HomeMy WebLinkAbout2019-12-04 HC Regular Meeting Agenda Packet CITY OF PALM DESERT
"�—y�. REGULAR PALM DESERT HOUSING COMMISSION MEETING
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t' AGENDA
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` , •*41*0: .•.. WEDNESDAY, DECEMBER 4, 2019 — 3:30 P.M.
~�"••••••••N•''•• DEVELOPMENT SERVICES CONFERENCE ROOM
73-510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER
II. ROLL CALL
III. ORAL COMMUNICATIONS
Any person wishing to discuss any item not appearing on the agenda may address
the Housing Commission at this point by giving his/her name and address for the
record. Remarks shall be limited to a maximum of three (3) minutes unless additional
time is authorized by the Housing Commission. Because the Brown Act does not allow
the Housing Commission to take action on items not on the agenda, Commissioners
will not enter into discussion with speakers but may briefly respond or instead refer
the matter to staff for report and recommendation at a future Housing Commission
meeting.
Reports and documents relating to each of the following items listed on the
agenda, including those received following posting/distribution, are on file in
the Office of the Department of Community Development and are available for
public inspection during normal business hours, Monday-Friday, 8:00 a.m.-5:00
p.m., 73-510 Fred Waring Drive, Palm Desert, CA 92260, Telephone (760) 346-
0611, Extension 412.
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of October 2, 2019.
Rec: Approve as presented.
Action:
V. NEW BUSINESS
A. SELECTION of a Chairperson and Vice Chairperson.
Rec: Nominate and appoint positions.
Action:
AGENDA
REGULAR HOUSING COMMISSION MEETING DECEMBER 4, 2019
B. REQUEST FOR CONSIDERATION to authorize the award of Contract No.
HA39040 to Service First, LLC, for Pool and Water Feature Maintenance and
Repair Services at the Authority Properties in a total annual amount not to exceed
$165,000.
Rec: By Minute Motion, authorize the award of Contract No. HA39040 to Service
First, LLC, for Pool and Water Feature Maintenance and Repair Services
at the Authority Properties.
Action:
VI. CONTINUED BUSINESS
None
VII. OLD BUSINESS
None
VIII. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
• Memo regarding staff findings for the request to install an electrical hookup at
the housing authority property, The Pueblos Apartments.
Rec: Receive and file.
• Memo regarding staff findings for the request to install speed bumps at the
housing authority property, Carlos Ortega Villas.
Rec: Receive and file.
B. Commission Reports
C. Summary of City Council and Housing Authority Actions
No Reportable Actions
D. RPM Company Monthly Reports for August/September
• Monthly Occupancy Status Report
• Monthly Occupancy and Average Rent Summary
• Report#1 — Monthly Occupancy and Average Rent Statement
• Report#2 — Monthly Net Operating Income Statement
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AGENDA
REGULAR HOUSING COMMISSION MEETING DECEMBER 4, 2019
E. Update on Housing Authority Properties
• Palm Desert Housing Authority Project Report for September
• Palm Desert Housing Authority Project Report for October
F. Update on the Home Improvement Program
ACTIVITY (September 2019)
Inquiries (Calls, Walk-Ins, Emails): 2
Applications Provided: 2
Applications Received: 1
Applications being processed: 1
Eligible (Possibly meets criteria): 1
Ineligible (Does not meet criteria): 1
Energy Savings Assistance Programs Referrals: 0
(JHC Construction — SCE/Gas Co)
ACTIVITY (October 2019)
Inquiries (Calls, Walk-Ins, Emails): 1
Applications Provided: 1
Applications Received: 0
Applications being processed: 0
Eligible (Possibly meets criteria): 2
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 0
(JHC Construction — SCE/Gas Co)
IX. MEETING DATES 2020
A. Memo providing Housing Commission meeting dates for calendar year 2020.
Rec: Approve as presented.
X. 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 21st day of November 2019.
i))\I-L--AO, b Ov,--Lo /
Melinda Gonzalez, Recording Secrry
3
CITY OF PALM DESERT
• rl, 1‘ 1 PALM DESERT HOUSING COMMISSION
1 ; k PRELIMINARY MINUTES
•., a�% .• WEDNESDAY, OCTOBER 2, 2019 — 3:30 P.M.
DEVELOPMENT SERVICES CONFERENCE ROOM
73-510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER
Vice Chair Juan Mireles called the meeting to order at 3:30 p.m.
II. ROLL CALL
Present: Absent:
Commissioner Donna Ault Chair Gregory Ballard
Commissioner Jann Buller
Commissioner Dennis Guinaw
Commissioner Arthur Katz
Commissioner Melody Morrison
Vice-Chair Juan Mireles
Also Present:
Lauri Aylaian, Executive Director
Ryan Stendell, Director of Community Development
Jessica Gonzales, Senior Management Analyst
Teresa Vakili, RPM Company
Melinda Gonzalez, Recording Secretary
Greg Papazian, Emergency Services Coordinator
Jennifer Nelson, Management Analyst
III. ORAL COMMUNICATIONS
Introductions were made for present staff members joining today's meeting. Management
Analyst, Jennifer Nelson introduced herself and noted she was recently hired to oversee
the Parks and Recreation department. Emergency Services Coordinator, Greg Papazian,
introduced himself and noted he is contracted with the City through the Riverside County
Emergency Management Department.
Commissioner Morrison addressed the commission and stated Dolly Lieberman, the
leasing agent for Carlos Ortega Villas, has sent out numerous fliers asking tenants to slow
down. However, these efforts have been unsuccessful, therefore, she is proposing the
installation of a speed bump. Commissioner Morrison noted she had put together basic
information about acquiring a speed bump and where they would like it installed on the
property. Mrs. Gonzales advised Commissioner Morrison that she would receive the
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PALM DESERT HOUSING COMMISSION OCTOBER 2, 2019
information and provide it to the Public Works Department, whom are responsible for
assessing the need for speed bumps in our City.
Upon a motion by Commissioner Morrison, second by Commissioner Ault, and a 6-0
vote of the Housing Commission, the request to add this item, consideration for installation
of a speed bump at Carlos Ortega Villas, to the next Housing Commission meeting
agenda was approved (AYES: Ault, Buller, Guinaw, Katz, Mireles, and Morrison; NOES:
None; ABSENT: Ballard).
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of September 4, 2019.
Rec: Approve as presented.
Upon a motion by Commissioner Guinaw, second by Commissioner Katz, and a 6-0
vote of the Housing Commission the Consent Calendar was approved as presented
(AYES: Ault, Buller, Guinaw, Katz, Mireles, and Morrison; NOES: None; ABSENT:
Ballard).
V. NEW BUSINESS
None
VI. CONTINUED BUSINESS
None
VII. OLD BUSINESS
None
VIII. REPORTS AND COMMENTS
A. Commission Members Remarks and Requests
Senior Management Analyst, Jessica Gonzales, mentioned to Commissioners that a
new section titled "Commission Members Remarks and Requests" has been added to
the Agenda. This section provides Commissioners an opportunity to state matters of
concern and request clarification of items for the Agenda which fall under the scope
of responsibility for the Housing Commission.
Mrs. Gonzales brought forth the first item of discussion, provided by Commissioner
Katz during the housing commission meeting held on September 4, 2019 regarding
the installation of electrical hookups at The Pueblos Apartments.
Commissioner Katz stated he has been approached by several residents whom have
discussed with him the possibility for the installation of electrical hookups for mobility
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scooters and golf carts in the car port area at The Pueblos Apartments. He stated in
past discussions regarding Pueblos and Catalina Gardens the additional charges
associated with this amenity has deterred the idea from going any further, however,
he asserted the increased cost of electricity could be mitigated by adding a fee for
anyone who wanted use of the amenity.
Senior Management Analyst, Jessica Gonzales advised there were several aspects
that would need to be addressed regarding this request. The first being the location in
which an electrical hookup could be placed. This request would need to meet ADA
standards which would require the designated parking space to have enough area for
those with disabilities to be able to get in and out of the designated area. When
considering Pueblos and Catalina Gardens, as designated by Commissioner Katz,
parking spaces are at capacity at both of these properties and neither has the
availability to have a parking spot removed from inventory or to add another ADA
compliant spot. This problem holds true for many other housing authority properties
since they are existing communities with established infrastructure. Mrs. Gonzales
further advised another consideration to this request is if this amenity is added to one
community, it must be added to all communities. The cost incurred would be high to
install or convert an electrical hookup at all of the communities, in addition to the
maintenance associated with this amenity. The funding available is to maintain and
preserve Housing Authority properties designated to provide subsidized housing.
Funds are limited to provide this feature to the properties at this time. Mrs. Gonzales
noted electrical charging hookups were installed at Carlos Ortega Villas, which allow
residents to use their own credit card to access the charger. This feature has not been
utilized since the day it was made available to residents, demonstrating there is not
an emergent need for this type of amenity nor justification for the expense.
Commissioner Katz, proposed the first parking spot at Pueblos be used for this request
noting there is an outlet box next to it which could be converted.
Commissioner Morrison inquired whether the outlet box is the required voltage.
RPM Company Vice President, Teresa Vakili stated she would need to have an
electrician verify and further asserted there are concerns with the electrical cords
associated with this type of feature at the area requested, creating a trip hazard. For
the safety of residents, staff and visitors to the property electrical cords are not
permitted to go over sidewalks, lawns and walkable areas. Additionally, Pueblos has
15 units and only 13 parking spaces and 1 ADA parking space and Catalina Gardens
has 72 units with 72 spaces for residents, which provides no additional space for this
amenity.
Commissioner Katz stated he did not believe the electrical cords would go across
sidewalks and noted recently he has observed four cars in the Pueblos parking lot at
any given time.
Vice Chair Mireles asserted these spaces must be made available to residents.
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Commissioner Morrison expressed this request ties into the City's long term goals to
support transportation alternatives, like golf carts, to alleviate traffic congestion.
In reply, Community Services Director, Ryan Stendell stated this request does support
the City's goal regarding transportation, however, the City cannot set aside safety
concerns, risk and liability to implement projects that support its goals. Whether the
consideration is a full charging station or the conversion of an outlet, the City would
need to run through all the associated risk scenarios to make a determination as to
whether the authority could or should consider this project. Cost must also be a
consideration when determining whether it is an appropriate expenditure of funds.
Vice Chair Mireles inquired about the use of CDBG funds for the project.
Mrs. Gonzales replied staff would need to evaluate the improvement project to assess
whether the project could comply with all of the stipulations that are required with use
of CDBG funds. If it was determined that the project could comply with the stipulations
and was an appropriate use of CDBG funds then an application would need to be
submitted.
Commissioner Morrison inquired about the presence of other charging stations in the
vicinity.
Mrs. Gonzales advised there are numerous charging stations in the vicinity of the
housing authority properties including several which are located at the Palm Desert
Civic Center Park.
Executive Director, Lauri Aylaian stated there is a process for proposed capital
projects to be considered. She explained staff would need a description of what is
being requested and this information would be turned over to the Public Works
department. Public Works will determine the feasibility of completing the work and
then collaborate with the City's risk manager to identify any risks posed. The request
would then be entered into the list of projects the City will consider as part of capital
improvement projects for the upcoming year. When the City is considering projects for
the upcoming year, a determination is made as to whether funds are available and
where the funds would be pulled from, general funds, departmental funds, or available
grants. Additionally, associated risks will be assessed in more depth. The project with
then be ranked against other competing needs for the City.
In response to additional comments of support for the conversion of an outlet box
located at Pueblos community from Commission Katz, Mr. Stendell stated staff would
need to have someone physically look at the outlet to determine what it would take to
convert the outlet and the cost associated with the conversion.
Vice Chair Mireles recommended deferment of this item to the next housing
commission meeting to allow staff the opportunity to conduct additional research into
the request.
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Mrs. Gonzales stated staff will need to evaluate all the factors involved in creating this
type of project and what it would take to add it to all of the communities. An electrical
technician will need to come out to the community to provide specifics on what
modifications will need to be made to convert the outlet and/or to surrounding structure
to complete this request. Once received, this information will be provided to
Commissioners.
Community Services Director, Mr. Stendell asked if currently there are lease
requirements which place restrictions on the number of allowed vehicles. Ms.
Gonzales affirmed there are current lease requirements which restricts the number of
vehicles allowed for residents.
Commissioner Buller inquired, given the process which Ms. Aylaian described for
submitting proposed capital projects, what is housing commission's role in this
request.
Mrs. Gonzales explained since the request was proposed during a housing
commission meeting, staff will conduct a preliminary evaluation on the request and
provide a recommendation to the housing commission on how to proceed.
With concurrence from all attending commissioners, further discussion on the matter
was deferred to the next housing commission meeting.
Vice Chair Mireles introduced the next topic of discussion regarding the availability of
State or Federal grants for earthquake preparedness for Housing Authority properties.
Commissioner Morrison stated to her understanding there are state and/or federal
grants available which provides funds for communities to support earthquake
preparedness efforts; which helps minimize strain on the fire department and can be
used toward protecting individuals in the communities. She shared that during a CERT
class held at a Del Webb community, she was advised by a gentleman that their
community receives $14,000 dollars from the state to update their emergency
equipment and supplies. Commissioner Morrison noted Carlos Ortega Villas currently
has five tenants certified and are working together toward gathering a minimal amount
of earthquake preparedness equipment and supplies for the tenants in their
community.
Senior Management Analyst, Jessica Gonzales introduced emergency services
coordinator, Greg Papazian, and stated she invited Mr. Papazian to speak to
commissioners about the current efforts being made for earthquake preparedness and
options available to the communities.
In response to Commissioner Morrison's inquiry, Mr. Papazian, stated he is unaware
of any federal or state grants that are available for individual homeowners or residents
to purchase disaster preparedness supplies. Mr. Papazian further stated HUD offers
a program to provide smoke and CO2 detectors for homeowners and multi-family
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residential owners, including procurement and installation of the detectors. He noted
RPM Company is already taking advantage of this program. He advised the County
receives grant money which supports CERT classes offered to the community. Mr.
Papazian stated there are additional CERT classes scheduled, and offered to come
out to the communities and speak to the residents about how to put together a disaster
kit. He noted two websites rivcoready.org and ready.gov which have useful information
on the subject matter.
Commissioner Morrison commented CERT classes have been offered to the residents
in their community and they have addressed what individuals should have in their
disaster kits, however, they are trying to prepare supplies and equipment for those
who do not have the means to put a kit together.
In reply, Mrs. Gonzales advised there is no funding available for this purpose, adding
county-wide it is incumbent on the individual to prepare a disaster kit and obtain
resources to sustain themselves through the first several days of a disaster.
Commissioner Morrison replied it would be the properties responsibility to raise money
and acquire the needed items.
Mrs. Gonzales clarified it is not the responsibility of the property or its staff members.
The responsibility would be on the individual.
Commissioner Morrison inquired whether the property would have the ability to
conduct fundraisers to raise money to buy equipment and supplies for the community.
Mrs. Gonzales provided additional clarification stating the property and its staff
members could not be involved in the facilitation of any efforts, however, community
members could come together individually to conduct the fundraiser. Mrs. Gonzales
noted staff and RPM are currently updating the disaster plan for housing authority
properties to assist with preparedness efforts. Additionally, she is hoping to host a few
informational workshops at the housing authority community buildings for its residents.
Mr. Papazian will provide a presentation at the community workshops for residents
regarding the necessary items for a disaster kit and provide other tips and resources
on the subject.
Emergency Coordinator, Mr. Papazian commented the City has a Brightside flyer on
earthquake preparedness. He also mentioned there is an active nonprofit
organization, Coachella Valley Disaster Preparedness Network, who may be able to
provide tips on things they have implemented at other communities that might assist
in efforts being made by individuals in the communities.
Mr. Stendell added the City encourages individuals and communities to be self-reliant,
noting the City will assist as soon as possible, however, individuals and communities
need to be able to sustain themselves while they wait for assistance.
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Executive Director, Ms. Aylaian explained in a natural disaster the City's first priority
is to reestablish government and government services. The City relies on residents to
be prepared and have a week's worth of supplies, food and water, while City staff work
on getting infrastructure and utilities repaired.
Mr. Papazian provided a brochure to meeting attendees titled "Emergency Supply
List," produced by Homeland Security, explaining it provided a quick list of items an
individual would need during an emergency situation. He noted the brochure is also
available online at ready.gov.
B. Commission Reports
Senior Management Analyst, Jessica Gonzales advised Commissioners the
Development Services Conference Room will now be the designated conference room
for the Housing Commission meetings, noting the Housing Division is now located in
the Development Services building.
Mrs. Gonzales reminded Commissioners to RSVP for the upcoming housing tour
scheduled for October 30, 2019.
C. Summary of City Council and Housing Authority Actions
A memo provided by 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. Mrs. Gonzales commented the item
listed on the summary which went before City Council and the Housing Authority Board
at their last meeting was approved.
Commissioner Buller asked if there will be a significant impact on the timeline for
services due to the re-solicitation for Pool and Water Feature Maintenance and Repair
service and whether staff meets with prospective proposers to provide information
about the requirements for a complete proposal.
Mrs. Gonzales remarked after the rejection of the prior proposals, she modified the
request for proposal (RFP) highlighting the requirements and details. The modified
RFP was published September 29, 2019 on Planet Bids. She provided a brief
description of the City's new database system, Planet Bids, which gives vendors
automatic notification of any solicitations, adding staff hopes to receive more
responses that are complete and meet all requirements.
Vice Chair Mireles asked if there were any updates on the fire at One Quail and if they
have declared a cause for the fire. Ms. Gonzales replied the fire department has not
provided a final determination regarding the fire and interior work is in progress.
D. RPM Company Monthly Reports
RPM Company Vice President, Teresa Vakili acknowledge the reports before the
Commission, provided by RPM. She stated the properties are currently 98.8%
occupied. Additionally, staff completed 95 re-certifications.
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Vice Chair Mireles observed One Quail community receives a lot of service calls and
inquired if this was due to its size. He further inquired as to how many service calls
RPM receives in a month.
In reply, Ms. Vakili reported the overall average is approximately 475 service calls a
month for the entire portfolio, adding they do their best to complete all service calls
within 24hours.
Commissioner Guinaw addressed Report #2 — Monthly Net Operating Income
Statement and inquired about Candlewood and Sagecrest operating at a deficit.
Ms. Vakili explained major capital projects or repairs can throw off the budget for the
month. At this time, they have a smoke unit which incurred severe damage, requiring
a complete renovation that was not budgeted for.
E. Update on Housing Authority Properties
Ms. Vakili acknowledged the Palm Desert Housing Authority Project Report for
August. She reported 432 service call requests were received in August. Additionally,
several new A/C units were installed utilizing the Energy Savings Assistance program
through SCE. Ms. Vakili further reported they are renovating all the units at One Quail
place which sustained damage in the recent fire. Upon inquiry, Ms. Vakili stated
displaced tenants were placed in a hotel the evening of the incident where they stayed
for up to two days. All affected tenants were transferred to another unit at the property.
Mrs. Gonzales commented staff and RPM are always looking into programs to assist
with improvements to reduce utility consumption or cost at all housing authority
properties. Mrs. Gonzales shared One Quail Place Apartments is currently
participating in a program offered by Southern California Gas Company which will
replace 11 boilers at the property, at no cost. This program will pay for procurement,
engineering, labor, equipment related improvements and installation of the boilers.
One Quail qualified for the program because the property is 100% low income housing.
F. Update on the Home Improvement Program
Mrs. Gonzales reviewed the summary of HIP activity for the months of July and
August. She noted staff is currently working with the two eligible applicants to complete
the applicable internal documents and paperwork required for requested services.
ACTIVITY (July/August 2019)
Inquiries (Calls, Walk-Ins, Emails): 2
Applications Provided: 1
Applications Received: 0
Applications being processed: 0
Eligible (Possibly meets criteria): 2
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 1
(JHC Construction — SCE/Gas Co)
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IX. ADJOURNMENT
With Commission concurrence, Vice Chair Mireles adjourned the meeting at 4:16 p.m.
Melinda Gonzalez, Recording Secretary
9
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
COMMUNITY DEVELOPMENT DEPARTMENT
MEETING DATE: December 12, 2019
PREPARED BY: Jessica Gonzales, Senior Management Analyst: r
REQUEST: Authorize the award of Contract No. HA39040 to Service First, LLC,
for Pool and Water Feature Maintenance and Repair Services at the
Authority Properties in a total annual amount not to exceed $165,000.
Recommendation
By Minute Motion that the Authority Board:
1) Waive any and all irregularities and authorize the award of Contract No.
HA39040 to Service First, LLC for Pool and Water Feature Maintenance and
Repair Services at the Authority Properties in a total annual amount not to
exceed $165,000 (includes annual cost in the estimated amount of $134,520
and up to $30,480 for additional services to be requested as needed); and
2) Authorize RPM Company ("RPM"), the Authority's contracted management
company, to enter into a contract with Service First, LLC for Pool and Water
Feature Maintenance and Repair Services to facilitate the contracted services;
and
3) Authorize RPM to assign additional services and repairs as determined to be
necessary due to emergency actions and/or proactively responding to issues
or repair services at the Authority Properties; including expenditures up to
$30,480 for such additional services and repairs; and
4) Authorize the Executive Director or the Director of Community Development
to take any necessary actions to facilitate the contract and services.
Monies are available in the Authority's operating budget, in the appropriate
Authority accounts for each property.
Housing Commission Recommendation
The Housing Commission will review this recommendation at its regular meeting of
December 4, 2019. Upon request, a verbal report will be provided at the Authority's regular
meeting of December 12, 2019.
Strategic Plan
This request does not apply to a specific strategic plan goal.
G 1PlanningtHousmg DivisionUessica Gonzales\Staff Reports\2019 SR•PDHA--Service 1st_Pool Mantenance Service 1.doc
Contract No. HA39040
December 12, 2019 — STAFF REPORT
Housing Authority Board — Authorize award of contract to Service First, LLC
Page 2 of 3
Executive Summary
Staff requested sealed proposals for Pool and Water Feature Maintenance and Repair
Services for twelve (12) of the Palm Desert Housing Authority's ("Authority") residential
rental properties ("Properties"). Staff is recommending the award of contract to Service
First, LLC ("Service 1st"), which, after review, has been determined to be the most qualified
service provider in the estimated annual amount of $134,520. Service 1st will provide
Services for a three (3) year term. At the expiration of the three years, the Authority
reserves the right to extend the contract for an additional two (2) one-year terms based on
the performance of the service provider.
Background Analysis
A notice inviting proposals for Pool and Water Feature Maintenance and Repair Services for
twelve (12) residential rental Authority Properties (the "Services") was advertised in the local
newspaper. A request for proposals ("RFP") was issued so that any interested provider
could identify the services their company provides as opposed to a one-size fits all
approach. The recommendation is not based solely on price, but on the types of services
each provider offers. Based on the Services needed at each of the Properties, staff and
RPM staff reviewed and evaluated each provider using evaluation criteria that demonstrated
which provider could best meet or exceed the scope of services.
On Tuesday, October 29, 2019 at 2:00 p.m., the sealed proposals were opened by the City
Clerk, and the following two (2) proposals were received:
Company Location Annual Amount
Service First Santa Ana, CA $134,519.52
•
V.M. Pool Service and Repairs Indio, CA $72,600.00
Staff reviewed the proposals and initially found that there was a significant difference on the
base proposed amount from two service providers. After further in depth review of regular
and additional services, staff determined that Service 1st included five (5) days of full
service, filter cleans and removal of algaecides/phosphate in the quoted price making the
difference nominal. At no additional cost, Service 1st will also install and provide a chemical
controller to each pool that will monitor and provide readings of Chlorine, pH, temperature
and flow. In contrast, V.M. Pool Service and Repairs included only a three (3) day service
and proposed as an additional cost the filter cleaning and removal of algaecides/phosphate
services. Therefore, staff believes the most qualified service provider and best overall value
for services proposed was submitted by Service 1st. Service 1st's submittal provides pool
and water feature maintenance for twelve Authority Properties (includes 17 pools, 8 spas and
1 water feature) in an annual amount of approximately $134,520 plus repair services on an
as needed or proactive basis.
Staff is also requesting an additional $30,480 to provide additional services on an as
needed basis that would include services such as equipment repairs or replacement (i.e.,
pump, pump motor, filters, heating tubes, etc.), the treatment of fecal matter, removal of
Contract No. HA39040
December 12, 2019 — STAFF REPORT
Housing Authority Board — Authorize award of contract to Service First, LLC
Page 3 of 3
rodents and pests, leaks, groundwater runoff, etc. Therefore, the contract services will vary
and so will the contract amount depending on the actual additional services. All repairs are
subject to prevailing wage requirements.
RPM Company is authorized to enter into agreements as necessary to provide certain
services to the Properties. The type of services being requested require day-to-day
responses, so staff is recommending that the Authority Board authorize RPM Company to
enter into the contract with Service 1st and to authorize additional services as determined to
be necessary due to emergency actions and/or to proactively respond to repairs or
maintenance at the Authority properties.
Service 1st proposal meets the qualifications for the scope of services. Staff recommends
that the Authority Board award a three (3) year contract to Service First, LLC for Pool and
Water Feature Maintenance and Repair Services at the Authority Properties in a total annual
amount not to exceed $165,000 (estimated annual amount $134,520). At the expiration of
the three years, the Authority reserves the right to extend the contract for an additional two
(2) one-year terms based on the performance of Service 1st
Fiscal Analysis
The fiscal impact of this contract is the cost of the total estimated annual contract itself
based on the monthly routine Services and any additional services, as needed at the
discretion of the Authority in the total annual amount not to exceed $165,000.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY
MANAGER
F4e6O---
Ryan Stendell
Robert W. Hargreaves Director of Community Janet Moore Andy Firestine
City Attorney Development Director of Finance Assistant City Manager
City Manager, Lauri Aylaian:
ATTACHMENTS: 1. Cost Proposal (RPF, Exhibit B and Additional Work Cost Proposal form)
2. Proposed Method to Accomplish Scope of Services
Contract No. HA39040
Palm Desert Housing Authority
Pool and Water Feature Maintenance and Repair Service
Contract No. HA39040
Exhibit B
COST PROPOSAL
To: Palm DesertHousing Authority ("Authority")
Date: 1{ l S )
Proposer: 5 mitvl delFittAir "Firm"
The undersigned declares that he/she has carefully examined the Contract Documents and Addendums
No.(s) that he/she is thoroughly familiar with the contents thereof, and is authorized to represent
the respective firm and propose services to the Authority.
It is understood that the price shown hereon includes all routine and seasonal maintenance described in
the Contract Documents and shall be inclusive of all costs for the Proposer to accomplish the work.
The costs of any work shown or required in the Contract Documents, but not specifically identified as a
Contract Pay Item are included in the Contract Pay Items, and no additional compensation shall be due
Contractor by virtue of Contractor's compliance with the Contract Documents
For each item, the averaged one-month maintenance cost shall be indicated and the total of these costs
shall be extended for the term of the Agreement. Proposer must provide costs for all items below.
Item Property Type of Feature Price Price
op
(Monthly) (12 Months)
1. CALIFORNIA VILLAS (1)Swimming Pool,(1)Spa it 108 15 a,2.11,5 p 76
77-107 California Drive
2. CANDLEWOOD (,)Swimming Pool,(1)Spa ! I 0 3 8.1 3 ea,WY !6
74000 Shadow Mountain Drive
3. CARLOS ORTEGA VILLAS (1)Swimming Pool,(1)Spa *10310 a 35
1 2./*j ' , 94
77-915 Avenue of the States
4. CATALINA GARDENS (1)Swimming Pool « 6 g 8- d3 •$ 9 fp
73-600A Catalina Way i .
5. DESERT POINTE (1)Swimming Pool * berg. 73 it a i /. "
w
43-805 Monterey Avenue
6. LAGUNA PALMS (1)Swimming Pool d be. " s 6 . �-i-'rf..
73-875 Santa Rosa Way V�i/ VV��J 7
7. LAS SERENAS (3)Swimming Pools,(1)Spa !I ird�J Q .*5 t d /b
73-315 Country Club Drive J �J 1
8. NEIGHBORS (1)Swimming Pool a L f 3 • 6j 251 !`
73-535 Santa Rosa Way V
9. ONE QUAIL PLACE (4)Swimming Pools,(4)Spas I I`99�* •ZO lag 9rfr
72-600 Fred Waring Drive
10.
ONE QUAIL PLACE (1)Water Featurein5 3 72-600 Fred Waring Drive .6"" 3 �I 2-s�'
11. TAOS PALMS (1)Swimming Pool ° Q% . 15 • O 2.41S/
44-830 Las Palmas Avenue Rib i
12 THE PUEBLOS (1)Swimming Pool I* 6 VV. ;3 is 2 4rj
73-695 Santa Rosa Way i t '�}.
77802.00000\31308595 1 P0HA Pod and Water Feature Maintenance and Repair Services RFP
PROPOSAL SUBMISSION FORMS: Cost Proposal-Page 1 of 3
Contract No. HA39040
Palm Desert Housing Authority
Pool and Water Feature Maintenance and Repair Service
Contract No. HA39040
(Cost Proposal Continued)
TOTAL AMOUNT BASE PROPOSAL IN FIGURES $ t 3 (4) 5 1 1 C1
TOTAL AMOUNT BASE PROPOSAL IN WORDS Q411L� I towardDn1117,/ (
In the event of a conflict between the numbers give in figures and in words,the words shall control.
IN WITNESS WHEREOF FIRM executed this Proposal as of date s fo .
Signature of Proposer:
Signer's Name:_ t•'t
Name of Firm: 5'eauicco Ca-Fir
Date: 1 1 , S j 17
77802.00000\31308595.1 PDH.A Poo:and Water Feature Maintenance ane Repair Services RFP
PROPOSAL SUBMISSION FORMS: Cost Proposal-Page 2 of 3
Contract No. HA39040
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who
signed the document to which this certificate is attached. and not the truthfulness, accuracy, or validity of
that document.
STATE OF CALIFORNIA
COUNTY OF Dianczy___
On C 20 1`l, before me, kG\ ' 1WA ,-1 , Notary Public, personally
appeared i 1 Gt Y PTh t , who proved to me on the basis of satisfactory
evidence to be the person(s)whose name(s) is/are subscribed to the within instrument and acknowledged to me
that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s)
on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true
and correct.
WITNES my hand and official seal.
i3F1
91 ffir,
� - <i�
IP
My Comm.Expires Jcl 12,2023 ♦ �� � ��
S e nature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the
document and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
❑Individual
Corporate Officer
ITif <'t Gf. Ai(:). HA 3 9Q l
Title(s) Title or Type of Document
❑Partner(s) ❑ Limited
0 General Number of Pages
❑Attorney-In-Fact
ElTrustee(s) I I /5 / I CI
❑Guardian/Conservator Date of Document
❑Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
77802.00 000131 308 59 5.1 PDHA Pool and Water Feature Maintenance and Repair Services RFP
PROPOSAL SUBMISSION FORMS: Cost Proposal-Page 3 of 3
Palm Desert Housing Authority
Pool and Water Feature Maintenance and Repair Service
Contract No. HA39040
ADDITIONAL WORK COST PROPOSAL
To: Palm ese! H using Authority ("Authority")
Date: 14 PS 1
Proposer: 5c'QtA .& ( 4.- _ `Firm"
Extra Work by request and/or authorization only:
Price Price
ITEM SERVICE (Monthly) (12 Months)
1. Filter Cleans co-auJt� u-Q-gsz
2 Equipment Repairs S S.ellD (U
(per hour Rate) � _
3- Algaecides&Phosphate Removal =:y44 Z4%(.4 u4.4.4-.
4. Labor Rate lr 1 OZ.dv'
5. Other:
IN WITNESS WHEREOF FIRM executed this Proposal as of date set fort •
Signature of Proposer:
Signer's Name: 5 ,
Name of Firm: e22-u Ff I[sr
Date: 11 , 039
77802 00000\31308595 1 PDHA Pact and Wa;er Feature Maintenance and Repair Services RN'
PROPOSAL SUBMISSION FORMS: Additional Work Cost Proposal•Page 1 of 1
Service
ST
■
Proposed Method to Accomplish the Work
Service First has been providing Commercial Pool Service for 35 years. We have layers of management
and reporting procedures that allow us to provide excellent service and prevent complacency in
reoccurring service. In addition to our daily logs(attached)which include all of the Preventative
Maintenance readings i.e. flow, influent and effluent filter pressures,water balance, etc.,we perform an
end of month all inclusive inspection of each body of water (End of Month Inspection attached). The
Account Manager and Route Supervisor personally review each inspection report and make
recommendations or corrections as needed.
All Service vehicles are on GPS which allows us the fastest response times to any emergencies or call
outs needing attention. Service First understands that it is important to keep Commercial Pools clean
and clear and enjoyable for the facilities patrons/tenants.
Attached are Exhibit A and B which explain what services are provided at each visit.The Account
Manager and Route Supervisor visit all pools at least once a week to ensure these tasks are being
completed and that the facility is at the highest standards possible.
Service First is dedicated to providing water chemistry that is not corrosive or scale forming but
perfectly balanced.There are five elements of water balance that determine whether the pool is in a
state where it is damaging to the plaster,vessel, and circulation equipment or conversely scale forming
which clouds water, clogs filters, and irritates swimmers. We keep these five elements, pH, Alkalinity,
Calcium Hardness,TDS, and Temperature in a balanced state to prevent damage to the vessel and
provide a comfortable swimming experience.
Service First will install included in this contract and at their discretion Chemical Controllers which will
monitor the pool water chemistry and add chemicals as needed 24/7.This ensures proper water Balance
at all times between service visits.
Thank you for the opportunity to bid your Pool and Water Feature Maintenance and Repair Service
Contract and if selected, we will provide service above and beyond your expectations.
Page 19
2510 N Grand Avenue,Suite 110•Santa Ana,California 92705 • (714)573-2200 • FAX(714)573-2297 • License#556812
Service
_ 1ST
EXHIBIT A
SPECIFICATIONS
TASKS PERFORMED AT EACH SCHEDULED VISIT PER BODY OF WATER
1. Vacuum the bottom surface of each pool.
2. Skim debris from surface of each pool.
3. Clean all water line tiles as necessary.
4. Brush sides of each pool to remove dirt and debris as needed.
S. Remove accumulated debris from all pool skimmers and drains.
6. Remove accumulated debris from all pump strainers.
7. Backwash pool filters as necessary to maintain proper pressure
differential.
8. Refill all chemical feed equipment containers as necessary.
9. Maintain a clean and organized equipment room.
10. Check and record the following in the supplied commercial
log book:
a. Free chlorine
b. pH level
c. Flow rate
d. Influent Pressure
e. Effluent Pressure
f. Pool Temperature
g. Chemicals Added
h. Services Performed
11. Check for safety hazards and conditions in and around the
pool area.
P4 LA
2510 N.Grand Avenue,Suite 110 •Santa Ana,California 92705 • (714)573-2200 • FAX(714)573-2297 • License#556812
Service
r
EXHIBIT B
SPECIFICATIONS
TASKS PERFORMED AT EACH SCHEDULED VISIT PER BODY OF WATER
1. Check and adjust all automatic and manual water chemistry control systems.
2. Maintain and adjust all company owned equipment.
3. Maintain a proper residual of chemical stock on hand for all automatic and manual
water chemistry control systems.
4. Place in use chlorine and pH neutralizer necessary to maintain the water balance in
accordance with local and state health department codes and regulations regarding the
sanitation of commercial pool and spas.
5. Maintain water levels in all bodies of water and adjust all automatic water level
equipment.
6. Provide secondary containment for all chemical stocks in accordance with all local fire
and safety codes.
7 Maintain pool records charts in accordance with local health authority guidelines.
8. Drain all pools and spas as necessary.
9. Check all pool equipment for proper operation.
10. Check pool area for obvious hazards.
11. Check pool and spa lighting for proper operation.
END OF MONTH INSPECTION REPORT COMPLETED AT THE END OF EACH MONTH
12. Check and Record the following:
a. Free Chlorine
b. Total Chlorine
c. Combined Chlorine
d. pH level
e. Total Alkalinity
f. Calcium Hardness
g. Total Dissolved Solids
h. Phosphate Levels
i. Temperature
P4 .
2510 N.Grand Avenue,Suite 110•Santa Ana,California 92705 • (714)573-2200 • FAX(714)573-2297 • License#556812
13. Perform a site survey for all pools and spas to check and record the condition of the
following:
a. Check all required safety signage
b. Check all required safety equipment
c. Check for missing or damaged main drain covers
d. Check for safety hazards in and around pool area
e. Check for missing or damaged deck lids
f. Check spa emergency shut off switch operation
g. Check all pool circulation, filtration, and heating systems.
h. Check all pool lighting and lighting GFCIs for proper operation.
i. Check all pool access gates and perimeter barriers
Ott/ 7,3
CITY OF PALM DESERT
di
= HOUSING DIVISION
tc'`bw`,,�r 3$ P MEMORANDUM
•43-To: Members of the Housing Commission
From: Jessica Gonzales, Senior Management Analy
Date: December 4, 2019
Subject: Staff Findings regarding the installation of electrical hookups at The
Pueblos Apartments
On October 2, 2019 at the request of Commissioner Katz, staff researched the possibility
of installing an electrical outlet to The Pueblos Apartments for the purpose of charging
electric mobility devices.
Staff researched and evaluated the feasibility of executing the requested electrical
hookup and is not recommending any further action. While the request seemingly
supports the City's goals towards minimizing traffic and pollution associated with it, the
proposed request creates several concerning issues that are outlined below:
• City staff from the Building and Safety Department stated this request would need
to meet ADA standards which requires the designated parking space to have
enough area for those with disabilities to be able to get in and out of the designated
area. The existing infrastructure of the designated area. whether it is a parking stall
or other, would need to be modified to meet accessibility standards. Currently, the
property is at maximum capacity for parking spaces required and cannot
accommodate having a space taken from inventory to be utilized for this purpose
or the addition of another ADA compliant spot. This problem holds true for other
housing authority properties since they are existing communities with established
infrastructure as well.
• Associated costs for installation and maintenance varies depending on the extent
of what would be required to install. convert and/or replace fixtures, electrical wiring
and structural modifications to meet this request. If this feature is added to an
existing community, it must be added to all housing authority communities raising
the overall expenditure.
• Community Development Block Grant funds was suggested as an option,
however, this would require the amenity be available to all of the public, not just
the residents, which is concerning when considering accessibility, privacy and
safety.
• Staff reviewed the availability and accessibility for this type of amenity within a one
mile radius to housing authority properties and found there are several charging
stations available for use by the public.
With consideration to the findings, staff recommends no further action on this matter.
ri;-''''''''''''
---" ti CITY OF PALM DESERT
HOUSING DIVISION
, v.' MEMORANDUM
,r•
To: Members of the Housing Commission
From: Jessica Gonzales, Senior Management Analy F fl
Date: December 4, 2019
Subject: Staff Findings regarding the installation of a speed bump at Carlos
Ortega Villas
On October 2, 2019 at the request of Commissioner Morrison, staff received and
researched into the addition of speed bumps to the Housing Authority property, Carlos
Ortega Villas.
Staff contacted Public Works Project Manager, Randy Bowman, and spoke with him
about the noted concerns relayed by Commissioner Morrison. Mr. Bowman informed staff
the City and emergency response organizations including the Fire Department and Law
Enforcement are in opposition to the installation of speed bumps inside communities as
it inhibits their ability to respond to emergency calls timely and efficiently. Most concerning
is the ability for first responders to administer lifesaving measures while going over speed
bumps and in many cases it is imperative they get to the hospital in an expedient manner
which is in direct opposition to the purpose a speed bump serves. Likewise, law
enforcement also requires the ability to get to an emergency situation in the most
expedient manner, as doing so could be a lifesaving action. With consideration to our
emergency response teams, the City does not install speed bumps within communities
unless absolutely necessary.
Staff understands the concerns and will work with property management to periodically
remind residents and guests to drive slowly and abide by posted speed limits when driving
in the community.
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Aug-19
REPORT DATE: 9/1/2019 REPORTED BY: TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 2 3 3 2 2 3 4 1 0 4 7 3 3
c. Occupied Units 139 138 138 139 139 138 137 140 141 137 134 138 138
d. Pending Leases 5 3 6 4 4 3 2 2 2 3 3 4 5
e. Ending Occupied&Pre-leased 144 141 144 143 143 141 139 142 143 140 137 142 143
f. Down Units 0 1 1 0 0 1 2 0 0 1 1 1 0
g. Number of Wait List Contactees 240 250 322 150 10 0 5 0 20 20 20 68 79
h. Re-Cert Pkts Sent Out During Month 12 13 12 7 17 8 6 20 12 4 14 4 12
i. Number of Traffic Qualified 14 12 9 5 9 10 15 5 15 12 15 10 15
j. Number of Traffic Non-Qualified 1 0 0 1 0 0 0 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 1 1 1 1 1 2 3 2 1 2 3 2 3
c. Occupied Units 63 63 63 63 63 62 61 62 63 62 61 62 61
d. Pending Leases 2 1 0 0 0 0 2 1 0 0 1 2 1
e. Ending Occupied&Pre-leased 65 64 63 63 63 62 63 63 63 62 62 64 62
f. Down Units 0 0 1 1 1 1 1 1 1 1 0 0 0
g. Number of Wait List Contactees 43 17 39 29 15 68 53 51 43 64 39 53 41
h. Re-Cert Pkts Sent Out During Month 2 8 4 5 1 8 9 3 3 2 3 3 4
i. Number of Traffic Qualified 37 28 31 34 23 27 19 27 21 21 43 29 22
j. Number of Traffic Non-Qualified 0 1 0 0 0 0 0 1 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 2 2 2 2 2 1 1 0 1 1 2 1 1
c. Occupied Units 46 46 46 46 46 47 47 48 47 47 46 47 47
d. Pending Leases 1 2 0 0 0 0 1 0 0 0 1 0 2
e. Ending Occupied&Pre-leased 47 48 46 46 46 47 48 48 47 47 47 47 49
f. Down Units 0 0 2 2 2 1 0 0 0 0 0 0 0
g. Number of Wait List Contactees 16 17 10 22 30 30 23 11 16 36 20 26 19
h. Re-Cert Pkts Sent Out During Month 4 5 2 2 5 1 1 2 2 3 6 1 5
i. Number of Traffic Qualified 12 18 7 8 3 6 25 11 20 7 8 9 19
j. Number of Traffic Non-Qualified 0 0 0 0 0 1 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 1 0 1 1 1 1 1 1 1 0
c. Occupied Units 23 23 23 23 24 23 23 23 23 23 23 23 24
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 23 23 23 23 24 23 23 23 23 23 23 23 24
f. Down Units 1 1 1 1 0 0 1 1 1 1 1 1 0
g. Number of Wait List Contactees 27 23 53 9 6 7 0 0 0 19 17 0 0
h. Re-Cert Pkts Sent Out During Month 2 1 3 2 2 1 4 1 2 0 1 2 3
i. Number of Traffic Qualified 19 19 15 29 12 11 12 17 11 14 32 19 16
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 1 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 19 16 19 15 17 19 20 17 15 16 19 20 22
c. Occupied Units 365 368 365 369 367 365 364 367 369 368 365 364 362
d. Pending Leases 7 7 8 3 2 13 11 11 5 2 9 8 14
e. Ending Occupied&Pre-leased 372 375 373 372 369 378 375 378 374 370 374 372 376
f. Down Units 11 10 11 7 10 8 9 11 11 11 11 6 13
g. Number of Wait List Contactees 198 265 177 82 305 86 i 198 i 371 8 150 197 132 170
h. Re-Cert Pkts Sent Out During Month _ 28 36 41 26 24 31 28 31 20 31 30 26 29
i. Number of Traffic Qualified 106 112 120 69 113 80 91 81 100 89 78 92 86
j. Number of Traffic Non-Qualified 0 2 2 1 0 2 5 3 5 2 2 1 0
09/01/2019 Page 1 of 11 MOS Multi-Family 8 19
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 2 1 1 2 3 1 0 0 0 1 3 2 0
c. Occupied Units 34 35 35 34 33 35 36 36 36 35 33 34 36
d. Pending Leases 2 1 1 0 1 1 0 0 1 1 1 2 0
e. Ending Occupied&Pre-leased 36 36 36 34 34 36 36 36 37 36 34 36 36
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 16 17 7 22 35 25 0 0 6 15 18 16 0
h. Re-Cert Pkts Sent Out During Month 1 1 2 3 1 2 2 3 3 3 4 7 1
i. Number of Traffic Qualified 4 10 5 4 3 6 10 9 8 4 7 6 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 0 0 0 0 0 0 0 0 2 1 0 0 0
c. Occupied Units 20 20 20 20 20 20 20 20 18 19 20 20 20
d. Pending Leases 0 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 18 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 0 0 20 10 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 0 1 2 3 4 4 2 2 2 1 1 2
i. Number of Traffic Qualified 3 4 3 3 0 0 0 6 8 2 0 0 4
j. Number of Traffic Non-Qualified 3 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 1 1 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 15 15 16 16 16 16 16 16 16 16 16 16 16
d. Pending Leases 0 1 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 16 16 16 16 16 16 16 16 16 16 16 16
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 53 23 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 0 1 2 1 1 1 1 1 0 4 1 0
i. Number of Traffic Qualified 10 17 12 17 9 9 8 10 11 9 16 17 11
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 28 25 27 23 25 27 29 21 20 26 35 29 29
c. Occupied Units 705 708 706 710 708 706 704 712 713 707 698 704 704
d. Pending Leases 17 15 15 7 7 17 16 14 8 6 15 16 22
e. Ending Occupied&Pre-leased 722 723 721 717 715 723 720 726 721 713 713 720 726
f. Down Units 12 12 16 11 13 11 13 13 13 14 13 8 13
g. Number of Wait List Contactees 593 612 608 314 401 216 279 433 113 314 311 295 309
h. Re-Cert Pkts Sent Out During Month 51 64 66 49 54 56 55 63 45 45 63 45 56
i. Number of Traffic Qualified 205 220 202 169 172 149 180 166 194 158 199 182 177
j. Number of Traffic Non-Qualified 4 3 2 2 0 3 5 4 5 2 3 1 0
09/01/2019 Page 2 of 11 MOS Multi-Family 8 19
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Aug-19
REPORT DATE: 9/1/2019 REPORTED BY: TERESA VAKILI
"SENIOR PROPERTIES" Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 3 3 1 1 1 1 1 1 1 1 1 1 1
c. Occupied Units 27 27 29 29 29 29 29 29 29 29 29 29 29
d. Pending Leases 1 2 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 28 29 29 29 29 29 29 29 29 29 29 29 29
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 6 5 4 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 0 1 1 6 1 1 6 3 2 1 2 5
i. Number of Traffic Qualified 5 0 1 1 0 1 1 0 0 0 4 2 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 1 1 0 0 1 1 1 1 1 0 1 0
c. Occupied Units 72 72 72 73 73 72 72 72 72 72 73 72 73
d. Pending Leases 1 1 1 0 2 2 2 1 1 1 1 1 1
e. Ending Occupied&Pre-leased 73 73 73 73 75 74 74 73 73 73 74 73 74
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 40 57 73 36 82 81 34 43 40 39 63 54 39
h. Re-Cert Pkts Sent Out During Month 6 6 2 7 2 3 5 7 7 11 6 8 5
i. Number of Traffic Qualified 7 22 20 14 29 14 23 28 20 27 31 19 24
j. Number of Traffic Non-Qualified 1 14 25 7 5 6 2 7 8 6 11 13 6
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 4 1 3 0 1 2 0 1 0 1 1 1 1
c. Occupied Units 68 71 69 72 71 70 72 71 72 71 71 71 71
d. Pending Leases 2 2 3 0 0 3 0 1 1 1 2 2 1
e. Ending Occupied&Pre-leased 70 73 72 72 71 73 72 72 73 72 73 73 72
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 15 25 24 16 30 30 14 21 12 20 37 0 0
h. Re-Cert Pkts Sent Out During Month 17 14 3 2 _6 3 2 _6 3 4 14 18 8
i. Number of Traffic Qualified 20 9 5 4 5 6 12 6 2 8 18 14 11
j. Number of Traffic Non-Qualified 0 0 1 0 1 4 2 3 3 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 1 0 1 1 0 0 0 0 0 1 1 0
c. Occupied Units 27 26 27 26 26 27 27 27 27 27 26 26 27
d. Pending Leases 0 1 0 2 0 0 0 0 0 0 1 1 0
e. Ending Occupied&Pre-leased 27 27 27 28 26 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 20 15 0 0 0 0 0 0 20 0
h. Re-Cert Pkts Sent Out During Month 2 1 3 2 3 2 2 4 3 0 4 1 2
i. Number of Traffic Qualified 4 9 8 2 1 18 8 10 9 9 25 35 31
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 0 1 1 1 0 2 1 1 0 1 2 1 1
c. Occupied Units 150 149 149 149 150 148 149 149 150 149 148 149 149
d. Pending Leases 0 1 1 2 0 2 0 2 0 1 2 1 0
e. Ending Occupied&Pre-leased 150 150 150 151 150 150 149 151 150 150 150 150 149
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 20 17 30 35 27 25 20 15 0 13 30 25 20
h. Re-Cert Pkts Sent Out During Month 16 15 6 5 7 13 _5 6 7 20 19 15 14
i. Number of Traffic Qualified 39 48 56 34 20 49 33 47 34 35 39 45 38
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
09/01/2019 Page 3 of 11 MOS Senior 8 19
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-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 1 0 0 0 1 2
c. Occupied Units 15 15 15 15 15 15 15 14 15 15 15 14 13
d. Pending Leases 0 0 0 0 0 0 0 1 0 0 0 1 1
e. Ending Occupied&Pre-leased 15 15 15 15 15 15 15 15 15 15 15 15 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 6 5 0 0 49 47
h. Re-Cert Pkts Sent Out During Month 0 4 1 1 1 1 1 0 0 0 4 1 0
i. Number of Traffic Qualified 2 0 0 0 0 0 0 0 0 0 2 3 3
j. Number of Traffic Non-Qualified 2 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 1 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 14 15 14 14 14 14 14 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 0 0 1 1 0 1 1 1 4 0 2 0
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
SUMMARY
SENIOR PROPERTIES Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 8 7 6 3 3 6 3 5 2 4 5 6 5
c. Occupied Units 373 374 375 378 378 375 378 376 379 377 376 375 376
d. Pending Leases 4 7 5 4 2 7 3 5 2 3 6 6 3
e. Ending Occupied&Pre-leased 377 381 380 382 380 382 381 381 381 380 382 381 379
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 81 104 131 107 154 136 68 85 57 72 130 148 106
h. Re-Cert Pkts Sent Out During Month 47 40 16 19 26 23 17 30 24 41 48 47 34
i. Number of Traffic Qualified 77 88 90 55 55 88 77 91 65 79 119 118 109
j. Number of Traffic Non-Qualified 3 14 26 7 6 10 4 10 11 6 11 13 6
09/01/2019 Page 4 of 11 MOS Senior 8 19
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
No. of Units Average Mo. Rent
Extremely Low
0-30% 164 246
Very Low
31-50% 249 453
51-80% 222 703
Moderate
81%-120% 69 1,019
Total 704 605
Senior Complexes
No. of Units Average Mo. Rent
Extremely Low 116 230
0-30%
Very Low 162 413
31-50%
Low 85 668
51-80%
Moderate 13 932
81%-120%
Total 376 561
HOUSEHOLD SIZE
AM % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 I 69,700 I 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 7/1/19. Monthly rent is exclusive of Utility Allowance.
09/01/2019 Page 5 of 11 Summary Rpt#1
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Aug-19
REPORT DATE: 9/1/2019 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 3 165 1 142 8 154 12 156
c. 2 BR,1 BA 1 162 2 156 1 157 4 158
d. 2 BR,2 BA 1 157 1 169 6 164 8 164
e. Totals 20% 3- 2_ 1 1 111 15 1 2_ 0_ 1_ 25
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 189 5 189
b. 1 BR,1 BA 15 221 3 197 6 210 21 215 45 215
c. 2 BR,1 BA 3 223 2 217 1 217 2 196 8 214
d. 2 BR,2 BA 3 218 2 218 10 222 15 221
e. Totals 21-25% 15- 8_ 9_ 2_ 34_ 2- 1_ 2_ 73
3.VERY LOW:26-30%OF MEDIAN
a. Studio 2 244 2 244
b. 1 BR,1 BA 10 289 2 279 16 266 28 275
c. 2 BR,1 BA 1 355 6 348 3 359 2 342 3 343 15 349
d. 2 BR,2 BA 1 352 1 343 19 348 21 348
e. Totals 26-30% 10- 3_ 3_ 1_ 41_ 3_ 2_ 3- 66
4.VERY LOW:31-35%OF MEDIAN
a. Studio 0 -
b. 1 BR,1 BA 13 330 1 307 8 325 22 327
c. 2 BR,1 BA 2 408 1 462 3 426
d. 2 BR,2 BA 7 400 7 400
e. Totals 31-35% 13 1 0 0 17 1 0_ 0 32
5.VERY LOW:36-40%OF MEDIAN
a. Studio 3 333 3 333
b. 1 BR,1 BA 15 382 2 362 1 375 16 383 34 381
c. 2 BR,1 BA 5 408 2 402 2 403 9 406
d. 2 BR,2 BA 2 403 1 403 10 408 13 407
e. Totals 36-40% 15 5 3 1_ 31_ 0 2_ 2 59
6.VERY LOW:41-45%OF MEDIAN
a. Studio 1 381 1 381
b. 1 BR,1 BA 11 438 1 417 2 430 13 435 27 435
c. 2 BR,1 BA 10 470 3 495 3 464 2 465 18 473
d. 2 BR,2 BA 6 460 6 465 12 472 24 467
e. Totals 41-45% 11_ 2_ 8_ 6_ 35_ 3_ 3_ 2_ 70
7.VERY LOW:46-50%OF MEDIAN
a. Studio 3 451 1 441 4 448
b. 1 BR,1 BA 16 513 2 486 1 499 12 505 _ 31 508
c. 2 BR,1 BA 11 554 11 563 5 541 2 542 29 554
d. 2 BR,2 BA 3 542 3 542 18 549 24 547
e. Totals 46-50% 16_ 5_ 5 3 41 11- 5_ 2_ 88 k
Total very low= 83 26 29 14 214 22 13 12 413
• Percent of total 60.14% 42.62% 61.70%M 58 33% A 59.12% 61.11%' 65.00%MMI75.00%_ 58.66%
8.LOWER: 51-55%OF MEDIAN
a. Studio 4 484 4 484
b. 1 BR,1 BA 13 559 2 526 1 539 9 553 25 554
c. 2 BR,1 BA 8 597 7 593 2 587 1 588 18 594
d. 2 BR,2 BA 1 588 3 601 7 600 11 599
e. Totals 51-55% 13 6 2_ 3_ 24 7- 2_ 1_ 58
9.LOWER:56-60%OF MEDIAN
a. Studio 5 525 1 525 6 525
b. 1 BR,1 BA 4 631 1 581 4 594 9 598 18 604
c. 2 BR,1 BA 1 635 8 660 3 668 3 649 1 650 16 657
d. 2 BR,2 BA 2 650 2 650 12 662 16 659
e. Totals 56-60% 4 7 7_ 2_ 29 3- 3_ 1_ 56
09/01/2019 Page 6 of 11 Rpt#1 Multi-Family 8 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 9 659 3 649 1 649 12 651 25 654
c. 2 BR,1 BA 1 697 4 721 2 711 1 711 8 714
d. 2 BR,2 BA 1 712 1 712 6 717 8 716
e. Totals 61-65% 9 6 2 1 22 2 1 J 0 Mk 43
11.LOWER:66-70%OF MEDIAN
a. Studio 1 717 1 717
b. 1 BR,1 BA 7 872 1 844 4 848 12 861
c. 2 BR,1 BA 2 889 1 945 1 945 4 917
d. 2 BR,2 BA 4 886 4 886
e. Totals 66-70% 7- 2_ 0_ 0_ 10_ 1_ 1_ 0_ 21 EIM
12.LOWER:71-75%OF MEDIAN
a. Studio 1 717 1 717
b. 1 BR,1 BA 3 891 1 849 6 867 10 872
c. 2 BR,1 BA 4 1,029 4 1,029
d. 2 BR,2 BA 1 1,035 1 1,020 5 1,038 7 1,035
e. Totals 71-75% 3- 2_ 1_ 1_ 15 0_ OM 0_ 22
13.LOWER:76-80%OF MEDIAN
a. Studio 2 717 2 717
b. 1 BR,1 BA 8 872 1 849 5 865 14 868
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 6 1,076 6 1,076
e. Totals 76-80% 8- 3_ 0_ 0 11_ 0- 0_ 0_ 22
Total lower= 44 26 12 7 111 13 7 2 222
Percent of total 31.88% 42.62% 25.53% 29.17% , 30.66% 36.11% 35.00% 12.50% 31.53%
14.MODERATE:81-120%OF MEDIAN
a. Studio 3 717 1 772 4 731
b. 1 BR, 1 BA 10 889 4 912 9 886 23 892
c. 2 BR, 1 BA 1 1,232 1 1,232 9 1,098 1 1,232 2 1,148 14 1,134
d. 2 BR,2 BA 1 1,232 5 1,117 3 1,146 19 1,094 28 1,108
Total moderate= 11 9 6 3 37 1 0 2- 69
Percent of total 7.97% 14.75% 12.77% 12.50% 10.22% 2.78% 0.00% 12.50% 9.80%
15.Total units occupied: 138 61 47 24 362 36 20 16 _ 704
16.Occupancy rate= 98% 95% 98% 100% 94% 100% 100% 100% 96%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of
that unit type at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov 1 98%
09/01/2019 Page 7 of 11 Rpt#1 Multi-Family 8 19
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Aug-19
REPORT DATE: 9/1/2019 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 2 86 8 143
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 i 4 0 0_ 14
2.VERY LOW:21-25%OF MEDIAN
a. Studio 8 274 9 180 16 208 33 217
b. 1 BR,1 BA 2 204 2 204 5 245 8 220 1 208 1 197 19 221
c. 2 BR,1 BA 3 209 3 209
d. 2 BR,2 BA 0 -
e. Totals 21-25% 5 8 11 5 24 1- 1_ 55
3.VERY LOW:26-30%OF MEDIAN
a. Studio 6 343 12 236 12 261 30 267
b. 1 BR, 1 BA 3 241 5 273 4 322 5 256 17 274
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 26-30% 3 6- 17- 4- 12 0- 5_ 47
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 384 7 277 6 318 19 324
b. 1 BR,1 BA 3 314 5 314 4 369 5 403 4 324 1 307 22 346
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 31-35% 3 6 12 4 11 4 1_ 41
5.VERY LOW:36-40%OF MEDIAN
a. Studio 7 443 4 325 16 373 27 384
b. 1 BR,1 BA 2 369 1 493 3 378 5 418 10 398 2 373 2 347 25 395
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 36-40% 2 8- 7- 5- 26- 2- 2_ 52
6.VERY LOW:41-45%OF MEDIAN
a. Studio 4 494 5 373 12 428 21 428
b. 1 BR,1 BA 4 424 1 555 2 424 3 473 5 470 2 428 _ 17 454
c. 2 BR,1 BA _ 0 -
d. 2 BR,2 BA _ 0 -
e. Totals 41-45% 4 5- 7_ 3- 17 lim- 2 AIM 0_ 38
7.VERY LOW:46-50%OF MEDIAN
a. Studio 5 563 1 428 10 498 16 514
b. 1 BR,1 BA 3 491 2 632 2 493 2 561 4 542 1 497 1 486 15 533
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 46-50% 3 7 3 2 14 1 1 31
Total very low= 23 42 62 23 108 10 10 278
• Percent of total 79.31% 57.53% 87.32% 85.19% 72.48% 76.92% 71.43% 73.94%
8.LOWER:51-55%OF MEDIAN
a. Studio 8 603 1 469 6 537 15 568
b. 1 BR,1 BA 2 551 2 678 1 533 3 587 2 537 2 526 12 573
c. 2 BR,1 BA 1 583 _ 1 583
d. 2 BR,2 BA _ 0 -
e. Totals 51-55% 3 10 2 0 9 2 2 28
9.LOWER:56-60%OF MEDIAN
a. Studio 9 662 7 592 _ 16 632
b. 1 BR,1 BA 1 627 2 740 2 588 1 637 4 649 1 581 11 645
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 56-60% 1- 11- 2_ 1- 11- 0- 1_ 27
09/01/2019 Page 8 of 11 Rpt#1 Senior 8 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 4 724 3 662 7 697
b. 1 BR,1 BA 1 643 1 692 4 712 1 647 7 690
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 61-65% 1 4 0 1 7 1 0 14
11.LOWER:66-70%OF MEDIAN
a. Studio 1 921 1 709 1 855 3 828
b. 1 BR, 1 BA 0 -
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 66-70% 0 1- 1- 0- 1 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 1 905
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 71-75% 0 1- 1- 1- 1 0- 0 4
13.LOWER:76-80%OF MEDIAN
a. Studio 3 926 1 709 3 860 7 867
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% 0M. 3 1 0- 4M. 0- 1'' 9
Total lower= 5 30 7 3 33 3 4 85
Percent of total 17.24% 41.10% 9.86% 11.11% 22.15% 23.08% 28.57% 22.61%
14.MODERATE:81-120%OF MEDIAN
a. Studio 1 709 5 860 6 835
b. 1 BR,1 BA 1 916 1 856 1 905 3 1,066 6 979
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 1 1,232 1 1,232
Total moderate= 1 1 2 1 8 0 0 13
Percent of total 3.45%111111 1.37%` 2.82% 3.70% 5.37% 0.00% 0.00% 3.46%
15.Total units occupied: 29 73 71 27 149 13 14 376
16.Occupancy rate= 97% 100% 99% 100% 99% 87% 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 lev@lcc Rate excluding properties under const/renov I1 99% 11
09/01/2019 Page 9 of 11 Rpt#1 Senior 8 19
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Aug-19 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 9/1/2019
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 83 26 29 14 214 22 13 12 413
Total rental income 29,746 7,815 10,348 5,767 79,257 9,963 5,802 4,398 153,096
Per occupied unit 358 301 357 412 370 453 446 367 371
LOWER:51%-->80%
Occupied units 44 26 12 7 111 13 7 2 222
Total rental income 31,475 16,029 7,724 4,835 81,560 8,522 4,777 1,238 156,160
Per occupied unit 715 617 644 691 735 656 682 619 703
MODERATE:81%-->120%
Occupied units 11 9 6 3 37 1 - 2 69
Total rental income 10,122 8,263 6,357 3,438 38,642 1,232 1,148 69,202
Per occupied unit 920 918 1,060 1,146 1,044 1,232 574 1,003
Summary Income:
Rental 71,343 32,107 24,429 14,040 199,459 19,717 10,579 6,784 378,458
Other Income:
Laundry 208 411 439 551 5,239 535 197 - 7,580
Other 1,461 (3,909) (1,115) (1,297) 13,824 (822) 50 2,153 10,344
Total Operating Income 73,012 28,609 23,753 13,294 218,522 19,430 10,826 8,937 396,382
Occupied Units 138 61 47 24 362 36 20 16 704
Income per occupied unit 529 469 505 554 604 540 541 559 563
EXPENSES
Operating Expenses:
Payroll 19,306 9,735 9,399 4,033 55,220 5,894 4,896 2,830 111,313
Per occupied unit 140 160 200 168 1. 164 245 177 158
Administrative 9,491 4,352 2,443 949 24,159 1,594 2,104 626 45,717
Per occupied unit 69 71 52 40 E 44 105 39 65
Advertising/Promotion - - - - 63 - - - 63
Per occupied unit - - - - - - - 0
Contract Services 5,192 2,920 3,150 1,678 16,718 1,425 1,000 1,363 33,448
Per occupied unit 38 48 67 70 / 40 50 85 48
Utility Services 11,795 4,527 3,093 1,741 26,322 2,327 1,385 1,179 52,368
Per occupied unit 85 74 66 73 7u 65 69 74 74
Maintenance 10,207 7,539 4,265 1,441 56,897 2,942 1,036 2,708 87,035
Per occupied unit 74 124 91 60 157 82 52 169 124
Replacement expense 3,875 2,264 3,968 - 8,073 288 - - 18,468
Per occupied unit 28 37 84 - 22 8 - - 26
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 59,867 31,337 26,317 9,843 187,453 14,469 10,420 8,706 348,412
Per occupied unit 434 514 560 410 518 402 521 544 495
Summary Revenue and Expenses
Total Operating Income 73,012 28,609 23,753 13,294 218,522 19,430 10,826 8,937 396,382
Total Operating Expenses 59,867 31,337 26,317 9,843 187,453 14,469 10,420 8,706 348,412
Monthly Net Operating Income 13.145 (2.729) (2.564) 3.451 31,069 4.961 405 231 47.970
Per occupied unit 95 (45) (55) 144 86 138 20 14 68
FYTD Net Operating Income* 43,148 12.741 8.511 7.134 196.191 16.389 4.794 4.556 293.464
Previous Fiscal Year NOI(6/30/2019)* 197,497 46,658 (42,268) 6,351 566,303 67,200 16,742 1,583 860,065
For comparison purposes,Net Operating Income OTD 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)
09/01/2019 Page 10 of 11 Rpt#2 Multi-Family 8 19
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Aug-19 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 9/1/2019
CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Up to 50%
Occupied units 23 42 62 23 108 10 10 278
Total rental income 7,054 17,196 16,976 8,620 37,209 3,603 2,964 93,622
Per occupied unit 307 409 274 375 345 360 296 337
LOWER: 51%-->80%
Occupied units 5 30 7 3 33 3 4 85
Total rental income 2,955 21,139 4,305 2,234 21,917 1,721 2,394 56,753
Per occupied unit 591 705 615 745 664 574 598 668
MODERATE: 81%-->120%
Occupied units 1 1 2 1 8 - - 13
Total rental income 916 1,232 1,565 905 7,498 12,116
Per occupied unit 916 1,232 783 905 937 932
Summary Income:
Rental 10,925 39,567 22,846 11,759 66,624 5,324 5,446 162,491
Other Income:
Laundry - 402 - 154 630 - - 1,186
Other 1,401 572 57 715 5,640 379 716 9,479
Total operating income 12,326 40,541 22,903 12,628 72,894 5,703 6,162 173,156
Occupied Units 29 73 71 27 149 13 14 376
Income per occupied unit 425 555 323 468 439 440 461
EXPENSES
Operating Expenses:
Payroll 5,038 13,701 10,145 4,077 15,184 3,110 1,591 52,846
Per occupied unit 174 188 143 151 102 239 114 141
Administrative 1,192 4,674 4,845 1,080 7,513 620 574 20,498
Per occupied unit 41 64 68 40 50 48 41 55
Advertising/promotion - 149 - - 400 - - 548
Per occupied unit - 2 - - 3 - - 1
Contract services 1,065 2,570 3,110 1,635 5,020 635 565 14,600
Per occupied unit 37 35 44 61 34 49 40 39
Utility services 2,184 4,071 5,016 1,689 8,831 838 884 23,513
Per occupied unit 75 56 71 63 59 64 63 63
Maintenance 1,448 1,335 4,769 1,286 7,145 1,503 680 18,166
Per occupied unit 50 18 67 48 48 116 49 48
Replacement expense 528 542 11,343 - 2,060 - - 14,472
Per occupied unit 18 160 - 14 - - 38
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 11,455 27,041 39,227 9,768 46,152 6,707 4,293 144,644
Per occupied unit 395 370 552 362 310 516 30 385
Summary Revenue and Expenses
Total Operating Income 12,326 40,541 22,903 12,628 72,894 5,703 6,162 173,156
Total Operating Expenses 11,455 27,041 39,227 9,768 46,152 6,707 4,293 144,644
Monthly Net Operating Income 871 13,499 (16,324) 2,860 26,742 (1,004) 1,869 28,512
Per occupied unit 30 185 (230) 106 179 (77) 133 76
FYTD Net Operating Income* (1.370) 33,467 (1,726) 7.503 72.812 (62) (2,688)1 107.937
Previous Fiscal Year NOI(6/30/2019)* (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
*For cornpanson 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)
09/01/2019 Page 11 of 11 Rpt#2 Senior 819
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Sept-19
REPORT DATE: 10/1/2019 REPORTED BY: TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-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 3 2 2 3 4 1 0 4 7 3 3 4
c. Occupied Units 138 138 139 139 138 137 140 141 137 134 138 138 137
d. Pending Leases 3 6 4 4 3 2 2 2 3 3 4 5 3
e. Ending Occupied&Pre-leased 141 144 143 143 141 139 142 143 140 137 142 143 140
f. Down Units 1 1 0 0 1 2 0 0 1 1 1 0 1
g. Number of Wait List Contactees 250 322 150 10 0 5 0 20 20 20 68 79 18
h. Re-Cert Pkts Sent Out During Month 13 12 7 17 8 6 20 12 4 14 4 12 10
i. Number of Traffic Qualified 12 9 5 9 10 15 5 15 12 15 10 15 8
j. Number of Traffic Non-Qualified 0 0 1 0 0 0 0 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 1 1 1 1 2 3 2 1 2 3 2 3 3
c. Occupied Units 63 63 63 63 62 61 62 63 62 61 62 61 61
d. Pending Leases 1 0 0 0 0 2 1 0 0 1 2 1 0
e. Ending Occupied&Pre-leased 64 63 63 63 62 63 63 63 62 _62 64_ 62 61
f. Down Units 0 1 1 1 1 1 1 1 1 0 0 0 1
g. Number of Wait List Contactees 17 39 29 15 68 53 51 43 64 39 53 41 43
h. Re-Cert Pkts Sent Out During Month 8 4 5 1 8 9 3 3 2 3 3 4 10
i. Number of Traffic Qualified 28 31 34 23 27 19 27 21 21 43 29 22 20
j. Number of Traffic Non-Qualified 1 0 0 0 0 0 1 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 2 2 2 2 1 1 0 1 1 2 1 1 2
c. Occupied Units 46 46 46 46 47 47 48 47 47 46 47 47 46
d. Pending Leases 2 0 0 0 0 1 0 0 0 1 0 2 2
e. Ending Occupied&Pre-leased 48 46 46 46 47 48 48 47 47 47 47 49 48
f. Down Units 0 2 2 2 1 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 17 10 22 30 30 23 11 16 36 20 26 19 25
h. Re-Cert Pkts Sent Out During Month 5 2 2 5 1 1 2 2 3 6 1 5 3
i. Number of Traffic Qualified 18 7 8 3 6 25 11 I 20 7 8 9 19 8
j. Number of Traffic Non-Qualified 0 0 0 0 1 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 1 1 1 0 1 1 1 1 1 1 1 0 0
c. Occupied Units 23 23 23 24 23 23 23 23 23 23 23 24 24
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 23 23 23 24 23 23 23 23 23 23 23 24 24
f. Down Units 1 1 1 0 0 1 1 1 1 1 1 0 0
g. Number of Wait List Contactees 23 53 9 6 7 0 0 0 19 17 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 3 2 2 1 4 1 2 0 1 2 3 1
i. Number of Traffic Qualified 19 15 29 12 11 12 17 11 14 32 19 16 9
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 1 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 16 19 15 17 19 20 17 15 16 19 20 22 25
c. Occupied Units 368 365 369 367 365 364 367 369 368 365 364 362 359
d. Pending Leases 7 8 3 2 13 11 11 5 2 9 8 14 10
e. Ending Occupied&Pre-leased 375 373 372 369 378 375 378 374 370 374 372 376 369
f. Down Units 10 11 7 10 8 9 11 11 11 11 6 13 17
g. Number of Wait List Contactees 265 177 82 305 86 1 198 1 371 8 150 197 132 170 85
h. Re-Cert Pkts Sent Out During Month 36 41 26 24 31 28 31 20 31 30 26 29 29
i. Number of Traffic Qualified 112 120 69 113 80 91 81 100 89 78 92 86 97
j. Number of Traffic Non-Qualified 2 2 1 0 2 5 3 5 2 2 1 0 1
10/01/2019 Page 1 of 11 MOS Multi-Family 9 19
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 1 1 2 3 1 0 0 0 1 3 2 0 0
c. Occupied Units 35 35 34 33 35 36 36 36 35 33 34 36 36
d. Pending Leases 1 1 0 1 1 0 0 1 1 1 2 0 0
e. Ending Occupied&Pre-leased 36 36 34 34 36 36 36 37 36 34 36 36 36
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 17 7 22 35 25 0 0 6 15 18 16 0 0
h. Re-Cert Pkts Sent Out During Month 1 2 3 1 2 2 3 3 3 4 7 1 1
i. Number of Traffic Qualified 10 5 4 3 6 10 9 8 4 7 6 4 5
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 0 0 0 0 0 0 0 2 1 0 0 0 0
c. Occupied Units 20 20 20 20 20 20 20 18 19 20 20 20 20
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 20 20 20 20 20 20 20 18 19 20 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 0 20 10 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 1 2 3 4 4 2 2 2 1 1 2 0
i. Number of Traffic Qualified 4 3 3 0 0 0 6 8 2 0 0 4 4
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 1 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 15 16 16 16 16 16 16 16 16 16 16 16 16
d. Pending Leases 1 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 16 16 16 16
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 23 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 1 2 1 1 1 1 1 _0 4 1 0 0
i. Number of Traffic Qualified 17 12 17 9 9 8 10 11 9 16 17 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 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 25 27 23 25 27 29 21 20 26 35 29 29 34
c. Occupied Units 708 706 710 708 706 704 712 713 707 698 704 704 699
d. Pending Leases 15 15 7 7 17 16 14 8 6 15 16 22 15
e. Ending Occupied&Pre-leased 723 721 717 715 723 720 726 721 713 713 720 726 714
f. Down Units 12 16 11 13 11 13 13 13 14 13 8 13 19
g. Number of Wait List Contactees 612 608 314 401 216 279 433 113 314 311 295 309 171
h. Re-Cert Pkts Sent Out During Month 64 66 49 54 56 55 63 45 45 63 45 56 54
i. Number of Traffic Qualified 220 202 169 172 149 180 166 194 158 199 182 177 160
j. Number of Traffic Non-Qualified 3 2 2 0 3 5 4 5 2 3 1 0 1
10/01/2019 Page 2 of 11 MOS Multi-Family 9 19
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Sept-19
REPORT DATE: 10/1/2019 REPORTED BY: TERESA VAKILI
"SENIOR PROPERTIES" Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 3 1 1 1 1 1 1 1 1 1 1 1 1
c. Occupied Units 27 29 29 29 29 29 29 29 29 29 29 29 29
d. Pending Leases 2 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 29 29 29 29 29 29
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 5 4 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 1 1 6 1 1 6 3 2 1 2 5 1
i. Number of Traffic Qualified 0 1 1 0 1 1 0 0 0 4 2 2 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 1 0 0 1 1 1 1 1 0 1 0 0
c. Occupied Units 72 72 73 73 72 72 72 72 72 73 72 73 73
d. Pending Leases 1 1 0 2 2 2 1 1 1 1 1 1 0
e. Ending Occupied&Pre-leased 73 73 73 75 74 74 73 73 73 74 73 74 73
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 57 73 36 82 81 34 43 40 39 63 54 39 38
h. Re-Cert Pkts Sent Out During Month 6 2 7 2 3 5 7 7 11 6 8 5 7
i. Number of Traffic Qualified 22 20 14 29 14 23 28 20 27 31 19 24 22
j. Number of Traffic Non-Qualified 14 25 7 5 6 2 7 8 6 11 13 6 7
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 1 3 0 1 2 0 1 0 1 1 1 1 0
c. Occupied Units 71 69 72 71 70 72 71 72 71 71 71 71 72
d. Pending Leases 2 3 0 0 3 0 1 1 1 2 2 1 0
e. Ending Occupied&Pre-leased 73 72 72 71 73 72 72 73 72 73 73 72 72
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 25 24 16 30 30 14 21 12 20 37 0 0 0
h. Re-Cert Pkts Sent Out During Month 14 3 2 6 _3 2 _6 3 4 14 18 8 6
i. Number of Traffic Qualified 9 5 4 5 6 12 6 2 8 18 14 11 6
j. Number of Traffic Non-Qualified 0 1 0 1 4 2 3 3 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 1 0 1 1 0 0 0 0 0 1 1 0 0
c. Occupied Units 26 27 26 26 27 27 27 27 27 26 26 27 27
d. Pending Leases 1 0 2 0 0 0 0 0 0 1 1 0 0
e. Ending Occupied&Pre-leased 27 27 28 26 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 20 15 0 0 0 0 0 0 20 0 0
h. Re-Cert Pkts Sent Out During Month 1 3 2 3 2 2 4 3 0 4 1 2 0
i. Number of Traffic Qualified 9 8 2 1 18 8 10 9 9 25 35 31 20
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 1 1 1 0 2 1 1 0 1 2 1 1 2
c. Occupied Units 149 149 149 150 148 149 149 150 149 148 149 149 148
d. Pending Leases 1 1 2 0 2 0 2 0 1 2 1 0 1
e. Ending Occupied&Pre-leased 150 150 151 150 150 149 151 150 150 150 150 149 149
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 1
g. Number of Wait List Contactees 17 30 35 27 25 20 15 0 13 30 25 20 30
h. Re-Cert Pkts Sent Out During Month 15 6 5 7 13 5 6 7 20 19 15 14 17
i. Number of Traffic Qualified 48 56 34 20 49 33 47 34 35 39 45 38 29
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
10/01/2019 Page 3 of 11 MOS Senior 9 19
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-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 1 0 0 0 1 2 2
c. Occupied Units 15 15 15 15 15 15 14 15 15 15 14 13 13
d. Pending Leases 0 0 0 0 0 0 1 0 0 0 1 1 1
e. Ending Occupied&Pre-leased 15 15 15 15 15 15 15 15 15 15 15 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 6 5 0 0 49 47 5
h. Re-Cert Pkts Sent Out During Month 4 1 1 1 1 1 0 0 0 4 1 0 1
i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 0 2 3 3 3
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 1 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 15 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 1 1 0 1 1 1 4 0 2 0 0
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
SUMMARY
SENIOR PROPERTIES Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 7 6 3 3 6 3 5 2 4 5 6 5 5
c. Occupied Units 374 375 378 378 375 378 376 379 377 376 375 376 376
d. Pending Leases 7 5 4 2 7 3 5 2 3 6 6 3 2
e. Ending Occupied&Pre-leased 381 380 382 380 382 381 381 381 380 382 381 379 378
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 2
g. Number of Wait List Contactees 104 131 107 154 136 68 85 57 72 130 148 106 73
h. Re-Cert Pkts Sent Out During Month 40 16 19 26 23 17 30 24 41 48 47 34 32
i. Number of Traffic Qualified 88 90 55 55 88 77 91 65 79 119 118 109 82
j. Number of Traffic Non-Qualified 14 26 7 6 10 4 10 11 6 11 13 6 7
10/01/2019 Page 4 of 11 MOS Senior 9 19
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
No. of Units Average Mo. Rent
Extremely Low
0-30% 161 247
Very Low
31-50% 250 456
izni
51-80% 221 715
Moderate
81%-120% 67 1,017
Total 699 609
Senior Complexes
No. of Units Average Mo. Rent
Extremely Low 117 233
0-30%
Very Low 164 416
31-50%
Low 82 679
51-80%
Moderate 13 937
81%-120%
Total 376 566
HOUSEHOLD SIZE
AM % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 9,760 203 11,150 232 12,550 261 13,940 290
25% 12,200 254 13,938 290 15,688 327 17,425 363
30% 15,100 315 17,250 359 21,330 444 25,750 536
35% 17,080 356 19,513 407 21,963 458
40% 19,520 407 22,300 465 25,100 523 27,880 581
45% 21,960 458 25,088 523 28,238 588 31,365 653
50% 25,150 524 28,750 599 32,350 674 35,900 748
55% 26,840 559 30,663 639 34,513 719 38,335 799
60% 29,280 610 33,450 697 37,650 784 41,820 871
65% 31,720 661 36,238 755 40,788 850 45,305 944
70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220
75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307
80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436
85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481
90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568
95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655
100% 48,800 1,220 55,750 1,394 62,750 1,569 I 69,700 I 1,743
105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830
110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917
115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004
120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091
Riverside County Income Eligibility as of 7/1/19. Monthly rent is exclusive of Utility Allowance.
10/01/2019 Page 5 of 11 Summary Rpt#1
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Sep-19
REPORT DATE: 10/1/2019 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 2 145 2 145
b. 1 BR,1 BA 3 165 1 142 8 154 12 156
c. 2 BR,1 BA 1 162 2 156 1 157 4 158
d. 2 BR,2 BA 1 157 1 169 5 162 7 162
e. Totals 20% 3- 3_ 1 1 111 14 1 2_ 0_ 1_ 25
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 193 5 193
b. 1 BR,1 BA 15 222 3 197 5 213 20 217 43 217
c. 2 BR,1 BA 3 223 2 226 2 196 7 216
d. 2 BR,2 BA 2 218 2 218 10 222 14 221
e. Totals 21-25% 15- 8_ 7_ 2_ 33_ 2- 0_ 2_ 69
3.VERY LOW:26-30%OF MEDIAN
a. Studio 1 244 1 244
b. 1 BR,1 BA 11 290 2 279 17 264 30 274
c. 2 BR,1 BA 1 355 6 348 3 359 2 342 3 343 15 349
d. 2 BR,2 BA 1 352 1 343 19 348 21 348
e. Totals 26-30% 11 2_ 3_ 1_ 42_ 3_ 2_ 3- 67
4.VERY LOW:31-35%OF MEDIAN
a. Studio 0 -
b. 1 BR,1 BA 13 332 1 307 5 325 19 329
c. 2 BR,1 BA 2 408 2 408
d. 2 BR,2 BA 5 408 5 408
e. Totals 31-35% 13 1 0 0 12 0 0_ 0 26
5.VERY LOW:36-40%OF MEDIAN
a. Studio 3 333 3 333
b. 1 BR,1 BA 15 385 2 362 1 375 17 384 35 383
c. 2 BR,1 BA 5 408 1 494 3 412 2 403 11 416
d. 2 BR,2 BA 3 412 1 403 13 408 17 409
e. Totals 36-40% 15 5 4 1_ 35 1_ 3_ 2 66
6.VERY LOW:41-45%OF MEDIAN
a. Studio 1 404 1 404
b. 1 BR,1 BA 11 443 1 443 2 430 13 435 27 438
c. 2 BR,1 BA 12 475 3 495 3 464 2 465 20 475
d. 2 BR,2 BA 7 465 6 465 10 473 23 468
e. Totals 41-45% 11- 2_ 9_ 6_ 35_ 3_ 3_ 2_ 71
7.VERY LOW:46-50%OF MEDIAN
a. Studio 2 470 1 441 3 460
b. 1 BR,1 BA 16 519 2 486 1 499 12 505 _ 31 511
c. 2 BR,1 BA 11 557 11 563 5 541 2 542 29 556
d. 2 BR,2 BA 2 542 3 542 19 551 24 549
e. Totals 46-50% 16- 4_ 4 3 42 i 11- 5_ 2_ 87
Total very low= 84 25 28 14 213 22 13 12 411
• Percent of total 61.31% 40.98% 60.87%M 58 33% A 59.33% 61.11%' 65.00%MMI 75.00%_ 58.80%
8.LOWER: 51-55%OF MEDIAN
a. Studio 4 484 4 484
b. 1 BR,1 BA 12 560 2 526 1 539 9 553 24 554
c. 2 BR,1 BA 7 595 7 593 2 587 1 588 17 593
d. 2 BR,2 BA 1 588 3 601 7 600 11 599
e. Totals 51-55% 12 6 2_ 3_ 23 7- 2_ 1_ 56
9.LOWER:56-60%OF MEDIAN
a. Studio 5 531 1 470 6 521
b. 1 BR,1 BA 4 631 1 581 4 594 9 598 18 604
c. 2 BR,1 BA 1 635 10 667 3 668 2 649 1 650 17 662
d. 2 BR,2 BA 2 671 2 650 11 661 15 661
e. Totals 56-60% 4 7 7_ 2_ 30 3- 2_ 1_ 56
10/01/2019 Page 6 of 11 Rpt#1 Multi-Family 9 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 1 573 _ 1 573
b. 1 BR,1 BA 8 664 3 649 1 649 12 651 _ 24 655
c. 2 BR,1 BA 1 697 2 717 2 711 1 711 _ 6 711
d. 2 BR,2 BA 7 717 7 717
e. Totals 61-65% 8 5 1 MIIII 0 21_ 2 1 J 0 Mk 38
11.LOWER:66-70%OF MEDIAN
a. Studio 1 717 1 717
b. 1 BR,1 BA 6 873 1 844 5 860 12 865
c. 2 BR,1 BA 2 889 1 945 2 976 5 935
d. 2 BR,2 BA 1 1,006 5 911 6 927
e. Totals 66-70% 6- 2_ 0_ 1 12_ 1_ 2_ 0_ 24
12.LOWER:71-75%OF MEDIAN
a. Studio 1 772 1 772
b. 1 BR,1 BA 5 918 1 849 5 867 11 889
c. 2 BR,1 BA 3 1,030 3 1,030
d. 2 BR,2 BA 2 1,060 1 1,020 5 1,038 8 1,041
e. Totals 71-75% 5 1 3 1 13 0 0_ 0 23
13.LOWER:76-80%OF MEDIAN
a. Studio 3 735 3 735
b. 1 BR,1 BA 8 872 1 906 5 865 14 872
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 7 1,086 7 1,086
e. Totals 76-80% 8- 4_ 0_ 0 12_ 0- 0_ 0_ 24
Total lower= 43 25 13 7 111 13 7 2 221
Percent of total 31.39% 40.98% 28.26% 29.17%L 30.92% 36.11% 35.00% 12.50% 31.62%
14.MODERATE:81-120%OF MEDIAN
a. Studio 5 761 5 761
b. 1 BR, 1 BA 9 897 4 912 10 884 23 894
c. 2 BR, 1 BA 1 1,232 1 1,232 8 1,100 1 1,232 2 1,148 13 1,138
d. 2 BR,2 BA 1 1,232 5 1,117 3 1,146 17 1,101 26 1,114
Total moderate= 10 11 5 3 35 1 0 2- 67
Percent of total 7.30% 18.03% 10.87% 12.50% 9.75% 2.78% 0.00% 12.50% 9.59%
15.Total units occupied: 137 61 46 24 359 36 20 16 699
16.Occupancy rate= 97% 95% 96% 100% 93% 100% 100% 100% 95%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov 1 98%
10/01/2019 Page 7 of 11 Rpt#1 Multi-Family 9 19
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Sep-19
REPORT DATE: 10/1/2019 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 2 86 8 143
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 4 0 0_ 14
2.VERY LOW:21-25%OF MEDIAN
a. Studio 8 274 10 182 16 213 34 218
b. 1 BR,1 BA 2 204 2 204 5 252 8 222 1 224 1 197 19 225
c. 2 BR,1 BA 3 209 3 209
d. 2 BR,2 BA 0 -
e. Totals 21-25% 5 8 12 5 24 1- 1_ 56 '
3.VERY LOW:26-30%OF MEDIAN
a. Studio 6 343 11 243 12 261 29 271
b. 1 BR, 1 BA 3 241 5 279 5 326 5 256 18 279
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 26-30% 3 6 16 5 12 0 5 47
4.VERY LOW:31-35%OF MEDIAN
a. Studio 6 388 7 282 6 322 19 328
b. 1 BR,1 BA 3 314 5 323 3 371 5 388 4 324 1 307 21 343
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 31-35% 3 6- 12- 3- 11 4- 1_ 40
5.VERY LOW:36-40%OF MEDIAN
a. Studio 7 443 5 329 16 375 28 384
b. 1 BR,1 BA 2 369 1 493 3 378 6 423 10 398 2 373 2 385 26 400
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 36-40% 2 8 8 6 26 2 2_ 54
6.VERY LOW:41-45%OF MEDIAN
a. Studio 5 506 5 373 13 430 23 434
b. 1 BR,1 BA 4 431 1 555 2 439 2 473 5 477 2 443 _ 16 461
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 41-45% 4 6- 7_ 2- 18 lim- 2 MEM 0_ 39
7.VERY LOW:46-50%OF MEDIAN
a. Studio 4 572 2 464 11 510 17 519
b. 1 BR,1 BA 3 505 2 632 2 493 2 561 3 542 1 533 1 486 14 538
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 46-50% 3 6 4 2 14 1 1 31
Total very low= 23 42 64 23 109 10 10 281
• Percent of total 79.31% 57.53% 88.89% 85.19% 73.65% 76.92% 71.43% 74.73%
8.LOWER:51-55%OF MEDIAN
a. Studio 9 611 4 538 13 588
b. 1 BR,1 BA 2 551 2 678 1 533 3 587 2 537 2 543 12 576
c. 2 BR,1 BA 1 583 _ 1 583
d. 2 BR,2 BA _ 0 -
e. Totals 51-55% 3 11 1 0 7 2 2 26
9.LOWER:56-60%OF MEDIAN
a. Studio 7 669 7 592 _ 14 631
b. 1 BR,1 BA 1 627 2 740 2 608 1 637 4 649 1 631 1 581 12 647
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 56-60% 1- 9- 2_ 1- 11- 1- 1_ 26
10/01/2019 Page 8 of 11 Rpt#1 Senior 9 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 4 724 3 662 7 697
b. 1 BR,1 BA 1 643 1 692 4 712 6 697
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 61-65% 1 4 0 1 7 0 0 13
11.LOWER:66-70%OF MEDIAN
a. Studio 2 949 1 709 1 855 4 865
b. 1 BR, 1 BA 0 -
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 66-70% 0 2- 1- 0- 1 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 1 905
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 71-75% 0 1- 1- 1- 1 0- 0 4
13.LOWER:76-80%OF MEDIAN
a. Studio 3 926 1 709 3 880 7 875
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% 0M. 3 1 0- 4M. 0- 1'' 9
Total lower= 5 30 6 3 31 3 4 82
Percent of total 17.24% 41.10% 8.33% 11.11% 20.95% 23.08% 28.57% 21.81%
14.MODERATE:81-120%OF MEDIAN
a. Studio 1 709 5 872 6 845
b. 1 BR,1 BA 1 916 1 856 1 905 3 1,066 6 979
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 1 1,232 1 1,232
Total moderate= 1 1 2 1 8 0 0 13
Percent of total 3.45%111111 1.37%` 2.78% 3.70% 5.41% 0.00% 0.00% 3.46%
15.Total units occupied: 29 73 72 27 148 13 14 376
16.Occupancy rate= 97% 100% 100% 100% 99% 87% 100% 99%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total 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 99% 11
10/01/2019 Page 9 of 11 Rpt#1 Senior 9 19
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Sep-19 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 10/1/2019
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 84 25 28 14 213 22 13 12 411
Total rental income 30,283 7,376 10,318 5,767 79,715 10,013 6,017 4,398 153,887
Per occupied unit 361 295 369 412 374 455 463 367 374
LOWER:51%-->80%
Occupied units 43 25 13 7 111 13 7 2 221
Total rental income 31,360 15,597 8,856 5,129 82,105 8,522 5,135 1,238 157,942
Per occupied unit 729 624 681 733 740 656 734 619 715
MODERATE:81%-->120%
Occupied units 10 11 5 3 35 1 - 2 67
Total rental income 9,305 9,917 5,585 3,438 36,357 1,232 1,148 66,982
Per occupied unit 931 902 1,117 1,146 1,039 1,232 574 1,000
Summary Income:
Rental 70,948 32,890 24,759 14,334 198,177 19,767 11,152 6,784 378,811
Other Income:
Laundry 11 326 233 - 1,653 399 105 4 2,731
Other 397 (3,650) (470) (1,670) 12,110 (383) 98 2,247 8,678
Total Operating Income 71,356 29,566 24,522 12,664 211,940 19,783 11,355 9,035 390,221
Occupied Units 137 61 46 24 359 36 20 16 699
Income per occupied unit 521 485 533 528 590 550 568 565 558
EXPENSES
Operating Expenses:
Payroll 18,878 8,788 9,521 3,784 61,037 5,506 4,840 2,898 115,252
Per occupied unit 138 144 207 158 170 153 242 181 ,5
Administrative 5,980 2,972 2,471 1,113 18,566 1,655 955 793 34,504
Per occupied unit 44 49 54 46 52 46 48 50 49
Advertising/Promotion 58 68 88 58 722 58 58 58 1,170
Per occupied unit 0 1 2 2 2 2 3 4 2
Contract Services 4,496 1,592 2,488 1,010 11,122 1,348 1,108 3,323 26,488
Per occupied unit 33 26 54 42 31 37 55 208 38
Utility Services 9,605 2,309 6,610 812 28,720 2,396 1,236 1,398 53,085
Per occupied unit 70 38 144 34 80 67 62 87 76
Maintenance 12,332 6,478 796 333 41,377 1,703 494 1,241 64,753
Per occupied unit 90 106 17 14 115 47 25 78 "3
Replacement expense 4,413 731 3,051 - 23,455 3,882 - - 35,531
Per occupied unit 32 12 66 - 65 108 - - 51
Capital expense - - - - - - - -Per occupied unit - - - - - - -
Total Operating Expenses 55,763 22,938 25,025 7,109 184,999 16,548 8,692 9,710 330,783
Per occupied unit 407 376 544 296 515 460 435 607 473
Summary Revenue and Expenses
Total Operating Income 71,356 29,566 24,522 12,664 211,940 19,783 11,355 9,035 390,221
Total Operating Expenses 55,763 22,938 25,025 7,109 184,999 16,548 8,692 9,710 330,783
Monthly Net Operating Income 15,593 6.627 (503) 5.555 26.941 3.235 2.663 (674) 59,437
Per occupied unit 114 109 (11) 231 75 90 133 (42) 85
FYTD Net Operating Income* 63,154 20.099 11.059 12,689 246,587 23.506 7.457 3,882 388,432
Previous Fiscal Year NOI(6/30/2019)* 197,497 46,658 (42,268) 6,351 566,303 67,200 16,742 1,583 860,065
For companson purposes,Net Operating Income fTD 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)
10/01/2019 Page 10 of 11 Rpt#2 Multi-Family 9 19
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Sep-19 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 10/1/2019
CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 381
REVENUE
VERY LOW: Up to 50%
Occupied units 23 42 64 23 109 10 10 281
Total rental income 7,124 17,247 18,002 8,609 37,863 3,685 3,040 95,570
Per occupied unit 310 411 281 374 347 369 304 340
LOWER: 51%-->80%
Occupied units 5 30 6 3 31 3 4 82
Total rental income 2,955 21,516 3,876 2,234 20,907 1,705 2,394 55,709
Per occupied unit 591 717 646 745 674 568 598 679
MODERATE: 81%-->120%
Occupied units 1 1 2 1 8 - - 13
Total rental income 916 1,232 1,565 905 7,558 12,176
Per occupied unit 916 1,232 783 945 937
Summary Income:
Rental 10,995 39,995 23,443 11,748 66,328 5,390 5,556 163,455
Other Income:
Laundry - - - - 399 - - 399
Other 1,376 (325) (16) 725 5,556 35 723 8,074
Total operating income 12,371 39,670 23,427 12,473 72,283 5,425 6,279 171,928
Occupied Units 29 73 72 27 148 13 14 376
Income per occupied unit 427 543 325 462 488 417 457
EXPENSES
Operating Expenses:
Payroll 5,446 13,936 11,579 4,390 15,434 3,375 1,806 55,966
Per occupied unit 188 191 161 163 104 260 129 149
Administrative 1,365 3,397 3,313 1,237 6,311 773 703 17,100
Per occupied unit 47 47 46 46 43 59 50 45
Advertising/promotion 58 185 58 58 122 i 77 58 617
Per occupied unit 2 3 1 2 1 6 4 2
Contract services 1,888 2,608 3,136 1,988 4,888 1 908 988 16,405
Per occupied unit 65 36 44 74 33 70 71 44
Utility services 2,065 4,350 5,228 1,750 9,422 951 853 24,619
Per occupied unit 71 60 73 65 64 73 61 65
Maintenance 4,423 778 4,720 820 8,221 941 330 20,233
Per occupied unit 153 11 66 30 56 72 24 54
Replacement expense 519 - 1,203 699 - 1,426 - 3,847
Per occupied unit 18 - 17 26 - 110 - 10
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 15,764 25,254 29,237 10,944 44,398 8,451 4,739 138,787
Per occupied unit 544 346 406 405 300 650 338 369
Summary Revenue and Expenses
Total Operating Income 12,371 39,670 23,427 12,473 72,283 5,425 6,279 171,928
Total Operating Expenses 15,764 25,254 29,237 10,944 44,398 8,451 4,739 138,787
Monthly Net Operating Income (3,393) 14,416 (5,810) 1,529 27,885 (3,026) 1,540 33,141
Per occupied unit (117) 197 (81) 57 188 (233) 110 88
FYTD Net Operating Income* (4.244) 47.883 (6.334) 9.732 100.697 (1.661) (1,148)I 144.925
Previous Fiscal Year NOI(6/30/2019)* (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808
For comparison purposes,Net Operating Income VTD excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDHA revenue)
10/01/2019 Page 11 of 11 Rpt#2 Senior 9 19
Palm Desert Housing Authority
Project Report
September 2019
California Villas-141 Units
77-107 California Drive
• Completed five(5)make ready units which included painting,cleaning and maintenance
• Repaired and refinished cracked tub in the bathroom of units#B-1 and#F-5
• Installed new wall A/Cs in units#A-13,H-4 and#H-5
• Repaired leaking main valve in laundry room,under warranty
• Replaced damaged galvanized fitting and 2-way cleanouts for building B
• Repaired cracked patio deck of unit#D-19 with epoxy
• Detailed office,clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
08/31/19
#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)
65 0/0 2/2 1 2
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Semi-annual unit inspection throughout the property
• Relocated the sprinklers around the sidewalk of the pool for landscape improvement project
• 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
08/31/19
#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)
9 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
• Touch-up paint throughout the property
• Irrigation repair North side of Leasing Office
• Cleaned debris and leaves around sidewalks,parking lots and carports
08/31/19
#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)
16 0/0 1/0 0 1
1
Palm Desert Housing Authority
Project Report
September 2019
Catalina Gardens-72 Units
73-600 Catalina Way
• Semi-annual unit inspection throughout the property
• Checked all fire extinguishers
• Irrigation repair next to building Q
• Repaired A/C in unit#P-2,replaced defective TXV valve
• Detailed office,clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways,carports,dumpster and enclosures
08/31/19
#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)
20 0/0 0/0 0 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Repaired deteriorated patio deck and stucco of unit#13 due to water damage
• Painted all dumpster doors
• Irrigation repair next to building B and West side of the property
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways,dumpster area,parking lots and carports
08/31/19
#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
Laguna Palms-48 Units
73-875 Santa Rosa Way
• Completed one(1)make ready unit which included painting,cleaning and maintenance
• Replaced three(3)PTACs in units#16,33 and 36
• Irrigation repair next to unit#1
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
08/31/19
#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)
21 0/0 0/0 0 0
2
Palm Desert Housing Authority
Project Report
September 2019
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Steamed clean carpet in the community 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
08/31/19
#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)
17 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Completed one(1)make ready unit which included painting,cleaning and maintenance
• Replaced two(2)A/Cs in units#233 and#235 through Edison's Energy Saving Assistance Program
• Replaced blower motor for A/C in unit#131
• Cleaned office,clubhouse,pool furniture,laundry and restrooms
• Tree removal across from unit#205
• Checked lighting throughout the property
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks,dumpsters and enclosures
08/31/19
#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)
51 0/3 0/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Painted electrical room doors,posts,pony wall on Santa Rosa and wall by pool
• Irrigation repairs by parking space#305,units#7,#10 and pool
• Cleaned and detailed pool,stairs,dumpsters and enclosures
• De-webbed,cleaned debris and leaves throughout the property
08/31/19
#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)
8 0/0 0/0 1 0
3
Palm Desert Housing Authority
Project Report
September 2019
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed six(6)make ready units which included painting,cleaning,and maintenance
• Replaced seven(7)A/Cs in units#1116,#1208,#1303,#1307#1405,#3003 and#3008 through
Edison's Energy Saving Assistance Program
• Replaced A/C in unit#3110 at market rate,unit is not age qualified for replacement through the
Edison's Energy Saving Assistance Program
• Repaired A/C in unit#4108,compressor was not functioning properly
• Repaired leaking A/C in unit#3506,drain pan was not leveled
• Unclogged main sewer line for building#24
• Removed and replaced damaged drywall in the bathroom and bedroom of unit#3501 due to water
damage
• Replaced tripped breaker inside unit#606
• Installed two(2)grab bars in the bathroom of unit#501,reasonable accommodation
• Replaced deteriorated patio deck for unit#303 with a new composite decking
• Irrigation repairs throughout the property
• De-webbed,cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools,dumpsters and enclosures
08/31/19
#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)
214 0/1 2/4 5 3
Palm Village-36 Units
73-650 Santa Rosa Way
• Detailed laundry
• Stripped maintenance shop floor
• Repaired and refinished cracked tub in the bathroom of occupied unit#323
• Painted laundry room,electrical doors,benches,lower patio decks and light posts throughout the
property
• Cleaned and checked all light fixtures throughout the property
• Cleared rain drains,routine maintenance
• Cleaned and detailed stairs,dumpster areas and enclosures
08/31/19
#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 0/0 0 0
4
Palm Desert Housing Authority
Project Report
September 2019
Pueblos-15 Units
73-695 Santa Rosa Way
• Semi-annual unit inspection throughout the property
• Replaced pool light bulb and gasket
• Repaired A/C in unit#112,blower motor not working
• Irrigation repair next to the pool
• Routine monthly inspection of fire extinguishers
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture,dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
08/31/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
10 0/0 0/0 0 0
Sane Crest Senior-14 Units
73-811 Santa Rosa Way
• Semi-annual unit inspection throughout the property
• Routine monthly inspection of fire extinguishers
• Detailed elevator,carport and curbs
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
08/31/19
#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 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Unclogged main sewer line for buildings#2 and#5
• Cleaned stairs throughout property
• Light check at night throughout property
• De-webbed,cleaned debris and leaves around parking lots,dumpster area and enclosures
08/31/19
#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)
0 0/0 0/0 0 0
5
Palm Desert Housing Authority
Project Report
September 2019
Taos Palms-16 Units
44-830 Las Palmas
• Painted entrance and electrical room door
• 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
08/31/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
1 0/0 0/0 0 0
08/31/19
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)
468 0/4 5/6 7 6
6
Palm Desert Housing Authority
Project Report
October 2019
California Villas-141 Units
77-107 California Drive
• Porter share
• Installed new pool signs
• Installed new flooring in the laundry room
• Detailed office,clubhouse,restrooms and laundry room
• Repaired and refinished cracked tub in the bathroom of units#C-1 and H-8
• Replaced leaking pool backwash valve piston
• Irrigation repairs by building E,F,G,I,L and pool
• Repaired damaged stucco on the exterior of leasing office
• Replaced damaged galvanized fitting and 2-way cleanouts for building A
• Replaced missing plants throughout the property
• Exterior touch up painting throughout the property
• Cleaned and detailed pool,dumpsters and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
43 0/0 1/1 1 0
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Porter share
• Irrigation repairs by unit#A
• Routine monthly inspection of fire extinguishers
• Touch-up painting throughout the property
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room,dumpsters and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
16 0/0 0/0 0 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Porter share
• Annual pool inspection by County of Riverside
• Steam-cleaned carpet in the community room and office
• Cleaned debris and leaves around sidewalks,parking lots and carports
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
19 0/0 1/0 0 0
1
Palm Desert Housing Authority
Project Report
October 2019
Catalina Gardens-72 Units
73-600 Catalina Way
• Porter share
• Steam-cleaned carpet in the clubhouse and office
• Checked all fire extinguishers
• Touch-up painting throughout the property
• Detailed office,clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways,carports,dumpster and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
35 0/0 0/0 0 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Porter share
• Painted pool deck and light posts
• Touch-up painting throughout the property
• Cleaned and detailed pool area
• Cleaned debris and leaves around walkways,dumpster area,parking lots and carports
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
7 0/1 0/0 0 0
Laguna Palms-48 Units
73-875 Santa Rosa Way
• Porter share
• Replaced one(1)PTAC in bedroom of unit#10
• Replaced PTAC unit in the leasing room with a new mini split heat pump A/C unit. Also repaired
and sealed exterior and interior wall openings.
• Irrigation repair next to units#5 and#13
• Touch-up painting throughout the property
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
6 0/0 0/0 0 0
2
Palm Desert Housing Authority
Project Report
October 2019
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Porter share
• Replaced three(3)A/Cs in units#42051,42093 and 42203 through Edison's Energy Saving
Assistance Program
• Painted all curbs and light posts throughout the property
• Detailed clubhouse,restrooms and laundry room
• Cleaned walkways,benches,lamp posts,exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways,dumpster areas,parking lots and carports
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
8 0/0 0/0 0 0
Las Serenas-150 Units
73-315 Country Club Drive
• Porter share
• Replaced carpet and vinyl in unit#169 due to flooding from a broken toilet
• Replaced two(2)A/Cs in units#127 and#236 through Edison's Energy Saving Assistance Program
• Repaired A/C for units# 127 and#236,replaced bad coils and reconnected line set and condensation
lines
• Replaced ADA parking signs and pool signs
• Repaired hinges on the main pool gate door
• Touch-up painting throughout the property
• 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
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
42 0/0 0/0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Porter share
• Painted pool deck and all dumpster doors
• Touch-up painting throughout the property
• Cleaned and detailed pool,stairs,dumpsters and enclosures
• De-webbed,cleaned debris and leaves throughout the property
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
11 0/0 0/0 0 0
3
Palm Desert Housing Authority
Project Report
October 2019
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Porter share
• Completed three(3)make ready units which included painting,cleaning,and maintenance
• Replaced five(5)A/Cs in units#801,#1301,#2114,#2116 and#3502 through Edison's Energy
Saving Assistance Program
• Replaced two(2)A/Cs in Headstart and laundry room#1 through Edison's Multi Family Common
Area Measures program
• Installed a new mini split heat pump A/C unit in laundry room#2
• Repaired U-Haul vehicle damage to carport
• Replaced batteries for maintenance golf cart
• Identified and treated bees nesting on the roof over unit#903
• Replaced guest bathroom ceiling drywall in unit#2413,damaged from the upstairs plumbing leak
• Replaced leaking copper pipe for pool#2
• Installed new spa heater for pool#4
• Replaced kitchen cabinets and drywall in unit#1803,damaged from ceiling leak
• Installed new fibers for the playground
• Touch-up painting throughout the property
• Irrigation repairs throughout the property
• De-webbed,cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools,dumpsters and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
156 2/0 3/3 3 6
Palm Village-36 Units
73-650 Santa Rosa Way
• Porter share
• Detailed laundry
• Repaired and refinished cracked tub in the bathroom of occupied unit#318
• Re-painted all brown stucco and all railings for Buildings A,B and C
• Cleaned and checked all light fixtures throughout the property
• Cleared rain drains,routine maintenance
• Cleaned and detailed stairs,dumpster areas and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
17 1/0 0/0 0 0
4
Palm Desert Housing Authority
Project Report
October 2019
Pueblos-15 Units
73-695 Santa Rosa Way
• Completed two(2)make ready units which included painting,cleaning and maintenance
• Porter share
• Converted tub into walk-in shower for unit#115,reasonable accommodation
• Routine monthly inspection of fire extinguishers
• Cleaned laundry room and mailboxes
• Cleaned and detailed pool,pool furniture,dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
3 0/0 0/0 0 0
Sane Crest Senior-14 Units
73-811 Santa Rosa Way
• Porter share
• Touch-up painting throughout the property
• Routine monthly inspection of fire extinguishers
• Detailed elevator,carport and curbs
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
11 0/0 0/0 0 0
Santa Rosa—20 Units
73-625 Santa Rosa Way
• Porter share
• Detailed laundry room
• Touch-up painting throughout the property
• Cleaned stairs throughout property
• De-webbed,cleaned debris and leaves around parking lots,dumpster area and enclosures
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
6 0/0 0/0 0 0
5
Palm Desert Housing Authority
Project Report
October 2019
Taos Palms- 16 Units
44-830 Las Palmas
• Porter share
• Installed pool automatic water filler to maintain water level
• Painted pool deck,all dumpster doors and trash can by mailbox
• 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
09/30/19
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
6 0/0 0/0 0 0
09/30/19
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)
386 3/1 5/4 4 6
6
PALM DESERT HOUSING AUTHORITY
MEMORANDUM
TO: HOUSING COMMISSION
FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST
DATE: December 4, 2019
SUBJECT: HOUSING COMMISSION MEETING DATES FOR 2020
The following is a schedule of the Housing Commission meeting dates for 2020:
January 8 2020 Adjourned (Tentative)
February 5 2020
March 4 2020
April 1 2020
May 6 2020
June 3 2020
July 1 2020
August 5 2-020 Canceled (Historically Council and Authority are dark the first meeting in August)
September 2 2020
October 7 2020
November 4 2020
December 2 2020