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HomeMy WebLinkAboutCDC/2007-16 1 2 3 4 5 6 RESOLUTION NO. CDC/2007-16 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO APPROVING AND ADOPTING THE RELOCATION PLAN FOR DISPLACED RESIDENTS AND BUSINESSES RELATED TO THE NORTH ARDEN GUTHRIE AREA (IVDA REDEVELOPMENT PROJECT AREA) WHEREAS, as of August 2006, the Redevelopment Agency of the City of San Bernardino 7 (the "Agency) was the owner of 46 vacant parcels in the Arden Guthrie Area situated between 8 Highland Avenue to the north, Guthrie Street to the west, 20th Street to the south and Arden 9 Avenue to the east (the "Site") within the Inland Valley Development Agency ("IVDA") 10 Redevelopment Project Area ("Project Area''); and 11 WHEREAS, on July 24, 2006, the Mayor and Common Council ("Council") and the 12 Community Development Commission of the City of San Bernardino ("Commission") approved a 13 HUD Section 108 loan and authorized the City of San Bernardino ("City") to make the funds 14 available to the Agency for the purposes of acquiring the remaining 24 severely blighted 4-plex 15 structures located at the Site; and 16 17 and the residents will need to be permanently relocated to allow for future development within the WHEREAS, the 24 4-plex structures totals 96 apartment units of which 88 are occupied 19 18 Project Area; and WHEREAS, the California Community Redevelopment Law ("CRL") requires that prior to 20 displacement of any resident, a Relocation Plan be prepared in order to assess the relocation and 21 housing needs of each resident and to quantify relocation benefits in accordance with State and 23 22 Federal Law; and WHEREAS, on November 20, 2006, the Commission approved a Professional Services 24 Agreement between the Agency and California Property Specialists, Inc. ("CPSI"), for relocation 25 services and relocation plan preparation in accordance with the CRL and Uniform Relocation and 26 Real Property Acquisition Policies and the State of California Housing and Community 27 Development Guidelines (California Code of Regulations, Title 25) and the U.S. Department of 28 Housing and Urban Development ("HUD") federal guidelines; and I P:\Agendas\Resolutions\ResoIUlions\2007\06-18..o7 Arden Guthrie Relocation Plan CDC Resodoc 1 WHEREAS, on March 22, 2007, CPSI informed the tenants at the Site that a draft 2 Relocation Plan was available at the offices of the Agency and the San Bernardino Norman 3 Feldhym Library for a 30-day public review and comment period; and 4 WHEREAS, the Agency has not received any public comments during the review period. 5 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION OF THE 6 CITY OF SAN BERNARDINO DOES HEREBY FIND AND DETERMINE, AS FOLLOWS: 7 Section 1. The Commission hereby approves and adopts the Relocation Plan attached hereto 8 and incorporated herein by reference and authorizes the Executive Director of the Agency to proceed with 9 the relocation of the residents residing at the Site pursuant to the Relocation Plan which also authorizes the 10 expenditure from the Low/Moderate Housing Funds and the HUD Section 108 Loan in the approximate 11 amount of$2 million. 12 Section 2. 13 III 14 III 15 III 16 III 17 III 18 III 19 III 20 III 21 III 22 III 23 III 24 III 25 III 26 III 27 III 28 III The Resolution shall become effective immediately upon its adoption. 2 P:\Agendas\Resolutions\Resolutions\2007\06.-18-07 Arden Gutluie Relocation Plan CDC Reso.doc 1 2 3 4 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO APPROVING AND ADOPTING THE RELOCATION PLAN FOR DISPLACED RESIDENTS AND BUSINESSES RELATED TO THE NORTH ARDEN GUTHRIE AREA (IVDA REDEVELOPMENT PROJECT AREA) I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community 5 Development Commission of the City of San Bernardino at a ;oint rel(ular meeting 6 thereof, held on the 18th day of June 7 Commission Members: Aves Navs 8 ESTRADA -1L 9 BAXTER ~ 10 BRINKER X 11 DERRY x - 12 KELLEY X 13 JOHNSON ---X- 14 MC CAMMACK ~ 15 16 , 2007, by the following vote to wit: Abstain Absent ~ Secretary -l ~1'~ The foregoing Resolution is hereby approved this day of 18 17 June ,2007. 19 20 21 22 Approved as to Form: 23 24 By:_v~~cflL Agency oa:.:e~- 25 26 27 28 3 P:lAgendas\Resolutions\Resolutions\2007\06-18-07 Arden Guthrie Relocation Plan CDC Reso.doc ." o .... I it, . '''' 1\~1 'Q~ REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO THE ARDEN GUTHRIE REDEVELOPMENT PROJECT DRAFT RELOCATION PLAN PREPARED FOR: THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO 201 NORTH "E" STREET, SUITE 301 SAN BERNARDINO, CA 92401 PREPARED BY: CALIFORNIA PROPERTY SPECIALISTS 124 E. "F" STREET., SUITE 14,0 ONTARIO, CAo 91764 OFFICE 909-986-1814 0 FAX 909-986-1045 0 WWW.CPSI-ROW.NET TABLE OF CONTENTS I. GENERAL INFORMATION .....................................................................................4 PURPOSE OF THE RELOCATION PLAN ................................................................ 5 NEIGHBORHOOD OUTREACH ...............................................................................6 CITIZEN PARTICIPATION .......................................................................................6 II. PROJECT DATA ..................................................................................................... 8 REGIONAL LOCATION AND DESCRIPTION .......................................................... 8 GENERAL PROJECT AREA DEMOGRAPHICS AND HOUSING......................... 10 RACE AND ETHNICITY ......................................................................................... 11 DISTRIBUTION OF HOUSEHOLD INCOME .........................................................12 III. ASSESSMENT OF RELOCATION NEEDS ..........................................................13 SURVEY METHOD ................................................................................................ 13 RESIDENTIAL DATA AND NEEDS ASSESSMENT.............................................. 13 FIELD SURVEY DATA ................................................................................... 13 PROJECT AREA OCCUPANCy..............:...................................................... 14 PROJECT AREA RENTS ............................................................................... 14 REPLACEMENT HOUSING NEEDS .............................................................. 14 INCOME................................................................... ............................ ........... 15 SENIOR I HANDICAPPED HOUSEHOLDS ................................................... 15 NON-RESIDENTIAL DATA AND NEEDS ASSESSMENT.....................................15 IV. RELOCATION RESOURCES................................................................................ 16 RESIDENTIAL PROPERTY FOR RENT................................................................ 16 COMPETING PROJECTS .................................................................................... 17 SUMMARY .....................................................:...................................................... 18 ALTERNATE HOUSING PROGRAMS................................................................. 18 TEMPORARY HOUSING NEEDS........................................................................ 18 V. RELOCATION ASSISTANCE PROGRAM ............................................................19 ADVISORY SERVICES ........................................................................................ 19 Prepared by California Property Specialists, Inc. RELOCATION BENEFITS TO RESIDENTIAL OCCUPANTS .............................21 MOVING EXPENSE PA YMENTS.........................................................................21 A. Fixed Moving Payment (Room Count Schedule) ..................................... 21 B. Actual Cost (Professional Move) ...............................................................22 RELOCATION BENEFITS TO OWNER-OCCUPANTS....................................... 22 PURCHASE PRICE DIFFERENTIAL ................................................................... 22 INCIDENTAL EXPENSES (CLOSING COSTS)................................................... 23 INCREASED MORTGAGE RATE DIFFERENTIAL PAYMENT...........................23 RELOCATION BENEFITS TO TENANT-OCCUPANTS ...................................... 23 RELOCATION ASSISTANCE UNDER SECTION 104(d)....................................24 LAST RESORT HOUSING .................................................................................... 26 RELOCATION BENEFITS TO NON-OCCUPANT/OFF-SITE OWNERS (BUSI NESS)..... ................. ....... ...... ....... ....... ............... ....... ....... ............ ......... ........ 27 VI. ADMINISTRATIVE PROVISIONS ........................................................................ 28 PROJECTED DATES OF DISPLACEMENT.......................................................... 28 ESTIMATED RELOCATION COSTS ..................................................................... 28 NOTICES.............................. ................................................................................. 28 LANGUAGE ASSISTANCE (ASISTENCIA DE LENGUAJE) ................................ 29 RELOCATION APPEAL PROCESS ...................................................................... 29 EVICTION POLICY ................................................................................................30 EXHIBITS A PROJECT SITE PHOTOS B RESIDENTIAL RELOCATION INTERVIEW FORM C TENANT INFORMATION STATEMENT D TENANT HOUSEHOLD CHARACTERISTICS E GENERAL INFORMATION NOTICE - ENGLISH F GENERAL INFORMATION NOTICE - SPANISH G RELOCATION BROCHURE - ENGLISH H RELOCATION BROCHURE - SPANISH I HUD 2006 INCOME LIMITS J APPEAL PROCEDURES FOR DISPLACED PERSONS - ENGLISH K APPEAL PROCEDURES FOR DISPLACED PERSONS - SPANISH L PUBLIC COMMENT AND WRITTEN RESPONSE Prepared by California Property SpecialL'ils. Inc. I. GENERAL INFORMATION The Redevelopment Agency of the City of San Bernardino ("Agency") proposes to adopt a Relocation Plan for the Arden Guthrie Project ("Project"). The Project area includes parcels located between the boundaries of Highland Outer Highway South and E. 20th Street, and between Guthrie Street and Arden Avenue. The site consists of approximately 17 acres of which the Agency owns more than 50% of the vacant parcels. There are 25 four-plex units and 2 vacant lots that the Agency intends to acquire. The Agency intends to keep the stakeholders, residents, and landlords (businesses) informed during the process of the design and construction for the planned improvements. Figure 1 project area. The Agency in cooperation with Home Depot, Inc., a Delaware Corporation ("Developer") and Mr. Scott Beard and Mr. Mark Sandoval ("Co-Developer") propose to build a new 139,000 square foot Home Depot, which would be in addition to their two existing stores already located in the San Bernardino area. The developer is also reviewing a development plan that may be combined with the Home Depot center that would create a soccer complex, youth-oriented reiail businesses and restaurants. This project is designed to enhance the area, develop new jobs and increase the local economy. FIGURE 1- Project Area HIGHLAND AVENUE I- UJ UJ a: I- /J) "M ":~_n: "" !,r..........I.. lUll 121M "....", m. \.....) ~...... ,m """".1. '''' ,--, )Ok . ..: III ".. p>2:~_ "n --,...- ~~.. '-"nii'-' ".. :-~.. : :117 --- "" "-;;04'- -- "liS ....... ".. "M ,m .", !:~. lUl --3'" HINI~ lU'J l'H m' 'UJ ....H.. I'" III"'J. - 0 o ".. ".. .~~N.rJ'. ............. :....... *' 1"" _OM> 21Tl I Jtn en ~n w "" 1 ~M_MO ~ lDlI"lU *' o .!.,'..... ...J U ........ Z .,....... :> m't lOlt2*' ~ ....~~..i -:;;.. ~ .~. UJ 0:; :t: I- ::l C) "" "" "n .,###.. - "" .... ,,:, "HUN - - 20TH STREET Prepared by California Property SpecioUs/so Inc. .,.. ...1'1;..... .~.. "" f 2m l__n___ "" -. --irZt'" ~- ...... ~~~~.... f'!11 JUJ _~~. S!".'_!~. 1101; :'0$ hM - UJ 1m ~ --li..-- ffi - ~ --.~- -.. -rt1l Z UJ ~=J.. 0 a: < ... ...: ~ 'Ill 1012 =z: 11'1 o 1I~..~ at' ~ t__.- IU' : CD" 1lI:t ':Ii .. ~ :on 21IM:0 .. -- -.",.... -. - -, , . 4 Impacts related to the redevelopment project include the potential displacement of existing residential uses, landlord (business) opportunities, and potential short-term construction impacts relating to circulation, noise, dust and utility relocation. However, mitigation efforts will be implemented in conformance to the California Environmental Quality Act statutes. The Relocation Plan was completed by California Property Specialists, Inc. and is organized into seven sections as follows: I. General Information II. Project Location and Description III. Assessment of Relocation Needs IV. Relocation Resources V. Relocation Assistance Program VI. Administrative Provisions VII. Attachments and Exhibits PURPOSE OF THE RELOCATION PLAN The purpose of the Relocation Plan is to provide the Agency with information about the impact of the proposed Arden Guthrie Project on the residential and business occupants to be displaced. More specifically, the limits and primary objectives of the Plan are as follows: 1. Conduct a survey of relocation needs of the occupied households and businesses (landlords) displaced by the proposed Project. 2. Perform an analysis of the relocation needs to determine location factors and characteristics required in identifying comparable replacement housing sites. The replacement housing sites should exhibit: a. Equivalency to the displacement unit. b. Compliance with applicable local housing codes. c. Provision of decent, safe and sanitary housing. d. Affordability to the displaced person. . e. Availability in an area, which is compatible with the housing needs and location factors established in the survey. f. Available on the market. Prepared by California Property Specialists, Inc. 5 g. Available to displacees without regard to age, race, color, religion, sex, marital status or national origin. 3. Conduct a survey and analysis of available relocation resources. This survey will aid in determining whether comparable replacement resources are available to the affected residences and businesses (landlords). 4. Outline the Agency's relocation procedures, funding sources and time frame for relocation activities. This is to ensure that uniform, fair and equitable treatment is provided to all displacees of the proposed Project. 5. Determine the needs of displacee as well as the potential costs to effectively relocate the displacee within the Project. 6. Determine any need for a Last Resort Housing plan for relocation of any household that will require financial assistance beyond the limits set by the state and federal statutes. NEIGHBORHOOD OUTREACH The Agency intends to notify all property owners and occupants within the project area the plan. It will be made available for review and comments in accordance with state guidelines. The Agency will determine the necessity of neighborhood outreach meetings during the relocation process. If appropriate, at that time, the Agency and/or their representatives will coordinate and conduct community outreach meetings. CITIZEN PARTICIPATION The Plan has been prepared in accordance with California Relocation Assistance Law ("CRAL") (Government Code 7260) and the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended ("URA") the Agency will ensure the following: 1. Timely and full access to all documents relevant to the relocation program. The Agency will only restrict access where confidentiality is protected by law or its disclosure is prohibited by law. 2. Ensure that the information in documents provided does not compromise the privacy of eligible persons. Prepared by California Property Specialists. Inc. 6 3. Provide technical assistance necessary to interpret elements of the relocation plan and its pertinent materials. 4. A general notice of the Relocation Plan shall be provided to all displacees in the proposed Project area. The draft Relocation Plan will also be available for public review for 30 days and distributed to interested citizen groups, local public agencies for review and comment. 5. Copies of the Relocation Plan shall be available for review within 30 days prior to final approval and adoption by the Agency of San Bernardino. Comments from displacees and other interested persons regarding this Relocation Plan should be sent to: Mr. Colin Strange The Redevelopment Agency of The City of San Bernardino 201 N. 'E' Street, Suite 301 San Bernardino CA, 92401 Phone: (909) 663-1044 Facsimile: (909) 888-9413 Email: cstranae@sbrda.ora 6. The right of any persons to submit written or oral comments and objections, including the right to submit written comments on the Plan when it is forwarded to the Agency for final approval. 7. Prompt written responses to any written comment, objection or criticism. 8. Upon receipt of public comments, the Relocation Plan will be reviewed to ensure that it is feasible and complies with locally adopted rules and applicable laws and regulations. 9. Public comments and the Agency's response will be included in the Final Plan. 10.Upon completion of all reviews, the Relocation Plan will be presented for adoption by the Agency. Prepared by California Property Specialists. Inc. 7 II. PROJECT DATA REGIONAL LOCATION AND DESCRIPTION The project site is located just north of the 10 and 215 Freeway interchange. At the base of the mountain resort areas and on the way to Las Vegas and Palm Springs, San Bernardino has a very unique appeal. Figure 2. below is an area map showing the regional location of the Project. FIGURE 2 - Project Location Prepared by California Property SpecioUs/so Inc. 8 SPECIFIC PROJECT LOCATION The Project area includes parcels located between the boundaries of Highland Outer Highway South and E. 20th Street. and between Guthrie Street and Arden Avenue. The site consists of approximately 17 acres. Figure 3 below depicts the Project area. FIGURE 3 - Project Area . - @~;;;::- ~ ~4,""_ -_"1 ~iJ $.,--"'..... ~*~ J"- -"-!t \0 - -".~ lJ:;:i. . tiel :'~". .,: "'I'~'<"~;~' I ~, .' ~ . ~.. ,,':... r \1 ~ '...'~ ' ..:. "I. :'" , r::--, 11""" ~ I /I:~'. ~,. a......-. . _ . ,.'.......... a ' ~ ~ 'I ,'- . . ~. '',. ~ ~ ... ~ c~ ':' d~? 1- I- " :... t~ r - ~ . ~ _. 1 - -........ 13 GY,"h.M -. .-'''- ...._.....-.-.....- ... - ~J.fJI\I 01 - _............ - __ i.... 21'1~ :: )", .. . - ,I -.... l1T~ ~f..... , . i 26m ST ~ II. - F ii J P\J'1ALO -- - -" . ..., or - . ,,< . _ .e l;O'il ~~ Ii ..~! !I, or I .... ~. - I . ',~ ..- ::!- Ii. ........ I ; ~:_~ ST ~~ I ./:> OR(..HID ~ (JQ -r. '"< 23~ t;:' 5'( 1 ~,r-- - - . .-. ~. _ J - -8t-'-' ... - AVE. aJ' ~;' E '- Pi 'I' t~ ,T ~ ~: ... ~I! :> '" .....-. 1 _ \t:;.~' !>~ -~ " J; _ It' I l g } .. i 1 ..,~ . ~ , -< ~'j . '.....HIGHLAND ,<.:J z , ~ " ~ - --~- .~ i '9'" ijj ~fJI:o,~t:" ~ 'I::::: J1",OV J~-'" _ <X ~ ~l -c :~ ~ ,;.::' ~ V) ~.. i '5 ~o ...-, "II' 1.. 0(' I'=. !;' I'., -, ."'!#-. Z' I'" ( YJlpoolIU ......, ,J il2- ~... r :c II ,..r ZIST ,~.j _ -~. . ----1i~. ~1 -~~ q : ~:I ~ z~ >- ~tJ"" !.I. ri :!- ~ .",..;t 4-~~ I ' Si.....,lQt~ 1t1TH ~ ST CY.So\ ~C.li8 . MIL.AI ii, . - 11 - 'll13' .Q.-:;;.- ~;,... . Prepared by California Properly SpecioUsls. Inc. 9 GENERAL PROJECT AREA DEMOGRAPHICS AND HOUSING The median household gross annual income in the Project area in December of 2006 was $26,400.00, which is slightly lower than the 2005 U.S. Census for the City of San Bernardino population median income of $33,915.00. The 2005 U.S. Census reported an unemployment rate 6.3%. The Census also identified 19,662 housing units in the study area, and a 2.1 % vacancy rate. The City of San Bernardino is part of the County of San Bernardino and has an ethnically diverse population of 1,916,665 Figure 4 below represents the average household size, number of families, total households and total population in comparison between the City and County of San Bernardino. FIGURE 4 - Geographic Area, Population, Households and Population Density Population Total population Average household size Family households (falTilies) Total households 200,000 400,000 600,000 800,000 1,000,000 1.200,000 1,400.000 1,600,000 1,800,000 2,OOlUKlO . CITY OF SAN BERNARDINO . COUNTY OF SAN BERNARDINO Prepared by California Property Specialists, Inc. 10 RACE AND ETHNICITY Figure 5 below illustrates the ethnic composition of the general population of the City of San Bernardino and the County of San Bernardino. As shown below, the population within the Agency of San Bernardino is similar to the County as a whole, being predominately White and Hispanic. FIGURE 5 - Race and Ethnicity '::00 (too '::90 0 . Amelican Indian and Alaska Native . Asian alone . Slack or African American . Cuban . Hispanic or latino II Mexican . Native Hawaiian and Other Pacific Islander . Not Hispanic or latino . Other Hispanic or latino . Puerto Rican . Some other race EI Two or more races . Two faces excluding Some other race. . WMe alone Prepared by California Properly SpeciaUs/s. Inc. 11 DISTRIBUTION OF HOUSEHOLD INCOME The 2005 Census provides economic data in regards to the distribution of household income within the Project Area and the City of San Bernardino when compared to the overall County of San Bernardino. Figure 6 below illustrates the income levels in the City of San Bernardino and the County of San Bernardino. FIGURE 6 - Income Distribution Chart Geographic Area, Population, Households and Population Density Income Chart 20.000 - 120.000 100.000 80.000- 60.000 40.000 0 '" '" '" '" "'. '" '" '" '" .. "'. "'. '" '" '" ~ '" '" '" '" .. "'. "'. '" :2_ co '" .. .... '" '" "'. 0 0'" '" B '" '" '" E ~- ,s B '" '" .. '" ",.!l! 0 B B ;; a 0 0 B "'- '" 0 0 0 '" " 0 '" q o. 0 0 0 0 B 0 o~ '" 0 o. o. 0 0 B 0 ~'" ---' "' "' o. 0 0 '" ~ 001 "' 0 o. 0 0 ci co E '" '" '" "' "' 0 0 0 .~ 0 [ -.--- '" '" .... ci o. 001 -00 . CITY OF SAN BARNARDINO '" 0 0 '" ",co "' ::; -- '" ~ . COUNTY OF SAN BERNA~Dlt-!O '" Prepared by California Property Specialists. Inc. 12 III. ASSESSMENT OF RELOCATION NEEDS SURVEY METHOD To gather the necessary information for the Relocation Plan, door-to-door surveys were conducted with tenants and owner-occupants within the project area during the month of December of 2006. There are a total of twenty-five (25) four-plexes consisting of one hundred (100) units in the project area, however at the time the surveys were completed, eighteen (18) units were vacant. Surveys were completed on seventy one (71) of eighty-two (82) residential households equating to an eighty-five (86.5%) rate. There are twenty-five (25) property owners that will be treated as landlord (businesses), one of which is an owner-occupant who may receive a replacement housing payment in addition to any business benefits they may qualify to receive. The surveys were conducted in English and Spanish to facilitate the understanding of the questions and the respondent's self expression. (Refer to Section VIII, Exhibit A for sample Relocation Interview Forms.) The residential occupants were asked about the number of occupants, size of unit, length of occupancy, disabilities or special needs, household income, desired area for a replacement dwelling, etc. The information provided by the occupants has not been verified by supporting data and is solely based on verbal information, which is sufficient for the purpose of completing the Relocation Plan. RESIDENTIAL DATA AND NEEDS ASSESSMENT FIELD SURVEY DATA The households are composed of eighty-one (81) tenant-occupied dwellings, and one (1) owner-occupied dwelling. From the seventy (70) respondent households thirty-five (35) are of Hispanic or Latino origin (50%), twenty-six (26) are African American (37.14%), seven (7) are White (10%), one (1) is Chinese (0.1%) and one (1) is Middle Eastern (0.1 %). The Project area population, based on information gathered in our survey, is composed of one hundred sixty-seven (167) adults and one hundred sixty- two (162) minors. Prepared by California Property Specialists, Inc. 13 PROJECT AREA OCCUPANCY The respondent housing mix of the Project area consists of twenty-five (25) four-plexes. Table 1 below shows the number of bedrooms per housing unit. PROJECT AREA RENTS The average monthly rent paid for a two-bedroom unit in the project area is approximately $725.00. Table 2 below itemizes the ranges paid for monthly rent (including government assistance), based on bedroom count. Refer to Exhibit 0 for additional details. REPLACEMENT HOUSING NEEDS Replacement housing needs for tenant occupants are based on the ratio of total household's occupants to number of bedrooms. The HUD standard for the maximum number of occupants for a one-bedroom dwelling is three (3) persons; for a two- bedroom up to five (5) persons, and for a three-bedroom (3) up to seven (7) persons. Referrals provided to any potential displacee will reflect the appropriate bedroom count as required by government regulations and Agency standards. Table 3 below illustrates the number, type and dwelling size required to accommodate the Project area households, based on current number of occupants. TABLE 3: Replacement Housing Needs (70 Respondents) Bedroom Count Two Three Four Tenants Households 49 15 6 Owner-Occuoant 1 0 0 Dwellings include: Duplexes and Single Family Residences. Prepared b)' California Property Specialists. Inc. 14 INCOME Income information was gathered from seventy (70) out of the eighteen (81) tenant households. The average annual income is $26,400.00. The households average four and 1/2 (4.5) occupants per household. Table 4 below illustrates the number of households per income ranges. (Refer to Exhibit I for HUD Income Limits for San Bernardino County) TABLE 4: Households Income Ranges (70 respondents of 81 tenant households) 2006 HUD Extremely Very Lower Median Moderate Income Cateaorv Low Low Income Income Income No. of Households 49 14 8 1 0 SENIOR / HANDICAPPED HOUSEHOLDS There are seven (7) households that reported having at least one senior person as part of their household. Thirteen (13) households reported having at least one person with disabilities including; mentally disabled, in a wheelchair, and other physical disabilities. NON-RESIDENTIAL DATA AND NEEDS ASSESSMENT There are twenty-five (25) property owners that are considered landlord businesses and may be eligible for certain business relocation benefits. They may qualify for a moving payment if they are required to move personal property from the subject properties, a site-search payment (not to exceed $2,500) for reimbursement of their time in searching for a replacement property, and up to $10,000 as reimbursement for a re-establishment payment. Prepared by California Property Specialists, Inc. 15 IV. RELOCATION RESOURCES The Agency's relocation consultants conducted on-site interviews and evaluated each potentially impacted residential dwelling and business (landlords) in the Project area, to assess the need and requirements for a replacement site. The information was the basis of an extensive resource survey conducted over a period of four weeks during January 2007. To determine the availability of replacement housing and commercial replacement sites, the following sources were utilized: . Windshield/drive-by surveys conducted in San Bernardino and surrounding communities . Classified rental listings from local newspapers and For Rent publications . Multiple-Listing Services . Internet resources . Property Management Offices The subject dwellings are very similar four-plex properties. They are grouped together as a community. Therefore the replacement housing survey looked at all types of potential replacement dwellings, apartments, condominiums, townhouses, four-plexes, duplexes and single family homes. The research encompassed dwellings for rent only. Search efforts were generally contained within a 10-mile radius of the Project area. RESIDENTIAL PROPERTY FOR RENT Replacement housing research data indicates an adequate supply of rental properties available to residential displacees. The survey identified a total of one hundred fifty-five (155) available two, three, four plus bedroom rental units located within San Bernardino or other similar localities nearby. Specific replacement housing data in and around the City of San Bernardino is summarized in Table 5 below. The information available on rental housing in the area is included as a general representation of available sites. As with any resource survey, results reflect conditions at a given point in time, and mayor may not be available at the time of displacement. Prepared by California Property Specialisls. Inc. 16 TABLE 5: Available Replacement Rental Housing and Costs (71 Respondents) Two Bedroom Three Bedroom Four + Bedroom Dwellinlls Dwellin~s Dwellinlls No. Dwellings 491 (84) 161 (44) 61 (27) Need/Available Rental Range $700 - $1,400 $950 - $2,100 $1,225 - $2,600 (Monthly Basis) Average Rent $1,025 $1,580 $1,875 (Monthly Basis) Considering the availability of replacement housing resources gathered over a two week period, it appears that there are adequate replacement resources available to displaced residential occupants. While adequate replacement sites are available, based on survey results, current rents paid by displaced occupants will likely increase. Rent increases will be met through the Agency's obligation under the relocation program, including Last Resort Housing requirements. (See Exhibit G.) The Agency will assist each household in relocating into comparable replacement housing. In accordance with State and Federal Guidelines, any replacement housing approved by the Agency must meet decent, safe and sanitary housing requirements. In order to meet these standards, a replacement site must contain the following criteria: . Be structurally sound; weather tight and in good repair. . Contain a safe electrical wiring system adequate for lighting and other devices. . Contain a safe heating system capable of sustaining a reasonable temperature. . Be adequate in size with respect to the number of rooms and area of living space needed to accommodate the displaced household. . Contain unobstructed egress to safe, open safe at ground level. If the dwelling unit is on the second story or above, with access directly from or through a common corridor, the common corridor must have at least two means of egress. . For a person who is not mobile or impaired, be free of barriers which would restrict reasonable ingress, egress, or use of the dwelling. COMPETING PROJECTS The City of San Bernardino was contacted regarding any other projects within the City that would impact the available inventory for replacement sites including the Development Services Department. Although there are several small projects within Prepared by California Property Speciali.~ts. Inc. 17 the community it has been determined that they will not impact the replacement needs of the potential project displacements because they are mostly commercial displacements.. Thus, no adverse impact is anticipated with the proposed Arden Guthrie Project. SUMMARY Comparing the available replacement resources to the project displacement needs, it appears that there are adequate replacement sites available for all residential occupants. Therefore, the relocation assistance needs for the Arden Guthrie Project will not require any special consideration, other than Last Resort Housing for residential occupants. ALTERNATE HOUSING PROGRAMS Section 8 housing vouchers are granted by the County of San Bernardino Housing Authority when available to qualified low and moderate income families, seniors and disabled persons to secure suitable and affordable housing. The Agency does not have its own housing authority among its various departments, but its residents fall under the jurisdiction of the housing authority. Currently the county housing authority has exhausted its vouchers, and the program's waiting list has been on hold since June 1, 2004, and until further notice. Nonetheless, one of the functions of the relocation program is to provide qualified displaced households rental assistance for the incurred increase rent for a period of forty-two (42) or sixty (60) months depending on the household's financial means, number of occupants and available replacement properties. Therefore, the scope of assistance provided by the relocation program through the Agency should meet the displacement needs. TEMPORARY HOUSING NEEDS The Agency does not foresee a need for temporary housing as a result of Project acquisitions or relocation requirements. However, should such a need arise, the Agency will respond appropriately and in conformance with applicable laws, regulations, and guidelines. Prepared by California Property Specialists, Inc. 18 V. RELOCATION ASSISTANCE PROGRAM The Agency will be providing a comprehensive Relocation Assistance Program to all families and businesses (landlords) displaced by Arden-Guthrie Project within the IVDA Redevelopment Area. The Agency's Relocation Program is designed to minimize hardship and be responsive to unique project circumstances. Services will be provided in such a manner to ensure that consistent and equal treatment of displacees, without regard to race, nationality, color, religion, national origin, sex, marital status, family status or disability. California Property Specialists, Inc, ("CPSI"), has been retained by the Agency to implement the Relocation Program. Bi-lingual (English/Spanish) relocation representatives will be available to assist all displaced households. CPSI staff can be contacted by calling the phone numbers listed below, from 8:00 a.m. to 5:00 p.m. Monday through Friday at: Mrs. Georgia Marquis California Property Specialists, Inc. 124 E. "F" Street, Suite 14 . Ontario, CA 91764 Office: 909-986-1814 Fax: 909-986-1045 Email: Gmarquis@cpsi-row.com The Agency's comprehensive Relocation Assistance Program consists of: advisory and financial assistance. These principal components will be implemented in accordance with the California Relocation Assistance Law ("CRAL") (Government Code 7260), the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended ("URA") and the Title 24 Code of Federal Regulations ("CFR"), Chapter 7, Section 104 (d). ADVISORY SERVICES Individuals moving from existing homes or business (landlords) sites, as a result of the Agency's Project will receive advisory assistance, including the following: . Information about the relocation program. . Help with the process of locating replacement housing. . Assistance with the necessary claims process. Prepared by California Property Specialists, Inc. 19 . Information and/or coordination assistance with outside service providers. To follow through on a comprehensive advisory assistance program and assure that the Agency meets its obligations under the law, relocation staff/consultant will perform the following functions: 1. A General Information Notice ("GIN") will be sent to all occupants who will be displaced. (See Exhibit E & F) 2. Provide a written informational brochure explaining the Agency's relocation program. (See Exhibit G and H) 3. Determine of needs of each residential and business (landlords) displacee, eligible for relocation assistance. 4. Provide displacees with referrals to comparable replacement properties with a reasonable time prior to displacement. 5. If necessary, provide transportation for displacees to inspect replacement sites. 6. Provide reasonable services necessary to successfully relocate residential and businesses (landlords) being displaced by the Project. 7. Assure that no occupant is required to move without a formal written "gO-day Notice to Vacate" the premises letter. 8. Establish and maintain a formal grievance or appeals procedure for use by displacees regarding any Agency decision regarding relocation assistance. Prepared by California Property Specialists, Inc. 20 RELOCATION BENEFITS TO RESIDENTIAL OCCUPANTS The Relocation Benefit Program will help eligible occupants by paying reasonable costs and expenses to relocate to a replacement site in accordance with applicable relocation guidelines. These costs are limited to those necessary for the rental or purchase of a comparable replacement property and the moving costs of personal property. In the course of personal interviews and follow-up visits. each displacee will be counseled as to available options and the consequences of any choice with respect to financial assistance. Moving costs and relocation benefits will be paid to eligible displacees upon submission of required claim forms and documentation in accordance with the CRAL. URA, CFR and the Agency's administrative procedures ("Regulations"). These may include: MOVING EXPENSE PAYMENTS Any eligible displaced person who lawfully occupies the property being acquired, regardless of the length of occupancy, will be eligible for reimbursement of moving costs associated with property located at the displacement site. Displacees will receive either a fixed moving payment based on a room count schedule or actual cost associated with a professional move. A. Fixed Moving Payment (Room Count Schedule) The displacee, while taking the responsibility for the move, may elect to receive a fixed moving payment for a self-move based on a room count of furnished rooms in the displacement dwelling. The fixed moving payment is a one-time, allowance for a self- move that does not require back-up documentation. The current schedule for fixed moving payments is set forth in Table 6. TABLE 6: Occupants-Unfurnished Rooms Room Count Pavment 1 Room $625 2 Rooms $800 3 Rooms $1,000 4 Rooms $1,175 5 Rooms $1,425 6 Rooms $1,650 7 Rooms $1,900 8 Rooms $2,150 Each additional room $225 OccuDants-Furnished Rooms 1 Room not furnished $400 Each additional room $65 Prepared by California Property SpecioUs/so Inc. 21 B. Actual Cost (Professional Move) The displacee may elect to retain the services of a licensed professional mover, in which case the Agency will pay for the actual cost of the move within a 50-mile Project radius, based on the lower of two acceptable moving bids. After the move is complete, the displacee may pay the mover directly and seek reimbursement from the Agency or request a direct payment to the mover. RELOCATION BENEFITS TO OWNER-OCCUPANTS Sometimes, an owner-occupant displaced from their dwelling may have to pay more to purchase a comparable replacement dwelling than they received for the purchase price of their existing dwelling. The increased cost may be due to a limited number of available replacement housing in the area or the need to improve the quality of housing to meet minimal acceptable housing standards. Under this scenario, the owner- occupant will be eligible for a Replacement Housing Payment provided they have owned and occupied their property for at least 180 days prior to the first written offer by the Agency to purchase the property. The Replacement Housing Payment of up to $22,500 will be determined on the basis of three separate components: . Purchase Price Differential . Incidental Expenses (Closing Costs) . Increased Mortgage Rate Payment Differential PURCHASE PRICE DIFFERENTIAL Once the fair market value of the dwelling being acquired by the Agency is determined, an analysis of the existing housing market is made to determine the costs of a comparable replacement dwelling. The difference between the price received for the existing dwelling and the purchase price of a comparable replacement dwelling is determined to be the Purchase Price Differential. For example, if the existing owner- occupant's dwelling is valued at $400,000 and it is determined that a "comparable" replacement dwelling is available for $410,000; the maximum Purchase Price Differential payment would be $10,000. In order to receive the $10,000 Purchase Price Differential payment, the owner-occupant must purchase and occupy a decent, safe and sanitary dwelling costing at least $410,000. If the replacement dwelling costs less than $410,000, the Purchase Price Differential payment would be reduced to reflect the Prepared by California Properly Specialis/s. Inc. 22 actual difference between the cost of the dwelling being acquired by the displacee and the price paid for the dwelling by the Agency. Since all of the properties being acquired by the Agency consist of 4-unit buildings, a replacement housing payment will be based on the occupancy unit square footage. INCIDENTAL EXPENSES (CLOSING COSTS) As a part of the costs associated with the purchase of a replacement dwelling, certain expenses are generally incurred. These include, but are not limited to: inspection fee, appraisal fee, title and escrow fee, recording fee, loan processing fee, and cost for credit report. These one-time fees associated with purchasing a replacement dwelling are reimbursable to the owner by the Agency. These expenses must be typical and reasonable, based on the market and as determined by the Agency. They must also be actually incurred and documented on a Final Closing Statement supplied by the escrow or title company. Recurring costs such as real estate taxes, insurance and association dues are not eligible as reimbursable costs. INCREASED MORTGAGE RATE DIFFERENTIAL PAYMENT In some cases, an owner-occupant being displaced will find current market interest rates or program costs exceed their existing program. The Regulations provides for a payment to enable the displacee to reduce their replacement mortgage balance to the level of the existing mortgage payment and remaining term, computed using the replacement mortgage interest rate. This payment is meant to compensate homeowners for the loss of favorable financing. RELOCATION BENEFITS TO TENANT-OCCUPANTS Residential tenants who have established their residency in the displacement dwelling at least 90 days prior to the first written offer by the Agency, for the property acquisition, may be eligible to receive a Rental Assistance Payment ("RAP"), in addition to a payment for moving expenses. Payment to residential tenants are determined on the basis of their current rent, their ability to pay, household occupants, market rent of a comparable replacement dwelling and actual rent of the replacement unit plus any estimated cost increase for utilities. Except in the case of "Last Resort Housing" situations and, pursuant to the Regulations, any Rental Assistance Payment is limited to a maximum of $5,250. Prepared by California Properly Specialists. Inc. 23 RELOCATION ASSISTANCE UNDER SECTION 104(d) Under section 104(d) each "displaced person' is entitled to choose either assistance at URA levels or the following assistance: . Advisory services, . Payment for moving and related expenses. The displaced person may choose either: 1. A payment for actual reasonable moving and related expenses. 2. A moving expense and dislocation allowance based on a schedule. (see table 6) The reasonable and necessary cost of any security deposit required rent the replacement dwelling unit, and any credit checks required to rent or purchase the replacement dwelling unit. Interim living costs. The person shall be reimbursed for actual reasonable out-of- pocket costs incurred in connection with temporary relocation, including moving expenses and increased housing costs, if: . The person must relocated temporarily because continued occupancy of the dwelling unit constitutes a substantial danger to the health or safety of the person or the public, or . The person is displaced from a "low/moderate-income dwelling unit," none of the comparable replacement dwelling units to which the person has been referred qualifies as a low/moderate-income dwelling unit and a suitable low/moderate- income dwelling unit is scheduled to become available in accordance with 24 CFR 570.496( c )(1) or 570.606( c )(1). Note: A comparable replacement dwelling unit may have a market rent that exceeds the Fair Market Rent under the Section 8 Existing Housing Program (Le.. it is made affordable to the person through rental assistance payments). If so, the unit does not meet the definition of a "low/moderate-income dwelling unit." Replacement housing assistance under section 104(d), the displaced person is eligible to receive one of the following: . Rental Assistance: Each person must be offered rental assistance equal to 60 times the amount obtained by subtracting the Total Tenant Payment from the lesser of: Prepared by California Property Specialists, Inc. 24 I. The monthly Rent and estimated average monthly cost of utilities for a comparable replacement dwelling; or II. The monthly rent and estimated average monthly costs of utilities for the decent, safe and sanitary replacement dwelling to which the person relocates. . All or a portion of this rental assistance may be offered (if it is available in accordance with the Public Housing Authority HUD-approved tenant selection preferences) through a certificate or housing voucher for rental assistance provided through the Public Housing Agency (PHA) under Section 8 of the United States Housing Act of 1937, as amended. Generally, a Section 8 housing voucher may be issued only to a very low-income person. . Purchase Assistance I. If the displaced person purchases and interest in a housing cooperative or mutual housing association and occupies a decent, safe and sanitary dwelling in the cooperative or association, the person may elect to receive a lump sum payment. This lump sum payment shall be equal to the capitalized value of 60 monthly installments of the amount that is obtained by subtracting the "Total Tenant Payment," from the monthly rent and estimated average monthly cost of utilities for a comparable replacement dwelling unit. II. To compute the capitalized value, the installments shall be discounted at the rate of interest paid on passbook savings deposits by a federally insured bank or savings and loan institution conducting business in the jurisdiction. III. To the extent necessary to minimized hardship to the person, the Agency shall subject to appropriate safeguards, issue a payment in advance of the purchase of the interest in the housing cooperative or mutual housing association. . Total Tenant Payment. The Total Tenant Payment is the highest of: I. 30 percent % of the persons' monthly adjusted income II. 10 percent % of the person's monthly gross income III. The designated allowance for. renUutility costs, if the person is Prepared by California Properly Specialists. Inc. 25 receiving welfare assistance form a public agency and a part of such assistance, adjusted in accordance with the person's actual housing costs, is the specifically designated by the public agency to meet the person's rent and utility costs. Sample Calculation of Rental Assistance Payment Select Lesser Of: 1. Old Rent 1$750 I Old Rent plus utilities OR 2. Abilitv to Pav $650 I 30% of cross household income $650 I Yields Base Rent Subtract Base Rent From The Lesser Of: 4. Comparable Rent 1$800 I Replacement site plus utilities OR 5. Actual Rent Paid $750 Actual new rent plus utilities $750 Yields New Rent Factor Rental Assistance Payment 6. Monthlv Need $100 Rent Factor minus Base Rent Payment $4,200 Monthly Need multiplied by 42 months Alternate Payment $6,000 If Displacee qualifies under 104(d) x 60 months Tenants may choose and are encouraged by the Agency to use this payment towards a down payment allowance when electing to purchase a replacement home. This applicable rental differential payment may be applied towards the purchase of a replacement dwelling and nonrecurring closing costs. Tenants who qualify for 60 months of assistance and who decide to purchase rather than rent will be reduced to the URA standard of 42 months of assistance, which can be applied towards the purchase of a replacement dwelling. LAST RESORT HOUSING The Regulations contain policies and procedures for implementing a Last Resort Housing Program. This program is authorized by statute if affordable replacement housing cannot be found within the basic statutory relocation amount of $5,250 for tenants and $22,500 for owner occupants. Based on the results of our survey, a majority of the households in the Project area will qualify for Last Resort Housing. The following is the recommended course of action for the Project displacees and a summary of their entitlements for replacement housing: Prepared by California Properly Specialis/s. Inc. 26 o Provide additional rent supplements above the statutory amount of $5,250, with payments being made toward the rent differential or down payment to purchase a replacement site. o If required, provide 180-day owner-occupants with additional funds above the maximum $22,500 to purchase a comparable dwelling. o Assistance beyond the 42 months to 60 months if household qualifies under the 104(d) program. RELOCATION BENEFITS TO NON-OCCUPANT/OFF-SITE OWNERS (BUSINESS) There are twenty-five (25) non-occupant owners of investment property potentially affected by the Project's proposed acquisitions. These owners lease their space within the Project boundaries to residents occupying the area. The Agency considers these owners business displacements, and thus may be eligible to receive a payment for moving personal property, site searching costs as follows: o Site search cost not to exceed $2,500 o Reestablishment expenses not to exceed $10,000 Prepared by California Property Specialists. Inc. 27 VI. ADMINISTRATIVE PROVISIONS PROJECTED DATES OF DISPLACEMENT No displacee will be required to vacate without a minimum of a gO-day written notice. However, an occupant in the Project area may choose to vacate prior to the issuance of a "gO-Day Notice to Vacate" once they receive their Notice of Eligibility and are assured that they will receive relocation assistance. The Agency anticipates that Notices to Vacate will be issued in March 2007. ESTIMATED RELOCATION COSTS The estimated relocation budget is based on the data obtained through occupant interviews, current Project scope, available replacement sites, estimated relocation costs, including last resort housing, and the experience and judgment of CPSI staff. The estimated relocation budget does not include any payment for property acquisitions, or professional fees necessary to implement the Relocation Assistance Program. THE ESTIMATED RELOCATION COSTS FOR THE PROJECT IS: ESTIMATED TOTAL $2,000,000.00 The Agency pledges to appropriate, on a timely basis, the funds necessary to ensure the successful completion of the Project, including funds necessary for Last Resort Housing, as indicated in Section V., Part B of the Relocation Plan. NOTICES Any official notice that the Agency is required to provide a Project occupant shall be personally delivered or sent by certified or registered first-class mail, return receipt requested. Notices will be written in understandable language, and persons unable to read or understand any notice will be provided translation and counseling. Each notice will indicate the name, address and telephone number of a person who may be contacted for answers to questions or other additional assistance. Prepared by California Property Specialists, Inc. 28 These are the four principal notices: 1. General Information Notice (See Exhibit E and F) 2. Relocation Brochure (See Exhibit G and H) 3. Notice of Relocation Eligibility 4. gO-Day Notice To Vacate The General Information Notice and Relocation Brochure is intended to provide potential displacees with a description of the Agency's relocation program, eligibility criteria, information regarding potential financial assistance, and appeal rights. The Notice of Relocation Eligibility will contain a determination of eligibility for relocation assistance and a description or itemization of potential entitlement benefits. No lawful occupant, affected by this Project, will be required to move without having received at least gO days advance written notice of the earliest date by which the move will be necessary. The gO-Day Notice will either state a specific date or state that the occupant will receive a further notice indicating at least 60 days in advance, the specific date required to move. A gO-Day Notice will not be issued to any residential displacee without first being given information regarding an available replacement dwelling. LANGUAGE ASSISTANCE (ASISTENCIA DE LENGUAJE) Language assistance will be available for occupants who do not understand or speak English. (Asistencia de lenguaje se hara disponible para personas que no hablen ingles). RELOCATION APPEAL PROCESS A person, who disagrees with a determination as to the eligibility of benefits, a payment amount, failure to provide comparable replacement site referrals, or the Agency's property management practices, may file a request for a review and/or appeal in accordance with The Redevelopment Agency of The City of San Bernardino Grievance Procedures. Refer to Exhibit J (English) & K (Spanish) for written policy and procedures. Prepared by California Properly Specialis/s. Inc. 29 EVICTION POLICY The Agency recognizes that eviction is advisable only as a last resort. Eviction will only take place in cases of illegal occupancy, nonpayment of rent, serious violation of the rental agreement, a dangerous or illegal act in the unit, or if the occupants refuse all reasonable offers to alternate accommodations. In all cases, relocation records must be documented to reflect the specific circumstances surrounding the eviction. The Agency also pledges that an eviction will not be undertaken for the purposes of evading their obligations to make available payments under their Relocation Assistance Program or other assistance to which a person may otherwise be entitled. Prepared by California Property Specialisls, Inc. 30 EXHIBIT A PROJECT SITE PHOTOS " ~ ~.' '..:",./~--:-~ , . -;.:.':;~-,.>'~;. \8J!, ' ''''''',' .l--....,I~ "'" ., B -. . '" ~~--. ..-...,...:-~.. r~ - ~~ - I' ~'T"" " - -. - Prepared by California Property Specialists, Inc. 31 PROJECT SITE PHOTOS Page 2 L~_ - .." ~.u...__.-... . . -~ .",:,~. - - -- ..i' 1,"'!. 'l!'''i,. L- .... Prepared by California Property Specialists, Inc. 32 EXHIBIT B RESIDENTIAL RELOCATION INTERVIEW FORM Tenant Owner-Occupant Name of Occupant: Date Case # Project Name Project Number Site Address: Phone Number: Home: Other: Work: Property Owner Name Property Owner Phone Home Work Is this the primary residence of occupant? Date of Original Occupancy: Lease Ends: Type of Dwelling Unit: Number of Units on Lot: Approximate Lot Size: Dwellin1! Rooms/Facilities Bedrooms Dining Room Familv Room Utilitv Room Living Room Bath Den Storage Kitchen Garage Parking Other Description of Other: Total # of Rooms Not includinl! bathrooms Appliances/Other Items in Dwelling: (list items) Tenant: Owner: Associates Rental Costs: Monthly Rent: Deposit Amount: Is Rent Subsidized: Subsidized By Whom: Subsidized Amount: Prepared by California Property Specialists. Inc. 33 Utilities: Natura) Gas: $ Elcctric: $ Water: $ Sewer: $ Household Occupants: Othcr: $ Work or Attending Distance to Name Rclationship Sex A", School Occnnation Work/School How many people regularly live at this location? Does anyone have a physical or mental handicap? Any special needs ror ramily or members? Ethnic Group and Language spoken? Hcad of Houschold or Contact Pcrson? Primary mode or transportation? Prepared by California Property Specialisls. Inc. 34 Additional Comments Reu;ardine Accommodations, Movin2, Job, Daycare, Senior-care, etc. How many and what types of vehicles are owned by your family? List all sources of household income. (Employment, Pensions, Welfare, Family Subsidy, Social Security, AFDC, Unemployment, etc.) What is your household gross monthly income? (before taxes) Will the entire household move as a unit? Do you prefer to rent or own your replacement unit? What type of dwelling would you prefer to move to? (House, Apartment, Retirement Home, etc.) Why did you originally move to this area? What area would you prefer to move to? Do you need to stay close to any other facility? (/lospital, Employment, Market, etc.) How many pets do you have in lhe household? And what type of pets do you have? Is there a business located in your home? If so does it contribute materially to your household income? Prepared by California Property Specialisls. Inc. 35 Is there a mortgage on the home? 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" ;0 ...i!! ~~ " " o ~ 0 08 g m N N o l() It) 1(1) l() 8 ~ It) 1(1) e6e;;~e-O~e ~ ooo_oooooop N ONoN;::~8N~; 8 ,. lIJa::g ",0", 0"'", ~~g -(jN ~ ~ 3; 3;...J...J .9$.9i'i' ~ .9 ~ ~ ~ > > ~ ~ UJ UJ ~ ~ , ~ ~ ~ 0; 0; .3 ~ ~ " " UJ UJ ~ ~ ~ 3;...J...J ...J .9 i'i'i' $ '" E E . 0 ~ ~ e ai ...J > " ~ " UJUJUJ ~ ~ 00 N N 00 It) It) to 0 eeN!2ON 0; ~ g 15 1l 8 MC""lNmON 00 0 ~ 08l!ll!ll!ll!l~~~g8~~ ~i;;;~i;;;o;15Q~~~g ~~~;::~~8;;~c;g~ Q ~ gg 0> _ o \H! ~ ~ o ~~n~~ i'i'.9.9i'i' ~ n'n ~ " ,,> > " " w w w w ~ i' $ E 0 ~ -' ~~~~~~~~~~~~~~~ i'i'.9i'~-t~i'i'-ti'i'i'.9i' E E ~ E ~ E ~ E E E ~ E E '" E ~ ~ > ~ " ~ " ~ ~ ~ " ~ ~ ~ ~ ww UJWWWWWWWWW w ~ o ...J ~ c: ~...J .!!! ~ '" Ol e ~ ~ " '" 0'> '" ~ .:; ,; ,~ ... .~ ~ E' ~ 0.. ~ 'e ~ a .s "'E ~ e- o: EXHIBIT E GENERAL INFORMATION NOTICE - ENGLISH Prepared by California Property Specialists, Inc. 40 CPSI CALlFORNtA PROPERTY SPECIALISTS INC. December 9, 2006 Dear Arden Guthrie Occupant; The Redevelopment Agency of the City of San Bernardino ("Agency") is interested in possibly acquiring the property you occupy in the Arden Guthrie Project ("Project"). The Agency has retained the services of California Property Specialists, Inc. ("CPSI"), to prepare a Relocation Plan ("Plan") in accordance with Section 6038 of the State Relocation Guidelines (California Code of Regulations, Title 25, Chapter 6 et seq.) which will address the circumstances and needs of individuals potentially affected in the Project area. In order to prepare the Plan, CPSI will need to conduct individual interviews with Project area residents. The interviews will be conducted in person by CPSI personnel and will begin on December 9, 2006. If the AEencv aCQuires the DrODerty and vou are disDlaced for the Droiect, you may be eligible for relocation assistance. HOWEVER, DO NOT MOVE NOW. THIS IS NOT A NOTICE TO VACATE THE PREMISES. If you are a legal occupant of the unit, vou should continue to Dav vour month Iv rent to vour landlord because failure to pay rent may be cause for eviction. You are also urged not to move or sign any agreement to purchase or lease a replacement unit before receiving formal notice of your eligibility for relocation assistance. If you have any questions, please contact Abigail (Abby) Castaneda of California Property Specialists, Inc. at (909) 986-18 I 4. Again, this is not a notice to vacate and does not establish eligibility for relocation paymeDts or other relocation assistance. If the Agency decides not to purchase the property and/or move forward with the project, you will be notified in writing. Sincerely, Georgia Marquis California Property Specialists, Inc. I Owner-Oeeunanl: I I TenanlOeeunied: Name: I Address: I Received bv: Dale: 124 EAST 'F' STREET.. SUITE 14. ONTARIO. CAliFORNIA. 91764 OfflCE909-91l6-1814. FAX 909-986-1045. WWW.CPSI-ROW.NET Prepared by California Property SpecioUs/so Inc. 41 EXHIBIT F GENERAL INFORMATION NOTICE - SPANISH Prepared by California Property SpecioUs/so Inc. 42 CPSI CALIFORNIA PROPERTY SPECIALISTS INC. 9 de dieiembre, 2006 Estimado(a) Oeupante de Arden Guthrie: La Agencia de Desarrollo de la Ciudad de San Bernardino ("Agencia") esta interesado en posiblemenle adquirir la propiedad que usted actual mente oeupa ubieada en el Proyeeto de Arden Guthrie ("Proyeeto") La Agencia ha retenido los servlelOs de California Property Specialists, Inc. (CPSI), para preparar un Plan de reubieaeion ("Plan") en aeuerdo con las leyes estatales de reubieaeion Seeeion 6038 (Codigo de Regulaeiones de California, Titulo 25, Capitulo 6, et seq.) donde se explieara las eireunstaneias y las neeesidades de individuales que posiblemente scan afeetados en el area del Proyeeto. En orden de preparar el Plan, CPSI neeesita entrevistar individual mente a los oeupantes del Proyecto. Los representantes de CPSI conducinin las entrevistas persona y comenzaran el 9 de diciembre, 2006. Si la Agencia adquiere la propiedad y usted es desplazado por el Proyecto, usted puede ser elegible para asistencia de reubieacion. SIN EMBARGO, NO SE MUDE AHaRA. ESTE NO ES UN A VISa PARA DESOCUP AR SU VIVIENDA. Si usted es un inquilino, usted debe de sel!uir oal!ando su renta mensual al dueilo de la orooiedad porque si falla de pagar su renta puede ser causa para ser desaguado. Le urgimos que no se mude o entre alquile otra vivienda de reemplazo sin haber recibido un aviso formal que indica su elegibilidad de reubicaci6n. Si usted tiene alguna pregunta, por favor comuniquese con Abigail (Abby) Castaneda de California Property Specialists, Inc., al (909) 986-1814. Dc nuevo, este no es un aviso para desocupar su vivienda y no establece elegibilidad para recibir beneficios de reubicaei6n. Si la Agencia decide no seguir adelante con el Proyecto, se Ie inforrnara por escrito. Sinceramente, Georgia Marquis California Property Specialists, Inc Prepared by California Property Specialists. Inc. 43 EXHIBIT G RELOCATION BROCHURE- ENGLISH Prepared by California Property SpecioUs/so Inc. 44 RELOCATION ASSISTANCE TO TENANTS DISPLACED FROM THEIR HOMES Introduction This booklet describes the relocation payments and other relocation assistance provided under the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (URA) to tenants displaced from their homes. This includes any family or individual that must move as a direct result of rehabilitation, demolition or acquisition for a project in which Federal funds are used. If you are notified that you will be displaced, it is important that you do not move before you learn what you must do to receive the relocation payments and other assistance to which you may be entitled. This booklet may not answer all of your questions. The Redevelopment Agency of the City of San Bernardino ("Agency") has retained the services of California Property Specialists, Inc., to assist you with the relocation program. The can be reached at: Mrs. Georgia Marquis California Property Specialists, Inc 124 E. F Street, Suite 14 Ontario, CA 91764 Office: (909) 986-1814 Fax: (909) 986-1045 Email: gmarquis@cpsi-row.com Summarv of Relocation Assistance As an eligible tenant displaced from your home, you will be offered the following advisory and financial assistance: . Advisory Services. This includes referrals to comparable and suitable replacement homes, the inspection of replacement housing to ensure that it meets established standards, help in preparing claim forms for relocation payments and other assistance to minimize the impact of the move. . Payment for Moving Expenses. You may choose either a: . Payment for Your Actual Reasonable Moving and Related Expenses, or . Fixed Moving Expense and Dislocation Allowance . Replacement Housing Assistance. To enable you to rent, or if you prefer, buy a comparable or suitable replacement home, you may choose either: . Rental Assistance, or . Purchase Assistance. Prepared by California Property SpecioUs/so Inc. 45 General Questions How Willi Know I Am Eligible For Relocation Assistance? You should receive a written notice explaining your eligibility for relocation assistance. You should not move before receiving that notice. If you do, you may not receive relocation assistance. How Will The Agency Know How Much Help I Need? You will be contacted at an early date and personally interviewed by a representative of the Agency to determine your relocation needs and preferences for replacement housing and advisory services. The representative will ask certain questions about you and other members of your household, including questions about your income. It is to your advantage to provide the information so that the Agency can assist you in moving with a minimum of hardship. The information you give will be kept in confidence. How Soon Willi Have To Move? If possible, a mutually agreeable date for the move will be worked out. You will be given enough time to make plans for moving. Unless there is a health or safety emergency, you will not be required to move without at least 90 days advance written notice of (1) at least one "comparable replacement home" that is available to you and (2) the earliest date by which you must move. What Is A Comparable Replacement Home? A comparable replacement home is: . Decent, safe, and sanitary. . Functionally equivalent to your present home. . Actually available for you to rent. . Affordable. . Reasonably accessible to your place of employment. . Generally as well located with respect to public and commercial facilities, such as schools and shopping, as your present home. . Not subject to unreasonable adverse environmental conditions. . Available to all persons regardless of race, color, religion, sex, or national origin. What is Decent, Safe, and Sanitary Housing? Decent, safe, and sanitary housing is housing that: . Meets applicable housing and occupancy requirements. . Is structurally sound, weathertight, and in good repair. . Contains a safe, adequate electrical wiring system. . Has adequate living space for the occupants. Prepared by California Property Specialists, Inc. 46 . Has a kitchen with a sink, hot and cold running water, and connections for a stove and refrigerator (if you were displaced from a housekeeping unit). . Has a separate, complete bathroom with hot and cold running water. . Has heating as required by climatic conditions. . Has an unobstructed exit to safe, open space at ground level. . Meets standards protecting occupants from lead-based paint hazards. . If you are person with a physical disability, is free of any barriers which would preclude your reasonable use of the unit. Will The Agency Help Me Find A Replacement Home? Yes. You will be provided with referrals to housing that has been inspected to ensure that it meets established standards. If possible, you will be referred to at least three comparable replacement homes. The maximum financial assistance for which you may qualify will be based on the cost of the most representative comparable replacement home that is available to you. Promptly after you become eligible for relocation assistance, the Agency's representative will inform you of such unit and the maximum payment available. Once the Agency's representative has a clear understanding of your needs and preferences, he or she will work with you to assure that you are given the best possible choice of housing. The Agency's representative will offer you appropriate transportation to inspect these units, if necessary. What If I Find My Own Replacement Housing? You have every right to find your own replacement housing. However, before you rent or buy, ask your representative to inspect the unit to make sure that it is decent, safe, and sanitary. If the housing unit is not decent, safe, and sanitary, you will not receive a replacement housing payment. What If I Encounter A Problem In Obtaining Housing Of My Choice? If you encounter a problem in buying or renting housing of your choice, notify the Agency's representative immediately. The Agency's representative will look into the matter and try to resolve it. You will receive this help whether you were referred to the housing unit or found it yourself. What Other Services Willi Receive? In addition to help in obtaining a comparable replacement home, other assistance, as necessary, will be provided in order to minimize the impact of your move. This assistance may include referral to appropriate public and private agencies that provide services concerning housing financing, employment, health, welfare, or legal assistance. The range of services depends on the needs of the person being displaced. You should ask the Agency's representative to tell you about the specific services that will be available to help you and your family. Prepared by California Property Specialists. Inc. 47 What Is a Payment For Actual Reasonable Moving and Related Expenses? You may choose to receive a relocation payment to cover the reasonable cost of your move. If you choose a Payment for Actual Reasonable Moving and Related Expenses, you may include in your claim the reasonable and necessary costs for: . Transportation for you and your family. . Packing, moving and unpacking your household goods. . Disconnecting and reconnecting household appliances and other personal property (e.g., telephone and cable TV). . Storage of household goods, as may be necessary. . Insurance for the replacement value of your property during the move and necessary storage (if necessary). The Agency's representative will explain all eligible moving costs, as well as those which are not eligible. You must be able to account for any costs that you incur, so keep all your receipts. Select your mover with care. The Agency's representative can help you select a reliable and reputable mover. You may elect to pay your moving costs yourself and be repaid by the Agency or, if you prefer, you may have the Agency pay the mover. In either case, let the Agency's representative know before you move. What Is A Fixed Moving Expense And Dislocation Allowance? If you choose a Fixed Moving Expense and Dislocation Allowance, you will receive an allowance which is based on the number of rooms in your home or the number of rooms of furniture you will be moving, as shown on a schedule. The Agency's representative has a copy of the schedule and will help you decide whether choosing this allowance is in your best interest. If you do not have a large amount of personal property to move, this payment should be more advantageous. No special documentation is required to support your claim. You need only move your personal property and complete the appropriate claim form in order to receive your payment. How Much Rental Assistance Willi Receive? You may be eligible to receive Rental Assistance for a 42-month period. The assistance is computed in the following manner: The assistance needed for one month is determined by subtracting the "base monthly rent" for your present home from the cost of rent and utilities for your new home (or a comparable replacement home, if that cost is lower). That monthly need, if any, is multiplied by 42, to determine the total amount that you will receive. This amount will be paid directly to you. The Agency must provide the assistance in monthly installments or other periodic payments. Generally, the base monthly rent for your present home is the Prepared by California Property Specialists, Inc. 48 lesser of: (1) the monthly rent and average monthly cost for utilities, or (2) thirty (30) percent of your average monthly gross household income, if you are low-income based on HUD income limits. To qualify for rental assistance, you must rent and occupy a decent, safe, and sanitary home within one year after the date you move. However, the Agency will extend this period for good cause. If I Decide to Buy, Rather Than Rent, How Much Assistance Willi Receive? If you buy a replacement home, you may be eligible for assistance to make a down payment equal to the amount you would receive if you rented a comparable replacement home. A down payment assistance payment will be paid in a lump sum. Must I File A Claim To Obtain A Relocation Payment? Yes. You must file a claim for each relocation payment. The Agency will, however, provide you with the required claim form, help you to complete it, and explain the type of documentation, if any, that you must submit in order to receive the payment. If you must pay any relocation expenses before you move (e.g., a security deposit when you sign a lease for your new home), discuss your financial needs with the Agency's representative. While refundable deposits are not covered, you may be able to obtain an advance payment to meet these costs. An advance payment may be placed in "escrow" or paid directly to a contractor to ensure that the move will be completed on a timely basis. You must file your claim within 18 months after the date you move. However, it is to your advantage to file as soon as possible after you move. The sooner you submit your claim, the sooner it can be processed and paid. If you are unable to file your claim within 18 months, ask the Agency to extend this period. Be careful not to confuse this 18-month period with the 12-month period within which you must rent (or buy) and occupy a replacement dwelling in order to be eligible for a replacement housing payment. You will be paid promptly after you file an acceptable claim. If there is any question regarding your right to a relocation payment or the amount of the payment, you will be notified, in writing, of the problem and the action you may take to resolve the matter. Willi Have To Pay Rent To The Agency Before I Move? If the Agency acquires the property in which you live, you may be required to pay a fair rent to the Agency for the period between the acquisition of the property and the date that you move. Such rent will not exceed the market rent for comparable properties in the area. Prepared by California Property SpecioUs/so Inc. 49 Do I Have To Pay Federal Income Taxes On My Relocation Payments? No. Section 216 of the URA states that you do not need to report relocation payments as part of your gross income for Federal tax purposes. For information on State or local income taxes, you should check with the State or local income tax office in your area or with your personal tax advisor. What If I Don't Receive The Required Assistance? Can J Appeal? If you disagree with the Agency's decision as to your right to relocation assistance or the amount of a payment, or the adequacy of the housing to which you have been referred, you may appeal the decision to the Agency. The Agency's representative will inform you of its appeal procedures. At a minimum, you will have 60 days to file your appeal with the Agency after you receive written notification of the Agency's determination on your claim. Your appeal must be in writing. However, if you need help, the Agency's representative will assist you in preparing your appeal. I Have More Questions. Who Will Answer Them? If you have further questions after reading this booklet, contact the Agency's representative to discuss your concerns. Prepared by California Property Specialists, Inc. 50 EXHIBIT H RELOCATION BROCHURE- SPANISH Prepared by CalifiJrnia Property SpecioUs/so Inc. 51 I ASISTENCIA DE REUBICACION A IN QUill NOS DESPLAZADOS DE SUS HOGARES Introduccion Esle follelo describe aspeclos importanles de la Ley de Polilica Uniforme de Asislencia para la Reubicaci6n y Adquisici6n de Propiedades Inmuebles de 1970 y sus reformas (URA, siglas en ingles) a los inquilinos desplazados de sus hogares. Eslo incluye a cualquier familia 0 individuo que debe mudarse como resultado direclo de la restauraci6n, demolici6n 0 adquisici6n para un proyeclo en el cual se utilizan fondos federales. Si a usted se Ie notifica que sera reubicado, es importante que no se mude antes de que entienda 10 que debe hacer para recibir los pagos de reubicaci6n y otra asistencia a la que tiene derecho. Es posible que este folleto no conleste lodas las preguntas que usted pueda tener. Si tiene mas preguntas acerca de su reubicaci6n, p6ngase en contacto con los representanles de la Agencia de Desarrollo de la Ciudad de San Bernardino ("Agencia"). La Agencia ha retenido los servicios de California Property Specialists, Inc., para ayudarles con el programa de reubicaci6n. Se puede comunicar con ellos al: California Property Specialists, Inc 124 E. F Street, Suite 14 Ontario, CA 91764 (909) 986-1814 Resumen de la Asistencia para la Reubicacion Como inquilino elegible desplazado de su hogar, a usted se Ie ofrecera la siguiente asesoramiento y asislencia financiera: . Servicios de asesoramiento. Esto incluye recomendaciones de viviendas comparables y aptas de reemplazo. la inspecci6n de la vivienda de reemplazo para asegurar que cumpla con las normas eslablecidas, ayuda preparando formularios de reclamaci6n para los pagos de reubicaci6n y otra asistencia para minimizar el impacto de la mudanza. . . Pago para Gastos de Mudanza. Usted puede escoger uno de los siguientes: . Pago real y razonable relacionado a sus Gastos de Mudanza y, 0 . Subsidio Fijo para los Gastos de Mudanza y Desplazo . Asistencia para la vivienda de reemplazo. Para permilir que usted alquile 0 si prefiere, comprar una vivienda de reemplazo que sea comparable 0 apta, usted puede escoger, bien sea: Prepared by California Property Specialists, Inc. 52 . Asistencia para alquilar, 0 . Asistencia para comprar. PreCluntas Generales ,-Como se que soy elegible para asistencia de reubicacion? Usted recibira un aviso por escrito explicando su elegibilidad para asistencia de reubicacion. No debe mudarse antes de recibir ese aviso. Si 10 hace, es posible que no reciba asistencia para la reubicacion. . ,-Como sabra la Agencia cuanta ayuda necesito? Se Ie contactara en una fecha temprana y un representante de la Agencia 10 entrevistara personalmente para determinar sus necesidades de reubicacion y preferencias en cuanto a una vivienda de reemplazo y servicios de asesoramiento. La persona que 10 entrevista Ie hara ciertas preguntas acerca de usted y otros miembros de su familia, incluidas preguntas acerca de sus ingresos. Le conviene suministrar la informacion para que la Agencia pueda ayudarle a mudarse con 10 minima en dificultades. La informacion que usted suministre se mantendra confidencial. ,-Cuando tendre que mudarme? De ser posible, se acordara una fecha mutuamente satisfactoria para la mudanza. Se Ie dara suficiente tiempo para que planifique la mudanza. A menos que haya una emergencia de salud 0 seguridad, no se Ie exigira que se mude sin un aviso por escrito con por 10 menos 90 dias de anticipacion, informandole de (1) por 10 menos una 'vivienda comparable de reemplazo" que este disponible para usted y (2) la fecha mas temprana para la cual usted debe mudarse. ,-Que es una vivienda comparable de reemplazo? Una vivienda comparable de reemplazo es: . Decente, segura y sanitaria. . Funcionalmente equivalente. . Efectivamente disponible para que usted la alquile. . AI alcance de sus medios financieros. . Razonablemente accesible a su lugar de empleo. . Proximidad semejante a con respecto alas instalaciones publicas y comerciales, tales como las escuelas y las compras, como su vivienda actual. , . No sujeta a condiciones ambientales irrazonablemente adversas. . Disponible para todas las personas sin importar la raza, el color, la religion, el sexo 0 el origen nacional. Prepared by California Property Specialists. Inc. 53 l.Que es una vivienda decente, segura y sanitaria? Una vivienda decente, segura y sanitaria es una vivienda que: . Cum pie con los requisitos aplicables de vivienda y tenencia. . Es estructuralmente s61ida, esta a prueba de la intemperie y ha side bien mantenida. . Contiene un sistema de alambrado electrico seguro y adecuado. . Tiene un espacio para vivir adecuado para 105 ocupantes. . Tiene una cocina con lavado, agua corriente caliente y fria y conexiones para una estufa y un refrigerador (si fue desplazado de una unidad de vivienda completa, con todos los artefactos). . Tiene un bane separado y completo, con agua corriente caliente y fria. . Tiene calefacci6n, segun 10 exijan las condiciones del clima. . Tiene una salida sin obstruccion a un espacio abierto y seguro al nivel del suelo. . Cum pie con las normas que protegen a 105 ocupantes de peligros por pintura con base de plomo. . Si eres una persona con alguna incapacidad fisica, sera Iibre de cualquier barrera que impediria su uso razonable de la unidad. l.Me ayudarilla Agencia a encontrar una vivienda de reemplazo? Si. Se Ie suministraran recomendaciones de viviendas que han side inspeccionadas a fin de asegurar que cumplan con las normas establecidas. De ser posible, se Ie recomendaran por 10 menos tres viviendas com parables de reemplazo. La asistencia econ6mica maxima para la cual usted pueda reunir 105 requisitos se basara en el costo de la vivienda comparable de reemplazo mas representativa que este disponible para usted. Inmediatamente despues de que usted sea elegible para la asistencia para la reubicacion, la Agencia Ie informara de tal unidad y el pago maxima disponible. Una vez que el representante de la Agencia entienda claramente sus necesidades y preferencias, el 0 ella trabajara con usted para asegurar que a usted se Ie de la mejor opci6n de vivienda posible. La Agencia Ie ofrecera transporte apropiado para que inspeccione esas unidades. l.Que pasa si encuentro mi propia vivienda de reemplazo? Usted tiene todo derecho a encontrar su propia vivienda de reemplazo. Sin embargo, antes de decidir si alquilar 0 comprar, pidale a la Agencia que inspeccione la unidad para asegurar que sea decente, segura y sanitaria. Si la unidad de vivienda no es decente, segura y sanitaria, usted no recibira ningun pago por la vivienda de reemplazo. l.Que pasa si tengo un problema obteniendo una vivienda de mi preferencia? Si tiene un problema comprando 0 alquilando una vivienda de su preferencia, notifiquele a la Agencia de inmediato. La Agencia investigara el asunto y tratara de resolverlo. Usted recibira esa ayuda sin importar si se Ie recomend6 la unidad de vivienda 0 si la encontr6 usted mismo. Prepared by California Property Specialists. Inc. 54 "Que otros servicios recibire? Ademas de ayudarte a obtener una vivienda comparable de reemplazo, se suministrara otra asistencia, segun sea necesario, a fin de minimizar el impacto de su mudanza. Esta asistencia pod ria inciuir una recomendacion alas agencias publicas y privadas apropiadas de financiamiento de viviendas, empleo, salud, bienestar 0 asistencia legal. La gama de servicios depende de las necesidades de la persona a la que se Ie esta reubicando. Se Ie recomienda que Ie pida al representante de la Agencia que Ie explique acerca de 105 servicios especificos que estaran disponibles para ayudarle a usted y a su familia. "Que es un pago real y razonable relacionado a 105 Gastos de Mudanza? Usted puede optar por recibir un pago de reubicacion para cubrir el costo razonable de su mudanza. Si usted escoge un Pago para Gastos de Mudanza y Relacionados Efectivos y Razonables, usted podra inciuir en su reclamacion 105 costas razonables y necesarios para: . Transporte para usted y su familia. . Empacar, mudar y desempacar sus bienes del hogar. . Desconectar y volver a conectar 105 electrodomesticos del hogar y otros bienes personales (por ej., el teletono y la television por cable). . Almacenamiento de 105 bienes del hogar, segun pueda ser necesario. . Seguro para el valor de reemplazo de sus bienes durante la mudanza y el almacenamiento necesario. . EI valor de reemplazo de bienes extraviados, robados 0 danados en la mudanza (pero que no sea por negligencia suya) si no esta razonablemente disponible el seguro. La Agencia explicara todos 105 costos de mudanza, tanto 105 elegibles como 105 no elegibles. Usted debe estar preparado para rendir cuentas por cualquier costo en que incurra, de manera que debe guardar todos sus recibos. Seleccione a su empresa de mudanza con cuidado. La Agencia puede ayudarte a seleccionar una empresa de mudanza confiable y de buena reputacion. Usted puede optar por pagar sus costas de mudanza usted mismo y que Ie reembolse la Agencia 0, si prefiere, puede pedirle a la Agencia que Ie pague a la empresa de mudanza. De cualquier forma, infonmele a la Agencia antes de que se mude. "Que es un Subsidio Fijo para 105 Gastos de Mudanza y la Reubicacion? Si escoge un Subsidio Fijo para 105 Gastos de Mudanza y la Reubicacion, recibira un subsidio que se basa en el numero de habitaciones en su casa 0 el numero de habitaciones de muebles que usted mudara, segun se muestra en una tabla. La Agencia tiene una copia de la tabla y Ie ayudara a decidir si optar por este subsidio es 10 que mas Ie conviene. Si no tiene una cantidad grande de bienes personales que mudar, este pago deberia Prepared by California Property Specialists. Inc. 55 ser mas ventajoso. No se requiere ninguna documentacion especial para justificar su reclamacion. Lo unico que tiene que hacer es mudar sus bienes personales y completar el formulario de reclamacion apropiado a fin de recibir su pago. l.Cuimta Asistencia de Alquiler recibire? Es posible que pueda ser elegible para recibir Asistencia de Alquiler por un periodo de 42 meses. La asistencia se calcula de la siguiente manera: La asistencia necesaria para un mes se determina restando el "alquiler mensual base" de su vivienda actual al costo del alquiler y 105 servicios publicos para su vivienda nueva (0 una vivienda comparable de reemplazo, en caso de que ese costo sea mas bajo). Esa necesidad mensual, si la hubiere, es multiplicada por 42, para determinar la cantidad total que usted recibira. Esta canlidad se Ie pagara directamente a usted. La Agencia debe proporcionar la asistencia en pagos mensuales u otros pagos periodicos. Por 10 general, el alquiler mensual base para su vivienda actual es la cantidad que resulte menor entre: (1) el alquiler mensual y el costo mensual promedio de 105 servicios publicos 0 (2) el treinta (30) par ciento de sus ingresos familiares brutos mensuales promedio, si usted es una persona de bajos recursos basado en 105 Iimites de ingresos de HUD. Para reunir 105 requisitos para la asistencia de alquiler, usted debe alquilar y ocupar una vivienda decente, segura y sanitaria dentro de un ano despues de la fecha en que se mude. Sin embargo, la Agencia extendera este periodo por buena causa. 51 decido comprar, en vez de alquilar, l.cuanta asistencia recibire? Si usted compra una vivienda de reemplazo, podra ser elegible para asistencia para hacer un pago inicial equivalente a la cantidad que usted recibiria si alquilara una vivienda comparable de reemplazo (0 sea, 42 multiplicado por la cantidad obtenida si se resta el "alquiler mensual base" para su vivienda al alquiler mensual y 105 costas de servicios publicos mensuales promedio estimados para una vivienda comparable de reemplazo). Un pago de asistencia para el pago inicial se hara en una suma global. Ejemplo: Suponiendo la informacion en 105 ejemplos previos, la asistencia de pago para el pago inicial seria de $5,880. Esa canlidad es 42 multiplicado por $140 (Ia diferencia entre el "alquiler mensual base" de su vivienda actual ($210) y el alquiler mensual y el costa de 105 servicios publicos mensuales promedio estimados para una vivienda comparable de reemplazo ($350). La. cantidad completa del pago debe aplicarse a la compra de la vivienda de reemplazo. l.Debo someter una reclamacion para obtener un pago de reubicacion? Si. Usted debe registrar una reclamacion para cada pago de reubicacion. Sin embargo, la Agencia Ie suministrara el formulario de reclamacion necesario, Ie ayudara a completarlo y Ie explicara el tipo de documentacion, si la hubiere, que usted debe remitir a fin de recibir el pago. En caso de que sea necesario pagar cualquier gasto de reubicacion antes de que se mude (por ej., un deposito de garantia cuando firma el contrato de arrendamiento para su vivienda nueva), hable con la Agencia acerca de sus necesidades economicas. Los Prepared by Califi}rnia Property Specialists. Inc. 56 depositos refundables no estan cubiertos por la URA, de todas formas es posible puede obtener un pago adelantado para cubrir estos costos. Un pago por adelantado puede colocarse en "plica" 0 pagarsele directamente a un contratista para asegurar que la mudanza se complete oportunamente. Usted debe someter su reclamacion dentro de 18 meses despues de la fecha en que se muda. Sin embargo, Ie conviene someterla tan pronto como sea po sible despues de que se mude. Cuanto mas temprano remite su reclamacion, mas temprano podra tramitarse y pagarse. Si no puede someter su reclamacion dentro de 18 meses, pidale a la Agencia que prorrogue este plazo. Tenga cuidado de no confundir este periodo de 18 meses con el periodo de 12 meses dentro del cual usted debe alquilar (0 comprar) y ocupar una vivienda de reemplazo a fin de ser elegible para un pago por vivienda de reemplazo. A usted se Ie pagara sin demora alguna despues de que registre una reclamacion aceptable. Si hay cualquier pregunta acerca de su derecho a un pago por reubicacion 0 la cantidad del pago, se Ie notificara por escritodel problema y la accion que usted puede tomar para resolver el asunto. "Tendre que pagarle renta a la Agencia antes de que me mude? Si la Agencia adquiere la propiedad en la cual usted vive, es posible que se Ie exija que pague una renta justa a la Agencia para el periodo entre la adquisicion de la propiedad y la fecha en la que usted se muda. Tal renta no excedera la renta en el mercado para propiedades comparables en el area. "Tengo que pagar impuestos federales sobre 105 ingresos con respecto a mis pagos de reubicacion? No. La Seccion 216 de la Ley de Reubicacion Uniforme dice que no es necesario que usted declare 105 pagos por reubicacion como parte de sus ingresos brutos para fines de 105 impuestos federales. Para informacion acerca de 105 impuestos sobre 105 ingresos estatales 0 locales, se recomienda que consulte con la oficina de impuestos sobre 105 ingresos estatal 0 local en su area 0 con su asesor personal en impuestos. "Que pasa si no recibo la asistencia necesaria? "Puedo apelar? Si no esta de acuerdo con la decision que toma la Agencia en cuanto a su derecho a la asistencia de reubicacion 0 la cantidad de un pago 0 en cuanto a si la vivienda que se Ie ha recomendado es adecuada, usted puede apelar la decision a la Agencia. La Agencia Ie informara acerca de sus procedimientos de apelaci6n. Como minimo, usted tendra 60 dias para someter su apelaci6n con la Agencia despues de que usted reciba notificacion por escrito de la determinaci6n de la Agencia ace rea de su reclamaci6n. Su apelacion debe hacerse por escrito. Sin embargo, si necesita ayuda, la Agencia Ie ayudara a preparar su apelacion. Si usted es una persona de bajos recursos 0 ingresos moderados y no queda satisfecho(a) con la determinacion de la Agencia sobre su apelacion, usted podra tener Prepared by California Property Specialists, Inc. 57 un derecho adicional a solicitar una revisi6n administrativa de esa decisi6n (por ej., por HUD ). Usted puede esperar una decisi6n justa con respecto a cualquier apelaci6n. Sin embargo, si no queda satisfecho(a) con la decisi6n administrativa definitiva con respecto a su apelaci6n, puede procurar que las cortes conozcan la cuesti6n. Tengo mas preguntas. l.Quien me las contestara? Si liene mas preguntas despues de haber leido este folleto, p6ngase en contacto con su representante de reubicaci6n y discuta sus preocupaciones. Prepared by California Properly Specialisb. Inc. 58 EXHIBIT I HUD INCOME LIMITS FOR 2006 SAN BERNARDINO COUNTY, CALIFORNIA Income Category Number of Persons in Household 1 2 3 4 5 6 7 8 Extremely Low $12,100 $13,800 $15,500 $17,250 $18,650 $20,000 $21 ,400 $22,750 Very Low Income $20,150 $23,000 $25,900 $28,750 $31,050 $33,350 $35,650 $37,950 Lower Income $32,200 $36,800 $41 ,400 $46,000 $49,700 $53,350 $57,050 $60,700 Median Income $40,300 $46,000 $51,800 $57,500 $62,100 $66,700 $71,300 $75,900 Moderate Income $48,300 $55,200 $62,100 $69,000 $74,500 $80,000 $85,600 $91,100 Area Median $57,500 Income Prepared by California Property Spt'c:ialists. Inc. 59 EXHIBIT J APPEAL PROCEDURES FOR DISPLACED PERSONS Redevelopment Agency of the City of San Bernardino Acquisition Program The procedures set forth below are to promote fair and equitable dealings with persons displaced as a result of the Redevelopment Agency of the City of San Bernardino ("Agency") property acquisition program. 1. The appeal process is initiated by a person who is being displaced requesting appeal/review in a letter addressed to the Agency Executive Director. The letter shall state reasons the person who is being displaced believes an error or omission has occurred, and the nature of the error or omission. The Agency acquisition/relocation consultant will assist the person who is being displaced in preparation and submittal of the Letter of Request of Appeal. The consultant will provide information and assist in composition of the letter so that the request is in a format that identifies the specific area of appeal. 2. Upon receipt of the Letter of Request of Appeal, a Reviewer, designated by the Agency will (1) review the complete relocation file of the person who is being displaced; (2) review all of the benefit calculations and supporting data; (3) review any noted or claimed extenuating circumstances associated with the relocation; and (4) review the written appeal request. The Reviewer will be the Agency Executive Director or authorized designee, other than the person who made the determination in question. The appeal hearing will occur within 30 day calendar days of the receipt of the appeal request. 3. The informal appeal review meeting will be attended by the person who is being displaced, the Reviewer and the Relocation Consultant. At this meeting the person who is being displaced will explain their appeal. The Consultant will then provide explanation and clarification of the procedures that have been followed. The Reviewer will provide explanations and clarifications of procedures that are required to be complied with under the California Relocation Assistance Law (Government Code 7260) and the California Code of Regulations, Title 25, Chapter 6, as amended. The meeting is intended to ensure that the Person who is being displaced fully understands his rights and options, and has the opportunity to demonstrate how the procedures were (1) followed incorrectly; (2) not fairly or reasonably applied; (3) explain any extenuating circurnstances and how these circumstances require a different conclusion; and (4) explain the conclusion the person who is being displaced is seeking and the reasons and justifications for this conclusion. Prepared by California Property Specialists. Inc. 60 4. A written determination regarding the results of the appeal hearing will be made within 14 days of the appeal hearing. The determination will be a recommendation of how the relocation benefits are to be applied to the specific case. A copy of this letter will be forwarded to the displacee, and a copy placed in the appropriate relocation file. Relocation benefits for the person who is being displaced will be provided according to the determination of the informal appeal hearing. 5. If not satisfied with the written response, the claimant may request review by the Executive Director. Such review must be made within fifteen (15) days. 6. A claimant may then petition review by the Relocation Appeals Board. The composition of the Relocation Appeals Board may be identified by making such requirement to the office of the Executive Director. 7. The Relocation Appeals Board shall consider every aggrieved person's complaint regardless of form, and shall, if necessary, provide assistance in preparing the written required for review. 8. If the person who is being displaced has still not obtained the satisfaction sought, the only remaining recourse is judicial review. As a part of the appeal decision letter, the applicant will (a) be notified in writing that no further administrative appeals are permitted, (b) that any judicial review shall be 'pursuant to California Code of Civil Procedures Section 1094.5" and (c) that the time frame to seek judicial review is governed by SAMC Section 1-19. (Title 25 of the California Code of Regulations at 9 6158(c)(1)(C).) Any hearings or meetings of the Appeal Procedures described above may be attended by any adviser of the person who is being displaced (legal counselor otherwise) in addition to the person who is being displaced. Prepared by California Property Specialists. Inc. 61 EXHIBIT K PRO( ~ l>l \In' f 0'"' f)f \I'U, \( 10' I' \R \ I'LR,",O' \'"' III ,'"'I'I \/, \f) \'"' Programa de Adquisicion de la Agencia de Reurbanizacion de la Ciudad de San Bernardino Los procedimientos que se establecen a continuacion son para son para promover gestiones justas y equitativas con personas desplazadas como resultado del programa de adquisicion de la Agencia de Reurbanizacion de la Ciudad de San Bernardino ("Agencia"), 1. EI proceso de apelacion es iniciado por una persona que esta siendo desplazada solicitando una revision de apelacion en una carta dirigida al Director Ejecutivo de la Agencia. La carta debera declarar las razones por las cuales la persona desplazada cree que ha ocurrido un error 0 una omision, y la naturaleza del error o la omision. La Agencia ayudara a la persona que esta siendo desplazada en la preparacion y sumision de la Carta de Solicitud de Apelacion. EI consultante proveera informacion y ayudara en la composicion de la carta de manera que la solicitud este dentro de un formato que identifique el area especifico de la apelacion. 2 AI recibir la Carta de Solicitud de Apelacion, un Inspector designado por Agencia revisara, (1) el expediente completo de reubicacion de la persona que esta siendo desplazada; (2) revisara todas los calculos de beneficios y la informacion que los apoya; (3) revisara todas las circunstancias extenuantes, anotadas 0 alegadas asociadas con la reubicacion, y (4) revisara la solicitud de apelacion escrita. EI inspector sera el Director Ejecutivo de la Agencia 0 persona designada, con la excepcion de la persona que hizo la determinazcion. La audiencia de apelacion ocurrira dentro de 30 dias de haber recibido la peticion de apelacion. 3. La persona que esta siendo desplazada, ellnspector y el Consultante de Re- Ubicacion estaran presentes en la reunion informal para revisar la apelacion. En esta reunion la persona que esta siendo deslazada explicara la apelacion, dando cualquier explicacion y c1arificacion de los procedimientos que se han seguido. EI Consultante dara explicacion y c1arificacion de los procedimientos que se hay seguido. EI Inspector dara explicaciones y c1arificaciones de los procedimientos requeridos para ser compilados bajo el Acto de Ayuda de Reubicacion Uniforme y Adquisicion de bienes Raices de 1970 (PL 91-646 como esta enmendado). La reunion tiene la intencion de asegurar que la persona que esta siendo desplazada comprenda completamente cuales son sus derechos usus opciones, y tenga la oportunidad de demostrar como los procedimientos fueron (1) seguidos incorrectamente; (2) no aplicados justa 0 razonablemente; (3) explicar cualquier circunstancia atenuante y como estas circunstancias requieren una conclusion diferente; y (4) explicar la conclusion que la persona siendo desplazada esta buscando y las razones y justificaciones para esta conclusion. Prepared by California Properly Specialists. Inc. 62 4. Una determinacion escrita con respecto a los resultados de la audiencia de la apelacion sera hecha dentro de 14 dias de la audiencia de la apelacion. La determinacion sera una recomendacion de como se aplicaran los beneficios de reubicacion en el caso especifico. La determinacion sera una recomendacion de como las ventajas de la reubicacion deben ser aplicadas al caso especifico. Una copia de esta letra sera remitida al displacee, y una copia puesta en el archivo apropiado de la reubicacion. La reubicacion beneficia para la persona se esta desplazando que sera proporcionada segun la determinacion de la audiencia informal de la apelacion. 5. EI demandante puede solicitar la reVISion del Director Ejecutivo si no esta satisfecho con la respuesta por escrito. Tal revision deber ser hecha durante el plazo de quince (15) dias. 6. EI demandante puede entonces solicitar la reVISion de la Junta Directiva de Suplicas de Reubicacion. La composicion de la Junta Directiva de Apelaciones de Reubicacion puede ser identificada pidiendo tal requisito a la oficina del Director Ejecutivo. 7. La Junta Directiva de Apelaciones de Reubicacion considerara la queja de cada persona agraviada sin importar la forma de queja, y debera, si es necesario, proporcionar ayuda en la preparacion de 10 escrito para revision. 8. Si la persona se esta desplazando que todavia no ha obtenido la satisfaccion buscada, el unico recurso es revision judicial. Como parte de la letra de la decision de la apelacion, la voluntad del aspirante (a) se notifique en la escritura que no se permite ningunas otras suplicas administrativas, (b) que cualquier revision judicial sera 'conforme al codigo de California de la seccion civil 1094.5 de los procedimientos. y (c) que el marco de tiempo para buscar la revision judicial es gobernado por la seccion 1-19 de SAMC. (Titulo 25 del codigo de California de regulaciones en el S 6158 (c) (1) (C).) Cualquier consejero de la persona que esta siendo desplazada (consejero legal 0 cualquier otro) ademas de la persona que esta siendo desplazada pueden estar presente en cualquiera de las audiencias 0 reuniones de los Procedimientos de Apelacion. Prepared by California Property SpecioUs/.... Inc. 63 EXHIBIT L PUBLIC COMMENT AND WRITTEN RESPONSE Prepared by California Property Specialists. Inc. 64