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Home My WebLink About2019-06-12 CITY OF PALM DESERT HOUSING COMMISSION MEETING . 014,7h, "' MINUTES • JUNE 12, 2019 I. CALL TO ORDER Gregory Ballard, Housing Commission Chair, convened the meeting at 3:30 p.m. II. ROLL CALL Present: Absent: Greg Ballard, Chair Arthur Katz Juan Mireles, Vice Chair Donna Ault Jann Buller Dennis Guinaw Melody Morrison Others Present: Kathleen Kelly, City Council Member Liaison Jessica Gonzales, Senior Management Analyst Teresa Vakili, RPM Company Patty Leon, Recording Secretary Cora Gaugush, Management Specialist II III. ORAL COMMUNICATIONS IV. APPROVAL OF MINUTES A. MINUTES of the Housing Commission meeting of May 8, 2019. Motion was made by Commissioner Juan Mireles to approve the minutes of the Housing Commission meeting of May 8th, 2019. Motion was seconded by Commissioner Jann Buller and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). 1 Housing Commission Minutes June 12, 2019 V. NEW BUSINESS A. Approve Change Order No. 1 and Accept Contract No. HA37350 with S&T Contractors, Inc. Cora Gaugush summarized the staff report, stating that the project is complete and in accordance with the contract requirements. Commissioner Jann Buller inquired on the change order. Mrs. Gaugush explained that upon completion of the project, the contractor made available left over material that could be used for future repairs. The left over material will be stored at One Quail Place's storage facility. Commissioner Donna Ault asked if costs to repair the handrails, in the event a handrail became damaged, is included in the contract of which Mrs. Gaugush replied yes. Motion was made by Commissioner Dennis Guinaw to forward the recommendation to the Housing Authority to Approve Change Order No. 1 and accept Contract No. HA37350 with S&T Contractors, Inc. dba Service Master Restoration by S&T of Santa Clarita, California, for the Top Stair Handrail Replacement at One Quail Place, as complete and authorize the City Clerk to file a Notice of Completion (Project No. 821- 19). Motion was seconded by Commissioner Donna Ault and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). B. Approve an extension to Contract No. HA37270 with John Harrison Contracting, Inc., for HVAC Mechanical Systems Maintenance Services Jessica Gonzales summarized the staff report, stating that these contracted services are part of the Energy Savings Assistance Program ("ESAP") which allows the Authority to pay for a small co-pay to replace HVAC systems. HVAC systems have to be in working conditions and at least 10 years old to qualify for the replacement program. The contract's extension will include an increase in price for the costs to replace those HVAC systems that do not qualify for the ESAP. Commissioner Melody Morrison asked about swamp coolers at the properties; Mrs. Gonzales replied that the properties do not have swamp coolers. Motion was made by Commissioner Jann Buller to forward the recommendation to the Housing Authority to Approve an Extension to Contract No. HA37270 with John Harrison Contracting, Inc., for HVAC 2 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 Mechanical Systems Maintenance Services at the Palm Desert Housing Authority properties in the amount not to exceed $175,000 for FY 2019/2020. Motion was seconded by Commissioner Donna Ault and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). C. Authorize the use of Curtis Allan Floorcoverings, Inc. (Mohawk) Jessica Gonzales stated that as part of the purchasing policy in place, the Authority is allowed to purchase and procure products and materials through a government cooperative pricing under the Sourcewell contract with Mohawk. Mohawk has selected Curtis Allan Floorcoverings as the certified installer for this area. Curtis Allan has been the floor installer at the properties for the last five years and have performed satisfactory. It is a prevailing wage contract. In addition, Curtis Allan solicited other flooring options through the government cooperative pricing and found Engineered Floors, LLC, (on the Agenda as Item D for discussion). This will allow the communities to seek different flooring options in terms of durability and quality in the volume needed for all communities. Commissioner Melody Morrison inquired why the properties are not purchasing carpet through Home Depot and Lowes currently both on contract with the Authority and asked if padding was included in both Mohawk and Engineered Flooring's contracts. Teresa Vakili stated that RPM Company inquired with Lowe's to purchase carpet and padding however, unfortunately they do not carry the volume required and are not consistent with carpet options. In addition, Mrs. Gonzales mentioned that both Mohawk and Engineered provide warranties; Lowe's and Home Depot do not. Engineered flooring provides a 10-year warranty on their flooring. Commissioner Morrison asked about the removal of the existing carpet. Mrs. Gonzales replied that Curtis Allan is responsible for the removal of the carpets and installation as well. Commissioner Greg Ballard asked about possibly donating the carpets after they are removed if there is any value to them. Mrs. Gonzales replied that the carpets in need of replacement are not in a condition to be donated. In fact, as part of the contract, Curtis Allan will recycle the used carpets. 3 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 Motion was made by Commissioner Juan Mireles to forward the recommendation to the Housing Authority to Authorize the use of Curtis Allan Floorcoverings, Inc. for purposes of procuring floor coverings and related supplies and services with Mohawk Carpet Distribution, Inc. at the Palm Desert Housing Authority properties in a total annual amount not to exceed $125,000. Motion was seconded by Commissioner Melody Morrison and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). D. Authorize the use of Curtis Allan Floorcoverings, Inc. (Engineered Floors, LLC) Jessica Gonzales summarized the staff report. Motion was made by Commissioner Dennis Guinaw to forward the recommendation to the Housing Authority to Authorize the use of Curtis Allan Floorcoverings, Inc. for purposes of procuring floor coverings and related supplies and services with Engineered Floors, LLC, (dba J+J Flooring Group and dba EF Contract) at the Palm Desert Housing Authority properties in a total annual amount not to exceed $125,000. Motion was seconded by Commissioner Jann Buller and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). E. Authorize Award of Contract No. HA to Garland/DBS, Inc., for roof repairs and related services Jessica Gonzales stated that Garland has been performing satisfactorily under its current contract that is expiring June 30, 2019. Staff would like to enter into a new contract for a term of three years. As part of the response to U.S. Communities solicitation for roof repairs and related services, Garland included competitively bided labor rates for the installation from roofing companies nationally. Although the national installation labor rates have been accepted and established as part of the U. S. Communities' contract terms, Garland will re-bid project specific labor with Riverside County contractors to ensure the local county installation labor rates are comparable with the national rates. Garland has confirmed to the Authority, as a participating entity, the U.S. Communities contract terms, products, product warranty, services and pricing. Commissioner Juan Mireles asked if the roofing companies obtained by Garland are local companies. 4 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 Mrs. Gonzales stated that most of the local roofing companies do not want to meet the prevailing wage requirement and therefore Garland extended their solicitations within the Riverside County area. Upon questioned, Mrs. Gonzales stated that the contract with Garland will be in a total annual amount not to exceed $75,000 for three years. Motion was made by Commissioner Juan Mireles to forward the recommendation to the Housing Authority to Authorize Award of Contract No. HA to Garland/DBS, Inc., for roof repairs and related services at the Palm Desert Housing Authority properties in a total annual amount not to exceed $75,000. Motion was seconded by Commissioner Donna Ault and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). F. Authorize the use of Sherwin Williams Company Jessica Gonzales stated that in order to provide the volume and paint materials needed to continue routine, recurring maintenance at the properties, staff would like to use The Sherwin-Williams Company as a vendor, on an as needed basis for one year. Commissioner Melody Morrison asked if staff solicited bids from other paint companies such as Dunn Edwards, Vista, etc., as well. Mrs. Gonzales stated that it is difficult to obtain quotes/bids from other companies because paint colors and products do not always match up. RPM Company has used Dunn Edwards, Vista, Sherwin Williams, and Lowes in the past and found that Sherwin Williams carry a larger selection of paints with a higher quality for the interior/exterior of the buildings, pool decks, patios, specialty paints such as nonslip resistant and for smoke units required at the properties. Motion was made by Commissioner Melody Morrison to forward the recommendation to the Housing Authority to Authorize the use of Sherwin Williams for purchase of paint and paint related materials and supplies for the Palm Desert Authority Properties for FY 2019/2020. Motion was seconded by Commissioner Juan Mireles and carried by 6- 0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). 5 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 G. Approval of the Vendor List for the Authority rental properties Jessica Gonzales summarized the staff report. Motion was made by Commissioner Dennis Guinaw to forward the recommendation to the Housing Authority to Streamline the use of named vendors for the Authority by granting exception to the bidding requirements and approving the Authority Vendor List. Motion was seconded by Commissioner Jann Buller and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). H. Adopt Resolution No. HA Amending and Restating the Bylaws for the Palm Desert Housing Commission Jessica Gonzales reiterated staff's recommendation to move the Housing Commission meetings to a different Wednesday of the month due to scheduling conflicts with staff members who also attend other meetings at the same time the Housing Commission currently meets. With the Commission's concurrence and upon Authority Board approval, the Housing Commission meetings will meet on the first Wednesday of the month commencing September 4th, 2019 at 3:30 p.m. in the North Wing Conference Room. Motion was made by Commissioner Jann Buller to forward the recommendation to the Housing Authority to Waive further reading and adopt Resolution No. HA Amending and Restating the Bylaws for the Palm Desert Housing Commission, which adopts the First Wednesday of the month as a regular meeting date that is mutually acceptable to the Housing Commission. Motion was seconded by Commissioner Juan Mireles and carried by 6-0 vote (AYES: Ault, Buller, Guinaw, Mireles, Morrison, and Ballard; NOES: none; ABSENT: Katz). VI. CONTINUED BUSINESS VII. REPORTS AND REMARKS A. COMMISSION REPORTS Jessica Gonzales reminded the Housing Commission of the Ethic's Training required by State Law. The City's Attorney will be providing a live instruction workshop on Wednesday June 26, 2019 from 10:00 a.m. to 12:00 p.m. at City Hall. There is also an on-line training course of which 6 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 staff will email the Commission with the web address link and deadline to complete the training. B. SUMMARY OF CITY COUNCIL, SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY, AND HOUSING AUTHORITY AGENDA ITEMS A memo summarizing the approved action items from the City Council and Authority Board meetings was provided to the Commission for review. C. RPM Company Monthly Reports for April • Monthly Occupancy Status Report • Report #1 - Monthly Occupancy and Average Rent Statement • Report #2 - Monthly Net Operating Income Statements The Commission reviewed the Reports for April. Teresa Vakili reported that the properties are 98.2% occupied. Staff completed 69 re-certifications; there were 13 move-ins and 10 move-outs. Jessica Gonzales stated that there was an inquiry at the last meeting with regard to the number of households in each unit. She noted that when RPM Staff compiled the report there were 1082 units occupied with 1788 individuals residing in the Authority communities. D. HOUSING AUTHORITY PROPERTIES UPDATE An update on the Housing Authority Properties was provided to the Commission for review (May) Teresa Vakili summarized the report highlighting that staff completed 466 service requests and completed 4 unit renovations that included new cabinets and countertops. Commissioner Melody Morrison asked about the vacant units on the property update report for an extended time. Ms. Vakili explained that the vacant units mentioned on the report are not the same units each month. Jessica Gonzales mentioned that One Quail Place has approximately 15 down units due to plumbing issues that require attention that are part of the re-plumbing project. 7 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 Commissioner Morrison asked about the number of handicap units at the properties. Ms. Vakili stated that when the properties were built, ADA requirements were different in terms of the number of units required as ADA. However staff modified reasonable accommodations on an individual basis only. New units will have to comply with ADA codes. Commissioner Jann Buller inquired on the bee removals at the properties and is it becoming a problem. Ms. Vakili replied that Vector Control inspect the communities from time to time and have not reported a swarm problem. Commissioner Dennis Guinaw inquired on the shopping carts at One Quail Place. Ms. Vakili stated that residents will bring back shopping carts from neighboring stores and leave the carts all over the property. RPM maintenance staff will then relocate the carts to one particular section of the property and store them until the department store can pick them up. She noted that 30 carts have been stored at one time. In the event the store does not retrieve their carts, RPM staff will haul them back to the appropriate store. Councilmember Liaison Kathleen Kelly suggested contacting the Public Works Department given that they also address abandoned shopping carts. F. Authority Home Improvement Program (HIP) Update (Jessica) ACTIVITY (May 2019) Inquiries (calls, walk-ins, emails): 2 Applications Provided: 0 Applications Received: 2 Application being processed 1 Eligible (possibly meets criteria): 1 Ineligible (does not meet criteria): 0 Energy Savings Assistance Programs Referrals: 0 (JHC Construction - SCE/Gas Co) Jessica Gonzales reported that homeowners inquiring about the program are typically referred to other programs such as the Energy Savings Assistance Programs. 8 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc Housing Commission Minutes June 12, 2019 VIII. NEXT MEETING DATE — July 10th, 2019 IX. ADJOURNMENT With Commission concurrence, Chair Ballard adjourned the meeting at 4:21 p.m. to July 10th 2019. Patty Leon, Recording Secretary 9 G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\6-12-19 doc PALM DESERT HOUSING COMMISSION MEETING Wednesday, July 10th, 2019 The attached staff report is being provided for review and recommendation to the Housing Authority Board meeting of July 11 , 2019. V. New Business: A. Award Contract No. C38850 for Arboricultural Services to West Coast Arborists Rec: By Minute Motion: That the Palm Desert Housing Commission forwards the recommendation to the Housing Authority to Award Contract No. C38850 for Arboricultural Services to West Coast Arborists, Inc. of Grand Terrace, California, in an amount not to exceed $890,000 (Project No. 933-20) Action: Contract No. C38850 STAFF REPORT CITY OF PALM DESERT PALM DESERT HOUSING AUTHORITY PUBLIC WORKS DEPARTMENT MEETING DATE: July 11, 2019 PREPARED BY: Randy Chavez, Landscape Supervisor Diane Hollinger, Horticulturist REQUEST: Award Contract No. C38850 for Arboricultural Services to West Coast Arborists, Inc. of Grand Terrace, California, in an amount not to exceed $890,000 (Project No. 933-20). Recommendation By Minute Motion: 1. Award a three-year contract for Arboricultural Services to West Coast Arborists, Inc. of Grand Terrace, California, in an amount not to exceed $890,000 annually. 2. Authorize the Mayor/Executive Director to execute the agreement. Funds for the portion of the contract relative to the City, Desert Willow, and Assessment Districts are available in Account No. 1104610-4332001, 1104610-4337100, 1104611- 4332001, 1104614-4337001, 4414195-4332000, and the Assessment District Fund 200 accounts. Funds for the portion relative to the Housing Authority are set aside in the 2019- 20 operating budgets. Committee/Commission Recommendation The Housing Commission will review this recommendation at its regular meeting of July 10, 2019. Upon request, a verbal report will be provided at the Authority's regular meeting of July 11, 2019. Strategic Plan Objective Parks & Recreation, Priority 1 states in part, "Prepare for the financial requirements of maintaining existing parks to the highest level of service." Background Analysis Historically, the City awarded two separate tree maintenance contracts as well as several smaller scale tree projects by low bid on an annual basis. For the most part, this has July 11, 2019 - Staff Report Award Contract No. C38850 to West Coast Arborists, Inc. (Project No. 933-20) Page 2 of 3 resulted in poor pruning practices, an inability to meet schedules, and has contributed to tree decline and deterioration. In addition, having multiple contractors maintaining the City's various trees contributes to scheduling conflicts, variance in tree maintenance standards, and difficulty in budgeting for services. For these reasons, in concurrence with the City Attorney, staff created a Request for Proposal with six specific requirements from proposers, including: 1) Quality and Completeness of Proposal, 2) Corporate Capability, 3) Reference Evaluation, 4) Information Management, 5) Services, and 6) Cost. These requirements will ensure contractors have the experience, capability, qualifications, and resources to provide such services. On June 2, 2019, staff advertised a Request for Proposals for Arboricultural Services. This contract consolidates several annual tree maintenance services such as palm tree pruning, broadleaf tree pruning, emergency removal, and tree planting work into one comprehensive contract. The contract covers the City's entire Urban Forest, which includes parks, medians, City-maintained properties, Desert Willow Golf Resort, and the Palm Desert Housing Authority properties. Neighboring cities such as Indio, Coachella, and Palm Springs adopted this unified tree maintenance model and have found this type of agreement beneficial. Under this type of agreement, work such as palm tree pruning and hardwood tree pruning will be scheduled annually, consistent with existing practices. Emergency work due to vandalism, accidents, and other extra work will be performed on an as needed and per request basis. Under this contract, staff will issue work orders for maintenance and emergency repairs that detail the work to be performed and the timeframe to complete it, following the pricing schedule listed in the proposal. City staff will ensure that the work is up to City standards, and that the total annual contract amount does not exceed $600,000 for the City's portion, $175,000 for Desert Willow Golf Resort, and $115,000 for the Housing Authority properties; a total of$890,000. This contract also includes performing an updated inventory that documents tree species, location, size, and defects and/or disease. Industry standards recommends updating a City's Urban Forest inventory every three to five years, but the City's tree inventory was last performed 10 years ago. The updated inventory will use the latest technology to map and manage the Urban Forest, and the selected contractor will be responsible to update the database with any changes. On June 26, 2019, proposals for a three-year contract with two, one-year options to extend were received by Public Works Department. A panel comprised of various departments throughout the City reviewed both proposals and the table below contains the proposing firms and their ranking: Firm Location Ranking West Coast Arborists, Inc. Grand Terrace, CA 1 Union Tree & Palm Service, Inc. Cathedral City, CA 2 July 11, 2019 - Staff Report Award Contract No. C38850 to West Coast Arborists, Inc. (Project No. 933-20) Page 3 of 3 The local company, Union Tree & Palm Service, Inc. failed to provide the requested Information Management material, a critical component of this contract, and therefore ranked lower than West Coast Arborists, Inc. Staff budgeted $890,000 in the City's budget for Fiscal Year (FY) 2019-20 exclusively for tree maintenance. In FY 2018-19 a total of $655,650 was budgeted for tree work; however, this budget did not include emergency work (wind damage, vandalism, vehicle accidents) that occurred throughout the year. Staff also took into consideration rising fuel costs and wage rates, and while$890,000 has been budgeted for this Fiscal Year, it does not necessarily mean the full amount will be spent. In addition, maintaining a healthy Urban Forest requires all trees to be pruned a minimum of once every five (5) years. Currently, an average of only 15% of hardwood trees are pruned yearly. This does not include trees that must be pruned for safety reasons on a yearly or twice-yearly basis. The approved budget will bring the total number of non-safety related trees pruned closer to 20% per year. City staff determined the requested amount is sufficient for the performance of the various arboricultural services needed throughout the City. It will also allow the contractor to mitigate hazardous conditions and/or address any necessary extra work, in accordance with the pricing structure included in the proposal. Fiscal Analysis Tree maintenance is an ongoing activity that is included in the Fiscal Year 2019-20 budget; therefore, there is no fiscal impact beyond the annual contract amount. LEGAL REVIEW DEPT. REVIEW FINANCIAL CITY MANAGER REVIEW N/A 111 1W1,(1-- Robert W. Hargreaves Tom Garcia, P.E. Jan M. Moore Lauri Aylaian City Attorney Director of Public Works Director of Finance City Manager CONTRACTOR: West Coast Arborists, Inc. 21718 Walnut Avenue Grand Terrace, CA 92313 ATTACHMENTS: Proposal Agreement and Bonds SECTION VII—COST PROPOSAL TO BE SUBMITTED IN A SEPARATE SEALED ENVELOPE PROJECT NO.933-20 ARBORICULTURAL SERVICES MATRIX AND COMPENSATION COST OF SERVICES CHART PALM I TREE WORK am ITEM 1 DESCRIPTION UNIr UNIT PRICE NO. 1, Annual Hardwood Tree Pruning i Each 1 City Parks Each + $1 l 4.00 i Medians NM $114.00 � �~- Facilities Each ____ $114.00 Desert Willow Golf Resort Each . $134.00 Housing Authority— Each $134.00_ " - SUETOTAL $610.00 • Approximate Paining Dates: The annual he food tree pruning for the City and Housing Authority will take place during the Spring and/or Fall season,es Summer is not suggested due to the stress pruning puts on trees. The majority of the annual hardwood tree pruning at Desert 1 Willow Golf Resort will take place between August 1 and September 20,as this is best for the¢ overall Desert Willow operation. The second pruning window would be December 1 through s December 24.Scheduled work may be subject to Change. t 81D ITE- --� DESCRIPTION I UNIT UNIT PRICE 1 NO. 1- - 2 Annual Washfngtonia_Palm Pruning k Each 1 � City Parks E Each I� _ ' $44.00 Medians - = Each 1 44.00 - Facilities - Each j� $44 DO i. Desert Willow Golf Resort- I Each I $44.00 r TM- Housing Authority _ l Each $44.00 _— _ r SUBTOTAL ' 50-i (BB&K 2018) Exhibit C-2 72500.00001\31605757.1 Rev 11-9-18 MO ITEM DESCft1PTION NO. UNIT UNIT PRICER 3. Annual Phoenix Palm PrunIn Each - City Parks • Each • $44.00 Medians Each -ti_ Facilities $44.00 Each _ Each Desert Willow Golf Resort $44.00 $44.00 Housing Authority Each $44.00 SUBTOTAL - -- _ o� - BID ITEM DESCRIPTION $220.00 NO. UNIT UNIT PRICE 4, Annual Other Palm Prunin Each - — City Parks . Each $44.00 Medians Each I Housing Authority . Each $44.00 SUBTOTAL $44.00 $132.00 PALM/TREE WORK TOTAL $i,182.00 ADDITIONAL SERVICES BID ITEM DESCRIPTION NO. UNIT UNITPRICE . Plant 24'Box Tree Each '2 Plant Box Tree $344 00 Each 3. Crew Rates—Regular Hours flours 0944 00 4. Crew Rates—After Hours 82.00/Mon/hr. Hours 5. Service Request Pruning 0•to 6"DBH . .Each $102$52Man/hr. 6. Service Request Pruning 7"to 12"DBH Each 52.00— 7. Service Request Pruning 113"to IB" Each . $104.00 DBH $144.00 51-1 (88&K 2018) Exhibit C-3 72500.00001131605757.1 Rev 11-9-18 . Service Request Pruning 19"to 24" Each DBH $194.00 9 Service Request Pruning 25"to 31" Each DBH $244.00 10. Service Request Pruning 25"to 31" Each DBH $244.00 11. Service Request Pruning Over 31'DBH Each 12. — Palm Skinnin $294.00 g Fer Linear Foot $14.00 13. Pest Control and/or Fertilization Service Each - 14. Hedge/Screen Pruning Tamarisk Trees Per $94.00 or Similar Linear Foot $34.00 15. Tree and Palm Tree Removal "8"-10"Stump Grind Each $794.00 Tree and Palm Tree Removal Each - - "Entire Root Ball $2,194.00 16. Eucalyptus Tree Pruning Each $294.00 Eucalyptus Crown Reduction Each -- 1 7 Arborist Reporting/Ass $454.00 (Include Levell,Level2,and Level 3) Rate t $154.00 16 Crane Services and/or Non-standard Hourly Heavy Equipment Rate $154.00 ADDITIONAL SERVICES TOTAL $6,934.00 Planting to include stakes per City Standard Irrigation adjusting or installation and update the tree inventory(including dump fees). "When trees or palms are removed (slump or entire root bail) all grindings are to be removed and replaced with clean backfill soil. Irrigation damage to be repaired as part of the work.When the entire root ball is removed,the hole shall be backfilled with clean soil and native soil(includes all dump fees and materials). 52-1 (BB&K 2018) Exhibit C-4 72500.00001\31605757.1 Rev 11-9-18 TREE/PALM INVENTORY INITIAL COST PER UNIT Housing Authority - $1.50 Desert Willow $1.50 City Parks,Medians,and Facilities _ $1.50 UPDATING COST PER UNIT OF TREE INVENTORY (for Newly Planted Trees Added To The Inventory) Housing Authority 3.00 Desert Willow 3.00 City Parks,Medians,and Facilities - 3.00 INVENTORY TOTAL: $13.50 PALM!TREE WORK, ADDITIONAL SERVICES& INVENTORY GRAND TOTAL: $ 8,129.50 SIGNATURE OF PROPOSER (If an individual, so state. If a Firm or co-partnership, slate the Firm name and list the names of all individuals,co-partners composing the firm.If a corporation,state legal name of corporation and names of president,secretary,treasurer,and manager thereof.) Business Address: 21718 Walnut Avenue.Grand Terrace.CA 923'3 Date: 6/24/19 Telephone No. 1909 ) 783-6544 . I declare under penalty of perjury that the foregoing is true and correct. Executed this 24th day of June at Anahe.rr . ,California 53-1 (BB&K 2018) Exhibit C-5 72500.00001131605757.1 Rev 11-9-18 PALM DESERT HOUSING COMMISSION MEETING Wednesday, July 10th, 2019 The attached staff report is being provided for review and recommendation to the Housing Authority Board meeting of July 11 , 2019. V. New Business: B. Accept the work as complete for Contract No. HA37860 with New Construction Solutions, Inc. Rec: By Minute Motion: That the Palm Desert Housing Commission forwards the recommendation to the Housing Authority to accept the work as complete for Contract No. HA37860 with New Construction Solutions, Inc., for plumbing Re-pipe for Building No. 33 at One Quail Place Apartments. Action: STAFF REPORT PALM DESERT HOUSING AUTHORITY HOUSING DEPARTMENT MEETING DATE: July 11, 2019 PREPARED BY: Jessica Gonzales, Senior Management Anal" r REQUEST: Accept the work as complete for Contract No. HA37860 with New Construction Solutions, Inc., for Plumbing Re-pipe for Building No. 33 at One Quail Place Apartments Recommendation By Minute Motion. that the Authority Board. 1) Accept the work as complete for Contract No. HA37860 with New Construction Solutions, Inc.. for Plumbing Re-pipe for Building No. 33 at One Quail Place Apartments 2) Authorize the Authority Secretary to file a Notice of Completion for the project. 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 July 10, 2019. Upon request. a verbal report will be provided at the Authority's regular meeting of July 11: 2019. Strategic Plan This request does not apply to a specific strategic plan goal. Background Analysis On November 15. 2018, the Palm Desert Housing Authority Board authorized the award of Contract No. HA37860 to New Construction Solutions, Inc., ("New Construction") for Plumbing Re-pipe for Building No. 33 at One Quail Place Apartments. The Notice to Proceed was issued on February 6, 2019. 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. G1HOUSING1Jessca Gon,ales'STAFF REPORTSt20191PDHA--Staff Report•NewCoastucaon 0 q Bldg 31 NOG 7-11 19 doc June 27, 2019 — STAFF REPORT Housing Authority — Contract No. HA37860, Notice of Completion Page 2 of 2 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 direct fiscal impact with the approval of the request. LEGAL REVIEW DEPT. REVIEW FINANCIAL CITY REVIEW MANAGER NIA Robert H. Hargreaves Ryan Stendell ',I et Moore Lauri Aylaian City Attorney Director of Communit, Development irector of Finance City Manager CONTRACTOR: New Construction Solutions, Inc. P.O. BOX 1436 La Quinta, CA 92247 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 .nterest 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 subdivis on of the State of California, and whose address is 73-510 FRED WARING DRIVE, PALM DESERT, CALIFORNIA 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 :n paragraph 1, is in fee. 4. That on the 11th day of July, 2019 a work of improvement described as Plumbing Re-pipe Services for Building 33 at One Quail Place, Contract No. HA37860, on the real property herein described was completed. 5. That the name of the original contractor if any, for said work of improvement was: New Construction Solutions, Inc., 53641 Avenida Villa, La Quinta, CA 92253 6. That the real property herein referred to is situated in the City of Palm Desert, County of Riverside, State of California, and ,s described as One Quail Place, 72-600 Fred Waring Drive, Palm Desert, California 92260 (APN 640-040-008 and APN 640-040-009) PALM DESERT HOUSING AUTHORITY a California public body, corporate and politic Dated: July 11, 2019 By: Susan Marie Weber, Chairman STATE OF CALIFORNIA } }ss COUNTY OF RIVERSIDE } I hereby certify that I am the Secretary of the governing board of the PALM DESERT HOUSING AUTHORITY, CALIFORNIA, the political subdivision which executed the foregoing Notice and on whose behalf I make this verification: That I have read said Notice, know its contents, and that the same is true. I certify under penalty of perjury that the foregoing is true and correct. Executed at Palm Desert, California,on this day of , 20 . RACHELLE D KLASSEN SECRETARY �� PALM DESERT HOUSING AUTHORITY S'i I . k : MEMORANDUM �T61�73$,w TO: HOUSING COMMISSION FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST DATE: July 10, 2019 SUBJECT: SUMMARY OF AGENDA ITEMS AND ACTIONS Agenda Items: No Agenda Items to Report Action Items: The following are APPROVED action items from the Council/Housing Authority meetings: June 13, 2019 1. (HA) Approved Change Order No. 1 and accept Contract No. HA37350 with S&T Contractors, Inc. dba Service Master Restoration by S&T of Santa Clarita, California, for the Top Stair Handrail Replacement at One Quail Place, as complete and authorize the City Clerk to file a Notice of Completion (Project No. 821-19). 2. (HA) Approved an Extension to Contract No. HA37270 with John Harrison Contracting, Inc., for HVAC Mechanical Systems Maintenance Services at the Palm Desert Housing Authority properties in the amount not to exceed $175,000 for FY 2019/2020. 3. (HA) Authorized the use of Curtis Allan Floorcoverings, Inc. for purposes of procuring floor coverings and related supplies and services with Mohawk Carpet Distribution, Inc. at the Palm Desert Housing Authority properties in a total annual amount not to exceed $125,000. G\HOUSING\Patty Leon\Housing Commisslon\Scanned Agenda Packet\2019 Agenda\7-10-19\7-10-19 doc SUMMARY OF AGENDA ITEMS AND ACTIONS July 10, 2019 Page 2 of 2 June 27, 2019 1. (HA) Authorized the use of Curtis Allan Floorcoverings„ Inc. for purposes of procuring floor coverings and related supplies and services with Engineered Floors, LLC,(dba J+J Flooring Group and dba EF Contract) at the Palm Desert Housing Authority properties in a total annual amount not to exceed $125,000. 2. (HA) Authorized Award of Contract No. HA38940 to Garland/DBS, Inc., for roof repairs and related services at the Palm Desert Housing Authority properties in a total annual amount not to exceed $75,000. 3. (HA) Authorized the use of Sherwin Williams for purchase of paint and paint related materials and supplies for the Palm Desert Authority Properties for FY 2019/2020. 4. (HA Approved to streamline the use of named vendors for the Authority by granting exception to the bidding requirements and approving the Authority Vendor List. 5. (HA) Waived further reading and adopt Resolution No. HA-93 Amending and Restating the Bylaws for the Palm Desert Housing Commission, which adopts the First Wednesday of the month as a regular meeting date that is mutually acceptable to the Housing Commission. 6. (CC) (HA) Approval of Resolutions and Actions related to Adoption of the Fiscal Year 2019-2020 Budget and Capital Improvement Program G\HOUSING\Patty Leon\Housing Commission\Scanned Agenda Packet\2019 Agenda\7-10-19\7-10-19 doc MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: May-2019 REPORT DATE: 6/1/2019 REPORTED BY: TERESA VAKILI "MULTI-FAMILY PROPERTIES" I May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 California Villas a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141 b. Vacant Units 3 2 2 2 3 3 2 2 3 4 1 0 4 c. Occupied Units 138 139 139 139 138 138 139 139 138 137 140 141 137 d. Pending Leases 3 2 2 5 3 6 4 4 3 2 2 2 3 e. Ending Occupied&Pre-leased 141 141 141 144 141 144 143 143 141 139 142 143 140 f. Down Units 1 0 1 0 1 1 0 0 1 2 0 0 1 g. Number of Wait List Contactees 5 5 130 240 250 322 150 10 0 5 0 20 20 h. Re-Cert Pkts Sent Out During Month 14 14 11 12 13 12 7 17 8 6 20 12 4 i. Number of Traffic Qualified 10 12 8 14 12 9 5 9 10 15 5 15 12 j. Number of Traffic Non-Qualified 0 0 0 1 0 0 1 0 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 1 2 1 1 1 1 1 2 3 2 1 2 c. Occupied Units 61 63 62 63 63 63 63 63 62 61 62 63 62 d. Pending Leases 2 0 2 2 1 0 0 0 0 2 1 0 0 e. Ending Occupied&Pre-leased 63 63 64 65 64 63 63 63 62 63 63 63 62 f. Down Units 1 1 0 0 0 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 73 79 36 43 17 39 29 15 68 53 51 43 64 h. Re-Cert Pkts Sent Out During Month 3 3 1 2 8 4 5 1 8 9 3 3 2 i. Number of Traffic Qualified 68 29 29 37 28 31 34 23 27 19 27 21 21 j. Number of Traffic Non-Qualified 0 0 0 0 1 0 0 0 0 0 1 0 0 Laguna Palms a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48 b. Vacant Units 0 3 2 2 2 2 2 2 1 1 0 1 1 c. Occupied Units 48 45 46 46 46 46 46 46 47 47 48 47 47 d. Pending Leases 1 3 0 1 2 0 0 0 0 1 0 0 0 e Ending Occupied&Pre-leased 49 48 46 47 48 46 46 46 47 48 48 47 47 f. Down Units 0 0 0 0 0 2 2 2 1 0 0 0 0 g. Number of Wait List Contactees 35 84 20 16 17 10 22 30 30 23 11 16 36 h. Re-Cert Pkts Sent Out During Month 4 6 4 4 5 2 2 5 1 1 2 2 3 i. Number of Traffic Qualified 12 7 5 12 18 7 8 3 6 25 11 20 7 j. Number of Traffic Non-Qualified 0 0 2 0 0 0 0 0 1 0 0 0 0 Neighbors a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24 b. Vacant Units 1 2 2 1 1 1 1 0 1 1 1 1 1 c. Occupied Units 23 22 22 23 23 23 23 24 23 23 23 23 23 d Pending Leases 0 0 1 0 0 0 0 0 0 0 0 j 0 0 e. Ending Occupied&Pre-leased 23 22 23 23 23 23 23 24 23 23 23 23 23 f. Down Units 0 1 1 1 1 1 1 0 0 1 1 1 1 g. Number of Wait List Contactees 23 27 26 27 23 53 9 6 7 0 0 0 19 h. Re-Cert Pkts Sent Out During Month 0 1 1 2 1 3 2 2 1 4 1 2 0 i. Number of Traffic Qualified 27 17 17 19 19 15 29 12 11 12 17 11 14 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 26 22 20 19 16 19 15 17 19 20 17 15 16 c Occupied Units 358 362 364 365 368 365 369 367 365 364 367 369 368 d. Pending Leases 12 11 6 7 7 8 3 2 13 11 11 5 2 e. Ending Occupied&Pre-leased 370 373 370 372 375 373 372 369 378 375 378 374 370 f. Down Units 12 12 12 11 10 11 7 10 8 9 11 11 11 g. Number of Wait List Contactees 200 150 125 198 265 177 82 305 86 198 371 8 150 h. Re-Cert Pkts Sent Out During Month 21 17 25 28 36 41 26 24 31 28 31 20 31 i. Number of Traffic Qualified 71 106 84 106 112 120 69 113 80 91 81 100 89 j. Number of Traffic Non-Qualified 4 4 5 0 2 2 1 0 2 5 3 5 2 06/01/2019 Page 1 of 11 MOS Multi-Family 519 MONTHLY OCCUPANCY STATUS REPORT "MULTI-FAMILY PROPERTIES" May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36 b. Vacant Units 0 1 1 2 1 1 2 3 1 0 0 0 1 c. Occupied Units 36 35 35 34 35 35 34 33 35 36 36 36 35 d. Pending Leases 0 3 3 2 1 1 0 1 1 0 0 1 1 e. Ending Occupied&Pre-leased 36 38 38 36 36 36 34 34 36 36 36 37 36 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 28 20 16 17 7 22 35 25 0 0 6 15 h. Re-Cert Pkts Sent Out During Month 3 3 1 1 1 2 3 1 2 2 3 3 3 i. Number of Traffic Qualified 5 2 7 4 10 5 4 3 6 10 9 8 4 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Santa Rosa a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20 b. Vacant Units 1 0 0 0 0 0 0 0 0 0 0 2 1 c. Occupied Units 19 20 20 20 20 20 20 20 20 20 20 18 19 d. Pending Leases 1 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied&Pre-leased _20 20 20 20 20 20 20 20 20 20 20 18 19 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 20 10 h. Re-Cert Pkts Sent Out During Month 1 2 2 2 0 1 2 3 4 4 2 2 2 i. Number of Traffic Qualified 5 2 5 3 4 3 3 0 0 0 6 8 2 j. Number of Traffic Non-Qualified 0 0 0 3 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 1 0 0 0 0 0 0 0 0 c. Occupied Units 16 16 15 15 15 16 16 16 16 16 16 16 16 _ d. Pending Leases — 0 0 I 0 0 1 1 0 0 1 0 1 0 0 0 0 0 e. Ending Occupied&Pre-leased 16 16 15 15 16 16 16 16 16 16 16 16 16 f Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 41 53 23 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 0 3 2 0 0 1 2 1 1 1 1 1 0 i. Number of Traffic Qualified 11 11 11 10 17 12 17 9 9 8 10 11 9 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733 b. Vacant Units 34 31 30 28 25 27 23 25 27 29 21 20 26 c. Occupied Units 699 702 703 705 708 706 710 708 706 704 712 713 707 d. Pending Leases 19 19 14 17 15 15 7 7 17 16 14 8 6 e. Ending Occupied&Pre-leased 718 721 717 722 723 721 717 715 723 720 726 721 713 f. Down Units 14 14 14 12 12 16 11 13 11 13 13 13 14 g. Number of Wait List Contactees 336 373 398 593 612 608 314 401 216 279 433 113 314 h. Re-Cert Pkts Sent Out During Month 46 49 47 51 64 66 49 54 56 55 63 45 45 i Number of Traffic Qualified 209 186 166 205 220 202 169 172 149 180 166 194 158 j. Number of Traffic Non-Qualified 4 4 7 4 3 2 2 0 3 5 4 5 2 06/01/2019 Page 2 of 11 MOS Multi-Family 519 MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: May-19 REPORT DATE: 6/1/2019 REPORTED BY: TERESA VAKILI "SENIOR PROPERTIES" May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Candlewood a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30 b. Vacant Units 1 1 2 3 3 1 1 1 1 1 1 1 1 c. Occupied Units 29 29 28 27 27 29 29 29 29 29 29 29 29 d. Pending Leases 0 0 0 1 2 0 0 0 0 0 0 0 0 e. Ending Occupied&Pre-leased 29 29 28 28 29 29 29 29 29 29 29 29 29 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 0 0 6 6 5 4 0 0 0 0 0 0 0 h Re-Cert Pkts Sent Out During Month 3 3 4 2 0 1 1 6 1 1 6 3 2 i. Number of Traffic Qualified 0 0 0 5 0 1 1 0 1 1 0 0 0 j. Number of Traffic Non-Qualified 0 1 0 0 0 0 0 0 0 0 0 0 0 Carlos Ortega a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73 b. Vacant Units 0 0 0 1 1 1 0 0 1 1 1 1 1 c. Occupied Units 73 73 73 72 72 72 73 73 72 72 72 72 72 d. Pending Leases 0 0 0 1 1 1 0 2 2 2 1 1 1 e. Ending Occupied&Pre-leased _73 73 73 73 73 73 73 75 74 74 73 73 73 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 60 37 39 40 57 73 36 82 81 34 43 40 39 h. Re-Cert Pkts Sent Out During Month 0 9 6 6 6 2 7 2 3 5 7 7 11 i. Number of Traffic Qualified 3 3 2 7 22 20 14 29 14 23 28 20 27 j. Number of Traffic Non-Qualified 6 3 6 1 14 25 7 5 6 2 7 8 6 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72 b. Vacant Units 3 1 2 4 1 3 0 1 2 0 1 0 1 c. Occupied Units 69 71 70 68 71 69 72 71 70 72 71 72 71 d. Pending Leases 4 1 1 2 2 3 0 0 3 0 1 1 1 e. Ending Occupied&Pre-leased 73 72 71 70 73 72 72 71 73 72 72 73 72 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 2 18 21 15 25 24 16 30 30 14 21 12 20 h. Re-Cert Pkts Sent Out During Month 5 5 6 17 14 3 2 6 3 2 6 3 4 i. Number of Traffic Qualified 7 5 6 20 9 5 4 5 6 12 6 2 8 j. Number of Traffic Non-Qualified 1 4 1 0 0 1 0 1 4 2 3 3 0 La Rocca Villas a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27 b. Vacant Units 0 0 0 0 1 0 1 1 0 0 0 0 0 c. Occupied Units 27 27 27 27 26 27 26 26 27 27 27 27 27 d. Pending Leases 0 0 0 0 1 0 2 0 0 0 0 0 0 e. Ending Occupied&Pre-leased _27 1 27 1 27 27 1 27 1 27 1 28 26 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 20 15 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 4 1 2 1 3 2 3 2 2 4 3 0 i. Number of Traffic Qualified 17 15 14 4 9 8 2 1 18 8 10 9 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 3 2 0 1 1 1 0 2 1 1 0 1 c. Occupied Units 149 147 148 150 149 149 149 150 148 149 149 150 149 d. Pending Leases 2 4 2 0 1 1 2 0 2 0 2 0 1 e. Ending Occupied&Pre-leased 151 151 150 150 150 150 151 150 150 149 151 150 150 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 30 50 20 17 30 35 27 25 20 15 0 13 h. Re-Cert Pkts Sent Out During Month 17 19 16 16 15 6 5 7 13 5 6 7 20 i. Number of Traffic Qualified 61 24 44 39 48 56 34 20 49 33 47 34 35 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 06/01/2019 Page 3 of 11 MOS Senior 5 19 MONTHLY OCCUPANCY STATUS REPORT "SENIOR PROPERTIES" May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Pueblos a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15 b. Vacant Units 0 0 0 0 0 0 0 0 0 0 1 0 0 c. Occupied Units 15 15 15 15 15 15 15 15 15 15 14 15 15 d. Pending Leases _ 0 0 0 0 0 0 0 0 0 0 1 0 0 e. Ending Occupied&Pre-leased 15 15 15 15 15 15 15 15 15 15 15 15 15 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 6 5 0 h Re-Cert Pkts Sent Out During Month 0 0 1 0 4 1 1 1 1 1 0 0 0 i. Number of Traffic Qualified 0 1 0 2 0 0 0 0 0 0 0 0 0 j. Number of Traffic Non-Qualified 0 0 0 2 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 1 0 0 0 e. Ending Occupied&Pre-leased _14 14 14 14 14 14 14 14 14 15 14 14 14 f. Down Units 0 0 0 0 0 0 0 0 0 0 i 0 0 0 g Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 1 2 4 0 0 1 1 0 1 1 1 4 i. Number of Traffic Qualified 0 0 0 0 0 0 0 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 r SUMMARY SENIOR PROPERTIES May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 a. Total Units in Complex 381 381 381 381 381 381 381 381 1 381 381 381 381 381 b. Vacant Units 5 5 6 8 7 6 3 3 6 3 5 2 4 c. Occupied Units 376 376 375 373 374 375 378 378 375 378 376 379 377 d. Pending Leases 6 5 3 4 7 5 4 2 7 3 5 2 3 e. Ending Occupied&Pre-leased 382 381 378 377 381 380 382 380 382 381 381 381 380 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 62 85 116 81 104 131 107 154 136 68 85 57 72 h. Re-Cert Pkts Sent Out During Month 29 41 36 47 40 16 19 26 23 17 30 24 41 i. Number of Traffic Qualified 88 48 66 77 88 90 55 55 88 77 91 65 79 j. Number of Traffic Non-Qualified 7 8 7 3 14 26 7 6 10 4 10 11 6 06/01/2019 Page 4 of 11 MOS Senior 5 19 MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET Multi-Family Complexes No. of Units Average Mo. Rent Extremely Low 0-30% 172 243 Very Low 31-50% 246 446 Low 51-80% 228 706 Moderate 81%-120% 61 1,007 Total 707 601 Senior Complexes No. of Units Average Mo. Rent Extremely Low 0-30% 117 231 Very Low 31-50% 161 413 Low 51-80% 86 669 Moderate 81%-120% 13 927 Total 377 560 HOUSEHOLD SIZE AMI % 1 2 3 4 Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent 20% 9,210 192 10,530 219 11,840 247 13,160 274 25% 11,513 240 13,163 274 14,800 308 16,450 343 30% 14,150 295 16,460 343 20,780 433 25,100 523 35% 16,118 336 18,428 384 40% 18,420 384 21,060 439 23,680 493 26,320 548 45% 20,723 432 23,693 494 26,640 555 29,610 617 50% 23,600 492 27,000 563 30,350 632 33,700 702 55% 25,328 528 28,958 603 32,560 678 36,190 754 60% 27,630 576 31,590 658 35,520 740 39,480 823 65% 29,933 624 34,223 713 38,480 802 42,770 891 70% 32,235 806 36,855 921 41,440 1,036 46,060 1,152 75% 34,538 863 39,488 987 44,400 1,110 49,350 1,234 80% 37,750 944 43,150 1,079 48,550 1,214 53,900 1,348 85% 39,143 979 44,753 1,119 50,320 1,258 55,930 1,398 90% 41,445 1,036 47,385 1,185 53,280 1,332 59,220 1,481 95% 43,748 1,094 50,018 1,250 56,240 1,406 62,510 1,563 100% 46,050 1,151 52,650 1,316 59,200 1,480 I 65,800 I 1,645 105% 48,353 1,209 55,283 1,382 62,160 1,554 69,090 1,727 110% 50,655 1,266 57,915 1,448 65,120 1,628 72,380 1,810 115% 52,958 1,324 60,548 1,514 68,080 1,702 75,670 1,892 120% 55,250 1,381 63,150 1,579 71,050 1,776 78,950 1,974 Riverside County Income Eligibility as of 7/1/18. Monthly rent is exclusive of Utility Allowance. 06/01/2019 Page 5 of 11 Summary Rpt#1 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: May-19 REPORT DATE: 6/1/2019 REPORTED BY: TERESA VAKILI CALIFORNIA DESERT LAGUNA ONE QUAIL PALM "MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 1.VERY LOW:20%OF MEDIAN a. Studio 1 141 1 141 b. 1 BR,1 BA 4 164 1 142 9 152 14 154 c. 2 BR,1 BA 1 162 2 156 2 157 5 158 d. 2 BR,2 BA 3 157 6 162 9 160 e. Totals 20% 4 2 3 0EMI 16 2 0_ 2 29 2.VERY LOW:21-25%OF MEDIAN a. Studio 5 187 5 187 b. 1 BR,1 BA 13 219 3 197 6 210 20 214 42 214 I c. 2 BR,1 BA 4 219 2 217 1 217 3 203 10 213 d. 2 BR,2 BA 2 218 3 218 7 215 12 216 e. Totals 21-25% 13- 8_ 8_ 3 31_ 2- 1_ 3_ 69 3.VERY LOW.26-30%OF MEDIAN a. Studio 3 244 1 237 4 242 b. 1 BR,1 BA 13 279 2 279 16 263 31 271 c. 2 BR,1 BA 2 279 6 346 2 363 2 342 2 327 14 335 d. 2 BR,2 BA 1 343 1 343 23 346 25 346 e. Totals 26-30% 13 5 4 1_ 45 2 2_ 2_II 74 4.VERY LOW:31-35%OF MEDIAN a. Studio 1 285 1 285 b. 1 BR,1 BA 10 328 3 307 7 325 20 323 c. 2 BR,1 BA 2 408 2 423 4 415 d. 2 BR,2 BA 6 387 6 387 e. Totals 31-35% 10 4 0 0 15 2 0_ 0 31 5.VERY LOW•36-40%OF MEDIAN a. Studio 3 333 3 333 b. 1 BR,1 BA 17 380 1 362 1 375 14 379 33 379 I c. 2 BR,1 BA 7 405 2 402 2 397 11 403 d. 2 BR,2 BA 3 399 2 390 13 406 18 403 e. Totals 36-40% 17- 4_ 4_ 2_ 34_ 0_ 2_ 2_II 65 6.VERY LOW:41-45%OF MEDIAN a. Studio 1 381 1 381 b. 1 BR,1 BA 15 437 1 417 2 430 15 432 33 434 c. 2 BR,1 BA 9 469 3 484 4 461 2 465 18 469 d. 2 BR,2 BA 5 459 4 465 11 469 20 466 e. Totals 41-45% 15 2 7 4 35! 3 41.1 2 72 7 VERY LOW•46-50%OF MEDIAN a. Studio 2 437 2 437 b. 1 BR,1 BA 14 509 2 486 13 504 29 505 c. 2 BR,1 BA 10 547 7 567 4 540 1 542 22 552 d. 2 BR,2 BA 3 542 4 542 18 547 25 545 e. Totals 46-50% 14- 4_ 3_ 4_ 41 7 41.1 1 78 Total very low= 86 29 29 14 217 18 13 12 418 • Percent of total 62.77% 46 77% 61.70% 60.87% 58.97% 51.43% 68 42% 75.00% 59.12% 8.LOWER: 51-55%OF MEDIAN a. Studio 3 477 3 477 b. 1 BR,1 BA 11 549 2 526 1 539 8 545 22 545 c. 2 BR,1 BA 9 595 7 587 2 583 1 588 19 590 d. 2 BR,2 BA 1 588 2 588 7 593 10 592 e. Totals 51-55% 11 5 2 2 24 7 2_ 1 54 9.LOWER:56-60%OF MEDIAN a. Studio 4 522 2 525 6 523 b. 1 BR,1 BA 3 592 1 581 4 594 14 597 22 595 c. 2 BR,1 BA 1 635 8 655 4 660 2 649 1 650 16 654 d. 2 BR,2 BA 3 649 2 650 9 658 14 655 e. Totals 56-60% 3- 6_ 9_ 2_ 31_ 4_ 2_ 1_ 58 06/01/2019 Page 6 of 11 Rpt#1 Multi-Family 5 19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT CALIFORNIA DESERT LAGUNA ONE QUAIL PALM "MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 10.LOWER:61-65%OF MEDIAN a. Studio 2 573 2 573 b. 1 BR,1 BA 11 657 2 636 1 649 11 651 25 652 c. 2 BR,1 BA 1 697 5 714 3 729 1 711 10 717 d. 2 BR,2 BA 1 712 1 712 8 713 10 713 e. Totals61-65% 11 5 2 1 24 3 1_ 0_II 47 11.LOWER:66-70%OF MEDIAN a. Studio 1 717 1 717 b. 1 BR,1 BA 5 863 1 844 4 805 10 838 c. 2 BR,1 BA 3 888 1 945 4 902 d. 2 BR,2 BA 1 934 5 903 6 909 HI e. Totals 66-70% 5— 3_ 0_ 0_ 12_ 0_ 1_ 0_ 21 12.LOWER.71-75%OF MEDIAN a. Studio 2 730 2 730 b. 1 BR,1 BA 3 882 2 849 6 871 11 870 c. 2 BR,1 BA 4 1,029 1 1,019 1 1,020 6 1,026 d. 2 BR,2 BA 1 1,035 4 1,025 5 1,027 e. Totals 71-75% 3 4 1 0 14 1 0_ 1 24 13.LOWER:76-80%OF MEDIAN a. Studio 2 717 2 717 b. 1 BR,1 BA 6 872 1 849 1 862 6 878 14 872 c. 2 BR,1 BA 1 1,107 1 1,107 d. 2 BR,2 BA 1 1,066 6 1,082 7 1,080 e. Totals 76-80% 6 3_ 1_ 1 13_ 0— 0_ 0_ 24 Total lower= 39 26 15 6 118 15 6 3 228 • Percent of total 28.47°/a 41 94% 31.91% 26.09%IEL ai 32 07% 42.86% 31 58% 18.75%_ 32 25% — 14.MODERATE:81-120%OF MEDIAN a. Studio 3 717 1 717 4 717 b. 1 BR,1 BA 11 878 3 875 5 880 19 878 c. 2 BR,1 BA 1 1,156 9 1,103 2 1,156 1 1,099 13 1,115 d. 2 BR,2 BA 1 1,156 2 1,111 3 1,096 19 1,092 25 1,096 Total moderate= 61 7 Percent of total 8.76% 11 29% 6.38% 13.04% 8 97% 5.71% 0 00% 6.25% 8 63% 15.Total units occupied: 137 62 47 23 368 35 19 16 707 16.Occupancy rate= 97% 97% 98% 96% 96% 97% 95% 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 1 98% 06/01/2019 Page 7 of 11 Rpt#1 Multi-Family 519 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: May-19 REPORT DATE: 6/1/2019 REPORTED BY: TERESA VAKILI CARLOS LA ROCCA SAGE CREST "SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 1.VERY LOW:20%OF MEDIAN a. Studio 2 219 4 133 1 18 7 141 b. 1 BR,1 BA 3 149 1 149 2 156 6 151 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 20% 3 2 5 0 3 0 0 13 2.VERY LOW:21-25%OF MEDIAN a. Studio 7 274 8 180 16 207 31 215 b. 1 BR,1 BA 2 202 2 204 5 245 7 216 1 208 1 197 18 219 c. 2 BR,1 BA 3 209 3 209 d. 2BR,2BA 0 - e. Totals 21-25% 5 7 10 5 23 1- 1_ 52 3.VERY LOW:26-30%OF MEDIAN a. Studio 6 341 14 236 15 261 35 265 b. 1 BR,1 BA 3 238 5 272 4 322 5 260 17 274 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 26-30% 3 6 19 4 15 0 5 52 4.VERY LOW:31-35%OF MEDIAN a. Studio 6 382 7 276 6 311 19 321 b. 1 BR,1 BA 3 314 5 313 5 363 6 368 4 318 1 293 24 337 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 31-35% 3 6 12 5 12 4 1 43 MI 5.VERY LOW:36-40%OF MEDIAN a. Studio 5 439 2 325 16 373 23 383 b. 1 BR,1 BA 2 369 1 493 2 369 3 417 8 396 3 366 2 347 21 389 c. 2 BR,1 BA 0 - d. 2BR,2BA 0 - e. Totals 36-40% 2 6 4 3 24 3 2 44 6.VERY LOW:41-45%OF MEDIAN a. Studio 6 4921 7 370 7 428 20 427 b. 1 BR,1 BA 4 424 1 555 2 424 3 473 6 462 2 425 18 452 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals41-45% 4 7= 9 3 13 21 0 38 7.VERY LOW:46-50%OF MEDIAN a. Studio 7 562I 2 431 12 496 21 512 b. 1 BR,1 BA 3 491 2 630 2 493 1 542 5 541 1 497 1 486 15 530 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 46-50% 3- 9- 4- 1- 17 1- 1_ 36_ Total very low= 23 43 63 21 107 11 10 278 • Percent of total 79.31°/a 59 72% 88.73°/a 77 78% 71 81% 73.33°/a 71 43% 0 73.74% 8.LOWER:51-55%OF MEDIAN a. Studio 5 602 1 469 6 527 12 553 b. 1 BR,1 BA 2 529 3 673 1 533 1 582 3 587 2 537 3 521 15 573 c. 2 BR,1 BA 1 583 1 583 d. 2 BR,2 BA 0 - e. Totals 51-55% 3 8 2 1 9 2 3 28 9.LOWER.56-60%OF MEDIAN a. Studio 10 656 8 590 18 627 b. 1 BR,1 BA 1 578 1 740 2 583 2 635 3 646 1 592 10 628 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 56-60% 1- 11- 2- 2- 11- 1- 0_ 28 06/01/2019 Page 8 of 11 Rpt#1 Senior 5 19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT CARLOS LA ROCCA SAGE CREST "SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 10.LOWER:61-65%OF MEDIAN a. Studio 4 711 1 555 2 648 7 671 b. 1 BR,1 BA 1 643 1 692 3 712 1 647 6 686 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 61-65% 1 4 1 1 5 1 0 13 11 LOWER:66-70%OF MEDIAN a. Studio 1 921 1 855 2 888 b. 1 BR,1 BA 2 933 2 933 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 66-70% 0- 1- 0- 0- 3 0- 0_ 12.LOWER:71-75%OF MEDIAN a. Studio 1 926 1 709 1 860 3 832 b. 1 BR,1 BA 1 905 1 1,019 2 962 c. 2 BR,1 BA 0 - d. 2BR,2BA 0 - e. Totals 71-75% 0 ' 1- 1- 1- 2 0- 0_ 13.LOWER:76-80%OF MEDIAN a. Studio 3 926 3 860 6 893 b. 1 BR,1 BA 1 1,065 1 849 2 957 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 76-80% 0=MI 3- 0- 0- 4 0- 1_ Total lower= 5 28 6 5 34 4 4 86 Percent of total 17.24% 38 89% 8.45% 18 52% 22 82% 26.67% 28 57%_ 22.81% - 14.MODERATE:81-120%OF MEDIAN a. Studio 1 709 5 860 6 835 b. 1 BR,1 BA 1 856 1 856 1 940 3 1,077 6 980 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 1 1,156 1 1,156 Total moderate= 1- 1 2- 1- 8- 0- 0- 13 I Percent of total 3.45% 1 39% 2.82°/a 3 70% 5 37% 0.00% 0 00% I 3.45% 15.Total units occupied: 29 72 71 27 149 15 14 377 16.Occupancy rate= 97% 99% 99% 100% 99% 100% 100% 99% 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 le1@bc Rate excluding properties under const/renov II 99% II 06/01/2019 Page 9 of 11 Rpt#1 Senior 519 REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH: May-19 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili REPORT DATE: 6/1/2019 CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733 REVENUE VERY LOW Up to 50% Occupied units 86 29 29 14 217 18 13 12 418 Total rental income 30,551 8,310 9,658 5,805 79,965 7,739 5,709 3,843 151,580 Per occupied unit 355 287 333 415 369 430 439 320 363 LOWER:51%-->80% Occupied units 39 26 15 6 118 15 6 3 228 Total rental income 27,235 16,838 9,758 4,254 86,529 9,955 4,120 2,258 160,947 Per occupied unit 698 648 651 709 733 664 687 753 706 MODERATE:81%-->120% Occupied units 12 7 3 3 33 2 - 1 61 Total rental income 10,814 5,932 2,939 3,288 35,075 2,312 1,099 61,459 Per occupied unit 901 847 980 1,096 1,063 1,156 1,099 1,008 Summary Income: Rental 68,600 31,080 22,355 13,347 201,569 20,006 9,829 7,200 373,986 Other Income: Laundry 433 645 633 260 5,828 1,443 845 296 10,383 Other 2,208 (2,126) (464) (991) 11,619 449 106 1,121 11,922 Total Operating Income 71,241 29,599 22,524 12,616 219,016 21,898 10,780 8,617 396,291 Occupied Units 137 62 47 23 368 35 19 16 707 Income per occupied unit 520 477 479 549 595 626 567 :, EXPENSES Operating Expenses: Payroll 19,855 13,790 13,602 5,548 81,215 7,989 5,292 4,103 151,395 Per occupied unit 145 222 289 241 221 228 279 256 214 Administrative 5,807 2,800 2,690 1,360 20,464 1,474 892 631 36,118 Per occupied unit 42 45 57 59 56 42 47 39 51 Advertising/Promotion 170 - - - 62 - - - 232 Per occupied unit 1 - - - 0 - - - 0 Contract Services 5,738 2,187 2,981 1,295 14,457 1,400 1,655 832 30,543 Per occupied unit 42 35 63 56 39 40 87 52 43 Utility Services 15,380 6,836 3,856 2,997 22,818 2,244 1,281 1,561 56,974 Per occupied unit 112 110 82 130 62 64 67 98 81 Maintenance 6,337 3,801 6,119 5,723 85,973 1,603 2,979 856 113,391 Per occupied unit 46 61 130 249 234 46 157 54 160 Replacement expense 6,752 9,065 12,446 988 23,800 814 - - 53,864 Per occupied unit 49 146 265 43 65 23 - - 76 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - - Total Operating Expenses 60,039 38,478 41,694 17,911 248,789 15,524 12,099 7,983 442,517 Per occupied unit 438 621 887 779 676 444 637 499 626 Summary Revenue and Expenses Total Operating Income 71,241 29,599 22,524 12,616 219,016 21,898 10,780 8,617 396,291 Total Operating Expenses 60,039 38,478 41,694 17,911 248,789 15,524 12,099 7,983 442,517 Monthly Net Operating Income 11,202 (8,879) (19,170) (5,295) (29,773) 6,374 (1,319) 634 (46,226) Per occupied unit 82 (143) (408) (230) (81) 182 (69) (65) FYTD Net Operating Income* I 184,443 ' 49,943 (31,631) 7,686 552,603 64,758 19,050 6,182 853,035 Previous Fiscal Year NOI(6/30/2018)" 176,670 33,403 (8,949) 10,742 597,026 79,094 21,743 21,746 I 931,475 •For compan,on purposes,Net Operating Income 1TD excludes all capital expenditures and corresponding reimbursement,o,those are typ,cally paid from replacement reserve funds and/or bond funds at this time Inot PDHA revenue) 06/01/2019 Page 10 of 11 Rpt#2 Multi-Family 5 19 REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH: May-19 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili REPORT DATE: 6/1/2019 CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS OF OCCUPANT UNITS 30 73 72 27 150 15 14 381 REVENUE VERY LOW: Up to 50% Occupied units 23 43 63 21 107 11 10 278 Total rental income 7,041 18,083 17,364 7,540 36,704 3,924 2,970 93,626 Per occupied unit 306 421 276 359 343 357 297 LOWER: 51%-->80% Occupied units 5 28 6 5 34 4 4 86 Total rental income 2,862 19,798 3,432 3,449 23,258 2,313 2,394 57,524 Per occupied unit 572 707 572 690 684 578 598 MODERATE: 81%-->120% Occupied units 1 1 2 1 8 - - 13 Total rental income 856 1,156 1,565 940 7,531 12,048 Per occupied unit 856 1,156 783 940 941 Summary Income: Rental 10,759 39,037 22,361 11,929 67,493 6,237 5,382 163,198 Other Income: Laundry 247 586 316 - 1,112 50 - 2,311 Other 1,424 (426) (229) 732 7,978 - (13) 9,466 Total operating income 12,430 39,197 22,448 12,661 76,583 6,286 5,369 174,974 Occupied Units 29 72 71 27 149 15 14 377 Income per occupied unit 429 544 316 469 514 419 384 464 EXPENSES Operating Expenses: Payroll 8,701 18,002 18,250 6,343 22,334 5,041 3,029 81,699 Per occupied unit 300 250 257 235 150 336 216 217 Administrative 1,446 3,752 3,223 1,911 7,357 659 752 19,100 Per occupied unit 50 52 45 71 49 44 54 51 Advertising/promotion - 221 72 - 182 - - 475 Per occupied unit - 3 1 - 1 - - 1 Contract services 1,624 2,621 3,843 2,090 5,252 1,092 1,155 17,676 Per occupied unit 56 36 54 77 35 73 83 47 Utility services 2,541 8,416 4,582 2,584 12,430 704 842 32,100 Per occupied unit 88 117 65 96 83 47 60 85 Maintenance 3,702 6,079 7,767 701 8,647 3,250 2,482 32,627 Per occupied unit 128 84 109 26 58 217 177 87 Replacement expense - - 1,113 2,308 8,040 - - 11,461 Per occupied unit - - 16 85 54 - - 30 Capital expense - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 18,013 39,089 38,852 15,936 64,242 10,746 8,260 195,138 Per occupied unit 621 543 547 590 431 716 590 518 Summary Revenue and Expenses Total Operating Income 12,430 39,197 22,448 12,661 ' 76,583 ' 6,286 5,369 174,974 Total Operating Expenses 18,013 39,089 38,852 15,936 64,242 10,746 8,260 195,138 Monthly Net Operating Income (5,583) 108 (16,404) (3,275) 12,341 (4,460) (2,891) (20,164) Per occupied unit (193) 2 (231) (121) (297) (207) (53) FYTD Net Operating Income* (16.934) 104.595 (65.036) (9,523) 325,319 (12.345) (8,171)1 317,906 Previous Fiscal Year NOI(6/30/2018)* (20,870) 128,311 (64,958) (309) 372,354 (12,527) (1,179)1 400,822 For comparison purposes,Net Operating Income YTD 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) 06/01/2019 Page 11 of 11 Rpt#2 Senior 5.19 Palm Desert Housing Authority Project Report June2019 California Villas-141 Units 77-107 California Drive • Completed two(2)make ready units which included painting,cleaning and maintenance • Repaired and refinished cracked tub in the bathroom of units#C5 and D-18 • Replaced carport structure by building C which was damaged by fire • Detailed office,clubhouse,restrooms and laundry room • Cleaned and detailed pool,dumpsters and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) _ 25 0/1 0/0 0 0 Candlewood-30 Units 74-000 Shadow Mountain Drive • Replaced five(5)rusted pool fence posts and painted all fence metal • Repaired shower floor in unit#20 due to excess slope • Replaced broken water pool channel drain for safety reason • Installed three(3)new cool coated handrails for the pool and spa • Installed ADA toilet for unit#19,reasonable accommodation • A/C repair for units#6 and 13,low on refrigerant • Irrigation repair by units#1,3 and laundry room • Routine monthly inspection of fire extinguishers • Cleaned debris and leaves around parking lots and carports • Cleaned and detailed elevator,pools,laundry room,dumpsters and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 11 0/0 0/0 0 0 Carlos Ortega Villas—73 Units 77-915 Avenue of the States • Completed one(1)make ready unit which included painting,cleaning and maintenance • Replaced cracked kitchen countertop in vacant unit#904 • Irrigation repair by building 9 • Replaced broken water line valve underground for building 10 • Cleaned debris and leaves around sidewalks,parking lots and carports 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 18 0/0 1/0 0 0 1 Palm Desert Housing Authority Project Report June2019 Catalina Gardens-72 Units 73-600 Catalina Way • A/C repair for unit#K-1,air handler was leaking • Checked all fire extinguishers • Detailed office,clubhouse,restrooms,mailboxes and laundry room • Cleaned debris and leaves around walkways,carports,dumpster and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 43 0/0 0/0 0 0 Desert Pointe-64 Units 43-805 Monterey Avenue • Replaced A/Cs for units#32,35,47 and 59 • Plumbing repair in unit#1,replaced waste line due to deteriorated metal drain line.Vinyl was also replaced,damaged from the slab leak. • WASH replaced one of the broken washers in laundry room by pool • Cleaned and detailed pool area • Cleaned debris and leaves around walkways,dumpster area,parking lots and carports 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 26 1/1 0/0 0 0 Laguna Palms-48 Units 73-875 Santa Rosa Way • Completed one(1)make ready unit which included painting,cleaning and maintenance • Replaced vinyl in unit#8 due to water damage • Painted pool deck • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed laundry,pool area,dumpsters and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 13 0/0 0/0 0 1 2 Palm Desert Housing Authority Project Report June2019 La Rocca Villas-27 Units 72-135 Golden Eagle Lane • Grind concrete next to the clubhouse for safety reason • Irrigation repairs throughout the property • Detailed clubhouse,restrooms and laundry room • Cleaned walkways,benches,lamp posts,exterior light fixtures and carports throughout the property • Cleaned debris and leaves around walkways,dumpster areas,parking lots and carports 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 15 0/0 0/0 1 0 Las Serenas-150 Units 73-315 Country Club Drive • Replaced eight(8)A/Cs in units#104, 130, 135, 172, 173,203,205 and 226 through Edison's Energy Saving Assistance Program • Grind concrete in front of unit#226 for safety reason • Replaced leaking coil on the A/C air handler for unit#223 • A/C repair for unit#196,adjusted the refrigerant level • Irrigation repair by buildings D,0,P and N • Cleaned office,clubhouse,pool furniture,laundry and restrooms • Checked lighting throughout the property • Cleaned debris and leaves in carports and throughout the property • Cleaned and detailed pool decks,dumpsters and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 40 0/0 1/1 0 0 Neighbors-24 Units 73-535 Santa Rosa Way • Renovation for unit#17 complete • Drain pool • Cleaned and detailed pool,dumpsters and enclosures • De-webbed,cleaned debris and leaves throughout the property 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 7 0/1 0/0 0 0 3 Palm Desert Housing Authority Project Report June2019 One Quail Place-384 Units 72-600 Fred Waring Dr. • Completed four(4)make ready units which included painting,cleaning,and maintenance • Replaced twenty(20)A/Cs in units#1507, 1702, 1703, 1705,3113,3206,3311,3404,3406,3711, 3713,3716,4009,4011,4012,4101,4107,4301,4302 and 4305 through Edison's Energy Saving Assistance Program • Drained and repaired chipped pool plasters for all pools • Pool gate repair for pools#2 and 4,replaced spring and Kant-slam gate closer • Repaired West entrance gate • Irrigation repair by building 40 • Installed three(3)grab bars in the bathroom of unit#1507,reasonable accommodation • Installed entry door ramp for unit#4003—wheelchair access • Replaced two(2)broken concrete steps to unit#4005 • Replaced A/C capacitor for units#302 and 2203 • Repaired boiler for building 8,leaking tube bundle.Replaced tube bundle,igniter and flame sensor • Replaced broken playground equipment for safety reason • Asphalt repairs all around property parking lots • De-webbed,cleaned debris and leaves throughout the property • Cleaned and detailed boiler area,pools,dumpsters and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 161 0/1 3/3 4 5 Palm Village-36 Units 73-650 Santa Rosa Way • Completed one(1)make ready unit which included painting,cleaning and maintenance • Detailed laundry • Cleaned and checked all light fixtures throughout the property • Cleared rain drains,routine maintenance • Cleaned and detailed stairs,dumpster areas and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 13 0/0 1/0 0 0 4 Palm Desert Housing Authority Project Report June2019 Pueblos-15 Units 73-695 Santa Rosa Way • Routine monthly inspection of fire extinguishers • Replaced blower motor for A/C in unit#104 • Cleaned laundry room and mailboxes • Cleaned and detailed pool,pool furniture,dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout property 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 22 0/0 0/0 0 0 Sane Crest Senior-14 Units 73-811 Santa Rosa Way • Replaced blower motor for A/C in unit#7 • Routine monthly inspection of fire extinguishers • Detailed elevator • Power washed dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout the property 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 12 0/0 0/0 0 0 Santa Rosa—20 Units 73-625 Santa Rosa Way • Detailed laundry room • De-webbed,cleaned debris and leaves around parking lots,dumpster area and enclosures 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 11 0/0 1/0 0 0 5 Palm Desert Housing Authority Project Report June2019 Taos Palms-16 Units 44-830 Las Palmas • Replaced exterior lights in common areas through Edison's Multi Family Common Area Measures program • Replaced four(4)A/Cs in units#2, 11, 13 and 15 through Edison's Energy Saving Assistance Program • Replaced broken water heater for unit#15 • Replaced front door and door jamb of unit#11 • Repaired hinges to the property entrance gate next to unit#13 • Replaced defective blower motor for A/C of unit#4 • Cleaned and detailed dumpster areas and enclosures including removing graffiti • De-webbed,cleaned debris and leaves throughout the property from the strong winds 5/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 2 0/0 0/0 0 0 5/31/19 TOTALS TOTALS TOTALS TOTALS TOTALS #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 419 2/3 7/4 5 6 6 :"'"'� PALM DESERT HOUSING AUTHORITY I .,,,.40MEMORANDUM y a 'h I Avit TO: HOUSING COMMISSION FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST DATE: JULY 10, 2019 SUBJECT: HOUSING COMMISSION REVISED MEETING DATES FOR 2019 The following is a schedule of the Housing Commission REVISED meeting dates for 2019: January 9 2019 February 13 2019 March 13 2019 April 10 2019 May 8 2019 June 12 2019 July jm 10 2019 August 1-4 °19 Canceled (Historically Council and Authority are dark for the first meeting in August) September 4 2019 October 2 2019 November 6 2019 December 4 2019 G\HOUSING\Patty Leon\Housing Convmsslon\Scanned Agenda Packet\2019 Agenda\7-10-19\Revised Meeting dates 2019 doc