THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com
S U M M A R Y
DIARY: September 25, 2010 09:27 AM Saturday;
Rod Welch
Gerard Fernandez called on terms lease 1158 St Matthew Pl in Concord.
1...Summary/Objective
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CONTACTS
SUBJECTS
Real Estate Property Living Quarters Continue Lease 1158 St Matthew
0503 -
0503 - ..
0504 - Summary/Objective
0505 -
050501 - Follow up ref SDS 14 0000. ref SDS 11 0000.
050502 -
050503 -
050504 -
050506 - ..
0506 -
0507 -
0508 - Background
0509 -
050901 - On 100817 Gerry called and offered to continue the current lease
050902 - agreement. Planned to visit firstr week in October to make
050903 - arrangements on siging a new lease. ref SDS 11 X65H
050905 - ..
050906 - On 100818 1528 letter notifies Pam, Ron, and Steve about call from
050907 - Jerry with condolences on Millie's death, and that Gerry wants to
050908 - continue current lease agreement a few more years. ref SDS 12 3N9Q
050910 - ..
050911 - On 100819 0649 letter to Gerry confirms plans to meet the first part
050912 - of October to discuss signing a new lease. ref SDS 13 649V
050914 - ..
050915 - On 100924, Gerry called and left a message to call him to schedule
050916 - signing a new lease. ref SDS 14 PP8X Received a letter from Gerry
050917 - asking about meeting to enter a new lease agreement. ref SDS 14 N34I
050918 - Sent a reply to call tomorrow morning. ref SDS 14 O05O
050920 - ..
050921 - On 100925 called Gerry and discussed meeting next weekend to sign a
050922 - new lease. Considered ways to meet budget objectives while continuing
050923 - the current lease. ref SDS 0 T69H Letter to Gerry confirms planning
050924 - to meet next weekend. ref SDS 0 T76Y
050925 -
050926 -
050927 -
050928 -
050930 - ..
0510 -
0511 -
0512 - Progress
0513 -
051301 - Called Gerry back....
051305 - ..
051306 - We will meet next Saturday or Sunday to sign a new lease. Gerry will
051307 - call OA Thursday to confirm the day and time to meet.
051309 - ..
051310 - Explained objectives to reduce the rent to $800 per month.
051312 - ..
051313 - Reviewed cash flow from disability income of $1,000 per month.
051314 - Utilities and living expenses already exceed this amount, so must
051315 - invest from savings to maintain progress of the work. Need to
051316 - currently focus on completing SDS transformation to 64-bit software
051317 - platform, which has been ongoing the past two years, shown by work
051318 - with Morris last night on 100924 2005. ref SDS 15 LV4G This may take
051319 - another 6 months to a year.
051321 - ..
051322 - Need to file a patent, and then begin selling the product, and/or
051323 - personal services, as done for Millie the past 10 years, e.g., Mil's
051324 - last meeting at Kaiser on 100601. ref SDS 1 4F5J
051326 - ..
051327 - There is also case management review of Millie's care requested by
051328 - Kaiser on 100730, the day after she died. ref SDS 3 036C
051330 - ..
051331 - So, this a lot to do while sustaining living expenses.
051333 - ..
051334 - Gerry advised that the current rent of $1,075 is below market rates
051335 - for Millie's condominium. He has been financing a loss on the
051336 - mortguage, plus he is worried property taxes may go up.
051343 - ..
051344 - [On 100927 0958 letter from Pam advises rent for 1158 St
051345 - Matthew Pl in Concord has been $1,175 per month.
051346 - ref SDS 16 SF6M
051348 - ..
051349 - Thanked Gerry for helping Millie avoid worry about rent the past few
051350 - years, while her health declined. Millie was always very gratefull
051351 - for Gerry's kindness and consideration.
051353 - ..
051354 - Discussed deferring some rent for 6 months or a year, and then if the
051355 - higher rent cannot be paid, end the lease; or pay the deferred amount
051356 - and continue the lease.
051358 - ..
051359 - Gerry indicated continuing the current lease is his first priority.
051361 - ..
051362 - Gerry will consider ways to close the gap on the rental rate, and send
051363 - a letter Monday or Tuesday with ideas. We can exchange thoughts
051364 - leading to the meeting on the weekend.
051365 -
051366 -
051368 - ..
0514 -
0515 -
0516 - 1047
0517 -
051701 - Letter to Gerry confirms understandings...
051702 -
051703 - 1. Subject: Continue Lease Mil's Townhouse
051704 - Date: Sat, 25 Sep 2010 10:53:11 -0700
051711 - ..
051712 - 2. This confirms planning in our call this morning to meet next
051713 - weekend to sign a new agreement. Look forward to getting your
051714 - ideas on budget issues. ref SDS 0 T69H
051716 - ..
051717 - 3. Thanks very much for consideration.
051718 -
051719 - [On 100927 1638 letter from Gerry confirming will meet next
051720 - weekend on continuing the lease. ref SDS 17 TF6I
051721 -
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051731 -
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051733 -
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051735 -
0518 -