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HomeMy WebLinkAboutRedevelopment Agency - 150 RESOLUTION NO. 150 A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH APPROVING AND ADOPTING THE RULES AND REGULATIONS FOR RELOCATION ASSISTANCE, GRIEVANCE PROCEDURES AND REAL PROPERTY ACQUISITION POLICIES FOR REDEVELOPMENT PROJECTS WHEREAS, the Relocation Guidelines provide information on the organization of the Redevelopment Agency, specify the nature of relocation advisory assistance, provide for the establishment of a grievance procedure and specify the nature and amount of relocation payments which may be made to displaced households and businesses; and WHEREAS, the attached Redevelopment Guidelines for the City of Huntington Beach are based upon current state guidelines which were adopted by the State of California and last amended in 1976; and WHEREAS, the Project Area Committee has reviewed and endorsed the Guidelines and requests Redevelopment Agency consideration. NOW, THEREFORE, BE IT RESOLVED, that the Redevelopment Agency of the City of Huntington Beach approves and adopts the Rules and Regulations for Relocation Assistance, Grievance Procedures, and -1- 150 Real Property Acquisition Policies for Redevelopment Agency Projects attached hereto and incorporated herein by this reference as Exhibit "An PASSED, AND ADOPTED By the Redevelopment Agency of the City of Huntington Beach this second day of May, 1988. C firma y.�..... $T• Q�!/r AP ED AS TO FORM: Clerk A enttorney 4_LZ_�� R AN P ED: IN IA D AND A P City Administrator Dep4tk City Administrator and Dir4dtor of Community Development -2- 150 t THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH RULES AND REGULATIONS FOR RELOCATION ASSISTANCE, GRIEVANCE PROCEDURES AND REAL PROPERTY ACQUISITION POLICIES FOR REDEVELOPMENT AGENCY PROJECTS 1.0 STATEMENT OF POLICY: California Relocation Assistance Act (Government Code Section 7260, et.seq.) requires that a public entity shall provide relocation advisory assistance and make specified payments to those persons and businesses displaced as the result of acquisition of real property for public use. Pursuant to Section 33411 of the California Community Redevelopment Law and Section 6038 b (5) of the California Relocation Assistance Guidelines, a method and plan (advisory services) must be provided for the relocation of families and persons to be displaced from designated redevelopment project areas. The plan which follows is in compliance with these sections of the law and guidelines and is further intended to demonstrate both the City of Huntington Beach's and the Redevelopment Agency's clear intentions to provide maximum relocation advisory assistance to persons who may be displaced by the Huntington Beach redevelopment activities. Such professional assistance, together with payment of relocation benefits as provided for in Section 7260 et.seq. of the Government Code, are purposefully intended to minimize the inconvenience caused by displacement and the need to relocate. 2.0 DEFINITIONS: 2.1 Agency - means the Huntington Beach Redevelopment Agency, its staff and consultants and contractors it employs. 2.2 Acquired Dwelling - means a dwelling purchased by the Agency, a dwelling for which purchase negotiations have been initiated, or a dwelling on which rehabilitation activities or Participation Agreement activities have been required. 2.3 Average Annual Net Earnings - one-half of the net earnings of a business before federal and state income taxes realized during the two tax years of the business immediately preceding the tax year in which the real property on which the business is located is acquired by the Agency, or during such other period the Agency determines to be more equitable for establishing such earnings. For businesses operated for a period less than two tax years prior to the date of acquisition, a different period may be adopted as may be determined to be equitable. Net earnings shall include salaries, wages or other compensation paid by the business to the owner thereof, the owner's spouse, or the owner's dependents. 2.4 Business - means any lawful activity, excepting a farm operation, conducted primarily: For the purchase, sale, lease or rental of personal and real property, and for the manufacture, processing or marketing of products, commodities or any other personal property; or Y 0448H -1 exHii3rr - 150 f For the sale of services to the public; By a nonprofit organization. 2.5 City - means the City of Huntington Beach. 2.6 Com rable Re lacement Dwelling - means a residential dwelling which satisfies each of the following standards: — Functionally equivalent and substantially the same as the acquired dwelling, including newly-constructed housing. — Decent, safe, sanitary and adequate in size to meet the needs of the displaced family or person. However, at the option of the displaced person, a replacement dwelling has the same number of rooms or the equivalent square footage as the dwelling from which he was displaced. — Available in the open market to the displaced person and open to all persons regardless of race, color, sex, age, marital status, religion or national origin, consistent with the requirements of the Civil Rights Act of 1964 and Title VIII of the Civil Rights Act of 1968. — Located in an area not generally less desirable than the one in which the dwelling acquired by the Agency is located with respect to: - Neighborhood conditions, schools and municipal services; - Public utilities; - Public and commercial facilities; and - Reasonably accessible to the displaced person's present place of employment or potential place of employment. — Within the financial means of the displaced family or person. A replacement dwelling is within the financial means of a displaced person if the monthly housing cost (including payments on mortgage, taxes and insurance) or monthly rental cost (including utilities and other recurring expenses payable by the Tenant) including any replacement housing payment available to the displaced person does not exceed 25 percent of the displaced person's or family's average monthly income. A replacement dwelling is within the financial means of a displaced person if the purchase price of the dwelling, including related increased interest costs and other incidental expenses, does not exceed the total amount of the eminent domain award or the negotiated acquisition price paid by the Agency for the dwelling acquired and the replacement housing payment available to the displaced person. 0448H -2- 150 2.7 Conventional Loan - means a mortgage commonly given by banks, savings and loan associations to secure advances on, or the unpaid purchase price of real property, payment of which is not insured by any agency of the state or federal governments. 2.9 Date of Initiation of negotiations for the Parcel - means the date the Agency makes the first personal contact with the owner or his representative and furnishes him with a written offer to purchase the property. For purposes of establishing payment eligibility in the case of rehabilitation, code enforcement and participation agreement activities, "Initiation of Negotiations" shall mean the date on which a displacee moves from a displacement site. 2.10 Director - means the Administrator of the Agency's Relocation Lstance Program; i.e., Deputy Director for Redevelopment. 2.11 Displaced Person - means any person who moves from real property, or who moves his personal property from real property as a result of the acquisition of such real property, in whole or in part, by a public entity or by any person having an agreement with or acting on behalf of a public entity, or as the result of a written order from a public entity to vacate the real property for public use. This definition shall be construed so that persons displaced as a result of public action receive relocation benefits in cases where they are displaced as a result of Participation Agreement or an acquisition carried out by a private person for or in connection with a public use where the public entity is otherwise empowered to acquire the property to carry out the public use. Where only a portion of the real property is taken, a person who occupied all or a portion of the remainder shall be considered a displaced person only if the acquisition or construction of the project made the displacement necessary. For purposes of eligibility for advisory assistance and moving expenses (excluding the In-Lieu and Replacement Housing Payments), a person is considered displaced if he receives a written notice from the Agency to vacate other real property on which the person conducts a business. 2.12 Dwelling - means any single-family house, a single-family unit including a non-housekeeping unit) in a multi-family building, a unit of a condominium or cooperative housing project, a mobile home or any other residential unit. 2.13 Economic Rent - means the reasonable rental expectancy if the property were available for rent or lease; the rent or lease payment being paid for comparable space as distinguished from contract rent or lease payment. 2.14 Eligible Person - means any displaced person who is lawfully entitled to any relocation payment under state or federal regulations. 0448H -3- 150 2.15 �Family - means two or more individuals who by blood, marriage, acopTion or mutual consent live together as a family unit. 2.16 Farm Operation - means any activity conducted solely or primarily for the production of one or more agricultural products or commodities, including time, for sale or home use and customarily production such products or commodities in sufficient quantity to be capable of contributing materially to the operator's support. 2.17 Gross Income - means the annual income from all sources of each member of the family residing in the household who is eighteen (18) years of age or over, except that income of a head of household or his spouse who is under eighteen (18) shall be included. Gross income is based on the 12-month period immediately prior to displacement. If the Agency determines, on a case-by-case basis, that the use of the 12-month period prior to displacement would result in a hardship to the claimant, an alternate period, actual or projected, may be used in such exceptional situations. 2.18 Incidental Expenses - means expenses incurred by an eligible displaced person in connection with the purchase of a comparable replacement dwelling which are reasonable and limited to the following: — Lender, FHA or VA appraisal fees; — FHA or VA application fee; — Certification of structural soundness; — Credit report; — Title search expense and title insurance policy premiums; Sales, transfer taxes and revenue stamps; — Escrow agent's fees; — Notary fees; — Recording fees; — Fees for preparing documents relating to purchase of the replacement dwelling; — Loan service fee not to exceed one percent (1 %) of the purchase price and origination or discount points customarily charged. Prepaid expenses and any fee, cost, charge or expense which is determined to be a part of the debt service or finance charge under Title I of the Truth and Lending Act (Public Law 90-321) and Regulations Z issued pursuant thereto by the Board of Governors of the Federal Reserve System shall not be deemed an incidental expense. 0448H -4- 150 2.19 Mobile Home - means a vehicle, other than a motor vehicle, designed or used or human habitation, for carrying persons and property on its own structure and for being drawn by a motor vehicle. 2.20 Monthly Gross Income - means the total monthly income of a family or individual irrespective of expenses and voluntary or involuntary deductions and includes, but is not limited to, salaries, wages, tips, commissions, rents, royalties, dividends, interest, profits, pensions and annuities. 2.21 Mortgage - means such classes of liens as are commonly given to secure advances on, or the unpaid purchase price of real property, together with the credit instruments, if any, secured thereby. 2.22 Nonprofit Organization - means a corporation, partnership, individual or other public or private entity engaged in a business, professional or instructional activity on a nonprofit basis, necessitating fixtures, equipment, stock in trade, or other tangible property for the carrying on of the business, profession or institutional activity on the premises. 2.23 Owner -means a person "owns a dwelling" if he: — Holds fee title, a life estate, a 99 year lease, or a lease with not less than 50 years to run from date of acquisition of the property for the project; — Holds an interest in a cooperative housing project which includes the rights of occupancy of a dwelling unit therein; — Is the contract purchases of any of the foregoing estates or interests; — Has a leasehold interest with an option to purchase;or — Owns a mobile unit which, under state law, is determined to be real property, not personal property. 2.24 Person - means any individual, partnership, corporation or association. 2.25 Personal Property (Tangible, Personal Property) - means tangible property which is situated on the real property vacated or to be vacated by a displaced person and which is considered personal property and is noncompensable (other than for moving expenses) under the state law of eminent domain, and in the case of tenant, fixtures and equipment and other property which may be characterized as real property under state or local law, but which the tenant may lawfully, and at his election determines to move and for which the tenant is not compensated in the real property acquisition. In the case of an owner of real property, the determination as to whether an item of property is personal or real shall depend upon how it 0448H -5- 150 is identified in the acquisition appraisals and the closing or settlement statement with respect to the real property acquisitions: provided, that no item of property which is compensable under state and local law to the owner of real property in the real property acquisition may be treated as tangible personal property in computing actual direct losses of tangible personal property. 2.26 Prepaid Expenses - means items paid in advance by the seller of real property and prorated between such seller and the buyer of such real property at the close of escrow including, but not limited to real property taxes, for insurance, homeowners' association dues and assessment payments. 2.27 Project Manager - the Project Manager (as designated by the Director) shaU be the person with primary administrative responsibility for the redevelopment project area from which the displacement has occurred. 2.28 Public Use - means a use for which real property may be acquired by eminent domain. 2.29 Purchases (Replacement Housing) - means: — The acquisition, construction or rehabilitation of a dwelling, the purchase and rehabilitation of a substandard dwelling, the relocation or relocation and rehabilitation of an existing dwelling, or the entering into a contract to purchase, or for the construction of a dwelling to be constructed on a site to be provided by a builder or developer or on a site to be provided by a builder or developer or on a site which the displaced person owns or acquired for such purpose. — Mobile homes must be registered with the California Department of Motor Vehicles in the name of the claimant in order that they be considered as "purchased"replacement dwellings. 2.30 Relocation Subcommittee of Agency - the Relocation Subcommittee of the Agency shall consist of any two (2) members of the Agency and the Executive Director of the Agency. 2.31 Relocatee - means any person who meets the definition of a displaced person. 2.32 Relocation Appeals Board - the Relocation Appeals Board shall consist o —the Director or one designee) from the City's departments of Administration, Community Services, and Redevelopment. No designee may be the same person which has previously rendered a decision on the appealed case. 2.33 Tenant - means a person who enters and remains in possession of a dwelling (including a sleeping room) owned by another with the express permission of that owner or his representative. 0448H -6- 150 3.0 ADMINISTRATIVE ORGANIZATION 3.1 Responsible Agency The Huntington Beach Redevelopment Agency is the local public agency which is responsible for the relocation of individuals, families, businesses and institutions that are displaced as a result of redevelopment project activities. The Agency will meet its relocation responsibilities through qualified staff or qualified relocation consultants that will manage the complexities of providing relocation advisory assistance. Their services may be supplemented with assistance from local realtors, social agencies and civic organization. 3.2 ffing The Agency shall ensure that staff who are charged with the duties of providing relocation implementation services are qualified and experienced in housing and urban development, relocation procedures, social service programs, public housing and property management. The Agency's relocation program shall be designed so as to maximize the use of other City departments, as appropriate, as well as other social service agencies which regularly provide counseling, referral and specialized programs to those who qualify. Such relocation programs shall, to the extent feasible, be designed to encourage relocation of families and persons into other neighborhoods in Huntington Beach without interfering with the displacee's option to select a replacement house of his choice, whether that choice is within or outside the city of Huntington Beach. 3.3 Agency Staff Functions The functions of the Agency's relocation staff shall in include the following: — Interpret the Agency's program to all site occupants about the redevelopment project and its effect upon project area occupants. — Determine the relocation needs and desires of all site occupants through personal interviews and to keep each informed of their rights and responsibilities under the redevelopment program, as well as to apprise them of the relocation resources, special services and aids to which they are entitled. — Enlist the cooperation of real estate agents, home builders, property management firms, social service agencies, civic groups and others in locating suitable relocation accommodations for displacees and to provide other services deemed essential for the successful relocation of project area occupants. — Locate, inspect and evaluate, or stimulate the development of, housing facilities to meet the needs of all project area occupants and refer and otherwise assist said occupants in securing housing which they require. 0448H -7- 150 Secure priority consideration for persons eligible for and desiring public housing or any other housing to which displacees are entitled, and take other appropriate steps as necessary to expedite their placement into such housing. Advise and assist owners and site occupants in understanding and utilizing the "owner, business, and tenant participation" opportunities provided for in the Redevelopment Plan. Assist prospective home buyers in obtaining appropriate mortgage financing and advise them of special FHA, VA and other financial aids available. Make referrals to community social, welfare, and other similar agencies when such referrals are deemed advisable and cooperate with these agencies on an individual basis to assist in the solution of specific problems affecting the relocation of individuals, or groups of relocatees. Maintain liaison services between businesses, site occupants, and commercial property brokers, realty boards, Chambers of Commerce, the Small Business Administration, the economic development agencies, lending institutions, and other appropriate resources for advice and assistance in effecting the satisfactory relocation of site occupants. Assist project area occupants in preparing all claims for relocation payments to which they are entitled. — Establish records, maintain files, and provide ongoing reports to the Executive Officer and Agency on field relocation activities. Coordinate relocation activities with other Agency operations. 4.0 REPLACEMENT HOUSING STANDARDS It is the Agency's objective that all displaced residential occupants be rehoused, with a minimum of hardship, into accommodations that are decent, safe, sanitary, and suitable to their individual needs; located in areas not less desirable than housing which exists in the Project Area with respect to public utilities and public and commercial facilities, and are reasonably accessible to the project area occupants' places of employment; and are priced within their financial means. The standards set forth below have been established by the Agency to achieve these objectives. 4.1 Standards for Dwellings A decent, safe, and sanitary dwelling is one which meets all of the following minimum requirements: 0448H -8- 150 4.1.1 Conforms with all applicable provisions for existing structures that have been established under state or local building, plumbing, electrical, housing, and occupancy codes and similar ordinances or regulations. 4.1.2 Has a continuing and adequate supply of potable safe water. 4.1.3 Has a kitchen or an area set aside for kitchen use which contains a sink in good working condition and connected to hot and cold water, and an adequate sewage system. A stove and refrigerator in good operating condition shall be provided when required by local code, ordinances or custom. When these facilities are not so required by local codes, ordinances or custom, the kitchen area or area set aside for such use shall have utility service connections and adequate space for the installation of such facilities. 4.1.4 Has an adequate heating system in good working order which will maintain a minimum temperature of 70 degrees in the living area, excluding bedrooms, under local outdoor temperature conditions. A heating system will not be required in those geographical areas where such is not normally included in new housing. 4.1.5 Has a bathroom, well-lighted and ventilated and affording privacy to a person within it, containing a lavatory basin and a bathtub or stall shower, properly connected to an adequate supply of hot and cold running water, and a flush closet, all in good working order and properly connected to a sewage disposal system. 4.1.6 Has an adequate and safe wiring system for lighting and other electrical services. 4.1.7 Is structurally sound, weathertight, in good repair and adequately maintained. 4.1.8 Each building used for dwelling purposes shall have a safe unobstructed means of egress leading to safe open space at ground level. Each dwelling unit in a multi-dwelling building must have access either directly or through a common corridor to a means of egress to open space at ground level. In multi-dwelling buildings of three stories or more, the common corridor on each story must have at least two means of egress. 4.1.9 Has 150 square feet of habitable floor space for the first occupant in a standard living unit and at least 100 square feet of habitable floor space for each additional occupant. The floor space is to be subdivided into sufficient rooms to be adequate for the family. All rooms must be adequately ventilated. Habitable floor space is defined as that space used for sleeping, living, cooking or dining purposes, and excludes such enclosed places as closets, pantries, bath or toilet rooms, service rooms, connecting corridors, laundries, and unfinished attics, foyers, storage spaces, cellars, utility rooms and similar spaces. 0448H -9- 150 4.1.10 Every bedroom shall contain not less than 80 square feet of habitable floor area and at least one window opening to the outside. If more than two persons occupy the room, an additional 60 square feet of floor area shall be required for each additional person. 4.2 Standards for Sleeping Rooms (nonhousekeeping units) A decent, safe, and sanitary sleeping room is one which includes the minimum requirements contained in Section 4.1., subparagraphs 2, 4, 6, 7 and 8 of this section and the following: — At least 100 square feet of habitable floor space for the first occupant and 50 square feet of habitable floor space for each additional occupant. — Lavatory, bath and toilet facilities that provide privacy, including a door that can be located if such facilities are separate from the room. 4.3 Standards for Mobile Homes A decent, safe and sanitary mobile home is one which includes the minimum requirements contained in Subsection 4.1, subparagraphs 2, 3, 4, 5, 6, 7, 8 and 9 of this section except that it may have 70 square feet of habitable floor space for each additional occupant and bears the insignia of approval issued by the State of California, Department of Housing and Community Development, pursuant to the California Health and Safety Code, except those manufactured prior to September 1, 1958. 4.4 Ability to Pay The Agency's relocation staff will give consideration to the particular financial situation of each family or individual and will seek the occupant's concurrence in the final determination of what he can afford to pay for housing. Every effort will be made to maintain the lowest possible housing cost-income-ratio, which at the same time provides the relocatee with adequate housing. As a general rule, displacees should usually be able to pay gross monthly rentals based on the following criteria: — Families and individuals - 25% of gross income. — Displacees eligible for public housing - rents as established by the Housing Authority, which are graded to income. — Incomes, assets and debts are to be evaluated in determining the relative price which is approximately two and one-half times annual gross family income, combined with monthly payments not exceeding 25% of gross monthly income, will be considered as being within the financial means of those contemplating home ownership. 6448H -10- 150 Displacees may voluntarily relocate to units exceeding these standards in price, but such units may not be used as referrals by the Agency. 4.5 Miscellaneous Additionally, units used for referral or feasibility purposes may not be located in areas subject to unreasonable environmental influences and must be available on a nondiscriminatory basis. 4.6 Exceptions Exceptions to housing standards may be granted in emergency or other unusual situations. Such exceptions will be limited to items and circumstances that are beyond the reasonable control of the relocatee. Exceptions will not be granted for items which render the dwelling hazardous, unsafe or unsanitary. 4.7 Environmental Standards It will be the Agency's policy to refer families and individuals to housing in areas not less desirable in regard to public utilities and services, and commercial facilities than presently available in the Project Area. Furthermore, such housing shall, to the extent possible, be within a reasonable distance for daily commuting to the displacee's place of employment. 4.8 Temporary Housing Standards Housing not meeting the Agency's established standards for permanent relocation may be used for temporary housing only when it becomes necessary to relocate a project area occupant pending the availability of permanent quarters; to facilitate commencement of demolition or site improvement operations; to vacate premises which are unsafe; and/or to effectuate reductions in overall redevelopment project costs. In no event will the temporary housing offered by the relocation staff be of less desirable character than that from which the project area occupant is being moved; further, such temporary housing shall be in a safe and habitable condition. Temporary relocations made by the Agency will be kept to a minimum both as to number and duration, and will not diminish the Agency's obligation with respect to the displacee's permanent relocation. The necessary costs incurred in temporary on-site moves made at the direction of the Agency will be paid by the Agency. If a self-relocatee moves into temporary housing and declines without satisfactory reason to accept standard housing to which he is referred, it will be considered that the Agency's responsibility to the relocatee has been discharged. 0448H -11- 150 4.9 Obtaining Relocation Housing The Agency will establish a working relationship with owners, operating managers, realtors, multiple listing bureaus, property management firms, and others offering a wide variety of private standard housing for rent or sale. Based principally on this relationship, an ample supply of replacement housing will be made available in order to carry out the Agency's relocation program. The Agency will obtain, inspect, and maintain current listings of standard rental and sale properties which are appropriate for relocation and are available on a nondiscriminatory basis. Information on the size, rental or sale price, financing terms and location of available units will be given to displacees seeking referrals and, as necessary, the relocation staff may provide transportation or otherwise assist the displacee in obtaining such housing. 5.0 ASSURANCE OF RELOCATION RESOURCES Before actual displacement is to occur, the Agency will assure that, within a reasonable period of time, there will be available comparable, decent, safe, and sanitary housing sufficient to meet the needs of displacees and available at prices they can afford. In order that the Agency make, such assurance, it will, prior to any displacement, undertake surveys if the needs of displacees and of the nature and extent of available standard housing suitable to meet the needs of those families and individuals to be displaced. Adequacy of housing resources will be judged on the basis of such factors as vacancy rates, actual availability within applicable unit size and price ranges, degree of choice available within the housing supply and relationship of available units found to the needs of displacees as determined by occupancy surveys. The Agency will document a finding of adequacy of housing availability after completion of the required surveys and upon demonstration that resources will be available at least 60 days before displacement occurs. No family or individual will be required to move until or unless suitable replacement housing is available at a price they can afford; no family or individual will be required to move unless or until at least three such suitable units have been offered to the displacee and rejected by the displacee. 6.0 RELOCATION ADVISORY ASSISTANCE 6.1 General The Agency will provide advisory assistance to all persons displaced or to be displaced as a result of acquisition by the Agency of real property, to all persons displaced as a result of property rehabilitation or code enforcement activities carried out by private persons in conformance with adopted Redevelopment Plans, and to all persons who, because of the acquisition of real property used for a business or farm operation are required to move their personal property from such other real property. 0448H -12- 150 In addition, relocation advisory assistance will be offered to any person occupying real property immediately adjacent to property being acquired by the Agency, if the Director determines that such person has been caused substantial economic injury as a result of the Agency's acquisition. The Agency's relocation assistance advisory program is designed to: — Fully inform displacees of the availability of relocation payments and assistance and the eligibility requirements. — Through a personal interview, determine each person's need for relocation assistance. — Provide current information on the availability of comparable sales and rental housing and location of comparable commercial properties. — Assure that, within a reasonable period of time prior to displacement, there will be adequate replacement housing available for persons who are to be displaced. — Provide other advisory services, such as counseling and referrals, with regard to financial, employment, training, health, welfare, and other problem areas in order to minimize the hardships'of relocation. — Assist persons in completing required applications and forms. — Inform all persons who are expected to occupy Agency property about rental and property management policies to be used in the project. — Insure adequate inspection of all relocation replacement housing. 6.2 Information Material The Agency will distribute informational materials (see Appendix A) to every area occupant to be displaced or otherwise affected by the project. Written information will be given to each owner and occupant of property to be acquired at the time the Agency acquires the property. A notification that occupants are eligible for relocation payments as of the date of the Agency's first offer to purchase the property shall be given to each occupant as soon as possible after the first offer has been made. Separate informational material (see Appendix B) will be made available to business concerns (including nonprofit organizations) and farms, when appropriate. In addition to distributing written material, the Agency will conduct personal interviews and maintain personal contacts to the maximum extent possible. Informational materials will be written in the language(s) most easily understood by the persons affected. Site occupants will be informed of project activities and timing through meetings and other means. 0448H -13- 150 6.3 Listings, Referrals, and Assistance in Obtaining Housing Listings The Agency will provide information to residents on the availability, prices, and rental rates of comparable, decent, safe, and sanitary housing. The Agency will provide residents to be displaced with listings of available dwelling units of appropriate size to meet their needs, and which are within their financial ability to pay. Listings will be available in accordance with the Federal Fair Housing Law (Title VIII of the Civic Rights Act of 1968) and other applicable fair housing laws. Listings will be maintained on a continuing basis as derived from frequent reviews of newspaper ads, street searches, contacts with owners, brokers, managers and agents. — Referrals Relocation housing will be inspected prior to being provided as a referral to assure that it meets replacement housing standards. Units to be referred may not be in a neighborhood slated for governmental action unless that action is related to rehabilitation or improvement of neighborhood amenities. In no case will referrals be made to housing from which it is reasonably anticipated that'the family or individual may again be displaced. In making referrals, the Agency shall give consideration to the proximity of the housing to the displacees' employment or potential employment, including proximity to public transportation and the other public facilities essential to successful adjustment. The Agency shall refer all interested persons to local housing authorities and sponsors of assisted housing. When appropriate, staff will assist in filling out appropriate applications for occupancy. Assistance in Obtaining Housing Families and individuals shall be advised to tell the Agency of problems experienced in obtaining housing or other accommodations. It is the obligation of the Agency to assist in resolving these problems. The Agency has the responsibility to provide prompt information on the availability of housing and to assist displacees in obtaining the units of their choice. The Agency shall provide assistance, at the prospective homeowners request, in obtaining mortgage financing, including helping in the preparation and submission of purchase offers, obtaining credit reports, and verifying employment, and making any other appropriate arrangements with lending institutions to facilitate the obtaining of loans, particularly for minority-group and low-income families and individuals. 0448H -14- 150 6.4 Social Services All families and individuals will be provided with access to needed social services and counseling in order to minimize hardships involved in the relocation process. 6.5 Assistance to Business Concerns, Nonprofit Organizations and Farms The Agency will provide relocation advisory assistance to all business concerns, nonprofit organizations, and farm operations to be displaced by a project. The Agency will also provide advisory services and assistance to any business concern or nonprofit organization occupying property which is immediately adjacent to: (1) the Project Area; or (2) any real property acquired, when the business is determined to have suffered substantial economic injury as a result of project activities. The specific services which the Agency will provide to business concerns, nonprofit organizations and farm operations are the following: — Consultations The Agency will consult with the owner or operator to determine the need for relocation assistance and nature of replacement site requirements. The consultation will include discussions of such Items as space, traffic patterns, market and other requirements, and the total number of employees. — Current Information on Relocation Sites The Agency will provide current information on the availability, costs, and square footage of comparable locations and make referrals to real estate brokers who may be able to assist in obtaining suitable accommodations. In making referrals and providing information, the Agency will provide maximum assistance but avoid involvement in the business operation itself. — Economic Information The Agency will provide information relative to property values, growth potentials and economic information which may assist in enabling the business to make informed decisions relative to relocation. — Referrals to SBA Where appropriate, business concerns will be referred to the Small Business Administration (SBA) for 'managerial, financial and technical assistance. 0448H -15- 150 6.6 Equal Opportunity In carrying out relocations, the Agency shall take affirmative steps in providing displaced families and individuals maximum opportunities in selecting housing. The following are affirmative actions that the Agency may take: — Make full use of government housing programs and normal real estate management and brokerage services. — Inform members of minority groups of the opportunities in neighborhoods and provide services necessary to familiarize them with those neighborhoods. — Provide escort services to real estate offices in all neighborhoods. — Cooperate with all fair housing groups interested in equal opportunities in housing. 6.7 Self-Relocation and Inspecting The Agency will make every effort to inspect the dwellings of self-relocated families and individuals prior to their move. When displacees move without notifying the Agency, every reasonable effort will be made to locate the displacee and inspect the replacement dwelling. Such search activities will continue until the family or individual is found, or twelve months' time has elapsed, whichever is sooner. Upon inspection, if a dwelling is found to be substandard, the Agency must offer assistance in securing standard accommodations. Should the family or individual decline a minimum of three offers of standard dwelling units and its present dwelling unit does not meet standard housing criteria, the Agency shall notify the displacee in writing of his ineligibility for replacement housing payments. 6.8 Relocation Records The Agency will maintain a relocation record, beginning with the information obtained during the first interview to assess relocation needs. A separate record shall be prepared for each family, each individual maintaining a unit, each business concern, nonprofit organization, and farm operation. The record shall contain all data relating to dates and types of services provided, the type and amount of relocation payments made, and the location to which those displaced relocated, including a description of the accommodation. 6.9 Agency Evaluation The Agency will periodically evaluate the relocation program to determine its effectiveness in assisting persons affected by its projects and its conformance to provisions of state and federal laws. Both the quality and quantity of services provided will be considered. 0448H -16- 150 7.0 RELOCATION PAYMENTS The Agency will make relocation payments to all eligible families, individuals, business and institutions displaced by project activities in accordance with the regulations governing relocation payments as established by the State of California. An informational statement (see Appendices A and B) will notify the site occupant of his eligibility for relocation payments and generally instruct him on procedures for filing claims. Complete rules and regulations will be carefully explained individually to each displacee and copies of all instruction given to him. Displacees may consult with Agency staff whenever problems arise, and through recurring visits, Agency staff will attempt to anticipate problems and plausible solutions. 7.1 Qualifications and Conditions for Payments The Agency will pay reasonable and necessary moving expenses and/or storage costs; actual direct loss of personal property for which reimbursement or compensation is not otherwise made by the Agency (through purchase, etc.), or a combination of both. Under certain circumstances, some families and individuals may qualify for replacement housing payments and certain businesses may be eligible for an alternate payment in lieu of moving expenses and certain other expenses. Former owners will be reimbursed for certain settlement costs and related charges incurred in the sale of property to the Agency. Eligibility for payments will be based upon the provisions of pertinent sections of the State of California Government Code and Relocation Rules and Regulations as adopted by the Agency. 7.2 Payment Amounts Eligible families and individuals will be given the option to claim: (1) reimbursement of their actual and reasonable moving expenses and/or eligible storage casts; or (2) a moving expense allowance not to exceed $300 based on a schedule related to the number of rooms occupied and a Dislocation Allowance of $200. In addition, homeowners may be entitled to receive a replacement housing payment of up to $15,000 when purchasing a replacement dwelling and tenants, including such tenants electing to purchase, and owners electing to rent a replacement dwelling may be entitled to receive a payment not to exceed $4,000 toward the rental or purchase of a comparable replacement dwelling. Eligible business concerns and institutions will be reimbursed for: (1) actual and reasonable moving costs; and (2) any actual direct loss of personal property; or in lieu thereof, certain businesses may elect to receive an alternate payment of not less than $2,500 nor more than $20,360, equivalent to the average annual net earnings of the business and based upon such earnings for the two taxable years immediately preceding the year of displacement. No temporary on-site moves made for the convenience of the Agency will be chargeable to a site occupant's allowable relocation payment. 0448H -17- 150 i No temporary on-site .moves made for the convenience of the Agency will be chargeable to a site occupant's allowable relocation payment. 7.3 Filing Claims — All claims for relocation payments must be submitted on forms which will be provided by the Agency. — Special Conditions for Business Concerns A business concern must give the Agency at least thirty (30) days, but not more than ninety (90) days written notice of its intention to move and must permit the Agency, at all reasonable times, to inspect the personal property to be moved. Self-moves for business will be allowed. 7.4 Documenting Claims A claim must be supported by the following: — If for moving expenses, except in the case of a fixed payment, an itemized receipted bill or other evidence of expense. — If for actual direct loss of personal property, written evidence thereof, which may include appraisals, certified prices, copies of bills of sale, receipts, cancelled checks, copies of advertisements, offers to sell, auction records, and such other records as may be appropriate to support the claim. — Documentation may be required by the Agency; and may include income tax returns, withholding or informational statements, and proof of age. All claim papers and related evidence will become permanent records in the Agency's files. The reason for disallowing any portion of a claim will be stated in writing to the claimant. 8.0 ASSISTANCE TO BUSINESSES AND OTHERS 8.1 Individuals All services to be offered displaced families will be equally available to individuals occupying separate housekeeping or nonhousekeeping accommodations. 8.2 Others The Agency will cooperate fully with an owner of any property in the Project area which is not proposed to be acquired by the Agency but which must be vacated in order for the owner to participate in the redevelopment program. If he and/or his tenants are so vacated, then the Agency's relocation advisory services will be offered to them. 0448H -18- 150 8.3 Businesses and Institutions Representatives of businesses and institutions located within a project area will be personally interviewed to determine their relocation needs and preferences, provided general and special informational material, assisted in preparing relocation claims, helped in finding other suitable locations within or outside the projected area, and referred to other groups or agencies for assistance in completing a satisfactory relocation. As the situation requires, the relocation staff will refer these displacees to, and maintain liaison between, the. Small Business Administration, the Economic Development Agency, trade associations, Chambers of Commerce, lending institutions, real estate agencies, brokers, and multiple listing realty boards in order that they may be assisted on a nondiscriminatory basis in obtaining suitable relocation premises; financial help, and guidance in reestablishing their operations. The office of the Small Business Administration and economic development agencies will be made aware of the project and, hopefully will work closely with the Agency and displacees in extending their assistance. Information about these agencies will be available from the relocation staff, and referrals to them and to others who can assist commercial displacees will be made with the same consistency and comprehensiveness as referrals of residents to social service agencies. 9.0 NOTICES TO VACATE 9.1 General Policy No person or business lawfully occupying real property acquired by the Agency shall be required to move from a dwelling or to move his business or farm without at least ninety days' notice in writing, except in unusual emergency situations or where the public health and safety require immediate possession. No person shall be required to vacate a dwelling unless comparable decent, safe, and sanitary replacement housing is available, except in public health and safety emergencies. 9.2 Ninety-Day Notice A ninety-day notice to vacate may not be issued before the Agency has control of the property to be vacated. Such control may be any of the following: — Where property is acquired through negotiation, control by the Agency will accrue to the date of recordation of the deed; 0448H -19- 150 i Where property is to be acquired through eminent domain proceedings and possession is granted by an Order of -Immediate Possession, control is taken to mean the date on which such Order is granted, provided that the effective date of the Notice coincides with or falls later than the effective date of the Order; or Where property is to be acquired through eminent domain proceedings but no Order of Immediate Possession is taken, control accrues to the date of recordation of the Final Order of Condemnation. Any ninety-day notice to vacate shall contain a firm specific date by which the relocatee must vacate the property and shall include a statement that the relocatee will not be required to move from a dwelling, or to move his business or farm before ninety days from the date of the Notice. Such notice shall inform the relocatee that he also will be given a thirty-day written notice specifying the date by which the property must be vacated. 9.3 Thirty-Day Notice At least thirty days prior to the effective date of any ninety-day notice to vacate, the Agency will issue to each occupant a thirty-day notice which reconfirms the specific date established for vacation of the property. 9.4 Extensions of Notices On or before the effective date of a vacate notice, but subsequent to issuance of a thirty-day notice, a written extension of time may be granted should conditions or lack of available replacement housing or commercial sites warrant. Such extensions may not be granted for more than thirty days at one time; additional thirty-day extensions may be granted as necessary to the successful relocation of the site occupant. 9.5 Execution of Notices All notices to vacate and extensions thereof shall be signed by the Agency Executive Director or his designee. 10.0 APPEALS PROCEDURE AND ADMINISTRATIVE REVIEW 10.1 Purpose The purpose of this section is to set forth rules for processing appeals from Agency determinations as to eligibility pursuant to a relocation claim, the amount of payment, and for processing appeals from persons aggrieved by the Agency's failure to refer them to comparable permanent or adequate temporary replacement housing. 0448H -20- 150 i 10.2 Right of Review — Any complainant, that is any person who believes himself aggrieved by a determination as to eligibility, the amount of payment, the failure of the Agency to provide comparable replacement housing or adequate temporary replacement housing, or the Agency's property management practices, may, at his election, have his claim reviewed and reconsidered in accordance with the procedures set forth in this section. — A person or organization directly affected by the relocation plan may petition the Agency to review the final relocation plan as provided for in the Guidelines. 10.3 Notification to Complainant If the Project Manager denies or refuses to consider a claim, the complainant shall be notified within 15 days of such determination and shall be informed of the reasons for such denial or refusal, and the applicable procedures for obtaining review of the decision. If necessary, such notification shall be in a language most easily understood by the complainant. 10.4 Stages of Review by the Agency — Request for Further Written Information: A complainant may request the Project Manager to provide him with a full written explanation of the Agency's determination and the basis therefor, if he feels that the explanation accompanying the payment of the claim or notice of refusal inadequate. The Project Manager shall provide such an explanation to the complainant within 15 days after receipt of his request. — Informal Oral Presentation: A complainant may request an informal oral presentation before seeking formal review and reconsideration. A request for an informal oral presentation shall be filed within the period described in subsection (4) of this section, and within 15 days of the request, the Project Manager shall afford the complainant the opportunity to make such presentation. The complainant may be represented by an attorney or other person of his choosing. This oral presentation shall enable the complainant to discuss the claim with the Director or a designee (other than the person who made the initial determination) having authority to revise the initial determination. The right to formal review and reconsideration shall not be conditioned upon requesting an oral presentation. — Written Request for Review and Reconsideration: At any time within the period described in subsection 4 a complainant may file a written request for formal review and reconsideration. The complainant may include in the request for review any statement of fact within the complainant's knowledge or belief or other material which may have a bearing on the appeal. 0448H -21- 150 Time Limit for Reg uesti Review: A complainant desiring either an informal oral presentation or seeking a formal review and reconsideration shall make a request to the Agency within eighteen months following the date the move from the property is completed or the date final compensation for the property is received, whichever is later. 10.5 Formal Review and Reconsideration by the Relocation Appeals Board — The Relocation Appeals Board (as defined in Section 2.32 hereof) shall consider the request for review and shall submit its findings to the Agency staff with a recommendation whether a modification of the initial determination is necessary. The Relocation Appeals Board shall consider every aggrieved claimant's request and inform him that he has the right to be represented by an attorney, to present his case by oral or documentary evidence, to submit rebuttal evidence, to conduct such cross-examination, as may be required, for a full and true disclosure of facts, and to seek judicial review once he has exhausted administrative appeal. — Scope of Review: The Relocation Appeals Board shall review and reconsider the initial determination of the complainant's case in light of: All material upon which the Agency based its initial determination including all applicable rules and regulations, except that no evidence shall be relied upon where a claimant has been improperly denied an opportunity to controvert the evidence or cross-examine the witness. The reasons given by the claimant for requesting review and reconsideration of the claim. Any additional written or relevant documentary materials submitted by the claimant. Any further information which the Relocation Appeals Board in its discretion, obtains by request, investigation, or research, to ensure fair and full review of the claim. — Evidence: The hearing shall be formal but need not be conducted according to technical rules relating to evidence and witnesses. Any relevant evidence shall be admitted if it is the sort of evidence on which responsible persons are accustomed to rely in the conduct of serious affairs, regardless of the existence of any common law or statutory rule which might make improper the admission of such evidence over objection in civil actions. 0448H -22- 150 Hearsay evidence may be admitted for any purpose but shall not be sufficient in itself to support a finding unless it would be admissible over objection in civil actions. The rules of privilege and of official or judicial notice shall be effective to the same extent as in civil actions. Irrelevant and repetitious evidence shall be excluded. Oral evidence shall be taken only under oath or affirmation. Burden of Proof: The burden of proof shall be on the claimant in allcases. Counsel: At all hearings held before the Relocation Appeals Board, complainants may be advised by an attorney at law, licensed to practice in the State of California. A separate counsel so licensed may also advise the Relocation Appeals Board, on matters of law. The Relocation Appeals Board shall exercise all powers relating to the conduct of the hearing. In no case shall the Relocation Appeals Board's counsel participate in the decision of the ultimate issue. Time Limits: The matter shall be set by the Relocation Appeals Board, and the claimant shall be given at least five business days' notice in writing of the date and place of such hearing either by registered or certified mail, postage prepaid. The determination of review shall be issued as soon as possible, but in any event, no later than six weeks from receipt of the last material submitted by the claimant for consideration, or the date the hearing is terminated, whichever is later. In the case of the claimant's dismissal for untimeliness or for any other reason based on the merits of the claim, a written statement shall be furnished to the claimant stating the reason for the dismissal of the claim as soon as possible, but not later than two weeks from receipt of the last material submitted by the claimant or the date the hearing is terminated, whichever is later. 10.6 Appeal to Relocation Subcommittee of Agency If any claimant is unsatisfied by the decision rendered by the Relocation Appeals Board, the claimant may appeal this decision to the Relocation Subcommittee of the Agency within ninety (90) days of receipt of the Relocation Appeal Board decision. The Relocation Subcommittee of the Agency (as defined in Section 2.30 hereof) shall abide by all the rules of evidence, procedures, time limits and all other provisions defined in Section 10.5 hereof. 0448H -23- 150 10.7 Appeal to Agency If any claimant is unsatisfied with the decision rendered by the Relocation Subcommittee of the Agency the claimant may appeal its decision to the full membership of the Redevelopment Agency within ninety (90) days of receipt of the decision of the Relocation Subcommittee. The Agency shall abide by all the provisions of Section 10.5 hereof and in addition this appeal will be heard at a regular meeting of the Agency and shall be conducted as a public hearing of the Agency following not less than ten (10) calendar days public notice in a newspaper of general circulation. 10.8 Requests to Waive Time Limitations A complainant may request a waiver of time limits provided, by filing a written request for a review of a decision in accordance with the procedures set forth in Section 10.4 and 10.5, except that such written request for review shall be filed within ninety (90) days of the claimant's receipt of the Agency's determination. 10.9 Extension of Time Limits The time limits specified in Section 10.4 may be extended for good cause by the Director. 10.10 Recommendations by Third Party Upon agreement between the claimant and the Board, a mutually acceptable third party or parties may review the claim and make advisory recommendations thereof to the Agency for its final determination. In reviewing the claim and making recommendations, the third party or parties shall be guided by the provisions of this Grievance Procedure. 10.11 Review of Files by Claimant Except to the extent the confidentiality of materials is protected by law or its disclosure is prohibited by law, the claimant shall be permitted to inspect all files and records bearing upon his claim or the prosecution of the claimant's grievance. If a claimant is improperly denied access to any relevant material bearing on the claim, such material may not be relied upon in reviewing the initial determination. 10.12 Effect of Determination on Other Persons The principles established in all determinations by the Agency shall be considered as precedent for all eligible persons in subsequent similar situations regardless of whether or not such person filed or has filed a written request for review. All written determinations shall be kept on file and available for public review. 150 0448H -24- 10.13 Right to Counsel Any aggrieved party has a right to representation by legal or other counsel at his expense at any and all states of the proceedings set forth in these sections. 10.14 Joint Complainants Where more than one person is aggrieved by the failure of the Agency to refer them to comparable permanent or adequate temporary replacement housing, the complainants may join in filing a single written request for review. A determination shall be made by the Agency for each of the complainants. 10.15 Judicial Review The determination made by the Agency shall be considered final for purposes of exhaustion of administrative remedies. Nothing in this Article shall in any way preclude or limit a claimant from seeking judicial review of a claim after exhaustion of such administrative remedies as are available. 11.0 ADDITIONAL RELOCATION REQUIREMENTS State law and regulations do not prescribe relocation assistance and benefit requirements that exceed those provided for herein; however, the Agency shall follow and comply with all such requirements prescribed. 150 0448H -25- Res. No. 150 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) CITY OF HUNTINGTON BEACH) I, ALICIA M. WENTWORTH, Clerk of the Redevelopment Agency of the City of Huntington Beach, California, DO HEREBY CERTIFY that the foregoing resolution was duly adopted by the Redevelopment Agency of the City of Huntington Beach at a meeting of said Redevelopment Agency held on the end day of May 19 8e , and that it was so adopted by the following vote: AYES: Members: Kelly, Green, Finley, Erskine, Mays, Winchell, Bannister NOES: Members: None ABSENT: Members: None Clerk rk o� edeve opment Agency of the City of Huntington Beach, Ca. 150