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2500 - National CORE - Property Management Services for Garvey and Angelus Senior Apartment ComplexesPROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN ROSEMEAD HOUSING DEVELOPMENT COPORATION/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 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 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 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: and in compliance with applicable local sta any manner affecting the performance of Cal/OSHA requirements, and shall give all liable for all violations of such laws and re Contractor performs any work knowing ii Contractor shall keep itself fully informed of e and federal laws, rules and regulations in the Project or the Services, including all notices required by law. Contractor shall be )ulations in connection with Services. If the 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, 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 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 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 in whole or in part as provided herein, City may procure, upon such terms and in such 5 1 P a g e 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: CITY: National CORE 9692 Haven Ave, Rancho Cucamonga, CA 91730 Attn: Courtney Richard, Senior Vice President Tel: (949) 483-2448 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 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. 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. 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. 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] CITY OF ROSEMEAD BenKim, CiYAanager Dat Ericka Heim t dez, City Clerk Date" Approved as to Form: Rachel Richman Date City Attorney National CORE Bv: [If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary, AND CORPORATE SEAL OF CONTRACTOR REQUIRED) 0 Name: Title: 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 11 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. 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. 8. 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. 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 agentfor 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 Develooment. 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: 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. 15.0oeratino 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) hereofincluding 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 Account for 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.Insuranoe. 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.Comoliance 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. Govemina Law. As defined in the Professional Services Agreement. 30. a tions. 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. 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. Soendina 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 assignmentthe limited partnership shall become the Owner for purposes of this Agreement. 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. 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 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- (or higher) and Financial Size Category Class Vll (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. 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. 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. 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. 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. A� & CERTIFICATE OF LIABILITY INSURANCE DATE (MM DDVYVY) n1/2024 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(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 NAME:: IMA Denver Team PHONE FAX 303-534-4567 AIC No ADDRESS: DenAccountTechs@imamrp.com INSURER(S) AFFORDING COVERAGE NAIC # Y INSURER A: *Lexington Insurance Co 19437 1/1/2025 INSURED National Community Renaissance of California 9692 Haven Avenue, Suite 100 INSURER B: The Travelers Indemnity Company of America 25666 INSURER C: Travelers Property Casualty Company of America 25674 INSURER D : Great American Assurance Company 26344 Rancho Cucamonga, CA 91730 INsuRER E: James River Insurance Company 12203 NSURER F COVERAGES CERTIFICATE NUMBER: 738134011 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. INBR TR OF INSURANCE ADDLSUBRPTYPE JN5k WVD POLICY NUMBER DDIYYYY MWY POLICY MIDIYYYI' LIMITS A X COMMERCIALGENERAL LIABILITY Y Y 3406407824 1/1/2024 1/1/2025 EACH OCCURRENCE $1,000,000 CLAIMS -MADE OCCUR PREMISES EaEoccu.nrs $1,000,000 MED EXP (Any one person) $ 5,000 X So DeOudible PERSONAL &ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $2,000,000 POLICY ❑JECT LOC PRODUCTS - COMPIOP AGG $2,000,000 $ OTHER A AUTOMOBILE LIABILITY 3406407824 1/1/2024 1/1/2025 COMBINED SINGLE LIMIT $1,000,000 Ea accident BODILY INJURY (Par person) $ ANY AUTO OWNEDSCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per aaddent) $ PROPERTY DAMAGE $ Per accident X HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY E X UMBRELLA LIAB X OCCUR 000876155 1/1/2024 1/1/2025 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION$ $ C B WORKERS COMPENSATION AND EMPLOYERS'LIABILITY YIN UB001 L80733824 (CA) U6001-81541824(ADS) 1/1/20241/1/2025 1/1/2024 1/1/2025 X PER DTH - STATUTE ER ANYPROPRIETOR/PARTNERIEXECUTIVE E.L. EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? NIA E.L. DISEASE -EA EMPLOYEE $1,000,000 (Mandatory In NH) If yes, desonbe under DESCRIPTION OF OPERATIONS below E.L. DISEASE- POLICY LIMIT $1,000,000 D Excess Second Layer Liability EXC 5200922 1/1/2024 1/1/2025 Each Ocmmenw $15,000,000 Aggregate $15,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES (ACORD101,AddiOon.IRemark.Schedule,m.ybeatteohedHmore.Pacei.,... ired) Certificate Holders) is included as Additional Insured(s) on the General, Automobile, and Excess 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, and Excess 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, and Excess 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 & Battery. See Attached... CERTIFICATE HOLDER CANCELLATION ©1988-2015 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 Rosemead Housing Development Corporation and City of ACCORDANCE WITH THE POLICY PROVISIONS. Rosemead AUTHORIZED REPRESENTATIVE DAlMQ�0. vuwl 8838 Valley Boulevard Rosemead CA 91770 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC #: A o® 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 NAIC CODE EFFECTIVE DATE: THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE General Liability Coverage includes 30 -day notice of cancellation, subject to the terms and conditions of the policy. Name: Angelus Senior 2417 Angelus Ave, Id, CA 91770 Arnon 411I nnnnm i r�sma:>..�.Ta-nr.T.r� Ja -nr i ra a r..a cram Tr The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED REQUIRED BY WRITTEN CONTRACT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY POLICY, COVERAGE APPLICABLE TO COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE (SECTION I — COVERAGES) ONLY A. Section II — Who Is An Insured is amended to include any person or organization you are required to include as an additional insured on this policy by a written contract or written agreement in effect during this policy period and executed prior to the "occurrence" of the "bodily injury" or "property damage." B. The insurance provided to the above described additional insured under this endorsement is limited as follows: 1. COVERAGE A BODILY INJURY AND PROPERTY DAMAGE (Section I — Coverages) only. 2. The person or organization is only an additional insured with respect to liability arising out of "your work" or "your product". 3. In the event that the Limits of Insurance provided by this polity exceed the Limits of Insurance required by the written contract or written agreement, the insurance provided by this endorsement shall be limited to the Limits of Insurance required by the written contract or written agreement. This endorsement shall not increase the Limits of Insurance shown in the Declarations pertaining to the coverage provided herein. 4. The insurance provided to such an additional insured does not apply to "bodily injury' or "property damage" arising out of an architect's, engineer's, or surveyor's rendering of or failure to render any professional services, including, but not limited to: 1. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders, or drawings and specifications; and ii. Supervisory, inspection, architectural, or engineering activities. HPNG 03 (01-14) S. This insurance does not apply to "bodily injury" or "property damage" arising out of "your work" or "your product" included in the "product -completed operations hazard" unless you are required to provide such coverage by written contract or written agreement and then only for the period of time required by the written contract or written agreement and in no event beyond the expiration date of the policy. 6. Any coverage provided by this endorsement to an additional insured shall be excess over any other valid and collectible insurance available to the additional insured whether primary, ex- cess, contingent or on any other basis, unless the written contract or written agreement with additional insured specifically requires that this insurance be primary and non-contributory with any other insurance carried by the addi- tional insured. In such case, this insurance shall be primary and non-contributory with any oth- er insurance carried by the additional insured. C. In accordance with the terms and conditions of the policy and as more fully explained in the policy, as soon as practicable, each additional insured must give us prompt notice of any "occurrence" which may result in a claim, forward all legal papers to us, cooperate in the defense of any actions, and otherwise comply with all of the policy's terms and conditions. Failure to comply with this provision may, at our option, result in the claim or "suit" being denied. D. However, this coverage does not apply if an Additional Insured Endorsement is attached to this policy that specifically names a person or organization as an additional insured. COMMERCIAL GENERAL LIABILTY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHER TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: WAIVER OF SUBROGATION IS PROVIDED IF REQUIRED BY WRITTEN CONTRACT OR AGREEMENTSUBJECTTO THE POLICY TERMS AND CONDITIONS. (If no entry appears, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) The TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHER TO US Condition (Section IV —COMMERCIAL GENERAL LIABILITY CONDITIONS) is amended by the addition of the following: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work' done under a contract with that person or organization and included in the "products -completed operations hazard." This waiver applies only to the person or organization shown in the Schedule above. CG2404 10/93 Page 1 of 1 COMMERCIAL GENERAL LIABILITY HPNG 04 (03-14) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EARLIER NOTICE OF CANCELLATION PROVIDED BY US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Number of Days Notice — 30 or 30 Days for Non -Payment of Premium. Name Provided on a blanket basis to all locations as required by written contract and/or agreement If no entry appears above, Information required to complete this Schedule will be shown in the Declarations as applicable to this endorsement. For any statutorily permitted reason, the number of days required for notice of cancellation as provided in paragraph 2. of either the CANCELLATION Common Policy Condition or as amended by an applicable state cancellation endorsement, is increased to the number or days shown in the Schedule above. HPNG 04 (03-14) Page 1 of 1 ACC11i CERTIFICATE OF LIABILITY INSURANCE OATE(MMIDDIYYYY CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, 7/112024 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 COiCTNAME: IMA Denver Team IMA, Inc. - Colorado Division PHONE FAX 1705 17th Street, Suite 100 303-534-4567 ac No: ADDRESS: DentAccount-rechs imacor .com Denver CO 80202 INSURERS AFFORDING COVERAGE NAIC a INSURER A: *Lexington Insurance Co 19437 INSURED INSURER B: The Travelers Indemnity Company of America 25666 National Community Renaissance of California 9692 Haven Avenue, Suite 100 INSURER C: Travelers Property Casualty Company of America 25674 INSURER D: Great American Assurance Company 26344 Rancho Cucamonga, CA 91730 INSURER E: James River Insurance Company 12203 INSURER F COVERAGES CERTIFICATE NUMBER: 251127733 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 TR OF INSURANCE ADDLSUBTYPE IVSD "D POLICY NUMBER MMIDDY'EFF Y i MMIDD IYYYY LIMITS A XCOMMERCIAL GENERAL LIABILITY Y Y 3406407824 1/1/2024 1/1/2025 EACH OCCURRENCE $1,000,000 CLAIMS -MADE X OCCUR DAMAGE TORENTED PREMISES Ea occumence $1,000,000 MED EXP (Any one person) $ 5,000 X SO Deductible PERSONAL& ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY D ECT LOC PRODUCTS - COMPIOP AGG $2,000,000 $ OTHER A AUTOMOBILE LIABILITY 3406407824 1/1/2024 1/1/2025 COMBINED SINGLE LIMIT $1,000,000 Ea accident BODILY INJURY (Per person) $ AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ Per accident) X XI HIRED X NON-0WNED AUTOS ONLY AUTOS ONLY E X UMBRELLA LIABX Orr,, OCCUR 000876155 1/1/2024 1/1/2025 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAa -MADE DED I X RETENTION$ in nnn $ C B WORKERS COMPENSATION AND EMPLOYERS'LIABILITY YIN UB001 L80733824 CA UB001 L81541824 (ADS) 1/1/20241/1/2025 1/1/2024 1/1/2025 X PER 01 STATUTE ER ANYPROPRIETORIPARTNER/EXECUTIVE N E. L. EACH ACCIDENT $1,000,000 OFFICERIMEMBEREXCLUDED? N/A E.L. DISEASE - EA EMPLOYEE $1,000,000 (Mandatory In Ni If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $1,000,000 D Excess Second Layer Liability EXC 5200922 1/1/2024 1/12025 Each Occurrence $15,000,000 Aggregate $15,000,000 DESCRIPTION OF OPERATIONS/ LOCATIONS I VEHICLES (ACORD 101, Addilonal Remarks Schedule, may be atMched if more space is required) Certificate Holders) is included as Additional Insureds) on the General, Automobile, and Excess 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 Insureds) on the General, Automobile, and Excess 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, and Excess 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 & Battery. See Attached... CERTIFICATE HOLDER CANCELLATION ©1988.2015 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 Rosemead Housing Development Corporation and City of ACCORDANCE WITH THE POLICY PROVISIONS. Rosemead AUTHORIZED REPRESENTATIVE 8838 Valley Boulevard Rosemead CA 91770 ©1988.2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC #: A Ro® ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY IMA, Inc. - Colorado Division NAMEDINSURED National Community Renaissance of California 9692 Haven Avenue, Suite 100 Rancho Cucamonga, CA 91730 POLICY NUMBER CARRIER NAIL CODE EFFECTIVE DATE: THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE Liability Coverage includes 30 -day notice of cancellation, subject to the terms and conditions of the policy. Property Name: Garvey Senior (70 Units) Address: 9100 Garvey Ave, Rosemead, CA 91770 E -W l:7riUSfkZIIII:1UiIl The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED REQUIRED BY WRITTEN CONTRACT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY POLICY, COVERAGE APPLICABLE TO COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE (SECTION I —COVERAGES) ONLY A. Section II — Who Is An Insured is amended to include any person or organization you are required to include as an additional insured on this policy by a written contract or written agreement in effect during this policy period and executed prior to the "occurrence' of the "bodily injury' or "property damage." B. The insurance provided to the above described additional insured under this endorsement is limited as follows: 1. COVERAGE A BODILY INJURY AND PROPERTY DAMAGE (Section I — Coverages) only. 2. The person or organization is only an additional insured with respect to liability arising out of "your work" or "your product". 3. In the event that the Limits of Insurance provided by this policy exceed the Limits of Insurance required by the written contract or written agreement, the insurance provided by this endorsement shall be limited to the Limits of Insurance required by the written contract or written agreement. This endorsement shall not increase the Limits of Insurance shown in the Declarations pertaining to the coverage provided herein. 4. The insurance provided to such an additional insured does not apply to "bodily injury" or "property damage" arising out of an architect's, engineer's, or surveyor's rendering of or failure to render any professional services, including, but not limited to: I. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders, or drawings and specifications; and fl. Supervisory, inspection, architectural, or engineering activities. HPNG 03 (01-14) S. This insurance does not apply to "bodily injury' or "property damage' arising out of "your work" or "your product" included in the "product -completed operations hazard" unless you are required to provide such coverage by written contract or written agreement and then only for the period of time required by the written contract or written agreement and in no event beyond the expiration date of the policy. 6. Any coverage provided by this endorsement to an additional insured shall be excess over any other valid and collectible insurance available to the additional insured whether primary, ex- cess, contingent or on any other basis, unless the written contract or written agreement with additional insured specifically requires that this insurance be primary and non-contributory with any other insurance carried by the addi- tional insured. In such case, this insurance shall be primary and non-contributory with any oth- er insurance carried by the additional insured. C. In accordance with the terms and conditions of the policy and as more fully explained in the policy, as soon as practicable, each additional insured must give us prompt notice of any "occurrence" which may result in a claim, forward all legal papers to us, cooperate in the defense of any actions, and otherwise comply with all of the policy's terms and conditions. Failure to comply with this provision may, at our option, result in the claim or "suit" being denied. D. However, this coverage does not apply if an Additional Insured Endorsement is attached to this policy that specifically names a person or organization as an additional insured. COMMERCIAL GENERAL LIABILTY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHER TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: WAIVER OF SUBROGATION IS PROVIDED IF REQUIRED BY WRITTEN CONTRACT OR AGREEMENT SUBJECTTO THE POLICY TERMS AND CONDITIONS. (If no entry appears, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) The TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHER TO US Condition (Section IV — COMMERCIAL GENERAL LIABILITY CONDITIONS) is amended by the addition of the following: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work' done under a contract with that person or organization and included in the "products -completed operations hazard." This waiver applies only to the person or organization shown in the Schedule above. CG2404 10/93 Page 1 of 1 COMMERCIAL GENERAL LIABILITY HPNG 04 (01-14) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EARLIER NOTICE OF CANCELLATION PROVIDED BY US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Number of Days Notice — 30 or 30 Days for Non -Payment of Premium. Provided on a blanket basis to all locations as required by written contract and/or agreement If no entry appears above, Information required to complete this Schedule will be shown in the Declarations as applicable to this endorsement. For any statutorily permitted reason, the number of days required for notice of cancellation as provided in paragraph 2. of either the CANCELLATION Common Polity Condition or as amended by an applicable state cancellation endorsement, is increased to the number or days shown in the Schedule above. HPNG 04 (03-14) Page 1 of 1 EXHIBIT C VENDOR'S PROPOSAL PREPARED FOR: City of Rosemead Request for Proposal NO. 2024-12 Professional Services for Property Management Services for Two Senior Apartment Communities N 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 Apri117.2024 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 Sincerely, nc/J t 6d 1 �dJWLVA Michael Ruane President National Community Renaissance Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead i 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. 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 liesatthecoreof 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, ENERGY AND SUSTAINABILITY resources, and strategic foresight to pursue ambitious growth "Doing Our Part" to develop sustainable communities and initiatives, expand its footprint, and amplify its impact on implement conservation programs that maintain the health and communities nationwide. stability of our communities. 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 • 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 Requestfor Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 4 Fl- Experience Experience National CORE is one of the nation's largest nonprofit developers and managers of affordable rental housing. As a "best in class" provider of property management services, National CORE offers an array of in-house capabilities to navigate the complexities of managing affordable multifamily housing. BECAUSE WHERE YOU LIVE MATTERS At National CORE, we believe that people and place matter. High-quality management and a long-term focus are keys to preserving the integrity of our communities and creating a place residents are proud to call home. Here's a deeper exploration of our key strategies and strengths 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. 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. Innovative Solutions: National CORE continuously seeks innovative solutions to enhance property management efficiency and effectiveness. Whether through the implementation of advanced technology systems, sustainable practices, or community development initiatives, they remain at the forefront of industry best practices to deliver exceptional results. 7. Commitment to Continuous Improvement: National CORE's commitment to excellence extends to ongoing learning and improvement. They invest in staff training and development, leverage feedback mechanisms, and conduct regular performance evaluations to identify areas for enhancement and ensure continuous growth and success. EXPERIENCE WITH SERVING AS A PROVIDER OF PROPERTY MANAGEMENT SERVICES National Community Renaissance stands as a beacon of excellence in the realm of property management, a trusted steward for esteemed entities like Ethos, Invesco, 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 capacity to mobilize quickly and initiate property management services without delay. Our extensive experience in the affordable housing sector, coupled with our proven track record of excellence, enables us to hit the ground running and deliver results from day one. Furthermore, our commitment to client satisfaction and proactive communication means that we will work closely with stakeholders to understand their unique needs and priorities, ensuring a smooth and efficient transition to our property management services. Our goal is not just to meet expectations but to exceed them, providing exceptional service and support every step of the way. Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 7 11� 1 r. WI .lommon� ]Emmons ■ommossollC;;m fq,i ■o$$ o At r Price IP rhe r��• 1 r. WI .lommon� ]Emmons ■ommossollC;;m fq,i ■o$$ o At r 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: 1. 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. see 9692 Haven Avenue, Suite 100 Rancho Cucamonga, CA 91730 www.nationalcore.org Together, we transform lives and communities Fair and consistent enforcement of lease agreements and community rules to maintain a harmonious living environment. 3. Financial Management: • Collection of rents and other fees in a timely manner to ensure consistent cash flow. • Comprehensive financial reporting and budgeting to provide transparency and accountability. • Strategic financial planning to optimize property performance and maximize returns on investment. 4. Compliance and Legal Support: • Ensuring properties adhere to all local, state, and federal regulations, including Fair Housing laws and ADA requirements. • Providing legal support and representation in matters related to evictions, lease agreements, and disputes. 5. Technology Integration: • Implementation of cutting-edge property management software to streamline operations and enhance efficiency. • Utilization of digital communication tools to facilitate seamless interaction with residents and stakeholders. We are committed to tailoring our services to meet the unique needs and goals of the City of 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, Courtney Richard Senior Vice President National Community Renaissance .see 9692 Haven Avenue, Suite 100 Rancho Cucamonga, CA 91730 www. nationalcore.org Together, we transform lives and communities 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 M� �, V Additional Information ADDITIONAL INFORMATION Additional Information PERSONNEL AND OWNERSHIP 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. 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 robustsystems 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 • Weinvestigate and address complaints of 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 Chiefof 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. Priorto 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 -today 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 finan i I Ianning and analysis, IT, risk management and vendor relations. Has the overall responsibility to steward the organizations $1.213 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. 202412 - Property Management Services City of Rosemead 17 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 ND), and has earned a certificate from UCLA in Affordable Housing Development, bachelor's degrees in urban planning, geography and environmental studies, and a Master's degree in public policy & administration. 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. 2024-12 - Property Management Services City of Rosemead 18 ORGANIZATIONAL CHART OF LEADERSHIP Executive Vice President & General Counsel Robert Diaz ADDITIONAL INFORMATION Chairman of the Board / Board of Directors Interim CEO Jeff Burum President Michael Ruane Senior Vice i Senior Vice Senior Vice Senior Vice Senior Vice President President of Senior Vice Chief Financial President of President of Senior Vice President of of Property Hope through Presid ent of Officer Development Planning & President of Marketing and Management Housing Operations Michael Finn Finance Acquisitions Construction Board Liason Courtney Alyssa Cotter Dorrie Bryan Ashley Wright Alexa Chris Killian dill Van Bolen Richard Washburn _� Vice President of Finance & Acquisitions Barry Oglesby Request for Proposal - RFP NO. 2024-12 - Property Management Services City of Rosemead 19 ADDITIONAL INFORMATION I7:ZeL1►1031[i7►/nlsi]:G\:its]y�:Z�7��:i\'ISI_\�I_Ce7�i�1� Senior Vice President of Property Management VP of Maintenance and Capital Improvement Director of Capital 6 RSMs Improvements Director of Director of PM 11 District " District Operations I I Financials I Manager 11 Manager 6 File Roving Specialists Director of II PM Project PM Project Regional Lease Relocation Manager Manager Up Manager 6 Regio f6 Regio 3 MaRelocation tion nage Managers I Specialists -- — Area Area Manager ` . Area 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. n1"WWrvW-M-0411040=0rL a� 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 Moline 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 PROPERTY NAME TOTAL SPECIAL a LOCATION UNITS UNIT MR AMI MOJECTTYPE NEEDS UNITS ROLE ONSREAMENRIES MNANCING SOURCES OMm Cmmuniy Cenw ..._ MIRAFLORE3 291betroom New Canstrwtion Davebw Nblk Flu Specs ,; Aneheim,CA M. General Contkanacbr OulSor Pml and Longe sea CCHFT Slantin2022 SB 352batlrcom ' Frmy 8 ROPeNyMrager Plrygound e96 Lmnxanne Tax cndila CompbtioI in 2024 223Ledoom 100%Atbrdabb Supportive Sxricm Camnunk Cavan ClydAmlrelm Provider SANTAMGELINA P1.11Plamntla CA ,CStart SWdio R1bedroom 30%,5096, New Comtww Senbr Devebpr Gsnral C: raclr' Seniorcwnmunily comer xC0APz4eb Plopem HCD NPLH I, 82be0oom MAW Special Needs 21 Man two � O8wmrtyrds avemspaoe s�pexnFw near xorra PHNnm Compb8min2U,l H.le. supportive Sernces PassM hndscapetlaeeb9 seas OCHF or onrxp 100%ABerdabb Prwtlr LASDAHLIAS Loa Aagaha, CA NSMd'ns Naw Construction Famiy Dueloper G..[COMacbr Commonly Center POWr Pak CNawra AawNwb Hw:m Swwirebb ]B 4B 1bedl40m 30%,50%, Spechl Needs 3B Property Manager Rmlbp Terrace Cwnnmw Comin2021 mpbtion in 2024 82-0odroom BO%AM HomMm supportive Seviros F.crt PMra 1%T. 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Bmbr Center 493Mb 31%, 50%, Snir General Cmtaclr Omdoor Lounge Area Cay d Eemnum, Cwnryn sen Dego NPLHA m._,e SbnclitiA M21 50 128eRoom 80%AMI Pedal Needs 25 property Manager Ourtloor Reveation sea IWF PNP, Tex Daan Epal, C.,..n Crnpbtionln2023 HmrlebSs Supportive Services coraw .w Pa. dein 100%Albrdabb Rovidr New ConsbuptiM Communfty Center MOUNTAINVIEW 181be0aom 3096,40%, Tamiy Devebpar Playgound F. Lake Faea(CA 71 352btlern 50%,8096 spoal Needs 8 G.bprrrac4x CNdmr taurrge Ana 9%Twc gak. 22 183bMarn AM wry �n�er gawp, 6Rc�sNHPAtlISA,CwM' CnmpW h2023 S,pornme Swvkes IMA 100%Atbtlabh Rwtlr 5 Stoics OATIer i� 4% MST mm 30%,/11%, NewCmshwlm Gnabpr Commanky Roam ' San PoJo,CA 91 3132 352bWrooma 50%,00%, Fmy 0 GenerN Cahechr W.M. Housing BYTGC, HCIDU 233bedown 33%PAa 100%AfhrtlSbh CSW Snnp b:nI CompiNon"2023 SippriVee Seivkes PmcMer GYourtl FFbor Commerdal - - LEGACY SQUARE Sema Ma, CA B3 W1batroom 3B 2btlmm 25%30% 5096, M Naw Constructim Famiy Speuel Neetls 33 Owner Devebp. General CrRam Communiy Cemr WI UseNba Spwaa 1%ICAC, GHFA SNHP, NPLH, AHSC WD 2021 Property Manager Me space Compbtion In 2023 2438eRopm AN HwmOhm 100%ARadabk &ppwtive Srvioas Public Art Provitler 6wnar CATHEDRAL PALMS Devebpr CammunBy Cenhrl08ma Pres Catlmtlral CRY, CA /91 Shtl'ws 40%,5096 AcgRebab Ganral Contracchrr Swbnmbg Pool anal Spa coop aR""4e HDW. Day dcepetlml RDA, ® piAinalN AoTIdM 1BA] 224 402-Bairo.'.m AAY Senior m Ropry Manapef Central LeurNy Fadities ROMP,Pemwrabenklwn Refinanced in 2022 100%A9rtlabb m oor Commurdlyaes SuppAa, Srviws PropeM ManagamemB Mairrbnerlm Provider Owner v NESTOR SENIOR New Carwtruc8on Devebper CornmunBy Canter VILLAGE CA ]4 73 Ska 25%,M 10o%syedm ]3 General Conbadm OUMor passive recreation aCOMas SDRC. CaM San Dago N'IH, Tam Rader k = Stirth2D21tlrrin2022 1Mar4Mr UM AN Needs Property Manager Lounge Areas EPuay. conren4orel carermweser DeN H.."a Supprtxe Services Raraelbnal Couryerd n Rovitlm VILLA SERENA �1 San War., CA 18 I� Na n Gon,onaICo�eM PIOWbrlo 85 0 nge see San De, �m Co-tinn2b2022 125MmegeYa UrTU� 8�8 AW gee ces eeoa H.,, Pmgareain Nd w COLLETT CROSSINGS RNerside,CA % SF Homan 1t 3beboome 80%AM SeN'Ctrarally b Frnly Mbed 0 Den.1C GenralCrmecbr Waking Tr Waking TraibwAh omtlmrfitram city dRivwei4e sganr saoom Lon Start X Income Hanle I.. equiplmm ' Comple2020 Compbtionb2022 72 4-betlrmm Ownership BBQ SbSonc yT, rI PP �k Ir ar FAIRVIEW HEIGHTS Irgbwooq CA 511bedrmn New ConsfucMn 04,ner Dev Community Cenrer Oelow Sexatni.naa WnydLw paaol® ucDA 101 252b m 30%,50%, MxM-Income 50 General comer x OUMm 04 rea �•JFra� b 'V Sbtin2020 2538atrrom 80%AMI Fmmxy Homabcs RapmtyM near MkepaatnB eaµalAmerce a%Tcnc 7a. Campbbtlln Zl22 Ground lborreUl PROPEM NAME TOTAL SPECIAL d LOCATION UMMS UNIT M% AM PROJECT TYPE NEEDS ROLE ONSRE AMENITIES FINANCING SOURCES UNITS OaNgr Coannai Gena DAY CREEK VILLAS 1311-Bacroom M.45%, Naw Corralmtlon DagamcPe Warning Lobby FlAieas Room Cay of R. Camm,wa Raric Cucamngs, CA 110 92-Boaroom 50%,87% Sanbr 10 Gand"Contrata ComplArRam e%Loal—Hm�aTa.Cnedn FHLB AHP Lun CmpbbE n M21 AM 107%AMtlffib Suappwtiva Services Pool CiNtaMlaen Ponrdar 01 Replaces Bike Shape Vebranh Carter VETERANSPARK 2514tetlroorn ane Children's PNy Area Pomona CA 152LeNoom New Conslictlon Co-Davebpa Communily Room ucon 81 �'�' SpnedalNada BD ProPerry Mmaper Canbrace Space "HIS Stmt in 2020 203-teK m 90%AM Vaieme SUppLXive Srviom Corm Hw ORms BBQ MLw.IrmmHu: © TioCada Compbbtlb2021 1lieni Unk Previtler $Mons Ovboor GaNerirg Spaces CRESTVIEWTERRACE 281-Behaan Owtrer Davebper Commuity Cear Caww C.Ha AHSC MI Nam AHSC AND Lon San Samrdiw CA Sint 1022-Batlrocm 371445%, N.CmsluNm DmralCmtacbr Lancir, Fa:idities Ni 1957%,80% Imipbh Fanny 0 PrOPetyMaaAr Pool aryd%n 6an.dmtmn - Cotln 2021 o-4Batraarn AM l4wtl ncana sarinCBB Tot Loh Cromomy Ganden wydsn Bamdm Lon Private Slid Storage GPEgdbmd Ow Fn VISTA VERDE 8Malcom %, New ConstrucEo Owner Develdi Crnmunky Canter Compobr Cakner Aawdbb aware am 91whkeW taamavta Loan 'at Ontario, CA Slrin2e 101 323Be&oom Mae 60% General Contr Rod"Manager Luntlry FmiNes Pool City d Onmlw um ton Clay Om Loan Compbbdin 21 AMI IM%Aardable SUPpae Servims Canmunity Gatlan d%LwlmdmilawnpTu aadn Provider FN.reb Bike Strange Permanent Loan v A lege Resat Community Cerra 1 VIST COURT Owner Dnabper Coni GaWn Cia daenaelA ogiml Doe, NA - • 1116SARANDE tlandamC Aveue fi0 tbetrann 3]%,45%, New LananlDdOn GmaalCmtracbr Fi Outdoor Ftraplace CA Honing Y � GMMMe,CA $lYtln 66 62-Bedroorn Serve 7 Property MmaBa' BBOluea Tary CATa.ammea wncmamame 2018 ' 100%ARxdabb Comgda Room Ram sma. cam Fuffi CompWd n 2020 AM SUPPorIrva Srvcm Ebv�r Uf FHLB dSan FaidsmAHP FUM tory Nemnd Provider LamMy, Faci gAmI Can of sen me, Fanaa OwTa SDNO HandleNBN'COrIbPUbtlOn SANYSIDROVILLAGE SOSWtlb unite B.br Deveaper Connanky Roan P ldc Wnbn BenkfnmNaMnend PmmareM Loa. '. 517 W. San Ysidro BNtl. 51 12 bedroom 30%, 100%ANamed! 12 G anal Contactor &cycle Saraga Area HOUSING FIRST -SNI MECO Renal Hmakc San Diego, CA San D"din mana9efs unit AM45% 50%AM Spedal Neetls- poap�, Mang. Community Canadian OdEoor vmd.e 2020 SuppaEve Services Galharin, Simoea FadnliHo-maneam-Sen Fand—AHP Hcani FUMe MAUHTC (Olins i ey lmp01 AddoestiniftneattmenTok, New Conahvfon Oane SteEorvHua Stop ENLANTO VRLAGE 301-Betrown M%W-Use Dewkpa udyi Slaage Prean US. CameMwma Noam,am Uman Dedopmem 63151 mpe0elpva Sen 18 2-Betroom 30%.4596, Cenral LCrMa9x Connerni Center Dego comm'aam �... Diago,CA Statin 2018 % 183-Bed-Oam 5096,8096 FaT,yTrareart-0rbnbad Famiy 8 Property Manage COmmanky Cadens Cm d d cMasn O'meo CampNhtln2021 Sonars HanNma ��Ve Srvloaa EVCharging ShSons I�kctynev w7ss cadlNmem cmnmlum Veteran. Promicker Omit Landry Faciudas 100%Albrtlffib OWtlwr Play Area CSH Am elai Iron CA HOD PmMtlymnt Loan NBW Cor1at11etM CommunlLy Center CA HOD "He Lmn CanDig, HmFlg m Cmmmi Land FlgW VISTA DEL PUENTE a 1-Betlrcan Family Own. BBQ Area geemadyam"An adaeiii� 332-Becroom 33%,401 Spacial Nelle Devekper Laundry Facility CydSmana Dili SWtIn2017 52 16 Mkidlecan 50%,60% Velums M GenaalCmtraCa Omke Soda) Services BBVA Onmpma CoaWNm Lan CanpleeSS 1g AM Foni Homabsa Property Manager OlAadeor Play Area CORO Parnas, Len 100%ABordffib Heam19%LIHTCEaaiy med— Hmre Loan Makd GFAW Homo DepmFwMon Ged FmdesTaaeev Dd xnmdearac OAn. Onshe PreaAool a�kPamemdLm OPl(LREST HEIGHTS g1-Betroom Devebpa Rwmandama LIHTCEWry-s% 22/N Fasbak U. 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W Rvperty Management O Mainonance dw,tlery°Serviws SAN EMI 4115Ktgsby St New Constuetlon 0,wrr 018ce Nea Ouldoor Cornmur*Areas UHTC 9% Ma4ctir,CA 81183 18 18 fAtlomm 3]96,45%, Special Ne9ds Derolaper Shae CommunRy Fa ilbes w0h HUD811 Sten In2U13 5096AM 100%ARortlffib Properly Manager Dirydwmamr PrOb"MationMCORER0bn Roprty ManagameMB Mainbnance AHP Canpbbtl in Ma/2014 ¢y _y DUMOSASENIOR VILLAGE Naw Conshcion Owner Developer Cmmmunk Cenb10fte Area Computer lab uxrc-B% Toa, d nm Vamy FUM 51110 Twa8ydne Pins i5 141-BeRoom 30%,40% Smbr Geral Cnkacbr Central Laundry FadMu Deana d Sm Bandl. HOW Hwy 1 2-Baboom 50%,55% Rwmly Managw gAtloor CennmuMty Nem USDA seem 53e PemawMLan Yuma Valby,CAXNW4 AMI 100%A abw SuppOrtme Savicm Property MaaagemeMBManbnmlce AHP Compbled In M14 Prwtla . 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SS 40%AMI, /0%AM Family Prep" Manager Central Laundry Frtities 9mad CAHCDMHPFewe , CompleA822D1 Compbbtl nJaway 2013 100%ARatlebb SuppmrOre Srviwa Dultloa CanmunityMem ROMtla Rop"Maragamrtl9Mainonance PROPERTY NAME TOTAL UNIT MIX AMI PROJECT TYPE SPECIAL NEEDS ROLE ONSITE AMENITIES FINANCING SOURCES &LOCATION UNITS UNITS nays ALTAVISTA ALTSold VIST 51. 41 2-Bedaom 9096,15%, New Con9bucti0n Carl Gained, CeContract ntral Comomity CenerlJlFwe Area Tot1.W Lm MGaIrS Canty lMuc%Ford¢ LoyArae County CDCHDME LmAr kMk Coun,1st Diaacl FUMY Lesd W 193-Betroom 50%AM Pool Poo Property Manager Central Launby Fi dititim Stave a StaCA BCD IS 100%Madmb Senators Supportiveiw OuMCommuny Areas Sof CA BCD TOD lamcor an W12 Cmpbarebtlt2o12 Prwitla Property Management& WrIonarcw LIHIO 1% Pmmmnt Bank Loan LIMC 9% Oatwr CDC HOMBA)DA Lan ENCANTO COURT New Conshotion Devebpa Control CerderlOMce Area CDC CCP Hwnalry Lan im IN, lost 62 587Etloorn 15%, 15%. Senior PropertyManaAa Central Laundry Facirboa I�ulmremmre aGrant Lm Arpebe, CA 90044 82-Bedoom Infill SewTiy, Gates end Fendng x4COtAlnauany Lain Canplebdt2012 %%� 100%Albrtlabb ��te as P Property MhnagementB MenNnance Hn PermaHIS nent Proader Loan SIGNATUREAT OwTwr Devebptr Community Cent%Olkno Area Generated Laundry Facility Tm6empl Bmae uH`rC-4% FAIRFIELD%�% PoolCentral Contract Outdoor Communi Ness Carl MHSA 1189Tal Ave. 93 50%'6DP6 Fmiy 10 Propery Manager Tat -Lt limb of CA HOME Fad, Fel CA94533 100%Affadbb Supportive Services Swimming Pool GryN FairtwwRW Funu Compleaddr 012 AMI ProVldtr Learning Cant ParroDwMckini Property ManagelM1B Ltirrbnance Cammenry Cmt/ONce Nes wit a JUNIPER SENIOR OawaT Service Kitchen UxFc.9x VILLAGE 35%, 0.5%. S0 Mew Contended. Deakin Dmtral¢etl Laundry FeeMea Ciry MEwneiro RDNHDME Lmn 215E.n WohA920 Avenue 6f , Senior Property Manager Sannereg Pcolarl BCD IHN lareemema Giant Escondido, CA 82025 fog%Afbrdabb Srpporeve Services Goldstar Community Areu Percent Lan Canplase 1 Forder PropertyMmagemantB Menbnmce Drveraaini Omcer Comm nity CerderlOffas Area CIELO VISTA DEL CIELO 0.1oper Ciatralsed Laundry Faoler. UHTC-9% VISTA DEL 1I-BWw Boya,a ED New Construction GmeralConttract SYdmmbg Pool CawbN&niknvaim xlME Dan Morltht,CA91T89 So 342Aertsom 80%A0.9 Famiy Properly Meyer ONtloor CommunityNeu CIVMMVMVRDALmn 159-Bedoom 100%Afiadableup Ssrsroae Compbbd t 2011 P,da�w Properly MmagemwdBMainMerwv Ey�My� Omer RIVER LgNYON DevesperLIHTC-9% Community CentlGNce Area Centralbed Larndry F.H. Ciryd Taflaarel city RpA Lam e "'N't Caagida OrMe 00 412AeM1aonr Sol k15%. 5096,60% New Construct. Fmity antramor pWIy Manage Swmmin9 Pool IntJl trent Catetlra City, CA X22% /93ee8san Oultloa Community Neu Pak,sca an - Compbbdt Apol20f0 AMY 100%A6ordabb Srpporte+e Services Property Mma9emem8Mtinbnsce D Cwdya I RWYbr nnia Books RNeivh Fbma FUMY Community CentAMfce ABB a MISSION VILLAGE Call Service Kiedi Ta EamplBmaa ! SENIOR 6918etrmm New Conablclon Dewbper Contrail L ndry Fm . UWM 4Rnenlee PDn �n a • 8989 MsMm BNtl. RNersMe,CA 82508 110 112-Sed'oom 50%AM Sent t00%A9fordable PropertYMmaga Suppari Servies Swimm gPool antl Spa Outdoor Commrdty Areas PNLPareakeranD Deal Caopbead"lo Provider Property Management B Menbnmw Domed, HUN UHTC-9% SAN MARINO Naw Construction OMnr Community CenterlOtce area BUD M 10355 Mills A. 841-Sedom Senior Devebper Outdoor Community Areas XDDPMwHamnm Loan -T Montcbi, CA 91783 Ss 1 2 -Bedroom 50%80% 3Phase Protect Property Manager Centel Ceya Malruir Ron Lan AM Supportive Services Security Gales mtl Fendng Fnl9nnP Compbtetl 2010 100%Affordable PhdanderFtvperty Management&Menbnanca Pa Lan Aadvan CwMaa EAaM Carver TRES LOMAS Dewbper Central CenttrlGfice Area JWC.4% DBAS Tobnd Wry 4 IaaA'ontn 33%, 40%, ActIRehab Genal Contracbr Outdoor Community Neons HCDMHPLom M r LU Angeles, CA 90D11 ab 12-Betlrawrr 50%, 60% qgg Senior 100%Afford" Property Moral Supporters Swvbs Catradzetl Laundry Facilites Secure, Gates and Fendng DAHD P.in.mf teen Compbttl 2010 Provider Property Management&Maintenance MMnpeaEwry VISTA CASCADE 1/32 NAvanw 232-Be3oom AcglRehab OMwr DerabPer Gewral Contractor Community CenbrlOtce Area Coal Laundry FaaMBe CempNer Lab UHTC 4% HCDMHPLom Rialb, CCA A IZ 13}&&room mm1W%Affatlabb FFamilyProperty Manager Fitness Center Supportive Sari Pa raam Wn Compared In 2010 Forsaken ClOtboar Community aMtinbntw DwaKPem EpMry popery Management & CommuriM Canter alli Servke RANCHO VERDE EAST Caner Kibhen Ta Eaeept Boar EXPANSION 8837 Qove Avmw 40 10 }Betro0m 35%, 45%, Naw Conatucfion Famiy Dniester Geraal Contracbr Carol Launtlry Fiord" Smutty Gates and Fencing LMTC.4% caarydsa asatda xw.e been Property Manager Tot Lot Dryrt ReMpCaamap RDn LFai RanNCCMdemorpACA BOX AM 100%Affordable Supportive Services Ouldoor Community Neal P.. tan Compbbtlb 2008 Poritler popery Management ant Dietoper Equity Maintenance �w M Carl Cmmunity CantlOMce Nee OHTC-9% SUMMERTERRACE Director Dual Community Neu cirym Fermaem RDnman �;• 385001 iema Sl 30%, A5%, NBWCMsallalbn Genal Contracbr CwnPNer lsb Ciry M Hari HOME Lan 4. Avmw Pe C 110 50%,80% �t Properly Manager Catrabx! Laundry Fol Ciry m Hari Fx Wnrvers FHLB ABP a® antleb,CA Cordial Can bbtlb 2009 AMI 100%ABatlapb Supportive Saviae Satyr Gamy antl Fenon dY B PennomtLan ti Pmv'ker Property Management & Maintenance Devaaa Epmh PROPERTY NAME TOTAL SPEC &LOCATION UNifS UNR MIX AMI PROJECTTYPE NEEDS UNITS ROLE ONNTEAMENITIES FINANCING SOURCES Commladdy ComenotfRa ARM New Construction Uaner Canbalxed Lwhory FoolNes Ta Exempt Bona WLLAGGIO ON ROUTE B& IM2Badrom Famiy Devebpm Sx%mm9 Pool UHTC 4% 102211 Foa8M BAk. 166 522-Bedown M%45%, Wed! Market Rale property Menegr TMw Hi Rancho Cucarmai CA ung Cent arya Remno Cuwn,wlPi RDA leen Completed n 2J09 60% AM &Aftbi Supportive Saviors Oablwr Community Prem Fmmrem Lwn Prodder Ropedy Management&Mainbnenw oe'n"Egwry Oana VILIA PLUMOSA Aamily Dawbpr Central ties LiHTC-ex 4871PIrmoea Drive 76 30%45%, General Contractor Odltloor Community Mam Conamerty crtyavute Use Ron Lam Veteneda, CA 92089 24&BMoorn 2<3-Stlodn 50'%,60% Property PeimerentLmn Compbtetl in 2009 AMI 10096 AfbdabM 100% Sainmr 6uppoNve Seviws PropeM1y MenagemerRB Manbnmw �+N¢er Equ9y Prvde Domer CAPECODVILLAS AapRehab Denbpar Cmbral Launtlry Faditias TaFaerpt Bowes 1710 ManStreat % %fEtivorrr MW%, Sonia General Contractor Oubioor Community Afros UMC-4% Owansitle, CA 92051 property Manager Cry d Ocwnaee RDA Lwn CompMad'n200S 100%AMtlabM Suppe SeM� propertyMmagement It Norman. Prodder Ttl£Wipr ai CITRUSGROVEAT Cvawr Community Centai Area UHRC 4% AcapRand, Gendpe Cameroon Laundry Paribas HLD MWMHPNS65 RIALTO 100 2-Batlroom 30%, 40%, Faniy GeneralCatracox CompNer LaO GePFA HEP Lown 1932 Wilber Avenue 152 523Betroan 50%,8096 2PAau Rgect Ropedy Manager Fitoess Center S.Bmwaa Carry HOSE Wen Rie9p, CA 92376 Complated in 2008 AM 1(1096 AMrdWM SuppaSoe Sai Outdoor Community lues cirya R'waRMtm, FHLB AHP Frwider Property Managemerd&Mainbnanw PemlmfiarxLm Md mEq* r Day Cae Cmdewitll a Serviw ww..PP Owner Kohn. T.HSo nBrod, da LAMISIONVILLAGE 31 Bedroom Ne�Conatrlctlon Di Commercial Lease Area UH7C-4x 3MIM. nAerrMe i0 162-Batroom w%, 80% Friend, Property Manager Tal-at HOD Win Lama Oceanske, CA 9205/ 313-Bedroom AM Supportive German Cental Launtlry Faditias Cmd0ownseeld)i COmpend In2006 10096 A9atlabb Rooker Ouloor Community Mea Pemwowm Pen Proper y Mampemerx & Maintinarw Cmmuniy CmlarlOBNe Mea VI6TADUNES 14 tAeyoom New Construction Dever Caraatimtl Launtlry, Families urarc Bx 40.&50 Vista Dunes Lae M2badrwm W%,/5%, ReallyRoPaty Mraw Swimmng Pool cityate Dwnh RDALoan La WintACA92201 w 28 Miam m 51 Called tEED Suppershe&anon Spm6 Cwt Pmmmmt Loan Compbtotl N 2005 Platinum Pfteidar Coati Community /ver 1009tA&%dable Ropery, Monapar ant & Meintananw Ownar Communhy CenterlONwkeembaAmi Tm Eaeapaiaaa Deerbper 5aviw KiCimm UKC 4% WHISPERING PALMS NBre Gdsseuctlon Genewl Contractor Centratiietl Launtlry FmiNes HW Stet HONE Lwn 30250 Nide Strmt 75 150% AM Sen.cMaPmmale Properly Mmym Sacurhy Gates and Fenung RDALom Palmdale CA93550 Completed in M 10096 A8ortlabb Supporter Services Ouldoor Communry Areas iHLBAHP Pmmm.d Beak Lwn Ronda Property Ma aNtemerd&Mendanance DeNm.Equay Droner Communby CentmlaFlw Area NORTHGATEVILIAGE Deswbpar Central¢atl Lmndry FttiNea uMc+x Bond, 17251 Darde$trea[ 42 1-SeJoom 50%8]% AoyRehab Caaral CarnationxcD Semarang Pool MHP MCbrMde, CA923B2 14D73 2 ertown A&1 wanly 12 Properly Manager Tot Lot a vcmvilMRDA lows CanpbNd In 2W7 253Sedoom 100%AlfatlabN yywp,tiew sermon Outdoor Community e mmm.eLwn Renew ROME, Property ManapamenlBMainananw OetehpeEpuiry PARK VIEW TERRACE New Construction OL%ler Community Confer/ORn Ann "ma Semon Kitchen Cameroon Laundry FarJke¢ Ta£amrPf Rona LHTC-4% HACi HOW Lmn 6728 Clad, Strmt BS 1-Baaaom Senior Dwabpe Feted Ce-tairPon Gartlms, CA90101 R ]2-Satlraom 50%AM 11,11a100 RopedyMmager Refection Pond a Lmn CiVdlnd CampMtoda X07 Co 100%AMdabb OMdwrourthacnk/vm CentralCouMrtl Gie Santry FHLB BNl Camas CDC Loan FHLB AHF - ROpery Miragenent&MTrdenanw DNNrw EgUty Ower Commm&y, CerltrlOMw An wiNa Developer Serviw KiMan uxrc ex SAN ANTONIO NOTA 50 2-BeOoom 33%,/5%, New Comtucton CalmalContracbr Contrail laundry Fxifhas xOM:lraw f041ORatlaa AveraM ]5 253-BaJoom 5054,61M3Fhme Famiy Properly Manager Outdoor Comment, Areas Dpn Mardwr Rfi OAl-o w Mbletr,CA91783 Rq%t Tot -Lot Pmrar+Bra lea Campeathei AM 100%AB mink, Co-Suppaboe shemmng Pool CmNaPm EaAY SeMws Rooker Ropeary, Management &Madminalce SUNSET HEIGHTS 302 00m Aama, ab Caroler Oneoper Genal CoaNxb Service KRMn CerNal¢etl Laundry FaciNes Leming Conte Ta£xwpl Band, Dina4% VW Haven Avenue 117 37341eaaan 35%AW Fanity Properly Menage CompMer lab LNXFARim-ABatle Abe Lom4CA91737 Asg CeIHFAPem BBora Compbbd in 2107 100%Alfordmoo Supportier Sarni OMtlw PatoFiwic Mea city aRacM cum,orea RDn Wn Pravker Tot-Lot Ropmy Manapemant&Menleanw SPECIAL PROPERTY NAME PROPERTY TOTAL UNIT MIX AMI PROJECT TYPE NEEDS ROLE ONSITE AMENITIES FINANCING SOURCES &N UNITS UNITS Commuehy CenternXiim Area Owner Centralized Laundry Faoities INDIAN WELLS VILLAS Devebpa CWbheuse 76800 VaIky Cerlb Odve AnRa ab Proper, Manpe Cent% aadlna'aiWxle RDALm Indian Web,CA82216 %50%,80%, 120%AMI Smwr Siors Supportiveav Svers Swimming Pool8Spa a Cornplatad in 2008 100%AlbdiaN Provider OutEoor Communry Afar, Property Management & Mariana. Owner Senior Michen MELROSEVILLAS 121Eetroom Nor Caralu9m Devaeper CaN'alaw Laundry Faoities TmAawn eaea 1020 Ma1Tua DrNe 832-Badoom 35%, 80% Fx* Genual CorNac@r Leaning Center JI-7C-4% San Mame CAlSiXg 114 393-e AMilianay Property Manager Conn"r lab HCDMHPLm Dweya Ewlb Comp61e1b2008 100%AlbdabY Supportive SaMces Proves Oidoor Peaununic Area ToLLot Property Managemem8 Marhnawa Communiy Cmtal0lfice Nee vdlh a Corner Service KKchen TALMADGE SENIOR Naz Construction Dalow w d L Cmtaldaaundry Feed. LIHTc-9% VILLAGE 881Ae8mn 30%45%, Sender Roper, Manager Underground Parking Cry d Sar Deno RDA NOFA Lm 5252 EICajce BouNvaN 91 32Behaan ,SAM 1014 co-suppwtive Computer tab k Lm 6ea San Diego, CA 82115 100%ABordabb Services Provitler CAPhr Commudy Nea Save. EPernareat Cwrpbbtl n 2008 Property ManapameMB AlmrRnaNa Community Cental Area%itea Dana Service Kitchen VISTATERRAZA 121-Bedrown N.Cmatructlpn Dwvebper Centrdbce Laundry FooMes Tffif'ani Bonder Vla 712-Betroom 35%, 80% Famiy property Manager learning Center Sm Dino,CA San Diego, CA 92128 in 4034nal". AM Indumonary SwPPerdVe SerNces Sranming Pool and Spa Hco MWLm I1wMma Epule Completed M 2008 100%Alford" Proveer Ounnor Community Neal RoMty Management & Maantemanm co OwnerC.nly carni Nes FOUNTAINS AT SIERRA NorComhuc6on Oe Cp-vebpar Cermabed Laundry FaoNas UHTC m 1694610ews Avenue 751-Bemoom 30%,45%, Serb Proper, Manner Svmnming Pool and Spa Cryof a RDAs Parrana,CA92335 W 182-Betreom SD%AM 3Phace Pr0j9C1 Supportive Savicas Fitness Roorn mo AHP Cwnpkbd N 2005 100%ABertlebb Proves OUMoor Communry Near, cRc PmnemlLm Rn "Management&Maintenance Communly CanblDMm Area Co-owns Ceraal¢ed Laundry Faoikes Ta[Eaanpt Bonder GARDENS AT SIERRA New Construction Co-Oevener Swearing Pool and Spa UHTC 4% 16839Caes92M 751betlreern 509'°AMI Seiner Prep"ort Maurer Rmm Sc FonbwRMLmn FonMu,cA 82335 182Eetraan Supportive Sadces FHLB PHLS AHP Compbtetln2W5 100%Aerdabl 100%ABortlab% Rwitla OIMoer Carrara" Ness Chftk cc6c PemaM Lon Properly Mnnerrwnt 8 MalMenance Ovine Corrmnty Censry018ce Area HAWTHORNE TERRACE AOTIRehab Developer CerNallzed Laundry Faditiea 13008 Komb%m Avenue in 40 1-Bertoom 36 2-Bedoom 35%. 50%, 60%, 80% Faniy Gaiwal Cmtracda Ropey Manage Tat Lot Leaning Center cmc Panewdtm Hawtlwne,CA90250 2/}Berlrmm AMI Supportive Services GMdaor mmurdy Nees Co D^'xwa EaMq CompWetlb2005 1mary 00%00%ABordabN Rwitla Proper, MmagememB ManYnence Cane Centralizef Laundry Facities AcaRehdb Developer Leaning Center T.�aan Sorer MISSION POINTE 44 2Eaduom Fancy General Ca acbr Compute lab -HTC 4% 2750 Topffi DMe & 2038etrocm 4096, 55% Neghbortaod Property Menne OUMoorCwmnuMy Nea HCD MHP RNasee, CA 52507 RaNtaEation Bupportire Saviors SvinminAPool ParQ.wn DerMwa Saw Complaint! n 2005 100%Aflerdabla Frovitlwr Tot-Int Prapary ManaAemeM & MairlNnance CLARK MANOR Avenue n 13 1-Behown 20 3-Bed 35%, 5P%, 6096,80% AuSlehffi Femlr, Daher cane"13032CIak GawrN Cpneacbr laundry Facility cleat Down WWIeah Downey, CA 90242 83Bndwwn AM 100%AMdtlle Prnerr,Manner PrOPa9Y ManegememBManMnao WMtrgM MuaN CwnpbietlMM ervces Sua Served. Roarelar CommunKy CaNa/gfim Area Ocala Centrikew lantlry Foada a MOUNTAIN VIEW VILLAS Developer Swtrnming Pool and Spa 78110013ty Barka Wry 5]%,611%, New ConstruNDn Property Manner FIMas Cara CirydlndwWWaRMLm India Wel5, CA92210 128 120%AM SWP°rtive Salm¢ Cornputer Lap Completed in 2004 lggndia %Affordable Povea OeMoa Community Areas Property Mannemant& Maebnznce MULBERRYALLAS 1/950Mubary()rive 311-Batroom 35%, 50%, AegReheb Ox1nr Developer CmtraYory Gerlaal Comaandy centayOffice Nea d L CerdrabeaundryFaciities Whrtla, CA 80804 51 202Aetlnom BO%80% Farc R�YMan OMdmr Canmurir, Nears wadingwn MNwl PemawnrLm Cwrpbtetln N04 AM 1W%Nbdtlb Suppntiva Eendaiene Proper, MmnernemeMelmmance Providar SPECIAL PROPERTY NAME TOTAL UNiTMIX AMI PROJECTTYPE NEEDS ROLE ONSITEAMENITIES FINANCING SOURCES &LOCATION UNITS UNITS Onmr Communiy Comhw Mro Nea witha T.£rmmt Em& -ITTLELAKEVILLAGE Developer Service Kitchen uHTC 4% 1MFUIbn MIIs Averse 1201-Bnboom 6^M New Canshctim pery MI Camrakzai Laundy Families -ACDC HOW Lan Sada Fa Springs, CA 1N 242 -Bedroom Senior �° Ccmpuler tab city If nbmtry Loan Sam 1I%H6 APoxemb Outdoor Community Ne City d SMu Fe Spmgs LOC Lon t Completed kr 2003 Pwvder Property ManagamwA&Mainbnance Pammau inn OAKS ON FLORENCE NwwCmeFc/on Owner Davebper Community Cen1er100ca Nq Centralized Laundry Fealties DIHEMI Sok LH7C-4% Gryalmutrr Lan 4224 Florence A. BZ� 8rtlu Property Manage, Computer tab Bdi tram Lmn " Bell, CA 90201 p Betlr rup%pM Intl O'&"ortiva Outdoor Communiry/veas IACDC HOWLIn C°mplebtl m 2003 1MAflordebb Services Prwicer PmpeMManagementBMantmaaa MIBAHP orveloper Easy Oxrwr CommunTy CenterfOlice Nee TnEmgr&M Camadized Laundry Facilites DHTC-4% BHADOW HILL Ao}ReM1ab General Cntralar OUWcor Commumiy Meas HCD MfP 11035, IO 442Eertoom 20%Nr% Fanny Pmpary Manager Tin -Lot CMHFA HELP SaNea, CA 02071 CA 3833ertoom MAM Swimming Pool C.V of San Dmpo HOMFMOPwA Cornpbfatl h 2003 100%Affordable Supportive BeIocIa Center cGuya Seta CDC Loan R°aI R°pary ManagemeMBNainbnarHe Prop I�,�E�n & Owmer Commonly CamarClIes Area SPRING VALLEY 1e Ekwq Devebp°r Cerkaload Laundry Fainly Ta[EMmt Sonde BBSS dMIb Street 27 fAMraom 50%80% AcgrRehffi General Contracbr OIIMOJr CommaMy Meq -IMC-4% Sprang Valley, CA 81971 NO IS 2-Bedmom AM parodyProp"Manage TOKm carryaim DiegonOMEixopwA Lon 100%Albdabb Supportive Services SYAmming Pool Fame., .1 Completed m 2003 Pmider Leaning Center Property Management& Martenance VILLAGE AT SIERRA 1071-BeNaom New Constructin Co Ownx CnDavebpe Community Camerw Mea CaNal¢ed Laundry Feaifties Swimming Pool and Spa U11TC-9% Ciryd Fromm RDAlmn %B/SianeAwwe Fontana, CA 92335 108 12-Bedaom 45%, M, 60%AMI Senior 3PM1ge Rvjea Propuhhw n ger Supportive Serves FMga Room FHLB AW OMdnr Community Aaeaz cLRl Perna. L. Completed in 2003 100%Affordable Pmvida Property Managemnb 8 Maintenance e Owner COmmuney CamhwM5ce ANNwhJ,a HERITAGE POINTE Developer Service Kihhen DMa Pt Bona 8590 MalMen Aveea New Construction Gmea Camacbr Central¢ed Laundry Fealties JHC-4% Rancho Cucamonga, CA 4g 491 -Bedroom 35%,0.5%, Samor Pmperty Meager CoMer tab mp CaaV&&n Rmwhm HOMELmn 91730 60% AMI 100% Affordable SuppnMre Saviors Odtlgor CommunityMeq MHRBMa.P Cummorp RDA Lm Pnnemt Loan PwAMUI f Canpleted in 2003 PmvMe Papery Management&MamfnaRow CntralaM Laundry Faciities IMPRESSIONSAT CwrNV Pool and Spa 6lmmi Bmvklm VALLEY CENTER 882Etl°om New Construction DewebwSwkmmbg Compobr Lab county HOME Ian 15500 Ktidbwn diva 10x1 3238ehmn AW AMI Family supoh Menage &1ppMha SBhiCBA Leanag Center Paha Ve Loen ROA Lmn Pamemt Lmn IMPdES$j��s Vwlavltia, CA 82382 100%Affordable Provider Td -Lm MI.Epay Cwrybind n 2003 OMdoor Commuary Neaz Property Management & Mabtenance Omer DIHEoo sena, COBBLESTONE VILLAGE 20%,30%, AryAMeb Developer Central LaurHy Faoiftles Je C-4% HCD MHP 300E Wghbgmn Avenue Geera Cmitraolor w Esonmde CA 92025 4d W3LBNraom 80%AMI Famly pRop"Manager OUMoor Ccmmumty Meq Ch,cf ®em Roman 1011% 100% A&S Betrnme Propertk'Meapement&Ntintenatce Fx1BAHP Compared h Ai Supportive Services CCRC Nemamm Lem PhNider Dwwpa Equity PARKSIDEDevelops Owner Commonly Cerate A)ffoa Nq Cwroalized Laundry Reaches TmEmM Bek 4035 Park Herren Court W 51.Be60am SD%, 8096 AapRahffi Genal Cntracix Leeming Centra UHTL-4% San Dlego, CAR13 10 3024W. AM Fahy PrOp ager Tot Lot Can Dbn Ha:m Common Farts 53Rehpam 1110%Albrdade CWoor Community Neve Pamventlmn in Compbbetl in 2002 Supportive SaMces Property Management&MarRnmwe Ormapar Mai PmAder New Corwfuclen CI-Ormer Community Candrl0lbe Nn PASEO pELOR0 241-Bedoorn FamilyCantraYzed Laundry Families DXTC-9% 132 Wee Khelon Bond, 503 -Bedroom 3M ALred-Uq Pm'" Leann Canby SuiteaNar to 37 38etroom AMI, 50%AMI SuporNMnaBsr Supportlw, Srvises Swmmn9 Pool Clyd Se MwPw RDA. FHWAHP San Mortes, CA 82089 Completed m 21102 Now Ual H- Magid Merkel -Rale Rovitler OaMoor Community Neas Property Management& Mantenaxa Pennamnt-oen BAeartlffib Chahar Community CdReIOMce Mea SUMMERIDGE 32 EMcier%y Devsloper Centralized Laundry Fadity 818 E. ANaado Street ai-Se8odn 50%,80%, Am Rehab General CaNacbr OUMoor Community Meas GWFA HELP Falnplate CA 92028 % 182E1ed'oom 80%AM Famiy Pmpay Manger TOH➢t LwnN C Can Digo HOME Fun& 100%ABmdabb Supportive Sevicas SY.mming Pool and Spa Pmmmnt-mn — _ Compbtatl in 21102 ProvMer Leaning CerAa Property Management & Maintenance Omter Comnnunhy CenterlOMceNea GaNwRpwr Swimming Pool JHTC-9% CORONA OE ORO 2-Bedraom ab Gataal Cntraz# Tot -Lob ugdcava xokE Lm 880 Met Second Street ]2 n }Betroom 45%, 50% Fanny Family Lnanvg Center ciydcaae RlNlan owl Corns CA 92882 AM Cenal"an" FacifAee FHLB AHP Compbbd in 2001 100%Affordable supMyMeager �aidI, Services ,Mom Community Maas PermwenlBak Loan Property Management & Maintenance PROPERTY NAME TOTAL SPECIAL &LOCATION UNITS UNIT MIX AMI PROdECTTYPE NEEDS UNITS ROLE ONI AMENITIES FINANCING SOURCES SIERRA VISTA Oawer Coronal C.ntarlOffl. Area Centralized Laundry Faclees traliOddmr CommunityDeas Tv£vwml0ad 422LOS lecibi 98 2-Bedroom AcgARehab GsneralCntrenbr URTL 4% evard 192 88 3Be3oom Faniq PROP"Mager Savo Some or Sen Llano HOW11Owxn Loan San Sen Mame, CA 8208& AM AM 100%Afiadable Supportive Swims SYnmming Pool and Spa city Of San hems RBA Loan Compleol 2101 PrevMer Learning Center P—Mr.f Loan ProPsrty Mare9ement& Maintenanm Codal Candel lfu Arse Umar Saddening Pool LIME 9% CROSSINGS New ConetuNoo Devebper Totw caelry of San B.remim HOW Ful 177 W.$oA StreM 1W 482-Bedroen 30%,0.5%, Fermi Property Manager Compaar Lab FALB AHP R al CA 82370u SD%AM ty Supportive Servims Central Laurrty Perdition PanmamrBmk tmn CanpWetln 2000 100%AlbrdabM Prov'der outdoor Communty Areas Properly, ManaOemeM 8 Maintenance Owaen Community CenterlOMm Area Cawbpa Carrell laadry FaaNas ^.> 3 x% VISTA DEL SOL 76 1Betroom AoSl GenerYOMtratr S%dmming Pool Tm$empr bode 15450Amnue 132 48 2-Betroom 60%plRehab Famlry ppp�, Mail Tot Lot Notional Cil y, 83-Batroom AMI A 100% Affordable Serena, Iean'pp Center can Cig of ntiaul qty DEC wn Canptebtlh2000 20M Pr OMdmr Commwity Prean FnnanrlWk Lan Prop" Manegenad 8 Maintename Owner Community CenterlOBra Area ARBOR VILLAS 7 al AMI COYB� eral tmhcbr SYrmming Pael c' blynneudde RDALam 4881 Plumose pee any 25 50%AMI 40%, 5096, F�IRehab M Prop" p"Manager Int-Lot Of AHP Yorba Under, CA 92888 3480%AIA 60%AM 100%AAadzble Suppntrue Services Central laun@y FaciNnas PemimmrSea Lam Cordpktedin IWO OUltloor Conmuniry Areas Provider Property Management B Maintenance - CORONA DEL REY 1148 D S 50%,80%, Canner DeneeklAdyfiterf Cm.1 Cmtrx4r Community CentalOAam Area TAIw Central Laundry Faiftim pry Mac AE Lm1� A Cann&CA02BB2 160 1002-Betlraom 80%AMI Fanny Property Manager Areae Cip'a Case RDALaen FH Pt CompMtetln198B f00%AihdabN Sgpol Swims Provtder Prop"Opedear PTopatY MenogemertBMadMerdoe PwnerenrEaAL� 0e1Mr ConmuntyCnlerlOMm Area PROMENADE AryRiMao Dbpa am Csnralbred Laundry Facilities 7exEmnNBada 1333W.Gwey Avenue 28 SWdio 4YN,50%, Faniy General Caltac6x Summing Pool and Spa LIHTC.4% G 1 Nordin 124 W1-Bad000m 60% AMI Hotel Conversion Prop" Manager TM lot Ciryd Wen Wre PDArmi West Covina, CA91780 Spport"kms lbor Community Areas ON FHLBAHm in iS% 100%AOadable PIOVW Property Management B Mal.... -manComDbted 0e1ar SUMMERWOOD Daabpm Candy CerdalOMm Area -- 3827211th StrmtEast 181-Ba3mm M.,d, AcryRehab Gean"C acbr CandoilIzed Launtlry FadRy Ciry d Palmdale RDA Loan Patent", CA 93550 54 372-Ba3mm AM Fanny Pool" Manager gMoor COnnool Areas FHLB AHP 13-Bedroom III AtfordobN sup""Swims Tol Wasningtonm"Pwmanm Lam Compkbdb 1889 Robiddr Property MdnageoMmO&MArtenanm Oawar Developer Caamndy Caunrq M. vena Sea lm Kilohm 7v�,emr donde VILLA SEREN4 36 t-Bearden 35%,45%, AtryRebab Families Centra&etl Laundry Faciities LIHTc-ax 539340Mams Street 136 BS2 Side, foolery Seainning Pool Covnanf sen Llano HOME Loan San Maros, CA 82088Tot Prop" Manager PropertyMnna let ciryasen Mwaa HDA Loan m Complaletl in 1989 Oxdm 23Babmm AN AN 100%AOatlabb SPlobider SerMms OlNloa Canmunily Areas FHLB AHP i Property ManaAernentB Manbnarim Pmmnal VI BRAVO MOBfLE HOME PARK Omar Devebper Canmuniry Cenlorl01f1ro Area Swmmin9 Poo l 4041 bel Road 1% 50% 80% 120%AMI Senior General General Contrac4r Prop" Manages Tot-let Contra Laundry"i Mobilo Hone Peri Pmeve Oona CamryaRMeadeEMLom ' tle, 92509 tOD%ARatlable di Canpbbd'm 1898 Caro ore SLmandereSwims AbrsReve Outdm,Community Area Provider PropertyManagement 8Mainbnanm Amar Conroe¢/ Cenfer101Fm Area Ceferra etl Laundry Faatitiee LAOUINTA AcglRehab Ga�iar�aNscbr Swimming Pool and Spa egad Pambwe ROA Loen 383011e,CAQ tEul 1W 18 1bedrmm 40%50% Famiry Property Mania Talnt MLB AHP PehdeN, CA 93550 842-Bertram AND 100%AOardebb SM Leantrg Canaan Waaarl Mol Peor Loan Conpbbdin 1907 Coal Community Area �idn' Property Management& Mebtennm SIX VIVA 3820411th Slae Eeat 511Asdmm 4096,50% Ac"phab Ones, GeneneP Centracbr Candal hued, Fealties Totlot Ciryd Pemdn ROALone FaNly Outdoor Commor dress FHLBAHP Prid20 CA 93550 23243eldoom AM 10096AAmdeble Prop"Manager Washianbn Mutual Pmnerer4 Loan Completed! Compbtetl h 1887 Supp,do,a Savxes P NdMr Property Mana9emenlB Mairltenanm SPECIAL PROPERTY NAME TOTAL UNIT MIX AMI PROJECTTYPE NEEDS ROLE ONSITE AMENITIES FINANCING SOURCES &LOCATION UNITS UNITS Omer CommmRy CenWX46ce Area Devebpe Swimming Pool COLONY A,IR&ab Genmalcnndr r C.,w Lab 221 N. YCStreetIS O 18edr9Om 10%50% Family Property ManagerCentral Laundry FadiBea CpdSm BwmNIro HOME Luer Redlmtle, CAA 82373 RWW S BB 2 -Bedroom AMI MxetlRate stipporldPOAMI eServims Areas Pnnvml �" CampbtedinlBBe SAfl¢rd.bl.tlable Rnitler Prop"CcmmunBy POpety MaugementB Manlenanm IMPRESSIONS 38055 fOtr15trm1Easl 24 " 58 1- ArylReaab Omer Develow General ContracW Comnual, CerxelOMce Area Centralzstl Laundry Facades Swimmbg Pool and Spa C4dRlmele6DAt. PatrndM, CA 93550 109 Bedrwm'A 292- Senior 100%Aliedable Property Manager OOdoor Community Meas FHLO AHP ulton wealnpmn Mumelvemm Compblml in IBES Suppornie Sew Pmpeiny Management A Mainadance Prouder Swarming Pool (2) and Spa Cane TTO-LO(2)f0244Aanow MONTEREY VILLAGEDevebpe AcyReM1zh BPnM CNrA Rohe 0l4k,kaOn 35%1 45%, Fannity Gnera CaNxb Tannie CqM Clryol RamMCuxnwige RCAl RaWio Cummoll9a, CA 221 1282 -Bedroom 8096,80% MAetldable Rale Property Manager Fines Cerder Pameml Dara. Loan 81730 AMI BAlbrdabb SuppoNve Saviors Laundry Fadiees CpnpYOd in 1896 POidar OIAdoo Oultloor Community Areas Po Mena einem& i 2dance Winer C.*.VW Laundry FadiBss MOUNTAINSIDE AWR anal, DevebW Swimming Paul and Spa 9181 Foclhal Bowleved 35%,45%, General ContracW Compumr Lab CaHFA Ranch1801-Bedroom Cucemaga, CA 381 8096,80% F.1y Poperty Malger InaninA CenW Ci9d Rain Cc more RDAtoen 0730 81730 221 2 -Bedroom AAed laWa Made -Rate BABordebM wpportMa Saiioaa Spans CouYs Peimarenl B.nF tan Compkledm 1888 Provider OUldcor Community Meas %opemy Management& Manlenanm RENAISSANCE VILLAGE 181-Bebown AdqRly ada FarnNeiAxNolhood Owner Alaw � �r CommunpY CeOWIOMca At. Centrahetl Laundry Fxifpes Swimmhg Pool CoaRialm RDALan namdod 220 N. GknwmE Avmm 1N 3S2-Bedropn 50%,80% Prop"Mana Prop" Tollnt FHLB AHP Mind, CA W376 SO 3 -Bedroom AM L., GanW PnrmmlLwn CampNtetl in 1888 14Bed°°m ReviNool,an Outdoor Community Mees 100%ABortlabb Swims ProvMar Popery Manpament&Manananm SYCAMORE SPRINGS AaRehab W r Develoe Cammnlly GnlerlOMm Mea wine Undated! laFacilities Sewn Orion.,Orion.,712 ndry CLYHFA e tb B14atlroom 35%, S%, 60%,% Fatuity oPAYMan er LeaCentro ROA Lan AoLonaa,CA91701 Compibd'n 7805 142-edm AMI Med Makin -Rain &Afladabb SUPpadve Saviors WModi-PadOPencMea Tot -Lot P.,11anki. Provider Property, Mangamnt&Mainlenance RANCHO VERDE AcglRebab DeveloperVILLAGE COmnunky Csavy08Ci Area Centraided Laundry FadiBes Swimming Pool antl Spa ZL Avenue 120 1 -Bedroom 35%,15%, Family GenealDenE¢LM Let 218 128 2 -Bedroom 80%, B3% Popery Maiager Easacopweem Rmic,n Cu Cucemaga,CA ANI MAetl Merkel -Rale SAMida,+e Sevwvs Ieaninp CenW La PmvmlBaw Lori 91]30 917M BAlbrtlab�a OuMoor Community Meas Compkmtl in 1983 Pr°vde Property Management&Mainbnanm