How San Bernardino Owners Can Track Relocation Payments
A relocation payment can be legally correct and still become a bookkeeping mess. The owner needs one record showing what was calculated, funded, authorized, delivered, and returned.
For covered no fault terminations under California’s statewide Tenant Protection Act, assistance is generally equal to one month’s rent or a waiver of the last month’s rent. A separate local ordinance, funding program, or project rule may change the process. Owners should confirm the governing rule before building a tracker.
Use One Tracker Per Property
A spreadsheet can work if the columns match the legal file. The tracker should identify the property, tenant, notice date, calculation, payment election, funding date, release date, delivery proof, and open issue. A generic note that says “paid” is not enough.
| Tracker Field | What to Record |
|---|---|
| Notice | Service date, stated basis, and legal review status. |
| Calculation | Rent amount used and whether payment or rent waiver was selected. |
| Funding | Source, date, amount received, and verification contact. |
| Release | Authorized payee, approved method, and release instruction. |
| Resolution | Delivery proof, returned item, corrected payment, or final statement. |
Add a Status Column
Pending Review
The legal file or calculation is not final.
Funded
Money is in escrow but release has not occurred.
Released
Funds were delivered according to the signed instruction.
Escrow gives the tracker a neutral source of truth. The disbursement report becomes the payment record instead of a collection of screenshots and bank notes. Our guide to relocation escrow documents and our article on relocation deadlines can help owners build the file. Secured Trust Escrow documents funding and releases for owners throughout the Inland Empire.
Track San Bernardino Relocation Payments
Use a neutral account and a documented disbursement record for each relocation payment.
About the Author: This guide was prepared by the escrow officers at Secured Trust Escrow, a California DFPI licensed escrow company with experience in business holding escrow, relocation escrow, liquor license transfers, and mergers and acquisitions throughout Los Angeles, Torrance, and surrounding areas.
Legal and Regulatory Disclaimer: This article provides educational information about escrow services. It does not constitute legal, tax, or investment advice. Escrow transactions involve complex legal and financial consequences that vary by transaction type and individual circumstances. Parties should consult with qualified attorneys and tax professionals regarding their particular transactions. California regulations and market conditions change periodically. Last reviewed: October 2026.
