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HomeMy WebLinkAbout07.B- City Manager 7.6 RESOLUTION (ID #3486) DOC ID: 3486 CITY OF SAN BERNARDINO—REQUEST FOR COUNCIL ACTION Request for Proposal From: Allen Parker M/CC Meeting Date: 10/06/2014 Prepared by: Linda Sutherland, (909) 384- 5002 Dept: City Manager Ward(s): All Subject: Resolution of the Mayor and Common Council of the City of San Bernardino Authorizing the City Manager to Enter into Negotiations with Time for Change Foundation for Construction of the "Phoenix Village" Affordable Housing Project Using Home Investment Partnership Funds. (#3486) Current Business Registration Certificate: Not Applicable Financial Impact: There is no fiscal impact to the City's General Fund. Funding for the selected projects are provided by HUD. Motion: Adopt the Resolution. Synopsis of Previous Council Action: None Background: The U.S. Department of Housing and Urban Development (HUD) provides funding to the City of San Bernardino, under the HOME Investment Partnerships (HOME) Program, to create affordable housing opportunities for low-income households. The City identified up to two million dollars ($2,000,000) in HOME funds available for qualified projects. Consequently, the City released a Request for Proposals (RFP) seeking proposals from experienced Community Housing Development Organizations (CHDOs), and non-profit and for- profit developers to provide affordable housing opportunities that are consistent with the approved Housing Element, HUD Action Plan and the City's strategic direction to increase the quality of its housing stock. The RFP was released on May 26, 2014, with a due date of June 26, 2014. Four proposals were received by the deadline: 1. Proposer: Habit for Humanity Project Cost: $800,000 Project Description: New construction 2. Proposer: Neighborhood Housing Services of Inland Empire Updated: 10/2/2014 by Georgeann"Gigi" Hanna Packet Pg. 346 7.B 3486 Project Cost: $800,000 Project Description: Down Payment Assistance ($750,000) and Demolition ($50,000) 3. Proposer: Mary Erickson Community Housing Project Cost: $2,000,000 Project Description: 5 Homeownership Units and 8 Rental Units 4. Proposer: Time for Change Foundation Project Cost: $695,756 Project Description: Acquisition and Rehabilitation of 6 Rental Units Review Process The City appointed a Proposal Review Committee, comprised of City Department Heads and other City staff. The Review Committee evaluated the proposals using criteria stipulated in the RFP, including completeness of proposal, compliance with HOME Program requirements, financial feasibility, and project readiness. The maximum score was 100 points. Based on the proposal review, Time for Change Foundation obtained the highest average score of 86.67 points for their proposal to acquire and rehabilitate six units to provide rental options to lower-income families. Their funding request is for $695,756. Staff recommends funding this project based on the following factors: • Project is consistent with the goals and objectives of the City's Action Plan, and the City's strategic direction to improve the existing housing stock. • Project will serve some of the City's most disfranchised residents, including former homeless and lower-income families. • Project complies with HOME Program regulations, and requires subsidies that are far below the maximum subsidies allowed by the program. • Project does not require forgiveness of HOME funds. The City will receive program income based on anticipated residual receipts. • Project is shovel-ready, and will be completed within the required 24-month timeframe. • Developer has leveraged private financing to make the project financially feasible. Analysis Since the funding requested by Time for Change is less than the amount of HOME funds available, Staff is also recommending funding up to $750,000 to implement a down-payment assistance program as proposed by Neighborhood Housing Services of the Inland Empire, Inc. (NHSIE). This proposal attained the second highest score in the evaluation, an average of 84.58 points. This program would provide financial assistance to eligible homebuyers for the purchase of their first home. Funding recommendation for this program is based on the following factors: • Promoting homeownership is a crucial component of the City's strategy of improving housing stock, as it brings substantial benefits such as stabilizing neighborhoods, increased civic participation, and a financial stake in our communities. • Program is consistent with the approved Action Plan and Housing Element. Updated: 10/2/2014 by Georgeann"Gigi"Hanna Packet Pg. 347 7.B 3486 • Program complies with HOME Program regulations. • NHSIE has extensive experience in effectively implementing homebuyer assistance programs, and has the capacity and expertise to expend the funds within the 24-month timeframe. Table 1 below is a summary of the scores prepared by the raters. Updated: 10/2/2014 by Georgeann"Gigi"Hanna Packet Pg. 348 7.B 3486 Table l: Summary of the Scores by Proposer Scores Proposer Rater Rater Rater Rater Rater Rater Average 41 #2 #3 #4 #5 #6 Score Habitat for Humanity 47 93 47 61.5 47 60 59.25 Neighborhood Housing 81 93 85 67.5 91 90 84.58 Services (NHSIE) Mary Erickson Community 91 94 97 79.5 70 75 84.42 Housing (MECH) Time For Change 89 90 68 83 93 97 86.67 Foundation Recommendation Based on the results of the rating panel, staff recommends funding the agency with the highest score after review, Time for Change Foundation. Attachments 1. Proposals a. Habitat for Humanity b. Neighborhood Housing Services of the Inland Empire c. Mary Erickson Housing (MECH) d. Time for Change Foundation 2. Proposed Contract 3. Resolution City Attorney Review: Supporting Documents: TFC Resolution (DOC) RFP for Affordable Housing Projects(DOCX) Proposal#1 - Time for Change Foundation (DOC) #1 Cont'd - TFCF (PDF) #1 Cont'd - TCFC (DOCX) 41 Cont'd - TFCF (PDF) 91 Cont'd - TFCF (PDF) #1 Cont'd - TFCF (JPG) #1 Cont'd- TFCF (PDF) #1 Cont'd - TFCF (PDF) Updated: 10/2/2014 by Georgeann"Gigi" Hanna Packet Pg. 349 7.B 3486 #1 Cont'd- TFCF (PDF) Proposal#2 NHSIE (PDF) Proposal#3 -Mary Erickson Community Housing(MECH) (PDF) Proposal#4 -Habitat for Humanity San Bernardino Area, Inc. (PDF) Updated: 10/2/2014 by Georgeann"Gigi"Hanna Packet Pg. 350 L7.B.a 1 RESOLUTION NO. 2 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN 3 BERNARDINO AUTHORIZING THE CITY MANAGER TO ENTER INTO NEGOTIATIONS WITH TIME FOR CHANGE FOUNDATION FOR CONSTRUCTION 4 OF THE "PHOENIX VILLAGE" AFFORDABLE HOUSING PROJECT USING HOME INVESTMENT PARTNERSHIP FUNDS 5 6 WHEREAS, the City of San Bernardino (the "City") is an entitlement City and eligible to •° 7 participate with the United States Department of Housing and Urban Development ("HUD") and 8 receive annual allocation of Community Development Block Grant ("CDBG") and HOME a 9 ° Investment Partnership Act ("HOME"); and a` 10 WHEREAS, On May 3, 2010, the Mayor and Common Council of the City of San 11 ° Bernardino ("Council") approved the City's Five-Year 2010-2015 Consolidated Plan and on April a` 12 21, 2014 approved its 2014-2015 Annual Action Plan that is required to guide and identify needs ° 13 which the City will address incrementally for the 2010-2015 period; and � 14 WHEREAS, The Mayor and Common Council approved the issuance of a Request for ° 15 proposals for affordable housing projects and identified HOME Investment Partnership funds Q L 16 ° totaling up to $2,000,000 for completion of the aforementioned affordable housing project; and a LL 17 WHEREAS, four proposals were received from experienced Community Housing �o 18 Development Organizations (CHDOs), and non-profit and for-profit developers as follows: (a) M 19 Habitat for Humanity - , (b) Neighborhood Housing Services of Inland Empire, (c) Mary Erickson 20 Community Housing and (d) Time for Change Foundation as follows: N 21 1. Proposer: Habit for Humanity U_ 22 Project Cost: $800,000 ~ Project Description: New construction 23 2. Proposer: Neighborhood Housing Services of Inland Empire E Project Cost: $800,000 0 24 Project Description: Down Payment Assistance ($750,000) and Demolition($50,000) a 25 3. Proposer: Mary Erickson Community Housing Project Cost: $2,000,000 26 Project Description: 5 Homeownership Units and 8 Rental Units 4. Proposer: Time for Change Foundation 27 Project Cost: $695,756 28 Project Description: Acquisition and Rehabilitation of 6 Rental Units 1 Packet Pg. 351 7.B.a 1 WHEREAS, in compliance with 24 CFR 91.105 and 570.302 CDBG implementing 2 regulation, the City appointed a Proposal Review Committee, comprised of City Department Heads 3 and other City staff to evaluate the proposals on a scale of"0"to "100" points and Time for Change 4 Foundation received the highest score from the Proposal Review Committee as follows: 5 Scores 6 Proposer Rater Rater Rater Rater Rater Rater Average c #1 42 #3 #4 #5 46 Score 7 Habitat for Humanity 47 93 47 61.5 47 60 59.25 8 Neighborhood Housing 81 93 85 67.5 91 90 84.58 y Services (NHSIE) 0 a 9 Mary Erickson Community 91 94 97 79.5 70 75 84.42 a 10 Housing(MECH) ' to Time For Change 89 90 68 83 93 97 86.67 11 Foundation ` a 12 and N 13 WHEREAS, the proposed project budget is estimated at $695,756 and funds are available in a� 14 the City's HOME program credit line for that purpose. 15 Q 16 NOW, THEREFORE, IT IS HEREBY RESOLVED BY THE MAYOR AND COMMON ,o n. 17 COUNCIL OF THE CITY OF SAN BERNARDINO,AS FOLLOWS: SECTION 1. The City Manager and City Attorney are hereby authorized to negotiate the 00 18 M 19 terms of the proposed development project with Time for Change Foundation and return to Council o 20 within 45 day for approval of that contract. c N 21 U 22 SECTION 2. This Resolution shall take effect upon its adoption and execution in the manner as required by the City Charter. 23 E r 24 Q 25 26 ui 27 28 2 Packet Pg. 352 7.B.a 1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE CITY MANAGER TO ENTER INTO 2 NEGOTIATIONS WITH TIME FOR CHANGE FOUNDATION FOR CONSTRUCTION 3 OF THE "PHOENIX VILLAGE" AFFORDABLE HOUSING PROJECT USING HOME INVESTMENT PARTNERSHIP FUNDS 4 5 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and 6 Common Council of the City of San Bernardino at a meeting thereof, c .2 7 held on the day of , 2014, by the following vote to wit: 8 Council Members: Armes Nays Abstain Absent co 0 9 MARQUEZ c a` BARRIOS 10 VALDIVIA 11 ° SHORETT 12 =_ NICKEL 13 = JOHNSON d 14 M MULVIHILL �... 15 a L 16 0 a. 17 Georgeann Hanna, City Clerk �o 18 M 19 The foregoing resolution is hereby approved this day of , 2014. 0 r 20 0 d 21 R. Carey Davis, Mayor U. 22 City of San Bernardino a 23 Approved as to Form: E Gary D. Saenz, City Attorney 24 a 25 By: 26 27 28 3 Packet Pg. 353 7.B.b o O a CL U * o a DED V� I- 0- a� .N City of San Bernardino ° L ° a L O 0. U. REQUEST FOR PROPOSALS (RFP) M N For Affordable Housing Projects 0 a a� c N 3 O RFP Release Date: _ May 26, 2014 0 L 0 Proposal Submittal Date: a June 26, 2014 w IL LL m E City Manager's Office - Department of Housing 300 North "D" Street, 6t" Floor a San Bernardino, CA 92418 (909) 384-5122 Packet Pg. 354 7.B.b City of San Bernardino - RFP for Affordable Housing Projects I. INTRODUCTION A. Purpose The City of San Bernardino, hereafter referred to as "City," is seeking proposals from o experienced Community Housing Development Organizations (CHDOs), and non-profit and for-profit developers hereafter referred to as "Applicant," to provide affordable a housing opportunities in the City. The City has identified up to two million dollars ($2,000,000) in Home Investment Partnerships (HOME) Program funding provided by N the U.S. Department of Housing and Urban Development (HUD) that may be awarded to oa qualified projects. The City will give preference to three (3) specific project types: o a. 1. Acquisition and rehabilitation of housing that is significantly blighted, for rental or w homeownership purposes. d 2. New construction of affordable housing units, for rental or homeownership. a 3. Homebuyer down-payment assistance program. These project types represent some of the most pressing housing needs in the City, and c are consistent with the approved Housing Element and priorities of the approved Action x Plan. d This RFP is released to identify projects and programs that are ready for implementation c construction, acquisition, and/or rehabilitation activities. The proposal should not a represent a project that is conceptual in nature. Also, the proposal must clearly state the `o entire scope and anticipated accomplishments of the housing activity proposed. If a funded, under no circumstances, should Applicant re-define, re-negotiate or otherwise U_ W change the scope or the original intent of the proposal. C* City staff will review the responses to this RFP for completeness and evaluate them for M compliance with HOME Program regulations, financial feasibility, and project readiness. If a project is recommended for approval, it will be presented to the Mayor and Common Council of the City for final funding decision. o a. B. HOME Program Summary and Requirements = .y 3 As authorized by the Cranston-Gonzalez National Affordable Housing Act of 1990, the = City administers funds provided by HUD for eligible activities under federal regulations for the HOME Program. M L O The City's HOME Program finances projects that increase the supply of affordable a housing units in the City, for the purpose of providing affordable housing opportunities to `o low and lower-income households. Eligible HOME Program housing activities include: a U_ 1. Acquisition 2. New construction d 3. Reconstruction / rehabilitation /conversion E 4. Demolition o Q Note: acquisition of vacant land or demolition must be undertaken for intended development of affordable housing for which construction funds have been committed. Pagel Packet Pg. 355 7.B.b City of San Bernardino - RFP for Affordable Housing Projects To be eligible for funding, projects must comply with all HOME Program regulations and requirements. The following is a summary of these rules and regulations, which are provided only as a guide for the purposes of this RFP, and should not be construed to be the entire HOME Program Final Rule. Applicants are responsible for knowing and understanding HOME Program regulations and requirements. The HOME Program o Final Rule can be found at: hftps://www.onecpd.info/home/home-final-rule/. .2 as 1. Income Targeting: Projects must be used to assist households with incomes at in or below 80% of the area median income (AMI). Current income limits published N by HUD can be found at: www.onecpd.info/resource/3679/hud-income-limits/. 0 0 Income limits are subject to change. o a. For homeownership projects and programs, 100% of the funds must be used to w assist households with incomes at or below 80% AMI. a 0 L For rental housing projects, at least 90% of the households assisted must have a, incomes at or below 60% AMI. Additionally, for projects with 5 or more units, 20% of the units must be occupied by households at or below 50% AMI. c X 2. Rent Limitations: HOME-assisted units must have rents that do not exceed the rent limits published by HUD. Current HOME Rent Limits for the City can be found at: hftps://onecpd.info/reports/HOME RentLimits State CA 2014.pdf. These rent limits are subject to change. Q L O Calculation for affordable rents must include all utilities except telephone and a cable. Rents for HOME assisted units must not exceed the HOME rents during the entire affordability period. co 3. Per-Unit Subsidies: HOME Program assistance is provided in the form of loans based on the individual needs of the project. A minimum one thousand dollars ($1,000) per unit subsidy is required. The HOME Program also establishes the a� maximum per unit subsidy. Information about subsidy limits can be found at: ° https://www.onecpd.info/resource/2315/home-per-unit-subsidv/. a a) U) 4. Maximum Mortgage Limits/After-Rehabilitation Value: The purchase price or o after-rehabilitation value of HOME-assisted units cannot exceed the limits = established by HUD for the County of San Bernardino, which can be found at: https://www.onecpd.info/resource/2312/home-maximum-purchase-price- V after-rehab-value/ w a 5. Affordability Period: HOME regulations require that assisted units remain o affordable from 5 to 20 years. The length of the affordability restriction period is a dependent upon the amount of HOME funding provided. Since the goal of the City is to provide long-term affordability for all assisted projects, restrictions will be imposed that will remain in effect for the longest feasible time. Information E about HOME Program affordability periods can be found at: http://Portal.hud.gov/hudportaI/HUD?src=/program offices/comm planning M /affordablehousing/training/web/underwriting/requirements/period Q .r Projects will require annual monitoring for HOME Program compliance for the duration of the affordability period. Page 2 Packet Pg.356 7.B.b City of San Bernardino - RFP for Affordable Housing Projects 6. Housin g Y Qualit Standards: Rehabilitated units must meet, at minimum, HUD's Housing Quality Standards (HQS), including hazard reduction of asbestos and/or lead-based paint. c 0 w II. ELIGIBLE PROJECTS /ACTIVITIES d as Cn The City is seeking affordable housing projects that are consistent with the HOME M Program, the City's Housing Element of the General Plan, and the 5-year Consolidated 0 0. Plan. Projects may be located anywhere in the City. o a Projects must be completed within twenty-four (24) months from the time HOME funds are committed. a 0 L The City will give preference to three (3) specific project types: a a� c 1. Acquisition and rehabilitation of housing that is significantly blighted, for rental or c homeownership purposes. z 2. New construction of affordable housing units, for rental or homeownership. 3. Homebuyer down-payment assistance program. L 0 a III. PROPOSAL REQUIREMENTS `o w o. A. Proposal Content U_ To be considered for funding, an Applicant must be able to meet the proposal conditions o listed in this RFP and clearly provide the following information: U) r 1. Proposal Cover Letter — Applicant must provide an overview of the Applicant's history and experience in developing and/or providing affordable housing and 0 homeownership opportunities. The cover letter should also provide a brief a description of the project, its location, expected date to begin construction, and =_ amount of HOME funding requested. The cover letter must include a statement a acknowledging the conditions stated in the RFP, making reference to any z exceptions contained in the response, and be signed by an authorized officer. The letter must include the contact person responsible for answering any M questions relevant to the proposal. o w a 2. Applicants' Qualification Statement—A narrative statement that includes: o 4- a. Description of the firm, relevant to the project's development, construction U_ and management, including past activities that are similar to the proposed r project that demonstrates Applicant's technical capacity to administer the project and its long-term affordability requirements. E �o b. Key staff, including brief resumes that demonstrate experience with a projects similar to the proposed project, including experience in working with federally-funded housing programs. Page 3 Packet Pg. 357 7.B.b City of San Bernardino - RFP for Affordable Housing Projects c. Describe any existing commitments that would impact Applicant's ability to carry out the proposed project immediately. d. Provide information on any person employed/contracted by Applicant who has been debarred by HUD or is otherwise restricted from entering into c contracts with any federal agency. 2 a� e. Minority/woman business enterprise certification (if applicable). U) �a f. CHDO's must submit completed certification application and supporting c documentation. o a g. Contact information of three (3) business references for contracts of N similar nature. W 0 L 3. Project Description —Applicant must describe the proposed project including: a a� a. Name and type of project (Homebuyer down-payment assistance, new = construction, acquisition rehab, etc.). i a� b. Identify project's target area (if applicable), and explain how the project will serve the affordable housing needs of that neighborhood. c c. For homebuyer assistance, document the market conditions to support a o the need for this type of program. a U_ d. Property address, Assessor's Parcel Number and Census Tract Number, W and photographs of proposed site (if applicable). co M e. Population to be served (e.g., family, senior, special needs) as applicable. a� f. Number of proposed units, proposed rents (and basis for rents), and o affordability levels by unit. For homebuyer assistance, provide the °- number of households that will be assisted. .N 7 g. Total project costs, total HOME units, HOME cost per unit, and = anticipated after-rehabilitation value. 2 h. Project amenities, services, and/or any other relevant project information. o Q i. Include any market or feasibility studies completed for the project within `o the last six (6) months, if any. a LL W j. Describe the marketing and outreach strategy to reach target program participants, including compliance with all fair housing and non- discrimination requirements. �o 4. Site Control — Applicant must provide evidence of site control or clear Q indications of timely schedule for obtaining site control for the project. This requirement is not applicable to homebuyer down-payment assistance programs. Page 4 Packet Pg. 358 l.B.b City of San Bernardino - RFP for Affordable Housing Projects 0 5. Project Timeline—Applicant must prepare a table that explains key construction or development project timeline milestones achieved to date and/or projected in the future. Such table must include the following at a minimum (or indicate if not applicable): c 0 Milestone Date a� Submit application for planning entitlements/approvals 0 0. Submit loan application to lender a Environmental review/Phase 1 study U W Complete planning entitlement process o a Select tax credit investor a� c Select contractor c Prepare detailed cost estimate .n Submit plans and application(s) for plan check and building permit Submit application for tax credit allocation c Obtain tax credit allocation °- U_ Obtain approval of construction plans co Obtain construction and permanent loan commitment M Final construction contract y U 2 Partnership Agreement o IL Pay impact fees and obtain construction permits = N Begin construction c x Complete construction .a Complete lease-up/ occupancy 0 6. Zoning and Entitlements — If applicable, Applicant must provide a narrative that a clearly describes current zoning of the project and entitlement status to confirm projected timing for entitlements that are not yet received. Indicate level of U_ environmental review required of the project and completed to date. Indicate W when and under what conditions upon receipt of entitlements that building plans will be submitted and approved. E t �a Applicant should have a good understanding of the environmental issues a affecting the proposed project site, and must detail this in the proposal. Page 5 Packet Pg. 359 76 t. City of San Bernardino - RFP for Affordable Housing Projects 7. Financing Plan — Applicant must provide a detailed project or property *W* development sources and uses budget. A sample "Sources and Uses table" is included as Attachment A. Applicant must also submit proforma for the first fifteen (15) years of the project. A sample proforma is included as Attachment B. a. Sources: Indicate the HOME funding requested for the project, plus all 2 other financial assistance/funding sources to be used. Provide evidence a of funding commitments, availability of leveraged funds, terms and Cn conditions of commitments and expirations. If funds are not available at y the time of the proposal submittal deadline, please identify when funds oa will be applied for, and/or when fund commitment is expected. o a b. Uses: Provide detailed use of funds broken down between acquisition, construction, rehabilitation and other cost categories as applicable. Applicant must include a statement with regard to the basis for a construction cost estimates and indicate if construction costs are based on prevailing wage requirements. .y 3 c. Developer Fee: Indicate the proposed developer fee, and all other fees = proposed to be earned by affiliates. �a d. Applicant must submit a cash flow projection for the first fifteen (15) years of the project that clearly provides all relevant revenue, operating cost, a and financing assumptions. This requirement is not applicable to 0 Homeownership Assistance Programs. a U. 8. Conflict of Interest — Applicant must list any business or personal relationship with any member, employee, officer, agent, consultant, or official of City, or with co any City member's immediate family. Any conflict of interest under 24 CFR 92.356 must be resolved in a manner satisfactory to City prior to the submission 0 and/or award of any HOME funds under this RFP. 0 L 9. Exceptions —Applicant must include any exceptions to the terms and conditions contained in this RFP. N 0 10. Certification — Proposal must include an executed Authorized Official = Certification Form (Attachment C). a B. Instructions for Submitting Proposals ,o w a Submit one (1) original, two (2) hard copies, and one (1) electronic copy of your w proposal. Electronic version should be on a CD or flashdrive, preferably in a single PDF a file format for 8.5"x11" printout. Failure to submit all the requested information may result in the proposal being disqualified from the RFP process. All proposals must be sealed and submitted to: City Clerk's Office City of San Bernardino 300 North D Street, Second Floor San Bernardino, CA 92418 Page 6 Packet Pg. 360 7.B.b City of San Bernardino - RFP for Affordable Housing Projects All proposals must be received at the address listed above no later than 5:00 p.m., Pacific Standard Time (PST), on Thursday, June 26, 2014. PROPOSALS RECEIVED AFTER 5:00 P.M. ON THAT DATE WILL BE DEEMED NON-RESPONSIVE, WILL NOT BE CONSIDERED, AND WILL BE RETURNED c UNOPENED. as Facsimile or electronically transmitted proposals will not be accepted since they do not in contain original signatures. Postmarks will not be accepted in lieu of actual receipt. N Incomplete proposals may be disqualified as non-responsive. It is the responsibility of 0 0. the Applicant to make certain that the proposal is submitted on time. o n. C. Submittal Schedule a� The solicitation, receipt, and evaluation of submittals and the selection of Applicants will follow the schedule below. NOTE: Dates shown are subject to change. Release of RFP: May 26, 2014 N 0 Proposal Submittal Deadline: June 26, 2014, (5 p.m. PST) Review of Proposals: June 27, 2014 to June 30, 2014 0 a Presentation to City Council for approval of recommended project(s) July 7, 2014 a. U_ Execution of Agreement July 10, 2014 M D. Agency Discretion, Non-Liability Waivers and Hold Harmless as The information in this RFP is intended to provide general information regarding the �°L HOME Program. This information is not intended or warranted to be a complete 0 statement of all of the information the Applicants' might be required to ultimately provide. y _ 0 This RFP does not commit the City to pay any costs incurred in the preparation of a = m response. The City reserves the right to accept or reject any proposal in part or in its entirety. The City reserves the right to choose any number of qualified proposals. In o addition, the City reserves the right to issue written notice to all participants of any 0 changes in the proposal submission schedule or other schedules, should the City a L determine, at its sole and absolute discretion, that such changes are necessary. a U. Applicant may appeal not being selected for funding provided the appeal is in writing and delivered to the address listed in Section III (B), within ten (10) calendar days after the date on the letter notifying Applicant that they were not selected to be funded. Grounds for an appeal are that the City failed to follow the selection procedures and adhere to requirements specified in the RFP or any addenda or amendments; there has been a conflict of interest as provided by California Government Code Section 87100, et. seq.; Q or there has been a violation of state or federal law. Appeals will not be accepted on any other grounds. All appeals will be handled by a panel designated by the City Manager. The City will consider only those specific issues addressed in the written appeal. A Page 7 Packet Pg. 361 City of San Bernardino - RFP for Affordable Housing Projects written response will be issued within fourteen (14) calendar days of receipt of the appeal, advising of the decision with regard to the appeal and the basis for the decision. E. Technical Contact For information/questions regarding this RFP, please contact: 0 d Daysi Hernandez, Consultant in City of San Bernardino y 201 North "E" Street, Suite 301 0 CL San Bernardino, CA 92401 0 L (909) 663-2271 a dhernandez(o)sbrda.org d 0 L F. Evaluation Criteria a as Proposals can score a maximum of 100 points. Projects will be scored based on the o factors listed below with projects scoring the highest being funded first, subject to x availability of funds. 1. Project Readiness - Up to twenty-five (25) points 0 a Proposed projects will be evaluated based on Applicant's ability and readiness too implement program and project activities. Applicant must indicate the actual or a expected dates of key milestones related to project implementation. Project must be completed within twenty-four (24) months from the date of v commitment of HOME funds. N r.+ Readiness factors include: a 0 L a. Satisfactory evidence of site control or clear indications of timely schedule a� for obtaining site control, evidence of clear title, appraised value, and = environmental acceptability of the identified site. o b. Evidence of private or public lender commitment to the project. �a c. Zoning or development approval has been obtained or is supported o and/or readily achievable, if applicable. a L 0 d. Applicant has preliminary design sketches, site and unit layout, and a landscape plan, if applicable. e. For homebuyer down-payment assistance, Applicant is already implementing a successful program with program procedures that meet HOME requirements, and Final Rule. a Page 8 Packet Pg. 362 7.B.b City of San Bernardino - RFP for Affordable Housing Projects 2. Development and Management Capacity - Up to twenty-five (25) points Proposals will be evaluated based on Applicant's track record, experience and financial capacity to complete the proposed project. Applicant must provide evidence of successful experience with implementing two (2) or more recent o government-funded projects/programs similar to the proposed project. .0 a� Applicant must have a demonstrated track-record of developing or providing high y quality affordable housing products delivered on-schedule and on-budget, have y adequate staffing levels with appropriate skills and qualifications to complete the 0 CL proposed project, and provide a realistic schedule for meeting the twenty-four o (24) month timeline for completion. °- 3. Project Financial Feasibility - Up to twenty (20) points a 0 Proposed projects will be evaluated based on the reasonableness of costs and L other elements of the financial proforma. An analysis of the project will be = .N performed to determine the feasibility. o Preference will be given to projects that have been awarded funds from other sources, such as loans, grants, Low Income Housing Tax Credits (LIHTC), etc. The City encourages applications for projects where the Applicant intends to 0 apply for LIHTC. If Applicant is applying for nine percent (9%) LIHTC, please a submit an analysis detailing the project's tie-breaker percentage based on TCAC 0 guidelines, and provide a narrative describing how the project compares to the a developments funded in the previous year's first and second rounds to determine the competitiveness to receive LIHTC and the likelihood of the project being completed within the twenty-four (24) month timeline. v M Preference will be given to projects that have the financial capacity to debt service the City HOME funds requested, and the financing plan does not require a the forgiveness or payment deferral of HOME funds. a 4. Program Target - Up to fifteen (15) points N 0 0 Priority will be given to proposals that assist households that have an annual = income of 50% or less of AMI. s R The City will give priority to projects with a proposed subsidy of less than the ,o allowable maximum per unit subsidy. a L 0 a 5. Project Objectives, Design and Community Benefit - Up to fifteen (15) W points a� Proposals will be evaluated based on how the project design complements and enhances the surrounding community and provide amenities that serve the w needs of the residents, such as childcare facilities, job training, educational a facilities, computer training, after school tutoring etc.. In addition to listing these services, the proposal must provide detailed information on what additional Page 9 Packet Pg. 363 City of San Bernardino - RFP for Affordable Housing Projects funding sources will be utilized to pay for these services; as such services are not an eligible use of HOME funds. The City will give preference to projects that serve special needs population; i.e., large families (five [5] or more), the elderly, individuals with disabilities, etc. c Proposals for new construction and rehabilitation will be evaluated on how the d project will incorporate modern, green building and energy efficiency building ideas; e.g., energy efficient appliances, energy efficient heating and cooling, N weatherization, etc. (see www.energystar.gov) thereby providing increased oa sustainability and attractiveness of housing and neighborhoods. o a III. PROPOSAL CONDITIONS d 0 L A. Funding Availability ai _ Award of funds under this RFP is contingent on HOME funding availability. This RFP o does not constitute a contract and does not commit City to enter into a contract with = Applicant. The City reserves the right to cancel any contract if HOME funds become Q unavailable. L B. Modifications /Additional Information a L O City reserves the right, at its sole discretion, to modify this RFP, including the process by a which projects are evaluated and funds are awarded. The City reserves the right to request additional information or documentation at any stage during the process, to request that changes be made to a proposal, and to fund portions of any given proposal. M Applicant is expected to respond to requests for additional information in a timely -- manner. Failure to respond on a timely basis will result in the proposal being deemed non-responsive and ineligible for further consideration. 0 L a C. Incurred Costs c, N City will not pay any costs incurred in the preparation of a proposal in response to this c RFP and Applicant agrees that all costs incurred in developing this proposal are the = Applicant's responsibility. L D. Right of Rejection 0 a The City reserves the right to reject, at its sole discretion, any or all proposals, or to �o reject any portion thereof for any reason whatsoever. The City may, at its sole 0. discretion, cancel this RFP or any part of this RFP at any time. W w E. Acceptance of Terms and Conditions Submission of a proposal constitutes acknowledgment and acceptance of all terms and conditions contained in this RFP, unless otherwise specified in the proposal. Any a exceptions to the terms and conditions contained in this RFP would have to be accepted by and agreed to in writing by City. Page 10 Packet Pg. 364 7.B.b City of San Bernardino - RFP for Affordable Housing Projects F. Failure to Adhere to Specifications Proposals must be completed according to the instructions in this RFP. Failure to adhere to the requirements and provide complete responses may be cause for rejection of the proposal as non-responsive. 1E.2 G. Corrections and Resubmission as U) The City will not accept submissions or changes to the proposals after the RFP closing y date. O a O t- o. IV. STANDARD PROVISIONS OF THE HOME PROGRAM d The following are standard provisions of the HOME Program, which will be included in 0 the HOME Loan Agreement for projects approved for funding. The City reserves the =, right to include additional terms and conditions not specified in this RFP. _ y 0 O A. Equal Opportunity = m Applicant agrees to comply with the provisions of Executive Orders 11246, 11375, 11625, 12138, 12432, 12250, Title VII of the Civil Rights Act of 1964, the California Fair Employment and Housing Act (FEHA), and any other applicable federal, state, and City a laws, regulations and policies relating to equal employment and contracting c opportunities, including laws and regulations hereafter enacted. a U. B. Assurance of Compliance with Civil Rights Laws co v Applicant agrees that all persons employed by Applicant, its affiliates, subsidiaries or holding companies, and contractors and subcontractors are and will be treated equally by the firm without regard to, or because of, race, religion, ancestry, national origin, or sex, and in compliance with all anti-discrimination laws of the United States of America a and the State of California. .y C. Compliance with Laws 'o X Applicant agrees to comply with all applicable federal, state and local laws, rules, regulations or ordinances, and all provisions included in the HOME Loan Agreement. a Applicant also agrees to maintain any necessary licenses, certifications, or permits. ,o Failure to do so is grounds for termination of the HOME Loan Agreement. Q L O W Applicant agrees to indemnify and hold City harmless from any loss, damage, or liability a resulting from a violation on the part of Applicant of such laws, rules, regulations, or ordinances. a� D. Environmental Review All projects funded under this RFP will be subject to an environmental review by the City. Applicant must provide necessary information to enable the City to complete the environmental review. Projects and HOME funding are subject to the City obtaining an environmental release of funds. Page 11 Packet Pg. 365 7.B.b City of San Bernardino - RFP for Affordable Housing Projects E. Relocation Applicant must assume responsibility for any relocation and/or displacement activities that occur as a result of the proposed project. This responsibility must conform to the o requirements found at 92.353 of HOME Regulations. 2 m F. Labor Compliance M Construction or rehabilitation of housing projects that include twelve (12) or more units 0 0. assisted with HOME funds must comply with Federal Davis-Bacon provisions. Applicant o must assume responsibility for enforcing requirements regarding labor (92.354 of HOME 0.. Regulations). 0 d G. Affirmative Marketing a 0 Applicant must prepare and submit to the City a marketing and management plan consistent with market analysis findings, and in compliance with affirmative marketing c requirements. _ d .a H. Uniform Administrative Requirements L 0 Applicant must comply with Uniform Administrative Requirements which can be found at: a https://www.onecpd.info/resources/documents/24 CFRPART 84.pdf a I. Non-debarment Applicant must verify that contractors and subcontractors who work on HOME assisted projects have not been suspended or debarred. Debarment information can be found at: http://Portal.hud.gov/hudportal/HUD?src=/program offices/enforcement/debarments. Debarment checks can be completed at: http://sam.gov/ 0 L J. Lead-Based Paint Requirements .N Applicant must comply with Lead Safe Housing Rule (24 CFR Part 35) and ensure lead- 0 based paint hazard evaluation and control measures are correctly carried out, in = compliance with HUD lead rule and EPA Renovation, Repair, and Painting rule. �a E K. Section 3 Requirements 0 a Applicant must comply with Section 3 Requirements of the HUD Act of 1968 applicable ,o to all recipients of HUD funds (including their contractors and sub-contractors). a Applicants must certify that they will comply with Section 3 requirements. W L. Reporting Requirements E Applicant will be expected to collect and report information about the uses of HOME w funds, and other data needed to support HUD reporting requirements and performance a measures. Page 12 Packet Pg. 366 7.B.b City of San Bernardino - RFP for Affordable Housing Projects M. Insurance Specifications Applicant agrees to provide insurance set forth in this RFP. If Applicant has existing coverage that does not meet the specified requirements, the Applicant agrees to amend, o supplement, or endorse the existing coverage to do so. 2 as Without in any way affecting the indemnity herein provided and in addition thereto, the Applicant must secure and maintain throughout the Agreement term the following types N of insurance with limits as shown: 0 °. 0 Workers' Compensation/Employers Liability - Workers' Compensation Insurance in an �- amount and form to meet all applicable requirements of the Labor Code of the State of California. Coverage should also include all volunteers, providing services on behalf of a the Applicant and all risks to such persons under this contract. ° n a) If Applicant has no employees or volunteers, it may certify or warrant to the City that it = does not currently have any employees or volunteers as defined under the Labor Code c and the requirement for Workers' Compensation coverage may be waived by the City's = Risk Manager. 'a Commercial/General Liability Insurance - The Applicant must carry General Liability 0 Insurance covering all operations performed by or on behalf of the Applicant providing coverage for bodily injury and property damage with a combined single limit of not less than one million dollars ($1,000,000), per occurrence. LL a! Automobile Liability Insurance — Primary insurance for all owned, hired, and non-owned automobiles. The policy must have a combined single limit of not less than one million co dollars ($1,000,000) for bodily injury and property damage, per occurrence. 0 Subcontractor Insurance Requirements — Applicant agrees to require all parties or a subcontractors, including architects or others it hires or contracts with related to the a performance of the project to provide insurance covering the contracted operations with the basic requirements for all contracts and the insurance specifications for all contracts, N and naming the City as an additional insured. Applicant agrees to monitor and review o all such coverage and assumes all responsibility ensuring that such coverage is = provided as required here. �a Professional Liability — Professional Liability Insurance with limits of not less than one ,o million dollars ($1,000,000) per claim or occurrence and two million dollars ($2,000,000) Q aggregate limits. ,o IL Errors and Omissions Liability Insurance - Errors and Omissions Liability Insurance with limits of not less than one million dollars ($1,000,000) and two million dollars ($2,000,000) aggregate limits. N. Improper Consideration w a Applicant must not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, service, the provision of travel or entertainment, or any items of value to any officer, employee, group of employees or Page 13 Packet Pg. 367 City of San Bernardino - RFP for Affordable Housing Projects agent of City in an attempt to secure favorable treatment or consideration regarding the award of HOME funding. Applicant must immediately report any attempt by a City officer, employee, group of employees or agent to solicit (either directly or through an intermediary) improper o consideration from Applicant. r as O. Employment of Former City Officials in �a Applicant must provide information on former City of San Bernardino officials, who are a employed by or represent Applicant. 0 a P. Inaccuracies or Misrepresentations a� If the City determines that Applicant made a material misstatement or misrepresentation, 0 Applicant may be terminated from the RFP process or in the event a HOME Loan =, Agreement has been awarded, the HOME Loan Agreement may be immediately = terminated. In the event of a termination under this provision, City is entitled to pursue c any available legal remedies. _ as �a L O a Q. U. 1.1. 00 N w V d O L a a� .N 3 O 2 d L O w a L Y-.O a- UN- LL d.+ _ E V .Fd i.+ a Page 14 Packet Pg. 368 7.B.b . City of San Bernardino - RFP for Affordable Housing Projects Attachment A SAMPLE BREAK DOWN OF SOURCES AND USES OF FUNDS I. SOURCES AMOUNT o y A. First Mortgage Loan $ Term (Years) y Interest Rate ° a 0 Annual Debt Service a Lender: d Address: o a a� Phone: 0 0 Contact: _ as B. Second Mortgage Loan $ L Term (Years) 0 Interest Rate o Annual Debt Service U-a. Lender: co Address: M Vl a+ V Phone: 0 L Contact: 0. C. Specify Sources of Grants y 0 1. $ ° a� 2. $ D. Owner Contribution 0 1. Cash $ Q L 2. Value of Assets $ a E. HOME Request $ F. OTHER (Explain) $ E ° a TOTAL $ Page 15 Packet Pg.369 City of San Bernardino - RFP for Affordable Housing Projects II. USES A. Land $ B. Land Improvements $ _ C. Buildings $ as 1. Purchase Price $ 2. Demolition $ N 0 0. 3. Rehabilitation $ 0 0 L Subtotal $ N D. Fees m 1. Builder's Overhead and Profit $ a 2. Bond Premium $ _ .y 3. Architect's Fee $ 0 Subtotal $ 0 E. Charges and Financing During Construction 1. Interest During Construction $ a 2. Taxes $ ,o 3. Insurance $ 4. Title/Recording $ co Subtotal $ M F. Legal, Organizational and Audit d 1. Legal $ o a 2. Organization $ _ 3. Cost Certification and Audit $ 0 Subtotal $ _ as G. Other Fees and Costs L 1. Property Appraisal $ ,0 Q 2. Consultant Fees $ c w 3. Relocation Expenses $ a U- 4. Other u a. $ E b. $ Subtotal $ a Page 16 Packet Pg. 370 7.B.b City of San Bernardino - RFP for Affordable Housing Projects H. Project Reserves 1. Operating Reserves $ 2. Rent-Up Reserves $ 3. Taxes/Insurance in Escrow (1st Year) $ o Subtotal $ a� I. Developer's Fee (includes profit and overhead) $ N V7 J. Syndication Fees/Expenses Q O 1. Organizational $ a` 2. Bridge Loan Fees and Expenses $ 3. Legal Fees $ o 4. Accountant's Fees $ a 0 S 5. Other (Provide breakdown) $ O Subtotal $ _ d K. OTHER (Explain) $ L O a L W CL U_ TOTAL $ c� a M q1 V of O L a 0 LO O 2 ea a L O W Q L O W CL U_ C a> E m v �a a Page 17 Packet Pg. 371 7.B.b City of San Bernardino - RFP for Affordable Housing Projects Attachment B SAMPLE OPERATING PRO FORMA INFORMATION TO BE INCLUDED Specify assumed annual adjustments by percentage. Attach detailed explanation of all c projections along with fifteen (15) year cash flow projection. d % Annual in I. Annual Income Adjustment N 0 Gross Rental Income $ c Minus Vacancy (7%) $ a 0 Other Income $ TOTAL INCOME $ CL a) c .N 11. Annual Expenses 'o Administrative $ Operating $ a 0 Maintenance $ Property Taxes $ Insurance $ U- o: Replacement Reserve ( %) $ Miscellaneous $ TOTALEXPENSES $ a� 0 L- a. III. Annual Net Operating Income A. Total Income [item (1) above] $ o B. Total Expenses [item (11) above] $ _ a� C. Net Operating Income $ [Subtract Total Expenses from Total Income] ° 0 a IV. Annual Debt Service Coverage 0 w A. Net Operating Income$ U- B. Annual Debt Service $ d C. Debt Service Coverage $ E [Divide (A) by (B)] Page 1 of 2 Packet Pg.372 7.B.b City of San Bernardino - RFP for Affordable Housing Projects Attach detailed explanation of all expense projections and calculations of annual debt service. NOTE: The information requested by this form will be utilized in determining the "economic viability" of the Project. c 1. ESTIMATE OF PROJECT INCOME r v m a� No. of Living Unit Rent Cn Area Composition Total Monthly �a Unit Type Living per Month Units (Sq. ft.) of Units ($) Unit Rent o ($) 0 (per unit L Eff. a 1 BR r 2 BR 3 BR a Other a� N 2. a. Total Estimated Monthly Rentals for all Living Units: $ d b. Total Estimated Annual Rentals for all Living Units: $ E. L 3. Total Number of Parking Spaces: ° a L Attended Self Park Q. U- 4. Parking and Other Income (Not Included in Rent): to a. Open Spaces @ $ per month = $ M b. Covered Spaces @ $ per month = $ w d 0 C. Laundry @ $ per month = $ a d. Other* @ $ per month = $ U) 0 e. TOTAL PARKING & OTHER $ _ m {*Attach detailed explanation of"other" income as Exhibit A} R L 5. Commercial Space (Describe): 0 0 a L a. Area-Ground Level sq. ft. @ $ per sq. ft./month = $ a U- b. Other Levels sq. ft. @ $ per sq. ft./month = $ C. Total Commercial $ E 6. TOTAL ESTIMATED MONTHLY GROSS PROJECT INCOME AT 100% OCCUPANCY: [Add 2(a) +4(e) + 5(c)] $ a 7. ANNUAL GROSS PROJECT INCOME WITH 7% VACANCY $ Page 2 of 2 Packet Pg.373 7.B.b City of San Bernardino - RFP for Affordable Housing Projects Attachment C AUTHORIZED OFFICIAL CERTIFICATION FORM The undersigned certifies, to the best of his or her knowledge and belief, that: o A. No federally appropriated funds have been paid, or will be paid, by or on behalf of the a undersigned, to any person for influencing or attempting to influence an officer or in employee of any agency, a member of Congress, an officer or employee of Congress, or N an employee of a member of Congress in connection with the awarding of any federal 0 CL contract, the making of any federal grant, the making of any federal loan, the entering o into of any cooperative agreement, and/or the extension, continuation, renewal, a amendment, or modification of any federal contract, grant, loan, or cooperative agreement. d 0 L B. If any funds other than federally appropriated funds have been paid or will be paid to any mac., persons for influencing or attempting to influence an officer or employee of any agency, y a member of Congress, an officer or employee of Congress, or an employee of a c member of Congress in connection with this federal contract, grant, loan, or cooperative x agreement, the undersigned must complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 0 C. The language in Paragraphs A and B above must be included in the award documents Q for all sub awards at all tiers (including subcontracts, subgrants, and contracts under `o grants, loans, and cooperative agreements) and all subrecipients must certify and a disclose accordingly. W D. The information and statements contained in this Application and any of its Appendixes co are true and correct. E. Any HOME funds awarded must be used in accordance with all laws and regulations a governing the HOME Program and other applicable laws. &- M F. Neither the Applicant nor any of its principals is presently debarred, suspended, y proposed for debarment or suspension, declared ineligible or excluded from participation c in the HOME Program by any federal department or agency. _ a� G. No member, employee, officer, agent, consultant or official of the Applicant, nor any member of its immediate family, during his tenure or for one year thereafter, must have ,o any interest, direct or indirect, in any award of HOME funds made pursuant to this Q Application. 0 a H. Any changes in the facts and information supplied in this Application, or in any of its W Appendixes, may result in denial or withdrawal of any HOME funding awarded. m K. The Applicant will not invest any more HOME funds, in combination with other federal assistance, than is necessary to provide affordable housing. M Q L. The Applicant possesses the legal authority to carry out the HOME Program in accordance with the HOME Regulations. Page 1 of 2 Packet Pg. 374 7.B.b City of San Bernardino - RFP for Affordable Housing Projects VON%, M. Where applicable, the Applicant will comply with the HOME Regulations relating to acquisition and/or rehabilitation, relocation, and to maintaining a drug free workplace. 0 Executed this day of a a� �a N By: a. Print Full Name of Applicant o CL By: Applicant's Signature L- .y O Applicant's Official Title s d a L 0 Q L O U- a. co 00 M N V d O Fl- CL _ .N 3 O 2 d .Q R L Q F. W Q L O LL _ E V bd Q Page 2 of 2 Packet Pg. 375 7.B.b City of San Bernardino - RFP for Affordable Housing Projects (44� Proposal Submission Checklist 0 ❑ Completed Proposal —One (1) original, two (2) hard copies, and one (1) digital copy Cn 1. Proposal Cover Letter N 2. Applicant's Qualification Statement O a 0 L 3. Project Description N 4. Evidence of Site Control a� 5. Project Timeline a 6. Zoning and Entitlements (if applicable) 0' 7. Financing Plan, including Sources and Use of Funds and Operating Proforma c 8. Conflict of Interest Statement d 9. Exceptions L 10. Authorized Official Certification Form a L U. LL 00 M N r V d O L d 81 C .N 3 O 2 a� c� L O 4.. V. a L Q W 0. U- I.L W I_ V Q l Page 1 of 1 Packet Pg. 376 7.B.c PHOENIX VILLAGE Rehabilitation Project Proposal O JUNE 26,2014 d �a N O Q O L a m 0 L n. __ N 7 O 2 d .Q O Q O a LL co 00 qv M C m 'a C 7 TIME FOR CHANGE D A T I O N F O U N o ""'We, eam u xonw, mm &U U 3t Rape" N O WITH SUPPORT FROM THE FOLLOWING ORGANIZATIONS: CL 12 a r• RPGRANT EDUCATIONAL FOUNDATION u—e<ac<,.,Nan,<ni.——,cm.P.i. d Packet Pg. 377 7.B.c TABLE OF CONTENTS Proposal Cover Letter X o Statement of Qualifications Project Description 4 0 0. 0 L Site Control 8 a Project Timeline 8 0 a. Financial Plan g N Attachments: 1 0 a A) Conceptual Site Plan L 0 B) Current Site Photos a L 0 C) The "PHOENIX SQUARE" n D) Innovative Programs and Projects 00 M E) Property Information Report _ 0 F) Sources & Uses � _ G) Development Costs 0 H) Cash Flow Projections U L I) Certification d E i= 0 0. 0 L a. a� E U fC r A00%, Q Packet Pg. 378 7.B.c QUALIFICATION STATEMENT A Since our inception in 2002,we have helped over 675 women with children o make the transition from homelessness to self-sufficiency. The mission of Time for Change Foundation is to empower @ disenfranchised low income individuals o and families by building leadership o through evidence-based programs and - a housing to create self-sufficiency and thriving communities. In 2012, we o developed our first affordable housing - --- a` apartment complex,the Phoenix Square. This permanent housing option for clients successfully completing our shelter program. Awarded the "Crime Prevention through Environmental Design" and the"Crime-Free Multi Housing" certification,the Phoenix o Square sets the standard for low-incoming housing in California. a� Additionally, in 2012, we were awarded our Homes of o Hope project from the U.S. Department of HUD which a allows us to provide affordable housing to homeless o F, families directly into their own apartment. This expanded our permanent housing capacity with 10 additional apartments. Our organization is the one of the handful of non profits in the region that can provide M services, shelter programs, and actually develop = affordable housing. As a Nationally recognized g organization that prides itself on using Evidence Based Programs with measurable outcomes and evaluation,we have been very successful in o garnering millions of dollars from the federal level. Our infrastructure and accountability U_ is very strong and our financial picture is stellar. Since 2006, our organization has always maintained adequate financial records and conducted yearly audits with outside independent accounting firms. We have been successful in creating permanent support v housing since the inception of Homes of Hope. ° E Experience: 2012 Owner-Developer- ~ Created the Phoenix Square multifamily affordable housing complex in the City N of San Bernardino. The Project was led Q by Kim Carter-Founder and Executive a Director of Time for Change Foundation. Certified in Accounting with a emphasis in Auditing, Ms. Carter led her team of professionals through the , Acquisition, Pre-Construction and a Construction phases of development. PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 1 Packet Pg. 379 7.B.c . Other Projects: TFCF has also performed substantial rehabilitation and remodeling at its Mt. View Sweet Dreams Emergency Shelter locations. The projects, over three phases,were similar in their scope and size to our proposed Phoenix Village. 0 EXISTING COMMITMENTS: TFCF has no existing commitments that would impact our ability to carry out the proposed project immediately. in O A FEW OF OUR TIME FOR CHANGE STAFF o a. Kim Carter, our Founder and Executive Director has experience managing multiple federal and state projects simultaneously while directing the organization to reach its current status as a nationally recognized model. As the Founder of the organization, Ms. a.° L Carter has grown Time for Change from one shelter with 6 beds to the current capacity of 17 permanent housing units with 68 beds, and 2 housing facilities with at total of 16 beds. The organization and Ms. Carter have received tremendous support and recognition from 0 x federal, state and local officials as well as from major corporations and regional a� businesses alike. The success of the agency has been remarkable under Ms. Carter's leadership, and staff at Time for Change Foundation is equally experienced and capable. o a Angela Glasby, C.P.A., our Controller has 35 years of management experience. Her o experience includes working for the National Orange Show where she oversaw 15 n Managers who each had their own department with budgets ranging from 500,000 to 2.3 million dollars. Our development team is comprised of handpicked consultants who have worked with TFCF in the past and produced great results. M _ Eula Charles, our Housing Director has 15 years of experience working with 0 underserved populations and currently manages both of the housing facilities, coordinating repairs, as well as supervises the Case Managers, Counselors and c Transportation Specialist. U- a� U O AW 4P ' 4- r,' E 4 I wr.{yy l4 4f17Ea"7 G175bV `:C1ne%o Fete-- N 0. O L a. V PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 2 Packet Pg. 380 7.B.c INDUSTRY REFERENCES (A FEW OF OUR EXTENDED TEAM MEMBERS) Absolute Contractors Inc. 2 U a3 Absolute Contractors, Inc. is involved with f numerous commercial/residential construction o projects.New construction remodels, framing, o �e' . replacement of windows,tenant improvements, concrete,plumbing, electrical, cabinetry,painting,maintenance etc. Absolute "wGC" o Contractors worked closely with Time for a Change Foundation to deliver the Phoenix Square project on time, and on budget. 0 CONTACT: Grant Haugen, President a� Absolute Contractors, Inc. P.O Box 1330 0 Yucaipa, CA 92399 Q (909) 844-6383 0 a- Celebrating its 40-year anniversary, WLC Architects, Inc. provides co complete services,urban and regional master planning, and interior design. M WLC provided architectural services for the Phoenix Square project, and provides ongoing design expertise to Time for Change Foundation.WLC is 0 our architect of choice for housing projects. 0 0 CONTACT: Mark Graham U- 0 8163 Rochester Ave, Suite 100 c Rancho Cucamonga, CA 91730 (909) 987-0909 0 a� E Diversified Construction&Engineering Group, Inc. has nearly 45 years of experience in the construction industry. DCEG operates in conjunction with affiliate Otis Lacy Company, a general N contracting, engineering and development company. The firm specializes in housing 0 construction and development, entitlement processes,project coordination, residential 0 rehabilitation and remodeling. u C a) CONTACT: Otis Lacy, Otis Lacy Company/DCEG r 621 W. Covina Blvd. San Dimas, CA 91773 Q (909) 599-6878 PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 3 Packet Pg. 381 7.B.c PROJECTDESCIZIPTION The Phoenix Village Project will offer affordable, attractive, supportive housing that meets the needs of our most at-risk families in the San Bernardino area. The Project will c produce 6 living spaces comprised of 1 and 2 bedroom units. TFCF will acquire and rehabilitate four separate structures located on one contiguous parcel. Two of the in structures—comprising four units—are deeded as 2bd/lbath duplexes complete with attached garages. The other two structures consist of a single-family building and o detached garage. This single-family building will be converted into one 2bd/lbath unit o and one 1 bd/1 bath unit. The detached garage will remain in order to serve as additional °- parking and storage for the two units located in the front of the parcel. The site will offer ample green space with playground facilities for children to play away from the street. Dedicated garages, driveways, and parking will be provided for each unit. a L With many of our families adjusting for the first time to the idea of their own space, our 3 approach to housing provides larger and more amenity-rich individual living spaces and a = communal outdoor area. The form and esthetic of each building, including the pitched- a� roof, will keep with the design of individual family homes in the neighborhood, while steering away from the big-box, minimalist approach to affordable housing. Quite `o simply, the outside looks like home, and the inside feels like home. a L O The Conceptual Site Plan below is available as "Attachment A" to this document. a. �o 00 v w s;n M e C O C 7 O LL d �Y fC W Cd C r REHABILITATION R The Project will remove and replace existing fixtures, flooring and finishes of each a building. New insulation, windows, roofing materials, weather stripping, and HVAC units will be added to improve the energy efficiency of the buildings and to reduce utility a costs. Adding roofing, stucco, and paint will create a feel that looks new. Site work will include removal and replacement of existing paving, and dilapidated o fencing,the addition of water conscious irrigation systems, and expanded green space for Q PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 4 Packet Pg. 382 7.B.c families. The communal green space located on the South East end of the parcel will offer a playground area toward the rear of the property. The color palate and fixture selection for the Project will be similar to that of our prior c one story projects. See examples of those projects below. In stark contrast to typical c affordable housing stock, the Project will feature upgraded amenities consistent with new homes. 7%_ O o a `ey O 0 Ilk- L O a GREEN PROJECT COMPONENTS o The Phoenix Village will feature energy savings and cost effective green measures to a.. provide for a more efficient living space for our residents. We anticipate utilizing the following: co M • Insulation: Effective insulation slows the rate in which heat escapes the house in the winter or enters the house in the summer. Better insulation can greatly g cc improve comfort and save enough energy to be very cost-effective. • Water Heater Insulation: Insulating water heaters and the lines can prevent water o from cooling too quickly between uses. This eliminates the wastefulness of water U_ and other natural resources, as well as reduces operational costs. • Low-Flow Fixtures: The use of low-flow fixtures can decrease water consumption by up to 50%. These types of fixtures can reduce water consumption costs, �? without sacrificing water pressure. ° • Compact Flourescent Light Bulbs (CFLs): Replacing standard incandescent bulbs E with CFLs can lower energy consumption costs by over 60%. • Cooler Roof Selecting a roof that is lighter in color than the traditional black asphalt or dark wood shingles,promotes a cooler inside temperature by reflecting y light and heat away, rather than absorbing both. a • Energy-Efficient Windows/Seals: Dual pane windows and adding weather 0 stripping allows for more effective regulation of temperature by controlling the loss of heat and cool air from within the home. a ■ Energy Star Appliances: Energy Star qualified products save 10-30%on operating costs versus non-Energy stare equivalents. w a PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page S Packet Pg. 383 7.B.c °W SITE LOCATION Phoenix Village is located at 239-247 W. 9t' Street in San Bernardino. Each structure has a separate street address, collectively 239,241, 243, 245, and 247. c c� ■ APN 01400221390000 ■ CENSUS TRACT 06071005800 ° ° For current site photos, and to review photos of TFCF's Phoenix Square project,refer to 0- "Attachment B" and "Attachment C" listed in the Table of Contents �- U LOCATION AMENITIES Phoenix Village provides immediate access to: a L ■ Elementary schools; ■ Preschool and daycare; U) • Local and regional transportation services; _ ■ 2 Grocery stores within walking distance; a� ■ City Hall; ■ Bolivar Family Medical Clinic; o ■ Children' Dental Care Center, Legal Aid, Assistance League, and Public Library; < Q ■ Parks and Soccer fields; ° ■ Multiple faith-based services; ■ Phoenix Square. co M PROGRAM Phoenix Village brings together the substantial history of TFCF in offering targeted, o evidence-based services and supportive housing. The planning of Phoenix Village is anchored by our successful implementation of both our Homes of Hope program, as well o as the Phoenix Square Wellness Center—which provide the blueprint for achieving U_ tangible positive outcomes for families residing in permanent housing. TFCF serves the County's most at-risk families,many of whom are dealing with the daily v realities of poverty,homelessness, hunger, chronic health conditions, domestic violence, ° incarceration, substance abuse and mental health issues. Before their move-in date, all E families residing in the Phoenix Village will complete TFCF's Transitional Housing Program. The Transitional Housing Program provides evidenced-based, wrap-around services including case management and independent living skills assistance, anger N management,parenting, nutrition, and health education courses, access to recovery Q meetings and transportation, as well as budgeting and financial literacy,job skills and ° advocacy training. Additionally,we provide ongoing services to our families in ° permanent housing, in order to ensure their successful transition to independence. L For additional details regarding the program offerings and services available to residents AF 14 of the Phoenix Village,refer to "Attachment D" listed in the Table of Contents a PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 6 Packet Pg. 384 7.B.c MARKET & OUTREACH Time for Change Foundation provides the full continuum of housing needs for residents of San Bernardino. Currently, our shelter program and supportive services serve 75 families per year. We are constantly seeking adequate, safe, decent permanent housing o solutions for clients demonstrating the capability to maintain permanent housing. As an example, Crystal is the mother of 3 children who had been living in her car for 6 months. Her previous landlord's property foreclosed and she was forced to leave without any refundable deposit or 30 day notice. Remarkably, Crystal still took her children to school, o went to work and rotated safe parking spaces during the night. Time for Change o Foundation got a call from the school and we were able to provide this family with n emergency shelter services. Our Case manager assessed that Crystal would benefit from affordable with Emergency Solutions Services which would provide her with first month's rent and a security deposit. My point is that we have families that could a transition into affordable rentals from our Emergency Shelter Program. On average, we have 40-50 families per year that would benefit from safe, affordable and decent housing if available. As TFCF is in direct contact with these families,we are able to immediately = place them in one of our supportive housing projects upon completion. This eliminates a� the need for further outreach and traditional marketing in order to find tenants. Given the wide gap between the number of affordable units available and the number of families o TFCF has qualified for housing,we are immediately able to replace tenants in the event a that a unit becomes vacant. o a AF A It RENTS 2014 AREA NIEDIAN INCOME M $65,000 _ % Monthly Monthly • 2 Unit AMI Gross titility Net UNITS Monthly Annual 4 of C ype Rent Allow • TWO BEDROOM 50% 1 $753 $70 $683 2 $1,366 $16,392 4 L m 60% $850 $70 $780 3 $2,341 $28,087 6 ONE BEDROOM 60% $731 $55 $676 1 $676 $8,115 1 $2,334 $195 $2,139 6 $4,383 $52,594 11 U o` m TOTAL PROJECT COST: $1,422,128 (does not include operating reserves and E relocation fees funded by TFCF). TOTAL COST PER UNIT: $232,626 N Acquisition: $116,667 n. Construction: $115,959 ° a AFTER-REHAB VALUE: Sum of Costs (PRICELESS) v Q PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 7 Packet Pg. 385 7.B.c For Assessor recorded ownership information, refer to "Property Information Report for Parcel 014-221-39000" listed as "Attachment E" in the Table of Contents c d TFCF has established a partnership with the current owner to generate permanent in financing for acquisition costs. The resulting partnership has resulted in an owner- n financed mortgage. The terms of this financing are for 30-years at an annually 0 0 compounded interest rate of 3.00%. In the event that TFCF is successful in our pursuit of o HOME funds,the owner of the property has agreed to begin our financing period at such a time that the units are made vacant for construction. 0 d 0 L CL tM 0 d e �o f0 L Submit application for planning entitlements/approvals N/A 0 Submit loan application to lender N/A Q L Negotiate project acquisition financing agreement with owner completed Environmental review/ Phase 1 stud N/A o. Com lete planning entitlement process N/A Select tax credit investor 9.1.2014 Select Contractor completed M Prepare detailed cost estimate completed = Prepare site layout completed 0 100% Design Documents 8.15.2014 `6 100% Construction Documents 9.1.2014 c 100% Construction Documents cost reconciliation 9.15.2014 U. Submit plans and application(s)for plan check and building permit 10.1.2014 tM Submit application for tax credit allocation 11.1.2014 Obtain tax credit allocation 1.1.2015 V L Obtain approval of construction plans 1.1.2015 ,0 Obtain construction and permanent loan commitment 2.1.2015 0 E Final construction contract 2.15.2015 Partnership Agreement 3.1.2015 Pay impact fees and obtain construction permits 3.1.2015 y Begin construction 3.15.2015 0 a Complete construction 6.15.2015 ° Complete lease-up/occupancy 9.15.2015 °' c a� E z ca a PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 8 Packet Pg. 386 i 7.B.c FINANCIAL PLAN SOURCES o Refer to the"Sources &Uses" listed as"Attachment F" in the Table of Contents Acquisition Loan (Owner Financed): TFCF has established a partnership with the 0 current owner to generate permanent financing for acquisition costs. TFCF has o negotiated a 30-year mortgage of the property at an annually compounded rate of 3.00%, a. based upon a valuation of$700,000. TFCF will mortgage the property directly from the seller, which will eliminate the need to secure a traditional mortgage loan. aD 0 L a. HOME ConstructionlPerm Loan: Consistent with our prior loan of HOME fund proceeds, TFCF has developed our Project's Pro Forma to reflect a residual receipts loan. The loan referenced in the Project Pro Forma generates 50%of the residual receipts 0 x created by Net Operating Income (NOI). Our pro forma triggers a minimum distribution to the City during early years when the ratio of debt service to NOI is highest. This minimum distribution provides for annual debt service beginning in year-1. Note that o LIHTC proceeds have not been included in the base pro forma—this was done Q specifically to demonstrate a strong potential for project feasibility before the inclusion of `o 4— LIHTCs. n As with our prior residual-receipts loan,the term of the loan is anticipated to be 55-years. co This 55-year term coincides with our anticipated affordability covenants required by use M of LIHTC proceeds. 0 r TFCF Grant/Donation Proceeds: TFCF has dedicated $60,000 in unrestricted revenues to populate three funding sources. The first provides lease-up and capitalized operating o reserves during the development phase of the Project. The second is a permanent sinking U_ fund for operations. The third will cover relocation costs for any tenants that are displaced by construction. We anticipate an additional $40,000 to be available from our next fiscal year's budget. This supplemental source will be dedicated to the project prior v to the construction date, allowing for additional flexibility in our pro forma as needed. 0 E Capital ReserveFund: TFCF will add $225/unit per year to a sinking fund dedicated for capital replacements. The Fund grows to over$25,000 in year-15, and to over$68,000 in year-30. N 0 0. Low Income Housing Tax-Credits (LIHTC): As pursuing LIHTCs introduces uncertainty o for any affordable housing project, it is important that a project demonstrates a strong a indication of feasibility before LIHTC proceeds are added. As such, while our base pro forma does not include this source, the project will pursue 4%LIHTCs. The Project will utilize LIHTC proceeds do pay-down the principle balance of the acquisition loan. r Adding this source to the pro forma generates substantial residual receipts in year-1, ! while allowing for 100%of the units to be rented at the 50%AMI level. We consider the PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 9 Packet Pg. 387 T.B.c LIHTC a stand-alone source, as the Project demonstrates feasibility without it. All costs associated with the LIHTC funding source will be paid by TFCF or through LIHTC proceeds. It is important to note that pursuing the non-competitive 4%LIHTC will allow TFCF to generate LIHTC proceeds on an abbreviated schedule rather than waiting for the o next 9% LIHTC competitive round. TFCF is working closely with Foundation Management Solutions, which has placed over$40MM in tax-equity funds for projects in serving at-risk communities in California. 0 Q. USES o Refer to "Sources & Uses"listed as "Attachment F" in the Table of Contents a Refer to "Development Costs"listed as"Attachment G"in the Table of Contents a� Detailed construction cost estimates were provided by Diversified Construction and a- ° L Engineering Group, Inc. TFCF adheres to HUD requirements to use prevailing wages as 01 applicable. 0 DEVELOPER FEE Our anticipated developer fee for the Project is $101,031. This fee will recuperate substantial internal costs and fees paid by TFCF to accomplish this project. `o a CASH FLOW PROJECTION o Refer to"Cash Flow Projections" listed as"Attachment H"in the Table of Contents n 00 M O cC C 7 O U_ d C cC t U L O E 1 0 Q. 0 L a c a� E U fC w a PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 10 Packet Pg. 388 7.B.c c 0 m m 0 CL O L tl1 w V d O L a a� c 0 as 0 a TIME FOR CHANGE 0. LL 00 F U N D A T I N M C O w "a C ATTACHMENTS U. O U L O 0) LE yL M N O a O L d V R .Id W a PHOENIX VILLAGE REHABILITATION PROJECT PROPOSAL Page 11 Packet Pg. 389 - s;39foJd 6uisnoH algepaogV JOI d.AN : 98t�£) uoi;epunod aBueyo jo}quail- L#lesodoad :Iuauayoe:Pd c � M ti W Z d. 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"We Call it Home, Others OInnovative Programs & Projects To provide essential resources, through our programs i and services, to women and children who desire to TIME FOR CHANGE change the course of their lives by making the transition N FOUNDATION from homelessness and recidivism to self-sufficiency. o a a� 0 PHOENIX SQUARE ` S .N Affordable Housing Developer 0 ki 0 r �,.all LL I � iT LL 4 E L V f0 Y a Packet Pg. 393 A� Bd; . Action INNOVATIVE PROGRAMS Take • Take Action California is a virtual, e-advocacy one-stop for political activism, g action alerts, fact sheets, and events in support of grassroots advocacy throughout California. E-Advocacy Issues & Campaigns include: Criminal Jus- ; I O tice Reform, Budget & Policy Reform, Economic Prosperity & Empowerment, o Health &Community Safety, Education & Employment. www.TakeActionCa.org a N r V d O Center G. for Advocacy ► Leadership Training N O 2 The Center for Advocacy and Leadership Training (C.A.L.T.) is a Center for Advocacy&Leadership Training B ca project of Time for Change Foundation with a focus on providing the O tools necessary for civic engagement & advocacy, financial educa- a 0 tion, grant writing training, freedom education and more. Learn about 4- a how we can bring these services to you by calling (909) 886-2994. 7 Milo M LL U N WorkToWin c O U E Work to Win is our 10-week hands-on job training MP program, teaching people skills to enter the high- tech jobs. Students learn how to build resume's 02 with no work history, how to use natural talents as skills, and are provided essential a tools for today's job market. Packet Pg. 394 7.B.d EMERGENCY & TRANSITIONAL HOUSING O Cn o C. : o 4 I N d O . ` 0. 3 O , r 2 LL r Q y , \ Our programs are designed to empower M homeless women and children to reach self-sufficiency: U Emergency Shelter Parenting Education • Transitional Housing Family Resilience Independent Living Skills Job Readiness • Case management • Anger Management • Financial Education & Money • Family Reunification a Management Leadership Development • Utility payment assistance Rental payment assistance Packet Pg. 395 BI"d Pro* ects "ITT 0 CI) 0 0 0. Q 0 a. U) 0 Funded by the U.S. Department of Housing & Urban Development (HUD), our Homes of Hope pro- ject places homeless families directly into their own apartment coupled with intensive case- management and support services, families are able to thrive and maintain permanent housing. 0 4- a. Employment, and education are the key to ensuring success. Currently we have 10 locations with an u- W additional 15 slated for 2013. co U_ 0 U. Positive Futures 0 0 Funded by the Substance Abuse and Mental Health Services Administration (SAMHSA), our Positive �j Futures Project allows Time for Change Foundation to directly make an impact in the lives of women E coming home from prison. Through this program, we are able to offer mentoring, comprehensive case management, counseling, housing, mental health and substance abuse treatment, life skills, and sup- port services. Ph. 909-886-2994 Time For Change Foundation Fax. 909-886-0218 You P.O. Box 25040 San Bernardino, CA 92406 info@timeforchangefoundation.org www.Timeforchangefoundation.org Packet Pg. 396 �a "We Ga&Jt Mwm f ht w eaffJt Mope t C ' TIME FOR CHANGE F 0 U N D A T 1 0 N Board Members Beverly Earl Bronica Martindale Connie L.Williams 2 Barbara Bloom,Ph.D.,M.s.w. CONFLICT OF INTEREST STATEMENT 0 Kim Carter,Founder ) d Advisory Council Time for Change Foundation hereby declares that no employee or board members have Barbara Babcock any financial ties to the City of San Bernardino political officials nor do we receive any 0 CL Dr.Debra Daniels compensation for participating in activities, contracts, or board commissions which o Denise Lundy a. Donna Ferracone,M.A.Ed. could be construed as a conflict of interest. Therefore, there is no conflict of interest , Erin Brinker,M.B.A. with the City of San Bernardino since none of our staff or board members work with Fay Aldridge,M.S.W. the city or receive compensation from the city. Gloria Harrison p Joanne Gilbert,M.Ed. a Kent Paxton,M.P.A. Patricia Nickols = Sally Morris Margaret Hill p Keith Kilmer Z d Rf Now Respectfully, 0 a Kim Carter W Executive Director co 00 M U LL U H c 0 U c m E LL i t a P.O. Box 25040 - San Bernardino, CA 92406 - Telephone: (909) 886-2994 - Facsimile: (909) 886-0218 www.Timeforchangefoundation.org Packet Pg. 397 The " PHOENIX PHASE 1 : Affordable housing and meetings, as well as o for low income residents. space for clients to manage their businesses. • PHASE 2: Develop a combina- o tion of housing and community CHASE Develop a solar o a space. Creating the garden for paneled parking structure for organic micro-enterprises, and reusable energy that is "grid- o a a place where the community, neutral," allowing for us to "go- can attend educational classes green." L. w a 0 a. U_ m M LL U 0 _ E - a P.O. Box 25040, 1 TIMEMCMARGE project of L A T 10 Packet Pg. 398 PHOENIX SQUARE The following images provide a glimpse in- to the devastating conditions that existed when we purchased the location). As you can see, the building had suffered major deterioration over a prolonged period of I time. Wooden frames in the building were ! =mn rotting, leaving the walls and the floors in a _ precarious state. The neighborhood obvi- ously felt the effects of neglect and blight which does little to promote community pride. , s ;i 0 i( I. a Y ii i;A f i !*plot Packet F ' • PHOENIX SQUARE III E - R� I�The Phoenix Square is the model • Sets the standard for low-income housing in California • Transforms neighborhoods into Sustainable Commu- • i nities 1 Our project was awarded the: A • CPTED (Crime Prevention Through Environmental De- sign), one of the highest designations for this city `. ' • Crime-Free Multi Housing—Certification A vital asset to this Inland Region: • Safety—Crime, Drug and Alcohol Free ;N-Jam • Healthy— play space, community garden and a nur- „:or;.,; iE!' ae:uul turing, and warm environment for families to thrive Front view "pu • Community Oriented—joining seniors and elemen. tary school children together through Earth Day, gar- dening, and storytelling Economic Empowerment—financial education, {, credit repair, micro-enterprise and employment train- III;i n��u�uuullltl�IpIIIIIIIIIIIpIII{Iltlllll�{!!1!!{!llillll I�`�f rf ,, �• Education—improved access to quality education a»��,i{III fhllnq�►I•�����d$1�1 (a brand new elementary school faces the Phoenix Square across the street) Side view Packet Pg. 4 � � 7.B.f F About Time for Change Foundation Housing & Leadership Development Since 2002, we have been em- .2 powering homeless women U and their children to break the N cycles of poverty, abuse and ne- Q O glect. By providing them with " N tools, resources, and services, they are L able to heal from the traumatic effects of homelessness and poverty. Our programs' o X major emphasis is on advocacy and leader- L) ship development for the purposes of Self o a -sufficiency. By training our clients to be- Q " 0 k` come civically engaged, we are paving the way for a brighter future both for their families and for the community as a whole. M U_ U U_ H Earned Income Projects C.A.L.T. 1 1�I 0 The Center for Advocacy and Leader- -- ship Training (C.A.L.T.) is a project of • Z i s� E. 7 . Time for Change Foundation with a focus Leadership on providing the tools necessary for civic a engagement & advocacy, financial educa- tion, grant writing training, freedom educa- tion and more. Learn about how we can 5i1i1'd ; bring these services to you by calling (909) 886-2994. What are you waiting for?Call us Wayl ,• Packet Pg. 401 0 n r mm momV 0 c o ooNmo co m �i o amo o(A o o E»E9 0 � N N 0�(fl v 7•B•g J m m ' v o (r> m of � mroaim m (0 Q N N m W M N O O N E9 (9 Q'F- m m H3 m M fA(0 (0 N EA E9 fA fA fA f9 fA E9 W Y e o 0 o e V O V N N N O N m 00 m (0 V 0 M M n m 0 O 0000 M o h r m (0 O O N N O(0 O V EAV N EA f9 N V�E9 m m m (9 (A Eft f9 fA rfAr N M M M S C O N m O m M M N m O N N 0 0 O 0 V V 9 O m d O m m 0 r- (0 (n m m N O O (0 N t0 N N (() (n m (0 d O V V W N q m EA Vi E9 E9 U3 H3 fA N� d^ >-a n m O N N O N (0 r O M M 00 M (0 N 0 m m O m O O 0000 (0 0 1 m (0 m &N m(0 N m O w O r N (0 fA m CC) (9 fA m V'-EA M M V m E9 E9 fA H3 f9 M V H3 V N m n s N N O V O m M M N N O V V(9 N r .0 O m m M R N N 0 r N m m O 0 m N � W fA� MM � V3 Hi(9 E9 M fA E9 NM OmO V- MO M N NOON (� 2'2 .9 V�� Nm ON 69 ���� m��N V m O O(0(9 r rl E9 M (0 m M - _ n n m r M m 0n m v v lr(d v_ v(9 (o r o(n (0 0 o v (n ui m 06 w uS (+i of (n (n r E� �°•O Or(mp � Q � � �' � N» �'� m Cl) fA E9 E»en (9 fA fA M d E9(9 w�- d 'O m0 m m NOm V 00 V 0 n0 m m 0 O 0000 o r V O m = O d O EA O M r m 0 E9 fA m V fA M V V m m m E9 f9 E9 E9 6 EA m EA m N O (D m O O m '- (0 m n n (0(0( N M M f9 r m fA O C O 0 a m m V V V n (� (A N N U1 (0 (O m (n� Q� m m K� m N fA M Cl) M E9 t9 Vi Yf Ki fA fA F C W EA (9 EA EA fA FA d3 E9 V N 4ion0 } G1 U 3 -�2 N d > M N m0 V m 00 m 0 NO V V HMO n 0000 N 0 r 0 M m (n > N O N(9 N V E9� V f9 fA V V OfA O O mE» O FA E9(A f9 n O m N n O m WO p D U M Cl) n (0 m m m m mmm m V M f A N r E 9 Q E d } m» �» E9 0 Lo o» (» N O 00 d`m Q. 1-a=0o M O M m N N O m O O m in M O m(9 m m m (0 E9(p m M m m V N N n 0 M O O O O r M r N O O A O A m FA FA m E9 M m V N m r ^ ID m N O M r 0 0 O O N N V m V V f9 m m EA Y. 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M M M O m O O (0 V n(0 N M M (n N Q N (0 N fA s M M M M EA t9 V3 M� E9 N N N fA E9 W EA 4i fA fA t9 fA EA E9 V3 c C d(pp } C C m O m V m o o m 0 0 m (0 O n 0 0 0 0 0 O -r N m m O m m M O n V E9 v (o m a E9 m m E»EA m V(n(n E»E9(9(9 E» o n(n M N(9 N v (n E» y o v v n m n M Om (n o(p o M(n m E» m m v M IC of of N (6 r; vi (o ro ri c'i of M d3 M to t O W•- M FA FA M (9 EA f9 EA EA of m > ' t k3u Q WN Z LU Z E d E o 3 n 0 z$z a'_ 3 O i 2 (n .Q E F rn w •) C O 0 yL ()m W d J > Q' C C (0 cc U_ y O y y O d Q d 2 r v m ` O o m E > N U dD •N y �� z '� d W m OC M 0 m LL N LL 7 2 C . W W'N D: p d d O D Z N_ N C N LL N m LL O p fp C Q m LL d •� m O m t 10 72 c C N (n U d f R 7 d Q A m `d.'W d 0 T d J >. d Id0 w U E= c E W O c Z W d Q >� Q J E m y `m a Z O N O U d d d 0 y W y m m E 11 N d d C O C W Q J Z y a iu.� U m 0 C9 a z w O'- a U U a a Q c a Y o.` p - w y a p x_. 5 x d d + A A > d (am c m— c a F m V c a w LL F m�w�j m� 2 > wm . ad (-'0 Q d mmm m e Om m 2 _ UO .c Im -F- `(`(mow mOa > Ewn m� >Q nTp �cmmU acmmU a Qm� Q m v v m c n W c W m m m pp ti LL Q -m 6 Q S o U U y c a m a c m i O En j d U E N j U LL N N a- ld0 U N m er ry W N > N U d N m r D d U m"D v a U aw�o>z mm (D > w 000z 0� 0 coo ciU0< a -im�w- �m�ui- Packet Pg.402 } r aigepaolIV JOI dAN 9OVE) =10JI P-IUOO W 4uGwl43e44V 777`7 .1 1 r . ~' h ` q , •3+ T z } � Fh 9 yy , 7 7.B.i SOURCES & USES OF FUNDS Revised 622/2014 Project Name: PHOENIX Village Project Address: 239-247 W.9th Street Developer: Time for Change Foundation SOURCES:CONSTRUCTION Per Unit USES:CONSTRUCTION Per Unit Acquisition Loan(Owner Financed) $700,000 $116,667 Acquisition Costs/Closing $714,250 $119,042 HOME Construction Loan $695,756 $115,959 Architecture/Fees&Permits $45,900 $7,650 Private Construction Loan $0 $0 Construction Cost $464,466 $77,411 = O Deferred Costs(Capitalized Reserves) $39,520 $6,587 Indirect Construction/Legal $65,159 $10,860 Developer's Fee $101,031 $16,838 d Rent-Up Costs/Reserves $42,020 $7,003 to Financing Costs $2,450 $408 Other $0 $0 0 TOTAL $1,435,276 $239,213 $1,435,276 $239,213 Q O L (L N SOURCES: PERMANENT Per Unit USES:PERMANENT Per Unit d Perm Loan(Owner Financed) $700,000 $116,667 Acquisition Costs/Closing $714,250 $11,904 HOME Construction Loan $695,756 $115,959 Architecture/Fees&Permits $45,900 $765 d Deferred Developer Fee $0 $0 Construction Cost $464,466 $7,741 Deferred Costs(Capitalized Reserves) $39,520 $6,587 Indirect Construction/Legal $65,159 $1,086 O Other $0 $0 Developer's Fee $101,031 $1,684 3 Rent-Up Costs/Reserves $42,020 $700 0 Financing Costs $2,450 $41 y Other $0 $0 TOTAL $1,435,276 $239,213 $1,435,276 $239,213 >3 L TFCF Operating Reserve Fund $10,480 $1,747 TFCF Operating Reserve Fund $10,480 $1,747 y- Annual Capital Replacement Reserve $1,350 $225 Annual Capital Replacement Reserve $1,350 $225 C 4- a LL c� 00 M LL U LL H c O U r 4k c m E s v R w Q I Packet Pg.404 7.B.j c 0 y Property Information Management System U) San Bernardino County N Office of the Assessor a 0 L 0.. 1 O L a rn c N 3 O 2 d .Q PROPERTY INFORMATION REPORT FOR PARCEL 0140-221-39-0000 a L O a U- Q: cc co M U- U U- H c O U r C d >_ L v ca w Q Property Information Management System Packet Pg. 405 7.B.j San Bernardino County Assessor Property Information Parcel 0140221390000 Property Address (Main Situs) Protected per CA. Govt. Code Parcel Status ACTIVE Sect. 6254.21 Parcel Type REAL PROPERTY Protected per CA. Govt. Code Sect. 6254.21 Property ID Tax Status ASSESSED BY COUNTY 0 Owner and Mailing Address ESCUDERO, VICTOR H Use Code APT 5-14 ESCUDERO, HAE J Land Access PUBLIC PAVED in Protected per CA. Govt. Code Size 20,000 SQ. FEET TO 1.500 0 Sect. 6254.21 Land Type SINGLE FAMILY RESIDENT o Protected per CA. Govt. Code a Sect. 6254.21 District SAN BERNARDINO N Effective Date 06/28/2006 Resp Group REAL PROPERTY Resp Unit COMMERCIAL ZONE OR 0 L a USE .y Current Owners = d Name ESCUDERO, VICTOR H Document Numbers Q m R/I HUSBAND AND WIFE 20030475866 NMPII L % Int 50.0000000 a L Type BILLED OWNER 0 CL U. Acquisition Date 06/30/2003 Document Date 06/30/2003 co co Inactive Date NONE Name ESCUDERO, HAE J Document Numbers U. U LL R/I HUSBAND AND WIFE 20030475866 f- % Int 50.0000000 Type JOINT MAIL OWNER v Acquisition Date 06/30/2003 Document Date 06/30/2003 (D E Inactive Date NONE ca .r Legal Parcel Map F .T: Parcel Map Parcel Nbr Unit Book Page 0140221390000 6/11/2014 1:45:10 PM Property Information Management System 1 of 2 Page(s) Packet Pg.406 1 San Bernardino County Assessor Legal Description C1 TY PTN LOTS 6 AND 7 BLK 63 COM AT A PT 1N N L1 LOT 6 WH 1 CH 1S 137.5 FT E OF NW COR SD LOT 6TH ALG N L1 SD LOTS 6 AND 7 89 FT TO A PT WH1CH 1S76.5 FT E OF NW COR SD LOT 7THSTOAPT1NSL1 SDLOT7THALGSL1 LOTS7AND689FTTOAPTDUESPOBTHNTO POB No Legal Reason for Change Found c m m Cn R N O Q No Active Homeowner's Exemptions Found L- 0- m 0 L n. N 7 O 2 d .G Q L 0 4.. CL U- o: co M LL U LL H _ 0 U r *t r _ m E t 0 ca r w a I U 6/11/2014 1:45:10 PM Property Information Management System 2 of 2 Page(s) Packet Pg.407 DEVELOPMENT COSTS Revised: 6222014 Project Name: Project Address: Developer: f Number of Dwelling Units: 6 Gross Building Area(sf) 5,178 TOTAL $PER $PER SF %OF COST UNIT BUILDING TOTAL NOTES ACQUISITION COSTS: Purchase Price $700,000 $116,666.67 $135.19 48.77% Closing Costs $14,000 $2,333.33 $2.70 0.98% _ Appraisal $250 $41.67 $0.05 0.02% C Holding Costs $0.00 $0.00 0.00% included in Lease-up Reserve TOTAL ACQUISITION COSTS $714,250 $119,041.67 $137.94 49.76% y FEES/PERMITS&STUDIES cC Building Fees&Permits $20,000 $3,333.33 $3.86 1.39% Surveys/Soils/Traffic/Acoustic/Inspections $1,400 $233.33 $0.27 0.10% a Environmental Doc/Remediation/Mitgation $2,500 $416.67 $0.48 0.17% d Arch./Engineering Fees , Design $20,000 $3,333.33 $3.86 1.39% Reimbursables $2,000 $333.33 $0.39 0.14% Subtotal: $22,000 $3,666.67 $4.25 1.53% p TOTAL FEES/PERMITS&STUDIES $45,900 $7,650.00 $8.86 3.20% d IM DIRECT CONSTRUCTION COSTS: E Demolition $28,473 $4,745.53 $5.50 1.98% 0 Rehabilitation $283,780 $47,296.68 $54.80 19.77% 0 On-site Work $40,000 $6,666.67 $7.72 2.79% Security Guard(Section 3) $2,500 $416.67 $0.48 0.17% d Subtotal: $354,753 $59,125.54 $68.51 24.72% IF Contractor's Overhead&Profit $60,308 $10,051.34 $11.65 4.20% Subtotal: $415,061 $69,176.88 $80.16 28.92% General Conditions $0 $0.00 $0.00 0.00% Included in Constructton Estimate Q Performance Bond /GL Insurance $15,000 $2,500.00 $2.90 1.05% p Subtotal: $430,061 $71,676.88 $83.06 29.96% d Construction Contingency $34,405 $5,734.15 $6.64 2.40% LL TOTAL DIRECT CONSTRUCTION COSTS $464,466 $77,411.04 $89.70 32.36% INDIRECT CONSTRUCTION COSTS 00 Iq Developer's Fee $101,031 $16,838.47 $19.51 7.04% ? Subtotal: $101,031 $16,838.47 $19.51 7.04% U_ Builders Risk/Liability Insurance $4,746 $790.92 $0.92 0.33% U U. Real Estate Taxes $0 $0.00 $0.00 0.00%included in annual operating expense Legal-Developer $2,500 $416.67 $0.48 0.17% Construction Management $25,000 $4,166.67 $4.83 1.74% y Accounting/Inspection $5,000 $833.33 $0.97 0.35% Project Management $20,000 $3,333.33 $3.86 1.39% U Indirect Construction Costs Contingency $7,914 $1,318.97 $1.53 0.55% TOTAL INDIRECT CONSTRUCTION COSTS $166,190 $27,698.36 $32.10 11.58% c RENT-UP COSTS Marketing/Advertising Expense $2,500 $416.67 $0.48 0.17% _ Lease-up Reserve(3 month lease-up) $26,297 $4,382.85 $5.08 1.83% r, Capitalized Operating Reserve $13,223 $2,203.79 $2.55 0.92% Q TOTAL RENT-UP/MARKETING COSTS $42,020 $7,003.31 $8.12 2.93% FINANCING COSTS Lender Appraisal $250 $41.67 $0.05 0.02% Title and Recording(Constr./Perm.) $2,200 $366.67 $0.42 0.15% TOTAL FINANCING COSTS $2,450 $408.33 $0.47 0.17% SUBTOTAL DEVELOPMENT COSTS $721,026 $120,171.04 $139.25 50.24% TOTAL LAND COSTS $714,250 $119,041.67 $137.94 49.76% TOTAL DEVELOPMENT COSTS $1,435,276 $239,212.71 $277.19 100.00% TFCF Additional Operating Reserve Fund $10,480 $1,746.69 $2.02 TFCF Relocation Cost Fund $10,000 Packet Pg.408 60V'6d 48PBd Response to Request for Proposal D rt 0 3 CD 7 O O N w it �Z _ m rn NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE n CL o' For N City of San Bernardino Affordable Housing Projects 0 N O O W N fD 0 June 27, 2014 I'8'L UV '6d 48M3ed NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D v 0 m -o 0 0 N Cover Letter Z Fn w 00 rn n 0 a a� c� x 0 c N_ 7 City of San Bernardino 0 Affordable Housing Projects 0 CD CD o� I'8'L N HS I E .co.eor.em wd+rwo aorMras o- +r ralro rrr.�r June 25, 2014 y City Manager's Office—Department of Housing City of San Bernardino 3 300 North D Street,6`''Floor San Bernardino, CA 92418 o Dear Department of Housing Representative: M 0 U) On behalf of Neighborhood Housing Services of the Inland Empire (NHSIE), I am pleased to submit the enclosed v proposal in response to the City of San Bernardino's Request for Proposals for Affordable Housing Projects. We Z are proud to have partnered with the City for many years, and are eager to continue maximizing available public M (n and private resources to accomplish our shared goals. m Founded in 1981, NHSIE now serves 1,000-1,500 clients each year as a "one-stop shop" providing a variety of co °' homeownership, neighborhood revitalization, and community development services. Two service lines we are X expanding include down payment assistance (DPA) lending and acquisition, rehabilitation, and resale (ARR) projects, both of which would be supported with requested funds. !NHSIE has been providing DPA lending services for first-time homebuyers in San Bernardino for more than 10 Q. years, having worked with DPA programs under CalHome and the Cities of San Bernardino, Highland, Rancho a Cucamonga, Riverside, Banning, and Redlands. Last year, NHSIE scaled DPA through Wells Fargo's CityLIFT CD = initiative, committing $4.8 million and creating 325 new homeowners. NHSIE also facilitated the City of San NBernardino's owner-occupied rehab (OOR) beautification program for over 10 years, currently running single- family and mobile home rehab lending, and we have offered real estate-owned (REO) development services through contracts with your jurisdiction and the Town of Apple Valley. In 2011, we instituted a full ARR program 0 C' (ReBuild IE), now rehabbing 20-30 properties annually. Based on this experience not only with direct services but also with managing contracts with the City of San �0 Bernardino, NHSIE is requesting $750,000 for DPA to provide more opportunities for first-time homebuyer Cn au assistance following the full distribution of all CityLIFT funds.We are also requesting$50,000 for demolition under Cn ARR efforts, leveraging existing resources for acquisition and construction. M CD ,a NHSIE has read and acknowledges the conditions stated in this RFP and is not proposing any exceptions. If you 0 have any questions regarding the contents of this proposal, please contact me at (909) 963-5215 or at dawn.iee @nhsie.org. Thank you for your consideration and for the opportunity to extend our partnership to expand homeownership opportunities for households in San Bernardino. Sincerely, Dawn Lee, Executive Director Neighborhood Housing Services of the Inland Empire I'8'L Z�-p 10)13ed NHSIE CITY OF SAN BERNARDINO RFP NARRATIVE SECTIONS 2-10 2. Applicant's Qualification Statement D 0 a. Description of die firm, relevant to the project's development, constnuction and management, including past activities that are similar to the proposed project that CD demonstrates Applicant's technical capacity to administer the project and its long-term affordability requirements. 0 0 Founded in 1981, NHS 1E is a strong community-based housing development entity that delivers in professional and efficient services to a diverse population of first-time homebuyers, current = homeowners,neighborhoods, and local business communities in San Bernardino and Riverside Counties. Over the last three decades, our organization has infused these communities with Fn w millions of dollars' worth of economic activity, supporting recovery and revitalization in a region cohit hard by the recession and has built an extensive network of city advocates, lenders, construction contractors, brokers and realtors, funding partners, nonprofits, and satisfied clients. n Currently, we reach 1,000 clients each year through Homeownership Prevention(homebuyer education and financial literacy); Homeownership Preservation(foreclosure prevention); a Acquisition, Rehabilitation, and Real Estate Sales; Lending(down payment assistance and a owner-occupied rehab); Redevelopment(beautification, mobile home repair, home = maintenance); and Community Building and Engagement(resident/volunteer partnerships and 0 w community revitalization projects). With robust down payment assistance (DPA) and acquisition, rehabilitation, and resale (ARR) .0' services already in existence, NHSIE is more than qualified to carry out the activities outlined in N this proposal in compliance with the City of San Bernardino's and the HOME program's requirements. The following sections describe NHSIE's expertise and experience with the 0 c proposed activities of DPA lending and demolition as part of ARR projects. M C ID Down Payment Assistance (DPA) Lending M NHSIE has been providing DPA lending services for low- to moderate-income first-time 3 homebuyers in San Bernardino for more than 10 years. We have a clear understanding of managing city and county mortgage assistance programs, a successful seven-year track record of continuous management of CalHome DPA, and extensive experience administering homebuyer education and DPA programs for the Cities of San Bernardino, Highland, Rancho Cucamonga, Riverside,Banning, and Redlands. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page I Z I'8'1 £6ti'6d Ia�laed Over the years, we have refined our procedures to reach an optimal balance between coaching our clients through the process and completing high-quality projects in a timely manner. NHSIE's Lending team has developed an effective processing, underwriting, and funding system, which enables it to close DPA loans within an average of 10 business days of receipt of n complete packages. Following confirmation, we send out customer service surveys, which consistently show high satisfaction rates from business partners. We have attached a sampling of these survey responses in this application. NHSIE scaled up its DPA services significantly through our participation in Wells Fargo's -°0a CityLIFT initiative, which provided$15,000 in DPA to eligible homebuyers. In 2011 and 2012, we funded 6 and 25 DPA loans valued at$168,290 and$499,163,respectively; last year, after N being selected as one of 27 organizations nationwide to deliver CityLIFT dollars, NHSIE �Z committed$4.8 million for 320 DPA loans, with over 40% committed to home purchases within Cnn the City of San Bernardino! In less than one year, NHSIE will have completely funded the $4.8 Fn million in the Inland Empire, with a projected$1.92 million funded and approximately 128 new homeowners within the City of San Bernardino. Overall, last year, we secured $6.3 million in DPA funding and provided$994,511 to buyers to bridge the final funding gap in their quest for nhomeownership. Our participation not only resulted in these tremendous statistics but has also built our internal capacity, efficiencies, and new tools used to manage our DPA activities. o Finally,the"full-service one-stop shop" nature of NHSIE's services enables us to support CL homebuyer mortgage assistance with a spectrum of homeownership services. First-time x homebuyer education, financial literacy, and home maintenance workshops, as well as pre- 0 purchase counseling and coaching, give our clients an even better chance of success in sustaining their new homes. c� Acquisition, Rehabilitation, and Resale (ARR) N Under this proposal, NHSIE is also requesting funding for demolition under our ARR services. As NHSIE acquires properties using its line of credit and has secured HOME funding and a 0 private grant from the Weingart Foundation for rebuildingtrehabilitation activities, these demolition funds would support one step in the process of getting a new home in the system. y CD NHSIE has built an impressive portfolio of ARR and owner-occupied rehabilitation(OOR) c projects. We facilitated San Bernardino's OOR beautification program for more than 750 families over 10+years, transitioning to federally-funded programs for single-family and mobile homes when state funding was cut. We have offered real estate-owned(REO) development services through contracts with the City of San Bernardino and the Town of Apple Valley, and initiated ReBuild EE (our ARR program) in 2011, now rehabbing 15-25 properties each year. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page ( 2 1'8'L ti�ti '6d�a�i0ed The following sample projects demonstrate NHSIE's capacity for development projects since the early 2000s: • Completed construction and sale of single-family homes on 11 infill properties donated by the City of San Bernardino y • Completed redevelopment and resale to first-time homebuyers of 12 properties through the City of San Bernardino • Completed acquisition,redevelopment, and rental to families of 7 units in multi-family CD properties donated by the City of San Bernardino • Completed acquisition,redevelopment, and resale of a single-family property through the c Town of Apple Valley Constructed on five vacant lots donated by the City of Highland for infill purposes and i N resold 3 bedroom/2 bath homes _ • Completed acquisition, redevelopment, and resale of 10 single-family homes to first-time (n homebuyers through the Department of Housing and Urban Development M w oAs with DPA, NHSIE is focused on sustaining homeownership and empowering homeowners, providing preventative maintenance education to families obtaining rehabilitation services. This added value in our program model helps educate clients prior to rehab, educating them prior to beginning the rehab process and making them more effective throughout the project. Q Neither proposed activity involves rentals, so NHSIE is not obligated to monitor long-term c affordability. We do ensure that HOME program affordability guidelines are adhered to and = implemented through appropriate covenants on deeds of trust. We also communicate to potential buyers that federal funding is being used and outline applicable restrictions so buyers are fully aware of such standards when they enter a purchase agreement. -o 0 b. Key staff, including brief resumes that demonstrate experience with projects similar to N the proposed project, including e_rperience in working with federally-funded housing programs. 0 v 0 NHSIE staff members working on these activities contribute significant experience in both public and private housing markets. Brief biographical statements are listed below, with resumes a attached separately. o' 0 Marcos Rubio, Director of Lending: Marcos is a licensed real estate and mortgage Safe Act- compliant Broker with over 18 years of real estate and lending experience. He has managed sales, operations, and compliance staff at an executive level for a mortgage banking firm, and has educated hundreds of professionals on multi-loan layering strategies for affordable housing lending. His team has closed 230+DPA loans/grants in nine months, projecting 350 by 12/2014. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 13 C I'8'L Cg Lti 'r)d 1043ed Fabian Casarez, Director of Realty: Fabian has been a real estate practitioner for over 28 years, selling over 1,000 homes. In the last three decades, he owned and operated a successful real estate, mortgage, and auction company, where his duties included managing, training, educating, and conducting outreach to the real estate industry and the general public. Diana Sanchez, Redevelopment Manager. Diana has over 20 years of housing industry 3 experience, having worked on ARR of HUD properties, monitored 1,000 affordable housing M units for federal and state compliance, and worked on home improvement projects, including scopes of service, inspections, and neighborhood meetings and clean-up days. 0 Bonnie Brooks, Redevelopment Specialist: Bonnie has 20+years of experience, previously serving as NHSIE's Director of Construction overseeing scheduling and management of projects. �z: She has experience with site identification, feasibility analysis, environmental assessment, vi bid/contract negotiation, acquisition, and equipment/personnel management. Hi a> Kim Leon, Redevelopment Specialist: Kim has been a Housing Counselor for the County of 6' Orange, Neighborhood Improvement Specialist for the City of Ontario, and Consulting Project Manager for the County of San Bernardino. She currently inspects properties, provides scopes of work/repair estimates, obtains bids, and monitors contractors for mobile home rehab and ARR. o Edward Zubia, Redevelopment Specialist: Edward is trained in Construction Technology and has worked at the Cities of Costa Mesa, Ontario, Pomona, and Riverside in code enforcement, a• housing inspection, and community services. He too inspects properties, provides scopes of 0 work/repair estimates, obtains bids, and monitors contractors for mobile home rehab and ARR. c. Describe any existing commitments that would impact Applicant's ability to carry out the co' proposed project immediately. Cn NHSIE does not have any existing commitments that would impact its ability to carry out the 0 proposed project immediately. 0 y G1 �> d. Provide information on any person employed/contracted by Applicant who has been CD debarred by HUD or is otherwise restricted from entering into contracts with any federal N• o agency. a NHSIE will not employ or contract with a person who has been debarred by HUD or is otherwise restricted from entering into contracts with any federal agency. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 14 C I'8'L 9�ti sd teKaed. ; e. Minority/woman business enterprise certification (if applicable). N/A x f. CHDOs must submit completed certification application and supporting documentation. Please see the attached CHDO designation letter from the City of San Bernardino Economic Development Agency confirming NHSIE's re-certification. 'SI "a g. Contact information of three(3)business references for contracts of similar nature. O N NContract Type Business Contact Information IZ 1. DPA CalHome, Ricky Bradley Department of HCD X P.O. Box 952054 Fri Sacramento, CA 94252 A (916)322-1560 2. DPA Wells Fargo Home Mortgage, 9600 NE Cascades Parkway z� William McVicar Portland,OR 97220 T (503) 331-5588 3. Demolition/ARR NB General Contractors 1639 Sessums Drive Redlands, CA 92375 O m' 3.Project Description :z _' a. Name and type of project(Homebuyer down-payment assistance, new construction, cn° acquisition rehab, etc.). o NHSIE is requesting$750,000 for homebuyer DPA and $50,000 for demolition as part of our larger ARR program. N -0 '0 c Following the full commitment of DPA funds through the CityLIFI' initiative, NHSIE is seeking new sources of funding to provide DPA to additional families in San Bernardino. Furthermore, as we continue to expand our realty and rehabilitation, using our line of credit for acquisitions to be paid off with home sales, NHSIE is seeking public and private funding to fill resource gaps o for demolition, construction, rehabilitation, incorporation of green and energy efficiency components, and beautification. Proposed demolition activities under this grant will be conducted on acquired vacant single- family homes in burned-out, red-tagged, or dilapidated condition. Activities include demolishing existing structures, removing and dumping all debris and materials,capping off utility and sewer lines, and gating the area for safety purposes. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page I S EV '6d 40113ed b. Identify project's target area(if applicable), and explain how the project will serve the affordable housing needs of that neighborhood. NHSIE's DPA lending will serve any individual or family in the City of San Bernardino. D, Demolition funds will be used to support ARR projects in conjunction with private funds and NHSIE's existing contract for target areas in Wards 1 and 2, remaining within these boundaries to comply with contract requirements. T These services address the city's affordable housing needs both in supporting households in -0 obtaining affordable housing and in increasing inventory in San Bernardino. Over the past few years, the city has seen increasing levels of non-homeowner-occupied ownership of properties, due in part to increase in domestic and international individuals,hedge funds, and cooperatives �Z; venturing into the market. Given low "as-is"property values and a healthy rental market, the city ccrr.i has become an inviting place for investors to purchase properties on a cash basis, with Iittle to no Fri contingencies, often forcing out first-time homebuyers who may require DPA and other resources to make viable offers. While in the past, many investors purchased to fix up and resell, the resale percentage has dropped significantly due to buy-and-hold business plans. n As a result, approximately 50% of homes in San Bernardino are non-owner-occupied,reaching as high as 70% in some areas, compared to a healthy rate of 35-40%. Although homeownership c' can increase community stability and personal wealth, break the cycle of poverty, and lead to aenhanced civic involvement, this downward trend of ownership for low- to moderate-income fD families with little to no assistance competing with cash buyers does not bode well for long-term x C neighborhood sustainability. In response, NHSIE envisions its DPA lending and ARR projects targeted to this population playing a significant role in reversing the trend. � • c. For homebuyer assistance, document the market conditions to support the need for this type of program. As summarized above,homebuyer assistance programs are extremely important in today's �°�, market as buyers navigate through the process and their options,as well as compete with cash C investors. DPA can stimulate homeownership and generate a wealth of other benefits, but is CD often unavailable for new homebuyers given lack of accessible sources of lending. NHSIE has 0 proven its efficiency and effectiveness in distributing the entirety of its CityLIFT loans to households and creating 320 new homeowners in the last year, the majority of whom are in San Bernardino. Given this track record, if the City of San Bernardino can provide new loan/grant funding, NHSIE has the capacity and expertise to distribute DPA, opening new opportunities for homeownership for these households. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 16 C I'8'L s�ti•�a�a�h�a. Besides the direct financial assistance in purchasing a home, NHSIE's DPA is provided in tandem with other programs such as homebuyer education classes and counseling, which is a requirement for receiving financial support, and realty services. This assistance is also critical, providing objective information on the geographic area, current market trends and pricing, D available incentives, and mortgage program option, and helping households understand the escrow, title,home warranty, and other processes involved in buying. Thus, NHSIE provides both the educational and financial platform from which potential homebuyers can achieve their CD ownership goals and contribute to community stability. -o� -�°a d. Property address, Assessor's Parcel Number and Census Tract Number, and photographs of proposed site(if applicable). �Z: NHSIE is currently working with the Institute for Public Strategies (IPS) on their Byrne Criminal ccrr,i Justice Innovation Program grant, which is intended to reduce crime and violence in a north- Fri central area of the city known for high crime, poverty, and urban blight. In pursuit of this goal, « NHSIE will be acquiring and rehabilitating abandoned residential properties to reduce criminal Q7 activity in"hot spots" and to improve community appearance and connectedness. i� Given this role in IPS' project,requested funds under this grant will be used in conjunction with HOME acquisition subsidies, as well as CaIHOME,CityLIFT, or City of San Bernardino DPA, c to create new infill homes and new homeowners in the IPS Byrne target area.This half-mile- 1 neighborhood is located south of Highland Avenue, west of Waterman Avenue, north of Baseline, and east of Arrowhead/Sierra Way. Within this area, NHSIE has identified potential c: sites as targets for acquisition and demolition, such as 1626 Sierra Way, which are included in the attached potential property list. All are abandoned and vacant, and a number are burned down, requiring demolition and rebuilding. We have also attached photographs of a similar T of' property(though not the exact site) to give a better idea of the state of these structures. M 0 1. w e. Population to be served{e. p g.,family, senior, special needs)as applicable. TI O oThrough the proposed projects, NHSIE will serve City of San Bernardino residents of all ages C and household sizes,potentially including families, seniors, and those with disabilities or special CD' needs. Generally, NHSIE serves a high percentage of Hispanic/Latino families (49% of overall C' :; service population), with approximately 10% of clients being senior citizens. An estimated 70% of overall clientele earns 80% or less than the area median family income, and all proposed funds will be used to assist households in this income range. In the City of San Bernardino, American Community Survey 2008-2012 data shows that 75% of households are families, and median household income is $39,097, with 61% making less than $50,000. In light of these statistics, NHSIE projects that the proposed activities will serve a high percentage of families with children, as well as a significant number of households with an NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 17 C I'8'L 64fa I annual income of 50% or less of the area median income, much lower than HOME guidelines of 80% and below. As an example, between September 1, 2013, and June 25,2014, NHSIE's homeownership D creation efforts have assisted 29 homeowners under 60% AMI through the American Dream of Homeownership program. A total of 68 households were first-time homebuyers in the City of San Bernardino, with 35 new to the city. 0 zi f. Number of proposed tin its, proposed rents(and basis for rents), and affordability levels -�°0 by unit. For homebuyer assistance, provide the number of households that will be assisted. Ni �Z; With $750,000 in DPA, NHSIE will assist between 37-47 households, assuming DPA between cznI the average of$14,350 in similar programs and the maximum of$18,000 per household. With a mi $50,000 grant for demolition, NHSIE is proposing work on five properties at about$10,000 each. Generally, the targeted properties are typically 900-1,100 square feet in the 2 bed/2 bath range. We will replace these homes with infill properties congruent with the existing �i neighborhood that will be 3 bed/2 bath in the 1200 square feet range. g. Total project costs, total HOME units, HOME cost per unit, and anticipated after- o' rehabilitation value. a. a' C' The total project cost for one sample project(used here for illustrative purposes), including _, °c acquisition, demolition, and rebuild, is $217,630, as shown in our response to the Sources and Uses questions in 7a. and b. The expected resale value of the new home will be in the$170,000- cc $185,000 range and will fall under the maximum allowable sales price for San Bernardino. Using ° HOME funding through this City of San Bernardino contract, NHSIE estimates that demolition 0° y will be completed on five units at approximately$10,000 per property. We are also proposing 10% in related fees. Given the new development 0 h. Project amenities, services, andlor any other relevant project information. C 0 CD NHSIE is not proposing project amenities, but it is important to note that outside of proposed 0 funding, we can provide financial literacy and homebuyer education, realty services, owner- " occupied rehabilitation, and other community revitalization activities to DPA and ARR clients. L Include any market orfeasibility studies completed for the project within the last six(6) months, if any. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 18 C I'8'L [DZV '13d 38)l3ed In addition to the market need overview provided above, NHSIE has compiled the following market data supporting sales trends in the City of San Bernardino: • According to WAR Board of Realtors, 1,451 homes sold in the first part of 2014, with a year-to-year total of 3,373 homes selling in San Bernardino. > • A high percentage of these homes were REOs, trustee sales, short sales, and sales in as-is 0' condition; rehab costs per unit are estimated at$40,000445,000 with an average market ' time of 90-120 days. E a The average sales price for a home is$138,000, with an average payment of$935 (PITI) compared to an average rent of$904. 0 0 j. Describe the marketing and outreach strategy to reach target program participants, including compliance with all fair housing and non-discrimination requirements. z: v_:; NHSIE targets program participants through print media,banners,sign riders, postcards, flyers, rri w� brochures, internet marketing(websites and social media), networking and on-site visits, and cother grassroots efforts. We also partner with local businesses, banks, municipalities, nonprofits, faith-based organizations, lenders, realtors, media groups, and community members to provide T� educational workshops, drawing attendees and raising awareness of our services. These classes, as well as general presentations and outreach events are targeted to the general public and businesses employing more than 50 employees on a monthly or bi-monthly basis. NHSIE also a, ensures linguistic and cultural accessibility within our large target population of Latino/Hispanic a households, translating marketing materials into Spanish; placing ads in El Aviso, a local Spanish magazine; and partnering with agencies like the National Council of La Raza. We ydevote special effort to targeting residents within the City and partner with local government to do so. In fact,on June 28`h(please see attached flyer), NHSIE is partnering with Assemblymember Cheryl Brown at City Hall to host a homebuyer event. .0" ( 0 v, In addition to displaying the equal opportunity logo on all marketing, NHSIE also advises program participants of rights and protections under equal opportunity lending and fair housing olaws through group education and counseling that serves as a prerequisite for DPA support. Our Ch SU curriculum incorporates elements that make households aware of potential discrimination in C communities or on the part of mortgage companies or disreputable counseling agencies. If any 0 issues related to housing discrimination arise,NHSIE refers program participants to the Inland 0 Fair Housing Mediation Board or Fair Housing Council of Riverside County. 4. Site Control Applicant must provide evidence of site control or clear indications of timely schedule for obtaining site control for the project. This requirement is not applicable to homebuyer down- payment assistance programs. NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 19 C I'8'L C,Zti'6d�a�laed As noted above, demolition projects will be completed within the boundaries outlined in our contract for Wards I and 2. We have already identified abandoned,burnt out,or otherwise dilapidated properties, such as those on Belle Street and the 1600 block of Sierra Way. Upon D award of contract, NHSIE will work in conjunction with Code Enforcement to identify additional properties,acquire site control, and schedule demolition. Properties will be acquired within six months of contract approval so that redevelopment can begin. ° 5.Project Timeline 0 Applicant must prepare a table that explains key construction or development project timeline N milestones achieved to data and/or projected in the fiiture. Such table must include the following �Z at a minimum (or indicate if not applicable): M Cn Fn Milestone Date P. Submit application for planning entitlements/approvals N/A CO Submit loan application to lender N/A X Environmental review/Phase 1 stud N/A n Complete planning entitlement process N/A Select tax credit investor N/A Select contractor 1 week ° Prepare detailed cost estimate 1 week n. a Submit plans and application(s) for plan check and building permit 2 weeks = Submit application for tax credit allocation N/A 0 Obtain tax credit allocation N/A r- =. Obtain approval of construction 21ans 3 to 5 weeks `0 Obtain construction and permanent loan commitment N/A o. Final construction contract 3 days Partnership Agreement N/A Pay impact fees and obtain construction pennit 2-3 weeks ° Begin construction At permit issuance 0 "0 Complete construction 90 days 0 ;_ I Complete lease-up/occupancy N/A Cn ° 6. Zoning and Entitlements o' If applicable, the Applicant must provide a narrative that clearly describes current Zoning of the project and entitlement status to confirm projected timing for entitlements that are not yet received. Indicate level of environmental review required of the project and completed to date. Indicate when and under what conditions upon receipt of entitlements that building plans will be submitted and approved. NHS1E Response to City of San Bernardino RFP for Affordable Housing Projects Page 110 C I'8'1 EM '6d 40313ed Applicant should have a good understanding of the environmental issues affecting the proposed project site, and must detail this in the proposal. Zoning entitlements are not required for this project. n 7. Financing Plan rt 0 Applicant must provide a detailed project or property development sources and uses budget. A CD sample "Sources and Uses table" is included as Attachment A.Applicant must also submit pro forma for the first fifteen (15)years of the project. A sample pro forma is included as Attachment 1 0 B. 0 N a. Sources: Indicate the HOME finding requested for the project, plus all other financial �Z assistance/fiinding sources to be used Provide evidence of finnding commitments, c=n' availability of leveraged firnds, terms and conditions of commitments and expirations. If m'' funds are not available at the time of the proposal submittal deadline,please identify 4 when funds will be applied for, and/or when fiend commitment is expected. CO rn nPlease see the attached Sources and Uses table for responses to a. and b. b. Uses: Provide detailed use of firnds broken down between acquisition, construction, o rehabilitation, and other cost categories as applicable. Applicant must include a Q. a statement with regard to the basis for construction cost estimates and indicate if 'D construction costs are based on prevailing wage requirements. 0 c. Developer Fee: Indicate the proposed developer fee, and all otherfees proposed to be earned by affiliates. 0 N The proposed developer fee is set at 10%. od. Applicant must submit a cash flow projection for the first fifteen(15)years of the project that clearly provides all relevant revenue, operating cost, and financing assumptions. C This requirement is not applicable to Homeownership Assistance Programs. 0 As this project does not involve rental properties, this is not applicable. 8. Conflict of Interest Applicant must list any business or personal relationship with any member, employee, officer, agent, consultant, or official of City, or with any City member's immediate family. Any conflict of NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 111 C I'8'L 5ZV'6d WIDed interest under 24 CFR 92.356 must be resolved in a manner satisfactory to City prior to the submission andlor award of any HOME funds under this RFP. NHSIE does not have any conflicts of interest as described above. D 9.Exceptions Applicant must include any exceptions to the terms and conditions contained in this RFP. 9 0 NHSIE is not proposing any exceptions to the terms and conditions contained in this RFP. 0 10. Certification N i Z Cn Proposal must include an executed Authorized Official Certification Form (Attachment C). Fn A. Please see attached for NHSIE's executed Authorized Official Certification Form. a n O N CL 0 Cr O N_ 7 O tD f7 U1 O O N Cn ID fD f' O O NHSIE Response to City of San Bernardino RFP for Affordable Housing Projects Page 12 C I'8'L CVZV '6d 4013ed NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D c� 0 0 U) N' Sample Surveys Z M Z P 06 rI O� G, 2; O c N City of San Bernardino CD n O Affordable Housing Projects O U) 2) C CD 0 I'8'L 9Zti '6d 30313ed I �. 1390 N. D Street Tell us how are we doin ? � NHSIE San Bernardino, CA 92405 9 Fax 909-884-6891 10: William McVicar Division Home Bu ers Education D Lender: Wells Far o X Lendin C?ivision CD Please take a moment to tell us how we are doing based on your experience with NHSIE o Lending. After you have completed this questionnaire please return back to LiftDocs @nhsie.org. o By completing this form you are giving NHSIE permission to use this survey in our marketing efforts. W N 1' Lender Experience with NHSIE �z NHSIE provided you and your Borrower NHSIE replied to your calls, questions M Outstanding Professional Service. and or emails rapidly: Fn Strongly Agree 'B( Strongly Agree w ❑ Agree ❑ Agree co ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree m v NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your Borrowers loan seamlessly without issues. borrowers transactions faster than anticipated? 'K Strongly Agree -R Strongly Agree o ❑ Agree Agree CL ❑ Somewhat Agree O Some What Agree ❑ Disagree C Disagree yWould recommend / refer your Staff to �' NHSIE based on Professional Service. -o a Strongly Agree o ❑ Agree 0 ❑ Some What Agree N ❑ Disagree o Comments: N — � Work t� IhI 8 E the r^ oon-fcc�i 4t) De11,ler �fhe. 2 C t c } X55,S la(I e MM 6 N8 s 1 F 15 �� ..- �� ��., lCa is t �o �,vbr•k .}-in ccn�0 hc�5 �'t-r�- afcSi- fV�n �tr"ttc� "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Mank you for your participation! I'8'L 9ZV'Bd IeXoed L 1390 N. D Street Tell us how are we doing? 5 I NHSIE San Bernardino, CA 92405 --------»��----» Fax 409.479.8877 rt To: Jessica Solis a Division Home Buyers Education Lender: Provident Bank JXJ Lending Division ' Borrower: Palafox Elizabeth oPlease take a moment to tell us how we are doing based on your experience with NHSIE Lending. After you have completed this questionnaire please return back to LiftDocs @nhsie.org N or fax number above. By completing this form you are giving NHSIE permission to use this survey in iZ our marketing efforts. x m 16t Lender Experience with NHSIE NHSIE provided you and your Borrower NHSIE replied to your calls, questions CD Outstanding Professional Service. and or emails rapidly: 4 Strongly Agree Strongly Agree X ❑ Agree ❑ Agree ❑ Some What Agree ❑ Some What Agree 0 Disagree ❑ Disagree CL NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your a Borrowers loan seamlessly without issues. borrowers faster than anticipated? ❑ Strongly Agree ❑ Strongly Agree _ Agree o Agree fj v ❑ Somewhat Agree Some What Agree ❑ Disagree ❑ Disagree -o .0. I would recommend / refer current and CD y future homeowners to NHSIE. P Strongly Agree c ❑ Agree o ❑ Some What Agree M ❑ Disagree Cn 2 Comments: Co n - o (J mu -0 n C.-o- `. rr "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'8'L LZti '6d 18>13ed � � I NHSIE Tell us how we are doing . .. +owma.asw:.vawr..ww.rp 1390 N. D Street San Bemardino, CA 92405 909-884-8899 D 0 Name: J � �'�' NHSIE Division [ ] Home Buyers Education Title / Company: CD [X] Lending Division 0 Please take a moment to tell us how we are doing based on your experience with NHSIE o Lending. After you have completed this questionnaire please return back to EiftDocs @nhsie.org. By completing this form you are giving NHSIE information on how we may be able to improve our * services. N I Z 2 CO m Your Experience with NHSIE w rn NHSIE provided you and your Borrower NHSIE replied to your calls, questions Outstanding Professional Service. and or mails rapidly: ongly Agree EL Strongly Agree ,U Agree ❑ Agree ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree 0 aNHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your Borrowers loan seamlessly without issues, borroiw7s transactions faster than anticipated? rte--Strongly Agree Strongly Agree ❑ Agree ❑ Agree ❑ Somewhat Agree ❑ Some What Agree ❑ Disagree ❑ Disagree 0 You would recommend / refer your Staff to NHSIE based on Programs &Professional Service. 0 -VStrongly Agree 0 ❑ Agree Cn ❑ Some What Agree C ❑ Disagree CD 0 Comments: A "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your particfpation! I'8'L BZV 'Bd I0313ed 4 Z I_ (NHSIE Tell us how we are doing... 1390 N. D Street San Bernardino, CA 92405 909-884-88?9 D �} .* Nam (Y1. NHSIE Division [ J Home Buyers Education 3 Title j Company: M I All, a [XJ Lending Division CD W Please take a moment to tell us how we are doing based on your experience with NHSIE o Lending. After you have completed this questionnaire please return back to LiftDocs@nhsie.org. o By completing this form you are giving NHSIE information on how we may be able to improve our services. a� N I = Your Experience with NHSIE Cn m NHSIE provided you and your Borrower NHSIE replied to your calls, questions 4 Outstanding Professional Service. and or emalls rapidly: co >c Strongly Agree 0. Strongly Agree ❑ Agree ❑ Agree ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree o NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your Borrowers loan seamlessly without issues. borrowers transactions faster than anticipated? Strongly Agree Strongly Agree _ ❑ Agree rK Agree N ❑ Somewhat Agree ❑ Some What Agree S ❑ Disagree ❑ Disagree o You would recommend /refer your Staff to M' NHSIE based on Programs &Professional Service. w "5(- Strongly Agree ❑ Agree -°a ❑ Some What Agree N ❑ Disagree W cn Comments: M M 0 l "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." thank you for your participadon! I'i3'L 6ZV 'Bd I8313ed NHSIE Tell us how we are doing. .. .w...q..e._...aa�w.... g 1390 N, D Street San Bernardino, CA 92405 909-884-6899 D Name: NHSIE Division [ ] Home Buyers Education Title / Company: L b �c-c d 1( U M u rt c cqv [X] Lending Division t- C .T:� LN"or t q tter J I_ Please take a moment to tell us how we are doing based on your experience with NHSIE cLending. After you have completed this questionnaire please return back to LiftDocs @nhsie.org. By completing this form you are giving NHSIE information on how we may be able to improve our services. N I Z U) Your Experience with NHSIE Fn NHSIE provided you and your Borrower NHSIE replied to your calls, questions co Outstanding Professional Service, and or emails rapidly: ❑ Strongly Agree ❑ Strongly Agree n Agree [ Agree -o ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree 0 0 NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your s Borrowers loan seamlessly without issues. borrowers transactions faster than anticipated? _ ❑ Strongly Agree ❑ Strongly Agree 0 C9- Agree 0( Agree ❑ Somewhat Agree ❑ Some What Agree O Disagree ❑ Disagree 0 You would recommend/ refer your Staff to NHSIE based on Programs & Professional Service. -o ❑ Strongly Agree o O Some What Agree RECEIVED APR 1$ 1014 M ❑ Disagree U) CD CD Comments: Y `/ l- o - ► '�,�,�1 G,Y.-co 5 2,-u i `� V !` e, 7u �- k�u ,--rj +o he L m-e- w L4 164,5,1 ( G h h `��. hoof _�.i l u1u�,5 -a r,I-e 5 U rc = uX.+S C Gl.Ll C G,G.t.C_ ------ —4 "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'8'L OU,'6d 1843ed �� NHSIE Tell us how we are doing.. . 1390 N. D Street San Bernardino, CA 92405 909-884-8899 D 0 Name: 4PLe/-rd NHSIE Division [ ] Home Buyers Education Title/ Company: [K] Lending Division oPlease take a moment to tell us how we are doing based on your experience with NHSIE o Lending. After you have completed this questionnaire please return back to LiftDocs @nhsie.org, Cn By completing this form you are giving NHSIE information on how we may be able to improve our services. N I Z (nn Your Experience with NHSIE m NHSIE provided you and your Borrower NHSIE replied to your calls, questions oo Outstanding Professional Service, and or emails rapidly: Z Strongly Agree ❑�trongfy Agree X ❑ Agree 9 Agree O Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree ° NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your CL Borrowers-loan seamlessly without issues. borrowers transactions faster than anticipated? Cl/Strongly Agree Ml rongly Agree o ❑ Agree ❑ Agree w O Somewhat Agree ❑ Some What Agree ❑ Disagree ❑ Disagree o You would recommend/ refer your Staff to C NHSIE b sed on Programs &Professional Service. �' [ Strongly Agree J Agree 'a O Some What Agree Cn ❑ Disagree M (n Comments: M M o' "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'S'L 4£t�'Bd�a�loed /Fj I (NHSIE Tell us how we are doing. . . 1390 N. D Street San Bernardino,CA 92405 909-884-8899 11tt D Name: ._I (' 1 '�i 1 'E_ D1 U-Q0 NHSIE Division [ ] Home Buyers Education Title / Company. Lc--)cLr-, ( � ! cL,r [X] Lending Division m p ro c>~.650V` Please take a moment to tell us how we are doing based on your experience with NHSIE Lending. After you have completed this questionnaire please return back to LiftOocs @nhsie.org. oBy completing this form you are giving NHSIE information on how we may be able to improve our U) services. a� N �= Your Experience with NHSIE m NHSIE provided you and your Borrower NHSIE replied to your calls, questions Outstanding Professional Service. and or amails rapidly: 00 Strongly Agree Strongly Agree ❑ Agree ❑ Agree ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your o Borrowers loan seamlessly without issues. borrowers transactions faster than anticipated? CL lk� Strongly Agree Strongly Agree C 0 Agree ❑ Agree CD ❑ Somewhat Agree ❑ Some What Agree c ❑ Disagree ❑ Disagree N_ You would recommend/refer your Staff to NHSIE based on Programs&Professional Service. Strongly Agree NAgree ❑ Some What Agree o ❑ Disagree Comments: W�l CD 0 "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! Z£V'Bd 40)13ed NHSIE Tell us how we are doing . . . 1390 N. D Street San Bemardino, CA 92405 909-884-8899 Name: $1%Z !�J �� NHSIE Division [ ] Home Buyers Education D Title / Company: :2 0 [X] Lending Division 0 u1 0 w 3 ° Please take a moment to tell us how we are doing based on your experience with NHSIE v Lending. After you have completed this questionnaire please return back to LiftDocs@nhsie.org. 0 By completing this form you are giving NHSIE information on how we may be able to improve our ° services. N a� N �= Your Experience with NHSIE En M NHSIE provided you and your Borrower NHSIE replied to your calls, questions co Outstanding Professional Service. and or emails rapidly: °? Nr Strongly Agree ❑ Strongly Agree X ❑ Agree J�a- Agree T ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree ° NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your aBorrowers loan seamlessly without issues. borrowers transactions faster than anticipated? Strongly Agree ❑ Strongly Agree o ❑ Agree --Agree M' ❑ Somewhat Agree ❑ Some What Agree ❑ Disagree ❑ Disagree -o 0 �' You would recommend / refer your Staff to Cn NHSIE based on Programs & Professional Service. Strongly Agree -°a ❑ Agree O Some What Agree ❑ Disagree 0 Comments: "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'8'L ££ti '6d Ia�loed l OT I NHSIE Tell us haw we are doing. .. 1390 N. D Street San Bernardino,CA 92405 909-884-8899 D m ? Name: NHSIE Division [ ] dome Buyers Education CD Title/Company: .-010{ I � L [X] Lending Division v 0 Please take a moment to tell us how we are doing based on your experience with NHSIE NLending. After you have completed this questionnaire please return back to LiftDocs@nhsie.org. By completing this form you are giving NHSIE information on how we may be able to improve our *� services. N I Z 2 Fn m Your Experience with NHSIE NHSIE provided you and your Borrower NHSIE replied to your calls, questions °' Outstanding Professional Service. and or emails rapidly: e'strongly Agree 21Strongly Agree v 0 Agree ❑ Agree O Some What Agree O Some What Agree ❑ Disagree O Disagree 0 0. NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your Cr Borro wer loan seamlessly without issues. borrowers transactions faster than anticipated? fD Tstrongly Agree l"Strongly Agree 0 ❑ Agree ❑ Agree y ❑ Somewhat Agree O Some What Agree cc ❑ Disagree ❑ Disagree v You would recommend / refer your Staff to NHSIE baked on Programs &Professional Service. Strongly Agree 0 El Agree o ❑ Some What Agree ;_ O Disagree CD / M Comments: CD o" -By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'8'L ti£ti'Bd�a�ioed I ( NHSIE Tell us how we are doing. . . 1390 N. D street San Bernardino, CA 92405 909-884-8899 � D Name: 6-d"2 t j 16 -WOt d NHSIE Division [ ] Home Buyers Education rt Title / Company: (fib `,y_ F&M("J [X] Lending Division 3 Please take a moment to tell us how we are doing based on your experience with NHSIE o Lending. After you have completed this questionnaire please return back to LiftDocs @nhsie.org. yBy completing this form you are giving NHSIE information on how we may be able to improve our services. N I Z Your Experience with NHSIE rn W NHSIE provided you and your Borrower NHSIE replied to your calls, questions CO Outstaanj ing Professional Service, and or ails rapidly: M Strongly Agree MStrongly Agree �n O Agree ❑ Agree ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree ° NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your Q. Borrow s loan seamlessly without issues. borrowg►•s transactions faster than anticipated? Strongly Agree Uf Strongly Agree o O Agree O Agree N O Somewhat Agree ❑ Some What Agree co O Disagree ❑ Disagree 0 C' You would recommend / refer your Staff to (n NHSIE ased on Programs & Professional Service. � Strongly Agree o D Agree yD Some What Agree W ❑ Disagree Cn CD M Comments: E rt o' ° "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'8'L 9£iD 'Ed ta�loed I I Tell us how we are doing. . . 1390 N.,B�Street ._ San Bernardino, CA 92405 909-884-8899 D \ 0 Name: L C=- , _ �pb���-S NHSIE Division ( ] Home Buyers Education Title / Company: Sea t (�� ��� [XI Lending Division CD -o g on our Please take a moment to tell us how we are doing based o y experience with NHSIE o tending. After you have completed this questionnaire please return back to LiftDocs @nhsie.org. By completing this form you are giving NHSIE information on how we may be able to improve our services. N I Z 2 (n Your Experience with NHSIE m A. NHSIE provided you and your Borrower NHSIE replied to your calls, questions rn Outstanding Professional Service. and or emails rapidly: X Strongly Agree '2f- Strongly Agree ❑ Agree ❑ Agree ❑ Some What Agree ❑ Some What Agree ❑ Disagree ❑ Disagree 0 NHSIE processed, underwrote and closed your NHSIE processed, underwrote and closed your Borrowers loan seamlessly without issues, borrowers transactions faster than anticipated? M Strongly Agree _ _R(-Strongly Agree 0 ❑ Agree O Agree y ❑ Somewhat Agree ❑ Some What Agree c� O Disagree ❑ Disagree ° You would recommend / refer your Staff to NHSIE based on Programs & Professional Service. Strongly Agree 0 ❑ Agree M ❑ Some What Agree ❑ Disagree `D Comments: co 0 o' "By completing and returning this form you are giving NHSIE permission to use this survey in marketing efforts." Thank you for your participation! I'8'L 9£ti 13d IW)Bd NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE n rt n S 7 O O N O1 i N Resumes z x Fn w pb 00 rn X n -v O a a� s x O cc City of San Bernardino 0 Affordable Housing Projects 0 U) 0) Cl) <D CD n O 7 ��8�j LEV CASAREZ 1390 N.D Street,San Bernardino, Ca.92401 951-377-7152■ Fabian.casarez @nhsie.org KEYExPERTISE DIRECTOR OF REAL ESTATE V41110'` -NHSIE-San Bernardino- Management Educator Accomplished real estate professional with over 28 years in the industry with proven results of Community Outreach operating,overseeing and managing successful businesses,in the real estate,mortgage and real Mortgages estate auction arena.Part of my success is due to my driving productivity strategies,strategically D CoJlectiaus capturing market share and execution. Dynamic sales and marketing career with full Finance i collaborative and leadership responsibility for providing strategic direction of the 0. Media£r Marketin19 I organization's public image and product-service lines. Particularly strong presentation, Product Training i negotiation,and communication skills;expert in building top-producing relationships with Reuniting teams,customers and business partners nationwide.In addition to understanding current and Interior£�Exterior forecasted market directs and trends from an economic and legislation stand point. 0 Sales Operations NCustomer Service HISTORY OF MY ACCOMPLISHMENTS Spanish Language • Owning and operating a successful real estate company IN EDUCATION • Owning and operation a successful mortgage company Z • Owning and Operating a progressive real estate auction company and regional Cn Fn Bachelor's Degree in franchise Marketing Developing and implementing new and existing business strategies that will increase A Woodbury University • service/product awareness to targeted markets,capture market share,industry 0001 (8$-88) partnerships,and organizational branding • Identifying and engaging in new growth opportunities, market analysis,product- Associate of Arts Degree development,and understanding current market trends • Leading interior and exterior teams that will collaborate as macro focused groups to Advertising/ Merchandising achieve aggressive and innovative business relationships and partnerships. FIDM(83-85) • Chaired community outreach programs for Non-Profits o • (Project Homeowner,Community Outreach,Trade Organizations) aRio Horndo College ! A well informed and recognized industry speaker,in Industry&economical topics M Broker Lin Coursing j Development of master mind groups,among realtors and loan originators C 1986-1988 _ DIRECTOR OF REALTY FOR NHSIE FROAI 2-10-2014 TO PRESENT Earnest and Whitney EntrepreneurAcadenny 0 Oversee today to day operations for realty department Too Year Certificate Responsible for property acquisition and deposition 9/86-6/88 • Conduct educational presentations U) Equivalent to AA Degree • Conduct outreach events 'O Newport Beach, • Manage team of realtors 0 o Loss Mitigation REAL EST 2000-5-30-2014 0 BROKER OWNER OF FABIAN CASAREz BREAKAGE• 20-5-30-2014 Diamond Bar,California Cn Oversee day to day operations for organizations MManagement 2000 Train new and experienced real estate paraprofessionals 0 112006 • Maintain business relationships within my specific business entities,which include 0 Management California,and other parts of the country. Houston,Texas Recruiting new and experience professionals • Developing and capturing new opportunities in the market place by implementing CURRENT&PAST effective marketing campaigns AFFILIATIONS Conduct bi-weekly meetings with management to discuss our office/agent progression and goal accomplishment CTrRUs BOARD OF Create and implement coaching and mentor modules REALTORS Responsible for developing strategies for community interaction with local non- MEArBER IEDucAToR profits. 1988 to Presets 0 Design,develop,and execute strategic plans to boost penetration of local target markets within our target markets and potential markets • Participating in an array Realtor Summits,Business Rally's,Conventions to support and promote lender strategic partners throughout Cal.&other parts of the country I'8'L 801'fid 118MOLd 11cuiber • Education and inform homeowner their foreclosure prevention and owner retention Hispanic Chamber options of Commerce • Determine,monitor and review production goals for Market Segments within our Inland Empire target markets National Association of Mortgage Broker Owner/Operator/Originator ■ 2000-2009 N, Hispanic Real Estate • Operate and oversee day to day activities in conjunction with office management Professionals(NAHREP) a Responsible for recruiting LO's(Loan Officers)that focus on multicultural and non- Inland Empire,Las multicultural lending. Angeles/Orange Co. . Responsible for the supervision and evaluations of 16 LO's Association of Real 0 Create an open door policy,professional positive relationships with all employees, D Estate Asia Association LO's and management. a (AREAA) • Work closely with processors and underwriters and their team to better understand their internal protocols.Also to accomplish our monthly and yearly production goals. M National Association Train new and experienced LO's Real Estate Broker a Coach and mentor LO's (NAREB) • Manage and assign territories to LO's o . Introduce and position LO's with local real estate and real estate affiliate organizations wCalifornia &National • Develop marketing campaigns via,internet,direct mail,media prints,community Association of outreach programs,Etc. N Realtors 0 Formulate quarterly and yearly budgets �Z • Maintain a professional and diligent relationship with approved lenders,banks, = NRBA institutional lenders and investors. Ch Fn California a Educate and inform homeowners on foreclosure prevention and homeowner retention Z Mortgage Broker options. 01 Associations • Understanding and implementing new and existing processing applications Q' 0 Constant in engagement in continuing education to better provide,promote and X National execute new product lines and alternative options to LO's and ultimately to the Association of consumers. Mortgage Brokers • Assist LO's with Realtor training sessions and lunch and learns a Determine,monitor and review production goals for Market Segments within our National communities. Q, Association of Real • Improve and maintain excellent company image and relationships with an array of m Cr Estate Investors local&national real estate related association. co pNational Experienced in originating: y Association of • Conventional U3 Auctioneers • Commercial -p • Hard Money Loans o AcrtyrriEs • Multi-Unit Dwelling Q • FHA VA &CALVET 0 Current President ' ' U) Hispanic Association of • Land and New Construction Loans Real Estate Professionals • Government&Community assistance programs(2^d) o (Inland Empire- • Subprime NAHREP) INDUSTRY EDUCATION&CERTIFICATIONS: 2012 2 to to 2201 024 Five Star Institute REO&BPO 0 Troop Leader ResNet REO and Short Sale Certified • Equator Certified p Claremont Boy Scouts of CEOBA Commercial REO,Short Sale and BPO Certified American Troop 650 • • NAR BPO Certified, Distress Property Certified NAHREP CDPE Short Sale Certified &SFR HAFA Certified Corporate Board of Partner's First short Sale(MARS) Governors CONII%IUN1TY OUTREACH AFFILIATIONS: Computer skills Project Homeowner Chair Person Excel,PowerPoint, Chase/Bank of America/Wells Fargo/Citibank/Countrywide 10/2008 Microsoft Word,and Community Direct Outreach Program Microsoft Access NAHREP Inland Empire Broker Direct Community Outreach 4/2010 (Homeowner Retention and Foreclosure Prevention Programs) CALHFA Realtor&Loan Originator Task Force Team I'8'L 68ti 'Od 1813ed Edward V. Zubia 15840 Jackson Dr. Fontana, Cal 92336 Home phone-909 574-8520 Cell phone - 909 509-482C y E-mail Address—edwardzubia @ Hotmail.com rt a1 C'1 S fD ' Objective: To utilize my skills, knowledge and experience at their highest levels where ever I may be oemployed. To maintain a positive working relationship with my co-workers and the general public, and 0 to provide the highest level of service possible. m �* Education N I Z = Graduated from La Habra High School m Completed Cement Masons Apprenticeship- .p 00 °' Received journeyman's card X m Riverside Community College Completed 32 units in Construction Technology Completed P.0 832 P.O.S.T training ° City of Ontario Completed Supervisor/Project Monitor Training In Lead Based Paint CL d CD Professional experience: 0 N Neighborhood Housing Services of the Inland Empire: Rehabilitation Specialist c0 Inspected vacant single family properties for building code violations; provided scope of work, estimates ° on repairs, obtained bids, monitored contractors to insure they completed bid work. 0 rt Inspected owner occupied single family mobile homes for City of San Bernardino grant program. oMonitored contractors hired to bring mobile homes into compliance with current building codes. 0 Provided scope of work, estimates on repairs, monitored contractors to assure they completed bid work City of Ontario: Sr. Code Enforcement Officer: CD 0 Provided interior and exterior inspections reports for foreclosed single and mufti-family residential 0 housing units; contacted bank representatives to obtain compliance in maintaining properties and insuring that any building code violations, city ordinances were corrected. Made written reports to bank representative detailing violations noted and insured that proper permits had been obtained prior to closing out files. I'8'L OVV 'Bd 4013ed Obtained and reviewed city and county building records to compare them to existing structures to insure illegally constructed additions have been removed or to have additions properly permitted City of Ontario: Housing inspector: Provided training for all housing inspectors, assign projects, monitor D r. 0 Inspector performance Mediate contractor/homeowner disputes and provide resolutions and maintain documentation 3 Reviewed contractor applications, monitored their performance, maintained documentation; removed contractors from city bid list when applicable; processed contractor payments when applicable. 0 0 Provided input, helped develop, implement and monitor various city housing programs using CDBG, HOME or SET ASIDE funding sources; Inspect single and multi-family housing units to develop cost iN estimates and scope of work to bring residential housing units into compliance with current building = codes,and provide needed cosmetic improvements so that neighborhood appearance will improve ch Reviewed and processed loan documents; provided inspections for single and multi-family housing units rn for Section 8 program; provided written documentation to property owners of all building or city P. ordnance violations noted on their property. Removed property owners from housing list if they failed °' to correct violations X m City of Costa Mesa: Code Enforcement Officer Inspect single and multi-family housing units for illegal additions, violation of city ordinances. Provided CL written warning notice of violations, issued citations as needed to obtain compliance CD City of Pomona: Housing Inspector 0 N Inspect single and multi-family housing units. Provided scope of work and cost estimates for Housing Rehabilitation program. Maintained documentation, issued payments to contractors as needed. „ Monitored construction by contractors, resolved homeowner and contractor disputes. Reviewed and 0 M processed loan documents Ch City of Riverside:Community Service Worker 0 'a 0 Supervise,assign projects and monitor Community Service workers, maintain documentation 2) cn Professional references: M CD 0 Julie Bjork-Housing Director-City of Ontario-909 395-2307 Sig Rivera-Housing Director—City of Ontario-909 395-2291 Liz Chavez-Housing Manager--City of Upland -909 931-4146 Pat Piatt—Management Analyst-City of Rosemead 626 569-2102 I'8'L DIANA L. SANCHEZ Diana.sanchez @nhsie.org 909.963.5208 EXPERIENCE D a� Neighborhood Housing Services of the Inland Empire: July 2007 to Present M Self-Employed: November 1999 to November 2005* City of Pomona, Pomona, California January 1999 to October 1999. 0 City of Ontario Redevelopment Agency, Ontario, California July 1990 to January 1999. 0 The following experience performed at above organizations and contracts with N municipalities: *City of Ontario Redevelopment, City of San Bernardino Redevelopment 'Z Agency, City of Rialto Housing and City of Seal Beach: x rn Assisted, managed and developed Federal, State and municipal affordable housing A. co programs, specifically: Down payment assistance for first time homebuyers, loan processing, underwriting and packaging loan documentation for homebuyers. Home improvement programs interfacing with contractors'onsite assessments and inspections, recruitment, compliance and processed invoices. Property Management: managing rental properties. Monitored 1,000 affordable housing units for compliance to Federal, and State o regulations. Organizing communities to foster cohesive relationships between Cr municipalities and citizens to revitalize and improve neighborhoods by facilitating at block M captain meetings, neighborhood community meetings, block parties, and clean up days. c Acquisition, rehabilitation and resale (ARR) of HUD housing properties "Officer Next N Door"; infill housing interacting with developers, realtors and staff, business incentive grants for business owners. Redevelopment Manager: Managing specialists and projects for rehabilitation loans, grants, ReBuild I.E. and ReNovate I.E. Prepared statistical °. reports policies and procedures manual. T I 0 0 EDUCATION AND SPECIAL TRAINING w W NeighborWorks of America Professional Certificate, Construction and Production M Management, NEHEC HOC Homeownership Counseling and Post Purchase Homeownership Education, Pre-Purchase Homeownership Education Certifications; 0 Foreclosure Basics National Council of LaRaza (NCLR) Pre-Purchase HomeBuyer Counseling Certification, Rental Counseling Certification California Real Estate License - Inactive Notary Public License Lead Based Paint Worker and Project Monitor Classes References upon request 1'8'L ZVV'Bd twloed 1535 N. Granite Ave Cell 909-437-1408 Ontario,CA 91762 Marcosrubio74 @gmail.com Marcos Rubio Marcos is an executive level licensed real estate and mortgage safe act compliant professional Broker, with over 18 years of real estate and consumer mortgage lending experience. He has managed sales, operations and compliance staff within a mortgage banking firm. Marcos has D educated hundreds of real estate and mortgage professional on multi loan layering strategies for affordable housing lending. 2 QUALIFICATIONS / SKILLS 0 0 • Executive Management of Marketing, Operations, Policies, Procedures, Sales and Training �' • Hired, Mentored and Trained Real Estate and Mortgage Professional Staff iN • Real Estate Broker—Obtained Original Real Estate License in 1996 _ • Developed & Managed Secondary Market Relationships Programs, Operations and Pricing CD • Managed Regional Retail Sales, Area Wholesale Account Executives and Managers Fn • Effective Team Player and Team Builder with Strong Leadership Qualities co • Traveled to Conferences to Establish New Business Relationships and Attend Trainings °' • Traveled to Inspect Offices, Conduct Meetings with Sales Team, Staff and Managers -fin • Created and Managed Sales Goals for Individuals & Teams for Retail and Wholesale Dept. Created and Provided Marketing, Product, Sales and Training Presentations • Excellent Communication Skills in Both Oral and Written o • Innovative and Effective Problem Solver • Effectively Manage Multiple Projects from Conception to Completion a • Able to Work and Stay Focused Under Pressure i-o o • Strong Data Gathering/Research, Analytical, Negotiation and Sales Skills y • Accurate &Timely Report on Corporate Turn Time Deadlines • Proficient in Computer Skills and Variety of Software v 0 CD EMPLOYMENT HISTORY -u 7/13-Present Director of Lending NHSIE(Non-Profit) San Bernardino, CA 0 0 • Contracted as a Homeownership Programs Advisor to Assist in the Creation, °—' Development, Design and Structure of a I" Mortgage Retail Lending Division, with M Emphasis on Mastering Multiple Layering(s) of Down Payment Assistance for CD Low/Moderate Income Borrowers In Conjunction with I" Mortgage Origination. 0 • Managing and Provided Training to over 650 Real Estate and Mortgage Professionals. • Provided and Directly Supervised Processing, Underwriting, Funding and Closings of over 230 Down Payment Loans/Grants Within a 9 month Span. • Provide Homebuyer Education Presentations & Classes to Prospective Homebuyers, Real Estate and Mortgage Professionals • Providing and Presenting Product and Sales Trainings to Real Estate Agents and Mortgage Professional by Way of Establishing/Retaining Real Estate and Mortgage Banker Relationships I'8'1 £titi 13d 4013ed 11/12-7/13 Home Mortgage Consultant Wells Fargo Ontario, CA • Consulted first-time home borrowers, existing homeowners and real estate professionals in terms of programs available, qualifications required and pros and cons of between options available. Marketed realtors, non-profit organizations, tax preparers, CPA's and City Government organizations in order to establish business relationships to provide services, financial literacy as well as provide information on v available down payment assistance funds and it qualifications to obtain funds. =- 07/07-11/12 CEO/President & Broker of Record REIGN Nation, Inc. Ontario, CA • Founder of REIGN Nation Inc. established in 2003 as real estate investment firm which changed direction in 2007 to become a real estate & mortgage brokerage firm. Created oand managed other divisions within the corporation including but not limited to real estate sales, consumer mortgage origination, loan modifications, real estate asset N management and investment acquisition rehab where we provided rehab/remodel iZ project management for both corporate and private clients. Obtained company certifications from CCR/SAM, DVBE, SBA-Micro and registered HUD/NAID Fn • Managed property preservation companies on a regional base where assets were acquired, managed and preserved on a monthly average of 80 corporate assets at any o given time from cradle to grave. • Hired, trained and mentored staff, mortgage loan officers, loan processors, realtors and n property preservation managers. • Increased annual corporate revenue by an average of 143% year after year. • Originate mortgage loans via internal sales, marketing realtors, builders and first-time o homebuyers by way of providing first time homebuyer classes. E • Successfully negotiated short sales and loan modification based ability to understand mortgage banking guidelines and requirement prior to government standardizing c modifications and short sale guidelines marketed by mortgage servicers. y • Was I of about 324 approved area REO Property Managers of 5000+ applicants with TenantAccess (Nationwide Property Management Company) managing REO properties with tenants, developed by new legislation "Protecting Tenants in Foreclosure Act of .°, 2009". U) 0 01100-06/07 Vice President of Marketing and Sales MCIG Capital Corp Ontario, CA 0 Vice President Duties cn • Managed, overviewed and running day to day operations with CEO/President in terms CD of marketing, operation, pricing, procedures, quality control, recruitment, sales and o training efforts within both the real estate and mortgage loan division of MCIG Capital Corp • Analyzed, reviewed and approved new agent & brokerage signups for wholesale correspondence and sales, with a statewide network of over 2500 loan officers • Traveled to conduct office inspections meeting and visits with sales staff and teams within retail and wholesale division as well as visit mortgage brokers were we either had business relationships with or in motion of developing new business relationships • Provided monthly evaluation and goal setting in relation to progression of previous goals assigned for each sales person, team and office • Evaluated and develop strategic marketing plans in order to achieve and exceed monthly sales goals I'8'1 VVV'6d 1843ad • Meet and created business relationships with secondary market clients in order to build a business relationship to sell closed loan products • Created unique loan programs and products by combining secondary loan program products in order to achieve unique program mix for mortgage brokers and their clients • Worked hand in hand with processing, underwriting, quality control, and funding departments in order to assure business integrity and quality of our products. Marketing Director n • Created, managed marketing products, presented products and marketing materials to sales associates in order to establish new business relationships and retain existing business relationships with local and regional mortgage brokers,by way of marketing mortgage products to new brokers then assigning to account manager/account executive • Research producing local/regional mortgage brokers and initiated interviews in order to cestablish new business relationship. c Accounts Manager a • Managed wholesale in-house and field account executives in efforts of providing best N sales customer service while retaining and strengthen business relationships. Fostering IZ new client broker relationships, overviewed and trained mortgage brokers/loan officers se and loan processors to understand programs and file submissions. M • Analyzed new loan submission and pre-qualifications prior to loan submitted to P. underwriting department. co • Analysis, follow up and manage submitted loan pipeline, turn times and closings. X • Reviewed, graded and score carded broker loan submission and broker performance T based on quality of loan submitted. Then would give recommendation to Account Executive on broker improvements and marketing strategies to improve performance. Account Executive IPerformed onsite broker visits in order to both maintain and manage broker I a relationships while reviewing new loans generated from broker to establish which Q product would best suite their client base on end goal. X Loan Officer y • Marketing consumers, real estate agents and other professional service businesses in c� order to obtain clients in need of mortgage loans or refinancing. Interviewed oprospective loan applicant's financial,credit and stability in order to consult for proper c loan programs available based on application, stability and credit worthiness. c 10/%-t2r99 Realtor/Loan Officer RealTeam Real Estate Center Inc San Bernardino,CA • Loan Officer/Listing/ Buyers Agent. Performed BPO's for Department of Veterans Affairs, Marketed, List and Sold Standard Sales, HUD Homes, VA Homes. Assist in buyers prequalification. Obtained HUD REO Sales Certificate in 1997. n 0 12/92-5/% Marine Corporal E-4 United State Marine Corps 29 Palms, CA • Corporal—Team Leader/ Manager—Received Certificate of Commendation from Commanding General, Received 2 Meritorious Mass Certificates, Awarded/ Recognized for invention design/made for Military use. Managed over 5 million dollars military equipment and tools for live fire military training exercises. EDUCATION:note not all education listed REO Certified—Five Star Institute Short Sale Certified—Five Star Institute I'8'1 M,'6d 4613ed Lease to Own Certified — Five Star Institute Equator Platinum Agent Certification - Equator Equator REO Agent Certification - Equator Equator Short Sale Agent Certification - Equator REO Market Segment—First American Residential Value View Servicing Market Segment— First American Residential Value View Origination Market Segment— First American Residential Value View n REO List and Sell Training— REO Renegades BPO Business—REO Renegades Real Estate Appraisal —Real estate License Services 3 Property Management—Real estate License Services CD FHA & VA Home Financing--Consumer Protection Understanding the Real Estate Contract - REVEI Educational Program oLegal Aspects of Real Estate—Quick Learning School Real Estate Finance— Real State License Services Real Estate Principles—Real Estate Trainers, Inc. iN Real Estate Practice - Premier Schools, Inc. NReal Estate Office Administration—Quick Learning School Fn Banking & Finance—Baldy View ROP/Western Association of Schools and Colleges co w A Professional Memberships / Affiliations (Present and Past) National/California/Tri-Counties Association of Realtors v National Association of Real Estate Broker National Association of Hispanic Real Estate Professionals—HAHREP Inland Empire Asian Real Estate Association of America—AREAA Los Angeles o Commercial Real Estate Owned Brokers Association - CREOBA a National REO Services Nationwide REO Brokers Inc. c American Society of REO Specialists n Mortgage Banking Association, Washington D.C. 2006-2008 cc National/California/Inland Empire Association of Mortgage Brokers 2004-2008 v 0 0 COMPUTER SKILLS I Software Winforms/Zipforms—Realtor Sales Contract Forms RealTrans—REO Management System for Ocwen oVMS—REO Management System for Altisource U) Equator—Certified User Cn RESNet/AMP- User 2. CD REOTrans/Equator- User Microsoft Office /PDF/Paperless a-Fax Point/Calyx—Loan Originating System LANGUAGES — English, Spanish and in process learning Mandarin I'8'L gvv'6d 40313ed Kim Leon 7342 Corona Valley Ave. Eastvale, CA 92880 909.884.6891 Email: kin0con a nhsie.or-_> Mission: To utilize my project management, leadership, managerial, technical and professional skills to achieve the organization's vision and mission. F_mnlovment Historic& E__rnerience: Oct. 2013 to Present: Neighborhood Housing Services of the Inland Empire, 1390 N D Street, San Bernardino, CA. Position: Redevelopment Specialist Manages the rehabilitation of qualifying homes and mobile homes, which includes: Initial inspection, generates D the scope of work and estimates rehabilitation costs, prepares bid, assists the client or the organization in choosing A) the contractor and supervises work to completion. Projects located primarily within targeted neighborhoods = within the City of San Bernardino and the Town of Apple Valley. Performs research and produces technical M and staff reports. Graduate of NeighborWorks Post Purchase Class 2014. 2011 to Jan 2012: Consultant to the Coanty of San Bernardino Redevelopment& Housing Department: -�°a 385 NArrowltearl,3`d Floor,San Bernardino, Ca 92415 Phone: (909) 387-439 Position: Project Manager Cn Duties: Contracted by the County Redevelopment & Housing Department as a Project Manager to perform program development for neighborhood revitalization. Developed the Revitalize Our Neighborhood "RON" Program. The program addresses exterior rehabilitation and upgrades for qualified owner occupied homes in = targeted unincorporated areas of the County of San Bernardino. to Fn Abandoned and Distressed Property Program: Researched and prepared a staff report to address the County's G, continuing high foreclosure rate and the increased rate of abandoned and distressed properties in neighborhoods and Pb how the County might mitigate further deterioration of its housing stock. X Sept 2005 to Oct 2010: 01j,of Ontario, Ontario Housing Agency � 208 W Emporia, Ontario,CA 91762 Position:Neighborhood Improvement Specialist. Duties: Coordination of the City's efforts in the preservation of residential neighborhoods, low and moderate income housing and affordable single and multi-family housing through rehabilitation and renovation of residential o units. Project Manager for the construction of building additions/a Iterations and repairs for single and multi-family homes and apartment complexes. Coordinated public and private personnel to ensure cooperation and adherence to codes and regulations. Inspected assigned construction project, estimated budget for project construction, prepared c the scope of work for bid requests, awarded contracts and managed construction to completion. _ September 1989 to November 2003, Count}, of Orange, Housing & Contntunity Services Department, 1770 N Broadway,Santa Ana, CA 92706 c Ditties. Position: Administrative Manager I/formerly Staff Analyst Ill—January 1997 to November 2003 Wrote and issued Requests for Proposals (RFPs) for the development of affordable housing within the County's U) jurisdiction. The initial lending budget for development loans was $19 million from various Federal and State Agencies. Responsible for the annual RFP technical assistance conference and training for developers and non-profit 0 organizations. Established the evaluation criterion, reviewed proposals, project proformas and feasibility of financing y structure. Extensive knowledge using a variety of funding sources for the development of affordable housing including: CDBG, HOME, Redevelopment, County issued Bonds and Federal and State Low Income Housing Tax Cn Credits. a Ditties: Position: Housing Counselor—Oct 1994 to Jan 1997 0 Responsible for the PHA's fraud detection program, hearing officer schedule, dispute resolution between landlord -- and tenants and processed damage claims. Counseled tenants on program options. Responsible for operation of the Family Unification Program. Ditties: Field Representative—Sept 1989 to Oct 1994 Inspected and placed tenant participants in the Section 8 rent subsidy program. Inspected rental units for housing quality standards, negotiated leases handled tenant landlord disputes. Education: Richland Community College, Decatur, Ill.,General studies, Business Millikin University, Decatur, Ill., Physics Volunteer State College, Gallatin,Tennessee, Major: Business, Minor; Accounting I'8'L L Lt V 'Bd 3a)f�ed t3onnie J Brooks 14445 Fontaine Way, Victorville, CA PH: 760-522-7975 • Professional Experience n Neighborhood Housing Services of the Inland Empire San Bernardino, CA Redevelopment Specialist 2013-present • Scheduling and oversight of multiple construction projects including acquisition, rehab, resale, mobile home rehabilitation grants, and owner-occupied rehabilitation loan projects • Preparation of budgets, proformas, specifications, estimates, solicit and award bids, prepare contracts, maintain contract compliance, obtain lien releases, process payment authorizations °—' • Instructor for agency's "Homes and Hammers" class, a hands-on home maintenance class, empowering iN homeowners to take on and complete home repair projects Z x rn Z p a Bonnie J. Brooks General Contractor San Bernardino, CA General Contractor 1991-2013 • Sole-proprietor of construction company, California State License#621484 • Locally based company serving government, corporate, business and private clients • Estimation, bid and contract negotiation, equipment and material management, and in field construction o management C • Supervision of sub-contractors and employees s CD x 0 c 5' Neighborhood Housing Services of the Inland Empire San Bernardino, CA o Director of Construction 2001 - 2005 • RME of organization's Corporate Contractor's License #745831 Scheduling and oversight of multiple construction projects including SFR, MFU, and rehab • Coordination and oversight of$5.6 million government construction grant programs -a * Site identification, feasibility analysis, Phase I and II environmental, property acquisition Cn * Collaboration with city and county officials regarding grants and new construction projects °—' • Interaction with architects, engineers, surveyors, planners and other building officials to ensure efficient Cn project completion; supervision of staff, construction crews, and sub-contractors • Preparation of budgets, proformas, specifications, estimates, solicit and award bids, prepare contracts, 0 maintain contract compliance, obtain lien releases, process payment authorizations Skills & Additional Training • Construction and Production Management Certificate, Neighborhood Reinvestment Training • Lead-related Construction, Project Monitor, HUD approved training • Managing Environmental Challenges, California Center for Land Recycling • AS Degree, Business. Majority of coursework in Real Estate and Construction • EPA certified, Renovator, Repair and Painter Course (RRP) I'8'L 8VV 'lid 18M312d NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D w 0 3 0 O U) m it I N CHDO Designation Letter Z 2 (n m w A 00 a) "n .D O Q W 2 O C N 3 City of San Bernardino CD N 0 Affordable Housing Projects O U) 2) ra•c;; t *4` ;.. San Bernar no NM > rt 41 0 S 3 CD 7 -00 March 19, 2013 0 N G1 ,N Ms. Clarice Wilson = Human Resource Manager Fn NHSIE, Inc. W 71390 North D Street CO San Bernardino, California 92405 Re: Community Housing Development Organization (CHDO)Re-Certification •o Dear Ms, Wilson: CL The Successor Agency of the City of San Bernardino ("Agency") has completed its review of your CHDO a application and the additional information provided for clarifications. As a result of the review, your xAgency has been determined to met the minimtun requirement for CHDO designation under the checklist 0 guide of the U.S. Department of Housing and Urban Development ("HUD") regulation 24 CFR Pail 92 Subpart G Section 300 and CPD Notice 97-11 Attachment A. e3 c This letter will serve to certify and recognize NHSIE CHDO with the Agency. Good luck with your endeavors in assisting and partnering with the Agency in accomplishing its affordable housing objective N of creating and preserving the City of San Bernardino housing stocks, -°00 Should you have any questions, please contact me at(909) 663-1044. 0 N SiIlcerely, M CD Aa c 0 Musibau Arogundade Project Manager �•8•� 201 North E Street,Sucre 301 •San Bernardino,California 92401-1507•(909)863-1044 -Fax(909)888-9413 Email Info®sbrda.org-www.sbrda.org I 09b 'Eid IGIOBd NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D a� 0 O O W a) N Potential Property List I Z 2 m Property Photographs W M T O s? m fD 2 O C N O <D' f7 N City of San Bernardino 0 O cu Affordable Housing Projects CD n o� I'8'L [ 49t, 'Bd 10313ed POTENTIAL PROPERTY LIST Targets for Acquisition Flagged by Code Type 0 Belle St.- Next to 1243 Belle St Vacant Lot D 1244 N. Waterman Ave. Vacant Lot 1248 N. Waterman Ave. x Abandoned Property 1387 N. Belle St. x Abandoned Property CD 1253 N. Belle St. Vacant Lot 1496 N. Belle St. Abandoned Property 0 1541 N. Belle St. Abandoned Property 0 1594/1592 N. Belle St. Abandoned Property ai 0 Wall Ave.-Next to 1228 Wall Ave. Vacant Lot it N 1256 N.Wall Ave. Vacant Lot �Z 1268 N.Wall Ave. Vacant Lot x N 0 Wall Ave.-Next to 1235 Wall Ave. Vacant Lot Fn 1353/1355 N.Sepulveda Ave. Abandoned Property 1405 N. Lugo Ave.(4 Units) Abandoned Property co 1320 N. Lugo Ave. Abandoned Property X 1312 N. Lugo Ave. Abandoned Property 2137 N.Sierra Way Abandoned Property 1912 N.Wall Ave Vacant Lot 0 0 Sepulveda Ave. next to 1911 Vacant Lot CL W 1896 N Lugo Ave Vacant Lot a 1666 N.Waterman Ave. Vacant Commercial Lot M = 1626 N.Sierra Way x Abandoned Property 1470-1472 N.Wall Ave. Abandoned Property 2096 N. Genevieve Vacant Lot „ 0 Arrowhead next to 2063 Vacant Lot 220 W. 20th St. Abandoned Property y 1714 N. Pershing Ave. Abandoned Property 283 W. 16th St Vacant Lot 0 1595 N.Arrowhead Ave Abandoned Property y 2129 N. Wall Ave Abandoned Property °—' 1767 N. Arrowhead Ave Abandoned Property m 277 E. 19th ST. Abandoned Property CD a 1532 N. Lugo Ave Vacant Lot ° 107 W. 13th St. Vacant Lot 1708 N. Mountain View Abandoned Property 1715 N.Arrowhead Ave. Abandoned Property 2075 N.Arrowhead Ave. Abandoned Property 1420 N.Wall Ave Abandoned Property C I'>3'L ;_ NJ Ak hr Ar • 5`� �:� r l.0. ��. t F �i ar r Y `z < • � F ! i � I• w � AST, £5v '6d IGMOed NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D rt tU n 3 4 O O N IN Block Party Flyer Z 2 U) rn w A 00 a) n O Q Cr 2 O C W CD(Q City of San Bernardino 0 Affordable Housing Projects O n �a� V9v'6d 48)Md r BLOC r n I PARTY Saturday J U N E 28th 3 xs 0 0 Z 11 11 • CO Inviting all local non-pront organizations CL c=n r age PQ c��°r. Cr J,. _7 Housing Resource Fair COME LEARN ABOUT... a Learn how to grow your own garden "a CREDIT SOLUTIONS o GET V! !31 0 PRE-APPROVED" FOR ' HOME LOAN ON ' • San Bernardino City Hall Court Street Square: 300 North D Street, San Bernardino, CA 91418 (comer of Court and E Street) Cheryl R. Brovm _� HHSiE [ 99V 13d IONOed NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D 3 O O N N Sources and Uses Schedule I Z Z N Fn w A a) it7 n O G. O �D 2 O C N 7 f'Q .0 City of San Bernardino a Affordable Housing Projects 0 N Cl) lD CD n O 7 [ 99V '6d 1031oed SOURCES AND USES SCHEDULE Sample Project, Acquisition, Demolition, Rebuild D rt Acquisition: 3 SOURCES: CONSTRUCTION USES: HOME Acq./Rehab Loan 57,630 Acquisition Costs 30,000 0 HOME Funding/ Demolition 10,000 Demolition Costs 10,000 PMP Weingart Foundation 136,370 Rehabilitation Costs 136,300 N Deferred Developer Fee 14,630 Indirect Costs 8,300 'Z Sale Costs 18,400 in Developer Fee 14,630 M TOTAL $217,630 $217,630 W co n Resale: SOURCES: PERMANENT USES: First Mortgage Loan 142,000 Acquisition Costs 30,000 Q Agency Down Payment Assistance 18,000 Demolition Costs 10,000 HOME Loan Write-off 67,630 Rehabilitation Costs 136,300 = Indirect Costs 8,300 °= Sale Costs 18,400 Developer Fee 14,630 °• TOTAL $217,630 $217,630 'Construction cost estimate is based on average local square-foot construction cost. This is not based on -°a prevailing wage requirements, as the number of units does not exceed 12 and does not trigger Davis-Bacon a requirements. CD CD o' S I"8'L 1.9V'Bd 1a13ed WEINGART FOUNDATION February 28, 2014 File No. 14 CS 319 D a� 3 Mrs. Dawn Lee Executive Director -o Neighborhood Housing Services of the Inland Empire, Inc. 0 1390 North D Street a San Bernardino, CA 92405 Dear Mrs. Lee: Z 2 rn Thank you for returning the signed Grant Agreement. w CO I am pleased to transmit a check from the Weingart Foundation in the sum of $175,000, which represents the payment of a grant to Neighborhood Housing Services of the Inland Empire, Inc., to be used toward core support. The reporting requirements were sent to you with the Grant Agreement. Should you have any questions regarding these reporting requirements, please contact your Program Officer. 0 CL Sincerely, 0 N 0 Fred J. Ali 0 President and Chief Executive Officer N Enclosures: Cheek: 0 0 to y 0 O' 7 t 1055 West Seventh Street, Suite 1200 • Lck Angeles,California 90017-2305 (213) 689-7799 • Fax. (213) 688-1515 1'8'1 www weengartfnd org f+: 851 .6d;a)IOBd n _ ; m ~ ai 0 -o O ) $ O r-i o Q r-i 'r' t6 0 N O • r 1 N to IN Z • (n _ r i uj p rn ¢ N In W co • N m, M, a 0o 0 CD T N O N.. R V N co 0 rn m ♦ wl� � i y O • Y, Q ♦ i1 CD i rr 1 Ln 2 ♦ O U s L.D C C • ^a ru W O Ln a CD 0 _E� ' rn E ui U) a� ru C : ru C m Z p r11 C O Z ao O 0 M v '' _• t c O O m $ C C%- O Q) r In CD 0s" � o �zW o O emu, co w„ M m «a o m r- � wz° a � .y r Q � 4 = �_ < a Z3° m v_ w a W � m N O z L c . N o w co o� a E w 3 cu a L mu- Z m Occ c O �° m }° 0 a0 R. I'8'L 69V'Bd IGVed AFFORDABLE HOUSING SOS. = ®IS � �, "PftCY=DfNG QilAt 11'f'AIFOftD/l1lL.�►iOilSiNi#11'!7NL�CITYDFS+[N BERIYARDINO" D 0 June 5,2014 3 a Neighborhood Housing Services of the Inland Empire y Attention: Ms.Dawn Lee, Executive Director su 1390 North"D"Street IN San Bernardino,CA 92405 z c=n Re: Amendment No. 3 to the Ward 1 — Mt. Vernon Adjacent Single-Family Acquisition, Rehabilitation Fn and Resale Master Agreement by and between Affordnble Housing Solutions of San Bernardino, Inc. A and Neighborhood Housing Services of the Inland Empire,Inc. co a) Dear Ms.Lee: T Enclosed for your records is a fully executed Amendment No.3 to the referenced Master Agreement. o Should you have any questions regarding this matter, you may contact me at (909) 663-2273 or Mrs. Daysi a Hernandez at(909)663-2271. su rr = Sincerely, O N (Q /G�,_ LJ/JJj,/10"" O Lorraine Wyche Consultant Enclosure: Amendment No.3 to the Ward I —Mt. Vernon AdJacccnt Master Agreement 0 Cc: Daysi Hernandez('With Original Executed Agreement) CD File o' Z 201 NOnra-E'3r"W,&u=1E 301 SAN av NAppINO,CA 92441-1607 PHONIC WO 883.2273 FAr WO ae"41 s 1'8'L; 09V '6d 10MOed AMENDMENT NO.3 TO THE WARD 1--MT.VERNON ADJACENT SINGLE-FAMILY ACQUISITION,REHABILITATION AND RESALE MASTER AGREEMENT BY AND BETWEEN n AFFORDABLE HOUSING SOLUTIONS OF SAN BERNARDINO,INC. :v s AND NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE,INC. -0 This Amendment No. 3 to the Ward 1 — Mt. Vernon Adjacent Single-Family Acquisition, Rehabilitation and Resale Master Agreement (this "Amendment No. 3") is entered into on June 4, M1,4 by and between Affordable Housing Solutions of San Bernardino, Inc., a California 501(c)(3) iZ public benefit corporation("AHS'), and Neighborhood Housing Services of the Inland Empire, Inc., a X California 501(c)(3) public benefit corporation (the "Developer), and is entered into in consideration Fn of the facts set forth in the following Recital paragraphs: W co -RECITALS- A. The Developer and AHS have previously entered into an agreement entitled "Ward 1 — Mt. Vernon Adjacent Single-Family Acquisition, Rehabilitation and Resale Master Agreement", dated as of August 12, 2011 (as amended on July 12, 2012 by Amendment No. 2, (the "Master Agreemen!" , o through which the Developer was charged to acquire, rehabilitate and resell single-family residences awithin a designated area of Ward 1 (the "Ward 1 Project'D in the City of San Bernardino ("City") utilizing funding from the HOME Investment Partnerships Program("HOME'). x 0 c B. One of the requirements asked of Developer in order to participate in the Ward l Project, as that term is defined in the Master Agreement; is that Developer maintain status as a c Community Housing Development Organization ("CHDO") in the City of San Bernardino in CD accordance with 24 CFR Part 92.2 of the HOME Final Rule. 0 v C. AHS and Developer desire to amend the Master Agreement to expand the Target Area -"°0 to be included in the "NHSIE Target Area" to encompass the entire Ward I in the City bounded by Sul Cn Street to the north, the 1-215 Freeway on the east, West Spruce Street on the south, turd Mt. Verntsn Ch Avenue on the west(the`NHSIE Target Area'). Also to include Ward 2 "Waterman Gardens Project Area" bounded by Highland Avenue on the north. Barton.Street on the east, East b` Street on the south, and North "E" Street, on the west (the "Watermmn Gardens Project Area") deocted in Attachment"A"to this A gr em-(the."Wand 1 Target Area Map"and"Ward 2 Project Area Map"). D. AHS has determined that the expansion of the Target Area pursuant to the Master Agreement and this Amendment No. 3 and the fulfillment generally of the purposes of the Master Agreement are in the vital and best interests of the City and AHS. NOW, THEREFORE, N CONSIDERATION OF THE M1:"t"UAL COVENIANTS AND COltiFDMONS,CONTAili+FEaRE I ,ARS AND THE DEVVLOPER,AGREE AS FOLLOWS., 1 � 3$Apwaa A101cia[Kt1AH5 AP�4�1ON111aid I�•M�dawrt Ve 3VI6-0�1�Mnendmew!:O.3 M�Ma APeemwe(fiHSat)dent 1'8'1 OV '6d 10310ed \r.r Section 1. References to the Master Agreement; Defined Terms. (a) Unless the context of the usage of a term or ma otherwise hrase in this Amendment No. 3 P y require,the meaning of words and phrases as contained in this Amendment No. 3,which are indicated D by an initially capitalized letter, shall be the same as set forth in the Master Agreement. rt (b) The information contained in the Recitals as set forth in this Amendment No. 3 is true and correct in all respects. CD 3 Section 2. Specific Amendments to the Master Agreement 0 o (a) The Master Agreement is hereby amended by this Amendment No. 3 in the manner as indicated in this Section 2 and which changes and amendments shall be effective from and after the N date of approval of this Amendment No. 3 by the Developer and AHS and execution hereof by the = parties. Fn (b) The definition for`NHSIE Target Areal'in Section 2 of the Master Agreement is hereby W amended by replacing the definition with the following definition: CO a) "NHSIE Target Area. The term "NHSIE" Target Area" shall mean and refer to that area of X Ward I of the City bounded by 9h Street to the north, the I-215 Freeway on the east, West Spruce Street on the south, and Mt. Vernon Avenue on the west (the "NHSIE Target Area'). Also to include Ward 2 "Waterman Gardens Project Area" bounded by Highland Avenue on the north, Barton Street on the east, East 6`' Street on the south, and North "E" Street on the west (the "Waterman Gardens CL Project Area") depicted in Attachment "A" to this Agreement (the "Ward 1 Target Area Map" and >s "Ward 2 Project Area Map')." o Section 3. Effect of Amendment No. 3. Except as modified or amended by this u Amendment No. 3, all of the provisions of the Master Agreement shall remain in full force and effect ca following the effective date of this Amendment No. 3. 0 CD f 0 I 8 N Z -a0 r f I 0 CD o •�l&p !If �I1 2 PAA�WS ASNedn Ai3wNm"W AHS Ai/amaets',W I4%Wwd 1 Project-Ammknw No.3Z644-14 Ameo/mml No 3 b Meet 40MMM(NHSMJ}dote I'8'L Z9V'6d 10313ad IN WTINESS WHEREOF, the parties hereto have accepted and made and executed this Amendment No. 3 upon the terms and conditions and with the provisions as set forth above and as of the date first written above. AHS D Affordable Housing Solutions of San Bernardino, Inc. 3 a California 501(c)(3)public benefit corporation 3 Date:_ By: �°, AIWParker, Chief Executive Officer N I Z 2 Ch Fn DEVELOPER W Neighborhood Housing Services 00 of the Inland Empire,Inc., a California 501(c)(3)public benefit corporation n =� Date: {t4 By. CD o a m a = Title:__. birecice- 0 c y O ID n N O O N cn CD CD n O 3 a 3 P A4" AjjV-%j 4 A9vgdi 111ackrnrnr•A►IC tpermrnl^<114W,td'P+mt;l imendmC.r\n ' +,.lu. 4 lrmylmem�N, t4.fstn tr,.ernem \iltlFtrs� I'8'1 £9V 'Bd 10MOBd Attachment"M Ward 1 Target Area Map And D Ward 2 Project Area Map -v O O a� N I Z 2 N rn w CO A T 'D O O. a fD 2 O C Ul O (Q O cD f'1 N 'O O O N N lD n O I'8'L Moll I F t A+ +e * a erman .G*M ents ApMtrlr3T ° t m 3 is P K, �� �,, a�i t: vFiu�D 4. s d kMa .w 1'A1tSt' X CL Uti.si+ A o f�tds t6 ti dc' ca ;«"� �{F�.t�-["r. s��J• �s ECG � �,4,.�{��L,1� J �.. ��j �' Q p CL EMU 1p y �► x Cog a 00 W emu WO*& a � 4 SL=rjwm Lot o Q 0 SL r R 1n. N � Packet Pg.464 7.B.1 ,r . Er LIL c �,n yi,..v.�-• -+�_...._n,.,x.:.: _ ._�, a.. „-F J. ", ,µ.ti, LEw.xnrf� a+mm y. 7 F �`° d O m w .. O AIM $, a V O 1 w '1 - co Ui,S� xuY✓ ro vA �". uj 7="� �a r r .. O tni k a •r c O +� Packet Pg. 465 99V '6d 4813ed NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE D a� n 3 E3 CD O O w a� N Authorized Official Certification Form I Z 2 Cn M w 00 a) n O v as fD O C N cc City of San Bernardino N 0 Affordable Housing Projects O Cn a) W CD CD n 0 I'8'L L9V'6d 1840ed City of San Bernardino - RFP for Affordable Housing Projects Attachment C AUTHORIZED OFFICIAL CERTIFICATION FORM The undersigned certifies, to the best of his or her knowledge and belief, that: D A. No federally appropriated funds have been paid, or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering ointo of any cooperative agreement, and/or the extension, continuation, renewal, o amendment, or modification of any federal contract, grant, loan, or cooperative N agreement. a ,Z B. If any funds other than federally appropriated funds have been paid or will be paid to any N persons for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or an employee of a Fn member of Congress in connection with this federal contract, grant, loan, or cooperative P. agreement, the undersigned must complete and submit Standard Form-LLL, "Disclosure co Form to Report Lobbying," in accordance with its instructions. T C. The language in Paragraphs A and B above must be included in the award documents for all sub awards at all tiers (including subcontracts, subgrants, and contracts under grants, loan's, and cooperative agreements) and all subreciplents must certify and o disclose accordingly. a D. The information and statements contained in this Application and any of its Appendixes M are true and correct. x 0 v E. Any HOME funds awarded must be used in accordance with all laws and regulations governing the HOME Program and other applicable laws. °. F. Neither the Applicant nor any of its principals is presently debarred, suspended, N proposed for debarment or suspension, declared ineligible or excluded from participation in the HOME Program by any federal department or agency. oG. No member, employee, officer, agent, consultant or official of the Applicant, nor any member of its immediate family, during his tenure or for one year thereafter, must have any interest, direct or indirect, in any award of HOME funds made pursuant to this CD Application. CD 0 0' H. Any changes in the facts and information supplied in this Application, or in any of its Appendixes, may result in denial or withdrawal of any HOME funding awarded. K. The Applicant will not invest any more HOME funds, in combination with other federal assistance, than is necessary to provide affordable housing. L. The Applicant possesses the legal authority to cant' out the HOME Program in accordance with the HOME Regulations. Page 1 of 2 I'8'L i 89V'Bd 1843ed City of San Bernardino- RFP for Affordable Housing Projects QW.-I M. Where applicable, the Applicant will comply with the HOME Regulations relating to acquisition and/or rehabilitation, relocation, and to maintaining a drug free workplace. a Executed this . day of. %LUW �0 I y rt n By. wu , Lee rt Print Full Name of Applicant -o o < n By' Applicant's Signature N Z Cn G(Oaov, Nfe- `a( rn Applicant's Official Title w A Co 'n 'O O CL M 2 O C N 7 .0. n rt N O O N al M M f'1 r+ O 7 Page 2 of 2 I'8'L 691►'Bd 4043ed z; CD 0 Ye ZN � LUT , m Q z0 w Z J O r i t ' 3 V ' Z w iii -, :D — rvo — 0 _ _N = 0 LU z c z A r® °) 0 0 u- 0 Z7 CL 0 0 -- r, V? 0 U. 0 Q Q ..� W O Q L N t� C4 v I O > > W fD 0 N CL U O m a = zs 0 0 UO � a) o W >1 N C V LU'8'L D 3 CD -s O O (n w W Ch O n N B O 2 _ L v � W �o 0 •0 W O ,v o V) N •- u O •- o D i O N N . 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Y o o ° w a p a I L O c o 0 I I } fi N -Oi V Q V �7 N Fs- C� Fes- a w'8'L > � & o g \ \ \ 2 2 � ' uj � 0 / \ / \ _ _ » U 0 £ cn ) / % U 2 U = 3 7 \ U E \ E O ƒ o / \ o k J \ q 3 £ c Lo \ � / O Q _ 7 : \ § o G 0 - \ § o e $ n / \ - { ƒ \ § \ / / (ƒ \ @ k 0 \ 0 -0 U & e_ E 4— ! o 2 U 3: ; E B ? / G / 0 k \ \ U � ' ƒ � e_ % _v 2 § D o E $ ® 2 U 7 LU m a O © o t / ƒ 0 f \ & \ \ ƒ / / N § « \� ) E o E & 0 I \ \ o - D 0 2 \ \` k E m c;) \ © a o E o :\ 0 § & o o $ 7 \ ) $ 0 / \ / – o t / 5 $ f s \ a a") / k e § 0 n » \ 0 § \ J ƒ § E o % § k \ / � k : / / 2 / o \ ; - § 2 < i \I E / 7 , a) _ _ § t ± O § f / \ / \ ? e 5 o § ( ' \ f f $ 5 $ \ U k � E § e % a o § (. . ° a / / 5 � � Lo k 5 . m-e•Z 7.B.m � EXHIBIT 23 = SECTION 3 BUSINESS CERTIFICATION FORM o (Required for Contracts which Exceed $100,000) a� (. W Business Name: l`rt �-' I� � � G?s�3Z'S qc. o 0. Business Address: \ i a Telephone Number: (�J 3 '/SS9 Contract/,Bid Amount: $ a� The above mentioned business firm is a Section 3 business concern based on the following qualification: CL a� 1. ❑ 51-percent owned by Section 3 Residents (Submit Resident Certifications with this Business Certification Form), or 0 2. )4 At least 30-percent Permanent,full-time employees are Section 3 Residents Total Number of all full-time employees (b _, Number of Section 3 qualified Employees (Submit the Resident Certification form(s) with this Business Certification Form), or 0 w 3. ❑ Written Commitment(Section 3 Economic Opportunity Plan), outline intentions to: Hire Q Section 3 qualified residents at least 30-percent aggregate new hire positions, and/or o Subcontract 25-percent or more of the contract amount to Section 3 qualified business LL concerns. Ix M Specify ethnicity of business ownership: _ U W RACIAL BACKGROUND: Mark an"X"below,next to the category that best describes your origin g SINGLE CATEGORIES DOUBLE CATEGORIES American Indian/Alaskan Native ❑ American Indian or Alaskan Native AND white E ❑ Asian ❑ Asian AND White N ❑ Black/African American ❑ Black or African American AND White = ❑ Native Hawaiian/Other Pacific Islander ❑ American Indian or Alaskan Native AND Black or African American ❑ White ❑ Other—for individuals not identified above ETHNIC BACKGROUND: Mark an"X"below, next to the category that best describes your ethnicity J<Hispanic/Latino ❑ Not HispaniGLatino E s O U C O N Y 2 THE U DERSIGNED E RES THAT THE ABOVE INFORMATION IS COMPLETE AND CORRECT w g Signal f Owner/Principal Date 4 liar-, r� Business ITame License Number U) O tZ O L To Be Completed by Local Contracting Agency a c Preference Category: ❑ Targeted Service Area ❑ Youth-Build ❑`Other.. m t Census Tract Number(s): .r Q - 136- Packet Pg. 487 88V 'Bd 4843ed > -a - O N _ 0 O p L c OD O u a 0 CO CD O. 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V u 3 0 — LU = Q m o W A }O Q >° 3 a E a o O O a) a s Q O 3 L L V\ 0 o °� o 0 r1 r I Oa) O O a } 07 a O n G D o ,O O } -p t O O w M N N — Q a L g Q J a 40- 0 c E 0 a + a >,-0 a) O _-__. .__-..._ O V L — s O O o O C II L — O -,g- o L t N m a N sz o 0 0' - E a - N — o s !A Q a" } � � °, • s a) N .NU N E -a "a O o, NY a�i o = Q a 3 o • i a� • s`WW •• • L a •_a O- aQ) a a ,o ao w a m E L t - a) > o, -S o N -0 -0 "') a v a a } s - a) s m :a ate U } — m E f O o 5) CD LU O .(D CL CL >O 0 u O CD 0 a) E O X }O a p O } Q _4 u N L w Y- m o ° 3 a� o •� o m Q o CD> a) 0) c 0 a o C p c ' L a O V 0 0 a O_ > N i Q Q (> '9 ol a m ' °' > s o _ s> 0 s 0 • F- E m vi Q - - - - UJ'8'L 7.B.m Ofice. 714-647-9844 ---'---------- Cell: 714-240-2559 r- - Fax: 714-647-9843 d Realtor A c martin@a martincueva.com O Car He'C 'You Se8 or Buy Your Nome Fasters DRE License. 01103656 a� Residential Multi Map > Q - Orcttid Dr N rc,rici i O v. 4 IX = a 23rd St OL d N E Highland Aw: F i s d_ ZI O E L �- 0 ZZ r. Q z 5 Nth 51 y — t r. ioth St ' r 0 va > �i! Stitt G,mordh � a O C C o z v , '4ve SvCCur Cornt�i - 4i L lf3th St v �O C E 18th St C Sr O r.. a O t''I- G t _ 1 1 17th St 7ttr 5; — E 7t�St m — � Q PavrlcSt =:.ific St Pacific St S,.rr GOR&O IO Pa: 0- u u U. J Anson Sr ? c (j Q a 61`fCln S' •`� C. Q C U X > 4 c ti rc a H r9 ,Y C O CO <' ° Cr t 2 d LL ? Fishet S! E q` Fisher St o Lj W � m Amanda Si q r < Am, W fu W Q c• fu Jane S; c lane 5! v O p n Walkef St 13th St c Cr Ib E Cr W31ker St = LL In n w O 0 C? E Baseline St Base Line-St_ _-Base Line.St c a► bind _ n €20'4 hlttrosof, orroraty r•IT i:'4 Nor. >_ E ------------ O V 25170 19th ST, San Bernardino 92404 0 1 R­MLS #: List Price: Status: Bds: Bth: SgFt: Lot SF: SType: N PW14132063 ,$159,900 Active 3 1 1,217 8,700 STD Y W %'Z037 E 18th ST E, San Bernardino 92404 f° 2 � List Price: Status: Bds: Bth: SgFt: Lot SF: SType: ;IV14123920 $168,888 Active 4 2 1,388 7,776 SPAY R O rZ Q1677 Dumbarton AV, San Bernardino 92404 O 3 MLS #: List Price, Status: Bds: Bth: SgFt: Lot SF: SType: a >°,f,_ _ V13214028 $170,000 Active 3 2 1,284 7,935 STD d ft IM104 Pacific ST, San Bernardino 92404 LS #: List Price: Status: Bds: Bth: SgFt: Lot SF: SType:V14050848 $184,900 Active 4 2 1,482 6,000 NOD,SPAY 4 Packet Pg. 491 7.B.m 0 996 ELM AV, San Bernardino 92404 5 LS #: List Price: Status: Bds: Bth: SgFt: Lot SF: SType: 0 rr r 14116039 $199,990 Active 4 2 1,300 8,591 STD V d Search Criteria Cn Status is 'Active' Type is 'Single Family Residence' N Structure Attached? is 'Detached' 0 Q City is 'San Bernardino' o Latitude, Longitude is within 1.00 mi of 2037 e 18th A San Bernardino, Ca 92404 a Current Price is 120000 to 260000 Bedrooms is 3 to 9 Selected 5 of 13 results. d 0 L © 2013 CRMLS. Information is believed to be accurate, but shall not be relied upon without verification. Accuracy of square footage, lot size and other information is not guaranteed. N O Martin Cueva +* _ d ca E. 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The contract price at $329,000 y this time is$329,000. My Realtor opinion on the value after re-habing the property with required repairs could be worth about$349,000. o a 2255 E Sunrise Ln This owner just purchased property on 8/8/2013 for$355,000 I .y 2265 E Sunrise Ln Talked to the owner and he told me if we wanted this units he o wants a price of$360,000-$380,000 and his units are only 2-2 = each unit, 3,584 square feet. Maybe once we get the appraisal d we can see how close we are to this price. 2275 E Sunrise Ln They do want to sell,we are in escrow already.The contract price at $329,000 0 this time is$329,000. My Realtor opinion on the value after re-habing ¢ the property with required repairs could be worth about$349,000. w CL 2042 E 19TH ST Went to the units and knocked on all 4 doors and only 2 answered u- they both did not want to give me the information of the owner to call them. I tried to get the number other ways and I was not able to get it. 2094 E 19TH ST No equity. They purchased back in 2006 for$599,000 and they owe about$457,566 per title information. _ U 2178 E 19TH ST Did get the seller information, I called over 6 times and they never W returned my call. a� E 2196 19TH ST Talked to a representative of the owner and they talked to the owner and they called me back to let me know that Regina the owner is = not interested in selling. 2198 E 19TH ST Gina is the same owner as units at 2196 19TH Street SB E Martin Cueva Certified Hafa Specialist p Realtor DRE#01103656 Certified Short-Sale Specialist CERTIFIED DISTRESSED soil nq-!'e f.rectos-r't•(I is", U PROPERTY EXPERT" uae yvrr co: .r�.o;a urr,e.` C Advance Realty Office:(714)647-9844 O Dated: 6/25/2014 martin @martincueva.com Y v W ca M N O M O L CL w c s Packet Pg. 495 F 96V '6d 40)13ed D s } T � o � s a . CD � X � o a o O `mU � LU N _ > `L SU L 0 Q O N i N O l m :t a s s R t LO o f f CC) L _ i _ Q � � N > O = i. . 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Adhesives Adhesives must comply with Rule 1168 of the South Coast Air Quality Management o District. See attached VOC Limit Charts. a N Sealants/ All caulks and sealants, including floor finishes, must comply with regulation 8, rule 51, of 0 Caulks/Finishes the Bay Area Air Quality Management District. See attached VOC Limit Charts. °' 0 L CL Particleboard All particleboard components shall meet ANSI A208.1 for formaldehyde emission limits or Im Components all exposed particleboard edges shall be sealed with a low-VOC sealant or have a factory applied low-VOC sealant prior to installation. All MDF edges shall meet ANSI A208.2 for o formaldehyde emission limits or all exposed MDF edges shall be sealed with a low-VOC = sealant or have a factory applied low-VOC sealant prior to installation. d 72 M SITE WORK o DEMO Q Exterior: Demo all existing trash&debris throughout property. Demo existing carport cabinets and L doors. Demo existing staircases and front deck. Demo existing trellis,posts and footings 0 (below grade). Include all haul off and dump fees. CL AC PAVING IX Patch, repair and slurry coat existing parking lot area. Including restripe and parking blocks as needed. co ' °ORTS M Replace carport roof with new 24 gauge carport roof including new metal fascia. CuNCRETE _ U Remove and Replace existing parking lot stairs with new stair system per current building LU code. Replace courtyard entry stairs with new stair system, including courtyard walkways. Stairs to have 4"curbs on both sides with deepened footings. Install new c concrete landino pad and concrete footinos for new stair systems. N TRASH ENCLOSURES Repair existing trash enclosure as needed. Install new steel gate enclosure with = approved appropriate locking system and cover. LANDSCAPING = Remove all dead&dying plant material. Remove turf areas. Remove weeds and treat E planting areas with Round Up or equal. Repair/Replace existing irrigation system and E install drainage system from back of property to the front. Trim existing trees as per city U standards. Prepare turf areas and plant fescue seed. Prepare planting areas and install plant material per Owner's approval. Provide splash blocks and mulch material at all N required locations. Install new 4"curb at parking lot/landscape area. All irrigation components to be of weather-sensing,water usage efficency and must include W operational programmable controllers. � STRUCTURAL STEEL Remove and replace existing stairs for 2nd floor unit access. Remove and Replace existing posts and footings at 2nd floor balcony unit. M ORNAMENTAL RAILINGS Replace existing entry gate, parking lot fences and vehicular gate and hardware. Install N new balcony railing to meet current code. Install new handrails at entry and parking lot p- stairs to meet current code requirements. New materials to be galvanized or metalized o and primed prior to application of finish coat per KTGY approved exterior elevation color a scheme. Provide motorized vehicular gate controlled by remote system with (2) transponders,gate motor will need to be enclosed. New handrail at parking lot stair location. PL...sTER/STUCCO ca w Q 3 J� J Page 1 of 8 2275 Sunrise Rehab Spec v 6 25 14 Packet Pg. 501 7.B.m �. F_ M27 9 1; 0 ­'111 1 Mary Erickson Community Housing � 2275 Sunrise Lane Design Specifications 6/25/20'14 U) Section Description N Repair or replace existing stucco at all damaged or deficient locations. Existing stucco a patching to be ground, prepped and covered to match existing adjacent surfaces. Include o stucco patching at trellis structure attachment. Apply new stucco finish to existing trash (- enclosure. Install new stucco-coated foam surrounds at all window locations. to d 0 L a a� N O X m �a L �° w a L O W OL NLL N I.I. 00 M U W c N O O 2 3 E E O U c O N Y v W to M N O Q O L fL _ V Q Page 2 of 8 2275 Sunrise Rehab Spec v 6 25 14 Packet Pg. 502 7.B.m fal Mary Erickson Community Housing o 2275 Sunrise Lane Design Specifications 6/25/2014 Cn N Section Description O EXTERIOR PAINTING c Contractor to provide all labor&materials required to complete Exterior Painting of Entire d Property with Dunn Edwards or approved equal Low VOC GS-11 products per KTGY ' approved exterior elevation color scheme. Pressure clean all exterior surfaces at 3,000 PSI. Scrape,sand or wire brush to remove all loose paint. Re-nail loose siding and trim. m Caulk all wood joints as needed with approved material. Submit specification for o approval. Repair stucco as needed and trench 4"around buildings. Prep and paint a previously painted wood surfaces including fascia,window surrounds and other wood = trim, utility and trash doors,stairway railings including. Prep and paint all stucco surfaces. Prep and paint all previously painted metal surfaces including wrought iron, _ building light fixtures, carports. Paint all patio walls/fences, posts, chimneys caps. All hooks,screws and nails to be removed from stucco surfaces, patched and painted. Q Hooks,screws and nails are not to be reinstalled. Prior to painting all hardware, accessories, 9 ,lates light fixtures and similar items are to be removed and replaced after P O All adjacent surfaces to be protected from painting elements. An splatter, , painting. 1 P P 9 Y overspray or spillage will be immediately cleaned and the surface will be restored to its Q original condition. All paint materials to be applied free of drips, sags,skips or other o defect.Wood surfaces(fascia,window/other trim)to be primed with Ultra-Grip, Multi- a Primer and painted with ACRI-Hues 100%acrylic paint. Wood doors to be primed with U_ Ultra-Grip 100%wood primer and painted with Permasheen 100%actrylic semi-gloss enamel. Stucco surfaces to be primed with Eff-Stop Concrete Sealer and painted with t° 00 ACRI-Flat 100%actrylic masonry paint. Exterior metal surfaces to be primed with rust M preventative primer and painted with Syn-Lustro Industrial Maintenance Enamel. 2 SIGNAGE U W Fabrication and permanent installation of all required signage(address ID to be minimum 6"in height of a contrasting color to the building and placed in an area visable from the steet; Unit ID's to be minimum of 4"in height of a contrasting color to the building and placed on the stucco adjacent to the door;Address ID for vehicular gate access from back 3 alley of reflective material), submit sample of all signage to Owner for approval. O SITE LIGHTING Installation of new wall packs and installation of new or upgrade to exterior lighting as = needed as per Owner's approval. Install 100 W Flourescent Parking Lot light and New 42 E W Flourescent exterior building and stair lights at existing, required and/or approved p locations. Exterior building lights to be placed on new or fully functioning existing photo V cell. Installation of new or upgrade to high efficency carport lighting as needed. Replace p existing T-12 or incandescent lighting in laundry room and replace with(2)2-lamp T-8 Y flourescent fixtures. laundry rooms to be placed on occupacy sensors. Add new circuit L and wire for new vehicle gate at approved location. W M N O Q O L a r c E M r Q 4 _�J Packet Pg. 503 _.r Pane Z of R "7A Cunrfcc P=hnh Cn—.,a Or 9e I 7.B.m Mary Erickson Community Housing o 2275 Sunrise Lane Design Specifications 612512014 • ''Des,cription 0 0 UNIT INTERIOR 0- DEMO a General: Demo existing windows,window bars,window coverings(blinds),doors,door jambs, N base, casing,wardrobe doors, countertops, cabinets, appliances, hall linen cabinet doors (shelving and face frames to remain), HVAC components, light fixtures,electrical d receptacles,switches,electrical cover plates,flooring, shower enclosures,tubs& L- showers,toilets, sinks&lavatories,faucets, smoke detectors, hinges,door stops, door L hardware,thermostats, tub/shower fixtures, drywall per new electrical installation layout, c_ drywall and insulation at bathrooms back to existing studs,demo drywall&insulation at N 3 kitchen wet walls,demo drywall at laundry room wet walls as needed and demo drywall at 0 all specified existing water damaged locations. Include all haul off and dump fees. m .n Final Clean: Provide complete cleaning/janitorial services prior to units being returned to owner. This cleaning is to include interior windows. All carpeting to be vacuumed and free of debris. Lp All new blinds&valances to be dusted or spotted as needed. Walkway up to front door to be swept off. Clean front doors and doorknobs. Entry flooring to be cleaned. All interior C windows to be cleaned and clear of construction dust. Exterior Sliding Glass Doors to be W cleaned.Back Patio to be swept and cleared of debris.Removal of all factory stickers from LL all new appliances. Clean stove top, hood and vent. New dishwasher, refrigerator and washer and dryer to be cleaned. Plumbing fixtures to be cleaned. All cabinets and drawers are to be cleaned inside and out. Kitchen floor cleaned. Countertops washed. Sinks are cleaned and polished. New and existing light fixtures to be cleaned.All toilets to be cleaned. All bathroom and laundry room floors to be cleaned. All finish hardware to be cleaned. All mirrors to be cleaned. All tub/shower enclosures to be cleaned. U w FINISH CARPENTRY Exterior Doors: New 6-Panel, 1-3/4"minimum thickness metal exterior doors with(3)new 4"satin nickel c hinges. New weather-stripping shall be aluminum and vinyl and installed after surface is y completed and dry. o Security Doors: New metal security doors,with secured door hardware box welded in place and metal frame with one-way screws. All metal surfaces to be of galvanized or metalized materials and primed prior to application of finish coat, unless factory powder coated. Install angle iron door stops welded to frame. E Thresholds: New aluminum thresholds and door shoes shall be installed at all exterior doors with 0 0 aluminum/vinyl drip cap door shoes*(channel type), sealed to be watertight. r- Interior Doors: TM Cobb or equal, 6-Panel, 1-3/8"minimum thickness solid core interior doors with(3)3- Y 1/2"x 3-1/2"satin nickel butt hinges. 0 Door Jambs: New rabbet type entry door jambs with new stucco moulding as required. New interior flat W type doorjambs to include new wood(pine material stop moulding). es Sliding Closet Doors: White, light grain, bi-pass wardrobe doors. Base: El&El Wood Products,#304MUL 1/2"x 3-1/2", or approved equal. M Casing: El&El Wood Products,#121 MUL 9/16"x 2", or approved equal. �a w 0 CL 0 L- 0. w c m E c� w Q Packet Pg. 504 P.—d of R '"7A IP—A .P.hnh Resin.,R 9F 1d 7.B.m o J4 a A"= a W- Mary Erickson Community Housing S 2275 Sunrise Lane Design Specifications 6/25/2014 rn Section Description N FINISH HARDWARE 0 CL Security Door& Schlage or approved equal Split-Finish Deadbolt. Oil-Rubbed Bronze x Satin Nickel. o Unit Entry a Deadbolt: Security Door& Schlage or approved equal Split-Finish Keyed Lever. Oil-Rubbed Bronze x Satin Nickel. U Unit Entry: 2 Unit Interior Hardware: Schlage or approved equal Privacy Lever at all bedrooms&bathrooms. Satin Nickel. d Kwikset, Schlage or approved equal Dummy Lever at closets, Satin Nickel. New roller catch-chrome. Front Door Viewer: Cal Royal. Minimum 7/16"diameter.Antique Bronze lacquered(US 10B)finish. Model M #DV 180. Install with Blue Lock light on threads. 0 2 Door Stops: Solid door stops to be installed at swinging door locations(no coil springs). y Towel Bar/TP Holder: Chrome finish, Franklin Brass,Ventura 8200 series (concealed fastener) or Donner R equivalent. Medicine Cabinet: Install Zaca medicine cabinet, plastic inside with metal chrome trim mirror, Model#ZAC61- 0 1-26-32. Q Bath Mirrors: Shall be 3/16"float glass. Provide mastic application.J-metal--no clips. `p w Shower Rods: Donner, or equal. Model#54-5 in chrome. tL LL CABINETS of Kitchen, Hall& Manufactured factory finished cabinets shall comply with ANSI A161.1-86, recommended Baths: minimum construction and performance for kitchen and vanity cabinets, or with an equivalent standard. cabinets to be solid wood(minimum of birch plywood construction) shop fabricated casework with all necessary hardware. Shelving shall not be less than _ 3/4"pine, plywood or particle board. Kitchen base cabinets shall have a built-in bread = board. All cabinets and trim shall scribe to contacting surfaces and shall be straight, W plumb level and in true allignment, closely fitted and rigidly fastened in place. Add felt or 2 rubber pads on all cabinet doors to minimize sound. COUNTERTOPS U) Kitchen&Baths: 2 cm thick slab granite with rough top.Granite color to be determined pending submittal approval.Polished with 4"backsplash.4 cm bullnose edge.Submit granite sample for approval prior to shop drawings.Field = measure all floor plans then submit shop drawings. Backsplash behing kitchen sink to be continous height to meet window sill(no aanl, c Window Sills: Provide and install granite(non-pourous)material window sills at all bathroom and kitchen 3 window locations. E ROOFING O General Repair: EXISTING ROOF MATERIAL TO REMAIN-PROTECT IN PLACE. Perform lift and re- v set of existing concrete roof tiles. Install new synthetic felt roofing paper. Install new 0 roofing metals. Replace dry rot fascia as needed and approved by Owner. Attic Insulation: Install batted or blown in R-30 insulation in attic space as an alternative to reflective high albedo roofing system in S.B. EDA Sec 5200.5. W Gutters& Provide and install new 26 gauge galvanized metal or vinyl gutters and downspouts. Downspouts Gutters shall be sloped to downspout and supported a maximum of 3'apart. End caps, corner joints, splices, outlet tubes shall be soldered or have watertight joints. Downspouts shall be fastened at top, bottom, and approximately every 6', and directed to drain away from the structure. Downspouts shall be sized on the basis of 100 sq. ft. of roof surface to 1 sq. in. of leader. H 0 0. 0 L a c d E �a .r Q O Packet Pg. 505 Page 5 of 8 2275 Sunrise Rehab Spec v 6 25 14 I 7.B.m low Mary Erickson community Housing c 2275 Sunrise Lane Design Specifications 6/25/2014 N Section Description w 0 WINDOWS o General: Provide and install new retrofit,dual pane, low E, .36 U-value min. MI or approved equal 6. windows at all existing locations. Ensure windows meet egress where required and the glass is tempered as required. All windows to be weather-stripped open and close freely r and latch securely. Installation to be in accordance with manufacturer specifications and d current code requirements. All Southern and Western facing windows to be tinted grey. o IL Screens: Screens shall be installed on all openable windows. When re-screening or new screens c are required,they shall be aluminum frames, aluminum screening;tight fitting and easily y removed. Nylon screens on newly installed windows and combination doors may be acceptable, unless otherwise requested or stated. 2 DRYWALL a, General: Replace and/or patch Drywall for new electrical and plumbing installations. Replace a drywall at all bathroom locations and all areas of prior water damage. New drywall `0 surrounds at all new retrofit window locations. General texture patching at windows, cracks,etc. Green board to installed at bathroom and kitchen wet walls. All inside joints Q to be taped, outside corners shall have comer bead troweled with joint compound(3 coats w minimum,smoothly sanded or textured). Install drywall at FAU closet to seal all a LL penetrations per current HVAC code. Unit Ceilings: Ceiling texture to be a knockdown finish. Demising Walls: Install(1)new additional layer of drywall at all demising wall(party wall)locations for 00 sound insulation. CW, Laundry Room: Install new FRP behind washer&dryer in laundry rooms. Repair, patch and texture existing drywall surfaces to match adjacent surfaces. _ Insulation: Provide and install new R-19 insulation at all bathroom locations and kitchen wet wall w locations. Unit Texturing: Complete interior re-texturing(orange peel). Consider the standard scope texture = patching and new texture at replaced drywall locations to provide a cost difference if an P 9 P � p ( Y) •y to retexture interior walls. 3 FLOORING 2 General: All particle board sub floors to be removed and replaced with minimum OSB plywood subfloor requirements. Subfloors to be glued and screwed to existing floor joists. New R- c 19 floor insulation to be installed at all required and/or specified locations. INTERIOR PAINT E E General: Use all Low VOC Paints-Green Seal G-11 Environmental Standard. Interior"Wet" 0 Walls/Ceilings(kitchens/baths): Semi-gloss water based enamel to cover. If existing U c finish is oil based enamel,apply a full coat of oil based primer prior to finish coat. All new 0 drywall shall be primed with one coat of drywall sealer/primer before the application of the finish coat.Trim, Doors, Linen Cabinets,Window Ledges: Semi-gloss water based •L enamel to cover. If existing finish is oil based enamel or bare wood, apply a full coat of w primer prior to finish coat. Semi-gloss enamel for kitchen and bath including ceilings, linen cabinets in hallway and closet shelves. Back prime all concealed wood. All surfaces g and joints to be prepped, sanded and/or caulked prior to paint. Interior living area walls/ceilings: Lo-Sheen paint to cover. All paint to be purchased through Dunn-Edwards Colton store(please contact Jeff Platta at 714-325-5963). N Trim, Doors, Linen Cabinets,Window Ledges: Semi-gloss water based enamel to cover. C If existing finish is oil based enamel, apply a full coat of oil based primer prior to finish a coat. Unit Interior Wall Dunn Edwards,#DW341, Swiss Coffee, Low Sheen. c Color: d Unit Interior Dunn Edwards#DW341, Swiss Coffee, Low Sheen. Ceiling Color: c�a Interior Trim: Dunn Edwards#001,White, Semi-Gloss. Q Kitchens/Baths: Dunn Edwards,#DW341,Swiss Coffee, Semi-Gloss. Laundry Room: Dunn Edwards#001, Swiss Coffee, Semi-Gloss. �-1 Prep all previously painted oil based surfaces. Packet Pg. 506 Page 6 of 8 2275 Sunrise Rehab Spec v 6 25 14 �w 7.B.m Mary Erickson Community Housing c 2275 Sunrise Lane Design Specifications 6/25/2014 Section Description U) 0 APPLIANCES M Gas Range/Oven: Whirlpool#WFG114SVQ. 30"Gas FS Range Standard Cleaning Oven with clock timer. a White. Microwave/Hood Whirlpool#WMH1163XVQ. 950 watt Microwave/Hood Combination(vented or ventless). y Combo: White. m Garbage Whirlpool#GC2000PE. o Disposal: d Hot Water Reliance,Galaxie,Whirlpool, or approved equal,with an(8)year warranty and ENERGY c Heaters: STAR& Size shall be as required to service property. Installation to comply with all y applicable plumbing, mechanical, structural and earthquake codes. Pressure/ 0 temperature relief valve with a drain line to the outside. _ WINDOW COVERINGS d Blinds: 2"Horizontal Blinds with 3-1/2"Decorative PVC White Valance with 3/4"return at all recessed window openings. 2.0 mm hard cord, length to be 50%of blind drop. Supplied T with clear donut safety device. Solid one piece white wand with hole for stem attachment. 0 Center support to be provided for blinds wider than 48". All blinds custom ordered for Q opening. 0 w PLUMBING p•, General: All fixture installation is to include trap,vent,faucets,and all trim necessary to mount u- W fixture in an approved manner, and to include repair of damaged areas affected by the installation. Install 1/4 turn Robertson, Bob or Eastman brass angle stops at all faucets, Q0 toilets and refrigerators. Install braided supply lines at all faucets and toilets. Roto Root a M (clean)all existing drain lines to street through clean out cap, roof vent, etc. Waste Line: Re-Pipe existing ABS waste line in 4"ABS pipe with multiple sewer main tie-ins and = appropriate clean-outs. W Kitchen Sink: Sterling double compartment Stainless Steel Sink(7"depth, 20 gauge minimum 2 thickness), or approved equal. 6 clips minimum to be used for secure installation. aM Kitchen Faucet: Delta, Peerless, Kohler, Price Pfister Stainless Steel Faucet, or approved equal. <=2.0 c N GPM water flow. 0 0 Bath Lavatories: American Standard, Kohler white, china, or approved equal. _ Bath Faucet: Delta, Peerless, Kohler, Price Pfister Stainless Steel Faucet,or approved equal. <=2.0 _ GPM water flow. Toilet: Glacier Bay ADA height,elongated, 1.128 gpf toilet or approved equal. E TUB/SHOWERS 0 U Tubs/Showers: 5 foot Lasco, Hess Co., or approved equal. _ Tub&Shower Fixtures: Price Pfister, Kohler, or approved equal. <=2.0 GPM water flow. Including all new N shower valves, drains,shoes and trims. Y Shower Doors: Install New Obscure Glass,Aquatex, Chrome Framed Shower Enclosures at Master W Bathroom Only. HVAC is General: Install new Trane, Bryant,Carrier or approved equal high efficiency HVAC system. Existing ducting and line sets to be used only after their confirmed to be functioning M correctly and efficiently. New locking cages to be installed at all condenser unit locations on the perimeter of building with disconnects located inside of locked area, but accessible N from outside. Provide and install ducting and vents for new bathroom exhaust fans. 0 0 L Thermostat: Honeywell or equal. Series:T8001. Electronic thermostat, Premier White. Programmable a heating and cooling manual change over. m t R Q 'v Page 7 of 8 2275 Sunrise Rehab Spec v 6 25 14 Packet Pg. 507 7.B.m Mary Erickson Community Housing o w 2275 Sunrise Lane Design Specifications 6125/2014 Cn M N Section Description O iZ ELECTRICAL o General: Repair, replace or upgrade existing electrical main and sub panels as required for existing or planned installation of new electrical components. Provide and install new 70 CFM rn exhaust fans at all bathroom locations, power to be tied into existing light switch. Install m new dedicated microwave circuit. Provide and Install additional electrical GFCI o receptacles at kitchen countertop locations as needed to comply with current electrical a code. Install new ceiling rated box for entry flush mount light fixture, convert existing Im switch for porch light to control entry light. 5 HVAC Provide disconnect service with whip and new or upgraded service power at all AC locations. Upgrade existing circuit breakers to carry new and existing electrical loads per 0 current electrical code. m Dining Light: E-Star rated ceiling fan/CFC light combo fixture. Satin Nickel. Including a new ceiling fan Z rated box. Fan and light to be placed on 2 separate switches. Kitchen Light: E-Star rated CFC flush mount light fixture. Satin Nickel. `p Entry&Hall New E-Star rated,CFC flush mount light. New E-Star rated,CFC recessed light fixtures Q Light: in Unit A&B hall locations. Entry light at upstairs units to be wall sconce. Bath Light Bar: E-star rated 4-bulb(min.)CFC vanity light fixture. Satin Nickel. w Bedroom Ceiling E-Star rated ceiling fan/CFC light combo fixture. Satin Nickel. Including new ceiling fan CL Fan/Light: rated boxes. Fan and light to be placed on 2 separate switches. Smoke Detector: Replace existing with white, 120-volt hard wired. Gentek, ESL, or FireX brands.Wire for new hard wired Smoke Detectors in all bedrooms. Wire and install new carbon monoxide 00 detectors(smoke/carbon monoxide combo units are acceptable). Receptacles: Replace all existing recetacles, receptacle covers, switches,switch covers, CATV,phone = jack covers, blank covers with new white tamper-resistent receptacles,switches and U cover plates. w Kitchen/Bath Restore or upgrade for GFCI protection to all kitchen and bath countertop receptacles as GFCI required per current electrical code. c CATV/Phone: Run cable TV wiring to approved living room and master bedroom locations. Run phone line to approved kitchen location. O 2 E E O V c O U) Y U W ca M to O iZ O L CL c E R .r r Packet Pg. 508 i 60913d 4O)IOBd D CD L p �' N cd L 3 U) U o O } � O v m s L D N = Q N O O U- V) O 0 � 3 E � � O } p > 3 � <, rR N CN +- L y- O O Q N O N M tn rn O T O, N = N Q 0 L d) `O L CV o = p 10 L N � > u. CLI 2 OL w V } • w O 00 > •� a d N w �7 T N Q -n ( « < +- O O V I 4„ E T D ^ v°- N II CL h W e O) Q P,. C in E CL > > s O Ln � s Z Ln c i Q N N N N � O C 4 V _ ° 0 C; Ot V Y/ P ° N r- 0 is 3 h •- Cl) • € °' L C N lD dot; N n w O LU j M Q = a O o �"8"1 7.B.m MECH%20Affirmative%2OFair%2OHousing%2OMarketing%20PIan%2OSan%2OBern%2OCity%2 02014[1] arketing Plan San Berna o 0 cart I 1. Name and address of the applicant; Mary Erickson Community Housing Cn 2. Name and address of the proposed project; Eastpointe Village R N O 0. 3. Development/contract number; SB EPV01 ° aL 4. Number of units; 100 0 L IL 5. Price or rent range of units; $590 to$660 .N 6. For single family—development or scattered site. _ Multifamily rental units only,the household types to be served 2i by the project(e.g., elderly,family, disabled, mixed); Multifamily rental L 7. The approximate starting dates for advertising to target to w groups 5/1/2010 Q L Initial Occupancy Dates 6/25/2010 0 8. County Housing market area in which the project will be U_ located; San Bernardino County 9. Optional if Form 935.2 is not required: Census tract or 00 umeration District number in which the project will be jcated; and N/A v 10. Name of managing/sales agent, if identified with mailing Carol Grafice,community manager,ProActive Realty w address Investments 2205 E Sunrise Ln#A,San Bernardino,CA 92404 .N 3 O PART 2: Type of Affirmative Marketing Area For Multi-Family Proiects: MFH a. Indicate whether the Plan is New or Update (Indicate E Reason for Update) Update U b. Otherwise for all projects Single Family or Multi-Family, c to indicate if the plan is: —White (non-minority) Area w _Minority Area _Mixed Area (with_% minority residents) Mixed with 55%minorities PART 3 Direction of Marketing Activity N (Indicate which group(s) in the housing market area are least c likely to apply for the housing because of its location and other a factors without special outreach efforts) .Ec Q Page 1 of 3 Packet Pg. 510 7.B.m MECH%20Affirmative%2OFair%2OHousing%2OMarketing%20PIan%2OSan%2OBern%2OCity%2 02014[1] .arketingPlan San' Bernardino c 0 _White American Indian or Alaskan Native _Asian Black/African American, Hispanic Latino, Families with 0 _Black or African American _Native Hawaiian or Other Children,Asian Americans in Pacific Islander �a _Hispanic or Latino _Persons with Disabilities 0 _Families with Children ° Other_(specify)_(e.g. specific ethnic group, religion) a N a+ V d O PART 4: The Marketing Program a .N Advertising and outreach to those organizations and 0 individuals identified as least likely to apply must begin in accordance with applicable program requirements; Z Part 4a. Commercial Media (See Table) 0 PART 4b: (1) Brochures, Signs and the HUD and/or local Fair Q Housing Poster(Click on Objects) �0 CL U_ o: co M U (2) For development site sign, indicate sign size x W Logo type size x . Attach a a, photograph of sign or submit when available. y (3) HUD's Fair Housing Poster must be conspicuously displayed wherever sales/rentals and showings take place. Fair Housing Posters will be displayed in the_Rental Office _Real Estate _ Office Model Unit _Other(specify) E E 0 U C O Rental Office N PART4c: Community Contacts (See Table) w see table ' M PART 5: Future Marketing Activities �* CO Weekly visits are made to area merchants, local o For Single Family Proiects this section is not required. For Multi-businesses, schools and restaurants with flyers o Family Projects: and referral program. Onsite Team will outreach n L dicate marketing activities that will best describe how to fill for a min of 3 hours per week in months 1-3 and cancies after the project has been initially occupied. then as needed. See tables for publications, Newspapers/publications _Radio _TV community contacts and site signs. -Brochures/Leaflets/Handouts _Site Signs a _Community Contacts _Other(specify) Page 2 of 3 Packet Pg. 511 7.B.m MECH%20Affirmative%20Fair%20Housing%20Marketing%20PIan%20San%20Bern%20City%2 02014[1] • • _ 0 Additional outreach support is being provided by as the staff by distributing flyers in the Wal-Mart U) and Target shopping centers and some of the o PART 6: Staff Experience and Instructions for Fair HoL local businesses in the area. a L CL Part 6A: Staff has affirmative marketing experience. Yes or No Yes m 0 L i. N 7 O 2 Part 66: List of Training Materials for Staff on Federal, State .n c� and local fair housing laws and regulations Yes See attached. O Q L 0 o. 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POTENTIALLY COMPETING BUYERS AND SELLERS:Buyer and Seller each acknowledge receipt of a disclosure of the possibility of multiple a representation by the Broker representing that principal.This disclosure may be part of a listing agreement,buyer representational agreement or separate document (C.A.R. Form DA). Buyer understands that Broker representing Buyer may also represent other potential buyers,who may consider, make offers on or ultimately acquire the Property.Seller understands that Broker representing Seller may also represent other sellers N M with competing properties of interest to this Buyer. O B. CONFIRMATION:The following agency relationships are hereby confirmed for this transaction: _ Listing Agent Advance Realty (Print Firm Name)is the agent of(check one): ❑the Seiler exclusively;or ®both the Buyer and Seller. Selling Agent Advance Realty (Print Firm Name)(ff not the same as the Listing Agent)is the agent of(check one):❑the Buyer exclusively;or ❑the Seller exclusively;or ❑both the Buyer and Seller. Real Estate L Brokers are not parties to the Agreement between Buyer and Seiler. C. DISCLOSURE: If the Property contains 1-4 residential dwelling units, Buyer and Seller each acknowledge prior receipt of C.A.R. Form AD Q "Disclosure Regarding Real Estate Agency Relationships.' L- 3. FINANCE TERMS:Buyer represents that funds will be good when deposited with Escrow Holder. w A. INITIAL DEPOSIT:Deposit shall be in the amount of................. ............... ...... ... ...........$ 51000. 00 LL (1) Buyer shall deliver deposit directly to Escrow Holder by personal check,®electronic funds transfer, ❑ Other within 3 business days after acceptance (or ❑ Other ); m OR(2) (If checked) ❑Buyer has given the deposit by personal check(or )to 00 the agent submitting the offer(or to❑ ), made payable to M Escrow .The deposit shall be held uncashed until Acceptance and then deposited with Escrow Holder (or ❑into Broker's trust account) within 3 business days = after Acceptance(or(]Other _). U B. INCREASED DEPOSIT: Buyer shall deposit with Escrow Holder an increased deposit in the amount of... $ W within Days After Acceptance,or❑ It a liquidated damages clause is Incorporated into this Agreement, Buyer and Seller shall sign a separate liquidated damages clause(C.A.R.Form RID)for any increased deposit at the time it is deposited. C. LOAN(S): N (1) FIRST LOAN in the amount of... ... ................... ........... ................. ........... ..$ This loan will be conventional financing or, if checked, ❑FHA, ❑VA, ❑Seller(C.A.R. Form SFA), 0 Q assumed(C.A.R.Form PAA),❑subject to financing, ❑ Other .This loan shall be at a fixed rate not to exceed %or,C7 an adjustable rate loan with initial rate not to exceed w %.Regardless of the type of loan,Buyer shall pay points not to exceed % C of the loan amount (2) ❑SECOND LOAN in the amount of.. .... ...... .. ..... ..... ................. .. . . ..... $ E This loan will be conventional financing or, if checked, E]Seller(C.A.R.Form SFA), ❑ E assumed(C.A.R. Form PAA),E)subject to financing, I] Other .This loan shall be at a fixed rate not to O 0 exceed %or,❑ an adjustable rate loan with initial rate not to exceed %. Regardless of the type of loan,Buyer shall pay points not to exceed %of the loan amount. 0 (3) FHANA:For any FHA or VA loan specified above,Buyer has 17(or❑ ) Days After Acceptance Y to Deliver to Seller written notice (C.A.R. Form FVA) of any lender-required repairs or costs that Buyer requests Seller to pay for or repair.Seller has no obligation to pay for repairs or satisfy lender requirements i= unless otherwise agreed in writing. W D. ADDITIONAL FINANCING TERMS: m E. BALANCE OF PURCHASE PRICE OR DOWN PAYMENT in the amount of .... ....... .. .. .. . ... ......... .. .$ 324,000.00 , to be deposited with Escrow Holder within sufficient time to close escrow. F. PURCHASE PRICE(TOTAL): .. . ... . ... . . ................... .... .... ..... . . . .... ..... . ..........$ 329,000.00 _ G. VERIFICATION OF DOWN PAYMENT AND CLOSING COSTS: Buyer (or Buyer's tender or loan broker pursuant to 3H(1)) shall, within N 7(or❑ ) Days After Acceptance, Deliver to Seller written verification of Buyers down payment and dosing costs. (cif checked, 0 ❑verification attached.) 0 L I Buyer's Initials 1 X—b`�—�— I( ) Sellers Initials ( X M4 _ m 73,Calilomia Association of REALTORS®,Inc. � E Reviewed by Dale ca WSW R REVISED 4/13(PAGE 1 OF 10) a.rceruwrr .�. RESIDENTIAL INCOME PROPERTY PURCHASE AGREEMENT(RIPA PAGE 1 OF 10) Q Agent: Martin Cueva Phone:714.240-2559 Fax.714,647,9843 Prepared using zipForm1D software BroKer:Advance Rua) ,1611 E 4th St Ste 100 Santa Ana,CA 92701 Packet Pg. 517 7.B.m 2275 Sunrise Ln Property Address:San Bernardino Ca 92404 Date: June 23, 2014 O (2) BROKERS: Brokers shad not be obligated nor compelled to mediate or arbitrate unless they agree to do so in writing.Any Broker(s) O participating in mediation or arbitration shall not be deemed a party to the Agreement. U 6. TERMS AND CONDITIONS OF OFFER: m This is an offer to purchase the Prop on the above terms and conditions. The liquidated damages paragraph or the arbitration of disputes W erty paragraph is incorporated in this Agreement if initialed by all parties or if incorporated by mutual agreement in a counter offer or addendum.If at least one but not all parties initial such paragraph(s),a counter offer is required until agreement is reached. Seller has the right to continue to offer the Property for sale and to accept any other offer at any time prior to notification of Acceptance.If this offer is accepted and Buyer subsequently defaults, 0 Buyer may be responsible for payment of Brokers' compensation.This Agreement and any supplement, addendum or modification,including any 0 Copy,may be Signed in two or more counterparts,all of which shall constitute one and the same writing. (L 37. TIME OF ESSENCE; ENTIRE CONTRACT; CHANGES: Time is of the essence. All understandings between the parties are incorporated in this Agreement. Its terms are intended by the parties as a final,complete and exclusive expression of their Agreement with respect to its subject matter, and may not be contradicted by evidence of any prior agreement or contemporaneous oral agreement.If any provision of this Agreement is held to be avi ineffective or invalid,the remaining provisions will nevertheless tie given full force and effect. Neither this Agreement nor any provision in it may •0 be extended,amended,modified,altered or changed,except in writing Signed by Buyer and Seller. tl 38. AUTHORITY:Any person or persons signing this Agreement represent(s)that such person has full power and authority to bind that person's principal, and that the designated Buyer and Seller has full authority to enter into and perform this Agreement.Entering into this Agreement,and the completion = of the obligations pursuant to this contract, does not violate any Articles of Incorporation, Articles of Organization, Bylaws, Operating Agreement, N Partnership Agreement or other document governing the activity of either Buyer or Seller. 3 39. EXPIRATION OF OFFER:This offer shall be deemed revoked and the deposit shall be returned,unless the offer is Signed by Seller,and a Copy of = the Signed offer is personally received by Buyer,or by y who is authorized to receive it by 5:D0 PM on the third Day after this offer is signed by Buyer(or,if checked by ❑AM PM) ,Q ca on(date). � Buyer has ead d acknowledges receipt of a Copy of the offer and agrees to the above confirmation of agency relationships. O Date Date Q BUYER �$tin YER `0 By y 61 (L Print name Ma is on Communit housin me d Title Title Address Address 00 Additions S+gna a Addend attad" .A.R.Form ASA). ACCEPTANCE OF OFFER:Seller warrants that Seller is the owner of the Property,or has the authority to execute this Agreement.Seller accepts = the above offer,agrees to sell the Property on the above terms and conditions,and agrees to the above confirmation of agency relationships. Seller u has read and acknowledges receipt of a Copy of this Agreement,and authorizes Broker to deliver a Signed Copy to Buyer. (If checked)SUBJECT TO ATTACHED COUNTER OFFER(C.A.R.FORM CO), DATED Date June 23 2014 Date June 24, 2014 ` SELLER X �o�' 9 � �— SELLER X, 0 By By 0 Print name Mohinder Sarai Print name Amrat Sarai Title Title +_�+ Address 9195 La Casita Ave Address 9195 La Casita Ave = 7 Fountain Valley, Ca 92708 Fountain Valley, Ca 92708 E Additional Signature Addendum attached(C.A.R.Form ASA). p U ( ! ) CONFIRMATION OF ACCEPTANCE: A Copy of Signed Acceptance was personalty received by Buyer or Buyer's authorized p (Initials) agent on(dale) at AM ❑PM.A binding Agreement Is created when N e Copy of Signed Acceptance is personally received by Buyer or Buyer's authorized agent whether or not confirmed In this document.Completion of this confirmation is not legally required In order to create a binding Agreement;it is solely j Intended to evidence the date that Confirmation of Acceptance has occurred. its M Rf N O tZ O i (L C d r ( ,Ar's Initials (� )( ) Seller's Initials ( X— )( X v RIPA REVISED 4113(PAGE 9 OF 10) Reviewed by Date rorroetuar Q RESIDENTIAL INCOME PROPERTY PURCHASE AGREEMENT(RIPA PAGE 9 OF 10) Wary Erickson i Packet Pg. 518 + 7.B.m r 0 161- CALIFORNIA ADDENDUM U � ASSOCIATION (C.A.R. Form ADM, Revised 4/12) IVC. Z 060.7 OF REALTORS"`` °' N The following terms and conditions are hereby incorporated in and made a part of the: ® Residential Purchase Agreement, o ❑ Manufactured Home Purchase Agreement, ❑ Business Purchase Agreement, ❑ Residential Lease or Month-to-Month Rental o Agreement, ❑ Vacant Land Purchase Agreement, ❑ Residential Income Property Purchase Agreement, ❑ Commercial Property fi Purchase Agreement,[I Other dated June 22, 2014 on property known as 2275 Sunrise Ln y San Bernardino, Ca 92404 O^ in which Mary Erickson Communityhousing is referred to as("Buyer/Tenant") d Mohinder Sarai, Ararat Sarai and is referred to as ("SellerlLandlord"). _ Z Once escrow is opened Seller agrees not to initiate or add to any new or existing leases y during the escrow period. If Seller does, initiate or add to a new or existing lease, o then, tenant must be notified that tenancy is not subject to relocation services and Seller = agrees to notify buyer within 48 hours lease agreement change/addition. Otherwise, Seller y is free to conduct normal tenant leasing activities per State law. ra 2 Seller agrees to pay acrent(Martin Cueva) 3% sales commission O 4- 4- 3. Seller agrees to return EMD to bizver without signatures should City of San Bernardino Q not approve financing or environmental approval. `0 4- CL W 4. Offer subject to City of San Bernardino financing approval for buyer acquisition. co 5. Offer subject to environmental clearance per Federal, State and City regulations. 00 U W C 0 O 2 E The foregoing terms and conditions are hereby agreed to,and the undersigned acknowledge receipt of a copy of this document. p U Date June 23, 2014 Date June 23, 2014 a 0 Buyer/Tenant X �j j S" eller�a "lord X . ` �ti W Mary is son Cozmmunstyhousing Moh n er Sarai Buyer/Tenant Seller/Landlord X jriu-u'�- Antra t Sarai M i The copyright laws of the United Stales(Title 17 U.S.Code)forbid the unauthorized reproduction of this iorrn,or any portion thereof,by photocopy machine or any other means, W including facsimile or computerized formats.Copyright®1986-2012,CALIFORNIA ASSOCIATION OF REALTORS®,INC.ALL RIGHTS RESERVED. 0 THIS FORM,HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS%(C.A.R.).NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR 0 ADEQUACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE L TRANSACTIONS.IF YOU DESIRE LEGAL OR TAX ADVICE,CONSULT AN APPROPRIATE PROFESSIONAL. a This form is available for use by the entire real estate industry.It is not intended to identify the user as a REALTOR&REALTORS is a registered collective membership mart which may be used orty by members of the NATIONAL ASSOCIATION OF REALTORSO who subscribe to its Code of Ethics. _ Published and Distributed by. E „ REAL ESTATE BUSINESS SERVICES,INC. E a stbsidrsry of Ow Cafitw ie Assoc bw of REALTORST 525 South Vrol Avenue,Los Argetes.Cdibrnia 901120 V M;EVISED 4112(PAGE 1 OF 1) Reviewed by Date rain Q ADDENDUM(ADM PAGE 1 OF 1) `CMUNt1Y Agent: Martin Cueva Phone:714.240-2559 Fax-714.647.9843 Prepared using zipForrrre software Broker:Advance Realty,1611 E 4th St Ste 100 Santa Ana,CA 92701 Packet Pg. 519 �� � u u. 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Se:ert k thals(A (� E r*WA NZVIM 4M6(PAOX 0 OF 110) RDA td hY Dow ; ca RESM119MAL INCWE PROPERTY PURCHASE AST(WA PAGE B OF 10) t11Err j xitkapit Q Packet Pg. 521 MOP 7.B.m JUN-25-2x14 12:33 From:Q57557aOS Page:5�5 f CACM AnVANCE REALTY <wEp).aun 25 Zola 0:20iST. ! _ O V CALIFORNIA ADDENDUM - ASSOCIATION (t,..A_R.Form ADM„Rwtsed 4M M No. Z N OF REALTORS' Q I 0 The folloMnp Wm and eoriftom tics hereby imwpomled in and made A Part of the: ® PA&Wontiai PumAmAOroamerd, a D Mw-Mazwrod Home Purchh"Apreernent, ❑ Business Purchase Aamement. D Raaidenttd Lea" or Month-to4Amth Rwttal 1 Agmement, O Vacant Land Purchase Aprmxmnt, Cl Reaidential Income PmWV Purchase Agreement, [) ommardai Prop" Purchase Agroament.O 00W m o ' dated Jhsaa ??. 2014 ,on Prop"kwwn oe ?745 8cmr as Ln p I!w Datd,�00 CA 92404 C in whiff Mary art abaa 19 I9tRrT+ad m t8('BvywtTQltgt►1 and w Leahsa c. aeeo .r nilr ssleae fa retarred to m('BaledUmoeowtn ,�, Ghac. eaa- 1a oflaned Br. Lr sltf Dot to �tlati as �d c0 aav suv er rrrz■tea 71trr—p d a_he Nervy mwl2jj, Sf Be11er doss. .initiate at add to a MOW er AWINtInC thaw, tenant t be aotifi*d that taimg= Sa not a to rslenatson ApArVA� 1s.i��► lara4ha to_sc 40 hours 34.44 »t g m top, oeIIlnr ... 9ai2.r ii frea: .to eondticC 1rr. 0 8e11N aarre a to Huey avantfa0a:•tin Cud=) 3a sale eerarialfpp, Q 3 8a Y r aeralea t0 tvra �m to bur r nritM++.r aiomCL0a jbjmA9 Citr air `� set sanrove„� t- rl _ow JEELAmaental whwroval. _r 4. W 4. Offar anbieat to City rj�r Bsn e,�� *;+tee f+��•+�f aaosovaI tar bura to 00 S Offer anDieat to �tdrrrnee.nr�at �aar�..'.e �' ta��ri 49[444 iw e±ry ravplatsoaa v 2 U ' W c .N O 2 9, E E The foregoing terms and CondAlorw are hweby agreed lo.and the undort; rW admmUdge remkA of a aVy of this dommlem 0 U Date Jena ?2, 7014 049 itma 23, 2014 0 N Buyer/Tenant X imr, r ah hull - w Teary oo cale+eltal tybowinp C. 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V) Q W :3 V O C Q 4.1 C N > L to 4, O E U = �n O V p s cn p d d0 co J U Ln 0) J O E L C C N Q + E L U Q O� N w > O O N ~ L 1S E T .L Z co 0 U U d Q U m N 'n o O D o � m o r� o r- .-+ n Ql to O (.D Q) O to ' u'i Oo d^ 111 m ui O d" w a0i L I c � � N 0000 M M N cr ri H CD O in -(n an- v')- th tJ'1- c N O N O 3 N O N Ol O N (D ^ i 01 M +I r 1 O O L6 Ct�D M lO 0 O 01 w O N r1 N 0 � n N i!� -Ln if} -Ln -Ln Ln if O H N h O E ti C o .� I C c 0 0 -0 LL v vf O fA p c w w- = O E a 2 N O O L O+ O V) h- U O M 3 = L 7 O L [0 J L m.;M N f6 L E .� > >` �` •� I.I. V N Q U U > U D U - u � U Q Q c � U tu'8'L Z£5 '6d �a�loed Dev Budget Estimate SFH SB HOME 6 2614 Dev Budget Estimate Detailed Development Budget Notes Sq Ft 1,300 3BD 2 BA D #Units per Property 1 Various Estimated Change Order Revised Budget Acquisition Costs Cost Terms M Land r! Building(s) 175,000.00 $ 175,000.00 -D Closing Costs 2,100.00 1.21% Closing cost%of property S 2,100.00 O Legal-Title and Recording - $ - a O Other>) Property Taxes 349.85 1.2% Prop tax for 2 months previous value 2x $ 349.85 W Other» Inspedionstappraisal 2,882.50 S 2,882.50 01 _. Other» S W Subtotal-Acquisition Costs $ 180,332.35 $ $ 180,332.35 2) Construction/Rehabilitation Costs Demolition $ - _rn Rehab 60,000 S 60,000.00 n Change Orders: - $ - O Construction Contingency 6,000 10% $ 6,000.00 3 Other)) _ $ - 0 Total-Hard Construction Costs $ 66,000 $ $ 66,000.00 O General Requirements 0% included in budget above – 5 Contractor Liability Insurance included in budget above $ $ Subtotal Construction/Rehabilitation Costs $ 66,000.00 $ — v $ 66,000.00 pConstruction Financing Costs $ C N Construction Bond $ $ 0 $ Construction Loan Interest 6.0% cost of capital self-funded S Construction Loan Origination Fee $ - ? Property Taxes During Construction 1,050 6 #months of taxes during rehab/resale $ 1,050.00 Other» $ .ibtotal-Constriction Financing Costs $ 1,050 $ - S 1,050.00 W S - p Soft Costs-General 00 Permits 500 $ 500.00 Environmental Reports 650 mold clearance _ $ 650.00 Construction Consulting - $ 'D Hazard Insurance 1,395 course of construction $ 1,395.00 O Utility Connections 400 course of construction S 400.00 Maintenance 300 Before and after construction $ 300.00 HOA Dues Resale - 2.0 $ O Homebuyer Downpayment Assistance - S - CL Other>> Broker Sales Fee 9,500 5.0% Add in broker fee for sales% $ 9.500.00 C7 Other)) Homebuyer soft costs 0.0% Soft homebuyer closing costs% $ - ro Other» Salter dosing costs 2.280 1% _ $ 2,280.00 = Total-Soft Costs $ 15,025 $ $ v 15,025.00 = Plus Contingency%for Soft Costs 2M 2.0% S 295.50 y Subtotal-Soft Costs $ 15,321 $ $ 15,320.60 fQ Service Delivery Fees Overhead and Administration 26,270 10.0% Estimate of hourly fees $ 26.270.29 Other» $ U) Subtotal-Developer Costs $ 26,270 $ S 26,270.29 S O $ 70 O TOTAL PROJECT COSTS -$ 288,973.14 Est resale price: $ - $ 288,973.14 W $ 190,000.00 PROJECT SUMMARY Per Sq.Foot Per Unit M Total Construction Costs $ 50.77 $66,000 Allowable Exp for resale rD Total Project Costs S 222.29 $288,973 $ Est.Leave in Amt DEVELOPMENT FEE Overhead 10.0% $ 98,973.14 Change Orders: Final Sales Price: $ - w•8•L Page 2 of 3 4 C) o a M Ln 00 • � e-i N lD ri d' � lO th mOo O Ln Ln O O -1 Ot i� • N r, Ql Ln r-I M O N r•I r•I p th U1 m O O � -1 09 � • � M CO d' c-I N W Lo LO N c-I c-i Ln {R •� t� in• v tJl• in• Ln w p O O r-I Ln tO ,n Ln o I-+ rl m • p ct w M .-, m Ln r.i r•; I-+ Ln Ln t r tn. to try O O O ct Ln rn n i Ln Ln 3 V), to r tn. •v} tA C 3 V N O -1 O O O O O O rn Ln 00 O O N O O O O O O M L i r- LJ Lli n N O -1 I O1 O= 0 c-f O Oo Ln o Ln M N -i r-I r••I M LO O LO d tA c v O LO m Oi p N _ a j cr Z 7 � n� ~ t�i>• Q C ca Ln LO Ln( o t!? tn� tn• tn• V! n• t _ I p 0 O (� M! 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L = a) 0 0 a N 3 a = L cn o Ci p = P = �° a s i = , � Q ° m != w m w O a) FE w'8'L 7.B.m EXHIBIT"B" )OURCES & USES OF FUNDS Revised: 61261'2014 c Project Name: Sunrise& 19th Street Project AKA Eastpointe Village 0 Project Address: 2245 and 2275 E Sunrise Ln.,San Bernardino, CA 92404 m Developer: Mary Erickson Community Housing 4) Two 4-Plexes=8 Units SOURCES:CONSTRUCTION Per Unit USES: Per Unit c Private Acquisition Loan $0 0 Acquisition Costs/Closing $676,597 84,575 c Private Construction Loan $0 0 Architecture/Fees&Permits $6,000 750 ti City SB HOME Funds $1,481,088 185,136 Construction Cost $644,312 80,539 Developer Funds--City Program Income(Refs 13 EPV Units) $338,327.99 42,291 Indirect Construction/Legal $21,792 2,724 Other so 0 Developer's Fee $159,229 19,904 d Other SC. 0 Rent-Up Costs/Relocation $296,920 37,115 a� Other $0 0 Financing Costs $14,565 1,821 = Other $0 0 Other $0 0 y Deferred Costs 0 Other $0 0 O TOTAL $1,819,416 227,427 $1,819,416 227,427 = m SOURCES: PERMANENT Per Unit a Perm Loan- $199,000 24,875 USES: Per Unit 0 Developer Funds--City Program _ Q Income(Refs 13 EPV Units) $879,872 109,984 Acquisition Costs/Closing $676,597 477 0 City SB HOME Funds $740,544 92,568 Architecture/Fees&Permits $6,000 [23 a Other $0 0 Construction Cost $644,312 1 LL Other $0 0 Indirect Construction/Legal $21,792 Other $0 0 Developer's Fee $159,229 $0 0 Rent-Up Costs/Relocation $296,920 M :her $0 0 Financing Costs $14,565 Other $0 = TOTAL $1,819,416 227,427 $1,819,416 227,427 U w a� N 7 O 2 E E O U _ O N Y 2 L W c� C M R N O Q O 2 a Ar d .Ec U R Q jar 1 +�1 Packet Pg. 535 7.B.m lsumptions List Pro Forma = O INPUT DATA DATE REVISED: 6126/2014 v 2014 100%AREA MEDIAN INCOME(AMI)(not median) $60,700 Bldg.SF Calculation 7,280 d TOTAL#UNITS 8 Two 4-Plexes=8 Units 4) VACANCY RATE 5.00% Residential SF WI TOTAL LAND SQUARE FOOTAGE 9,210 Common Area(Estimate) 0 0.00% N TOTAL BLDG SF(NIC PKG STALLS) 7,280 26R 8 910 7,280 100.00° O RENT INCOME $56,628 3 BR 0 0 0 0.00% C RENT INCOME INFLATION FACTOR 1.75% Total Resid.SF 7,280 100.00% t1 COMMERCIAL INCOME $0 , COMMERCIAL INCOME INFLATION FACTOR 0.00% Commercial SF to LAUNDRY&MISC.INCOMEIYEAR $520 Restaurant(Leasable SF) 0 #DIV/0! v LAUNDRY&MISC.INCOME INFLATION FACTOR 1.00% Retail(Leaseable SF) 0 #DIV/O! d INTEREST INCOME 0 Leasing Office/Community Center 0 #DIV/0! 0 INTEREST INCOME INFLATION FACTOR 0.00% Total Commercial SF 0 #DIV 101 Il OPERATING EXPENSES/UNIT/YEAR $4,752 c OPERATING EXPENSE INFLATION FACTOR 2.00% Total Bldg.SF 7,280 y OPERATING RESERVE 0.00% REPLACEMENT RESERVE $350.00 /unit Parking Space#&Cost Calculation = LAND COSTS $676,597 Residential 18 y DEVELOPMENT COSTS(NIC Land+Com) $1,142,819 Commercial 0 TOTAL DEVELOPMENT COSTS(NIC Com) $1,819,416 Handicapped(Inclusive) 0 TOTAL CONSTRUCTION COSTS $551,952 Total Spaces 18 0 AGENCY LOAN AMOUNT Total Pkg SF 0 0 Q AGENCY LOAN RATE CONVENTIONAL LOAN AMOUNT $199,000 Cost Per Space So `0 CONVENTIONAL LOAN RATE 5.50% CL CONVENTIONAL LOAN YEARS 30 CONVENTIONAL LOAN TYPE AMORTIZED DEBT COVERAGE RATIO(X::1)X= 1.200 to °ROJECT NAME: Sunrise&19th Street Project AKA Eastpointe tillage OJECT ADDRESS: 2245 and 2275 E Sunrise Ln.,San Bernardino,CA 92404 .OJECT DEVELOPER: Mary Erickson Community Housing 2 U W V z TTO i E E ,O V O Y V W tv N O CL O L 11 L) W d ra w r Q Q C:\Users\owner,AppData\Local\MicrosoftlWindows\Temporary Internet Files\Content.Outlook\3PL2NO08\SB MECH RFP Pro-form 6 26 14RISB MECH RFP Pro-forma 626 r 14R/INPUT 177 Packet Pg. 536 7.B.m EXHIBIT"B" DEVELOPMENT COSTS Revised 612WO14 Project Name: Sunrise&19th Street Project AKA Eastpointe Village = Project Address: 2245 and 2275 E Sunrise Ln.,San Bernardino,CA 92404 O Developer: Mary Erickson Community Housing V O W Number of Dwelling Units: 8 Gross Building Area(sf) 7,280 W W TOTAL $PER $PER SF %OF NO COST UNIT BUILDING TOTAL CL O L 1.ACQUISITION COSTS: tl Purchase Price $659,800 $82,475 $91 36.26% ' Closing Costs(ind property taxes) $9,897 $1,237 $1 0.54% �y.. Appraisal $1,200 $150 $0 0.07% V O Holding CostsAnspection/Per Diems $5,700 $713 $1 0.31% •p TOTAL ACQUISITION COSTS $676,597.0 $84,575 $93 37.19% d 400.00% 2.FEES/PERMITS&STUDIES C Building Fees&Permits $3,200 $400 $0 0.18% y Surveys/Soils/rraf iic/AwusticMspections $2,800 $350 $0 0.15% O Environmental Doc/Remediation/Mitgation $0 $0 $0 0.00% _ Arch./Engineedng Fees Design 0.00% $0 $0 $0 0.00% d Reimbursables $0 $0 $0 0.00% a Subtotat: $0 $0 $0 0.00% TOTAL FEES/PERMITS&STUDIES $6,000 $0 $1 0.00% ,0 w- 3.DIRECT CONSTRUCTION COSTS: Q Demolition $0 $0 $0 0.00% O Site Work $141,840 $17,730 $19 7.80% w Building Rehabilitation $410,112 $51,264 $56 22.54% a' LL Other $0 $0 $0 0.00% Subtotal: $551,952 $68,994 $76 30.34% Contractors Overhead&Profit 12.50,;, $68,994 $8,624 $9 3.79% Subtotal: $620,946 $77,618 $85 34.13% "T General Conditions 0.83V $4,600 $575 $1 0.25% $0 $0 $0 0.00% Subtotal: $625,546 $78,193 $86 34.38% _ Construction Contingency(subject to EDA apprc 3.00! $18766 $2 346 $3 1.03% V W TOTAL DIRECT CONSTRUCTION COSTS $644,312.38 $80,539 $89 35.41% 4.INDIRECT CONSTRUCTION COSTS Developers Fee 10.00% $132,691 $16,586 $18 7.29% Deferred Developer Fee 2.00% $26,538 $3 317 $4 1.46% Subtotal: $159,229 $19,904 $22 8.75% O Construction Management $2,000 $250 $0 0.11% _ Builders Risk/Liability Insurance $4,400 $550 $1 0.24% .>'. Security(MECH to assume security) $1,200 $150 $0 0.07% C Special Assessments(property tax) $1,720 $215 $0 0.09% Accounting/Inspection/Prevailing Wage Audit $3,800 $475 $1 0.21% E Utilities and other holding costs $3,400 $425 $0 0.19% Indirect Construction Costs Contingency 3.0040 $5,272 $659 $1 0.29% f0 TOTAL INDIRECT CONSTRUCTION COSTS $181,021.60 $22,628 $25 9.950/. _ O 5.PENT-UP COSTS in Marketing/Advertising Expense $400.00 $50 $0 0.02% V Lease-up Reserve(12 wk lease-up,4 Units) $6,421.73 $803 $1 0.35% �- Relocation Fees and Benefits $270,000.00 $33,750 $37 14.84% W Capitalized Operating Reserve(4 Units) $10,346.69 $1,293 $1 0.57% Reserve for Property Mgmt Payroll $9 751.60 $1,219 $1 0.54% TOTAL RENT-UP/MARKETING COSTS $296,920.01 $37,115 $41 16.32% 6.FINANCING COSTS M i# Construction Loan Interest $0 $0 $0 0.00% to Construction Loan Fees/Costs $0 $0 $0 0.00% U) Lender Appraisal $2,200 $275 $0 0.12% O Lender Legal $0 $0 $0 0.00% Q' O Permanent Loan Fees/Closing Costs $6,965 $871 $1 0.38% fl Title and Recording(Constr./Perm.) $5,400 $675 $1 0.30% TOTAL FINANCING COSTS $14,565 $1,821 $2 0.80% _ d 7.SUBTOTAL DEVELOPMENT COSTS $1,142,818.99 $142,102 $157 62.81% E TOTAL LAND COSTS $676,597.00 $84,575 $93 37.19% V TOTAL DEVELOPMENT COSTS $1,819,415.99 $226,677 $250 100.00'/ to w a Construction estimates are subject to change and may be revised due to entitlement issues,changes in construction standards,architectural and engineering requirements,and other unforseen circumstances. J _ 2 Packet Pg. 537 7.B.m EXHIBIT "B" ZENT SCHEDULE Revised. 612612014 0 Project Name: Sunrise& 19th Street Project AKA Eastpointe Village Project Address: 2245 and 2275 E Sunrise Ln., San Bernardino, CA 92404 Developer Name: Mary Erickson Community Housing N O 12014100%AREA MEDIAN INCOME o $60,700 2014 2014 a Monthly Monthly Monthly Total Total Total N Unit Gross Utility Net Number Monthly Annual #of Type Median Rent Allow. Rent of Units Rent Rent($) Bdrms, o L a ONE BEDROOM 30% $0 $0 $0 0 $0 $0 0 c 45% $0 $0 $0 0 $0 $0 0 0 50% $0 $0 $0 0 $0 $0 0 0 m TWO BEDROOM 30% $410 $93 $317 0 $0 $0 0 .0 45% $615 $93 $522 0 $0 $0 0 50% $683 $93 $590 8 $4,719 $56,628 16 60% $819 $93 $726 0 $0 $0 0 Q L 8 0 THREE BEDROOM 30% $473 $0 $473 0 $0 $0 0 iL 45% $710 $0 $710 0 $0 $0 0 50% $789 $0 $789 0 $0 $0 0 60% $947 $0 $947 0 $0 $0 0 0 MANAGER'S Exempt $0 $0 $0 0 $0 $0 v w see proration across all properties 2 tM Rent Revenue TOTAL 8 $4,719 $56,628.00 16 N 0 z 0 30% 0 0.00% 30% 0 0.00% 45% 0 0.00% 45% 0 0.00% E 50% 8 100.00% 50% 8 100.00% E 0 60% 0 0.00% 60% 0 0.00% V Mgr 0 0.00% Mgr 0 0.00% 0 8 100% 8 1000 v Including Mgr. Unit Excluding Mgr.Unit w M N O CL O L d C E t V to Q 3 '� Packet Pg. 538 7.B.m EXHIBIT "B" OPERATING EXPENSES Revised: 6/2612014 O Project Name: Sunrise&19th Street Project AKA Eastpointe Village Project Address: 2245 and 2275 E Sunrise Ln.,San Bernardino,CA 92404 -y Developer: Mary Erickson Community Housing N U) O ANNUAL MONTHLY PER UNIT UNIT/MO. %TOTAL C 8 d 1. MANAGEMENT , Contract Management Fee $2,831 $235.95 $353.93 $29.49 7.45% TOTAL MANAGEMENT $2,831 $235.95 $353.93 $29.49 7.45% y O 2. ADMINISTRATION a Marketing $50.00 $4.17 $6.25 $0.52 0.13% I) Audit $1,000.00 $83.33 $125.00 $10.42 2.63% N Legal $300.00 $25.00 $37.50 $3.13 0.79% Office Expenses $460.00 $38.33 $57.50 $4.79 1.21% 2 TOTAL ADMINISTRATION $1,810 $150.83 $226.25 $18.85 4.76% y 3. PROPERTY MGMT PAYROLL-SALARIES AND BENEFITS On-Site Manager(Incl apt and taxes) $4,560.00 $380.00 $570.00 $47.50 11.99% G Maintenance Personnel* $1,920.00 $160.00 $240.00 $20.00 5.05% Janitorial Personnel $0.00 $0.00 $0.00 $0.00 0.00% Q Case Manager $0.00 $0.00 $0.00 $0.00 0.00% O Housekeepers $0.00 $0.00 $0.00 $0.00 0.00% a Mileage and Insurance $912.00 $76.00 $114.00 $9.50 2.40% LL TOTAL SALARIES $7,392.00 $616.00 $924.00 $77.00 19.44% W 4. MAINTENANCE � Supplies $480.00 $40.00 $60.00 $5.00 1.26% Repairs Contract $800.00 $66.67 $100.00 $8.33 2.10% Pest Control $240.00 $20.00 $30.00 $2.50 0.63% _ Grounds Contract $3,744.00 $312.00 $468.00 $39.00 9.85% W Turnover Costs $1,960.00 $163.33 $245.00 $20.42 5.16% 2 Other $0 $0.00 $0.00 $0.00 0.00% tM TOTAL MAINTENANCE $7,224 $602 $903 $75 19.00% N 7 5. UTILITIES NOT PAID BY TENANTS O Trash Removal $2,880.00 $240.00 $360.00 $30.00 7.58% Electricity $960.00 $80.00 $120.00 $10.00 2.53% Water/Sewer $3,960.00 $330.00 $495.00 $41.25 10.42% Gas $1,474.00 $122.83 $184.25 $15.35 3.88% E TOTAL UTILITIES $9,274 $772.83 $1,159.25 $96.60 24.39% 0 O V 6. INSURANCE C Property&Liability Insurance $3.936 $328.00 $492.00 $41.00 10.35% ai TOTAL INSURANCE $3,936 $328.00 $492.00 $41.00 10.35% 7. TAXES/RESERVES LV Real Estate Taxes(Non-General Levy, Z' Spec Assessments),Permits $2,752 $229.34 $344.01 $28.67 7.24% Replacement Reserves $2,800 $233.33 $350.00 $29.17 7.36% TOTAL TAXES $5,552 $462.67 $694.01 $57.83 14.60% 8. OTHER to Other $0 $0.00 $0.00 $0.00 0.00% Q. Other $0 $0.00 $0.00 $0.00 0.00% O TOTAL OTHER $0 $0 $0 $0 0.00% a TOTAL OPERATING EXPENSES $38,019.48 $3,168.29 $4,752.44 $396.04 100.00% d Total Op Exp less Prop Mgmt Payroll $30,627.48 $2,552.29 $3,828.44 $319.04 80.56% Op Exp as a percent of Rent 67.14% v to Less Replacement Reserves $35,219 $2,934.96 Q 4 Packet Pg. 539 OV9 '13d 103138d �-- a eeee eee O Q 0 1,2 0A (0 O o T 000 Ol 00 Of a O Q(0O0 Ogg -0 n � r h U 1� a N- v v v Q6 c o w m o�o 12,000i00000 a N "1 ma, (8 19 a, � `p p w o�Q Q r�- CL D } N 0 IM 0 0 N N t� MM h 000 h 00 }' u I 0) Omi (NO_g W h- N N (V v m m c4 rn m N n mmm to )p (ti C O N04F m C' O n O m N N O_ On tk 60 Vk a 44 9 (D } ((pp0 S p `NJ Uo (0 N O�C'j 'i O 000 O (o ( K O O N O V 0 0 0 s a^mfR o V)to(A a O m (0 Vl m Of 0] ` u] �p to (DW C H LL}l C p (pp m N Og O N o°f00) co uO'i m N 000 N 00 Q (D OD Q 7 m (o w O d a. g Cl) ID (pi of m .4 O a) N Om.- O O O OOO 0) OO Ol U C w t'j lo cl cq N Q O N fN0 (NO (NO r- m of m m m C6 Q Q Q LL 2 w C O a ° m M ° oa J J p m Q 0 m a, m m N } N rD.❑o6000 C ° m 8 gym' c CD �N)° m rn � o 000 v 00 v nQ m (D � m(or� v Q Q eo u}l ('( o oo c)Wg m m m v (n° (cq (0 N N C v I= ri Q (coo m Nn (N+� o(p r Q v Q } '2 0 0 I N m ((op O(D pp 0)O 000 s� o o Q O O L V N N 01 NV . 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C .0 C O .D ` L U a '2 (6 N m `p O ], m 0 U N m LL ° m m y m« 8 a m m 2 w.E w c ¢ `oa w.S `o c 2 d m c y o O 2 v LL 3 °- `o �, ' E C a)(Do� ccm y 8:5 mv- m °o am .°.� CL °c no � aa) yom � - E8.^N. m8 .amm 3c.o �- Wm 'p c m W Y csC, �i3 �wm i S D 3 I O O N W m ci N O 3 0 O 3 3 C 3 O C N O C4 Z W A co T M O D O 1 CL w fD 2 O C N .D .0. 0 K N O m O N f c O • 3 � UJ'8'L 7.B.n habitat for HumanM 0 0 June 25, 2016 0 L a v� City Clerk's Office U m City of San Bernardino 0 300 North D Street,Second Floor °' 0 San Bernardino, CA 92418 E N 7 O Please find our enclosed Request for Proposal for Affordable Housing Projects on a four lot parcel in San Bernardino which borders Acacia St. on the east and F Street on the west just north of 36th Street(4 -a Lots APN:015201240/41/42/43. Our application is for$800,000 for the build of four homes in the City of ° San Bernardino and will anticipate starting construction on January 1st 2015. a L O Our plan is to newly construct four homes for four low income families, while staying true to the original U_ character to the specific period in which it was constructed, as the grant requires. Habitat for Humanity will secure matching funds in the form of donated materials, donations and local foundation grants and v volunteer labor to complete the work.The property was gifted to Habitat for Humanity San Bernardino by the estate of the late Neil Baker. c �a The mission of Habitat for Humanity s to eradicate substandard Y , poverty housing. Habitat for Humanity, a San Bernardino Area,works towards this goal in its local area which extends from Fontana in the West o c to Yucaipa in the East, and from the San Bernardino mountain foothills in the North to the Riverside cc county line in the South. The work of Habitat for Humanity,San Bernardino Are is implemented by L volunteers who serve on the Board, committees, in the office and on-site projects. Ultimate decision- ao m making responsibility rests with the Board of Directors and/or the Executive Committee. It is the task of cc Cn the Board to ensure that the affiliate's activities are consistent with Habitat for Humanity International's Standards of Excellence. E Within the application we have documented all of the requirements for project collection: _ L 0 • Qualification Statement • Project Description n • Site Control = • Project Timeline • Zoning Entitlements M N O • Financing Plan c L • Conflict of Interest °- • Exceptions E t tv .r Q Packet Pg. 546 7.B.n • Certification o m _ A you for your efforts in processing this request. Please contact me if you have any questions. z c CL 0 0 Sincerely, a Dennis Baxter � Executive Director a Habitat for Humanity San Bernardino Area, Inc. a� P.O. Box 13129 San Bernardino, CA 92423 y Phone: (909)478-1176/ Fax: (909)799-9104 0 x Email: dbaxter @habitatsb.org /Website:_ww.habitatsb.org c� L 0 w Q L 0 a U- c� 00 v M U _ Rf U L a 0 c a L _ L a� m c ca Cn ca E L 0 R N O Q O L a m E U Q Packet Pg. 547 7.B.n Habitat for Humanity San Bernardino Area Inc. has been in existence since 1992. We are an affiliate of c Habitat for Humanity International. Our affiliate covers San Bernardino,CA and the cities surrounding San Bernardino. Habitat for Humanity has a long history of alleviating homelessness and poverty co housing. Our service area stretches from the City of Fontana on the west,Yucaipa on the east,from y Grand Terrace on the south,to the upper desert communities on the north, including Hesperia, Apple 0. 0 Valley and Victorville.We also cover the mounting communities of Crestline, Lake Arrowhead, and a Running Springs.Since our affiliation Habitat for Humanity has built 28 homes in Redlands,San N Bernardino, Fontana, Loma Linda, Colton,Yucaipa and Highland, providing housing for more than 100 m individuals. o L a Our goal is to begin the construction of The Baker Lot project in developing a four lot parcel in San c Bernardino which borders Acacia St. on the east and F Street on the west just north of 36th Street(4 Lots—APN:015201240/41/42/43).The total cost for The Baker Lot project will be$800,000 with each = home being a total of$200,000. Habitat for Humanity has previously discussed and has been in pursuit m with the former RDA representative Cary Jenkins for funding to completion of curb, sidewalks and -a gutters for this new construction project.This is a residentially zoned area. Habitat for Humanity ° anticipates to complete the four newly constructed homes over the course of 24 months which will Q L assist Four Households. Habitat homeowners are offered classes on home maintenance, repairs, a finance, and budgeting to assist them with the transition to a fresh and sustainable lifestyle. We work in "- W conjunction with paid staff,volunteers and the broader community to develop strategies to transform and strengthen communities. 00 RT M_ We organize teams of builders, subcontractors and suppliers to complete the homes through ci fundraising, donation, and in-kind materials and services. Habitat for Humanity has partnered with c Redlands Blueprint, Lowe's Highland and Universal Truss Riverside on previous construction projects Iv that included the building and renovation of 8 Habitat homes. Q 0 E Redlands Blueprint/Danny Bachiu (909)792-3478 L Universal Truss Riverside/Daniel Irwin and Santiago Martinez(951)300-1758 = L Lowe's Highland/Martha (909)557-9010 m �a Habitat for Humanity families are selected based on low-income need.This means families that fall from N the 60%to 80%of the San Bernardino County median income with a population of 210,000,47%of the renters in the metropolitan area of San Bernardino have"worst case" housing needs.This means with E the median income which is currently$63,000,our families can earn as little as$37,000 annually with = the majority of our clients at 151%of the national poverty level.All of persons assisted by this program �o will meet the very low-and low-income guidelines established by HUD based on the median income for the San Bernardino County area.The racial makeup of the San Bernardino County and surrounding areas was (30%) Black, (50%) Hispanic, (20%)White.Age Group(s) served (10%) 6-11, (10%) 12-17, (10%) 18- _ 24, (50%)25-44 and (20%) 65+.Gender(s)served: (50%) Female and (50%) Male. We will collaborate with community leaders and community organizations including minority leaders 0 and churches.We will advertise in local newspapers and use other media in order to reach the entire o service area including minority owned media in the service area. Press and media releases regarding °- groundbreaking and construction; progress updates on construction with listing of donors in newsletters = 0 mailed quarterly; upon completion of construction. s U t6 w Q Packet Pg. 548 7.B.n Key Staff that will be involved with the project: —�, Dennis Baxter/Executive Director U) Maria Armstrong/Administrative Assistant a. 0 Timothy Garcia/Construction Contractor a Habitat for Humanity operates and will continue to operate a ReStore. We accept new and usable building materials,appliances;furniture and home accessories for re-sell to the general public at a c fraction of the retail price.All proceeds fund Habitat programs.The ReStore provides a recycling center n- M to keep good, reusable materials out of landfills and make home improvement needs more affordable. E .y Site Control: o x m One Director of Construction (part-time) One On-site Construction Supervisor who will oversee the construction project and will be available 0 rz during construction hours. Q L 0 Project Timeline: a U. o! Milestone Date m Submit application for planning 8/18/2014 co entitlements/approvals ,,%ftW Submit loan application to lender 9/12/2014 Environmental review/Phase 1 study 9/25/2014 Complete planning entitlement process 10/1/2014 L Q Select tax credit investor Not Applicable 0 Select contractor 8/1/2014 'a Prepare detailed cost estimate 11/1/2014 Submit plans and application(s)for plan check 11/15/2014 a, and building permit m c Submit application for tax credit allocation Not Applicable Cn Obtain tax credit allocation Not Applicable r Obtain approval of construction plans 12/15/2014 Obtain construction and permanent loan Not applicable commitment = L Final construction contract Not Applicable ° Partnership Agreement 12/22/2014 Pay impact fees and obtain construction permits 12/22/2014 Begin construction 1/01/2015 Complete construction 1/01/2017 Complete lease-up/occupancy 1/01/2017 N 0 c. 0 L Estimated Budget for the Program Period L c Personnel/Operating costs $100,000 Administrative costs $105,000 Q Packet Pg. 549 7.B.n Equipment,vehicle,Travel expenses $ 16,000 0 Number of Homes=4 m Home Construction $800,000 in �a Total Budget for the Program Period $1021,000 0 ' O CL Grant request if for$800,000 for this project. Habitat will submit quarterly distribution at the beginning O a` of each quarterly period. Program income will be placed in a restricted account and used only for N program activities. m O L n. N 7 O 2 d .Q E L O Q L O CL U- o: co 00 Li c �a as L Q O E L M L M4) W U) Y E L O R fC N O Q O L d d E U R Q Packet Pg. 550 7.B.n 0 Dennis Baxter 327 East 17th Street San Bernardino CA (909) 886-3478 0 Cell: (909) 838-1347 0 DENNISJBAXTER @VERIZON.NET ° Employment: Habitat for Humanity San Bernardino Area, Inc. San Bernardino, CA Executive Director September 14, 2012 to Present ° a` • Provide leadership in developing program, organizational and = financial plans with the Board of Directors, and staff. • Ensure proper management of all finances including bookkeeping, financial reports, cash flows and investments. • Direct and guide staff in operation of the Habitat Restore. • Manage and execute Habitat's communication and public relations o as the primary spokesperson for the organization. a • Procurement of grants, public funding and other fundraising programs. c • Coordinate staff involving property acquisition, construction, a. rehabilitating properties, family placement and volunteers. to Inland Empire Media Group San Bernardino, CA Business Development August 1, 2011 to September 13, 2012 Manager c • Created marketing and advertising sales campaigns within a three channel television network. • Developed price points and strategies for clients to grow their o business through television advertising. • Wrote, produced and voiced television commercials. • Provided training, direction and assistance to sales and production staff. 00 • Increased awareness of I.E.M.G through social media contests and in promotion. M City of San Bernardino San Bernardino, CA E City Councilman March 2006 to March 2010 = • Developed and advised staff on the annual City/Economic ° Development Agency combined budgets of nearly 260-million dollars. w • Chairman of the Grants Committee, member of the Ways and Means Committee, the CDBG Funding Committee and the JPA Water = Authority. • Official representative of the City to Seoul, South Korea and Sister y City Goyang, South Korea in 2008. 0 CL 0 L a a E w Packet Pg. 551 7.B.n Dennis Baxter Page 2 o aUi Inland Empire Media Group San Bernardino, CA Television Host/Producer September 2004 to September 2012 • Producer and Host of the award-winning "Reveal' television interview o program in a one-on-one format in which regional known guests 0 discuss facts of high interest to viewers. a • Anchor of the award-winning "Inland Empire Alive" TV program featuring newsmakers and organizations as they discuss concerns 4) and issues in the region. o L • Reporter for"Gems of the Inland Empire" TV program featuring historical locations and notable personalities. N 0 NBC NewsRadio KCAA San Bernardino, CA = General Manager/Talk Show Host February 2004 to March 2010 • Recruited, trained and supervised sales staff, achieving improved productivity resulting in a 60% increase in monthly billing. • Recruited and coached on-air staff and led by example through the a daily talk show"Baxter In The Morning". 0 • Negotiated with networks and syndicates for purchase or barter of U_ programs. • Spokesman in the media and appeared on National Television with CO Paula Zahn on CNN and John Gibson on the Fox Network. M Tribune Broadcasting Corporation Sacramento, CA News Director/Anchor Ten Years • Compiled, wrote, edited and delivered Newscasts, Traffic Reports, a and Weather updates. 0 • Produced and Anchored award-winning public affairs programs. • CBS Radio Network Reporter at the State Capitol. m Education: San Bernardino Valley College San Bernardino, CA • Telecommunications. Community: • Board President, Habitat for Humanity Greater San Bernardino. • Board Vice-President, League of Women Voters. _ • Board Member, YMCA San Bernardino. `o • Past President, Perris Hill Neighborhood Association. Awards: • SCAN-NATOA Star Award Best Talk Show"Reveal' 2012 = • SCAN-NATOA Star Award Best Talk Show"I.E. Alive" 2011 • Associated Press and UPI Best Newscast • Associated Press and UPI Best Documentary 0 • Associated Press and UPI Best Public Affairs Program. o References: Available upon request Q E w a Packet Pg. 552 7.B.n Tim Garcia Experience with Habitat for Humanity ° 1 started working with Habitat in 1996 as a volunteer from First Presbyterian Church San a 0 Bernardino, working on one of the homes in Redlands. a In 19991 was asked to serve on the Board of Directors serving for 4 years on the board with 2 years as President of the board. o L a After serving on the board of directors I received my California State Contractors license and became Construction Manager for the affiliate. ; O x I have supervised the Building of or Renovation of 8 Habitat homes to date in the cities of a Redlands, Highland, Colton, Highland, Hesperia, and San Bernardino. L Timothy E Garcia a L Tgai CEa28Q3@aC31.COlt? a. U- Ca. Lic. #851508 W 00 M V _C f0 d L Q O _ L to _ L d m _ E 7 2 L O bd 2 N O CL O L a. C d E t V ea w Q Packet Pg. 553 7.B.n Maria Armstrong 14289 Nicoles Way Adelanto, CA 92301 Phone: (916) 337-9949 C U E-mail:muriarte 1 101 @yahoo.com 0 Maria Armstrong co Skills rn -Microsoft Outlook and Windows / Microsoft Word and Excel -Home Loan Portal - Questys 4.2 - o ACT 4.0 -Access 97 -CounselorMax -Home Counselor Online a -DARTS SYSTEM -Power Point -Adobe Reader w m Experience ° a a� June 2014—Present Habitat for Humanity San Bernardino Area 5 .N San Bernardino, CA 0 t.rE€,jii�isti°.atiec :?:ssi$t2l itt � Provide administrative and clerical support to the Executive Director. Manage calendar for ED, assist in M resolving administrative problems. Prepare and modify documents including correspondence, reports, o drafts, memos and emails. Schedule and coordinate meetings and appointments for manager. a Graiit W7rit€tla L Developing and writing grant proposals to foundations and other grant-making organizations, communicating the organization's mission and programs to potential funders. Assembling and submitting UL grant requests, including letters, proposals, budgets, and presentations. co ao v M March 2012—November 2013 Neighborworks Sacramento Sacramento, CA c is E-lonieownersitip Counselor � Assist borrowers in completing the steps necessary to avoid foreclosure by educating borrowers Q 0 with their options, gathering property information and documentation, submitting completed =_ workout request packages to servicers, assisting borrowers with follow-up actions as required, and a ca ensuring the timely and accurate input of all case information into HCO and CounselorMax, the client management system. Obtain a signed authorization for the borrower and assist the borrower in °' m preparing and assembling the information and documentation required by the servicer for evaluation of ca workout options. Conduct follow up communications with servicers and borrowers as needed to ensure receipt of workout package by servicer,address any deficiencies in package,inquire about status of cases and escalate as needed per escalation protocol. Assist borrowers in understanding and implementing workout options including discussion of terms of modification offer (and/or other options presented by the servicer); assist borrower with follow-up actions required of the borrower = to obtain workout option; and, if appropriate, refer the borrower to local service providers for additional assistance. w Provide housing Counseling to clients in the areas of budgeting,credit counseling,pre-purchase and post = purchase education for first time homebuyers including the Homebuyer Education Class(8hours). Worked with first time homebuyer programs(CalHome,FHA Back to Work Initiative,LIFT,City Down Payment 'Fa Programs etc.) rn 0 a 0 6. a May 2005—2011 Montebello Housing Development Corporation Montebello, CA Uininistrativ e :Assistant to Board President y Under limited supervision, perform a variety of responsible office management, secretarial duties and administrative tasks in support of the President and General Manager and his management staff, provide y lead supervision to assigned secretarial and clerical staff, perform related work as assigned. Am able to Q work independently with minimal direction, and carry out assignments to completion in a timely fashion. 1 Packet Pg. 554 EEI Coordinate projects, attend meetings, and travel for training. Provide direct and confidential secretaria support to the President and General Manager; receive visitors and answer phones; maintain calendar and schedule appointments; make travel and meeting arrangements for Board and Staff. • Assisted the President in improving operational systems, processes and policies in support of the o organizations mission *, • Play a significant role in long-tem planning, including an initiative geared toward operational m excellence � • Disbursement of checks for agency expenses N 0 • Prepare Agendas for Board and Executive Meetings —Attend, record and transcribe minutes of 0. 0 Board, committees, working groups and other meetings as required a • Comply with all grant reporting as required by foundation/corporate donors N r m Grant iii r•i ing p IL L • Responsible for conducting the full range of activities required to prepare, submit, and manage grant proposals to function and corporate sources = • Perform prospect research on foundations and corporations to evaluate prospects for corporate 0 and foundation grants. _ • Assist with other fundraising projects as requested m • Work with finance to gather information necessary to report to corporate/foundation fenders on current grant programs. 0 Q 4dvoeaev / l.oi0i»inr; C Contact and confer with members of legislature and other holder's f public office in regards to legislation a- bills regarding Housing, Education, Immigration and Workforce Development. Plan and coordinate meetings between members and elected officials to discuss legislation. Attended and represent our local Non Profit agency at state and national meetings. CO M_ Property Management v _ • Scheduled property maintenance • Resolve tenant complaints Q • Manage Delinquent Accounts 0 Handle property financial operation, making sure the rent is collected on time and make sure that 'o maintenance bills are paid on time. Ensure that tenants comply with their agreements, discuss terms with f° _ lessee, and explain rules enforced by the Management Company. Handle unexpected situations around `m the property; respond to tenant complaints and concerns. Inspect vacant units working with maintenance m regarding repairs and carry out procedure for renter's evictions. U) January 2004—May 2005 Cadd Squad Staffing Firm La Verne, CA r :'4k<? T142Y l`.G fi rEetlti£t16C � Responsibilities include recruiting, interviewing, testing, and job placement. Responsibilities also include attending job fairs, client/service calls, coach/counsel employees, problem solving, and training. _ Resume processing, background screening, interview scheduling, recruiting, and input/maintenance, offer letters, pre-hire paperwork, and new hire orientation presentation/gather paperwork. a w Created and implemented policies and procedures for company. Responsible for training new hires. cc September 2002—January 2004 Ferguson Enterprises Pomona, CA :4eeounrs Pav<ztrie Clerk #k Performed any combination of calculating, posting, and verifying duties to obtain financial data for use in N maintaining accounting records. Compiles and sorts documents, such as invoices and checks, substantiating o business transactions. Computes and records charges, refunds, and cost of lost or damaged goods, freight a charges, rentals, and similar items. Type vouchers, invoices, checks, account statements, reports, and other records, using typewriter or computer. Worked with the KeyFlow system for data entry. E February 1998— February 2002 City of Pasadena Pasadena, CA Administrative Assistant � a 2 Packet Pg. 555 7.B.n Retrieved, allocate space, and stores files and boxes of records in accordance with policies and procedures. Maintained and updated a records retention n database; erformed data entry and retrieval P Y tasks. Typing and office procedures. Emphasis on confidentiality of information and accuracy in typing g and filing. P c Q o Daily office support for the City's Records Center. Answering phones, processing request for records d including but not limited to retrievals, refiles, destruction, office phone service; monthly mass mailings N of phone bills; updating files from paper to computer; clerical duties; type; fax; massive Xerox copying; sorting of mail; massive filing and purging. N 0 Responsible for scanning and editing documents to the Citywide Document Imaging System o a Education m 1998-2002 Pasadena City College Pasadena, CA o a Early Child Development c 1995 Marshall High School Pasadena, CA 0 X a� Certification (Neighborworks Training Institute) c� June 2006 Affordable Housing Development 0 August 2006 a g g Accelerated Th Methods:er Education M Homebuyeos: e cceerated Version, Beginning to `- II' b o Intermediate Foreclosure Prevention 4- a U_ December 2006 How to Raise Money, Laying a Foundation for Fundraising, Grant Proposal Writing 00 August 2007 'r g Managing Conflict in Teams: A Toolkit, Coaching Skills for Managers August 2008 AH215 Fair Housing, HO245 How to Become a HUD-Approved Housing J *44,,0,Counseling Agency, CB103 Building Powerful Community Partnerships �a January 2010 IDEA / WISH Training a March 2011 CreditSmart c V March 2012 Foreclosure Prevention M a� m c ca Cn ca E L O i+ M d.+ .Q M 0 Q 0 a` c m �a w a 3 Packet Pg. 556 c 0 C.) as m �a w 0 a 0 L a CA as 'o L IL am c 0 x d c� L 0 Q L 0 a U- co M V C m d L I 0 L m x L x ur ?�"ti 5 0 g 0 I' y s R Q Packet Pg. 557 7.B.n City of San Bernardino - RFP for Affordable Housing Projects 0 Attachment C d d AUTHORIZED OFFICIAL CERTIFICATION FORM N The undersigned certifies; to the best of his or her knowledge and belief, that: ° 0 L a. A. No federally appropriated funds have been paid, or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or o an employee of a member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and/or the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative c agreement. _ 0 B. If any funds other than federally appropriated funds have been paid or will be paid to any persons for influencing or attempting to influence an officer or employee of any agency, o a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with this federal contract, grant, loan, or cooperative o agreement, the undersigned must complete and submit Standard Form-LLL, "Disclosure a Form to Report Lobbying," in accordance with its instructions. C. The language in Paragraphs A and B above must be included in the award documents v for all sub awards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and all subrecipients must certify and J disclose accordingly. _ m D. The information and statements contained in this Application and any of its Appendixes Q are true and correct. °c E. Any HOME funds awarded must be used in accordance with all laws and regulations governing the HOME Program and other applicable laws. M F. Neither the Applicant nor any of its principals is presently debarred, suspended, in proposed for debarment or suspension, declared ineligible or excluded from participation r in the HOME Program by any federal department or agency. E G. No member, employee, officer, agent, consultant or official of the Applicant, nor any = member of its immediate family, during his tenure or for one year thereafter, must have o any interest, direct or indirect, in any award of HOME funds made pursuant to this 0 Application. w .E H. Any changes in the facts and information supplied in this Application, or in any of its = Appendixes, may result in denial or withdrawal of any HOME funding awarded. K. The Applicant will not invest any more HOME funds, in combination with other federal o assistance, than is necessary to provide affordable housing. c L a L. The Applicant possesses the legal authority to carry out the HOME Program in 10 accordance with the HOME Regulations. a Page 1 of 2 Packet Pg. 558 7.B.n City of San Bernardino - RFP for Affordable Housing Projects c 0 M. Where applicable, the Applicant will comply with the HOME Regulations relating to acquisition and/or rehabilitation, relocation, and to maintaining a drug free workplace. Cn N O C. O Executed this day ofV By:_ 1�3 N 0 C. Print Full Name of Applicant a, By: Applicant's Signature E. �a a Applicant's Official Title c a U- co 00 M_ C C f6 d L Q O C E to C d m C N M E 7 2 i O r r.+ to CO) O C. O L CL V Q Page 2 of 2 Packet Pg. 559