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HomeMy WebLinkAbout2020-01-08 HC Adjourned Regular Meeting Agenda Packet CITY OF PALM DESERT "�-y '••. ADJOURNED PALM DESERT HOUSING COMMISSION MEETING is -� .I� �4 t' AGENDA 'A - 10 •'4$�"III 0-74.• ` , •*41*0: .•.. WEDNESDAY, JANUARY 8, 2020 — 3:30 P.M. ~"'•••••••••••'''� DEVELOPMENT SERVICES CONFERENCE ROOM 73-510 FRED WARING DRIVE, PALM DESERT, CA 92260 I. CALL TO ORDER II. ROLL CALL III. ORAL COMMUNICATIONS Any person wishing to discuss any item not appearing on the agenda may address the Housing Commission at this point by giving his/her name and address for the record. Remarks shall be limited to a maximum of three (3) minutes unless additional time is authorized by the Housing Commission. 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 with speakers 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 during normal business hours, Monday-Friday, 8:00 a.m.-5:00 p.m., 73-510 Fred Waring Drive, Palm Desert, CA 92260, Telephone (760) 346- 0611, Extension 412. IV. CONSENT CALENDAR A. MINUTES of the Regular Housing Commission meeting of December 4, 2019. Rec: Approve as presented. Action: V. NEW BUSINESS A. REQUEST FOR CONSIDERATION of recommendation to the Housing Authority Board and City Council to approve the Housing Overlay District for the establishment of an affordable housing incentive policy to be presented at a future meeting. AGENDA ADJOURNED HOUSING COMMISSION MEETING JANUARY 8, 2020 Documents attached to Housing Commission Report include: • Draft Housing Overlay District • Draft Map of Housing Overlay District VI. CONTINUED BUSINESS None VII. OLD BUSINESS None VIII. REPORTS AND REMARKS A. Commissioners Reports and Remarks B. Commission Reports • Presentation by City Staff, Chris Gerry, Management Analyst on Homelessness Program Collaboration Efforts • Exhibit B of Administrative Plan — Non-Exclusive List of Required and Permissive Background Check Information by Type of Funding • Exhibit D of Administrative Plan — Pet Policy (Updated Copy and Redlined Copy) C. Summary of City Council and Housing Authority Actions D. RPM Company Monthly Reports for October • 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 E. Update on Housing Authority Properties • Palm Desert Housing Authority Project Report for November 2 AGENDA ADJOURNED HOUSING COMMISSION MEETING JANUARY 8, 2020 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 30th day of December 2019. Melinda Gonzalez, Recording cretary 3 CITY OF PALM DESERT rh a PALM DESERT HOUSING COMMISSION ;td vets _ e/i�h PRELIMINARY MINUTES ••• a��°•• WEDNESDAY, DECEMBER 4, 2019 — 3:30 P.M. DEVELOPMENT SERVICES CONFERENCE ROOM 73-510 FRED WARING DRIVE, PALM DESERT, CA 92260 I. CALL TO ORDER Chair Greg Ballard called the meeting to order at 3:30 p.m. II. ROLL CALL Present: Absent: Commissioner Donna Ault Commissioner Katz Commissioner Jann Buller Commissioner Dennis Guinaw Commissioner Melody Morrison Vice-Chair Juan Mireles Chair Gregory Ballard Also Present: Lauri Aylaian, Executive Director Susan Marie Weber, Mayor Kathleen Kelly, City Council Member Liaison Ryan Stendell, Director of Community Development Jessica Gonzales, Senior Management Analyst Teresa Vakili, RPM Company Melinda Gonzalez, Recording Secretary III. ORAL COMMUNICATIONS Commissioner Buller stated she attended the housing authority tour and commends Ms. Jessica Gonzales, Ms. Teresa Vakili and Ms. Melinda Gonzalez for an enjoyable and informative tour. Commissioner Buller added the tour was well attended and organized and felt it was time well spent. She noted the tour included a walkthrough of two properties and thoroughly enjoyed the refreshments offered at Carlos Ortega Villas at the conclusion of the tour. Chair Ballard agreed with Commissioner Buller adding he also enjoyed the tour and felt it couldn't have been any better. PRELIMINARY MINUTES PALM DESERT HOUSING COMMISSION DECEMBER 4, 2019 Senior Management Analyst, Jessica Gonzales, introduced Mayor Susan Marie Weber to the Commissioners. Mayor Weber addressed the Commission on behalf of the City Council, stating this time of the year the City Council would like to say thank you to its Committees and Commissions. Mayor Weber expressed the City Council's gratitude and noted those who attended the tour were able to see the impact the Commission has on the City, adding the Council really benefits from the Commission. Mayor Weber thanked the commissioners for their service and presented each with a gift card on behalf of the City Council. IV. CONSENT CALENDAR A. MINUTES of the Regular Housing Commission meeting of October 2, 2019. Rec: Approve as presented. Upon a motion by Vice Chair Mireles, second by Commissioner Morrison, and a 6-0 vote of the Housing Commission the Consent Calendar was approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: Katz). V. NEW BUSINESS A. SELECTION of a Chairperson and Vice Chairperson. Ms. Gonzales briefly explained the process for selecting a Chair and Vice Chair as there are several new members to the Commission. Upon inquiry, Ms. Gonzales advised the current Vice Chair is Commissioner Mireles. Commissioner Buller asked Commissioner Mireles if he would be comfortable accepting a nomination for Chair noting she has appreciated his leadership, as well as the Chair's over the past year. Commissioner Mireles replied he would be comfortable acting as Chair for the Commission adding he has always taken an interest in housing and providing it for those in need. Commissioner Morrison moved to, by minute motion, appoint Vice Chair Mireles to Chair. The motion was seconded by Commissioner Buller, and carried by a 6-0 vote (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: Katz). Commissioner Guinaw moved to, by minute motion, appoint Chair Ballard to Vice Chair. The motion was seconded by Commissioner Ault and carried by a 6-0 vote (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: Katz). B. REQUEST FOR CONSIDERATION to recommend the award of Contract No. HA39040 to Service First, LLC, for Pool and Water Feature Maintenance and Repair Services at the Authority Properties in a total annual amount not to exceed $165,000. Ms. Gonzales acknowledged the staff report before the Commissioners. She reported staff is requesting consideration of a recommendation to the Housing Authority Board 2 PRELIMINARY MINUTES PALM DESERT HOUSING COMMISSION DECEMBER 4, 2019 to authorize the award of contract HA39040 to Service First. Ms. Gonzales gave a brief summary of efforts made as to this contract noting staff had previously solicited proposals for pool maintenance and repair services for housing authority properties, however, the proposals received for this solicitation were incomplete. A new RFP was created and solicited. Two responses were received, both of which were qualified. Of the two, Service First proposed the best bid for services provided to the properties. The initial proposal request solicited services for seven days, but due to cost, was scaled back to five days of service. Ms. Gonzales informed the additional amount of $30,480 was requested for unforeseen repair services not covered in the monthly services contract adding this component in the contract requires services be solicited at the prevailing wage rate. Upon inquiry from Commissioner Morrison, Ms. Gonzales clarified the amount of $134,520 is requested for the proposed maintenance services and an additional amount of$30,480 has be requested for repair services that may arise that are beyond the contracted services bringing the total amount requested to $165,000. Mr. Ballard commented the amount seemed high for this type of maintenance. Ms. Gonzales agreed it is seemingly a large amount, noting this is primarily due to services being provided daily and the amount of pool service required. Ms. Gonzales encouraged commissioners to review the proposal submitted with the staff report which outlined all the services that will be provided. She advised after researching the average prices for these services, the proposed amount was consistent with market pricing for commercial services. She further added these services are requirements that have to be met on a daily basis to stay in compliance with Health Department regulations and standards. Commissioner Mireles asked if the company is doing any other work around the area. Ms. Gonzales advised they are currently working on other jobs in the area and have a local office. Community Development Director, Ryan Stendell, commented he has worked with the company over the last two fiscal years at the Aquatic Center and they provided services appropriate for commercial services. Commissioner Ault inquired about pool plastering, noting she did not see it as part of the maintenance contract. Ms. Gonzales confirmed it is not part of the maintenance services contract, and stated plastering is a separate project considered individually at each property. She clarified the contract is just for maintenance services and repairs such as a lighting issue or a pump going out. She further informed additional requirements in the RFP were a response time of one hour. This is necessary to comply with the Health Departments requirements for certain incidents or maintenance which may arise. Upon inquiry by Commissioner Morrison, Ms. Gonzales confirmed the employees that will be completing the maintenance and repair services are employees of Service First and are not subcontracted workers. Commissioner Guinaw inquired about the management of the contract. Ms. Gonzales explained staff is requesting approval of the contract from the Housing Commission 3 PRELIMINARY MINUTES PALM DESERT HOUSING COMMISSION DECEMBER 4, 2019 and the Housing Authority Board. However, part of the approval request is to allow RPM to enter into contract with Service First directly, as well as management of the contract. Commissioner Buller inquired about the verbiage "Waive any and all irregularities..." Ms. Gonzales explained this is a common request when there are minor items being waived, for example in the current contract the original solicitation was for seven days of service, however, the request for approval is for five days of service. Upon a motion by Commissioner Guinaw, second by Vice Chair Mireles, and a 6-0 vote of the Housing Commission the Request for Consideration to authorize the award of Contract No. HA39040 to Service First, LLC, for Pool and Water Feature Maintenance and Repair Services at the Authority Properties was approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: Katz). VI. CONTINUED BUSINESS None VII. OLD BUSINESS None VIII. REPORTS AND COMMENTS A. Commission Members Remarks and Requests Ms. Gonzales acknowledged the memo before the Commissioners which provided staff findings and recommendation regarding the request for electrical hookups at The Pueblos. Ms. Gonzales invited commissioners to provide comments or questions regarding the memo and recommendation. No comments or questions were asserted. Ms. Gonzales acknowledged the memo before the Commissioners which provided staff findings and recommendation regarding the request to install a speed bump at Carlos Ortega Villas. Ms. Gonzales invited commissioners to provide comments or questions regarding the memo and recommendation. Chair Ballard asked if there was really a problem with speeding at Carlos Ortega Villas. Ms. Vakili advised there have been a couple of incidents where relatives and guests have sped in the parking lot areas. Management has had to remind residents to advise their visitors to drive at a slower pace. Mr. Stendell commented the memos prepared by staff are types of requests which can be taken to RPM directly for resolution. He further noted he did not want Commissioners to feel they needed to wait and bring these items before the Commission. He encouraged starting the process with RPM who is empowered by contract to attend to these requests and when deemed necessary could bring an item before the Commission for consideration. 4 PRELIMINARY MINUTES PALM DESERT HOUSING COMMISSION DECEMBER 4, 2019 Vice Chair Mireles inquired about efforts in the community to help the homeless, adding he is very concerned for the welfare of our homeless population. Council Member Kelly, commented she just attended an executive committee meeting with the Coachella Valley of Association of Governments and it was announced that Path of Life Ministries was reelected to manage and provide services to the region with rigorous oversite in place to ensure services are implemented and managed efficiently and effectively. She advised the City of Palm Desert will have two outreach workers dedicated to our community adding that this matter is a priority to our City and in the Region. B. Commission Reports Ms. Gonzales reported Commissioner Katz has provided a letter of resignation which will go before the City Council and Housing Authority at their meeting on December 12, 2019. Commissioner Morrison inquired as to reappointments for the Commission. In reply, Ms. Gonzales informed any commissioner whose term is due to expire December 2019 will be extended for six months. Reappointments are tentatively scheduled for April 2020. C. Summary of City Council and Housing Authority Actions Senior Management Analyst, Ms. Gonzales, advised there were no reportable actions for this reporting period. D. RPM Company Monthly Reports RPM Company Vice President, Teresa Vakili, acknowledged the RPM reports provided to commissioners for the months of August and September. Ms. Vakili reported current occupancy for the properties is at 98%, with twenty seven move-ins and twenty nine move-outs taking place during the reporting period. She further reported RPM staff renewed 197 re-certifications during these months. Ms. Vakili invited comments or questions about the RPM reports, to which there were none. E. Update on Housing Authority Properties Ms. Vakili acknowledged the Palm Desert Housing Authority Projects Reports for the months of September and October. She reported staff completed 854 service requests during the reporting period. Ms. Vakili noted there were no major service requests, mainly routine maintenance services. She further reported several a/c units were replaced utilizing the SCE program and a deck replacement was completed at Desert Pointe due to years of wear and tear. Ms. Vakili stated the painting at Palm Village is now complete. 5 PRELIMINARY MINUTES PALM DESERT HOUSING COMMISSION DECEMBER 4, 2019 F. Update on the Home Improvement Program Ms. Gonzales review the summary of the Home Improvement Program for the months of September and October. She noted there have been some application inquiries primarily regarding roof repairs because of recent heavy rain. Currently, there is one application from September which is still in progress of having work completed. ACTIVITY (September 2019) Inquiries (Calls, Walk-Ins, Emails): 2 Applications Provided: 2 Applications Received: 1 Applications being processed: 1 Eligible (Possibly meets criteria): 1 Ineligible (Does not meet criteria): 1 Energy Savings Assistance Programs Referrals: 0 (JHC Construction — SCE/Gas Co) ACTIVITY (October 2019) Inquiries (Calls, Walk-Ins, Emails): 1 Applications Provided: 1 Applications Received: 0 Applications being processed: 0 Eligible (Possibly meets criteria): 2 Ineligible (Does not meet criteria): 0 Energy Savings Assistance Programs Referrals: 0 (JHC Construction — SCE/Gas Co) IX. MEETING DATES 2020 Ms. Gonzales acknowledged the memo provided to commissioners with the proposed Housing Commission meeting dates for calendar year 2020. She advised commissioners the first Wednesday of January falls on a holiday, therefore, the regularly scheduled meeting of January 1, 2020 was tentatively adjourned to January 8th. She noted any changes to future meeting dates would be brought before the Commission for approval. Upon a motion by Commissioner Buller, second by Commissioner Ault, and a 6-0 vote of the Housing Commission the proposed Housing Commission meeting dates for calendar year 2020 were approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: Katz). X. ADJOURNMENT With Commission concurrence, Chair Ballard adjourned the meeting at 4:04 p.m. Melinda Gonzalez, Recording Secretary 6 CITY OF PALM DESERT HOUSING COMMISSION REPORT SUBJECT: Housing Overlay District SUBMITTED BY: Eric Ceja, Principal Planner Jessica Gonzales, Senior Management Analyst DATE: January 8, 2020 On January 10, 2019, the City Council appointed Councilmembers Harnik and Kelly to an ad hoc "Affordable Housing Policy Subcommittee." The subcommittee was formed to work with City staff and to: - Review existing City housing policies - Review existing policies from around the State - Explore affordable housing policy options for the City - Perform a comparative analysis of affordable housing with other Coachella Valley cities Staff initially spent months gathering and compiling information needed for an educated and thoughtful discussion on housing policy and presented the findings at a subcommittee meeting in May 2019. Committee members initially favored incentive based policy options. Based on committee member feedback, and research of other cities, staff presented a draft "Housing Overlay District" in an open forum on October 24, 2019. Feedback was limited, but those in attendance supported the City's efforts to move forward with an Overlay District to incent new affordable housing development. The attached "Housing Overlay" district provides a framework to incentivize the development of affordable housing units in the City. The Overlay provides optional standards and incentives for housing projects that provide a minimum of 20% of units as income-restricted. In exchange for providing 20% affordable units, the overlay provides the following for projects that conform to the development standards of the base zone: • No public hearing; only a review with the City's Architectural Review Commission • Allows for a density bonus consistent with State Law • Provides a reduced parking requirement • Potential waiver of City Development Impact Fees At this time, the Overlay Zone will only be applied to properties identified in the City's Housing Element and Housing Authority controlled parcels. A map indicating these properties, as well as a draft of the Housing Overlay District, are provided with this memo. 25.28.020 Housing Overlay District(DRAFT) A. Intent. The intent of overlay district is to incentivize the development of affordable housing units in the City of Palm Desert. B. Purpose and applicability.The purpose of the Housing Overlay District (HOD) is to provide optional standards and incentives for the development of a wide variety of housing developments which provide a minimum of 20% of all units dedicated as income-restricted. The overlay zone is generally applied to properties identified in the City's Housing Element and Housing Authority owned properties as shown in Figure 25.28-1. Wherever the HOD has been added to a base zone, the applicant may choose whether to use the optional HOD standards and/or the standards of the base zone. C. Uses permitted by approved precise plan and conditional use permit.Uses permitted or conditionally permitted in the R-2 and PR zoning districts may be approved through an Architectural Review application process. Housing types applicable to the HOD include, but are not limited to, single-family detached/attached,duplex units,and multi-family development, either for rent or sale. D. Development standards.Development standards shall be flexible to ensure efficient site planning and neighborhood compatibility and to reflect the unique requirements of integrating income- restricted units into market-rate housing developments. Flexibility to the base zone development standards may be utilized as part of the design review of an Architectural Review application. Design guidance contained in Section 25.20 "Downtown District Design Guidelines" and within the University Neighborhood Specific Plan shall be followed. E. Affordable Housing Requirement.To be eligible for the provisions of this chapter,rental housing development within the HOD shall provide a minimum of twenty percent (20%) of all units within the project at income-restricted rents, or at least one (1) unit for smaller residential projects. All fractional units shall be rounded up to the next whole number. F.Density and intensity. Project densities are established in the Zoning Ordinance and on the Zoning Map. Any mixed-use and residential project under this Chapter is eligible for a density bonus as allowed under State law.Formulas for density bonuses are contained in Palm Desert Municipal Code Chapter 25.34.040. 1. Unit sizes.Minimum allowable unit sizes in square feet(sf) shall vary according to presence or absence of a common project amenities. Each unit shall contain, as a minimum, a kitchen including 2 burners,an oven, a refrigerator/freezer,a sink, counter space,and storage. G. Parking requirement. 1. Parking ratios based on bedroom count shall be calculated as follows: Table 25.28-1: Parking Required for Housing Overlay Bedroom Count Parking Ratio Studio/1 Bedroom 1.50 per unit 2 3 Bedrooms 2.00 per unit H. Development Impact Fees: Any mixed-use or residential project eligible under the overlay district may be subject to a fee waivers of City fees for all income-restricted units including plan check and inspection fees. 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K--iir,_P"--•`1��`'� - Open Space - Town Center Neighborhood - Regional Retail .1 ! - 1 Conventional Suburban Neighborhood - Employmenti Inn/ III I - Suburban Retail Center 0:':' S Rural Neighborhood - Industrial - Neighborhood Center e Q`'.,j�4Z f-0 y `Yp''•••: s 3...•• - Golf Course&Resort Neighborhood — Public Facility/Institutional - Downtown Small Town Neighborhood Resort&Entertainment VICINITY MAP Administrative Plan Exhibit B EXHIBIT B NON-EXCLUSIVE LIST OF REQUIRED AND PERMISSIVE BACKGROUND CHECK INFORMATION BY TYPE OF FUNDING SOURCE OF INFORMATION FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED INFO INVESTIGATION DISCLOSURE & INVESTIGATION DISCLOSURE & CONSENT CONSENT Law Illegal Drug Use Required Housing Auth. May obtain Must notify enforcement must require & applicant, if agencies applicant must basis for denial consent Drug Use that Interferes with Required Housing Auth. May obtain Must notify Health&Safety of Others must require & applicant, if applicant must basis for denial consent Sex Offenses Required Housing Auth. May obtain Must notify must require & applicant, if applicant must basis for denial consent "Serious"crimes May obtain Must notify May obtain Must notify • murder, mayhem, applicant, if applicant, if rape, burglary basis for basis for denial • hate crimes denial • offenses re firearms /explosives • felonies involving drugs, alcohol • domestic violence Juvenile Records Prohibited N/A Prohibited N/A - Arrests Not Resulting in Prohibited N/A Prohibited N/A Conviction State / Social Security Numbers Required Housing Auth. May Obtain Application Federal must require & must indicate Government applicant must disclosure is consent voluntary Citizenship/Residency Info Required Housing Auth. Prohibited N/A. But, if must require & Housing Auth. applicant must Has unsolicited consent evidence that applicant is undocumented, it must reject the application Income/family composition & Required Housing Auth. Required Housing Auth. tax info, to verify eligibility must require & must require & applicant must applicant must consent consent Credit Investigative Consumer Report May Obtain Housing May Obtain Housing Agencies • Credit History Authority must Authority must • Character notify applicant notify applicant • Reputation • Personal characteristics • Mode of living • Convictions May Obtain, Housing May Obtain, Housing • Civil Actions but only if Authority must but only if Authority must • Tax Liens credit agency notify applicant credit agency notify applicant • Outstanding has verified has verified Judgments info within info within 30d of 30d of disclosure disclosure • Bankruptcies more Prohibited N/A Prohibited N/A than 10y prior Management and Operations— Rental Units Effective TBD 42 Administrative Plan Exhibit B SOURCE OF INFORMATION FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED INFO INVESTIGATION DISCLOSURE & INVESTIGATION DISCLOSURE & CONSENT CONSENT • Civil judgments more than 7y old Public Relevant background May Obtain Must notify May Obtain Must notify Records information applicant, if applicant, if Obtained • Creditworthiness basis for basis for From Other • Credit standing denial. denial. Sources; • Credit capacity Consent Consent Interviews • Civil actions recommended. recommended. with • Convictions Neighbors, Tax Liens Friends & • Outstanding Associates Judgments • Character • General Reputation • Personal characteristics • Mode of Living In addition to credit reporting agencies, background check information may be obtained from Westlaw, Lexis, DataQuick, Merlin, Choice Point, and similar reputable resources. Management and Operations— Rental Units Effective TBD 43 Administrative Plan Exhibit D EXHIBIT D PET POLICY Section 1 Definitions For purposes of this Pet Policy, the following terms shall have the meanings provided in this Section: Assistance Animal — shall mean an animal that works, provides assistance, or performs tasks for the benefit of a person with a disability, or provides emotional support that alleviates one or more identified symptoms or effects of a person's disability. Assistance Animals perform many disability-related functions, including but not limited to, guiding individuals who are blind or have low vision, alerting individuals who are deaf or hard of hearing to sounds, providing protection or rescue assistance, pulling a wheelchair, fetching items, alerting persons to impending seizures, or providing emotional support to persons with disabilities who have a disability-related need for such support. Owner — shall mean the person with primary responsibility for the care of any animal, including but not limited to an Assistance Animal or Service Animal. Service Animal — shall mean any dog that is individually trained to do work or perform tasks for the benefit of an individual with a disability, including a physical, sensory, psychiatric, intellectual, or other mental disability. Other species of animals, whether wild or domestic, trained or untrained, are not Service Animals for the purposes of this definition. The work or tasks performed by a Service Animal must be directly related to the individual's disability. Examples of work or tasks include, but are not limited to, assisting individuals who are blind or have low vision with navigation and other tasks, alerting individuals who are deaf or hard of hearing to the presence of people or sounds, providing non-violent protection or rescue work, pulling a wheelchair, assisting an individual during a seizure, alerting individuals to the presence of allergens, retrieving items such as medicine or the telephone, providing physical support and assistance with balance and stability to individuals with mobility disabilities, and helping persons with psychiatric and neurological disabilities by preventing or interrupting impulsive or destructive behaviors. The crime deterrent effects of an animal's presence and the provision of emotional support, well-being, comfort, or companionship do not constitute work or tasks for the purposes of this definition. Section 2 Permitted Animals Section 2.1. Households are allowed to keep common household pets (including cats, dogs, birds, and fish) in their Restricted Unit in accordance with this Pet Policy, subject to the following restrictions: 1. No more than one cat or one dog shall be allowed in a Restricted Unit, except as otherwise permitted by the Management Company; and 2. No more than two birds shall be allowed in a Restricted Unit. Management and Operations— Rental Units Effective TBD Page 43 of 51 Administrative Plan Exhibit D All animals permitted in the Restricted Unit pursuant to this Section 2.1 must be registered with the Management Company before being brought onto the premises, and registration must be updated each year at annual re-examination. Prior to initial registration of an animal and each annual re-examination, the Owner shall submit vaccination records and any other documents related to that animal requested by the Management Company. Section 2.2. Residents with a Disability may keep an Assistance Animal or Service Animal in accordance with applicable disability laws. All Assistance Animals and Service Animals must wear a harness, lease or tether when outside of the Restricted Unit unless such equipment would interfere with the Assistance Animal or Service Animal's safe, effective performance of work or tasks, in which case the Assistance Animal or Service Animal must be otherwise under the Resident's control (e.g., voice control, signals, or other effective means). Section 2.3. An animal cannot be kept on the premises if it has a venomous bite. Section 2.4 An animal cannot be kept on the premises if it has previously bitten anyone, unless (1) the bite occurred while working as a police or military dog, or (2) the bite victim was partly or wholly at fault for the bite. Section 3 Required Fees and Payments Section 3.1. The Resident will be responsible for all reasonable expenses directly related to the presence of the animal on the premises, including the cost of repairs and replacement in the Restricted Unit, and the cost of animal care facilities if needed. These charges are due and payable within 30 days of written notification. Section 3.2 The Resident will not be charged a pet deposit for any Assistance Animal or Service Animal, but the Resident is liable for any damage caused by that animal. Section 3.3. For each animal permitted in the Restricted Unit pursuant to Section 2.1 of this Pet Policy, the Authority will charge a refundable pet deposit of$200. Section 3.4. The Authority will refund the unused portion of the deposit to the Resident within a reasonable time after the Resident moves from the property or no longer owns or has an animal present in the Resident's Restricted Unit. Before the Authority refunds any portion of the deposit, an inspection of the Restricted Unit must be done to confirm that there is no damage to the Restricted Unit caused by the animal. Section 4 Limitations Section 4.1. Authority's authorization for animal(s) will be given on a year-by-year basis. Section 4.2. Fish aquariums must not exceed 15 gallons of water. Section 4.3. All animals, including Assistance Animals and Service Animals, must be Management and Operations— Rental Units Effective TBD Page 44 of 51 Administrative Plan Exhibit D effectively restrained and under the control of a responsible person when passing through a common area, from the street to the Restricted Unit, etc. Dogs must be on a leash at all times when not in the Restricted Unit. Section 5 Registration Section 5.1. Registration in accordance with Section 2.1 of this Pet Policy must include the following: A certificate signed by a licensed veterinarian stating that the animal has received timely all inoculations currently required by state and local laws; a picture of the animal must be provided at time of registration; and the name, address and phone number of person designated responsible for the animal in the Resident's absence. Section 5.2. All animals, including Assistance Animals and Service Animals, must be spayed or neutered. If animals are not spayed or neutered and have offspring, the Household is in violation of this rule. Section 6 Sanitation Standards Section 6.1. Any animal waste deposited must be removed immediately by the animal's Owner. Residents will take adequate precautions to eliminate any animal odors within or around the Restricted Unit and maintain the Restricted Unit in a sanitary condition at all times. If the Resident fails to comply with this section, the Management Company shall issue a written complaint directing the Resident to eliminate the unsanitary condition(s) in or around the Restricted Unit. If the Resident fails to eliminate the unsanitary condition(s) within 24 hours of receipt of the complaint, the Management Company reserves the right to take any actions necessary to eliminate the unsanitary condition(s) and charge the Resident for any reasonable expenses related to such cleanup. Section 6.2. All animals are to be fed inside the Restricted Unit. Feeding is not allowed on porches, sidewalks, patios or other outside area. Section 7 Potential Problems and Solutions Section 7.1. Residents will not permit any disturbances by their animal(s) that interferes with the quiet enjoyment of other Residents, whether by loud barking, howling, biting, scratching, chirping or other aggressive or disruptive behavior. Section 7.2. The Management Company may enter the Resident's Restricted Unit to inspect the premises with notice appropriate to the circumstances, to investigate a complaint that there is a violation, and/or to check on a nuisance or threat to health and safety of other Residents. Section 7.3. If an animal is threatened by the incapacitation or death of the Owner (or by extreme negligence), and the person designated pursuant to Section 5.1 of this Pet Policy is unwilling or unable to care for the animal, the Authority may place the animal in a proper facility for up to 30 days at the Owner's expense. If there is no other solution at the end of 30 days, the Management and Operations— Rental Units Effective TBD Page 45 of 51 Administrative Plan Exhibit D Authority may donate the animal to a humane society. Cost of this professional care will be borne by the Owner. Section 7.4. Animals not owned by Residents, except for Assistance Animals and Service Animals, are not allowed on the premises. Section 7.5. The authorization for a Resident's animal(s) may be revoked at any time subject to applicable disability laws and the Authority's Grievance process if the animal becomes destructive, aggressive, or a nuisance to others, or if the Resident fails to comply with this Pet Policy. Section 7.6. Violation of this Pet Policy by a Resident is subject to: 1. Mandatory removal of the animal from the premises within 3 days of notice from the Authority (or removal within 24 hours of notice if the violation constitutes a threat to health or safety); 2. Lease termination proceedings; or 3. Any other penalty determined by the Management Company to be appropriate under the circumstances. Section 8 Indemnification by Animal Owner Section 8.1. The Resident shall indemnify, defend and hold harmless the Authority, the Successor Agency and the City from and against any and all claims, actions suits, judgments and demands brought about by actions or damages caused by any animal, including any Assistance Animal or Service Animal, kept by the Resident in accordance with this Pet Policy. Any injury or damage to persons or property caused by the Resident's animal(s) shall be the liability of said Resident. At the Resident's discretion and expense, the Resident is responsible for securing liability insurance for such purpose. This policy is incorporated by reference into the Lease Agreement signed by the Resident, and therefore, violation of the above policy will be grounds for termination of the lease. Acknowledgement by Resident Date Resident Printed Name Authority Property and Apartment No. Management and Operations— Rental Units Effective TBD Page 46 of 51 Administrative Plan Exhibit D EXHIBIT D PET POLICY PURPOSE -Section 1 Definitions For purposes of this Pet Policy, the following terms shall have the meanings provided in this Section: Assistance Animal - shall: An--assis ce animal ismeans an animal that works, provides assistance, or performs tasks for the benefit of a person with a disability, or provides emotional support that alleviates one or more identified symptoms or effects of a person's disability. Assistance Aanimals perform many disability-related functions, including but not limited to, guiding individuals who are blind or have low vision, alerting individuals who are deaf or hard of hearing to sounds, providing protection or rescue assistance, pulling a wheelchair, fetching items, alerting persons to impending seizures, or providing emotional support to persons with disabilities who have a disability-related need for such support. For purposes of reasonable accommodation requests, neither the FHAct nor Section 50/1 requires an assistance animal to be individually trained or certified. While dogs are the most common type of assistance animal, other animals can also be assistance animals. Owner - shall mean the person with primary responsibility for the care of any animal, including but not limited to an Assistance Animal or Service Animal. Service Animal -4Al2] shall means any dog that is individually trained to do work or perform tasks for the benefit of an individual with a disability, including a physical, sensory, psychiatric, intellectual, or other mental disability. Other species of animals, whether wild or domestic, trained or untrained, are not Sservice Aanimals for the purposes of this definition. The work or tasks performed by a Sservice Aanimal must be directly related to the individual's disability. Examples of work or tasks include, but are not limited to, assisting individuals who are blind or have low vision with navigation and other tasks, alerting individuals who are deaf or hard of hearing to the presence of people or sounds, providing non-violent protection or rescue work, pulling a wheelchair, assisting an individual during a seizure, alerting individuals to the presence of allergens, retrieving items such as medicine or the telephone, providing physical support and assistance with balance and stability to individuals with mobility disabilities, and helping persons with psychiatric and neurological disabilities by preventing or interrupting impulsive or destructive behaviors. The crime deterrent effects of an animal's presence and the provision of emotional support, well-being, comfort, or companionship do not constitute work or tasks for the purposes of this definition. A service animal is de ed the-AC egulatiens Th�A regulations define "service animal" as any dog that is individually trained to do work or perform tasks for the benefit of an individual with a disability, including a physical, sensory, psychiatric, intellectual, or other mental disability. Section 24Permitted PetsAnimals Management and Operations- Rental Units Effective TBD 45 Administrative Plan Exhibit D Section 24.1. Elderly Households —are allowed to keep common household pets (including cats, dogs, birds, and fish) in their Rcestricted Uunit in accordance with this Pet Policy, including one cat or one dog, or either one or two birds, or fish in an aquariumsubject to the following restrictions: 1. No more than one cat or one dog shall be allowed in a Restricted Unit, except as otherwise permitted by the Management Company; and 2. No more than two birds shall be allowed in a Restricted Unit. . All other households ARE / ARE NOT allowed to keep pets. All animals permitted in the Restricted Unit pursuant to this Section 2.lpets must be registered with the Management Companylvianager before being brought onto the premises, and registration must be updated each year at annual re-examination. Prior to initial registration of an animal and each annual re- examination, the Owner shall submit vaccination records and any other documents related to that animal requested by the Management Company. Section 24.2. TenantResidents with a Disability may keep a service ner companion Aassistance Aanimal or Service Animal in accordance with applicable disability laws. All Assistance Animals and Sservice Aanimals need tomust wear identifying gear such as tags,a harness, lease or tether harnesses, or capes when outside of the Rcestricted Uunit unless such equipment would interfere with the Assistance Animal or Service Animal's safe, effective performance of work or tasks, in which case the Assistance Animal or Service Animal must be otherwise under the Resident's control (e.g., voice control, signals, or other effective means)I[A13] Section 24.3. An animal cannot be kept on the premises if it (1) has a venomous bite. Section 2.4 -An animal cannot be kept on the premises if itor (2) has previously bitten anyone, unless (1) the bite occurred while working as a police or military dog, (2) the bite victim w trespass' t the time of the bite or (23) the bite victim was partly or wholly at fault for the bite..No vicious or intimidating animal or pet is to be kept on the premises (this includes any animal whose bitc is venomous or any animal that has previously bitten anyone). Section 32 Required Fees and Payments Section 32.1. The TtenantResident will be responsible for all reasonable expenses directly related to the presence of the animal or pet on the premises, including the cost of repairs and replacement in the Rcestricted Uunit, and the cost of animal care facilities if needed. These charges are due and payable within 30 days of written notification. Section 32.23 Service animals The Resident will not be charged a pet deposit for any Assistance Animal or Service Animal, but the TenantResident is liable for any damage caused by thate animal. Section 32.34. For eachother animals permitted in the Restricted Unit pursuant to Management and Operations- Rental Units Effective TBD 46 Administrative Plan Exhibit D Section 2.1 of this Pet Policy, the Authority will charge a refundable pet deposit of$200 for each pet. Section 32.45.The Authority will refund the unused portion of the deposit to the TResidenttenant within a reasonable time after the TResidenttenant moves from the property; or no longer owns or has an pet—animal present in the TtenantResident's Rcestricted Uunit_; Before the Authority refunds any portion of the depositif the Resident Ttenant no longer has the pet, an inspection of the Restricted iUnit must be done to provide evidenccconfirm that there is no damage to the Rrestricted Uunit caused by the animalpet. Section 43 Limitations Section 43.1. Authority's authorization for animalpet(s) will be given on a year-by-year basis. Section 43.2. Except for service Aassistance [Ai4IAanimals and Service Animals, no animalpet will be allowed if its weight exceeds 25 pounds. The 25 pound limit is fora..lies to the expected adult weight of the animal. Section 43.3. Fish aquariums must not exceed 15 gallons of water. Section 43.34.All pets and assistance animals, including Assistance Animals and Service Animals, must be effectively restrained and under the control of a responsible person when passing through a common area, from the street to the Rcestricted Uunit, etc. Dogs must be on a leash at all times when not in the rental Restricted Uunit. Section 54Registration Section 54.1. Registration in accordance with Section 24.1 of this Pet Policy must include the following: A certificate signed by a licensed veterinarian stating that the animalpet has received timely all inoculations currently required by state and local laws; a picture of the animal must be provided at time of registration; and the name, address and phone number of person designated responsible for the pet animal in the ResidentTtenant's absence. Section 54.2. All animals, including Assistance Animals and Service Animals, or pets are tomust be spayed or neutered. If animals are not spayed or neutered and have offspring, the tenant Household is in violation of this rule. Section 65 Sanitation Standards Section 65.1. Any animal or pet waste deposited must be removed immediately by the pet animal's Oowner. TenantResidents will take adequate precautions to eliminate any animal or pet odors within or around the Rcestricted Uunit and maintain the Rcestricted Uunit in a sanitary condition at all times. If the Resident fails to comply with this section, the Management Company shall issue a written complaint directing the Resident to eliminate the unsanitary condition(s) in or around the Restricted Unit. If the Resident fails to eliminate the unsanitary Management and Operations— Rental Units Effective TBD 47 Administrative Plan Exhibit D condition(s) within 24 hours of receipt of the complaint, the Management Company reserves the right to take any actions necessary to eliminate the unsanitary condition(s) and charge the Resident for any reasonable expenses related to such cleanup. Section 66.2. All animals or pots are to be fed inside the Rcestricted Uunit. Feeding is not allowed on porches, sidewalks, patios or other outside area. Section 76. Potential Problems and Solutions Section 76.1. TenantResidents will not permit any disturbances by their animal(s)pet, which that interferes with the quiet enjoyment of other ResidentTtenants11 whether by loud barking, howling, biting, scratching, chirping or other such aggressive or disruptive behaviora^+ s. Section 76.2. The Authority Management Company may enter the ResidentTtenant's Rcestricted Uunit to inspect the premises when circumstances so warrant with notice appropriate to the circumstances, to investigate a complaint that there is a violation, and/or to check on a nuisance or threat to health and safety of other TResidentstenants. Section 76.3. If an animalthe pet is threatened by the incapacitation or death of the Oewner (or by extreme negligence), and the person designated pursuant to Section 54.1 of this Pet Policy is unwilling or unable to care for the petanimal, the Authority may place the animalpet in a proper facility for up to 30 days at the pet Oewner's expense. If there is no other solution at the end of 30 days, the Authority may donate the animalpet to a humane society. Cost of this professional care will be borne by the pet Oewner. Section 76.4. Excluded from the premises are all Aanimals and/or pets not owned by Resident Ttenants, except for Assistance Animals and Sservice Aanimals, are not allowed onarc excluded from the premises.- Management and Operations— Rental Units Effective TBD 48 Administrative Plan Exhibit D Section 76.5. The authorization for a household Resident's animalpet(s) may be revoked at any time subject to applicable disability laws and the Authority's Ggrievance proceduress if the animalpet becomes destructive, aggressive, or a nuisance to others, or if the TtenantResident fails to comply with this Pet Ppolicy. Section 76.6. Violation of this Pet Policy by a TenantResident is subject to: 1. Mandatory removal of the animalpet from the premises within 3 days of notice from the Authority;_(or removal within 24 hours of notice if the violation constitutes a threat to health or safety)if fora threat to health and safety removal within 2/1 hours of notice• or 2. Lease termination proceedings. or 3. Any other penalty determined by the Management Company to be appropriate under the circumstances..- Section 87Indemnification by Pet or Animal Owner Section 87.1. The TenantResident shall indemnify, defend and hold harmless the Authority, the Successor Agency and the City from and against any and all claims, actions suits, judgments and demands brought about by actions or damages caused by any animal, including any Assistance Animal or Service Animal, kept by the TenantResident in accordance with this Pet Policy's pet(s), service animal, guidc animal, h wring animal, assistance animal, seizure response animal companion animal or emotional support animal Any injury or damage to 0 0 persons or property caused by the TenantResident's petanimal(s), guide animal, hearing animal, assistance animal, seizure response animal, companion animal, or emotional support animal shall be the liability of said TenantResident. At the TenantResident's discretion and expense, the TenantResident is responsible for securing liability insurance for such purpose. This policy is incorporated by reference into the Lease Agreement signed by the residentResident, and therefore, violation of the above pPolicy will be grounds for termination of the lease. Acknowledgement by TenantResident Management and Operations— Rental Units Effective TBD 49 �� PALM DESERT HOUSING AUTHORITY I . k : MEMORANDUM TO: HOUSING COMMISSION FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST DATE: JANUARY 8, 2020 SUBJECT: SUMMARY OF AGENDA ITEMS AND ACTIONS Agenda Items: The following agenda item will be reviewed at the City Council meeting on January 9, 2020. This item is related to housing activities and is provided to you as informational: 1. (HA) Consideration of a request by Allied Affordable Housing, LLC to approve and consent to the assignment of its interests in Ground Lease Contract No. HA34970 and that certain Regulatory Agreement and Declaration of Restrictive Covenants (recorded as Document No. 2016-0138169), and pertaining to the vacant property owned by the Authority known as APN 622-020-096. Action Items: The following are APPROVED action items from the Council/Housing Authority meetings: December 12, 2019 1. (CC) (HA) Letter of Resignation from Housing Commissioner Arthur Katz accepted with sincere regret. 2. (CC) (HA) Approved Award of Contract to Service First, LLC for Pool and Water Feature Maintenance and Repair Services at Housing Authority Properties in a Total Annual Amount Not to Exceed $165,000 (Contract No. HA39040). MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: Oct-19 REPORT DATE: 11/1/2019 REPORTED BY: TERESA VAKILI "MULTI-FAMILY PROPERTIES" Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 California Villas a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141 b. Vacant Units 3 2 2 3 4 1 0 4 7 3 3 4 4 c. Occupied Units 138 139 139 138 137 140 141 137 134 138 138 137 137 d. Pending Leases 6 4 4 3 2 2 2 3 , 3 4 5 3 4 e. Ending Occupied&Pre-leased 144 143 143 141 139 142 143 140 137 142 143 140 141 f. Down Units 1 0 0 1 2 0 0 1 1 1 0 1 2 g. Number of Wait List Contactees 322 150 10 0 5 0 20 20 _ 20 68 79 18 89 h. Re-Cert Pkts Sent Out During Month 12 7 17 8 6 20 12 4 14 4 12 10 10 i. Number of Traffic Qualified 9 5 9 10 15 5 15 12 15 10 15 8 10 I. Number of Traffic Non-Qualified 0 1 0 0 0 0 0 0 0 0 0 0 2 Desert Pointe a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64 b. Vacant Units 1 1 1 2 3 2 1 2 3 2 3 3 3 c. Occupied Units 63 63 63 62 61 62 63 62 61 62 61 61 61 d. Pending Leases 0 0 0 0 2 1 0 0 1 2 1 0 1 e. Ending Occupied&Pre-leased 63 63 63 62 63 63 63 62 62 64 62 61 62 f. Down Units 1 1 1 1 1 1 1 1 0 0 0 1 1 g. Number of Wait List Contactees 39 29 15 68 53 51 43 64 39 53 41 43 76 h. Re-Cert Pkts Sent Out During Month 4 5 1 8 9 3 3 2 3 3 4 10 5 i. Number of Traffic Qualified 31 34 23 27 19 27 21 21 43 29 22 20 34 j. Number of Traffic Non-Qualified 0 0 0 0 0 1 0 0 0 0 0 0 34 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 2 2 1 1 0 1 1 _ 2 1 1 2 1 c. Occupied Units 46 46 46 47 47 48 47 47 46 47 47 46 47 d. Pending Leases 0 0 0 0 1 0 0 0 1 0 2 2 0 e. Ending Occupied&Pre-leased 46 46 46 47 _ 48 48 47 47 47 47 49 48 47 f. Down Units 2 2 2 1 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 10 22 30 30 23 11 16 36 20 26 19 25 20 h. Re-Cert Pkts Sent Out During Month 2 2 5 1 1 2 2 3 6 1 5 3 4 i. Number of Traffic Qualified 7 8 3 6 25 11 20 7 8 9 19 8 8 j. Number of Traffic Non-Qualified 0 0 0 1 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 1 1 1 1 1 1 1 0 0 0 c. Occupied Units 23 23 24 23 23 23 23 23 - 23 _ 23 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 24 23 23 23 23 23 23 23 24 24 24 f. Down Units 1 1 0 0 1 1 1 1 1 1 0 0 0 g. Number of Wait List Contactees 53 9 6 7 0 0 0 19 17 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 2 2 1 4 1 2 0 1 2 3 1 1 i. Number of Traffic Qualified 15 29 12 11 12 17 11 14 32 19 16 9 17 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 1 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 15 17 19 20 17 15 16 19 20 22 25 22 c. Occupied Units 365 369 367 365 364 367 369 368 365 364 362 359 362 d. Pending Leases — 8 3 2 13 11 11 5 2 1 9 8 14 10 5 e. Ending Occupied&Pre-leased 373 372 369 378 375 378 374 370 374 372 376 369 367 f. Down Units 11 7 10 8 9 11 11 11 11 6 13 17 15 g. Number of Wait List Contactees 177 82 305 86 198 371 8 150 197 132 170 85 53 h. Re-Cert Pkts Sent Out During Month 41 26 24 31 28 31 20 31 30 26 29 29 25 i. Number of Traffic Qualified 120 69 113 80 91 81 100 89 78 92 86 97 103 j. Number of Traffic Non-Qualified 2 1 0 2 5 3 5 2 2 1 0 1 1 11/01/2019 Page I of 11 MOS Multi-Family 10.19 MONTHLY OCCUPANCY STATUS REPORT "MULTI-FAMILY PROPERTIES" Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 a Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36 b. Vacant Units 1 2 3 1 0 0 0 1 3 2 0 0 1 c. Occupied Units 35 34 33 35 36 36 36 35 33 34 36 36 35 d. Pending Leases 1 0 1 1 0 0 1 1 1 2 0 0 0 e. Ending Occupied&Pre-leased 36 34 34 36 36 36 37 36 34 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 7 22 35 25 0 0 6 15 18 16 0 0 18 h. Re-Cert Pkts Sent Out During Month 2 3 1 2 2 3 3 3 4 7 1 1 2 i. Number of Traffic Qualified 5 4 3 6 10 9 8 4 7 6 4 5 7 j. 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 0 0 0 0 2 1 0 0 0 0 1 c. Occupied Units 20 20 20 20 20 20 18 19 20 20 20 20 19 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 _0 0 1 e. Ending Occupied&Pre-leased 20 20 20 20 - 20 20 18 19 20 20 20 20 20 J 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 20 10 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 2 3 4 4 2 2 2 1 1 2 0 9 i. Number of Traffic Qualified 3 3 0 0 0 6 8 2 0 0 4 4 0 I. 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 0 0 0 1 c. Occupied Units 16 16 16 16 16 16 16 16 16 16 16 16 15 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 43 h. Re-Cert Pkts Sent Out During Month 1 2 1 1 1 1 1 0 4 1 0 0 1 i. Number of Traffic Qualified 12 17 9 9 8 10 11 9 16 17 11 9 14 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733 b. Vacant Units 27 23 25 27 29 21 20 26 35 29 29 34 33 c. Occupied Units 706 710 708 706 704 712 713 707 698 704 704 699 700 d. Pending Leases 15 7 7 17 16 14 8 6 15 16 22 15 12 e. Ending Occupied&Pre-leased 721 717 715 723 720 726 721 713 713 720 726 714 712 f. Down Units 16 11 13 11 13 13 13 14 13 8 13 19 18 g. Number of Wait List Contactees 608 314 401 216 279 433 113 314 311 295 309 171 299 h. Re-Cert Pkts Sent Out During Month 66 49 54 56 55 63 45 45 63 45 56 54 57 i. Number of Traffic Qualified 202 169 172 149 180 166 194 158 199 182 177 160 193 j. Number of Traffic Non-Qualified 2 2 0 3 5 4 5 2 3 1 0 1 37 11/0112019 Page 2 of 11 MOS Multi-Family 10.19 MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: Oct-19 REPORT DATE: 11/1/2019 REPORTED BY: TERESA VAKILI "SENIOR PROPERTIES" Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 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 1 1 1 c. Occupied Units 29 29 29 29 29 29 29 29 29 29 29 29 29 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 29 29 29 29 29 29 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 4 0 0 0 0 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 1 6 1 1 6 3 2 1 2 5 1 1 i. Number of Traffic Qualified 1 1 0 1 1 0 0 0 4 2 2 2 10 j. 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 0 1 1 1 1 1 0 1 0 0 0 c. Occupied Units 72 73 73 72 72 72 72 72 73 72 73 73 73 d. Pending Leases 1 0 2 2 2 1 1 1 1 1 1 0 3 e. Ending Occupied&Pre-leased 73 73 75 74 74 73 73 73 74 73 74 73 76 f. Down Units 0 0 0 0 0 0 0 0 0 0 I 0 0 0 g. Number of Wait List Contactees 73 36 82 81 34 43 40 39 63 54 39 38 34 h. Re-Cert Pkts Sent Out During Month 2 7 2 3 5 7 7 11 6 8 5 7 2 i. Number of Traffic Qualified 20 14 29 14 23 28 20 27 31 19 24 22 20 j. Number of Traffic Non-Qualified 25 7 5 6 2 7 8 6 11 13 6 7 6 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72 b. Vacant Units 3 0 1 2 0 1 0 1 1 1 1 0 0 c. Occupied Units 69 72 71 70 72 71 72 71 71 71 71 72 72 d. Pending Leases 3 0 0 3 0 1 1 1 2 2 1 0 0 e. Ending Occupied&Pre-leased 72 72 71 73 72 72 73 72 73 73 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 24 16 30 30 14 21 12 20 - 37 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 2 6 3 2 6 3 4 14 18 8 6 2 i. Number of Traffic Qualified 5 4 5 6 12 6 2 8 18 14 11 6 20 j. Number of Traffic Non-Qualified 1 0 1 4 2 3 3 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 1 1 0 0 0 c. Occupied Units 27 26 26 27 27 27 27 27 26 26 27 27 27 d. Pending Leases 0 2 0 0 0 0 0 0 1 1 0 0 0 e. Ending Occupied&Pre-leased 27 28 26 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 20 15 0 0 0 0 0 0 20 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 2 3 2 2 4 3 0 4 1 2 0 3 i. Number of Traffic Qualified 8 2 1 18 8 10 9 9 25 35 31 20 21 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 1 0 2 1 1 0 1 2 1 1 2 2 c. Occupied Units 149 149 150 148 149 149 150 149 _ 148 149 149 148 148 d. Pending Leases 1 2 0 2 0 2 0 1 2 1 0 1 1 e. Ending Occupied&Pre-leased 150 151 150 150 149 151 150 150 150 150 149 149 149 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 1 1 g. Number of Wait List Contactees 30 35 27 25 20 15 0 13 30 25 20 30 0 h. Re-Cert Pkts Sent Out During Month 6 5 7 13 5 6 7 20 19 15 14 17 9 i. Number of Traffic Qualified 56 34 20 49 33 47 34 35 39 45 38 29 29 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 11/01/2019 Page 3 of 11 MOS Senior 10.19 MONTHLY OCCUPANCY STATUS REPORT "SENIOR PROPERTIES" Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 ✓ 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 0 0 1 0 0 0 1 2 2 2 c. Occupied Units 15 15 15 15 15 14 15 15 15 14 13 13 13 d. Pending Leases 0 0 0 0 0 1 0 0 0 1 1 1 2 e. Ending Occupied&Pre-leased 15 15 15 15 15 15 15 15 15 15 14 14 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 6 5 0 0 49 47 5 15 h. Re-Cert Pkts Sent Out During Month 1 1 1 1 1 0 0 0 4 1 0 1 0 i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 2 3 3 3 10 j. 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 1 0 0 0 0 0 0 0 0 _ e. Ending Occupied&Pre-leased 14 14 14 14 15 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 0 1 1 1 4 0 2 0 0 0 i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 0 0 0 0 8 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY SENIOR PROPERTIES Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381 b. Vacant Units 6 3 3 6 3 5 2 4 5 6 5 5 5 c. Occupied Units 375 378 378 375 378 376 379 377 376 375 376 376 376 d. Pending Leases 5 4 2 7 3 5 2 3 6 6 3 2 6 e. Ending Occupied&Pre-leased 380 382 380 382 381 381 381 380 382 381 379 378 382 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 2 2 g. Number of Wait List Contactees 131 107 154 136 68 85 57 72 130 148 106 73 49 h. Re-Cert Pkts Sent Out During Month 16 19 26 23 17 30 24 41 48 47 34 32 17 i. Number of Traffic Qualified 90 55 55 88 77 91 65 79 119 118 109 82 118 j. Number of Traffic Non-Qualified 26 7 6 10 4 10 11 6 11 13 6 7 6 11/01/2019 Page 4 of 11 MOS Senior 10.19 MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET Multi-Family Complexes No. of Units Average Mo. Rent Extremely Low 0-30% 162 248 Very Low 251 456 31-50% Low 216 721 51-80% Moderate 81%-120% 71 1,017 Total 700 611 Senior Complexes _ No. of Units Average Mo. Rent Extremely Low 117 235 0-30 Very Low 167 420 31-50% Low 80 690 51-80% Moderate 12 948 81%-120% Total 376 573 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 , 1 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 I 69,700 I 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 7/1/19. Monthly rent is exclusive of Utility Allowance. 11/01/2019 Page 5 of 11 Summary Rpt#1 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: Oct-19 REPORT DATE: 11/1/2019 REPORTED BY: TERESA VAKILI CALIFORNIA DESERT LAGUNA ONE QUAIL PALM " L MULTI-FAMI Y" 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 1.VERY LOW:20%OF MEDIAN a. Studio 2 145 2 145 b. 1 BR,1 BA 3 165 1 142 8 154 12 156 c. 2 BR,1 BA 1 162 2 163 1 157 4 161 d. 2 BR,2 BA 1 157 1 169 5 162 7 162 e. Totals 20% 3 3 1- 1 IMMI 14 2 D_ 1 25 2.VERY LOW:21-25%OF MEDIAN a. Studio 5 193 5 193 b. 1 BR,1 BA 15 222 4 204 5 213 20 217 44 217 c. 2 BR,1 BA 3 223 2 226 1 218 6 223 d. 2 BR,2 BA 2 218 2 218 11 223 15 222 e. Totals 21-25% 15 9 7 2 34 2 0- 1 70 3.VERY LOW:26-30%OF MEDIAN a. Studio 1 244 1 244 b. 1 BR,1 BA 11 291 2 279 17 263 30 274 c. 2 BR,1 BA 1 355 6 348 4 363 2 342 3 343 16 351 d. 2 BR,2 BA 1 352 1 343 18 349 20 349 e. Totals 26-30% 11 2 3 1- 41 4 2- 3 67 4.VERY LOW:31-35%OF MEDIAN a. Studio 0 - b. 1 BR,1 BA 14 336 1 307 6 331 21 333 c. 2 BR,1 BA -- 1 408 1 408 d. 2 BR,2 BA 5 408 5 408 e. Totals 31-35% 14 11EM 0 0 12 0 0- 0 27 5.VERY LOW:36-40%OF MEDIAN a. Studio 3 333 3 333 b. 1 BR,1 BA 16 388 2 362 1 375 _ 18 384 37 384 c. 2 BR,1 BA 5 413 2 494 4 417 2 403 13 425 d. 2BR,2BA 4 417 1 403 14 410 19 411 e. Totals 36-40% 16 5 5 1- 37 2 4- 2E._ 72 6.VERY LOW:41-45%OF MEDIAN a. Studio 1 404 1 404 b. 1 BR,1 BA 11 445 1 443 2 430 - 11 435 25 439 c. 2 BR,1 BA 11 481 2 480 3 464 2 465 18 476 d. 2 BR,2 BA 6 465 6 465 10 476 22 470 e. Totals 41-45% 11 2 8 6 32 2 3 2 66 7.VERY LOW:46-50%OF MEDIAN a. Studio 2 470 1 441 3 460 b. 1 BR,1 BA 15 524 2 486 2 516 14 509 33_ 515 c. 2 BR,1 BA 11 564 9 561 5 541 2 542 27 557 d. 2 BR,2 BA 2 542 3 542 18 555 23 553 e. Totals 46-50% 15II= 4 5 3- 43 9- 5- 2 86 Total very low= 85 26 29 14 213 21 14 11 413 • Percent of total 62.04% 42.62%-61.70%1M 58.33% 58.84%Mr j 60.00%- 73.68%M'73.33%- 59.00% 8.LOWER: 51-55%OF MEDIAN a. Studio 5 488 5 488 b. 1 BR,1 BA 11 564 1 526 1 539 8 553 21 557 c. 2 BR,1 BA 8 604 7 598 1 587 1 588 17 600 d. 2 BR,2 BA 1 588 3 601 8 604 12 602 e. Totals 51-55% 111M 6 2 3 24 7 1- 1_� 55 9.LOWER:56-60%OF MEDIAN a. Studio 4 533 1 470 5 520 b. 1 BR,1 BA 5 633 2 599 4 594 9 602 20 608 c. 2 BR,1 BA 1 635 9 668 3 684 2 649 1 650 16 666 d. 2 BR,2 BA 3 678 2 650 10 671 15 670 e. Totals 56-60% 5 7 8 2- 28 3 2M' 1 b 56 11/01/2019 Page 6 of 11 Rpt#1 Multi-Family 10.19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT 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 v OCC AR OCC AR 10.LOWER:61-65%OF MEDIAN a. Studio 1 573 1 573 b. 1 BR,1 BA 7 665 2 656 1 649 12 657 22 659 c. 2 BR,1 BA 1 697 2 717 1 711 1 711 5 711 d. 2 BR,2 BA 7 717 7 717 e. Totals 61-65% 7 4 1 0 21 1Eni 1 0 35 11.LOWER:66-70%OF MEDIAN a. Studio 1 772 1 772 b. 1 BR,1 BA 6 873 1 844 6 869 13 869 c. 2 BR,1 BA 2 889 1 945 1 945 4 917 d. 2 BR,2 BA l 1 1,006 3 970 4 979 e. Totals 66-70% 6 2® 0 1_ 11_ 1 1_ 0_ 22 lI 12.LOWER:71-75%OF MEDIAN a. Studio 1 772 1 772 b. 1 BR,1 BA 5 918 4 865 9 894 c. 2 BR,1 BA 1 1,067 3 1,030 4 1,039 d. 2 BR,2 BA 2 1,060 1 1,020 4 1,041 7 1,043 e. Totals 71-75% 5 1_ 3! 1 11 0 lid 0 0 a= 21 13.LOWER:76-80%OF MEDIAN a. Studio 3 735 3 735 b. 1 BR,1 BA 8 872 1 906 6 875 15 875 c. 2 BR,1 BA 1 1,140 1 1,140 d. 2 BR,2 BA 8 1,093 8 1,093 e. Totals 76-80% 8_ I4 01 0 14 1MIN 0 , 0 27 9 13 5 2 T• Percent of total 30.66% 39.34% 29.79%I 29.17%l 24 14 30.110% 37.14% 26.32% 13.33%- 30.86% I 14.MODERATE:81-120%OF MEDIAN a. Studio 5 772 5 772 b. 1 BR,1 BA 9 897 4 912 12 890 25 896 c. 2 BR,1 BA 1 1,232 1 1,232 9 1,103 1 1,232 2 1,148 14 1,137 d. 2 BR,2 BA 1 1,232 4 1,108 3 1,171 19 1,097 27 1,112 Total moderate= 10 11 4 3 40 1 0 2 71 Percent of total 7.30% 18.03% 8.51% 12.50% 11.05% 2.86% 0.00% 13.33% 10.14% 15.Total units occupied: 137 61 47 24 362 35 19 15 700 16.Occupancy rate= 97% 95% 98% 100% 94% 97% 95% 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 const/renov 98% 1 11/0112019 Page 7 of 11 Rpt#1 Multi-Family 10,19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: Oct-19 REPORT DATE: 11/1/2019 REPORTED BY: TERESA VAKILI CANDLEWOOD CARLOS CATALINA LA ROCCA LAS SERENAS PUEBLOS SAGE 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 AR OCC AR 1.VERY LOW:20%OF MEDIAN a. Studio 2 219 4 133 2 77 8 140 b. 1 BR,1 BA 3 153 1 149 I 2 156 6 153 c. 2 BR,1 BA 0 - d. 2 BR,2BA 0 e. Totals20% 3 2 5 0..1_ 4 0- 0 14 2.VERY LOW:21-25%OF MEDIAN a. Studio 9 276 9 187 16 214 34 223 b. 1 BR,1 BA 3 200 2 212 5 255 8 222 1 224 1 197 20 225 c. 2 BR,1 BA 3 218 3 218 d. 2 BR,2 BA 0 - e. Totals 21-25% 6 9- 11 5- 24 1 1- 57 3.VERY LOW:26-30%OF MEDIAN a. Studio 5 343 12 247 12 262 29 270 b. 1 BR,1 BA 2 243 5 279 5 326 5 264 17 284 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 26-30% 2 5 17- 5 12 0 5 46 4.VERY LOW:31-35%OF MEDIAN a. Studio 7 391 7 282 6 322 20 332 b. 1 BR,1 BA 3 322 5 323 3 371 6 384 3 333 1 307 21 348 c. 2 BR,1BA 0 d. 2 BR,2 BA 0 - e. Totals 31-35% 3 7 12 3 12 3 1_ 41 5.VERY LOW:36-40%OF MEDIAN a. Studio 6 443 5 329 16 378 27 384 b. 1 BR,1 BA 2 369 1 493 3 378 6 423 9 397 3 382 2 385 26 400 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 36-40% 2 7 8- 6 25 3- 2- 53 6.VERY LOW:41-45%OF MEDIAN a. Studio 5 506 5 378 13 433 23 437 b. 1 BR,1 BA 4 431 1 555 2 439 2 473 5 477 2 443 16 461 c. 2BR,1BA 0 - d. 2 BR,2 BA 0 - e. Totals 41-45% 4 6 7 2 18 2 0- 39 7.VERY LOW:46-50%OF MEDIAN a. Studio 4 572 2 464 12 512 18 520 b. 1 BR,1 BA 3 505 2 632 2 493 2 561 5 558 1 533 1 486 16 543 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 46-50% 3 EMI 6- 4- 2- 17=MI 1! A 1_ 34 Total very low= 23 42 64 23 112 10 10 284 Percent of total 79.31% 157.53%- 88.89% 85.19% 75.68%_76.92%r_. 71.43%� 75.53% 8.LOWER:51-55%OF MEDIAN a. Studio 9 611 4 538 13 588 b. 1 BR,1 BA 2 551 2 678 1 533 1 588 2 537 2 543 10 574 c. 2 BR,1 BA 1 583 1 583 d. 2 BR,2 BA 0 - e. Totals 51-55% 3 11 1 0 5 2 2_ 24 9.LOWER:56-60%OF MEDIAN a. Studio 7 669 5 592 12 637 b. 1 BR,1 BA 1 627 2 740 2 608 1 637 4 649 1 631 1 581 12 647 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 56-60% 1 9 2 1 9 1 I I iiM24 11/0112019 Page 8 of 11 Rpt#1 Senior 10.19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT CANDLEWOOD CARLOS CATALINA LA ROCCA LAS SERENAS PUEBLOS SAGE 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 AR OCC AR 10.LOWER:61-65%OF MEDIAN a. Studio 4 724 4 669 8 696 b. 1 BR,1 BA 1 643 1 692 4 723 6 705 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 61-65% 1 4 0[. 1- 8 0 I: 0- 14 Immr- 11.LOWER:66-70%OF MEDIAN a. Studio 2 949 1 709 2 883 5 874 b. 1 BR,1 BA 0 - c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 66-70% 0 2 1 0 2- 0 0 12.LOWER:71-75%OF MEDIAN a. Studio 2 926 1 709 1 920 4 870 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 2 1 1 1 0 0- IIMMI 13.LOWER:76-80%OF MEDIAN a. Studio 2 926 1 709 3 900 6 877 b. 1 BR,1 BA 1 1,065 1 906 2 986 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 76-80% 0 2 1 0 4=MI 0- 1 Total lower= 5 30 6 3 29 3 4 80 Percent of total 17.24% 41.10% 8.33% 11.11% 19.59% 23.08% 28.57% 21.28% 14.MODERATE:81-120%OF MEDIAN a. Studio 1 709 4 891 57 b. 1 BR,1 BA 1 916 1 856 1 905 3 1,066 6 c. 2 BR,1 BA 0 d. 2 BR,2 BA 1 1,232 1 Total moderate= 1- 1 -,,, 2 1- 7- 0 0 1 12 Percent of total 3.45% 1.37% 2.78% 3,70% 4.73% 0.00% 0.00% 3.19% 15.Total units occupied: 29 73 72 27 148 13 14 376 16.Occupancy rate= 97% 100% 100% 100% 99% 87% 100% 99% NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total renta 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 II 99% II 11/01/2019 Page 9 of 11 Rpt#1 Senior 10.19 REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH: Oct-19 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili REPORT DATE: 11/1/2019 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 26 29 14 213 21 14 11 413 Total rental income 30,693 7,601 10,818 5,767 79,814 9,227 6,449 4,224 154,593 Per occupied unit 361 292 373 412 375 439 461 384 374 LOWER:51%-->80% Occupied units 42 24 14 7 109 13 5 2 216 Total rental income 30,828 15,307 9,548 5,129 81,175 9,034 3,541 1,238 155,800 Per occupied unit 734 638 682 733 745 695 708 619 /21 MODERATE:81%-->120% Occupied units 10 11 4 3 40 1 - 2 71 Total rental income 9,305 9,972 4,432 3,513 41,450 1,232 2,296 72,200 Per occupied unit 931 907 1,108 1,171 1,036 1,232 1,1z6/ 1,017 Summary Income: Rental 70,826 32,880 24,798 14,409 202,439 19,493 9,990 7,758 382,593 Other Income: Laundry 220 407 476 425 2,751 722 230 - 5,231 Other 443 (3,400) (573) (531) 6,352 160 722 6 3,178 Total Operating Income 71,489 29,887 24,701 14,303 211,542 20,375 10,942 7,764 391,002 Occupied Units 137 61 47 24 362 35 19 15 700 Income per occupied unit 522 490 526 596 584 582 576 510 559 EXPENSES Operating Expenses: Payroll 19,118 9,163 9,444 4,109 57,936 5,280 4,939 2,927 112,916 Per occupied unit 140 150 201 171 160 151 260 195 161 Administrative 7,796 2,670 2,834 947 16,826 1,768 1,036 715 34,592 Per occupied unit 57 44 60 39 46 51 55 48 49 Advertising/Promotion 180 100 100 30 63 - - 194 667 Per occupied unit 1 2 2 1 0 - - 13 1 Contract Services 5,189 2,538 2,320 1,903 13,486 1,740 1,135 1,228 29,541 Per occupied unit 38 42 49 79 37 50 60 82 zi2 Utility Services 14,123 6,623 4,661 2,626 26,235 2,385 1,298 1,400 59,350 Per occupied unit 103 109 99 109 72 68 68 93 85 Maintenance 11,854 1,864 1,191 817 56,395 2,548 165 461 75,294 Per occupied unit 87 31 25 34 156 73 9 31 108 Replacement expense - - - - 48,436 - 500 - 48,936 Per occupied unit - - - - 134 - 26 - 70 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 58,260 22,957 20,550 10,432 219,377 13,722 9,072 6,926 361,296 Per occupied unit 425 376 437 435 606 392 477 462 516 Summary Revenue and Expenses Total Operating Income 71,489 29,887 24,701 14,303 211,542 20,375 10,942 7,764 391,002 Total Operating Expenses 58,260 22,957 20,550 10,432 219,377 13,722 9,072 6,926 361,296 Monthly Net Operating Income 13,229 6,929 4,151 3,871 (7,8351 6,654 1,870 838 29,707 Per occupied unit 97 114 88 161 (22) 190 98 -3 FYTD Net Operating Income" _ 76,383 27,028 15,210 16,560 287,187 30,159 9,827 4,720 467,074 I 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 I 860,065 •For comparison purposes,Net Operating Income 1TD 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). 11/01/2019 Page 10 of 11 Rpt#2 Multi-Family 10.19 REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH: Oct-19 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili REPORT DATE: 11/1/2019 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 23 42 64 23 112 10 10 284 Total rental income 7,142 17,162 18,197 8,624 39,615 3,788 3,080 97,608 Per occupied unit 311 409 284 375 354 379 308 344 LOWER: 51%-->80% Occupied units 5 30 6 3 29 3 4 80 Total rental income 2,955 21,516 3,876 2,234 20,315 1,705 2,394 55,174 Per occupied unit 591 717 646 745 701 598 690 MODERATE:81%-->120% Occupied units 1 1 2 1 7 - - 12 Total rental income 916 1,232 1,565 905 6,762 11,380 Per occupied unit 916 1.232 783 905 966 i.. Summary Income: Rental 11,013 39,910 23,638 11,763 66,692 5,493 5,653 164,162 Other Income: Laundry 324 269 1,116 - 582 7 - 2,298 Other 1,219 164 140 728 5,001 - 695 7,947 Total operating income 12,556 40,343 24,894 12,491 72,275 5,500 6,348 174,406 Occupied Units 29 73 72 27 148 13 14 376 Income per occupied unit 433 553 346 463 488 423 453 46-' EXPENSES Operating Expenses: Payroll 4,921 13,637 9,748 4,234 15,221 2,958 1,713 52,431 Per occupied unit 170 187 135 157 '103 228 122 139 Administrative 1,206 3,466 3,449 1,311 6,443 616 550 17,041 Per occupied unit 42 47 48 49 44 7 39 45 Advertising/promotion - 385 409 - 241 - 30 1,065 Per occupied unit - 5 6 2 - 2 3 Contract services - 2,593 2,410 1,988 5,050 425 970 13,437 Per occupied unit - 36 33 74 34 33 69 36 Utility services 2,083 8,364 5,592 1,761 9,168 858 1,020 28,846 Per occupied unit 72 115 78 65 62 ii,C 73 77 Maintenance 697 773 1,491 433 4,383 944 392 9,114 Per occupied unit 24 11 21 16 30 7:1 28 24 Replacement expense - - - 562 6,180 - - 6,742 Per occupied unit - - - 21 42 - 18 Capital expense - - - - - - - - Per occupied unit - - - Total Operating Expenses 8,907 29,218 23,100 10,290 46,685 5,801 4,676 128,676 Per occupied unit 307 400 321 315 446 334 342 Summary Revenue and Expenses Total Operating Income 12,556 40,343 24,894 12,491 72,275 5,500 6,348 174,406 Total Operating Expenses 8,907 29,218 23,100 10,290 46,685 5,801 4,676 128,676 Monthly Net Operating Income c 3,649 11,125 1,794 2,201 25,590 (301) 1,672 45,730 Per occupied unit 126 152 25 82 173 (23) 119 122 FYTD Net Operating Income° (595) 59,009 (4,540) 12,495 132,467 (1,962) 524 I 197,398 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 0T0 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) 1110112019 Page 11 of 11 Rpt#2 Senior 10.19 Palm Desert Housing Authority Project Report November 2019 California Villas-141 Units 77-107 California Drive • Completed one(1)make ready unit which includes painting,cleaning and maintenance • Replaced eight(8)refrigerators in units#A-7,B-1,C-6,G-7,G-16,G-17,G-19 and I-2 through Edison's Multi Family Common Area Measures Program • Replaced A/Cs in laundry room,office and shop through Edison's Multi Family Common Area Measures Program • Replaced damaged galvanized fitting and 2-way cleanouts for Buildings G,H and I • Repaired and refinished cracked tub in the bathroom of unit#G-8 • Removed trees inside patios of units#A-1,B-4,D-17,F-3 and F-8 • Replaced broken spa flowmeter • Irrigation repairs throughout the property • Detailed office,clubhouse,restrooms and laundry room • Cleaned and detailed pool,dumpsters and enclosures 10/31/19 #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) 27 0/1 3/3 0 2 Candlewood-30 Units 74-000 Shadow Mountain Drive • A/C repair in unit#25,sealed the supply plenum and adjusted air shutters and gas pressure • Installed new dishwasher and garbage disposal in unit#2 • Replaced broken pump for spa circulation system • Replaced vinyl in the bathroom and kitchen of unit#D due to age and discoloration • Cleaned debris and leaves around parking lots and carports • Cleaned and detailed elevator,pools,laundry room,dumpsters and enclosures 10/31/19 #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 Carlos Ortega Villas—73 Units 77-915 Avenue of the States • Completed one(1)make ready unit which includes painting,cleaning and maintenance • Put new life ring with rope for the pool • Detailed clubhouse,office and pool • Cleaned debris and leaves around sidewalks,parking lots and carports 10/31/19 #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) 15 0/0 0/0 0 0 1 Palm Desert Housing Authority Project Report November 2019 Catalina Gardens-72 Units 73-600 Catalina Way • A/C repair in units#L-3 and#P-3,replaced bad TXV valves • Fixed fire alarm panel that had ground fault due to corroded PIV • Checked all fire extinguishers • Detailed office,clubhouse,pool,restrooms,mailboxes and laundry room • Cleaned debris and leaves around walkways,carports,dumpster and enclosures 09/30/19 #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) 60 0/0 0/0 0 0 Desert Pointe-64 Units 43-805 Monterey Avenue • Completed two(2)make ready units which included painting, cleaning and maintenance • Irrigation repairs by pool planters • Replaced missing plants • Painted property monument sign and front exterior of the office • Cleaned and detailed pool area • Cleaned debris and leaves around walkways,dumpster area,parking lots and carports 10/31/19 #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 Laguna Palms-48 Units 73-875 Santa Rosa Way • Repaired lamp post between unit#39 and#44,welded to the existing concrete pedestal.Also installed new light fixture. • Installed new water pressure regulator in unit#36 • Replaced common area lightings through Edison's Multi Family Common Area Measures Program • Put new life ring with rope for the pool • Trimmed trees throughout the property • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed laundry,pool area,dumpsters and enclosures 10/31/19 #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 November 2019 La Rocca Villas-27 Units 72-135 Golden Eagle Lane • Replaced three(3)A/Cs in units#42051,42093 and 42203 through Edison's Energy Saving Assistance Program • Replaced Split A/C in the Clubhouse through Edison's Multi-Family Common Area Measures Program • Installed 125 units of LED landscape lights,60 units of LED patio lights and 56 units of LED flood lights in planters through Edison's Multi-Family Common Area Measures Program • Painted all lamp posts throughout the property • Detailed clubhouse,restrooms and laundry room • 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 10/31/19 #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 • Replaced three(3)A/Cs in units#113, 114 and#155 through Edison's Energy Saving Assistance Program • Repaired broken wheel on dumpster#1 • Tub conversion to walk-in shower for units#137 and 235 • Installed new water heater for unit#117 and#233 • Cleaned office,clubhouse,pool furniture,laundry and restrooms • Checked lighting throughout the property • Cleaned debris and leaves in carports and throughout the property due to winds • Cleaned and detailed pool decks,dumpsters and enclosures 10/31/19 #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 1/1 0/0 0 0 Neighbors-24 Units 73-535 Santa Rosa Way • Repaired two(2)washing machines and one(1)dryer in the laundry room • Replaced pool and spa lighting through Edison's Multi Family Common Area Measures Program • Irrigation repair outside of pool deck • Touch-up painting throughout the property • Cleaned and detailed pool,stairs,dumpsters and enclosures • De-webbed,cleaned debris and leaves throughout the property 10/31/19 #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 November 2019 One Quail Place-384 Units 72-600 Fred Waring Dr. • Completed four(4)make ready units which included painting,cleaning,and maintenance • Fixed ceiling leak in the master bedroom of unit#3305 and replaced damaged drywall • Repaired broken main water line for unit#701 • Tub conversion to walk-in shower in unit#701,reasonable accommodation • Repaired and refinished cracked tub in the bathroom of occupied unit#4204 • Replaced and welded Kant slam gate closers for pool gates#1 and#2 • Removed shopping carts from the property • Irrigation repair by Building 40 • De-webbed,cleaned debris and leaves throughout the property • Cleaned and detailed boiler area,pools,dumpsters and enclosures 10/31/19 #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) 125 0/0 4/6 3 10 Palm Village-36 Units 73-650 Santa Rosa Way • Replaced broken lamp posts in front of unit#310 and#312 • Detailed laundry • Repaired and refinished cracked tub in the bathroom of unit#113 • Cleaned and checked all light fixtures throughout the property • Cleared rain drains,routine maintenance • Cleaned and detailed stairs,dumpster areas and enclosures 10/31/19 #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 Pueblos-15 Units 73-695 Santa Rosa Way • Pool light replacement through Edison's Multi Family Common Area Measures Program • Routine monthly inspection of 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 10/31/19 #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 4 Palm Desert Housing Authority Project Report November 2019 Sage Crest Senior-14 Units 73-811 Santa Rosa Way • Replaced common area lightings through Edison's Multi Family Common Area Measures Program • Touch-up painting throughout the property • Routine monthly inspection of fire extinguishers • Detailed elevator,carport and curbs • Power washed dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout the property 10/31/19 #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 Santa Rosa—20 Units 73-625 Santa Rosa Way • Replaced landscape lightings and A/C in the laundry room through Edison's Multi Family Common Area Measures Program • Detailed laundry room • Cleaned stairs throughout property • De-webbed,cleaned debris and leaves around parking lots, dumpster area and enclosures 10/31/19 #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 Taos Palms-16 Units 44-830 Las Palmas • Completed one(1)make ready unit which included painting,cleaning and maintenance • Irrigation repairs by units#10 and#11 • A/C repair for unit#7,replaced the A/C fan blower • 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 10/31/19 #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 10/31/19 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) 356 1/2 7/9 3 12 5