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20. Maitri Transitional Housing ProgramCOMMUNITY DEVELOPMENT DEPARTMENT HOUSING SERVICES DIVISION CUPERTINO CITY HALL 10300 TORRE AVEPJUE • CUPERTINO, CA 95014-3255 (408) 777-3251 • FAK (408) 777-3333 Summary Agenda Item No. 20 Agenda Date: May 5, 2009 Subject: Consider approving the Final Relocation Imp;~ct Statement and Last Resort Housing Plan for Maitri's Transitional Housing Program. Recommendations: Staff recommends the City Council approve the Draft Relocation Impact Statement and Last Resort Housing Plan for Maltri's Transitional Housing Program. Background: On March 20, 2009, Maitri closed escrow on a four unit, multi-residential property in Cupertino to be used as transitional housing fir victims of domestic violence. As a result of the purchase, three households currently o~~cupying the property, which are not Maitri clients, will need to be permanently relocated. The fourth unit is vacant. The cities providing federal funding to the project require the project sponsor, Maitri, to offer relocation assistance under the federal Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (CTRA). Draft Relocation Impact Statement and Last Resort Housing Statement: Maitri secured the services of a relocation specialist, Associated Right of Way Services, Inc. (ARWS), in November 2008 to prepare the Draft Relocation Impact Statement and Last Resort Housing Statement (the "Stateme:nt"). The Statement, Exhibit A, considers the needs of the current residents of the four-plex and available replacement housing, describes the relocation assistance available to the residents and describes the commitment of Maitri to provide relocation assistance. The Statement also contains a handbook for current residents. ARWS has estimated the relocation costs for all three families at approximately $125,000 - $165,000. Maitri has budgeted $200,000 to cover relocation costs. Should the costs exceed $200,000, all the participating cities would be approached for a pro rata share of the additional relocation costs. 20-1 Consider approving the Final Relocation Impact Statement and Last Resort Housing Plan for Maitri's Transitional Housing Program. May 5, 2009 Page 2 of 2 Nezt Steps: The Statement was distributed fora 30-day review and comment period on Apri13, 2008. To date, the City and ARWS have not received any comments. If comments are received before the May 3`d deadline, they will be presented to the City Council and addressed in the Final Statement considered for adoption on May 5th. PREPARED BY: Vera Gil, Senior Planner REVIEWED BY Aarti Shrivastava, Director of Community Development Attachments: Resolution No. 09- APPROVED FOR SUBMITTAL: David W. Knapp City Manager Exhibit A: Final Relocation Impact Statement and Last Resort Housing Plan 20-z RESOLUTION N0.09-071 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ADOPTING TfIE FINAL RELOCATION IMPACT STATEMENT AND LA:~T RESORT HOUSING PLAN FOR 19489 ROSEMARIE PLACE, CUPERTINO, CA WHEREAS, the Housing and Community Development Act of 1974 provides that funds be made available for the Community Development :Block Grant (CDBG) program which pursuant to the Uniform Relocation Assistance and Real ]?roperty Acquisition Policies Act of 1970, as amended (42 U.S.C. 4601 et seq.) and the implementing regulations found in the Code of Federal Regulations (49 CFR Part 24), requires that a public entity prepare a relocation study for all persons to be displaced, as a result of a project can~ied out by a public entity; and WHEREAS, on April 15, 2008 and December 16, 2008, the City Council awarded CDBG funding to Maitri for the purchase of a four-plex for use as transitional housing for victims of domestic violence; and; WHEREAS, the acquisition would result in th~~ displacement of families and persons and require; and WHEREAS, Associated Right of Way Services ha.s prepared and circulated for public comments a Draft Relocation Impact Statement and Last Resort Housing Plan for all persons to be displaced as a result of the purchase of 19489 Rosemarie Pla~~e; and WHEREAS, pursuant to Uniform Relocation Ass;~stance and Real Property Acquisition Policies Act of 1970, as amended (42 U.S.C. 4601 et seq.) and the implementing regulations found in the Code of Federal Regulations (49 CFR Part 24), the Draft Relocation Impact Statement and Last Resort Housing Plan states that there are suitable housing units available and ready for occupancy at comparable rents suitable to the needs of displaced persons. Said units are decent, safe, sanitary and otherwise standard dwellings; and NOW, THEREFORE BE IT RESOLVED, that tht; City Council of the City of Cupertino hereby adopts the Final Relocation Impact Statement and Last Resort Housing Plan for 19489 Rosemarie Place. PASSED, APPROVED AND ADOPTED by the- City Council of the City of Cupertino at a regular meeting held on the 5th day of May 2009 b3~ the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST: City Clerk APPROVED: Mayor, City of Cupertino 20-3 DRAFT Relocation Impact Statement and Last Resort Housing Plan Maitri Transitional Housing Program at Rosemarie Place Project Prepared for Maitri and the City of Cupertino Submitted by Associated Right of Way Services, Inc. April 2009 ASSOCIATED J ~ ®RIGHT OF WAY SERVICES, INC. 20-4 Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan TABLE OF CONTENTS ~f~ ASSOCIATED ~ ~ 1~ jl~~ RIGHT OF WAY ~~ SERVICES, (NC. I. EXECUTIVE SUMMARY Project Scheduling ............................................................................................. 3 Project Assurances ......................................,.................................................. 3-4 II. ASSESSMENT OF NEEDS Occupant Characteristics ................................................................................... 5 Special Circumstances ...................................................................................... 6 Available Housing ........................................................................................... 6-9 Concurrent Residential Displacement ...............................................................10 Temporary Housing ..........................................................................................10 Project Cost Estimate .......................................................................................10 III. RELOCATION ASSISTANCE PROGRAM Definition of Terms ...................................................................................... 11-12 Summary of Residential Occupant Benefits., ....................................................12 A. Relocation Advisory Assistance ........................................................ 12-13 B. Moving Cost Assistance ................................................................... 13-14 C. Rental Assistance ...................................................................................14 Last Resort Housing Program ...........................................................................15 Appeal and Grievance Process .........................................................................15 Claim Processing and Distribution of Payments ................................................16 Governing Regulations .....................................................................................16 APPENDIX Map of Project Area Residential Relocation Assistance Program Informational Brochure or Federal Residential Relocation Handbook as stated on Appendix Page 20=5 Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED RIGHT OF WAY SERVICES, INC. Executive Summary Since 1999, Maitri, anon-profit organization, has rented a residential property to operate its Transitional Home Program ("THP"). Maitri's THP is designed to provide shelter for women and children displaced from their current homes by domestic violence, cultural displacement, and unresolved family conflict. Currently, the location where Maitri operates its THP is not adequate for providing all of the services that Maitri could offer to better serve its clients. In order to expand the scale of Maitri's THP and ensure that Maitri is able to provide the supportive housing services that its clients require, Maitri acquired the property located at 19489 Rosemarie Place in the City of Cupertino (the "Property"). The acquisition of this property will enable Maitri to lengthen the amount of time that a client can occupy a room; provide off-site case management allowing for a more suitable and less constrictive living conditions; provide separate areas for children to safely learn and play; and ultimately, allow its clients to benefit from Maitri's counseling and case management services while transitioning into a safer permanent living environment. The acquired property is a four unit, multi-family, residential property located off of Miller Avenue, just south of Stevens Creek Boulevard. The property consists of two three-bedroom and two two- bedroom townhouse-style units, three of which are currently occupied. Maitri intends to utilize CDBG and HOME funds for the proposed Transitional Housing Program at Rosemarie Place Project ("Project"). The Cities of Cupertino, Santa Clara, Sunnyvale, Mountain View, and Milpitas have committed CDBG and/or HOME funds to Maitri for this Project. Additionally, individual private donors have committed funds to Maitri for this Project. The Project will not require the reconfiguration of any units. Some minor rehabilitation of the units will be required in order for Maitri to begin operating its THP. This rehabilitation includes ADA compliance retrofits and improvements, minor repairs, and deferred maintenance and/or replacement of worn interior components. As a result of this Project, three households currently occupying the property, which are not clients of Maitri's THP, will be affected and will have to be permanently relocated. Associated Right of Way Services, Inc..("AR/V1/S") has prepared and will administer this Relocation Impact Statement and Last Resort Housing Plan ("Statement") under the direction of Maitri and the City of Cupertino ("City"). This Statement provides the results of a needs assessment survey, a housing resource study, and details of the City's proposed relocation program. The housing research conducted for this Statement has demonstrated that there are an adequate number of comparable rental units in the Cupertino area to accommodate the needs of the three households that will need to permanently relocate. The City will need to provide advisory and monetary assistance to allow these three households to secure comparable replacement residential dwellings. In order to provide Relocation Assistance, the City will provide Federal required assistance in accordance with P~6'~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan (~~ ASSOCIATED ~ ~ 1( -1,~ RIGHT OF WAY ~'J SERVICES, INC. the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (42 U.S.C. 4601 et seq.) and the implementing regulations found in the Code of Federal Regulations (49 CFR Part 24); ("the governing regulations"). No displacement activities will take place prior to the required reviews and approval of this Statement. Project Scheduling This draft Statement will be circulated for a public review and comment period in April of 2009. Comments received during that period will be incorporated into a Final Relocation Impact Statement and Last Resort Housing Plan ("Final Statement") that will be presented to the Cupertino City Council for consideration in May of 2009. If the Final Statement is approved by Council in May, Maitri will then begin the relocation of the three households. The households will be provided with at least 90 days ~~dvance written notice of when the property must be vacated. An August 2009 vacancy date is anl:icipated; therefore, athree-month displacement period is estimated. Project, Assurances Maitri and the City are ~;ommitted to providing relocation assistance to each residential tenant occupant who was in legal occupancy of the property for at least 90 days prior to Maitri's presentation of the first written offer to purchase the property. Persons who do not meet the occupancy requirements may be eligible to receive limited benefits. In addition, it is the City's intent that: • This Statement is made available to the public:, including the displaced persons and any other interested parties for review and comment. • The displaced persons and members of the public will have an opportunity to comment on this Statement during a 30-day review and commE:nt period. All written comments and responses will be included in the Final version of this StatE;ment. • All persons displaced as a result of this project shall receive fair and equitable treatment. • No displaced person will suffer disproportionate damages as a result of a project proposed for the public's benefit. • No eligible displaced person will be required to move unless adequate replacement housing is available to the displaced person, regardless of race, color, religion, sex, or national origin. • No displaced person will be required to relocate unless comparable, affordable replacement housing is available within the City. • Each displaced person will be assisted by a I~elocation Advisor who will assist the occupant through each step of the relocation process. • No eligible displaced person will receive a 90-Day Notice to Vacate or be required to relocate without first receiving a Conditional Entitlement Letter for Relocation Assistance, a Relocation Brochure, and referrals to available, comparable replacement housing. Pam ~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ®® ASSOCIATED 1 ~ RIGHT OF WAY SERVICES, INC. • A Relocation Advisor will provide each displaced person with a Relocation Brochure which will explain all relocation assistance available and a Conditional Entitlement Letter which explains the specific assistance and options available. A calculation of any monetary assistance will be included in each Conditional Entitlement Letter. • Relocation assistance payments will be made in a timely manner. Payments for replacement housing will be based on the City's Housing Valuation Study and "spend-to-get" requirements. • Eligible benefits and payments as required by the governing regulations will be provided to all displaced persons. • The City's relocation assistance program is adequate to provide orderly and timely relocation of all displaced persons. • The City has required Maitri to set-aside funds to pay all required moving costs, replacement housing payments, and other relocation benefits, including Last Resort Housing payments. All relocation benefits will be offered by Maitri and administered through AR/WS. Pa~_g Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED RIGHT OF WAY SERVICES, INC. Assessment of Needs In order to determine the Project impact and the fE:asibility of permanently relocating the occupants into the surrounding community, two of the three households agreed to be interviewed for this Statement and provided general household and income information to the Relocation Advisor. In addition, general household information was gathered from the previous property management company. Available rental housing information was gathered through research of area newspapers, property management companies, ar~d on-line rental research sites. Occupant Characteristics There are a total of eight occupants living in the three occupied units. Although each household's characteristics are unique, some general occupant and household characteristics can be helpful in undE~rstanding the housing needs of the occupants. Therefore, some general characteristics are listed below: Total Number of Units: 4 Number of Occupied Units 3 Total Number of Occu ants Livin in Units 8 Number of Occu ants Over 62 Years of A~ e 0 Number of Occu ants between 18 and 61 Years of A e 5 Number of Occu ants Youn er Than 18 Years of A e 3 Number of Occu ants with S ecial Ph sical or Mental Needs 0 Number of Households Who Will Need to Permanent) Relocate Off Site 3 T pe of Housing Units: Two-Bedroom Townhouse 1 Three-Bedroom Townhouse 2 Total Number of Occu ied Housin Units 3 Locational Needs. Two of the households reported that they enjoyed the convenient location of the Property and its close proximity to the locations of public facilities and the schools attended by members of their households. A Relocation Advisor will work with the households to identify available, comparable replacement housing that is equally accessible to the households' needs. Household Income. During the process of interviewing the households for this Statement, an attempt was made to obtain as much income information as possible. Based on the income information obtained during the household interviews, the households qualify as low to very-low income when compared to the 2009 Area Median Income Limits for Santa Clara County. The Relocation Advisor attempted to verify household income for this Statement. Not all household incomes were certified; therefore, projections vrere made for these households. _ • Current Rent. The Property is currently renting slightly below-market rates; ranging from $1,550 to $1,800 per month for the two and three-bedroom units. P~e95 Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ~~ ASSOCIATED J ~ RIGHT OF WAY SERVICES, IIVC. Special Circumstances In some cases special circumstances may need to be considered in the moving or relocation process that would result in additional Advisory Assistance. These circumstances may include, but are not limited to, occupants with physical, mental, or emotional limitations. Based on the interviews with two of the three households and information gathered from the property management company, no special circumstances were identified. However, if special circumstances exist, the Relocation Advisor will be available to meet with these occupants in their homes and will offer to meet with family members if requested. In addition the Relocation Advisor will take into consideration the type of replacement housing needed to accommodate any access and/or safety concerns. Available Housing A survey was conducted in March of 2009 to identify available housing units in the Project area. Two three-bedroom and one two-bedroom townhouse units will be required to adequately relocate the three households. Therefore, the survey focused on confirming the availability of the number of housing units, which contain the required minimum number of bedrooms and are of adequate size for each household. The survey indicated that in the Cupertino area there are limited numbers of two and three- bedroom townhouses available for rent. Therefore, the search was expanded to include two and three-bedroom townhouses, condominiums, low-density dwellings, and single-family residences. The expanded search indicated there will be a sufficient supply of two and three-bedroom townhouses, condominiums, low-density dwellings, and single-family residences available for the three households to relocate to during the displacement period. Rent for two-bedroom townhouses, condominiums, low-density dwellings, and single-family residences ranges from $1,650 to $2,100 per month. The average rental rate for atwo-bedroom dwelling is $1920 per month. Rent for three-bedroom townhouses, condominiums, low-density dwellings, and single-family residences ranges from $1,750 to $2,595 per month. The average rental rate for athree-bedroom dwelling is $2,202.18 per month. However, it is expected that three-bedroom dwellings currently available for rent at abelow-market rate may not be available throughout the displacement period. Therefore, it is estimated that the average rental rate for three bedroom dwellings throughout the displacement period will be $2,420 per month. A minimum of 23 two and three-bedroom dwellings were available on the private market during the survey period. In summary, the survey indicates that although there are two and three-bedroom townhouses available for rent on the market, the projected number of townhouses in the Cupertino area that will be available to the affected households throughout the displacement is limited. However, there is a sufficient amount of two and three-bedroom dwellings available to accommodate the three households being displaced. Therefore, it is anticipated that during the displacement period, two Pape fo Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED I ~ ®RIGHT OF WAY SERVICES, INC. and three-bedroom townhouses, condominiums, low-density dwellings, and single-family residences may be used as available and comparable replacement housing units. However, this may change at the time of displacement. SincE: the majority of these sites are not within the financial means of the displaced persons, Last Re:;ort Housing provisions may apply. The following listed housing units are an example of comparable units that are available. No determination has yet been made as to their direct comparability to the subject properties. City of Cupertino Rentals -March 2009 Two-Bedroom Townhouses, Condominiums, Low-Density Dwellings, and Single-Family Residences Garage parking, on- 10292 Terry Way Townhouse 2/1.5 $1,650 site laundry, and hardwood floors. Living room/dining 10570 S. Tantau Avenue SFR 2/1 $1 700 room, 1-car carport, , fenced yard, and pets oka u on a royal. New carpets, freshly painted, two-car 10289 Menhart Lane SFR 2/1 $1,700 garage, backyard, washer and dryer included. Hardwood floors, new 10291 Alpine Drive Triplex 2/2 $1,850 paint, new carpet, and a ara e. On-site laundry, garage parking, pool, 10100 Torre Avenue Townhouse 2/2 $1 950 24-hour fitness center, , unit located on the 3rd floor. Two-story unit and with elevator. Carport parking, two- storyunit, private Hooshang Ct. at McClellan Townhouse 2/2 $1,950 backyard, no smoking and no pets, washer and d er in unit. Top floor unit, upgraded fixtures, Prospect at De Anza Blvd. Condo 2/2 $1,950 fireplace, pool, washer and dryer in unit. Pool, two-car covered parking, stainless appliances, large 4671 Albany Circle Condo 2/2 $1,985 patio, fireplace, double dressing room, and in-unit washer and d er. Pt~'el z' Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ~~ ASSOCIATED I ~ 1- -1~\ RIGHT OF WAY 1 i ~1 SERVICES, INC. Unit located on the 5th floor, gas cook 20488 Stevens Creek Blvd. Condo 2/2 $2 000 top, granite counters, #1502 , garage parking, and washer and dryer in unit. Rio Rita Way at Lago Vista Townhouse 2/2 $2,100 All appliances included, and no Circle smokin . Pool, split level unit, 20072 Northcrest Square Townhouse 2/2 $2,100 fireplace, and laundry hooku s. New floors, crown 7100 Rainbow Drive #11 Condo 2/1 $2,100 molding, granite counters, and ools. P~re~$ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan City of Cupertino Rentals -March 2009 Three-Bedroom Townhouses, Condominiums, Low-Density Dwellings, and Single-Family Residences ASSOCIATED RIGHT OF WAY SERVICES, INC. ~. .- -. .. Included refrigerator, Johnson Ave. at Barnhart SFR 3/1 $1 750 stove, 1-car garage , with storage, washer and d er included. Stevens Creek at Lawrence Two-story unit, Expressway Townhouse 3/3 $1,799 shared court yard, and no ets. Wall-to-wall carpet, fireplace, 1-car Sterling Blvd. SFR 3/1 $1,980 garage, private backyard with BBQ it, washer and d er. Large kitchen, Wunderlich Dr. at Bollinger SFR 311 $1,980 fireplace, backyard, and ara e. Fenced backyard, 10141 Miller Ave. Duplex 3/1 $2,195 dual pane windows, 1-car garage, washer and d er included. Pool, new carpet, 7269 Via Vico Condo 3/2.5 $2,195 new paint, and two- car car ort. One story unit, new paint, new carpet, Sterling and McClellan Condo 3/2 $2,200 fireplace, pool, washer and dryer in unit. Remodeled unit, wet Clarendon St. at S De Anza bar, two-car garage, . Blvd. Townhouse 3/2.5 $2,485 pool, no smoking, washer and dryer hooku s. Large family room, Caroline at Maxine SFR 3/2 $2 500 updated kitchen, , hardwood floors, washer and d er. Backyard, no pets, gardening service 1363 Poppy Way SFR 3/2 $2,545 included, fireplace, washer and dryer included. Private courtyard, no 8086 Park Villa Circle Townhouse 3/2 $2,595 pets, no smoking, and two-car ara e. F>~ ~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED I ~ ®RIGHT OF WAY SERVICES, INC. Concurrent Residential Displacement Currently there are no other proposed displacing activities within the City's jurisdiction which would impact upon the ability to relocate the displaced persons. Temporary Housing There is no anticipated need for temporary housing. Should such a need arise, the City would respond appropriately and in conformance with all applicable laws and requirements. Project Cost Estimate The following estimates are for budgeting purposes only. These figures should not be interpreted as firm, "not to exceed" or actual entitlement costs. These figures are based on the data obtained through occupant interviews, current project scope, replacement site availability, market rent research, and the judgment and experience of the writer. They do not include payments to consultants or to contractors. Most Probable Cost High Estimate Cost to Permanently Relocate 3 Households: $125,000 $165,000 Pam ~~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan (~~ ASSOCIATED I ~ 1~ ~}~~ RIGHT OF WAY ~~J SERVICES, INC. Relocation Assistance Program This portion of the Statement summarizes the City's Relocation Assistance Program as it pertains to the occupants of the Project at Rosemarie Place in Cupertino. This summary of benefits has been provided for general information purposes only and it is not meant to be interpreted as law. Pursuant to Public Law 105-117, aliens not lawfull~,r present in the United States are not eligible for relocation assistance, unless such ineligibility would result in exceptional hardship to a qualifying spouse, parent, or child. All persons seeking relocation assistance will be required to certify that they are a United States citizen or national, or an alien lawfully present in the United States, Definition of Terms This Statement uses various acronyms and terminology that may be unfamiliar to some readers. Therefore, the definitions of various terms and conditions have been presented in this section in order to provide the reader with a greater under:~tanding of the Relocation Assistance Program available to the project occupants. Comparable Replacement Dwelling A definition of a comparable replacement dwelling is a dwelling that is of similar size and type to the acquired dwelling. Amore specific definition would include: • Decent, safe and sanitary as described below. • Functionally equivalent to the displacement dwelling. The term "functionally equivalent" means that it performs the same function, provides the same utility, and is capable of contributing to a comparable style of living. • In an area not subject to unreasonable adverse environmental conditions from either natural or human sources. • Currently available to the project oc~;upants. • Within the financial means of the displaced person, either by their own means or through assistance from the City and Maitri. Decent, Safe & Sanitary (DS & S) In order to meet decent, safe and sanitary requirements, a replacement site must meet the following criteria: • Be structurally sound, weather tight and in good repair. • Contain a safe electrical wiring systE~m adequate for lighting and other devises. • Contain a safe heating system capable of sustaining a healthful temperature. • Be adequate in size with respect to the number of rooms and area of living space needed to accommodate the displ~lced person. This shall be interpreted to mean that no more than two persons shall occupy a bedroom and one person in the living room. Pa~g_ a~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ~~ ASSOCIATED ~ ~ RIGHT OF WAY SERVICES, INC. • Contain unobstructed egress to safe, open space at ground level. ~ If the dwelling unit is on the second story or above, with access directly from or through a common corridor, the common corridor must have at least two means of egress. • For a person who is mobility impaired, be free of any barriers that would preclude reasonable ingress, egress, or use of the dwelling by such person. Displaced Person Households that are required to move from the Project area. These households will be eligible to receive Relocation Advisory Assistance, Moving Cost Assistance and Rental Assistance Payments. Summary of Residential Occupant Benefits The City has adopted the following Relocation Assistance Program in order to provide the Project occupants with the benefits to which they are entitled under the governing regulations. A. Relocation Advisory Assistance A Relocation Adviser will be assigned to each household. The Relocation Advisor shall provide ongoing advisory assistance by assisting the occupant in locating and securing a comparable replacement dwelling. In addition, the Relocation Advisor shall ensure that each household receives the following: 1. Each household will receive written documentation informing them of their rights and the availability of relocation assistance. 2. Each household shall be interviewed by their Relocation Advisor in order to ascertain replacement needs. The Relocation Advisor shall request documentation concerning length of occupancy, occupant income, public assistance, and other pertinent information. 3. A Housing Valuation Study will be prepared on the availability of replacement housing in the area. Consideration will be given to the condition of the dwellings and whether or not they compare favorably to the acquired site. A determination will then be made as to the reasonable cost for each type of comparable replacement dwelling needed. Each household will then receive a Conditional Entitlement Letter that will explain the specific relocation benefits to which they are entitled. 4. The development of this Project shall be so scheduled that no displaced person lawfully occupying the Property shall be required to move from their dwelling without a written 90 days' notice from Maitri of the date by which such a move is required. The 90-Day Notice to Vacate will also include a list of referrals to available replacement sites in the area. The Relocation Advisor shall also inform each household of the vacate policies that will be pursued in order to carry out the Project. 5. Each household shall receive current and continuing information on the availability of comparable replacement sites in the area. Pale ~~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED RIGHT OF WAY SERVICES, INC. 6. Each household shall be assigned a Relocation Advisor who shall act as a liaison with prospective landlords, realtors, commercial brokers and the City. The Relocation Advisor shall provide documentation to prospective landlords concerning residential rent differential payments and security deposits. In addition, the Relocation Advisor shall help each household complete relocation claims that will be submitted to the City and Maitri. The Relocation Advisor shall al:;o deliver relocation payments to the households or to their assignee. 7. Should a household have a grievance against the City in regards to relocation policies and procedures, the Relocation Advi:~or will provide the household with information concerning the City's grievance procedures. 8. The Relocation Advisor shall inspect the replacement site for each household to ensure that the unit meets decent, safe and sanitary standards. 9. The Relocation Advisor shall provide any services required to insure that the relocation process does not result in different or separate treatment of occupants on account of race, color, religion, national origin, sex, marital status or other arbitrary circumstances. 10. The Relocation Advisor shall provide referrals to other local assistance programs to the households in order to minimize their hardships. When needed, referrals to housing, finance, employment, training, health ~cnd welfare, and other assistance programs will be provided. B. Moving Cost Assistance Each hotsehold is entitled to receive a moving payment from the City and Maitri to move their personal property to their replacement home. Each household may elect one of the two options for cost reimbursement as outlined below: Moving Cost Allowance. A household may choose to move their own personal property to the replacement site and to submit a claim based on the following Moving Cost Allowance Schedule published by the Code of Federal Regulations. Occupant owns Furniture -Number of Rooms of Furniture 1 Room 2 Rooms 3 Rooms 4 Rooms 5 Room: 6 Rooms 7 Rooms 8 Rooms Additional room $625 $800 $1,000 $1,175 $1,425 $1,650 $1,900 $2,150 $225 Pam ~~ Maitri Maitri Transftional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED RIGHT OF WAY SERVICES, INC. Professional Moving Assistance. The household may choose to have a professional moving company move their personal property from their home to their replacement site. The City and Maitri will pay actual moving expenses based on the lower of at least two acceptable moving bids from qualified professional moving carriers. The City and Maitri will pay all reasonable costs to pack, move and unpack all personal property up to 50 miles from the displacement site. If an occupant chooses this option, a professional moving company may be paid directly by the Maitri to perform the move. C. Rental Assistance A Rent Differential Payment is a payment made to a displaced residential tenant to assist with an increase in rent at the replacement site and to make the replacement housing affordable to the displaced tenant. The Maitri, with City oversight, will make all Rent Differential Payments either directly to a tenant or to the tenant's designee. The purpose of a Rent Differential Payment is to allow a household to relocate to a comparable replacement dwelling without having to pay an increase in rent for a maximum of 42 months and to make the unit affordable to the tenant. If the household provides adequate documentation, then the City will calculate the Rent Differential Payment based on income and on current rent. The household will be eligible to receive a payment based on whichever method proves to provide the greatest assistance. Each permanently displaced tenant household will receive a Conditional Entitlement Letter that describes all relocation benefits and the maximum Rent Differential Payment to which the household is entitled. The Conditional Entitlement Letter will also explain the "spend to get" requirement. The "spend to get" requirement means that benefit payments will be made by Maitri, with City oversight, only when the tenant demonstrates that entitlement amounts have been or will be spent. Rent Differential Payments must be used for reasonable and necessary expenses related to replacement housing. If an occupant so chooses, they may use their Rent Differential Payment to purchase a replacement dwelling. If the occupant chooses this option, they must use the funds for a down payment and for non-recurring closing costs for a decent, safe and sanitary replacement dwelling. Maitri will deposit down payments directly into the escrow account to purchase the replacement site. Pa~_ agi Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan ASSOCIATED RIGHT OF WAY SERVICES, INC. The Last Resort Housing Progr~~m Housing of Last Resort is a program that allows ft~r the implementation of certain regulations if the Rent Differential Payment exceeds the standard limits ($5,250) as set by Federal regulations. These regulations stipulate that whenever a program or project cannot proceed on a timely basis because comparable replacement dwellings area not available within the monetary limits, the displacing agency shall provide additional or alternative assistance under these provisions of last resort housing. If project occupants fall into this category, it will be necessary for the City and Maitri to provide Last Resort Housing for the occupants. Several methods to provide Last Resort Housing to qualified households are available to the City: 1. Provide supplemental funds in excess of the standard limit to allow occupants to replace their current home with a comparable replacement dwelling. All payments are based on the most comparable replacement property as approved in the City's Housing Valuation Studies. Occu~~ants must meet spend to get requirements in _ , order to claim payments. 2. Build new replacement housing or rehabilitate existing units or provide funds for private parties to rehabilitate existing units for occupancy by displaced households. Recommended Action The most flexible of this Last Resort Housing options is for the City and Maitri to pay Rent Differential Payments in exces:~ of $5,250 for the households. Since there are adequate replacement dwellings vacant and avr-ilable, building replacement housing units and managing the property is not recommended at thi;~ time. It is also highly unlikely that construction of new replacement units could be completed to meet the project's schedule. A study of the local housing market indicates that there will be an adequate supply of replacement dwellings available during the expected displacement period. Some of these units, however, would not be affordable to some of the households if the standard- relocation payments were made. The recommended course of action is for the City to ~~rovide supplemental replacement housing funds for comparable replacement dwellings. The Appeal and Grievance Process In the event an occupant believes he has been denied an eligible benefit, or disputes the amount of any payment, or has been discriminated against in any manner, the occupant will be afforded an opportunity to file an appeal or grievance with 'the City. An occupant should first contact his Relocation Advisor to see if the situation can be rriutually resolved. If that remedy does not satisfy the occupant, the occupant can present his appeal to the City's Project Manager who can decide on the City's response to the appeal. The appellant may choose to appeal an unfavorable decision by the Project Manager and request a hearing before an Appeals Board. If an occupant chooses to file an appeal, their Relocation Advisor can provide additional information on the appeals process in writing. All appeals must be filed uv~ithin 18 months of the date that the occupant vacates the acquired site. Pam ~ Maitri ~~ ASSOCIATED Maitri Transitional Housing Program at Rosemarie Place Project ~ ~ 1- ~1~~ RIGHT OF WAY Relocation Impact Statement and Last Resort Housing Plan lLL'J SERVICES, INC. Claim Processing and Distribution of Payments All claims are to be filed through a Relocation Advisor. The Advisor will assist the occupants in completing their claim forms, will notify each occupant of the documentation needed in order to file the claim and will inspect all replacement properties as needed. Each claim will be submitted along with documentation to the City and Maitri for review and processing. Checks will be available for approved claims within three weeks of the date all documentation is submitted to the Relocation Advisor. Checks will be delivered to the occupant or to the occupant's designee. Maitri shall provide advance payments when necessary to secure replacement housing in a time frame that may be dictated by new landlords and whenever a later payment would result in financial hardship. Relocation Advisor Contact Information The Relocation Advisor may be contacted at the following location and during the following times: Address: Associated Right of Way Services, Inc. 2300 Contra Costa Boulevard, Suite 525 Pleasant Hill, CA 94523 Phone: (800) 558-5151 toll free (925) 691-8500 direct (925) 691-6505 fax Office Hours: Monday -Friday, 8:30 am - 5:00 pm Citizen Participation/Statement Review A Draft Statement will be made available to each displaced person and to the public for the mandatory 30-day review period. Public comments to this Draft Statement will be included in an Addendum of the Final Statement for submission for approval before the City of Cupertino City Council. Governinu Regulations This project is being funded in part by Federal funds. Therefore, the City will administer the Relocation Assistance Program in compliance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (42 U.S.C. 4601 et seq.) and the implementing regulations found in the Code of Federal Regulations (49 CFR Part 24). Pagg_1~ Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan Appendix • Map of Project Area • Federal Residential Relocation Handbook ~~ ASSOCIATED I ~ t~ ~1~~ RIGHT OF WAY ~j`~ SERVICES, INC. 20-21 Maitri Maitri Transitional Housing Program at Rosemarie Place Project Relocation Impact Statement and Last Resort Housing Plan Maps of Project Area (~~ ASSOCIATED L ~ 1~ UL\ RIGHT OF WAY ~~ SERVICES, It~tC. ~ ~ ~, m ~ ~, (~~ 3 o ~: ~ V ' ~POr1a1 e[5 _ Jen~ r.5trand Puk G Psrk } ~ -- - i I ff ~~ ((''( ° -"~ ; ~ Santa Clan LJ LJ L ~ F ~ i , . 4 `: - e m ~ m ~ c ~ ^ ~, evens ree a ` ~~ San Jos ~eo~ j ~,?l ~ ~- --'~`~~ I f ~ ti ~ ree ~ ~ ' /%~ J LJ Wilson Psrk J ~ / ~,~ ~ ., ~~ a ~ (~~' ~ -°" ail a ar an `` -I ~ t -~ -^; . ~/' ~ ,~~ -~~ i ~~P fir`, c ~ ®iow~n~:oh ~,a~ i~'" a .f ~n.f R';.~...a: ~ f / ~/ 20 - 22 Relocation Assistance to Tenants Displaced From Their Homes For HUD Funcled Projects Si necesita una traduccion de este folleto en espanol, favor de Ilamar AR/W~; a 1-800-558-5151. Introduction This booklet describes the relocation payments ~~nd other relocation assistance provided under the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (URA) to tenants displaced from their homes. This includes any family or individual that must move as a direct result of rehabilitation, demolition or acquisition for a project in which Federal funds are used. If you are notified that you will be displaced, it i:s important that you do not move before you learn what you must do to receive the relocation payments and other assistance to which you are entitled. Pursuant to Public Law 905-997, aliens not lawfully present in the United States are not eligible for relocation assistance, unless su~:h ineligibility would result in exceptional hardship to a qualifying spouse, parent, car child. All persons seeking relocation assistance will be required to certify that fhe~,r are a United Sfafes citizen or national, or an alien lawfully present in the United States. This booklet may not answer all of your questions. If you have more questions about your relocation, contact your Relocation Advisor, Mr. Brad Henderson of Associated Right of Way Services, Inc. Mr. Henderson's contact information is shown on the last page of this handbook. Ask your questions before you move. Afterwards, it may be too late. Summary of Relocation Assistance As an eligible tenant displaced from your home, you will be offered the following advisory and financial assistance: Advisory Services. This includes referrals to comparable and suitable replacement homes, the inspection of replacement housing to ensure that it meets established standards, help an preparing claim forms for relocation payments and other assistance to minimize the impact of the move. • .Payment for Moving Expenses. You may choose either a: Payment for Your Actual Reasonable Moving and Related Expenses, or Fixed Moving Expense and Dislocation Allowance, or A combination of both, based on circumstances. Replacement Housing Assistance. To enable you to rent, or if you prefer, buy a comparable or suitable replacement home, you may choose either: * Rental Assistance, or * Purchase Assistance. If you disagree with the Agency's decision as to the relocation assistance for which you are eligible, you may appeal that decision. Modified Version of HUD-1042-CPD (3/2005) Page 1 of 7 w_ ww.hud.gov/relocation 20 - 23 General Questions How Will I Know 1 Am Eligible For Relocation Assistance? You should receive a written notice explaining your eligibility for relocation assistance. You should not move before receiving that notice. If you do, you may not receive relocation assistance. How Will The Agency Know How Much Help 1 Need? You will be contacted at an early date and personally interviewed by your Relocation Advisor to determine your relocation needs and preferences for replacement housing and advisory services. Your Relocation Advisor will ask certain questions about you and other members of your household, including questions about your income. It is to your advantage to provide the information so that your Relocation Advisor can assist you in moving with a minimum of hardship. The information you give will be kept in confidence. How Soon Will I Have To Move? If possible, a mutually agreeable date for the move will be worked out. You will be given enough time to make plans for moving. Unless there is a health or safety emergency, you will not be required to move without at least 90 days advance written notice of (1) at least one "comparable replacement home" that is available to you and (2) the earliest date by which you must move. What Is A Comparable Replacement Home? A comparable replacement home is: • Decent, safe, and sanitary. • Functionally equivalent to (and equal or better than) your present home. • Actually available for you to rent. • Affordable. • Reasonably accessible to your place of employment. • Generally as well located with respect to public and commercial facilities, such as schools and shopping, as your present home. • Not subject to unreasonable adverse environmental conditions. • Available to all persons regardless of race, color, religion, sex, or national origin. What is Decent, Safe, and Sanitary Housing? Decent, safe, and sanitary housing is housing that: • Meets applicable housing and occupancy requirements. • Is structurally sound, weather tight, and in good repair. Contains a safe, adequate electrical wiring system. Has adequate living space for the occupants. Modified Version of HUD-1042-CPD (3/2005) Page 2 of 7 www.hud.gov/relocation 20 - 24 • Has a kitchen with a sink, hot and cold running water, and connections for a stove and refrigerator (if you were displaced from a housekeeping unit). • Has a separate, complete bathroom with hot and cold running water. • Has heating as required by climatic conditions. • Has an unobstructed exit to safe, open s~oace at ground level. • Meets standards protecting occupants from lead-based paint hazards. • If you are person with a physical disability, is free of any barriers which would preclude your reasonable use of the unit. Will The Agency Help Me Find A Replacement (Home? Yes. You will be provided with referrals to housing that has been inspected to ensure that it meets established standards. If possible, you ~roill be referred to at least three comparable replacement homes. The maximum financial assistance for which you may qualify will be based on the cost of the most representative comparable replacement home that is available to you. Promptly after you become eligible for relocation assistance, your Relocation Advisor will inform you of such unit and the maximum payment available. Once your Relocation Advisor has a clear understanding of your needs and preferences, he or she will work with you to assure that you are givE;n the best possible choice of housing. Your Relocation Advisor will offer you appropriate trans~~ortation to inspect these units. If you would like to move to government-owned Housing or obtain a Housing Choice Voucher (HCV) let your Relocation Advisor know of your interest. Generally, an eligible displaced person receives preference for such long terrn housing assistance. You will be given assistance in completing any required application •forms. What If I Find My Own Replacement Housing? You have every right to find your own replacement housing. However, before you rent or buy, ask your Relocation Advisor to inspect the unit to rnake sure that it is decent, safe, and sanitary. If the housing unit is not decent, safe, and sanitary, you will not receive a replacement housing payment. What If I Encounter A Problem In Obtaining Housing Of My Choice? If you encounter a problem in buying or renting housing of your choice, notify your Relocation Advisor immediately. Your Relocation Advisor will look into the matter and try to resolve it. You will receive this help whether you were referred to i;he housing unit or found it yourself. If you are unable to buy or rent a housing unit bec,~use of discriminatory practices on the part of a real estate broker, rental agent, lender, or a property owner, your Relocation Advisor will help you file a formal housing discrimination complaint with the U.S. Department of Housing and Urban Development or the appropriate State or local fair housing agency. Modified Version of HUD-1042-CPD (3/2005) Page 3 of 7 www.hud.gov/relocation 20 - 25 What Other Services Will I Receive? In addition to help in obtaining a comparable replacement home, other assistance, as necessary, will be provided in order to minimize the impact of your move. This assistance may include referral to appropriate public and private agencies that provide services concerning housing financing, employment, health, welfare, or legal assistance. The range of services depends on the needs of the person being displaced. You should ask your Relocation Advisor to tell you about the specific services that will be available to help you and your family. What Is a Payment For Actual Reasonable Moving and Related Expenses? You may choose to receive a relocation payment to cover the reasonable cost of your move. If you choose a Payment For Actual Reasonable Moving And Related Expenses, you may include in your claim the reasonable and necessary costs for: • Transportation for you and your family. • Packing, moving and unpacking your household goods. • Disconnecting and reconnecting household appliances and other personal property (e.g., telephone and cable TV). • Storage of household goods, as may be necessary. • Insurance for the replacement value of your property during the move and necessary storage. The replacement value of property lost, stolen or damaged in the move (but not through your neglect) if insurance is not reasonably available. Your Relocation Advisor will explain all eligible moving costs, as well as those which are not eligible. You must be able to account for any costs that you incur, so keep all your receipts. Select your mover with care. Your Relocation Advisor can help you select a reliable and reputable mover. You may elect to pay your moving costs yourself and be repaid by the Agency or, if you prefer, you may have the Agency pay the mover. In either case, let your Relocation Advisor know before you move. What Is A Fixed Moving Expense And Dislocation Allowance? If you choose a Fixed Moving Expense and Dislocation Allowance, you will receive an allowance which is based on the number of rooms in your home or the number of rooms of furniture you will be moving, as shown on a schedule. A copy of the schedule is shown below. Your Relocation Advisor can help you decide whether choosing this allowance is in your best interest. 7 Room 2 Rooms 3 __ Rooms 4 5 6 Rooms Rooms ~ Rooms 7 Rooms 8 Rooms $625 $800 $1,000 $1,175 ~ $1,425 ~ $1,650 $1,900 $2,150 If you do not have a large amount of personal property to move, this payment should be more advantageous. No special documentation is required to support your claim. You need only move your personal property and complete the appropriate claim form in order to receive your payment. Modified Version of HUD-1042-CPD (3/2005) Page 4 of 7 www.hud.gov/relocation 20 - 26 How Much Rental Assistance Will I Receive? You may be eligible to receive Rental Assistance fora 42-month period. The assistance is computed in the following manner: The assistance needed for one month is determined by subtracting the "base monthly rent" for your present home from the cost of rent and utilities for your new home (or a comparable replacement home, if that cost is lower). That monthly need, if any, is multiplied by 42, to determine the total amount that you will receive. This amount will be paid directly to you. The Agency must provide the assistance in montf•ily installments or other periodic payments. Generally, the base monthly rent for your present Home is the lesser of: (1) the monthly rent and average monthly cost for utilities, or (2) thirty 1;30) percent of your average monthly gross household income, if you are low-income based on HUD income limits. Examples: Let's say that the monthly rent ana average cost for utilities for your present home are $250; the monthly rent and estimated average utility costs for a comparable replacement home are $350; and your monthly gross income is $700. In this case your "base monthly rent" would be $210 because you are low-income and that amount (30 percent of your income) is less than the monthly cost of rent and utilities at your present home ($250). • If you rent a replacement home for $360 per month, including estimated average monthly utility charges, you will receive $5,880. Tf~at amount is 42 times $140 (the difference between the "base monthly rent" for your present home ($210) and the cost for a comparable replacement home ($350)). • If you rent a replacement home for $310; including estimated average monthly utility charges, you will receive $4,200. That amount is 42 times $100 (the difference between the "base monthly rent" for your present home ($210) and the actual cost of your new home ($310)). To qualify for rental assistance, you must rent ar~d occupy a decent, safe, and sanitary home within one year after the date you move. HowevE~r, the Agency will extend this period for good cause. If I Decide to Buy, Rather Than Rent, How Much .Assistance Will I Receive? If you buy a replacement home, you may be eligible for assistance to make a down payment equal to the amount you would receive if you rented a corparable replacement home (i.e., 42 times the amount obtained by subtracting the "base monthly rent" for your present home from the monthly rent and estimated average monthly utility costs far a comparable replacement home). A down payment assistance payment will be paid in a lump :gum. Example: Assuming the information in the ~~rior examples, the downpayment assistance payment would be $5,880. That amount is 42 times $140 (the difference between the "base monthly rent" for your present home ($210) and the monthly rent and estimated average monthly utilities cost for a comparable replac~sment home ($350). The full amount of the payment must be applied to the purchase of they replacement dwelling. Must I File A Claim To Obtain A Relocation Payment? Yes. You must file a claim for each relocation payment. Your Relocation Advisor will, however, provide you with the required claim form, help you to complete it, and explain the type of documentation, if any, that you must submit in order to receive the payment. Modified Version of HUD-1042-CPD (312005) Page 5 of 7 www. h ud.gov/relocation 20 - 27 If you must pay any relocation expenses before you move (e.g., a security deposit when you sign a lease for your new home), discuss your financial needs with your Relocation Advisor. While refundable deposits are not covered by URA payments, you may be able to obtain an advance payment to meet these costs. An advance payment may be placed in "escrow" or paid directly to a contractor to ensure that the move will be completed on a timely basis. You must file your claim within 18 months after the date you move. However, it is to your advantage to file as soon as possible after you move. The sooner you submit your claim, the sooner it can be processed and paid. If you are unable to file your claim within 18 months, ask the Agency to extend this period. Be careful not to confuse this 18-month period with the 12-month period within which you must rent (or buy) and occupy a replacement dwelling in order to be eligible for a replacement housing payment. You will be paid promptly after you file an acceptable claim. If there is any question regarding your right to a relocation payment or the amount of the payment, you will be notified, in writing, of the problem and the action you may take to resolve the matter. Will I Have To Pay Rent To The Agency Before I Move? If the Agency acquires the property in which you live, you may be required to pay a fair rent to the Agency for the period between the acquisition of the property and the date that you move. Such rent will not exceed the market rent for comparable properties in the area. Do I Have To Pay Federal Income Taxes On My Relocation Payments? No. Section 216 of the URA states that you need not report relocation payments as part of your gross income for Federal tax purposes. For information on State or local income taxes, you should check with the State or local income tax office in your area or with your personal tax advisor. What If I Don't Receive The Required Assistance? Can I Appeal? If you disagree with the Agency's decision as to your right to relocation assistance or the amount of a payment, or the adequacy of the housing to which you have been referred, you may appeal the decision to the Agency. The Agency will inform you of its appeal procedures. At a minimum, you will have 60 days to file your appeal with the Agency after you receive written notification of the Agency's determination on your claim. Your appeal must be in writing. However, if you need help, your Relocation Advisor will assist you in preparing your appeal. If you are aloes- ormoderate-income person and are dissatisfied with the Agency's determination on your appeal, you may have an additional right to request administrative review of that decision (e.g., by HUD or the State). You can expect a fair decision on any appeal. However, if you are not satisfied with the final administrative decision on your appeal, you may seek review of the matter by the courts. Modified Version of HUD-1042-CPD (3/2005) Page 6 of 7 vvvvw, hud.gov/relocation 20 - 28 I Have More Questions. Who Will Answer Therri? If you have further questions after reading this booklet, contact your Relocation Advisor and discuss your concerns with an Agency representative. ASSOCIATED L ~ ®RIGHT OF WAY SEIMCES. INC. Mr. Brad Henderson, I~elocation Advisor Associated Right of VVay Services, Inc. 2300 Contra Costa Boulevard, Suite #525, Pleasant Hill, ~~A 94523 (800) 558-5151 toll-free ~~ (925) 691-6505 fax bhenderson~~arws.com This Relocation Assistance Program is being administered through the City of Cupertino and Maitri. These entities are responsible for all payments anti determinations of entitlement. Modified Version of HUD-1042-CPD (3/2005) Page 7 of 7 www.hud.gov/relocation 20 29