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CC - Item 5D - Selection of Contractor for Property Management Services of Angelus and Garvey Senior Apartments
ROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: BEN KIM, CITY MANAGER7' DATE: MAY 28, 2024 SUBJECT: SELECTION OF CONTRACTOR FOR PROPERTY MANAGEMENT SERVICES OF ANGELUS AND GARVEY SENIOR APARTMENTS SUMMARY The Rosemead Housing Development Corporation operates two senior housing complexes, Angelus and Garvey Senior Housing. Angelus Senior Housing, located at 2417 Angelus Street, was built in 1994 and is comprised of 51 apartment units. Garvey Senior Housing, located at 9118 Garvey Avenue, was built in 2002 and is comprised of 72 apartment units. Both senior housing complexes are currently managed by Levine Management Group, Inc. The current Professional Services Agreement with Levine Management Group, Inc. is set to expire on June 30, 2024. For this reason, on March 28, 2024, the City released a Request for Proposal (RFP) No. 2024-12, seeking property management services for the two senior housing complexes. The RFP for property management services was released on March 28, 2024, with posting on the City's website, and was open to any interested party. Proposals were due to the City Clerk's Office on April 18, 2024, where the received submittals remained unopened until after the 10:00 a.m. deadline. All received proposals are on file with the City Clerk's Office for public record and review. The City received four proposals from the following property management firms: 1. Bell Properties, Inc. 2. National Core 3. Sterling Asset Management 4. Virtual Workplace Solutions LLC The two senior housing complexes are currently managed by Levine Management Group, Inc. The City did not receive any proposals from Levine Management Group, Inc. during the RFP process. Based on a discussion with their firm on May 15, 2024, it was then identified that a proposal was initiated, however, due to an error in the mailing address number, the City never received the proposal. Levine Management Group, Inc.'s proposal was sent through FedEx and addressed to AGENDA ITEM 5.D City Council Meeting May 28, 2024 Page 2 of 4 8338, instead of 8838 E. Valley Boulevard. Due to this error, the City is unable to accept a proposal from Levine Management Group, Inc. Staff thoroughly reviewed the four proposals. Below is a table summarizing key information gathered from the proposals, followed by a summary of each firm's experience. Management: Bell Properties, Inc. National CORE Sterling Asset Management Virtual Workplace Solutions LLC 440 E Huntington Dr. 92692 Haven Ave. Ste. 5030 Business Center 300 Carlsbad Village Location Ste. 300, Arcadia, CA 100, Rancho Dr. Ste. 350, Fairfield, Dr. Ste. 108A-430, 91106 Cucamonga, CA 91730 CA 94534 Carlsbad CA 92008 2018 (6 years of 1994 (30 years of 1991 (33 years of 2018 (6 years of Year of Est operation) operation) operation) o eration # of Units 2,200+ 12,000+ 1323 350 Managing $ Per Unit $100 (Total $147,600 a $70 (Total $103,320 a $65 ($95,940 a year) Missing from Proposal Per Month year) year) Property Manager: Community Manager: $40/hour $25/hour Property Manager: Personnel Fees Assistant Property Assistant Manager: $20-30/hour N/A Manager: $28/hour $20.50/hour (40 hours a week) (40 hours a week) (40 hours a week) • Bell Properties, Inc. — Bell Properties, Inc. was established in 2018 and is located in the City of Arcadia. According to their proposal, they manage over 2,200 units across Los Angeles County. In addition, Bell Properties, Inc. is in contract with the Housing Authority of the City of Los Angeles and the City of Bell. • National CORE — National CORE was established in 1994 and is located in Rancho Cucamonga. National CORE manages over 12,000 units in Southern California. In addition, they also have experience with HOME funded affordable developments. • Sterling Asset Management —Sterling Asset Management was established in 1991 and is located in the City of Fairfield. They manage 1,323 units, which are mostly located in Northem/Central California. • Virtual Workplace Solutions LLC — Virtual Workplace Solutions LLC was established in 2018 and is located in Carlsbad. They manage 350 units which are located in California and various states. Based on staff s review of the proposals from Bell Properties, National CORE, and Sterling Asset Management, all three firms are experienced in property management. Virtual Workplace Solutions LLC were not considered as they did not include a cost proposal in their proposal. After a thorough review of the received proposals, it has been determined that National CORE would be City Council Meeting May 28, 2024 Page 3 of 4 the best fit for the management services of the senior housing complexes. This recommendation is based on criteria such as pricing, background, references, experiences, and financial stability. National CORE has well over 30 years of experience and staff reference checks demonstrated that their clients were highly satisfied with their management services. They were acknowledged for their resourcefulness and responsiveness to clients and residents. In addition, they were highly recommended to the City of Rosemead by their references. National CORE is proposing a unit cost of $70 per unit each month. This is an increase of $21 from the cost per unit by Levine Management Group, Inc. of $49 per unit each month. The monthly unit cost of $70 includes the payment to corporate staff to cover routine maintenance, tenant relations, financial management, technology integration, compliance and legal support. The rents collected from the senior housing complexes are deposited into several "Operating Accounts". These accounts will aid in financing the monthly management fee, utilities for both senior housing complexes, and any additional costs associated with unit repairs. In addition, each senior housing complex will be staffed at a minimum with one full-time onsite manager. The City and National CORE have agreed on the Scope of Work, which is outlined in the Professional Services Agreement (Attachment A). As part of the Professional Services Agreement, National CORE is required to have staff available who are fluent in Cantonese, Mandarin, Spanish, and Vietnamese to handle tenant concerns and questions. All onsite personnel shall be contracted service providers or employees of National CORE and shall be paid from the Operating Accounts as an expense of the senior housing complexes. STAFF RECOMMENDATION Staff recommends that the City Council, sitting as the Rosemead Housing Development Corporation Board of Directors, authorize the City Manager to execute an Agreement with National CORE to provide property management services for the two senior housing complexes (Angelus Senior Housing and Garvey Senior Housing) at a cost of $70.00 per unit each month. The terms of the agreement shall be for three (3) years with two (2) one-year extensions at the sole and absolute discretion of the City beginning on July 1, 2024. FISCAL IMPACT The property management fee is offset by the rental revenue and Successor Agency subsidy of the two senior housing complexes. The monthly management fee will be set at $70.00 per unit, per month for each site for a total annual fee of $103,320 (123 units) and has been included in the FY 2024-25 Proposed Budget. STRATEGIC PLAN IMPACT None. City Council Meeting May 28, 2024 Page 4 of 4 PUBLIC NOTICE PROCESS This item has been noticed through the regular agenda notification process. Prepared by: Destiny Garcia, Management Analyst Reviewed by: ` � L Lily Valenzuela, Deputy Director of Community Development Submitted by: �ot Stan Wong, Interim Director of Community Development Attachment A: Draft Professional Services Agreement Attachment B: Request for Proposal (RFP) 2024-12 Attachment C: Proposal from Sterling Asset Management Attachment D: Proposal from Virtual Workplace Solutions LLC. Attachment E: Proposal from Bell Properties, Inc. Attachment F: Proposal from National CORE Attachment A Draft Professional Services Agreement DRAFT PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN ROSEMEAD HOUSING DEVELOPMENT CORPORATION/CITY OF ROSEMEAD AND NATIONAL CORE 1. PARTIES AND DATE. This Agreement is made and entered into this 1st Day of July, 2024 ("Effective Date") by and between the Rosemead Housing Development Corporation/City of Rosemead, a municipal organization organized under the laws of the State of California with its principal place of business at 8838 E. Valley Blvd., Rosemead, California 91770 ("City") and National CORE a with its principal place of business at 9692 Haven Avenue Suite 100, Rancho Cucamonga, CA 91730 ("Contractor"). City and Contractor are sometimes individually referred to herein as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Contractor. Contractor desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing property management services and is experienced and holds the duly required licenses and certifications to perform the said services. 2.2 Project. City desires to engage Contractor as an independent contractor to provide property management services to the Rosemead Housing Development Corporation ('Project'). 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope of Services: Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and 11°age customary work necessary to fully and adequately supply the professional services necessary for the Project, herein referred to as "Services". The Services are more particularly described in Exhibit A — Scope of Services attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state, and federal laws, rules, and regulations. 3.1.2 Term: The term of this Agreement shall be from July 1, 2024, to June 30. 2027, with the option for up to two (2) one-year extensions at the sole and absolute discretion of the City, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Contractor. 3.2.1 Control and Payment of Subordinates; Independent Contractor: The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor's exclusive direction and control. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services: Contractor shall perform the Services expeditiously, within the term of this Agreement. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements: All work prepared by Contractor shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel: Contractor has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Contractor may substitute other personnel of at least equal competence upon written approval of City. In the event 21 Page that City and Contractor cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Contractor at the request of the City. 3.2.5 City's Representative: The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Contractor shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Contractor's Representative: Contractor hereby Courtney Richard or his/her designee, to act as its representative for the performance of this Agreement ("Contractor's Representative"). Contractor's Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor's Representative shall supervise and direct the Services, using his/her professional skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services: Contractor agrees to work closely with City staff in the performance of Services and shall be available to City's staff, contractors, and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees: Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor represents that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees, and its subcontractors have all licenses, permits, qualifications, and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor's failure to comply with the standard of care provided for herein. 3.2.9 Laws and Regulations: Contractor shall keep itself fully informed of and in compliance with applicable local state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If the Contractor performs any work knowing it to be contrary to such laws, rules, and 31 Page regulations and without giving written notice to the City, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall indemnify and hold City, its officials, directors, officers, employees, and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any liability to the extent found to be arising out of any failure to comply with such laws, rules, or regulations. 3.2.10 Insurance: Contractor shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and part of this agreement. 3.2.11 Safety: Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of its employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gangplanks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.3 Fees and Payments. 3.3.1 Compensation: As Compensation for all of Contractor's ongoing property leasing, management, and related services under this Agreement. Agent shall receive a monthly fee in an amount equal to $70 per unit each month of the Gross Rents received in that Month. 3.3.2 Payment of Compensation: Contractor shall receive a monthly fee from the Gross Rents received in that month, to be paid out to the Operating Accounts. Such fee shall be payable on the ten (10th) day of the month following the month in which the services were rendered. 3.3.3 Reimbursement for Expenses: Contractor shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work: At anytime during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.3.5 Prevailing Wages: Contractor is aware of the requirements of 41 Page California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws to the extent they are applicable to Contractor. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Contractor shall make copies of the prevailing rates of per diem wages for each craft; classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Contractor's principal place of business and at the project site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection: Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination: City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination: If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents/ Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services: In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such 51 Page manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices: All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: CONTRACTOR: National CORE 9692 Haven Ave, Rancho Cucamonga, CA 91730 Attn: Courtney Richard, Senior Vice President Tel: (949) 483-2448 CITY: City of Rosemead 8838 Valley Boulevard Rosemead, CA 91770 Attn: Lily Valenzuela, Deputy Director of Community Development Such notice shall be deemed made when personally delivered or when mailed, forty- eight (48) hours by certified mail or deposit in the U.S. Mail, first-class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data; Licensing of Intellectual Property: This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. The Documents & Data are intended for use solely with respect to the project for which they were prepared. Any reuse or modification by City shall be at City's sole risk. 3.5.3.2 Confidentiality: All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the Services. Nor shall such 61 Page materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees: If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all costs of such action as part of prevailing party's total damages as determined by court of competent jurisdiction or as agreed upon by the parties in settlement. 3.5.6 Indemnity and Defense. a. Indemnity and Defense To the fullest extent permitted by law, Contractor shall indemnify and hold harmless Agency and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including legal counsel's fees and costs, to the extent caused by the negligent or wrongful act, error or omission of Contractor, its officers, agents, employees or subcontractors (or any agency or individual that Contractor shall bear the legal liability thereof) in the performance of services under this agreement. Contractor's duty to indemnify and hold harmless Agency shall not extend to the Agency's sole or active negligence. b. Duty to Defend In the event the Agency, its officers, employees, agents and/or volunteers are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this agreement, and upon demand by Agency, Contractor shall defend the Agency at Contractor's cost or at Agency's option, to reimburse Agency for its costs of defense, including reasonable attorney's fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Contractor's negligent acts, errors or omissions. Payment by Agency is not a condition precedent to enforcement of this provision. In the event of any dispute between Contractor and Agency, as to whether liability arises from the sole or active negligence of the Agency or its officers, employees, or agents, Contractor will be obligated to pay for Agency's defense until such time as a final judgment has been entered adjudicating the Agency as solely or actively negligent. In no event shall the cost to defend charged to the design professional exceed the design professional's proportionate percentage of fault. 71 Page 3.5.7 Entire Agreement: This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both parties. 3.5.8 Governing Law: This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence: Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Contractors: City reserves right to employ other contractors in connection with this Project. 3.5.11 Successors and Assigns: This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer: Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement, or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Captions: Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Parry. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification: No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver: No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Parry shall give the other 81 Page Party any contractual rights by custom, estoppel, or otherwise 3.5.16 No Third -Party Beneficiaries: There are no intended third -party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5.18 Prohibited Interests: Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor further agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic Interest with the City's Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment: Contractor represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination. Contractor shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification: By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement: Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts: This Agreement maybe signed in counterparts, each of which shall constitute an original. 91 Page 3.6 Subcontracting. 3.6.1 Prior Approval Required: Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. [Signatures on next Page] 101 Page CITY OF ROSEMEAD Ben Kim, City Manager Attest: Ericka Hernandez, City Clerk Approved as to Form: Rachel Richman City Attorney Date Date Date National CORE By: Name: Title: [If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary, AND CORPORATE SEAL OF CONTRACTOR REQUIRED] Name: Title: 111 Page EXHIBIT A Scope of Work In consideration of the terms, conditions, and covenants hereinafter set forth, Owner (Rosemead Housing Development Corporation and City of Rosemead) and Agent (National CORE) hereby mutually agree as follows: 1. Definitions. a) "Agent" shall mean National CORE. b) "Building(s)" shall mean, collectively, the real property commonly known as Angelus Senior Housing located at 2417 Angelus Street, Rosemead, CA 91770 and/or Garvey Senior Housing located at 9118 Garvey Avenue, Rosemead, CA 91770 and all improvements, appurtenances, and equipment located thereon, including all dwelling units. c) "Fiscal Year" shall begin on the 1 s day of July each year and end on the 301h day of June each year. d) "Gross Collections" shall mean all amounts actually collected by National CORE, as rents or other payments, but excluding (i) income derived from interest or investments, (ii) discounts and dividends on insurance, and (iii) security deposits. e) "Gross Rents" shall mean revenues collected from Tenants plus any federal assistance paid to Owner with respect to the Building. f) "Lease" shall mean any Lease in which Owner has agreed to let and Tenant has agreed to accept the dwelling unit of the Senior Housing Site identified in the Lease in accordance with the terms of the Lease. g) "Operating Account' shall mean an account designated of record in an account name identifying the site and approved by Owner in writing, at such financial institution as Owner may specify from time to time in writing. Each Senior Housing Site shall have its own account. h) "Owner" shall mean Rosemead Housing Development Corporation (RHDC) and City of Rosemead. "Rent" shall mean that monthly amount which the Tenant is obligated to pay the Owner pursuant to the terms of a Lease. j) "Senior Housing Site(s)" shall mean Angelus Senior Housing located at 2417 Angelus Street, Rosemead, CA 91770 and/or Garvey Senior Housing located at 9118 Garvey Avenue, Rosemead, CA 91770. k) "Tenant" shall mean a person or family occupying a dwelling unit in one of the two senior housing sites pursuant to a Lease. 2. Appointment and Acceptance. Owner appoints Agent as exclusive agent for the management of the Owner's two Senior Housing Sites, and Agent accepts the appointment, subject to the terms and conditions set forth in the Professional Services Agreement and Scope of Work. Agent represents that it is experienced in professional management of property of the character and occupancy of Buildings, and Agent agrees to manage the two Senior Housing Sites in accordance with the highest professional standards for such property. Agent shall act in a fiduciary capacity with respect to the proper protection of and accounting for Owner's assets, in an independent manner with all third parties (including affiliates of Agent) and in the best interests of the Owner at all times. 3. Manaaement Plan, A Management Plan for the Senior Housing Sites will be submitted to Owner within 30 days of the executed Agreement. The Plan shall contain a comprehensive and detailed description of the policies and procedures to be followed by Agent in the management of the two Senior Housing Sites, including but not limited to rent schedule, collection of delinquent rents and charges, resident selection, marketing, etc. 4. Meetina with Owner. Agent agrees to cause a representative of Agent to confer with Owner and to attend meetings with Owner at any reasonable time or times requested by Owner. 5. Basic Information. Agent shall thoroughly familiarize itself with the character, location, layout, plan and operation of the Senior Housing Sites, and especially the electrical, heating, plumbing, and ventilating system, and all other mechanical equipment in the Buildings. 6. Construction Improvements. and Development. Should the need for construction or major improvements arise, Agent shall facilitate the work of a general contractor in an effort to minimize disturbance of the Tenants and promote timely completion of rehabilitation or construction in the Buildings. Any disputes between the Agent and the general contractor shall be immediately referred to Owner by Agent. Further, if applicable, Agent shall do the following during construction: a) Post notices around the construction area warning Tenants and others that the area is under construction and trespass may be hazardous; b) Respond to Tenant complaints regarding the construction activity and notify Owner thereof; c) Notify Owner of any dangerous condition that emanates from construction. 7. Marketing. Agent shall carry out the marketing activities to lease units prescribed in the Management Plan or approved by Owner in writing. Advertising expenses incurred by Agent on behalf of Owner shall be paid out of the Operating Accounts as expenses of the Senior Housing Sites. B. Resident Selection. Agent shall accept applications for tenancy on a form of tenant application per Management Plan or approved by the Owner. Agent shall review all applications for eligibility. Applications shall not be unreasonably withheld from the Owner for review, if requested. Agent and Owner agree to cooperate in the implementation of the resident selection and affirmative marketing provisions of the Management Plan. In carrying out these provisions, Agent shall: a) Lease units in compliance with the unit mix, if any. b) Assure that occupancy shall be open to all, regardless of race, color, ancestry, religion, national origin, sex, marital status, handicap, or other characteristics designated by applicable law. c) Assure that all advertising, including brochures and media advertising, shall include a reference to "Equal Housing Opportunity". Owner may request to review all advertising and promotional material prior to use of such material. d) Provide publications, information brochures, and leases in English and, if requested by Owner, in Spanish, Vietnamese, Mandarin, and Cantonese. e) Provide preference to the residents of the City of Rosemead to the extent permissible under Federal and State fair housing laws. f) Have each resident execute a Lease Agreement. 9. Leasing. Agent shall offer for rent and shall rent the dwelling units in the Buildings, and from time to time thereafter, in accordance with a rent schedule approved by Owner and the leasing guidelines and form of lease referred to herein below. Incident thereto, the following provisions shall apply: a) Agent shall show dwelling units for rent in the Buildings to all prospective Tenants. b) Agent shall take and process applications for rentals, including prospective Tenant interviews and credit checks. If an application is rejected, the applicant shall be advised of the reason for rejection, in writing. c) Agent shall comply with the special low-income housing requirements concerning leasing and related matters as set forth by the governing housing authority, Management Plan and/or Owner. d) Agent shall be responsible for the certification and recertification of Tenants covered by any Housing Assistance Payments Contract that may be applicable to the Senior Housing Sites with respect to Federal Section 8 rent subsidies, following procedures required by the U.S. Department of Housing and Urban Development ("HUD"). After the first year of certification of Tenants, the certification and recertification process shall be the sole responsibility of Agent. e) Agent shall, subject to prior written approval by Owner of any deviation from Owner's approved rent schedule, Lease form, and leasing guidelines, execute all Leases in the appropriate Building's name. f) Agent shall negotiate any commercial leases and concession agreements called for in the Management Plan or approved in writing by Owner and, subject to prior written approval by Owner of all terms and conditions, shall execute the same in its name, identified thereon as Agent for Owner. g) Agent shall collect, deposit, and disburse security deposits, if required, in accordance with the terms of each Lease. The amount of each security deposit shall be as specified in the Management Plan or as approved by Owner in writing. Security deposits shall be held by Agent in trust accounts, separate from all other accounts and funds. Such accounts shall be in the name of appropriate Senior Housing Site's name, and designated of record as "Security Deposit Account." Interest on security deposits shall be paid according to law. h) Agent shall maintain a current list of prospective Tenants and undertake all arrangements necessary and incidental to the acceptance of rental applications and the execution of Leases. Agent shall exercise its best efforts (including, but not limited to, placement of advertising, interview of prospective Tenants, assistance in completion of rental applications and execution of Leases, processing of documents and credit, employment verifications, income and explanation of the program and operations of Owner), to affect the leasing of dwelling units, renewal of Leases. i) Agent shall perform such other acts and deeds requested by Owner as are reasonable, necessary, and proper in the discharge of Agent's rental duties under this Agreement. j) Agent shall prorate the first month's rent collected from a Tenant should the Lease term commence on any other day than the first day of the month. If the Lease term occurs after the twentieth (20th) day of the month, the prorated amount, plus the next month's rent, shall be collected on or before the first day of the Lease term. k) Agent shall participate in the inspection of the dwelling unit identified in the Lease together with the Tenant prior to move -in and upon move -out and shall record in writing any previous damage to the unit and any damage occurring during the Tenant's occupancy. 1) Agent shall, unless otherwise agreed by Owner and Agent in writing, (i) comply with the leasing guidelines and by this reference made a part hereof, and (ii) use for each Lease the form of lease agreement and by this reference made a part hereof, together with the form of Low -Income Lease Rider. 10.Collection of Rents. Etc. Agent shall collect when due, directly or through an on-site manager, all rents, charges, and other amounts receivable on Owner's account in connection with the management and operation of the two Senior Housing Sites. Such receipts shall be held in Operating Accounts, separate from all other accounts and funds. 11.Enforcement of Leases. Agent shall make reasonable efforts to secure full compliance by each Tenant with the terms of such Tenant's Lease. Voluntary compliance shall be emphasized, and Agent shall counsel Tenants and make referrals to community agencies in cases of financial hardship or other circumstances deemed appropriate by Agent, all to the end that involuntary termination of tenancies shall be avoided to the maximum extent, consistent with sound management of the Senior Housing Sites. Nevertheless, and subject to any applicable procedures prescribed in the Management Plan, Agent may, and shall if requested by Owner, lawfully terminate any tenancy when sufficient cause for such termination occurs under the terms of the Tenant's Lease, including, but not limited to, nonpayment of rent. For this purpose, Agent is authorized to consult with legal counsel to be designated by Owner and bring actions for eviction and execute notices to vacate and judicial pleadings incident to such actions; provided, however, that Agent shall keep Owner informed of such actions and shall follow such instructions as Owner may prescribe for the conduct of any such action. Reasonable attorneys' fees and other necessary costs incurred in connection with such actions, as determined by Owner, shall be paid out of the Operating Account. Agent shall properly assess and collect from each Tenant or the security deposit the cost of repairing any damages to the dwelling unit arising during the Tenant's occupancy. 12. Maintenance and Repairs. Agent shall cause the Senior Housing Sites to be maintained in a decent, safe, and sanitary condition and in a rentable and tenantable state of repair, all in accordance with the Management Plan and local codes, and Agent otherwise shall maintain the Senior Housing Sites at all times in a condition acceptable to Owner, including, but not limited to, performance of cleaning, painting, decorating, plumbing, carpentry, grounds care, and such other maintenance and repair work as may be necessary; the cost of such activities will be considered Building expenses. Agent shall not be responsible for those specific features of Building conditions for which Owner does not agree to pay for reasonable recommended repairs or maintenance. Incident thereto, the following provisions shall apply: a) Special attention shall be given to preventive maintenance, and to the greatest extent feasible, the services of regular maintenance personnel shall be used. b) Agent shall coordinate a walk-through of Buildings with Owner at least once per year to determine future capital improvement projects or other major improvements. c) Subject to Owner's prior written approval, Agent shall contract with qualified independent contractors for the maintenance and repair of major mechanical systems, and for the performance of extraordinary repairs beyond the capability of regular maintenance personnel. Agent shall obtain prior to commencement of any work appropriate written evidence of such contractor's liability and worker's compensation insurance. d) Agent shall systematically and promptly receive and investigate all service requests from Tenants, take such action thereon as may be justified, and keep records of the same. Agent shall make all reasonable efforts to ensure that emergency requests are received and serviced on a 24-hour basis. Complaints of a serious nature shall be reported to Owner after investigation. Owner shall have the right to receive copies of all service requests and the reports of action taken thereon. e) Agent shall use best efforts to take such action as may be necessary to comply with any and all orders or requirements of federal, state, county, or municipal authorities having jurisdiction over the Senior Housing Sites and orders of any board of fire underwriters, insurance companies, and other similar bodies. f) Subject to the provisions of paragraph 19 (Bids, Discounts, and Rebates) hereof, Agent is authorized to purchase all materials, equipment, tools, appliances, supplies, and services necessary for proper maintenance or repair of the Senior Housing Sites. g) Notwithstanding any of the foregoing provisions, the prior approval of Owner shall be required for any contract, purchase, or expenditure within a Fiscal Year exceeding $2,500.00 in any one instance or $15,000.00 in the aggregate, for labor, materials, or otherwise, in connection with the maintenance and repair of the Senior Housing Sites, except for emergency repairs involving manifest danger to persons or property, or required to avoid suspension of any necessary service to the Buildings. In the event of emergency repairs, Agent shall notify Owner of the fact promptly, and in no event later than 72 hours from the occurrence of the event. h) Notwithstanding any of the foregoing provisions, Agent shall solicit at least three (3) formal bids on all contracts, expenditures, or purchases in excess of $2,500.00. 13. Utilities and Services. In accordance with any applicable provisions of the Management Plan, Agent shall make arrangements for water, electricity, gas, sewage, and trash disposal, vermin extermination, decorating, laundry facilities, and telephone service in connection with the Buildings. 14. Personnel. The Senior Housing Sites shall be staffed at a minimum with a full- time onsite manager. All on-site personnel shall be contracted service providers or employees of Agent and shall be paid from the Operating Accounts as an expense of the Senior Housing Sites. Agent shall have sufficient personnel physically present at or available to the Senior Housing Sites for the full and efficient performance of its duties under this Agreement, including physical presence of responsible persons at such times as reasonably may be requested by Owner. In addition, the Agent shall have staff available who are fluent in Spanish, Vietnamese, Mandarin, and Cantonese to handle tenant concerns and questions. 15.Ooerating Accounts. Disbursements from the Operating Accounts shall be governed by the following: a) From the funds collected and held by Agent in the Operating Accounts pursuant to paragraph 10 (Collection of Rents) hereof, and subject to Owner's approved operating budget, Agent shall make the following disbursements promptly when payable, in the following order of priority: 1) salaries and any other compensation due and payable to the employees referred to in paragraph 14 (Personnel) hereof including Agent's compensation, together with related payroll taxes; 2) other payments due and payable by Owner as operating expenses incurred pursuant to Owner's approved operating budget and in accordance with this Agreement; and 3) distributions to or at the direction of Owner, including distributions to Owner's partners in accordance with Owner's partnership agreement. b) In the event that the balance in the Operating Account is at any time insufficient to pay disbursements due and payable under subparagraph 15 (a) (Operating Account) hereof, Agent shall promptly inform Owner of the fact and Owner shall make best efforts to remit funds to cover the deficiency. In no event shall Agent be required to use its own funds to pay such disbursements. c) The Agent shall maintain an Operating Accountfor rent collection and payment of the site's operating expenses for each Senior Housing Site. The Agent shall maintain a separate resident security deposit account for each Senior Housing Site. 1) The following separate accounts shall be established: a. General Operating Account - The Agent shall maintain an operating account for rent collection and payment of the project's operating expenses. b. Security Deposit Account - To be funded by the residents' security deposits. d) The Owner may complete a full banking analysis and may determine that Owner shall maintain control and serve as Signatory on all bank accounts related to the Senior Housing Sites. 16.Operatina Budget. Agent shall prepare a recommended annual operating budget for the two Senior Housing Sites for each fiscal year during the term of this Agreement and shall submit the same to Owner at least sixty (60) days before the beginning of such fiscal year. The annual operating budget shall include a schedule of recommended rents to be charged for each dwelling unit, including recommended rent increases, if any, with respect to Lease renewals and new Leases. In preparing each proposed annual operating budget, Agent shall use its best efforts to take account of anticipated increases in utility charges, and other operating costs. To the extent feasible, Agent shall support anticipated increases in utility charges with written evidence or documentation. Proposed annual operating budgets for the Senior Housing Sites shall be subject to approval by Owner. Owner shall promptly inform Agent of any changes incorporated in the approved operating budget, and Agent shall make reasonable efforts to ensure that no expenditures in excess of the amounts set forth in such approved operating budget, for each line item of operation expense itemized, without the prior written approval of Owner, except as permitted pursuant to subparagraph 12 (f) (Maintenance and Repairs) hereof for emergency repairs involving manifest danger to persons or property, or required to avoid suspension of any services to the Buildings. 17. Records and Reports. In addition to any requirements specified in the Management Plan or other provisions of this Agreement, Agent shall have the following responsibilities with respect to records and reports: a) Within thirty (30) days after execution of this Agreement, Agent shall ascertain the general condition of the Buildings, including, but not limited to, the taking of an inventory of all furniture, equipment, tools, and supplies, and shall prepare a report on the physical and financial status of the Senior Housing Sites. Report shall include recommended capital improvement projects, improvements and other repairs to the Senior Housing Sites. Agent shall provide Owner with a copy of the reports and inventories so prepared. b) Agent shall establish and maintain a comprehensive system of records, books, and accounts, including computerized systems, in accordance with the Management Plan and in a manner satisfactory to Owner. All records, books, and accounts shall be subject to examination at reasonable hours by any authorized representative of Owner. Owner may audit said records, books, and accounts at any time. c) Agent shall prepare a monthly report, in accordance with any applicable provisions of the Management Plan and in a form satisfactory to Owner, containing and including at least the following: (i) a statement of income and expenses and detailed accounts receivable and payable for the preceding month, including an itemized list of all delinquent rents as of the fifteenth (15th) day of the current month, as well as a report on action taken thereon by Agent; (ii) a rent roll and cash receipts for the previous month; (iii) a disbursements summary for the previous month; (iv) current bank statements with reconciliation of the Operating and Security Deposit Accounts; (v) copies of paid bills and invoices for the previous month; and (iv) a narrative of any unusual actions taken or emergencies responded to, and a full report of any accidents, claims, and potential claims, for the previous month. Agent shall submit each such report to Owner on or before the fifteenth (15th) day of each month and shall concurrently mail a copy of the entire report to Owner's Limited Partner. d) Agent shall promptly furnish such additional information (including monthly occupancy reports) as may be requested from time to time by Owner with respect to the renting and financial, physical, or operational condition of the Senior Housing Sites. e) Agent shall prepare, execute, and file all forms, reports, and returns required by law in connection with the employment of personnel, unemployment insurance, workers' compensation insurance, disability benefits, Social Security, and other similar insurance, and all other benefits or taxes now in effect or hereafter imposed. f) Agent shall establish Tenant files containing copies of leases, certification forms, notices, and other documentation required by the governing housing authority and/or Owner, if and to the extent applicable. g) Except as may otherwise be expressly provided in this Agreement, all bookkeeping, data processing services, and management overhead expenses shall be bome by Agent out of its funds and shall not be treated as Senior Housing Site's expenses. h) If requested, Agent shall cause records to be audited annually by an independent certified public accountant approved by Owner. Agent shall submit the audit report to the Owner for review no later than 90 days after the close of each Fiscal Year. The financial report shall contain a balance sheet as of the end of the Fiscal Year prepared in accordance with generally accepted accounting principles including an audited income and expense statement for the Fiscal Year, a statement of cash flow for the Fiscal Year, and the outstanding balances in the General Operating Accounts, and the Security Deposit Accounts. 18. Fidelity Bond. As defined in the Professional Services Agreement and Insurance Requirements. 19. Bids. Discounts. and Rebates. Agent shall solicit three (3) formal bids on all contracts or purchases exceeding $2,500.00 for those items which can be obtained from more than one source. Agent shall secure and credit to Owner all discounts, rebates, or commissions obtainable with respect to purchase, service contracts, and all other transactions on Owner's behalf. 20. Liability of Agent. Except as expressly provided to the contrary herein, the obligations and duties of Agent under this Agreement shall be performed as agent of Owner, but Agent, personally, shall be liable for its breaches of this Agreement; provided, however, that the Agent shall not be responsible for incurring any expenditures in excess of existing or reasonably projected available funds from the Senior Housing Sites or funds supplied by Owner. All expenses incurred by Agent in accordance with its obligations and duties under this Agreement and consistent with Owner's approved operating budget, except those due to its breaches of this Agreement and those expressly specified as Agent's expenses herein, shall be for the account of Owner and shall be paid by the Owner. 21. Indemnification. As defined in the Professional Services Agreement. 22. Insurance. As defined in the Professional Services Agreement and Insurance Requirements. 23.Aaent's Compensation. As compensation for all of Agent's ongoing property leasing, management, and related services under this Agreement, Agent shall receive a monthly fee in an amount equal to $70.00 per unit each month of the Gross Rents received in that month, to be paid out of the Operating Account and treated as a Senior Housing Site expense. Such fee shall be payable on the ten (10th) day of the month following the month in which the services were rendered. 24. Compliance with Laws. In the performance of its obligations under the Agreement, Agent shall comply with applicable local, state, and federal laws and regulations. 25. Term of Agreement. As defined in the Professional Services Agreement. 26. Notices. As defined in the Professional Services Agreement. 27.Amendment. As defined in the Professional Services Agreement. 28. Enforceability. As defined in the Professional Services Agreement section entitled, 'Invalidity, Severability." 29. Governina Law. As defined in the Professional Services Agreement. 30.Captions. As defined in the Professional Services Agreement section entitled, "Construction; References; Captions." 31. Execution of Counterparts. As defined in the Professional Services Agreement. 32. Successors and Assians. As defined in the Professional Services Agreement. 33. Nondiscrimination. In the performance of its obligations under the Agreement, Agent shall comply with the provisions of all federal, state or local laws prohibiting discrimination in housing on the basis of race, color, creed, ancestry, religion, orientation, AIDS, ARC, or physical handicap, including Title VI of the Civil Rights Act of 1964 (Public Law 88-352) and the regulations issued pursuant thereto (24 CFR Part 1); Executive Order 11063 and the regulations issued pursuant thereto (25 CFR 570.601); Fair Housing Amendments Act of 1988 and the regulations issued pursuant thereto (24 CFR Part 14 et al) and Title VIII of the 1968 Civil Right Act (Public Law 90- 384). 34. Inspection of Units. Agent shall inspect all units in the Buildings at minimum, annually, and shall invite the Owner to join in the inspection. Advance notice shall be given to the Tenants as provided in the Lease Agreement and subject to law. 2131Pag 35. Contracts with Third Parties. Agent shall not enter into any contract for products or services that is for longer than a period of one year unless such contract is terminable without any penalty or premium with 30 days' notice. 36. Hazardous Material. Agent shall comply with all applicable laws or regulations related to hazardous materials under the Agent's control in managing the Senior Housing Sites and take all necessary steps including enforcement of Tenant leases, to ensure that the Senior Housing Sites are in compliance with such laws or regulations. 37.Spendina Limitations. The Agent shall have no right, without prior written consent of the Owner, to contract or otherwise deal with related parties for services or goods except Owner's prior written consent is not necessary if (i) compensation paid or promised for the goods and services is reasonable (i.e., at fair market value), is paid only for goods and services actually furnished to the Senior Housing Sites, and does not exceed a total of Two Thousand Five Hundred Dollars ($2,500.00) in any one instance or Fifteen Thousand Dollars ($15,000.00) in the aggregate for all such contracts in any one Fiscal Year, (ii) the goods or services to be furnished are reasonable for and necessary to the management of the Senior Housing Sites, and (iii) the fees, terms and conditions of the transactions are at least as favorable to the Senior Housing Sites as would be obtainable in an arm's length transaction. 38. Interpretive Provisions. a) This Agreement is personal to the Agent, and the Agent shall have no right, power, or authority to assign all or any portion of this Agreement or any monies due or to become due hereunder, or to delegate any duties or obligations arising hereunder, either voluntarily or involuntarily or by operation of law, without the prior written consent of the Owner. Notwithstanding any such assignment, however, Agent shall not be released from liability under this Agreement. Subject to the foregoing, this Agreement shall be binding upon and inure to the benefit of the Owner and Agent and their respective legal representatives, successors, and assigns. Notwithstanding anything to the contrary contained in this Agreement, Agent shall be subject to the terms of the Regulatory Agreements. Owner may assign this Agreement to a limited partnership of which the Owner or an entity controlled by the Owner is a general partner, and upon such assignment the limited partnership shall become the Owner for purposes of this Agreement. 2141 P a g b) At its own expense, Agent shall qualify to do business and obtain and maintain such licenses as may be required for the performance by the Agent of its services under this Agreement. c) This Professional Services Agreement and Scope of Work constitutes the entire agreement between the Owner and the Agent with respect to the management and operations of the two Senior Housing Sites and no change will be valid unless made by supplemental written agreement executed by both parties. d) This Agreement may be signed by the parties hereto in counterparts with the same effect as if the signatories to each counterpart signed a single instrument. All counterparts (when taken together) shall constitute an original of this Agreement. Agent acknowledges that certain contracts with affiliates may require the approval of the Owner's limited partner and Agent shall not enter into any such contracts without determining whether any such approval is required as set forth in the Owner's Limited Partnership Agreement (and obtained if required). e) Notices required by this Agreement shall be delivered as defined in the Professional Services Agreement. 2151Pag EXHIBIT B INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Contractor will maintain insurance in conformance with the requirements set forth below. Contractor will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Contractor agrees to amend, supplement, or endorse the existing coverage to do so. Contractor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Contractor shall provide the following types and amounts of insurance: Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less than $1,000,000 per accident. If Contractor owns no vehicles, this requirement may be satisfied by a non -owned auto endorsement to the general liability policy described above. If Contractor or Contractor's employees will use personal autos in any way on this project, Contractor shall provide evidence of personal auto liability coverage for each such person. Workers Compensation on a state -approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident or disease. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Any such coverage provided under an umbrella liability policy shall include a drop-down provision providing primary coverage above a maximum $25,000 self-insured retention for liability not covered by primary but covered by the umbrella. Coverage shall be provided on a„ pay on behalf basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured's liability is determined, not requiring actual payment by the insured first. There shall be no cross - liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to City for injury to employees of Contractor, subcontractors 2161Pag or others involved in the Work. The scope of coverage provided is subject to approval of City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $1 Million per occurrence. Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors, or omissions of the contractor and "Covered Professional Services" as designated in the policy must include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend the Named Insured. The policy retroactive date shall be on or before the effective date of this agreement. Acceptable insurers: All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (orhigher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the Agency's Risk Manager. General conditions pertaining to provision of insurance coverage by Contractor. Contractor and City agree to the following with respect to insurance provided by Contractor: 1. Contractor agrees to have its insurer endorse the third -parry general liability coverage required herein to include as additional insureds City, its officials, employees, and agents, using standard ISO endorsement No. CG 2010 (or otherwise consistent with the insurer's endorsement). Contractor also agrees to require all contractors, and subcontractors to do likewise. 2. No liability insurance coverage provided to comply with this Agreement shall prohibit Contractor, or Contractor's employees, or agents, from waiving the right of subrogation prior to a loss. Contractor agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors and subcontractors to do likewise. 3. All insurance coverage and limits provided by Contractor and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 4. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. 2171Pag 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 6. All coverage types and limits required are subject to approval, modification, and additional requirements by the City, as the need arises. Contractor shall not make any reductions in scope of coverage (e.g., elimination of contractual liability or reduction of discovery period} that may affect City's protection without City's prior written consent. 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Contractor's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Contractor or deducted from sums due Contractor, at City option. 8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. A ten (10) day notice to City shall apply to nonpayment of premiums. Contractor agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 9. It is acknowledged by the parties of this agreement that all insurance coverage (except Professional Liability and Workers' Compensation) required to be provided by Contractor or any subcontractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self-insurance available to City. 10. Contractor agrees to ensure that subcontractors, and any other party involved with the project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 2181Pag 11. Contractor agrees not to self -insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any contractor, subcontractor, Architect, Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self -insure its obligations to City. If Contractor's existing coverage includes a deductible or self-insured retention, the deductible or self-insured retention must be declared to the City. At that time, the City shall review options with the Contractor, which may include reduction or elimination of the deductible or self-insured retention, substitution of other coverage, or other solutions. 12. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Contractor, the City will negotiate additional compensation proportional to the increased benefit to City. 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 14. Contractor acknowledges and agrees that any actual or alleged failure on the part of City to inform Contractor of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 15. Contractor will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 16. Contractor shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Contractor's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverage. 311 Page 17. The provisions of any workers' compensation or similar act will not limit the obligations of Contractor under this agreement. Contractor expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials, and agents. 18. Requirements of specific coverage features, or limits contained in this section are not intended as limitations on coverage, limits, or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be limiting or all inclusive. 19. These insurance requirements are intended to be separate and distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 20. The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 21. Contractor agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Contractor for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. 22. Contractor agrees to provide immediate notice to City of any claim or loss against Contractor arising out of the work performed under this agreement. City assumes no obligation or liability by such notice but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. 311 Page EXHIBIT C VENDOR'S PROPOSAL 331 Page Attachment B Request for Proposal 2024-12 City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 REQUEST FOR PROPOSAL NO. 2024 - 12 PROFESSIONAL SERVICES FOR PROPERTY MANAGEMENT SERVICES FOR TWO SENIOR APARTMENT COMMUNITIES SUBMITTALS: Three (3) bound copies and one (1) electronic PDF file on a flash drive of the proposal in sealed envelope(s) must be received by the City of Rosemead's City Clerk's Office by no later than April 18, 2024, at 10:00 a.m. or Electronic proposal submittal through the City of Rosemead Vendor Portal hosted by PlanetBids at: https://pbsystem.planetbids.com/portal/54150/portal-home Proposals submitted through PlanetBids Vendor Portal shall be submitted no later than April 18, 2024, at 10:00 a.m. PROPOSALS RECEIVED AFTER THE TIME AND DATE STATED ABOVE SHALL NOT BE CONSIDERED. FACSIMILE AND E-MAIL PROPOSAL WILL NOT BE ACCEPTED. INQUIRIES: Direct questions for clarification on Request for Proposal documents to Destiny Garcia, Management Analyst, (626) 569-2153 or desarcia@citVofrosemead.org MODIFICATIONS: Any modification to this Request for Proposal will be provided to Vendors who request notification of any modifications. ISSUANCE DATE: March 28, 2024 I I P a g e City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 CONTENTS A. Introduction..........................................................................................................................................3 B. Background...........................................................................................................................................3 C. Scope of Services..................................................................................................................................4 D. Submittal Requirements............................................................ E. Selection Process and Scheduled .....:....................................... F. Submittal Deadlines................................................................... G. Inquiries....................................................................................... ATTACHMENT A: Draft Professional Services Agreement .........................................................4 .........................................................5 .........................................................6 .........................................................6 City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 A. INTRODUCTION Through this Request for Proposal ("RFP") and evaluation process, the City of Rosemead is seeking to obtain competitive proposals from bona fide, qualified proposers interested in providing comprehensive property management services for two senior apartment communities comprised of 122 units located in the City of Rosemead. It is the intent of the City to enter into an agreement with a property management company for three years with the option to renew for two one-year extensions beginning on or about July 1, 2024. The property management services will include, but may not be limited to: • Under general direction from the Director of Community Development, the selected company will provide professional property management and real estate services. • The selected firm shall be responsible for supervising on-site management and routine maintenance, collecting rent, preparing an annual operating budget for the City's approval, maintaining books and records, and obtaining bids on capital expenditures authorized by the City. B. BACKGROUND The City of Rosemead is a suburb located in the San Gabriel Valley, 10 miles east of downtown Los Angeles. It is bounded on the north by the cities of Temple City and San Gabriel, on the west by Monterey Park, Alhambra, and the unincorporated Los Angeles County community of South San Gabriel, on the south by Montebello, plus by EI Monte and South EI Monte on the east. The City is 5.5 square miles (2,344 -acres) in size. Rosemead is a working-class suburb with a diverse population base. According to the 2010 Census, the City had a population of 53,764. The estimated makeup of the City was 4.7% White, 0.3% African American, 60.3% Asian, 33% Hispanic/Latino (of any race), and 0.7% Non -Hispanic Other. As a substantially built -out city, Rosemead only added 259 residents to its population during the last decade (2000-2010). Rosemead operates under the Council/Manager form of government. The City Council is elected at large to four years, overlapping terms. The Mayor is elected by a majority vote of the City Council and rotates each year. The City Manager is appointed by and assists with carrying out the vision of the City Council. The City and the Rosemead Housing Development Corporation owns two senior apartment buildings: Angelus Senior Apartment and Garvey Senior Apartment. Angelus was built in 1994 and is comprised of 50 residential dwelling units. Garvey was built in 2002 and is comprised of 64 one -bedroom units and 9 two-bedroom units. Both sites are currently at capacity. There is currently one wait list for both sites but due to the number of persons on the list and limited turnover, the list is currently closed. City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 C. SCOPE OF SERVICES The City seeks contractor to provide a full range of services customarily provided by a professional property management and real estate services provider such as full management and leasing operations, maintenance operations, and security/life safety of each site. Tasks include, but are not limited to: 1. New tenant intake, including marketing, establishing, and maintaining site-based waiting list, determination of applicant eligibility, applicant screening, and tenant selection; Lease execution, including explaining the lease and all attachments; 2. Collection of rent and any charges in addition to rent; 3. Lease enforcement; 4. Full maintenance repair of the development; 5. Full responsibility for hiring and firing of staff, and staff training; 6. Annual reexaminations of income and family composition; 7. Annual unit inspections; 8. Unit turnover, including preparing vacated units for leasing; 9. Purchase of all required supplies and services. 10. Full fiscal management responsibilities including preparing annual operating budgets, monthly financial reporting and keeping expenses and income within approved budget amounts; 11. Providing reports as specified by the Owner (City of Rosemead/Rosemead Housing Development Corporation); and 12. Leasing signage packets, brochure designs, and area market rent analysis. D. SUBMITTAL REQUIREMENTS 1. Introductory Letter This letter should be on company letterhead and addressed to the City's Management Analyst, Destiny Garcia, and should summarize the major points contained in the proposal and should be signed by a representative of the firm with the authority to negotiate and bind the firm. Indicate in the letter whether there are any conflicts of interest that would limit the firm's ability to provide the requested services. 2. Background, Experience and Financial Stability a. Each Proposer shall provide a summary statement outlining the firm's history and experience, including experience within the last five years. b. Each Proposer is to provide information and location of the firm's active print facility/facilities from which the proposer will be conducting printing services. c. Each Proposer shall certify that it has the financial capacity to provide services outlined in this RFP for a period of one year and there are no pending litigations, bankruptcy proceedings or financial events against the organization that may impact its financial capacity. City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 3. Proposed Materials and Services Proposal should indicate the company's availability to provide the items listed in Attachment A, Exhibit A and any other relevant materials and services for this proposal. 4. Substitutions If you are unable to provide all of the requested items, please indicate comparable substitutions and/or submit bid proposal for partial equipment. Pricing must be itemized for each individual item and include tax and delivery/takedown. 5. References References will be contacted as part of the selection process. References should include the contact's name, title, company/organization, address, e-mail, and phone number. Provide a minimum of four (4) references. The Proposer shall disclose any financial, business, or other relationship with the City that may have an impact upon the outcome of this contract and shall also list current clients who may have a financial interest in the outcome of this contract. 6. Cost Proposal Provide one copy of the cost proposal and make clear all extra fees. E. SELECTION PROCESS AND SCHEDULE The proposal received will be evaluated and ranked according to the following criteria points: Description Percentage Pricing 60% Background, references, experience, and financial stability 40% Total 100% If there are unresolved issues and negotiations are unsuccessful with the top ranked firm, negotiations with that firm will be formally terminated and the City may attempt to negotiate an agreement with the next highest ranked firm. Aside from announcing the top ranked proposals, the rankings will be kept confidential. The award of the selected firm's contract may be subject to City Council approval. ... 51 Page. City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 F. SUBMITTAL DEADLINES Below is the tentative RFP schedule, subject to change: Description Dates RFP Issuance March 28, 2024 Deadline for Submittal of Questions April 8, 2024 Staff Responses to Questions April 11, 2024 Deadline for Submittals of Proposal April 18, 2024 Proposal Review and Selection April 22- 30, 2024 Award of Contract (approx.) May 14, 2024 • Hardcopy Proposal Submittals The City must receive three (3) sets of proposals from interested firms no later than 10:00 a.m. on April 18, 2024. Pease submit all proposals to: Request for Proposal — Professional Services for Property Management Services ATTN: City Clerk's Office City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 • Electronic Proposal Submittals: Electronic proposal submittal through the City of Rosemead Vendor Portal hosted by PlanetBids at: https://Dbsystem.planetbids.com/portal/54150/aortal-home Proposal submittal due date is April 18. 2024, at 10:00 a.m. Late proposals will not be accepted. Faxed, e-mailed or late proposals will not be accepted. Hand -carried proposals will be accepted before the response due date and time at the address above during normal business hours of 7:00 a.m. through 6:00 p.m., Monday through Thursday. City of Rosemead City Hall is closed on Fridays. G. INQUIRIES Questions about this Request for Proposal should be made by phone (626) 569-2153 or e-mailed to deearcia0citvofrosemead.ore. All questions must be submitted by 10:00 a.m. Thursday, April 8, 2024. If appropriate, responses will be posted on the City website with this RFP by close of business on April 11, 2024. 61 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 DRAFT PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN ROSEMEAD HOUSING DEVELOPMENT COPORATION/CITY OF ROSEMEAD AND [INSERT COMPANY NAME] PARTIES AND DATE. This Agreement is made and entered into this —Day of , 2024 ("Effective Date") by and between the Rosemead Housing Development Corporation/City of Rosemead, a municipal organization organized under the laws of the State of California with its principal place of business at 8838 E. Valley Blvd., Rosemead, California 91770 ("City") and [INSERT COMPANY] a [INSERT TYPE OF ENTITY - CORPORATION, PARTNERSHIP, SOLE PROPRIETORSHIP OR OTHER LEGAL ENTITY] with its principal place of business at [INSERT ADDRESS] ("Contractor"). City and Contractor are sometimes individually referred to herein as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Contractor. Contractor desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing property management services and is experienced and holds the duly required licenses and certifications to perform the said services. 2.2 Project. City desires to engage Contractor as an independent contractor to provide property management services to the Rosemead Housing Development Corporation ("Project"). 3. TERMS. 71 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 3.1 Scope of Services and Term. 3.1.1 General Scope of Services: Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional services necessary for the Project, herein referred to a "Services". The Services are more particularly described in Exhibit A attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state, and federal laws, rules, and regulations. 3.1.2 Term: The term of this Agreement shall be from [INSERT WRITTEN EFFECTIVE DATE] to [INSERT DATE A YEAR FROM EFFECTIVE DATE] with the option for up to two (2) one-year extensions at the sole and absolute discretion of the City, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Contractor. 3.2.1 Control and Payment of Subordinates; Independent Contractor: The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor's exclusive direction and control. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services: Contractor shall perform the Services expeditiously, within the term of this Agreement. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements: All work prepared by Contractor shall be subject to the approval of City. 81 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 3.2.4 Substitution of Key Personnel: Contractor has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Contractor may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Contractor cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Contractor at the request of the City. 3.2.5 City's Representative: The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Contractor shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Contractor's Representative: Contractor hereby designates [INSERT NAME], or his/her designee, to act as its representative for the performance of this Agreement ("Contractor's Representative"). Contractor's Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor's Representative shall supervise and direct the Services, using his/her professional skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services: Contractor agrees to work closely with City staff in the performance of Services and shall be available to City's staff, contractors, and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees: Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor represents that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees, and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor's failure to comply with the standard of care provided for herein. 3.2.9 Laws and Regulations: Contractor shall keep itself fully informed of and in compliance with applicable local state and federal laws, rules and regulations in ............_.. 91 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If the Contractor performs any work knowing it to be contrary to such laws, rules, and regulations and without giving written notice to the City, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall indemnify and hold City, its officials, directors, officers, employees, and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any liability to the extent found to be arising out of any failure to comply with such laws, rules, or regulations. 3.2.10 Insurance: Contractor shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and part of this agreement. 3.2.11 Safety: Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of its employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.3 Fees and Payments. 3.3.1 Compensation: As Compensation for all of Contractor's ongoing property leasing, management, and related services under this Agreement. Agent shall receive a monthly fee in an amount equal to $$ per unit each month of the Gross Rents received in that Month. 3.3.2 Payment of Compensation: Contractor shall receive a monthly fee from the Gross Rents received in that month, to be paid out to the Operating Accounts. Such fee shall be payable on the ten (10th) day of the month following the month in which the services were rendered. 3.3.3 Reimbursement for Expenses: Contractor shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work: At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work 10 1 P a g e City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 without written authorization from City's Representative. 3.3.5 Prevailing Wages: Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws to the extent they are applicable to Contractor. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Contractor shall make copies of the prevailing rates of per diem wages for each craft; classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Contractor's principal place of business and at the project site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection: Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination: City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination: If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents/ Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services: In the event this Agreement is terminated 111 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices: All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: CONTRACTOR: [INSERT COMPANY NAME] [INSERT ADDRESS] Attn: [INSERT PRIMARY CONTACT] Tel: [INSERT PHONE NUMBER] 1611110 City of Rosemead 8838 Valley Boulevard Rosemead, CA 91770 Attn: City Clerk's Office Such notice shall be deemed made when personally delivered or when mailed, forty- eight (48) hours by certified mail or deposit in the U.S. Mail, first-class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data; Licensing of Intellectual Property: This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. The Documents & Data are intended for use solely with respect to the project for which they were prepared. Any reuse or modification by City shall be at City's sole risk. 3.5.3.2 Confidentiality: All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Contractor __.._.. 121 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees: If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all costs of such action as part of prevailing party's total damages as determined by court of competent jurisdiction or as agreed upon by the parties in settlement. 3.5.6 Indemnity and Defense. a. Indemnity and Defense To the fullest extent permitted by law, Contractor shall indemnify and hold harmless Agency and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including legal counsel's fees and costs, to the extent caused by the negligent or wrongful act, error or omission of Contractor, its officers, agents, employees or subcontractors (or any agency or individual that Contractor shall bear the legal liability thereof) in the performance of services under this agreement. Contractor's duty to indemnify and hold harmless Agency shall not extend to the Agency's sole or active negligence. b. Duty to Defend In the event the Agency, its officers, employees, agents and/or volunteers are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this agreement, and upon demand by Agency, Contractor shall defend the Agency at Contractor's cost or at Agency's option, to reimburse Agency for its costs of defense, including reasonable attorney's fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Contractor's negligent acts, errors or omissions. Payment by Agency is not a condition precedent to enforcement of this provision. In the event of any dispute between Contractor and Agency, as to whether liability arises from the sole or active negligence of the Agency or its officers, employees, or agents, Contractor will be obligated to pay for Agency's defense until such time as a final judgment has been entered adjudicating the Agency as solely or actively negligent. In no event shall the cost 131 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 to defend charged to the design professional exceed the design professional's proportionate percentage of fault. 3.5.7 Entire Agreement: This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both parties. 3.5.8 Governing Law: This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence: Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Contractors: City reserves right to employ other contractors in connection with this Project. 3.5.11 Successors and Assigns: This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer: Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement, or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Captions: Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification: No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver: No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 141Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 3.5.16 No Third Party Beneficiaries: There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5.18 Prohibited Interests: Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor further agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic Interest with the City's Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment: Contractor represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination. Contractor shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification: By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement: Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts: This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 15 1 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 3.6.1 Prior Approval Required: Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. [Signatures on next Page] 161 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 CITY OF ROSEMEAD Ben Kim, City Manager Date Attest: Ericka Hernandez, City Clerk Date Approved as to Form: [INSERT COMPANY NAME] 2A Name: Title: [If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary, AND CORPORATE SEAL OF CONTRACTOR REQUIRED] 0 Name: Rachel Richman Date City Attorney Title: 171 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT A The Contractor shall provide property management services per the attached Scope of Work 181 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT B INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Contractor will maintain insurance in conformance with the requirements set forth below. Contractor will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Contractor agrees to amend, supplement or endorse the existing coverage to do so. Contractor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Contractor shall provide the following types and amounts of insurance: Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less than $1,000,000 per accident. If Contractor owns no vehicles, this requirement may be satisfied by a non -owned auto endorsement to the general liability policy described above. If Contractor or Contractor's employees will use personal autos in any way on this project, Contractor shall provide evidence of personal auto liability coverage for each such person. Workers Compensation on a state -approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident or disease. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Any such coverage provided under an umbrella liability policy shall include a drop-down provision providing primary coverage above a maximum $25,000 self-insured retention for liability not covered by primary but covered by the umbrella. Coverage shall be provided on a "pay on behalf basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured's liability is determined, not requiring actual payment by the insured first. There shall be no cross - liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to City for injury to employees of Contractor, subcontractors or others involved in the Work. The scope of coverage provided is subject to approval of 191 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $1 Million per occurrence. Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors, or omissions of the contractor and "Covered Professional Services" as designated in the policy must include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend the Named Insured. The policy retroactive date shall be on or before the effective date of this agreement. Acceptable insurers: All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (orhigher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the Agency's Risk Manager. General conditions pertaining to provision of insurance coverage by Contractor. Contractor and City agree to the following with respect to insurance provided by Contractor: Contractor agrees to have its insurer endorse the third -party general liability coverage required herein to include as additional insureds City, its officials, employees, and agents, using standard ISO endorsement No. CG 2010 (or otherwise consistent with the insurer's endorsement). Contractor also agrees to require all contractors, and subcontractors to do likewise. No liability insurance coverage provided to comply with this Agreement shall prohibit Contractor, or Contractor's employees, or agents, from waiving the right of subrogation prior to a loss. Contractor agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors and subcontractors to do likewise. All insurance coverage and limits provided by Contractor and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 4. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any 201 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 6. All coverage types and limits required are subject to approval, modification, and additional requirements by the City, as the need arises. Contractor shall not make any reductions in scope of coverage (e.g., elimination of contractual liability or reduction of discovery period} that may affect City's protection without City's prior written consent. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Contractor's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Contractor or deducted from sums due Contractor, at City option. 8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. A ten (10) day notice to City shall apply to nonpayment of premiums. Contractor agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 9. It is acknowledged by the parties of this agreement that all insurance coverage (except Professional Liability and Workers' Compensation) required to be provided by Contractor or any subcontractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self-insurance available to City. 10. Contractor agrees to ensure that subcontractors, and any other party involved with the project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 11. Contractor agrees not to self -insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any contractor, subcontractor, Architect, 211 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self -insure its obligations to City. If Contractor's existing coverage includes a deductible or self-insured retention, the deductible or self-insured retention must be declared to the City. At that time, the City shall review options with the Contractor, which may include reduction or elimination of the deductible or self-insured retention, substitution of other coverage, or other solutions. 12. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Contractor, the City will negotiate additional compensation proportional to the increased benefit to City. 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any parry hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 14. Contractor acknowledges and agrees that any actual or alleged failure on the part of City to inform Contractor of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 15. Contractor will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 16. Contractor shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Contractor's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverage. 17. The provisions of any workers' compensation or similar act will not limit the obligations of Contractor under this agreement. Contractor expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials, and agents. 221 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 18. Requirements of specific coverage features, or limits contained in this section are not intended as limitations on coverage, limits, or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be limiting or all inclusive. 19. These insurance requirements are intended to be separate and distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 20. The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 21. Contractor agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Contractor for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. Contractor agrees to provide immediate notice to City of any claim or loss against Contractor arising out of the work performed under this agreement. City assumes no obligation or liability by such notice but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. 231 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT D REQUEST FOR PROPOSAL 241 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT E VENDOR'S PROPOSAL 251 Page Attachment C Sterling Asset Management Proposal Z� STERLING ASSET MANAGEMENT To: City of Rosemead Attn : Destiny Garcia, Management Analyst From: Kevin Grani, President of Sterling Asset Management 5030 Business Center Drive, Suite 350 Fairfield, CA 94534 P: 650-546-4414 F: 707.759.6053 kgrani@sterlingasset.com Date: April 18, 2024 Re: Request For Proposal No. 2024-12 Comments: To follow please find Sterling Asset Management's RFP # 2024-12. AS, STERLING ASSET MANAGEMENT We are Sterling Asset Management. Sterling has been in business since 1992 and is a full-service management company. Sterling is a For Profit company and a wholly owned subsidiary of CHOC Housing, a Non Profit Company. CHOC was initially part of the City of Davis's Housing Authority but split off in the 1980's. Sterling manages CHOC's affordable portfolio as well as performs third party asset management for owners. Our main office is in Northern California, but we have a Southern California office in Palm Springs. Our Vice President of Operations is based out of the Palm Springs office and our Compliance Manager is in Los Angeles. We currently have two properties in Coachella, a property in Palm Springs and some future properties in the Valley under development. All the properties mentioned are affordable and some are senior sites. We manage an additional 25+ properties in Northern California The Palm Springs property was the first affordable site built in Palm Springs in 15+ years. The design was so modern and unique it received a standing ovation from the City of Palm Springs City Counsel during the Final approval vote. Sterling Manages all aspects of Affordable Housing including UHTC, HUD, CHRP-R, PRACS, HCD, HOME, Section 8, and partners with counties/cities on PBV's including SHRA, Fairfield, and County of Riverside. The communities we manage are all affordable, including some senior sites and two special needs properties. The President of Sterling Asset Management, Kevin Grani, has 34 years of property management experience. He has managed several Housing Authority properties. They include Indian Wells, Fresno, Bute County, San Juaquin, Merced, San Diego, and Paso Robles. He was brought in a year ago to grow the fee management business. Wethink it's important to have senior leadership in Southern California. Laura Ontiveros is the Vice President of Operations and based out of our Palm Springs office. She brings 20+ years of Property Management Experience. Laura joined Sterling in 2023. Her previous experience was overseeing a portfolio of 2,800 affordable units in Southern California located within Los Angeles, Orange County, San Diego, and the Inland Empire. We understand the importance of maintaining a clean property, responding to residents quickly and completing work orders in a timely manner. We assume the city wants to maintain its positive image and minimize resident complaints. Staffing is the keyto success in managing your portfolio. In regard to the current staffing, our intent is not to terminate the on-site staff. Residents don't like change, especially seniors. We would keep the existing on-site staff in place at takeover (with your approval). That gives us time to better understand their strengths and weaknesses of the staff, any open positions and opportunities. From there we can design training courses and additional guidance if needed. However, if we were selected to manage your properties, we would assess the current program and needs of the properties. If warranted, we would present an alternative Resident Services recommendation to considerfor a fee. We could potentially supplement whatever you have in place currently. Our Resident Services team have Social Work backgrounds and or degrees to manage the Resident Services program if the properties needed expanded services. We did have a couple of comments on the Professional Services Agreement. Section 3.3.3 says the contractor shall not be reimbursed for any expenses unless authorized by City. We assume there is a budget and expenses are approved up to the budget versus every single expense occurred needing approval (Le.- buy a roll of toilet paper). In section 3.5.6 b, the contractor is asked to defend and bear liability. We would ask for a slight modification to that section. For example, a resident trips over sprinkler box sunk into the ground and demands $100,000. We would file a claim with the property's insurance carrier and or defend it at the owner's expense. If the contractor was found to beat fault, then the contractor would reimburse the property owner for negligence. California Residents can be very litigious with no proof to back up their claim. Thank you for your consideration. The Team at Sterling Asset Management Personnel — Sterling Asset Management 2. Background, Experience and financial Stability a. Each Proposer shall provide a summary statement outlining the firm's history and experience, including experience within the last five years. b. Each Proposer is to provide information and location of the firm's active print facility/facilities from which the proposer will be conducting printing services. c. Each Proposer shall certify that it has the financial capacity to provide services outlined in this RFP for a period of one year and there are no pending litigations, bankruptcy proceedings or financial events against the organization that may impact its financial capacity. In addition to the onsite team, the following people would be supporting your portfolio: Kevin Grani, President As President of Sterling Asset Management, Kevin Grani brings 30+ years of multifamily property management experience, overseeing all aspects of the business. Grani has a reputation for operational excellence, balanced with maximizing NO1. Prior to Sterling, Grani owned all facets of Winn Residential's West Coast operations of 200 properties in California and Arizona, totaling 17K units; Winn Residential is the largest property manager of affordable housing in the United States. Winn's property types included market rate and multifamily affordable housing, including LIHTC, project -based housing, Section 8, USDA, HCD, HOME, CALHFA, BMR and others. Grani also managed 500 team members, Winn's P&L for all assets, and initiatives for business development, compliance, accounting, human resources, JV partnerships, marketing, renovations, and capital projects. Additionally, Grani managed housing authorities portfolios for Indian Wells, Fresno, San Joaquin, Merced, Paso Robles, and Butte County. Prior to Winn, Grani held leadership positions with REITs such as Archstone, Equity Residential, and BRE (Essex), managing 500+ employees across California, Arizona, Colorado, Oregon, Washington, Nevada, and Utah. Grani has a B.S. in Business Management and MBA from Golden Gate University in San Francisco, respectively. Grani is also a registered brokerthrough the California Department of Real Estate, earning his CPM designation through the Institute of Real Estate Management (IREM) Kevin Grani is based in our Fairfield, CA office. Laura Ontiveros, Vice President of Property Operations Laura Ontiveros oversees the property management activities for Sterling Asset Management Company. Ms. Ontiveros comes to us with over 25 years of property management experience across California. She most recently held the position of Director of Operations at Quality Management in Ontario, CA where she was responsible for operations of overthirty multi -family properties and over ninety employees. Her previous experience also includes USA Properties Fund in Roseville, Sares Regis Group in Irvine, and UDR in Southern California. Ms. Ontiveros has a proven track record of seeing assets from acquisitions through renovation and sale. With a strong background in team development, lease -up, stabilized assets of all product types and creating systems and policies, Laura ensures the success of clients' investments. Her experience with conventional and affordable portfolios gives her a complete understanding of the diverse management needs, including managing multiple high-profile capital projects, managing property budgets, and developing marketing strategies to enhance property revenues. Laura Ontiveros is based in our Palm Springs, CA office. Joe Avila, Senior Compliance Manager Joe Avila has 10+ years of Affordable housing experience across Southern California. Currently oversees all Affordable aspects for Sterling Asset management ranging from HUD Section 8/ PRAC 811, TCAC, USDA, HOME and HCD. Joe has a strong background in team Development, lease ups and Property Renovations. Mr. Avila started his carrier in property management at the age of 16 and has held several positions, from Community Manager, Compliance Specialist, Regional Manager and Operations Manager. Mr. Avila has worked closely with several non-profit Organizations in several counties across southern California that provide case management to assist in providing the needed housing for a variety of permanent supportive housing programs. Joe Avila is based in our Southern California office. Katie Omori, Director of Support and Training Katie Omori oversees Software Support and Training for Sterling Asset Management Company. Ms. Omori comes to us with over 15 years of property management experience across California & Arizona. She comes with vast knowledge of Yardi and all Yardi products. Her previous experience includes Leasing, Management and Regional Manager titles. Most recently she held the position of Operations Analyst/ Trainer where she monitored the success and implemented processes to achieve property goals for success. Ms. Omori has a proven track record of setting goals and achieving them to ensure properties are preforming and staff is well versed in all areas. With a strong background in Training, Program Implementation, and Policy Roll Out, she has been successful in many lease up's, acquisitions, sales and properties that are struggling to bring them back to life. Her experience with Leasing though Management of conventional and affordable portfolios gives her a wealth of knowledge to pass on to per team to ensure success of the portfolio. Katie Omori is based in our Fairfield, CA office. Terri Smyth, Vice President, Community Impact Terri joined CHOC in June 1999, and currently manages various programs and initiatives, including Youth and Family Initiatives, Resident Services Programs, California State University, Sacramento Department of Social Work Field Students, and Federal Work Study America Reads Program; Terri also provides leadership and supervision to all of CHOC's on-site programs in Sacramento, Yolo and Solano counties. Terri represents CHOC in a variety of community networks and committees and has contributed leadership and guidance on several steering committees. Prior to joining CHOC, Terri served in a variety of positions, working with Sacramento County adults and children faced with mental health, drug, and alcohol challenges; assisted in the design and implementation of an intensive services outpatient program for adults with chronic mental health challenges. Terris professional experience includes Social Security Disability and Utilization Review/Quality Improvement; Terry has over 20 years of mental health, program development and community social work experience. Terri earned a Master of Social Work from California State University, Sacramento, as well as a Bachelor of Arts in Social Work from the same institution. Terri is a graduate of the Sierra Health Foundation/University of Southern California Health Leadership Program and has served as a board member and committee chairperson for other local nonprofits. Terri Smyth is based in our Fairfield, CA office. However, Terri spends 35% of her time in Southern California. McKinsey Rudd, Director of Human Resources McKinsey Rudd is a forward -thinking HR leader who specializes in motivational solutions. With 10+ years of HR and operations experience, with prior experience in property management, security, and hospitality, Rudd brings a high-value skillset to Sterling; her business acumen and understanding of organizational needs makes Rudd a collaborative, cross -functioning team player. In her previous roles, McKinsey streamlined all processes, including payroll, HRIS, time, and attendance. In specific instances, she implemented and maintained systems across fifteen locations, significantly reducing administrative and payroll department efforts spent on employee -based tasks, effectively eliminating wage and hour liabilities. McKinsey also has experience managing large projects, helping her management teams meet performance targets. A SHRM-certified professional, McKinsey is dedicated to creating a robust, pro- growth corporate culture. McKinsey Rudd is based in our Fairfield, CA office. In addition, there are other compliance and accounting personnel as well as other employees available as needed. The primary Contact for the City of Rosemead would be Laura Ontiveros, Vice President of Operations (based in Southern California) Additional individuals working on your portfolio would be Kevin Grani, President, and Joe Avila, Senior Compliance Manager. These are all Management company expenses. Financial Capacity —Sterling Asset Management has the financial capacity to provide services outlined in this RFP. There are no current pending litigation, bankruptcy proceedings orfinancial events against Sterling Asset Management. Management Plan April 2024 Presented to: City of Rosemead Rosemead, CA Prepared by: Sterling Asset Management 5030 Business Center Drive, Suite 350 Fairfield, CA 94534 P: 650-546-4380 Sterling Asset Management 2121 East Tahquitz Canyon Way, Suite 2 Palm Springs, CA 92262 P:650-546-4380 Table of Contents I. Introduction to the Management Plan A. Title Page............................................................................................................ 1 B. Table of Contents................................................................................................ 2 C. Executive Summary ............................................................................................. 3 II. Property A. Property Analysis..................................................................................................4 B. Property Description.............................................................................................5 C. Property Photos....................................................................................................6 D. Management Description...........................................................................7 E. Staffing Organizational Chart ...............................................................................8 F. Financial Description............................................................................... 9 III. Service Approach A. Technical and Management Approach................................................................. 10 B. 151 Year Task...................................................................................................... 10 C. Property Management Programs........................................................................ 10 IV. Budget A. Rosemead - Proforma Budget.............................................................................. 11 B. Sterling's Pricing per Property...................................................................11 2 Executive Summary • Summary — Property Analysis • Summary — Financial Analysis • Summary — Concerns • Summary —Implementation Plan 60 days Prior to Takeover - o Perform a SWOT analysis. Sit down with the City of Rosemead to identify the Strengths, Weaknesses, Opportunities and Threats in the portfolio. o Speak with staff. Hold an all -hands-on on-site meeting with on-site staff to make them feel at ease, inform them that we have a place for them provided they are in good standing with their current company. Provide information regarding benefits and overview of our company. o 30-60 days prior to takeover - Yardi Management software set up, vendors set up (including invoice processing) and bank accounts. o Day of takeover- bring all on site employees together to process new hire paperwork and kick off training, answering questions, etc. o Staffing- It will take up to 30-45 days to understand each on-site person's responsibilities. This includes determining if each employee is performing their job and if resident satisfaction is acceptable. Each role will be reviewed to better understand if properties are properly staffed. Property Analysis • Physical Description • Management o Provide a written Building Operation Plan, outlining essential and preventive measures to preserve and extend the lifespan of the structure and mechanical systems. The plan will encompass, but not necessarily be limited to, the following components: o A Preventative Maintenance Plan with a monthly schedule o An assessment of necessary immediate and projected (two-year) capital improvements, including cost estimates and identification of any required building alterations/modifications to facilitate on- site operations. o An evaluation of safety, fire, and security concerns o A specific assessment of the condition of system(s), elevators, and roofs o Conduct annual management inspections of building systems, including roofing, fire, heating, water, and electrical systems. o Provide monthly and annual reports on emergency and routine work orders, along with their completion times for the property. • Summary and Conclusions 4 Property Description • Location • Floor Plans • Photos • Site Plan • Availability • Zoning • Easements Physical Exterior Management Description Roles and Responsibilities o Property Management, Reporting, and Transition (if necessary) Leasing o Marketing of Vacancies o Rent Determination and Eligibility Certification o Unit Inspections o Operation and Maintenance o Financial Management and Reporting o Procurement Requirements o Resident Management Relations o Utilities and Services o Employees o Hazardous Materials o Security • Tenant and Property Response Management o Focus on a customer service culture and serving the needs of tenants. o Provide accountability to the public. o Manage the Properties as self-sufficient individual entities on all day-to-day operation, leasing, and maintenance. o Manage and maintain Properties within the annual operating budget. o Apply operational policies and procedures in a uniform manner. o Ensure compliance with program requirements. o Communicate with tenants and Authority staff in a Gear and concise manner. o Setup and prepare emergency response resources and an implementation plan. o Manage waiting list through semi-annual updates of prospective applicants in conformance with tenant selection policies. o Produce semi-annual reports detailing the number of new applicants, number of dropped applicants, and total for each waiting list. o Create, implement, and supervise maintenance schedules and repairs. o Ensure independent contractor license status and insurance coverage. • Management Fee & Contract Terms with Synopsis 7 Katie OrnoTi Director of Software Support and Training Organizational Chart Laura Ontiveros Vice President of Property Operations Financial Description Financial Management and Accounting o Provide monthly, quarterly, annual reports from a financial software package capable of delivering accrual -based accounting reports. o Comply and assist with preparation of an annual fiscal audit focused on compliance with Generally Accepted Accounting Procedures. o Implement proper internal controls for accounts receivable and payable, account reconciliation, security deposits, records retention, electronic backup, and expenditures for services. o Act as the City of Rosemead's fiscal agent for day-to-day operations while complying with the policy. o Work with the City of Rosemead staff to ensure the most efficient system of reporting. Contracts and Procurement o Purchase materials, supplies, equipment, tools, and services that are necessary for the operation and maintenance of the Property and maintain a current inventory of the same. The purchasing and procurement of goods and services must be done in accordance with policy. o Procure consultants and specialty contractors as necessary, for special maintenance requiring repair skills not usually possessed by regular maintenance employees. o Enter into contracts and oversee not -to -exceed contracts for Services including, but not limitedto landscape maintenance, pest management, pool services, laundry, floor covering, courtesy patrol, HVAC, custodial cleaning, other services such as electrical systems, trash removal, solar system services, fire alarm and suppression systems, security gates, etc. • Summary and Conclusions 9 Service Approach Technical and management approach to providing the Services as outlined in the Scope of Services o Sterling Asset Management will oversee the maintenance, operations, and property accounting and the management of entry and tenant oversight. • First year schedule of task, milestones and deliverables that will provide for timely provisions of the Services. o Perform annual random sample monitoring of income re/certification procedures, files, tenant lease agreements, and rent roll records to review compliance with income certification requirements. o Conduct semi-annual random audit of tenant files to review proper records retention for verification of continued income eligibility, occupancy limits, vehicle registration and insurance, etc. o Review the prospective tenant waiting list files forcompliance with tenant selection policy, applicant verification procedures, and waiting list noticing requirements. Property Management program- 0 rogram— o Consists of maintenance control, quality assurance, and tenant relations activities. Provide quality control for the property performance including but not limited to regular review of files, review of data discrepancies, review of compliance, work orders, etc. 10 City of Rosemead's Budget • Proforma Budget - Operation Income and Expenses, including proposed per unit, per month and management fee. • Sterling's Pricing Per Property Sterling ricing per property Product/S�Mce Management fee $65 per unit per month New Hire (Screening) $150/new hire Payroll Processing Fee $35/associate per pay period 2024 Benefits Approx. $750-1250 per employee per month 401(k) 50% up to 5% Technology (Standard Support) $100 per location per month plus the cost of in person service calls to service any computers/network/etc. Yardi Operating Software $5/unit per month Yardi Conversion $2,500/one time MS Office $150/computer per year Onboardin Set up new existing computer $600 Monthly security and software updates $75/ month per PC Antivirus $35/computer per year email subscription only (i.e.-maintenance) $72/user per year Computer support (Calling into third party IT) $100/hr. billed in 1/4 -hour increments Set up new user in computer $150 per person one-time fee HUD Loan Compliance Monitoring (if you secure a HUD $150 per month <150 units one-time fee of $1,000. backed Loan) >150 units one-time fee of $1,500 Resident Services varies based on services required New computer/monitor/IT Configuration $2,569.38 We tried to cover all added expenses. There are still normalized expenses that the property will incur such as payroll, benefits, workers comp, taxes, advertisement for open positions, background checks, resident credit checks, etc.... Utilities, Repairs and Maintenance, Office supplies, postage. We would charge a 5% fee of total expenditure to oversee any large capital projects over $50,0000. We do not charge back the properties for Regional and corporate overhead and or Compliance. 11 v M 00 CO M CD W 10 [O (O (D . O a0 V O O N V (D (n O O N op W W ww N. N N 00 r r CO � (O (O W c0 f� r U CD (0 CO N CO (D CD W c0 : m CD 0) co N Cl) N M N 1- � O N .-- CD (O (D .O U) LO (O (D V (O LO Cn 0 c0 1n (O � LO m IA CO (n L i (O to CO ' N N N N (O LO U O aV rn rn rn rn rn,rn rn m rn rn M m m rn m rn rn 0) 0) m m C) rn rn rn rn m 0 0 O Oi O N m cc O O a c a c s c c a) c O c d— @@ - _ @ E2 E2 E L L (n U @ (0 a N N a a Vi (q N N (0 N N w (` y 1 Y Y (� U U N N N N U V 00 a > > 00 00 > > > > U > > > U > C_ C_ U @ @ > > > 0in� 0000JU)000(n0��U)C)L)(LCL 0 L�0,0�� N Q Q r a) N N T a O M >ca O U j 0) 'G N a) � a) (n Cn a) > C Co mC) a C c (n >❑ c 0 N W a) co C N a) a) Q O N@ 1-0 Y OD O a (n N n L W U @@ C>> N n (n In y U 3 E j E L a L O N L C m m Q Q@ 2. C L L L N O N C@ m L (6 C C .- T@ (n (P @ C O N v! a s — -- (n a-@ LL (n (� @ a) O O LL > 0 LL O W a) L @@ W co @ Z LL LL LL LO O W O V O Y V I- � U) W O 00 co H O W W LO -O -O W O O O COIN 0) O N O N O O N M N 0 0 0 O N U @ M @ N M O M O 1` 1` 00 O f` O N M N (0 N M 7 00 (n V 1` N . (O �- N .- N O a0 (n N V (O , M r- M M O N M M O M M 0 O O C i I CL 2 N i U o ui o po c 3 (D M p Q O 0) di C O .0 06 1 c 0.¢ Q S Z .: CY Q 4) 1 -� y T� v rn U U OD n U) m ❑ Ali U U) O a) d U L) �;,C'I . f` U N = �Q_iI L d^ do N (O V p N 'O Q d 2 0 a Z ZOO O MO N Q Z ii =^a L) o� o U p v s o QS IL O S L) S S co 0 S 6 S S O S 0 j I Q LL Cn S O (A a00 O M a0 ^ IyL V uico M p Q av d ❑ O U Ol O~ O a O_ m O_ m Q Q m U Q rn U rn 0 Q ❑ ❑ x ❑ ❑ ❑ Q ❑ S S Q S ❑ ❑ S Q ❑ ❑ ❑ ❑ ❑ ❑ ❑ Q ❑ Q Q = Q 4i U 2 U CL U U U U D N @ U@ U m U U l D U (n U U (O U M U U@ U E S CO S 2 S S S F S o U F U S S U F - Im S U S S D H n G: O O HU N (D (O V N O to VV -m V O O co V V O O CD O p p al 00 O N V (O n (0 N 1D U N M r r co V co V co V M O (D V n co M cii # � r- �— m 0 o oCL wII U ¢ m a3) a = a, ' Z Ll G O 04 � N O 1N «« �a(/ am oco )LLI = c co m a _ ` R 0 M 'O C 0 0 a >y0R_C O. d (L W O d C a.ta dL IL `� im c ia wrm m 23 EEm ER = N ` m N r E w > N U) w ` C C O C y 'i 0=°°d -xxz i ia � ac c l 00w0:)WnF L° cio v C�) CHOC COMMUNITY HOUSING OPPORTUNITIES COMMUNITY IMPACT Resident Services for Multi -family and Senior Housing Developments C)CHOC COMMUNITY HOUSING OPPOMNRIL' CHOC Community Impact Services The Community Impact Division, within Community Housing Opportunities Corporation (CHOC), uses an equity lens with a community approach to empower youth and families, encourage strong communities and cultivate collaborative partnerships and services to improve the quality of life for very low to moderate -income families. CHOC s Community Impact programs are responsive to the unique needs of residents residing in affordable housing communities. CHOC Impact strives to empower residents to improve their quality of life, build better lifestyles and meet respective property residency requirements. CHOC Services designs programs to meet every property s unique needs, based upon community findings and an official Health and Community Assessment. This assessment examines a community s respective employment, financial managementibudgeting, social services, educational, community service, recreational and crisis needs. This results in on-site programs and activities that are tailored to meet broad resident interest, as well as the immediate needs of each property s residents. Family Services CHOC Impact's Family Services Program is responsive to the unique needs of our working families. Community connection is critical to delivering the most effective and relevant services; CHOC Service Coordinators facilitate resident meetings, support groups and invited speakers on topics such as health education, parenting, substance abuse, tax services, financial literacy, and family wellness. Monthly activities include movie nights, bingo, seasonal/cultural celebrations and potluck dinners. Volunteer opportunities are also available via after-school enrichment programs, computer labs, monthly youth/ adult/family activities and special events like Family Wellness Fairs. Youth Services CHOC Impact's After -School Enrichment programs are conducted in a classroom -style setting, emphasizing rules, boundaries, homework and computer literacy. These programs also impart communication skills, cooperation and esteem -building through individual tutoring, crafts, games and other recreational activities. After-school enrichment programs are facilitated by Youth Coordinators and monitored by a Program Manager possessing a Masters Degree in Multicultural Education. 5030 Business Center Drive I Suite 260 1 Fairfield CA 1 94534 T 707 759 6043 F 707 759 6053 w .chochousing.org ()CHOC COMMUNITY HOUSING OPPORTUNITIES Senior Services Senior Services addresses the unique needs of elder residents at our communities. Community Impact Coordinators assist senior residents across the spheres of financial counseling, taxes, food insecurity, health and wellness, transportation, employment, mental wellness, emergency planning, healthcare and more. Additional Services Additional resident community services and support may include on-site emergency food banks, clothes exchange programs, summer lunch programs, resume workshops, and job referral programs. Our coordinators continually work to develop and enhance critical community relationships with local service providers and community-based organizations and partners, making appropriate referrals to public and private agencies within the local service area whenever necessary. How We Work Each Community Impact Coordinator has established office hours, provides necessary referrals/follow-up to ensure each household maintains good community standing and they meet with residents, families and property management staff to design a plan for success. Coordinators also provide resident conflict resolution and advise residents of problems and behaviors that may put housing and/or residency at risk. The Community Impact Program celebrates the success of residents and families when they achieve their goals; our goal is to help families along a healthy continuum, from crisis and chaos to safety, stability and self- sufficiency, by working with family, youth and senior services and other supportive service agencies. Collaboration and Partnerships Our Division is dedicated to fostering strong partnerships within the community as an integral part of our commitment to growth and service expansion. To achieve this, we establish collaborations with local community colleges and universities, providing valuable internship opportunities for students. Additionally, we aim to engage in Federal Work Study contracts, creating avenues for students to gain practical experience and contribute to our mission. Moreover, we have a proven track record of partnering with local United Way Agencies and AmeriCorps, facilitating meaningful service opportunities. Finally, we welcome the support of volunteers who share our passion for community development, ensuring a collective effort towards achieving our goals. Through these partnerships, we aspire to enhance our reach, impact, and the overall effectiveness of our services. 5030 Business Center Drive I Suite 260 1 Fairfield CA 194534 T 707 759 6043 F 707 759 6053 m .chochousing.org 4 ()CHOC COMMUNITY HOUSING OPPORTUNITIES Resident Services Plan The Resident Services Program, part of the Community Impact Division, is dedicated to enriching the lives of residents through a range of tailored services and support, fostering a stronger more connected community. The Resident Services Program, with more than 20 years of dedicated service, currently serves over 1,400 units, offering support from the inception of operations at each property. The program fosters a learning environment that provides sustainable opportunities to transform lives and empower individuals to actively participate in the community. These user -driven services respond to urgent community needs and during unprecedented socio-economic conditions. The impact of these programs is longstanding and provides a needed resource and opportunity to improve the quality of life for individuals, families and seniors. Residents Services goal is to help families along a healthy continuum, from crisis to stability and self-sufficiency, by working with on-site Resident Services Coordinators and collaborating supportive service agencies. Coordinators strive to empower residents to improve their quality of life, build better lifestyles and meet respective property residency requirements, generating housing and property stability. Coordinators employ a comprehensive, multi -generational strategy, and their services foster both well-being and self-sufficiency by utilizing a strength - based model. The program utilizes a developed annual framework for services, with quarterly strategies and empowerment domains, as follows: Financial Empowerment, Health and Wellness, Education and Employment, and Community and Connections. The Division designates a Services Coordinator for each property, to coordinate and implement the services program. Each Resident Services Program is designed to meet that community's unique needs, based upon community findings and an official Health and Community Assessment, which examines: • Community's employment Financial managementibudgeting • Homeownership counseling • Social services, educational • Community and civic service and recreational After-school enrichment and education programs 5030 Business Center Drive I Suite 260 1 Fairfield CAI 94534 T 707 759 6043 F7077596053 www.chochousing.org ()CHOC COMMUNITY HOUSING OPPORTUNITIES Community Impact Qualifications CHOC Community Impact boasts a well-established track record of delivering services across the State of California for the past 24 years, since its inception in 1999. Moreover, Community Impact has demonstrated notable success by effectively managing services for 26 affordable housing properties situated in Yolo, Sacramento, Solano, and Riverside Counties. Presently, the Division oversees services for more than 1400 units and has consistently maintained a commendable status with no findings or concerns in any monitoring activities. The organization remains in good standing with all properties and adheres diligently to regulatory requirements. The portfolio of managed projects encompasses Multi -Family Housing, Senior Housing, Single Room Occupancy and Supportive Housing. References Sterling Asset Management Kevin Grani, President Green Valley Executive Center 5030 Business Center Dr, Suite 350 Fairfield, CA 94534 P: 650.546.4414 E: kgrani@sterlingasset.com Eugene Burger Management Company Teresa Pegler President, Affordable Business Line EBMC Sacramento Regional Office 7311 Greenhaven Drive, Suite 272 Sacramento, CA 95831 P: 916.443.6637 x 277 E: teresapegler@ebmc.com 5030 Business Center Drive I Suite 260 I Fairfield CA 194534 T 707 759 6043 F 707 759 6053 w .chochousing.org 9 0 uV U j L N C p � H p c v 3 v a c o N o a V~ O N ✓1 V \ N U V1 V N UI v � r/1 � � ✓moi \ � O @ E � N � o O O N M r u L ti O O n c o � o. - ¢ �a 0 v 0 0 N m c Y m m y n v C ' m N ti d a C p v 0+ m O> c N p_ Sj CO m 0 1 3 O N in Vim. 4 SC G On 0 O v U o z I> = o m u u > v m m o O C t O NV Q1 N> v N O Ol N Z� STERLING ASSET MANAGEMENT References Requested: Sutter Capital Group Tyler Girimonte, Partner 111 H Street, 3rd Floor Sacramento, Ca 95814 P: (916) 482-3500 CHOC 5030 Business Center Drive, Suite 260 Fairfield, CA 94534 P: (707) 759-6043 Attachment D Virtual Workplace Solutions LLC Proposal REQUEST FOR PROPOSAL NO. 2024 -12 PROFESSIONAL SERVICES FOR PROPERTY MANAGEMENT SERVICES FOR TWO SENIOR APARTMENT COMMUNITIES Submit Electronically to: PLANETBIDS https://pbsVstem.planetbids.com/portal/54150/portal-home DUE: April 18, 2024 Whatever your business needs, VirtuaWorkplace is the solution! Coverletter.......................................................................................................................................3 Capabilities Statement 1 Acknowledgment of Draft Professional Svc Agreement..............................................................6 ExhibitA..........................................................................................................................................19 Exhibit B Exhibit D 27 29 Cost Proposal Whatever your business needs, VirtuaWorkplace is the solution! VIA PLANETBIDS WEB PORTAL: https://pbsystem.planetbids.com/portal/54150/portal-home April 18, 2024 City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 Attn: City Clerk's Office Re: Request for Proposal — Professional Services for Property Management Services Dear Sir or Madam: 1. Inclusive, please find the Response of Virtual Workplace Solutions (Bidder) with respect to the above Request for Proposal. This Response includes this Letter as well as our Capabilities Statement, Acknowledgment of Draft Professional Svc Agreement, Exhibit A — Property Management Services, Exhibit B — Insurance Requirements, Exhibit D — Request for Proposal and References, set forth in the RFP document. 2. 1 am authorized to submit this Response on behalf of Bidder, make representations on Bidder's behalf, and commit Bidder contractually. 3. 1 have read the RFP Documents. In submitting this Response, Bidder accepts all terms and conditions stated in the RFP document. 4. Bidder represents that it meets all minimum qualifications set forth in this RFP and is capable, willing, and able to perform and complete the tasks described in the RFP within the established deadlines, time frames, and budget set forth for performance. 5. Bidder represents that it has the ability to provide the property management and real estate services set forth within this request. Whatever vour business needs, VirtuaWorkplace is the solution! 6. Bidder holds a valid business license and is authorized to do business in the State of California. 7. Bidder holds all necessary insurance, as it relates to contractual services, from a company authorized to do business in the State of California with a minimum A.M. Best rating of A, or equivalent. Should Bidder succeed in this procurement, Bidder shall provide to the City of Rosemead a certificate or certificates evidencing the existence thereof or binders and shall be delivered within fifteen (15) days of the tentative award date of the Contract. I certify that all statements and information provided in Bidder's response are true and complete by my signature below. Sincerely, a a Linwood CEO at Virtual Workplace Solutions LLC Whatever your business needs, VirtuaWorkplace is the solution! NAICS & CAGE CODES CAPABILITIES STATEMENT 561111 —Administrative Management 561499 — Business Support Services 561920 — Meeting and Event Planning 611430 - Professional and Management Development Training 561110 — Office Administrative Services 541199 — Paralegal/Legal Assistant 561410 — Transcription and Document Preparation 561599 —Travel and Reservation Cage Code 8WH28 • AABE (African American Business Enterprise) SAM.gov • Local Business Enterprise) Authority • MBE (Minority Business Enterprise) SAM.gov • Micro SBE (Micro Small Business Enterprise) DGS • SDB (Small Disadvantage Business) SAM.gov • WBE (Women Business Enterprise) Bidder Clearinghouse • WOSB (Women -Owned Small Business) SAM.gov • Go Green Biz REGISTRATIONS FED ID# 86-1695761 DUNS# 117927463 COMPANY Virtual Workplace Solutions is a business support service agency offering boutique administrative and professional management services that support busy professionals, small and large businesses in San Diego and throughout the US. We provide a cost-effective, efficient, dependable, and professional support service solution to our valued clients. SERVICES Management: Property, Business, Calendar, Customer Relations, Database, Email, Email Campaign, Office, Professional Development, Scheduling, Social Media, Travel Document Preparation: Contracts, Correspondence, Document Templates, Expense Reports, File documents in physical and digital, Policy Manuals, Transcription, Sponsorship Proposal, Spreadsheet Design Other: Event and Meeting Planning, Media Communications, Public Relations, whatever your business needs, we are the solution! CLIENT LIST A partial list of past and current diems' • Colton Health • Stance • Burkhardt & Larson • South Beach Symposium • IMG Worldwide • Prairie View Investors, LLC • Power52 Foundation • Poe & Associates • CA Health Planning and Information Systems • Social Elite Management • Yaameen's Dream NFP • The Zimmerman Firm • Marker Group • Angelo & Banta • Health Plan Services • CA Office of Administrative Hearings • Cigna • Confidential Communications • CA Public Employee's Retirement System • VIP Lifestyles Management • Weber & O'Neill • JTFB Foundation • Los Angeles Rams • Jones Magazine • Richardson Law Group • Luxe Fete • Family Media Management • CA Department of Social Services • NFL Superbowl Committee • Shutter Software, LLC • Jewish Community Center SI • Loose Canyon Enterprises • MedTranscipters • Total Image -client list can include past employers Whatever vour business needs, VirtuaWorkplace is the solution! VIA PLANETBIDS WEB PORTAL: https://pbsystem.planetbids.com/portal/54150/portal-home April 18, 2024 City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 Attn: City Clerk's Office Dear City of Rosemead, I would like to express our gratitude for providing us with the draft of the Professional Service Agreement included in the Request for Proposals (RFP). We acknowledge the time and effort that went into drafting this agreement and understand the importance of having a well-defined contract in place. We appreciate the opportunity to review and provide feedback on the agreement to ensure that it meets our needs as well as yours. Thank you for your attention to detail and commitment to creating a mutually beneficial partnership. We look forward to continuing our discussions and working together to finalize the agreement. Sincerely, )1ol'anda Linwood CEO at Virtual Workplace Solutions LLC Whatever your business needs, VirtuaWorkplace is the solution! City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 109M.-121 PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN ROSEMEAD HOUSING DEVELOPMENT COPORATION/CITY OF ROSEMEAD AND [INSERT COMPANY NAME] 1. PARTIES AND DATE. This Agreement is made and entered into this —Day of _, 2024 ("Effective Date") by and between the Rosemead Housing Development Corporation/City of Rosemead, a municipal organization organized under the laws of the State of California with its principal place of business at 8838 E. Valley Blvd., Rosemead, California 91770 ("City") and [INSERT COMPANY] a [INSERT TYPE OF ENTITY - CORPORATION, PARTNERSHIP, SOLE PROPRIETORSHIP OR OTHER LEGAL ENTITY] with its principal place of business at [INSERT ADDRESS] ("Contractor"). City and Contractor are sometimes individually referred to herein as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Contractor. Contractor desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing property management services and is experienced and holds the duly required licenses and certifications to perform the said services. 2.2 Project. City desires to engage Contractor as an independent contractor to provide property management services to the Rosemead Housing Development Corporation ("Project'). 3. TERMS. 71P3.Pe City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 3.1 Scope of Services and Term. 3.1.1 General Scope of Services: Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional services necessary for the Project, herein referred to a "Services". The Services are more particularly described in Exhibit A attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state, and federal laws, rules, and regulations. 3.1.2 Term: The term of this Agreement shall be from [INSERT WRITTEN EFFECTIVE DATE] to [INSERT DATE A YEAR FROM EFFECTIVE DATE] with the option for up to two (2) one-year extensions at the sole and absolute discretion of the City, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Contractor. 3.2.1 Control and Payment of Subordinates; Independent Contractor: The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor's exclusive direction and control. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services: Contractor shall perform the Services expeditiously, within the term of this Agreement. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements: All work prepared by Contractor shall be subject to the approval of City. City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 3.2.4 Substitution of Key Personnel: Contractor has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Contractor may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Contractor cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Contractor at the request of the City. 3.2.5 City's Representative: The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Contractor shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Contractor's Representative: Contractor hereby designates [INSERT NAME], or his/her designee, to act as its representative for the performance of this Agreement ("Contractor's Representative"). Contractor's Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor's Representative shall supervise and direct the Services, using his/her professional skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services: Contractor agrees to work closely with City staff in the performance of Services and shall be available to City's staff, contractors, and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees: Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor represents that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees, and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor's failure to comply with the standard of care provided for herein. 3.2.9 Laws and Regulations: Contractor shall keep itself fully informed of and in compliance with applicable local state and federal laws, rules and regulations in 9l Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If the Contractor performs any work knowing it to be contrary to such laws, rules, and regulations and without giving written notice to the City, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall indemnify and hold City, its officials, directors, officers, employees, and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any liability to the extent found to be arising out of any failure to comply with such laws, rules, or regulations. 3.2.10 Insurance: Contractor shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and part of this agreement. 3.2.11 Safety: Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of its employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.3 Fees and Payments. 3.3.1 Compensation: As Compensation for all of Contractor's ongoing property leasing, management, and related services under this Agreement. Agent shall receive a monthly fee in an amount equal to $$ per unit each month of the Gross Rents received in that Month. 3.3.2 Payment of Compensation: Contractor shall receive a monthly fee from the Gross Rents received in that month, to be paid out to the Operating Accounts. Such fee shall be payable on the ten (10th) day of the month following the month in which the services were rendered. 3.3.3 Reimbursement for Expenses: Contractor shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work: At anytime during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work 101 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 without written authorization from City's Representative. 3.3.5 Prevailing Wages: Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws to the extent they are applicable to Contractor. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Contractor shall make copies of the prevailing rates of per diem wages for each craft; classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Contractor's principal place of business and at the project site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection: Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination: City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination: If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents/ Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services: In the event this Agreement is terminated 111 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices: All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: CONTRACTOR: [INSERT COMPANY NAME] [INSERT ADDRESS] Attn: [INSERT PRIMARY CONTACT] Tel: [INSERT PHONE NUMBER] CITY: City of Rosemead 8838 Valley Boulevard Rosemead, CA 91770 Attn: City Clerk's Office Such notice shall be deemed made when personally delivered or when mailed, forty- eight (48) hours by certified mail or deposit in the U.S. Mail, first-class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data; Licensing of Intellectual Property: This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. The Documents & Data are intended for use solely with respect to the project for which they were prepared. Any reuse or modification by City shall be at City's sole risk. 3.5.3.2 Confidentiality: All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Contractor 121 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees: If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all costs of such action as part of prevailing party's total damages as determined by court of competent jurisdiction or as agreed upon by the parties in settlement. 3.5.6 Indemnity and Defense. a. Indemnity and Defense To the fullest extent permitted by law, Contractor shall indemnify and hold harmless Agency and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including legal counsel's fees and costs, to the extent caused by the negligent or wrongful act, error or omission of Contractor, its officers, agents, employees or subcontractors (or any agency or individual that Contractor shall bear the legal liability thereof) in the performance of services under this agreement. Contractor's duty to indemnify and hold harmless Agency shall not extend to the Agency's sole or active negligence. b. Duty to Defend In the event the Agency, its officers, employees, agents and/or volunteers are made a parry to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this agreement, and upon demand by Agency, Contractor shall defend the Agency at Contractor's cost or at Agency's option, to reimburse Agency for its costs of defense, including reasonable attorney's fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Contractor's negligent acts, errors or omissions. Payment by Agency is not a condition precedent to enforcement of this provision. In the event of any dispute between Contractor and Agency, as to whether liability arises from the sole or active negligence of the Agency or its officers, employees, or agents, Contractor will be obligated to pay for Agency's defense until such time as a final judgment has been entered adjudicating the Agency as solely or actively negligent. In no event shall the cost 131 Pa g City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 to defend charged to the design professional exceed the design professional's proportionate percentage of fault. 3.5.7 Entire Agreement: This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both parties. 3.5.8 Governing Law: This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence: Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Contractors: City reserves right to employ other contractors in connection with this Project. 3.5.11 Successors and Assigns: This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer: Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement, or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Captions: Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification: No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver: No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 141 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 3.5.16 No Third Party Beneficiaries: There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5.18 Prohibited Interests: Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor further agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic Interest with the City's Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment: Contractor represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination. Contractor shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification: By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement: Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts: This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 151 Page City of Rosemead — Professional services Agreement (Property Management) Request for Proposal No. 202412 3.6.1 Prior Approval Required: Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. [Signatures on next Page] 161 Page w City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 CITY OF ROSEMEAD Ben Kim, City Manager Attest: Ericka Hernandez, City Clerk Approved as to Form: Rachel Richman City Attorney [INSERT COMPANY NAME] By: Date Name: Title: Date [If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary, AND CORPORATE SEAL OF CONTRACTOR REQUIRED] By: Name: Date Title: City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT A The Contractor shall provide property management services per the attached Scope of Work 18 1 P a g e Exhibit A — Property Management Services Objective Virtual Workplace Solutions (VWS) is pleased to respond to the Request for Proposal for property management and real estate services. VWS brings a unique approach to renter satisfaction that sets us apart from other property management and real estate service agencies. Our founder has extensive experience as a real estate paralegal, which equips VWS with a deep understanding of legal contracts, property transactions, and real estate laws. This background enables VWS to navigate complex legal issues that may arise in real estate transactions within the City of Rosemead. Additionally, not only our founder but the VWS team have a thorough background in property management, which provides valuable insight into the day-to-day operations of managing properties within the city. This experience allows us to effectively oversee rental properties, handle tenant relations, and ensure compliance with local regulations and ordinances. By combining these two areas of expertise, our business is uniquely positioned to meet the experience requirements set by the City of Rosemead. We have the legal knowledge to deal with any legal issues that may arise, as well as the practical experience to effectively manage properties within the city. This comprehensive skill set allows us to provide a high level of service to our clients and ensure compliance with all relevant regulations and laws in Rosemead. We are committed to providing our clients with only the highest level of service and reliability. We are a professional management company serving the greater Los Angeles area as well as Long Beach and all of Southern California. We know how important it is to choose the right agent to ensure the results you want. You want the peace of mind knowing you have hired someone to look out for your best interest. From providing personalized assistance with finding the perfect rental property to coordinating move -in logistics and handling any maintenance issues that may arise during the tenancy, we are dedicated to ensuring a smooth and seamless experience for our tenants. In summary, VWS is committed to providing exceptional property management and real estate services that prioritize the satisfaction and well-being of our tenants. We are confident that our unique approach and dedication to customer service make us the ideal partner for your property management needs. Whatever your business needs, Virtual Workplace is the solution! Services: Our property management services include the following: 1. Tenant Intake and Lease Execution: o Handle new tenant intake, including marketing efforts, establishing and maintaining site-based waiting lists, determining applicant eligibility, screening applicants, and executing leases while explaining all lease attachments. 2. Rent Collection and Additional Charges o Manage rent collection and any additional charges beyond rent. 3. Lease Enforcement: o Ensure compliance with lease terms and enforce lease agreements. 4. Maintenance and Repairs: o Take care of full maintenance and repair needs for the development. 5. Staff Management and Training: o Assume full responsibility for hiring, firing, and training staff. 6. Annual and Waitlist Reexaminations: o Conduct annual reexaminations of income and family composition for tenants. 7. Unit Inspections: o Perform annual inspections of units. 8. Unit Turnover: o Handle unit turnover, including preparing vacated units for leasing. Whatever your business needs, Virtual Workplace is the solution! 9. Procurement of Supplies and Services: o Purchase all necessary supplies and services. 10. Fiscal Management: o Manage full fiscal responsibilities, including preparing annual operating budgets, providing monthly financial reports, and keeping expenses and income within approved budget amounts. 11. Reporting to Owner: o Provide reports as specified by the Owner (City of Rosemead/Rosemead Housing Development Corporation). 12. Marketing and Design: o Create leasing signage packets, design brochures, and conduct area market rent analysis. Whatever your business needs, Virtual Workplace is the solution! City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT B INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Contractor will maintain insurance in conformance with the requirements set forth below. Contractor will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Contractor agrees to amend, supplement, or endorse the existing coverage to do so. Contractor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Contractor shall provide the following types and amounts of insurance: Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less than $1,000,000 per accident. If Contractor owns no vehicles, this requirement may be satisfied by a non -owned auto endorsement to the general liability policy described above. If Contractor or Contractor's employees will use personal autos in any way on this project, Contractor shall provide evidence of personal auto liability coverage for each such person. Workers Compensation on a state -approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident or disease. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Any such coverage provided under an umbrella liability policy shall include a drop-down provision providing primary coverage above a maximum $25,000 self-insured retention for liability not covered by primary but covered by the umbrella. Coverage shall be provided on a "pay on behalf basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured's liability is determined, not requiring actual payment by the insured first. There shall be no cross - liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to City for injury to employees of Contractor, subcontractors or others involved in the Work. The scope of coverage provided is subject to approval of 191 Page City of Rosemead — Professional services Agreement (Property Management) Request for Proposal No. 2024-12 City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $1 Million per occurrence. Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors, or omissions of the contractor and "Covered Professional Services" as designated in the policy must include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend the Named Insured. The policy retroactive date shall be on or before the effective date of this agreement. Acceptable insurers: All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (orhigher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the Agency's Risk Manager. General conditions pertaining to provision of insurance coverage by Contractor. Contractor and City agree to the following with respect to insurance provided by Contractor: Contractor agrees to have its insurer endorse the third -party general liability coverage required herein to include as additional insureds City, its officials, employees, and agents, using standard ISO endorsement No. CG 2010 (or otherwise consistent with the insurer's endorsement). Contractor also agrees to require all contractors, and subcontractors to do likewise. No liability insurance coverage provided to comply with this Agreement shall prohibit Contractor, or Contractor's employees, or agents, from waiving the right of subrogation prior to a loss. Contractor agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors and subcontractors to do likewise. 3. All insurance coverage and limits provided by Contractor and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 4. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any 201 Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 6. All coverage types and limits required are subject to approval, modification, and additional requirements by the City, as the need arises. Contractor shall not make any reductions in scope of coverage (e.g., elimination of contractual liability or reduction of discovery period) that may affect City's protection without City's prior written consent. 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Contractor's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Contractor or deducted from sums due Contractor, at City option. 8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. A ten (10) day notice to City shall apply to nonpayment of premiums. Contractor agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 9. It is acknowledged by the parties of this agreement that all insurance coverage (except Professional Liability and Workers' Compensation) required to be provided by Contractor or any subcontractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self-insurance available to City. 10. Contractor agrees to ensure that subcontractors, and any other party involved with the project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 11. Contractor agrees not to self -insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any contractor, subcontractor, Architect, 211Page City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 202412 Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self -insure its obligations to City. If Contractor's existing coverage includes a deductible or self-insured retention, the deductible or self-insured retention must be declared to the City. At that time, the City shall review options with the Contractor, which may include reduction or elimination of the deductible or self-insured retention, substitution of other coverage, or other solutions. 12. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Contractor, the City will negotiate additional compensation proportional to the increased benefit to City. 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 14. Contractor acknowledges and agrees that any actual or alleged failure on the part of City to inform Contractor of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 15. Contractor will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 16. Contractor shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Contractor's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverage. 17. The provisions of any workers' compensation or similar act will not limit the obligations of Contractor under this agreement. Contractor expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials, and agents. 221 Page City of Rosemead — Professional services Agreement (Property Management) Request for Proposal No. 2024-12 18. Requirements of specific coverage features, or limits contained in this section are not intended as limitations on coverage, limits, or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be limiting or all inclusive. 19. These insurance requirements are intended to be separate and distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 20. The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 21. Contractor agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Contractor for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. Contractor agrees to provide immediate notice to City of any claim or loss against Contractor arising out of the work performed under this agreement. City assumes no obligation or liability by such notice but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. 231 Page ® �►� o CERTIFICATE OF LIABILITY INSURANCE DATE(MMMD/YYY`f) z17/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Liberty Mutual Insurance PO Box 188065 Fairfield, OH 45018 CONTACT NAME: PHONE 800-962-7132 ac No: 800-845-3666 EWAIL ADDRE s: BusinessService Liber Mutual.com INSUREIMS) AFFORDING COVERAGE NAICN 5/17/2021 INSURERA: Ohio Security Insurance Company 24082 EACH OCCURRENCE $1000000 INSURED Virtual Workplace Solutions LLC 300 Carlsbad Village Or Suite 108A-430 INSURER B: NSURERC: INSURER D: INSURER E: Carlsbad CA 92008 INSURER F: 5 COVERAGES CERTIFICATE NUMBER: 66640273 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR R TYPE OF INSURANCE ADDL SUBR POLICYNUMBER AMIDDYf/YYY IDDUCY EXP MM IYYYY LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE F-1/1 OCCUR Kelly Poulsen BKS63262055 5/17/2021 5/17/2024 EACH OCCURRENCE $1000000 PREMISES Ea occurrence $500,000 MED EXP (Any one person) $15,000 PERSONALBADV NJURV $1000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO LOC ECT OTHER'. GENERALAGGREGATE $2,000,000 PRODUCTS-COMPIOP AGG s2,000,000 5 AUTOMOBILE LIABILITY d ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY NIA A02-261-773783-75 2/7/2023 2/7/2025(Ea OMBINeDtSINGLE LIMIT 51,000,000 sw BODILY INJURY (Per person) 550,000 BODILY INJURY(Peraoddent) 5100,000 PROPERTY DAMAGE $ 500,000 Per accident 8 UMBRELLALIAB EXCESS UAB OCCUR CLAIMS -MADE EACH OCCURRENCE $500,000 AGGREGATE $500,000 DED RETENTION$ $ WORKERSCOMPENSATION AND EMPLOYER$' LIABILITY ANYPROPRTTORIPARTNEWEXECUTIVE YIN OFFICERIMEMBER EXCLUDED? (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below NIA XWS63262055 2/7/2023 217/2025 ,/ STATUTE ERH E L. EACH ACCIDENT $1000000 E.L. DISEASE -EA EMPLOYEE $1,000,000 E . DISEASE - POLICY LIMIT $1,000.000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES IACORD 101, Additional Remade; Schedule, may be attached N more space is required) "Proof of Insurance— CERTIFICATE $Jni nPP CANCELLATION ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 26 (2016/03) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE VIRTUAL WORKPLACE SOLUTIONS LLC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 300 Carlsbad Village Dr Suite 108A-430 ACCORDANCE WITH THE POLICY PROVISIONS. Carlsbad CA 92008 AUTHORIZEDREPRESENTATIVE Kelly Poulsen ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 26 (2016/03) The ACORD name and logo are registered marks of ACORD City of Rosemead — Professional Services Agreement (Property Management) Request for Proposal No. 2024-12 EXHIBIT D REQUEST FOR PROPOSAL 241 Pa g Exhibit D — Request for Proposal and References Backaround. Experience, References, and Financial Stabili Virtual Workplace Solutions (VWS) is a trusted leader in property management and real estate services with over 35 years of experience in the industry. We have overseen the management of up to 350 properties/units across Florida, New York, and Texas. Additionally, our team at VWS has successfully hosted properties on Airbnb, showcasing our versatility and ability to adapt to the ever-changing real estate landscape. Over the past 10 years, VWS has been dedicated to providing top-notch services to our clients, ensuring that their properties are managed with professionalism and expertise. We have a proven track record of excellence in full management and leasing operations, maintenance operations, and security/life safety measures. Our commitment to delivering exceptional service has consistently set us apart from our competitors. In the last five years alone, VWS has continued to expand our portfolio and refine our processes to better serve our clients. We have implemented innovative solutions to streamline operations, improve tenant satisfaction, and increase property value. Our team is experienced in working with diverse properties, including senior apartment buildings, and we are well-equipped to handle the unique challenges and requirements of each project. Experience As a seasoned real estate paralegal with 35 years of experience, our founder and CEO, Jolanda Linwood, has developed a deep understanding of the intricacies of property management and real estate services. Her expertise in lease execution, tenant selection, lease enforcement, and maintenance operations make me a valuable asset in meeting the requirements outlined in the City of Rosemead's request for proposal. Further, as the owner of Virtual Workplace Solutions (VWS), a business management and support service agency, she has extensive experience in managing and overseeing a variety of tasks related to property management and real estate services. VWS specializes in providing support services to various businesses, including handling financial management responsibilities, staff training, and procurement of supplies and services. In particular, VWS has a proven track record of preparing annual operating budgets, providing monthly financial reporting, and ensuring that expenses and income are kept within approved budget amounts. Additionally, our team is experienced in conducting market rent analysis, Whatever your business needs, Virtual Workplace is the solution! designing leasing signage packets and brochures, and providing reports as specified by the Owner. With Ms. Linwood's combined experience as a real estate paralegal and certified minority- owned small business owner, VWS and its team are well-equipped to handle the full range of services required by the City of Rosemead. We are confident that our unique experience enables us to effectively meet the experience requirements outlined in the RFP and provide exceptional service to the City of Rosemead and the Rosemead Housing Development Corporation. Core Competencies and Services 1. Full Management and Leasing Operations: • We excel in end-to-end management, from tenant acquisition to lease execution. Our team ensures efficient marketing, site-based waiting list management, and thorough applicant screening by effectively executing the following key processes: Tenant Acquisition: ➢ We employ targeted marketing strategies to reach potential tenants, including online advertising, social media promotion, and collaboration with local agencies and housing organizations. ➢ Our experienced leasing agents conduct regular property tours and open houses to showcase available units and highlight the benefits of living in our properties. ➢ We actively engage with prospective tenants to answer their questions, address their concerns, and guide them through the application process. Site -Based Waiting List Management: ➢ We maintain a centralized waiting list system that tracks all tenant inquiries, applications, and preferences. ➢ Our team prioritizes eligible applicants based on factors such as income level, household size, and specific housing needs. ➢ We regularly update and communicate with waitlisted applicants regarding their status and any available units that match their criteria. Thorough Applicant Screening: Whatever your business needs, Virtual Workplace is the solution! ➢ We conduct comprehensive background checks, credit assessments, and reference verifications on all potential tenants to ensure their eligibility and suitability for our properties. ➢ Our team carefully reviews applicants' rental histories, employment status, and income documentation to verify their ability to meet lease obligations. ➢ We adhere to fair housing laws and anti -discrimination policies to ensure equal treatment for all applicants throughout the screening process. Overall, our dedicated team combines strategic marketing, efficient waiting list management, and rigorous applicant screening to streamline the tenant acquisition and lease execution process. By prioritizing transparency, communication, and compliance with industry regulations, we strive to provide quality housing opportunities for our tenants while maximizing the long-term value of our properties. • Lease execution is a critical phase, and we take pride in explaining lease terms and attachments to tenants, ensuring clarity and compliance. We understand the importance of making sure our tenants fully understand the terms and conditions of their lease agreement, as well as any attachments that may be included. We take great pride in thoroughly explaining these documents to our tenants in order to ensure clarity and compliance. ➢ When a new tenant is signing a lease agreement, we schedule a meeting to go over the terms of the lease in detail. During this meeting, we review each section of the lease agreement, pointing out important clauses and discussing any specific provisions that may be relevant to the tenant's situation. ➢ We also take the time to explain any attachments that may be included with the lease, such as rules and regulations for the building or community, parking policies, or other important information. ➢ We make sure to answer any questions the tenant may have and provide additional clarification as needed. We want our tenants to feel comfortable and confident in their understanding of the lease agreement, so we take the time to ensure that all aspects are explained clearly and thoroughly. ➢ In addition to explaining the lease terms in person, we also provide tenants with a copy of the lease agreement and any attachments for their records. We encourage our tenants to review these documents carefully and reach out to us with any further questions or concerns. By taking the time to thoroughly explain lease terms and attachments to our tenants, we are able to ensure that they are fully informed and compliant with the terms of their lease Whatever your business needs, Virtual Workplace is the solution! agreement. This not only helps to prevent misunderstandings or disputes down the line but also fosters a positive and respectful relationship between tenants and management. We believe that clear communication and transparency are key to successful tenant -landlord relationships, and we take pride in providing our tenants with the information they need to feel confident and secure in their leasing arrangement. 2. Maintenance Operations: • Our maintenance team is adept at handling repairs promptly. Whether it's routine maintenance or urgent repairs, we maintain the highest standards of safety and functionality. Routine Maintenance Our maintenance team consists of highly skilled and experienced subcontractors who are trained to handle a wide range of maintenance and repair tasks promptly and efficiently. They are well -versed in performing routine maintenance tasks, such as HVAC system checks, plumbing inspections, and electrical work, to ensure that our properties are in optimal condition. Urgent Repairs In the event of urgent repairs, our maintenance team is on call 24/7 to address any issues that may arise. Whether its a broken pipe, malfunctioning electrical system, or any other emergency, our team is equipped to handle the situation promptly to prevent any further damage to the property. We prioritize safety in all of our maintenance and repair work, ensuring that all necessary precautions are taken to protect both our subcontractors and the property itself. By adhering to strict safety protocols and guidelines, our team maintains the highest standards of safety while still delivering quality repairs and maintenance services. Overall, our maintenance team is adept at handling repairs promptly and efficiently, ensuring that our properties are always in top-notch condition and providing a safe and functional environment for our tenants. • Unit turnover is a seamless process under our supervision. We prepare vacated units meticulously, ensuring they are ready for new tenants. Whatever your business needs, Virtual Workplace is the solution! Unit Turnover: ➢ This process typically begins with thoroughly cleaning the unit, including all surfaces, floors, and fixtures. ➢ We also inspect the unit for any damages or necessary repairs, and coordinate with maintenance staff to address any issues promptly. ➢ Once the unit is cleaned and repaired, we take care of any necessary touch-ups such as painting and replacing any worn or damaged items. We also ensure that the unit is properly staged and presented to potential tenants during showings. ➢ In addition to preparing the physical space, we also update any necessary paperwork and documentation for the unit, including lease agreements and tenant information. This ensures that all necessary paperwork is in order for the new tenant to move in seamlessly. Overall, our goal is to make the turnover process as smooth and efficient as possible for both our current tenants and incoming tenants. By taking a proactive and organized approach to unit turnover, we can minimize any downtime between tenants and ensure that new tenants have a positive experience when moving into their new home. 3. Security and Life Safety: • Safety is paramount. We implement robust security protocols, conduct regular inspections, and address any safety concerns promptly. Security Protocols: ➢ Implementing robust security protocols is essential to ensuring the safety and security of our facilities and personnel. ➢ We utilize a combination of physical security measures, such as access control systems, surveillance cameras, and security guards, as well as cybersecurity measures to protect against potential cyber threats. Unit Inspections: ➢ Regular inspections are conducted to assess the effectiveness of our security protocols and identify any potential vulnerabilities. ➢ These inspections are carried out by trained professionals who have experience in security assessments and risk management. ➢ Any issues or concerns that are identified during these inspections are promptly addressed to ensure that our security measures remain up-to-date and effective. Whatever your business needs, Virtual Workplace is the solution! Safety Concerns: ➢ We have established protocols for addressing any safety concerns that may arise. This includes a clear escalation process for reporting and responding to safety incidents, as well as regular training for personnel on how to handle emergency situations. ➢ Our safety protocols are reviewed and updated regularly to ensure that they align with best practices and industry standards. Overall, we are committed to maintaining a safe and secure environment for our facilities and personnel. By implementing robust security protocols, conducting regular inspections, and addressing any safety concerns promptly, we are able to minimize risks and ensure the well-being of all individuals within our organization. • Our commitment extends to annual unit inspections, ensuring compliance with safety regulations. Unit Inspections: ➢ We conduct annual unit inspections to ensure compliance with safety regulations. ➢ During these inspections, our trained personnel thoroughly examine each unit to identify any potential safety hazards or violations. Safety Compliance Regulations: ➢ These inspections cover a wide range of safety aspects, including fire safety measures, electrical safety, accessibility for individuals with disabilities, and overall building integrity. ➢ Our team meticulously checks all areas of the property, from common areas to individual units, to ensure that they meet all safety requirements set forth by local regulations and governing bodies. ➢ In the event that any safety violations are identified during the inspection, we take immediate action to rectify the issue and ensure that our properties remain safe and compliant with all regulations. Additionally, we use the findings from these inspections to make necessary improvements to our safety protocols and procedures, further enhancing the safety of our residents and visitors. Whatever your business needs, Virtual Workplace is the solution! Overall, our commitment to safety extends to annual unit inspections as a proactive measure to ensure the well-being of everyone within our properties. By prioritizing safety and regulatory compliance, we strive to create a secure and peaceful environment for all individuals who interact with our properties. 4. Tenant Relations and Fiscal Management: • We handle tenant relations with empathy and professionalism. Rent collection, charges, and lease enforcement are managed efficiently. Tenant Relations: Tenant relations are a top priority at VWS, and we approach every interaction with empathy and understanding. ➢ Our team is trained to handle any issues or concerns that tenants may have with promptness and care. ➢ We believe that open communication and positive relationships with tenants lead to a more successful and harmonious living environment for all residents. ➢ Our maintenance operations are thorough and proactive, addressing any issues promptly to prevent any safety hazards. We also prioritize security measures to protect the well-being of all tenants. Rent Collection and Charges: ➢ We utilize advanced software and technology to streamline the rent collection process, making it convenient for tenants to submit payments on time. ➢ Additionally, our team is well -versed in lease agreements and local regulations, ensuring that all lease enforcement actions are carried out in compliance with the law. Lease Enforcement: We understand the importance of lease enforcement in maintaining the profitability and reputation of a property. ➢ We have developed a comprehensive approach to lease enforcement that ensures both the rights of the tenants, and the property owner are protected. Whatever your business needs, Virtual Workplace is the solution! ➢ We take a proactive approach to lease enforcement by thoroughly screening potential tenants before they are approved to move into the property. This includes conducting background checks, credit checks, and rental history verification to ensure that we are leasing to responsible individuals who are likely to adhere to the terms of their lease agreement. ➢ Once a tenant is approved and moves into the property, we ensure that they fully understand their lease agreement and the expectations for compliance. This includes clearly communicating the rules and regulations of the property, as well as any consequences for non-compliance. I also document all lease agreements and any communications with tenants in order to have a clear record of the terms of the lease and any issues that may arise. ➢ In the event that a tenant violates the terms of their lease agreement, we take swift and appropriate action to enforce the terms of the lease. This may include issuing warnings, fines, or eviction notices, depending on the severity of the violation. I always follow the legal procedures outlined in the lease agreement and local landlord -tenant laws to ensure that our actions are in compliance with the law. ➢ We believe in maintaining open communication with tenants to address any issues or concerns they may have that could lead to lease violations. By creating a positive and respectful relationship with tenants, I find that they are more likely to comply with the terms of their lease and address any issues proactively. Overall, my approach to lease enforcement is based on clear communication, proactive management, and strict adherence to the terms of the lease agreement. I have a proven track record of effectively managing lease enforcement across multiple properties and am confident in my ability to successfully manage the Gillis and Garvey senior apartment building in Rosemead. • Fiscal responsibility is a cornerstone. We prepare annual operating budgets, maintain monthly financial reports, and keep expenses within approved limits. Annual Operating Budgets: Preparing an annual operating budget is a crucial financial planning process for any organization. ➢ To begin, we typically start by reviewing historical financial data, current market trends, projected sales, and any planned initiatives or expenses for the upcoming year. This information helps us forecast revenue and expenses for the year ahead. ➢ Once we have a solid understanding of our financial goals and projections, we work closely with department heads and key stakeholders to gather input and Whatever your business needs, Virtual Workplace is the solution! establish departmental budgets. These budgets are then consolidated into an overall organizational budget that outlines revenues, expenses, and expected financial performance for the year. Report Maintenance: ➢ Throughout the year, we maintain monthly financial reports to track our performance against the budget. These reports typically include income statements, balance sheets, cash flow statements, and variance analysis to highlight any deviations from the budget. ➢ By regularly reviewing these reports, we can identify any potential issues or opportunities for improvement and take corrective action as needed. Budget Maintenance: ➢ To ensure expenses stay within approved limits, we have established internal controls and processes in place to monitor spending. This includes setting spending limits for each department, requiring approval for purchases above a certain threshold, and conducting regular financial reviews to assess compliance with the budget. ➢ Additionally, we actively communicate with department heads to discuss budget performance, address any concerns, and make adjustments as necessary. This collaborative approach helps us proactively manage expenses and make informed decisions to stay within our budget limits. Overall, our disciplined approach to preparing annual operating budgets, maintaining monthly financial reports, and monitoring expenses has been instrumental in ensuring sound financial management and sustainable growth for our organization. 5. Staff Management and Training: • Our team takes full responsibility for hiring, training, and staff performance. We believe in nurturing and maintaining a motivated workforce. We believe in creating a positive and supportive work environment that nurtures and motivates our employees. We understand that a motivated workforce is crucial for success in any business, and we prioritize the well-being and growth of our team members. ➢ One way we ensure our employees are motivated is by providing opportunities for professional development and growth. We offer training programs, workshops, and Whatever your business needs, Virtual Workplace is the solution! mentorship opportunities to help our employees improve their skills and advance their careers. By investing in our employees' development, we show them that we value their contributions and are committed to helping them succeed. ➢ Additionally, we believe in fostering a culture of open communication and collaboration. We encourage feedback from our employees and provide avenues for them to voice their opinions and ideas. By creating a supportive and inclusive work environment, we empower our employees to take ownership of their work and feel motivated to contribute to the success of the company. ➢ Moreover, we value work -life balance and prioritize the well-being of our employees. We offer flexible work arrangements, wellness programs, and other benefits to support our employees' physical and mental health. By promoting a healthy work -life balance, we help our employees stay motivated and engaged in their work. Largely, we believe in nurturing and maintaining a motivated workforce by investing in our employees' development, fostering a culture of open communication and collaboration, and prioritizing work -life balance. By creating a positive and supportive work environment, we empower our employees to thrive and contribute to the success of our company. 6. Reports and Communication: • We will provide customized reports as specified by the City of Rosemead(Rosemead Housing Development Corporation. Transparency and clear communication are our hallmarks. We pride ourselves on our transparency and clear communication throughout the entire process. We will keep you informed every step of the way, ensuring that you are fully aware of the progress being made and the results of our analysis. We believe that open communication is essential in order to provide you with the information you need to make informed decisions about your property. ➢ Our customized reports are designed to be easy to understand and visually appealing. We understand that complex data can be overwhelming, so we take care to present our findings in a clear and concise manner. Our goal is to provide you with the information you need to make informed decisions about your property, and we are committed to ensuring that you have all the tools necessary to succeed. ➢ Our ability to provide customized reports with transparency and clear communication is a hallmark of our service. We take pride in our attention to detail Whatever your business needs, Virtual Workplace is the solution! and our commitment to ensuring that our clients are fully informed throughout every step of the process. When you work with us, you can trust that you will receive thorough and accurate reports that will help you achieve your property goals. 7. Market Insights and Design: • Our expertise extends to market rent analysis, signage packets, and brochure designs. We stay informed about local market trends to optimize property performance. To stay informed about local market trends and optimize property performance, we utilize a combination of data analysis, market research, and industry connections. ➢ Data analysis: We regularly review and analyze local real estate data, such as rental rates, vacancy rates, and market trends, to identify patterns and opportunities for our clients. This includes utilizing tools like market rent analysis software to track and compare rental rates in the area. ➢ Market research: We stay connected to industry news and reports to understand the current market conditions, upcoming developments, and economic trends that may impact property performance. This includes attending industry conferences, networking with other professionals, and keeping a pulse on local market updates. ➢ Industry connections: We maintain strong relationships with local real estate agents, property managers, and other industry professionals to exchange information, collaborate on market analysis, and stay abreast of any changes in the market landscape. By tapping into these networks, we gain valuable insights and are able to adapt our strategies accordingly. In general, by staying informed about local market trends through data analysis, market research, and industry connections, we are able to provide our clients with tailored strategies that maximize their property performance and investment returns. Whatever your business needs, Virtual Workplace is the solution! Recent Experience (Last Five Years) and References 1. Expansion and Diversification: • Over the past five years, we have expanded our portfolio by acquiring properties in strategic locations. • Our diversification strategy included commercial properties, luxury apartments, anc affordable housing developments. Serenity House (20 units) 266 Pulaski Ave Staten Island, New York Contact: Perry Goodwin Email: perrylinwood@aol.com Phone: (347) 693-9005 2. Technology Integration: We embraced cutting-edge property management software, streamlining processes and enhancing tenant experiences. Virtual tours, online applications, and digital lease signings became integral to our operations. MWS Real Estate Services, L.L.C. (10 cp) 1047 Austin St Hempstead, TX Contact: Lee Van Richardson, Esq. Email: leevanjr@yahoo.com Phone: (832) 414-4780 3. Sustainability Initiatives: • We actively promoted sustainable practices, such as energy-efficient upgrades and waste reduction. • Our commitment to environmental responsibility resonated with tenants and property owners alike. Strategical Properties (10 units) 2062 NE 162nd Street North Mami, Florida Whatever your business needs, Virtual Workplace is the solution! Contact: Marie Bomba Email: mgrstrategicproperties@gmail.com Phone: (305) 542-4760 4. Community Engagement: VWS actively participated in community events, fostering positive relationships with tenants and local stakeholders. We organized tenant appreciation events, workshops, and neighborhood clean-up drives. Vidalta Property Management Grand Palms (312 units) 2931 Barker Cypress Rd Houston, Texas 77084 Contact: Tajmah Logan Email: apihoustonw@gmail.com Phone: (713) 855-9465 Financial Stability As the founder of Virtual Workplace Solutions (VWS), I hereby certify that our organization possesses the financial capacity to provide the services outlined in the procurement request for proposal with the City of Rosemead. VWS is a certified minority-owned small business with a proven track record of managing over 350 units across various locations. Our financial stability is rooted in prudent budgeting, efficient resource allocation, and transparent financial practices. As of the present date, there are no pending litigations, bankruptcy proceedings, or adverse financial events that could impact our ability to fulfill contractual obligations. We also want it to be recognized the critical importance of timely monthly invoice payments to sustain our consistent financial capacity. At VWS, we take pride in our financial integrity and reliability. Whatever your business needs, Virtual Workplace is the solution! At VWS, we don't just manage properties; we create thriving communities. Our track record speaks volumes, and we are excited to bring our expertise to the City of Rosemead. With a proven history of excellence, we are well prepared to meet and exceed the City's expectations. With a deep understanding of the complexities of property management and real estate services, VWS is well-equipped to handle the full range of services required by the City of Rosemead for the Angelus Senior Apartment and Garvey Senior Apartment buildings. From full management and leasing operations to maintenance operations and security/life safety measures, VWS is committed to providing comprehensive and efficient services to ensure the success and longevity of these properties. Furthermore, the team at Virtual Workplace Solutions have a strong background in financial management, budgeting, and procurement, real estate contracts, making them well-equipped to handle the preparation of annual operating budgets, maintenance of books and records, and obtaining bids on capital expenditures on behalf of the City of Rosemead. In conclusion, Virtual Workplace Solutions is the ideal partner for the City of Rosemead in providing professional property management and real estate services for the Angelus and Garvey Senior Apartment buildings. With a wealth of experience, expertise, and a commitment to excellence, VWS is dedicated to supporting the City in achieving its goals and ensuring the successful operation of these important housing developments for senior citizens in the community. Thank you for considering Virtual Workplace Solutions for this significant opportunity. We look forward to contributing to the growth and prosperity of Rosemead's housing landscape. Whatever your business needs, Virtual Workplace is the solution! Attachment E Bells Properties, Inc Proposal 0BELLPROPERTIES BYTTEp PROPERTY MANAGEMENT BELL PROPERTIES PROPOSAL CITY OF ROSEMEAD RFP NO. 2024 - 12 Do Not Open Before 10:00am, April 18th, 2024 Page 1 of 15 1. 2. 3. 4. 5. 6. ' BELL PROPERTIES Sff iK. PROPERTY MANAGEMENT Table of Contents: Introductory Letter Pg. 3 Background, Experience and Financial Stability Pg. 5 Proposed Materials and Services Pg. 9 Substitutions Pg. 13 References Pg. 13 Cost Proposal Pg. 14 Page 2 of 15 0BELLPROPERTIES ![�R PROPERTY MANAGEMENT 1) Introductory Letter: Destiny Garcia City of Rosemead 8838 E. Valley Blvd., Rosemead, CA 91770 Re:RFP HA -2024-12 Professional Services for Property Management Services, for two Senior Apartment Communities Dear Ms Garcia and the City of Rosemead team: Bell Properties, Inc, ("BPI") is excited to present our qualifications to the City of Rosemead regarding the RFP 2024-12. Please consider this our transmittal letter to confirm acceptance of the terms of the RFP and our ability to perform the services listed in the scope of services. Business Name and Contact Information: Bell Properties, Inc 440 E. Huntington Dr., Ste 300 Arcadia, CA 91006 Primary Contact Information: Bell Properties, Inc. Brian LeBow, 440 E Huntington Dr., Ste 300 Chief Operating Officer Arcadia, CA 91006 brian@bellprop. la Telephone: (213) 510-6000 x204 Mobile: (626) 636-6851 Acceptance of Terms and Requirements of RFP 2024-12 We can confirm that BPI's proposal will remain valid for a period of not less than 120 days from the RPF's due date. BPI is not debarred, suspended, or otherwise declared ineligible to contract by any federal, state or local public agency. As we hope our proposal demonstrates, we would be honored to serve as one of your preferred property management firms. We are a dedicated team, well versed in the City of Rosemeads mission to serve the city of Rosemeads senior residents to provide long - Page 3 of 15 0BELLPROPERTIES SETTER PROPERTY MANAGEMENT term leasing and corresponding supportive services to individuals and families experiencing or at risk of experiencing homelessness. We look forward to contributing to helping you uplift the communities and individuals City of Rosemead serves. On behalf of Bell Properties, we thank you for this opportunity, and excited to start working with the City of Rosemead, and serving the senior residents in this property. Brian LeBow, Bell Properties, Inc. Chief Operating Officer Page 4 of 15 0 BELL PROPERTIES RYTT[R PROPERTY MANAGEMENT 2. Background, Experience and Financial Stability Principle Line of Business: Bell Properties Inc. (BPI) is a full-service property management company, that services a range of residential and commercial units, with a targeted growing focus on low-income and affordable housing. Since our inception we've built processes and procedures to oversee a extensive group of over 1000 units, all based in Southern California. Bell Properties is highly qualified to undertake the large property management RFP with the City of Los Angeles based on the following key qualifications: • Extensive Portfolio: Bell Properties currently manages over 1000 units across Los Angeles County, demonstrating a proven track record of effectively overseeing both residential and mixed-use properties. R Decade of Industry Experience: With experience spanning more than 11 years, Bell Properties has a deep understanding of property management dynamics, evolving industry trends, and the complexities of the Los Angeles housing market. Our experience precedes our official company launch and our core team has more than 40 years of combined expertise. • Established Legal Structure: Since 2018, Bell Properties has been operating under its current legal structure, ensuring stability, transparency, and compliance in all property management activities. Prior to this time, the leadership team were working to support other real estate and management firms spanning 10 years. • Experienced Executive Team: The executive team at Bell Properties brings together over 40 years of combined industry experience, providing a wealth of knowledge and leadership to drive successful property management operations. Page 5 of 15 0BELLPROPERTIES REWER PROPERTY MANAGEMENT • Local Expertise: Bell Properties' extensive presence and management of properties in Los Angeles County signify an in-depth understanding of the local regulatory landscape, tenant expectations, and market nuances. • Proven Compliance: Bell Properties' track record of managing properties in alignment with legal requirements and regulations assures effective risk management and legal protection for property owners. • Diverse Asset Types: The company's experience in handling both residential and mixed-use properties underscores its versatility and ability to cater to a wide range of property management needs. • Tenant -Centric Approach: Bell Properties' commitment to maintaining positive tenant relationships and enhancing tenant experiences highlights its dedication to fostering vibrant and harmonious communities. • Experience Working with Municipalities, city council, and transparent processes and procedures, as well as presenting town hall meetings where needed for community participation, feedback and buy -in. Currently have active contracts with City of LA (HACLA) and the City of Bell - totaling over 1200 units in addition to our current other portfolios. • Experience serving at -risk and homeless populations: Through our experience in the City of Bell contract, we've honed our processes in serving the diverse at risk communities that we serve in the City of Bell. • Experience serving low income and affordable housing units through various programs, upholding compliance across numerous programs with various rules on reporting. These qualifications underscore Bell Properties' ability to competently manage the City Page 6 of 15 0BELLPROPERTIES WET . PROPERTY MANAGEMENT of Rosemead' properties, ensuring professional management, adherence to legal requirements, and exceptional service delivery. Bell Properties' extensive portfolio, seasoned experience, capable executive team, and commitment to compliance and tenant satisfaction position the company as a strong contender for successfully managing properties under the City of Rosemead's RFP. Bell Properties stands as a Service Provider that unequivocally meets and exceeds the stipulated standards for business integrity, financial capability, performance, and eligibility. Our commitment to these criteria is substantiated by the following qualifications: Business Integrity and Trustworthiness: Bell Properties maintains an unblemished record of business ethics and integrity, ensuring transparency and honesty in all operations. Our proven track record of ethical conduct and professional dealings underpins our reputation as a trusted and reliable partner. Financial Resources and Stability: Bell Properties possesses substantial financial resources, ensuring our ability to fulfill contractual obligations without compromise. BP carries considerable insurance policies to cover our existing staff of over 40, throughout eight local offices. Our sound financial standing guarantees the seamless provision of services throughout the contract's duration. B) Printing: N/A Page 7 of 15 0 BELL PROPERTIES Sff�. PROPERTY C) Bell Properties, Inc, hereby certifies it has the financial capacity to provide services under this RFP to the City of Rosemead and the senior apartments to be served. Bell Properties has no pending litigation, no bankruptcy proceedings or financial events pending against the organization that may impact our finical capacity to perform our services under this RFP. Below please find our general liability certificate; We also carry extensive cyber liability, and workers comp insurance, our current payroll is extensive, $1,400,000 annually. Illuminating these points to share that we are expo %CURB CERTIFICATE OF LIABILITY INSURANCE " owxaoxa fYl1E W O WT YEEAT Y OE 1E0ATNB.V AbY QIBO ql AlTeO M COYOAO! A/PoMR EY TNl N0UCE1 61E. TIO C90ESOAT! a YMEAMC! m6 ER OOYSISIIiE A COEIEACT Kiwm TOE iYila rtsuepsY AUINOE® 1O11OdTATM OII f'W dKTR WD TI[ WIT�CAT[ MdL9l uwM,u e,Y[t• � BVI �� Y� 1OOIftlY4 YW® �twY� s h wOvwl II fllMfiYT1011 O EAMW. tiFti Y 14ma Fe Cb/NYS tiuell�gn G SR01Stliu,Nisue by Res Xe�YeYiY�Vtll IOp7? b FYNEb NpEIMl,1/EIIYfIN 0.1e 1m Nola GOlOE TY 610 ®1ifY TNi TE 161CFE 6 MYINQ til® 60W MNF ®� ®® tO IIE MI® Wim AYN4 FON TE POLY:v IBIOD wGrm E]M1ENiIAYTNO AMY FFOi6YBI1. IEEI a MIOId 6 ANY ODiFIECI w OIIEI OODNBII rml N®cci m YIEiI ilE QMi4fE WY Z ®1®A WT P91iMl TE N9MMl6 POS tP TE INNIQ! OFIOIi➢16®t 0 N1661 10 Ml TE iFIM. ppOIWBMa COdiP60F YbIPiIDFi LYi6Y9W1 WYIIWF®FI®16DT' NAOff� A Y tEeOIt�OItulYm ONi�O[ aOMN Y Ot003%MI.5 060000t] 000SQNY fa 000 IOO.00D I,Yea 5.000 �„�I�y�,l 0 OYttlfMLEUEEwa Y pii❑Y01 i�� Md< alsvmEY�E �.000.00D IibGW.f4A.tli SII Ii'n F W,mYeulYm �W,O �� � W®.IrIIO .VI,O�� EA�WYN/Ir�N t Et�rwYNIV mYN t F OOtl/1 tN�IY Oi'YWI I.1q tlYN�R ® N!\1WINF tsCN�tP /i�PYNUYN� 4FAM �l1 I�YdOBUNPN�� 4tlYt.l� 4YMI!-N>IC'/1Y1 >YO�IYN„5�10•n060 M®�.���N�Y W\1Y�s�1���tir CERTHGtE CANCELLIITOE MND Ni OF TIE I1pY[ 06'IM Rlm lF CYNBIID EIDE 11E FYiYIO WTE 06ER. pRE SL E E1L6® NI 1®IOYCEEIM 1,E IyCYIF101MR Yl�p�®I�IIIM } AcaoiMlMT1 Tr Arow E..r Yoewipr.r.+lYaAcolm 0BELLPROPERTIES Ul KK PROPERTY MANAGEMENT 3. Proposed Materials and Services Bell Properties, Inc. will establish an office on site at each building and utilize our existing software, tools, technology and deploy property management experts. We would anticipate the need to two property managers, two maintenance technicians and one administrative assistant for the properties. Bell Properties maintenance techs work to solve most everyday issues while deploying outsourced HVAC, Electricians and some other trades, while our local teams work to solve most timely issues. Bell Properties will oversee the entire project with our highly refined processes and procedures we've honed over the past 8 years. Bell Properties manages hiring, firing, and all staffing issues. Proposed Staffing Brian LeBow, Executive leadership team: 20 years of real estate and management expertise: Company CEO overseeing high level details, assignment of staffing, staffing levels, number of units per staff member and critical metrics and KPIs on a high level. While Mr. LeBow's real estate and property management experience spans 20 years, the firm was formally set up in 2018; Maria Pilar Vadillo: Leadership Team: 20 years of property management experience working on various portfolios, communities and demographics; Ms. Vadillo brings exceptional customer service skills and deep familiarity with local, regional and federal housing laws; Page 9 of 15 0 BELL PROPERTIES RRTT[R PROPERTY MANAGEMENT Savannah Ward: Leadership Team: 10 years of property management and customer service background. Regional Manager, Project Manager: staffing oversight, oversight of company critical metrics/deliverables and high level KPIs; Savannah has a Bachelors Fine Arts, from NY University. Alex Torres: Internal Bookkeeper with 11 years' experience working in Yardi Systems Software. Alex will serve as Bell Properties internal bookkeeper handling all reconciliations, balancing and returns. Additionally, we'll send records to our external CPA, Irving Gustillo twice annually to review records for assured accuracy, reconciliation and balancing. Irving has experience working in Yardi and will oversee the banking reconciliations. Serena Venezuela: Senior Accounting Specialist at Bell Properties. Serena brings a decade of property management expertise across a variety of software packages including Rent Manager, Yard and Appfolio. Serena has extensive accounting and reconciliation success and will ensure the bookkeeping is precise and timely. Project Manager Role & Responsibilities: Savannah Ward is our proposed Project Manager, and she would be the key contact managing BPI's relationship with the City of Rosemead. Savannah has more than 10 years of property management experience, including a year to date, managing our City of Bell portfolio. She was selected because of her positive experience and successful results managing similar projects. She will ensure your experience with BPI is positive, well managed, and fulfills your needs and expectations. Savannah has extensive experience with: Page 10 of 15 0BELL PROPERTIES08�. PROPERTY MANAGEMENT • Daily operations of owner assets • Overseeing staff members • Hiring and terminating employees • Reviewing and approving annual recertifications • Move -ins, move -outs, evictions • Vendors Management including working with diverse, or women -owned enterprises Project Specific Staff • 1 Property Manager • 1 On -Site Manager • 1 Maintenance Technician Contractors/Vendors to oversee more complex repairs, electrical, hvac and plumbing. Approach to Project Management and Client Services Savannah will collaborate closely with the BPI's senior team to strategically and proactively resource matters — appropriately utilizing the optimal seniority, location, and number of professionals for any issue to provide quick response times and cost efficiencies while retaining flexibility and the ability to pivot quicky as issues evolve. We would encourage Savannah and the BPI team and City of Rosemeads leaders host a project engagement initiation strategy session to kick off the engagement. These types of meeting can result in innovative new ideas and outside the box thinking. Proactive: Savannah's goal is to foresee future issues and problems and address them before they become real problems. Savannah has invested a tremendous amount of Page 11 of 15 0BELLPROPERTIES Ul TKK PROPERTY MANAGEMENT time in the past years to attune to the issues that develop and the reasons they develop. We excel under pressure and in time -sensitive situations. We get things done. On -Site, Property Managers and Maintenance Staffing: Based on the unit mix, Bell Properties would employ, train, oversee, maintain all hiring/firing authority on each site; Additionally Bell would employ Property Manager, On -Site manager and a Maintenance Technician, ensuring appropriate coverage of Roseadmeads Senior sites. Benefits of using BPI: We use speed and efficiency: BPI deploys resources with expediency, and can identify issues before they become large issues and in most cases get's out ahead of problems, and identify issues on initial inspections to isolate areas of improvement and cure the issues before they ever present. This allows BPI to save HACLA expensive after hour emergency crews and solve problems proactively, during business hours. Page 12 of 15 0 BELL PROPERTIES RiTTiR PROPERTY MANAGEMENT 4. Substitutions Bell Properties Inc., will perform all services under this RFP. Bell Properties outsources some larger maintenance and construction projects to best serve our owner clients, cities and residents. Through our extensive deployment and closing of over 2000 service issues per year, we are provided exceptional pricing which we pass along at cost plus 10% for our owner clients/municipalities. 5. References HACLA Deputy Director Eric Chang 213-252-8840 2600 Wilshire Blvd. Los Angeles, CA 90057 City of Bell, Assistant to City Manager Javier Ochiqui 323-517-6390 6330 Pine Street, Bell, CA 90201 T&N Properties Owner Roy Tanaka 310-265-3399 1508 S. 4th Street, Alhambra, CA 90023 Additional References available upon request. Page 13 of 15 0BELLPROPERTIES 69TT6R PROPERTY MANAGEMENT 6. Cost Proposal All staff will be reimbursed at cost, including salary, payroll costs, payroll taxes, workers comp costs, healthcare, dental, vision and life insurance. Bell Properties provides employees a 401 k plan with company match, these costs will be reimbursed at time expense is incurred and all original invoices will be made available for City review. These costs will be paid when incurred, directly from the rents accounts. All project related costs will be reimbursed at time of cost. i.e. Printing, staff polos, office supplies, and any other office equipment required to deliver the service to the City of Rosemead and it's residents. Bell Properties will charge a separate fee to cover costs, based on number of units under management, at $100 per occupied unit, per month. Many companies will introduce low rates and low service levels, and not deliver the services required to serve your residents. Bell Properties operates all our properties at a high level, safely, delivering a great experience for residents that complies with all local, regional, state and federal rules. The service is not simple to deliver well. Page 14 of 15 0BELLPROPERTIES Uff T m PROPERTY MANAGEMENT Thank you for your time and careful consideration in reviewing our proposal. We look forward to working with the City of Rosemead on this RFP. As the most local expert property management firm we're excited to get to work on this project with you. Sincerely, Brian LeBow Chief Operating Officer Bell Properties, Inc 440 E. Huntington Dr., Suite 300 Arcadia, CA 91006 213-510-6000 x204 Page 15 of 15 Attachment F National CORE Proposal I PREPARED FOR: City of Rosemead Request for Proposal NO. 2024-12 Professional Services for Property Management Services for Two Senior Apartment Communities P.. mmd&— t i N A T I O N A L •• 00 k TABLE OF CONTENTS PAGE 1 PAGE 2 PAGE 5 PAGE 8 PAGE 11 PAGE 13 Letter of Interest Organizational and Personnel Background Experience Price Affirmative Action Additional Information LETTER OF INTEREST Letter of Interest April 17, 2024 Destiny Garcia Management Analyst City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 Subject: RFP NO. 2024-12 - Property Management Services I am writing to express National Community Renaissance's keen interest in responding to the Request for Proposal (RFP) for property management services. With our extensive qualifications and proven track record, we believe that National CORE is well- equipped to meet and exceed the expectations outlined in the RFP. National CORE stands as one of the nation's largest nonprofit developers and managers of affordable rental housing. Recognized as a "best in class" provider of property management services, we offer a comprehensive range of in-house capabilities tailored to effectively manage the complexities inherent in affordable multifamily housing. We firmly believe that where you live matters, and at National CORE, we prioritize both people and place. Our commitment to excellence is evidenced by our management of over 12,000 affordable and market -rate rental units across 100 developments nationwide, in collaboration with private and public entities. With more than 30 years of industry experience, we have honed a fully integrated approach that encompasses expertise in human resources, finance, asset management, compliance, risk management, energy and sustainability, relocation and capital improvements. At National CORE, we understand that high-quality management and a long-term focus are instrumental in preserving the integrity of our communities and fostering environments where residents can take pride in calling home. We are dedicated to delivering exceptional service that aligns with the unique needs of each property and its residents, ensuring a positive and sustainable living experience for all. Considering our commitment to excellence and our proven ability to deliver results, we are confident that National CORE is well-positioned to fulfill the requirements outlined in the RFP. We look forward to the opportunity to collaborate with the City of Rosemead and contribute to the success of your property management initiatives. Thank you for considering National CORE for this partnership opportunity. Should you require any further information or clarification, please do not hesitate to contact me at (909) 204- 3451 or mruane@nationalcore.org Siin'ccer'elly, in'/ A, f F"J Michael Ruane President National Community Renaissance Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead ORGANIZATIONAL AND PERSONNEL BACKGROUND Organizational and Personnel Background National Community Renaissance (National CORE) is a prominent nonprofit organization committed to developing, acquiring, and managing affordable housing properties. With a mission centered around transforming lives and communities through high-quality affordable housing, National CORE has established itself as a leader in the field, driven by a passion for social impact and sustainable community development. QUALIFICATIONS: 1. Extensive Experience: National CORE draws from decades of hands-on experience in developing, acquiring, and managing affordable housing properties. This extensive background equips the organization with invaluable insights and expertise, enabling it to navigate the intricate landscape of affordable housing development effectively. 2. Proven Track Record: National CORE's track record speaks volumes about its proficiency and efficacy in delivering tangible results. With more than 12,000 units developed and managed across various states, the organization has demonstrated its ability to transform communities, uplift residents, and catalyze positive change on a significant scale. 3. Collaborative Partnerships: National CORE recognizes the pivotal role of partnerships in driving meaningful impact. By forging strategic alliances with government agencies, financial institutions, philanthropic entities, and community stakeholders, the organization amplifies its reach, resources, and capabilities, fostering a collaborative ecosystem conducive to sustainable community development. 4. Financial Stability: National CORE's financial stability forms a cornerstone of its operational prowess. Equipped with a robust financial foundation and access to diverse funding sources, including public subsidies, tax credits, grants, and private investments, the organization possesses the agility and resources necessary to embark on ambitious projects and surmount financial challenges effectively. 5. Commitment to Innovation: National CORE remains at the vanguard of innovation, continuously exploring and implementing cutting-edge approaches, technologies, and best practices to enhance the affordability, sustainability, and livability of its housing developments. By embracing innovation, the organization drives efficiency, optimizes resource utilization, and delivers superior outcomes for residents and communities. 6. Regulatory Compliance: National CORE upholds the highest standards of regulatory compliance, ensuring adherence to all applicable laws, regulations, codes, and industry standards governing affordable housing development. By prioritizing compliance, the organization safeguards the rights, safety, and well-being of residents while maintaining the integrity and credibility of its operations. 7. Award -Winning Portfolio: National CORE's portfolio stands as a testament to its unwavering commitment to excellence. With numerous awards and accolades garnered for its outstanding achievements in design, construction, sustainability, and community impact, the organization's projects exemplify innovation, quality, and social responsibility, setting a benchmark for industry peers. MAJOR ORGANIZATIONAL STRENGTHS 1. Mission -Driven Culture: At the heart of National CORE lies a mission -driven culture that inspires and empowers its team members to effect positive change. Fueled by a shared commitment to the organization's overarching mission of transforming lives and communities through affordable housing, employees channel their passion, dedication, and expertise towards realizing this noble vision. 2. Expertise in Affordable Housing: National CORE's multidisciplinary team comprises seasoned professionals with specialized expertise in every facet of affordable housing development, from site selection and financial structuring to design, construction, property management, and resident services. This collective knowledge and proficiency empower the organization to execute projects with precision, efficiency, and excellence. 3. Community Engagement: National CORE recognizes the intrinsic value of community engagement as a catalyst for inclusive, sustainable development. By actively engaging with local residents, community leaders, advocacy groups, and other stakeholders, the organization fosters meaningful dialogue, builds trust, and solicits valuable insights to inform its decision-making processes and ensure alignment with community needs and aspirations. 4. Sustainable Practices: Sustainability lies atthecoreof National CORE's ethos, permeating every aspect of its operations. From incorporating energy-efficient design features and sustainable building materials to implementing renewable energy solutions and green infrastructure, the organization prioritizes environmental stewardship, resource conservation, and long-term sustainability in its housing developments, thereby minimizing ecological footprint and operating costs while enhancing resident comfort and well-being. 5. Commitment to Social Equity: National CORE remains steadfast in its commitment to advancing social equity and fostering inclusive communities where individuals of all backgrounds and circumstances have access to safe, affordable housing and opportunities for upward mobility. By proactively addressing issues of housing inequality, economic disparity, and systemic injustice, the organization seeks to create a more just, equitable society where every individual can thrive and fulfill their potential. 6. Transparent Governance: National CORE upholds principles of transparency, accountability, and ethical governance across all facets of its operations. Through robust governance structures, policies, and practices, the organization ensures integrity, fairness, and compliance with legal and ethical standards, fostering trust and confidence among stakeholders and safeguarding the interests of residents, investors, and partners alike. 7. Capacity for Growth: National CORE's expansive capacity for growth positions it as a dynamic force for positive change in the affordable housing landscape. Armed with a diverse portfolio of projects, a skilled workforce, and a proven track Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead ORGANIZATIONAL AND PERSONNEL BACKGROUND record of success, the organization possesses the agility, resources, and strategic foresight to pursue ambitious growth initiatives, expand its footprint, and amplify its impact on communities nationwide. In essence, National Community Renaissance (National CORE) stands as a paragon of excellence and innovation in the affordable housing sector, driven by a steadfast commitment to social impact, sustainability, and community empowerment. With its unparalleled qualifications, major organizational strengths, and unwavering dedication to its mission, National CORE continues to redefine the boundaries of possibility, transforming lives and communities for the better, one affordable housing development at a time. INTEGRATED TEAM OF PROFESSIONALS ACCOUNTING Our Accounting Team watches over the financial solvency of our properties in order to maximize income, minimize bad debt, and maximize cash distribution to owners. • Financial and operations auditing • Financial reporting • Cost containment analyses • Strategic planning and benchmarking • Yardi Voyager, web -based property management software and asset management solutions ASSET MANAGEMENT Comprehensive asset management planning, financial reviews, onsite physical and staff evaluations, debt restructuring/re- syndication, review of agency requirements and documentation plus constant communication. • Responsible for the preservation of the physical assets • Submit monthly, quarterly, semi-annual and annual reports • Supervise disbursements • Develop property watch list for under -performing properties CAPITAL IMPROVEMENTS Preserves the integrity of the physical platform while introducing modern touches to keep the property current and efficient. • Interior and exterior maintenance • Skilled maintenance staff • Cost containment analyses • HandyTrac Key Management System • Focus on leasing units with minimal turn time, maximizing economic occupancy COMPLIANCE Maintains a service-oriented approach designed to assist owners and agents in complying with the many complex federal and state housing regulations. • Full regulatory compliance • Compliance certification and recertification • Measure and evaluate site level staff • Monitor file turnaround times • Identify training opportunities • Custom compliance property checklist based on the funding sources and specific compliance requirements • Compliance monitoring audits ENERGY AND SUSTAINABILITY "Doing Our Part" to develop sustainable communities and implement conservation programs that maintain the health and stability of our communities. • Turf removal and smart irrigation • Installation of high efficiency toilets, shower heads and flow restrictors • Installation of high efficiency front load washers • Installation of demand control devices • Installation of Wi-Fi controlled thermostats • LED lighting upgrades • Utility data tracking with WegoWise HUMAN RESOURCES We offer a full service HR team to provide employee relations and operational support. • Recruitment, hiring and retention • Compensation and benefits • Payroll and HR systems • Employee relations • Performance management • Training and development • Safety management PROPERTY MANAGEMENT Experts in resident service programs, facilities management, maintenance, leasing, and compliance with affordable housing regulations allows owners and agents to place their trust in our services and achieve the highest level of resident satisfaction. • Planning and budgeting • Market evaluation • Advertising, marketing and lease -up • Resident screening • Lease renewal negotiations • Rent and maintenance collection • Supervision of personnel • Owner/resident relations • Residential relocation RISK MANAGEMENT Identifies, assesses and controls threats to capital and earnings. • Oversees contract negotiations • Conducts vendor and contract screenings • Mitigates safety and environmental issues • Annual property inspections Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 'ilip go i Experience Experience National CORE is one of the nation's largest nonprofit developers and managers of affordable rental housing. As a "best in class' provider of property management services, National CORE offers an array of in-house capabilities to navigate the complexities of managing affordable multifamily housing. BECAUSE WHERE YOU LIVE MATTERS EXPERIENCE 5. Owner's Perspective: With ownership of over 100 properties, National CORE understands the intricacies of property management from an owner's perspective. They prioritize long-term asset preservation and value enhancement, employing sound financial management practices and strategic decision-making to optimize returns on investment. 6. At National CORE, we believe that people and place matter. High-quality management and a long-term focus are keys to 7. preserving the integrity of our communities and creating a place residents are proud to call home. Here's a deeper exploration of our key strategies and strengths 1. Resident -Centric Approach: National CORE's dedicated staff is deeply committed to exceeding the needs of residents. They prioritize tenant satisfaction by offering responsive maintenance services, organizing community events, and providing resources to support residents' well-being. By fostering a sense of community and actively listening to residents' concerns, they create a positive living environment for all. 2. Performance Optimization: National CORE is committed to maximizing rents and overall property performance. Through monthly operational reviews, they closely monitor financial metrics, occupancy rates, and maintenance costs to identify areas for improvement and implement strategic adjustments. This proactive approach ensures that properties operate at their fullest potential while maintaining affordability for residents. Stakeholder Engagement: Regular communication with all stakeholders, including residents, local governments, investors, and community organizations, is a cornerstone of National CORE's property management strategy. By fostering transparent and open dialogue, they build trust and collaboration, enabling effective problem -solving and alignment of goals. 4. Legal Compliance Expertise: National CORE'steam comprises experts in landlord/tenant laws and fair housing regulations. They stay abreast of the latest legal developments and ensure strict adherence to all relevant regulations, minimizing legal risks and protecting the rights of both tenants and property owners. Innovative Solutions: National CORE continuously seeks innovative solutions to enhance property management efficiency and effectiveness. Whether through the implementation of advanced technology systems, sustainable practices, or community development initiatives, they remain at the forefront of industry best practices to deliver exceptional results. Commitment to Continuous Improvement: National CORE's commitment to excellence extends to ongoing learning and improvement. They invest in staff training and development, leverage feedback mechanisms, and conduct regular performance evaluations to identify areas for enhancement and ensure continuous growth and success. EXPERIENCE WITH SERVING AS A PROVIDER OF PROPERTY MANAGEMENT SERVICES National Community Renaissance stands as a beacon of excellence in the realm of property management, a trusted steward for esteemed entities like Ethos, Invesco, and the Episcopal Communities & Services. With unwavering dedication and a commitment to excellence, National CORE manages a diverse portfolio comprising 596 market -rate units across five premier properties nestled in the picturesque San Fernando Valley, CA, as well as 136 units for the Episcopal Communities & Services in the vibrant locale of Redondo Beach, CA. National CORE's partnership with Ethos, Invesco, and the Episcopal Communities & Services underscores its reputation as a trusted ally in the realm of property management. By leveraging its expertise and innovative approach, National CORE consistently delivers exceptional results, maximizing property value and enhancing the overall community experience. In every interaction and endeavor, National CORE embodies professionalism, integrity, and a genuine passion for creating spaces where individuals and families can flourish. Through its unwavering commitment to excellence, National CORE sets the gold standard for third -party property management, earning the admiration and trust of clients and residents alike. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead The specific individual assigned to work with the City of Rosemead from National Community Renaissance (National CORE) would be Courtney Richard, Senior Vice President of Property Management. Courtney Richard has been an integral part of the National CORE team since 2012, bringing with her extensive experience in property management dating back to 2009. In her role, Courtney oversees the operations and management of National CORE's extensive portfolio of 100+ affordable housing communities and leads a team of more than 300 professionals. Courtney's responsibilities include setting strategic goals for National CORE's largest division to address the evolving needs of the organization's expanding portfolio and new business ventures. Notably, in 2012, Courtney played a pivotal role in establishing in- house relocation services, a move that has proven to be highly successful for National CORE, generating additional revenue streams through third -party services while ensuring minimal resident hardship and compliance with regulatory requirements. Recognized for her outstanding contributions, Courtney has received accolades from industry organizations such as the Southern California Association on Nonprofit Housing (SCANPH) and Affordable Housing Finance. She holds several certifications, including RAD Project -Based Voucher, Rental Assistance Certification, and Tax Credit Specialist. Courtney earned her Bachelor of Science in Business Administration from Cal State San Bernardino. To maximize net income at the properties it manages, National CORE's Senior VP of Property Management conducts: • Detailed budget development and review processes • Monthly financial reviews with regional managers • Quarterly in-depth reviews with CFO, controller, asset managers, and regional managers • Ongoing monitoring and analysis by financial analyst to maximize property performance As the Senior Vice President of Property Management, Courtney Richard would be the key liaison between National CORE and the City of Rosemead, leveraging her expertise and leadership to ensure successful collaboration and the fulfillment of shared objectives. OTHER KEY STAFF MEMBERS: In addition to Courtney Richard, the Senior Vice President of Property Management, several other individuals from National Community Renaissance (National CORE) would be involved on the property management level in collaboration with the City of Rosemead. These individuals play critical roles in ensuring the effective management and operation of National CORE's affordable housing communities. They include: 1. VP of Maintenance and Capital Improvements: Responsible for overseeing maintenance operations and capital improvement projects across National CORE's properties, ensuring that they are well-maintained and meet quality standards. EXPERIENCE 2. Director of Capital Improvements: Leads the planning and execution of capital improvement projects, working closely with property managers and maintenance teams to enhance the quality and value of National CORE's properties. 3. Director of Operations: Manages day-to-day operational activities at National CORE's properties, including leasing, resident services, and regulatory compliance, to ensure efficient and effective property management. 4. Director of PM Financials: Handles financial matters related to property management, including budgeting, financial reporting, and analysis, to ensure fiscal responsibility and accountability. 5. Director of Relocation: Oversees relocation services, ensuring smooth transitions for residents affected by redevelopment or renovation projects while complying with regulatory requirements and minimizing disruptions. 6. Regional Lease -up Manager: Coordinates leasing activities and manages occupancy levels across National CORE's properties, implementing strategies to maximize rental income and minimize vacancies. 7.Property Management Project Managers: These professionals are responsible for overseeing specific projects or initiatives within the property management division, ensuring timely completion and successful implementation. These individuals, along with Courtney Richard, form a cohesive team dedicated to delivering high-quality property management services in alignment with the goals and objectives of National CORE and the City of Rosemead. Their collective expertise and leadership contribute to the success and sustainability of affordable housing communities in the region. TIME REQUIRED TO BEGIN PROPERTY MANAGEMENT: National Community Renaissance (National CORE) stands ready to commence property management services with unparalleled efficiency and dedication. Our team understands the urgency of meeting the needs of our clients and their communities, and we are fully equipped to start as early as required. Whether it's ensuring seamless transitions for newly acquired properties or swiftly addressing management needs for existing ones, National CORE is committed to providing prompt and comprehensive solutions. With a well-established infrastructure and a team of seasoned professionals, we have the capacityto mobilize quickly and initiate property management services without delay. Our extensive experience in the affordable housing sector, coupled with our proven track record of excellence, enables us to hit the ground running and deliver results from day one. Furthermore, our commitment to client satisfaction and proactive communication means that we will work closely with stakeholders to understand their unique needs and priorities, ensuring a smooth and efficient transition to our property management services. Our goal is not just to meet expectations but to exceed them, providing exceptional service and support every step of the way. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead I i r . bi- slim %1 r�A liiii\rliiiiiii ■i�iiii�ii� liiiiil.. 11111■■ ■iiiiiiiiA7Ai9P,i ■��� Bf 1 '1uii�ii �fll l=�: _.�.$s; roll J�G•.f, I w�li°t1j N%��F lr�Y!'1.sI s + 5 - • +' �.,we �/ �. � . � etil.LGt dR •+ fL.3s-iw%..wi�.3, �'+.gP �9`°e�/ss�°/'ss�i'•%- ,!3{ �4�%��%QEj�i o�fw� .' �, �'.�2$.Ls �ar ✓. Psd✓ R N�1. ,•- f.Als s Price Destiny Garcia Management Analyst City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 Dear City of Rosemead, Subject: Proposal for Property Management Services We at National Community Renaissance are delighted to submit this proposal for property management services to the City of Rosemead for for two senior apartment communities compromised of 122 units. Our proposal encompasses a comprehensive suite of services aimed at enhancing the quality of life for residents while ensuring the efficient operation and maintenance of your properties. With our proven track record and commitment to excellence, we are confident that our partnership will achieve your objectives and exceed your expectations. Management Fee: We propose a management fee of $70.00 per door (unit) per month, as outlined in the RFP packet. This fee reflects the value we provide through our extensive range of services, including but not limited to: Property Maintenance: • Routine inspections and maintenance checks to ensure properties are well- maintained and in compliance with all regulations. • Prompt response to maintenance requests and emergencies to address issues swiftly and efficiently. • Coordination of repairs and renovations to enhance property value and resident satisfaction. 2. Tenant Relations: • Proactive communication with tenants to foster positive relationships and address concerns promptly. • Implementation of community engagement initiatives to promote a sense of belonging and wellbeing among residents. 9692 Haven Avenue, Suite 100 Rancho Cucamonga, CA 91730 www.nationalcore.org Togetber, we travufonn lives and communities Fair and consistent enforcement of lease agreements and community rules to maintain a harmonious living environment. Financial Management: • Collection of rents and other fees in a timely manner to ensure consistent cash flow. • Comprehensive financial reporting and budgeting to provide transparency and accountability. • Strategic financial planning to optimize property performance and maximize returns on investment. 4. Compliance and Legal Support: • Ensuring properties adhere to all local, state, and federal regulations, including Fair Housing laws and ADA requirements. • Providing legal support and representation in matters related to evictions, lease agreements, and disputes. 5. Technology Integration: • Implementation of cutting-edge property management software to streamline operations and enhance efficiency. • Utilization of digital communication tools to facilitate seamless interaction with residents and stakeholders. We are committed to tailoring our services to meet the unique needs and goals of the City of Rosemead, and we welcome the opportunity to discuss any specific requirements or preferences you may have. Thank you for considering National Community Renaissance for your property management needs. We are eager to contribute to the success of your housing initiatives and look forward to the possibility of partnering with you. Sincerely, CeGoi �Eac:/t.Clitc� Courtney Richard Senior Vice President National Community Renaissance '••• 9692 Haven Avenue, Suite 100 Rancho Cucamonga, CA 91730 www.nationalcore.org Togetber, we transform lives and communities Affirmative Action AFFIRMATIVE ACTION Affirmative Action National Community Renaissance (National CORE) embraces and upholds the principles of equal opportunity and nondiscriminatory employment practices. As a responsible and ethical organization, we are committed to creating a workplace culture that fosters diversity, equity, and inclusion at every level. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, training, promotion, compensation, and termination. We adhere strictly to all government regulations and legal requirements pertaining to nondiscriminatory employment practices, ensuring that every individual has an equal opportunity to thrive and succeed within our organization, regardless of their race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, or any other protected status. National CORE believes that a diverse and inclusive workforce not only strengthens our organization but also enhances our ability to serve our residents and communities effectively. We actively seek to attract and retain talented individuals from diverse backgrounds, perspectives, and experiences, recognizing that diversity drives innovation, fosters creativity, and enriches our collective understanding. Our commitment to equal opportunity is reflected in our policies, practices, and procedures, as well as in the training and education provided to our employees. We continuously monitor and evaluate our recruitment and employment practices to identify and address any barriers to equal opportunity and diversity, ensuring that our workplace remains fair, inclusive, and welcoming to all. National Community Renaissance complies fully with all government regulations regarding nondiscriminatory employment practices and is dedicated to fostering a workplace environment where every individual is respected, valued, and empowered to reach their full potential. We are proud to be an Equal Opportunity Employer and remain steadfast in our commitment to diversity, equity, and inclusion in all aspects of our operations. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 12 eon Additional Information MANAGEMENT SPECIALITY National Community Renaissance (National CORE) has extensive experience working with Low Income Housing Tax Credits (LIHTC), Home programs, Section 8 Housing Choice Vouchers (HCV), and tax-exempt bond financed properties. Here's a breakdown of our experience with each: 1. Low Income Housing Tax Credits (LIHTC) National CORE has a strong track record of developing and managing affordable housing projects utilizing Low Income Housing Tax Credits. LIHTC is a crucial tool in financing affordable housing developments, and our team has in-depth knowledge and expertise in navigating the complexities of LIHTC projects. We have successfully leveraged LIHTC to create high-quality affordable housing communities that meet the needs of low-income individuals and families. 2. Home Programs National CORE has participated in Home programs aimed at expanding access to affordable housing for low-income households. These programs provide funding for a variety of affordable housing activities, including the construction, acquisition, and rehabilitation of affordable housing units. Our experience with Home programs includes developing and managing projects that utilize Home funds to provide safe, decent, and affordable housing options for individuals and families in need. 3. Section 8 Housing Choice Vouchers (HCV) National CORE has significant experience working with Section 8 Housing Choice Vouchers, which provide rental assistance to eligible low-income individuals and families. We understand the regulations and requirements associated with the Section 8 program and have successfully partnered with local housing authorities to administer Section 8 vouchers at our affordable housing properties. Our goal is to ensure that residents have access to quality housing while receiving the support they need to maintain stable and sustainable housing situations. 4. Tax -Exempt Bond Financed Properties National CORE has developed and managed properties financed through tax-exempt bonds, which are often used to finance affordable housing projects. We have a thorough understanding of the complexities involved in structuring and financing tax-exempt bond transactions and have successfully utilized this financing mechanism to create affordable housing opportunities in communities across the country. Our experience with tax-exempt bond financing allows us to leverage available resources effectively and maximize the impact of our affordable housing developments. National Community Renaissance's experience with Low Income Housing Tax Credits, Home programs, Section 8 Housing Choice Vouchers, and tax-exempt bond financed properties demonstrates our commitment to creating and preserving affordable housing opportunities for individuals and families in need. We have a proven track record of success in developing and managing affordable housing projects that make a meaningful difference in the lives of residents and communities we serve. ADDITIONAL INFORMATION PERSONNEL AND OWNERSHIP A. National Community Renaissance (National CORE) prioritizes recruiting, hiring, training, developing, and retaining skilled staff as a cornerstone of our organization's success. Our approach encompasses several key principles: 1. Recruiting • We actively seek out diverse talent pools to ensure that our workforce reflects the communities we serve. • National CORE employs various recruitment strategies, including job postings, career fairs, networking events, and partnerships with educational institutions and community organizations. • We focus on attracting individuals who are passionate about our mission of creating and managing affordable housing and who embody our core values of integrity, excellence, and compassion. 2. Hiring • Our hiring process is thorough and transparent, ensuring that candidates are assessed based on their skills, experience, and alignment with our organizational culture. • We strive to create an inclusive and welcoming environment for all applicants and prioritize diversity, equity, and inclusion throughout the hiring process. • National CORE is committed to fair and equitable hiring practices that promote equal opportunity and access to employment for all individuals. 3. Training and Development • National CORE invests in comprehensive training and development programs to equip employees with the knowledge, skills, and tools they need to excel in their roles. • We provide both on-the-job training and formal training opportunities tailored to the specific needs and career aspirations of our staff members. • Our training programs cover a range of topics, including property management, customer service, compliance, leadership development, and technical skills development. • We encourage continuous learning and professional growth through workshops, seminars, online courses, mentorship programs, and tuition reimbursement initiatives. 4. Retention • National CORE is committed to creating a supportive and inclusive work environment where employees feel valued, respected, and empowered to contribute to our mission. • We prioritize employee engagement, recognition, and feedback, fostering a culture of appreciation and collaboration. • Our organization offers competitive compensation and benefits packages, including health and wellness programs, retirement plans, and opportunities for career advancement. • We recognize the importance of work -life balance and offer flexible work arrangements and employee assistance programs to support the well-being of our staff members. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 14 5. Performance Management • National CORE implements performance management systems to set clear expectations, provide regular feedback, and recognize and reward high performance. • We encourage open communication and dialogue between employees and supervisors to address challenges, identify growth opportunities, and support career development aspirations. • Our performance management processes are designed to promote accountability, transparency, and continuous improvement across all levels of the organization. We believe that investing in ourworkforce is essential to achieving our mission of creating and managing affordable housing that enhances the quality of life for individuals and families in our communities. B. National Community Renaissance (National CORE) is deeply committed to promoting equal opportunity and fostering diversity, equity, and inclusion in all aspects of our operations, including employment, contracting, purchasing, and beyond. Our policies and procedures reflect this commitment and are designed to ensure fairness, transparency, and non- discrimination in all interactions with employees, contractors, vendors, and partners. ADDITIONAL INFORMATION Our procurement procedures prioritize the selection of vendors and contractors based on their qualifications, capabilities, and value proposition, rather than factors unrelated to the quality of goods or services provided. National CORE is committed to fostering strong, collaborative relationships with our suppliers and contractors, based on mutual respect, integrity, and accountability. 3. Training and Awareness National CORE provides training and education to employees, contractors, and vendors on equal opportunity principles, non-discrimination policies, and best practices for promoting diversity and inclusion in the workplace. We encourage open dialogue and communication regarding equal opportunity issues and strive to create a culture of respect, understanding, and acceptance among all members of the National CORE community. Our organization regularly reviews and updates our policies and procedures to ensure compliance with applicable laws and regulations and to address emerging issues and best practices related to equal opportunity and diversity. 1. Equal Opportunity in Employment 4. Compliance and Accountability • National CORE strictly prohibits discrimination in • National CORE maintains robust systems for monitoring, employment on the basis of race, color, religion, sex, evaluating, and enforcing compliance with equal sexual orientation, gender identity, national origin, age, opportunity policies and procedures. disability, veteran status, or any other characteristic • We investigate and address complaintsof discrimination, protected by applicable laws and regulations. harassment, or other violations of equal opportunity • We adhere to all federal, state, and local laws governing principles promptly and impartially, taking appropriate equal employment opportunity and affirmative action, corrective action as necessary. including Title VII of the Civil Rights Act of 1964, the • Our commitment to equal opportunity is integral to our Americans with Disabilities Act (ADA), and the Age organizational values and is reflected in our leadership's Discrimination in Employment Act (ADEA). unwavering dedication to upholding the highest • Our recruitment, hiring, promotion, compensation, and standards of integrity, fairness, and ethical conduct. other employment-related practices are conducted We are committed to creating a culture of inclusivity where all without regard to protected characteristics, and all individuals are treated with dignity, respect, and fairness, and employment decisions are based solely on merit, where everyone has the opportunity to thrive and succeed. qualifications, and job-related criteria. 2. Contracting and Purchasing National CORE promotes fair and open competition in contracting and purchasing processes and seeks to provide equal opportunities for businesses of all sizes, including minority-owned, women -owned, veteran - owned, and small businesses. We actively seek out diverse suppliers and contractors and encourage their participation in our procurement processes through outreach efforts, supplier diversity programs, and partnerships with diverse business organizations. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 15 LEADERSHIP MICHAEL M. RUANE President Michael M. Ruane, National CORE's President, leads the development of program and business strategies for the organization and is responsible for overseeing all operating departments. Previously, Mr. Ruane served in a variety of leadership positions in Orange County, including Chief of Strategy and Public Affairs of CalOptima, Executive Director of the Children and Families Commission, Assistant County Chief Executive Officer and Director of the Environmental Management Agency. Mr. Ruane is a graduate of the University of California, Irvine, and earned a master's degree from the UCLA Graduate School of Architecture and Urban Planning. Mr. Ruane is the Immediate Past Chair of the Orange County/Inland Empire District Council of the Urban Land Institute and is the Jury Chair for the 2016 HUD Innovation in Affordable Housing national design and planning competition. ROBERT DIAZ Executive Vice President & General Counsel Robert Diaz is National CORE's Executive Vice President and General Counsel. Robert drives organizational growth and works to develop National CORE's infrastructure to maximize our team's effectiveness and efficiency in pursuit of our mission. Robert joined National CORE in 2017 as its General Counsel and previously served as Chief Administrative Officer before assuming his current responsibilities. Prior to joining National CORE, Robert served in various capacities as an attorney in the areas of debt finance, corporate governance, banking regulations, mergers and acquisitions and general corporate law. Robert has also focused on the development and implementation of corporate controls and structure and has significant experience in large-scale regulatory remediation efforts in the financial industry. Robert graduated from the University of Chicago Law School and received his B.S. degree in Business Administration from Chapman University. He was commissioned as an officer in the United States Army Reserve and served as a member of the Army's JAG Corps for 15 years. ADDITIONAL INFORMATION EXECUTIVE TEAM DORETTA "DORRIE" BRYAN Senior Vice President Of Operations Dorrie Bryan began her career with National CORE in 1995 as the Executive Assistant to our Founder and CEO. After graduating from the University of California Riverside Human Resources Certificate Program in 1999, Dorrie was promoted to Vice President of Human Resources and Operations. In her current role, she is responsible for planning, developing, implementing, administering, and budgeting for all areas of employment, compensation, benefits, training, employee relations, legal compliance, affirmative action, and health and safety programs, for National CORE's 400+ employees. Other professional affiliations include Professionals in Human Resources Association and the Society of Human Resources Management. ALYSSA COTTER Vice President, Hope Through Housing Foundation Alyssa Cotter is a fundraising professional with more than 15 years of experience in nonprofit, higher education and local government settings. As Vice President for the Hope through Housing Foundation, she oversees the day-to-day operations and strategic focus of the Foundation. In her five years with Hope through Housing, Alyssa has been instrumental in building strategic partnerships and strong financial support from the community through numerous initiatives, including the creation of the Women of Hope affinity group, the launch of the Building Bright Futures Scholarship program for high-school graduates and adult learners as well as successfully raising more than $5 million to support resident programs in California, Texas and Florida. Previously, she coordinated individual giving, corporate/private foundation relations and large-scale special events. Before joining Hope through Housing, Alyssa served as director of development at the Inland Empire United Way and as director of constituent and scholarship programs for the UCR Alumni Association. Alyssa earned her bachelor's degree in business management and master's degree in public administration from California State University, San Bernardino. Alyssa serves as incoming chair of the Board of Directors for the Association of Fundraising Professionals, Inland Empire Chapter. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 16 MICHAEL FINN Chief Financial Officer Michael Finn is National CORE's Chief Financial Officer. As CFO, Michael is responsible for the overall financial strategy and fiscal practices of the organization. He oversees corporate, real estate development, construction, and property management accounting, strategic financial planning and analysis, IT, risk management and vendor relations. Has the overall responsibility to steward the organizations $1.26 in real estate assets and works closely with the Board of Directors Audit and Finance committees. Before joining National CORE, he served as CFO for a major healthcare technology company and brings more than 25 years of management experience in finance and accounting. He has significant experience in the technology, healthcare, real estate, construction, manufacturing, and entertainment fields. He received his bachelor's degree in economics from UCLA. CHRIS KILLIAN Senior Vice President Of Construction Chris Killian, Senior Vice President of Construction, began his career at National CORE in 2004 as an onsite Construction Superintendent and has held various positions within the organization, including Construction Manager and Vice President of Estimating. During his tenure with National CORE, he has been responsible for the construction and renovation of more than 1,240 apartment units, valued at approximately 215 million dollars. Prior to joining National CORE, Chris spent five years with the Fontana Unified School District, where as a Project Manager he was involved in the construction of four new schools with a total value of 103 million dollars. He also was responsible for the coordination of infrastructure and installation of numerous modular facilities during his time with the school district. Chris has a BS from the University of Redlands, and has taken course work in construction and supervision from Riverside Community College. He is a licensed General Contractor(B) in the State of California. ADDITIONAL INFORMATION BARRY OGLESBY Vice President Of Finance And Acquisitions Barry Oglesby, in his role as Vice President of Finance and Acquisitions at National CORE, has an extensive background in real estate investments and corporate finance. He started his career in 2005, focusing on REIT acquisitions. A key aspect of his early career was his involvement in the Lehman Brothers bankruptcy as a consultant, where he conducted in-depth analyses of Lehman Brothers' significant real estate investments leading up to their collapse. This experience afforded him a deep understanding of financial restructuring and real estate investments. While at KPMG, Barry acquired significant corporate finance and audit expertise, which furthered his proficiency in these essential finance areas. At AIMCO, a leading multifamily REIT, Barry Oglesby played a key role in executing several property redevelopments within their portfolio, thereby enhancing his experience in adding value to real estate. In his current position at National CORE, he leads the effort in the acquisition of existing multifamily properties and is also actively involved in capital fundraising initiatives. These roles demonstrate his ability to help lead National CORE's expansion of its portfolio through financial acumen and property acquisitions. Barry Oglesby holds a bachelor's degree in economics from Auburn University and a master's degree in finance from the University of Illinois. These qualifications, combined with his professional experience in corporate finance and real estate, contribute to his role at National CORE. COURTNEY RICHARD Senior Vice President Of Property Management Courtney Richard, Senior Vice President of Property Management, has been a member of the National CORE team since 2012 and has worked in property management since 2009. In her role, she oversees the operations and management of National CORE's 100+ affordable housing communities and a team of more than 300. She is responsible for setting strategic goals for National CORE's largest division to meet the growing needs of National CORE's expanding portfolio and new business lines. In 2012, Courtney was instrumental in bringing relocation services in-house. Under her leadership, the team has launched a lucrative business line for National CORE, offering third -party services. Her unique approach to relocation minimizes resident hardship and provides consistent communication with residents while complying with mandated regulations. Courtney has been recognized for her accomplishments by the Southern California Association on Nonprofit Housing (SCANPH) and Affordable Housing Finance. She holds multiple certifications, including RAD Project -Based Voucher, Rental Assistance Certification and Tax Credit Specialist. She graduated from Cal State San Bernardino with a Bachelor of Science in Business Administration. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 1 JILL VAN BALEN Senior Vice President Of Marketing And Communications Jill Van Balen began her career with National CORE and Hope through Housing in 2001 as the Executive Assistant for the Founder and CEO. Since then, Jill has held several positions within the organization, including Marketing and Fund Development Manager, Manager of Corporate Affairs and Grant Writer. In her current capacity, she is responsible for all corporate and business group branding, marketing and public relations to promote, enhance and grow the brands of National CORE and Hope through Housing. Active in her community, Jill is the Past President of the Board of Directors for the Association of Fundraising Professionals Inland Empire Chapter, she also serves on the Board of Directors for the Purple Hearts and on the Board of Directors' Fundraising Committee for OPARC. She received her Bachelor of Arts Degree in Communications/Marketing from Virginia Polytechnic Institute and State University in Blacksburg, Virginia. ALEXA WASHBURN Senior Vice President Of Planning And Acquisitions Alexa Washburn is Senior Vice President of Planning and Acquisitions for National CORE. As an affordable housing developer and public agency program manager, Alexa has managed, prepared and implemented a variety of community development projects over her 20 year career. Her projects have been recognized with 12 awards from the American Planning Association and Southern California Association of Governments. She applies her creative land planning, design solutions, and in-depth understanding of progressive policy and implementation strategies to effectively enhance the feasibility, livability, and sustainability of National CORE's communities. Alexa is responsible for acquisitions, forward and advanced planning, environmental, entitlements, and community outreach. She also established National CORE's consulting practice, providing consulting services to public and private sector clients. Alexa is an advanced professional in LEED Neighborhood Development (LEED AP NO), and has earned a certificate from UCLA in Affordable Housing Development, bachelor's degrees in urban planning, geography and environmental studies, and a Master's degree in public policy & administration. ADDITIONAL INFORMATION ASHLEY WRIGHT Senior Vice President Of Development In his role as Senior Vice President, Ashley Wright oversees all development activities for the organization. He has more than 25 years of experience in real estate finance and housing development. His knowledge includes entitlement, project management, development and construction of multifamily rental housing, for sale housing and commercial. He is proficient with numerous market -rate and affordable housing financing sources such as low-income housing tax credits, various state and federal programs, tax-exempt bonds, private equity and conventional financing. Ashley graduated from the California State Polytechnic University, Pomona, with a focus in finance, real estate and law. Request for Proposal - RFP NO. 202412 - Property Management Services City of Rosemead 18 ADDITIONAL INFORMATION ORGANIZATIONAL CHART OF LEADERSHIP 1Senior Senior Vice Senior Vice I Senior Vice Vice Senior Vice President President of Senior Vice Chief Financial President of '; I President of Senior Vice President of of Property Management Courtney Richard Hope through Housing Alyssa Cotter President of Operations Donne Bryan Officer Michael Finn Development Finance Ashley Wright Planning & Acquisitions Alexa yyashburn President of Construction Chris Killian j Marketing and Board Liason 0i11 Van Balen I Vice President of Finance & Acquisitions Barry Oglesby Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 19 ADDITIONAL INFORMATION ORGANIZATIONAL CHART OF PROPERTY MANAGEMENT Senior Vice President of Property Management L VP of Maintenance and Capital Improvement Director of Capital 6 RSMs Improvements Director of Director of PMI District ! District Director of Operations Financials Manager Manager Relocation 6 File 6 Regional 6 Regional 3 Roving Managers Managers Relocation Specialists I I I Specialists Area �-1 Area Manager Manager PM Project j PM Project Regional Lease Manager Manager Up Manager Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 20 OPERATION POLICIES NATIONAL COMMUNITY RENAISSANCE'S APPROACH 1. Maintenance: National CORE prioritizes proactive and responsive maintenance to ensure properties are well- maintained and residents' needs are promptly addressed. This includes routine inspections, timely repairs, and a focus on preventive maintenance to minimize future issues. Example: Implementing a predictive maintenance program using data analytics and technology to anticipate equipment failures and address them before they occur, thereby reducing downtime and maintenance costs. 2. Resident Services and Relations: National CORE is dedicated to providing comprehensive resident services to enhance quality of life and foster a sense of community. This may include educational programs, social activities, and access to support services tailored to residents' needs. Additionally, maintaining open communication channels and addressing concerns promptly are vital for positive resident relations. Example: Establishing partnerships with local organizations to offer job training, financial literacy workshops, and wellness programs tailored to residents' interests and needs. 3. Marketing: National CORE employs strategic marketing initiatives to attract and retain residents, emphasizing the unique features and benefits of each property. This may involve targeted advertising campaigns, community outreach efforts, and leveraging digital platforms to reach prospective residents. Example: Launching a digital marketing campaign highlighting the affordability, amenities, and community atmosphere of properties to attract potential tenants from diverse backgrounds. 4. Strategic Planning: National CORE engages in comprehensive strategic planning to set clear goals and objectives for property management, aligning with broader organizational objectives. This involves analyzing market trends, assessing community needs, and identifying opportunities for growth and improvement. Example: Developing a long-term strategic plan for property portfolio expansion, identifying target markets and acquisition opportunities that align with National CORE's mission and vision. 5. Management Review: National CORE conducts regular management reviews to evaluate performance, identify areas for improvement, and ensure alignment with organizational goals. This involves analyzing key performance indicators, soliciting feedback from stakeholders, and implementing strategies to enhance efficiency and effectiveness. Example: Implementing a quarterly performance review process where property managers and team members discuss accomplishments, challenges, and opportunities for growth, fostering a culture of accountability and continuous improvement. ADDITIONAL INFORMATION PROGRAM COMPLIANCE National CORE prioritizes compliance with all applicable housing programs, including LIHTC (Low -Income Housing Tax Credit), HOME Investment Partnerships Program, Section 8, and tax- exempt bond regulations. This involves thorough understanding of program requirements, meticulous record-keeping, and adherence to reporting deadlines. ROUTINE AND PREVENTIVE MAINTENANCE National CORE emphasizes the importance of both routine and preventive maintenance to ensure properties remain in optimal condition. Routine maintenance involves regular inspections and repairs to address day-to-day issues, while preventive maintenance focuses on proactive measures to prevent major breakdowns and extend the lifespan of equipment and facilities. PUBLIC RELATIONS AND CRISIS MANAGEMENT National CORE recognizes the significance of public relations and crisis management in maintaining a positive public image and addressing emergencies effectively. This includes proactive communication with stakeholders, media relations strategies, and preparedness planning to mitigate risks and respond swiftly to crises. ESSENTIAL PROJECT OPERATIONS SUGGESTIONS • Prioritize resident satisfaction and engagement through comprehensive resident services and proactive communication. • Invest in ongoing training and professional development for staff to ensure they have the skills and knowledge needed to excel in their roles. • Foster strong partnerships with local organizations, government agencies, and community stakeholders to leverage resources and support community development initiatives. • Embrace innovation and technology to streamline operations, enhance efficiency, and improve resident experiences. • Maintain strict compliance with regulatory requirements and housing program guidelines to safeguard financial stability and uphold ethical standards. FINANCIAL & ACCOUNTING ACCRUAL ACCOUNTING National Community Renaissance (National CORE) has extensive experience with accrual accounting. We generate accrual accounting statements using industry -standard accounting software such as QuickBooks, Yardi, or similar platforms. These software solutions allow for accurate recording of revenue and expenses when they are incurred, regardless of when cash transactions occur. This method provides a more comprehensive and accurate picture of financial performance over time. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 21 CHART OF ACCOUNTS ADDITIONAL INFORMATION PORTFOLIO EXPERIENCE Our team Is proficient in adapting accounting statements to align Please see following pages. with specific chart of accounts requirements, including those set forth by the City of Rosemead. We have the capability to generate accounting statements using City of Rosemead's chart of accounts or any other customized chart of accounts as necessary to meet the reporting needs of our clients and regulatory authorities. ELECTRONIC POSTING National CORE is equipped to deliver accounting statements and reports electronically. We utilize secure online portals, email communications, and electronic document management systems to efficiently distribute accounting statements and reports to clients, stakeholders, and team members. This ensures timely delivery of financial information while reducing paper waste and administrative burden. BUDGETING PROCEDURES: National CORE implements robust budgeting procedures to ensure effective budget control for each site under management. Our approach involves the following steps: • Comprehensive Analysis: We conduct a thorough analysis of historical financial data, market trends, and property -specific factors to establish realistic budget targets. • Stakeholder Involvement: We collaborate with property owners, investors, and other stakeholders to develop budgets that align with their financial goals and objectives. • Expense Monitoring: We closely monitor expenses throughout the budget period, tracking variances and identifying areas where costs can be contained or reduced. • Performance Reviews: Regular performance reviews are conducted to assess budget adherence and identify opportunities for efficiency improvements. • Continuous Improvement: We continuously evaluate and refine budgeting procedures to maximize efficiencies and contain costs, leveraging technology and industry best practices to optimize financial performance. By implementing these budgeting procedures, National CORE strives to ensure that each site operates within its financial means while delivering high-quality services and maintaining the long- term sustainability of the property. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 22 FURTHERANCE OF NATIOANL CORE'S MISSION MANAGEMENT OF A PROPERTY CATERING TO A CHALLENGING RESIDENT POPULATION National Community Renaissance (National CORE) has successfully managed properties catering to challenging resident populations, including those in need of Permanent Supportive Housing (PSH). Example: National CORE manages a property that provides PSH to individuals experiencing chronic homelessness, mental health issues, and substance abuse disorders. The challenging population presented complex needs requiring a comprehensive approach to management. TECHNIQUES USED 1. Collaborative Partnerships: National CORE partnered with local social service agencies, healthcare providers, and community organizations to provide wraparound services such as case management, counseling, and access to healthcare. 2. On -Site Support Services: The property offered on-site supportive services, including counseling sessions, life skills workshops, and substance abuse treatment programs, tailored to the unique needs of residents. 3. Trauma -Informed Care: National CORE implemented trauma - informed care practices to create a safe and supportive environment for residents, recognizing the impact of past trauma on behavior and well-being. 4. Resident Engagement: The property facilitated resident engagement through regular community meetings, resident councils, and social activities, empowering residents to take ownership of their living environment and fostering a sense of belonging. 5. Staff Training: National CORE provided specialized training to property management staff on managing challenging populations, including conflict resolution, de-escalation techniques, and empathy -driven communication. Through these techniques, National CORE successfully managed the property, improving resident outcomes, enhancing community stability, and promoting self-sufficiency among residents. ADDITIONAL INFORMATION TYPES OF POPULATION SERVED AND MANAGEMENT TECHNIQUES National CORE has served a diverse range of populations, including families, seniors, individuals with disabilities, veterans, and individuals experiencing homelessness. The management techniques employed vary based on the specific needs of each population but may include: Tailored Support Services: Offering on-site support services tailored to the unique needs of each population, such as childcare, transportation assistance, and health and wellness programs. Culturally Competent Care: Providing culturally competent care and services that respect the diversity and backgrounds of residents, including language -specific support and culturally sensitive programming. Accessibility Features: Implementing accessibility features and accommodations to ensure that properties are inclusive and accessible to individuals with disabilities. Community Building: Facilitating community -building activities and events to foster connections among residents, promote social cohesion, and create a sense of belonging. Housing First Approach: Embracing a Housing First approach that prioritizes providing stable housing as a first step toward addressing other needs, such as employment, healthcare, and social integration. By employing these techniques, National CORE effectively manages properties, promotes resident well-being, and contributes to the overall success of communities. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 23 ADDITIONAL INFORMATION LIST OF REFERENCES Charlie Rahilly Executive Vice President and Chief Executive Officer ECS - Episcopal Communities & Services 2212 EI Molino Ave. Altadena, CA 91001 Office: (626) 403-5403 Mobile: (626) 773-6569 crahilly@ecsforseniors.org Cecilia Chang Senior Director - Asset Management Invesco Real Estate 620 Newport Center Drive, Suite 300 Newport Beach, CA 92660 Office: 949-222-6311 Cecilia.Chang@invesco.com John Diskant Senior Vice President ETHOS Real Estate 1230 Rosecrans Ave, Suite #405 Manhattan Beach, CA 90266 Mobile: 310-775-5993 john@ethos-re.com Partners in Developments that National CORE manages Rebecca Clark Chief Executive Officer Linc Housing 3590 Elm Avenue Long Beach, CA 90807 Office: (562) 684-1101 Mobile: (909) 747-2355 rclark@linchousing.org Rishad Mitha Deputy Executive Director City of Rosemead 715 E. Brier Drive. San Bernardino, CA 92408 Office: (909) 890-0644 rmitha@hacsb.com Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 24 SPECIAL PROPERTY NAME TOTAL UNIT MIX AMI PROJECTTYPE NEEDS ROLE ONSITEAMENITIES FINANCINGSOURCES BLOCATN UNITS UNITS Ovmer Community Center MIRAFLORES 201-0etlrmm NewCmstmtion Devebpa Pubkc Flea Space OLHFT Anaheim, CA GeTeralCwNacar 01 Pool and Lomge Ave ain M22 95 352-0 ccm MAIM' Family Property Hangar Pirygauntl a%Lowlnw.e Ten Gale. abdAr k'vn Competion in 2024 123batlrmm 100%Afixdabe SH,porN'a Senecas Co pity Garden Prwidar SANTAANGELINA Remind., CA 1Shtlb 501Lsdhown 3396,50%, New Constuctlon Semior Devebper General CmtraM Senior mmmunry canter HCCAeroWeINPlmlwn HOD NP-H 6 SS 02-Eetraom 00%AM Specht Needs 21 Property Manager OWloormu'ryarde.t.'ahtepame Spend Nada Hod.B piohei Complelm In 2024 Complii Homan. Supportive 5avices Ravine lntlscapOtlssatlng aroaz OCHF Currymo ge 100%ABordable In.,clar Condi Center USDAHLIAS Nee Conebuclm Dev¢bpa PocketPak Lm ARAees, CA i1 SWdp5 Family Gneripar 9a CNumie A6.drbb Hwang Sutiubei Slatb2021 T8 4B 1-0 oom '30%�MAN!' Specht Needs 38 Prop"Manager Rooeop Terrace Faemrt Cmmmlas 4%im Ernpt Bora Completion in M24 Completion 82-0ed. H omeev $upporSve Services ucpn . 100%ABordai Rwitler Owner MiNpurpose room VISTA DELI SIERRA Dmmihper Tot Lot 416Lw Imnw Tm Omdb A Ryaam 4D 1-0adawn M. 50%, NBW Om6trmtlon General Cadacbr Pool CIbdRM1MIAe M2 Statin 2022 BO 202-0edoom BO%AMI Fdmiry 39 RBPery BBC Area Hco xPLH MON Completimb2024 263Hbdodn $penal Neetls a Sema Sim ornia Savivc ActivByLand -Hrvwam AW FN9VMB! Rl✓ - METRO WEW M1-0 oohh N.ConatructionCa-�nM'�, Compuler Lab Tot 5%lp lrwnwimGesb ReIe, CA 55 142-0etroom M,and Famiy 0 SUPPa8ve, Sed. wtplq Ares Swimming GrydPnllo Sblln 2012 113Ntadoan Special Neetls Pool Cmlmunity Room sv eaadme Cwadv Completion b2024 1Mani Unit 60%AM 100%A6ad" Rdvitler Wm GWNPd BBC and Picnic Meas VALLEY SENIOR New Constuclon Derebpam s,TIM1 11_��ea Evmddo, CA IB SMtlios 30%,50%, Senior General CnNector Sanlor Ceder Oubloorinunge Area Cary d Erunddo. County d Sen Biego NR6 e = errrR Si 12betroth flo%AMI Special Needs 25 Property Manager OadoorRareation Mea IHTF,nHP,TuCnin Evunr Cannnon Competlon b 2029 Homelana Suppolw. Services Comb aay.w Pemanntdatn 100%A6wdYrk Pm Vier MOUNTAINMEW New COna0uction Owren Davbper Community Canter wN Like Foind CA 1014atlrmm 30%,40%, Family Gan.ICmtrdcbr P*WPund B%TCAC,Cihdlelo FinaLSNHRMHOACwq SWtIn20nI 71 352Hedroom SYN, 00% Speoial Nai 0 pmopaty Manager OUMoa Lounge Area daage, 6clo-r,a3c ComplNon In 2013 103Hwdmm AM Homeless SuppuBve Bond. 100%ABerd" PmvMer 55wtllos Canner S. 456 WEST 2]1Ledowns 30%,1096, New C¢msluc/on DeniC Community Roan San Redo, CA 81 352-bedrooms 50%AN Famiy 0 General DCmacmr Workforce Hoovers 9%TCAC, HCIOU Statin 2021 Property Manager See,PartingFic Completion M2023 233bedrmm 80%AM 100%ABortlabb Supportive Services Prmitlar hound Fbm Conmerdal LEGACY SQUARE Sema Ana, CA 25%,3096, NowCmskuction Famiy def Devebpw General Cmtrecbx Communly Cinder weal Dani Space Sdrtm M21 83 W2-bed¢om 3B2bedrmm 50%,6096 33 Property Manager Ofte Spore 4% TM, CJHFA SNHP, NFIH, AHSC HCp Completion m 2023 243iNroom AM Homaddd, MlAll Suppativa$ervices PrdlicAt . ' 1 100%ABadeble Provider CATHEDRALPALMS Dprerea Community CarltrlO6he Mn Cemedrolc!In CA 1913WGE M'50% AcyrROhab General CmCacW S%tmmbg PmlandSpa Ginty DI R'—m HOME, City W Catl'einl RM Originaly Acgear 1BBT 211 wl�mwn � Senior 88 Property Manager Central Ui F.4fies FHLB AHP, Pemmwnbmklwn Refmalcetl 811022 163%A6ortlable Supportive Services Prov tl e Ou5lmr Community Meas tyke Rope rty Management 8 Meinenenm 0%1wr NESTOR SENIOR New CantrudM Devebper Conmun0y Cerar .k n VILLAGE 23 Stabs 2596,30% 100%SpeWl nem Gal Cmtracbr 01 pv r4daetiwl Seam WHO, County den oi.go SNP-H. Te. Chen San Diego CA 74 1Manager Unk AM Need. 13 PH.P"Manager taupe Afev Egu6y, CbmeaPhil conspu iem pmt SWmn21 Hmeess Supportive Servimfi emotional Caurkyatl Completion M 2012 RavMa VILLI SERENA PHASE I SanMams, CA IS 1-bedopm 412bedown 3096,40%, N.Cmshctli Fahy Chahar OeMadew Gawre Cmtraaor Commmky Caner Playgaundrtot Lot B%Inww no Ter c.eb emx. agdsa Manus Start In 1021 B5 253-0edoonl M. and;SPerdal Needs 8 Pmp"Mmapw Outrlrorluuya Anne C..N ors mng Cunpktionb2022 1Mnpeh Unit 0096AM ll)Yak6ordable seppathe Beni Provkw Beebe Mw Pmamm CORCRC CROSSINGS SF Home 11 Nix Construceon Devebpa Playground Rhaskle, CA 34 -3HadH m % Single Famiy hued 0 General Cmtrecbr VVaking TmHseHJh Nmr Mrwv and Wredd Slbd S.adLmn SMtin2020 I. Homo detainment Companion in 2012 22_/-bedaome Owarehip BBC Stadons ICOLLETT Dena Commanky Center FAIRVIEW XEIGXTS 511-0etl. Now Camtucbon Devebper OWGmr mating sea county of Lm Angels I ew CA 101 252bdrmm 30%,5096, Mud-Inmms w Gomel Comraeu ON Vpldyan gCDA MAM 25 o ForaeyHomeless Property Mangy Bike parking Amaiw a%TCAs Conpeed Iri Lound Mor rated SPECIAL PROPERTY NAME TOTAL UNIT MIA AMI PROJECT TYPE NEEDS ROLE ONSITE AMENITIES FINANCING SOURCES B LOCATION UNITS UNITS DAYCREEKVII-LAS 131 1-Bedreoln 3096,0.5%, NerwCmstructlon Owner Camrrunky Camer Wanning Lobby Fmwm Rmn ON of Room cummooge Ramiro Cummorga, CA orga, 110 B2-Bsdroan 5096,130% Senior f0 General General Ca�acbr CompMe, Room 9% Lm Inome Hosing Tec Crean _ innig Pn,PadY FHLB AHP Lmn v AM 100%Aftortlabb Services San lana Lmn CanPbledinN21 SUpporme Omuldggr Fkeplaces Rgandar Blka Storage Veteran's Cent liana Chidmn's Play Amer VETERANS PARK 251-0stlrown New Conatruction Co-Davebpar Community Room Li S PcHn 61 _ K,Si Specht Needs SO Roperty Manage, Contemnca Spam VHHP 2020 SWIn D202021 43Sedroan BMb AM Veterans SUpporma Services Counseling Oluam BBQ nixialroaneH.,T«Green 1M4Kk Unk Pmvidar Shtions OuMmr Galhanrg Spaces Ohre, Community Carla Comgker PNSCHHIGred CRESTVIEWTERRACE 261-But m lika, CII Devalow Cerra Laundry F.H. MSCAHDLmn HU02211e1N1 Sal BemariroCA Star! f& iD22-Bedroom 'u%' 50%,813% Fahy 0 Generm Cmtracbr Pool Ciyd Sa Bemmfm Lmn vIng M6 BeQmm AM Abed borne Prop"Manage Tot Loa Cmmol Sin Bmanno. Compbbd in X21 10 1-Bed.. Supportive Services Cmnmunky Gaan HACSB Rovitler Prhmn Bae Stan.GP E9uirymn Dm Fm Owner COmmWlty Calfa CO "W AffvdNk Homing am Smomme Cxarom M VISTA VERDE W 2_BBbOan 30%,45%, Naw Conaliuctlm Developer Center Lmn Ontario, CA GeneralCmtracfa Laundry FaNIM. ciryda,mng taro Lmn w 101 32 343eRaom 50%, 60% Fatuity ProSupi Pmt CornStirtpl4lB Cornpbbtlln 2021 IOM 100%ARordabb Sorge, SUPWBtive Serrims Communky Garden 4%LoNIi—.Hm inaie.creen Prgvitle, Private Bde Sterage parmmf Lmn �-'..: i. • Lager RandeMCurnmlaWy Center VISTAGRANDECOURT OAner Developer Comnuniy Gadan city d G.me croml cm M ' _ - - 11168caaa Ave,ue 801-Bank. �'S%' N.Cmshuctlon Gani a�acbr Outdoor Frei Dem, Hoe's y Gbndab,CA Statin SS 62-Bedrenm 50 Senior 7 Pn,i RoPerry Manager BBQ Arae CAT«aWlnoomon Goon �a. 20111 100%A6artlabb Canputer Room Rpm md.T«cmNFma, j� y CanPWtlM20N AM AN SuppGNve $ervips Fl{tgd Sn Fro®PHP FUMc1Liry NaWiY '`�LMfi Rovider IarNrY FaIIXas Bank) cqd Sen Gepp Fra SCHC FUN - New Conshcbn Omer weaen 1f.w Punmxaon eM Pen.iml SAN YS IDRONLLAGE Developer Community Room L.fic Lorre ,, 517 W.San BNd. SOSWb mM Senmm GeneralCmtraclor ralC Bicycb Slamge Pree HOUSING FIRST- SAI DIEGO Ranml Homan, ,a.. San Dbgo, CA A 51 12Ledmom 309:,15%, 100%ABordabb 12 Pri Manages Comnunky Garden Outdoor V. Completed b 44 mawga'a Intl 50%AM Special Needs- Supportive Servims GaNeri, 6pama FeeeelHmetmn9ert-sm Fuv:'mm AW Mornebss FUoro pnVolar 9%LIHICryIeb Fugo lmvbr7 ENLANTO VILLAGE N 14ahaom Naw Constructim Wei Owner Oevebpe, AcrossibefteattornTrolley Stiffic aStop &4yd06tor'. Am. u. S. Dgemmd d Hwmi"mil Union Dn4ymsn �- 6315 hnpaial Ara Sal to 243eRaan 30X,45%, Transk-Dnented General Contrabr Commundynni Gen Gap Ho,, comm'mam Dbgo, CA 52020 2018 66 1B 36etraom 50%, 80% Family 6 ftp" r Communky Gardens Ga Calc Sen Dime Seniors Homeless EV CM1 &nk of Amwm Compbbtl n 2020 AM Veterans a Send Supportive SwWcea LmMry Facilities Lagra y Facts GT« crealwmem cwnmam 100%Aibrdabb 00do ONdmr Pay PTea GSH x,mmon. Lmn CA HW Preewdmmml then " VISTA DEL PUENTE 61-Badroam New Constrmbon Family Oma Community Center BBQAma CAHCDVHHPLmo Ser Diego Hmdry Cmemssm Lmnam Pmimt Stood Vo. B B 11385omh 40N St6a1 302-Be3mm N%, 40%, SMoal Neada Devebp. Launby Facility Da Oryd Sengo go,CA52 DbSat'm Nt7 163-Bear. 5098096 6, Neierans SIB General Carltra2H Onsite Sodal Sevin. BBVACmr DmmmANrL. Cornpbiatl in Nig AM FiHomeless Proputy Manager Owdoor Pay Arra CLRC PmmmA U. 1133%ARldebb H.9%IIHTLEgwy FeM'Y Hoe Lmn Bank d SF AHP Hme Dyd Pommnm Gent Fn4nTgfls FNHwn9emnmc OAKLRESi HEIGHTS W" Eesmak Dr. Ycrba 91-eedroorn 27254 -BeQoom Sc%,15%, N.Cmatructian Owner Devebper GenwalCaltacO,- QvN PresNwol Cemmunlly Center ClWenk Pamartn. Resmom Jnnm UHlc Eeery-9% cm, .0. UnaI%CACa db 183-Bi 50%, lip% Fmiy 14 Property Manage, Lwndry FacXtias 1111" Hp CHFAA MHSA 417 AM 100%AeaddN Supportive Services onionOnaPdvme PatiosrBakwnies Oultloa GaOwrin95pacea OrI Oomry Hos, Admom Roviar Canty d0lvge Canmunity CelarPrexii MISSION COW II sn Nag Cgnshew Cwmr Devebper CanpMer -ab Cind@w,da 32NC Way 60 322-Bertoom Wo Use Gaxaal Cmtractin I,mlWmM1emBDryers Resitlantial PrrvmegWoa BSYrd Anamp .. .R OmalNde, CA C.Imi 283.8111 Speoal Needs Properly Manager Pabo.Balmny HW Homkp Ca WI_IHTLEPory In 417 100%Aeordabb Si Swvims Fbwss Center FHLBMP Provides OMce,Retell Space THREE OAKS Sora Cbnte, C.4 Strtb N 212-B.&. N%,40`X, N.Cmstructim Fatuity Ovmer Devebpe, aNabr C=rnunity CUgxWU M ANea Cornputer fabJAfler-SchoolPmgran CMkhen's P14 Area LIHTC-9% City RGvmdacD3GFwa Mach Nie B 3Bstroom 50%,80% 100%AMdabb supiServices ods Fel(m CaW aFem Leen Cmlpbbd in 417 AM R incen pvide, SPECIAL PROPERTY NAME TOTAL UNIT M% AMI PROJECT TYPE NEEDS ROLE ONSITEAMENITIES FINANCING SOURCES &LOCATION UNITS UNITS OLIVE MEADOW 121-Bertoom N.Canetuctron Dinner Derobper Cernmuniy Cantal0 eAlN Computer tab.lAMr-Srdsol POgirdern ll Washers& Dryers LIML 9% HUDR.WMasaim D.—.ea Cry NOME Fwds San Bernadino, CA Stith Monnone 62 30 2-Be3oan 203-BeOown 30%, 459E 500%,AN Ferny General Contractor Chltlan's Play Area Fkuay Autlxnh dca.mydsan Bermdm,P9Ve Compbtedn2317 i AM 10096Arseenbb SupporProPeMManagm Ssvices FMma Center Elaabrs in 3-story, Buil alum GumLmc. FRLBAHP Provide PrOvitlO! Wtlb FepJ HUWFHAi]1(dp(4)Lddn Owner Communty Center/Aft-Soleal OAKCRESTTERRACE 15 1-Betraom Developer Program FaotiAas Judl Yonder Linda CA Statin 332-Betroorri 30%,15%, NshCAOn COn General Contractor Cantralbetl Lwrtlry FadM� FMBAHP Juni IS 213Eetroom 50%0% FamFamilyCayd Property Manage TW-Int YateliVe RDA Ing Cernpbbdh2017 ,8 AM 100%AfMtlabb Respective Services Computer Lab Cnbnir CmwPamLma ChLed eW nn SibwtliL Povidsr EMabra in 3-atory Buil OxTrer Co,Devebpa Community C."w"Preechool Computer lab LHTC-9%Mlaa Fawasinvwro) FHLB AHP MISSION COVE] 261-Beltoom NeW Conabuc5on General tanager llWashers& Dryers Cry HOW Ewa B Ground erne ConnerCA Slartin 322-Be3own 3096,15%, Msed-Urs Repeate l Private Outdoor xRriLFTGnm m M16 90 323-Betroom 50%,8096 Space!Neetlr 19 Property Manager Fund Baker, Clow Deniedawon Law CNbad Compbtetl re M17 AM 100%Aflerdabb Suppostave Srvlces Fbwas Cerner �aer"M rude, MNS4 Rovitler GITWerResm15paca FHIJIAHP Vesess P - Community Center,OBxs Area f02A Computer ted UHTc-melfibFeaoealmaM) VALENCIA VISTA dxdn /02detraan New Conatuction DigOwner Developer In-untt WashersB Dryers HUDRrIw Aadeav oamon.t.ta Sal Bematlna, CA Stith 76 223-BWaan 3]%,15%, Fahy General Contractor Property ManaAemantB Mantim. City HGMEFWn 2015 Campbtetlnd118 4 FBetlraorn 50%, 60% AM 100%ABerdebb Property Managar rove series Swienng Pool Hmaq Autivd,d Cadyd Ben Bemeraim. PBva a tan Prw,Ler Fitness Canter pxc xuOrFxA nr(dN4)Loen Elevators in 3-story, Building MAWSPLACE Paea de CA Math 20 10 1-Bedroan Naw Comluobn Special Nwedr 5 Owner General General Contractor Community CentarMa Nea Computer Lab Central Laundry Failtea UHTCwe ove(pai cry dPmewr Haxr9 Fna. avBVe 2015 102Aetroom 30%AM HonrbaslW% Property Manager POPeM ManagementB Maintenance Cmhdtn Mpeln lndmpya FlmS Fag _- '^'��' Cmpbtetl ^2018 yg)adyb LAG PALMASVILLAGE 107-115 Ave. Sena New Conpradi Owner eloper Comnuniy CeMalOMce Ma CamWter Lab UHTC Sn clemmte inclwloiery Furca San CMmnb, CA 928]3 18 191.9ebeom 30%,50%, FaniyArbrbbrce Genual Contractor Cental rural Fedlties HCOUC RoprlY Manage TueemPl mien lcmb.nk) ciabww Stertin 2013 BO%AMI 100%APordaw Supporter Services Property Management BManbnel Sultan ate Loan ComDbbd h 2015 PmvMer THE VIEW Owner Developer Comment, CenesiMe Area To t{d LHTC-9% 8314 �2- aonr New Conshcion Contractor Computer Lab City d ndmv, HDMP.Ausim CAW Downey, CA 90247 Sprint in 59 30%,45%, Fal General Lauddy Faaltee Lw Mala Laud, loauaay Funds 2013 15 3BrdCOn1 50%AMI 100%ABortlabb PrnPary Manaper Prop" OMdoor Community Nene Perri Buri Lm wit JP Mw9m CMa Campbtetln2011 �p�ve Services Pead , Management B Mareedr. Me Area SAN EMI Owner Outdoor Community Neal UHTC SIR 1115 Khgrby St 1& 1-Bed-oan New Conshction D..bper Shave Comment, FSltti swAh HUD811 Modular, CA 91783 1B 30%,46%, Spatld Nandi Property Manager Adjacent National CORE Projects d Mnmdr Ste ln2o13 50%AM i00% Affordable Propwy Misnagemant8 Maintenance ACiry Completed in May M14 .. OUMOSASENIOR VILLAGE New Construction CMnr Oevebper Community Cenler,Ofiw Area Coneft Lab UHTC.9% T.NY.Vrvw Fume _ 5]110 TweMyms Pyne � ]61-BeJaom 3096,10%, Sonia Genera Cmdrier CwNeILwMryrty, Nos caunhordid ewamidwHOW Hwy 12-BeNoom 5096,55% Property yyr� r3utdoor Commudy, Areas ss usDA sector S+9 Penrenlrmn Vuaoa Vern, CA 92884 ANA 100%Afixdabb Supportive ServN.ea Pap"Manngement&Mantenance AHP ".._ Completed in M44 Provitler - Owner Cr ntrabetl Launtlry, Feudal WESTLAKE VILLAGE II 21 1Edoom Developer Tot-Lot 1058418 AUNmn Drire 1B 28etraom 339615% Nw Crnetuctlon General Contracror CMtloken or Cornmeal Ne UHiC-9% Sen Window, CA 82089 51 1B 3Bertmn Sol 0% Property Mane Shoe Community Canter Wih OMdsn Momma Rol CmpbtetlnFebnay 10014Afbrdabb Suppatve Services WeMr PamanrLan 2011 ANN Prwltler, Maapel ryManagenentB Manbna%e Property Owner Community Canter WESTLAKE VILLAGE] 152- odn Nardir, nchn Devebpr Centralized lasrdry Fadltee 405 AUWmn Ochre 182Ae3own 35%, 15%, Famly GeneralContractor CanterSan ul�9% De aFHLB Bon won. ROA Lan m Macos, CA 92068 Aq 18 3-Bebaom 50"d, 50% Mzed-U® property Manager Seeming SwanminA Pool and Spa FHLB AHR Compbted in Nmember AMI 100%ASatlebb SuppaNre Services OMdoor Community Areas pwm.mrtan 2013 Pmvtler property Management 6 Maintenance 0i'... ComrrMnty C ndarA) TAe Nae _ Omer Sending Pool JrFD 4% DESERT MEADOWS New Degradation Oevebprr TOtLat CanhdR—&RDAFuma 41071 Chlon St 25%, 35%,Faidiry GenralCmtractx Computer Lab FHLBAHP lnd1d,CAg2201 B] % RoprlyMane9a Cental" Due, Faciltes Slob d CA HCD MHP Funic CernpbteE in Jamey Mrs 100%A80rdabb Suppadre Sertices Drawn Community Areas Rovtder Property Management& Maintenance SPECIAL PROPERTY NAME TOTAL UNIT MIX AMI PROJECT TYPE NEEDS ROLE ONSITEAMENTIES FINANCINGSOURCES &LOCATION UNITS UNITS � p '46%,%bjLAamCa1ar ALTAVISTA Developer Community CantarlOft Nee Lea mcalm Can lsa l Fade L"I. Cwity COC HOME N.Cmsbuc5on General Caltreclar TW-Lot Lm nnmia carry td Gimd Furtb 5051 E. 3rd St W 41 28etrsom M. 45%, Famiy Prx,SupertyMacnn Central sled N CA xCO ia Los An.bs, CA MM 189-Sabown 50%AM 100%ABadffib Supportive SaNces ecor Comm nity Nes DutertyCommuniyaneas TO s®remcA xcDTDD Cwnpbtatl'n 2012 ROvida ProPertY Nanagement6 Nainbnance uxic-9% P--1 Pak Lm UHTc-e% D.mef CLC xo1FADAImI ENCANTOCOURT New Construakn Developer Co mmuniy CanbrlOfice Area coc c�xedv4otmn 105th S1 R 8eJoom 581 5Y°' Ssnii Manage CerNa@nd tauntlry FaciPoes bMIaMffiu tion Los AmJeMs, CA 8004 0 828tloin 50%AAY Infill wPropeuy Sllppla4V859YICas Seedy Gales and FendnA XACDIA IrARtrrLm Compbtetlh2y12 iW%ABatlffib Property ManagementB M�bnarce FHU3AHP RovMv Panna-1 Loan D,aNW%Equry - Umar CammuaAy CenMIOMce Praa SIGNATURE AT Davelopa Centralized Laundry Faulty —aptBwge JHTC-4% FAIRFIELD AoyRehab General Conitrasmr OYNoer CommurAly Naas CdHFA ANSA 1188 TaborAw. 935M 3]96 90% Fanily 10 Property Manager Tot-Lot Seeot CAHCMEFM FahBeM,CA94533 60% 100%ABardffile Supporbas Services Swimming Pool City al Fennel ROA Funds Campbtatl k M12 AMI Rovdar Leaning Center P°mo'°'lLmn Property NanagementB Makbnavx Dnehpa Eglah Communiy CenterlCMce ksa adh a JUNIPER SENIOR Caner Service Kikhen LIHTC-9% VILLAGE W, New Cgnshuctlgn Dmabper Centralized taunby Fadifiee Cil, d Eaaondido RONHOME Loan i Giant E1 E. aWashhgbn Avenue EacenCda CA 82025 61 �� Ranier f00%ABodffib Ropey Mnagar SupPaBve Ravius SuWwrCPeal mmdnd Spa OW1oor Community /yeas HCDlna Lessudae Pxmemnr Loan Compbbtlin2011 Provider R.My Maeg,emitBMoineenerca DnNmaEquih Daner Cornm.ly Cenlerl0Mce Area VISTA DEL CIELO Devebpi Cahming Laundry Fadltin UMC-s% f0318Mib Avenue 118etlrsorn 30%,%AMW, New Canatructlm General caterector Summing Pool cavM Nsan.memino nouE loan Mmlklak CA 2011 W F.Hy Rea Outdoor Canmunay Neaz ahor MmidarxDA Lmn 538eb.m 1W%ABadffib SupperMe Services Services Parra—lPero Loan Compbbtl k2011 Provider ROPartY ManagementB Meinlenence .,Nma Equity RIVER CA1300 N Caneiuofan Banter OevebwLIHTC-9% GensasiYON eLkf Community CamerlUFce ansa Canstreaked Laundry FaciMes Ciryd Calkedn'city RpAlmn 3Cnagwer cases CatlutlmlCHy, CA 822% W 4124aboan 1038e800m tmF Man p � Sai amkg Peal CUMwr Communiy Areas Infill G. P.. Leen AM 1W%ARatlffib Supportive $ervices DnamaEaueT cqunrym CompbWbApr1120f0 ROVider Properly ManagememB Maintenance RNwii Ham Furls Community CilerlONce Arae uiba MISSIONVILIAGE Owner Sav'IceKikh. I, asmW Songs SENIOR1- Naw Conatruet. Devebper Cenitraned LaJMry Fatalities UH a 8889 Healon BNtl. 110 W SaniopertyMaaga es R SwimmkA Pool antl Spa Day NRivaleim Hon Loan r RNisMe, CAB2508 112Betroom 50%AM 100%ABertlale Suppardve Services O oor Communhy Areas FHLB AHP Pomemm Lmn - ...,ay. Comp'atel MID RovitliUNTO Rosary MaagemsntB MffiIbnsllce Dwdmn Egdy ffff SAN MARINO IWS5MMAwmw 8418edsom New Conzu n Ranier Owwr ch,aabpHUDHUDpa Community CemalOMce AreS OW., Commudly Naas HUD202% Mbmpead 81TW M 12-Betlrsom 5096NSI Pf*d 3Phaceordabl PmpMer Property Manager Ceri*Gaes Fencing C0ydMarelelRDAL— HIN lbmtlalr RpA limn THIS FWBnxP Csmpbbtl 2010 100%ABortlffib PRAkler Sevbee Rovker and Prep"Gabsaldst&M, Paopedy ManagemeMdManbnance Pnn,xx Oevdapa Eq, Equity Omer TRESLOMAS Dewbper Community Canted Area UHTC-4% SON, 40%, A gReheb Genial Contracbr ON oor Community Areas HCDMfPLmn 4343 Tolntl Way 1518a800m 5DY.MI RopMyMnaga Central¢(3 and Frtaing IAx0 Lce Argebs, CA 90D41 12-Bemoom yg� 1W%Senio 1W%AMtlffib SuppaBve Swvicea tee Seadry Gales and Fenurp Pwvispam Com bred 2010 Pmvitler Passey ManagementB Mafibnmce al Dwdmm Egdb VISTACASCAOE 1432N.WIcHv Avenue N28ed'oom AoyRehab Dairen` General Cmtracbr CammunRy CenlalCMceNw Centra izetl Laundry FariMee Cwpi Lab HOD MIVrmi Rte%a, CA 1338etrmm 50%AM Femiy Pmpary Manapi Rinass Center AHP Pamvmllnn Canpmetlkmil) 100%ARatlffiN eSrvims CUMoor Community Area Davakpas Eaity Pmpiy Managemerd8 MMrM.rce Commniy Cenffiw➢II Service O VE RANCHERDE EAST RANCH C%1mr KNIA. Ta Use, Banda EXPANSION W7 a. Awn. 40 1038etlreom 3596,4596, NewCmehcbn Fa My DBV0bW IGarwa C.tracBx Property MVW Centrzlzel taurMy FadNee SeoNry Gabs antl Faking Totbat LIMC a% County or sen Pwnamim xOME Lan pihnoimllaanof Resena ummmlpa ROA Lmn Rancho Cucarliga, CA 80%AM IMAlbrdffib Supportive Saracen OtAtleor Commusity Areas Cgmpbbdk 2008 Rnmicar Ropey Maa,;emMtand Daalma Equlry Maintenance ,r !i Omar Cinmuntry CenbrKNIce Nee UHTC-e% SUMMERTERRACE Developer Ouldaor Comme* Areas CIryd Nam eRDALen Suede 30%•19%. Nora Constrwlon Gmerel CalNacbr CanPAar lab .ear Polmeere naME Lwn Am Paan GA AVan.Pl W 50%,8096 Senor Passey M;vW Contral¢etl Laundry Fadites aryaPoMdea Fmwao H16µp in SOD Csmpbbtl in 20W AM iW%AlhrdeMe 3upporSva Servbes SesurM Gates and Fans, P.. Leal RovMer Property Management B Ma stanalce CMopr Equrcy SPECIAL PROPERTY NAME TOTAL UNIT MIX AMI PROJECT TYPE NEEDS ROLE ONSITEAMENITIES FINANCING SOURCES b LOCATION UNITS UNITS Co nmuniy Canis-10Mce Nea New Consorution CarlJi-4 Centratizetl Lsurdry Final tBand VIH-LAGGIO ON ROUTE 66 104 2-Betrpom Finally Devabper gPool lox fOl C.oI BNd. RanMO Cuc.naga,CA 1W 822AeJaan 3696,95%, N4etl MakN Rb RapMyMmaper Tot Lot Tat Lot Cear MO all MO Cibd Rerde Cumnrm RDq Lam ComDbtetl in 2009 B096AM SABortlffib Suppaem Savwds Da ptAl mr Commudy Neas Pmvmttmn Fm Rival"Managem" a Maintain. DmeKea E9aily Owner VILLA PLUMOSA AmReAffi Dembpe Central Laundry Fainters LIWC.9% 4672 Ptrmom Or 76 522-Betroan 30%,0.5%, Famiy General C.bacbr Oadmal Commundy Areas C1, d Yaps Web ROA Loin Yorba Linda, CA 92686 243 oom 50%,60% Property Mandl 1"awt Loin Completed in 21108 AMP 100%AM1drdmb &"oo m Services Property Managemanta Mamanarim Derdopa Eaua Pro Idar Dani CAPE COD VILLAS AcgRehab Deanbper Mry FedNee C.ador Taxx tSawa 17fOMamon Sorest % 36143edoan 3096,5096, Seller Genial Contra# OWmr Canmtxvly firms Cc uHaC-4% Oceansbe,C082059 60%AW Prm Ckof m Ron Lren Canal in 2008 100%ABordffiM Supptttive Servos Praitlr RopartyMmapementB Mainbnanm T.£ "t Band Chane Conaidly Center/OIBm Area 11HTC 4% CITRUSGROVEAT ADyRMffi DeVelper DeniaLal FriMee lbetl HCD MHPIMHP NEW RIALTO 1002Bedcam 30%,1096, FFinallyGanwalCamxb Compubr lab UHFA HELP ron I 1432 W9IbW Avnue 152 523Bm1room 2Pham Prolal Prop"Managl Foams Cal � B rrc fid. HOW Imn Rab, CA 82376 AMI 10096 Afladebb Supportiveevims S OMdom Cardinal Area CII,NROO RDALmn PHLBAHP ComPbbtlb2TC6 Fidai property Management861inbnar%e P wwtBma Lren Dmdopm Easy Day Care Can a r wiN a Sarvice Owl Knoll T.�nsdrd ' a LAMISIONALLAGE 31-Batrcam Naw Canetru9an Gamapm Carmeciel Loam Area ul 4% 3220 Mdon Avenue 46249edran o%,80%Fal 40 Property Manage To Lot HCD MW Icai . - Omanside, CA 92059 31 sa drown AMI Sppatne Services Deal Lantlry Fadltiee RDA. cwrmdawrtL Compial b 2006 Im ABadffib Prmitler am oar Community Areas Avery Mmgemad 81ANrM anm Communiy CanianOBce Area New C.1-a n Centralized Laundry Faisties VISTA DUNES 14 fAeJoom Famiy Dam, Slamming Pool uHTca% _ 44-950 C So 30 35D%AM1, Property Manager Spar., Poala Dinm RDn Iron 9=fare La Call 91201 madraom 2838edoom SO%AMI Sronnm ver Servlme FamamtLon in Completed n2008 Rama. Providr ONtloor Community Naas Con 10D%A 10096 Aflatlffib proDertY Managemem a Mainbn»m WHISPERING PALMS New Conshuctim Oaner Davebper Cope Contrada Canmunily Cant./01TIre Arae%91ha SaV'I:e Kitchen Ceram¢ ac!Ga Laundry Tm Eimgt Baw LIHTC-4% HCD Stele HOME Lren 38250 Ninon Stmt IT' S0%AM Senior AOP.ry Manage encibea Semrdy Ga.s and Fencing City d PMmdk ROA Loan Palmdale, CA 93550 FHLBAHP t- Completed le 2008 100%Affordable Supportive Services OUItlor Community Arms Paivaiait Bait Leen Provitlr Prop"Nawnagemmatb Mambnanm DmdgsERay - Canmunity CeIN.IDIrIce Nee Omrer Canal Laundry FaiMes T.LIM�Saaa NORTHGATE VILLAGE 421-Bedral Acq RshaE Davebpr SalPool 17251 Dai StiaN 140 73 24iatroom s096, 80% Fall 12 General Camaclor Tut Lnt HCDMro YIDWib, CA 92382 AM PrePM1y Mmaga c dvicmrvan RDA Loin Compbbtlb2007 253 oorn 100%ARodabb Supportive Services Outdoor Community Neas Provide Ptopery Management B Mounbnande Dadapa ERulq Community Canbr/OFm Nea "S a SwVoe KitMn T.BayA eond PARK VIEW TERRACE New Corutruction Owner Cantralized Landry fadlti4a LIHTC-4% HACq NOME Lan 6728 Clra Street 85 fAadroaa,alodw SerYor Oe4ebpr FilRa Citta LACD00d Lean tlms, 20090201 72 72-Beboan 50%AM INA PropMy Manager POnd Gryd Wpaaymen CompleBell Canpbbtlin 2007 tOV%AtlatlabN O&..cn Oab00l Pdmard is Nea Central Courtyatl Gab BOL Oermn CDC Lmn FHLBAHP Property Management& Mdnbnatm Dwekpw Eaud/ Clal, Coninal Cerml0lhe Nea aft a Davabpa SaMda KItra. UHTC SAN ANTONIO VISTA 502-Eedroom 30%0.5%, Naw COnsbucton General Comoracbr CentrdEal Laundry Fadllbs Cengd3m gwla6n HOLEIm 10410Aadem Avenue SBetraan �96N Fail Property Manager Omtlmr CommunityNea RDA I co,d LbamruI Abmcbir,CA917E3 AN 3Ph. Pryrl co-wPladroSrvrcm Tani PainamlP ALm Completed in 2007 10056ABrdable Swbnmhg Pool M'tlap. ERatr Proiaar Aoperly Management 8 Mdlntandam O%nr Service Nihhen cmaidpar Centralized Laundry FaoNas TmErmpt Baid SUNSET HEIGHTS 80 243e3mm AoyRehab Cenral Cantracal Leaning Center UHTC.4% 6230Hamn Avenue 117 51 343eJaam 35%AMI Fanly Rapery Manager Compmar tab C. FAPam ABmd n Aftal-anC.Ripa W%AMI 100%Allvrtlffib Suppufhe Sarni Dal PatarplCnlc Nea cew:q Peim�B9ada cry m RerchDcuremw5e Rw L[m In Compbbd b 21107 Rwitler Tmid � Aopay ManagameM b IAain.nanm SPECML PROPERTY NAME TOTAL UNIT MIK AMI PROJECT TYPE NEEDS ROLE ONSITEAMENITIES FINANCING SOURCES B LOCATION UNITS UNITS Community CenhsrO Area Omar Cenhabed Laundry Facifties INDIAN WELLS VILLAS A lRMsb D Low Clubhouse ]/-800 Valby Cents Dr'wa 5004 M. Property Manager Fiiness Cenbr Cy Pllodan Wills R0ALmn WI.WBb,CA82210 120%AM Supportive Servbres Swbnmhg PoolBSpe Cample*lin 0110 1W%ARmdebb F1ormear OeAd. Comment, Area Ropily Management8Mainbna w Owner Service Kiohen MELROSEVILLAS 12 1-Be0oom N.Conatructicn Dwebpa Centrabetl laundry Faciltiea Tu6empt Bonder 1520 Aldose Detre 83 2Eedoom 35%. BD% Family General Contractor Leeming Cmdr JHC-4% Can Mace s, CA 920118 114 �ABetroom AM rew100%mxy Property Manager Computerlab MHP GuAidar Services OUMom PatiuPmk/vea DHCD e,m.Lmn oT'siwsr Eoab Compbled in 2008 100%ABardabb Rwitler TM -W Property MatagWrant 8 Minbnaroa Cmmmunly CmtalOFae Ares xitis TALMADGE SENIOR Caner Service Kkhen New Conduction Dwebpa Cembel¢etl Laurory FadNes LIKC 9% VILLAGE 051 -Bedroom 30%,45%, Sema Rmperty Manager UMergmuntl Perking DVdsen D,*,RCANOFALmn 52520C gon 91 32bWman PmnmantBun L. 92115tl Can Diego, 02115 50%AM Ing] ComOMwrr Owdppm Epery in Compbbd in 2000 100%Albrtlabb Sernme Py.ico-supporltI Services Rwiber Com OutdoorMm,mePress Property Msagemant 8 Mahone nce Community Cental0lfee Area WN a Owner Sarvim (flI VISTATERRKUk 12 I�Bsdoan New Conshxlon Developer Centralized Laundry FalBdes Ta, m,Sem P35 Solas 71 2-5am m 35%, 60% Fainly Ropedy Manager Leeming Center DMC 4% Can Diego, CA 82129123 10 38ahomn AM 1.1humnary Supportive Sevicea Svmnmm, Pool and Spa O%6. E'S Compbod in 2008 10119hABmdabb Rwide Outdoor Community Areas Pmparty Management 8 Mairtbmance cc, . Community CenbrlOfice Area FOUNTAINS AT SIERRA Nes CaraFetion co-Devebpm Demand Laundry FauMes UNTO-B 16946Ceres Avama 75 I�Bedeom 3D%,4%, Segm Property Manager Simming Pooand Spa CydFcnan RMLmn Fontana, CA 92335 1828edvom 50% AM 3Ph. Project Supportive Savicee FMees Room FMB AHP Ccrt'le tlh2005 1g0%ABmtlabb Provider Outdoor Community /real CCRC Pmrenml Lm Propwry Menegemad8W Inemaiw GARDENS AT SIERRA New Corabctiom Co-Oeew C.Dewbper COmmuniy CenMr)O Area Cerba ¢etl laundry FatlWes Skimming Pool ark Spa TmB-4%eine. 16838Ceres Avenue Fontana, CA 92335 93 7518enoom 1028erYaom IIIM Sam.Propay 3PM1aa P,gaA Manager Supportive Savicea Fitness Roan Cyd FwNe RM iron RIia AHP Ccmpbtetl in 2005 101196ABmdable Rovi,er Outdoor Communllykeas CCRC Pmrmwe Lpa Prop" Management 8 Mir ma ce Gene Cornmunk Cen1el015ce Ares HAWTHORNETERRACE A b Developer Cmnabed laundry Fabee + . 13006 Kan Avenue 1-Bamom X, Fmiy rnity General Contractor To1Lat CCRCF. .1-mr HaMhane,CA 90250 CA 100 W 38 2Aetroom 60511. 80X, BO% ImNtsimay Property Manager Leaning Center OnahPm Equity Completed in 2005 2d 3-Bert°°r" AM 100e4Afford" Cupportve Services OUMoorCwnmuniy Areas Provitler Property Managment8 WlainNnance Owner Cmrapaecl Iamdry F.Hee AcyRehab Devebper Leming Cenbr Tu6mPr Bones MISSION POINTE 92denroom Fantly Geneal Crani C.PNa lab UNTC-4% 27M Topaz Drive 203-BalYoom 1091, 55% el glbglpod Ropey Manager Outdoor Commurily Area HCD MHP Rwmile,CA92W] Completed 2005 AM Rsvibtraba, Supportive Services Skimming Pool pmnercnttmn peralmen Eeuy 10096 ARm Al,w Pmvkler To at Pmpaty Management8ltinbnace CLARK MANOR 13032 Clerk Avenue At 13 1-Beom rto 202-Bed-omm 35%,50%, 80 AaryRehab Fmiy Owe Dwebpa GeneralCmtracbr lantlry Faulty Uryd Cua*a/HOME Lmn Duem,,CAW242 5 3Bmroorn A AM MN 100%AtLcrtlebb ROPery Manager PropertyMalagementBMainonarm Washi,WnMunwl Communal m 2004 Supportive Services Rnvitla Community CmerlOMce Area Orme, C flkred Landry Feciftiaa MOUNTAIN VIEW VIIlAS NawCmeWuctlpn Developer Swimming Pool ad Spa -00 780 Belly Baker Wry 120 80 50%,%, Semmr Property Manager FNase Carder crydlwim WNISRUALmn Indian WBb,CA92210 120%AM 100%ABadeble supportive Seances Compubr Lab CompMwin 04 Rovder Outdoor Community Areas Property Managerent8 Mainienace MULBERRY VILIAS 312 mm 35%,50%, A4gRehab Orme Devebpe GeneralCmtraobx Community Ce teff d Area Camebetl laundry Faciftias MIMI, CA 110Drive CA 92004 51 -Bo 202-Bedrmn 8096®3% Family R°Ferry Manager O� Communitykeas WMMgbn Mutual Pmawt Loam Cmpbietl h 2004 Compat AM 100%ARordabb Supporb✓e Sefices Property MaragementBMZlmanamce Resider SIPECIAL PROPERTYNAME TOTAL UNIT MIX AMI PROJECT TYPE NEE0.R ROILS ONSITE AMENITIES FINANCING SOURCES &LOCATION UNITS UNITS LITTLE LANE VILLAGE Owner Devebper Community Cenhe/OMce Area wMa Servlw KMhan Tnianwt9 UHTL-4% 10802 Fulton Welt Avenue I-Bedr. 50%9U% New Cosfucfon Property Meager Cetr Laundry Fookes tACDC HOME n Sano Fa Sprmgs,CA to 242-Bedroom Serlt Mr Com plaer maty xtyL ciMalMutryLan BOBTO AM 100%ABadffih Spp�e SaYon Area city err Same Fe Sawa CDC Lon r COmpbtetl k2003 PrDviax PUonnyCommunity Property ManagementB Meintenaw pxmamntLun T.ZnnPm Barb Owner Community Cxdal Area LIHTC 4% OAKS ON FLORENCE 55 t-sperom New ConOn.d. Oa." C.PtC4ad Lwnby Fadks Cl" lndu Lan l 4n4Fbmm Avenue Semior Property Menegx Computer Lab Bal lnmr n SW, CA 90201 S3 B2-Eel. 5D%AM rIfill C.Atpportis OMdwr CommuMy Meas IACCC HOME tom Campbbtl In 2003 100%Aftdabb SarviaesPrwitlx PWem, Management a Mnnnnn FHLDowe,,vE Me O Comunity CentalCitiw Mea m 7.w tends One Centralized Centralized Laundry Faclibas THTC -4% SHADOW HILL A�IRffiab GenxalCwtract OWPOr CommunityMes HCD MHP 82 382-BBtlroan 20%,30%, Famlry Property Manager HELP Santee, 9207Aveax Santee, CA 92071 % 3 Badoom 80%M1 100%AflMtlabk SIIppONVe SerViLES Swimmhg Pool SwICC (beMaSn Oki HOkff/HWwP Compbtetlb2003 Leaning Center Beae CDC Lan providerprop" Management a Mainkrerbe DmamwEQaV Owner Coaaunky CwtrlOfice Area SPRING VALLEY 16 y Oewbper Centralbatl laundry Fxifty Tx£ve HBane Av4Rtehab General COrbacbr OUMoor Community Meas UMC -4% SS&B Ovilk Street W 271-Bed 27 1-Bndroom 50%, 8016 Family0%SuPwh Manager TO-Lot Cenw Uedo HDkl=mocwntm� Spring Valby,CA919/7 162-Batlroan AM 100%ARadffik Sigpare SaNces HcHm BwkningConla rtl Lnn Compbtetl in 2003 Provitler Leaning Cerder De,0. Dwaaww [Gary Prmperry Management& Maintenance COmmunRy Canter/Office Area t'p VILLAGE AT SIERRA New Condudn Co-owner Co-Devebper Cent.Load Launtl Facilities ry % 88895tre Aveme tO12-Bedoom /S%, 50%, Senior Pmpxry Manager Swimming Pool and Spa ClOI`oLitffC RM Loan Forltana,CA823% 108 12-Bedocrri SPAM 3PAee Project Supportive Sevier Fibers Roan Outtlwr Comm.* Mex FHLB AHP FHLB colic PenemdLw Ccnn,nd h 2003 100%Affordabk Provider Property Msagemerd 8 Ntinknsa Owner CMnmunk Center) Arm. HERITAGE POINTE Devebper SeGroe Nibhen Tm£wpt Burda 8590 Malven Avenue New Construction General Centraoor Cen4slixed Laura y Fadkes LIHTC.a% Rancho Cucamaga, CA 49 41-BeBaan 'u%' Senior ROp.ay Manager CampMer Lab MHRenieMwcvamanp ROALm 817M 100%Af Odffile Supportive Services Ou910or CommunityMeas Pemewnt Loan MAMul Compienw. 03 Provider Property Meme,sa dB Mwevenanw Centralbed LaundryFaoke IMPRESSIONS AT Ownr SMmming Pool end Site LLIt Bw 9% VALLEY CENTER 8a 2�Bedoom NewCmetuctlon Computer Lab Guilty HOME Lwn 15500 N8tltewn Odve 100 3234kdwm 45%'50% Family Property Manager Leaning Cenkr city&Vwwnale RDAL ViclAM 82302 10V%ABatlffiN Supportive Sernws TOHot Pxmemnl Lon Devaipm EGulb Complelte,CA COmpteted'm 2003 Pmvtlx Omddoor Commun4y Ares Property Menagenmerd8 Mantenava Owner Tuan& Banda OOBBLESTONEVILLAGE 20943096, AOjRBhab Oeveml ON Cmntin undry Faditm. LHTp-4% HCD MHP 360 E. WaeNrlgtrm Av4wx u 4488tloom 80%AM Fah GeneralCmtraclOr Qwr Community Mee nd Ciry m Pmol BDA L®n 'T r EeorD itlo, CA 92025 AIF3 Betlravns RWerly Manager PrapertyMenapement&Meirltenance FHLB AHP CompnAin2002 A ebb SuPpative Service CCRC Rennaom trod P nde DwNagrEquiry PARKSIDE Owner Developer Community CentlOfica Nan Gntral¢etl Laundryfaoke TufranNBva. 4035 Pak Heed Coal NO 52Beck. 5096,80% AwrRehffi General Contract Leaning Center UHTC.4% Complain, CA 92113 Q 302-Bedpan AM Fatuity R,Rpor Manager TO Loi ser Mew wuarg conm:am Fum 53-Bndrocm 10096 ARatlffib OMdwr Community Areas P'"'a,e'r Leen Complain! b2002 PICH6,ve services Rovitlm properlyManagement&Maintenance Dwakww FNae u,k CenNe/Olfics Ms PASEO DEL ORO New Construction co-Owner Laundry Fes Centratimd aciliti LIHTC e% 432WaMMsslonRoel, 241 43atrocm FanilY Developer Leanhg Center county of sen peen HokbrDPwArmr Sul6e IN IN 592Zmlrom 30%,45%, WedU.Property Manager Swimming Pool clryasm MomBW teen San Moves, CA02DW 37 38edwm 5G%AM Sma In CamNh Supportive Servies ONdwr CommuNty Meas FHLB FHLB PHP Campbtetl h 2(102 Wind Markel-Rwle PY Property ManagameM 8 Maintenanw Lan BMarEffila Owner Community CxHerl0lfiw Area SUMMERIDGE 32 EMderey One". Centra@ed Laundry Fadfty AwlRehab Gweral Contracbr Ou&or CommuMy Areas CwHFA HELP 818 E ANeratlo Street 9fi 48 1-Bedpan 50%, 80%, F.Il Property Msager TO-Lot Cw dn,DWHQMEFUM Faltwk,CP920R 182Bedwam SO%AM 100%ANCDNk Su odvs Sarvine Swmming Pel and Epa PwmeolltLon _ Canpktedh2002 ProvMx Leaning Center e Prop" Manegement & Mainknance Owiwr Cannunily C.Dtw/ lw Mea S &mintyA Pool LCi, y, CORONA OE ORO A.WRehab General Content Tot-W N Cu. HOME Lun L 880WMASxvnd SbeH 22 3-Betlroom 45%,5096 Family Property Mane Leaning Center pryotCaalw RDALaen Canna, CA 02882 AM Central Laundry Facilities FHA AHP Completetl M 2001 100%AffadffiM Twp Sewces ODIdoOr COmmun9y Meas P'"e"a't Bern Leen Property Management& Maintenance SPECIAL. SPECIAL PROPERTY RW TOTAL MIX AMI PROJECT TYPE NEEDS ROLE ONSRE AMENITIES FINANCING SOURCES BLO UNITS Lars Cannun6y CanterlO Area Owner lbetl Larndry F.Hes SIERRA VISTA DeveloCoi Pa CuhborCanmualYA+oars ru£'emPl Bona 022Ins Vabdb. 95 2-eetrmn 50% 60% AC Rsnab General Cerbecnr Toll GfnC-4% Boulaard 192 N8 BaboonAW Fantly Property Manager cant, of San Diego HOMMH"A Loan San Marcos, CA 82089 100%A6ortlffib Bupprare Services SwmntPg Pool and Spa City of San Meme RDA Lan CanpbNtl v12J01 provider Canby Permanax Lmn Property Mnegament a A4lnbnance Community CBnbr101fae Area Owner Saimming Pool UHrc-ax CROSSINGS New Coratuc9on Developer Toll Cant'dSm Baivba HaME FrM 17W.Soolh Street 1W 4S 2Beboom 45%, Farm ly Property Maaagr Cwnpuler Lab POAHP RiaXo,CA923]8 523Betroon W%AIA Suppative Services Central Laundry Faoill Parmwant Sam Loan Cornpleda lW f00%Mvdabb Pruvilar Outdoor Community Areas Property MPnagement&Wril nonce Oat'er Community Cedar/Office Area Canal Laundry FadMas --.. - VISTADELSOL 761Aebaonl A..yRehab Oaaadpar General Cmtrabx SY4mm�gPml Tax re lBmm 15450 132 482-Bad'aam 50%, BO% Family �Y�ea Totda UHTC Natrona CR y, 2(1091950 City,C AM Lernin9 Center Cft,dNx Ciryot Heawul cirycoc Lean Compbbd n 2lMq 838ab'oom 700%ARortlabb Supportive 3arvices Outdoor ly fvees PeraimrBeialmi Property ManpManagamrd 8 MarnMarce e Canmunily CantrlONlm Area ARBOR Tb%AMI AcgRehab Genrball ConContractorSaan�g Pool cirydyam lice RDAI� inDiva, 4681 Plumose. Diive fi] 2850%AMd 40%,50%, Property Mraper Toll FHLBAHP Yorba Llnda,CA92B38 f,A AIA Central Launtlry Faoities Pamaant Berk Lan _ CompbbL in 1989 34 60%AMl 10OZ 00%ASordabb &¢Prices PRdar Outdoor Community Areas Ropily Management & Main er arwe Oanr Communhy Center/Ofioo Area WIN CORONA DEL REY Developer TOFLot orad NRxi HOWL 11480 StrAN 5MAW Aarnily b General Carbada Central Laundry Facilib.a n OadC ROaff Lan Cama,CA 82802 1fi0 180 2-Bebaom �96AMI Family Manage Ouboor Community Areaz GIMAH!, ¢ROA Lan _ 2(anpbbd n i9a9 f00%ABordffib Sup �F�eServices Paperty ManagementBManten—Paniaan MISµP Bab Lan Gamer Canmunily CanterlOMce Area PROMENADE Acq/Rehab D.bpr Ceritralixel Laundry Facilities TasaryLaana 1333W'Grvey Aa. 28 SEadb 40%,50%, Family General Cahubr Swimming Pool and Spa uNTC 4% Nab 124 Prop"Managr TNLot CkofWwca'm RDALcan WestCmina,CA91T90 B81-Betraan MANI Hotel Conversion Supporfivo Srmas Outdoor Community Areas FHLBAHP Compbbtl n 1999 Provider Provider property Management B Mainanance Paaaaad Lan SUMMERWOOD 3827211th SPael East 1914iodr. AolyRamb IJanar Daaebpar Genaral Cmtracbr Community Centeno Ara. Centrabed Launtlry Faddy c odPoaraaloRDAI.w Pandab, CA 93550 51 37243eboorn AW Farnily Property Manager OMdoor Communhy10reaz Tot-Lot FHLBAHP wanmgnn Muwai Paitrml len CanpbMtln Im 13Atlroom 10096Ailordabb Supportive Services P rider Property Management B Marl Domer O .Io r Canmunby Canir101fou Ansa villa ServiceKirshen Tavbempl Bade VILLA SERENA 35%,45%, Acm,ly b Contractor Cantraizatl laurby Fadllbs LIHTc 4% VS.340Mr.Sl IM 0218,xroorn BB 2Beboom 5096,60% Famiry PropSea Prop"Manager 8wimm'ng Pool Coon" San Dago HOME Lan San Mime CA 92069 23EakWln AN1N%A(fOrdabe BI@FaEr95rNCe5 Tot Lot ClyolSmnNameRDAI.omn FHS FHLBAHP Compbbtl n 1888 Rovitler OIIIdLOr Commurvry4r& Loan M Rlprry Management BMtirlMnce BRAVO MOBILE HOME Owner Devebpr Community CenlerlORae Area Swimming Pool Podby 50%, SO%, $10 GenaralCmtrtt Tat-Lot MDileltome Pond Rernuo Boma Romal 1 Proal 40410 156 12096AM1 eWehall S....r Property Manager CentrallaurdryFacifties Co iofRxavde EDALoen ,C ortlabb Sol 5nvicaa D.MaorCanmunlly Aurae Coal n 1998 Provitler PrOPe*ty Management& Mmntanance 'r Orman C..k Cemer/m. Ara. CentrallaOrdry Faaildea LA GUINTA Oavebpr Sainming Pool and Spa 38301 lithStr 16 1-Bedroom 5096 AayRahab General Cemtracbr Tot Lot Cllyof FdmdWRDAl.oan Palmdale, CA 99M 3550 103 842-Bahoan AM100%ABordabb Family Property Manager Suakdar Serrims LearnOdid.r Center FHLB ANP wawNla MuaalPmmwwA tan Compbmd'm 1887 �,� Outdoor Community Prea Fogerty Management 8lgnbnrxe 38R 11STA 3B1U411tlt Street East 211-Beboom W%,50% AoyRahab aaid Deaelope' GerwalCmtrrtdr T&Lont dLaundry Fadities Ta LM ciryd PartdNe RDA Lan Fa% Odtloor Communaerd a wee'�mn Pabdab,CA 93550 232-Beboom AM 10096 Alladabb Properly Manager PrWarty' Mana9emen18 M1tinbnmm maoM Pamaanl Loan Compbbtl In 1987 Supportive Send. Rovitlar SPECIAL MMERTY NAME TOTAL UNR MIX AMI PRO.IELTTYPE NEEDS ROLE ON&REAMENITIES FINANCING SOURCES B LOCATION UNITS UNITS Owner CommmAy CerddrO Arm D..p,W Swimming Pool COLONY AoyRehab Cwtram Compubr lab 221 N.General Street % 2D1-Sedown IDA 50% FanAlII Properly Manager Central Laundry Fxi6tias ciyP �SSr Bmvaro SOeE lm� Retllntls, CA 92313 RWWd CA BS 28ebrom AM NSxed A1akN-RM Suppative Services OeMnor Cwnmunily Are. CampbbtlnlBB6 BASadebb PravMer Property Management B Mainbnnw IMPRESSIONS W5510n Street East 24 Shy 53 1- W96, 50% A�Reheb Owner Candi Genial Centrachr Cord.nhy CenterlOfiice New Can r hied Laundry Fadili Swimming Pool and Spa City 0 P,10.0. ROA Lmn Palmdale, CA 935 tp9 Sed'wm AM Sano, Mallgm Ownwr Community Areas FHLBAHPProperty lmenllw< waanirobn Mun®IPex Campbbtlb 199329 2. 100%ARatlabb SuppaGve Services Prwitler Property Managamxd B Mainananae SYimm�g Pool (2) xd Spa Ovular MONTEREY VILLAGE AcgMthab Devi sporToo-rt, cd CD UHFA 10244 Arrow Route BE 1-Bedmm 35%,15%, Fanay GenxalCwtrxex Tennis Court cydRram CYaamgf NOA lain RanahD Cucamonga, CA 224 1232-Beard 50948D% Makad NWaet-Rab Rory M`d-W Fb.kA Center Pmmn.nP kLwn 917M A&1 &ASmdabb sk.ppapram Sandi Central LaurHy Faci Compbtad in 1993 Frei Odtloor Communety Nem Pr Man meat B Mainannm Owner Centralkad Laundry FaoMm MOUNTAINSIDEDevebper AWRsNeb Swimming Pool and Spa 9101 Foothill Stank d 35%,45%, Genial CdMaabr Compubr Lab CNHFA Cucanwnga CA 354 1601-Bsdwan 30%,30% Faniy Property Manager leaning Center city d Rema C—..V ROA LandRawfa 91730 2242Bedroxn AM MxndM Rab Sappa3ve Seraces SporBCowb Panarenn Bank Loan Completed in 1993 BASardabb Provider OadbI Community Aram RopeM1y Mnegement 8 Mambnace RENAISSANCE VILLAGE 18 1AeJDom AOTRteheb Faniy Owner Devebper General C«Nacbr Cord.niy Cenaw/OSb Area Central¢ed Laundry Fad%m Swimming Pool Cibdadn RpAl®n 220N. Avnw 1N 352,11ed'oom 50%,50% NdgMahootl Property Manager TM Lot Rnnakii CA9237tl Riam, CA 92373 W3Aeloom AM! Wirt, Canty PmiwwalLom r Compleled in 1996 14 drink 100%AINon 100%ABordmb Sxviws Frwider Barka.or Ad OUMox CommunBy Areas Ropxy MnagemanlB Matrdenalce Onrer Communiy CenbrlOfice Arm wine _ Sxaw Xiknan SYCAMORE SPRINGS 35%,45%, A�Rahab GmxavCwtracbr CentralaM Laundry Fxitities QaHFA 7127A IdbaM Avnm 210 96143edraan %M! Famiy PrDPerty Manager Leeming Center CitydRxno cuwmonga ROA Lwn Alb Loma, CA 91701 1M2-Sxnoom Mand MakM-Rab Services Obdoor PatioRiwic Area Pnnerenl Bank Lwn Canpbbtl n 1995 BARatlabbrve Tot-Lot Propary MamgermrXB AbmYnarw Community Centa1010cs Area RANCHOVERDE Onwr Oeve Geritrabed Laundry Fwalfies VILLAGE im I-Eaddoxn 35%,45%, AcqRehab Gnxby Cantracbr Slamming Pool and Spa cirya Rancho cuoanonga ROA Loan M37 Grove Avenida 240 128 2-Betraom 80%.30% Fanily Prop" Manager TO Lo[ Esse. euwmew Cucamonga, CA Mandcable Rale a5ences Leaning Cenbr Pemwrbnl Berg Lwn 91730 917M dA3atlabb OutS.Community Are. Compbted b 1993 Pmpaty ManNemend 8 Mainbnanw A� �® CERTIFICATE OF LIABILITY INSURANCE DAT1/2DIYY Y) /20 /2o2a THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER IMA, Inc. - Colorado Division 1705 17th Street, Suite 100 Denver CO 80202 CONTNAME pCT IMA Denver Team PHONE FAX . 303-534-4567 aC Nb: ADDRESS: DerrAccount-rechs imacor .com INSURERS AFFORDING COVERAGE NAICN Y INSURER A: James River Insurance Company 12203 3406407824 INSURED INSURER B:`Lexln ton Insurance CO 19437 National Community Renaissance of California 9692 Haven Avenue, Suite 100 Rancho Cucamonga CA 91730 INSURER C: The Travelers Indemnity Company of America 25666 INSURER D: Travelers Property Casualty Company of America 25674 wsuRER E : Great American Assurance Com an 26344 NSURER F COVERAGES CERTIFICATE NUMBER: 1218492576 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE I SUBR POLICYNUMBER POLICY EFF POLICY EXP LIMITS B X COMMERCIALGENERALLIABILITY Y Y 3406407824 1/1/2024 1/1/2025 EACH OCCURRENCE $1,000,000 CLAIMS -MADE 7X 1 OCCUR PREMISES E. ocourrence $1,000,000 MED EXP (Any one person) $ 5,000 X $0 Deduchide PERSONAL B ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $2,000,000 PRODUCTS - COMPIOP AGG $2,000,000 PRO- Fv-1 POLICY E71 J CT LOC $ OTHER: I B AUTOMOBILE LIABILITY Y Y 3406407824 1/1/2024 1/1/2025 COMBINED SINGLE LIMIT $1,000,000 Ea accitlent BODILY INJURY(Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ Per accident X HIREDX NON -OWNED AUTOS ONLY AUTOS ONLY $ A X UMBRELLA LIAB X OCCUR Y Y 000876155 1/1/2024 1/1/2025 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAS CLAIMS -MADE DED X RETENTION$ in nnn $ O C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANYPROPRIETOR/PARTNEWEXECUTIVE UB-0011-807338-24(CA) UB -001 L815418-24(ADS) 1/1/2024 1/1/2024 1/1/2025 1/1/2025 X STATUTE ERµ ET. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 OFFICER/MEMBEREXCLUDED? (Mandatory in NH) NIA E.L. DISEASE -POLICY LIMIT $1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E Excess Second Layer Liability Y Y EXC 5200922 1/1/2024 1/1/2025 Each Occurrence $15,000,000 Aggregate $15,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Liability Terrorism Coverage: Policy #128416992W24 -M Effective Dates: 01 /01/24 - 01/01/25 Insurer: Underwriters at Lloyd's London This is a Claims Made Policy $5,000,000 Any One Claim; $25,000,000 Annual Aggregate Deductible: $5,000 Per Occurrence Extended Reporting Period: 90 days after expiration date of policy. See Attached... CFRTIFICATF 1-101 DER CANCELLATION ©1986-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. For Information Only A-U{rT'�'HH7ORII�Z,(EEDD� REPRESENTATIVE ©1986-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC M Aco ® ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY IMA, Inc. - Colorado Division NAMED INSURED National Community Renaissance of California 9692 Haven Avenue, Suite 100 Rancho Cucamonga CA 91730 POLICY NUMBER CARRIER NAIL CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE Certificate Holder(s) is included as Additional Insured(s) on the General, Automobile, Excess and Terrorism Liability policies if required by written contract or agreement subject to the policy terms and conditions. A Waiver of Subrogation is provided in favor of Additional Insured(s) on the General, Automobile, Excess and Terrorism Liability policies if required by written contract or agreement subject to the policy terms and conditions. This Insurance is Primary and Non -Contributory on the General, Automobile, Excess and Terrorism Liability policies if required by written contract or agreement and subject to the policy terms and conditions. As applicable to General Liability & Excess Liability, subject to the policy terms and Conditions, there is no exclusion for Abuse & Molestation or Assault and Battery. Excess Liability provides Terrorism coverage for Certified Terrorism events as declared by the Secretary of the Treasury, the Secretary of State, and the Attorney General of the United States. ernan im nnnRmi1 © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD