HomeMy WebLinkAboutHousing Commission Agenda Packet 9.2.20 CITY OF PALM DESERT
REGULAR PALM DESERT HOUSING COMMISSION MEETING
AGENDA
WEDNESDAY, SEPTEMBER 2, 2020
(VIRTUAL MEETING)
3:30 P.M.
CITY OF PALM DESERT, CALIFORNIA
I. CALL TO ORDER
II. ROLL CALL
III. ORAL COMMUNICATIONS
Note: In consideration of the current Coronavirus/COVID-19 Pandemic and
pursuant to the Governor's Executive Orders, Commissioners may participate
via Virtual Meeting.
Any person wishing to discuss any item not otherwise on the agenda has the following
options for remote public participation:
Public comment may be received by email or voicemail from the time the agenda is posted
up until one (1) hour prior to the posted time of meeting convening (2:30 p.m.).
Emails may be sent to housing(c,cityofpalmdesert.org. Voicemails may be left at (760)
776-6412 and may not exceed three (3) minutes in length. Emails and/or voicemails
received will be read into the record, if the sender so requests.
Because the Brown Act does not allow the Housing Commission to take action on
items not on the agenda, Commissioners will not enter into discussion but may briefly
respond or instead refer the matter to staff for report and recommendation at a future
Housing Commission meeting.
Reports and documents relating to each of the following items listed on the
agenda, including those received following posting/distribution, are on file in
the Office of the Department of Community Development and are available for
public inspection. Please contact (760) 346-0611, Extension 41Z at least 24
hours in advance for assistance with access to any of the Agenda, materials, or
remote participation.
AGENDA
REGULAR HOUSING COMMISSION MEETING SEPTEMBER 2, 2020
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of March 4, 2020.
Rec: Approve as presented.
Action:
V. NEW BUSINESS
A. REQUEST TO RECEIVE AND FILE the Approved staff report from Housing
Authority Board meeting of August 27, 2020; Adoption of Resolutions by the City
Council and the Palm Desert Housing Authority Board rescinding Resolution Nos.
2020-46 and HA-94, respectively, to end the temporary suspension of the Housing
Commission meetings.
Rec: Approve as presented.
Receive and File.
B. REQUEST TO RECEIVE AND FILE the Approved staff report from Housing
Authority Board meeting of August 27, 2020; Award of Contract No. HA40360 to
Southwest Protective Services, Inc. dba Southwest Security for Courtesy Patrol
Services at the Palm Desert Housing Authority Properties in a total annual amount
not to exceed $139,280.
Rec: Approve as presented.
Receive and File.
C. RECEIVE AND FILE the Approved staff report from Housing Authority Board
meeting of June 11, 2020; Approve a Second Extension to Contract No. HA37270
with John Harrison Contracting, Inc., in an amount not to exceed $175,000 for
HVAC Mechanical Systems Maintenance Services at the Palm Desert Housing
Authority Properties (Contract No. HA37272).
Rec: Approve as presented.
Receive and File.
D. RECEIVE AND FILE the Approved staff report from Housing Authority Board
meeting of May 28, 2020; Approve authorization for the use of Lowes Home
Centers, Inc., Home Depot U.S.A., Inc., and HD Supply Facilities Maintenance for
Purchase of Materials, Supplies and Appliances for Palm Desert Housing Authority
Properties ("Authority") for FY 2020/2021.
Rec: Approve as presented.
Receive and File.
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AGENDA
REGULAR HOUSING COMMISSION MEETING SEPTEMBER 2, 2020
E. RECEIVE AND FILE the Approved staff report from Housing Authority Board
meeting of May 28, 2020; Approve authorization for the use of The Sherwin-
Williams Company for Purchase of Paint and Paint Related Materials and Supplies
for the Palm Desert Housing Authority Properties for FY 2020/2021.
Rec: Approve as presented.
Receive and File.
F. RECEIVE AND FILE the Approved staff report from Housing Authority Board
meeting of May 28, 2020; Adoption of Resolution HA-94 and 2020-46 by the City
of Palm Desert and Housing Authority, Authorizing the Temporary Suspension of
the Housing Commission Meetings with the addition that staff will consult with the
Chair of the Housing Commission who could request a virtual Housing
Commission meeting if he felt the topic warranted one.
Rec: Approve as presented.
Receive and File.
VI. CONTINUED BUSINESS
None
VII. OLD BUSINESS
None
VIII. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
B. Commission Reports
• Informational update on Emergency Rental Assistance Program by City Staff,
Christopher Gerry, Management Analyst
• Memorial tile for former commissioner Mr. Wade Tucker
C. Summary of City Council and Housing Authority Actions
D. RPM Company Monthly Reports for January, February, March, April, May and
June 2020
• Monthly Occupancy Status Report
• Monthly Occupancy and Average Rent Summary
• Report#1 — Monthly Occupancy and Average Rent Statement
• Report#2 — Monthly Net Operating Income Statement
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AGENDA
REGULAR HOUSING COMMISSION MEETING SEPTEMBER 2, 2020
E. Update on Housing Authority Properties for February, March, April, May, June
and July 2020
• Palm Desert Housing Authority Project Report for February, March, April,
May, June and July 2020
F. Update on the Home Improvement Program
ACTIVITY February/March/April/May/June/July/August 2020
Inquiries (Calls, Walk-Ins, Emails): 3
Applications Provided: 3
Applications Received: 2
Applications being processed: 2
Eligible (Possibly meets criteria): 0
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 0
(JHC Construction — SCE/Gas Co)
IX. ADJOURNMENT
I hereby certify under penalty of perjury under the laws of the State of California that the
foregoing agenda for the Housing Commission was posted on the City Hall bulletin board not
less than 72 hours prior to the meeting. Dated this 27th day of August 2020.
Melinda Gonzalez, Recording Seci ry
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CITY OF PALM DESERT
REGULAR PALM DESERT HOUSING COMMISSION MEETING
PRELIMINARY MINUTES
WEDNESDAY, MARCH 4, 2020 — 3:30 P.M.
DEVELOPMENT SERVICES CONFERENCE ROOM
73-510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER
Chair Juan Mireles called the meeting to order at 3:30 p.m.
II. ROLL CALL
Present: Absent:
Commissioner Donna Ault Vice-Chair Gregory Ballard
Commissioner Jann Buller
Commissioner Dennis Guinaw
Commissioner Melody Morrison
Chair Juan Mireles
Also Present:
Lauri Aylaian, Executive Director
Kathleen Kelly, City Council Member Liaison
Ryan Stendell, Director of Community Development
Jessica Gonzales, Senior Management Analyst
Veronica Tapia, Senior Management Analyst
Teresa Vakili, RPM Company
Melinda Gonzalez, Recording Secretary
III. ORAL COMMUNICATIONS
None
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of February 5, 2020.
Rec: Approve as presented.
Upon a motion by Commissioner Morrison, second by Commissioner Ault, and
a 5-0 vote of the Housing Commission the Consent Calendar was approved as
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020
presented (AYES: Ault, Buller, Guinaw, Mireles, and Morrison; NOES: None;
ABSENT: Ballard).
V. NEW BUSINESS
A. REQUEST FOR CONSIDERATION to recommend approval of the Palm Desert
Housing Authority Proposed Budget for FY 2020-2021.
Rec: By Minute Motion, the Housing Commission forward a recommendation to
the Palm Desert Housing Authority Board to approve the Finance Director's
inclusion of the 2020-2021 Palm Desert Housing Authority Operating,
Capital, and Replacement Budget in the City of Palm Desert's
Comprehensive Finance Plan for 2020-2021, to be presented to the
Housing Authority Board for approval at a future meeting.
Senior Management Analyst, Jessica Gonzales, acknowledged the Palm Desert
Housing Authority (PDHA) proposed budget for FY 2020-2021 before the
Commissioners. Mrs. Gonzales advised the Director of Finance prepares the City's
Financial Plan which includes the proposed Palm Desert Housing Authority budget
that identifies the anticipated revenues and expenditures for the upcoming fiscal
year. Mrs. Gonzales addressed the additional memo which was provided to
attendees before the meeting. She explained it was supplementary to the budget
worksheet which was provided in the agenda packet. She further explained the
memo contained a summary of the current overall budget numbers reflected on
the budget worksheet as well as a summary for prior years. Mrs. Gonzales invited
questions or comments regarding the proposed budget.
Chair Mireles inquired about money that was used from set aside funds and asked
if these funds would be replaced in the future. In response, Mrs. Gonzales stated
until other funding sources or opportunities are identified and secured, revenue
from the properties will be utilized to cover costs to maintain PDHA properties
andother housing programs that are offered.
Upon inquiry by Commissioner Morrison as to what falls under miscellaneous
expenses included on the budget, Senior Management Analyst, Veronica Tapia
stated miscellaneous expenses are anything other than administrative
management costs including items such as office supplies, travel reimbursements,
lease expenses and other varied costs.
In response to inquiry by Chair Mireles, Mrs. Gonzales stated the budget will go
through a process of review jointly with the City's budget by the City Council before
it is presented for consideration to the Authority Board for approval, tentatively in
June 2020. Mrs. Gonzales advised Commissioners they will be informed at a future
meeting when the budget will go before the Authority Board for approval so those
who would like to attend the meeting can do so.
Upon a motion by Commissioner Guinaw, second by Commissioner Buller, and
a 5-0 vote of the Housing Commission the request to recommend approval for the
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PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020
inclusion of the Palm Desert Housing Authority Proposed Budget for FY 2020-2021
was approved as presented (AYES: Ault, Buller, Guinaw, Mireles, and Morrison;
NOES: None; ABSENT: Ballard).
VI. CONTINUED BUSINESS
None
VII. OLD BUSINESS
None
VIII. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
Commissioner Buller stated at the City Council meeting there was a presentation
regarding the Housing Overlay District which noted that Palm Desert was the
employment center of the Coachella Valley. She inquired as to whether there was
a link between employment and the preference criteria to qualify for the affordable
rental program for applicants employed in Palm Desert.
Ms. Gonzales stated employment in Palm Desert is not a criteria on the application
for the Authority's affordable rental program. However, there is link with other
projects like Self-Help which does contain a criteria that requires one of the
members in the household to work in the community. Additionally, there are other
assistance loans offered through the Housing Mitigation Fund which also contain
the criteria that requires one household member to work in the Palm Desert. In
response to inquiry by Chair Mireles, Ms. Gonzales advised that this criteria is
verified at the time a prospective applicant is qualified. The applicant is required to
provide verification from their employer to confirm employment within the
jurisdiction of the City.
Commissioner Buller stated the subject of Accessory Dwelling Units (ADU) was
also discussed and asked if there was any anticipated impact for the demand of
affordable housing. Ms. Gonzales stated ADU's might help alleviate some of the
individuals on the wait list for the properties. Ms. Buller commented that would be
a positive impact. Community Development Director, Ryan Stendell, advised there
were not a lot of applications for ADU's, noting approximately four in the last year.
Ms. Gonzales added it has been noted many ADU's are commonly built to house
extended family.
Commissioner Guinaw asked if the property located across from City Hall was
allocated for housing units. Ms. Gonzales clarified the property located further east
of City Hall on San Pascual is allocated for affordable housing. Upon inquiry, Ms.
Gonzales stated the property is approximately 1.4 acres and the hope is for a
minimum of 32 units to be built. She noted the property used to have 14 units,
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PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020
however, the size is comparable to the Housing Authority property, Palm Village,
which has 36 units.
Upon inquiry by Chair Mireles, Mr. Stendell stated apart from the opportunities
mentioned the City owns approximately 36 acres near Portola Avenue and Gerald
Ford, just east of the Genesis community which are designated for a regional park
and 10 acres for an affordable housing community. Commissioner Morrison asked
if these units will be designated for senior housing. In response, Ms. Gonzales
stated these units will be designated for multi-family. She added that currently,
Palm Desert has met and exceeded the required allocation amount for senior
housing. Commissioner Morrison expressed she felt there were a lot of seniors
that were looking for an affordable home and the addition of senior housing would
assist with decreasing the wait list. Ms. Gonzales advised, multi-family
communities, which includes all ages, are available to seniors as well.
B. Commission Reports
Mrs. Gonzales acknowledge the Administrative Plan, Section 8 Grievance Process
Policy before the Commission. Mrs. Gonzales stated as a follow up on previous
discussion from the Housing Commission meeting in February 2020 she wanted
to provide clarification regarding the provision addressing the selection of the
presiding arbitrator for arbitration services. Mrs. Gonzales informed the selection
of the arbitration services is limited to the Management Company, not the City
Manager, in order to expedite the grievance process. A pre-selected list will be
established based on criteria which would provide for a neutral third-party with
relevant knowledge and experience needed to resolve disputes that may arise.
The Management Company would use this list to make a selection which would
also consider availability and verification that arbitration services had not been
used for a minimum of three years. Mrs. Gonzales invited comments or questions,
to which there were none.
Mrs. Gonzales proceeded to the next item of discussion. She provided a reminder
to Commissioners that their Statement of Economic Interest Form 700 was due by
no later than April 1, 2020 and should be turned into Rachelle Klassen, City Clerk.
She noted Ms. Klassen sent out emails to all Commissioners containing
information regarding Form 700 and instructions on how to complete the form.
Mrs. Gonzales also reminded Commissioners to complete and turn in their
member update form by email or hard copy to the recording secretary, Ms.
Gonzalez. She added these forms will be turned into the City Clerk's office to
provide them with the most current contact information.
C. Summary of City Council and Housing Authority Actions
A memo provided by Senior Management Analyst, Jessica Gonzales summarizing
the approved action item from City Council and the Housing Authority Board
meeting was provided to commission members for review. Mrs. Gonzales
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PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020
commented that the item listed requesting an extension to the contract for
Exclusive Pest Control was approved at the meeting held on February 13, 2020.
D. RPM Company Monthly Reports for December 2019
RPM Company Vice President, Teresa Vakili, acknowledged the RPM Reports
provided to the Commissioners for the month of December 2019. Ms. Vakili
reported the properties are currently at 98% occupancy, with 24 move-ins and 21
move-outs over the last two month period. She further reported that RPM staff
contacted 209 prospective clients from the wait list and completed 65 re-
certifications during the reporting period.
Upon inquiry by Chair Mireles, Ms. Vakili stated there is still a long waitlist for all of
the properties. She noted while several prospective clients are taken off the list
each month, numerous others are added, so the number of applicants remains
roughly the same. Commissioner Morrison asked how long the average wait is for
prospective clients at this time. Ms. Vakili informed the goal is to reach a wait that
is no longer than two years. However, at this time the wait is approximately five
years with the extremely low income level being the longest list.
Upon inquiry by Chair Mireles, Ms. Vakili stated currently there are 1,114
affordable units at the properties. Mrs. Gonzales added in addition there are
affordable units that have been set aside through private development.
Commissioner Morrison inquired about reasons for movement at the properties.
Ms. Vakili stated movement and placement are based on a stipulation guided by
income levels. Certain number of units are allocated to specific income levels and
vary to each property. Income level dictates placement for prospective clients as
units become available and with movement for re-certifications.
Commissioner Morrison inquired about the process for a resident to transfer from
one property to another. Ms. Vakili stated transfers are available for specific
circumstances including ADA needs, family size, extenuating circumstances and
so forth. To request a transfer a resident would complete an accommodation form
and may be transferred based on appropriateness of the request and availability.
Ms. Gonzales added that there is a waitlist for transfers and income level is also
considered when these requests are fulfilled.
In response to inquire by Commissioner Ault, Ms. Gonzales stated should a
resident exceed the income limit, staff would review if they qualify for a unit
available in other Housing Authority properties which allow for a higher income
level. If a property is identified, the resident would be placed on the transfer waitlist
to be moved to a unit designated to their income level.
Ms. Vakili invited additional questions or comments regarding the reports, to which
there were none.
E. Update on Housing Authority Properties
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PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020
Ms. Vakili acknowledged the Palm Desert Housing Authority Project report for
January 2020. She reported staff completed 395 service requests during the
reporting period. She further reported fire alarm inspections were completed as
well as the turf conversions at all four pool areas located at One Quail Place
Apartments. Mrs. Gonzales added that a rebate request was submitted to the
Coachella Valley Water District for the turf conversions and the rebate was
approved.
Ms. Vakili stated many of the properties have had the trees trimmed. Upon inquiry
by Chair Mireles, Ms. Vakili reported the vendor, West Coast, has been remarkable
about the tree trimming and have been very professional and responsive.
F. Update on the Home Improvement Program
ACTIVITY (January 2020)
Inquiries (Calls, Walk-Ins, Emails): 2
Applications Provided: 1
Applications Received: 0
Applications being processed: 0
Eligible (Possibly meets criteria): 0
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 1
(JHC Construction — SCE/Gas Co)
A summary of the Home Improvement Program activity for the month of January
2020 was provided to commission members for review on the Agenda. Mrs.
Gonzales acknowledged the program numbers with no discussion commencing on
this item.
IX. ADJOURNMENT
With Commission concurrence, Chair Mireles adjourned the meeting at 4:00 p.m.
Melinda Gonzalez, Recording Secretary
6
STAFF REPORT
JOINT CONSIDERATION
CITY OF PALM DESERT AND PALM DESERT HOUSING AUTHORITY
COMMUNITY DEVELOPMENT DEPARTMENT
MEETING DATE: August 27, 2020
PREPARED BY: Jessica Gonzales, Senior Management Analyst j9
REQUEST: Adoption of resolutions by the City Council and the Palm Desert
Housing Authority Board rescinding Resolution Nos. 2020-46 and HA-
94, respectively, to end the temporary suspension of the Housing
Commission meetings.
Recommendation
By Minute Motion that the City Council and Authority Board:
1) Waive further reading and adopt City Resolution No. 2020-68, a resolution of
the City of Palm Desert City Council (the "City Council") rescinding Resolution
No. 2020-46 and ending the temporary suspension of the Palm Desert
Housing Authority Housing Commission ("Commission") meetings due to the
local emergency proclaimed in response to the spread of COVID-19; and
2) Waive further reading and adopt Authority Resolution No. HA-98, a resolution
of the Palm Desert Housing Authority Board ("Authority Board") rescinding
Resolution No. HA-94 and ending the temporary suspension of the Palm
Desert Housing Authority Housing Commission ("Commission") meetings due
to the local emergency proclaimed in response to the spread of COVID-19;
and
3) Authorize the Mayor/Chairman and the City Manager/Executive Director to
take any action deemed necessary for the purpose of effectuating the actions
taken herewith.
Strategic Plan
This request does not apply to a specific strategic plan goal.
Background
On May 28, 2020, the City Council and Authority Board ("Authority Board"), adopted
Resolutions No. 2020-46 and HA-94, respectively, to authorize the temporary suspension of
the Commission meetings until the termination of the local emergency proclaimed in
response to the spread of COVID-19 or July 31, 2020, whichever is later.
August 27, 2020 - STAFF REPORT
Joint City & Authority-Approval of End of Suspension of the Housing Commission Meetings
Page 2of2
The authorization allowed the Authority Board to consider and take actions on any routine
items necessary to facilitate continuity of operations of the Authority properties in
accordance with Health and Safety Code Section 34292 and Housing Authority Resolution
No. HA-93, without prior review and recommendation of the Housing Commission.
With the City Council's declared emergency still in place, and in order to protect the health
and well-being of the Commission, staff believes that the Commission meetings may
resume with Commission members and the public participating via teleconference.
Therefore, staff is requesting that the City Council and Authority Board end the temporary
suspension of the Housing Commission meetings and authorize the Commission meetings
to resume via teleconference commencing September 1, 2020.
This request will allow the Commission to once again engage and provide
recommendations on items coming before the Authority Board, while still preserving the
general health and safety of the Commission members. Staff recommends approval.
Fiscal Analysis
There is no fiscal impact to the Authority or the City in connection with this request.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY
MANAGER
N/A ZVa-K cS`t""de-LL N/A
.Andy Firestine
Ryan Stendell
Director of Community Janet M. Moore Andy Firestine
Special Counsel Development Director of Finance Assistant City Manager
City Manager, Lauri Aylaian:
ATTACHMENTS: City Resolution No. 2020 - 68
Authority Resolution No. HA- 98
Contract No. HA40360
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
Community Development Department
MEETING DATE: August 27, 2020
PREPARED BY: Jessica Gonzales, Senior Management Analyst
REQUEST: Authorize the award of Contract No. HA40360 to Southwest
Protective Services, Inc. dba Southwest Security for Courtesy
Patrol Services at the Palm Desert Housing Authority Properties in
a total annual amount not to exceed $139,280.
Recommendation
By Minute Motion that the Housing Authority Board,
1) Waive any and all irregularities and authorize the award of Contract No.
HA40360 to Southwest Protective Services, Inc. dba Southwest Security for
Courtesy Patrol Services at the Palm Desert Housing Authority (the
"Authority") properties in a total annual amount not to exceed $139,280
(includes annual cost in the estimated amount of$110,712 in the initial year,
$116,280 for the second year, and up to $23,000 annually for additional
services to be requested as needed); and
2) Authorize RPM Company, the Authority's contracted management
company, to enter into a contract with Southwest Protective Services, Inc.
dba Southwest Security for Courtesy Patrol Services for the routine and
additional services needed; and
3) Authorize the Executive Director and her designee to take any necessary
actions to facilitate the contract and execute any documents necessary to
effectuate the services and actions taken herewith.
Monies are available in the Authority's operating budget, in the appropriate
Authority accounts for each property.
Housing Commission Recommendation
The Housing Commission will receive the Authority Board's action on this request as
information once the Housing Commission meetings resume. The Housing Commission
Chair was consulted on this item and concurred the need to move to the Authority Board
for consideration.
August 27, 2020 — Staff Report
Courtesy Patrol Services Award of Contract
Page 2of3
Strategic Plan
This request does not apply to a specific strategic plan goal.
Background Analysis
A notice inviting proposals for Courtesy Patrol Services (the "Services") at the Authority
Properties was posted on the City's electronic bid system, Planet Bids. A request for
proposals ("RFP") was issued so that any interested provider could identify the services
their company provides as opposed to a one-size fits all approach. The recommendation
is not based solely on price, but on the types of services each provider offers. Based on
the Services needed at each of the Properties, City staff and RPM staff reviewed and
evaluated each provider's proposal using evaluation criteria that demonstrated which
provider could best meet or exceed the scope of services.
On Tuesday, August 4, 2020 at 2:00 p.m., the proposals were due and six (6) proposals
were received via the City's Planet Bids portal. Staff reviewed the proposals and
determined that the most qualified service provider and best overall value for services
proposed was submitted by Southwest Security. Southwest Security provided a
customized packet unique to the Authority's RFP but did not use the submission forms.
Although Southwest Security proposal did not include at the time of submittal, a
confirmation that the submitted proposal would be valid for 90 days, or a statement that
none of the services would be subcontracted, Southwest Security's proposal meets the
qualifications for the RFP.
Southwest Security is the Authority's current courtesy patrol provider and has been
performing satisfactorily. The current contract term expired on June 30, 2020, and prior
to expiration staff offered the option to renew the existing contract. Southwest requested
an increase exceeding the contractual amount allowed increase of 2%. Staff found it
would be in the best interest of the Authority to solicit proposals and verify the increased
price was within current industry standards for such services. Although Southwest
Security's proposal cost includes an increase in the second year of services, the cost for
the services proposed was reasonable and in range with the other proposals.
Southwest Security's submittal provides for both vehicle and foot patrol services.
Southwest Security offers DesertTrack, a high quality and advanced technology that
monitors patrol officer's location and operates a local Coachella Valley dispatch center
24/7/365. In addition, the patrol officers are equipped with body worn cameras and
Southwest Security references over 60 years of combined team experience and
knowledge in the local security industry.
Staff is requesting an additional $23,000 to provide optional services at the request of the
Authority as needed. This would include services such as additional patrol hours, patrol
August 27, 2020 — Staff Report
Courtesy Patrol Services Award of Contract
Page 3 of 3
officers, weekend coverage, or any unexpected events, etc. The cost of the additional
services will vary depending on what services are requested.
RPM Company is authorized to enter into agreements as necessary to provide certain
services to the Properties. The type of services being requested require day-to-day
responses, so staff is recommending that the Authority Board authorize RPM Company
to enter into the contract with Southwest Security and to authorize RPM to solicit any
additional services as needed up to the value of $23,000.
Southwest Security's proposal exceeds the qualifications for the scope of services. Staff
recommends that the Authority Board waive the identified irregularities and any other
minor irregularities that may exist, and that the Authority Board award a two (2) year
contract to Southwest Security for courtesy patrol services at the Authority Properties in
a total annual amount not to exceed $139,280. At the expiration of the two years, the
Authority reserves the right to extend the contract for an additional three (3) one-year
terms based on the performance of Southwest Security.
Fiscal Analysis
The fiscal impact of this contract is the cost of the contract based on the courtesy patrol
services and any additional services that may be needed in the total annual amount not
to exceed $139,280.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY MANAGER
,gndy Firestine
Robert W. Hargreaves Ryan Stendell
g Andy Firestine
Director of Community City Attorney y Janet Moore Assistant City Manager
Development Director of Finance y
City Manager, Lauri Aylaian:
CONTRACTOR: Southwest Protective Services, Inc.
dba Southwest Security
45-100 Golf Center Parkway, Suite E
Indio, CA 92201
ATTACHMENTS: Draft Agreement
CONTRACT NO. HA37272
STAFF REPORT �'-
PALM DESERT HOUSING AUTHORITY
Housing Department
MEETING DATE: June 11, 2020
I
SUBMITTED BY: Jessica Gonzales, Senior Management Analyst
REQUEST. Approval of second extension to Contract No. HA37270 with John
Harrison Contracting, Inc. for HVAC Mechanical Systems
Maintenance Services at the Palm Desert Housing Authority
properties in a total annual amount not to exceed $175,000.
Recommendation
By Minute Motion, that the Housing Authority Board,
1) Approve an extension to Contract No. HA37270 with John Harrison
Contracting ("JHC") for the HVAC Mechanical Systems Maintenance Services
at the Palm Desert Housing Authority ("Authority") properties for a period of
twelve (12) months in the total amount not to exceed $175,000 for contract
services; and ..
2) Authorize the Chairman or Executive Director and her designee to take all
necessary actions to execute the extension and any documents necessary to
effectuate the actions taken herewith.
Monies have been included in the FY 2020/2021 proposed Authority's
replacement reserve budget in the appropriate Authority accounts.
Housing Commission Recommendation
The Housing Commission will receive the Authority Board's action on this request as
information once the Housing Commission resumes. The Chair, was conferred on this
item and concurred the request could move to the Authority Board for consideration.
Strategic Plan
This request does not apply to a specific strategic plan goal.
Executive Summary
By authorizing the continued use of John Harrison Contracting, Inc. ("JHC") for HVAC
Mechanical Systems Maintenance Services ("Services") at the Authority properties, the
Authority will work exclusively with JHC to ensure all HVAC systems are repaired and
replaced in accordance with the terms of the agreement. The work performed under this
June 11, 2020— Staff Report
Housing Authority— Extension to Contract No. HA37270 with JHC
Page 2 of 3
contract meets the current prevailing wage requirements.
Background
On July 12, 2018, the Authority approved a contract with John Harrison Contracting for the
purpose of providing Mechanical Systems Maintenance Services at the Authority properties
for a one year contract with four (4) one-year extensions. Additionally, on June 13, 2019,
the Authority approved a one-year extension to the contract for FY 2019/2020. JHC has
continued to perform satisfactorily under its current contract obligations, therefore, to
maintain continuity in the quality of services that currently exists; staff is requesting the
Authority Board to approve extending the contract for one (1) additional year.
In addition, as part of the approval, the Authority authorized participation in the Energy
Savings Assistance Program ("ESAP"). , As a cooperative party to the program, the
Authority was required to pay for a small co-pay and coil replacement costs.
Prior to participating in the ESAP, the average cost to replace an HVAC system ranged
from $3,500 to $4,000 per system (including permits and testing). By participating in the
ESAP, the Authority has been able to recognize a cost savings of approximately $2,600 to
$3,100 per system. Not all systems qualify, but for those that do, this is a considerable cost
savings that ultimately benefits the residents.
The Authority properties collectively have approximately 1,114�AC systems. Of those units,
at least 359 have qualified through ESAP and have been replaced. Even with all those
completed, many systems remain that may or may not require repair and/or replacement in
the immediate future. The ESAP program has been temporarily suspended due to Covid-,
19 with'the commitment to resume by the end of June 2020. Although staff does not
anticipate any replacements to be completed by the end iof the current fiscal year, any
emergency replacement or repair that arises will still be completed without ESAP
participation and at full cost.
The Services also include equipment maintenance and repair. The equipment to be
maintained includes, but is not limited to, air handlers, condensing units, split systems,
pumps, gas fired unit heaters, package units and forced air systems.
JHC also continues to be an approved contractor for the ESAP program. They have done
an exemplary_job over the past few years in meeting both the program and Authority's
needs to allow tenants to participate. See average cost breakdown below for benefits of
qualifying tenants through ESAP:
Fiscal . of Units Average
Year - - . - .
2015/16 23 $4,807 $110,563
2016/17 75 $1,819 $136,419
2017/18 99 $1,476 $146,138
2018/19 96 $1,192 $114,454
2019/20 42 $1,121 $84,052
June 11, 2020 - Staff Report
Housing Authority- Extension to Contract No. HA37270 with JHC
Page 3 of 3
This request will extend JHC's contract for HVAC maintenance services at the Authority
properties for an additional twelve (12) months beginning July 1, 2020. While the ESAP
participant fees remain relatively the same, the current contract fee per system will
increase slightly for the extended contract period for those systems that do not qualify.
JHC has adjusted the price for their costs of goods, fuel, materials, or required
prevailing wages associated with installation of new units. They will not apply any other
markup during the extension period. JHC's extension proposal, for those systems that
do not qualify, has an average cost of $4,700/system (an average $405
increase/system compared to FY 2019/2020), while the second lowest bidder (in 2015)
required $7,200/system. All other provisions of the contract remain. unchanged and
continue in full force and effect.
Staff is recommending approval of an extension to Contract No. HA37270 with JHC for
an additional twelve (12) months for HVAC mechanical maintenance services, effective
July 1, 2020 in an annual amount not to exceed $175,000.
Fiscal Analysis
The fiscal impact to the Authority of the contract extension is the same as it is currently.
Although there has been a slight increase in the per system cost, staff believes the not
to exceed amount is sufficient to accommodate the needs of the complexes. for the
extended contract period. Actual expenditures will be paid from the FY 2020/2021
Housing Authority's replacement reserve approved budget.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY MANAGER
RvQ�L cFfe_n e_U ;�a,1.P.�'?�?. ?�?ooz� -Andy Firestine
nwc
Ryan Stendell Janet Moore Andy Firestine
Special Counsel to the Director of Community Director of Finance Assistant City Manager
Housing Authority Development
City Manager, Lauri Aylaian:
CONTENTS: JHC Renewal Proposal Letter -
Draft Extension No. 2 Ag�-_eme-nte(HA3t )
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STAFF REPORT
PALM DESERT HOUSING AUTHORITY
HOUSING DEPARTMENT
MEETING DATE: May 28, 2020
PREPARED BY: Jessica Gonzales, Senior Management Analyst
REQUEST: Authorize the use of Lowe's Home Centers, Inc., Home Depot
U.S.A., Inc., and HD Supply Facilities Maintenance for Purchase of
Materials, Supplies and Appliances for Palm Desert Housing
Authority Properties ("Authority") for FY 2020/2021
Recommendation
By Minute Motion, that the Authority Board,
1) Authorize the use of Lowe's Home Centers, Inc., Contract No.HA40040A
for the purchase of materials, supplies and appliances pursuant to Section
3.30.160(L) and 3.30.160(E) of the Palm Desert Municipal Code, for FY
2020/2021 in an amount not to exceed $220,000 (includes approximately
$115,000 for the purchase of appliances and approximately $105,000 for
materials and supplies); and
2) Authorize the use of Home Depot U.S.A., Inc. Contract No. HA40040B
for the purchase of materials and supplies pursuant to Section 3.30.160(L)
and 3.30.160(E) of the Palm Desert Municipal Code, for FY 2020/2021 in
an amount not to exceed $45,000; and
3) Authorize the use of HD Supply Facilities Maintenance, Contract
No.HA40040C for the purchase of materials and supplies pursuant to
Section 3.30.160(L) and 3.30.160(E) of the Palm Desert Municipal Code,
for FY 2020/2021 in an amount not to exceed $210,000; and
4) Authorize the disposal and recycling of inefficient, damaged, obsolete and
non-functioning appliances as appropriate in accordance with EPA
standards and declare as surplus at the time they are removed from the
properties.
Monies have been included in the FY 2020/2021 proposed Palm Desert Housing
Authority's operating budget, in the appropriate Authority account.
Housing Commission Recommendation
The Housing Commission will receive and file the Authority Board's recommendation on
this request once meetings can reasonably resume.
May 28, 2020 — STAFF REPORT
Housing Authority — FY 2020/2021 Lowe's, Home Depot & HD NTE
Page 2 of 6
Strategic Plan
This request does not apply to a specific strategic plan goal.
Executive Summary
Each fiscal year the Palm Desert Housing Authority ("Authority") replaces inefficient,
damaged, obsolete or non-functioning appliances and materials throughout all Authority
owned residential rental properties from several different suppliers ("Vendors"). The
Authority would like to use Lowe's Home Centers, Inc. ("Lowe's"), Home Depot U.S.A.,
Inc. ("Home Depot") and HD Supply Facilities Maintenance ("HD") as vendors through a
government purchasing cooperative contract for the purchase of materials, supplies and
appliances for the Authority owned residential rental properties ("Properties") for FY
2020/2021.
Staff is requesting authorization to use the named vendors to facilitate the continued
routine, recurring maintenance at the Properties for the purchase of materials, supplies
and appliances as follows: $220,000 for Lowe's, $45,000 for Home Depot, and
$210,000 for HD.
Background Analysis
The Authority owns and operates approximately 1,100 residential rental units. Annually
the Authority purchases varying materials, supplies and appliances for the Authority
owned residential rental properties from local vendors. To assist the Authority's
contracted Management Company, RPM Company, to purchase routine and recurring
items from these vendors at an accelerated efficiency, the Authority would like to use
Lowe's, Home Depot and HD as vendors during the 2020/2021 fiscal year through a
government purchasing cooperative contract, "Omnia Partners," which includes the
Region 4 Education Service Center, National IPA and U.S. Communities.
The named vendors have been utilized by RPM for the purchase of varying items such
as cabinets, countertops, garbage disposals, light fixtures, paint, building materials,
some flooring, A/C compressors, plumbing supplies, plumbing parts (toilet seats,
stoppers, faucet spouts, etc.), hardware, bathroom fixtures (toilets, sinks, vanities,
medicine cabinets), janitorial supplies (gloves, vacuum bags, cleaners, etc.), light bulbs,
thermostat controls, A/C filters, general building items, hand held general purpose tools,
varying appliances (including but not limited to refrigerators with freezer, microwaves,
freestanding ranges, range hoods, dishwashers and other appliance accessories), and
any other miscellaneous maintenance, repair and operating supplies.
Under the provisions set forth in the City of Palm Desert Municipal Code, Section
3.30.160(L), the Authority may obtain routine and recurring services, supplies, and
maintenance by adopting a procedure approved by the Executive Director/City
Manager. The materials, supplies and appliances solicited from the named vendors
have been accepted as purchases for continued routine and recurring maintenance.
Further, the provisions of the City of Palm Desert Municipal Code Section 3.30.160(E),
May 28, 2020 — STAFF REPORT
Housing Authority— FY 2020/2021 Lowe's, Home Depot & HD NTE
Page 3 of 6
allows the Authority to participate as a government entity with Omnia Partners under
their cooperative pricing for purchases through the named vendors. The named vendors
have confirmed they will provide, to the Authority, as a participating entity, Omnia
Partners contract terms, products, product warranty, services and pricing. Any
increases in the pricing of materials, supplies and appliances will be pursuant to the
terms and prices of the government purchasing cooperative contract.
The procurement of appliances from the named vendors includes delivery and
whenever appropriate, the removal and recycling of old appliances. The condition of the
appliances to be hauled away may range from non-functioning to non-efficient or
obsolete to repair. Staff is requesting authorization to dispose of or recycle all
'appliances that are removed from the Properties in accordance with Environmental
Protection Agency (EPA) standards for responsible appliance disposal at the
appropriate recycling centers. Any appliances' not eligible to be dispose of or recycled
as part of the purchase of a new appliance through the named vendors, the Authority
will dispose of or recycle in accordance with EPA standards. Such disposed of ,or
recycled inefficient, damaged, obsolete and non-functioning appliances are hereby
declared as surplus at the time they are removed from the Properties.
When possible, supplies are being procured from the local Palm Desert location for the
desired supplies and services.
r
Staff recommends approval of this request to facilitate the continued routine, recurring
maintenance at the Properties for the fiscal year 2020/2021.
Fiscal Analysis
Approval of staff's recommendation would result in an amount not to exceed for the
named vendors to facilitate the continued routine, recurring maintenance at the,
Properties for the purchase of materials, supplies and appliances as follows: $220,000
for Lowe's, $45,000 for Home Depot, and $210,000 for HD.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY
MANAGER
Z�QSL �J f�•N�/�'// �c�n.P��. �n o2Pi �ad��ire�tLee
N/A
Robert W. Hargreaves Ryan Stendell Janet Moore
g Director of Community Director of Finan Andy Firestine
City Attorney Development y ti}eager
� 2 8 aOzU
City Manager, Lauri Aylaian: ON
VftHjF1F_U By.
ATTACHMENTS: Lowe's Home Centers, Inc. Pa ic$a r n e e� da ed e it
uarr'y� , t 20 i
Home Depot U.S.A., Inc. Participation Letter (dated November21,2019)
HD Supply Facilities Maintenance Participation Letter (dated April 27, 20)
AyES:-KarniK, TMA-rhan,Kt1)y , Wtb&l 4A(eAndt
fVD 9s: NL11-14t,
May 28, 2020 — STAFF REPORT
Housing Authority— FY 2020/2021 Lowe's, Home Depot & HD NTE
Page 4 of 6
DocuSign Envelope ID:89DA5148-EDE4-4C7E-BD07-3DE621E57F53
region4®
February 25, 2020
Mr. Scott Matthews
VP Pro Sales
Lowe's Home Centers, LLC
1000 Lowe's Blvd
Mooresville, NC 28117
Scott.matthews@lowes.com
Re: Award of Contract#R 192006
Dear Mr. Matthews:
Per official action taken by the Board of Directors of Region 4 Education Service Center on
February 25, 2020, we are pleased to announce that after successful negotiated terms and
conditions, Lowe's Home Centers, LLC has been awarded an annual contract for the following,
based on the sealed proposal(RFP#19-20)submitted on December 9,2019:
Commodity/Service Supplier
Maintenance,Repair and Operations(MRO Lowe's Home Centers, LLC
Supplies&Related Services
This contract is effective April 1, 2020 and will expire on March 31, 2023. As indicated above,
your contract#is R 192006 This contract may be renewed annually for an additional two(2)years
if mutually agreed upon by Region 4 ESC/OMNIA Partners, Public Sector and Lowe's Home
Centers, LLC.
Your participation in the proposal process is appreciated and we look forward to a successful
partnership. Please feel free to provide copies of this letter to your sales representative(s)to assist
in their daily course of business.
If you have any questions, please contact Deborah Bushnell, the Contract Manager assigned to
your contract, at(713)554-7348 or Deborah.bushnell a,omniapartners.com.
Sincerely,
Ey tyt
Doausiouw by:
'b AVA11,
tBiD33BBC I n490...
Robert Zingelmann
Chief Financial Officer, Finance and Operations Services
R: inn ) ldur.0 i,at\,I,iC,(,nt,[.-Iqt.%C*.,t Lida UR,,.td•llau,u+n, f �.t."U1)1-1(1'N,
Plunti:'I1.W2. -t(r•Ixv I5. )I.(",I'i- N%.c,cf.url
Pa INN"Ik fd.1).Ax..utI-:,I)iI,.u'r
May 28, 2020 — STAFF REPORT
Housing Authority— FY 2020/2021 Lowe's, Home Depot & HD NTE
Page 5 of 6
SERIAL 16154 RFP MAINTENANCE,REPAIR,OPERATING SUPPLIES,INDUSTRIAL
SUPPLIES,AND RELATED PRODUCTS AND SERVICES
(U.S.Communities)Contract- Home Depot U.S.A.,Inc.
DATE OF LAST REVISION: Novemb er 21,2019 CONTRACT END DATE:December 31,2026
CONTRACT PERIOD THROUGH DE CE MBE R 31,2G,4-2026
TO: All Departmerls
FROM: Office Of ProcurementServices
SUBJECT: Cortractfor MAINTENANCE,REPAIR,OPERATING SUPPLIES,INDUSTRIAL
SUPPLIES,AND RELATED PRODUCTS AND SERVICES
Attached to this letter is published an effective purchasing cor&act for products and/or services to be supplied to
Mari cop a County activiti es as awarded by Maric op a C mmly an January 11,2017(Eff.02/01/17).
All purchases of products and/or services listed on the attached pages of this letter are to be obtained from the
vendor holding the cor&act. Individuals are responsible to the vendor fat purchases made outside of contracts.
The contr act p eriod is indicated above.
Kevin Tyne, Chi Procurement Ulcer
Office of Procw•ement Services
SA/mm
Attach
Copy to: Office of Pro cur em ent Service s
Erick Blue,F aciliti es M anagem ent
Beth C tessman,F acilitie s Managem end.
May 28, 2020 — STAFF REPORT
Housing Authority— FY 2020/2021 Lowe's, Home Depot & HD NTE
Page 6 of 6
DocuSign Envelope ID 859CCF5B-15CA-40D9-AC47-46676BAD87E9
= •--: SUPPLY
FACILITIES MAINTENANCE
3400 Curnberland Blvd
A9arta,GA 30339
www hdsuDoNsdutions com
April 27,2020
To Whom It May Concern:
This letter will serve as confirmation that,as of this date, Palm Desert Housing Authority is currently
participating in the Omnia Partners(formerly U.S.Communities)Contract#16154 with HD Supply
Facilities Maintenance, Ltd.
Regards,
(7sSignod ar.
02itl,97D014243)
L& SduA�uA,toe, *r
Sheila Schnellenberger
Vice President,Sales
O: (703)629-7574
Sheila.Schnellenberger@hdsupply.com
Copyright®HD Supply,Inc.2018.This document co rdd ns proprietary and oo nfdertiat ln6wmation and is riot to be disseminated,published or distributed without the express
wtten mnwrt of HD Supply,Inc At rights reserved.
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
HOUSING DEPARTMENT
MEETING DATE: May 28, 2020
PREPARED BY: Jessica Gonzales, Senior Management Analyst
REQUEST: Authorize the use of The Sherwin-Williams Company for Purchase
of Paint and Paint Related Materials and Supplies for the Palm
Desert Housing Authority Properties for FY 2020/2021
Recommendation
By Minute Motion, that the Authority Board,
1) Authorize the use of The Sherwin-Williams Company, Contract
No. HA40030 for the purchase of paint and paint related materials and
supplies for the Palm Desert Housing Authority ("Authority") properties
pursuant to Section 3.30.160(L) and 3.30.160(E) of the Palm Desert
Municipal Code, for FY 2020/2021 in an amount not to exceed $100,000;
2) Confirm participation with the National Cooperative Purchasing Alliance
("NCPA"); and
3) Authorize the Chairman and/or the Executive Director to execute the
Agreement and any documents necessary to effectuate the actions taken
herewith.
Monies have been included in the FY 2020/2021 proposed Palm Desert Housing
Authority's operating budget, in the appropriate Authority account.
Housing Commission Recommendation
The Housing Commission will receive and file the Authority Board's action on this
request once meetings can resume.
Strategic Plan
This request does not apply to a specific strategic plan goal.
Executive Summary
Each fiscal year the Palm Desert Housing Authority ("Authority") purchases paint and
paint related materials and supplies for all Authority properties from several different
suppliers ("Vendors"). The Authority would like to use The Sherwin-Williams Company
May 28, 2020 — STAFF REPORT Contract No. HA40030
Housing Authority — FY 2020/2021 Sherwin Williams NTE
Page 2 of 4
("Sherwin Williams") as a vendor through a government purchasing cooperative contract
for the purchase of paint and paint related materials and supplies on an as needed
basis for the Authority properties ("Properties") for FY 2020/2021.
Staff is requesting authorization to use the named vendor to facilitate the continued
routine, recurring maintenance at the Properties for the purchase of paint and paint
related materials and supplies on an as needed basis in an annual amount not to
exceed $100,000.
Background Analysis
The Authority owns and operates approximately 1,100 residential rental units. Annually
the Authority purchases varying materials, supplies and appliances for the Properties
from local vendors. To assist the Authority's contracted Management Company, RPM
Company, to purchase routine and recurring items from vendors at an accelerated
efficiency, the Authority would like to use Sherwin Williams as a vendor during the
2020/2021 fiscal year through a government purchasing cooperative contract, National
Cooperative Purchasing Alliance Agreement ("NCPA").
Sherwin Williams has been utilized by RPM for the purchase of varying items such as
paint, building materials, supplies (gloves, trays, tape, brushes, etc.), general building
items, hand held general purpose tools and other miscellaneous supplies.
Under the provisions set forth in the City of Palm Desert Municipal Code, Section
3.30.160(L) the Authority may obtain routine and recurring services, supplies, and
maintenance by adopting a procedure approved by the Executive Director/City
Manager. The paint products, materials and supplies solicited from Sherwin Williams
have been accepted as purchases for continued routine and recurring maintenance.
Further, the provisions of the City of Palm Desert Municipal Code Section 3.30.160(E)
allows the Authority to participate as a government entity with NCPA under their
cooperative pricing for purchases through the named vendor. Sherwin Williams has
confirmed they will provide to the Authority, as a participating entity, NCPA contract
terms, products, product warranty, services and pricing. Any increases in the pricing of
materials, supplies and tools will be pursuant to the terms and prices of the government
purchasing cooperative contract.
Supplies when possible are being procured from the local Palm Desert location for the
desired materials and supplies.
Staff recommends approval of this request to facilitate the continued routine, recurring
maintenance at the Properties for the fiscal year 2020/2021.
May 28, 2020 — STAFF REPORT -Contract No. HA40030
Housing Authority — FY 2020/2021 Sherwin Williams NTE
Page 3 of 4
Fiscal Analysis
Approval of staffs recommendation would result in an annual amount not to exceed
$100,000 for Sherwin Williams to facilitate the continued routine, recurring maintenance
for the Properties for the purchase of paint and paint related materials and supplies.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW CITY MANAGER
N/A "-�-�-"- cf'f_C�// y0l a_?'j?, "VOIX, ogftc�opkebane
Robert H. Hargreaves Ryan Stendell Andy Firestine
City Attorney Director of Community Janet Moore Assistant City Manager
Development Director of Finance
City Manager, Lauri Aylaian:
ATTACHMENTS: Sherwin William, Participation Letter (dated May 4, 2020)
raved C5RVHOUSG A
ON S 28 2 6 2-0
VERIFIED BY: 'G17,0 Srs
OrI g nal on Tale Wdh City Olerk°.,q Oifac
AytS=(taro 1<, lohaybah, keny, weher, f ovestzrnde
NOES Nbne,
May 28, 2020 — STAFF REPORT Contract No. HA40030
Housing Authority— FY 2020/2021 Sherwin Williams NTE
Page 4 of 4
4 - -
Local Victories.National CAamplons.
May 4,2020
Teresa Vakili
RPM Company-Management Company
City of Palm Desert
72-600 Fred Waring Dr,Palm Desert,CA 92260
Ms. Vakili:
This letter is to confirm that your organization(RPM Company-Management Company)is purchasing
its paint and related sundries from The Sherwin-Williams Company under the terms and conditions of
the company's contact with National Cooperative Purchasing Alliance(contract number 02-56.)
Additional information on the contract is at ; r .. ..• I
Under this contract,your agency is given pricing on paint and related sundries at net prices not to
exceed 30%off The Sherwin-Williams Company's list prices. Additionally,power equipment prices
are not to exceed 12%on list price.
If you have any questions please feel free to contact me at 240-350-7862 or at
cr,uc`m:ickav@shg%%in.com;Kevin McCoy at 2I6-566-7422 or i.o n,i_m_rriy _,Jl n� _or
Denise Matheny,your Regional National Account Executive at 657-236-8418 or
,.n,ai l_ion y(a,-Ihoi�t w.,_ow and we will be happy to address your concerns.
Respectfully,
raig ack (—/Zager-
National Sales Ma TAG
State and Local Government Contracts
The Sherwin-Williams Company
TD
STAFF REPORT
JOINT CONSIDERATION
CITY OF PALM DESERT AND PALM DESERT HOUSING AUTHORITY
COMMUNITY DEVELOPMENT DEPARTMENT
MEETING DATE: May 28, 2020
PREPARED BY: Jessica Gonzales, Senior Management Analyst
REQUEST: Adoption of a resolution of the Palm Desert Housing Authority
Board, authorizing the temporary suspension of the Housing
Commission Meetings.
Recommendation
By Minute Motion that the City Council and Authority Board:
1) Waive further reading and adopt City Resolution No. 2020-46, a resolution of the
City of Palm Desert City Council (the "City Council") authorizing the temporary
suspension of the Palm Desert Housing Authority Housing Commission
("Commission") until the termination of the local emergency proclaimed in
response to the spread of COVID-19 or July 31, 2020, whichever is later; and
2) Waive further reading and adopt Authority Resolution No. HA-94, a resolution of
the Palm Desert Housing Authority Board ("Authority Board") authorizing the
temporary suspension of the Commission meetings until the termination of the
local emergency proclaimed in response to the spread of COVID-19 or July 31,
2020, whichever is later; and
3) Authorize the Mayor/Chairman and the City Manager/Executive Director to take
any action deemed necessary for the purpose of effectuating the actions taken
herewith.
Strategic Plan
This request does not apply to a specific strategic plan goal.
Background
On March 4, 2020, Governor Gavin Newsom declared a State of Emergency to exist in
California as a result of the threat of COVID-19. Due to the rapid spread of COVID-19
throughout California, the Governor issued Executive Order N-33-20 on March 19, 2020,
ordering all individuals living in the state of California to stay at home or at their place of
residence with exception for essential needs, such as maintaining continuity of operations of
the infrastructure sectors or to get food, care for a relative or friend, or obtain necessary
health care.
May 28, 2020 — STAFF REPORT
Joint City & Authority—Approval of Suspension of the Housing Commission Meetings
Page 2 of 2
With the City Council's declared emergency and in order to protect the health and well-
being of the Commission, staff believes that asking the Commission to meet and act on
non-substantive items would be contrary to the guidelines issued by the California
Department of Public Health to help slow the spread of COVID-19.
The Housing Authority Resolution No. HA-93, which amended the Commission Bylaws,
requires that'the Commission review and make recommendations on all matters prior to the
Authority Board's consideration, with limited exceptions. Given that staff does not anticipate
any matters of particular substance — other than routine approvals and existing contracts
which have already come before the Commission for ongoing day-to-day operations — will
be coming before the Commission during the local emergency, allowing the members to
express their view on any items during the Housing Authority meetings is sufficient under
the circumstances. Therefore staff is requesting consideration of a.temporary suspension
of the Housing Commission meetings until the termination of the local emergency
proclaimed in response to the spread of COVID-19 or July 31, 2020, whichever is later.
This request will allow for consideration of any routine items necessary to facilitate
continuity of operations of the Authority properties. Crucial items such as policy changes or
projects affecting the. Authority will be considered once the Commission can be engaged.
For any items that need to be considered during this time, the Authority Board will consider
and take action in accordance with Health and Safety Code Section 34292 and Housing
Authority Resolution No. HA-93, which permit the Authority Board to take action without
prior review and recommendation of the Housing Commission under specified
circumstances. Adopting this resolution is necessary for the immediate preservation of the
general health and safety and necessary to address the emergency. Staff recommends
approval.
Fiscal Analysis
There is no fiscal impact to the Authority or the City in connection with this request.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY
MANAGER
mig
Ryan Stendell Andy Firestine
Special Counsel Janet M. Moore Director of Community Director of Finance Assistant City Manager
Development
CITY COUNCIL TION
City Manager, Lauri Aylaian: PPRO
RECEIVED OTHER
ATTACHMENTS: City Resolution No. 2020—46
Authority Resolution No. HA—1VAETING DATE
AYES: r .x �nAth h �-lV�SY�r e
NOES: illbhe
ABSENT: - N bh&
ABSTAIN: 12
VERIFIED BY: - S
Original on File with City Clerk's Office
RESOLUTION NO. 2020-46
A RESOLUTION OF THE CITY OF PALM DESERT
TEMPORARILY SUSPENDING HOUSING COMMISSION
MEETINGS IN RESPONSE TO THE SPREAD OF COVID-19
WHEREAS, the 2019 Novel Coronavirus (COVID-19) pandemic represents an
imminent threat to the life, health and safety of the City of Palm Desert and its citizens,
WHEREAS, on March 4, 2020, Governor Gavin Newsom declared a State of
Emergency to exist in California as a result of the threat of COVID-19;
WHEREAS, on March 17, 2020, the City Manager/Emergency Corps
Commander proclaimed a local emergency in response to the spread of COVID-19
pursuant to the authority granted under the California Emergency Services Act and
Palm Desert Municipal Code Chapter 2.48;
WHEREAS, on March 19, 2020, Governor Gavin Newsom issued Executive
Order N-33-20, ordering all individuals living in the state of California to stay at home or
at their place of residence with exception for essential needs, such as maintaining
continuity of operations of the infrastructure sectors or to get food, care for a relative or
friend, or obtain necessary health care;
WHEREAS, on March 20, 2020, the City Council ratified the City
Manager/Emergency Corps Commander's proclamation of local emergency and
extended the local emergency until its termination is proclaimed by the City Council; and
WHEREAS, federal, state, and local public health authorities have recommended
limited interaction with others at this time and that social interactions should be limited
to ten people in order to reduce the spread of COVID-19.
NOW THEREFORE, the City of Palm Desert does hereby finds, orders, resolves
and declares as follows:
Section 1. The public meetings of the Palm Desert Housing Authority Housing
Commission are hereby suspended until the termination of the local emergency
proclaimed in response to the spread of COVID-19 or July 31, 2020, whichever is later.
[SIGNATURES ON THE FOLLOWING PAGE]
Resolution No. 2020-46
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Palm
Desert, California, at its regular meeting held on the 28th day of May, 2020, by the
following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
GINA NESTANDE, MAYOR
ATTEST:
GRACE L. ROCHA, ACTING CITY CLERK
-2-
RESOLUTION NO. HA-94
A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY
TEMPORARILY SUSPENDING HOUSING COMMISSION
MEETINGS IN RESPONSE TO THE SPREAD OF COVID-19
WHEREAS, the 2019 Novel Coronavirus (COVID-19) pandemic represents an
imminent threat to the life, health and safety of the City of Palm Desert and its citizens;
WHEREAS, on March 4, 2020, Governor Gavin Newsom declared a State of
Emergency to exist in California as a result of the threat of COVID-19;
WHEREAS, on March 17, 2020, the City Manager/Emergency Corps
Commander proclaimed a local emergency in response to the spread of COVID-19
pursuant to the authority granted under the California Emergency Services Act and
Palm Desert Municipal Code Chapter 2.48;
WHEREAS, on March 19, 2020, Governor Gavin Newsom issued Executive
Order N-33-20, ordering all individuals living in the state of California to stay at home or
at their place of residence with exception for essential needs, such as maintaining
continuity of operations of the infrastructure sectors or to get food, care for a relative or
friend, or obtain necessary health care;
WHEREAS, on March 20, 2020, the City Council ratified the City
Manager/Emergency Corps Commander's proclamation of local emergency and
extended the local emergency until its termination is proclaimed by the City Council; and
WHEREAS, federal, state, and local public health authorities have recommended
limited interaction with others at this time and that social interactions should be limited
to ten people in order to reduce the spread of COVID-19.
NOW THEREFORE, the Palm Desert Housing Authority does hereby finds,
orders, resolves and declares as follows:
Section 1. The public meetings of the Palm Desert Housing Authority Housing
Commission are hereby suspended until the termination of the local emergency
proclaimed in response to the spread of COVID-19 or July 31, 2020, whichever is later.
[SIGNATURES ON THE FOLLOWING PAGE]
Resolution No. HA-94
PASSED, APPROVED, AND ADOPTED by the Authority Board of the City of
Palm Desert, California, at its regular meeting held on the 28t" day of May, 2020, by
the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
GINA NESTANDE, CHAIRMAN
ATTEST:
GRACE L. ROCHA, ACTING SECRETARY
-2-
PALM DESERT HOUSING AUTHORITY
MEMORANDUM
TO: HOUSING COMMISSION
FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST
DATE: SEPTEMBER 2, 2020
SUBJECT: SUMMARY OF AGENDA ITEMS AND ACTIONS
Agenda Items:
The following agenda items will be reviewed at the City Council and Housing Authority
Board meeting on August 27, 2020. These items are related to housing activities and
are provided to you as informational:
1. (CC) (HA) Request for Adoption of resolutions by the City Council and the Palm
Desert Housing Authority Board rescinding Resolution Nos. 2020-46
and HA-94, respectively, to end the temporary suspension of the
Housing Commission meetings.
2. (HA) Request to Authorize the Award of Contract No. HA40360 to
Southwest Protective Services, Inc. dba Southwest Security for
Courtesy Patrol Services at the Palm Desert Housing Authority
Properties in a total annual amount not to exceed $139,280.
Action Items:
The following are APPROVED action items from the Council/Housing Authority
meetings:
June 25, 2020
1. (CC) (HA) Approved Resolutions 2020-60, 2020-61, 2020-62 and HA-96
related to the Adoption of the Fiscal Year 2020-2021 Budget and
Capital Improvement Program.
June 11, 2020
1. (HA) Approved Second Extension to Contract No. HA37270 with John
Harrison Contracting, Inc., in an Amount Not To Exceed $175,000
for HVAC Mechanical Systems Maintenance Services at the Palm
Desert Housing Authority Properties (Contract No. HA37272).
SUMMARY OF AGENDA ITEMS AND ACTIONS
June 3, 2020
Page 2of2
May 28, 2020
1. (CC) (HA) Approved Adoption of Resolution HA-94 and 2020-46 by the City of
Palm Desert and Housing Authority, Authorizing the Temporary
Suspension of the Housing Commission Meetings with the addition
that staff will consult with the Chair of the Housing Commission who
could request a virtual Commission meeting if he felt the topic
warranted one.
2. (HA) Approved authorization for the use of The Sherwin-Williams
Company for Purchase of Paint and Paint Related Materials and
Supplies for the Palm Desert Housing Authority Properties for
Fiscal Year 2020-2021,(Contract No. HA40030).
3. (HA) Approved authorization for the use of Lowe's Home Centers, Inc.,
Home Depot U.S.A., Inc., and HD Supply Facilities Maintenance for
Purchase of Materials, Supplies, and Appliances for Palm Desert
Housing Authority Properties for Fiscal Year 2020-2021.
4. (CC) Approved Award of Contract for the Update of the City's 2021-2029
Housing & Safety Elements 6tn Planning Cycle to Terra Nova
Planning & Research, Inc., in the Total Amount Not to Exceed
$88,062, (Contract No. C40020).
5. (CC) Approved actions related to the City of Palm Desert Conveyance of
Fourteen (14) Single-Family Lots to the Coachella Valley Housing
Coalition, Inc. (Contract No. C36510) including Adoption of
Resolution 2020-47 approving the execution and delivery of a
Disposition and Development Agreement between the City of Palm
Desert and the Coachella Valley Housing Coalition.
6. (CC) Approved continuance of terms for all City of Palm Desert
Commissioners and committee members until December 31, 2020.
May 14, 2020
1. (CC) Approval of policy guidelines for an emergency rental assistance
program using Community Development Block Grant (CDBG-CV)
Funds, with the removal of limitations to Accessory Dwelling Units
and exclusion of single-family residences.
April 30, 2020
No Reportable Actions
April 16, 2020
1. (HA) (CC) Approved request to extend Entitlements for the proposed
development of the Arc Village Project and Associated Contract on
vacant Housing Authority Property known as APN 622-370-014
(Allied Real Estate Partners, LLC, Applicant)
March 26, 2020
No Reportable Actions
March 12, 2020
1. (CC) Approved Ordinance No. 1353 — An ordinance of the City Council
of the City of Palm Desert, California, to apply the Housing Overlay
District to Housing Authority parcels and parcels identified in the
City's Housing Element (APN's 623-370-014, 627-120-013, 685-
010-005, 694-120-028, 694-130-016, 694-130-017, 694-190-087,
694-200-014, 694-200-024, 695-510-001 and 694-510-013, Case
No. ZOA/CZ 19-0004 (City of Palm Desert, Applicant).
February 27, 2020
1. (HA) Approved request for authorization to award a negotiated contract
with Ojeda Pool and Spa in the amount of $326,060.17 for repairs
and resurfacing of four (4) existing pools and spas located at the
Palm Desert Housing Authority properties known as Candlewood
Apartments and One Quail Place Apartments (Contract No.
HA39210, Project No. 832-19).
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Jan-20
REPORT DATE: 2/312020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 3 4 1 0 4 7 3 3 4 4 5 5 6
c. Occupied Units 138 137 140 141 137 134 138 138 137 137 136 136 135
d. Pending Leases 3 2 2 2 3 3 4 5 3 4 5 4 3
e. Ending Occupied&Pre-leased 141 139 142 143 140 137 142 143 140 141 141 140 131
f. Down Units 1 2 0 0 1 1 1 0 1 2 2 2 2
g. Number of Wait List Contactees 0 5 0 20 20 20 68 79 18 89 37 18 15
h. Re-Cert Pkts Sent Out During Month 8 6 20 12 4 14 4 12 10 10 6 7 11
i. Number of Traffic Qualified 10 15 5 15 12 15 10 15 8 10 15 10 12
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 1 0 0 2 0 0 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 2 3 2 1 2 3 2 3 3 3 4 3 2
c. Occupied Units 62 61 62 63 62 61 62 61 61 61 60 61 62
d. Pending Leases 0 2 1 0 0 1 2 1 0 1 1 2 1
e. Ending Occupied&Pre-leased 62 63 63 63 62 62 64 62 61 62 61 63 63
f. Down Units 1 1 1 1 1 0 0 0 1 1 1 1 1
g. Number of Wait List Contactees 68 53 51 43 64 39 53 41 43 76 63 49 37
h. Re-Cert Pkts Sent Out During Month 8 9 3 3 2 3 3 4 10 5 4 1 6
i. Number of Traffic Qualified 27 19 27 21 21 43 29 22 20 34 34. 29 19
Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 34. 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 1 1 0 1 1 2 1 1 2 1 1 0 0
c. Occupied Units 47 47 48 47 47 46 47 47 46 47 47 48 48
d. Pending Leases 0 1 0 0 0 1 0 2 2 0 1 0 0
e. Ending Occupied&Pre-leased 47 48 48 47 47 47 47 49 46 47 48 46 48
f. Down Units 1 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 30 23 11 16 36 20 26 19 25 20 0 0 22
h. Re-Cert Pkts Sent Out During Month 1 1 2 2 3 6 1 5 3 4 1 4 3 4
i. Number of Traffic Qualified 6 25 11 20 7 8 9 19 8 8 5 4 11
Number of Traffic Non-Qualified 1 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 1 1 1 1 0 0 0 0 0 0
c. Occupied Units 23 23 23 23 23 23 23 24 24 24 24 24 24
d. Pending Leases 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0
e. Ending Occupied&Pre-leased 23 23 23 23 23 23 23 24 24 24 24 24 24
f. Down Units 0 1 1 1 1 1 1 0 0 0 0 0 0
g. Number of Wait List Contactees 7 0 0 0 19 17 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 4 1 2 0 1 2 3 1 1 3 3 1
i. Number of Traffic Qualified 11 12 17 11 14 32 19 16 9 17 21 17 14
Number of Traffic Non-Qualified 0 0 0 0 0 1 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 19 20 17 15 16 19 20 22 25 22 20 22 21
c. Occupied Units 365 364 367 369 368 365 364 362 359 362 364 362 363
d. Pending Leases 13 11 1 11 5 2 1 9 8 14 1 10 5 1 11 1 9 8
e. Ending Occupied&Pre-leased 378 375 378 374 370 374 372 376 369 367 375 371 371
f. Down Units 8 9 11 11 11 11 6 13 17 15 14 12 12
g. Number of Wait List Contactees 86 198 371 8 150 197 132 170 85 53 123 98 55
h. Re-Cert Pkts Sent Out During Month 31 28 31 20 31 30 26 29 29 25 29 26 28
i. Number of Traffic Qualified 80 91 81 100 89 78 92 86 97 103 79 58. 104
Number of Traffic Non-Qualified 2 5 3 5 2 2 i 0 1 1 5 2 20
0 V2020 Page 1 W 11 hW5 Mufti-Fzmflq 1.20
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Jan-19 Feb-19 Mar-19 Apr-19 Mai Jun-19 Jul-19 Aug-19 Sep-19 01 Nov-19 Dec-19 Jan-20
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 1 0 0 0 1 3 2 0 0 1 1 0 0
c. Occupied Units 35 36 36 36 35 33 34 36 36 35 35 36 36
d. Pending Leases 1 0 0 1 1 1 2 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 36 36 36 37 36 34 36 36 36 35 35 36 36
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 25 0 0 6 15 18 16 0 0 18 25 0 0
h. Re-Cert Pkts Sent Out During Month 2 2 3 3 3 4 7 1 1 2 8 6 0
i. Number of Traffic Qualified 6 10 9 8 4 7 6 4 5 7 3 4 8
Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 0 0 0 0 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 0 0 0 2 1 0 0 0 0 1 1 0 0
c. Occupied Units 20 20 20 18 19 20 20 20 20 19 19 20 20
d. Pending Leases 0 0 0 0 0 0 0 0 0 1 1 0 0
e. Ending Occupied&Pre-leased 20 20 20 18 19 20 20 20 20 20 20 20 20
f. Down Units 0 0 0 1 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 20 10 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 4 2 2 2 1 1 2 0 9 0 1 4
i. Number of Traffic Qualified 0 0 6 8 2 0 0 4 4 0 2 0 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 0 0 0 0 0 0 1 1 0 0
c. Occupied Units 16 16 16 16 16 16 16 16 16 15 15 16 16
d. Pending Leases 0 0 1 0 0 0 0 0 0 0 1 1 0 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 16 16 16 16
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 43 48 0 0
h. Re-Cert Pkts Sent Out During Month 1 1 1 1 0 4 1 0 0 1 3 0 1
i. Number of Traffic Qualified 9 8 10 11 9 16 17 11 9 14 16 14 13
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Si Oct-19 Nov-19 Dec-19 Jan-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 27 29 21 20 26 35 29 29 34 33 33 30 29
c. Occupied Units 706 704 712 713 707 698 704 704 699 700 700 703 704
d. Pending Leases 17 16 14 8 6 15 16 22 15 12 20 15 12
e. Ending Occupied&Pre-leased 723 720 726 721 713 713 720 726 714 712 720 718 716
f. Down Units 11 13 13 13 14 13 8 13 19 18 17 15 15
g. Number of Wait List Contactees 216 279 433 113 314 311 295 309 171 299 296 165 129
h. Re-Cert Pkts Sent Out During Month 56 55 63 45 45 63 45 56 54 57 57 47 55
i. Number of Traffic Qualified 149 180 166 194 158 199 182 177 160 193 175 136 181
Number of Traffic Non-Qualified 3 5 4 5 2 3 1 0 1 37 5 2 20
ON 2020 Pago 2 of 11 1 Malf Family 1.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Jan-20
REPORT DATE: 2/312020 TERESA VAKILI
"SENIOR PROPERTIES" Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 1 1 1 1 1 1 1 1 3 3 5
c. Occupied Units 29 29 29 29 29 29 29 29 29 29 27 27 25
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 1
e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 29 29 29 27 27 26
f. Down Units 1 1 1 1 1 1 1 1 1 1 2 2 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 50 58
h. Re-Cert Pkts Sent Out During Month 1 1 6 3 2 1 2 5 1 1 4 2 0
i. Number of Traffic Qualified 1 1 0 0 0 4 2 2 2 10 0 0 2
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 1 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 1 1 1 1 0 1 0 0 0 1 1 1
c. Occupied Units 72 72 72 72 72 73 72 73 73 73 72 72 72
d. Pending Leases 2 2 1 1 1 1 1 1 0 3 1 1 1
e. Ending Occupied&Pre-leased 74 74 73 73 73 74 73 74 73 76 73 73 73
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 81 34 43 40 39 63 54 39 38 34 25 30 32
h. Re-Cert Pkts Sent Out During Month 3 5 7 7 11 6 8 5 7 2 2 2 3
i. Number of Traffic Qualified 14 23 28 20 27 31 19 24 22 20 16 16 16
i. Number of Traffic Non-Qualfied 6 2 7 8 6 11 13 6 7 6 3 2 7
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 2 0 1 0 1 1 1 1 0 0 1 0 0
c. Occupied Units 70 72 71 72 71 71 71 71 72 72 71 72 72
d. Pending Leases 3 0 1 1 1 2 2 1 0 0 1 1 0 0
e. Ending Occupied&Pre-leased 73 72 72 73 72 73 73 72 72 72 72 72 72
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 30 14 21 12 20 37 0 0 0 0 35 49 21
h. Re-Cert Pkts Sent Out During Month 3 2 6 3 4 14 18 8 6 2 8 4 3
i. Number of Traffic Qualified 6 12 6 2 8 18 14 11 6 20 10. 13 14
Number of Traffic Non-Qualified 4 2 3 3 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 0 0 0 0 1 1 0 0 0 0 0 0
c. Occupied Units 27 27 27 27 27 26 26 27 27 27 27 27 27
d. Pending Leases 0 1 0 0 0 1 0 1 1 1 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 27 27 27 27 27 1 27 27 1 27 1 27 27 27 27 27
F. Dawn Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 20 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 2 4 3 0 4 1 2 0 3 2 1 2
i. Number of Traffic Qualified 18 8 10 9 9 25 35 31 20 21 17 17 29
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 2 1 1 0 1 2 1 1 2 2 2 1 1
c. Occupied Units 148 149 149 150 149 148 149 149 148 148 148 149 149
d. Pending Leases 2 0 2 0 1 1 2 i 1 0 1 1 1 0 0 0
e. Ending Occupied&Pre-leased 150 149 1 151 150 150 1 150 150 149 1 149 149 148 1 149 149
F. Down Units 0 0 0 0 0 0 0 0 1 1 1 1 1
g. Number of Wait List Contactees 25 20 15 0 13 30 25 20 30 0 20 15 0
h. Re-Cert Pkts Sent Out During Month 13 5 6 7 20 19 15 14 17 9 5 7 15
i. Number of Traffic Qualified 49 33 47 34 35 39 45 38 29 29 28 21 34
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
ONOV2020 Page 3 W 11 WS SaAw 120
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Jan-19 Feb-19 Mar-19 Apr.19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 0 0 1 0 0 0 1 2 2 2 0 0 0
c. Occupied Units 15 15 14 15 15 15 14 13 13 13 15 15 15
d. Pending Leases 0 0 1 0 0 0 1 1 1 2 0 0 0
e. Ending Occupied&Pre-leased 15 15 15 15 15 15 15 14 14 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 6 5 0 0 49 47 5 15 15 0 0
h. Re-Cert Pkts Sent Out During Month 1 1 0 0 0 4 1 0 1 0 1 1 1
i. Number of Traffic Qualified 0 0 0 0 0 2 3 3 3 10 2 2 0
Number of Traffic Non-Qualified 0 1 0 1 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0
Sage Crest Sr.
a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 14 14 14 14 14
d. Pending Leases 0 1 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 15 14 14 14 14 14 14 14 14 14 14 14
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 1 1 1 4 0 2 0 0 0 0 1 1
i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 0 8 0 0 0
1. Number of Traffic Non-Qualfed 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 6 3 5 2 4 5 6 5 5 5 7 5 7
c. Occupied Units 375 378 376 379 377 376 375 376 376 376 374 376 374
d. Pending Leases 7 3 5 2 3 6 6 3 2 6 2 1 2
e. Ending Occupied&Pre-leased 382 381 381 381 380 382 381 379 378 382 376 377 376
f. Down Units 1 1 1 1 1 1 1 1 2 2 3 3 1
g. Number of Wait List Contactees 136 68 85 57 72 130 148 106 73 49 95 144 111
h. Re-Cert Pkts Sent Out During Month 23 17 30 24 41 48 47 34 32 17 22 18 25
i. Number of Traffic Qualified 88 77 91 65 79 119 118 109 82 118 73 69 95
Number of Traffic Non-Qualified 10 4 10 11 6 11 13 6 7 6 3 2 7
0MV2020 Pxgo 4 W 11 WS Ser-1 za
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
o. of Units Average Mo. Rent
x reme y LOW 175 259
0-30%
Very Low 248 464
31-50%
Low
51-80% 214 728
Moderate
81%-120% 67 1,018
Total 704 617
Senior Complexes
No. of Units Average Mo. Rent
Extremely ow 115 235
0-30%
Very Low 166 427
31-50%
Low 81 705
51-80%
Moderate 12 979
81%-120%
Total 374 587
HOUSEHOLD SIZE
AMI % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 69,700 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 711119. Monthly rent is exclusive of Utility Allowance.
02/03/2020 Page 5 of 11 Summary Rpt#1
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Jan-20
REPORT DATE: 2/3/2020 REPORTED BY: TERESA VAKILI
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT; 16 UNITS 733 UNITS
C AK I UUU AR OCC AR CC AR OC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 149 2 149
b. 1 BR,i BA 3 168 1 142 10 157 14 158
c. 2 BR,1 BA 1 172 2 169 2 169 5 170
d. 2 BR,2 BA 1 169 6 170 7 170
is. Totals 20% 3 3 0 1 17111111111111111111111111 2 0M 2: 28
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 196 5 196
b. 1 BR,1 BA ::15 224p 3 210 5 221 22 219 45 220
c. 2 BR,1 BA 3 223 2 226 1 218 6 223
d. 2 BR,2 BA 2 218 1 218 11 228 14 226
e. Totals 21-25% 15 8 7. 1 36.E 2,. 0. 1. 70
3.VERY LOW:26-30%OF MEDIAN
a. Studio 3 261 1 235 4 255
b. 1 BR,1 BA 15 297 1 279 2 279 19 267 37 280
c. 2 BR,1 BA 5 349 4 363 2 342 3 343 14 351
d. 2 BR,2 BA 1 355 3 352 3 349 15 351 22 351
e. Totals 26-30% 15 5 6 3 390 3 77
4.VERY LOW:31-35%OF MEDIAN
a. Studio 1 302 1 302
b. 1 BR,1 BA 14 343 1 327 7 336 22 340
c. 2 BR,1 BA 2 369 2 369
d. 2 BR,2 BA 1 366 6 389 7 385
e. Totals 31-35% 14 2 1 0 15 0 0= 0 32
5.VERY LOW:3640%OF MEDIAN
a. Studio 1 333 1 333
b. 1 BR,1 BA 11 400 2 362 1 375 16 387 30 389
c. 2 BR,1 BA 4 428 3 473 5 419 2 403 14 431
d. 2 BR,2 BA 4 431 1 1 403 14 418 19 420
e. Totals 36=10% 11 3 5 1 34 3 5 2 64
6.VERY LOW:41-45%OF MEDIAN
a. Studio 1 404 1 404
b. 1 BR,1 BA 13 458 2 443 2 444 8 443 25 451
c. 2 BR,1 BA 11 486 3 485 2 464 16 483
d. 2 BR,2 BA 4 473 5 471 12 485 21 479
e. Totals 41-45% 13 3 6 5 31 3 2 0 63
7.VERY LOW:46-50%OF MEDIAN
a. Studio 2 470 2 456 4 463
b. 1 BR,1 BA 14 535 1 486 3 522 15 515 33 523
c. 2 BR,1 BA 13 579 9 561 4 541 3 569 29 567
d. 2 BR,2 BA 2 542 2 562 19 563 23 561
e. Totals 46-50% 14 3 7 2 47 9 4= 3' 89
Total very low= 85 27 32 13 219 23 13 11 423
Percent of total 62.96% 43.55% 66.67%IL 54.17% JW 60,33% 63.89% 65.00% 68.75% 60.09%
8.LOWER: 51-55%OF MEDIAN
a. Studio 5 488 5 488
It. 1 BR,1 BA 12 568 1 526 8 564 21 565
c. 2 BR,1 BA 6 618 6 600 2 607 2 608 16 609
d. 2 BR,2 BA 1 607 3 614 8 612 12 612
e. Totals 51-55% 12 6 1 3011111111111111111 22 6 21W 2 54
9.LOWER:56-60%OF MEDIAN
a. Studio 3 535 3 535
b. 1 BR,1 BA 5 633 2 599 4 594 7 609 18 611
c. 2 BR,1 BA 1 635 9 673 3 701 3 663 1 650 17 672
d. 2 BR,2 BA i 3 6781 2 671 1 12 678 1 17 677
e. Totals 56-60% 5 6=119 7 2 28 3 31= 1 55
O3 2020 P...6W11 aat 41 Mutt-Family lM
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS
OCC AR OCC AR UGU AR OCC AR OCC AR OCC AR I WU AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 1 573 1 573
b. 1 BR,1 BA 7 670 2 656 11 659 20 663
a. 2 BR,1 BA 1 740 3 732 1 711 1 758 6 734
d. 2 BR,2 BA 1 758 9 732 10 734
e. Totals 61-65% 1 4 0 1 23 1 1 uliiiiiiiiiiiiiiiii37
11.LOWER:66-70%OF MEDIAN
a. Studio 2 772 2 772
It. 1 BR,1 BA 7 877 1 844 5 871 13 872
c. 2 BR,1 BA 2 889 1 945 1 945 4 917
d. 2 BR,2 BA 1 1,006 2 951 3 969
e. Totals 66-70% 7 3 0 1 9 1 1 r 0 22
12.LOWER:71-75%OF MEDIAN
a. Studio 1 772 1 772
b. 1 BR,1 BA 3 910 4 879 7 892
c. 2 BR,1 BA 1 1,067 3 1,046 4 1,051
d. 2 BR,2 BA 2 1,060 1 1,020 3 1,046 6 1,046
e. Totals 71-75% 3111111111111111111 1 3 1 10 0 0. 0. 18
13.LOWER:76-80%OF MEDIAN
a. Studio 3 735 3 735
b. 1 BR,1 BA 8 872 2 906 6 894 16 884
c. 2 BR,1 BA 1 1,143 1 1,140 2 1,142
d. 2 BR,2 BA 7 1 104 7 1,104
e. Totals 76-80% 8 5 0 0 14 i 0 0 28
Total lower= 42 25 11 8 106 12 7 3 214
Percent of total 31.11% 40.32% 22.92% 33.33% 29.20% 33.33% 35.00% 18.759/6 30.40%
14.MODERATE:81-120%OF MEDIAN
a. Studio 4 785 4 785
b. 1 BR,1 BA 7 913 4 926 1 920 13 896 25 906
c. 28R,1 BA 1 1,232 1 1,232 8 1,136 1 1,232 2 1,140 13 1,159
d. 2 BR,2 BA 1 1,232 4 1.126 3 1,171 17 1,123 25 1,134
Total moderate= 8 10 5 _ 3 38 1 0 2 67
Percent of total 5.93% 16.13% 10A2% 12.50% 10.47% 2.78% 0.00% 12.50% 9.52/
15.Total units occupied: 135 62 1 48 24 363 36 20 16 704
16.Occupancy rate= 96% 1 97 1 100% 100% 95% 100% 100°/ 100% 96%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Ow Rate excluding properties under const/renov 98%
°vavi°i° N'.rmii P,141 Mma-N.ily r.m
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Jan-20
REPORT DATE: 2/3/2020 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 219 4 138 3 106 9 145
b. 1 BR,1 BA 3 153 1 149 2 163 6 156
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 20% 3 2 5m 0 0 15
2.VERY LOW:21-25%OF MEDIAN
a. Studio 1 9 278 9 190 18 219 36 226
b. i SR,1 BA 3 201 2 212 5 255 8 224 1 224 1 197 20 226
c. 2 BR,1 BA 2 221 2 221
d. 2 BR,2 BA 0
e. Totals 21-25% 5 9 11 5 26 1 1 58
3.VERY LOW:26-30%OF MEDIAN
a. Studio 5 343 12 252 10 260 27 272
b. 1 BR,1 BA 1 273 4 285 5 329 5 264 15 292
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 26-30% 1 5 16 5 10 0 5 42
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 392 6 290 10 330 22 336
b. 1 BR,1 BA 3 329 5 323 2 388 6 378 3 341 1 307 20 349
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 31-35% 3 6 11 2 16 3 1 42
5.VERY LOW:3640%OF MEDIAN
a. Studio 6 443 6 332 13 387 257
b. 1 BR,1 BA 1 395 1 493 3 378 6 427 9 400 3 382 2 385 25 404
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 3640% 1 7 9 6 22 3 21= 50
6.VERY LOW:4145%OF MEDIAN
a. Studio 6 509 4 379 14 443 24 449
b. 1 BR,1 BA 4 439 1 555 3 443 3 494 4 488 2 443 17 468
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 41-45% 4 7 7 3 1S 2= 41
7.VERY LOW:4650%OF MEDIAN
a. Studio 5 585 3 464 10 519 18 528
b. 1 BR,1 BA 1 529 2 653 1 529 2 561 6 575 1 533 1 486 14 568
c. 2 BR,1 BA 1 576 1 576
d. 2 SR,2 BA 0
e. Totals 46-50% 2 7 4 2 16 1 1 33
Total very low= 19 43 63 23 113 10 10 281
Pement of total 76.00% 59.72% 87.50% 85.19% 75.84% 66.67% 71.43% 75.13%
8.LOWER:51-55%OF MEDIAN
a. Studio 7 618 4 555 11 595
b. 1 BR,1 BA 1 569 2 699 2 569 3 627 3 549 2 543 13 594
c. 2 BR,1 BA 0
d. 2 SR,2 BA 0
e. Totals 51-55% 1 9 2 0 7 3 2 24
9.LOWER:56-60%OF MEDIAN
a. Studio 5 681 3 605 8 653
b. i BR,1 BA 3 627 2 740 2 608 1 637 4 660 2 631 1 581 15 646
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 56-60% 3 7 2 1 7 2. 1 23
OMN2000 Pzea e W n Rpr ai Senior 1m
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CARLOS LA ROCCA SAGE CREST
CANDLEWOOD CATALINA LAS SERENAS PUEBLOS TOTALS
"SENIOR PROPERTIES" ORTEGA VILLAS SR.
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AIR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 4 738 6 675 10 700
b. 1 BR,1 BA 1 643 1 692 2 735 4 701
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals61455% 1 4,, 0 in 0_ onnnn L14
11.LOWER:66-70%OF MEDIAN
a. Studio 4 976 1 709 1 910 6 921
b. 1 BR,1 BA 1 906 1 906
c. 2 BR,1 SA 0
d. 2 BR,2 BA 0
e. Totals 66-70% 0 4 2 0 1 0 0 7
12.LOWER:71-75%OF MEDIAN
a. Studio 2 926 1 709 1 920 4 870
b. 1 BR,1 SA 1 905 1 905
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 7l-75% 0 2 1 1 1 0 0 5
13.LOWER:76-80%OF MEDIAN
a. Studio 2 926 1 709 3 900 6 877
b. 1 SR,1 SA 1 1,140 1 906 2 1,023
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 76-80% 0 2 1 0 4 0 1 8
Total lower= 5 28 8 3 28 5 4 81
Percent of total 20.00% 38.89% 11.11% 11.11% 18.79% 33.33% 28.57% 21.66%
14.MODERATE:81-120%OF MEDIAN
a. Studio 1 709. 4 891 5 854
b. 1 BR,1 BA 1 916 1 905 4 1,107 6 1,042
c. 2 BR,1 BA 0
d. 2 BR,2 BA 1 1,232 1 1,232
Total moderate= 1 1 1 1 8 0 0 12
Percent of total 4.00% 1.39% 1,39% 3.70% 5.37% 0.00% 0.00% 3.21
15.Total units occupied: 25 72 72 27 149 15 14 374
16.Occupant rate= 83. 99% 100% 100°� 99% 100%
or eat project,to ca cu ate average rent for a unit type at an income level,divide me total rental income ot tat unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under consUrenov
ON 2020 P.,9d 11 Rp�41 Seilw 120
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Jan-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vaklii
REPORT DATE: 2/3/2020
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733
REVENUE
VERY LOW Up to 50%
Occupied units 85 27 32 13 219 23 13 11 423
Total rental income 30,965 7,869 11,837 5,316 82,679 10,165 5,871 4,098 158,800
Per occupied unit 364 291 370 409 378 442 452 373 375
LOWER:51%->80%
Occupied units 42 25 11 8 106 12 7 3 214
Total rental income 30,516 16,501 7,909 5,968 79,667 8,499 4,906 1,866 155,832
Per occupied unit 727 660 719 746 752 708 701 622 728
MODERATE:81%- 120%
Occupied units 8 10 5 3 38 1 - 2 67
Total rental income 7,623 9,308 5,424 3,513 39,827 1,232 2,280 69,207
Per occupied unit 953 931 1,085 1,171 1,048 1,232 1,140 1,033
Summary Income:
Rental 69,104 33,678 25,170 14,797 202,173 19,896 10,777 8,244 383,839
Other Income:
Laundry 715 607 981 - 8,176 1,297 505 75 12,356
Other 770 3,204 787 1,046 62,110 559 847 565 57,446
Total Operating Income 70,589 31,081 26,938 13,751 272,459 20,634 10 435 7 754 453 641
Occupied Units 135 62 48 24 363 36 20 16 704
Income per occupied unit 523 501 561 573 751 573 522 485 644
EXPENSES
Operating Expenses:
Payroll 19,837 9,385 9,555 3,798 51,854 5,586 1,641 2,791 104,446
Per occupied unit 147 151 199 158 143 155 82 174 148
Administrative 6,070 3,067 2,420 1,229 19,386 3,882 1,000 819 37,873
Per occupied unit 45 49 50 51 53 108 50 51 54
Advertising/Promotion - 16 37 - 416 - - - 470
Per occupied unit - 0 1 - 1 - - - 1
Contract Services 5,108 2,784 2,483 2,008 11,036 1,648 1,483 1,363 27,915
Per occupied unit 38 45 52 84 30 46 74 85 40
Utility Services 19,790 6,283 5,197 1,661 41,485 2,431 1,195 1,226 79,268
Per occupied unit 147 101 108 69 114 68 60 77 113
Maintenance 20,536 3,982 1,712 729 64,479 541 821 2,181 94,982
Per occupied unit 152 64 36 30 178 15 41 136 135
Replacement expense 6,280 3,411 971 1,085 38,085 1,542 536 593 52,502
Per occupied unit 47 55 20 45 105 43 27 37 75
Capital expense - - - - - - - - -
Peroccupiedunit - - - - - - - - -
Total Operating Expenses 1 77,621 28,927 22,376 10,510 226,742 15,631 6,678 1 8,973 397 458
Per occupied unit 575 467 466 438 625 434 334 561 565
Summary Revenue and Expenses
Total Operating Income 70,589 31,081 26,938 13,751 272,459 20,634 10,435 7,754 453,641
Total Operating Expenses 77,621 28,927 22,376 10,510 226,742 15,631 6,678 8,973 397,458
Monthly Net Operatinq Income 7 032 2,154 4,562 3,241 45,718 5,004 3,757 (1,219) 56 883
Per occupied unit (52) 35 95 135 126 139 188 (76) 80
FYTD Net Operating Income• 1 83,590 1 38,437 1 117.236 1 25,719 1 461,633 1 46,748 1 17,742 936 690 170
Previous Fiscal Year NOI(6/30/2019)` 1 197 497 1 46 658 (42,268)1 6,351 1 566,303 1 67,200 1 16 742 1 1,583 1 860,065
mm,u w,p,xnapi-bW,mm.mDe W...11upxll dit--i rn.,:ry,,d,mi-b-m-,.r tM1 mW,11,w. mmd fume.....me aotaoxn,r enuel.
amnion Page 10 of 11 Rpt p Multi-Family 1.20
REPORT#2 -MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Jan-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 2/3/2020
CANDLEWOOD CARLOS CATALINA LAROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Up to 50%
Occupied units 19 43 63 23 113 10 10 281
Total rental income 6,020 17,998 18,246 8,862 39,971 3,812 3,080 97,989
Per occupied unit 317 419 290 385 354 381 308 349
LOWER:51%-->80%
Occupied units 5 28 8 3 28 5 4 81
Total rental income 3,093 21,169 5,387 2,234 19,746 2,909 2,394 57,111
Per occupied unit 619 756 673 745 705 582 598 705
MODERATE:81%->120%
Occupied units 1 1 1 1 8 - - 12
Total rental income 916 1,232 709 905 7,992 11,754
Per occupied unit 916 1,232 709 905 999 980
Summary Income:
Rental 10,029 40,399 24,342 12,001 67,709 6,721 5,653 166,854
Other Income:
Laundry 260 352 267 - 665 15 - 1,559
Other 1,471 345 23 758 5,201 36 705 7,732
Total operating income 11,766 40% 24,586 12,759 73,575 6,700 6,308 176,145
Occupied Units 25 72 72 27 149 15 14 374
Income per occupied unit 470 561 341 473 494 447 454 471
EXPENSES
Operating Expenses:
Payroll 4,206 13,605 7,331 4,308 15,789 2,328 1,376 48,943
Per occupied unit 168 189 102 160 106 155 98 131
Administrative 1,273 3,343 3,326 1,116 7,492 659 599 17,808
Per occupied unit 51 46 46 41 50 44 43 48
Advertising/promotion - 121 166 - 182 - - 470
Per occupied unit - 2 2 - 1 - - 1
Contract services 1,848 2,813 3,249 1,988 4,888 1,013 1,524 17,325
Per occupied unit 74 39 45 74 33 68 109 46
Utility services 4,849 11,652 5,471 3,869 12,645 885 873 40,245
Per occupied unit 194 162 76 143 85 59 62 108
Maintenance 7,915 689 2,635 6,130 6,805 1,168 4,626 29,968
Per occupied unit 317 10 37 227 46 78 330 80
Replacement expense 1,960 - 620 - 8,763 - - 11,343
Per occupied unit 78 - 9 - 59 - - 30
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 22,052 32,223 22,799 17,412 56,565 6,054 8,998 166101
Per occupied unit 882 448 317 645 380 404 643 444
Summary Revenue and Expenses
Total Operating Income 11,760 40,406 24,586 12,759 73,575 6,700 6,358 176,145
Total Operating Expenses 22,052 32,223 22,799 17,412 56,565 6,054 8,998 166,101
Monthly Net Operating Income 10,291 8,183 1 787 4 653 17 011 646 2,640 10,044
Per occupied unit (412) 114 25 (172) 114 43 (189) 27
FYTD Net Operating Income* (28,577) 92,656 (11,364) (11,738) 198,668 (3,243) (11.411111 234,991
Previous Fiscal Year NOI(6/30/2019)' (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
•for wmGanwn nemeses,Net operating mrome VI0 encodes all sadnaI expenditures ant odrrespmd,r8 radmburomems,as those me termally wddfium reslzwmem,eurve funds and/or bond funds at this Ome(no,vo.a revenue)
02103r2020 Page 11 of 11 Rpt#2 Senior 1.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Feb-20
REPORT DATE: 31212020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 4 1 0 4 7 3 3 4 4 5 5 6 4
c. Occupied Units 137 140 141 137 134 138 138 137 137 136 136 135 137
d. Pending Leases 2 2 2 3 3 4 5 3 4 5 4 3 2
e. Ending Occupied&Pre-leased 139 142 143 140 137 142 143 140 141 141 140 138 139
f. Down Units 2 0 0 1 1 1 0 1 2 2 2 2 2
g. Number of Wait List Contactees 5 0 20 20 20 68 79 18 89 37 18 15 10
h. Re-Cert Pkts Sent Out During Month 6 20 12 4 14 4 12 10 10 6 7 11 7
i. Number of Traffic Qualified 15 5 15 12 15 10 15 8 10 15 10 12 9
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 2 0 0 1 0 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 3 2 1 2 3 2 3 3 3 4 3 2 1
c. Occupied Units 61 62 63 62 61 62 61 61 61 60 61 62 63
d. Pending Leases 2 1 0 0 1 2 1 0 1 1 2 1 0
e. Ending Occupied&Pre-leased 63 63 63 62 62 64 62 61 62 61 63 63 63
f. Down Units 1 1 1 1 0 0 0 1 1 1 1 1 1
g. Number of Wait List Contactees 53 51 43 64 39 53 41 43 76 63 49 37 0
h. Re-Cert Pkts Sent Out During Month 9 3 3 2 3 3 4 10 5 4 1 6 4
i. Number of Traffic Qualified 19 27 21 21 43 29 22 20 34 34 29 19 14
Number of Traffic Non-Qualified 0 1 0 0 0 0 0 0 34 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 1 0 1 1 2 1 1 2 1 1 0 0 1
c. Occupied Units 47 48 47 47 46 47 47 46 47 47 48 48 47
d. Pending Leases 1 0 1 0 0 1 0 2 2 1 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 48 48 47 47 47 47 49 48 47 48 48 48 47
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 23 11 16 36 20 26 19 25 20 0 0 22 40
h. Re-Cert Pkts Sent Out During Month 1 2 2 3 6 1 5 3 4 4 3 4 3
i. Number of Traffic Qualified 25 11 20 7 8 9 19 8 8 5 4 11 7
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 1 1 1 0 0 0 0 0 0 0
c. Occupied Units 23 23 23 23 23 23 24 24 24 24 24 24 24
d. Pending Leases 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 23 23 23 23 23 23 24 24 24 24 24 24 24
f. Down Units 1 1 1 1 1 1 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 19 17 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 1 2 0 1 2 3 1 1 3 3 1 4
i. Number of Traffic Qualified 12 17 11 14 32 19 16 9 17 21 17 14 11
Number of Traffic Non-Qualified 0 0 0 0 1 0 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 20 17 15 16 19 20 22 25 22 20 22 21 15
c. Occupied Units 364 367 369 368 365 364 362 359 362 364 362 363 369
d. Pending Leases 11 11 1 5 2 9 1 8 1 14 10 1 5 11 1 9 1 8 5
e. Ending Occupied&Pre-leased 375 378 374 370 374 372 376 369 367 375 371 371 374
f. Down Units 9 11 11 11 11 6 13 17 15 14 12 12 11
g. Number of Wait List Contactees 198 371 8 150 197 132 170 85 53 123 98 55 110
h. Re-Cert Pkts Sent Out During Month 28 31 20 31 30 26 29 29 25 29 26 28 23
i. Number of Traffic Qualified 91 81 100 89 78 92 86 97 103 79 58 104 78
Number of Traffic Non-Qualified 5 3 5 2 2 1 0 1 1 5 2 20 3
OMM20 Page 1 W 11 NAS Mat-Fxmnr 2 20
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 0 0 0 1 3 2 0 0 1 1 0 0 1
c. Occupied Units 36 36 36 35 33 34 36 36 35 35 36 36 35
d. Pending Leases 0 0 1 1 1 2 0 0 0 0 0 0 1
e. Ending Occupied&Pre-leased 36 36 37 36 34 36 36 36 35 35 36 36 36
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 6 15 18 16 0 0 18 25 0 0 45
h. Re-Cert Pkts Sent Out During Month 2 3 3 3 4 7 1 1 2 8 6 0 0
i. Number of Traffic Qualified 10 9 8 4 7 6 4 5 7 3 4 8 5
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 0 0 2 1 0 0 0 0 1 1 0 0 1
c. Occupied Units 20 20 18 19 20 20 20 20 19 19 20 20 19
d. Pending Leases 0 0 0 0 0 0 0 0 1 1 0 0 0
e. Ending Occupied&Pre-leased 20 20 18 19 20 20 20 20 20 20 20 20 19
f. Down Units 0 0 0 1 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 20 10 0 0 0 0 0 0 0 0 40
h. Re-Cert Pkts Sent Out During Month 4 2 2 2 1 1 2 0 9 0 1 4 4
i. Number of Traffic Qualified 0 6 8 2 0 0 4 4 0 2 0 0 3
Number of Traffic Non-Qualfed 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 0 0 0 0 0 1 1 0 0 1
c. Occupied Units 16 16 16 16 16 16 16 16 15 15 16 16 15
d. Pending Leases 0 0 0 0 0 0 0 0 1 1 0 0 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 16 16 16 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 43 48 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 1 1 0 4 1 0 0 1 3 0 1 1
i. Number of Traffic Qualified 8 10 11 9 16 17 11 9 14 16 14 13 11
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 29 21 20 26 35 29 29 34 33 33 30 29 24
c. Occupied Units 704 712 713 707 698 704 704 699 700 700 703 704 709
d. Pending Leases 16 14 8 6 15 16 22 15 12 20 15 12 8
e. Ending Occupied&Pre-leased 720 726 721 713 713 720 726 714 712 720 718 716 717
f. Down Units 13 13 13 14 13 8 13 19 18 17 15 15 14
g. Number of Wait List Contactees 279 433 113 314 311 295 309 171 299 296 165 129 245
h. Re-Cert Pkts Sent Out During Month 55 63 45 45 63 45 56 54 57 57 47 55 46
i. Number of Traffic Qualified 180 166 194 158 199 182 177 160 193 175 136 181 138
Number of Traffic Non-Qualified 5 4 5 2 3 1 0 1 37 5 2 20 3
OMM20 Page 2 0l 11 NCS MNti-Fxmny 2 20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Feb-20
REPORT DATE: 3/2/2020 TERESA VAKILI
"SENIOR PROPERTIES" Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 1 1 1 1 1 1 1 3 3 5 2
c. Occupied Units 29 29 29 29 29 29 29 29 29 27 27 25 28
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 1 1
e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 29 29 27 27 26 29
f. Down Units 1 1 1 1 1 1 1 1 1 2 2 0 1
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 50 58 10
h. Re-Cert Pkts Sent Out During Month 1 6 3 2 1 2 5 1 1 4 2 0 1
i. Number of Traffic Qualified 1 0 0 0 4 2 2 2 10 0 0 2 3
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 1 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 1 1 1 0 1 0 0 0 1 1 1 0
c. Occupied Units 72 72 72 72 73 72 73 73 73 72 72 72 73
d. Pending Leases 2 1 1 1 1 1 1 0 3 1 1 1 1
e. Ending Occupied&Pre-leased 74 73 73 73 74 73 74 73 76 73 73 73 74
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 34 43 40 39 63 54 39 38 34 25 30 32 63
h. Re-Cert Pkts Sent Out During Month 5 7 7 11 6 8 5 7 2 2 2 3 4
i. Number of Traffic Qualified 23 28 20 27 31 19 24 22 20 16 i6 16 25
i. Number of Traffic Non-Qualfied 2 7 8 6 11 13 6 7 6 3 2 7 12
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 0 1 0 1 1 1 1 0 0 1 0 0 3
c. Occupied Units 72 71 72 71 71 71 71 72 72 71 72 72 69
d. Pending Leases 0 1 1 1 2 2 1 0 0 1 0 1 0 1
e. Ending Occupied&Pre-leased 72 72 73 72 73 73 72 72 72 72 72 1 72 70
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 14 21 12 20 37 0 0 0 0 35 49 21 45
h. Re-Cert Pkts Sent Out During Month 2 6 3 4 14 18 8 6 2 8 4 3 5
i. Number of Traffic Qualified 12 6 2 8 18 14 11 6 20 10 13 14 8
Number of Traffic Non-Qualified 2 3 3 0 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 0 0 0 1 1 0 0 0 0 0 0 0
c. Occupied Units 27 27 27 27 26 26 27 27 27 27 27 27 27
d. Pending Leases 0 1 0 1 0 0 1 1 1 1 0 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 27 27 1 27 27 27 1 27 27 1 27 1 27 27 27 27 27
F. Dawn Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 20 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 4 3 0 4 1 2 0 3 2 1 2 2
i. Number of Traffic Qualified 8 10 9 9 25 35 31 20 21 17 17 29 33
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 1 1 0 1 2 1 1 2 2 2 1 1 1
c. Occupied Units 149 149 150 149 148 149 149 148 148 148 149 149 149
d. Pending Leases 0 2 0 1 1 2 1 1 0 1 1 1 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 149 151 1 150 150 150 1 150 149 149 1 149 148 149 1 149 149
F. Down Units 0 0 0 0 0 0 0 1 1 1 1 1 1
g. Number of Wait List Contactees 20 15 0 13 30 25 20 30 0 20 15 0 38
h. Re-Cert Pkts Sent Out During Month 5 6 7 20 19 15 14 17 9 5 7 15 4
i. Number of Traffic Qualified 33 47 34 35 39 45 38 29 29 28 21 34 36
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
OMM20 Page 3 b++ WS SaAw120
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Feb.19 Magi Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct.19 Nov-19 Dec-19 Jan-20 Feb-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 0 1 0 0 0 1 2 2 2 0 0 0 0
c. Occupied Units 15 14 15 15 15 14 13 13 13 15 15 15 15
d. Pending Leases 0 1 0 0 0 1 1 1 2 0 0 0 0
e. Ending Occupied&Pre-leased 15 15 15 15 15 15 14 14 15 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 6 5 0 0 49 47 5 15 15 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 0 0 0 4 1 0 1 0 1 1 1 1
i. Number of Traffic Qualified 0 0 0 0 2 3 3 3 10 2 2 0 3
Number of Traffic Non-Qualified 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
Sage Crest Sr.
a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 14 14 14 14 14
d. Pending Leases 1 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 14 14 14 14 14 14 14 14 14 14 14 14
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 1 1 4 0 2 0 0 0 0 1 1 1
i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 8 0 0 0 2
1. Number of Traffic Non-Qualfed 0 0 0 0 1 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 3 5 2 4 5 6 5 5 5 7 5 7 6
c. Occupied Units 378 376 379 377 376 375 376 376 376 374 376 374 375
d. Pending Leases 3 5 2 3 6 6 3 2 6 2 1 2 3
e. Ending Occupied&Pre-leased 381 381 381 380 382 381 379 378 382 376 377 376 378
f. Down Units 1 1 1 1 1 1 1 2 2 3 3 1 2
g. Number of Wait List Contactees 68 85 57 72 130 148 106 73 49 95 144 111 156
h. Re-Cert Pkts Sent Out During Month 17 30 24 41 48 47 34 32 17 22 18 25 18
i. Number of Traffic Qualified 77 91 65 79 119 118 109 82 118 73 69 95 110
Number of Traffic Non-Qualified 4 10 11 6 11 13 6 7 6 3 2 7 12
OMM20 Page W 11 WS3 axz20
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
o. of Units Average Mo. Rent
x reme y LOW 179 268
0-30%
Very Low 246 461
31-50%
Low
51-80% 213 734
Moderate
81%-120% 71 1,090
Total 709 638
Senior Complexes
No. of Units Average Mo. Rent
Extremely ow 115 237
0-30%
Very Low 170 430
31-50%
Low 80 710
51-80%
Moderate 10 989
81%-120%
Total 375 591
HOUSEHOLD SIZE
AMI % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 69,700 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 711119. Monthly rent is exclusive of Utility Allowance.
03/02/2020 Page 5 of 11 Summary Rpt#1
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Feb-20
REPORT DATE: 3/2/2020 REPORTED BY: TERESA VAKILI
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT; 16 UNITS 733 UNITS
Ju
C CC AR OCC AR CC AR OC AR AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 149 2 149
b. 1 BR,i BA 2 170 1 142 10 157 13 158
c. 2 BR,1 BA 1 172 2 169 1 169 4 170
d. 2 BR,2 BA 1 169 6 170 7 170
is. Totals 20% 2 3 0 1 17111111111111111111111111 2 0 1 26
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 196 5 196
b. 1 BR,1 BA 16 225 3 210 5 221 21 220 45 221
c. 2 BR,1 BA 3 223 2 226 1 218 6 223
d. 2 BR,2 BA 2 218 2 235 11 228 15 227
e. Totals 21-25% 16 8 7. 2 35.E 2,. 0 1. 71
3.VERY LOW:26-30%OF MEDIAN
a. Studio 3 261 1 235 4 255
b. 1 BR,1 BA 16 299 1 279 2 279 19 269 38 282
c. 2 BR,1 BA 7 351 5 348 2 342 4 345 18 348
d. 2 BR,2 BA 1 355 3 352 3 349 15 351 22 351
e. Totals 26-30% 16 5 6 3 410 4 82
4.VERY LOW:31-35%OF MEDIAN
a. Studio 1 302 1 302
b. 1 BR,1 BA 14 343 1 327 7 336 22 340
c. 2 BR,1 BA 2 369 2 369
d. 2 BR,2 BA 1 366 6 376 7 374
e. Totals 31-35% 14 2 1 0 15 0 0= 0 32
5.VERY LOW:36A0%OF MEDIAN
a. Studio 0
b. 1 BR,1 BA 11 400 2 362 1 375 16 390 30 391
c. 2 BR,1 BA 5 429 4 478 4 417 1 403 14 438
d. 2 BR,2 BA 4 431 1 1 403 15 422 20 423
e. Totals 36=10% 11 2 5 1 36 4 4 1 64
6.VERY LOW:41-45%OF MEDIAN
a. Studio 1 404 1 404
b. 1 BR,1 BA 13 458 2 443 2 444 11 447 28 452
c. 2 BR,1 BA 10 487 2 496 2 464 14 485
d. 2 BR,2 BA 3 465 4 481 12 487 19 482
e. Totals 41-45% 13 3 5 4 33 2 21= 0 62
7.VERY LOW:46-50%OF MEDIAN
a. Studio 4 470 2 456 6 465
b. 1 BR,1 BA 15 535 3 522 15 518 33 526
c. 2 BR,1 BA 13 579 7 558 4 541 3 569 27 567
d. 2 BR,2 BA 2 582 2 562 18 564 1 1 1 22 565
e. Totals 46-50% 15 4 7 2 46 7 4 3 88
Total very low= 87 27 31 13 223 22 12 10 425
Percent of total 63.50% 42.86% 65,96%IL 54.17% 60.43% 62,86% 63,16% 66.67% 59,94%
8.LOWER: 51-55%OF MEDIAN
a. Studio 4 491 4 491
It. 1 BR,1 BA 11 570 2 543 8 564 21 565
c. 2 BR,1 BA 6 618 4 607 2 607 2 608 14 612
d. 2 BR,2 BA 1 607 3 614 8 612 12 612
e. Totals 51-55% 11 6 1 3 22 4 2 2 51
9.LOWER:56460%OF MEDIAN
a. Studio 4 541 4 541
b. 1 BR,1 BA 7 635 3 605 4 594 7 614 21 616
c. 2 BR,1 BA 1 635 8 675 3 717 3 663 1 650 16 677
d. 2 BR,2 BA 2 692 2 671 11 680 1 1 1 15 681
e. Totals 56-60% 7 8 00119 600119 200119 26=119 3 3 1 56
0amza026 Page 6m 11 aat41 Mug-Family 220
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AN OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 1 573 1 573
b. 1 BR,1 BA 7 676 2 656 9 662 18 666
c. 2 BR,1 BA 1 740 4 739 1 711 1 758 7 738
d. 2 BR,2 BA 1 758 8 734 9 736
e. Totals 61-65% 1 4 0 1 21 1 1 0 351111111111111111
11.LOWER:66-70%OF MEDIAN
a. Studio 2 772 2 772
It. 1 BR,1 BA 7 877 5 829 12 857
c. 2 BR,1 BA 2 889 2 976 1 945 5 935
d. 2 BR,2 BA 1 1,006 3 990 4 994
e. Totals 66-70% 7 2 0 1 10 2 1 0 23
12.LOWER:71-75%OF MEDIAN
a. Studio 1 717 1 772 2 745
b. 1 BR,1 BA 3 910 4 879 7 892
c. 2 BR,1 BA 1 1,067 5 1,063 6 1,064
d. 2 BR,2 BA 1 1,085 1 1 1,020 3 1,046 5 1,049
e. Totals 71-75% 3111111111111111111 2 2 1 12 0 0. 0. 20
13.LOWER:76-80%OF MEDIAN
a. Studio 2 745 2 745
b. 1 BR,1 BA 7 872 2 906 6 894 15 885
c. 2 BR,1 BA 2 1,143 1 1,140 3 1,142
d. 2 BR,2 BA 8 1 109 8 1,109
e. Totals 76-80% 7 4 0 000 16 1 0.. 0.. 28
Total lower= 42 26 9 8 107 11 7 3 213
Percent of total 30.66% 41.27% 19.15% 33.33% 29.00% 31.43% 36.84%. 20.00% 30.04
14.MODERATE:81-120%OF MEDIAN
a. Studio 4 785 4 785
b. 1 BR,1 BA 7 913 4 926 1 920 13L52
25 906
a. 2 BR,1 BA 1 1,232 1 1,232 8 2 1,140 14 1,169
d. 2 BR,2 BA 1 1,232 6 1.148 3 1,171 18 28 1,141
Total moderate= 8 10 7 _ 3 390 271Percent of total 5.84% 15.87% 14.89% 12.50% 10.57% 0.00% 13.33%� 10.01%
15.Total units occupied: 137 63 47 24 369 35 19 15 709
16.Occupancy rate= 97% 98% 98% 100% 96% 97% 95% 94% 97%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Ow Rate excluding properties under const/renov 99%
aMM20 Paea r m n rmcai Mma-Pansy zm
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Feb-20
REPORT DATE: 3/2/2020 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 219 4 141 3 106 9 147
b. 1 BR,1 BA 3 153 1 149 1 156 5 153
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 20% 3 2 5 0 4 0 0 14
2.VERY LOW:21-25%OF MEDIAN
a. Studio 9 279 9 190 18 219 36 227
b. i SR,1 BA 3 201 2 212 5 255 9 227 1 224 1 197 21 227
c. 2 BR,1 BA 2 221 2 221
d. 2 BR,2 BA 0
e. Totals 21-25% 5 9 11 5 27 1 1 59
3.VERY LOW:26-30%OF MEDIAN
a. Studio 5 346 12 252 10 261 27 273
b. 1 BR,1 BA 1 273 4 285 5 329 5 267 15 293
c. 2 BR,1 BA 0
d. 2 BR,2 SA 0
e. Totals 26-30% 1 5 15 5 10 0 5 42
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 392 7 291 10 330 23 334
b. 1 BR,1 BA 3 329 5 323 2 388 6 378 3 341 1 307 20 349
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 31-35% 3 6 12 2 16 3 1 43
5.VERY LOW:3640%OF MEDIAN
a. Studio 6 443 6 336 12 388 24 389
b. 1 BR,1 BA 2 395 1 493 3 378 7 430 9 400 3 382 2 385 27 405
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 3640% 2 7 9 7 21 3 2 51
6.VERY LOW:4145%OF MEDIAN
a. Studio 6 509 2 373 15 446 23 456
b. 1 BR,1 BA 5 "1 1 555 3 443 3 504 4 488 2 443 18 469
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 41-45% 5 7 5 3 19 2 D 41
7.VERY LOW:4650%OF MEDIAN
a. Studio 7 589 4 464 10 519 21 532
b. 1 BR,1 BA 1 529 2 653 1 529 1 580 6 575 1 533 1 486 13 570
c. 2 BR,1 BA 1 576 1 576
d. 2 SR,2 BA 0
e. Totals 46-50% 2 9 5 1 16 1 1 35
Total very low= ri
:18
63 23 113 10 10 285
Pement of total 91.30% 85.19% 75.841166.67% 71.43% 76.00%
8.LOWER:51-55%OF MEDIAN
a. Studio 621 4 555 10 595
b. 1 BR,1 BA 699 2 569 3 627 3 549 2 543 13 594
c. 2 BR,1 BA 0
d. 2 SR,2 BA 0
e. Totals 51-55% 2 0 7 3 2 23
9.LOWER:56-60%OF MEDIAN
a. Studio 6 684 3 605 9 658
b. i BR,1 BA 3 627 2 740 2 608 1 637 4 660 2 631 1 581 15 646
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 56-60% 3 8 2 1 7MON19 2. 1. 24
OMM20 P.,8 W 11 Rpt ai Senior 20
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CARLOS LA ROCCA SAGE CREST
..SENIOR PROPERTIES" ORTEGA VILLAS
CANDLEWOOD CATALINA LAS SERENAS PUEBLOS gAULS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 1 SR.50 UNITS 15 UNITS 14 UNITS NITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCCAR AR
10.LOWER:61-65%OF MEDIAN
a. Studio 4 745 6 682 10 707
b. 1 BR,1 BA 1 643 1 692 2 735 4 701
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 61-65% 1 4! 0 IN 0, 0 14
11.LOWER:66-70%OF MEDIAN
a. Studio 3 976 1 709 1 910 5 909
b. 1 BR,1 BA 1 906 1 1,006 2 956
c. 2 BR,1 SA 0
d. 2 BR,2 BA 0
e. Totals 66-70% 0 3 2 0 2 0 0 7
12.LOWER:71-75%OF MEDIAN
a. Studio 2 926 1 920 3 924
b. 1 BR,1 SA 1 905 1 905
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 71-75% 0 2 0 1 1 0 0 4
13.LOWER:76-80%OF MEDIAN
a. Studio 2 926 3 900 5 910
b. 1 SR,1 SA 1 916 1 1,140 1 906 3 987
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 76-80% 1 2EMER OEM0 4 0 1 8
Total lower= 6 27 6 3 29 5 4 80
Percent of total 21.43%jjjj�36.99% 8.70% 11.11% 19.46% 33.33% 28.57% 21.33%
14.MODERATE:81-120%OF MEDIAN
a. Studio 4 891 4 891
b. 1 BR,1 BA 1 916 1 905 3 1,090 5 1,018
c. 2 BR,1 BA 0
d. 2 BR.2 BA 1 1,232 1 1,232
Total moderate= 1 1 0 1 7 0 0 10
Percent of total 3.57% 1.37% 0.00% 3.709/6 4.70% 0.00% 0.00% 2.67
15.Total units occupied: 28 73 69 ii 27 1 149 1 15 14 375
16.Occupant rate= 93% 100% 96% 100°� 99% 100% 100% 98%
or eat project,to ca cu ate average rent or a unit type at an income level,divide me total rental income ot tat unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under consUrenov
OMM20 Page 9d 11 Rp�41S Icxz20
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Feb-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vaklii
REPORT DATE: 3/2/2020
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733
REVENUE
VERY LOW Up to 50%
Occupied units 87 27 31 13 223 22 12 10 425
Total rental income 31,905 7,990 11,780 5,137 84,533 9,340 5,444 3,877 160,006
Per occupied unit 367 296 380 395 379 425 454 388 376
LOWER:51%->80%
Occupied units 42 26 9 8 107 11 7 3 213
Total rental income 30,420 16,919 6,224 5,968 82,464 8,382 4,906 1,866 157,149
Per occupied unit 724 651 692 746 771 762 701 622 738
MODERATE:81%- 120%
Occupied units 8 10 7 3 39 2 - 2 71
Total rental income 7,623 9,308 7,808 3,513 41,112 2,464 2,280 74,108
Per occupied unit 953 931 1,115 1,171 1,054 1,232 1,140 1,044
Summary Income:
Rental 69,948 34,217 25,812 14,618 208,109 20,186 10,350 8,023 391,263
Other Income:
Laundry - - - - 3,200 - - - 3,200
Other 944 3,234 296 1,272 8,827 150 1,035 813 5671
Total Operating Income 69,004 1 30,983 1 26108 1 13,346 1 220,136 1 20,336 1 11,385 1 8,836 1 400,134
Occupied Units 137 63 47 24 369 35 19 15 709
Income per occupied unit 504 492 555 556 597 581 599 589 564
EXPENSES
Operating Expenses:
Payroll 18,655 9,606 9,345 3,529 51,261 5,132 3,766 2,698 103,992
Per occupied unit 136 152 199 147 139 147 198 180 147
Administrative 7,446 2,807 2,255 1,006 19,664 1,510 1,676 685 37,049
Per occupied unit 54 45 48 42 53 43 88 46 52
Advertising/Promotion - - - - 421 - - - 421
Per occupied unit - - - - 1 - - - 1
Contract Services 5,140 2,314 2,163 1,753 13,838 1,288 1,483 1,228 29,209
Per occupied unit 38 37 46 73 38 37 78 82 41
Utility Services 12,716 2,690 4,846 1,602 15,960 12,195 1,192 1,095 52,296
Per occupied unit 93 43 103 67 43 348 63 73 74
Maintenance 36,684 15,607 1,820 4,208 93,534 1,333 1,361 4,532 159,079
Per occupied unit 268 248 39 175 253 38 72 302 224
Replacement expense 6,404 2,023 3,319 562 21,624 2,395 - 2,081 38,408
Per occupied unit 47 32 71 23 59 68 - 139 54
Capital expense - - - - - - - - -
Peroccupiedunit - - - - - - - - -
Total Operating Expenses 1 87,045 35,046 23,748 12,660 216,302 23,855 9,479 1 12,319 420,454
Per occupied unit 635 556 505 528 586 682 499 821 593
Summary Revenue and Expenses
Total Operating Income 69,004 30,983 26,108 13,346 220,136 20,336 11,385 8,836 400,134
Total Operating Expenses 87,045 35,046 23,748 12,660 216,302 23,855 9,479 12,319 420,454
Monthly Net Operatinq Income 18 041 (4,063)1 2,360 1 686 1 3,834 (3,519 1,906 (3,483) 20 320
Per occupied unit (132) (64) 50 29 10 (101) 100 (232) (29)
FYTD Net Operating Income• 1 71,953 1 36,397 1 22,916 1 26,967 1 487,091 1 45,624 1 19,648 (2.338111 708 258
Previous Fiscal Year NOI(6/30/2019)` 1 197 497 1 46 658 (42,268)1 6,351 1 566,303 1 67,200 1 16 742 1 1,583 1 860,065
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WN2cOn Page 10of 11 Rptp Multi-Family 2.20
REPORT#2 -MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Feb-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 3/2/2020
CANDLEWOOD CARLOS CATALINA LAROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Up to 50%
Occupied units 21 45 63 23 113 10 10 285
Total rental income 6,864 19,220 18,273 8,798 40,175 3,812 3,095 100,237
Per occupied unit 327 427 290 383 356 381 310 352
LOWER:51%-->80%
Occupied units 6 27 6 3 29 5 4 80
Total rental income 4,009 20,320 3,969 2,234 20,794 2,909 2,394 56,808
Per occupied unit 668 753 662 745 717 582 598 710
MODERATE:81%->120%
Occupied units 1 1 - 1 7 - - 10
Total rental income 916 1,232 905 6,834 9,887
Per occupied unit 916 1,232 905 976 989
Summary Income:
Rental 11,789 40,772 22,242 11,937 67,803 6,721 5,668 166,932
Other Income:
Laundry - - 215 96 870 - - 1,181
Other 524 1,566 865 732 5,207 31 693 6,486
Total operating income 12 313 39 206 23,322 12,766 73,880 6,752 6,361 174-599
Occupied Units 28 73 69 27 149 15 14 375
Income per occupied unit 440 537 338 473 496 450 454 466
EXPENSES
Operating Expenses:
Payroll 5,484 13,523 10,951 2,740 12,982 3,161 1,412 50,252
Per occupied unit 196 185 159 101 87 211 101 134
Administrative 1,292 4,335 3,250 1,120 6,180 648 592 17,417
Per occupied unit 46 59 47 41 41 43 42 46
Advertising/promotion - 57 142 27 115 - - 340
Per occupied unit - 1 2 1 1 - - 1
Contract services 1,688 2,608 4,029 1,988 4,888 1,013 908 17,124
Per occupied unit 60 36 58 74 33 68 65 46
Utility services 1,739 7,006 5,219 555 6,757 800 918 22,994
Per occupied unit 62 96 76 21 45 53 66 61
Maintenance 4,947 2,550 2,518 694 8,995 2,578 295 22,577
Per occupied unit 177 35 36 26 60 172 21 60
Replacement expense - - 408 - 2,081 - - 2,490
Per occupied unit - - 6 - 14 - - 7
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 15,149 30,080 26,517 7,125 41,998 8,200 4,125 133194
Per occupied unit 541 412 384 264 282 547 295 355
Summary Revenue and Expenses
Total Operating Income 12,313 39,206 23,322 12,766 73,880 6,752 6,361 174,599
Total Operating Expenses 15,149 30,080 26,517 7,125 41,998 8,200 4,125 133,194
Monthly Net Operating Income 2 836 9,126 (3,195)1 5,641 1 31,881 1,448 2,236 41,405
Per occupied unit (101) 125 (46) 209 214 (97) 160 110
FYTD Net Operating Income* (31,413) 101,782 (14,151) (6,098) 232,631 (4,691) 825 1 278.885
Previous Fiscal Year NOI(6/30/2019)' (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
•for dompanwn pumous.Net Operating mromevl0 encodes altrapbaI expenditures and venentpdenom rarmbursemem,as those me terma)IY send from,e ammem,eurve funds and/or bond funds a,Nis ame(no,mHF revenue)
03102/2020 Page 11 of 11 Rpt#2 Senior 2.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Mar-20
REPORT DATE: 4/1/2020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 1 0 4 7 3 3 4 4 5 5 6 4 5
c. Occupied Units 140 141 137 134 138 138 137 137 136 136 135 137 136
d. Pending Leases 2 2 3 3 4 5 3 4 5 4 3 2 3
e. Ending Occupied&Pre-leased 142 143 140 137 142 143 140 141 141 140 138 139 139
f. Down Units 0 0 1 1 1 0 1 2 2 2 2 2 2
g. Number of Wait List Contactees 0 20 20 20 68 79 18 89 37 18 15 10 15
h. Re-Cert Pkts Sent Out During Month 20 12 4 14 4 12 10 10 6 7 11 7 9
i. Number of Traffic Qualified 5 15 12 15 10 15 8 10 15 10 12 9 20
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 2 0 0 0 0 5
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 2 1 2 3 2 3 3 3 4 3 2 1 1
c. Occupied Units 62 63 62 61 62 61 61 61 60 61 62 63 63
d. Pending Leases 1 0 0 1 2 1 0 1 1 2 1 0 0
e. Ending Occupied&Pre-leased 63 63 62 62 64 62 61 62 61 63 63 63 63
f. Down Units 1 1 1 0 0 0 1 1 1 1 1 1 1
g. Number of Wait List Contactees 51 43 64 39 53 41 43 76 63 49 37 0 0
h. Re-Cert Pkts Sent Out During Month 3 3 2 3 3 4 10 5 4 1 6 4 2
i. Number of Traffic Qualified 27 21 21 43 29 22 20 34 34 29 19 14 5
a. Number of Traffic Non-Qualified 1 0 0 0 0 0 0 34 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 0 1 1 2 1 1 2 1 1 0 0 1 2
c. Occupied Units 48 47 47 46 47 47 46 47 47 48 48 47 46
d. Pending Leases 0 0 0 1 0 2 2 0 1 0 0 0 1
e. Ending Occupied&Pre-leased 48 47 47 47 47 49 48 47 48 48 48 47 47
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 11 16 36 20 26 19 25 20 0 0 22 40 26
h. Re-Cert Pkts Sent Out During Month 2 2 3 6 1 5 3 4 4 3 4 3 3
i. Number of Traffic Qualified 11 20 7 8 9 19 8 8 5 4 11 7 3
0. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 1 1 0 0 0 0 0 0 0 0
c. Occupied Units 23 23 23 23 23 24 24 24 24 24 24 24 24
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 23 23 23 23 23 24 24 24 24 24 24 24 24
f. Down Units 1 1 1 1 1 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 19 17 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 2 0 1 2 3 1 1 3 3 1 4 2
i. Number of Traffic Qualified 17 11 14 32 19 16 9 17 21 17 14 11 3
j. Number of Traffic Non-Qualified 0 0 0 1 0 0 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 17 15 16 19 20 22 25 22 20 22 21 15 14
c. Occupied Units 367 369 368 365 364 362 359 362 364 362 363 369 370
d. Pending Leases 11 5 2 9 8 14 10 5 11 9 8 5 1
e. Ending Occupied&Pre-leased 378 374 370 374 372 376 369 367 375 371 371 374 371
f. Down Units 11 11 11 11 6 13 17 15 14 12 12 11 11
g. Number of Wait List Contactees 371 8 150 197 132 170 85 53 123 98 55 110 46
h. Re-Cert Pkts Sent Out During Month 31 20 31 30 26 29 29 25 29 26 28 23 29
i. Number of Traffic Qualified 81 100 89 78 92 86 97 103 79 58 104 78 79
Number of Traffic Non-Qualified 3 5 2 2 1 0 1 1 5 2 20 3 2
04/01/2020 Page 1 of 11 MOS Multi-Family 3.20
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 0 0 1 3 2 0 0 1 1 0 0 1 2
c. Occupied Units 36 36 35 33 34 36 36 35 35 36 36 35 34
d. Pending Leases 0 1 1 1 2 0 0 0 0 0 0 1 1
e. Ending Occupied&Pre-leased 36 37 36 34 36 36 36 35 35 36 36 36 35
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 6 15 18 16 0 0 18 25 0 0 45 18
h. Re-Cent Pkts Sent Out During Month 3 3 3 4 7 1 1 2 8 6 0 0 4
i. Number of Traffic Qualified 9 8 4 7 6 4 5 7 3 4 8 5 1
0. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 0 2 1 0 0 0 0 1 1 0 0 1 1
c. Occupied Units 20 18 19 20 20 20 20 19 19 20 20 19 19
d. Pending Leases 0 0 0 0 0 0 0 1 1 0 0 0 0
e. Ending Occupied&Pre-leased 20 18 19 20 20 20 20 20 20 20 20 19 19
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 20 10 0 0 0 0 0 0 0 0 40 9
h. Re-Cert Pkts Sent Out During Month 2 2 2 1 1 2 0 9 0 1 4 4 4
i. Number of Traffic Qualified 6 8 2 0 0 4 4 0 2 0 0 3 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 0 0 0 0 1 1 0 0 1 1
c. Occupied Units 16 16 16 16 16 16 16 15 15 16 16 15 15
d. Pending Leases 0 0 0 0 0 0 0 1 1 0 0 0 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 16 16 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 43 48 0 0 0 10
h. Re-Cert Pkts Sent Out During Month 1 1 0 4 1 0 0 1 3 0 1 1 3
i. Number of Traffic Qualified 10 11 9 16 17 11 9 14 16 14 13 11 3
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 21 20 26 35 29 29 34 33 33 30 29 24 26
c. Occupied Units 712 713 707 698 704 704 699 700 700 703 704 709 707
d. Pending Leases 14 8 6 15 16 22 15 12 20 15 12 8 6
e. Ending Occupied&Pre-leased 726 721 713 713 720 726 714 712 720 718 716 717 713
f. Down Units 13 13 14 13 8 13 19 18 17 15 15 14 14
g. Number of Wait List Contactees 433 113 314 311 295 309 171 299 296 165 129 245 124
h. Re-Cert Pkts Sent Out During Month 63 45 45 63 45 56 54 57 57 47 55 46 56
i. Number of Traffic Qualified 166 194 158 199 182 177 160 193 175 136 181 138 114
Number of Traffic Non-Qualified 4 5 2 3 1 0 1 37 5 2 20 3 7
04/01/2020 Page 2 of 11 MOS Multi-Family 3.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Mar-20
REPORT DATE: 4/1/2020 TERESA VAKILI
"SENIOR PROPERTIES" Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 1 1 1 1 1 1 3 3 5 2 1
c. Occupied Units 29 29 29 29 29 29 29 29 27 27 25 28 29
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 1 1 1
e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 29 27 27 26 29 30
f. Down Units 1 1 1 1 1 1 1 1 2 2 0 1 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 50 58 10 16
h. Re-Cent Pkts Sent Out During Month 6 3 2 1 2 5 1 1 4 2 0 1 4
i. Number of Traffic Qualified 0 0 0 4 2 2 2 10 0 0 2 3 2
a. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 1 1 0 1 0 0 0 1 1 1 0 1
c. Occupied Units 72 72 72 73 72 73 73 73 72 72 72 73 72
d. Pending Leases 1 1 1 1 1 1 0 3 1 1 1 1 1
e. Ending Occupied&Pre-leased 73 73 73 74 73 74 73 76 73 73 73 74 73
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 43 40 39 63 54 39 38 34 25 30 32 63 35
h. Re-Cert Pkts Sent Out During Month 7 7 11 6 8 5 7 2 2 2 3 4 7
i. Number of Traffic Qualified 28 20 27 31 19 24 22 20 16 16 16 25 27
Number of Traffic Non-Qualified 7 8 6 11 13 6 7 6 3 2 7 12 3
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 1 0 1 1 1 1 0 0 1 0 0 3 2
c. Occupied Units 71 72 71 71 71 71 72 72 71 72 72 69 70
d. Pending Leases 1 1 1 2 2 1 0 0 1 0 0 1 0
e. Ending Occupied&Pre-leased 72 73 72 73 73 72 72 72 72 72 72 70 70
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 21 12 20 37 0 0 0 0 35 49 21 45 28
h. Re-Cert Pkts Sent Out During Month 6 3 4 14 18 8 6 2 8 4 3 5 7
i. Number of Traffic Qualified 6 2 8 18 14 11 6 20 10 13 14 8 2
j. Number of Traffic Non-Qualified 3 3 0 0 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 0 0 1 1 0 0 0 0 0 0 0 0
c. Occupied Units 27 27 27 26 26 27 27 27 27 27 27 27 27
d. Pending Leases 0 0 0 1 1 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 27 27 27 27 27 27 27 27 27 27 27 27 27
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 20 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 3 0 4 1 2 0 3 2 1 2 2 4
i. Number of Traffic Qualified 10 9 9 25 35 31 20 21 17 17 29 33 28
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 1 0 1 2 1 1 2 2 2 1 1 1 1
c. Occupied Units 149 150 149 148 149 149 148 148 148 149 149 149 149
d. Pending Leases 2 0 1 2 1 0 1 1 0 0 0 0 0
e. Ending Occupied&Pre-leased 151 150 150 150 150 149 149 149 148 149 149 149 149
f. Down Units 0 0 0 0 0 0 1 1 1 1 1 1 1
g. Number of Wait List Contactees 15 0 13 30 25 20 30 0 20 15 0 38 0
h. Re-Cert Pkts Sent Out During Month 6 7 20 19 15 14 17 9 5 7 15 4 7
i. Number of Traffic Qualified 47 34 35 39 45 38 29 29 28 21 34 36 29
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
04/01/2020 Page 3 of 11 MOS Senior 3.20
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 1 0 0 0 1 2 2 2 0 0 0 0 0
c. Occupied Units 14 15 15 15 14 13 13 13 15 15 15 15 15
d. Pending Leases 1 0 0 0 1 1 1 2 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 15 15 15 15 14 14 15 15 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 6 5 0 0 49 47 5 15 15 0 0 0 0
h. Re-Cent Pkts Sent Out During Month 0 0 0 4 1 0 1 0 1 1 1 1 2
i. Number of Traffic Qualified 0 0 0 2 3 3 3 10 2 2 0 3 0
0. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Sage Crest Sr.
a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 14 14 14 14 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 14 14 14 14 14 14 14 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 1 4 0 2 0 0 0 0 1 1 1 0
i. Number of Traffic Qualified 0 0 0 0 0 0 0 8 0 0 0 2 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 5 2 4 5 6 5 5 5 7 5 7 6 5
c. Occupied Units 376 379 377 376 375 376 376 376 374 376 374 375 376
d. Pending Leases 5 2 3 6 6 3 2 6 2 1 2 3 2
e. Ending Occupied&Pre-leased 381 381 380 382 381 379 378 382 376 377 376 378 378
f. Down Units 1 1 1 1 1 1 2 2 3 3 1 2 1
g. Number of Wait List Contactees 85 57 72 130 148 106 73 49 95 144 111 156 79
h. Re-Cert Pkts Sent Out During Month 30 24 41 48 47 34 32 17 22 18 25 18 31
i. Number of Traffic Qualified 91 65 79 119 118 109 82 118 73 69 95 110 88
Number of Traffic Non-Qualified 10 11 6 11 13 6 7 6 3 2 7 12 3
04/01/2020 Page 4 of 11 MOS Senior 3.20
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
No. of Units Average Mo. Rent
x reme y Low
0-30% 180 271
Very Low
31-50% 246 461
Low
51-80% 209 730
Moderate
81%-120% 72 1,112
Total 707 643
Senior Complexes
No. of Units Average Mo. Rent
Extremely ow 115 238
0-30%
Very Low 171 430
31-50%
Low 79 707
51-80%
Moderate 11 1,016
81%-120%
Total 376 598
HOUSEHOLD SIZE
AMI % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 69,700 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 711119. Monthly rent is exclusive of Utility Allowance.
04/01/2020 Page 5 of 11 Summary Rpt#1
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Mar-20
REPORT DATE: 4/1/2020 REPORTED BY: TERESA VAKILI
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 149 2 149
b. 1 BR,1 BA 2 170 1 142 10 160 13 160
c. 2 BR,1 BA 1 172 2 169 1 169 4 170
d. 2 BR,2 BA 1 169 7 171 8 170
e. Totals 20% 2 3 0 1 18 2 0 1 27
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 196 5 196
b. 1 BR,1 BA 14 228 4 210 5 224 20 222 43 223
c. 2 BR,1 BA 4 231 1 235 1 218 6 229
d. 2 BR,2 BA 2 218 3 235 11 229 16 229
e. Totals 21-25% 14 9 7 3 35 1 0 1 70
3.VERY LOW:26-30%OF MEDIAN
a. Studio 3 261 1 235 4 255
b. 1 BR,1 BA 16 300 1 279 2 279 21 271 40 283
c. 2 BR,1 BA 6 352 5 348 2 342 4 345 17 348
d. 2 BR,2 BA 1 355 3 352 3 352 15 351 22 352
e. Totals 26-30% 16 5 6 3 42 5 2 4 83
4.VERY LOW:31-35%OF MEDIAN
a. Studio 1 302 1 302
b. 1 BR,1 BA 15 343 1 327 9 338 25 341
c. 2 BR,1 BA 2 369 2 369
d. 2 BR,2 BA 1 366 7 375 8 373
e. Totals 31-35% 15 2 1 0 18 0 0 0 36
5.VERY LOW:36-40%OF MEDIAN
a. Studio 0 -
b. 1 BR,1 BA 11 400 1 362 1 375 12 392 25 394
c. 2 BR,1 BA 5 429 5 469 4 417 1 403 15 437
d. 2 BR,2 BA 4 431 1 403 17 424 22 424
e. Totals 36-40% 11 1 5 1 34 5 4 1 62
6.VERY LOW:41-45%OF MEDIAN
a. Studio 2 404 2 404
b. 1 BR,1 BA 14 461 2 443 2 444 11 450 29 454
c. 2 BR,1 BA 12 492 2 496 2 464 16 489
d. 2 BR,2 BA 3 465 4 481 8 492 15 483
e. Totals 41-45% 14 4 5 4 31 2 2= 0 62
7.VERY LOW:46-50%OF MEDIAN
a. Studio 4 470 2 456 6 465
b. 1 BR,1 BA 14 542 3 522 15 518 32 529
c. 2 BR,1 BA 1 564 12 582 6 561 4 541 3 569 26 569
d. 2 BR,2 BA 2 582 2 582 18 564 22 567
e. Totals 46-50% 14000 5100 7 1 2 1 45 6 400 3 86
Total very low= 1 86 29 31 14 223 21 12 10 426
• Percent of total 163.24% 46.03% 67.39% 58.33% J1 60.27% 61.76% 63.16%M 66.67% 60.25%
8.LOWER: 51-55%OF MEDIAN
a. Studio 4 491 4 491
b. 1 BR,1 BA 9 578 2 543 1 573 8 564 20 569
c. 2 BR,1 BA 6 624 4 607 2 607 2 608 14 614
d. 2 BR,2 BA 1 607 3 614 7 614 11 613
e. Totals 51-55% 9 6 2 3 21 4 2= 2 49
9.LOWER:56-60%OF MEDIAN
a. Studio 4 541 4 541
b. 1 BR,1 BA 8 636 2 617 1 594 7 614 18 623
c. 2 BR,1 BA 7 678 3 717 3 678 13 687
d. 2 BR,2 BA 2 692 1 650 11 680 14 680
e. Totals 56-60% 8MENJ 600MI 300MI 1 OMNI 2500MI 300MI 3 0 49
04/01/2020 Page 6 of 11 Put#1 Multi-Family 3.20
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 1 573 1 573
b. 1 BR,1 BA 6 679 3 675 1 689 9 664 19 672
c. 2 BR,1 BA 1 740 4 739 1 758 1 758 1 758 8 746
d. 2 BR,2 BA 1 758 9 741 10 743
e. Totals 61-65% 6 5 1 1 22 1 1 1 38
11.LOWER:66-70%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR,1 BA 8 882 5 829 13 862
c. 2 BR,1 BA 2 918 2 976 1 945 5 946
d. 2 BR,2 BA 1 1,006 3 1,009 1 4 1,008
e. Totals 66-70% 8 2 0 1 101 2 1= 0 24
12.LOWER:71-75%OF MEDIAN
a. Studio 1 772 1 772 2 772
b. 1 BR,1 BA 3 910 5 888 8 896
c. 2 BR,1 BA 1 1,067 5 1,063 6 1,064
d. 2 BR,2 BA 1 1,085 1 1,020 2 1,057 4 1,055
e. Totals 71-75% 3 2 2 1 12 0 0 0 20
13.LOWER:76-80%OF MEDIAN
a. Studio 3 754 3 754
b. 1 BR,1 BA 6 872 2 906 6 903 14 890
c. 2 BR,1 BA 2 1,143 1 1,140 3 1,142
d. 2 BR,2 BA 9 1,121 9 1,121
e. Totals 76-80% 600oq 5 MInq 0010q 0 117 imm 0 M 0 29
Total lower= 40 26 8 7 107 11 7 3 209
Percent of total 29.41% 41.27% 17.39% 29.17% 28.92% = 32.35% 36.84%= 20.00% 29.56%
14.MODERATE:81-120%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR, 1 BA 9 929 4 926 1 920 14 902 28 915
c. 2 BR, 1 BA 1 1,232 1 1,232 8 1,145 2 1,232 2 1,140 14 1,169
d. 2 BR,2 BA 1 1 1,232 1 6 1,148 1 3 1,171 1 18 1,136 1 128 1,146
Total moderate= 10 8 7 3 40 2 uIIIIIIIIIIIIIIII2 72
Percent of total 7.35% 12.70% 15.22% 12.50% 10.81% 5.88% 0.00% 13.33% 10.18%
15.Total units occupied: 136 63 46 24 370 34 19 15 707
16.Occupancy rate= 96% 98% 96% 100% 96% 94% 95%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under consUrenov 98%
04/01/2020 Page 7 of 11 Put#1 Multi-Family 3.20
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Mar-20
REPORT DATE: 4/1/2020 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 226 4 141 3 106 9 148
b. 1 BR, 1 BA 3 158 1 156 4 157
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 20% 3 2 4 0 4 0 0 13
2.VERY LOW:21-25%OF MEDIAN
a. Studio 9 285 10 190 18 220 37 227
b. 1 BR,1 BA 3 201 3 215 5 255 9 227 1 224 1 197 22 227
c. 2 BR,1 BA 2 221 2 221
d. 2 BR,2 BA 0 -
e. Totals 21-25% 5 9 13 5 27 1 1 61
3.VERY LOW:26-30%OF MEDIAN
a. Studio 5 349 11 253 10 261 26 275
b. 1 BR, 1 BA 1 273 4 285 5 329 5 267 15 293
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 26-30% 1 5 15 5 10 0 5 41
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 392 7 293 10 330 23 335
b. 1 BR,1 BA 3 329 1 458 6 329 2 388 6 378 3 341 1 307 22 354
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 31-35% 3 7 13 2 16 3 1 45
5.VERY LOW:36-40%OF MEDIAN
a. Studio 6 443 6 340 12 388 24 390
b. 1 BR,1 BA 3 395 2 382 7 434 8 400 3 382 2 385 25 404
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 36-40% 3 6 8 7 20 3 2 49
6.VERY LOW:41-45%OF MEDIAN
a. Studio 6 509 3 381 15 447 24 454
b. 1 BR,1 BA 4 446 1 555 3 443 3 504 5 490 2 443 18 473
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 41-45% 4 7 6 3 20 2 0 42
7.VERY LOW:46-50%OF MEDIAN
a. Studio 7 589 4 464 10 522 21 533
b. 1 BR,1 BA 1 529 2 653 1 529 1 580 6 582 1 533 1 486 13 573
c. 2 BR,1 BA 1 576 1 576
d. 2 BR,2 BA 0 -
e. Totals 46-50% 2 9 501019 1 16 1 1 35
Total very low= 21 45 64 23 113 10 10 286
• Percent of total 72.41% 62.50e/u 91.43% 85.19% 75.84% 66.67% 71.430/6 76.06%
8.LOWER:51-55%OF MEDIAN
a. Studio 6 621 4 555 10 595
b. 1 BR,1 BA 1 569 2 699 2 569 4 627 3 549 2 543 14 596
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 51-55% 1 8 2 0 8 3 2 24
9.LOWER:56-60%OF MEDIAN
a. Studio 6 691 3 605 9 662
b. 1 BR,1 BA 4 627 2 740 2 608 1 637 3 663 2 631 1 581 15 645
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 56-60% 4 8 20§001 1 6 21MENI1 24
04/01/2020 Page 8 of 11 Rpt#1 Senior 3.20
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC ARI OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 4 745 6 682 10 707
b. 1 BR,1 BA 1 692 2 735 3 720
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 61-65% 0 4 0 1 8 0 0 13
11.LOWER:66-70%OF MEDIAN
a. Studio 3 976 1 709 4 909
b. 1 BR, 1 BA 1 906 1 1,006 2 956
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0
e. Totals 66-70% 0 3 2 0 1 0 0 6
12.LOWER:71-75%OF MEDIAN
a. Studio 1 926 1 920 2 923
b. 1 BR,1 BA 1 905 1 905
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0
e. Totals 71-75% 0 1 0 1 1 0 0 3
13.LOWER:76-80%OF MEDIAN
a. Studio 2 926 4 905 6 912
b. 1 BR,1 BA 1 916 1 1,140 1 906 3 987
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 76-80% 1 2 0 0 5 0 1 9
Total lower= 6 26 6 3 29 5 4 79
Percent of total 20.69% 36.11% 8.57% 11.11% 19.46% 33.33%- 28.57% 21.01%
14.MODERATE:81-120%OF MEDIAN
a. Studio 4 905 4 905
b. 1 BR,1 BA 1 916 1 905 3 1,090 5 1,018
c. 2 BR, 1 BA 1 1,232 1 1,232
d. 2 BR,2 BA 1 1,232 1 1,232
Total moderate= 2 1 0 1 7 0 0 11
Percent of total 6.90°/u 1.39%` 0.00% 3.70% 4.70% 0.00% 0.00% L93176
3%
15.Total units occupied: 29 72 70 27 149 15 14
16.Occupant rate= 97% 99% 97% 100% 99% 100% 100% 9
N TE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income ot that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov
04/01/2020 Page 9 of 11 Rpt#1 Senior 3.20
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Mar-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 4/1/2020
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733
REVENUE
VERY LOW Up to 50%
Occupied units 86 29 31 14 223 21 12 10 426
Total rental income 31,919 8,806 11,795 5,421 84,078 9,016 5,444 3,877 160,356
Per occupied unit 371 304 380 387 377 429 454 388 376
LOWER:51%-->80%
Occupied units 40 26 8 7 107 11 7 3 209
Total rental income 29,382 17,243 5,704 5,276 83,349 8,429 4,951 1,974 156,308
Per occupied unit 735 663 713 754 779 766 707 658 748
MODERATE:81%-->120%
Occupied units 10 8 7 3 40 2 - 2 72
Total rental income 9,593 7,712 7,808 3,513 42,236 2,464 2,280 75,606
Per occupied unit 959 964 1,115 1,171 1,056 1,232 1,140 1,050
Summary Income:
Rental 70,894 33,761 25,307 14,210 209,663 19,909 10,395 8,131 392,270
Other Income:
Laundry 491 1,076 1,269 1,075 6,679 1,491 497 219 12,796
Other 1 772 3,300 34 1,009 25,985 877 467 14 21,084
Total Operating Income 72,157 31,537 26,541 14,276 242,327 20,523 10,425 8,364 426,150
Occupied Units 136 63 46 24 370 34 19 15 707
Income per occupied unit 531 501 577 595 655 604 549 558 603
EXPENSES
Operating Expenses:
Payroll 18,799 9,506 9,479 3,287 59,099 5,228 3,599 2,977 111,975
Per occupied unit 138 151 206 137 160 154 189 198 158
Administrative 8,379 2,976 3,035 1,719 17,767 2,222 1,000 993 38,090
Per occupied unit 62 47 66 72 48 65 53 66 54
Advertising/Promotion - 24 - - 128 - - - 153
Per occupied unit - 0 - - 0 - - - 0
Contract Services 4,184 646 2,500 1,120 10,948 805 1,150 135 21,488
Per occupied unit 31 10 54 47 30 24 61 9 30
Utility Services 10,222 4,335 3,887 1,636 34,589 2,327 1,239 1,065 59,300
Per occupied unit 75 69 85 68 93 68 65 84
Maintenance 9,608 8,607 2,912 1,110 72,547 1,566 4,506 2,027 102,882
Per occupied unit 71 137 63 46 196 46 237 135 146
Replacement expense 8,800 2,243 - - 26,292 - - 668 38,003
Per occupied unit 65 36 71 45 54
Capital expense - - - - - -
Per occupied unit - - - - - -
Total Operating Expenses 59,992 28,338 21,813 8,872 221,370 12,147 11,494 7,866 371,892
Per occupied unit 441 450 474 370 598 357 605
Summary Revenue and Expenses
Total Operating Income 72,157 31,537 26,541 14,276 242,327 20,523 10,425 8,364 426,150
Total Operating Expenses 59,992 28,338 21,813 8,872 221:370 12,147 11,494 7,866 371,892
Monthly Net Operating Income 12 165 3 199 4,729 5,404 20,957 8,376 0,069J 498 54 259
Per occupied unit 89 51 103 225 57 246 (56) 33 77
FYTD Net Operating Income* 92,918 41,839 27,645 32,371 534,340 54,000 18,579 (1,171)1 800 521
Previous Fiscal Year NOI(6/30/2019)* 197,497 46,658 42 268 6,351 566,303 67,200 16,742 1,583 1 860,065
For comparison purposes,Net Operating Income M excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDHA revenue).
04/01/2020 Page 10 of 11 Rpt#2 Multi-Family 3.20
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Mar-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 4/1/2020
CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Up to 50%
Occupied units 21 45 64 23 113 10 10 286
Total rental income 6,853 19,268 18,718 8,826 40,378 3,812 3,095 100,950
Per occupied unit 326 428 292 384 357 381 310 353
LOWER: 51%-->80%
Occupied units 6 26 6 3 29 5 4 79
Total rental income 3,993 19,436 3,969 2,234 20,780 2,909 2,394 55,894
Per occupied unit 666 748 662 745 717 582 598 708
MODERATE: 81%-->120%
Occupied units 2 1 - 1 7 - - 11
Total rental income 2,148 1,232 905 6,890 11,175
Per occupied unit 1,074 1,232 905 984 1,016
Summary Income:
Rental 12,994 39,936 22,687 11,965 68,048 6,721 5,668 168,019
Other Income:
Laundry 237 461 272 - 761 18 - 1,749
Other 544 901 160 732 3,624 7 633 6,280
Total operating income 13,774 41,298 22,799 12,697 72,433 6,746 6,301 176,048
Occupied Units 29 72 70 27 149 15 14 376
Income per occupied unit 475 574 450 468
EXPENSES
Operating Expenses:
Payroll 5,834 12,540 12,360 2,877 13,412 3,402 1,465 51,890
Per occupied unit 201 174 177 107 90 227 105 138
Administrative 1,262 7,657 3,818 1,117 6,401 966 593 21,813
Per occupied unit 44 106 55 41 43 64 42 58
Advertising/promotion - 78 - - 135 - - 213
Per occupied unit - 1 - - 1 - - 1
Contract services 1,559 1,930 2,770 1,505 4,550 530 425 13,269
Per occupied unit 54 27 40 56 31 35 30 35
Utility services 3,153 9,815 5,034 1,391 7,480 813 862 28,548
Per occupied unit 109 136 72 52 50 54 62 76
Maintenance 13,656 2,212 4,978 1,668 6,332 1,438 107 30,392
Per occupied unit 471 31 71 62 42 96 8 81
Replacement expense 10,900 768 - - 1,175 - - 12,843
Per occupied unit 376 11 - 8 34
Capital expense - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 36,363 35,000 28,959 8,559 39,485 7,150 3,451 158,967
Per occupied unit 1,254 486 414 317 265 477 24� 423
Summary Revenue and Expenses
Total Operating Income 13,774 41,298 22,799 12,697 72,433 6,746 6,301 176,048
Total Operating Expenses 36,363 35,000 28,959 8,559 39,485 7,150 3,451 158,967
Monthly Net Operating Income 22,589 6,299 6,161 4,138 32,948 (4041 2,850 17,081
Per occupied unit (779) 87 (88) 153 221 (27) 204 45
FYTD Net Operatinq Income` 43,101 108,849 (20,311) (1,959) 266,753 (5,094) 3,674 395.012
Previous Fiscal Year NOI(6/30/2019)* (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
-For comparison purposes,Net Operating Income VTD excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDHA revenue)
04/01/2020 Page 11 of 11 Rpt#2 Senior 3.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Apr-20
REPORT DATE: 5/1/2020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 0 4 7 3 3 4 4 5 5 6 4 5 5
c. Occupied Units 141 137 134 138 138 137 137 136 136 135 137 136 136
d. Pending Leases 2 3 3 4 5 3 4 5 4 3 2 3 3
e. Ending Occupied&Pre-leased 143 140 137 142 143 140 141 141 140 131 139 139 139
f. Down Units 0 1 1 1 0 1 2 2 2 2 2 2 2
g. Number of Wait List Contactees 20 20 20 68 79 18 89 37 18 15 10 15 45
h. Re-Cert Pkts Sent Out During Month 12 4 14 4 12 10 10 6 7 11 7 9 0
i. Number of Traffic Qualified 15 12 15 10 15 8 10 15 10 12 9 20 2
Number of Traffic Non-Qualified 0 0 0 0 0 0 2 0 0 0 0 5 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 1 2 3 2 3 3 3 4 3 2 1 1 1
c. Occupied Units 63 62 61 62 61 61 61 60 61 62 63 63 63
d. Pending Leases 0 0 1 2 1 0 1 1 2 1 0 0 0
e. Ending Occupied&Pre-leased 63 62 62 64 62 61 62 61 63 63 63 63 63
f. Down Units 1 1 0 0 0 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 43 64 39 53 41 43 76 63 49 37 0 0 29
h. Re-Cert Pkts Sent Out During Month 3 2 3 3 4 10 5 4 1 6 4 2 3
i. Number of Traffic Qualified 21 21 43 29 22 20 34 34 29 19 14 5 3
Number of Traffic Non-Qualified 0 0 0 0 0 0 34 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 1 1 2 1 1 2 1 1 0 0 1 2 1
c. Occupied Units 47 47 46 47 47 46 47 47 48 48 47 46 47
d. Pending Leases 0 0 1 1 0 2 2 0 1 1 0 0 0 1 1 0
e. Ending Occupied&Pre-leased 47 47 47 47 49 48 47 48 48 48 47 47 47
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 16 36 20 26 19 25 20 0 0 22 40 26 10
h. Re-Cert Pkts Sent Out During Month 2 3 6 1 5 3 4 4 3 4 3 3 4
i. Number of Traffic Qualified 20 7 8 9 19 8 8 5 4 11 7 3 2
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 1 0 0 0 0 0 0 0 0 0
c. Occupied Units 23 23 23 23 24 24 24 24 24 24 24 24 24
d. Pending Leases 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 23 23 1 23 23 24 1 24 24 1 24 1 24 24 1 24 1 24 24
f. Down Units 1 1 1 1 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 19 17 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 0 1 2 3 1 1 3 3 1 4 2 3
i. Number of Traffic Qualified 11 14 32 19 16 9 17 21 17 14 11 3 0
Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 15 16 19 20 22 25 22 20 22 21 15 14 16
c. Occupied Units 369 368 365 364 362 359 362 364 362 363 369 370 368
d. Pending Leases 5 2 1 9 8 14 1 10 5 11 1 9 8 1 5 1 1 0
e. Ending Occupied&Pre-leased 374 370 1 374 1 372 376 369 1 367 375 371 371 374 1 371 368
f. Down Units 11 11 11 6 13 17 15 14 12 12 11 11 11
g. Number of Wait List Contactees 8 150 197 132 170 85 53 123 98 55 110 46 64
h. Re-Cert Pkts Sent Out During Month 20 31 30 26 29 29 25 29 26 28 23 29 36
i. Number of Traffic Qualified 100 89 78 92 86 97 103 79 58 104 78 79 60
Number of Traffic Non-Qualified 5 2 2 1 0 1 i 5 2 20 3 2 1
a5/O112020 Page 1 W 11 NAS Mufti-FxMdy 4.20
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 0 1 3 2 0 0 1 1 0 0 1 2 2
c. Occupied Units 36 35 33 34 36 36 35 35 36 36 35 34 34
d. Pending Leases 1 1 1 2 0 0 0 0 0 0 1 1 1
e. Ending Occupied&Pre-leased 37 36 34 36 36 36 35 35 36 36 36 35 35
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 6 15 18 16 0 0 18 25. 0 0 45 18 10
h. Re-Cert Pkts Sent Out During Month 3 3 4 7 1 1 2 8 6 0 0 4 0
i. Number of Traffic Qualified 8 4 7 6 4 5 7 3 4 8 5 1 0
Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 0 0 0 0 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 2 1 0 0 0 0 1 1 0 0 1 1 1
c. Occupied Units 18 19 20 20 20 20 19 19 20 20 19 19 19
d. Pending Leases 0 0 0 0 0 0 1 1 0 0 0 0 0
e. Ending Occupied&Pre-leased 18 19 20 20 20 20 20 20 20 20 19 19 19
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 20 10 0 0 0 0 0 0 0 0 40 9 7
h. Re-Cert Pkts Sent Out During Month 2 2 1 1 2 0 9 0 1 4 4 4 1
i. Number of Traffic Qualified 8 2 0 0 4 4 0 2 0 0 3 0 0
Number of Traffic Non-Qualfed 0 0 1 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 0 0 0 1 1 0 0 1 1 1
c. Occupied Units 16 16 16 16 16 16 15 15 16 16 15 15 15
d. Pending Leases 0 0 0 0 0 0 1 1 0 0 0 0 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 16 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 43 48 0 0 0 10 19
h. Re-Cert Pkts Sent Out During Month 1 0 4 1 0 0 1 3 0 1 1 3 2
i. Number of Traffic Qualified 11 9 16 17 11 9 14 16 14 13 11 3 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 20 26 35 29 29 34 33 33 30 29 24 26 27
c. Occupied Units 713 707 698 704 704 699 700 700 703 704 709 707 706
d. Pending Leases 8 6 15 16 22 15 12 20 15 12 8 6 4
e. Ending Occupied&Pre-leased 721 713 713 720 726 714 712 720 718 716 717 713 710
f. Down Units 13 14 13 8 13 19 18 17 15 15 14 14 14
g. Number of Wait List Contactees 113 314 311 295 309 171 299 296 165 129 245 124 184
h. Re-Cert Pkts Sent Out During Month 45 45 63 45 56 54 57 57 47 55 46 56 49
i. Number of Traffic Qualified 194 158 199 182 177 160 193 175 136 181 138 114 67
Number of Traffic Non-Qualified 5 2 3 1 0 1 37 5 2 20 3 7 1
0$/O112020 Page 2 0l 11 1X6 Multi-Farody 4.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Apr-20
REPORT DATE: 5/1/2020 TERESA VAKILI
"SENIOR PROPERTIES" Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 1 1 1 1 1 3 3 5 2 1 1
c. Occupied Units 29 29 29 29 29 29 29 27 27 25 28 29 29
d. Pending Leases 0 0 0 0 0 0 0 0 0 1 1 1 0
e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 27 27 26 29 30 29
f. Down Units 1 1 1 1 1 1 1 2 2 0 1 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 50 58 10 16 16
h. Re-Cert Pkts Sent Out During Month 3 2 1 2 5 1 1 4 2 0 1 4 4
i. Number of Traffic Qualified 0 0 4 2 2 2 10 0 0 2 3 2 1
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 1 0 1 0 0 0 1 1 1 0 1 0
c. Occupied Units 72 72 73 72 73 73 73 72 72 72 73 72 73
d. Pending Leases 1 1 1 1 1 0 3 1 1 1 1 1 0
e. Ending Occupied&Pre-leased 73 73 74 73 74 73 76 73 73 73 74 73 73
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 40 39 63 54 39 38 34 25 30 32 63 35 64
h. Re-Cert Pkts Sent Out During Month 7 11 6 8 5 7 2 2 2 3 4 7 8
i. Number of Traffic Qualified 20 27 31 19 24 22 20 16 16 16 25 27 23
i. Number of Traffic Non-Qualfied 8 6 11 13 6 7 6 3 2 7 12 3 .3
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 0 1 1 1 1 0 0 1 0 0 3 2 2
c. Occupied Units 72 71 71 71 71 72 72 71 72 72 69 70 70
d. Pending Leases 1 1 2 2 1 0 0 1 0 0 1 1 0 1
e. Ending Occupied&Pre-leased 73 72 73 73 72 72 72 72 72 72 70 70 71
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 12 20 37 0 0 0 0 35 49 21 45 28 36
h. Re-Cert Pkts Sent Out During Month 3 4 14 18 8 6 2 8 4 3 5 7 2
i. Number of Traffic Qualified 2 8 18 14 11 6 20 10 13 14 8 2 2
Number of Traffic Non-Qualified 3 0 0 0 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 0 1 1 0 0 0 0 0 0 0 0 0
c. Occupied Units 27 27 26 26 27 27 27 27 27 27 27 27 27
d. Pending Leases 0 0 1 1 1 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0
e. Ending Occupied&Pre-leased 27 27 27 27 27 27 27 27 27 27 27 27 27
F. Dawn Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 20 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 3 0 4 1 2 0 3 2 1 2 2 4 3
i. Number of Traffic Qualified 9 9 25 35 31 20 21 17 17 29 33 28 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 0 1 2 1 1 2 2 2 1 1 1 1 1
c. Occupied Units 150 149 148 149 149 148 148 148 149 149 149 149 149
d. Pending Leases 0 1 2 1 0 1 1 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 150 150 1 150 150 149 749 149 148 149 149 149 149 149
F. Down Units 0 0 0 0 0 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 0 13 30 25 20 30 0 20 15 0 38 0 25
h. Re-Cert Pkts Sent Out During Month 7 20 19 15 14 17 9 5 7 15 4 7 8
i. Number of Traffic Qualified 34 35 39 45 38 29 29 28 21 34 36 29 12
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
OW112020 Page 3 b>> WSS ax 4.20
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Ni Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 0 0 0 1 2 2 2 0 0 0 0 0 0
c. Occupied Units 15 15 15 14 13 13 13 15 15 15 15 15 15
d. Pending Leases 0 0 0 1 1 1 2 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 15 15 15 14 14 15 15 15 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 5 0 0 49 47 5 15 15. 0 0 0 0 2
h. Re-Cert Pkts Sent Out During Month 0 0 4 1 0 1 0 1 1 1 1 2 2
i. Number of Traffic Qualified 0 0 2 3 3 3 10 2 2 0 3 0 0
Number of Traffic Non-Qualified 0 1 0 1 0 0 0 1 0 0 1 0 1 0 0 1 0 1 0 0
Sage Crest Sr.
a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 14 14 14 14 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 14 14 14 14 14 14 14 14
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 4 0 2 0 0 0 0 1 1 1 0 0
i. Number of Traffic Qualified 0 0 0 0 0 0 8 0 0 0 2 0 0
1. Number of Traffic Non-Qualfed 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Ni Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 2 4 5 6 5 5 5 7 5 7 6 5 4
c. Occupied Units 379 377 376 375 376 376 376 374 376 374 375 376 377
d. Pending Leases 2 3 6 6 3 2 6 2 1 2 3 2 1
e. Ending Occupied&Pre-leased 381 380 382 381 379 378 382 376 377 376 378 378 378
f. Down Units 1 1 1 1 1 2 2 3 3 1 2 1 1
g. Number of Wait List Contactees 57 72 130 148 106 73 49 95 144 111 156 79 143
h. Re-Cert Pkts Sent Out During Month 24 41 48 47 34 32 17 22 18 25 18 31 27
i. Number of Traffic Qualified 65 79 119 118 109 82 118 73 69 95 110 88 38
Number of Traffic Non-Qualified 11 6 11 13 6 7 6 3 2 7 12 3 3
xeD112020 Page W 11 WS Sea-4.20
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
o. of Units Average Mo. Rent
x reme y LOW 189 286
0-30%
Very Low 253 473
31-50%
Low
51-80% 191 672
Moderate
81%-120% 73 1,132
Total 706 641
Senior Complexes
No. of Units Average Mo. Rent
Extremely ow 119 240
0-30%
Very Low 170 433
31-50%
Low 77 710
51-80%
Moderate 11 1,034
81%-120%
Total 377 604
HOUSEHOLD SIZE
AMI % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 69,700 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 711119. Monthly rent is exclusive of Utility Allowance.
05/01/2020 Page 5 of 11 Summary Rpt#1
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Apr-20
REPORT DATE: 5/1/2020 REPORTED BY: TERESA VAKILI
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT; 16 UNITS 733 UNITS
uc
C CC AR OCC AR CC AR OC AR AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 149 2 149
b. 1 BR,i BA 2 170 1 151 10 160 13 161
c. 2 BR,1 BA 1 172 3 169 2 169 6 170
d. 2 BR,2 BA 1 169 8 171 9 171
e. Totals 20% 2 3 0 1 i9 3 0 2: 30
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 196 5 196
b. 1 BR,1 BA 14 229 4 210 5 224 19 222 42 223
c. 2 BR,1 BA 4 234 1 235 1 235 6 235
d. 2 BR,2 BA 2 227 3 235 12 230 17 230
e. Totals 21-25% 141111111111111111111111111 9 7, 3 35„ 1,. 1= 0', 70
3.VERY LOW:26-30%OF MEDIAN
a. Studio 3 261 1 235 4 255
b. 1 BR,1 BA 17 300 1 279 3 288 22 273 43 285
c. 2 BR,1 BA 7 353 4 357 2 347 4 345 17 351
d. 2 BR,2 BA 1 355 3 352 3 352 18 353 25 353
e. Totals 26-30% 17 5 7 3 47 4 2 4 89
4.VERY LOW:31-35%OF MEDIAN
a. Studio 1 302 1 302
b. 1 BR,1 BA 16 344 2 327 9 340 27 341
c. 2 BR,1 BA 2 369 3 366 5 367
d. 2 BR,2 BA 1 366 7 375 8 373
e. Totals 31-35% 16 3 1 0 18 3 0': 0 41
5.VERY LOW:3640%OF MEDIAN
a. Studio 1 353 1 353
b. 1 BR,1 BA 11 396 1 362 2 387 12 392 26 393
c. 2 BR,1 BA 6 430 5 469 4 424 1 403 16 439
d. 2 BR,2 BA 4 431 1 403 14 429 19 428
e. Totals 36=10% 11 2 6 1 32 5 4 1 62
6.VERY LOW:41-45%OF MEDIAN
a. Studio 2 404 2 404
b. 1 BR,1 BA 14 461 2 443 2 457 13 451 31 455
c. 2 BR,1 BA 12 497 2 496 2 480 16 494
d. 2 BR,2 BA 4 473 4 481 7 495 15 485
e. Totals 41-45% 1411111111111111111111111411 6 4 32 2 2 0 64
7.VERY LOW:46-50%OF MEDIAN
a. Studio 5 470 3 460 8 466
b. 1 BR,1 BA 15 542 3 522 13 523 31 532
c. 2 BR,1 BA 1 585 12 585 5 565 4 551 3 569 25 574
d. 2 BR,2 BA 2 582 2 582 1 18 566 1 1 22 569
e. Totals 46-50% 15 6 8 2MI 43 5 jMW 4 3' 86
Total very low= 89 32 35 14 226 23 13 10 442
Percent of total 65.44% 50.799/ 74.47% 58.339% 61.41% 67.65% 68 42% 66.67% 6261
8.LOWER: 51-55%OF MEDIAN
a. Studio 3 496 3 496
It. 1 BR,1 BA 8 582 1 559 8 564 17 572
c. 2 BR,1 BA 6 630 4 607 2 607 1 627 13 619
d. 2 BR,2 BA 1 607 3 614 7 630 11 624
e. Totals 51-55% B 4 1 3 21 4 2 1 44
9.LOWER:56-60%OF MEDIAN
a. Studio 3 546 3 546
b. 1 BR,1 BA 7 635 2 617 6 621 15 627
c. 2 BR,1 BA 5 679 4 717 2 682 11 693
d. 2 BR,2 BA 3 692 1 650 12 682 1 i 16 682
e. Totals 56-60% 7 500119 300119 100119 2300119 4 20019 0 45
06ro112026 Page 0 11 aPt#1 Mmti-Famflq a m
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR WU AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 0
b. 1 BR,1 BA 5 682 3 675 1 689 9 668 18 674
c. 2 BR,1 BA 1 740 4 750 1 758 2 758 8 752
d. 2 BR,2 BA 1 758 7 748 8 750
e. Totals 61-65% 5 4 1 1 20 0 1 2 34
11.LOWER:66-70%OF MEDIAN
a. Studio 4 772 4 772
It. 1 BR,1 BA 8 882 4 808 12 857
c. 2 BR,1 BA 2 918 1 945 1 945 4 932
d. 2 BR,2 BA 1 1,006 3 1,009 4 1,008
e. Totals 66-70% 8 4 0. 1 9 1 1 r 0 24
12.LOWER:71-75%OF MEDIAN
a. Studio 1 772 1 772
b. 1 BR,1 BA 2 929 5 899 7 908
c. 2 BR,1 BA 1 1,067 3 1,088 4 1,083
d. 2 BR,2 BA 1 1,085 1 1,020 2 1,057 4 1,055
e. Totals 71-75% 2111111111111111111 2 1 1 10 0 0. 0. 16'
13.LOWER:76-80%OF MEDIAN
a. Studio 3 754 3 754
b. 1 BR,1 BA 6 882 2 906 6 903 14 894
c. 2 BR,1 BA 2 1,143 1 1,140 3 1,142
d. 2 BR,2 BA 8 1 127 8 1,127
e. Totals 76-80% 6 5 0 ON" 16 IML 0.. 0.. 28
Total lower= 36 24 6 7 99 10 6 3 191
Percent of total 26.47% 38.10% 12.77% 29.17% 26.90%IMP 29.41% 31.58% 20.00% 27.05%
14.MODERATE:81-120%OF MEDIAN
a. Studio 1 772 1 772
b. 1 BR,1 BA 10 940 4 926 1 920 14 906 29 921
c. 2 BR,1 BA 1 1,232 1 1,232 10 1,142 1 1,232 2 1,140 15 1,160
d. 2 BR,2 BA 1 1,232 5 1.132 3 1,171 19 1,142 28 1,146
Total moderate= 11 7 6 _ 3 43 1 0 2 73
Percent of total 8.090/ 1 1.11%d6lllllllllllll, 12.77%6mol 12.50% 11.68% 2.94% 0.00% 13.33 6l 10.34%
15.Total units occupied: 136 63 47 24 368 34 19 15 706
16.Occupancy rate= 96% 1 98% 98% 100% 96% 1 94% 95% 94% 96
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Ow Rate excluding properties under const/renov 98%
Oz 112020 P.,7 0n rmcai Mma-N.ilysm
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Apr-20
REPORT DATE: 5/1/2020 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 226 5 143 4 121 11 150
b. 1 BR,1 BA 3 158 1 169 4 161
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 20% 3 2 5 0 5 0 0 15
2.VERY LOW:21-25%OF MEDIAN
a. Studio 9 287 9 193 19 221 37 230
b. i SR,1 BA 3 201 3 215 5 255 9 229 1 224 1 210 22 228
c. 2 BR,1 BA 2 229 2 229
d. 2 BR,2 BA 0
e. Totals 21-25% 5 9 12 5 2S 1 F-.-mi 1 61
3.VERY LOW:26-30%OF MEDIAN
a. Studio 6 351 11 255 9 261 26 279
b. 1 BR,1 BA 1 273 5 286 6 334 5 267 17 296
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 26-30% 1 6 16 6 9 0 5 43
4.VERY LOW:31-35%OF MEDIAN
a. Studio 5 398 7 293 10 330 22 334
b. 1 BR,1 BA 3 337 1 458 5 332 2 388 8 374 3 341 1 307 23 358.
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 31-35% 3 6 12 2 18 3 1 45
5.VERY LOW:3640%OF MEDIAN
a. Studio 6 448 6 340 13 393 25 393
b. 1 BR,1 BA 4 395 2 395 5 429 6 407 3 382 2 385 22 403
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 3640% 4 6 8 5 19 3 2 47
6.VERY LOW:4145%OF MEDIAN
a. Studio 6 513 3 381 14 449 23 457
b. 1 BR,1 BA 3 453 1 555 3 443 4 504 5 490 3 447 1 443 20 475
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 41-45% 3 7 6 4 19 3 1 43
7.VERY LOW:4650%OF MEDIAN
a. Studio 7 589 4 464 11 526 22 535
b. 1 BR,1 BA 1 529 2 653 1 529 1 580 6 582 1 533 12 581
c. 2 BR,1 BA 1 576 1 576
d. 2 SR,2 BA 0
e. Totals 46-50% 2 9 5 1 17 1 0 35
Total very low= 21 45 64 23 115 11 10 289
Percent of total 72.41% 61.64% 91.43% 85.19% 77.18% 73.33%1111111111111111111 71.43% 76.66%
8.LOWER:51-55%OF MEDIAN
a. Studio 7 624 6 561 13 595
b. 1 BR,1 BA 1 569 3 705 2 569 4 627 2 555 2 543 14 609
c. 2 BR,1 BA 0
d. 2 SR,2 BA 0
e. Totals 51-55% 1 luiIIIIIIIIIIIIIIIIIII 2M luiIiiiiiiiiiiiiiiiiiiII 2 2 27
9.LOWER:56-60%OF MEDIAN
a. Studio 6 691 2 612 8 671
b. i BR,1 BA 4 627 1 740 2 608 3 663 2 631 1 581 13 638
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 56-60% 4 7 2 0 5 2. 1. 21
a$/O112020 Page90l 11 Rpr ai senior 420
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CANDLEWOOD
CARLOS CATALINA LA ROCCA SAGE CREST SERENAS PUEBLOS CREST TOTALS
"SENIOR PROPERTIES" ORTEGA VILLAS SR.
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC ARI OCC AR OCC AR OCC AIR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 3 755 5 689 8 714
b. 1 BR,1 BA 1 692 2 735 3 720
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 61-65% 0 3'. 0 IN 0_ 0 11
11.LOWER:66-70%OF MEDIAN
a. Studio 4 976 1 709 5 923
b. 1 BR,1 BA 1 906 1 1,006 2 956
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals66-70% 0 4 2 0 1 0 0 7
12.LOWER:71-75%OF MEDIAN
a. Studio 1 926 1 920 2 923
b. 1 BR,1 BA 1 905 1 905
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 71-75% 0 1 0 1 1 0 0 3
13.LOWER:76-80%OF MEDIAN
a. Studio 2 926 3 920 5 922
b. 1 BR,1 SA 1 916 1 1,140 1 906 3 987
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 76-80% 1 2EMER OEM
0 4 0 1 8
Total lower= 6 27 6 2 28 4 4 77
Percent of total 20.69%jjjj�36.99% 8.57% 7.41% 18.79% 26.67% 28.57% 20.42%
14.MODERATE:81-120%OF MEDIAN
a. Studio 3 920 3 920
b. 1 BR,1 BA 1 916 2 446 3 1,115 6 1,025
c. 2 BR,1 BA 1 1,232 1 1,232
d. 2 BR.2 BA 1 1,232 1 1,232
Total moderate- 2 1 0 2 6 0 0 11
Percent of total 6.90% 1.37% 0,00% 7,41% 4.03% 0.00% 0.00% 2.92
15.Total units occupied: 29 73 70 27 149 15 14 377
16.Occupanc rate= 97°/ 100% 99% 100% t00% 99%
or eac project,to calculate average rent tor a unit type at an income level,divide me total rental income ot tat unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov °®
azro112020 Paea s m u Rp�41 sans 4.20
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Apr-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vaklii
REPORT DATE: 5/1/2020
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733
REVENUE
VERY LOW Up to 50%
Occupied units 89 32 35 14 226 23 13 10 442
Total rental income 33,090 9,986 13,507 5,421 84,897 9,430 5,789 3,828 165,948
Per occupied unit 372 312 386 387 376 410 445 383 375
LOWER:51%->80%
Occupied units 36 24 6 7 99 10 6 3 191
Total rental income 26,717 16,685 4,456 5,276 76,853 7,381 4,281 2,143 143,792
Per occupied unit 742 695 743 754 776 738 714 714 753
MODERATE:81%- 120%
Occupied units 11 7 6 3 43 1 - 2 73
Total rental income 10,632 6,940 6.,578 3,513 45,802 1,232 2,280 76,977
Per occupied unit 967 991 1,096 1,171 1,065 1,232 1,140 1,054
Summary Income:
Rental 70,439 33,611 24,541 14,210 207,552 18,043 10,070 8,251 386,717
Other Income:
Laundry 1,032 796 700 - 2,887 830 287 - 6,533
Other 3647 4,950 1,734 5,900 1,277 335 35 6008
Total Operating Income 67,824 1 29,457 1 25,241 1 112,476 1 2116,339 1 17,596 1 387,241
Occupied Units 136 63 47 24 368 34 19 15 706
Income per occupied unit 499 468 537 520 588 518 527 552 548
EXPENSES
Operating Expenses:
Payroll 18,200 9,165 9,413 3,259 62,918 5,010 5,135 2,564 115,664
Per occupied unit 134 145 200 136 171 147 270 171 164
Administrative 6,432 2,993 2,540 996 18,140 1,578 856 677 34,212
Per occupied unit 47 48 54 42 49 46 45 45 48
Advertising/Promotion - - - - 66 - - - 66
Per occupied unit - - - - 0 - - - 0
Contract Services 5,326 3,420 4,408 2,570 14,779 3,263 2,933 2,345 39,045
Per occupied unit 39 54 94 107 40 96 154 156 55
Utility Services 7,492 4,252 3,990 1,637 15,881 2,396 1,306 1,338 38,290
Per occupied unit 55 67 85 68 43 70 69 89 54
Maintenance 8,488 3,389 5,024 1,472 73,769 3,703 717 8,593 105,155
Per occupied unit 62 54 107 61 200 109 38 573 149
Replacement expense 532 - 644 - 35,221 - 1,024 - 37,420
Per occupied unit 4 - 14 - 96 - 54 - 53
Capital expense - - - - - - - - -
Peroccupiedunit - - - - - - - - -
Total Operating Expenses 1 46,470 23,219 26 016 1 9,934 220,775 15,950 11,971 1 15,517 369 854
Per occupied unit 342 369 554 414 600 469 630 1,034 524
Summary Revenue and Expenses
Total Operating Income 67,824 29,457 25,241 12,476 216,339 17,596 10,022 8,286 387,241
Total Operating Expenses 46,470 23,219 26,018 9,934 220,775 15,950 11,971 15,517 369,854
Monthly Net Operatinq Income 21 353 1 6,238 777 2,542 (4,436)1 1,647 (1,949)1 (7,23111 17 387
Per occupied unit 157 99 (17) 106 (12) 48 (103) (482) 25
FYTD Net Operating Income` 114,804 48,077 27,511 34,913 1 565,125 55,646 1 17,654 (8,402)1 855 328
Previous Fiscal Year NOI(6131 1 197 497 1 46 658 (42,268)1 6,351 1 566,303 1 67,200 1 16 742 1 1,583 1 860,065
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05m1con Page 10of 11 Rptp Multi-Family 4.20
REPORT#2 -MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Apr-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 5/1/2020
CANDLEWOOD CARLOS CATALINA LAROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Uo to 50%
Occupied units 21 45 64 23 115 11 10 289
Total rental income 6,863 19,339 18,730 8,796 41,119 4,264 3,065 102,176
Per occupied unit 327 430 293 382 358 388 307 354
LOWER: 511-->80%
Occupied units 6 27 6 2 28 4 4 77
Total rental income 4,013 20,316 3,969 1,597 19,828 2,370 2,394 54,666
Per occupied unit 669 752 662 799 708 593 598 710
MODERATE:81%->120%
Occupied units 2 1 - 2 6 - - 11
Total rental income 2,148 1,232 1,892 6,105 11,377
Per occupied unit 1,074 1,232 946 1,018 1,034
Summary Income:
Rental 13,024 40,887 22,699 12,285 67,052 6,634 5,638 168,219
Other Income:
Laundry - 369 230 158 822 75 - 1,653
Other 173 760 482 255 5,898 - 693 6,788
Total operating income 13 JP 42 016 22 447 12 186 73 772 6 709 6,331 176 661
Occupied Units 29 73 70 27 149 15 14 377
Income per occupied unit 455 576 321 451 495 447 452 469
EXPENSES
Operating Expenses:
Payroll 5,574 14,022 11,584 3,327 13,800 3,191 1,407 52,906
Per occupied unit 192 192 165 123 93 213 101 140
Administrative 2,094 3,225 3,174 1,171 6,350 910 1,720 18,644
Per occupied unit 72 44 45 43 43 61 123 49
Advertising/promotion - 143 - 3 7 - - 153
Per occupied unit - 2 - 0 0 - - 0
Contract services 2,182 7,342 4,202 2,472 1,898 1,497 2,007 21,600
Per occupied unit 75 101 60 92 13 100 143 57
Utility services 2,778 4,064 5,152 2,525 8,730 1,468 845 25,563
Per occupied unit 96 56 74 94 59 98 60 68
Maintenance 6,884 10,616 5,372 1,730 6,272 1,298 178 32,349
Per occupied unit 237 145 77 64 42 87 13 86
Replacement expense 2,442 - 644 - 523 - - 3,609
Per occupied unit 84 - 9 - 4 - - 10
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 21,954 39,411 30,129 11,229 37,579 8,364 6,157 154 822
Per occupied unit 757 540 430 416 252 558 440 411
Summary Revenue and Expenses
Total Operating Income 13,197 42,016 22,447 12,188 73,772 6,709 6,331 176,661
Total Operating Expenses 21,954 39,411 30,129 11,229 37,579 8,364 6,157 154,822
Monthly Net Operating Income 8,757 2,605 7,681 959 1 36,193 1,655 474 21,839
Per occupied unit (302) 36 (110) 36 243 (110) 12 58
FYTD Net Operating Income' (49,4161 111,454 (27,349) (1,001) 303,469 (6.7491 3.848 1 334.257
Previous Fiscal Year NOI(6/30/2019)• (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311) 315,808
ro,tompanwn pumoms.Net operator,Lcwnevloeircludes all dental expenditures and cor¢pommnd,reimbaeemerd,as masemeryplaauv wmfi mn replaammt,emrvemnds and/or bond Nod:ztthl:time Nor PONN revowel
05/01/2020 Page 11 of 11 Rot#2 Senior 4.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: May-20
REPORT DATE: 6/1/2020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 4 7 3 3 4 4 5 5 6 4 5 5 5
c. Occupied Units 137 134 138 138 137 137 136 136 135 137 136 136 136
d. Pending Leases 3 3 4 5 3 4 5 4 3 2 3 3 4
e. Ending Occupied&Pre-leased 140 137 142 143 140 141 141 140 138 139 139 139 140
f. Down Units 1 1 1 0 1 2 2 2 2 2 2 2 4
g. Number of Wait List Contactees 20 20 68 79 18 89 37 18 15 10 15 45 135
h. Re-Cert Pkts Sent Out During Month 4 14 4 12 10 10 6 7 11 7 9 0 0
i. Number of Traffic Qualified 12 15 10 15 8 10 15 10 12 9 20 2 0
Number of Traffic Non-Qualified 0 0 0 0 0 2 0 0 0 0 5 0 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 2 3 2 3 3 3 4 3 2 1 1 1 2
c. Occupied Units 62 61 62 61 61 61 60 61 62 63 63 63 62
d. Pending Leases 0 1 2 1 0 1 1 2 1 0 0 0 1
e. Ending Occupied&Pre-leased 62 62 64 62 61 62 61 63 63 63 63 63 63
f. Down Units 1 0 0 0 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 64 39 53 41 43 76 63 49 37 0 0 29 36
h. Re-Cert Pkts Sent Out During Month 2 3 3 4 10 5 4 1 6 4 2 3 6
i. Number of Traffic Qualified 21 43 29 22 20 34 34 29 19 14 5 3 7
Number of Traffic Non-Qualified 0 0 0 0 0 34 0 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 1 2 1 1 2 1 1 0 0 1 2 1 2
c. Occupied Units 47 46 47 47 46 47 47 48 48 47 46 47 46
d. Pending Leases 0 1 1 0 2 1 2 0 1 0 1 0 0 1 1 0 1
e. Ending Occupied&Pre-leased 47 47 47 49 48 47 48 48 48 47 47 47 47
f. Dawn Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 36 20 26 19 25 20 0 0 22 40 26 10 15
h. Re-Cert Pkts Sent Out During Month 3 6 1 5 3 4 4 3 4 3 3 4 5
i. Number of Traffic Qualified 7 8 9 19 8 8 5 4 11 7 3 2 1
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 23 23 23 24 24 24 24 24 24 24 24 24 24
d. Pending Leases 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 23 23 1 23 24 24 1 24 24 1 24 1 24 24 1 24 1 24 24
f. Dawn Units 1 1 1 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 19 17 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 1 2 3 1 1 3 3 1 4 2 3 0
i. Number of Traffic Qualified 14 32 19 16 9 17 21 17 14 11 3 0 6
Number of Traffic Non-Qualified 0 1 0 0 0 0 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 16 19 20 22 25 22 20 22 21 15 14 16 12
c. Occupied Units 368 365 364 362 359 362 364 362 363 369 370 368 372
d. Pending Leases 2 9 1 8 14 10 1 5 1 11 9 1 8 5 1 1 1 0 2
e. Ending Occupied&Pre-leased 370 374 372 376 369 367 375 371 371 374 371 368 374
f. Down Units 11 11 6 13 17 15 14 12 12 11 11 11 9
g. Number of Wait List Contactees 150 197 132 170 85 53 123 98 55 110 46 64 83
h. Re-Cert Pkts Sent Out During Month 31 30 26 29 29 25 29 26 28 23 29 36 21
i. Number of Traffic Qualified 89 78 92 86 97 103 79 58 104 78 79 60 66
Number of Traffic Non-Qualified 2 2 1 0 1 1 5 2 20 3 2 1 1
0 112020 Papa 1 W 11 hW5 MaltF-11,520
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 1 3 2 0 0 1 1 0 0 1 2 2 3
c. Occupied Units 35 33 34 36 36 35 35 36 36 35 34 34 33
d. Pending Leases 1 1 2 0 0 0 0 0 0 1 1 1 1
e. Ending Occupied&Pre-leased 36 34 36 36 36 35 35 36 36 36 35 35 34
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 15 18 16 0 0 18 25 0 0 45 18 10 18
h. Re-Cert Pkts Sent Out During Month 3 4 7 1 1 2 8 6 0 0 4 0 3
i. Number of Traffic Qualified 4 7 6 4 5 7 3 4 8 5 1 0 0
Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 0 0 0 0 1
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 1 0 0 0 0 1 1 0 0 1 1 1 1
c. Occupied Units 19 20 20 20 20 19 19 20 20 19 19 19 19
d. Pending Leases 0 0 0 0 0 1 1 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 19 20 20 20 20 20 20 20 20 19 19 19 19
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 10 0 0 0 0 0 0 0 0 40 9 7 5
h. Re-Cert Pkts Sent Out During Month 2 1 1 2 0 9 0 1 4 4 4 1 0
i. Number of Traffic Qualified 2 0 0 4 4 0 2 0 0 3 0 0 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 0 0 1 1 0 0 1 1 1 1
c. Occupied Units 16 16 16 16 16 15 15 16 16 15 15 15 15
d. Pending Leases 0 0 0 0 0 1 1 0 0 0 0 0 1
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 15 15 15 16
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 43 48 0 0 0 10 19 11
h. Re-Cert Pkts Sent Out During Month 0 4 1 0 0 1 3 0 1 1 3 2 0
i. Number of Traffic Qualified 9 16 17 11 9 14 16 14 13 11 3 0 6
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 26 35 29 29 34 33 33 30 29 24 26 27 26
c. Occupied Units 707 698 704 704 699 700 700 703 704 709 707 706 707
d. Pending Leases 6 15 16 22 15 12 20 15 12 8 6 4 10
e. Ending Occupied&Pre-leased 713 713 720 726 714 712 720 718 716 717 713 710 717
f. Down Units 14 13 8 13 19 18 17 15 15 14 14 14 14
g. Number of Wait List Contactees 314 311 295 309 171 299 296 165 129 245 124 184 303
h. Re-Cert Pkts Sent Out During Month 45 63 45 56 54 57 57 47 55 46 56 49 35
i. Number of Traffic Qualified 158 199 182 177 160 193 175 136 181 138 114 67 86
Number of Traffic Non-Qualified 2 3 1 0 1 37 5 2 20 3 7 1 2
001 Pago 2 of 11 1 glao Family 5.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: May-20
REPORT DATE: 6/1/2020 TERESA VAKILI
"SENIOR PROPERTIES" May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 1 1 1 1 3 3 5 2 1 1 0
c. Occupied Units 29 29 29 29 29 29 27 27 25 28 29. 29 30
d. Pending Leases 0 0 0 0 0 0 0 0 1 1 1 0 0
e. Ending Occupied&Pre-leased 29 29 29 29 29 29 27 27 26 29 30 29 30
f. Down Units 1 1 1 1 1 1 2 2 0 1 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 50 58 10 16 16 25
h. Re-Cert Pkts Sent Out During Month 2 1 2 5 1 1 4 2 0 1 4 4 7
i. Number of Traffic Qualified 0 4 2 2 2 10 0 0 2 3 2 1 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 0 1 0 0 0 1 1 1 0 1 0 0
c. Occupied Units 72 73 72 73 73 73 72 72 72 73 72 73 73
d. Pending Leases 1 1 1 1 0 3 1 1 1 1 1 0 0
e. Ending Occupied&Pre-leased 73 74 73 74 73 76 73 73 73 74 73 73 73
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 39 63 54 39 38 34 25 30 32 63 35 64 27
h. Re-Cert Pkts Sent Out During Month 11 6 8 5 7 2 2 2 3 4 7 8 9
i. Number of Traffic Qualified 27 31 19 24 22 20 16 16 16 25 27 23 7
i. Number of Traffic Non-Qualfied 6 11 13 6 7 6 3 2 7 12 3 3 2
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 1 1 1 1 0 0 1 0 0 3 2 2 1
c. Occupied Units 71 71 71 71 72 72 71 72 72 69 70 70 71
d. Pending Leases 1 2 2 1 0 0 1 0 0 1 0 1 0
e. Ending Occupied&Pre-leased 72 73 73 72 72 72 72 72 72 70 70 71 71
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 20 37 0 0 0 0 35 49 21 45 28 36 51
h. Re-Cert Pkts Sent Out During Month 4 14 18 8 6 2 8 4 3 5 7 2 11
i. Number of Traffic Qualified 8 18 14 11 6 20 10 13 14 8 2 2 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 1 1 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 27 26 26 27 27 27 27 27 27 27 27 27 27
d. Pending Leases 0 1 1 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0
e. Ending Occupied&Pre-leased 27 27 27 27 27 27 27 27 27 27 27 27 27
F. Dawn Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 20 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 4 1 2 0 3 2 1 2 2 4 3 2
i. Number of Traffic Qualified 9 25 35 31 20 21 17 17 29 33 28 0 9
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 1 2 1 1 2 2 2 1 1 1 1 1 2
c. Occupied Units 149 148 149 149 148 148 148 149 149 149 149 149 148
d. Pending Leases 1 2 1 0 1 1 1 0 0 1 0 0 1 0 1 0 1
e. Ending Occupied&Pre-leased 150 150 1 150 149 149 749 148 149 149 149 149 149 149
F. Down Units 0 0 0 0 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 13 30 25 20 30 0 20 15 0 38 0 25 20
h. Re-Cert Pkts Sent Out During Month 20 19 15 14 17 9 5 7 15 4 7 8 20
i. Number of Traffic Qualified 35 39 45 38 29 29 28 21 34. 36 29 12 23
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
0 112020 Page 3 b>> WSS ax 520
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mai Apr.20 May-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 0 0 1 2 2 2 0 0 0 0 0 0 0
c. Occupied Units 15 15 14 13 13 13 15 15 15 15 15 15 15
d. Pending Leases 0 0 1 1 1 2 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 15 15 14 14 15 15 15 15 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 49 47 5 15 15 0 0 0 0 2 0
h. Re-Cert Pkts Sent Out During Month 0 4 1 0 1 0 1 1 1 1 2 2 0
i. Number of Traffic Qualified 0 2 3 3 3 10 2 2 0 3 0 0 0
Number of Traffic Non-Qualified 0 1 0 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
Sage Crest Sr.
a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 14 14 14 14 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 14 14 14 14 14 14 14 14
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 0 2 0 0 0 0 1 1 1 0 0 0
i. Number of Traffic Qualified 0 0 0 0 0 8 0 0 0 2 0 0 0
1. Number of Traffic Non-Qualfed 0 0 0 0 1 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 4 5 6 5 5 5 7 5 7 6 5 4 3
c. Occupied Units 377 376 375 376 376 376 374 376 374 375 376 377 378
d. Pending Leases 3 6 6 3 2 6 2 1 2 3 2 1 1
e. Ending Occupied&Pre-leased 380 382 381 379 378 382 376 377 376 378 378 378 379
f. Down Units 1 1 1 1 2 2 3 3 1 2 1 1 1
g. Number of Wait List Contactees 72 130 148 106 73 49 95 144 111 156 79 143 123
h. Re-Cert Pkts Sent Out During Month 41 48 47 34 32 17 22 18 25 18 31 27 49
i. Number of Traffic Qualified 79 119 118 109 82 118 73 69 95 110 88 38 39
Number of Traffic Non-Qualified 6 11 13 6 7 6 3 2 7 12 3 3 2
06/Ov3030 Page W 11 WS3 ax 520
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
o. of Units Average Mo. Rent
x reme y LOW 190 285
0-30%
Very Low 248 467
31-50%
Low
51-80% 197 701
Moderate
81%-120% 72 1,109
Total 707 640
Senior Complexes
No. of Units Average Mo. Rent
Extremely ow 123 243
0-30%
Very Low 169 434
31-50%
Low 75 714
51-80%
Moderate 11 1,034
81%-120%
Total 378 606
HOUSEHOLD SIZE
AMI % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 69,700 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 711119. Monthly rent is exclusive of Utility Allowance.
06/01/2020 Page 5 of 11 Summary Rpt#1
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: May-20
REPORT DATE: 6/1/2020 REPORTED BY: TERESA VAKILI
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT; 16 UNITS 733 UNITS
OCC AN OCC AN CC AR OC AR OCC AN OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 149 2 149
b. 1 BR,i BA 4 131 1 151 9 160 14 151
c. 2 BR,1 BA 1 172 2 169 3 169 6 170
d. 2 BR,2 BA 1 1 169 7 172 9 153
e. Totals 20% 4 3 1 1 17111111111111111111111111 2 0 3': 31
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 198 5 198
b. 1 BR,1 BA 14 230 4 210 5 224 20 223 43 224
c. 2 BR,1 BA 4 234 1 235 1 235 6 235
d. 2 BR,2 BA 2 227 3 235 12 236 17 234
e. Totals 21-25% 141111111111111111111111111 9 7, 3 36„ 1,. 1= 0', 71
3.VERY LOW:26-30%OF MEDIAN
a. Studio 3 261 1 235 4 255
b. 1 BR,1 BA 19 301 1 279 3 288 23 275 46 286
c. 2 BR,1 BA 6 353 5 348 2 352 4 345 17 349
d. 2 BR,2 BA 1 355 2 352 3 352 15 354 21 353
e. Totals 26-30% 19 5 6 3 44111111111111111111111111 5 2 4 88
4.VERY LOW:31-35%OF MEDIAN
a. Studio 1 302 1 302
b. 1 BR,1 BA 14 344 2 327 1 341 8 342 25 342
c. 2 BR,1 BA 2 369 2 366 4 368
d. 2 BR,2 BA 1 366 7 375 8 373
e. Totals 31-35% 14 3 2 0 17 2 0= 0 38
5.VERY LOW:3640%OF MEDIAN
a. Studio 1 353 1 353
b. 1 BR,1 BA 11 404 1 362 13 393 25 397
c. 2 BR,1 BA 6 430 5 469 3 431 1 403 15 441
d. 2 BR,2 BA 4 431 1 403 14 429 19 428
e. Totals 36=10% 11 2 4 1 33 5 3 1 60
6.VERY LOW:41-45%OF MEDIAN
a. Studio 2 404 2 404
b. 1 BR,1 BA 13 460 2 443 2 457 14 452 31 455
c. 2 BR,1 BA 11 496 2 496 2 480 15 494
d. 2 BR,2 BA 3 465 4 481 8 495 15 485
e. Totals 41-45% 13 4 5 4 33 2 2 0 63
7.VERY LOW:46-50%OF MEDIAN
a. Studio 4 470 2 456 6 465
b. 1 BR,1 BA 15 542 3 522 13 529 31 535
c. 2 BR,1 BA 1 564 14 582 5 565 5 557 3 569 28 573
d. 2 BR,2 BA 2 582 2 582 1 18 567 1 1 22 570
e. Totals 46-50% 15 5 7 2 45 5 jMW 5 3' 87
Total very low= 90 31 32 14 225 22 13 11 438
Percent of total 66.18% 50.00% 69.57%IL 58.33% JW 60.48% 66,67% 6842% 73.33% 61.95%
8.LOWER: 51-55%OF MEDIAN
a. Studio 3 496 3 496
It. 1 BR,1 BA 7 582 1 559 8 568 16 574
c. 2 BR,1 BA 7 630 3 627 2 607 1 627 13 626
d. 2 BR,2 BA 2 627 8 630 10 629
e. Totals 51-55% 7 4 0 2 23 3 2= 1 42
9.LOWER:56-60%OF MEDIAN
a. Studio 3 546 3 546
b. 1 BR,1 BA 8 636 2 617 1 631 6 627 17 630
c. 2 BR,1 BA 6 682 4 717 2 692 12 695
d. 2 BR,2 BA 4 692 1 650 14 684 19 684
e. Totals 56-60% 8 5 00119 5 1 26 4 21= 0 51
0610112020 P...6W11 P�[#1 MuI6Family520
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS
OCC AR OCC AR UGU AR OCC AR OCC AR OCC AR I WU AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 0
b. 1 BR,1 BA 5 682 3 675 9 677 17 678
c. 2 BR,1 BA 1 740 3 746 1 758 1 758 1 758 7 750
d. 2 BR,2 BA 1 758 1 758 9 751 11 752
e. Totals 61-65% 5 4 1 1 21 1 1 1 35
11.LOWER:66-70%OF MEDIAN
a. Studio 4 772 4 772
It. 1 BR,1 BA 6 884 4 861 10 875
c. 2 BR,1 BA 2 918 2 976 1 945 5 946
d. 2 BR,2 BA 1 1,006 3 1,009 4 1,008
e. Totals 66-70% 6 4 0 1 9 2 1 r 0 23
12.LOWER:71-75%OF MEDIAN
a. Studio 1 772 1 772 2 772
b. 1 BR,1 BA 3 929 4 908 7 917
c. 2 BR,1 BA 1 1,067 3 1,088 4 1,083
d. 2 BR,2 BA 1 1,085 1 1,020 4 1,072 6 1,066
e. Totals 71-75% 3111111111111111111 2 2 1 17 0 0. 0. 19
13.LOWER:76-80%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR,1 BA 5 883 2 906 6 903 13 896
c. 2 BR,1 BA 3 1,143 1 1,140 4 1,142
d. 2 BR,2 BA 8 1 134 8 1,134
e. Totals 76-80% 5 4 0 0 17 i 0.. 0.. 27
Total lower= 34 23 8 6 107 11 6 2 197
Percent of total 25.00% 37.10% 17.39% 25.00% 28.76% 33.33% 31.58%. 13.33%. 27.86%
14.MODERATE:81-120%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR,1 BA 11 934 4 926 1 920 14 906 30 919
a. 2 BR,1 BA 1 1,232 1 1,232 8 1,134 2 1,140 12 1,151
d. 2 BR,2 BA 1 1,232 5 1.132 4 1,186 18 1,159 28 1,160
1.Total moderate= 12 8 6 _ 4 40 0 0 2 72
Percent of total 8.82% 12.90%6lllllllllllllllllll, 13.04% 16.67% 10.75%6mml0.00% 0.00% 13.3 10.18%
15.Total units occupied: 136 62 46 24 372 33 19 15 707
16.Occupancy rate= 96% 1 97% 96% 100% 97% 92% 95% 94% 96%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under constfrenov 98%
0 112020 Pape7Wll Pi MA-Family 5M
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: May-20
REPORT DATE: 6/1/2020 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 232 5 143 4 121 11 151
b. 1 BR,1 BA 2 162 1 213 1 169 4 177
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 20% 2 2 5m 0 0 15
2.VERY LOW:21-25%OF MEDIAN
a. Studio 10 289 10 193 20 220 40 231
b. i SR,1 BA 3 201 3 220 4 256 9 231 1 224 1 210 21 229
c. 2 BR,1 BA 2 229 2 229
d. 2 BR,2 BA 0
e. Totals 21-25% 5 10 13 4 29 1 1 63
3.VERY LOW:26-30%OF MEDIAN
a. Studio 7 354 12 255 8 268 27 285
b. 1 BR,1 BA 1 273 5 286 5 333 2 333 5 267 18 298
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 26-30% 1 7 17 5 10 0 5 45
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 399 8 294 10 330 24 335
b. 1 BR,1 BA 3 337 1 458 5 332 2 388 7 376 3 341 1 307 22 358.
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 31-35% 3 7 13 2 17 3 1 46
5.VERY LOW:3640%OF MEDIAN
a. Studio 5 449 6 343 13 393 247
b. 1 BR,1 BA 4 395 3 395 6 432 5 408 3 382 2 385 23 405
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 3640% 4 5 9 6 18 3 2 47
6.VERY LOW:4145%OF MEDIAN
a. Studio 6 518 1 398 13 448 20 467
b. 1 BR,1 BA 4 453 1 588 2 453 4 504 5 490 3 447 1 443 20 478
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 41-45% 4 7 3 4 1S 3 1 40
7.VERY LOW:4650%OF MEDIAN
a. Studio 6 599 4 464 11 530 21 537
b. 1 BR,1 BA 2 529 2 653 1 529 1 580 6 582 1 533 1 519 14 573
c. 2 BR,1 BA 1 576 1 576
d. 2 SR,2 BA 0
e. Totals 46-50% 3 8 5 1 17 1 1 36
Total very low= 22 46 65 23 114 11 11 292
Pement of total 73.33% 63.01% 91.55% 85.19% 77.03% 73.33%1111111111111111111 78.57% 77.25Yn
8.LOWER:51-55%OF MEDIAN
a. Studio 7 624 6 56t 13 595
b. 1 BR,1 BA 1 569 3 705 2 569 4 627 2 555 1 559 13 615
c. 2 BR,1 BA 0
d. 2 SR,2 BA 0
e. Totals 51-55% 1 luiIIIIIIIIIIIIIIIIIII 2M luiIiiiiiiiiiiiiiiiiiiII 2M 26
9.LOWER:56-60%OF MEDIAN
a. Studio 6 691 1 592 7 676
b. i BR,1 BA 4 627 1 740 2 608 3 663 2 631 1 581 13 638
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 56-60% 4 7 2 0 4 2. 1. 20
0 112020 Page B o111 Rpi#1 Senior 520
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CANDLEWOOD
CARLOS CATALINA LA ROCCA SAGE LAS SERENAS PUEBLOS CREST TOTALS
"SENIOR PROPERTIES" ORTEGA VILLAS SR.
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AIR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 3 755 5 689 8 714
b. 1 BR,1 BA 1 692 2 735 3 720
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 61-65% 0 3, 0 to 0_ 0 11
11.LOWER:66-70%OF MEDIAN
a. Studio 3 976 1 709 4 909
b. 1 BR,1 BA 1 906 1 957 1 1,006 3 956
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals66-70% 0 3 2 1 1 0 0 7
12.LOWER:71-75%OF MEDIAN
a. Studio 1 926 1 920 2 923
b. 1BR,1 BA 0
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 71-75% 0 1 0 0 1 0 0 2
13.LOWER:76-80%OF MEDIAN
a. Studio 2 956 4 920 6 932
b. 1 BR,1 SA 1 916 1 1,140 1 906 3 987
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 76-80% 1 2EMER OEM
0 5 0 1 9
Total lower= 6 26 6 2 28 4 3 75
Percent of total 20.00%jjjj�35.62% 8.45% 7.41% 18.92% 26.67% 21.43%.. 19.84%
14.MODERATE:81-120%OF MEDIAN
a. Studio 3 920 3 920
b. 1 BR,1 BA 1 916 2 446 3 1,115 6 1,025
c. 2 BR,1 BA 1 1,232 1 1,232
d. 2 BR.2 BA 1 1,232 1 1,232
Total moderate= 2 1 0 2 6 0 0 11
Percent of total 6.67% 1.37% 0,00% 7,41% 4.05% 0.00% 0.00% 2.91%
15.Total units occupied: 30 73 71 27 148 15 14 378
16.Occupanc rate= 100% 100% 99% 100% 99% 100% t00% 99%
or eac project,to ca cu ate average rent tor a unit type at an incomelevel,itivitietrietounrental income ot tat unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov °®
a5ro112020 raeas m v Rp�41 sans 520
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: May-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vaklli
REPORT DATE: 6/1/2020
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733
VERY LOW Up to 50%
Occupied units 90 31 32 14 225 22 13 11 438
Total rental income 32,833 9,505 11,759 5,421 85,566 9,207 5,977 3,997 164,265
Per occupied unit 365 307 367 387 380 419 460 363 375
LOWER:51%-->80%
Occupied units 34 23 8 6 107 11 6 2 197
Total rental income 25,078 15,967 6,014 4,688 83,924 8,599 4,301 1,385 149,956
Per occupied unit 738 694 752 781 784 782 717 693 761
MODERATE:81%- 120%
Occupied units 12 8 6 4 40 - - 2 72
Total rental income 11,506 7,712 6,580 4,744 42,618 2,280 75,440
Per occupied unit 959 964 1,097 1,186 1,065 1,140 1,048
Summary Income:
Rental 69,417 33,184 24,353 14,853 212,108 17,806 10,278 7,662 389,661
Other Income:
Laundry 494 - - 494 4,655 - - - 5,643
Other 1.251 3,432 258 1,216 2,442 1,273 1,115 22 1196
Total Operating Income 1 71,162 1 29,752 1 24,095 1 14,131 1 219,205 1 19,079 1 11,393 1 7,684 1 396,500
Occupied Units 136 62 46 24 372 33 19 15 707
Income per occupied unit 523 480 524 589 589 578 600 512 561
EXPENSES
Operating Expenses:
Payroll 27,289 13,504 13,810 4,914 93,180 8,008 6,170 4,170 171,044
Per occupied unit 201 218 300 205 250 243 325 278 242
Administrative 7,101 3,183 3,067 1,181 21,255 1,773 1,445 862 39,868
Per occupied unit 52 51 67 49 57 54 76 57 56
Advertising/Promotion - - - - 66 - - - 66
Per occupied unit - - - - 0 - - - 0
Contract Services 8,966 2,314 2,883 1,678 11,552 1,438 3,723 1,303 33,858
Per occupied unit 66 37 63 70 31 44 196 87 48
Utility Services 18,191 6,985 4,320 3,106 37,628 2,425 1,237 1,963 75,854
Per occupied unit 134 113 94 129 101 73 65 131 107
Maintenance 15,722 7,131 2,802 3,923 76,580 3,043 1,017 3,140 113,357
Per occupied unit 116 115 61 163 206 92 54 209 160
Replacement expense 7,694 9,395 2,107 5,509 18,720 798 - - 44,223
Per occupied unit 57 152 46 230 50 24 - - 63
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 84963 42,512 28,989 20,312 258,981 17,485 13,592 11,438 478,271
Per occupied unit 625 686 630 846 696 530 715 763 676
Summary Revenue and Expenses
Total Operating Income 71,162 29,752 24,095 14,131 219,205 19,079 11,393 7,684 396,500
Total Operating Expenses 84,963 42,512 28,989 20,312 258,981 17,485 13,592 11,438 478,271
Monthly Net Operating Income (13,80011 (12,760)1 (4,894)1 (6.181)1 (39,77611 1,594 (2.199)1 13.7541 81 771
Per occupied unit (101) (206) (106) (258) (107) 48 (116) (250) (116)
FYTD Net Operating Income' 108,697 44 712 24,724 34,241 1 5,14 069 58,039 1 15,455 (12,156)1 817 780
Previous Fiscal Year NOI(6/30/2019)' 197,497 1 46,658 1 (42,268)1 6,351 1 566,303 1 67,200 1 16,742 1 1,583 860,065
ro,mmpan:oo p„poses,xrooerzn,ymmmevro e.rmae:zl,raplul expenaxure,anamrtespontl„g,elmnonemeno zamo,e:,e tl,ia uv Psie rmm,ePl:amen[.e, tuna,n,d/,,bona mne.zt ran rme inn,PDXA.rvenue.
N101rz020 Page 10 of 11 Ret p Multi-Family 5.20
REPORT#2 -MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: May-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 6/1/2020
CANDLEWOOD CARLOS CATALINA LAROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
VERY LOW: Up to 50%
Occupied units 22 46 65 23 114 11 11 292
Total rental income 7,695 19,525 18,739 8,866 40,619 4,264 3,584 103,292
Per occupied unit 350 424 288 385 356 388 326 354
LOWER: 51%-->80%
Occupied units 6 26 6 2 28 4 3 75
Total rental income 3,993 19,400 3,969 1,649 20,116 2,370 2,394 53,543
Per occupied unit 666 746 662 825 718 593 798 714
MODERATE: 81%-->120%
Occupied units 2 1 - 2 6 - - 11
Total rental income 2,148 1,232 1,892 6,105 11,377
Per occupied unit 1,074 1,232 946 1,018 1,034
Summary Income:
Rental 13,836 40,157 22,708 12,407 66,840 6,634 5,630 168,212
Other Income:
Laundry 177 - - - - - - 177
Other 199 558 174 259 5,210 212 4,554
Total operating income 14,212 39,599 22 882 12 148 72 OR 6,634 5,418 172,943
Occupied Units 30 73 71 27 148 15 14 378
Income per occupied unit 474 542 322 450 487 442 387 458
EXPENSES
Operating Expenses:
Payroll 8,410 19,223 16,578 5,882 22,729 4,683 2,105 79,611
Per occupied unit 280 263 233 218 154 312 150 211
Administrative 1,821 3,561 3,980 2,341 9,827 823 927 23,279
Per occupied unit 61 49 56 87 66 55 66 62
Advertising/promotion - 28 8 - - 28 - 64
Per occupied unit - 0 0 - - 2 - 0
Contract services 2,043 2,413 3,346 2,183 4,988 1,013 908 16,895
Per occupied unit 68 33 47 81 34 68 65 45
Utility services 2,723 8,145 3,862 2,388 12,786 769 849 31,522
Per occupied unit 91 112 54 88 86 51 61 83
Maintenance 2,004 1,560 8,347 2,430 24,118 1,825 642 40,926
Per occupied unit 67 21 118 90 163 122 46 108
Replacement expense - - 1,052 750 4,442 387 - 6,631
Per occupied unit - - 15 28 30 26 - 18
Capital expense - - - - - - - -
Per occupied unit - - - - - - -
Total Operating Expenses 1 17,000 34,931 37,174 15,975 78,888 9,528 1 5,431 198,928
Per occupied unit 567 479 524 592 533 635 388 526
Summary Revenue and Expenses
Total Operating Income 14,212 39,599 22,882 12,148 72,050 6,634 5,418 172,943
Total Operating Expenses 17,000 34,931 37,174 15,975 78,888 9,528 5,431 198,928
Monthly Net Operating Income 2,788 4,668 14,292 3,827 6,838 2,894 13 25,985
Per occupied unit (93) 64 (201) (142) (46) (193) (1) (69)
FYTD Net Operating Income* (52,204) 116.122 (40,588) (4,077) 301,072 (9,257) 3.835 1 314.903
Previous Fiscal Year NOI(6/30/2019)' (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
•Ro,..Wa ppu,-,.,ow.,I n[ome MO ex "l ,all[apl,al ex 1611rez antlzonesp,,d,,greimbursement,az 11u1 are LVpi 11,p.1Irom replacement.ezerve 1,,d,antl/orb-1 1dat 11,,1ime-11U revenue)
OW01I2020 Page 11 011 Rpt#2 Senior 5.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: June-20
REPORT DATE: 7/1/2020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 7 3 3 4 4 5 5 6 4 5 5 5 6
c. Occupied Units 134 138 138 137 137 136 136 135 137 136 136 136 135
d. Pending Leases 3 4 5 3 4 5 4 3 2 3 3 4 4
e. Ending Occupied&Pre-leased 137 142 143 140 141 141 140 138 139 139 139 140 139
f. Down Units 1 1 0 1 2 2 2 2 2 2 2 4 3
g. Number of Wait List Contactees 20 68 79 18 89 37 18 15 10 15 45 135 98
h. Re-Cert Pkts Sent Out During Month 14 4 12 10 10 6 7 11 7 9 0 0 32
i. Number of Traffic Qualified 15 10 15 8 10 15 10 12 9 20 2 0 0
Number of Traffic Non-Qualified 0 0 1 0 0 2 0 0 0 0 5 0 0 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 3 2 3 3 3 4 3 2 1 1 1 2 2
c. Occupied Units 61 62 61 61 61 60 61 62 63 63 63 62 62
d. Pending Leases 1 2 1 0 1 1 2 1 0 0 0 1 0
e. Ending Occupied&Pre-leased 62 64 62 61 62 61 63 63 63 63 63 63 62
f. Down Units 0 0 0 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 39 53 41 43 76 63 49 37 0 0 29 36 22
h. Re-Cert Pkts Sent Out During Month 3 3 4 10 5 4 1 6 4 2 3 6 8
i. Number of Traffic Qualified 43 29 22 20 34 34 29 19 14 5 3 7 10
Number of Traffic Non-Qualified 0 0 0 0 34 0 0 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 2 1 1 2 1 1 0 0 1 2 1 2 2
c. Occupied Units 46 47 47 46 47 47 48 48 47 46 47 46 46
d. Pending Leases 1 0 1 2 2 0 1 0 0 1 0 1 0 1 1 2
e. Ending Occupied&Pre-leased 47 47 49 48 47 48 48 48 47 47 47 47 48
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 20 26 19 25 20 0 0 22 40 26 10 15 25
h. Re-Cert Pkts Sent Out During Month 6 1 5 3 4 4 3 4 3 3 4 5 5
i. Number of Traffic Qualified 8 9 19 8 8 5 4 11 7 3 2 1 1
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 23 23 24 24 24 24 24 24 24 24 24 24 24
d. Pending Leases 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 23 23 1 24 24 24 1 24 24 1 24 1 24 24 1 24 1 24 24
f. Down Units 1 1 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 17 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 2 3 1 1 3 3 1 4 2 3 0 1
i. Number of Traffic Qualified 32 19 16 9 17 21 17 14 11 3 0 6 5
Number of Traffic Non-Qualified 1 0 0 0 0 0 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 19 20 22 25 22 20 22 21 15 14 16 12 14
c. Occupied Units 365 364 362 359 362 364 362 363 369 370 368 372 370
d. Pending Leases 9 8 1 14 10 5 1 11 1 9 8 1 5 1 1 0 1 2 1
e. Ending Occupied&Pre-leased 374 372 376 369 367 375 371 371 374 371 368 374 371
f. Down Units 11 6 13 17 15 14 12 12 11 11 11 9 7
g. Number of Wait List Contactees 197 132 170 85 53 123 98 55 110 46 64 83 40
h. Re-Cert Pkts Sent Out During Month 30 26 29 29 25 29 26 28 23 29 36 21 23
i. Number of Traffic Qualified 78 92 86 97 103 79 58 104 78 79 60 66 86
Number of Traffic Non-Qualified 2 1 0 i 1 5 2 20 3 2 1 1 2
07rov2020 Pxea r b 11 hW5 Mm6Fxmny 6.20
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 3 2 0 0 1 1 0 0 1 2 2 3 2
c. Occupied Units 33 34 36 36 35 35 36 36 35 34 34 33 34
d. Pending Leases 1 2 0 0 0 0 0 0 1 1 1 1 2
e. Ending Occupied&Pre-leased 34 36 36 36 35 35 36 36 36 35 35 34 36
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 18 16 0 0 18 25 0 0 45 18 10 18 16
h. Re-Cert Pkts Sent Out During Month 4 7 1 1 2 8 6 0 0 4 0 3 3
i. Number of Traffic Qualified 7 6 4 5 7 3 4 8 5 1 0 0 1
Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 0 0 0 1 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 0 0 0 0 1 1 0 0 1 1 1 1 0
c. Occupied Units 20 20 20 20 19 19 20 20 19 19 19 19 20
d. Pending Leases 0 0 0 0 1 1 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 20 20 20 20 20 20 20 20 19 19 19 19 20
f. Down Units 0 0 0 1 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 40 9 7 5 0
h. Re-Cert Pkts Sent Out During Month 1 1 2 0 9 0 1 4 4 4 1 0 0
i. Number of Traffic Qualified 0 0 4 4 0 2 0 0 3 0 0 0 0
Number of Traffic Non-Qualfed 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 0 1 1 0 0 1 1 1 1 0
c. Occupied Units 16 16 16 16 15 15 16 16 15 15 15 15 16
d. Pending Leases 0 0 0 0 1 1 0 0 0 0 0 1 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 15 15 15 16 16
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 43 48 0 0 0 10 19 11 0
h. Re-Cert Pkts Sent Out During Month 4 1 0 0 1 3 0 1 1 3 2 0 0
i. Number of Traffic Qualified 16 17 11 9 14 16 14 13 11 3 0 6 5
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 35 29 29 34 33 33 30 29 24 26 27 26 26
c. Occupied Units 698 704 704 699 700 700 703 704 709 707 706 707 707
d. Pending Leases 15 16 22 15 12 20 15 12 8 6 4 10 9
e. Ending Occupied&Pre-leased 713 720 726 714 712 720 718 716 717 713 710 717 716
f. Down Units 13 8 13 19 18 17 15 15 14 14 14 14 11
g. Number of Wait List Contactees 311 295 309 171 299 296 165 129 245 124 194 303 201
h. Re-Cert Pkts Sent Out During Month 63 45 56 54 57 57 47 55 46 56 49 35 72
i. Number of Traffic Qualified 199 182 177 160 193 175 136 181 138 114 67 86 108
Number of Traffic Non-Qualified 3 1 0 1 37 5 2 20 3 7 1 2 2
07rov2020 Pxea 2 b n 1006 Mm6Fxmny 6.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: June-20
REPORT DATE: 7/1/2020 TERESA VAKILI
"SENIOR PROPERTIES" Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 1 1 1 3 3 5 2 1 1 0 0
c. Occupied Units 29 29 29 29 29 27 27 25 28 29 29. 30 30
d. Pending Leases 0 0 0 0 0 0 0 1 1 1 0 0 0
e. Ending Occupied&Pre-leased 29 29 29 29 29 27 27 26 29 30 29 30 30
f. Down Units 1 1 1 1 1 2 2 0 1 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 50 58 10 16 16 25 23
h. Re-Cert Pkts Sent Out During Month 1 2 5 1 1 4 2 0 1 4 4 7 2
i. Number of Traffic Qualified 4 2 2 2 10 0 0 2 3 2 1 0 0
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 0 1 0 0 0 1 1 1 0 1 0 0 0
c. Occupied Units 73 72 73 73 73 72 72 72 73 72 73 73 73
d. Pending Leases 1 1 1 0 3 1 1 1 1 1 0 0 1
e. Ending Occupied&Pre-leased 74 73 74 73 76 73 73 73 74 73 73 73 74
F. Down Units 0 0 0 1 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 63 54 39 38 34 25 30 32 63 35 64 27 50
h. Re-Cert Pkts Sent Out During Month 6 8 5 7 2 2 2 3 4 7 8 9 7
i. Number of Traffic Qualified 31 19 24 22 20 16 16 16 25 27 23 7 1
i. Number of Traffic Non-Qualfied 11 13 6 7 6 3 2 7 12 3 3 2 7
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 1 1 1 0 0 1 0 0 3 2 2 1 3
c. Occupied Units 71 71 71 72 72 71 72 72 69 70 70 71 69
d. Pending Leases 2 2 1 1 0 0 1 1 0 0 1 1 0 1 1 0 0
e. Ending Occupied&Pre-leased 73 73 72 72 72 72 72 72 70 70 71 71 69
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 37 0 0 0 0 35 49 21 45 28 36 51 26
h. Re-Cert Pkts Sent Out During Month 14 18 8 6 2 8 4 3 5 7 2 11 4
i. Number of Traffic Qualified 18 14 11 6 20 10 13 14 8 2 2 0 2
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 1 1 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 26 26 27 27 27 27 27 27 27 27 27 27 27
d. Pending Leases 1 1 1 1 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
e. Ending Occupied&Pre-leased 27 27 1 27 27 27 1 27 27 1 27 1 27 27 27 27 27
F. Dawn Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 20 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 1 2 0 3 2 1 2 2 4 3 2 4
i. Number of Traffic Qualified 25 35 31 20 21 17 17 29 33 28 0 9 15
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 2 1 1 2 2 2 1 1 1 1 1 2 3
c. Occupied Units 148 149 149 148 148 148 149 149 149 149 149 148 147
d. Pending Leases 2 1 0 1 1 1 0 0 0 1 0 0 1 0 1 1 0
e. Ending Occupied&Pre-leased 150 150 149 149 149 148 149 149 149 149 1 149 149 147
F. Down Units 0 0 0 1 1 1 1 1 1 i 1 1 1
g. Number of Wait List Contactees 30 25 20 30 0 20 15 0 38 0 25 20 35
h. Re-Cert Pkts Sent Out During Month 19 15 14 17 9 5 7 15 4 7 8 20 19
i. Number of Traffic Qualified 39 45 38 29 29 28 21 34. 36 29 12 23 37
Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
07MI12020 Paea3m++ WS S-, 620
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Jun-19 Jul.19 Aug-19 Sep-19 Ocb19 Nov-19 Dec-19 Jan-20 Feb-20 Mai Apr-20 May-20 Jun-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 0 1 2 2 2 0 0 0 0 0 0 0 1
c. Occupied Units 15 14 13 13 13 15 15 15 15 15 15 15 14
d. Pending Leases 0 1 1 1 2 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 15 14 14 15 15 15 15 15 15 15 15 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 49 47 5 15 15 0 0 0 0 2 0 11
h. Re-Cert Pkts Sent Out During Month 4 1 0 1 0 1 1 1 1 2 2 0 3
i. Number of Traffic Qualified 2 3 3 3 10 2 2 0 3 0 0 0 0
Number of Traffic Non-Qualified 0 0 0 0 1 0 1 0 0 1 0 1 0 0 1 0 1 0 0
Sage Crest Sr.
a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 14 14 14 14 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 14 14 14 14 14 14 14 14
F. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 2 0 0 0 0 1 1 1 0 0 0 3
i. Number of Traffic Qualified 0 0 0 0 8 0 0 0 2 0 0 0 0
1. Number of Traffic Non-Qualfed 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 5 6 5 5 5 7 5 7 6 5 4 3 7
c. Occupied Units 376 375 376 376 376 374 376 374 375 376 377 378 374
d. Pending Leases 6 6 3 2 6 2 1 2 3 2 1 1 1
e. Ending Occupied&Pre-leased 382 381 379 378 382 376 377 376 378 378 378 379 375
f. Down Units 1 1 1 2 2 3 3 1 2 1 1 1 1
g. Number of Wait List Contactees 130 148 106 73 49 95 144 111 156 79 143 123 145
h. Re-Cert Pkts Sent Out During Month 48 47 34 32 17 22 18 25 18 31 27 49 42
i. Number of Traffic Qualified 119 118 109 82 118 73 69 95 110 88 38 39 55
Number of Traffic Non-Qualified 11 13 6 7 6 3 2 7 12 3 3 2 7
07rov2020 Page4 W 11 WS Se-s20
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
o. of Units Average Mo. Rent
x reme y LOW 192 288
0-30%
Very Low 243 457
31-50%
Low
51-80% 201 718
Moderate
81%-120% 71 1,100
Total 707 641
Senior Complexes
No. of Units Average Mo. Rent
Extremely ow 123 245
0-30%
Very Low 167 440
31-50%
Low 73 708
51-80%
Moderate 11 1,034
81%-120%
Total 374 607
HOUSEHOLD SIZE
AMI % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 69,700 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 711119. Monthly rent is exclusive of Utility Allowance.
07/01/2020 Page 5 of 11 Summary Rpt#1
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Jun-20
REPORT DATE: 7/1/2020 REPORTED BY: TERESA VAKILI
M
DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS
C AR CC A O A A OCC AR UCU AR OCC AR CCC A
1.VERY LOW:20%OF MEDIAN
a. Studio 2 149 2 149
b. 1 BR,i BA 3 116 1 151 9 161 13 150
c. 2 BR,1 BA 3 126 2 169 2 169 7 151
d. 2 BR,2 BA 1 1 169 7 172 9 153
is. Totals 20% 3 31 1 19 2 0 2 31
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 200 5 200
b. 1 BR,1 BA 14 230 4 210 5 224 21 223 44 224
c. 2 BR,1 BA 4 234 2 253 1 235 7 240
d. 2 BR,2 BA 2 227 3 235 11 237 16 235
e. Totals 21-2MK 14 9 7 3. 36. 2 1. 0, 72
3.VERY LOW:26-30%OF MEDIAN
a. Studio 3 261 1 235 4 255
b. 1 BR,1 BA 20 301 1 279 2 286 23 275 46 287
c. 2 BR,1 BA 5 354 4 344 2 352 4 348 15 349
d. 2 BR,2 BA 1 355 2 352 4 352 17 354 24 354
e. Totals 26-30% 20 51
5 4 45 4 2 4 89
4.VERY LOW:31-35°!OF MEDIAN
a. Studio 1 1 302 1 302
b. 1 BR,1 BA 14 346 2 327 1 341 10 342 27 343
c. 2 BR,1 BA 2 369 2 366 1 366 5 367
d. 2 BR,2 BA 1 366 6 369 7 369
e. Totals 31-35% 14 3 2 0 18 2 0 1 40
5.VERY LOW:3640%OF MEDIAN
a. Studio 1 353 1 353
b. 1 BR,1 BA 10 406 1 362 10 398 1 21 400
c. 2 BR,1 BA 7 434 5 469 3 431 15 445
d. 2 BR,2 BA 4 431 1 403 14 429 19 428
e. Totals 36-10% 10 21 1 31 5 3 0 56
6.VERY LOW:41-45%OF MEDIAN
a. Studio 1 2 404 1 404 3 404
b. 1 BR,1 BA 14 462 2 443 2 457 14 452 32 456
c. 2 BR,1 BA 12 497 2 496 2 480 1 496 17 495
d. 2 BR,2 BA 3 465 3 486 8 499 14 489
e. Totals 41-45% 14 4 6 3 34 2 2 1 66
7.VERY LOW:46-50%OF MEDIAN
a. Studio 5 470 1 470 6 470
b. 1 BR,1 BA 14 542 3 522 13 530 30 535
c. 2 BR,1 BA 1 564 12 585 5 565 4 572 3 569 25 576
d. 2 BR,2 BA 1 2 582 1 2 582 16 576 1 1 20 578
e. Totals 46-50% 14 6=q 6MMMq 2 41 5 4 3 81
Total very low= 89 32 31 14 224 22 12 11 435
Percent of total 65.93/, 51.61% 67.39% 58.33°/ 60.54% 64.71% 60.00% 68.75% 61.53%,
8.LOWER: 51-55%OF MEDIAN
a. Studio 2 491 2 491
b. 1 BR,1 BA 7 582 1 559 1 573 9 569 18 574
c. 2 BR,1 BA 9 630 3 627 2 627 1 627 15 629
d. 2 BR,2 BA 2 627 8 630 10 629
e. Totals 51-55% 7 3 1 20MW 261 3 MgMi 2 WEL, 45�
9.LOWER:56-60%OF MEDIAN
a. Studio 2 556 2 556
b. 1 BR,1 BA 8 636 2 617 1 631 6 627 17 630
c. 2 BR,1 BA 4 695 4 717 3 692 11 702
d. 2 BR,2 BA 4 692 1 650 14 686 19 686
e. Totals 56-60% 8 4=M91 5 1 24 4 3 0� 49
07rov2020 Page.6011 I$I41 Mina-Family 620
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE 5ANTA RO5A TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS
OCC AR OCC AR I OCC AR OCC AR UGU AR OCC AR UGU AR UU AR
10.LOWER:61-65%OF MEDIAN
a. Studio 11 0
b. 1 BR,1 BA 5 682 3 675 10 678 18 679
c. 2 BR,1 BA 1 740 4 750 1 758 1 758 2 758 9 752
d. 2 BR,2 BA 1 758 1 758 8 755 10 756
e. Totals 61-65% 5 4 1 1 22IIIIIIIIIl 2 37
11.LOWER:66-70%OF MEDIAN
a. Studio 4 772 4 772
b. 1 BR,1 BA 5 888 3 861 8 678
c. 2 BR,1 BA 2 976 1 1,006 3 986
d. 2 BR,2 BA 1 1,006 4 1,009 5 1,008
e. Totals 66-70% 5 4 0 1 7 2 1 0 20
12.LOWER:71-75%OF MEDIAN
a. Studio 2 772 1 T72 3 772
b. 1 BR,1 BA 4 929 5 922 9 925
c. 2 BR,1 BA 1 1,067 3 1,088 4 1,083
d. 2 BR,2 BA 1 1,085 1 1,020 4 1,072 6 1,066
e. Totals 71-75% 41111111111111l 31 12 0 0 0'. 22'
13.LOWER:76-80%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR,1 BA 6 910 2 906 6 922 14 915
c. 2 BR,1 BA 3 1,143 1 1,140 4 1,142
d. 2 BR,2 BA 8 1,134 8 1,134
e. Totals 76-80% 6 4 0 0 17 1 0 0 28
Total lower= 35 22 9 6 108 11 7 3 201
Percent of total 25.93% 35.48% 19.57% 25.00% 29.19% 32.35% 35.00% 18.75% 28.43
14.MODERATE:81-120%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR,1 BA 10 929 4 926 1 920 14 906 29 917
c. 2 BR,1 BA 1 1,232 1 1,232 8 1,134 1 1,232 1 1,232 2 1,140 14 1,163
d. 2 BR,2 BA 1 1,232 5 1,146 4 1,186 16 1,165 26 1,167
Total moderate= 11 8 6 4 38 1 1 2 71
Percent of total 8.15% 12.90% 13.04%6. 16.67% 10.27% 2.94% b.OU-/.l 10.04%lMiiii
15.Total units occupied: 135 62 46 24 370 34 20 16 707
16.Occupancy rate= 96% 1 97% 96% 100% 96% 94% 100% 100% 96%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov 98%
07rov2020 Page 7 W ll P$tM Mmn-Famlq B M
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Jun-20
REPORT DATE: 7/1/2020 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 232 5 143 3 111 10 151
b. 1 BR,1 BA 2 162 2 212 1 169 5 183
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 20% 2 2 5m otiIiiiiiiiiiiiiiiiiiiII 0 0 15
2.VERY LOW:21-25%OF MEDIAN
a. Studio 10 289 10 193 21 221 41 231
b. i SR,1 BA 4 206 3 220 3 271 9 231 1 224 1 210 21 229
c. 2 BR,1 BA 2 229 2 229
d. 2 BR,2 BA 0
e. Totals 21-25% 6 10 13 3 30 1 F-.-Ej 1 64
3.VERY LOW:26-30%OF MEDIAN
a. Studio 7 357 11 255 8 272 26 288
b. 1 BR,1 BA 5 289 5 340 2 333 6 271 18 302
c. 2 BR,1 BA 0
d. 2 BR,2 SA 0
e. Totals 26-30% 0 7 161 10 0 6 44
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 399 8 296 10 334 24 338
b. 1 BR,1 BA 3 337 1 458 4 337 3 388 6 366 3 341 20 3fi0
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 31-35% 3 7 12SM 3 16 3EM 01= 44
5.VERY LOW:3640%OF MEDIAN
a. Studio 5 455 6 347 12 395 23 395
b. 1 BR,1 BA 4 395 3 395 5 440 6 407 3 390 2 385 23 407
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 3640% 4 5 9 5 18 3 2 46
6.VERY LOW:4145%OF MEDIAN
a. Studio 7 519 1 398 13 450 21 471
b. 1 SR,1 BA 4 453 1 588 2 453 4 504 4 496 2 457 1 443 18 481
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 41-45% 4 8 3 4 17 2 1 39
7.VERY LOW:4650%OF MEDIAN
a. Studio 7 599 4 464 11 530 22 540
b. 1 8R,1 BA 2 529 3 660 1 529 1 580 6 582 1 533 1 519 15 579
c. 2 BR,1 BA 1 576 1 576
d. 2 SR,2 BA 0
e. Totals 46-50% 3 10 5 1 17 1 1 38
Total very low= 22 49 63 23 112 10 11 290
Pement of total 73.33% 67.12% 91.30% 85.19% 76.19% 71.43% 78.57% 77.54%
8.LOWER:51-55%OF MEDIAN
a. Studio 6 627 6 56t 12 594
b. 1 BR,1 BA 1 569 2 719 3 569 4 627 2 555 1 559 13 607
c. 2 BR,1 BA 0
d. 2 SR,2 BA 0
e. Totals 51-55% 1 8 3 0 10 2 1 25
9.LOWER:56-60%OF MEDIAN
a. Studio 6 697 1 592 7 682
b. i BR,1 BA 4 627 1 740 1 627 4 671 2 631 1 581 13 646
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 56-60% 4 7 1 0 5 2. 1. 20
07rov2020 Page 9 0l n Rpr ai senior 6 20
REPORT#1-MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CARLOS LA ROCCA SAGE CREST
CANDLEWOOD CATALINA LAS SERENAS PUEBLOS TOTALS
"SENIOR PROPERTIES" ORTEGA VILLAS SR.
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 3 755 6 683 9 707
b. 1 BR,1 BA 1 692 2 735 3 720
c. 2 SR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 61-65% 0 3, 0 IN 0_ O 12MM
11.LOWER:66-70%OF MEDIAN
a. Studio 3 976 1 709 4 909
b. 1 BR,1 BA 1 906 1 957 2 932
c. 2 BR,1 SA 0
d. 2 BR,2 BA 0
e. Totals66-70% 0 3 2 1 0 0 0 6
12.LOWER:71-75%OF MEDIAN
a. Studio 1 926 1 920 2 923
b. 1BR,1 SA 0
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 71-75% 0 1 0 0 1 0 0 2
13.LOWER:76-80%OF MEDIAN
a. Studio 1 986 4 920 5 933
b. 1 SR,1 SA 1 916 1 1,140 1 906 3 987
c. 2 BR,1 BA 0
d. 2 BR,2 BA 0
e. Totals 76-80% 1 1 NEER OEM0 5 0 1 8
Total lower= 6 23 6 2 29 4 3 73
Percent of total 20.00%jjjj�31.51% 8.70% 7.41% 19.73% 28.57%._ 21.43% 19.52%
14.MODERATE:81-120%OF MEDIAN
a. Studio 3 920 3 920
b. 1 BR,1 BA 1 916 2 946 3 1,115 6 1,025
c. 2 BR,1 BA 1 1,232 1 1,232
d. 2 BR.2 BA 1 1,232 1 1,232
Total moderate= 2 1 0 2 6 0 0 11
Percent of total 6.67% 1.37% 0.00% 7,41% 4.08% 0.00% 0.00% 2.94%
15.Total units occupied: 30 73 69 27 147 14 ii 14 374
16.Occupanc rate= 100% 100% 96% 100% 98% 93% 100% 98%
or eac project,to ca cu ate average rent tor a unit type at an incomelevel,aiviaetnetotairental income or tat unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under constfrenov °®
07MI12020 Paeesdii rmt41s 1, 620
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Jun-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vaklii
REPORT DATE: 7/1/2020
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733
REVENUE
VERY LOW Up to 50%
Occupied units 89 32 31 14 224 22 12 11 435
Total rental income 32,548 9,985 11,429 5,307 84,176 9,114 5,480 4,299 162,338
Per occupied unit 366 312 369 379 376 414 457 391 373
LOWER:51%->80%
Occupied units 35 22 9 6 108 11 7 3 201
Total rental income 26,188 15,707 6,587 4,688 84,611 8,599 5,094 2,143 153,617
Per occupied unit 748 714 732 781 783 782 728 714 764
MODERATE:81%- 120%
Occupied units 11 8 6 4 38 1 1 2 71
Total rental income 10,522 7,712 6,650 4,744 40,396 1,232 1,232 2,280 74,768
Per occupied unit 957 964 1,108 1,186 1,063 1,232 1,232 1,140 1,053
Summary Income:
Rental 69,258 33,404 24,666 14,739 209,183 18,945 11,806 8,722 390,723
Other Income:
Laundry 378 490 1,111 - 3,503 596 337 279 6,694
Other 3,115 1,781 1,914 181 20,550 957 1,650 1,741 21,183
Total Operating Income 1 72,751 1 32,113 1 27,691 1 14,558 1 233,236 1 20,498 1 10,493 1 7,260 1 418,600
Occupied Units 135 62 46 24 370 34 20 16 707
Income per occupied unit 539 518 602 607 630 603 525 454 592
EXPENSES
Operating Expenses:
Payroll 25,466 12,240 12,535 5,112 80,279 7,116 4,617 3,868 151,233
Per occupied unit 189 197 273 213 217 209 231 242 214
Administrative 9,492 4,840 3,716 1,644 21,862 2,370 1,811 1,407 47,142
Per occupied unit 70 78 81 69 59 70 91 88 67
Advertising/Promotion - - - - 66 - - - 66
Per occupied unit - - - - 0 - - 0
Contract Services 1,917 4,372 3,269 1,603 16,018 1,772 2,042 1,838 32,831
Per occupied unit 14 71 71 67 43 52 102 46
Utility Services 9,953 3,351 6,467 1,293 31,269 4,046 2,032 886 59,296
Per occupied unit 74 54 141 54 85 119 102 55 84
Maintenance 17,925 8,653 9,912 6,387 35,351 3,918 604 2,843 85,593
Per occupied unit 133 140 215 266 96 115 30 178 121
Replacement expense 6,164 8,306 2,107 4,115 30,666 395 - 3,817 55,570
Per occupied unit 46 134 46 171 83 12 - 239 79
Capital expense - - - - - - - - -
Peroccupiedunit - - - - - - - - -
Total Operating Expenses 1 70,917 41,760 38,006 20,154 215,511 19,617 11,105 1 14,659 431 731
Per occupied unit 525 674 826 840 582 577 555 916 611
Summary Revenue and Expenses
Total Operating Income 72,751 32,113 27,691 14,558 233,236 20,498 10,493 7,260 418,600
Total Operating Expenses 70,917 41,760 38,006 20,154 215,511 19,617 11,105 14,659 431,731
Monthly Net Operatinq Income 1 834 (9,647)1 10 315 (5,596)1 17,724 1 881 612 (7,399) 13-1 31
Per occupied unit 14 (156) (224) (233) 48 26 (31) (462) (19)
FYTD Net Operating Income` 116,695 43,371 16,516 32,760 1 592,459 59,315 1 14,842 (15,739)1 860 219
Previous Fiscal Year NOI(6131 1 197 497 1 46 658 (42,268)1 6,351 1 566,303 1 67,200 1 16 742 1 1,583 1 860,065
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07m1rz020 Page 10of 11 Rptp Multi-Family 6.20
REPORT#2 -MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Jun-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 7/1/2020
CANDLEWOOD CARLOS CATALINA LAROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Uo to 50%
Occupied units 22 49 63 23 112 10 11 290
Total rental income 7,643 21,374 18,227 8,897 39,938 3,864 3,568 103,511
Per occupied unit 347 436 289 387 357 386 324 357
LOWER:51%-->80%
Occupied units 6 23 6 2 29 4 3 73
Total rental income 3,993 17,227 3,949 1,649 20,458 2,372 2,394 51,694
Per occupied unit 666 749 658 825 705 593 798 708
MODERATE:81%->120%
Occupied units 2 1 - 2 6 - - 11
Total rental income 2,148 1,232 1,892 6,105 11,377
Per occupied unit 1,074 1,232 946 1,018 1,034
Summary Income:
Rental 13,784 39,833 22,176 12,438 66,501 6,236 5,614 166,582
Other Income:
Laundry - 270 485 - 1,324 - - 2,079
Other 156 29 228 256 4,909 218 1,661 6,431
Total operating income 13,940 40,074 22,433 12,182 72,734 6,454 7,275 175,093
Occupied Units 30 73 69 27 147 14 14 374
Income per occupied unit 465 549 325 451 495 461 520 468
EXPENSES
Operating Expenses:
Payroll 7,965 16,073 15,391 5,501 20,373 4,400 2,364 72,066
Per occupied unit 266 220 223 204 139 314 169 193
Administrative 1,959 3,517 5,322 1,921 8,275 1,377 731 23,102
Per occupied unit 65 48 77 71 56 98 52 62
Advertising/promotion - - - - - - - -
Per occupied unit - - - - - - - -
Contract services 1,897 2,897 4,120 2,652 9,632 1,497 2,027 24,721
Per occupied unit 63 40 60 98 66 107 145 66
Utility services 3,177 4,161 7,650 1,344 9,926 1,481 1,447 29,186
Per occupied unit 106 57 111 50 68 106 103 78
Maintenance 1,395 1,573 5,438 1,380 9,334 2,583 296 22,000
Per occupied unit 47 22 79 51 63 185 21 59
Replacement expense 1,621 - 1,586 873 6,125 - 1,500 11,706
Per occupied unit 54 - 23 32 42 - 107 31
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 18,015 28,220 39,507 13,671 63,664 11,338 8,365 182 760
Per occupied unit 601 387 573 506 433 810 598 489
Summary Revenue and Expenses
Total Operating Income 13,940 40,074 22,433 12,182 72,734 6,454 7,275 175,093
Total Operating Expenses 18,015 28,220 39,507 13,671 63,664 11,338 8,365 182,780
Monthly Net Operating Income (4,075 11,854 (17,074)1 (1,489)1 9,070 4,884 1,090 7,688
Per occupied unit (136) 162 (247) (55) 62 (349) (78) (21)
FYTD Net Operating Income* (54,658) 127,976 (56,076) (4,693) 316,267 (14,141) 4.2441 318.921
Previous Fiscal Year NOI(6/30/2019)' (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
•ror dompanwn pumous,Net opernmg mrome V encodes all wortaI expenditures and vannesidenogralmbursemem as those me nvkally pam from replacement,eurvefunds and/or bond funds at Nis ame hor Polls,hommuel
07/01/2020 Page 11 of 11 Rpt#2 Senior 6.20
Palm Desert Housing Authority
Project Report
February 2020
California Villas-141 Units
77-107 California Drive
• Completed two(2)make ready units which includes painting, cleaning and maintenance
• Replaced one(1)A/C in unit#J-1 through Edison's Multi Family Common Area Measures Program
• Replaced two(2)broken flowmeters for the pool
• Repaired cracked patio decks for units#13-12,#D-8 and#D-9 with epoxy
• Repaired and refinished tub in the bathroom of unit#H-1
• Installed new copper main lines to units#D-16 and#E-10
• Unclogged sewer main line for unit#E-14
• Detailed office, clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
9 0/0 3/3 0 0
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Completed two(2)make ready units which includes painting, cleaning and maintenance
• Electrical wiring repair,no power to security lights at entry
• Repaired heater for unit#16,replaced bad capacitor,limit switch and fuse link
• Repaired cracked shower floor and refinished the shower stall in bathroom of occupied unit#10
• Irrigation repair behind unit#2
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room, dumpsters and enclosures
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
19 0/1 1/0 1 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Tree trimming throughout the property
• Replaced pool temperature sensor,pool heater not working
• Detailed clubhouse, office and pool
• Cleaned debris and leaves around sidewalks,parking lots and carports
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
26 0/0 1/0 0 0
1
Palm Desert Housing Authority
Project Report
February 2020
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Replaced common area lightings including pool lights and interior lightings in the clubhouse
through Edison's Multi Family Common Area Measures Program
• Installed new hot water heater in unit#D-4
• Replaced broken stove for unit#Q-4,part was discontinued
• Cleaned ducts in unit#Q-2,reasonable accommodation
• Checked all fire extinguishers
• Detailed office, clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
O1/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
29 0/0 0/0 1 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Semi-annual unit inspections throughout the property
• Installed stair handle for the pool
• Replaced hot water heater for unit#54
• Replaced two(2)washers and three(3)dryers in the laundry room
• Repaired and refinished tub in the bathroom of occupied unit#2
• Detailed upstairs hallways of Building A
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways, dumpster area,parking lots and carports
O1/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
14 0/0 0/0 1 0
Laguna Palms-48 Units
73-875 Santa Rosa Way
• Replaced broken PTAC in unit#20
• Put new pool pump,previous pool pump was stolen
• Replaced non-operational photo cell light bulbs and pool underwater light fixtures
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
O1/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
14 0/0 0/0 1 0
2
Palm Desert Housing Authority
Project Report
February 2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Checked and cleaned lighting throughout the property
• Cleaned walkways,benches,lamp posts, exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways, dumpster areas,parking lots and carports
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
13 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Cleaned office, clubhouse,pool furniture,laundry and restrooms
• Annual fire extinguisher inspections
• Put new pool pump at pool#3,previous pool pump was stolen
• Removed mattress and box springs left at dumpster#5
• Checked lighting throughout the property
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks, dumpsters and enclosures
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
54 1/0 0/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Replaced old carpet in occupied unit#7
• Replaced leaking pool circulation pump
• Cleaned and detailed pool, stairs,dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/1 0/0 0 0
3
Palm Desert Housing Authority
Project Report
February 2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed two(2)make ready units which included painting, cleaning,and maintenance
• Drywall repair in unit#406, damaged from roof leak. Unclogged roof drain for unit#406.
• Renovation for unit#4303 complete
• Repaired and refinished tub in the bathroom of unit#3106
• Installed two(2)grab bars in the bathroom of unit#3007,reasonable accommodation
• Replaced water damaged ceiling drywall in the bathroom of unit#3207
• Repaired leaking underground water service main line for unit#1805,replaced the section of broken
pipe and tested lines for leak. Confirmed no visible evidence of leak.
• Replaced handrail cover for pool and spa#4
• Replaced pool circulation pump for pool#4
• Replaced and reprogrammed card reader for gate located the in the back of the property, card reader
wiring was damaged
• Replaced metal pickets for back gate
• Tree removal throughout the property
• Irrigation by Building 40
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools, dumpsters and enclosures
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
140 2/2 6/6 2 6
Palm Village-36 Units
73-650 Santa Rosa Way
• Annual fire alarm inspection
• Inspected all fire extinguishers
• Detailed laundry
• Repaired and refinished tub in the bathroom of units#123 and#321
• Replaced broken hot water heater for unit#314
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
11 0/0 0/0 1 0
4
Palm Desert Housing Authority
Project Report
February 2020
Pueblos- 15 Units
73-695 Santa Rosa Way
• Routine monthly inspection of fire extinguishers
• Repaired heater for unit#104,bad relay was replaced
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
8 0/0 0/0 3 0
Safe Crest Senior-14 Units
73-811 Santa Rosa Way
• Routine monthly inspection of fire extinguishers
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots,dumpster area and enclosures
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
11 0/0 0/0 1 0
5
Palm Desert Housing Authority
Project Report
February 2020
Taos Palms-16 Units
44-830 Las Palmas
• Put new pool pump,previous pool pump was stolen
• Replaced broken pool chlorinator and flow meter
• Added new concrete footing and post for sagging beam by unit#6
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
01/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
5 0/0 0/0 0 0
ALL PDHA PROPERTIES
• Replaced pool equipment locks for properties that have pools
01/31/20
TOTALS TOTALS TOTALS TOTALS TOTALS
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
367 3/4 11/9 11 6
6
Palm Desert Housing Authority
Project Report
March 2020
California Villas-141 Units
77-107 California Drive
• Completed three(3)make ready units which includes painting, cleaning and maintenance
• Repaired and refinished tub in the bathroom of units#D-15,E-4 and J-1
• Replaced leaking main valve for building D
• Replaced damaged galvanized fitting and 2-way cleanouts for buildings G,H and I
• Repaired large erosion hole around storm drain and planter by unit#D-20
• Irrigation repair by building E
• Painted laundry room
• Detailed office, clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
32 0/0 0/0 0 0
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Completed two(2)make ready units which includes painting, cleaning and maintenance
• Repaired and refinished kitchen counter in unit#20
• Renovation of unit#C complete
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room, dumpsters and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
14 0/1 1/0 1 4
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Detailed clubhouse, office and pool
• Installed additional grab bar in the bathroom of unit#806,reasonable accommodation
• Cleaned debris and leaves around sidewalks,parking lots and carports
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Requests) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
13 0/0 1/0 0 0
1
Palm Desert Housing Authority
Project Report
March 2020
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed two(2)make ready units which includes painting, cleaning,and maintenance
• Repaired and refinished kitchen counter in unit#M-4
• Repaired and refinished tub in the bathroom of unit#H-4
• Repaired leaking water service main line to the Community room
• Replaced two(2)handrail posts with new concrete footings next to unit#G-1
• Checked all fire extinguishers and fire alarm
• Detailed office, clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
19 1/I I/I 1 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Irrigation repair and slab leak repair by unit#1
• Repaired leaking commercial water heater in the laundry room
• Replaced water heater for unit#61
• Renovation for unit#62 in progress
• Touch up painted hallways
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways, dumpster area,parking lots and carports
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
16 0/0 0/0 0 0
Laguna Palms-48 Units
73-875 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Irrigation repair by unit#32
• Repaired and refinished kitchen counter and tub in unit#14
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
4 0/0 0/0 0 0
2
Palm Desert Housing Authority
Project Report
March 2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Checked and cleaned lighting throughout the property
• Irrigation repair by units#42063,42091 and 42191
• Cleaned walkways,benches,lamp posts, exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways, dumpster areas,parking lots and carports
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
10 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Cleaned office, clubhouse,pool furniture,laundry and restrooms
• Replaced A/C for unit#145,bad compressor.Unit was not qualified for replacement through the
Edison's ESA program
• Roof repair for units#158 and#220
• Checked lighting throughout the property
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks, dumpsters and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
81 0/0 0/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Cleaned drains for units#23 and 24
• Irrigation repair North of the property
• Cleaned and detailed pool, stairs,dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
8 0/1 0/0 0 0
3
Palm Desert Housing Authority
Project Report
March 2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed seven(7)make ready units which includes painting,cleaning,and maintenance
• Renovation for unit#1805 complete
• Repaired broken main line for unit#1909
• Replaced faulty shower valve in the bathroom of units#3506 and 4105
• Cleaned duct in unit#3001
• Installed new boiler motor for building 37
• Installed one(1)landscape light post on new concrete footing by building 31
• Extracted water and cleaned the carpet in unit#501 and 3113,water damaged from roof leak
• Replaced water damaged ceiling drywall in units#208,308, 1001, 1006, 1408,3302 and 3306
• Replaced exit gate operator system on the Parkview entrance
• Tree trimming throughout the property complete
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools, dumpsters and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
131 0/3 6/4 6 13
Palm Village-36 Units
73-650 Santa Rosa Way
• Completed two(2)make ready units which includes painting, cleaning,and maintenance
• Detailed laundry
• Irrigation repair next to unit#318
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
4 0/0 0/0 0 0
Pueblos-15 Units
73-695 Santa Rosa Way
• Annual maintenance of fire extinguishers
• Irrigation repair next to unit#6
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
9 0/0 0/0 1 0
4
Palm Desert Housing Authority
Project Report
March 2020
Safe Crest Senior-14 Units
73-811 Santa Rosa Way
• Routine monthly inspection of fire extinguishers
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Unclogged sewer main line for unit#5
• Irrigation repair by parking space#4
• Detailed laundry room
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots,dumpster area and enclosures
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
0 0/0 0/0 0 0
Taos Palms-16 Units
44-830 Las Palmas
• Completed one(1)make ready unit which included painting,cleaning,and maintenance
• Replaced water heater for unit#13
• Painted pool deck
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
02/29/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
0 0/0 0/0 0 0
02/29/20
TOTALS TOTALS TOTALS TOTALS TOTALS
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
348 1/6 9/5 9 17
5
Palm Desert Housing Authority
Project Report
April 2020
California Villas-141 Units
77-107 California Drive
• Repaired cracked patio deck for unit#D-3 with epoxy
• Repaired and refinished tub and kitchen counter in unit#D-3
• Installed new blinds in laundry room and leasing office
• Southern California Gas Company replaced leaking main gas line,valve and meter
• Detailed office, clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
25 0/0 1/1 1 1
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Duct repair in unit#C
• A/C repair for unit#19,thermostat was not working properly
• Annual inspection for all fire extinguishers
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room, dumpsters and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
6 0/0 0/0 0 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Irrigation repair by unit#803 and Building 3
• Detailed clubhouse, office and pool
• Cleaned debris and leaves around sidewalks,parking lots and carports
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 1/0 0/0 0 0
1
Palm Desert Housing Authority
Project Report
April 2020
Catalina Gardens-72 Units
73-600 Catalina Way
• A/C repair for unit#L-3,low on charge
• Roof repair for unit#M-1
• Irrigation repair by Building E
• Replaced underground electrical wiring for Building K and L
• Annual inspection for all fire extinguishers and fire sprinkler system
• Detailed office, clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
37 0/0 0/0 0 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Irrigation repair west side of the leasing office
• Installed a grab bar in the bathroom of unit#38,reasonable accommodation
• Repaired exterior water shut-off valve for Building C
• Replaced A/C in unit#38
• Polished hallway Building B
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways, dumpster area,parking lots and carports
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
LaEuna Palms-48 Units
73-875 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Repaired and refinished tub in unit#3
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
10 0/0 0/0 0 0
2
Palm Desert Housing Authority
Project Report
April 2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Detailed clubhouse,restrooms and laundry room
• Cleaned air duct in unit#42065,previous tenant was a smoker
• Checked and cleaned lighting throughout the property
• Cleaned walkways,benches,lamp posts, exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways, dumpster areas,parking lots and carports
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
12 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Cleaned office, clubhouse,pool furniture, laundry and restrooms
• Roof repair for unit#137
• Cleaned air duct in unit#211
• Plumbing repair in the bathroom of unit#221,pipe bursting behind toilet and causing flood in the
unit and neighboring units#223 and 224. Replaced carpet,vinyl and drywall that were water
damaged.
• Irrigation repair by Building J
• Replaced water heater for unit#178
• Installed new sign for the laundry room
• Checked lighting throughout the property
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks, dumpsters and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
45 0/0 1/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Painted stairs and patios of unit#12, 14, 16, 18,20,22 and 24
• Washed down exterior of all A/C units throughout the property
• Replaced A/C for unit#1,unit was not age qualified to be replaced through Edison's Energy Saving
Assistance program
• Reinforced patio fences for unit#17, 19 and 21
• Cleaned and detailed pool, stairs,dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
es Requt(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
10 0/0 0/0 0 0
3
Palm Desert Housing Authority
Project Report
April 2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed two(2)make ready units which includes painting, cleaning,and maintenance
• Renovation for units#803 and 1207 complete
• Installed new water storage tank for Building 8
• Repaired and refinished tub,vanity and kitchen counter in unit#3208
• Roof repair for Buildings 2,3, 14,27,31,33 and 37
• Replaced water damaged ceiling drywall in units#204,302,2714,3102,3307 and 3702 due to roof
leaks
• Installed two(2)grab bars in the bathroom of unit#1906,reasonable accommodation
• Replaced shower P-trap in unit#4308 and replaced water damaged ceiling drywall in bathroom of
unit#4307 due to leak from upstairs unit#4308
• Electrical repair in unit#3013,replaced 125 Amp sub-panel with new breakers
• Repaired landscape lighting wiring for Buildings 7 and 8
• Irrigation repair north side of leasing office
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools, sidewalks,parking areas, dumpsters and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
131 0/1 6/4 0 2
Palm Village-36 Units
73-650 Santa Rosa Way
• Completed two(2)make ready units which includes painting, cleaning,and maintenance
• Detailed laundry
• Repaired leaking water service line behind unit#212
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
1 0/0 0/0 0 0
Pueblos-15 Units
73-695 Santa Rosa Way
• Roof repair for unit#113
• Annual inspection for all fire extinguishers
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
3 0/0 0/0 0 0
4
Palm Desert Housing Authority
Project Report
April 2020
Safe Crest Senior-14 Units
73-811 Santa Rosa Way
• Annual inspection for all fire extinguishers and fire sprinkler system
• Roof repair for unit#12
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Irrigation repair by unit#4
• Detailed laundry room
• Covid-19 preventative cleaning around common areas
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots,dumpster area and enclosures
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
4 0/0 0/0 0 0
Taos Palms-16 Units
44-830 Las Palmas
• Installed new concrete footing to the exterior of unit#13 to prevent rain water from entering unit
• Roof repairs for unit#11 and 16
• A/C repair for unit#14,unit was overcharged
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
03/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
10 0/0 1/1 0 0
03/31/20
TOTALS TOTALS TOTALS TOTALS TOTALS
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
315 1/1 9/6 1 3
5
Palm Desert Housing Authority
Project Report
May 2020
California Villas-141 Units
77-107 California Drive
• Completed three(3)make ready units which include painting, cleaning and maintenance
• Installed two(2)grab bars and adjustable shower bar in the bathroom of unit#C-12,reasonable
accommodation
• Replaced damaged galvanized fitting and 2-way cleanouts for unit#D-17,E-14
• Irrigation repairs by Buildings C, G,E and pool area
• Detailed office, clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
12 0/0 1/1 0 1
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• A/C repair for unit#6,replaced bad TXV
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room, dumpsters and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
28 0/0 0/0 0 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Replaced battery for pool ADA chair
• Detailed clubhouse, office and pool
• Cleaned debris and leaves around sidewalks,parking lots and carports
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
5 0/0 0/0 0 0
1
Palm Desert Housing Authority
Project Report
May 2020
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed two(2)make ready units which include painting,cleaning and maintenance
• Replaced faulty shower valve in unit#M-1
• Replaced hot water heater shut-off valves for units#D-2 and 0-1
• Repaired and refinished tub in the bathroom of unit#R-2
• Replaced main water shut-off valve for Buildings K and L
• Irrigation repairs by units#H-4,1-3,Buildings A,B,D and O
• Detailed office, clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
48 0/0 1/1 2 2
Desert Pointe-64 Units
43-805 Monterey Avenue
• Renovation for unit#62 in progress
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways, dumpster area,parking lots and carports
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
9 0/0 0/0 0 0
Laguna Palms-48 Units
73-875 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Annual inspection for all fire extinguishers
• Irrigation repairs by units#6, 14 and north side of leasing office
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
14 0/0 1/1 0 0
2
Palm Desert Housing Authority
Project Report
May 2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Detailed clubhouse,restrooms and laundry room
• Irrigation repair by unit#42077
• Checked and cleaned lighting throughout the property
• Cleaned walkways,benches,lamp posts, exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways, dumpster areas,parking lots and carports
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/1 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Cleaned office, clubhouse,pool furniture,laundry and restrooms
• Replaced motor for A/C in unit#176
• Irrigation repair south of Building J
• Renovation for unit#211 in progress
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks,lightings,dumpsters and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
35 2/3 0/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Reinforced patio fences for units#8 and 9
• Cleaned and detailed pool, stairs,dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
0 0/0 0/0 0 0
3
Palm Desert Housing Authority
Project Report
May 2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed four(4)make ready units which includes painting, cleaning,and maintenance
• Installation of wheelchair ramps in units#203 and 1805,reasonable modification
• Replaced transformer and relay for A/C unit#2302
• Installed new A/Cs in burnt units#905,906 and 908—insurance claim
• Repaired leaking A/C in unit#2703,replaced TXV
• Installed light posts in new concrete footings by Buildings 24,37 and near back gate
• Replaced broken concrete step by unit#3906
• Roof repair for unit#1208
• Replaced broken roof tiles for unit#4307 due to broken tree branch
• Electrical repair for fire sprinklers in Building#5, 16,31 and 34
• Irrigation repair next to units#1801, 1804,Buildings 3, 8,24, 31 and 43
• Repaired golf cart,had issue with the brake
• Repaired and refinished tub and vanity in units#3404 and 3502
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools, sidewalks,parking areas, dumpsters and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
RequeA(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
133 0/0 3/5 5 6
Palm Village-36 Units
73-650 Santa Rosa Way
• Repaired and refinished tub in the bathroom of unit#316
• Detailed laundry
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
9 0/0 0/0 0 0
Pueblos-15 Units
73-695 Santa Rosa Way
• Cleaned and checked all fire extinguishers
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
16 0/0 0/0 0 0
4
Palm Desert Housing Authority
Project Report
May 2020
Safe Crest Senior-14 Units
73-811 Santa Rosa Way
• Replaced dead plants located east of unit#10 and west of unit#4
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Repaired and refinished tub in the bathroom of unit#13
• Unclogged the toilet in the bathroom of unit#5, extracted water and cleaned the carpet that was
damaged from the flood
• Detailed laundry room
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots,dumpster area and enclosures
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
Taos Palms-16 Units
44-830 Las Palmas
• A/C repair for unit#12,blower motor was replaced
• Repaired A/C for unit#4,low on refrigerant
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
04/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
2 0/0 0/0 0 0
04/30/20
TOTALS TOTALS TOTALS TOTALS TOTALS
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
332 2/3 6/9 7 9
5
Palm Desert Housing Authority
Project Report
June2020
California Villas-141 Units
77-107 California Drive
• Completed five(5)make ready units which include painting,cleaning and maintenance
• Replaced damaged galvanized fitting and 2-way cleanouts for Building D and unit#C-3
• Repaired and refinished tub,vanity and kitchen counters in unit#17-19
• Repaired patio deck for units#C-3 and 17-11 with epoxy
• Replaced pool grab bars
• Repaired leaking spa jet
• Detailed office, clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
16 0/0 2/2 0 1
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Replaced two(2)ACs in units#8 and D through Edison's Energy Saving Assistance program
• Inspected all fire extinguishers throughout the property
• Replaced leaking condenser for unit#19
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room, dumpsters and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
29 0/0 0/0 1 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Irrigation repair by Buildings 9 and 10
• Detailed clubhouse, office and pool
• Cleaned debris and leaves around sidewalks,parking lots and carports
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Reques) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
5 0/0 0/0 0 0
1
Palm Desert Housing Authority
Project Report
June2020
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed one(1)make ready unit which include painting,cleaning and maintenance
• Replaced ceiling drywall damaged by leaking condensation line in the attic of unit#F-3
• Irrigation repairs by North and West of leasing office,Buildings B,P and R
• Replaced A/C in unit#L-4 through Edison's Energy Saving Assistance Program
• Inspected all fire extinguishers throughout the property
• Detailed office, clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
32 0/0 0/0 5 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Installed cabinet in the renovation unit#62
• Replaced two(2)ACs in units#5 and 9
• Repaired and refinished tub in the shower of units#20 and 27
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways, dumpster area,parking lots and carports
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
10 0/0 0/0 0 0
LaEuna Palms-48 Units
73-875 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Repaired leak from water service main line to water heater in unit#3.Extracted water and cleaned
carpet from water damage
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
12 0/1 1/0 0 0
2
Palm Desert Housing Authority
Project Report
June2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Irrigation repair by units#42105,42107,42117,42149,and 42135
• A/C repair for unit#42065,bad condensate switch
• Checked and cleaned lighting throughout the property
• Cleaned walkways,benches,lamp posts, exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways, dumpster areas,parking lots and carports
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
14 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Replaced two(2)ACs in units#128 and 211 through Edison's Energy Saving Assistance Program
• Cleaned office, clubhouse,pool furniture,laundry and restrooms
• Installed walk-in shower for unit#103,reasonable accommodation
• Irrigation repair by unit#162
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks,lightings,dumpsters and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
46 0/0 2/2 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Removed tree by units#8 and 9
• Replaced water heater for units#3 and 9
• Cleaned and detailed pool, stairs,dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
R es equt(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
2 0/0 0/0 0 0
3
Palm Desert Housing Authority
Project Report
June2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed six(6)make ready units which includes painting,cleaning,and maintenance
• Roof repair for Buildings 2,3,21 and 33
• Irrigation repair next to units#3305,Buildings 9, 12, 15,40 and 43
• Repaired leaking A/C in units#1107 and 2304
• Installed new electrical box and breaker in units#1601, 1602 and 1806
• Renovation of the burnt units in Building 9 was complete
• Fixed leaking boiler for Building 11,installed a new 1 '/2"gas line from meter to inlet at the Ray-pac
water heating unit
• Electrical repair to carport#575,installed new Junction box
• Replaced fascia board at balcony area for Building 17
• Replaced bad gear box on East entrance gate and replaced capacitor on West entrance gate
• Removed hanging tree branch between Buildings 42 and 43
• Repaired A/C for unit#2714 which was making loud noise,replaced blower wheel
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools, sidewalks,parking areas, dumpsters and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
134 1/0 2/1 2 5
Palm Village-36 Units
73-650 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Detailed laundry
• Replaced broken tiles in the living area of unit#222
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
16 1/0 1/0 2 0
Pueblos-15 Units
73-695 Santa Rosa Way
• Inspected all fire extinguishers throughout the property
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
24 0/0 0/0 0 0
4
Palm Desert Housing Authority
Project Report
June2020
Safe Crest Senior-14 Units
73-811 Santa Rosa Way
• Replaced three(3)A/Cs in units#8, 13 and 14 through Edison's Energy Saving Assistance
Program
• Inspected all fire extinguishers throughout the property
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots,dumpster area and enclosures
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
4 0/0 0/0 0 0
Taos Palms-16 Units
44-830 Las Palmas
• Irrigation repair by units#7, 8, 11 and 16
• Installed new blower motor for A/C in unit#12
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
05/31/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
6 0/0 0/0 0 0
05/31/20
TOTALS TOTALS TOTALS TOTALS TOTALS
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
357 2/1 8/5 10 6
5
Palm Desert Housing Authority
Project Report
July 2020
California Villas-141 Units
77-107 California Drive
• Completed three(3)make ready units which include painting, cleaning and maintenance
• Replaced window ACs in units#A-5,A-10,B-6,F-3 and H-8
• Installed new hot and cold copper water line for unit#A-8,leak under the bathroom sink. Replaced
vanity, drywall and flooring that were water damaged
• Replaced damaged galvanized fitting and 2-way cleanouts for unit#A-7
• Detailed office, clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
38 0/0 2/2 1 2
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Replaced shower threshold and door bottom in the bathroom of unit#1
• Pool deck resurfacing renovation started
• Inspected all fire extinguishers throughout the property
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room, dumpsters and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
41 0/0 0/0 0 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Irrigation repair in front of the leasing office
• Detailed clubhouse, office,pool and laundry rooms
• Cleaned debris and leaves around sidewalks,parking lots and carports
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
13 0/0 0/0 0 0
1
Palm Desert Housing Authority
Project Report
July 2020
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed one(1)make ready unit which include painting,cleaning and maintenance
• Replaced A/C and refrigerator in unit#D-2 through Edison's Energy Saving Assistance Program
• Installed grab bar in the bathroom of unit#R-1,reasonable accommodation
• Replaced broken pool umbrella and table
• Irrigation repair next to unit#K-4
• Detailed office, clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
61 0/0 0/0 0 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Replaced wall A/Cs in units#10, 16 39, 54 and 56
• Tinted windows in units#49 and 61 due to heat,reasonable accommodation
• Irrigation repair Southwest of Building A
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways, dumpster area,parking lots and carports
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
18 0/0 1/2 0 0
LaEuna Palms-48 Units
73-875 Santa Rosa Way
• Completed two(2)make ready units which include painting,cleaning and maintenance
• Replaced PTAC for units#8 and#37
• Put new plants next to front office and pool area
• Installed new parking signage
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
16 0/0 1/0 0 0
2
Palm Desert Housing Authority
Project Report
July 2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Checked and cleaned lighting throughout the property
• Cleaned walkways,benches,lamp posts, exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways, dumpster areas,parking lots and carports
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
8 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Cleaned office, clubhouse,pool furniture,laundry and restrooms
• Replaced A/C in unit#201 through Edison's Energy Saving Assistance Program
• Pool gate repair,replaced gate self-closing spring
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks,lightings,dumpsters and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
49 0/0 1/1 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Replaced water heater for unit#24
• Irrigation repair by pool area and parking space#308
• Cleaned and detailed pool, stairs,dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
2 0/0 0/0 0 0
3
Palm Desert Housing Authority
Project Report
July 2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed four(4)make ready units which includes painting, cleaning,and maintenance
• Renovation for units#1601 and#1602 was complete
• A/C repair in unit#2304,relevelled drain pan to allow better drainage
• Repaired leaking A/C in unit#2405,insulated suction line
• Installed new A/C thermostat for unit#605
• Replaced vinyl in the master bathroom of unit#1505 due to discoloration
• Water main line leak under a tree next to Building 40,rerouted water main line 30 ft. around tree
roots
• Raised grab bar to accommodate shower seat in the bathroom of unit#4307,reasonable
accommodation
• Installed two(2)grab bars in the bathroom of unit#1902,reasonable accommodation
• Replaced faulty shower valve in the bathroom of unit#3402
• Replaced water damaged ceiling drywall in bathroom of unit#3109 due to leak from upstairs unit
#3110
• Golf cart repair,replaced controller and solenoid
• Replaced staircase handrail next to unit#803 and welded staircase handrail metal for Building 16
• Pool deck resurfacing renovation started
• Repaired pool gate#4 with metal support at self-closure
• Replaced patio support post and footing in unit#2903 due to deterioration
• Irrigation repair by Buildings 6,9, 11, 19,27,31,33 and 40
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools, sidewalks,parking areas, dumpsters and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
176 0/1 2/1 4 13
Palm Village-36 Units
73-650 Santa Rosa Way
• Repaired A/C in unit#211,replaced capacitor
• Detailed laundry
• Irrigation repair South of playground
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
6 0/0 0/0 0 0
4
Palm Desert Housing Authority
Project Report
July 2020
Pueblos- 15 Units
73-695 Santa Rosa Way
• Irrigation repair next to units#9 and#10
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
22 0/0 0/0 0 0
Safe Crest Senior-14 Units
73-811 Santa Rosa Way
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
18 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Detailed laundry room
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots,dumpster area and enclosures
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
8 0/0 0/0 0 0
5
Palm Desert Housing Authority
Project Report
July 2020
Taos Palms-16 Units
44-830 Las Palmas
• Repaired leaking A/C for unit#4,replaced evaporator coil
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
06/30/20
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
8 0/0 0/0 0 0
PDHA PROPERTIES:
• Tree trimming for all properties
06/30/20
TOTALS TOTALS TOTALS TOTALS TOTALS
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
484 0/1 7/6 5 15
6