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Courtside Newsletter: New and Revised C.A.R. Forms in 2023


Written By: Bradley Greenman, Attorney at Law & John V. Giardinelli, Attorney at Law | Of Counsel


California real estate laws and practices are constantly evolving.  At the forefront of the industry is the California Association of REALTORS® (“C.A.R.”), who, among other things, provides standardized forms utilized by professionals and practitioners in most areas of real estate practice.  This Newsletter notes revisions to existing forms that range from minor organizational and formatting changes to important substance and language changes, which render old versions of the forms out of date.  There are also a number of forms in both spheres, released December 19, 2022, that are completely new.  Note: information about the changes noted in this newsletter comes directly from C.A.R.

Residential Purchase Agreement and Joint Escrow Instructions (“RPA”)

There are a number of changes to this form. In terms of the more minor changes to the form, in paragraphs 3E(1) and (2) the language was changed so there was no default for points. A new “optional” paragraph was added as 3G(3) which allows the buyer to ask the seller to pay for the buyer’s broker. Paragraph 3M(3), which deals with units that are occupied by persons other than the seller, now contains an advisory applicable to counter offers that sellers should add TOPA to the counteroffer if a tenant or occupant did not check the box to add the form. Additionally, paragraph 7(a) includes new language in which the unit the buyer intends to occupy needs to be vacant at the time of possession and requires the buyer to identify the unit if there are more than one. Further, some clarifications were made, including under paragraph 9B(2), where the term “window coverings” was changed to now explicitly include window hardware and rods. 

An entirely new section to assist sellers has been added in paragraph 11M.  The section “requires seller to give buyer known information about anysolar system.”  This obligation can now be accomplished through using the new SOLAR form, discussed in more detail below. Paragraph 12B(3) was altered to make reviewing seller documents its own contingency, now articulated in paragraph 8D.

Paragraph 23 was edited adding language which now requires parties to notify escrow of any assignments.  Under the revision, the nominee will be treated the same as an assignee.  Finally, the “Agent Signature lines” in the Real Estate Broker Section (which denotes the email, phone, and address of each brokerage) was updated allowing brokers to designate an electronic delivery as the phone or email provided in the signature line or through providing a different one by way of checking the appropriate corresponding box. In making these changes, the C.A.R. noted that prior forms can still be used.

Buyer Representation and Broker Compensation Agreement (“BRBC”)

In the most significant addition, the C.A.R. replaced the Exclusive Buyer Representation Agreement form (“BRE”), the Non-Exclusive Buyer Representation form (“BRNE”), and the Not-for-Compensation Buyer Representation Agreement (“BRNN”) in their entirety with this new BRBC form.

Under the new consolidated form, there is no “not for compensation option.”  Additionally, paragraph 1 of the BRBC notes, the buyer representation period will only last for the number of days specified.  Under paragraph 4B(1), the form predisposes “non-exclusive representation” entitling the broker to compensation only when there was “‘Broker Involvement’” in the purchase of the property.

Next, paragraph 4B(2) creates an optional “exclusive representation[,]” which would entitle the broker to compensation upon the buyer’s purchase of property during representation “with or without” the broker’s help.  Paragraph 4C gives either the buyer or the broker the right to cancel the agreement. One holdover from the BRE, BRNE, and BRNN worth mentioning is paragraph 4D(1).  This paragraph credits, against the buyer’s compensation obligation, any payments to the broker from the seller’s broker or from the seller.  Additionally, paragraph 4D(3) authorizes the broker to include a term asking for the seller to pay the buyer’s broker.  Finally, under paragraph 4(F), an obligation is imposed on the buyer’s broker to disclose any compensation the broker expects to receive from others on a particular property, and an obligation to disclose any compensation the broker actually ends up receiving.

Cancellation of Buyer Representation (“COBR”)

The COBR form is a new form where either the buyer or the broker can give notice of the cancellation of the representation agreement.  Functionally, there are two parts.  Part 1 provides notice of the cancellation, requiring a signature.  Additionally, Part 1 identifies any outstanding compensation due to the buyer’s broker.  Paragraph 3A relates back to the BRBC form discussed above and applies to any applicable property or to any property where broker involvement can be identified.  The form notes multiple valid forms of just compensation, including: “just expenses incurred (3B), broker receiving a referral fee (3C), broker getting paid from the seller (3D), or no compensation at all (3E)[.]”

Anticipated Broker Compensation Disclosure (“ABCD”)

Facilitating some of the changes encapsulated in the new BRBC form (which replaced the old BRE, BRNE, and BRNN forms), the ABCD form puts together the broker disclosures required under paragraph 4(F) of the BRBC form.  In Part 1 of the form, there is a new advisory to the buyer that any compensation to the buyer’s broker through the seller, or through the seller’s broker, “may impact the price the seller will accept[.]”  Part 1 also notes the obligation of the buyer’s broker to reveal promised compensation on a property-by-property basis.  Part 3 of the form provides a portion where the broker discloses the actual compensation they received.

Buyer Transactional Advisory (“BTA”)

This is a new form intended to help buyers.  It may prove to be an excellent “Risk Management tool.”  The BTA is bundled with the new BRBC form, and it outlines the responsibilities and limits of agents and buyers respectively.  The purpose of this new form is to provide buyers with more information concerning the buyer-agent relationship.

Notice of Broker Involved Properties (“NBIP”)

Upon the termination of the representation, this form comes into play when there was a period of protection provided, “or within 5 days after either the buyer or broker cancels the BRBC.”

Seller’s Payment to Buyer’s Broker (“SPBB”)

This new form works in conjunction with the RPA form when paragraph 3G(3) (discussed in detail above) is checked.  The form identifies the precise amount of compensation the buyer is asking the seller to pay the buyer’s broker and does not allow for the broker to receive double payment.

Designated Electronic Delivery Address Amendment (“DEDA”)

This new form facilitates the RPA by providing a designated electronic address for delivery of documents when the fields were left blank in the RPA or to change addresses which were provided in the RPA.

Non-Contingent Offer Advisory (“NCOA”)

Here is an entirely new advisory which notifies a buyer of the risks of making offers without contingencies.  Further, to the end of fully informing buyers, the form provides a description of the contractual value of loan contingencies (paragraph 2A), appraisal contingencies (paragraph 2B), and investigation contingencies (paragraph 2C). 

Solar Advisory and Questionnaire (“SOLAR”)

This important new form has two parts.  In the first five paragraphs, there is an advisory discussing the most common types of solar panels and the most common agreements for owning or leasing them; how payments for solar set-ups commonly work; a discussion of principles of what gets transferred in a real estate purchase; and an advisory on the importance of reviewing all documents and inspecting the system before purchasing.  In the second part of the form, there are twenty questions for the seller to answer to the full extent of their knowledge as to each.  It is intended to satisfy a portion of the seller’s duties set forth in the RPA.

Cancellation of Contract, Disposition of Deposit and Cancellation of Escrow (“CC”)

The updates to this form render it incompatible with previous versions.  The revisions to this form only concern paragraph 1B, “Proposed Mutual Cancellation,” where new language sets a time for the recipient to respond and, if the timeline is not met, the proposal is then expired.

Seller Counter Offer (“SCO”)

Language was added to the SCO form in paragraph 1B, which clarifies that seller credits in the offer remain unchanged even if the purchase price changes.  Further, changes were made to paragraph 1C clarifying that the difference between the offered price and the appraisal contingency amount will remain the same, even in the event the purchase price changes.  Older versions of this form are incompatible with these new updates.

Seller Multiple Counter Offer (“SMCO”)

Here, the changes to the SMCO mirror those changes which were made to the SCO form discussed above.  Paragraph 1B was changed to clarify that the seller credits in the offer remain unchanged in the event of a purchase price change.  Similarly, paragraph 1C clarifies the difference between the offered price and appraisal contingency amount remains the same in the event of a purchase price change.  Much like the SCO form, the older versions of the SMCO are not compatible with these new updates.

Below is a discussion of the changes to the C.A.R. standardized forms, which are utilized in lease and rental agreements.  Here, much like the changes to the C.A.R. forms utilized for purchase agreements; the changes fall on a spectrum from minor to significant to entirely new forms.  Note: information about the changes to these forms comes directly from C.A.R.

Lease Listing Agreement (“LL”)

Here, the relevant changes made to LL form render the previous revisions of the form incompatible.  Throughout the entire form, the term “owner” has been replaced by the term “Rental Property Owner.”  Additionally, the new Rental Property Owner Disclosure Form (“RPOD”) is tied into this form by reference.  The new RPOD replaces the old owner disclosure paragraph.  Additionally, paragraph 3E was added to the LL form as an optional paragraph to allow for broker compensation in the event the tenant acquires the property during the term of the tenancy.  Under paragraph 4A, the form specifies whether the tenant’s initial payment goes to the rental property owner or to the broker.  Finally, an indemnity paragraph was added “to be consistent with the Property Management Agreement [form].”  See discussion below of the relevant changes to the Property Management Agreement form.

Property Management Agreement (“PMA”)

Similar to the revised LL form, these new PMA revisions render the older versions of the form non-usable.  Here, also like the new LL form updates, the term “Owner” is replaced throughout with the term “Rental Property Owner[.]”  Another parallel change to those made to the LL form is that the owner disclosure paragraph has been replaced by the new RPOD form discussed below.  A unique change to the PMA is that paragraph 1B(2) does not allow termination of the agreement for cause by either party at any time.  Additionally, paragraph 3G expands indemnification for certain ongoing payments (i.e., property taxes mortgage payments, HOA fees, etc.) to be paid by the Rental Property Owner, absent willful misconduct or gross negligence on behalf of the property manager.  Under paragraph 4F, if the Rental Property Owner does not purchase liability insurance, the Property Manager may do so and then charge the Rental Property Owner for the expense.  Additional “[o]ptional compensation clauses” were added in paragraph 7, accounting for pre-litigation fees, onboarding fees, cancellation fees, and file closing fees.  Paragraph 11 assigns the responsibility of paying attorney’s fees to each side respectively.  Finally, paragraph 14 added an option right of the Property Manager to alter the PMA on 30-days’ notice, leaving a right to the Rental Property Owner to object and cancel the agreement without applying a cancellation fee.

Rental Property Owner Disclosure (“RPOD”)

This is a new form which functions in a similar manner to a Seller Property Questionnaire (“SPQ”) for Rental Property Owners.  For example, in paragraph 4, the form asks for the Rental Property Owner’s knowledge about eight statutory based disclosures, including, but not limited to: deaths on the property; lead-based paint disclosure; and pest control disclosures.  Paragraph 5 inquiries into the Rental Property Owner’s knowledge of nineteen non-statutory based disclosures, including, but not limited to: pets, parking, permits, and bed bugs.  This form was drafted for the purpose of informing the lease listing agent or property manager of the condition of the property, and not for delivering to the tenant.  The form is delivered to the Broker.

Residential Lease or Month to Month Rental Agreement (“RLMM”)

Here, the RLMM form replaces the LR form, and previous revisions are no longer usable in light of the changes.  Notably, the terms Rental Property Owner, Authorized Broker or Agent, and Property Manager are all now referred to as “Housing Provider[.]”  The C.A.R. noted that these changes were made to get away from the use of the term “landlord[,]” which it noted, “has a negative connotation.”  In addition to the changes in verbiage, paragraph 5 added more language on the limits of receiving multiple rental payments in advance.  Additionally, a warning for tenants was added about removing photos and other valuables that they would not want visible in photos or videos marketing the property online.

Application to Lease or Rent/ Screening Fee (“LRA”)

The LRA form now includes the word “Lease” such that it applies to both lease and rental applications.  Additionally, general formatting changes were made to the form including moving information about the property address, rental amount, and the proposed move-in date for the premises being sought, from the “tenant information section I” to the “Screening fee section II[.]”   Similar to the other forms in the rental and lease agreement area of practice, the terms “Owner[,]” “Authorized Broker or Agent[,]” and “Property Manager” are now collectively defined as “Housing Provider[.]”  Additionally, the maximum screening fee is now $52.46.  The changes made to LRA form render previous versions of the form incompatible.

California Consumer Privacy Act Advisory, Disclosure and Notice (“CCPA”)

Changes made to the CCPA form helped shorten the form.  Additionally, a URL link was added to the form to allow quick access to research of any enacted regulations concerning consumer privacy.  Older versions of the form are rendered incompatible with these updates.

Extension of Time Amendment (“ETA”)

Here, much like the changes to the CC form discussed above, language was added establishing a time for the recipient party to respond by.  Failure to respond by the timeline means the proposal to extend time expires.  The word “addendum” has been replaced by “amendment.”  The new language can be found in paragraph 5 of the form.  Previous versions of the form are no longer compatible with the updates.

Residential Lease After Sale (“RLAS”)

Changes made to the RLAS form are particularly relevant to any sellers staying in possession of the property without any charge.  Specifically, language was added to paragraph 5A advising of the maximum charge a security deposit can impose.  This change makes the form consistent with the RLMM form discussed above.  Other revisions to the form include adding language to the “condition of the property” paragraph for the seller/tenant to acknowledge the condition is as is disclosed in the purchase agreement.  Additionally, paragraph 14A was changed such that the seller/tenant is not responsible for smoking damage that already existed at the time the lease commenced.  Similar to other forms with substantial revisions this year, older forms are no longer compatible with this updated version.

2023 LEGAL NOTICES AND DISCLOSURES REGARDING DUES BILLING STATEMENT


LEGAL NOTICES AND DISCLOSURES REGARDING DUES BILLING STATEMENT

REALTOR® ACTION ASSESSMENT & FUND: Explanation and Legal Notice

California Association of REALTORS® (C.A.R.) Political Action Committees: C.A.R. sponsors four Political Action Committees (PACs). CREPAC is used to support state and local candidates to further the goals of the real estate industry. CREIEC is an independent expenditure committee that independently advocates for or against candidates in accordance with the interests of the real estate industry. CREPAC/Federal supports candidates for the U.S. Senate and House of Representatives. IMPAC supports local and state ballot measures and other advocacy oriented issues that impact real property in California. IMPAC is funded by your dues dollars. C.A.R. also supports the Advocacy Local Fund (ALF), a non-PAC fund for expenditures on general advocacy activities.

* REALTOR® Action Assessment (RAA): This mandatory $69 state political assessment may be satisfied in one of two ways: either (1) a voluntary contribution to CREPAC, CREIEC, and/or IMPAC and/or other related political purposes or (2) a designation of the funds for political purposes in the C.A.R. general fund. You may include the entire amount on one check and if you do so, $69 will go into CREPAC, CREIEC and/or IMPAC, or other related political purposes. If you have an assessment that is over $138 due to your DR nonmember count, then any amount over $138 contributed to the state PACs (i.e. CREPAC, CREIEC and IMPAC) will go into CREIEC. If you choose not to contribute to a PAC, you must do so in writing and the entire assessment of $69 will be placed in the C.A.R. general fund and used for other political purposes. PAC contributions from the REALTOR® Action Assessment will be allocated among CREPAC, CREIEC, IMPAC and possibly ALF. The allocation formula is subject to change. Payment of the assessment is a requirement of maintaining membership.

¤ REALTOR® Action Fund (RAF): REALTORS®, and REALTOR-ASSOCIATES® may also participate in RAF by including an additional voluntary contribution on the same check as your dues and assessment payment. One-hundred and fourty-eight ($148) is the suggested additional voluntary contribution but you may give more, or less, or nothing at all. No member will be favored or disfavored by reason of the amount of his/her contribution or his/ her decision not to contribute. Contributions to the REALTOR® Action Fund will be allocated among C.A.R.’s political action committees (CREPAC, CREIEC, and CREPAC/Federal) according to a formula approved by C.A.R. depending on whether it is a personal or corporate contribution. The allocation formula is subject to change including re-designating a portion to IMPAC and ALF. Failure to contribute to RAF will not affect an individual’s membership status in C.A.R.

« For over 25 years, the SRCAR® Scholarship Foundation has awarded scholarships to outstanding, college-bound high school seniors in the Southwest Riverside County area whose family member(s) work within the real estate industry. Voluntary contributions may be deductible; please consult your tax professional.Political contributions are not deductible as charitable contributions for federal and state income tax purposes. Dues payments & assessments (Local Association, C.A.R., and NAR) and contributions to “REALTOR® Action Fund” are not tax deductible as charitable contributions. Contributions to the C.A.R. Housing Affordability Fund are charitable and tax deductible to the extent allowable under both Federal and State law. However, the dues portion of your bill, excluding the portion of dues used for lobbying activities, REALTOR® Action Assessment and REALTOR® Action Fund, , may be deductible as ordinary and necessary business expenses. Please consult your tax professional.

<3 Help Make a Difference with our local food pantries. Hearts for Hunger food drive raises awareness and funds that will be donated directly to local food pantries. No one should ever starve, and with your help we can make sure we’re doing out part to curb the hunger.

CORPORATE CONTRIBUTIONS to C.A.R.’s PACs are permissible and may be used for contributions to state or local candidates or for independent expenditures to support or oppose federal, state, or local candidates. However, current C.A.R. practice is to deposit all corporate contributions into CREPAC, CREIEC, IMPAC and possibly ALF in an allocation to be determined by C.A.R. A corporate contribution includes any contribution drawn from a corporate account.

PERSONAL CONTRIBUTIONS to C.A.R.’s PACs may be used for both state and federal elections and therefore may be deposited into CREPAC/ Federal in addition to all other C.A.R. political action committees. Up to $200 of a REALTOR® Action Fund contribution will be divided between CREPAC/Federal and CREPAC, CREIEC, IMPAC and possibly ALF in an allocation to be determined by C.A.R. Any amount above $200, up to applicable legal limits, will be allocated to CREPAC/Federal.

If you are a California major donor and need specific information regarding your contributions, please contact the C.A.R. Controller’s office at (213) 739-8252. Contributions in excess of the contribution limits will be reallocated to another PAC connected with C.A.R. Under the Federal Election Campaign Act, an individual may contribute up to $5,000 in a calendar year to CREPAC/Federal.

Political contributions are not deductible as charitable contributions for federal and state income tax purposes. Federal and State law prohibit any individual from making political contributions (either RAA or RAF) in the name of or on behalf of any other person or entity.

NOTICE REGARDING DEDUCTIBILITY OF DUES, ASSESSMENTS AND CONTRIBUTIONS

2023 ESTIMATED PORTION OF YOUR DUES USED FOR LOBBYING THAT ARE NON-DEDUCTIBLE:

NAR26.15%$51.00
C.A.R.35.19%$79.18
SRCAR15.5%$20.00

Total Non-Deductible (Lobbying) Dues: $150.18

Dues payments and assessments for your local association, C.A.R. and NAR, and contributions to RAF are not tax deductible as charitable contributions. However, the dues portion of your bill, excluding the portion of dues used for lobbying activities, REALTOR® Action Assessment and REALTOR® Action Fund, may be deductible as ordinary and necessary business expenses. Contributions to C.A.R. Housing Affordability Fund are charitable and tax-deductible to the extent allowed under both federal and state law. Please consult your tax professional.

All dues, assessments, and fees are non-refundable.

+ C.A.R. HOUSING AFFORDABILITY FUND:

REALTORS® and REALTOR-ASSOCIATES® may make a voluntary, tax-deductible, charitable contribution to the C.A.R. Housing Affordability Fund (HAF) on the same check as the dues payment. HAF is a charitable nonprofit organization whose purpose is to address the statewide housing crisis. It receives contributions from REALTORS® and other individuals as well as businesses and other organizations and distributes funds through local associations of REALTORS® toward programs that increase homeownership and the supply of housing across the state.

HAF is exempt under Section 501(c)(3) of the IRS Code. Contributions to HAF from both individuals and businesses are charitable and tax-deductible to the extent allowed under both federal and state law.

Individual contributions are designated by ‘Keys to California’ Pins: Ambassador ($25), Bronze ($100), Silver ($500) with an option to renew annually for $250, Gold ($1,000) with an option to renew annually for $350, and Founder’s Circle ($1,500) with an option to renew annually for $500. For information about HAF, including major non-cash gifts or corporate sponsorships, visit www.carhaf.org or contact the HAF at 213-739-8200 or by mail at 525 S. Virgil Ave., Los Angeles, CA 90020.

YOUR SUBSCRIPTION TO CALIFORNIA REAL ESTATE MAGAZINE IS PAID FOR WITH YOUR DUES AT A RATE OF $6.00 AND IS NON-DEDUCTIBLE THEREFROM.

Housing Diversity Committee – Upcoming Events


Fall Business Meetings – October 11-14

  • Long Beach Women’s Council of REALTORS® Installation Reception – October 10, 6:30 p.m – 11:00 p.m.
  • Fair Housing and Diversity Forum – October 11, 10:00 a.m. – 12:00 p.m.
  • Fair Housing Policy Committee – October 11, 1:00 p.m. – 2:30 p.m.
  • Diversity Committee – October 12, 3:45 p.m. – 5:15 p.m.
  • ReImagine Conference & Expo – October 11-13,
  • Long Beach All Voices – Wednesday, Oct. 12, 5:00 p.m.-8:00 p.m.
  • Silver Linings – Down Market Opportunities for Underserved Communities – Thursday, 1:45 p.m. – 2:30 p.m.
  • Major Brand DEI Officer Panel – Thursday, 3:35 p.m. – 4:20 p.m.
  • Multicultural Group 2022 Conferences NAHREP at L’Attitude – September 22- September 25 in San Diego
  • LGBTQ+ Alliance for Real Estate – September 28 – September 30 in Las Vegas
  • California Association of Real Estate Brokers (CAREB) – October 18 – October 22 in Los Angeles
  • Asian Real Estate Association of America (AREAA) – October 20 – October 22 in San Diego

REINVESTMENT IN TEMECULA – GRANT FUNDING OPPORTUNITY TEMECULACA.GOV /GRANTS


  • $2.2 Million grant funding available to nonprofit organizations that provide services to Temecula residents. ($1.1 Million for FY22-23 and $1.1 Million for FY23-24.)
  • Nonprofit organizations can apply for a grant up to $50,000 (each year).
  • Fund services or programs that serve Temecula residents. Nonprofits can be located outside Temecula, but the services they provide with this grant must specifically serve Temecula residents.
  • Applicants must be an exempt 501(c)(3) nonprofit organization.
  • Intended to serve Temecula families, youth, special needs, seniors, veterans, as well as the arts community, social services or any groups of Temecula residents that experience a narrowing of opportunities in proportion to their total population. Examples of past funding program have assisted Temecula’s children in foster care attending TVUSD, educational activities for youth, military families, veterans, cancer patients, senior citizens, hospice care, and more.
  • This grant covers services provided March 20, 2020 – June 30, 2024 not otherwise paid for by other grant funding.
  • Grant funds are not for capital projects, such as building improvements, or for scholarships, salaries or debts. Grants are to be used to pay for expenses associated with charitable goods and services that specifically benefit Temecula residents.
  • Grants do not require a match.
  • The grant application was made available on July 1, 2022. The deadline to submit is Monday, September 12, 2022. Awards will be decided/announced at a City Council Meeting in November 2022.
  • All information including the application is online at TEMECULACA.GOV/GRANTS
  • Applications may cover projects moving forward; however, grants are available to cover expenses incurred from March 20, 2020 to June 30, 2024.

The City of Temecula is honored to present these grants at a time when inflation is at record highs and resident needs may be critical.

CURRENT FACTS AND STATS

  • Population: 109,925
  • Median Age: 36.1 years old
  • Household Income: $143,718 – Up 8.3% from 2021
  • Number of Jobs: 55,400 Up 0.5% from 2021
  • Temecula Unemployment (June 2022): 3.1%
    • This is lower than 4% State/County & 3.6% National

Number of Permits Issued City comparison:

Issuance is higher than pre-pandemic

Total Building Permits
2019: 3121 issued.
2020: 3,486 issued.
2021: 4,652 issued.
First Quarter 2022: 1,257
First Half 2022: 2,659

New Residential Units
2019: 63
2020: 272
2021: 456
First Quarter 2022: 207
Permits Issued for Projects valued at over $100K+ 2019: 108
2020: 306
2021: 486
First quarter 2022: 86

PROJECTS SCHEDULED FOR 2022

  • Ynez Road (from Rancho Vista to Santiago) – Slurry/Paving – Will be complete mid-August 2022 (in process; also restriping for two lanes northbound)
    Slurry/Paving August/September through November:
  • Areas in Meadowview
  • Paloma Del Sol
  • Paseo Del Sol
  • Community between Rancho California Road and Rancho Vista (west of Meadows Parkway)
  • 1-15 French Valley Parkway …. Breaking ground in December. (adds two lanes northbound 1-15 from Winchester to 215)
  • We’ll be landscaping the Temecula Parkway Interchange and will eventually accommodate a beautiful display of Native American public art once approved by the Pechanga Tribe.
  • Working on extending Overland bridge to Diaz Road.

PARKS/TRAILS

  • Just added a 4th Pump Track (2 were added in 2022)
  • Just opened the Old Town Creek Walk … which is a segment of the “Temecula Loop”
  • Community Rec Center at Ronald Reagan Sports Park. This will be a complete renovation. It includes an expansion and reconfiguration of teen center; conversion of office space to accommodate a dedicated police substation; renovation of key components throughout the building. In design.
  • Also at Ronald Reagan Sports Park – New bathrooms and concession stand nearing completion. Demolished old building which is now being replaced.
  • Also at Ronald Reagan Sports Park – We are also rebuilding our in-line Hockey Rink and Skate Park.
  • Margarita Recreation Center Under construction and anticipating grand opening in Summer 2023.

FOODIE SCENE

  • Cork Fire Kitchen at Temecula Creek Inn: 2021 “Award of Excellence” by Wine Spectator Magazine.
  • Temecula’s Bushfire Kitchen named one of “2022’s America’s Hottest Startup Fast Casuals”
  • Old Town’s Be Good restaurant was just featured in Forbes.
  • Some restaurants /coffee places have opened in the City from July 21-July 22.

Tacos and Beer
Landeros Mexican Grill Crumbl Cookies
Dos Hermanos Artisans Adelaide’s
Margaritas Cocina ‘and Cantina Bastards American Canteen East Coffee (2 new locations)

Papafeta
Kung Fu Tea
Angry Chickz
Wing Stop (add’I Location) Nana’s Tamales
Avery Tea
The Sushi Sushi
My Happy Plate
Rival Coffee
The Local Provisions Cotijas Taco Shop
The Coffee Shop
Cookie Plug

  • New places to eat soon (in process of opening):
    • Benihanas (at old Soup Plantation),
    • Long Horn Steak House (at old Marie Callendars and under construction now)
    • Silverlake Ramen and
    • Better Buzz will open in September (on Temecula Pkwy)

AT THE MALL

Edwards Theater — check out the 4DX. Your movie seats move, weather effects like lightning, rain and wind. It’s an EXPERIENCE (competing with home movies like Netflix, etc.)

Large Private Projects Submitted to Planning:

  • 475,000 square feet -Large Luxury Hotel – Temecula Resort & Spa. Proposed on east side of Front Street between 1st and 2nd Street. Under review.
  • 500,000 Square foot- Higher end complex of apartments on Jefferson. Originally was going to be hotel units; now it appears rentals only. Under review.
  • New 18,000 Square foot building in Old Town. To left of Palomar Hotel. Under review.
  • Citywide 153,000 total of new industrial space is in the planning pipeline.

PUBLIC SAFETY /POLICE:

  • With all the visitor, attractions, and events Temecula has to offer. .. SUCH AS Rod Run, the Balloon and Wine Festival, a regional mall, the casino, Old Town, numerous hotels, and 3.5 million visitors each year as a destination City … we are the 16th Safest City in the Nation! This is achieved through intentional budgeting to provide high staffing levels in the police department to blanket the city at all times.
  • Of the City’s $103 Million Budget, 57% is spent on Public Safety. Our highest priority.
  • Even though our population is slightly down (2.4%), we are adding more public safety in 2022 as follows:
    • hiring 5 new sworn officers
    • hiring 1 new Community Services Officer
    • Purchasing two new police motorcycles.
    • This equates to 5 additional Patrol Hours per day.
    • This staffing level surpasses our goal of 1 officer per 1000 residents.

PUBLIC SAFETY/FIRE

  • On the fire-side of the house:
    • We are well staffed with 4-fire fighters per engine, including two trained paramedics.
    • 2022: Purchasing 2 new medic squad trucks for emergency responses.

BUDGET:

  • The majority of the City’s budget is generated by Sales Tax.
  • Temecula ranks in the TOP 13% of retail sales generators in the State.
  • This Fiscal Year, which started July 1st, we anticipate over $84 Million (Both Measure S and General sales tax) to be generated.
  • And, what’s important here is that nearly HALF of this amount is estimated to come from VISITORS who do NOT live in Temecula. So, thank you to our tourism industry / visitors for about $42Million Dollars which we reinvest in public safety and infrastructure.
  • Visitors. Each year we welcome approximately 3.5 million NONLOCAL visitors. These are visitors who travel over 50 miles to Temecula. This number was down to 2.3 million due to COVID in 2021 but we expect it to rise to the normal 3.5 Million in 2022.
  • $103 Million annual operating budget and we set aside 25% for emergency reserves. The City remains fiscally strong and a great place for residents and businesses to invest.

QLMP

  • Draft Update to our Quality of Life Master Plan will be presented to each of the Commissions this month. These are open public meetings you may attend.
  • Draft will also be placed online for a few weeks for public input/review as well.
  • Check out TemeculaCA.gov/qlmp for details.

Quick Guide: Fair Housing Laws


A convenient PDF has been created and is available to download.

  1. EQUAL ACCESS TO HOUSING FOR ALL: All housing in California is available to all persons. Discrimination (the practice of treating someone unequally) is prohibited by law.
  2. LAWS: Multiple federal and state laws, along with applicable local ordinances, make up “fair housing laws.” Primarily, these laws are the: Federal Fair Housing Act (FHA); California Fair Employment and Housing Act (FEHA); and California Unruh Civil Rights Act (Unruh).
  3. WHO/WHAT ENTITY IS REQUIRED TO COMPLY: Providers of housing accommodations – sellers, landlords, sublessors, property managers, real estate licensees, real estate firms, HOAs – or financial assistance services- lenders, insurance companies – are all subject to fair housing laws.
  4. PURPOSE: Prohibit discrimination in the sale, rental, or financing of residential housing against any person based on that person’s belonging to, association with, possessing, or perceived membership in protected classes or characteristics.
  5. PROTECTED CLASSES/CHARACTERISTICS: The following list identifies protected classes and characteristics:
    • Race
    • Color
    • Ancestry
    • National Origin
    • Religion
    • Sex
    • Sexual Orientation
    • Gender
    • Gender Identity
    • Gender Expression
    • Marital Status
    • Age
    • Primary Language
    • Immigration Status
    • Medical Condition
    • Citizenship
    • Familial Status (family with child under 18)
    • Disability (Mental & Physical)
    • Members of military or Veterans
    • Source of Income (Section 8 Voucher)
    • Criminal History
    • Any arbitrary characteristic
  6. BEST PRACTICES to AVOID Violating Fair Housing Laws:
    • A. Selection of location/neighborhood, property features, price range and other considerations should come from the buyer/tenant.
    • B. Real estate licensees should provide complete and objective information to all clients based on the client’s selection criteria and not selectively provide information to clients based on protected class or characteristics.
    • C. Real estate licensees should provide the same professional courtesy in responding to all inquiries, sharing of information, and offers of assistance to all clients and prospects.
    • D. Housing providers should not make any statement or advertisement that directly or indirectly implies preference, limitation, or discrimination regarding any protected class or characteristic.
    • E. Housing providers should use a selection process relying on objective information about a prospective buyer’s offer or tenant’s application and not seek any information that may disclose any protected classes or characteristics. This will ensure the same qualification criteria and procedure will be used and equal terms and privileges will be made available.
    • F. Reasonable accommodation requests or reasonable modification requests should be handled in a prompt manner with an interactive process if immediate approval is not available.
    • G. Be aware of possible unconscious bias and act consciously to treat all equally.
  7. PENALTIES
    • A. Violations of various fair housing laws may result in monetary civil fines, injunctive relief, compensatory and/or punitive damages, and attorney fees and costs.
    • B. A violation of DRE regulations or real estate laws prohibiting housing discrimination by a real estate licensee may result in the loss or suspension of the licensee’s real estate license.
    • C. REALTOR® ORGANIZATIONS PROHIBIT DISCRIMINATION: NAR Code of Ethics Article 10 prohibits discrimination in employment practices or in rendering real estate license services against any person because of race, color, religion, sex handicap, familial status, national origin, sexual orientation, or gender identity by REALTORS®.