HomeMy WebLinkAbout2020-11-04 HC Regular Meeting Agenda Packet PALM DESERT HOUSING AUTHORITY
A" ; REGULAR PALM DESERT HOUSING COMMISSION MEETING
f f^
;
AGENDA
�.$,�, �`me if.
f WEDNESDAY, NOVEMBER 4, 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 housinq@cityofpalmdesert.orq. Voicemalls 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) 776-6412, at least 24 hours in advance
for assistance with access to any of the Agenda, materials, or remote
participation.
AGENDA
REGULAR HOUSING COMMISSION MEETING — VIRTUAL NOVEMBER 4, 2020
IV. CONSENT CALENDAR
A. MINUTES of the Virtual Regular Housing Commission meeting of October 7, 2020.
Rec: Approve as presented.
Action:
V. ACTION ITEMS
A. REQUEST FOR CONSIDERATION of a recommendation to accept the work as
complete for Contract No. HA39210 with Ojeda Pool and Spa, for repairs and
resurfacing of four (4) existing pools and spas, located at Candlewood Apartments
and One Quail Place Apartments (Project No. 832-19).
Rec: By Minute Motion, recommend approval to accept the work as complete for
Contract No. HA39210 with Ojeda Pool and Spa, for repairs and resurfacing of four
(4) existing pools and spas, located at Candlewood Apartments and One Quail
Place Apartments (Project No. 832-19).
Action:
B. REQUEST FOR CONSIDERATION for a recommendation to Adopt Resolution
No. HA- amending the Administrative Plan for the Housing Authority's
affordable residential communities and authorizing the Executive Director to take
appropriate actions for implementation.
Rec: By Minute Motion, recommend to Adopt Resolution No. HA- amending
the Administrative Plan for the Housing Authority's affordable residential
communities.
Action:
VI. 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
• Summary of City Council and Housing Authority Actions
C. RPM Company Monthly Reports
• Monthly Occupancy Status Report August 2020
• Monthly Occupancy and Average Rent Summary August 2020
• Report#1 — Monthly Occupancy and Average Rent Statement August 2020
2
AGENDA
REGULAR HOUSING COMMISSION MEETING — VIRTUAL NOVEMBER 4, 2020
• Report#2 — Monthly Net Operating Income Statement August 2020
• Palm Desert Housing Authority Project Report for September 2020
D. Update on the Home Improvement Program
ACTIVITY September 2020
Inquiries (Calls, Walk-Ins, Emails): 0
Applications Provided: 0
Applications Received: 0
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)
VII. 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 29th day of October 2020.
Melinda Gonzalez, Recording Se tary
3
CITY OF PALM DESERT
:°'••�'�' ik•: REGULAR PALM DESERT HOUSING COMMISSION MEETING
lir ! : PRELIMINARY MINUTES
0 '&
� 0:
••.. TnEs� .•• WEDNESDAY, OCTOBER 7, 2020
(VIRTUAL MEETING)
3:30 P.M.
CITY OF PALM DESERT, CALIFORNIA
I. CALL TO ORDER
Chair Mireles called the meeting to order at 3:31 p.m.
II. ROLL CALL
Present: Absent:
Commissioner Donna Ault
Commissioner Jann Buller
Commissioner Dennis Guinaw
Commissioner Melody Morrison
Vice-Chair Gregory Ballard
Chair Juan Mireles
Also Present:
Randy Bynder, Interim Executive Director
Andy Firestine, Assistant City Manager
Kathleen Kelly, City Council Member Liaison
Ryan Stendell, Director of Community Development
Jessica Gonzales, Senior Management Analyst
Randy Bowman, Senior Project Manager
Teresa Vakili, RPM Company
Melinda Gonzalez, Recording Secretary
III. ORAL COMMUNICATIONS
None
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL OCTOBER 7, 2020
IV. CONSENT CALENDAR
A. MINUTES of the Virtual Regular Housing Commission meeting of September 2,
2020.
Chair Mireles referenced the informational presentation by city staff member,
Christopher Gerry, on the City's Emergency Rental Assistance Program,
conducted at the Housing Commission meeting on September 2, 2020 and
inquired as to whether the program was still active. Senior Management Analyst,
Jessica Gonzales informed the program is still active and currently the contracted
consultant, Jewish Family Service of the Desert is reviewing applications received
by interested households from qualified properties.
Chair Mireles observed Jewish Family Service of the Desert is a non-profit
organization and inquired about the process for providing them a thank you letter
or a certificate of appreciation at the conclusion of the program as a gesture of
appreciation for their assistance with the implementation of the program.
Councilmember Kathleen Kelly, shared that at the last council meeting Mr. Gerry
presented an update to City Council regarding the program and councilmembers
were very complimentary to Jewish Family Service of the Desert and their
collaboration with the City. She commented this request would be an appropriate
follow up.
Rec: Approve as presented.
Upon a motion by Commissioner Ault, 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: None).
V. NEW BUSINESS
A. REQUEST FOR CONSIDERATION of a recommendation to the Authority Board
for approval to reject the lowest bid submitted by Chapman Coast Roof Co., Inc.
as nonresponsive, and authorize the award of Contract No. HA40260 to Best
Contracting Services, Inc. of Gardena, California for One Quail Place Roof Repair
and Candlewood Apartments Roof Replacement, in the total amount of$1,248,666
and authorize the use of Garland/DBS, Inc., for the purchase of Roof Materials and
Supplies.
Senior Management Analyst, Jessica Gonzales, informed the commission of the
approach and scope to address the roofing system at both Properties, One Quail
Place and Candlewood. Staff developed the solicitation to include the purchasing
of the roofing materials through Garland under a government cooperative program
with the labor being solicited formally through a bidding process. The project
includes, roof replacement of all four (4) apartment buildings and two (2) car ports
at the Candlewood Apartments property; and repair of fifteen (15) apartment
buildings at the One Quail Place property.
2
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL OCTOBER 7, 2020
Mrs. Gonzales advised the recommendation by staff as provided on the staff report
reflects the result of the solicitation. Mrs. Gonzales continued and explained the
solicitation for bids required the submittal of original bid bonds to the City Clerk
prior to the submittal deadline. Chapman Coast Roof Co. did not submit the
required original bid bonds with their submittal, providing them an unfair competitive
advantage and rendering their bid nonresponsive. Therefore, staff is requesting a
recommendation to the Authority Board to reject the lowest bid provided by
Chapman Coast Roof Co. and to authorize the award of contract to the next lowest,
responsive bidder, Best Contracting Services, Inc. The total requested amount for
this project is $1,248,666 which includes labor by Best Contracting Services, Inc.
and $511,164.19, the additional amount for the purchase cost of Garland products
being provided for the project. Mrs. Gonzales invited questions regarding this item.
Upon inquiry by Commissioner Morrison, Mrs. Gonzales stated the warranty for
the work being completed is fifteen years for the restoration/repair work at One
Quail Place and thirty years for the roof replacement at Candlewood.
Upon further inquiry by Chair Mireles, Ms. Gonzales reiterated the warranty
information adding that the continued use of Garland products allowed for a fifteen
year warranty versus other competitors who only offer a five year warranty for their
product.
Commissioner Morrison inquired as to whether this work included the roof repairs
needed as a result of the fire incident at One Quail Place occurring in the last year.
Mrs. Gonzales stated this project is separate from the repairs completed on the
buildings affected by the previous fire incident and noted those repairs have
already been addressed and were covered by the Authority's insurance company.
In response to further inquiry by Commissioner Morrison, Mrs. Gonzales advised
the work completed on the affected units required the use of the insurance
company's approved contractors and did not include Garland. Upon inquiry by
Chair Mireles, Mrs. Gonzales stated the warranty for the work completed through
the insurance is typically fifteen years.
Chair Mireles commented on the significant amount of work put into the bid packet
and asked who was responsible for the putting it together. Mrs. Gonzales
introduced city staff member, Randy Bowman, and informed the packet was a
collaboration being led by Mr. Bowman with the Public Works department and
herself with the Housing Division. She noted the joint team effort with Mr. Bowman
and city staff member, Jeremy Frey, has been a great experience and an efficient
process.
Upon a motion by Vice Chair Ballard, second by Commissioner Morrison, and
a 6-0 vote of the Housing Commission the recommendation to reject the lowest
bid submitted by Chapman Coast Roof Co., Inc. was approved for
recommendation as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and
Morrison; NOES: None; ABSENT: None).
Upon a motion by Commissioner Buller, second by Commissioner Ault, and a
6-0 vote of the Housing Commission the recommendation to authorized the award
3
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL OCTOBER 7, 2020
of contract HA40260 to Best Contracting Services, Inc. and remaining related
actions were approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles,
and Morrison; NOES: None; ABSENT: None).
VI. CONTINUED BUSINESS
None
VII. OLD BUSINESS
None
VIII. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
None
B. Commission Reports
Mrs. Gonzales acknowledged the Administrative Plan Exhibits C through F. She
reminded Commissioners they would be reviewing each section of the
Administrative Plan to make any necessary changes before taking action to
recommend approval of the document as a whole to the Housing Authority Board
during a future meeting. Mrs. Gonzales informed these were the final
sections/exhibits of the Administrative Plan that needed to be reviewed. Mrs.
Gonzales stated Exhibit C, Utility Allowances, has been modified so that it is now
reflected in the "definitions" section of the Administrative Plan and clarifies that the
utility allowance used for the rental rate is updated annually. As for Exhibit D, Pet
Policy, clarification was requested as to which pets were permitted to avoid
confusion, therefore, the term "pet policy" was revised to "animal policy" and
definitions were provided for service animals and assistance animals. Additionally,
clarification was provided as to which animals were permitted under these
categories. Mrs. Gonzales stated Exhibit E, Zero Tolerance Policy and Exhibit F,
House Rules, contained very minimal changes and invited questions regarding the
exhibits.
Upon inquiry by Commissioner Buller, Mrs. Gonzales informed the animal policy
follows federal and state law in which dogs are the only permitted service animal.
She noted ponies are another permitted service animal, however, that is on a case
by case basis, therefore, the policy has defined a dog as the only permitted service
animal. Additional questions were invited, to which there were none. Mrs.
Gonzales stated with all the sections having been reviewed by the commission,
she will present the Administrative Plan as a whole at a future meeting for the
commission's consideration.
4
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL OCTOBER 7, 2020
In response to inquiry by Commissioner Morrison regarding the availability of
common areas for tenant gatherings, Mrs. Gonzales clarified Exhibit F, House
Rules is separate from the current circumstances which the pandemic has created.
At this time, the Housing Authority is following state regulations which designates
the common areas to be closed until further guidance has been provided which
would permit these gatherings following the specified limitations.
C. Summary of City Council and Housing Authority Actions
A memo from Senior Management Analyst, Jessica Gonzales summarizing
approved action items from City Council and the Housing Authority Board meetings
was provided to commission members for review. Ms. Gonzales commented that
all items listed on the summary which went before City Council and the Housing
Authority Board at their meetings held between July 9, 2020 and September 24,
2020 were approved. Additionally, one agenda item will be presented to the
Housing Authority Board at their regularly scheduled meeting on October 15, 2020.
D. RPM Company Monthly Reports for July 2020
RPM Company Vice President, Teresa Vakili, acknowledged the RPM reports
provided to Commissioners for the month of July 2020. Ms. Vakili reported
currently the occupancy rate is a 97%. She stated staff has completed 92 re-
certifications in the reporting month. Ms. Vakili stated of the occupied units
approximate 30% are extremely low income households, 38% are very low, 25%
are low income and 7% are moderate income households. Ms. Vakili shared
COVID impacted residents have been able to participate in the County's rental
assistance payments through the United Lift Rental Assistance Fund program.
Upon inquiry by Chair Mireles, Ms. Vakili stated each household had different
circumstances so some of the residents are now current on their rental payments
and some have a credit for future rental payments because the amount approved
exceeded their arrears. Ms. Vakili invited additional questions, to which there were
none.
E. Update on Housing Authority Properties for August 2020
Ms. Vakili acknowledged the Housing Authority Properties Projects report for the
month of August 2020. She reported 409 service requests were completed in the
reporting month. Ms. Vakili apologized noting this number is different from the one
reflected in the report provided for the Agenda because of a miscalculation of the
total service calls reported. Ms. Vakili further reported the restoration and
plastering of the pool decks for Candlewood and pools 1, 2, and 3 located at One
Quail Place have been completed.
5
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL OCTOBER 7, 2020
F. Update on the Home Improvement Program
ACTIVITY September 2020
Inquiries (Calls, Walk-Ins, Emails): 0
Applications Provided: 0
Applications Received: 0
Applications being processed: 0
Eligible (Possibly meets criteria): 0
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 0
(JHC Construction — SCE/Gas Co)
A summary of the Home Improvement Program activity for September 2020 was
provided to commission members for review on the Agenda. Mrs. Gonzales
reported there was no activity during the month of September 2020. She invited
questions and/or comments, to which there were none.
Chair Mireles commented he would like to hear from Mr. Gerry regarding additional
funding sources available to continue the rental assistance program after the use
of the$241,000 allocation initially received for the program. Mrs. Gonzales advised
that allocation was federally funded and additional funding would most likely
generate from the approval of another stimulus. Mrs. Gonzales stated she would
follow up with Mr. Gerry regarding this inquiry. Director of Community
Development, Ryan Stendell, observed that Mr. Gerry has been extremely
resourceful with identifying available funding sources for the City.
Commissioner Guinaw observed given the current situation, an update on
homelessness efforts may be appropriate at this time. Ms. Gonzales stated she
would reach out to Mr. Gerry to request this update. Councilmember Kelly shared
an update would be timely as there has been a significant change with the
Coachella Valley Association of Governments (CVAG) having shifted services
from an outside provider to a local provider. Councilmember Kelly added that one
of the items holding up additional federal funding is disagreement with local
government help.
IX. ADJOURNMENT
With Commission concurrence, Chair Mireles adjourned the meeting at 4:11 p.m.
Melinda Gonzalez, Recording Secretary
6
Contract No. HA39210
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
Joint Public Works and Community Development Department
MEETING DATE: November 19, 2020
PREPARED BY: Randy Bowman, Senior Project Manager
Jessica Gonzales, Senior Management Analyst
REQUEST: Accept the work as complete for Contract No. HA39210 with Ojeda Pool
and Spa, for repairs and resurfacing of four (4) existing pools and spas,
located at Candlewood Apartments and One Quail Place Apartments
(Project No. 832-19).
Recommendation
By Minute Motion, that the Authority Board,
1) Accept the work as complete for Contract No. HA39210 with Ojeda Pool and
Spa, a Sole Proprietorship, for repairs and resurfacing of four (4) existing pools
and spas located at the Palm Desert Housing Authority ("Authority") properties
known as Candlewood Apartments and One Quail Place Apartments as; and
2) Authorize the Secretary to file a Notice of Completion for the project; and
3) Authorize the Chairman and/or the Executive Director to execute the Notice of
Completion and any documents necessary to facilitate the filing of the Notice
of Completion.
Housing Commission Recommendation
The Housing Commission will review this recommendation at its regular meeting of November
4, 2020. Upon request, a verbal report will be provided at the Authority's meeting of
November 19, 2020.
Strategic Plan
This request does not apply to a specific strategic plan goal.
Background Analysis
On February 27, 2020, the Authority authorized the awarded of Contract HA39210 to Ojeda
Pool and Spa, for repairs and resurfacing of four (4) existing pools and spas located at the
Authority properties known as Candlewood Apartments and One Quail Place Apartments in
the amount of $326,061. The Notice to Proceed was issued on July 23, 2020. On August
31, 2020, Change Order No. 1 was approved in the amount of $7,640.00, by the Executive
Contract No. HA39210
November 19, 2020 Meeting - Staff Report
Housing —Accept Contract HA39210 as complete and file NOC.
Page 2 of 2
Director, authorized as part of the award of contract, bringing the contract total to $333,701.
Change Order No. 1 also authorized five (5) additional contract days.
All contract work has been satisfactorily completed and final inspections have been
conducted by all City of Palm Desert departments and the Authority's property management.
Staff requests that the Authority Secretary be authorized to file a Notice of Completion with
the County Recorder as acceptance that Contractor has completed all work.
Fiscal Analysis
There is no fiscal impact associated with this action.
LEGAL REVIEW DEPT. REVIEW DEPT. REVIEW FINANCIAL
REVIEW
N/A 7dGLL C�-�ZCCQ Zlf cf'festd&[[ 2afrn,�Pl. 1fl
Robert W. Tom Garcia Ran Stendell
Director of Public y Janet M. Moore
Hargreaves Director of Community Director of Finance
Authority Counsel Works Development
Andy Firestine
Assistant City Manager:
Randy Bynder
Interim Executive Director:
CONTRACTOR: Ojeda Pool and Spa
52815 Avenida Martinez
La Quinta, California 92253
ATTACHMENTS: Notice of Completion
To be recorded with the Riverside County Recorder
within 10 days after completion and acceptance by
the Executive Director. NO RECORDING FEE PER
SECTION 6103 OF THE GOVERNMENT CODE.
When recorded, return to:
Palm Desert Housing Authority
73-510 Fred Waring Drive
Palm Desert, CA 92260
NOTICE OF COMPLETION
(Cal. Civ. Code § 3093— Public Works)
NOTICE IS HEREBY GIVEN:
1. That the interest or estate stated in paragraph 3 herein in the real property herein described is SOLELY
OWNED by the PALM DESERT HOUSING AUTHORITY, A PUBLIC BODY, CORPORATE AND POLITIC, a
political subdivision of the State of California, and whose address is 73-510 FRED WARING DRIVE, PALM
DESERT, CALIFORNIA, 92260.
2. That the full name and address of the owner of said interest or estate is set forth in the preceding
paragraph.
3. That the nature of the title of the stated owner, as set forth in paragraph 1, is in FEE.
4. That on the 19th day of November, 2020, the work of improvement described as 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, Project No. 832-19 Contract No. HA39210, on the
real property herein described was completed.
5. That the name of the original contractor, if any, for said work of improvement was: Ojeda Pool and Spa,
a Sole Proprietorship, 52815 Avenida Martinez, La Quinta, California 92253.
6. That the real property herein referred to is situated in the City of Palm Desert, County of Riverside, State
of California, and is described as Candlewood Apartments, 74-000 Shadow Mountain Drive, Palm Desert,
California 92260 (APN 625-132-046, 625-132-045, 625-132-035, 625-132-032, and 625-171-001)and One Quail
Place Apartments, 72-600 Fred Waring Drive, Palm Desert, California 92260 (APN 640-040-008 and APN 640-
040-009).
7. I, Gina Nestande, Mayor of the City of Palm Desert, am authorized to execute and file this Notice of
Completion with the County Recorder of the County of Riverside on behalf of the City of Palm Desert. I have
read the Notice of Completion and know the contents thereof; the same is true of my own knowledge. I declare
under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
PALM DESERT HOUSING AUTHORITY
a California Public Body, Corporate and Politic
Date: November 19, 2020 By:
Gina Nestande, Chairman
STATE OF CALIFORNIA }
} ss
COUNTY OF RIVERSIDE }
On , 2020, before me, Grace L. Rocha, Acting Secretary of the Palm Desert Housing Authority, personally
appeared Gina Nestande, Chairman of the Palm Desert Housing Authority, a California Public Body, Corporate and Public, and
acknowledged to me that the Palm Desert Housing Authority executed the same.
Grace L. Rocha,Acting Secretary
Rev. May 2020
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
HOUSING DEPARTMENT
MEETING DATE: November 19, 2020
PREPARED BY: Jessica Gonzales, Senior Management Analyst
REQUEST: Adopt Resolution No. HA- amending the Administrative Plan
for the Housing Authority's affordable residential communities and
authorizing the Executive Director to take appropriate actions for
implementation.
Recommendation
1) Waive further reading and adopt Resolution No. HA- , amending the
Administrative Plan for the Housing Authority's affordable residential
communities and authorize the Executive Director (or his/her designee) to
take appropriate actions for implementation.
Housing Commission Recommendation
The Housing Commission reviewed the recommended changes at their regular meetings,
commencing March 13, 2019 through October 7, 2020. The Housing Commission
comments on the proposed amendments to Section 8 and Exhibits B, D-F were
incorporated where appropriate.
Strategic Plan
One of the priorities of the City of Palm Desert ("City") that the Palm Desert Housing
Authority (the "Authority") has informally adopted from the City's Envision Palm Desert
Strategic Plan as part of Land Use, Housing and Open Space is to facilitate development
of high quality housing for people of all income levels. This request meets that objective
by diversifying the City's housing stock by maintaining existing affordable housing for low-
income households.
Background Analysis
On July 1, 2008, the Authority Board considered and adopted the Authority's
Administrative Plan (the "Plan") as part of the Comprehensive Financial Plan for the City's
budget year 2008-2009. The Plan does not require annual review, but is returned to the
Authority Board for further review and approval when there are substantial changes or
Resolution No. HA
November 19, 2020 — STAFF REPORT
Housing Authority—Administrative Plan Policy Update
Page 2 of 3
changes issued by the California Housing and Community Development ("HCD") that
require action by the Authority.
The purpose of the Plan is to establish program guidelines, policies and procedures as
they pertain to the units owned, operated, restricted or controlled by the Authority
("Restricted Units"). This Plan serves as the management plan for the leasing,
improvement, preservation, maintenance and affordability of the Authority's Restricted
Units.
The Authority's policies are derived mainly from state law including fair housing law and
regulations issued by HCD. As affordable housing program regulations and/or local policy
are revised, the Plan will continue to be amended. In the absence of legal requirements
or HCD guidance, industry practice may lead to additional changes in Authority policy.
The Administrator of the Plan is the Authority regardless of the funding source or
ownership of the Restricted Units. The Executive Director of the Authority or his/her
designee shall have the authority to implement and administer the Plan in accordance
with the terms therein as well as the authorizations provided in the Authority Bylaws and
resolutions. In matters where the Authority has discretion, waivers to existing policy shall
be determined by the Executive Director or his/her designee.
On January 24, 2019, the Authority Board approved revisions to the Plan for Sections 1-
7 and Exhibits A, C and G to update various policies. The updates included policies and
procedures regarding resident selection, wait list procedures, household qualification,
leasing policies and procedures, recertification requirements and termination of tenancy.
Since then, staff has made additional revisions to the Plan that include policies and
procedures related to grievance processes, utility allowances, zero tolerance policy,
animal policy and house rules. The proposed changes to Section 8 and Exhibits B, D, E
and F were provided for review and comment to the Housing Commission over
approximately the last eighteen (18) months. One or more sections were provided in
redline format at a meeting, depending on the length of each section. The Housing
Commission had minimal comments (most comments made were related to clarifying a
description) and accepted the revisions to the sections under consideration. While minor
additional revisions have been made to these sections after the Housing Commission's
review, these modifications are non-substantive technical changes for consistency that
were identified as revisions were being finalized; the revisions to the Plan reviewed by
the Housing Commission are substantially the same as the revisions currently under
review by the Authority Board. The full sections of the Plan that contain the proposed
revisions are included in red-line as an attachment.
Resolution No. HA
November 19, 2020 — STAFF REPORT
Housing Authority—Administrative Plan Policy Update
Page 3 of 3
The proposed revisions to the Plan will be effective immediately for all new residents and
within ninety (90) days for all existing residents upon proper notice being provided (from
the effective date of the Policy). All residents will be notified within 30 days of the Plan's
adoption.
Staff recommends that the Authority Board approve adoption of Resolution No. HA_and
accept the Authority's proposed revisions to the Plan as well as the authorities provided
therein to the Executive Director or his/her designee for the purpose of the management
and operation of the Restricted Units.
Fiscal Analysis
There is no direct fiscal impact with this request. Any expenditures necessary to
implement the Plan will not affect the General Fund nor exceed the funds in the adopted
Authority budget for fiscal year 2020-2021.
LEGAL REVIEW DEPT. REVIEW FINANCIAL ASSISTANT CITY
REVIEW MANAGER
crte_sadeiL
Brendan Kearns Ryan Stendell Janet M. Moore Andy Firestine
Authority Special Counsel Director of Community Director of Finance Assistant City Manager
Development
Randy Bynder
Interim Executive Director:
ATTACHMENTS: Resolution No. HA- , Administrative Plan, including Exhibits A— G
Administrative Plan, including Exhibits A— G (Draft Redline)
RESOLUTION NO.
A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY
AMENDING THE ADMINISTRATIVE PLAN FOR THE PALM
DESERT HOUSING AUTHORITY PERTAINING TO THE
MANAGEMENT AND OPERATION OF THE AFFORDABLE
HOUSING RENTAL UNITS
THE PALM DESERT HOUSING AUTHORITY HEREBY FINDS,
DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. The Palm Desert Housing Authority (the "Authority") has
established an affordable housing rental program (the "Program") for very low, low
and moderate income households in the City.
Section 2. The Authority has approved an Administrative Plan (the
"Plan") establishing the policies and procedures under which the Authority
currently operates for the administration, management and operations of the
Program.
Section 3. The Administrator of the Plan shall be the Authority regardless
of funding source or ownership of the properties.
Section 4. The Authority wishes to amend the Plan as attached hereto
and incorporated herein by this reference to update the policies and procedures
under which the Authority operates.
Section 5. The Authority hereby approves and accepts the amended
Plan as well as the authority provided herein for the purpose of the management
and operation of the properties that may be owned, operated, restricted or
otherwise controlled by the Authority from time to time.
Section 6. The Executive Director of the Authority or his/her designee
shall have the authority to consider on a case-by-case basis waivers to existing
policy in matters where the Authority has discretion, so long as such action
complies with local, state and federal regulations.
Section 7. The Executive Director of the Authority or his/her designee
shall have the authority to take any other actions that he or she deems necessary
to administer, facilitate, modify, establish and implement the Administrative Plan,
so long as such action is not inconsistent with the terms thereof or any applicable
local, state and federal regulations.
RESOLUTION NO. HA
PASSED, APPROVED AND ADOPTED by the Palm Desert Housing
Authority, this 19th day of November 2020 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
Gina Nestande, Chairman
ATTEST:
Grace L. Rocha, Acting Secretary
ADMINISTRATIVE PLAN
• yo� l ��h
6
4 31
ADMINISTRATIVE POLICIES AND PROCEDURES
of the
PALM DESERT HOUSING AUTHORITY
for the Management and Operation of its
AFFORDABLE HOUSING RENTAL UNITS
73-510 Fred Waring Drive
Palm Desert, CA 92260
Phone: (760) 346-0611
www.cityofpalmdesert.org
Effective November 19, 2020
Version 3.0
TABLE OF CONTENTS
ABOUT THE AUTHORITY 1
1.0 DEFINITIONS 2
2.0 ABOUT THE PLAN 9
2.1 PURPOSE OF PLAN 9
2.2 APPLICABILITY OF THE PLAN 9
2.3 ADMINISTRATOR OF THE PLAN 9
2.4 FISCAL RESPONSIBILITIES 9
2.5 EQUAL OPPORTUNITY 9
2.6 PROPERTIES 10
3.0 RESIDENT SELECTION AND WAITING LIST PROCEDURES 11
3.1 WAITING LIST INTEREST REGISTRATION FORM 11
3.2 ESTABLISHMENT OF WAITING LISTS 11
3.3 ELIGIBILITY FOR WAITING LIST 11
3.4 PLACEMENT ON THE WAITING LIST 11
3.5 NOTIFICATION OF AVAILABLE UNIT 11
3.6 NOTIFICATION BY WAIT LIST ELIGIBLE HOUSEHOLD OF INCOME OR
HOUSEHOLD CHANGES 12
3.7 WAITING LIST MAINTENANCE AND NOTIFICATION OF CONTINUED
INTEREST 12
3.8 ALL UNITS ARE AFFORDABLE 12
3.9 PREFERENCES 12
3.10 SELECTION FROM THE WAIT LIST UPON UNIT AVAILABILITY 13
3.10.1 Property Income Composition and Income by Unit Allocation 13
3.10.2 Unit Under/Over Utilization 13
3.10.3 Offer and Acceptance of a Restricted Unit 13
3.10.4 Unit Availability and Transfers 14
3.10.4a Emergency Transfer 14
3.10.4b Disabled Person Accommodation 14
3.10.4c Required Transfer 14
3.10.4d Medical Transfer 14
3.10.4e Requested Transfers 14
3.11 Conflicts Prohibited 15
4.0 APPLICATIONS AND HOUSEHOLD QUALIFICATION 16
4.1 APPLICATION 16
4.1.1 Contact Information 16
4.1.2 Income 16
4.1.3 Assets 16
4.1.4 Affordable Requirements 16
4.1.5 Applicant Lease Requirements 16
4.1.6 Identification 16
4.1.7 Consent/Verification Forms 16
4.1.8 Application Fee 16
4.1.9 Other Information 17
4.2 APPLICANT LEASE REQUIREMENTS 17
4.2.1 Age Requirements 17
4.2.2 Income History/Verification 17
4.2.3 Self-Employment 17
4.2.4 Lease Income Requirement 17
4.2.5 Rental History 17
4.2.6 Criminal Background 17
4.3 AFFORD QUALIFICATION REQUIREMENTS 17
4.3.1 Household Income Criteria 18
4.3.2 No Ownership in Real Property or Mobilehomes 18
4.3.3 Certification and Recertification of Eligibility 18
4.3.4 Proof of Income 18
4.3.5 Changes in Income 18
4.3.6 Primary Residence Requirement 18
4.3.7 Other Housing Assistance 18
4.4 CREDIT CHECKS, BACKGROUND CHECKS, AND DOCUMENTATION
VERIFICATIONS 18
4.4.1 Application Certifications and Verifications 18
4.4.2 Credit Reports/Background Checks 19
4.5 ADDITIONAL DOCUMENT SUBMITTAL 20
4.6 APPLICATION ACCURACY 20
4.7 APPLICATION APPROVAL/DENIAL 20
5.0 LEASING POLICIES AND PROCEDURES 21
5.1 RESIDENTIAL LEASE AND ADDENDA 21
5.2 LEASE DEPOSITS 22
5.3 LEASE PAYMENTS AND LATE CHARGES 22
5.4 LEASE ADDENDA IN WRITING 23
5.5 LEASE MODIFICATIONS 23
5.6 PRE-OCCUPANCY INSPECTION 23
5.7 RENTAL RATES 23
5.7.1 Setting Rental Rates 23
5.7.2 Rental Rents Based on Standard Occupancy 23
5.7.3 Household Rent 23
5.8 MAINTENANCE AND ENTRY TO RESTRICTED UNITS 23
5.9 LEASE RENEWALS 24
5.10 NO SUBLETTING 24
5.11 LIVE-IN AIDES 24
5.12 ANIMALS24
6.0 RECERTIFICATION REQUIREMENTS 25
6.1 REQUIRED ANNUAL RECERTIFICATION 25
6.1.1 Recertification Appointments 25
6.1.2 Recertification Documentation 25
6.1.3 Annual Recertification Confirmation as a Qualified Household 26
6.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION 26
6.2.1 Changes in Household Size 26
6.2.2 Change of Household Income 26
6.2.3 Temporary Recertification26
6.3 ANNUAL INSPECTIONS 26
6.4 FALSE STATEMENTS AND WILLFUL OMISSIONS 26
7.0 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES 28
7.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION 28
7.1.1 End of Lease Term 28
7.1.2 During a Lease Term 28
7.1.3 Notices to Vacate for Termination of Tenancies Other than by Eviction 28
7.1.3a Resident Notices to Vacate 28
7.1.3b Management Notices to Vacate 28
7.1.4 Move-out Procedures 28
7.1.4a Notice of Option to Request an Initial Inspection 28
7.1.4b Scheduling the Initial Move-out Inspection 29
7.1.4c Opting Out of a Pre-Inspection 29
7.1.4d Inspection Exceptions 29
7.1.4e Inspection Findings 29
7.1.4f Final Inspection 29
7.1.4g Resident Presence 29
7.1.5 Maintenance and Repairs Necessary Due to Impending Move-out 29
7.2 TERMINATION OF TENANCY THROUGH TO EVICTION 30
7.2.1 Reasons for Eviction 30
7.2.1 a Violations of the Lease 30
7.2.1 b Non-Payment of Rent 30
7.2.1c Misrepresentation of Eligibility Under the Plan 30
7.2.2 Eviction Process 30
7.2.2a Eviction Notice 30
7.2.2b Verification of Occupancy 30
7.2.2c Unlawful Detainer 30
7.3 REFUND OF SECURITY DEPOSIT 31
7.3.1 Notification of Itemized Security Deposit Disposition 31
7.3.2 Resident's Entitlement to Security Deposit 31
8.0 GRIEVANCE PROCESS 32
8.1 GRIEVANCE APPLICABILITY 32
8.2 GRIEVANCES 32
8.2.1 Informal Grievance 32
8.2.2 Informal Hearing 32
EXHIBITS
EXHIBIT A 34
EXHIBIT B 35
EXHIBIT C 37
EXHIBIT D 38
EXHIBIT E 41
EXHIBIT F 42
EXHIBIT G 46
ABOUT THE AUTHORITY
"The mission of the Palm Desert Housing Authority is to serve the citizens of
Palm Desert by providing decent, safe, sanitary, and affordable housing to
qualifying households whose incomes are very low to moderate including public-
private partnerships."
The Palm Desert Housing Authority (Authority) was established in December of 1997 by the
Palm Desert City Council to operate certain affordable rental properties located in Palm Desert
acquired by the former Palm Desert Redevelopment Agency from the Riverside County Housing
Authority (RCHA). Prior to the Agency's acquisition, the RCHA owned and operated the 725
affordable units for Palm Desert. In 2012, California law eliminated redevelopment agencies
throughout the state, and the City of Palm Desert designated the Authority as the successor
housing entity. The Authority, as successor, now owns over 1,000 affordable rental units. The
income levels range from very low (20 percent of the Riverside County Area Median Income) to
moderate (up to 120 percent of the Riverside County Area Median Income). The City Council
members were appointed as the Authority Board. The Authority Board established a Housing
Commission comprised of members of the community to review and advise on matters to come
before the Authority Board.
The Authority works hand in hand with the City toward sustaining the goals and policies
contained in the City's approved Housing Element:
Goal 1: A variety of housing types that meet all the needs of all income groups within
the City.
Goal 2: The preservation and maintenance of the City's high quality affordable housing
supply.
Palm Desert's affordable housing programs are successful in part because of the solid
foundation of policies, procedures and regulatory provisions that have been established. Palm
Desert's rental properties as well as other housing programs have guidelines that provide for all
residents to be treated fairly under fair housing laws, and equitably based on income and family
size. The rental properties, through a coordinated effort with staff, are managed by a contracted
professional property management company in accordance with this Administrative Plan.
The policies, guidelines and standards set forth in this Administrative Plan shall apply to rental
properties owned, operated or controlled by the Authority, and are intended to encourage,
maintain and preserve the supply of affordable housing in the City, the condition of affordable
housing in the City, and the level of compatibility within the community that is expected by the
City Council and the Authority Board.
NOTICE: This Plan is intended to establish policies where the Authority has discretion under the applicable
law. This Plan does not purport to change any of the requirements of Federal or State Law. In the
event any discrepancy between this Plan and applicable law, the law will prevail.
Management and Operations— Rental Units Effective November 19, 2020
Page 1 of 48
PDHA Administrative Plan Section 1: Definitions
Section 1. DEFINITIONS
Capitalized terms used herein shall have the following meanings unless the context in which
they are used clearly requires otherwise. Code Sections or statutes that are referenced herein
may be amended from time to time and shall be subject to the then current law unless stated
otherwise.
Section 1.1 Adjusted for Family Size — shall mean a standardized household size for
the purposes of renting units appropriate for family size pursuant to Health and Safety
Code Section 50052.5, which is one person in the case of a studio unit, two persons in
the case of a one-bedroom unit, three persons in the case of a two-bedroom unit, four
persons in the case of a three-bedroom unit, and five persons in the case of a four-
bedroom unit.
Section 1.2 Affordable Housing Cost — shall mean a housing cost, as defined by Title
25 CCR Section 6920, which is calculated pursuant to California Health and Safety Code
Section 50052.5, as such regulations may be amended from time to time.
Section 1.3 AMI — shall mean the Area Median Income for Riverside County, as
determined and published annually by the Department of Housing and Community
Development for the State of California ("HCD"), pursuant to California Health and
Safety Code Section 50093, and the regulations promulgated thereunder, or if such
agency shall cease to publish such an index, then any comparable index published by
any other federal or state agency which is approved and/or accepted by the Authority or
as established by funding source. The AMI shall be adjusted for family size in
accordance with state regulations adopted pursuant to California Health and Safety
Code Section 50052.5, as amended from time to time.
Section 1.4 Applicant — shall mean a person or household that desires to apply for
tenancy at an Authority Property. See also: Interested Household, Wait List Eligible
Household, and Qualified Household.
Section 1.5 Assets— see Household Assets.
Section 1.6 Authority— shall mean the Palm Desert Housing Authority.
Section 1.7 Authority Board — shall mean the governing body for the Authority.
Section 1.8 Caretaker—see Live-in Aide.
Section 1.9 CCR— shall mean the California Code of Regulations.
Section 1.10 CFR— shall mean the Code of Federal Regulations.
Section 1.11 Child — see Minor.
Section 1.12 Child Care Expenses — shall mean a reasonable amount paid by the
Management and Operations—Rental Units Effective November 19,2020
Page 2 of 48
PDHA Administrative Plan Section 1: Definitions
Household for the care of Minors under 13 years of age where such care is necessary to
enable a family member to be employed.
Section 1.13 City—shall mean the City of Palm Desert.
Section 1.14 City Manager — shall mean the City Manager for the City of Palm Desert
or his or her designee.
Section 1.15 County— shall mean the County of Riverside, California.
Section 1.16 Disability — shall mean a physical or mental impairment that substantially
limits one or more of the major life activities; a record of such impairment; or being
regarded as having such an impairment, as such terms are defined by, and interpreted
in accordance with, the Americans with Disabilities Act.
Section 1.17 Disability Program Participant — shall mean a Household member who
has been determined by the Commissioner of Social Security to be unable to engage in
any substantial gainful activity by reason of any medically determinable physical or
mental impairment that has lasted or can be expected to last for a continuous period of
not less than 12 months or as more particularly defined under Section 223 of the Social
Security Act.
Section 1.18 Elderly Household — shall mean a Household that consists of one or two
persons, one of which is a Senior, or otherwise is qualified in accordance with California
Civil Code Section 51.11.
Section 1.19 Emergency Condition — shall mean any condition in the Restricted Unit or
applicable Property that poses an immediate, verifiable threat to the life, health or safety
of the Resident that cannot be repaired or abated within 24 hours.
Section 1.20 Exceptional medical or other expenses — shall mean medical expenses,
and/or unusual expenses, as defined in this Section, which exceed 25 percent of the
gross annual income.
Section 1.21 Executive Director— shall mean the Executive Director of the Palm Desert
Housing Authority.
Section 1.22 Family — shall also mean `Household' within the Plan unless otherwise
stated. See also Household.
Section 1.23 Grievance — A Resident's or Applicant's right to seek review of a decision
by an impartial panel concerning the Management Company's action or failure to act in
accordance with the individual Resident's lease or the Authority's policy and procedures
herein described that adversely affect the individual's rights, duties, welfare, or status.
Management and Operations—Rental Units Effective November 19,2020
Page 3 of 48
PDHA Administrative Plan Section 1: Definitions
Section 1.24 HCD — shall mean the Department of Housing and Community
Development for the State of California.
Section 1.25 HOME funds — shall mean monies allocated under a block grant funding
program made available through HUD through allocations and reallocations, to
strengthen public-private partnerships and to expand the supply of decent, safe, sanitary
and affordable housing with target emphasis on very low-income and low-income
families in accordance with the HOME Investment Partnerships Program regulations
provided in 24 CFR Part 92.
Section 1.26 Household — shall mean one or more persons intending to occupy or
occupying the same Restricted Unit, as more particularly described in the Occupancy
Standards Policy. Household shall also mean `Family' within the Plan unless otherwise
stated.
Section 1.27 Household Assets — shall mean those Assets defined under Title 25 CCR
Section 6914 includable as monthly income as prescribed therein.
Section 1.28 _ HUD — shall mean the U.S. Department of Housing and Urban
Development.
Section 1.29 Income — shall mean income that a person or Household has received or
is expected to receive as more particularly categorized and described below:
Section 1.29.1 Annual Income — shall mean the anticipated total annual income
of a Household from all sources for the 12-month period following the date of
determination of income, computed in accordance with Title 25.
Section 1.29.2 Household Income —shall mean the total of all income received by
a Household which is included under Title 25 CCR Section 6914 less deductions
and exemptions specified therein.
Section 1.29.3 Gross Income — shall have the meaning ascribed to such term in
Title 25 CCR Section 6914, as such regulations may be amended from time to
time.
Section 1.29.4 Maximum Household Income — shall mean the Household income
calculated based on family size that may be equal to but does not exceed 120
percent of the Riverside County AMI. Household incomes exceeding 120 percent
of the Riverside County AMI will not be eligible for the Authority's program.
Section 1.29.5 Net Income — for the purpose of determining Affordable Housing
Cost or affordable rent, "net income" shall be computed as provided by Title 25
CCR Section 6916, as such regulations may be amended from time to time, as
follows: the annual gross income less $300 for each minor and medical expenses
which exceed 3 percent of the annual gross income and unusual expenses, all
divided by 12.
For the purposes of this Plan, "Income" shall not include the income of Live-In Aides.
For the purposes of this Plan, "Income" shall include any employment, benefits, family
support and additional bank deposits provided to any member of the Household,
Management and Operations—Rental Units Effective November 19,2020
Page 4 of 48
PDHA Administrative Plan Section 1: Definitions
except for items listed under subdivision (b) of Title 25 CCR Section 6914, as
such regulations may be amended from time to time.
For the purposes of this Plan, "Income" shall include net income from the operation of a
business or profession (including self-employment).
For the purposes of this Plan, expenditures for business expansion or amortization of
capital indebtedness shall not be deducted to determine the net income from a
business owned by any Household member.
See also, Income by Unit Allocation, Income Category, Income Level, Low Income
Household, Very Low Income Household, Moderate Income Household, and Qualified
Household.
Section 1.30 Income by Unit Allocation — shall mean the allocation provided by the
Authority to the Management Company for the purposes of blending the Qualified
Household and resident incomes among the properties.
Section 1.31 Income Category — shall mean the average income percentages within
each income level. In the case of Very Low Income shall include Household incomes
from 20 percent up to 50 percent in the following categories: 20-24, 25-29, 30-34, 35-39,
40-44, 45 up to 50 percent; in the case of Low Income shall include Household incomes
from 51 percent up to 80 percent in the following categories: 51-55, 56-60, 61-65, 66-70,
71-75, 76-80 percent; and in the case of Moderate Income shall include Household
incomes from 81 percent up to 120 percent as one category.
Section 1.32 _Income Level — shall mean a Household determined by income to be
either very low, low or moderate income pursuant to the definitions prescribed herein.
Section 1.33 Interested Households — shall mean a person or Household that desires
to apply for tenancy at a Property that contains Restricted Units. See also: Applicant.
Section 1.34 Jurisdiction — shall mean the legal jurisdiction of the Authority, which is
the city limits of the City of Palm Desert.
Section 1.35 Live-in Aide — shall be defined as provided in Title 24 CFR Section 5.403,
and shall mean a person who resides with one or more Seniors or persons with
disabilities, who is verified by the Authority to be providing essential services to the care
and well-being of such person(s), is not obligated for the support of the person(s), and
would not be living in the Restricted Unit except to provide supportive services. Any
person serving as a Live-in Aide in a Restricted Unit shall (1) execute an affidavit
certifying annually that he or she qualifies as a Live-in Aide under Title 24 CFR Section
5.403; (2) consent to a back-ground check conducted by the Management Company;
and (3) execute an acknowledgement that he or she only has a right to the Restricted
Unit as long as the applicable Resident needs supportive services and remains a
Resident.
Section 1.36 Low Income Household — shall mean persons and families meeting the
income qualification limits set forth in California Health and Safety Code Section 50079.5
Management and Operations—Rental Units Effective November 19,2020
Page 5 of 48
PDHA Administrative Plan Section 1: Definitions
and Title 25 of the California Code of Regulations Section 6910, et seq., as the case or
context may require, as such statutes and regulations may be amended from time to
time.
Section 1.37 Management Company— shall mean the contracted property management
company for the Authority.
Section 1.38 Medical Expenses — shall mean those medical expenses not included as
extraordinary or unusual expenses, which are to be anticipated during the 12-month
period for which the gross income is computed, and which are not covered by insurance
(however, premiums for such insurance may be included as medical expenses).
Medical expenses defined herein shall be deducted for households with a Disability
Program Participant and Elderly Households only.
Section 1.39 Minor — shall mean a member of the Household other than the head of
household or spouse, who is under 18 years of age.
Section 1.40 Moderate Income Household — shall mean persons and families meeting
the income qualification limits set forth in California Health and Safety Code Section
50093 and Title 25 of the California Code of Regulations Section 6910, et seq., as the
case or context may require, as such statutes and regulations may be amended from
time to time.
Section 1.41 Notice of Denial — shall mean the notice provided to the Household when
it is ineligible, not qualified or is no longer qualified.
Section 1.42 Occupancy Standards Policy — shall mean the occupancy standards for
residential units owned, operated and restricted by the Palm Desert Housing Authority
set forth in Resolution No. HA-84 adopted December 14, 2017, as may be amended
from time to time.
Section 1.43 _ Plan —shall mean this Administrative Plan (also referred to as the Plan).
Section 1.44 Property — shall mean a multi-family or senior residential apartment
community, or any part thereof, that is owned, operated or controlled by the Authority,
including but not limited to those properties listed in Exhibit A, as may be amended from
time to time.
Section 1.45 Property Manager— shall mean the person assigned by the Management
Company to supervise day-to-day operations for a specific affordable residential
property.
Section 1.46 Public Housing Agency — shall mean any State, County, municipal or
other government entity or public body (or agency or instrumentality thereof) that is
authorized to engage in or assist in the development or operation of housing for Very
Low, Low, or Moderate Income Households.
Section 1.47 Qualified Household — shall mean a person or Household whose total
household income does not exceed the limits established by the Plan and who have
Management and Operations—Rental Units Effective November 19,2020
Page 6 of 48
PDHA Administrative Plan Section 1: Definitions
provided documentation as required herein to demonstrate he, she or it is qualified to
occupy a Restricted Unit.
Section 1.48 RCHA— shall mean Riverside County Housing Authority.
Section 1.49 Rent — shall mean the amount charged as a fee for occupancy for a
particular Restricted Unit pursuant to the Rental Rate Policy, or any amendment hereto,
and categorized below:
Section 1.49.1 Affordable Rent — shall mean rent calculated in accordance with
Health and Safety Code Section 50053 for a Very Low, Low or Moderate-Income
Household. Affordable rent shall include a reasonable allowance for utilities.
Section 1.49.2 Maximum Rent — shall mean the maximum rental rate set for a
particular type of unit at a specific Property, without regard to utility allowance,
based on a bi-annual market survey. Such rate shall be adjusted in the non-
surveyed year by the AMI percentage change as more particularly described in
the Rental Rate Policy or any amendments thereto.
Section 1.49.3 Resident Rent — shall mean the total monthly resident payment to
the Authority as determined by certification, recertification, or outside assistance.
Resident Rent may or may not be the total paid as Unit Rent for a particular unit.
Section 1.49.4 Unit Rent — shall mean the total rent charged for a particular
Authority owned, operated or controlled unit, including those amounts accepted
from a third party for the purposes of rental assistance or housing expense.
Section 1.50 Rent Burdened — shall mean a Household that is paying more than 30
percent of Household Income for rent and utilities.
Section 1.51 Rental Rate Policy— shall mean the rental rates for residential units owned,
operated and restricted by the Palm Desert Housing Authority set forth in Resolution No.
HA-84 adopted December 14, 2017, as may be amended from time to time.
Section 1.52 Resident — shall mean a person or Household that has signed a
residential lease to occupy or is currently occupying a Restricted Unit.
Section 1.53 Restricted Units — shall mean an affordable housing unit that is owned by
the Authority.
Section 1.54 _ Senior—shall mean a person who is at least 55 years of age or older.
Section 1.55 Successor Agency — shall mean the Successor Agency to the Palm
Desert Redevelopment Agency
Section 1.56 Title 25 — shall mean Title 25 of the California Code of Regulations
Section 6910, et seq., as it pertains to income and household size for Households
whose income is very low, low or moderate, as may be amended from time to time.
Management and Operations—Rental Units Effective November 19,2020
Page 7 of 48
PDHA Administrative Plan Section 1: Definitions
Section 1.57 Unusual expenses — shall be as defined in 25 CCR Section 6912, and shall
mean amounts paid by the Household for the care of minors under 13 years of age or for
the care of disabled or handicapped household members, but only where such care is
necessary to enable a Household member to be gainfully employed, and the amount
allowable as unusual expenses shall not exceed the amount of income from such
employment.
Section 1.58 _ Utilities — shall include electricity, gas, other heating (including hot water
heating), refrigeration and cooking fuels not paid by the Authority. Utilities may include
water, trash and sewer if not paid by the Authority. Telephone, Cable, Digital Services
and Internet Connection costs are not included as utilities.
Section 1.59 Utility Allowance — shall mean the amount, updated annually, equal to the
estimate established by the RCHA of the monthly cost of a reasonable consumption of
such utilities and other services described in Title 25 CCR Section 6918(c) for the
Restricted Unit by an energy-conservative Household consistent with the requirements
of a safe, sanitary, and healthful living environment applicable for each unit type and
equipment.
Section 1.60 Veteran — shall mean a person who has served in the active armed services
of the United States at any time and who shall have been discharged or released there
from under conditions other than dishonorable, as verified by the Veterans
Administration.
Section 1.61 Veterans Preference — shall mean the preference that enables a Wait List
Eligible Household that includes a Veteran to be placed on the applicable priority waiting
list.
Section 1.62 Very Low Income Household — shall mean persons and families meeting the
income qualification limits set forth in California Health and Safety Code Section 50105
and Title 25 of the California Code of Regulations Section 6910, et seq., as the case or
context may require, as such statutes and regulations may be amended from time to
time; provided, however, that such income is at least 20 percent of AMI.
Section 1.63 Wait List Eligible Households — shall mean persons and families who have
provided the documentation and/or information required demonstrating that they meet
the minimum eligibility requirements to be placed on a waiting list. (See Section 3.3)
Management and Operations—Rental Units Effective November 19,2020
Page 8 of 48
Administrative Plan Section 2: About The Plan
Section 2. ABOUT THE PLAN
Section 2.1 PURPOSE OF THE PLAN. The purpose of the Administrative Plan (the
Plan) is to establish program guidelines, policies and procedures as they pertain to Authority
owned, operated or controlled properties. This plan serves as the management plan for the
rental, improvement, preservation, maintenance and affordability of Authority Restricted Units.
Section 2.2 APPLICABILITY OF THE PLAN. The Plan shall apply to all members of
Interested Households, Wait List Eligible Households, Qualified Households, Applicants and
Residents applying for or residing in properties identified in Exhibit A and any others that may
be subject to the jurisdiction of or managed by the Authority from time to time. Unless otherwise
specified in the Federal or State funding guidelines, the processes outlined herein shall also
apply to the Residents occupying an Restricted Unit who receive Federal or State funding either
directly or indirectly. Federal and State laws shall prevail in the event the policies and
processes set forth herein are inconsistent with any existing or enacted applicable law.
Section 2.3 ADMINISTRATOR OF THE PLAN. The administrator of the Plan shall be
the Authority regardless of funding source or ownership of the Restricted Units. The Executive
Director shall have the authority to implement and administer the Plan in accordance with the
terms herein. In matters where the Authority has discretion, waivers of existing policy shall be
determined by the Executive Director or his or her designee.
Section 2.4 FISCAL RESPONSIBILITIES. Before the beginning of each fiscal year or
as soon as possible after an acquisition of property, the Authority Board will adopt the property
budget. The budget will include a projection of revenue and all expenditures including
professional property management fees prior to being expended. The Authority will follow
procurement procedures in accordance with the City's policies and/or applicable law.
Section 2.5 EQUAL OPPORTUNITY. It is the policy of the Authority and its agents to
comply fully with all federal, state, and local anti-discrimination laws, including but not limited to:
Title VI of the Civil Rights Act of 1964; Title VIII and Section 3 of the Civil Rights Act of 1968 (as
amended by the Community Development Act of 1974); Executive Order 11063 as
strengthened by Congress in 1992; the Fair Housing Act of 1968, as amended; the Age
Discrimination Act of 1975; the Americans with Disabilities Act (ADA) of 1990; the U.S.
Department of Housing and Urban Development regulations governing fair housing and equal
opportunity; and any legislation protecting the individual rights of Residents, Applicants or staff
which may be subsequently enacted.
It is the Authority's policy to post required notices in conspicuous, public locations
throughout the property as required by such notice.
It is the Authority's policy to ensure meaningful access to limited English proficient (LEP)
persons. The Authority may translate certain documents related to the Plan as well as those
required by law to assist persons with LEP. Notwithstanding this provision, the English version
of all documents signed by the Resident will govern. Reasonable, necessary steps will be
provided in order to make certain that no eligible person has their assistance denied, decreased
or terminated simply because they face challenges communicating in English.
Management and Operations—Rental Units Effective November 19,2020
Page 9 of 48
Administrative Plan Section 2: About The Plan
Section 2.6 PROPERTIES. Properties include those properties currently owned and
operated by the Authority, listed in Exhibit A as well as any property or development that comes
under the direction, control or is acquired by the Authority. Several of the Authority's properties
are restricted to Seniors and serve only Elderly Households. All other properties operated by
the Authority are to be open and made available to all Qualified Households.
Management and Operations—Rental Units Effective November 19,2020
Page 10 of 48
Administrative Plan Section 3: Resident Selection Waiting List Procedures
Section 3. RESIDENT SELECTION AND WAITING LIST PROCEDURES
The Authority has found that the demand for its affordable rental housing exceeds supply. In
order to identify Households that have interest in Restricted Units, waiting lists will be
established for each property as herein described. Wait List Eligible Households will be
assigned a position on the waiting list by income category, household size, and any allowable
preference or preferences.
Section 3.1 WAITING LIST INTEREST REGISTRATION FORM. All Interested
Households must complete an interest registration form referred to as a "Guest Card". The
purpose of the form is to allow the Authority to determine placement on the waiting list based on
the information provided by the Interested Household. Interest registration forms will be
accepted by phone, by mail or email, or by physical delivery to the individual property
management office.
Section 3.2 ESTABLISHMENT OF WAITING LISTS. For each property except Palm
Village, Santa Rosa, and Carlos Ortega Villa, waiting lists will be maintained for each Income
Category at or below 120 percent of the Riverside County AMI. Waiting lists will be maintained
for Palm Village, Santa Rosa, and Carlos Ortega Villas for each Income Category at or below 80
percent of the Riverside County AMI. Waiting lists for transfers will also be separately
maintained for each property in accordance with this Section 3.
Section 3.3 ELIGIBILITY FOR WAITING LIST. In order for an Interested Household to
become a Wait List Eligible Household and be placed on the waiting list, the Interested
Household must meet income eligibility requirements based on the Riverside County AMI. The
Interested Household will also be required to meet additional permissible criteria established by
the Authority pursuant to Title 25 that include but are not limited to the following:
Section 3.3.1 Must provide Income and Assets for all Household members over
the age of 18 (except for Live-In Aides), which in aggregate does not exceed the current
published Maximum Household Income for the Household size.
Section 3.3.2 Must provide names and ages of all Household members.
Section 3.3.3 Must disclose any allowable preferences and accommodations at
time of interest.
Section 3.3.4 Current address and contact information.
Section 3.4 PLACEMENT ON THE WAITING LIST. All Wait List Eligible Households
will be placed on the appropriate affordable waiting list according to allowable preferences,
current income, and in the date/time order in which the Guest Card was filed and received. Wait
List Eligible Households must update the information provided to the Management Company as
necessary during the wait list period in order to remain a Wait List Eligible Household.
Section 3.5 NOTIFICATION OF AVAILABLE UNIT. Once the Management Company
identifies a Restricted Unit that will become available, Wait List Eligible Households will be
notified by phone or email. In the event that the Management Company cannot reach the Wait
Management and Operations—Rental Units Effective November 19,2020
Page 11 of 48
Administrative Plan Section 3: Resident Selection Waiting List Procedures
List Eligible Household by phone or email, the Management Company will provide notification
by U.S. mail. The Wait List Eligible Household will have five (5) business days to respond to
this notification. Failure of the Wait List Eligible Household to respond within the above time
frame above will result in removal from the waiting list. In accordance with this Section, it is the
Wait List Eligible Household's responsibility to keep the waiting list information current at all
times. In the event contact is not possible due to insufficient or out of date information on file,
the Wait List Eligible Household will no longer be deemed `eligible' and will be removed from the
waiting list without further notice.
Section 3.6 NOTIFICATION BY WAIT LIST ELIGIBLE HOUSEHOLD OF INCOME OR
HOUSEHOLD CHANGES. During the wait list period, any changes to the information provided
by the Wait List Eligible Household must be provided to the Property Manager of the individual
property to ensure its placement on the waiting list under the correct income category and/or
Household size. At the time the updated information is provided, if the revised household
income changes the income category for the Wait List Eligible Household but remains under
120 percent of the AMI, the Household will remain `eligible' but will be placed at the `bottom' of
the new income category list and notified of the change.
Section 3.7 WAITING LIST MAINTENANCE AND NOTIFICATION OF CONTINUED
INTEREST. Applicants on the waiting list shall confirm every two years that all information is
current and timely. The Wait List Eligible Household must notify the individual property
management office not less than five days (but not more than 60 days) prior to the two-year
anniversary of placement on the list, that the Household wishes to remain on the list (continued
interest). Failure to notify the property management office within the time frame will result in
removal from the waiting list. The Wait List Eligible Households will not be removed from the
waiting list unless: the Household has been on the waiting list for two years and has not
declared its continued interest in the program; the Household fails to respond to a written
request for information; the Household fails to keep the information current (and therefore
makes it impossible for the property management to contact the Household); the Household
misses a scheduled appointment without prior notification to reschedule; the Household
requests in writing or via telephone that the Household's name be removed; the Household's
income or size has exceeded the limits of the program; or any information or documentation that
deems a Wait List Eligible Household to be ineligible (includes the lack of documentation
proving eligibility).
Section 3.8 ALL UNITS ARE AFFORDABLE. No Restricted Units will be intentionally
rented to families above moderate income as defined herein. In the event Restricted Units are
no longer required to be affordable, then the Restricted Units that are identified as above
moderate income, will be rented on a first come, first served basis regardless of income and
family size, at the maximum rent as established by the Rental Rate Policy. Policies of the Plan
apply to all Residents regardless of income or family size.
Section 3.9 PREFERENCES. Each Wait List Eligible Household will be placed on the
applicable affordable waiting list according to income category, household size, the Veterans
Preference, and any other preference required under state or federal law. Such preferences
must be disclosed at such time as the Interested Household has completed the interest
registration form or upon eligibility for said preference, whichever occurs first. An existing
Resident that qualifies for an Emergency Transfer, Disabled Person Accommodation, Required
Management and Operations—Rental Units Effective November 19,2020
Page 12 of 48
Administrative Plan Section 3: Resident Selection Waiting List Procedures
Transfer, or Medical Transfer pursuant to Section 3.10.4 shall have priority over an Waiting List
Eligible Household.
Section 3.10 SELECTION FROM THE WAIT LIST UPON UNIT AVAILABILITY.
Notwithstanding Section 3.10.4 herein, when a vacancy occurs, a Restricted Unit becomes
available after restoration, or a Resident submits a 30 day notice, a Wait List Eligible Household
will be selected to apply as an Applicant for tenancy in the following manner: first from the
appropriate income waiting list that satisfies the property's Income by Unit Allocation, then by
household size appropriate for the Restricted Unit in accordance with the Occupancy Standards
Policy.
The household income of an Applicant at the time a Restricted Unit becomes available
will be used to determine the appropriate income category for the Applicant. If at the time a
Restricted Unit becomes available, the Applicant's income is different than the waiting list
income category they are selected from, they will be returned to a 'Wait List Eligible Household'
status and placed on the appropriate income category waiting list in accordance with the waiting
list procedures. The Household will be placed at the `bottom' of the new income category list
and notified of the change.
If there are no Wait List Eligible Households in the appropriate income category for the
available Restricted Unit, the next Wait List Eligible Household will be selected from the next
lower income category or an income category of need for housing.
Upon being selected to apply for tenancy the Applicant will then be required to complete
the application process to determine whether they are a Qualified Household under the Plan
as more particularly described in Section 4 and 5.
Section 3.10.1 Property Income Composition and Income by Unit
Allocation. From time to time the Authority may modify the Resident Income
composition of the property so as to not concentrate a higher percentage of one income
level at one property. The Authority will select Residents by Income in a manner to
ensure decent, safe and sanitary housing and create a suitable living environment that
fosters economic and social diversity in the Resident body as a whole by preparing an
allocation for this purpose (Income by Unit Allocation).
Section 3.10.2 Unit Under/Over Utilization. To avoid overcrowding and
prevent underutilization of Restricted Units, Households will be selected in accordance
with the Occupancy Standards Policy.
Section 3.10.3 Offer and Acceptance of a Restricted Unit. Once an
Applicant is deemed a Qualified Household, the Household will be offered an available
Restricted Unit appropriate for the household composition. The Qualified Household has
an option to accept or decline the Restricted Unit, one time, without any effect on its
position on the waiting list. A Qualified Household that declines more than one
Restricted Unit will be removed from the waiting list, except to the extent the Qualified
Household declines due to a disability or other reasons protected by law.
Management and Operations—Rental Units Effective November 19,2020
Page 13 of 48
Administrative Plan Section 3: Resident Selection Waiting List Procedures
The Authority will take into consideration the needs of the individual Household's
composition and Fair Housing guidelines when identifying Restricted Units that become
available to the selected Household.
Upon acceptance of the Restricted Unit, the Qualified Household will be notified,
by telephone, email and/or in writing of the anticipated date the Restricted Unit will be
available for occupancy. Upon acceptance of the Restricted Unit by the Qualified
Household, the Qualified Household will be removed from the waitlist on all other
Authority Communities.
Section 3.10.4 Unit Availability and Transfers. The type of Restricted Unit
that becomes available will determine whether the next Wait List Eligible Household is
selected or other special accommodation is made including an existing Resident
transfer. An existing Resident that requests and qualifies for an Emergency Transfer,
Disabled Person Accommodation, Required Transfer, or Medical Transfer to the
available Restricted Unit shall have priority over an Waiting List Eligible Household.
Emergency Transfers will have first priority when an appropriate Restricted Unit
becomes available. If no existing Resident requests and qualifies for an Emergency
Transfer when an appropriate Restricted Unit becomes available, Disabled Person
Accommodations, Required Transfers and Medical Transfers will have priority in that
respective order. Requested Transfers will be added to the bottom of the appropriate
waiting list for the requested property unless the request is being considered both by
management and the Resident for purposes of mutual benefit to the parties.
3.10.4.a Emergency Transfer: A transfer of an existing Resident
that is necessary due to an Emergency Condition.
3.10.4..b Disabled Person Accommodation: A reasonable
accommodation made in accordance with the Americans with Disabilities Act,
Section 503 of the Rehabilitation Act of 1973, the Fair Housing Act or applicable
state disability law.
3.10.4.c Required Transfer: A transfer that is necessary when a
Resident's Restricted Unit is no longer suitable in accordance with the Authority's
occupancy standards, rehabilitation, demolition, construction and Authority
required. Required Transfers are mandatory for the Resident and may require
alternate options, i.e., transfer to temporary option or permanently to another
available Restricted Unit.
3.10.4.d Medical Transfer: A transfers that is necessary when a
Resident provides a verifiable medical reason for such transfer.
3.10.4.e Requested Transfers: A transfer that is requested by an
existing Resident to avoid hardship by, among other things, reducing the
distance between the Restricted Unit and the Resident's workplace or any other
requested transfer wherein the Resident demonstrates acceptable immediate
need for the household at the Authority's discretion. All costs associated with a
Restricted Transfer will be borne by the Resident.
Management and Operations—Rental Units Effective November 19,2020
Page 14 of 48
Administrative Plan Section 3: Resident Selection Waiting List Procedures
Section 3.11 Conflicts Prohibited. No employee, contractor, subcontractor, or agent
of the Authority who formulates policy or who influences decisions with respect to the
Properties and programs governed by this Plan, or any immediate family member of such
person, may, during the period of employment and for one year thereafter, apply for or
occupy a Restricted Unit in the Properties or obtain any other benefit under the programs
governed by this Plan. For purposes of this Section 3.11, "immediate family member"
means spouse, domestic partner, cohabitant, child, stepchild, grandchild, parent,
stepparent, mother-in-law, father-in-law, son-in-law, daughter-in-law, grandparent, great
grandparent, brother, sister, half-brother, half-sister, stepsibling, brother-in-law, sister-in-law,
aunt, uncle, niece, nephew, or first cousin (that is, a child of an aunt or uncle).
Management and Operations—Rental Units Effective November 19,2020
Page 15 of 48
Administrative Plan Section 4: Applications and Household Qualifications
Section 4. APPLICATIONS AND HOUSEHOLD QUALIFICATION
Once a Wait List Eligible Household is selected as an Applicant in accordance with Section 3,
the Applicant must submit a completed application in the form acceptable to the Management
Company that includes the requirements, documentation, verifications, authorizations and
certifications required by this Section.
Section 4.1 APPLICATION. The completed application will require that the Applicant
provide the following:
Section 4.1.1 Contact Information. Current address and contact information for
the Applicant.
Section 4.1.2 Income. Income information for all Household members over the
age of 18 (except for Live-In Aides), which includes but is not limited to tax returns, pay
stubs, bank statements, unemployment earnings statements, disability or social security
earnings statements, and any other Income documentation the Authority reasonably
requests of Applicant. Income from regular contributions or gifts received from persons
outside the Household must be documented in an affidavit (recertified annually) that lists
any such contributions or gifts received in the 12 months prior to the submittal of the
completed application.
Section 4.1.3 Assets. Asset information for all Household members over the
age of 18 (except for Live-In Aides) which includes but is not limited to documentation of
any interest in real property other than a primary residence, savings accounts records,
and records of stocks, bonds, and other forms of capital investments.
Section 4.1.4 Affordable Requirements. Necessary documentation to verify
affordable criteria has been met by all Household members in accordance with Section
4.3.
Section 4.1.5 Applicant Lease Requirements. Necessary documentation to
verify applicant lease requirements have been met by all Household members in
accordance with Section 4.2.
Section 4.1.6 Identification. Proof of identification, birth documents for each
family member, and a current driver's license, or equivalent, for copying.
Section 4.1.7 Consent/Verification Forms. All Household members over the
age of 18 must authorize the Authority, through written authorization or signed consent
form, to verify or obtain information regarding Income, Assets, Resident history, conduct
background checks (including criminal) and obtain credit reports. All Household
members who authorize the release of information or background checks have the right
to privacy in accordance with federal law.
Section 4.1.8 Application Fee. Except as provided in that certain Stipulation for
Entry of Judgment, Riverside County Superior Court Case No. INDIO 51124, each
Applicant and every Household member over 18 years or older shall pay a non-
refundable one-time application fee. The Executive Director shall establish the
Management and Operations—Rental Units Effective November 19,2020
Page 16 of 48
Administrative Plan Section 4: Applications and Household Qualifications
application fee annually concurrently with the annual rental rates as more particularly
described in the Rental Rate Policy.
Section 4.1.9 Other Information. Any other information reasonably deemed
necessary by the Authority to determine eligibility.
Section 4.2 APPLICANT LEASE REQUIREMENTS. The following lease requirements
will apply to all members of Interested Households, Wait List Eligible Households, and
Applicants:
Section 4.2.1 Age Requirements. Lease holder(s) must be 18 years or older.
All household member(s) 18 years or older (except for Live-In Aides) must sign the lease
for the Restricted Unit and comply with all requirements of the Plan.
Section 4.2.2 Income History/Verification. Except for retired persons, Disability
Program Participants or other persons receiving similar governmental assistance, lease
holder(s) must be employed for at least one full year prior to the submittal of the
completed application and must provide at least one month of pay stubs for Income
verification. Lease holder(s) that cannot demonstrate at least one full year of
employment prior to the submittal of the completed application (and are not exempt from
this requirement) must pay an additional security deposit of $350 for a studio, $400 for a
one-bedroom unit and $450 for a two-bedroom unit, provided that the total security
deposit required from any Applicant shall not exceed the limitations imposed under Civil
Code Section 1950.5(c) as amended from time to time.
Section 4.2.3 Self-Employment. Lease holder(s) that are self-employed must
provide a complete copy of the previous year's personal tax returns and copies of
business and personal bank statements for the six months prior to the submittal of the
completed application.
Section 4.2.4 Lease Income Requirement. Notwithstanding Income
requirements in Section 4.3.1, Income must be at least 2 '/2 times (250 percent) the
rental rate for the Restricted Unit at the time of application, but not less than 20 percent
of the AMI, in order to be considered for occupancy.
Section 4.2.5 Rental History. Must provide 3 years of verifiable rental history.
Rental history can be verified by a notarized letter from a prior landlord, proof of payment
(i.e., cancelled checks), or similar documentation.
Section 4.2.6 Criminal Background. A state and nationwide criminal background
check will be conducted for every Household member over 18, to ensure that Applicants
meet minimum criteria in accordance with Exhibit B. The Authority has a Zero Tolerance
Policy for drug-related activity and violent criminal activity (see Exhibit E). Any conviction
for criminal, violent behavior or drug activity is grounds for denial. Applications will also
be denied for any activity that could prove to be detrimental to the health and safety or
right to peaceful enjoyment of the other Residents.
Management and Operations—Rental Units Effective November 19,2020
Page 17 of 48
Administrative Plan Section 4: Applications and Household Qualifications
Section 4.3 AFFORDABLE QUALIFICATION REQUIREMENTS. All Households must
meet the affordable qualification requirements listed in this Section as well as those lease
requirements listed under Section 4.2 in order to become a Qualified Household under this Plan.
Section 4.3.1 Household Income Criteria. Households applying for tenancy in a
Restricted Unit must have a Household Income (not including that of Live-in Aides) of
not less than 20 percent of the AMI and not more than 120 percent of the AMI.
Household Income will be categorized as very low, low, or moderate pursuant to the
definitions applied herein.
Section 4.3.2 No Ownership in Real Property or Mobilehomes. No intended
occupant of the Restricted Unit may have owned real property that includes a habitable
dwelling unit within the last two years. The only allowable exception is where the
Applicant has filed court documents for dissolution of marriage or legal separation.
Proof of the court's disposition as to the habitable dwelling unit must be submitted to the
Management Company upon receipt by Applicant. Proceeds from the sale of real
property will be considered as part of the Household Income pursuant to Title 25.
Section 4.3.3 Certification And Recertification Of Eligibility. Applicants and/or
Residents must agree to provide the documentation prior to lease signing and again
prior to lease renewal to certify that the Household remains eligible within these
guidelines.
Section 4.3.4 Proof Of Income. Proof of Income is required of all occupants
over the age of 18 (except for Live-In Aides).
Section 4.3.5 Changes In Income. Applicants and Residents must agree to
notify management of any increase or decrease in monthly Household Income in excess
of 30 percent.
Section 4.3.6 Primary Residence Requirement. Applicants must agree that the
Restricted Unit will be the primary and sole residence of all occupants listed on the lease
agreement.
Section 4.3.7 Other Housing Assistance. Any Applicants, Residents, or
Households receiving other housing assistance must disclose the source and amount at
the time of application or immediately upon receipt of such assistance whichever occurs
first. Resident rent will be adjusted accordingly. Households covered by this Section will
follow the same policies and procedures to be placed on the wait list.
Section 4.4 CREDIT CHECKS, BACKGROUND CHECKS, AND DOCUMENTATION
VERIFICATIONS. Pursuant to Section 4.1.7, all Household members over the age of 18 are
required to sign documents authorizing the Management Company to complete a review of the
requirements of this Section.
Section 4.4.1 Applicant Certifications and Verifications:
4.4.1.a Authorization for Release of Information Form;
Management and Operations—Rental Units Effective November 19,2020
Page 18 of 48
Administrative Plan Section 4: Applications and Household Qualifications
4.4.1.b Application and/or Resident Income Certification;
4.4.1.c Certification that all prospective Household members over the
age of 18 have read and understand the eligibility requirements in this Plan;
4.4.1.d Certification that all information is true and complete, that all
changes in Income and/or Household composition will be reported, that all relevant prior
housing assistance has been reported, and that the Restricted Unit will not be a
duplicate residence, and acknowledging the potential for criminal and administrative
actions for false information;
4.4.1.e Release of information at current or prior addresses for rental
verification(s);
4.4.1.f Certification that no child support Income is received or, for
Households that receive child support Income, a certification that all Income from child
support has been disclosed;
4.4.1.q Certification that all alimony, family support, or any additional
bank deposits provided to any member of the Household has been disclosed and
supplemented with appropriate documentation, when applicable; and
4.4.1.h Any other certification or verification form deemed necessary by
the Management Company to satisfy a requirement of this Plan.
Section 4.4.2 Credit Reports/Background Checks. Credit reports and
background checks will be obtained for every family member aged 18 years or older in
accordance with Exhibit B. Information provided in such reports will be used in
determining eligibility for a Restricted Unit and any one or more of the following findings
for any of the intended occupants will result in the denial of the rental application or
continued tenancy:
4.4.2.a Amounts owed to any Public Housing Authority, Federal, State or
Local housing assistance program.
4.4.2.b Fraud in connection with any Public Housing Authority, Federal,
State, or Local housing assistance program.
4.4.2.c An eviction from any Agency property, Authority property, Public
Housing Authority, or property by which the Agency, Authority or Public Housing
Authority has or had control at the time of tenancy.
4.4.2.d An eviction from any rental housing.
4.4.2.e Any conviction for activity that would be a violation of the
Authority's Zero Tolerance Policy (attached as Exhibit E).
4.4.2.f A person who is subject to a lifetime registration requirement
under a Federal, State or County sex offenders' registration program. Due to the
Management and Operations—Rental Units Effective November 19,2020
Page 19 of 48
Administrative Plan Section 4: Applications and Household Qualifications
location of Restricted Units near schools and playgrounds, a person subject to a
registration requirement for a stated period of time will be denied during such registration
period.
4.4.2.q Falsification of identification, which includes but is not limited to
the following: birth certificates, government issued identification or documents,
identification cards or licenses, social security numbers or cards.
4.4.2.h Falsification or concealment of Income, Assets or documentation
for the purpose of obtaining assistance.
4.4.2.i False statements or willful omissions made at any time during
eligibility, qualification, the application process, or subsequent leasing and tenancy for
the purpose of obtaining assistance.
4.4.2.i Any outstanding judgments, or bankruptcy filing within 2 years
prior to the submittal of the completed application.
Section 4.5 ADDITIONAL DOCUMENT SUBMITTAL. Once the application has been
submitted, any additional documents reasonably required by the Management Company must
be submitted within ten days from the date the additional documents were requested. If the
Eligible Household is unable to obtain documents within the specified time frame, an extension
of ten days may be requested. Failure of the Applicant to provide, obtain or authorize
necessary documentation or background checks will be cause for the application to be denied.
After a denial pursuant to this Section, the Household would be required to contact the Property
Manager and request that it be added to the bottom of the appropriate waiting list as an
Interested Household.
Section 4.6 APPLICATION ACCURACY. All information in the completed
application is required to be as accurate as possible to prevent any discrepancies and/or cause
a denial of application.
Section 4.7 APPLICATION APPROVAL/DENIAL. Upon receipt of a completed
application, the Management Company will process the application including verifications of
Income, Assets, rental histories, background checks and credit reports. Upon satisfactory
review of all documentation required by this Section, the Applicant will be notified via phone,
mail, or email of approval for tenancy (with written confirmation later sent to the Applicant). If
the application is approved, the Household shall be deemed a Qualified Household. If the
application is denied, the Applicant shall receive written notice of ineligibility including the
reasons for the denial. If the Applicant disputes the reason for the denial, the Applicant must
respond within ten days of mailing of the denial. If the Applicant does so, the Management
Company will conduct an individualized assessment of the Applicant's claims to ensure that (1)
the application was evaluated in a fair, transparent manner, and (2) the denial is based on
accurate information.
Management and Operations—Rental Units Effective November 19,2020
Page 20 of 48
Administrative Plan Section 5: Leasing Policies and Procedures
Section 5. LEASING POLICIES AND PROCEDURES
The Authority operates the Restricted Units with leasing standards that will ensure the continued
success of our affordable programs as well as comply with fair housing laws. The Authority and
its representatives, including Management Company personnel, will not discriminate against
any person on the basis of race, creed, color, sex, religion, national origin, familial status, sexual
orientation, political beliefs, disability, handicap, or any other status that is protected under
federal or state law. Prior to admission into a Restricted Unit, all adult Household members that
will be residing in the Restricted Unit must sign a lease.
Section 5.1 RESIDENTIAL LEASE AND ADDENDA. Once an Applicant becomes a
Qualified Household, a residential lease will be signed by the Household members required
under Section 4. The residential lease may include addenda that satisfy the requirements of
this Section and will be considered a part of the residential lease. No Resident will occupy a unit
without an executed residential lease. Only at such time as the lease is fully executed will it
become enforceable.
The residential lease will include the following information:
Section 5.1.1 Effective dates or term of the lease.
Section 5.1.2 Parties to the lease (i.e., all occupants listed and designated as
adults or minors).
Section 5.1.3 The unit location or apartment number.
Section 5.1.4 The maximum occupancy.
Section 5.1.5 The terms including but not limited to the rental rate and date due,
late charges, returned check charges, methods of payments, location where rental
payments are accepted, prorations, deposit requirements and allowable uses, cable
cost, gate access, utility payment requirements or adjustments, assigned parking space
designations and any rent incentives in effect.
Section 5.1.6 The policies of the property as updated from time to time, also
known as the House Rules and Regulations, which may address — among other things —
the following topics:
Noise Personal property responsibility
Waterbeds Liabilities
Housekeeping Crime/drug free housing
Plumbing Use of patio/balconies
Damage Appliance agreements
Vehicles and vehicle parking Satellite dish and/or antennas
Security Animal Policy
Lockout policy Absences from the Restricted Unit in
Guest and Visitor occupancies excess of three(3)weeks including
Amenity Area guidelines vacations,military duty,medical
Apartment condition,alterations, conditions or to care for a family
and damages member not residing at the unit
Subletting,Assigning,Subleasing due to serious illness
Unit inspections
Management and Operations—Rental Units Effective November 19,2020
Page 21 of 48
Administrative Plan Section 5: Leasing Policies and Procedures
Residents and all members of the Household over the age of 18 will be required to acknowledge
receipt of such rules and regulations.
The Management Company will notify Residents of any violations of the House Rules and
Regulations and all other violations of the residential lease in writing, and where applicable
noticed in accordance with applicable law governing such violations.
Section 5.1.7 The policies and regulations regarding notices for vacating.
Section 5.1.8 The policies with regard to condemnation.
Section 5.1.9 The policies regarding attorney's fees and costs.
Section 5.1.10 Notice of applicable laws, such as Megan's Law and the
regulations governing lead-based paint and mold.
Section 5.1.11 Policies imposed as a part of participating in the Authority's
affordable housing program, if applicable (i.e., annual recertification requirements).
Section 5.1.12 Policies on maintenance and entry to Restricted Units, smoke
detector/alarm responsibilities, and definitions of normal wear and tear.
Section 5.1.13 Policies on standard maintenance and emergency repairs.
Section 5.1.14 Policies on insurance for renters and personal property.
Section 5.1.15 Signatures of Resident (and all members required to sign) and
Management Company's agent.
Section 5.2 LEASE DEPOSITS. Balance of deposit, move-in prorates and the first full
month of rent must be in the form of a money order or cashier's check.
Section 5.3 LEASE PAYMENTS AND LATE CHARGES. All payments for rent and
late charges will be paid at a location stated in the residential lease.
Section 5.3.1 Rent is due on the first of each month.
Section 5.3.2 Rent is late after the close of business on the fifth of each month
at 5:00 p.m. PST unless otherwise provided in the lease.
Section 5.3.3 Late fees will be imposed at 5:01 p.m. PST on the fifth of each
month.
Section 5.3.4 All payments of rent, late charges, attorney's fees, cable or any
other payments made to management offices are to be made by personal check (so long
Management and Operations—Rental Units Effective November 19,2020
Page 22 of 48
Administrative Plan Section 5: Leasing Policies and Procedures
as there have been no checks returned for non-sufficient funds in the previous three
months), money order, or cashier's checks directly to the management office. NO CASH
PAYMENTS FOR RENT WILL BE ACCEPTED except for a Three (3) Day Pay or Quit
payment.
Section 5.3.5 Payments will be accepted at the location stated in the residential
lease, unless notified in writing by the Management Company of an alternate acceptable
location ten (10) days prior to rent due date.
Section 5.4 LEASE ADDENDA IN WRITING. All addenda to leases must be in writing
and signed by both parties. Oral agreements or modifications will not be enforceable and shall
be void unless written and signed by both parties at the time of agreement.
Section 5.5 LEASE MODIFICATIONS. Lease modifications will be made to the
residential lease form as necessary to accommodate any changes of the affordable program,
clarification to policies or applicable laws.
Section 5.6 PRE-OCCUPANCY INSPECTION. An authorized representative of the
Management Company and an adult member of the Household will inspect premises prior to
commencement of occupancy. A move-in inspection form indicating the conditions of premises
will be made, signed, and filed in applicant file.
Section 5.7 RENTAL RATES.
Section 5.7.1 Setting Rental Rates. Rents will be established annually as set
forth in the Rental Rate Policy.
Section 5.7.2 Rental Rents Based on Standard Occupancy. Rents will be
established pursuant to California Health and Safety Code Section 50053 as it relates to
standardized occupancy based on unit size, which is one person in the case of a studio
unit, two persons in the case of a one-bedroom unit, three persons in the case of a two-
bedroom unit, four persons in the case of a three-bedroom unit, and five persons in the
case of a four-bedroom unit. Actual occupancies of each unit will be in accordance with
the Occupancy Standards Policy.
Section 5.7.3 Household Rent. Individual Household rent shall be established
for a Qualified Household after compilation of all Household members' sources of
Incomes, Assets and allowable deductions, and proper notification.
Section 5.8 MAINTENANCE AND ENTRY TO RESTRICTED UNITS.
Section 5.8.1 Inspection. The Management Company or its agent or agents
shall be allowed to enter the apartment as provided by state law. Upon 24-hour notice,
an authorized representative of the Management Company may enter to inspect the
condition of the premises and/or appliances therein. In the event of an emergency, an
Management and Operations—Rental Units Effective November 19,2020
Page 23 of 48
Administrative Plan Section 5: Leasing Policies and Procedures
authorized representative of the Management Company has the right to enter the
Restricted Unit without notice.
Section 5.8.2 Service Request. It is the Resident's responsibility to call in all
service requests to the property office location. Residents must allow maintenance staff
permission to enter the Restricted Unit to perform a maintenance request in the event
the Resident is not home or schedule an appointment during the maintenance hours
Monday through Friday, between 8:00 a.m. and 5:00 p.m. All service requests will be
responded to within a 24-hour period. After hours emergency service is available.
Section 5.9 LEASE RENEWALS. Leases under consideration for renewal by the
Management Company must be renewed prior to the stated expiration of the residential lease or
the Resident reverts to a month-to-month tenancy at the maximum rental rate for the Restricted
Unit.
Leases under consideration for renewal by the Management Company for Residents
that were previously deemed a Qualified Household must recertify their eligibility status annually
in accordance with Section 6 below.
Section 5.10 NO SUBLETTING. The leases shall prohibit subleasing of Restricted
Units in whole or in part.
Section 5.11 LIVE-IN AIDES. A Live-In Aide will be allowed, provided he or she is
essential to the care and well-being of an elderly or disabled person who resides within a
Restricted Unit. The Live-In Aide will be subject to this Plan except where noted and will be
required to sign a consent for the purposes of a background check and an affidavit certifying
annually that he or she qualifies as a Live-in Aide under Title 24 CFR Section 5.403. The Live-
In Aide will also acknowledge acceptance of the terms of occupancy in a Restricted Unit. The
addition of a Live-In Aide must not overcrowd the Restricted Unit as prescribed in the
Occupancy Standards Policy.
Section 5.12 ANIMALS. The leases shall require Residents to comply with the Animal
Policy (attached as Exhibit D).
Management and Operations—Rental Units Effective November 19,2020
Page 24 of 48
Administrative Plan Section 6: Recertification Requirements
Section 6. RECERTIFICATION REQUIREMENTS
Section 6.1 REQUIRED ANNUAL RECERTIFICATION. Qualified Households with a
current lease will be required to recertify annually to ensure the Household remains a Qualified
Household. Failure to recertify will result in the termination of tenancy.
Section 6.1.1 Recertification Appointments. The Management Company will set
appointments with the Resident to bring in the necessary documentation for Income and
Household recertification. The Management Company will set the appointment with the
Resident in advance of the lease renewal date so as to give proper notice to the
Residents of any rental rate adjustment. A Resident that does not provide all the proper
documentation within two weeks from the date of the request for the documentation by
the Management Company will be given notice of discontinuation of assistance and
return to the maximum rental rate for the Restricted Unit at the end of the lease term.
Upon the expiration of the residential lease, the Resident will revert to a month-to-month
tenancy at the maximum rental rate for the Restricted Unit for a period of not more than
six (6) months at which time, with proper Notices having been given, the Resident will
vacate.
Section 6.1.2 Recertification Documentation. The Management Company will
request the necessary documentation for the purpose of recertifying the Household as a
Qualified Household, including but not limited to:
6.1.2.a Updated Income documentation for all household members over
the age of 18 (except for Live-In Aides), including but not limited to tax returns, pay
stubs, bank statements, unemployment earnings statements, and disability or social
security earnings statements.
6.1.2.b Updated Assets documentation for all Household members over
the age of 18 (except for Live-In Aides), including but not limited to documentation of any
interest in real property, savings accounts, stocks, bonds, and other forms of capital
investments.
6.1.2.c Documentation necessary to verify affordable criteria as listed in
Section 4.3 have been met by all Household members.
6.1.2.d Documentation necessary to verify Applicant lease requirements
in Section 4.2.1 through 4.2.6 have been met by all Household members.
6.1.2.e All members of the Household must provide proof of identification
that complies with Exhibit B below for copying.
6.1.2.f Authorization and/or signed consent forms to verify or obtain
Income, Assets, identification and employment information for all Household members
Management and Operations—Rental Units Effective November 19,2020
Page 25 of 48
Administrative Plan Section 6: Recertification Requirements
over the age of 18. All Household members who authorize release of information or
background checks have the rights to privacy under federal privacy laws.
6.1.2.q Any other information reasonably deemed necessary by the
Management Company to determine eligibility.
Section 6.1.3 Annual Recertification Confirmation as a Qualified Household.
Upon receipt of all required recertification documentation required by this Section, the
Management Company will confirm that based on the updated documentation provided
by the Household that the Household remains qualified. In the event the Household
Income requires that the Income Category of the Household be changed in either
direction, the Management Company will adjust the terms of the new lease to reflect the
change in Income Category. (The Management Company will re-lease Restricted Units
according to the Income by Unit Allocation through vacancies to accommodate the
change in Household Income during recertification.) In the event that a Household no
longer can be deemed a Qualified Household after recertification, the Resident will revert
to a month-to-month tenancy at the maximum rental rate for the Restricted Unit for a
period of not more than six months at which time, with proper notices having been given,
the Resident will vacate.
Section 6.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION. A circumstantial
or interim recertification may be conducted upon submission of appropriate documentation by a
Household on a case-by-case basis when deemed necessary by the Management Company.
Such recertification may initiate a new anniversary date for the revised or amended lease on a
case by case basis. This review may occur for either of the following reasons:
Section 6.2.1 Changes in Household Size. Any increase or decrease in
Household size. Changes will only be processed if they are anticipated to continue for 60
or more days.
Section 6.2.2 Change of Household Income. Any increase or decrease in
monthly Household Income in excess of 30 percent. Changes will only be processed if
they are anticipated to continue for 60 or more days.
Section 6.2.3 Temporary Recertification. Recertification may be done on a
monthly or quarterly basis upon declaration by a Resident that the Household Income
has temporarily decreased due to unemployment or disability. Proof of unemployment
or disability will be required.
Section 6.3 ANNUAL INSPECTIONS. At least once annually, an inspection will be
conducted by the Management Company to verify that the Residents occupying the Restricted
Unit have maintained the Restricted Unit in good condition. Such inspections will be by
appointment, but may or may not require the Resident to be present.
Management and Operations—Rental Units Effective November 19,2020
Page 26 of 48
Administrative Plan Section 6: Recertification Requirements
Section 6.4 FALSE STATEMENTS AND WILLFUL OMISSIONS. False statements or
willful omissions made during any recertification process may result in denial of assistance or in
the recapture by the Authority of the rental assistance for any period in which the amount of
rental assistance was affected by any false statement or willful omission.
Management and Operations—Rental Units Effective November 19,2020
Page 27 of 48
Administrative Plan Section 7: Termination of Tenancies and Move-Out Procedures
Section 7 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES
Section 7.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION. The
procedures noted in this Section 7.1 do not apply to evictions.
Section 7.1.1 End of Lease Term. With proper notice, as described in this
section, the Management Company or Resident may terminate a tenancy at the
expiration of the residential lease without reason or cause.
Section 7.1.2 During a Lease Term. A tenancy may be terminated during a
lease term without the termination being deemed an eviction under the following
circumstances:
7.1.2.a Death of the sole Resident of a Restricted Unit.
7.1.2.b By abandonment of the premises by the Resident as determined
in accordance with Civil Code Section 1951.3.
7.1.2.c By the determination by the Management Company of Resident
ineligibility under this Plan.
7.1.2.d By written agreement of both the Management Company and the
Resident.
Section 7.1.3 Notices to Vacate for Termination of Tenancies Other Than by
Eviction.
7.1.3.a Resident Notices to Vacate. Residents providing a written
"Notice of Intent to Vacate" must give 30 days written notice to the Management
Company, unless a different time period for such notice is prescribed by Civil Code
Section 1946 as amended from time to time.
7.1.3.b Management Notices to Vacate. When the Management
Company provides a written "Notice of Termination of Tenancy", the Management
Company must give notice to the Resident in accordance with applicable law.
Section 7.1.4 Move-out Procedures. At such time as a Resident or
Management Company provides a Notice to Vacate as detailed in this Section,
inspections may be requested and will be conducted in accordance with Civil Code
Section 1950.5(f) as amended from time to time.
Section 7.1.4.a Notice of Option to Request an Initial Inspection.
Residents may request an initial inspection of their Restricted Unit upon providing a 30-
day vacating notice to the Management Company. All pre-inspections must be
requested in writing by the Resident, otherwise the Management Company will not
Management and Operations—Rental Units Effective November 19,2020
Page 28 of 48
Administrative Plan Section 7: Termination of Tenancies and Move-Out Procedures
conduct one.
Section 7.1.4.b Scheduling the Initial Move-out Inspection. The
Management Company will attempt to coordinate with the Resident to schedule the
initial inspection at a mutually agreeable time and date. It will not be scheduled more
than two weeks prior to the Resident vacating or the end of the lease date. Scheduling
should allow the Resident ample time to perform repairs and/or cleaning identified during
the initial inspection and relayed to the Resident. The Management Company will give
Resident at least 48 hours' notice of initial inspection.
Section 7.1.4.c Opting Out of a Pre-Inspection. If the Resident does not
request a pre-inspection, the Management Company will not conduct one. Upon the
Resident vacating, the Restricted Unit will be inspected to determine the work necessary
to prepare the Restricted Unit to market and re-lease. Residents are strongly
encouraged to request an initial inspection.
Section 7.1.4.d Inspection Exceptions. The Management Company is
not required to perform an initial inspection if the Resident has been served with an
eviction notice stating that the Resident has failed to pay the rent, violated a provision of
the lease or the rental agreement, materially damaged the property, committed
nuisance, or used the property for an unlawful purpose.
Section 7.1.4.e Inspection Findings. All corrections identified during any
pre-inspection or final inspection will be noted and a copy will be provided to the
Resident as an itemized statement specifying the repairs or cleaning that will be the
basis for deductions to the security deposit. Deductions cannot be taken for conditions
caused by normal wear and tear during tenancy or previous tenancies, or for cleaning a
Restricted Unit that is as clean as it was when the existing Resident moved in.
Section 7.1.4.f Final Inspection. A final inspection will be scheduled at
the time of move-out. The final inspection will be made to note any remaining items not
addressed by the Resident that are still in need of repair or cleaning.
Section 7.1.4.g Resident Presence. Residents may be present during
any of the inspections; however, the inspections may take place in the absence of the
Resident if Resident is not present during the scheduled inspection time .
Section 7.1.5 Maintenance and Repairs Necessary Due to Impending Move-out.
Any corrections identified during an initial move-out inspection and noted on the itemized
statement may be corrected by the Resident by performing any required maintenance as
permitted during the period following the initial move-out inspection through the
termination of the tenancy in order to avoid deductions from the security deposit.
Management and Operations—Rental Units Effective November 19,2020
Page 29 of 48
Administrative Plan Section 7: Termination of Tenancies and Move-Out Procedures
Section 7.2 TERMINATION OF TENANCY THROUGH EVICTION. This Section 7.2
covers eviction policies and reasons for commencing eviction proceedings.
Section 7.2.1 Reasons for Eviction.
Section 7.2.1.a Violations of the Lease. Violations of any of the lease
terms may result in termination of the lease and eviction. These include but are not
limited to, violations of the Authority's Zero Tolerance Policy (attached as Exhibit E), use
of the Restricted Unit for unlawful purposes, destruction or waste of the Restricted Unit,
disruptions of the peaceful enjoyment of other residents in the community, and any
condition caused by the Resident which constitutes a nuisance or jeopardizes the health
and safety of the Resident or other residents of the community.
Section 7.2.1.b Non-Payment of Rent. Non-payment of rent is grounds
for termination of the lease and eviction. Processes for non-payment of rent and the
procedures for filing an unlawful detainer will follow the procedures as outlined in the
California Code of Civil Procedures and the California Civil Code.
Section 7.2.1.c Misrepresentation of Eligibility Under the Plan. False
statements or willful omissions made for the purposes of obtaining or retaining a
Restricted Unit may result in termination of the lease and eviction.
Section 7.2.2 Eviction Process.
Section 7.2.2.a Eviction Notice. Once it has been determined that the
Management Company will proceed with an eviction, the Management Company will
serve the Resident with a notice to vacate the Restricted Unit within the time period
provided under California law.
Section 7.2.2.b Verification of Occupancy. After the Resident's Eviction
Notice expires, the Management Company will attempt to verify occupancy. If the
Restricted Unit is still occupied and no arrangements have been made to vacate,
proceedings for a court ordered eviction will commence. If the Resident has vacated,
but has an outstanding balance due for the tenancy or unit repairs and the security
deposit is insufficient to cover such costs, the Management Company will attempt to
collect the balance due and may use any remedies available including court action. In
the event there are sufficient monies available within the security deposit to cover any
amounts due from the Resident, the deductions and/or refunds shall be made to the
security deposit in accordance with Civil Code Section 1950.5 as amended from time to
time.
Section 7.2.2.c Unlawful Detainer. An unlawful detainer action may be
filed with the superior court in accordance with California law. This provides the
Resident the right to pursue a court hearing regarding the merits and legality of the
eviction.
Management and Operations—Rental Units Effective November 19,2020
Page 30 of 48
Administrative Plan Section 7: Termination of Tenancies and Move-Out Procedures
Section 7.3 REFUND OF SECURITY DEPOSIT. Security deposit refunds will be
processed in accordance with Civil Code Section 1950.5 as amended from time to time.
Section 7.3.1 Notification of Itemized Security Deposit Disposition. After
inspection and assessment of the conditions of the vacated Restricted Unit, and after all
necessary cleaning and repairs have been performed, the Management Company will
notify the Resident of the security deposit disposition within 21 days. The Management
Company will mail or deliver a copy of an itemized statement indicating the detailed
charges against the security received and the amount to be refunded, if any. Attached
to the itemized statement to the Resident shall be copies of invoices and charges
incurred in order to clean or repair the Restricted Unit.
Section 7.3.2 Resident's Entitlement to Security Deposit. If Resident is not
notified as to the disposition of the security deposit within the required notification period
in Section 7.3.1, the Resident shall be entitled to 100 percent of the original security
deposit amount.
Management and Operations—Rental Units Effective November 19,2020
Page 31 of 48
Administrative Plan Section 8: Grievance Process
Section 8 GRIEVANCE PROCESS
Section 8.1 GRIEVANCE APPLICABILITY. This Grievance process shall be
applicable to all Applicants and Residents of the Authority. Grievances that may be considered
under this process will include actions related to the Resident's tenancy, but does not apply to
non-payment of rent and the other matters governed by Section 7.2. Under no circumstance
may a Grievance be filed after issuance of any notice in accordance with Section 7.2.2. A copy
of this process shall be provided to all Residents prior to occupancy of the Restricted Unit, and
shall be provided to any Applicant upon request.
Section 8.2 GRIEVANCES. All Applicants and Residents (hereinafter "Complainant")
shall attempt to resolve disputes and complaints directly with the Property Manager before
seeking the following remedies outlined in this process.
Section 8.2.1 Informal Grievance. Any Grievance shall be presented to the
Property Manager either orally or in writing, within 30 calendar days after the Grievance
arose so that the Grievance may be discussed informally and hopefully resolved.
8.2.1.a The Property Manager shall meet with the Complainant within 24
hours, if possible, at which time the Complainant may present oral and written evidence
or documentation. Within five business days, the Property Manager will prepare a
written summary of this discussion, the Property Manager's decision, the reasons for
that decision, and any steps that will need to be taken to resolve the Grievance. A copy
of the Property Manager's summary will be provided to the Complainant, and a copy will
be filed in the Complainant's file.
8.2.1.b If the Complainant is not satisfied with the Property Manager's
decision, the Complainant must submit a written appeal to the Property Manager within
14 calendar days of receipt of the Property Manager's decision. The Management
Company's Certification Specialist or his or her designee shall meet with the
Complainant within seven business days of receiving the appeal, at which time the
Complainant may present oral and written evidence or documentation. Summary of the
Certification Specialist's decision and the reasons therefor will be put in writing within
five business days, and a copy shall be provided to the Complainant and a copy filed in
the Complainant's file.
8.2.1.c If the Complainant is not satisfied with the Certification
Specialist's decision, the Complainant must submit a written appeal to the Property
Manager within 14 calendar days after receipt of the Certification Specialist's decision.
The Management Company's Regional Vice-President or his or her designee shall meet
with the Complainant within 14 business days of receiving the appeal, at which time the
Complainant may present oral and written evidence or documentation. Summary of the
Regional Vice-President's decision and the reasons therefor will be put in writing within
14 calendar days, and a copy shall be provided to the Complainant and a copy filed in
Management and Operations—Rental Units Effective November 19,2020
Page 32 of 48
Administrative Plan Section 8: Grievance Process
the Complainant's file.
8.2.1.d If the Complainant is not satisfied with the Regional Vice-
President's decision, the Complainant must submit a written appeal to the Property
Manager within 14 calendar days of receipt of the Regional Vice-President's decision.
The Management Company's Corporate Officer or his or her designee shall confer via
telephone or other acceptable communication form (i.e., e-mail, written letter) with the
Complainant within 21 business days of receiving the appeal, at which time the
Complainant may present oral or written evidence or documentation. Summary of the
Corporate Officer's decision and the reasons therefor will be put in writing within 21
business days, and a copy shall be provided to the Complainant and a copy filed in the
Complainant's file.
Section 8.2.2 Informal Hearing. If the Complainant is not satisfied with the
Corporate Officer's decision, the Complainant must submit a written request for informal
hearing to the Property Manager within ten calendar days of receipt of the decision from
the Corporate Officer, at which time the Management Company will arrange for an
impartial, third party arbitration service to hear the matter within 30 business days. The
Complainant will be afforded due process safeguards as prescribed by applicable law,
including but not limited to the rights to present oral and written evidence and to be
represented by an attorney (note: such attorney would be retained at the Complainant's
expense). A summary of the arbitration service's decision will be provided to
Complainant and a copy to the Authority, which copy shall be filed in the Complainant's
file. This decision is final and concludes the Grievance process. An arbitration service
that conducts an informal hearing pursuant to this Section 8.2.2 shall not participate in
another hearing arranged by the Management Company or Authority for three years
following completion of its informal hearing.
Management and Operations—Rental Units Effective November 19,2020
Page 33 of 48
Administrative Plan Exhibit A
EXHIBIT A
PALM DESERT HOUSING AUTHORITY PROPERTIES
MULTI-FAMILY APARTMENTS
Project No. Units Telephone
1 CALIFORNIA VILLAS 141 (760) 345-0452
77-107 California Avenue
2 DESERT POINTE 64 (760) 340-6945
43-805 Monterey Avenue
3 LAGUNA PALMS 48 (760) 836-1455
73-875 Santa Rosa
NEIGHBORS
4 24 (760) 340-6945
73-535 Santa Rosa Way
ONE QUAIL PLACE
5 72-600 Fred Waring Drive 384 (760) 568-9835
6 PALM VILLAGE APARTMENTS 36 (760) 836-1455
73-650 Santa Rosa Way
7 TAOS PALMS 16 (760) 340-6945
44-830 Las Palmas Avenue
8 SANTA ROSA APARTMENTS 20 (760) 836-1455
73-625 Santa Rosa Way
SENIOR APARTMENTS
CANDLEWOOD
9 30 (760) 568-3640
74000-74002 Shadow Mountain Drive
10 CARLOS ORTEGA VILLAS 73 (760) 345-1500
77-915 Avenue of the States
11 CATALINA GARDENS 72 (760) 568-3640
73-600 Catalina Way
12 LA ROCCA VILLAS 27 (760) 773-9040
42-135 Golden Eagle Lane
13 LAS SERENAS 150 (760) 773-9040
73-315 Country Club Drive Desert
14 THE PUEBLOS 15 (760) 568-3640
73-695 Santa Rosa Way
15 SAGECREST SENIOR 14 (760) 568-3640
73-811 Santa Rosa Way
Management and Operations—Rental Units Effective November 19, 2020
Page 34 of 48
Administrative Plan Exhibit B
EXHIBIT B
NON-EXCLUSIVE LIST OF REQUIRED AND PERMISSIVE BACKGROUND CHECK
INFORMATION BY TYPE OF FUNDING
SOURCE FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED
OF INFO INFORMATION INVESTIGATI DISCLOSURE INVESTIGATI DISCLOSURE
ON &CONSENT ON &CONSENT
Housing
Auth.must Must notify
Illegal Drug Use Required require& May obtain applicant,if
applicant basis for
must denial
consent
Housing
Drug Use that Interferes Auth.must Must notify
with Health&Safety of Required require& May obtain applicant,if
Others applicant basis for
must denial
consent
Housing
Auth.must Must notify
Sex Offenses Required require& May obtain applicant,if
Law applicant basis for
enforcem must denial
ent consent
agencies "Serious"crimes
• murder,
mayhem,rape,
burglary
• hate crimes Must notify Must notify
• offenses re applicant,if applicant,if
firearms/ May obtain basis for May obtain basis for
explosives denial denial
• 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
Housing
Auth.must Application
require& must
Social Security Numbers Required applicant May Obtain indicate
must disclosure is
consent voluntary
N/A. But,if
Housing
State/ Housing Auth.Has
Federal unsolicited
Auth.must
Governm evidence
ent Citizenship/Residency Required require& Prohibited that
Info applicant applicant is
must undocument
consent ed,it must
reject the
application
Income/family Housing Housing
composition&tax info, to Required Auth.must Required Auth.must
verify eligibility require& require&
Management and Operations—Rental Units Effective November 19,2020
Page 35 of 48
Administrative Plan Exhibit B
FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED
SOURCE INFORMATION INVESTIGATI DISCLOSURE INVESTIGATI DISCLOSURE
OF INFO
ON &CONSENT ON &CONSENT
•
applicant applicant
must must
consent consent
Investigative Consumer
Report
• Credit History Housing Housing
• Character May Obtain Authority May Obtain Authority
• Reputation must notify must notify
• Personal applicant applicant
characteristics
• Mode of living
May May
• Convictions Obtain,but Obtain,but
Credit • Civil Actions only if Housing only if Housing
Authority Authority
Agencies • Tax Liens credit must notify credit must notify
• Outstanding agency has agency has
Judgments verified applicant verified applicant
info within info within
• Bankruptcies
more than lOy
prior
. Civil Prohibited N/A Prohibited N/A
judgments
more than 7y
old
Relevant background
information
Public ▪ Creditworthine
Records ss
Obtained • Credit standing
From • Credit capacity Must notify Must notify
Other ▪ Civil actions applicant,if applicant,if
Sources; • Convictions basis for basis for
Interviews •
Tax Liens May Obtain denial. May Obtain denial.
with •
Outstanding Consent Consent
Neighbor Judgments recommend recommend
s,Friends •
Character ed. ed.
& •
General
Associate Reputation
s •
Personal
characteristics
• Mode of Living
In addition to credit reporting agencies, background check information may be obtained from
Westlaw, Lexis, Data Quick, Merlin, Choice Point, and similar reputable resources.
Management and Operations—Rental Units Effective November 19,2020
Page 36 of 48
Administrative Plan Exhibit C
EXHIBIT C
[RESERVED]
Management and Operations—Rental Units Effective November 19,2020
Page 37 of 48
Administrative Plan Exhibit D
EXHIBIT D
ANIMAL POLICY
Section 1 Definitions
For purposes of this Animal Policy, the following terms shall have the meanings provided in this
Section:
Section 1.1. 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. Notwithstanding the preceding
definition, the companion animal of an Elderly Household shall also qualify as an Assistance
Animal.
Section 1.2. Owner — shall mean the person with primary responsibility for the care of
a Assistance Animal or Service Animal.
Section 1.3. 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 Assistance Animals or Service Animals
in their Restricted Unit in accordance with this Animal 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;
2. No more than two birds shall be allowed in a Restricted Unit;
Management and Operations—Rental Units Effective November 19,2020
Page 38 of 48
Administrative Plan Exhibit D
3. Fish aquariums must not exceed 15 gallons of water;
4. An animal cannot be kept on the premises if it has a venomous bite; and
5. 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 2.2. 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 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 deposit for any Assistance Animal or
Service Animal, but the Resident is liable for any damage caused by that animal.
Section 3.3. All animals shall be spayed or neutered. If an animal is not spayed or
neutered and has offspring, the Household is in violation of this rule.
Section 4 Sanitation Standards
Section 4.1. 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 4.2. All animals are to be fed inside the Restricted Unit. Feeding is not
allowed on porches, sidewalks, patios or other outside area.
Section 5 Potential Problems and Solutions
Section 5.1. 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 5.2. The Management Company may enter the Resident's Restricted Unit to
Management and Operations—Rental Units Effective November 19,2020
Page 39 of 48
Administrative Plan Exhibit D
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 5.3. If an animal is threatened by the incapacitation or death of the Owner (or
by extreme negligence), 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 Authority may
donate the animal to a humane society. Cost of this professional care will be borne by the
Owner.
Section 5.4. Animals, except for Assistance Animals and Service Animals, are not
allowed on the premises, unless the Owner of such animal(s) is granted a written waiver of this
prohibition and other applicable provisions of this Animal Policy by the Management Company.
Section 5.5. Violation of this Animal Policy by a Resident is subject to:
1. Lease termination proceedings; or
2. Any other penalty determined by the Management Company to be appropriate
under the circumstances.
Section 6 Indemnification by Owner
Section 6.1. 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 Assistance
Animal or Service Animal kept by the Resident in accordance with this Animal 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 November 19,2020
Page 40 of 48
Administrative Plan Exhibit E
EXHIBIT E
Housing Authority Zero Tolerance Policy
PURPOSE
It is the policy of the Authority that prohibited criminal activity will not be tolerated. "Prohibited
criminal activity" includes violent and drug-related criminal activity or any criminal activity that
threatens the health, safety or right to peaceful enjoyment of other Residents or others in the
immediate vicinity in any housing property and/or program administered by the Authority. A copy of
this Zero Tolerance Policy shall be made available to all Applicants and Residents in Authority-
administered programs.
POLICY
The Authority will foster crime-free housing by implementing aggressive strategies that will reflect a
zero tolerance of prohibited criminal activities by enforcing the following actions:
1. Deny or terminate assistance to any Household containing a member that is currently
engaging in, or has engaged in during a reasonable time before applying (as determined by
the Authority): (a) drug-related criminal activity; (b) violent criminal activity; (c) other criminal
activity that would threaten the health, safety, or right to peaceful enjoyment of the premises
or other Residents; or (d) other criminal activity that would threaten the health or safety of
any Authority employee, contractor subcontractor or agent of the Authority.
2. Applications will also be denied for any other activity that could prove to be detrimental to the
health and safety or right to peaceful enjoyment of the other Residents.
3. Conduct a state and nationwide criminal background check for every Household member
over 18, to disclose any criminal background information. Any conviction for criminal, violent
behavior or drug activity during a reasonable time before applying (as determined by the
Authority) may be grounds for denial.
4. Alert Residents residing in the Authority owned housing properties about their obligation to
keep Restricted Units free from prohibited criminal activity.
5. Incorporate an addendum to all leases that includes grounds for termination of tenancy due
to criminal activity.
6. Provide management with required guidelines for screening potential and existing Residents,
inspecting the premises of the property, and taking action against Residents engaged in
criminal activity, fraud, or any nuisances.
7. Work collaboratively with law enforcement agencies to assist in the enforcement of the Zero
Tolerance Policy, as well as crime patterns and other potential problems.
Acknowledgement by Resident Date
Resident Printed Name Authority Property and Apartment No.
Management and Operations—Rental Units Effective November 19,2020
Page 41 of 48
Administrative Plan Exhibit F
EXHIBIT F
HOUSING AUTHORITY PROPERTIES RESIDENT SERVICES BUILDINGS
"HOUSE RULES"
GROUP USE PRIORITIES
Permission for use of the Resident Services Buildings at any of the Palm Desert
Housing Authority ("Authority") Communities shall be granted to the following on a first-
come/first-served basis, subject to the following priorities.
1. Authority Community Leasing Office Activities or Meetings.
2. Authority Community Residents Activities and Programs organized or approved
by the Property Manager (may include daily routine activities).
3. City of Palm Desert, Successor Agency to the Palm Desert Redevelopment
Agency, and Authority meetings or activities.
Management and Operations—Rental Units Effective November 19,2020
Page 42 of 48
Administrative Plan Exhibit F
RESIDENT SERVICES BUILDINGS
HOUSE RULES
1. Operations Hours are 8:00 a.m. to 5:00 p.m., Monday through Friday, except City
observed Holidays which are as follows: New Year's Day, New Year's Eve,
Martin Luther King Jr. Birthday, President's Day, Memorial Day, Independence
Day, Labor Day, Veteran's Day, Thanksgiving Day, and Christmas Day, and
Christmas Eve. The Executive Director, at his/her discretion, may authorize
alternate operating hours from time to time with the proper facility supervision.
2. No disorderly or illegal conduct shall be permitted during any activities or
programs offered in or during the use of the Resident Services Buildings.
3. Smoking is prohibited in the Resident Services Buildings and within 40 feet of all
entrances or exits.
4. Animals, other than those authorized under the Animal Policy, are not permitted
on the Resident Services Buildings property.
5. No food or drink is allowed inside the Resident Services Buildings building except
during organized functions.
6. No alcoholic beverages or controlled substances of any kind are permitted on the
Resident Services Buildings property.
7. The Resident Services Buildings is not responsible for lost or stolen items. It is
strongly recommended that items of value not be brought into the building or on
the premises.
8. Access to the Resident Services Building is such that Residents and attendees
will be walking through residential communities. Courtesy for the quiet
enjoyment of the surrounding Residents should be considered at all times.
9. Prior written approval is required from the Manager for equipment and services
brought in and not directly provided by the Resident Services Buildings.
10. All children under the age of 10 must be accompanied by an adult over the age
of 18. *Note: accompany means within close proximity (within arm's-distance).
Youth organizations (ages 11-18) must have one adult to five minors in
attendance who shall remain in the Resident Services Buildings for the duration
of the activity.
Management and Operations—Rental Units Effective November 19,2020
Page 43 of 48
Administrative Plan Exhibit F
11. The Resident Services Buildings is provided for gatherings and events in an "as
is" condition. "As is" means that the facility user may not remove or displace
furniture and/or other fixtures such as tables, chairs, etc. (collectively "fixtures")
or add or bring in additional fixtures not already provided, and therefore such
fixtures must stay in the same location as originally provided by the Manager;
decorations on walls, tables and other locations, may not be removed, displaced
or covered up in any way. If there are any questions regarding this rule, please
contact the Manager prior to use of the facility. The Manager has the right to
inspect the Resident Services Buildings while in use to ensure compliance with
this provision. Failure to comply with this provision, the event is subject to
immediate cancellation/revocation at the discretion of the Manager.
12. Tape, nails, tacks, putty, screws, staples, decals, powders, wax, paint, etc., are
not permitted in/on the walls, floors, ceilings or fixtures. Rice, birdseed, confetti,
glitter and similar materials may not be thrown inside or outside the facility. No
smoke/fog machines are allowed to be used. Music devices may be acceptable,
however, prior written approval from the Manager is required.
13. All users of the facility shall be aware of the maximum occupancy of the
Resident Service Building and enforce that it is not exceeded. Doors must
remain unlocked during hours of use.
14. In addition to the House Rules and regulations governing the use of the Resident
Services Buildings, all users shall also comply with any applicable local
ordinances of the City of Palm Desert and state and federal laws. Any user who
fails to comply with said rules may be prohibited from entering the premises.
15. Facility users may not list the City of Palm Desert, the Successor Agency, or the
Authority as a sponsor of the activity and may not list the Resident Services
Buildings phone number as the contact in any written materials associated with
any event. The Manager may require copies of all promotional materials used in
conjunction with the use of the facility. Failure to comply with such a request
may result in cancellation of the event.
16. Parking is not available on-site. All facility users will be required to make their
own provision for parking.
17. All users of facility shall be responsible for cleanup after each meeting. Tables
and chairs must be wiped clean after any event.
18. The City of Palm Desert, the Successor Agency, and the Authority assume no
legal responsibility and are not liable for personal injuries, thefts or losses of
private property while on or using the Resident Services Buildings and
associated facilities.
Management and Operations—Rental Units Effective November 19,2020
Page 44 of 48
Administrative Plan Exhibit F
19. Facilities and equipment are to be left in the same condition as they were prior to
the event.
20. Violation of any of these rules by any user during occupancy shall be sufficient
cause for denying further use of the Resident Services Buildings facility to the
organization.
26. These House Rules are issued for specific use of the facility and for specific
hours and the premises must be vacated as scheduled.
27.Failure to observe any rules, regulations, and ordinances of the City of Palm
Desert may be sufficient cause for denying further use of the Resident Services
Buildings facility.
28. Fights, vandalism or unacceptable behavior occurring during an event shall
cause immediate cancellation of the event.
I, the undersigned, acknowledge that I have read all the rules listed above regarding the use of
the Resident Services Buildings and agree to abide by such rules and regulations as set forth by
the Palm Desert Housing Authority.
Resident Signature:
Resident (Printed) Name:
Authority Property:
Apartment Number:
Date:
Management and Operations—Rental Units Effective November 19,2020
Page 45 of 48
Administrative Plan Exhibit F
EXHIBIT G
SMOKE-FREE POLICY
PURPOSE
Section 1. Findings
Section 1.1 On December 10, 2009 the City of Palm Desert (the "City") approved
Ordinance No. 1200 regulating smoking throughout the City to promote public health, safety,
and welfare by discouraging the inherently dangerous behavior of smoking around non-
smokers, especially children; and by protecting the public from exposure to secondhand smoke
where they live, work, and play.
Section 1.2 In accordance with the purposes of Ordinance No. 1200, the Palm Desert
Housing Authority (the "Authority") has declared all of the owned, operated, restricted or
otherwise controlled Authority Properties ("Authority Properties") to be smoke free communities
to insure the quality of air and the safety of its residents.
Section 1.3 Ordinance No. 1200 and this policy recognize there is no constitutional
right to smoke.
Section 1.4 The efforts to designate Authority Properties as smoke-free does not
make the Authority or any of its managing agents the guarantor of health of any person or the
smoke-free condition of any property. The Authority will take reasonable steps to enforce the
Smoke-Free Policy but shall not be required to take to take any action unless the Authority or
any of its managing agents has actual knowledge of the smoking and the identity of the
responsible resident.
Section 2. Definitions
A. "Affordable Residential Community" means a residential property containing two (2) or
more units that are owned, operated and restricted or otherwise controlled by the
Authority.
B. "Authority Property (-ies)" means any community owned, operated restricted or
otherwise controlled by the Authority from time to time.
C. "City" means the City of Palm Desert, and its related entities including the Authority.
D. "Community" see definition for Affordable Residential Community.
E. "Reasonable distance" means a distance of twenty (20) feet from the community, or
such larger area as the City Manager/Executive Director reasonably determines in
writing to be necessary in a given circumstance to ensure that occupants of the
Management and Operations—Rental Units Effective November 19,2020
Page 46 of 48
Administrative Plan Exhibit F
Affordable Residential Community an area in which smoking is prohibited are not
exposed to secondhand smoke created by smokers outside the area.
F. "Resident" means anyone included on a current lease agreement for any unit in an
Authority Property.
G. "Secondhand smoke" means smoke or vapor from tobacco, nicotine products, any weed,
plant or product created by the burning, carrying, or operating of any lighted pipe,
hookah, cigar, cigarette, cannabis product, other tobacco product, electronic cigarette or
similar kind of smoking equipment, and the smoke or vapor exhaled by an individual who
engages in smoking.
H. "Smoke-free Community" means that smoking is prohibited in all areas of the
community, including but not limited to community rooms, community bathrooms,
lobbies, reception areas, hallways, laundry rooms, stairways, offices and elevators,
within the interior of all units, and within the perimeter outside of the buildings including
entry ways, porches, balconies, and patios (to be established in accordance with this
policy).
I. "Smoking" or to "Smoke" means holding, possessing, or operating any lighted pipe,
hookah, cigar, cigarette, cannabis product, other tobacco product, electronic cigarette or
similar kind of smoking equipment that is emitting smoke or vapor from tobacco, nicotine
products, any weed, plant or other product.
Section 3. Smoking Regulation
Section 3.1 Smoking is prohibited in all areas of an Affordable Residential Community
owned, operated, restricted or otherwise controlled by the Authority.
Section 3.2 "No Smoking" signs will be posted at the entrance area of each Affordable
Residential Community.
Section 3.3 All residents of an Affordable Residential Community are required to sign
an acknowledgement that they have received and read a copy of this policy and that they will
observe all rules related to smoking.
Sections 3.4 Residents are responsible for the actions of their household, their guests,
and visitors.
Section 3.5 Failure to adhere to any of the conditions of this policy will constitute both
a material non-compliance with the rental/lease agreement and a serious violation of the rental
agreement.
Section 3.6 Residents will be responsible for all costs to remove smoke, odor, or
residue upon any violation of this policy.
Section 3.7 Any resident who smells smoke in an Affordable Residential Community
or otherwise observes a violation of this policy should report this to the Authority Property
Management and Operations—Rental Units Effective November 19,2020
Page 47 of 48
Administrative Plan Exhibit F
manager as soon as possible. No person shall harass or attempt to intimidate any person
seeking to obtain compliance with this policy.
Section 3.8 This policy does not require residents to quit smoking in order to live in an
Authority Property. Authority staff will provide information regarding smoking cessation
resources to residents who wish to quit smoking.
Section 4. Implementation Timeline and Procedure
Section 4.1 This policy shall be implemented as follows:
All Affordable Residential Communities owned, operated, restricted or otherwise
controlled by the Authority will be 100% smoke free from the date this resolution is
implemented, provided the Authority has satisfied all notice requirements provided under the
laws of the State of California.
RESIDENT ACKNOWLEDGEMENT
As head of household, I hereby acknowledge that I have received, read, and that I understand
the above smoking policy and I agree to abide by the provisions. I understand acknowledge that
failure to comply with any part is cause for termination of my lease.
Resident Signature:
Resident (Printed) Name:
Authority Property:
Apartment Number:
Date:
Management and Operations—Rental Units Effective November 19,2020
Page 48 of 48
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: August-20
REPORT DATE: 9/1/2020 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-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 4 5 5 6 4 5 5 5 6 7 7
c. Occupied Units 138 137 137 136 136 135 137 136 136 136 135 134 134
d. Pending Leases 5 3 4 5 4 3 2 3 3 4 4 4 3
e. Ending Occupied&Pre-leased 143 140 141 141 140 138 139 139 139 140 139 138 137
f. Down Units 0 1 2 2 2 2 2 2 2 4 3 3 4
g. Number of Wait List Contactees 79 18 89 37 18 15 10 15 45 135 98 82 128
h. Re-Cert Pkts Sent Out During Month 12 10 10 6 7 11 7 9 0 0 32 12 11
i. Number of Traffic Qualified 15 8 10 15 10 12 9 20 2 0 0 4 0
j. Number of Traffic Non-Qualified 0 0 2 0 0 0 0 5 0 0 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 3 3 4 3 2 1 1 1 2 2 2 1
c. Occupied Units 61 61 61 60 61 62 63 63 63 62 62 62 63
d. Pending Leases 1 0 1 1 2 _ 1 0 0 0 1 0 1 0
e. Ending Occupied&Pre-leased 62 61 62 61 63 63 63 63 63 63 62 63 63
f. Down Units 0 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 41 43 76 63 49 37 0 0 29 36 22 7 0
h. Re-Cert Pkts Sent Out During Month 4 10 5 4 1 6 4 2 3 6 8 6 5
i. Number of Traffic Qualified 22 20 34 34 29 19 14 5 3 7 10 7 10
j. Number of Traffic Non-Qualified 0 0 34 0 0 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 1 2 1 1 0 0 1 2 1 2 2 0 0
c. Occupied Units 47 46 47 47 48 48 47 46 47 46 46 48 48
d. Pending Leases 2 2 0 1 0 0 0 1 0 1 2 0 0
e. Ending Occupied&Pre-leased 49 48 47 48 48 48 47 47 47 47 48 48 48
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 19 25 20 0 0 22 40 26 10 15 25 11 10
h. Re-Cert Pkts Sent Out During Month 5 3 4 4 3 4 3 3 4 5 5 4 5
i. Number of Traffic Qualified 19 8 8 5 4 11 7 3 2 1 1 4 3
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 0 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 24 24 24 24 24 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 24 24 24 24 24 24 24 24 24 24 24 24 24
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 3 1 1 3 3 _1 4 2 3 0 1 1 3
i. Number of Traffic Qualified 16 9 17 21 17 14 11 3 0 6 5 6 10
j. Number of Traffic Non-Qualified 0 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 22 25 22 20 22 21 15 14 16 12 14 18 16
c. Occupied Units 362 359 362 364 362 363 369 370 368 372 370 366 368
d. Pending Leases 14 10 5 11 9 8 5 1 0 2 1 2 1
e. Ending Occupied&Pre-leased 376 369 367 375 371 371 374 371 368 374 371 368 369
f. Down Units 13 17 15 14 12 12 11 11 11 9 7 5 6
g. Number of Wait List Contactees 170 85 53 123 98 55 110 46 64 83 40 35 170
h. Re-Cert Pkts Sent Out During Month 29 29 25 29 26 28 23 29 36 21 23 24 29
i. Number of Traffic Qualified 86 97 103 79 58 104 I 78 79 60 66 86 89 79
j. Number of Traffic Non-Qualified 0 1 1 5 2 20 3 2 1 1 2 3 5
09/01/2020 Page 1 of 11 MOS Multi-Family 8.20
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-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 1 0 0 1 2 2 3 2 2 3
c. Occupied Units 36 36 35 35 36 36 35 34 34 33 34 34 33
d. Pending Leases 0 0 0 0 0 1 0 1 1 1 1 2 1 2
e. Ending Occupied&Pre-leased 36 36 35 35 36 36 36 35 35 34 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 0 0 18 25 0 0 45 18 10 18 16 35 42
h. Re-Cert Pkts Sent Out During Month 1 1 2 8 6 0 0 4 0 3 3 1 1
i. Number of Traffic Qualified 4 5 7 3 4 8 5 1 0 0 1 1 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 1 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 1 1 0 0 1 1 1 1 0 0 0
c. Occupied Units 20 20 19 19 20 20 19 19 19 19 20 20 20
d. Pending Leases 0 0 1 1 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 20 20 20 20 20 20 19 19 19 19 20 20 20
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 40 9 7 5 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 0 9 0 1 4 4 4 1 0 0 2 1
i. Number of Traffic Qualified 4 4 0 2 0 0 3 0 0 0 0 1 0
j. 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 1 1 0 0 1 1 1 1 0 0 0
c. Occupied Units 16 16 15 15 16 16 15 15 15 15 16 16 16
d. Pending Leases 0 0 1 1 0 0 0 0 0 1 0 0 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 15 15 15 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 43 48 0 0 0 10 19 11 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 0 1 3 0 1 1 3 2 _ 0 0 0 1
i. Number of Traffic Qualified 11 9 14 16 14 13 11 3 0 6 5 6 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 29 34 33 33 30 29 24 26 27 26 26 29 27
c. Occupied Units 704 699 700 700 703 704 709 707 706 707 707 704 706
d. Pending Leases 22 15 12 20 15 12 8 6 4 10 9 8 6
e. Ending Occupied&Pre-leased 726 714 712 720 718 716 717 713 710 717 716 712 712
f. Down Units 13 19 18 17 15 1 15 1 14 1 14 14 14 11 9 11
g. Number of Wait List Contactees 309 171 299 296 165 129 245 124 184 303 201 170 350
h. Re-Cert Pkts Sent Out During Month 56 54 57 57 47 55 46 56 49 35 72 50 56
i. Number of Traffic Qualified 177 160 193 175 136 181 138 114 67 86 108 118 106
j. Number of Traffic Non-Qualified 0 1 37 5 2 20 3 7 1 2 2 3 5
09/01/2020 Page 2 of 11 MOS Multi-Family 8.20
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: August-20
REPORT DATE: 9/1/2020 TERESA VAKILI
"SENIOR PROPERTIES" Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-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 3 3 5 2 1 1 0 0 1 1
c. Occupied Units 29 29 29 27 27 25 28 29 29 30 30 29 29
d. Pending Leases 0 0 0 0 0 1 1 1 0 0 0 0 0
e. Ending Occupied&Pre-leased 29 29 29 27 27 26 29 30 29 30 30 29 29
f. Down Units 1 1 1 2 2 0 1 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 50 58 10 16 16 25 23 37 16
h. Re-Cert Pkts Sent Out During Month 5 1 1 4 2 0 1 4 4 7 2 4 2
i. Number of Traffic Qualified 2 2 10 0 0 2 3 2 1 0 0 0 0
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 2 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 0 0 1 1 1 0 1 0 0 0 0 0
c. Occupied Units 73 73 73 72 72 72 73 72 73 73 73 73 73
d. Pending Leases 1 0 3 1 1 1 1 1 0 0 1 1 2
e. Ending Occupied&Pre-leased 74 73 76 73 73 73 74 73 73 73 74 74 75
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 39 38 34 25 30 32 63 35 64 27 50 34 65
h. Re-Cert Pkts Sent Out During Month 5 7 2 2 2 3 4 7 8 9 7 8 5
i. Number of Traffic Qualified 24 22 20 16 16 16 25 27 23 7 1 1 3
j. Number of Traffic Non-Qualified 6 7 6 3 2 7 12 3 3 2 7 5 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 0 1 0 0 3 2 2 1 3 4 6
c. Occupied Units 71 72 72 71 72 72 69 70 70 71 69 68 66
d. Pending Leases 1 0 0 1 0 0 1 0 1 0 0 0 1
e. Ending Occupied&Pre-leased 72 72 72 72 72 72 70 70 71 71 69 68 67
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 35 49 21 45 28 36 51 26 26 22
h. Re-Cert Pkts Sent Out During Month 8 6 2 8 4 3 5 7 2 11 4 7 18
i. Number of Traffic Qualified 11 6 20 10 13 14 8 2 2 0 2 1 3
j. 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 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 27 27 27 27 27 27 27 27 27 27 27 27 27
d. Pending Leases 0 0 0 0 0 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 0 0 0 0 0 0 0 0 15
h. Re-Cert Pkts Sent Out During Month 2 0 3 2 1 2 2 4 3 2 4 1 2
i. Number of Traffic Qualified 31 20 21 17 17 29 33 28 0 9 15 13 9
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 2 2 2 1 1 1 1 1 2 3 3 2
c. Occupied Units 149 148 148 148 149 149 149 149 149 148 147 147 148
d. Pending Leases 0 1 1 0 0 0 0 0 0 1 0 0 1
e. Ending Occupied&Pre-leased 149 149 149 148 149 149 149 149 149 149 147 147 149
f. Down Units 0 1 1 1 1 1 1 1 1 1 1 1 0
g. Number of Wait List Contactees 20 30 0 20 15 0 38 0 25 20 35 40_ 84
h. Re-Cert Pkts Sent Out During Month 14 17 9 5 7 15 4 7 8 20 19 13 12
i. Number of Traffic Qualified 38 29 29 28 21 34 36 29 12 23 37 29 26
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
09/01/2020 Page 3 of 11 MOS Senior 8.20
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b. Vacant Units 2 2 2 0 0 0 0 0 0 0 1 1 0
c. Occupied Units 13 13 13 15 15 15 15 15 15 15 14 14 15
d. Pending Leases 1 1 2 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 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 47 5 15 15 0 0 0 0 2 0 11 7 3
h. Re-Cert Pkts Sent Out During Month 0 1 0 1 1 1 1 2 2 0 3 6 2
i. Number of Traffic Qualified 3 3 10 2 2 0 3 0 0 0 0 1 0
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 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 0 0 0 1 1 1 0 0 0 3 3 3
i. Number of Traffic Qualified 0 0 8 0 0 0 2 0 0 0 0 0 0
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 5 5 5 7 5 7 6 5 4 3 7 9 9
c. Occupied Units 376 376 376 374 376 374 375 376 377 378 374 372 372
d. Pending Leases 3 2 6 2 1 2 3 2 1 1 1 1 4
e. Ending Occupied&Pre-leased 379 378 382 376 377 376 378 378 378 379 375 373 376
f. Down Units 1 2 2 3 3 1 2 1 1 1 1 1 0
g. Number of Wait List Contactees 106 73 49 95 144 111 156 79 143 123 145 144 205
h. Re-Cert Pkts Sent Out During Month 34 32 17 22 18 25 _18 31 27 49 42 42 44
i. Number of Traffic Qualified 109 82 118 73 69 95 110 88 38 39 55 45 41
j. Number of Traffic Non-Qualified 6 7 6 3 2 7 12 3 3 2 7 7 3
09/01/2020 Page 4 of 11 MOS Senior 8.20
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
No. of Units Average Mo. Rent
Extremely Low
0-30% 185 276
Very Low
31-50% 246 464
51-80% 204 735
Moderate
81%-120% 71 1,116
Total 706 648
Senior Complexes
No. of Units Average Mo. Rent
Extremely Low 125 246
0-30%
Very Low 170 445
31-50%
Low 66 735
51-80%
Moderate 11 1,076
81%-120%
Total 372 625
HOUSEHOLD SIZE
AM % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 10,540 220 12,050 251 13,550 282 15,060 314
25% 13,175 274 15,063 314 16,938 353 18,825 392
30% 15,850 330 18,100 377 21,720 453 26,200 546
35% 18,445 384 21,088 439 23,713 494 26,355 549
40% 21,080 439 24,100 502 27,100 565 30,120 628
45% 23,715 494 27,113 565 30,488 635 33,885 706
50% 26,400 550 30,150 628 33,900 706 37,650 784
55% 28,985 604 33,138 690 37,263 776 41,415 863
60% 31,620 659 36,150 753 40,650 847 45,180 941
65% 34,255 714 39,163 816 44,038 917 48,945 1,020
70% 36,890 922 42,175 1,054 47,425 1,186 52,710 1,318
75% 39,525 988 45,188 1,130 50,813 1,270 56,475 1,412
80% 42,200 1,055 48,200 1,205 54,250 1,356 60,250 1,506
85% 44,795 1,120 51,213 1,280 57,588 1,440 64,005 1,600
90% 47,430 1,186 54,225 1,356 60,975 1,524 67,770 1,694
95% 50,065 1,252 57,238 1,431 64,363 1,609 71,535 1,788
100% 52,700 1,318 60,250 1,506 67,750 1,694 I 75,300 I 1,883
105% 55,335 1,383 63,263 1,582 71,138 1,778 79,065 1,977
110% 57,970 1,449 66,275 1,657 74,525 1,863 82,830 2,071
115% 60,605 1,515 69,288 1,732 77,913 1,948 86,595 2,165
120% 63,250 1,581 72,300 1,808 81,300 2,033 90,350 2,259
Riverside County Income Eligibility as of 7/1/20. Monthly rent is exclusive of Utility Allowance.
09/01/2020 Page 5 of 11 Summary Rpt#1
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Aug-20
REPORT DATE: 9/1/2020 REPORTED BY: TERESA VAKILI
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 UNITS 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 3 149 3 149
b. 1 BR,1 BA 3 116 1 151 8 164 12 151
c. 2 BR,1 BA 3 126 1 169 2 169 6 148
d. 2 BR,2 BA 1 - 7 172 8 151
e. Totals 20% 3_ 4_ 1_ 0_ 18_ 1_ 0— 2_ 29
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 200 5 200
b. 1 BR,1 BA 14 233 4 210 5 224 22 225 45 226
c. 2 BR,1 BA 4 238 2 253 1 235 7 242
d. 2 BR,2 BA 2 235 4 235 12 238 18 237
e. Totals 21-25% 14_ 9_ 7_ 4_ 38_ 2— 1— 0_ 75
3.VERY LOW:26-30%OF MEDIAN
a. Studio 2 261 1 235 3 252
b. 1 BR,1 BA 20 301 1 279 2 293 21 276 44 288
c. 2 BR,1 BA 5 355 4 351 2 352 2 352 13 353
d. 2 BR,2 BA 1 355 1 352 4 352 15 355 21 354
e. Totals 26-30% 20 4 4 4 41 4 2 2 81
4.VERY LOW:31-35%OF MEDIAN
a. Studio 2 323 2 323
b. 1 BR,1 BA 13 348 2 327 1 341 11 344 27 345
c. 2 BR,1 BA 2 369 2 390 1 366 1 366 6 375
d. 2 BR,2 BA 1 366 7 377 8 376
e. Totals 31-35% 13_ 4_ 2_ 0_ 20_ 2— 1— 1_ 43
5.VERY LOW:36-40%OF MEDIAN
a. Studio 1 353 1 353
b. 1 BR,1 BA 10 408 2 385 10 404 22 404
c. 2 BR,1 BA 7 434 5 469 3 431 15 445
d. 2 BR,2 BA 5 431 1 431 13 430 19 431
e. Totals 36-40% 10 3 5 1_ 30 5 3 0 57
6.VERY LOW:41-45%OF MEDIAN
a. Studio 2 404 1 404 3 404
b. 1 BR,1 BA 15 464 2 443 3 457 13 459 33 460
c. 2 BR,1 BA 12 497 1 496 2 496 2 496 17 496
d. 2 BR,2 BA 1 496 3 496 8 499 12 498
e. Totals 41-45% 15_ 4_ 5_ 3_ 33_ 1_ 2— 2_ 65
7.VERY LOW:46-50%OF MEDIAN
a. Studio 6 470 1 470 7 470
b. 1 BR,1 BA 14 545 3 533 14 534 31 539
c. 2 BR, 1 BA 1 564 11 585 4 572 3 582 2 582 21 581
d. 2 BR,2 BA 2 582 2 582 18 584 22 583
e. Totals 46-50% 14 7 6 2 mil 43 4_4111 3 2 81
Total very low= 89 35 30 14 223 19 12 9 431
• Percent of total 66.42% 55.56% 62.50% 158.33%l - 60.60% 57.58% 60.00% 56.25% 61.05%
8.LOWER: 51-55%OF MEDIAN
a. Studio 1 505 1 505
b. 1 BR,1 BA 8 590 1 559 2 573 8 571 19 579
c. 2 BR,1 BA 10 630 3 650 2 627 1 627 16 633
d. 2 BR,2 BA 1 627 7 630 8 630
e. Totals 51-55% 8 2 2 1_ 25 3 2 1_ 44
9.LOWER:56-60%OF MEDIAN
a. Studio 2 556 2 556
b. 1 BR,1 BA 7 650 2 617 1 631 7 643 17 642
c. 2 BR,1 BA 6 700 4 717 3 692 13 703
d. 2 BR,2 BA 6 692 1 692 14 692 21 692
e. Totals 56-60% 7_ 4_ 7_ 1_ 27_ 4— 3— 0_ 53
09/01/2020 Page 6 of 11 Rpt#1 Multi-Family 8.20
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA 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 OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 0 -
b. 1 BR,1 BA 5 698 2 675 9 698 16 695
c. 2 BR,1 BA 1 740 3 761 2 758 1 758 4 758 11 757
d. 2 BR,2 BA 1 758 1 758 7 755 9 755
e. Totals 61-65% 5_ 3_ 1_ 1_ 19_ 2_ 1 4_ 36
11.LOWER:66-70%OF MEDIAN
a. Studio 4 772 4 772
b. 1 BR,1 BA 3 919 3 861 6 890
c. 2 BR,1 BA 2 976 1 1,006 3 986
d. 2 BR,2 BA 2 1,006 4 1,009 6 1,008
e. Totals 66-70% 3_ 4_ 0_ 2 7 2 _ 1 0 19
12.LOWER:71-75%OF MEDIAN
a. Studio 2 772 1 772 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 1,085 4 1,072 6 1,077
e. Totals 71-75% 4_ 3_ 2_ 1 12_ 0- 0- 0 22
13.LOWER:76-80%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR,1 BA 8 915 3 906 5 922 16 915
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% 8_ 5_ 0_ 0_ 16_ 1- 0- 0_ 30
Total lower= 35 21 12 6 106 12 7 5 204
• Percent of total 26.12% 33.33% 25.00% 25.00% 28.80% 36.36% 35.00% 31.25% 28.90%
14.MODERATE:81-120%OF MEDIAN
a. Studio 2 772 2 772
b. 1 BR, 1 BA 9 940 3 947 1 920 15 914 28 926
c. 2 BR, 1 BA 1 1,289 1 1,289 8 1,143 2 1,261 1 1,289 2 1,140 15 1,187
d. 2 BR,2 BA 1 1,289 5 1,173 4 1,177 16 1,172 26 1,177
Total moderate= 10 7 6 4 39 2 1 2 ll 71
Percent of total 7.46% 11.11% 12.50% 16.67% 10.60% 6.06% 5.00% 12.50% 10.06%
15.Total units occupied: 134 63 48 24 368 33 20 16 706
16.Occupancy rate= 95% 98% 100% 100% 96% 92% 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 I 98%
09/01/2020 Page 7 of 11 Rpt#1 Multi-Family 8.20
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Aug-20
REPORT DATE: 9/1/2020 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 2 185 6 186
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 20% 2 2 5 2 5 0 0i 16
2.VERY LOW:21-25%OF MEDIAN
a. Studio 10 289 10 197 23 223 43 232
b. 1 BR,1 BA 4 210 2 220 3 271 9 235 1 224 1 210 20 232
c. 2 BR,1 BA 2 229 2 229
d. 2 BR,2 BA 0 -
e. Totals 21-25% 6 10- 12 3 32 1 1_ 65
3.VERY LOW:26-30%OF MEDIAN
a. Studio 7 359 11 255 8 285 26 292
b. 1 BR, 1 BA 5 289 5 340 2 333 6 272 18 302
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 26-30% 0 7 16 5 10 0 6 44
4.VERY LOW:31-35%OF MEDIAN
a. Studio 5 407 7 296 11 341 23 342
b. 1 BR,1 BA 3 337 1 458 4 337 3 388 10 366 4 351 25 362
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 31-35% 3 6- 11- 3- 21 4- 0_ 48
5.VERY LOW:36-40%OF MEDIAN
a. Studio 5 465 6 347 11 399 22 400
b. 1 BR,1 BA 4 395 3 395 5 446 4 437 3 399 2 385 21 415
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 36-40% 4 5 9 5 15 3 2_ zMil
6.VERY LOW:41-45%OF MEDIAN
a. Studio 7 523 1 398 12 457 20 477
b. 1 BR,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- 16 immlb. 2- 1 38
7.VERY LOW:46-50%OF MEDIAN
a. Studio 9 599 4 464 12 533 _ 25 546
b. 1 BR,1 BA 2 529 3 674 1 529 7 582 1 533 1 519 15 582
c. 2 BR,1 BA 1 576 1 576
d. 2 BR,2 BA 0 -
e. Totals 46-50% 3=. 12 5 0 19 1- 1_ 41
Total very low= 22 50 61 22 118 11 11 295
• Percent of total 75.86% 68.49% 92.42% 81.48% 79.73% 73.33% 78.57% 79.30%
8.LOWER:51-55%OF MEDIAN
a. Studio 5 639 4 573 9 610
b. 1 BR,1 BA 1 569 2 719 2 569 4 627 1 573 2 559 12 612
c. 2 BR,1 BA _ 0 -
d. 2 BR,2 BA _ 0 -
e. Totals 51-55% 1 7 2 0 8 1 2 21
9.LOWER:56-60%OF MEDIAN
a. Studio 5 697 1 592 _ 6 680
b. 1 BR,1 BA 2 627 1 740 1 627 2 678 1 692 3 631 10 656
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 56-60% 2 IIII 6 1 2 2 3 0 16
09/01/2020 Page 8 of 11 Rpt#1 Senior 8.20
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 1
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
10.LOWER:61-65%OF MEDIAN
a. Studio 4 755 6 683 10 712
b. 1 BR,1 BA 1 758 1 758
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 61-65% 0 4- 0- 0- 7 0- 0_ 11
11.LOWER:66-70%OF MEDIAN
a. Studio 3 976 1 766 4 924
b. 1 BR,1 BA 1 906 1 957 2 932
C. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 66-70% 0 3 2 1 0 0 0_
12.LOWER:71-75%OF MEDIAN
a. Studio 1 920 1 920
b. 1 BR,1 BA 1 916 1 916
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 71-75% 1 0 0 0 1 0 0_
13.LOWER:76-80%OF MEDIAN
a. Studio 2 986 4 920 6 942
b. 1 BR,1 BA 1 916 2 1,140 1 906 4 1,026
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 76-80% 1 2 0 0 6 M. 0 1 r- 10
Total lower= 5 22 5 3 24 4 3 66
Percent of total 17.24% 30.14% 7.58% 11.11% 16.22% 26.67% 21.43% 17.74%
14.MODERATE:81-120%OF MEDIAN
a. Studio 3 920 3 920
b. 1 BR,1 BA 1 916 2 1,008 3 1,190 6 1,084
c. 2 BR,1 BA 1 1,289 1 1,289
d. 2 BR,2 BA 1 1,289 1 1,289
Total moderate= 2 1 0 2 6 0 0 11
Percent of total 6.90% 1.37%` 0.00% 7.41% 4.05% 0.00% 0.00% 2.96%
15.Total units occupied: 29 73 66 27 148 15 14 372
16.Occupancy rate= 97% 100% 92% 100% 99% 100% , 100% 98%
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 I1 98% 11
09/01/2020 Page 9 of 11 Rpt#1 Senior 8.20
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Aug-20 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 9/1/2020
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 35 30 14 223 19 12 9 431
Total rental income 32,824 11,095 11,129 5,431 84,723 7,988 5,336 3,564 162,090
Per occupied unit 369 317 371 388 380 420 445 396 376
LOWER:51%-->80%
Occupied units 35 21 12 6 106 12 7 5 204
Total rental income 26,553 15,461 8,544 5,174 83,409 9,426 5,094 3,659 157,320
Per occupied unit 759 736 712 862 787 786 728 732 771
MODERATE:81%-->120%
Occupied units 10 7 6 4 39 2 1 2 71
Total rental income 9,749 6,963 6,785 4,708 41,606 2,522 1,289 2,280 75,902
Per occupied unit 975 995 1,131 1,177 1,067 1,261 1,289 1,140 1,069
Summary Income:
Rental 69,126 33,519 26,458 15,313 209,738 19,936 11,719 9,503 395,312
Other Income:
Laundry 397 1,036 688 611 3,414 555 - 140 6,841
Other (1,111) (4,335) 896 (2,406) 18,996 109 (1,264) (672) 10,213
Total Operating Income 68,411 30,220 28,042 13,518 232,149 20,600 10,455 8,971 412,367
Occupied Units 134 63 48 24 368 33 20 16 706
Income per occupied unit 511 480 584 563 631 624 523 561 584
EXPENSES
Operating Expenses:
Payroll 19,475 9,404 9,562 3,463 65,743 5,469 4,387 2,871 120,373
Per occupied unit 145 149 199 144 1- 166 219 179 171
Administrative 9,197 4,580 2,340 1,228 25,635 2,779 2,306 832 48,897
Per occupied unit 69 73 49 51 84 115 52 69
Advertising/Promotion - - - - 66 - - - 66
Per occupied unit - - - - - - - 0
Contract Services 4,200 1,906 2,000 1,720 10,648 805 1,000 745 23,024
Per occupied unit 31 30 42 72 24 50 47 33
Utility Services 7,404 4,564 5,113 1,843 31,063 2,366 1,298 997 54,648
Per occupied unit 55 72 107 77 84 72 65 62 77
Maintenance 10,418 3,502 3,106 1,153 48,489 2,740 2,150 3,053 74,612
Per occupied unit 78 56 65 48 132 83 107 191 106
Replacement expense 2,341 1,430 2,107 - 50,278 787 - - 56,943
Per occupied unit 17 23 44 - 137 24 - - 81
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 53,034 25,386 24,227 9,407 231,922 14,947 11,142 8,499 378,564
Per occupied unit 396 403 505 392 630 453 557 531 536
Summary Revenue and Expenses
Total Operating Income 68,411 30,220 28,042 13,518 232,149 20,600 10,455 8,971 412,367
Total Operating Expenses 53,034 25,386 24,227 9,407 231,922 14,947 11,142 8,499 378,564
Monthly Net Operating Income 15,377 4,834 3,815 4,111 226 5,653 (687) 473 33,802
Per occupied unit 115 77 79 171 1 171 (34) 30 48
FYTD Net Operating Income* 42,973 21,324 15,884 11,546 170,203 14,685 5,194 4,274 286,083
Previous Fiscal Year NOI(6/30/2020)* 116,695 43,371 16,516 32,760 592,459 59,315 14,842 (15,739) 860,219
For comparison purposes,Net Operating Income YlD 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).
09/01/2020 Page 10 of 11 Rpt#2 Multi-Family 8.20
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Aug-20 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 9/1/2020
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 22 50 61 22 118 11 11 295
Total rental income 7,659 22,347 17,751 8,347 42,379 4,272 3,574 106,329
Per occupied unit 348 447 291 379 359 388 325 360
LOWER: 51%-->80%
Occupied units 5 22 5 3 24 4 3 66
Total rental income 3,655 16,778 3,437 2,313 17,820 2,465 2,394 48,492
Per occupied unit 731 763 687 771 743 616 798 735
MODERATE: 81%-->120%
Occupied units 2 1 - 2 6 - - 11
Total rental income 2,205 1,289 2,016 6,330 11,840
Per occupied unit 1,103 1,289 1,008 1,055 1,076
Summary Income:
Rental 13,519 40,414 21,188 12,676 66,529 6,737 5,598 166,661
Other Income:
Laundry - 282 135 3 727 - - 1,147
Other 120 2,656 175 (301) 3,389 - 689 6,728
Total operating income 13,639 43,352 21,498 12,378 70,644 6,737 6,287 174,536
Occupied Units 29 73 66 27 148 15 14 372
Income per occupied unit 470 594 326 458 449 449
EXPENSES
Operating Expenses:
Payroll 5,998 14,480 11,498 4,170 16,431 2,911 1,549 57,036
Per occupied unit 207 198 174 154 111 194 111 153
Administrative 1,410 3,973 5,949 1,343 8,152 811 741 22,379
Per occupied unit 49 54 90 50 55 54 53 60
Advertising/promotion - 55 - - 9 - - 64
Per occupied unit - 1 - - 0 - - 0
Contract services 2,759 1,930 2,766 1,505 4,550 530 425 14,465
Per occupied unit 95 26 56 31 35 30 39
Utility services 2,067 6,038 6,078 340 10,211 593 895 26,222
Per occupied unit 71 13 69 40 64 70
Maintenance 1,600 1,128 4,011 1,243 8,106 120 - 16,207
Per occupied unit 55 46 55 8 - 44
Replacement expense 60,936 - 664 - 10,978 - - 72,578
Per occupied unit 2,101 - ., - 74 - - 195
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 74,769 27,603 30,967 8,601 58,435 4,965 3,610 208,950
Per occupied unit 2,578 378 469 319 395 331 258 562
Summary Revenue and Expenses
Total Operating Income 13,639 43,352 21,498 12,378 70,644 6,737 6,287 174,536
Total Operating Expenses 74,769 27,603 30,967 8,601 58,435 4,965 3,610 208,950
Monthly Net Operating Income (61,130) 15,749 (9,469) 3,777 12,209 1,772 2,677 (34,415)
Per occupied unit (2,108) 216 (143) 140 82 118 191 (93)
FYTD Net Operating Income* 5,264 33,968 (7.599) 8.339 63,441 2.320 5.871 I 111.605
Previous Fiscal Year NOI(6/30/2020)* (54,658) 127,976 (56,076) (4,693) 316,267 (14,141) 4,244 I 318,921
*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)
09/01/2020 Page 11 of 11 Rpt#2 Senior 8.20
Palm Desert Housing Authority
Project Report
September 2020
California Villas-141 Units
77-107 California Drive
• Completed two(2)make ready units which include painting,cleaning and maintenance
• Stump removal by unit#A-5
• Installed new front door in unit#D-9
• Replaced 2 new front of line cleanouts,clean out sewer boxes and a section of sewer pipe in front of
units#B-3 and#I-4
• Repaired and refinished tub in the bathroom of units#C-11,#F-10 and#F-11
• Detailed office,clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
08/31/20
#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 2/2 1 0
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Deck and plastering renovation for pool and spa completed
• Installed new pool sign
• Repaired corroded gas main line for unit#A
• Inspected all fire extinguishers throughout the property
• Cleaned top floor railings and detailed elevator
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room,dumpsters and enclosures
08/31/20
#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 0/0 0/0 0 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Completed two(2)make ready units which include painting,cleaning and maintenance
• Irrigation repair by Buildings#1,#8 and#19
• Put new plants by unit#707
• Replaced power supply in Building#5 for fire alarm system
• Detailed clubhouse,office,pool and laundry rooms
• Cleaned debris and leaves around sidewalks,parking lots and carports
08/31/20
#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 0/0 0 0
1
Palm Desert Housing Authority
Project Report
September 2020
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed one(1)make ready units which include painting,cleaning and maintenance
• Irrigation repair next to Buildings#A,#C,#E,#K,#N and#0
• Removed two(2)broken tree branches North of unit#D-4 due to high winds
• Detailed office,clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways,carports,dumpster and enclosures
08/31/20
#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)
27 0/0 2/2 0 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Irrigation repairs throughout the property
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways,dumpster area,parking lots and carports
08/31/20
#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
Lacuna Palms-48 Units
73-875 Santa Rosa Way
• Repaired and refinished tub in the bathroom of occupied unit#37
• Repaired two(2)water leaks located on the cold and hot water lines in unit#30
• Irrigation repair next to units#13,#16 and#20
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
08/31/20
#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 0/0 0/0 0 0
2
Palm Desert Housing Authority
Project Report
September 2020
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Irrigation repair near Clubhouse and North of property
• 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
08/31/20
#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 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
• Cleaned duct in unit#145 and 206,previous residents were heavy smokers
• Repaired and refinished the tub and kitchen counter in units#145 and#225
• Irrigation repair next to units#121, 138, 149, 156, 166 and 205
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks,lightings,dumpsters and enclosures
08/31/20
#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)
47 0/0 0/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Painted dumpster enclosure and utility closet doors
• Irrigation repair next to units#4,#23,parking space#304 and parking space#310
• Cleaned and detailed pool,stairs,dumpsters and enclosures
• De-webbed,cleaned debris and leaves throughout the property
08/31/20 _
#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 0 0
3
Palm Desert Housing Authority
Project Report
September 2020
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed six(6)make ready units which includes painting,cleaning,and maintenance
• Deck and plastering renovation for pool and spa#1,#2 and#3 completed
• Installed new pool auto fill unit for pool#2 and spa#1
• Replaced pool filter internal grids for pool#1 and pool#2
• Repaired leaking pool return lines in the pool equipment area#4
• Repaired and refinished tub and kitchen counter in units#1807,2406,2708,3006,3109 and 4304
• Irrigation repair by Buildings 9, 18,25,27,32,40 and dumpster#2
• Removed broken tree branch by unit#2113
• Repaired leaking hot water line in the kitchen of unit#1503
• De-webbed,cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools,sidewalks,parking areas,dumpsters and enclosures
08/31/20
#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)
168 0/1 4/2 5 5
Palm Village-36 Units
73-650 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning,and maintenance
• Detailed laundry
• Unclogged kitchen sink drain line in unit#213
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
08/31/20
#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 0/0 0/0 0 0
Pueblos-15 Units
73-695 Santa Rosa Way
• Detailed laundry room and mailboxes
• Cleaned and detailed pool,pool furniture,dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
08/31/20
#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
4
Palm Desert Housing Authority
Project Report
September 2020
Sage 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
08/31/20
#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 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Hydro jetted the sewer main line for units#5 and#6.Cleaned the carpet in unit#5 that was
damaged from the flood
• Cleaned stairs throughout property
• De-webbed,cleaned debris and leaves around parking lots,dumpster area and enclosures
08/31/20
#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 0 0
Taos Palms-16 Units
44-830 Las Palmas
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Replaced water heater in unit#6
• Irrigation repair to unit2#2,#12,#13,#14 and#15
• Painted utility closet doors
• 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
08/31/20
#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 0 0
ALL PDHA PROPERTIES
• Annual tree pruning
• Scalped and re-seeded grass area
07/31/20
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)
398 0/1 8/6 6 5
5