for submitting standard leasing reports and completing month-end financial reports:

Leasing Reports
National CORE aims to submit standard leasing reports to the Housing Authority within 5 business days following the end of the month. These reports typically include details about new leases, move-ins, move-outs, lease renewals, and 446
occupancy rates. The goal is to ensure that the Housing Authority has up-to-date information on leasing activity as soon as possible.

Month-End Financial Reports
National CORE provides month-end financial reports to the Housing Authority by the 10th business day of the month following the month the reports are for. These reports include detailed financial statements, such as:
- Profit and Loss (P&L) statements
- Balance sheets
- Income and expense reports
- Rent rolls
This timeline allows for the necessary reconciliation of accounts and ensures the financial data provided is accurate and complete. National CORE's accounting team works diligently to meet this deadline, ensuring that all reports are comprehensive and submitted on time for review by the Housing Authority.

By adhering to these timelines, National CORE ensures that the Housing Authority receives the required information promptly, facilitating smooth ongoing operations and compliance with contractual obligations.

9. Do you use property management software for record-keeping purposes? What types of records do you keep and what is your record retention policy? Yes, National CORE uses Yardi as its primary property management software for record-keeping purposes. Yardi is an integrated platform that helps manage and store all relevant property-related information efficiently. It provides secure, organized access to critical records, ensuring accurate data management, compliance, and operational transparency.

Types of Records Kept in Yardi:

1. Leasing Records:
• Lease Agreements: Original lease documents, amendments, and addendums.
• Tenant Applications: Documentation of applications, background checks, and tenant approvals.
• Move-In/Move-Out Details: Records related to tenant move-ins, move-outs, and inspections.
• Lease Renewals: Renewal agreements and related correspondence. 447

2. Financial Records:
• Rent Payments: Rent payment history, receipts, and late payment tracking. • Vendor Invoices: Payment histories for vendors, contractors, and service providers.
• Financial Statements: Monthly and annual financial reports, including Profit & Loss (P&L), balance sheets, and budget tracking.
• Billing and Charges: Utility charges, late fees, and other tenant-related charges.

3. Maintenance Records:
• Work Orders: Documentation of tenant maintenance requests, work order details, completion status, and vendor details.
• Repair and Maintenance History: Records of repairs and improvements made to properties, including recurring issues or major upgrades. • Service Contracts: Documentation related to ongoing service agreements with vendors and contractors.

4. Compliance and Legal Records:
• Tenant Certifications: Eligibility and income verification records, particularly for subsidized or low-income housing.
• Eviction and Legal Proceedings: Documentation of any tenant eviction processes, disputes, or legal actions.
• Inspections: Inspection reports, results, and any follow-up actions for routine or compliance inspections.
• Fair Housing and Regulatory Compliance: Records of compliance with local, state, and federal housing regulations (e.g., HUD).

5. Communication and Correspondence:
• Tenant Communications: Email and mail correspondence regarding rent reminders, notices, complaints, and resolutions.
• Meeting Notes: Documentation of any discussions or decisions made during tenant meetings or with external stakeholders like Housing Authorities. 448
Record Retention Policy:

National CORE maintains a detailed and compliant record retention policy to ensure that records are kept for the required duration while adhering to regulatory and operational standards. By utilizing Yardi for efficient record-keeping and adhering to a structured record retention policy, National CORE ensures that all records are properly managed, securely stored, and disposed of according to regulatory standards. This system allows for the smooth operation of property management and ensures full compliance with legal and regulatory requirements.

10. Provide a description of the Firm's system for supervising ongoing maintenance, responding to tenant complaints, tracking and completing repairs, and whether repairs are conducted by Firm Staff or contracted out.

National CORE employs a comprehensive system for supervising ongoing maintenance, responding to tenant complaints, and tracking and completing repairs. This system is designed to ensure that maintenance tasks are addressed in a timely manner, tenant concerns are heard and resolved efficiently, and repairs are conducted with a high standard of quality.

Supervising Ongoing Maintenance:

National CORE’s maintenance management system is integrated through Yardi property management software, which allows the firm to track and manage all maintenance requests, work orders, and service statuses. Maintenance tasks are typically initiated through tenant complaints or regular inspections conducted by on-site management. These requests are entered into the system, assigned to maintenance staff or contractors, and monitored through completion.

Responding to Tenant Complaints:

When a tenant submits a complaint or maintenance request, it is logged into the system immediately. The request is prioritized based on urgency, such as health and safety concerns or repair needs that could cause further damage if left unaddressed. Tenant complaints are typically addressed directly by on-site staff, and follow-up is done to ensure satisfaction once the issue is resolved.

Tracking and Completing Repairs:

All repairs are tracked from submission to completion through the Yardi system.

This ensures that no request goes unanswered and that work orders are completed on time. Staff or contractors are assigned based on the type and scope of the repair 449
needed. Maintenance teams and property management staff are responsible for ensuring repairs meet quality standards and are completed promptly.

Repairs: Staff vs. Contracted Out:

Staff Repairs: For routine repairs and maintenance, National CORE utilizes in-house maintenance staff, including maintenance supervisors and technicians who are trained to handle a wide variety of repair and maintenance tasks. This allows for quicker response times and consistency in work quality.

Contracted Repairs: For specialized or larger-scale repairs, such as HVAC, plumbing, or electrical work, National CORE contracts with trusted, pre-approved service providers. These contractors are selected based on their experience, reputation, and ability to meet National CORE's standards for quality and responsiveness.

Response Time for Maintenance Requests: National CORE prioritizes quick response times to ensure tenant satisfaction and maintain the condition of properties. The typical response times are as follows:

1. Routine Maintenance Requests:
• Response Time: Within 24 hours of receiving the request. • For non-emergency issues, routine maintenance tasks, such as minor repairs, appliance servicing, or cosmetic repairs, are acknowledged and addressed within one business day. More complex or time-consuming requests are scheduled based on availability.

2. Emergency Maintenance Requests:
• Response Time: Immediate or within 30 minutes for emergency issues such as plumbing leaks, electrical problems, or safety hazards.

3. Estimated Time to Turn a Rental Unit: (Normal Wear and Tear of Previous Tenant):
• Time to Complete: 3 to 5 Business Days
• When a rental unit becomes vacant, and the previous tenant's wear and tear is the primary concern, National CORE aims to complete the "turn" of the unit within 5 to 7 days. This includes cleaning, minor repairs, touch-ups, and ensuring the unit is ready for the next tenant. If more extensive repairs or upgrades are required, the timeline may be adjusted accordingly. 450

11. Describe the Firm’s procedure to respond to 24-hour emergency calls and the amount of time it takes to respond to the call.

National CORE has a well-defined procedure for responding to 24-hour emergency calls to ensure that critical issues are addressed immediately and that tenant safety and property integrity are prioritized.

Procedure for Responding to 24-Hour Emergency Calls:

1. Call Reception:

Emergency calls are received by the on-site property management team or an after-hours emergency hotline that is monitored 24/7. Tenants are provided with clear instructions on how to reach the emergency response line at any time of day or night.

2. Call Assessment:

Upon receiving an emergency call, the on-site staff or designated emergency response personnel assess the situation based on the severity of the issue.

Common emergency situations include:
• Water leaks or flooding.
• Fire, smoke, or gas odors.
• Electrical issues that pose a safety risk.
• Broken locks or security concerns.
• Major appliance malfunctions affecting tenant safety or health.

3. Dispatching Maintenance Staff or Contractors:

If the emergency requires immediate attention, the property management team dispatches on-site maintenance staff if available, or contacts an emergency maintenance contractor (e.g., plumber, electrician, HVAC technician). If the issue requires a more specialized skill set, trusted contractors are contacted directly.

4. Communication with the Tenant:

The tenant is informed of the expected response time and the actions being taken.

Clear communication is maintained to provide updates, especially in situations where repairs may take longer than initially anticipated. 451

5. Follow-Up and Resolution:

Once the emergency situation is resolved, a follow-up is conducted to ensure that the issue was fully addressed and that no further complications remain. If necessary, additional repairs or preventive measures are scheduled to ensure the issue does not recur.

By having a streamlined process and ensuring quick action, National CORE prioritizes tenant safety and ensures that emergencies are handled promptly and efficiently. The team is available at all hours, and all emergency calls are responded to with the urgency they require to prevent further damage or risks to the property and tenants.

12. Describe how often property walks are conducted by the onsite manager.

What are the Firm’s procedures to maintaining records? Does the frequency of the property walks change depending on property size?
At National CORE, property walks are an integral part of the ongoing maintenance and management process. They help ensure that properties are maintained in optimal condition and that any issues or concerns are identified early. The frequency of these walks may vary depending on the specific needs of the property, but they are a standard practice for all managed properties.

Frequency of Property Walks:

1. On-Site Manager Property Walks:
• Routine Walks: On-site managers conduct property walks at least once per week to assess the overall condition of the property, including common areas, landscaping, exterior, and individual units as needed. These walks help identify potential maintenance issues, safety concerns, or compliancerelated matters. • High-Traffic or Larger Properties: For larger properties or those with higher tenant turnover, such as multi-building complexes, property walks may be conducted multiple times per week. This ensures that issues are caught early, and the property is being maintained at a high standard. • Smaller or Lower-Traffic Properties: For smaller properties or those with fewer tenants, the on-site manager may conduct property walks on a biweekly or monthly basis, though this can vary depending on the specific property needs or resident concerns.
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2. Special or Seasonal Walks:
• In addition to routine property walks, seasonal or specialized walks are conducted as needed, such as after storms to inspect for damage, or following tenant complaints about specific areas of concern.

Procedures for Maintaining Records:

1. Documenting Property Walks:
• Yardi Property Management System: All property walk findings, observations, and any subsequent actions are recorded in the Yardi property management software. This includes notes about the condition of common areas, specific units, and any maintenance requests generated during the walk. • Inspection Reports: For each property walk, the on-site manager fills out a detailed inspection form that is stored in the system. These reports include notes on any issues found, along with photographs (if necessary) to document the condition of the property.
• Work Orders: If the walk uncovers any maintenance issues, a work order is created directly in Yardi. This allows the maintenance team to track repairs and ensure they are completed promptly.

2. Tracking Follow-Up Actions:
• Follow-up Reporting: If a maintenance issue or tenant concern arises during a property walk, follow-up actions are tracked and documented in the system. This includes assigning work orders to maintenance staff or contractors and ensuring that issues are resolved in a timely manner. • Ongoing Communication: On-site managers communicate with regional managers and maintenance supervisors to discuss any recurring issues that need additional attention. This ensures that both minor and major concerns are addressed promptly.

Impact of Property Size on Walk Frequency:
• Larger Properties: Larger properties with multiple buildings or units generally require more frequent and thorough property walks. These properties may require more staff involvement for both routine and special walks to ensure all areas of the property are adequately covered.
• Smaller Properties: For smaller properties, property walks may be less frequent but still occur regularly to maintain the same standards of quality and tenant satisfaction. However, the focus may be on key areas of concern, such as fewer common areas or amenities.
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National CORE’s property walk procedures are integral to ensuring the property remains well-maintained, compliant with regulations, and responsive to tenant needs. The frequency of these walks may vary depending on the size of the property, but they are conducted routinely to maintain high standards. Records of these walks are carefully documented, tracked, and retained to ensure accountability and prompt follow-up on any identified issues. This approach helps ensure that all properties are managed effectively and remain in excellent condition for tenants.

13. Describe the Firm’s experience, if any, intervening with one or more distressed occupied properties and managing the property before, during, and after rehabilitation. Include the unit count and occupancy status.

National CORE has extensive experience intervening with distressed occupied properties and managing the rehabilitation process from start to finish. This includes navigating the complexities of maintaining tenant relationships, coordinating renovations, and ensuring the property remains in good standing throughout the project. National CORE has successfully rehabilitated multiple properties while keeping tenants informed and minimizing disruptions to their living conditions.

Experience with Distressed Occupied Properties:

1. Pre-Rehabilitation:
• Assessment and Planning: Before beginning any rehabilitation, National CORE conducts a thorough assessment of the property’s condition, identifying critical repair areas, safety concerns, and areas requiring modernization or compliance upgrades. A detailed rehabilitation plan is developed, outlining the scope of work, timelines, and necessary resources. • Tenant Communication: Clear communication is key when managing occupied properties during rehabilitation. National CORE ensures that tenants are informed about the upcoming work, including the expected timeline, areas to be impacted, and the steps being taken to minimize disruption. We provide tenants with regular updates and work with them to address any concerns they may have during the process.
• Temporary Relocation Plans: In cases where rehabilitation would cause significant disruption to tenants (e.g., utility shutdowns or major repairs), National CORE works closely with tenants to find suitable temporary relocation options within the property or nearby. This is done to avoid 454
displacing tenants entirely, especially in properties with low-income or vulnerable residents.

2. During Rehabilitation:
• Ongoing Maintenance and Tenant Services: During rehabilitation, National CORE ensures that essential services remain operational, such as providing alternate routes for tenants to access their units, maintaining adequate lighting, and handling emergency maintenance requests. On-site managers and maintenance staff remain available to address tenant concerns promptly.
• Coordinating the Work: National CORE works closely with contractors, overseeing the progress of renovations, ensuring work is done to high standards, and adhering to timelines. In addition, we focus on minimizing tenant disruptions, with construction occurring in phases to ensure that affected areas are as limited as possible.
• Tenant Support: National CORE staff regularly check in with tenants, provide support services when necessary (such as arranging for temporary relocation or assistance with special needs), and ensure tenants’ needs are being met.

3. Post-Rehabilitation:
• Unit Inspections and Quality Assurance: After rehabilitation is completed, each unit is thoroughly inspected to ensure the work was completed to code, meets National CORE’s quality standards, and is safe for occupancy. Any remaining issues are addressed immediately, and units are made ready for re-occupancy.
• Tenant Re-Entry and Satisfaction: Once units are rehabbed, tenants are allowed to move back in. National CORE ensures that tenants are satisfied with the completed work, addressing any final concerns and ensuring the property is in a condition that meets or exceeds their expectations. • Ongoing Property Management: Following the completion of the rehabilitation project, National CORE continues to manage the property by conducting regular property walks, ensuring that the newly rehabilitated units and common areas are maintained at high standards, and addressing any ongoing tenant concerns.

Specific Property Example:

One notable example includes National CORE’s management of Sunset Heights, a distressed 150-unit property undergoing a large-scale rehabilitation. This property was significantly impacted by deferred maintenance, requiring both structural repairs and aesthetic upgrades to bring it up to code and improve living conditions for tenants. Throughout the rehabilitation, National CORE kept tenants informed, addressed their concerns, and worked with them on temporary relocation when 455
necessary. After rehabilitation, the occupancy rate increased due to the upgraded amenities and the enhanced quality of life for the tenants.

Unit Count and Occupancy Status:
• Unit Count: National CORE has managed and rehabilitated properties ranging from small complexes with 50 units to larger multifamily properties with over 300 units.
• Occupancy Status: In properties undergoing rehabilitation, occupancy status typically fluctuates. However, National CORE focuses on maintaining high occupancy rates by carefully managing the tenant experience during construction, offering relocation assistance when necessary, and ensuring that rehabilitation efforts lead to improved living conditions. For example, Sunset Heights maintained a steady occupancy rate of around 90% during its rehabilitation due to proactive tenant communication and relocation management.

14. Provide any experience with state relocation requirements with any property managed.

National CORE has significant experience managing properties that require adherence to state relocation requirements, particularly in cases where rehabilitation, redevelopment, or construction activities impact tenants. These requirements often involve specific procedures for tenant notification, assistance, and relocation, especially in situations where temporary displacement or relocation is necessary. National CORE has successfully navigated these requirements while ensuring compliance and minimizing disruption to residents.

Experience with State Relocation Requirements:

1. Understanding of State Relocation Laws:
• National CORE is well-versed in state relocation laws, including those that govern California's Relocation Assistance (such as the California Relocation Assistance Act and various local ordinances). These laws typically provide compensation and support to tenants who must temporarily or permanently relocate due to construction or rehabilitation activities that affect their living conditions.
• National CORE ensures that all required notices are provided to tenants in a timely manner, and all necessary documentation is completed to comply with the applicable state and local regulations.
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2. Tenant Notification and Communication:
• Early Notification: One of National CORE's priorities when dealing with state relocation requirements is providing tenants with early and clear notification.

Tenants are given written notice of any planned relocation, including the reasons for the move, the anticipated timeline, and the assistance they are eligible to receive.
• Relocation Assistance: National CORE ensures that tenants receive relocation assistance as required by state law, which may include financial assistance for moving costs, temporary housing arrangements, and other forms of support.
• Ongoing Communication: Throughout the relocation process, National CORE maintains open lines of communication with tenants, providing regular updates and addressing any concerns regarding the relocation process. This helps build trust and minimizes any potential confusion or frustration.

3. Temporary Relocation Planning and Support:
• Relocation Logistics: For tenants temporarily displaced due to rehabilitation or construction work, National CORE coordinates temporary housing solutions, either within the same property or in nearby locations. This ensures that tenants are not left without a home and helps prevent any undue hardship caused by the relocation process.
• Moving Assistance: Where required, National CORE provides moving assistance to tenants, including help with transporting belongings and ensuring that the move is smooth and efficient.
• Coordination with Contractors: National CORE works closely with contractors and vendors to ensure that relocation timelines align with the project schedule and that tenants are able to return to their units as soon as possible after the rehabilitation or construction work is completed.

4. Permanent Relocation (When Applicable):
• If Permanent Relocation is Necessary: In cases where permanent relocation is necessary, National CORE ensures that tenants are provided with the appropriate compensation as required by state law. This includes relocation payments, assistance with finding new housing, and additional support for tenants facing permanent displacement.
• Compliance with Local Agencies: National CORE works with local housing authorities and other relevant agencies to ensure that any permanent relocation efforts meet the standards set by state and local laws. This includes ensuring that tenants are offered fair treatment and that any required payments are made promptly.
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5. Examples of State Relocation Experience:
• Sunset Heights: At Sunset Heights, a property undergoing extensive rehabilitation, National CORE successfully navigated state relocation requirements. During the renovation process, tenants were temporarily relocated within the property or to nearby buildings to minimize disruption.

National CORE provided relocation assistance, including moving expenses and temporary housing, and ensured that all state-mandated notices were given in advance. The process was handled smoothly, with tenants returning to newly renovated units once the work was completed.
• Heritage Place, Savannah GA: During redevelopment at Heritage Place, National CORE assisted tenants in accordance with local and state relocation laws. Tenants were provided with relocation packages, moving assistance, and guidance on temporary housing options while their units were being rehabilitated. National CORE ensured that all relocation payments and notices were handled in compliance with state regulations, maintaining a high level of tenant satisfaction throughout the process.

6. Recordkeeping and Compliance:
- National CORE maintains meticulous records to document compliance with relocation requirements. This includes keeping copies of all notices sent to tenants, records of relocation payments, and documentation of tenant communications. These records are stored securely and are available for review by tenants, local authorities, or other stakeholders as needed.

15. Provide any experience with public bidding for ‘Public Works’ type projects including prevailing wage for recent work at any managed property.

National CORE has significant experience managing Public Works projects that require compliance with prevailing wage laws. From issuing competitive bids and overseeing contractor selection to ensuring accurate wage payments and proper documentation, National CORE is committed to maintaining the highest standards of compliance for all public projects. The firm’s focus on transparency, fairness, and legal adherence ensures that all projects are completed successfully, with workers paid appropriately and contractors meeting all necessary regulatory obligations.
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16. Has your Firm ever failed to accept a contract award or to complete a contract awarded to you? If yes, explain with details of the contract type, date, owner, and reason.

National CORE has never failed to accept a contract award or to complete a contract that was awarded to the firm. The organization has a strong track record of successfully managing and completing all awarded contracts, whether for property management, construction, rehabilitation, or capital improvements.

National CORE's commitment to professionalism and accountability ensures that all projects are completed on time, within budget, and in full compliance with contract terms. The firm follows a thorough review process before accepting any contract to ensure that it has the necessary resources, capabilities, and expertise to fulfill the obligations of the contract successfully.

In instances where unforeseen challenges arise, National CORE proactively communicates with the project owner or agency to address the situation and find a solution, ensuring that the project continues smoothly and successfully.

National CORE takes pride in maintaining a reputation for reliability and excellence in contract execution.

17. Has your Firm ever surrendered a bid bond or a bid security? If yes, explain with details of the contract type, date, owner, and reason.

National CORE has never been required to surrender a bid bond or bid security for any project. The firm takes a thorough and careful approach when submitting bids to ensure that all necessary preparations and resources are in place to meet the contract requirements if awarded. This includes assessing the feasibility of the project, ensuring sufficient capacity and expertise, and committing to meeting all obligations outlined in the bid.

National CORE prides itself on its ability to honor contractual commitments and has maintained a strong reputation for reliability and successful project completion. Should any challenges arise, National CORE proactively communicates with all parties involved to resolve the issue and ensure that the project progresses without disruption. The firm’s careful risk management practices help to ensure that bid bonds and securities are never called into question.
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18. Has your Firm ever had a contract terminated? If yes, explain with details of the contract type, date, owner, and reason.

National CORE has not experienced any contract terminations. The firm maintains a strong commitment to fulfilling contractual obligations, ensuring that all projects are completed on time, within budget, and in full compliance with agreed-upon terms.

National CORE takes a proactive approach to project management, including thorough planning, regular communication with stakeholders, and prompt resolution of any issues that arise. This approach has allowed the firm to maintain long-term relationships with property owners, housing authorities, and other stakeholders, while delivering high-quality work across a wide range of projects.

If any challenges arise during the course of a project, National CORE works closely with the involved parties to address concerns and ensure that projects remain on track, avoiding the need for contract terminations.

19. Within the past two (2) years, has your Firm, or predecessor Firm, received an OSHA violation and/or non-compliance notice from any local municipality, state, or federal agency? If yes, describe the situation, the type of notice received, and were there any fines imposed.

National CORE, or its predecessor firm, has not received any OSHA violations or non-compliance notices from local municipalities, state, or federal agencies within the past two years. The firm is committed to maintaining a safe working environment for all employees, contractors, and tenants. This includes strict adherence to all Occupational Safety and Health Administration (OSHA) standards and regulations, as well as other applicable safety guidelines.

National CORE regularly conducts safety training, implements safety protocols, and performs site inspections to ensure full compliance with safety regulations on all projects. The firm also works closely with contractors and subcontractors to ensure that they maintain the highest standards of safety on job sites. Should any safety concerns arise, National CORE addresses them promptly to ensure a safe environment for everyone involved in the project.
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A.

1. Dollar Per Unit $

2. Other Fees (Use additional sheet if necessary): $

3. $

4. $

5. $

6. $

7. $

8. $
B.

1. $

2. $

3. $

4. $

5. $

6. $
C.

Describe other costs and estimates.

1. $

2. $

3. $

4. $

5. $

6. $
I certify the fees listed are applicable up to 180 days from Proposal submittal.

Signature of Authorized Representative Date
Printed Name Date
Firm's Name
Cost
Cost
Provide the following fee structures to fulfill the Services outlined in this RFP. The proposed fee structure shall be valid for the initial proposed five (5) year base agreement term. Include additional sheets if needed.

Cost Proposal
Management Fee calculation should be based off a flat fee rather than based on a percentage of the gross revenues of the Properties. Gross revenues can fluctuate with changes of tenant incomes and occupancies. Respondents are asked to propose a flat monthly management fee for the Properties.

List the types of Operational Costs that will be paid from the Properties operations (i.e. staffing, benefits, overhead, etc). Include detail of what is included with the cost.

Cost
Description
Other Costs
Operationsal Costs
Description
Management Fee
Description
$70 per unit per month
National Community Renaissance "National CORE"
Courtney Richard
11/20/2024
11/20/2024
N/A - please reference cost letter submitted in RFP.

N/A - please reference cost letter submitted in RFP
N/A - please reference cost letter submitted in RFP
covered by management fee
covered by management fee
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“Service Approach” for the City of Palm Desert RFP 2024-RFP-142 Affordable Housing Compliance and Property Management Services Technical and Management Approach
Service Delivery Strategy
National CORE’s technical and management approach ensures efficient, effective, and compliant property management. Key components include:

1. Comprehensive Property Assessment:
• Initial property walkthroughs to assess maintenance needs. • Digital documentation of property conditions for records and future planning.

2. Staff Training and Deployment:
• Hiring and training of skilled on-site management and maintenance staff. • Ongoing education in compliance, tenant relations, and modern property technologies.

3. Technology Integration:
• Implementation of property management software for file management, work orders, compliance tracking, and reporting.
• Automated alerts for lease renewals, inspections, and tenant communications.

4. Stakeholder Engagement:
• Regular communication with property owners, tenants, and stakeholders. • Transparent reporting on property performance and finances. 462
First-Year Schedule of Tasks, Milestones, and Deliverables Management Plan
Maintenance Control
• Preventative Maintenance Program: Routine inspections and upkeep to prevent larger issues.
• Work Order System: Digital request and tracking system for maintenance. • Vendor Management: Pre-qualified vendor pool for cost-effective and reliable service delivery.

Quality Assurance
• Routine Audits: Monthly file and compliance checks to ensure accuracy. • Resident Feedback Surveys: Quarterly surveys to gather insights and address concerns.
• Inspection Protocols: Regular property and unit inspections to monitor conditions and safety.

Tenant Relations
• Clear Communication Channels: 24/7 accessibility for tenant concerns via email, phone, or app.
• Community Engagement Activities: Hosting events and programs to foster tenant relationships and satisfaction.
• Resident Resource Programs: Linking tenants to local services (e.g., job training, health care).
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Additional Proposed Tasks
National CORE recommends including:
• Resident Services Programs: Structured plans for educational, vocational, and health services.
• Emergency Response Plan: Clear protocols for handling emergencies such as natural disasters or urgent repairs.

Proposed Method
• Develop resident services partnerships with local agencies. • Conduct drills and training for emergency preparedness. 464
Together, We Transform Lives and Communities
National Community Renaissance
A Trusted Property Management Partner
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Because Where You Live Matters
At National CORE, we believe that people and place matter. High-quality management and a long-term focus are keys to preserving the integrity of our communities and creating a place residents are proud to call home.

National CORE manages more than 8,000 affordable and market rate rental units in 100 developments nationwide in conjunction with private and public entities. With more than 30 years of experience in property management, National CORE offers a fully integrated approach that includes professionals in human resources, finance, asset management, compliance, risk management, energy and sustainability, and capital improvements.

Managing from an Owner’s Perspective
High Performing Communities
To maximize net income at the properties it manages, National CORE’s Senior VP of Property Management conducts:
• Detailed budget development and review processes
• Monthly financial reviews with regional managers
• Quarterly in-depth reviews with CFO, controller,
asset managers, and regional managers
• Ongoing monitoring and analysis by financial analyst to maximize property performance
Surpassing Industry Standards on All Key Performance Indicators • Economic occupancy of 98 percent or better portfolio-wide • Aged receivables less than one percent
• Bad debt less than one percent of Gross Potential Rent • Improved performance ratings using the AHIC model
• Water conservation efforts yielded a 65 percent decrease in water usage in one year
• 2016 recipient of the Inland Empire H2O Hero of the
Year Award
• Converted entire portfolio to smoke-free in 2016
National CORE is one of the nation’s largest nonprofit developers and managers of affordable rental housing. As a “best in class” provider of property management services, National CORE offers an array of in-house capabilities to navigate the complexities of managing affordable multifamily housing. 466
Integrated Team of Professionals
Accounting
Our Accounting Team watches over the financial solvency of our properties in order to maximize income, minimize bad debt, and maximize cash distribution to owners.
• Financial and operations auditing
• Financial reporting
• Cost containment analyses
• Strategic planning and benchmarking
• Yardi Voyager, web-based property management software and asset management solutions
Asset Management
Comprehensive asset management planning, financial
reviews, onsite physical and staff evaluations, debt
restructuring/re-syndication, review of agency requirements and documentation plus constant communication.
• Responsible for the preservation of the physical assets • Submit monthly, quarterly, semi-annual and annual reports • Supervise disbursements
• Develop property watch list for under-performing properties Capital Improvements
Preserves the integrity of the physical platform while
introducing modern touches to keep the property current and efficient.
• Interior and exterior maintenance
• Skilled maintenance staff
• Cost containment analyses
• HandyTrac Key Management System
• Focus on leasing units with minimal turn time, maximizing economic occupancy
Compliance
Maintains a service-oriented approach designed to assist owners and agents in complying with the many complex
federal and state housing regulations.
• Full regulatory compliance
• Compliance certification and recertification
• Measure and evaluate site level staff
• Monitor file turnaround times
• Identify training opportunities
• Custom compliance property checklist based on the
funding sources and specific compliance requirements
• Compliance monitoring audits
Energy and Sustainability
“Doing Our Part” to develop sustainable communities and implement conservation programs that maintain the health and stability of our communities.
• Turf removal and smart irrigation
• Installation of high efficiency toilets, shower heads and flow restrictors
• Installation of high efficiency front load washers
• Installation of demand control devices
• Installation of Wi-Fi controlled thermostats
• LED lighting upgrades
• Utility data tracking with WegoWise
Human Resources
We offer a full service HR team to provide employee relations and operational support.
• Recruitment, hiring and retention
• Compensation and benefits
• Payroll and HR systems
• Employee relations
• Performance management
• Training and development
• Safety management
Property Management
Experts in resident service programs, facilities management, maintenance, leasing, and compliance with affordable housing regulations allows owners and agents to place their trust in our services and achieve the highest level of resident satisfaction. • Planning and budgeting
• Market evaluation
• Advertising, marketing and lease-up
• Resident screening
• Lease renewal negotiations
• Rent and maintenance collection
• Supervision of personnel
• Owner/resident relations
• Residential relocation
Risk Management
Identifies, assesses and controls threats to capital and earnings.
• Oversees contract negotiations
• Conducts vendor and contract screenings
• Mitigates safety and environmental issues
• Annual property inspections 467
phone 909-483-2444
www.NationalCORE.org
Staff Training and Development
• Maintenance staff participate in quarterly trainings (including two hours of safety training by IMA Risk Management) to reduce work related injuries, increase core competencies and build strong teams
• Property management staff has monthly trainings ranging from fair housing and California Certified Residential Manager certification to customer service and rental application processing
• Compliance team undergoes extensive training and are
certified tax credit specialists
• All managers at tax credit properties are tax credit certified utilizing National Center for Housing Management trainers Best in Class Property Management
• Dedicated staff committed to exceeding the needs of
residents
• Commitment to maximizing rents and performance through monthly operation reviews
• Regular communication with all stakeholders
• Experts in landlord/tenant laws and fair housing regulations • As owners of 95+ properties, we know how to manage from an owner’s perspective
“Each National CORE project I’ve
seen not only brought value to the
residents of these communities but has
increased the value of the surrounding
neighborhoods.”
~ Acquanetta Warren
Mayor, City of Fontana
“Through collaboration and commitment
with the City of San Marcos and
other agencies, National CORE has
completely transformed neighborhoods
from the brink of ruin to flourishing
communities.”
~ Beth Nielson
Housing Programs Specialist,
City of San Marcos
“The property management team has
proven themselves time after time
in providing the best outcomes for
residents, investors, lenders, and the
local community.”
~ Blake Davis
Vice President,
Acquisitions/Underwriting
Hudson Housing Capital
CREATING SUSTAINABLE COMMUNITIES:

Leverage rebate programs to increase efficiencies
and energy sustainability

PROTECTING LONG-TERM
VIABILITY OF ASSET:

Maximize rents and performance
GREAT CUSTOMER SERVICE:

Reliable, proactive, personal touch
INTEGRATED TEAM OF PROFESSIONALS:

Accounting, Asset Management, Capital Improvements, Compliance, Energy and Sustainability, Human Resources, Property Management, and Risk Management
GOOD FISCAL AGENT:

Monthly budget and financial reviews
468
“Transition Phase Cost Proposal” for the City of Palm Desert RFP 2024-RFP-142 Affordable Housing Compliance and Property Management Services Transition Phase Cost Proposal
National Community Renaissance (National CORE) is pleased to submit the enclosed Transition Phase Cost Proposal for the City of Palm Desert. As an experienced organization with a proven track record in property management and development, we are confident in our ability to execute a seamless transition, ensuring continuity of services, minimal disruption, and enhanced operational efficiencies.

Our proposal outlines a comprehensive transition plan that includes detailed strategies, activities, timelines, and resource allocations to address the unique requirements of your project. Highlights of our approach include:
• Seamless Handover: A phased handover strategy to ensure no gaps in services during the transition period.
• Asset Management: A robust inventory and transfer plan for physical and digital assets to safeguard operational integrity.
• Compliance and Quality Assurance: Rigorous compliance reviews and quality checks to maintain regulatory standards and optimize performance. • Expert Team: A dedicated transition team comprising experienced professionals to lead each aspect of the process.

National CORE would NOT charge for the transitional phase, as this is considered part of our due diligence to ensure a smooth start to the project. The only costs associated would be for connection costs, Yardi setup, and necessary equipment. This approach reflects our commitment to providing exceptional value while ensuring operational readiness from day one.

We appreciate the opportunity to partner with you on this endeavor and look forward to further discussing how our tailored approach aligns with the objectives outlined in your Request for Proposal. Please feel free to contact me directly at (909) 215-5322 or [email protected] if you have any questions or require additional information.

Thank you for considering National CORE as your trusted partner for this project.

Sincerely,
Courtney Richard
National CORE
Senior Vice President of Property Management
469
“Transition Plan” for the City of Palm Desert RFP 2024-RFP-142 Affordable Housing Compliance and Property Management Services Transition Plan
Strategies and Objectives
The primary goal of the transition plan is to ensure seamless continuity of services with minimal disruption for stakeholders, tenants, and staff. This involves strategic planning, efficient communication, and careful execution.

Detailed Transition Activities and Timeline
470
Asset Inventory and Transfer Plan
Physical Assets

1. Equipment:
• Conduct inventory of tools, machinery, and office equipment on-site. • Transfer ownership or leases to new management.
• Assign maintenance responsibilities to the incoming team.

2. Facilities:
• Evaluate condition reports for buildings and shared spaces. • Address any pending repairs or unresolved maintenance issues.

Digital Assets

1. Software:
• Migrate all data (tenant files, lease agreements, financial records) from outgoing firm’s property management software.
• Implement new software systems if necessary, ensuring overlap during migration.

2. Documentation:
• Transfer all operational manuals, compliance records, vendor contracts, and historical files.
• Securely store digital copies on cloud platforms with restricted access. 471 Formal Handover Plan

1. Clear Acceptance Criteria:
• Ensure all tenant files are complete and up-to-date.
• Verify full migration of software systems and operational data. • Conduct a final inspection of all units and common areas. • Validate vendor and contractor agreements have been transferred or renegotiated.

2. Handover Protocol:
• Outgoing management provides a comprehensive briefing on unresolved issues, including open maintenance requests and compliance concerns. • Final acceptance sign-off by both parties and stakeholders. 472
DRAFT for Discussion