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Home My WebLink About2020-03-04 HC Regular Meeting Agenda Packet CITY OF PALM DESERT "�—y�. REGULAR PALM DESERT HOUSING COMMISSION MEETING is -� .I� �4 t' AGENDA 'A - 10 •'4$�"III 0-74.• ` , •*41*0: .•.. WEDNESDAY, MARCH 4, 2020 — 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 February 5, 2020. Rec: Approve as presented. Action: V. NEW BUSINESS A. REQUEST FOR CONSIDERATION to recommend approval of the Palm Desert Housing Authority Proposed Budget for FY 2020-2021. AGENDA REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020 Rec: By Minute Motion, the Housing Commission forward a recommendation to the Palm Desert Housing Authority Board to approve the Finance Director's inclusion of the 2020-2021 Palm Desert Housing Authority Operating, Capital, and Replacement Budget in the City of Palm Desert's Comprehensive Finance Plan for 2020-2021, to be presented to the Housing Authority Board for approval at a future meeting. Action: VI. CONTINUED BUSINESS None VII. OLD BUSINESS None VIII. REPORTS AND REMARKS A. Commissioners Reports and Remarks B. Commission Reports • Section 8 of Administrative Plan — Follow Up Discussion on Grievance Process • Form 700 Statement of Economic Interests • Member Update Form C. Summary of City Council and Housing Authority Actions D. RPM Company Monthly Reports for December 2019 • Monthly Occupancy Status Report • Monthly Occupancy and Average Rent Summary • Report#1 — Monthly Occupancy and Average Rent Statement • Report#2 — Monthly Net Operating Income Statement E. Update on Housing Authority Properties • Palm Desert Housing Authority Project Report for January 2020 2 AGENDA REGULAR HOUSING COMMISSION MEETING MARCH 4, 2020 F. Update on the Home Improvement Program ACTIVITY (January 2020) Inquiries (Calls, Walk-Ins, Emails): 2 Applications Provided: 1 Applications Received: 0 Applications being processed: 0 Eligible (Possibly meets criteria): 0 Ineligible (Does not meet criteria): 0 Energy Savings Assistance Programs Referrals: 1 (JHC Construction — SCE/Gas Co) IX. ADJOURNMENT I hereby certify under penalty of perjury under the laws of the State of California that the foregoing agenda for the Housing Commission was posted on the City Hall bulletin board not less than 72 hours prior to the meeting. Dated this 27'h day of February 2020. 1 A/g,LT-cl-& 01 0‘A-z-a(-)2-- Melinda Gonzalez, Recording S: aary 3 CITY OF PALM DESERT "� y�. REGULAR PALM DESERT HOUSING COMMISSION MEETING is -� .I� �4 PRELIMINARY MINUTES •'4$�"III 0-74.• ` , o=a*0: .•.. WEDNESDAY, FEBRUARY 5, 2020 — 3:30 P.M. �'"'•••••••N•'''� DEVELOPMENT SERVICES CONFERENCE ROOM 73-510 FRED WARING DRIVE, PALM DESERT, CA 92260 I. CALL TO ORDER Chair Juan Mireles called the meeting to order at 3:30 p.m. II. ROLL CALL Present: Absent: Commissioner Donna Ault Commissioner Jann Buller Commissioner Dennis Guinaw Commissioner Melody Morrison Vice-Chair Gregory Ballard Chair Juan Mireles Also Present: Andy Firestine, Assistant City Manager Kathleen Kelly, City Council Member Liaison Ryan Stendell, Director of Community Development Jessica Gonzales, Senior Management Analyst Emily Roethler, Project Manager Teresa Vakili, RPM Company Melinda Gonzalez, Recording Secretary III. ORAL COMMUNICATIONS None IV. CONSENT CALENDAR A. MINUTES of the Adjourned Housing Commission meeting of January 8, 2020. Senior Management Analyst, Jessica Gonzales advised Commissioners Section V, New Business, Item A, on page 6 of the draft adjourned minutes would be PRELIMINARY MINUTES REGULAR HOUSING COMMISSION MEETING FEBRUARY 5, 2020 revised to reflect the Commission approved to recommend approval of the Housing Overlay District. Upon a motion by Commissioner Buller, second by Vice Chair Ballard, and a 6-0 vote of the Housing Commission the Consent Calendar was approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: None). V. NEW BUSINESS A. REQUEST FOR CONSIDERATION of a recommendation for approval of an extension to Contract No. HA36900 with Exclusive Pest Control Services, Inc. for Pest Control and Extermination Services at the Palm Desert Housing Authority properties for a period of thirty six (36) months in a total annual amount not to exceed $81,900 (includes annual contract services cost in the amount of$51,900 and up to $30,000 for additional services to be requested as needed.) Senior Management Analyst, Jessica Gonzales acknowledged the staff report before the Commission requesting a recommendation for approval of a three year extension to the current contract with Exclusive Pest Control ("Exclusive"). She noted proposals were solicited two years ago and Exclusive Pest Control was awarded the contract for services. This recommendation is in anticipation of the contract expiring this year as of May 30, 2020. The current contract allows for three one year term extensions. The contractor is performing satisfactorily, therefore, staff is recommending to extend the contract for all three one year terms cumulatively. Staff consulted with legal counsel and confirmed the option to extend the contract for all three one year terms collectively is acceptable under the current contract terms. Upon inquiry by Chair Mireles, Mrs. Gonzales stated Exclusive has provided services for two years under the current contract. In addition, they had an interim contract to provide services to remedy deficiencies with the prior contracted vendor, making their total service time with the Authority approximately three years. She further informed the prior vendor's services began to deteriorate over time resulting in several issues including a bed bug situation. Exclusive was brought in to resolve the issues and within a six month period successfully eradicated all the issues and concerns. Commissioner Morrison asked what services are allotted under pest control. Mrs. Gonzales replied Exclusive provides monthly, routine interior and exterior pest control for normal insect, pest and rodent prevention. Commissioner Morrison asked if their services extend to feral cats, to which Mrs. Gonzales replied they do not, concerns regarding feral cats is a service which would be addressed by animal control services. Mrs. Gonzales advised the services provided under the extended contract will remain at the same rate as Exclusive's current contract $51,900 annually, with an additional $30,000 requested for needed additional services. 2 PRELIMINARY MINUTES REGULAR HOUSING COMMISSION MEETING FEBRUARY 5, 2020 Upon a motion by Vice Chair Ballard, second by Commissioner Ault, and a 6-0 vote of the Housing Commission the Request for Consideration to recommend approval of an extension to Contract No. HA36900 was approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: None). B. REQUEST FOR CONSIDERATION to authorize award of negotiated Contract No. HA39210 with Ojeda Pool and Spa, a Sole Proprietorship, for repairs and resurfacing of four (4) existing pools and spas located at the Palm Desert Housing Authority properties known as Candlewood Apartments and One Quail Place Apartments, in a total amount of $326,061 (Project No. 832-19). Project Manager, Emily Roethler, introduced herself and acknowledged the staff report before the Commission requesting a recommendation to approve negotiation with Ojeda Pool and Spa ("Ojeda"), a local entity, for repairs and resurfacing to existing pools and spas located at One Quail Place and Candlewood Apartments. Ms. Roethler invited Commissioners to provide questions or comments regarding the request. Chair Mireles observed the proposal requested additional work be completed a few months after the resurfacing. Mrs. Gonzales explained there is a start-up service which includes intensive maintenance that is performed over a 30 day period to ensure the plaster cures properly and the water is balanced. Commissioner Buller commented she was under the impression there would be numerous vendors in the area who could provide these services and would be interested in providing a bid. Ms. Roethler explained the project requires the vendor to have a registration number issued by the Department of Industrial Relations (DIR) and pay prevailing wage. Many of the local vendors in the area offer residential services which typically do not require a DIR number or prevailing wage, so many do not meet the requirements to bid. Director of Community Development, Ryan Stendell, added previous experiences have revealed most local contractors, while capable and abundant, have ample work opportunities in the private market and do not choose to participate in these types of projects which are more restrictive. The proposal before the Commission were the result of a lot of work done by staff members and several attempts to garner acceptable bids. Commissioner Buller observed Ojeda was the obvious low bidder, however, there was quite a discrepancy between the highest and lowest bid. She inquired as to what staff noticed when reviewing the bids especially when considering the lowest bidder versus the highest bidder. 3 PRELIMINARY MINUTES REGULAR HOUSING COMMISSION MEETING FEBRUARY 5, 2020 Ms. Roethler stated she contacted vendors who submitted proposals and found their bids were high due to bonding costs associated with numerous sub- contracted services included in their proposal for the varied trade skills needed to complete all aspects of the scope of services requested. Mrs. Gonzales added another factor which increased the overall cost was mobilization of services, as many of the vendors are located out of the area. In reply to inquiry provided by Commissioner Morrison, Mrs. Gonzales confirmed the repairs are needed due to age. Commissioner Morrison asked when the last time these services had been completed. Mrs. Gonzales replied it has been over 10 years. Upon a motion by Vice Chair Ballard, second by Commissioner Morrison, and a 6-0 vote of the Housing Commission the Request for Consideration to authorize award of negotiated Contract No. HA39210 with Ojeda Pool and Spa was approved as presented (AYES: Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: None). VI. CONTINUED BUSINESS None VII. OLD BUSINESS None VIII. REPORTS AND REMARKS A. Commissioners Reports and Remarks Mrs. Gonzales acknowledged the Administrative Plan, Section 8, Grievance Process Policy before the Commission. She stated after legal consultation and review by staff and RPM the Grievance Process Policy has been revised. The most notable change is with the final step in the process for grievances. Currently, the final authority on grievance matters is the Executive Director (City Manager) of the Authority Board, the revision would change this to the final decision being that of an impartial, third party, arbitrator service. The arbitrator service's decision would be considered final and would conclude the grievance process. Other items that have been revised are minor changes for clarification. Commissioner Morrison inquired about noticing residents regarding the changes. Mrs. Gonzales explained at this time the Commission is reviewing each item of the Administrative Plan individually, once each section of the plan has been reviewed the completed Administrative Plan will be brought before the Commission in its entirety to request a recommendation to the Authority Board for approval. This will most likely take place in April or May 2020. Once the Administrative Plan has been 4 PRELIMINARY MINUTES REGULAR HOUSING COMMISSION MEETING FEBRUARY 5, 2020 approved by the Commission and adopted by the Authority Board, notices will be sent to residents advising them of the newly adopted Administrative Plan. After the required noticing period, the policy will be effective and implemented thereafter. Commissioner Morrison asked whether the notice will be given during meetings held by the management company, RPM, or will a notice be sent to residents. Mrs. Gonzales stated notices will be sent to every resident advising them of the revised Administrative Plan. Commissioner Dennis Guinaw addressed the provision for arbitration and asked who selects the presiding arbitration service. Mrs. Gonzales stated the Executive Director(City Manager)would select the arbitration service. Commissioner Guinaw observed the policy states the selected arbitrator would be precluded for 3 years from other Housing Authority matters requiring arbitration. Mrs. Gonzales confirmed this is correct, adding there is a limited amount of certified individuals who could provide this service locally, therefore, this stipulation will allow the resident impartiality as well as preserving availability for this service as needed. In response to comment by Commissioner Guinaw regarding inclusion of the grievant in the selection of the arbitrator, Mrs. Gonzales stated she will revisit this section with legal counsel to confirm the selection process. Chair Mireles inquired as to who would take care of a formal hearing. Mrs. Gonzales advised if the grievant was unsatisfied with the decision of the arbitrator, the grievant would have to file their complaint with the Court following the applicable legal process. Upon inquiry by Commissioner Ault as to what prompted the change in this process, Mrs. Gonzales advised this change allows for a more equitable determination of a final decision. Since the process allows for the Executive Director (City Manager) to select the arbitrating service, it was determined the final decision should come from the independent arbitrating service versus circling back to the Executive Director (City Manager), avoiding any conflicts of interest. Chair Mireles invited additional comments or questions regarding this item, to which there were none. Mrs. Gonzales invited Commissioners to call or email her should they have additional comments or questions regarding this section. B. Commission Reports 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. Ms. Gonzales commented that the item listed on the summary which went before City Council and the Housing Authority Board at their meeting held January 9, 2020 was approved. 5 PRELIMINARY MINUTES REGULAR HOUSING COMMISSION MEETING FEBRUARY 5, 2020 Mrs. Gonzales shared that shortly after the item was approved staff member, Chris Gerry and she traveled to Sacramento to meet state officials from the Department of Housing and Community Development regarding Allied's application for HOME funds for the Arc Village project. Mr. Gerry and she were able to speak with HOME funding officers and received valuable tips on how to improve the application which would increase the opportunity to receive funding for the Arc Village project. She added they anticipate a response by June 2020 as to whether the project will be a recipient of HOME funds. Commissioner Morrison asked how many units will be available for Arc Village. Mrs. Gonzales replied there will be 36 units built for this project. D. RPM Company Monthly Reports for November 2019 RPM Company Vice President, Teresa Vakili, acknowledged the RPM reports provided to Commissioners for the month of November 2019. Ms. Vakili reported the properties are currently 98.9% occupied with 11 of the 15 communities at 100% occupancy. Currently, there are only three units available to lease. Ms. Vakili reported RPM staff completed 79 re-certifications and contacted 391 interested households from the waitlist during the reporting period. Ms. Vakili invited questions and comments about the reports. Commissioner Guinaw observed there was a significant difference in operating expenses from October to November. He noted this is especially noticeable with the cost of utility services and inquired as to whether that cost is variant according to the season. Ms. Vakili stated this is a seasonal cost, during the winter residents are using their heaters more and some of the properties operate heated pools for the residents. Commissioner Guinaw inquired about the significant increase to maintenance costs for the month of November versus the previous month's costs. Ms. Vakili advised this was mostly attributed to the interior renovation of multiple units and the associated costs. Commissioner Morrison asked about the status of the units that had received damage from the fire incident at One Quail Place. Ms. Vakili reported currently the roof, electrical, plumbing and drywall have been completed. She stated the anticipated completion for the units is approximately six weeks. She further informed the repairs related to the fire incident are covered by the insurance claim, not from the properties operating budget. E. Update on Housing Authority Properties Ms. Vakili acknowledged the Palm Desert Housing Authority Project report for December 2019. She reported staff completed 403 service requests during the reporting period. She stated they have continued to take advantage of SCE's multi- family common area savings program which has allowed pool lights, car port post 6 PRELIMINARY MINUTES REGULAR HOUSING COMMISSION MEETING FEBRUARY 5, 2020 lights and office lights on the properties to be changed to LED at no cost. Additionally, the savings program has replaced some refrigerators at no cost. Ms. Gonzales noted a recent quoted cost to change the pool lighting for one of the pools located at One Quail Place apartments was approximately $4,900, so the SCE program is providing a significant savings for the properties. In reply to inquiry by Commissioner Morrison as to whether all properties will see these changes, Mrs. Gonzales informed each property will participate in the savings program but will be carried out one property at a time to ensure that all the benefits offered are captured utilizing the SCE savings program. Mrs. Gonzales advised the Commission that Candlewood Apartments recently received landscape improvements and provided a power point presentation which included before and after pictures of the landscape enhancements completed to the property. Ms. Gonzales added landscape improvements are also being completed at One Quail Place which are available for landscape rebates offered through the water district. Ms. Vakili added all of the turf surrounding the pools was removed and changed to a drip system for the plants to mitigate overspray onto the decks. This project was just completed and will be reported on at the next meeting. F. Update on the Home Improvement Program ACTIVITY (November/ December 2019) Inquiries (Calls, Walk-Ins, Emails): 0 Applications Provided: 0 Applications Received: 0 Applications being processed: 0 Eligible (Possibly meets criteria): 1 Ineligible (Does not meet criteria): 0 Energy Savings Assistance Programs Referrals: 0 (JHC Construction— SCE/Gas Co) A summary of the Home Improvement Programs activity for the months of November and December was provided to commission members for review on the Agenda. No discussion on this item was commenced. IX. ADJOURNMENT With Commission concurrence, Chair Mireles adjourned the meeting at 4.01 p.m. Melinda Gonzalez, Recording Secretary 7 1 PALM DESERT HOUSING AUTHORITY 141 - b= MEMORANDUM TO: RYAN STENDELL, DIRECTOR COMMUNITY DEVELOPMENT JANET MOORE, DIRECTOR OF FINANCE FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST DATE: February 27, 2020 SUBJECT: HOUSING AUTHORITY PROPOSED 2020-2021 BUDGET Attached please find the proposed 2020-2021 Palm Desert Housing Authority budget for your review. This will be an Action Item on the March 4, 2020 Housing Commission Agenda. Each year the Director of Finance prepares a Comprehensive Financial Plan that includes the Palm Desert Housing Authority's ("Authority") expected revenues and expenditures. The comprehensive plan allows the Council and Authority Board to review the plan in its entirety. The Authority is responsible for the administrative costs associated with operating the Authority properties as well as other housing functions. Previously these costs were borne by the former Palm Desert Redevelopment Agency's Low/Mod Housing Set-Aside Fund. To the extent that operating funds are available, a reimbursement for other housing programs and costs will be funded by the properties positive net income, until an alternative funding source can be identified. The overall projected net income for all fifteen Authority properties is expected to be approximately $714,258. The decrease in net operating income as compared to 2019- 2020 Budget is attributable to increases in projected repairs/maintenance, administrative costs, contracted services and property management operations totaling approximately $545,286. In the past year, there has been an increase in turnover of long-term residents that have required more extensive interior repairs to the vacated units. Additionally, with the age of the units, the total number of interior unit renovations are anticipated to accelerate repair/maintenance costs. Administrative costs have been augmented due to unexpected resident transfers to other units as well as the increase in rate for credit reporting services for eligibility verification. With the increase in minimum wage, annual contracted services have increased along with the added professional services needed for assessments related to property conditions. Lastly, there has been modification to property management staffing that has increased total payroll. Property Management Operation increases are an accumulation of added staff to fulfill the rise in repair/maintenance work, a negotiated management fee increase and the inclusion of additional on-site staff at properties. Staff continues to work diligently along with the management team to maintain the operating budget to meet actual costs. 2020-2021 Proposed Housing Authority Budget February 27, 2020 Page 2 The Authority continues to complete many of the anticipated replacement expenditures as suggested in the 30-year Replacement Reserve Study. The deferred maintenance costs will be funded by deposits made from the former Redevelopment Agency pursuant to the study, as well as any monies that might be available from the net income referenced above. Sufficient funds have been deposited to cover immediate costs; however, at this time no long-term source has been identified to adequately support these costs in the future. Replacement expenses include those items that are not routine, such as HVAC/boiler systems, water heaters, kitchen and bath refurbishments, appliance replacements and the repair or replacements of major building components or community amenities (pool/spa heaters, painting, railings, trash enclosures, etc.). Typically, the replacement expense budget is developed from the identified long-term needs of the properties and is prioritized for emergent needs. Should it be determined that there is a need for replacements throughout the year, reimbursement of expenditures will come from any available bond proceed monies and/or previous deposits made to the Replacement Reserve Fund that was previously established by the Authority Board. Once reviewed by the Commission on March 4, 2020, the Finance Director will include the 2020-2021 Palm Desert Housing Authority Operating, Capital, and Replacement Budgets in the City of Palm Desert's Comprehensive Finance Plan for 2020-2021 to be presented to the Housing Authority Board for approval at a future meeting. Enclosures (as noted) cc: Housing Commission (Agenda of March 4, 2020) 1\SRV-FIL2K31groups\Planning\Housing Division\Melinda Gonzalez\Housing CommissionVgenda\3-4-201Housing Authority Budget Memo for 2020-2021 2-27-20.doc P.D.H.A.Properties PALM DESERT,CALIFORNIA co 2020-2021 ao > E N a, cn o N (0 0 (o 0Toco C cu (o 1114 Units > m o f O _0 a> a cts ° a m p c co .rn O c N 5 H co c U m co N a� d o, U co cn a, co co Z o co m co U o 0 J _1 a co to H `o U PHYSICAL OCCUPANCY 97.00% 99.00% 98.00% 99.00% 97.00% 98.00% 99.00% 98.00% 97.00% 97.00% 98.00% 99.00% 99.00% 99.00% 97.00% 98.07% GROSS POTENTIAL 1000.101 923,400 168,000 292,428 495,600 396,000 313,080 150,000 881,400 176,160 2,766,000 254,400 80,400 76,080 129,600 99,600 7,202,148 ASSISTED POTENTIAL RENT 1000.102 (32,184) (17,112) - (15,624) - (10,476) (8,748) (60,336) - (111,312) (8,832) - (8,340) - - (272,964) ADJUSTED GROSS POTENTIAL 891,216 150,888 292,428 479,976 396,000 302,604 141,252 821,064 176,160 2,654,688 245,568 80,400 67,740 129,600 99,600 6,929,184 VACANCY 1000.110 (27,702) (1,680) (5,849) (4,956) (11,880) (6,262) (1,500) (8,814) (3,523) (82,980) (5,088) (804) (761) (2,160) (1,992) (165,950) RENT ADJUSTMENTS 1000.115 0 EMPLOYEE UNIT(S) 1000.120 (26,616) (14,784) (11,832) (14,784) (41,400) (14,784) (11,832) (14,784) (14,784) (29,568) (14,784) - - (14,784) - (224,736) MODEL/OFFICE UNIT(S) 1000.130 - - - 0 DELINQUENT RENT 1000.140 (2,500) (500) - (500) (500) - - (500) (14,400) (500) - - (500) - (19,900) FORFEITED RENT 1000.160 - - - - - - - - - - - - - - - 0 CONCESSIONS 1000.170 - - - - - - - - - - - - - - - 0 W/O RENT ADJUSTMENTS 1000.190 - - 644 - - - - - - - - - - - - 644 ASSISTED-SECTION 8 1000.202 32,184 17,112 - 15,624 - 10,476 8,748 60,336 - 111,312 8,832 - 8,340 - - 272,964 TOTAL RENTAL INCOME 866,582 151,036 275,391 475,860 342,220 291,534 136,668 857,802 157,353 2,639,052 234,028 79,596 75,319 112,156 97,608 6,792,206 OTHER RENTAL INCOME CREDIT REPORT FEES 1106 2,160 120 420 420 420 420 70 840 140 5,100 420 I 120 - 70 105 10,825 TERMINATION FEES 1107 - - - - - - - - - - - - - - 0 LATE CHARGES 1108 2,400 - 75 300 1,200 1,680 - 300 600 7,800 1,800 - - 600 300 17,055 MONTH TO MONTH FEES 1109 - - - - - - - - - - - - - - - 0 NSF FEES 1110 75 - - - - - - - 100 - - - - - 175 LAUNDRY ROOM 1111 1,320 660 1,800 1,320 5,040 4,140 480 7,500 3,240 36,840 3,300 - - 2,520 900 69,060 RESIDENTIAL SERVICES 1113 - - - - - - - - - 1,200 - - - - - 1,200 WASHER/DRYERS 1114 - - - - - - - - - - - - - - - 0 REFRIGERATORS 1114.001 - - - - - - - - - - - - - - - 0 COLLECTION RECOVERY 1115 - - - - - - - - - - - - - - - 0 COMMISNENDOR/REIMB 1116 - - - - - - - - - - - - - - - 0 W/O FEE ADJUSTMENTS 1117 - - - - - - - - - - - - - - - 0 CABLE INCOME 1118 - - - - - - - - - - - - - - - 0 MISC.INCOME 1119 - - - - - - - - - - - - - - - 0 TOTAL OTHER INCOME 5,955 780 2,295 2,040 6,660 6,240 550 8,640 3,980 51,040 5,520 120 0 3,190 1,305 98,315 TOTAL INCOME 872,537 151,816 277,686 477,900 348,880 297,774 137,218 866,442 161,333 2,690,092 239,548 79,716 75,319 115,346 98,913 6,890,521 PAYROLL EXPENSE HOUSEKEEPING 2050 - - - - - - - - - 96,720 - - - - - 96,720 MAINT/LABOR 2051 47,216 16,567 34,008 40,976 29,349 29,416 11,336 39,104 11,190 230,360 17,280 17,690 9,110 14,560 9,173 557,336 MANAGER/LEASINGAGENTS 2052 99,008 24,440 66,872 71,760 37,024 37,752 38,168 75,504 18,616 287,144 20,280 20,384 13,104 22,464 16,224 848,744 GROUNDSKEEPER 2054 29,120 10,192 16,016 16,120 18,928 18,928 4,368 24,752 5,408 64,480 10,192 2,912 - 16,120 4,368 241,904 COMMISSION 2056 - - - - - - - - - - - - - - - 0 r PAYROLL 0/H 45% 2057 78,905 23,040 52,603 57,985 38,385 38,743 24,242 62,712 15,846 305,417 21,488 18,444 9,996 23,915 13,394 785,117 TOTAL PAYROLL I 254,249 I 74,239 I 169,499 I 186,841 I 123,686 I 124,840 I 78,114 I 202,072 I 51,061 I 984,121 I 69,240 I 59,430 I 32,211 I 77,059 I 43,159 I 2,529,821 P.D.H.A.Properties PALM DESERT,CALIFORNIA co 2020-2021 u ao > E N rn O o N co (6 5 a5 C a5 N 1114 Units > o mo "o a' a m a m p d c U) .rn 0 as E. 0 H N m U y N J N m a3 N U U o 0 J _ Z Tcs a con UJ H `o U ADMINISTRATIVE OFFICE SUPPLIES 2101 5,400 1,020 4,500 2,640 2,880 3,900 480 4,560 360 22,020 1,200 420 240 240 300 50,160 TRAVEL/MILEAGE 2102 - - - - - - - - - - - - - - 0 COMPUTER SUP/REP 2103 450 - 300 375 300 150 - 450 - 1,200 - - - - - 3,225 LEGAL FEES 2104 1,600 800 800 300 1,600 800 300 800 800 9,840 850 200 - 885 850 20,425 RENT/LEASE EXPENSE 2107 2,400 - 2,280 2,460 1,200 1,200 - 1,800 - 4,920 - - - - - 16,260 FURNITURE LEASING 2110 - - - - - - - - - - - - - - - 0 CREDIT REPORTS 2111 2,220 780 1,080 1,680 1,200 1,560 960 1,380 720 5,160 1,440 1,200 1,020 660 600 21,660 LOSS EXPENSE 2112 - - - - - - - - - 10,000 - - - - - 10,000 ACCOUNTING 2117 2,712 840 1,500 1,500 1,800 1,080 720 3,600 720 8,400 900 300 480 480 420 25,452 OFFICE UNIFORM/EMPL APP 2118 - - - - - - - - - - - - - - - 0 BANK CHARGES 2119 - - - - - - - - - - - - - - 0 HOTEL/RELOCATION 2120 700 - 500 300 500 - 250 500 - 3,000 - - - - - 5,750 FURNITURE/EQUIP 2123 - - - - - - - - - - - - - 0 TRAINING/EDUCATION 2157 540 540 540 540 540 540 540 540 540 540 540 540 540 540 540 8,100 DUES LIC&MISC FEES 2158 5,909 3,119 3,643 4,296 3,557 3,153 1,655 6,618 2,330 9,568 3,605 2,816 2,011 2,014 1,325 55,618 MANAGEMENT FEE 2160 65,988 14,040 33,696 34,164 29,952 22,464 12,636 70,200 11,232 179,712 16,848 7,020 6,552 9,360 7,488 521,352 TOTAL ADMIN. 87,919 21,139 48,839 J 48,255 43,529 I 34,847 17,541 90,448 16,702 254,360 25,383 12,496 10,843 14,179 11,523 738,002 21,930.57 7,099.00 15,143.00 14,091.00 13,577.00 12,383.08 4,905.00 20,248.00 5,470.00 74,648.00 8,534.88 5,476.00 4,291.00 4,818.95 4,035.00 216,650 ADVERT-PROMOTIONAL NEWSPAPER 2172 - - - - - - - - - 780 - - - - - 780 INTERNET 2174 - - - - - - - - - - - - - - - 0 NEWSLETTER 2176 - - - - - - - - - - - - - - - 0 PROMOTIONAL 2178 900 300 2,160 2,400 480 720 300 2,400 300 3,000 300 240 480 240 300 14,520 BROCHURES 2180 - - - - - - - - - - - - - - - 0 REFERRALS 2182 - - - - - - - - - - - - - - - 0 OTHER ADVERTISING 2184 - - - - - - - - - 1,200 - - - - - 1,200 TOTAL ADVERT-PROMOTIONAL 900 300 2,160 2,400 480 720 300 2,400 300 4,980 300 240 480 240 300 16,500 CONTRACT SERVICES COURTESY PATROL 2209 6,905 5,800 7,730 6,520 6,438 6,520 5,800 6,448 5,800 21,831 6,520 5,800 5,800 5,800 5,800 109,512 PEST CONTROL 2215 5,400 3,000 4,620 3,684 3,660 5,220 1,800 6,300 1,800 27,600 2,100 1,380 900 2,220 2,040 71,724 CLEANING SUBCONTRACTOR 2216 4,200 390 1,140 600 780 1,050 720 1,740 600 3,840 1,680 240 300 420 720 18,420 PROFESSIONAL SERVICES 2217 - - - - 2,500 - - - - 2,500 - - - - 2,500 7,500 CABLE TELEVISION 2234 - - - - - - - - - - - - - - - 0 TEMP LABOR 2244 - - - - - - - - - - - - - - - 0 GARDENING 2245 42,660 9,540 27,060 19,920 18,420 20,160 16,500 47,220 12,120 86,340 7,500 5,100 4,260 10,380 7,320 334,500 POND MAINT/ELEVATOR SVC 2246 - 3,900 - - - - - - - 10,260 - - 5,500 - - 19,660 TOTAL CONTRACT SERVICES 59,165 22,630 40,550 30,724 31,798 32,950 24,820 61,708 20,320 152,371 17,800 12,520 16,760 18,820 18,380 561,316 P.D.H.A.Properties PALM DESERT,CALIFORNIA co 2020-2021 u ao > E N a, cn o N N O oa5 Zs a5 as 0 C a5 w 1114 Units > 0 m o a a m := a m p o c I v) .2' 0 2 c aa, E w H m m U �, m rn _1 N a) a os m m U U o 0 J _ Z a U) U) H `as U UTILITY SERVICES TELEPHONE 2325 4,200 1,560 3,360 3,540 3,780 2,880 420 4,020 420 11,940 3,240 420 1,140 360 720 42,000 TRASH REMOVAL 2326 25,440 2,760 7,560 13,200 8,400 9,000 1,920 18,540 6,720 40,920 6,420 2,400 1,896 3,012 4,860 153,048 ELEC-HOUSE 2327.001 22,005 5,490 16,110 26,404 14,275 20,115 27,195 16,050 3,340 69,870 7,400 2,000 1,500 1,620 2,300 235,674 GAS-HOUSE 2327.002 24,895 9,233 5,550 1,200 4,630 1,440 765 10,960 600 41,078 1,200 180 - 480 540 102,751 ELEC.-APT 2328.001 3,120 240 600 - 900 300 - 600 600 8,195 540 480 - 120 240 15,935 GAS-APT 2328.002 - 60 240 - - - 60 240 - - - - - - - 600 SEWER 2329.001 - - - - - - - - - - - - - - - 0 WATER 2329.002 72,000 12,935 32,430 33,455 25,010 21,600 14,735 57,400 12,000 163,505 17,660 6,200 7,200 9,725 7,620 493,475 TOTAL UTILITY SERVICES 151,660 32,278 65,850 77,799 56,995 55,335 45,095 107,810 23,680 335,508 36,460 11,680 11,736 15,317 16,280 1,043,483 REPAIRS&MAINTENANCE ELECTRICAL 2401 12,000 2,040 1,500 1,320 3,600 2,700 1,500 1,800 1,800 48,960 4,200 480 240 360 900 83,400 PLUMBING 2402 49,200 2,700 7,200 900 6,300 1,500 2,400 8,400 3,600 73,200 1,980 1,500 1,800 600 1,800 163,080 ROOF REPAIRS 2403 2,500 2,500 2,500 3,500 2,500 - - 2,500 - 5,000 - - - - - 21,000 CARPET&FLOORING 2404 18,000 3,500 6,000 1,800 7,200 4,800 1,800 12,000 3,600 49,800 3,000 2,400 1,800 2,400 2,400 120,500 CARPET&FLOORING(ef) 2404.001 18,000 3,000 6,000 1,800 7,200 4,800 1,800 12,000 3,600 49,800 3,000 2,400 1,800 2,400 2,400 120,000 GENERAL BLDG SUPL 2405 18,000 2,100 3,000 600 3,600 3,600 2,400 6,000 3,000 31,800 1,800 600 900 380 1,800 79,580 INTERIOR BLDG SUP 2406 22,800 6,000 7,560 2,400 13,200 4,800 1,500 9,600 6,600 162,000 7,200 1,200 1,200 2,400 3,000 251,460 LANDSCAPING 2407 4,200 1,800 1,800 900 1,200 1,800 1,200 7,200 2,100 21,600 1,020 1,000 1,020 480 1,020 48,340 TREE MAINTENANCE 2407.001 12,322 2,454 2,940 8,844 5,576 5,568 6,030 14,960 3,300 40,606 2,176 488 792 4,236 620 110,912 TOOLS&SMALL EQUIP 2410 1,750 - 480 600 480 300 240 840 240 6,000 240 80 - 120 - 11,370 FIELD UNIFORMS 2413 500 200 450 350 400 400 250 450 250 2,400 150 - 150 - 120 6,070 MILEAGE REIMB 2414 - - - - - - - - - - - - - - - 0 APPLIANCES 2415 - - - - - - - - - - - - - - - 0 HVAC 2416 - - - - - - - - - 6,480 - - - 625 - 7,105 - MECHANICAL EQUIP 2423 4,500 5,700 6,600 1,680 900 900 360 7,800 2,100 21,000 1,800 600 300 600 900 55,740 EQUIPMENT RENTAL 2424 - - - - - - - - - - - - - - - 0 POOL MAINTENANCE 2441 15,460 15,460 10,260 10,260 10,260 10,260 - 23,741 10,260 28,260 - 10,260 - - 10,260 154,740 PAINTING 2442 7,800 2,400 1,200 1,800 2,700 1,800 1,200 4,800 1,440 30,000 1,620 480 480 720 1,560 60,000 JANITORIAL SUPPLIES 2444 2,100 480 900 720 900 840 1,920 3,600 300 11,125 960 240 240 480 240 25,045 TURNOVER REIMBURSABLE 2460 (3,000) - - - - - - - - (28,200) - - - - - (31,200) TOTAL REPAIRS&MAINT. 186,132 50,334 58,390 37,474 66,016 44,068 22,600 115,691 42,190 559,831 29,146 21,728 10,722 15,801 27,020 1,287,141 CONTROLLABLE EXPENSES 740,024 200,919 385,288 383,493 322,504 292,760 188,470 580,129 154,253 2,291,171 178,329 118,094 82,752 141,416 116,662 6,176,263 TOTAL EXPENSES 740,024 200,919 385,288 383,493 322,504 292,760 188,470 580,129 154,253 2,291,171 178,329 118,094 82,752 141,416 116,662 6,176,263 NOI 132,513 (49,103) (107,601) 94,407 26,376 5,015 (51,252) 286,313 7,080 398,921 61,219 (38,378) (7,433) (26,070) (17,749) 714,258 Palm Desert Housing Authority 2020-2021 Budget Request Account Number Corn•lex Account Name 2018-19 Actuals 2019-20 YTD Actual 2019-20 Bud.et 2020-21 Re•uest All Combined Rent/Leases-Real Property 6,514,593.54 6,684,062.83 6,754,584.00 6,890,520.00 All Combined Prof-Apartments 2,034,504.49 2,040,612.93 2,212,215.00 2,529,821.00 All Combined Prof-Contracting 537,801.28 544,01 I.15 549.924.00 561,314.00 All Combined Prof-Other Admn Expenses 479,304.00 494,394.00 507,408.00 521,352.00 All Combined Advertising Promotional 9,653.53 9,382.13 13,470.00 16,500.00 All Combined R/M-Buildings 952,934.77 1,246,643.26 1,095,879.00 1,287,143.00 All Combined Replacement Expenditures - - - - AllCombined Utilities-Electric 1,041,830.42 982,647.46 1,046,747.00 1,043,483.00 All Combined Misc Expenses 220,594.91 190,498.77 205,333.00 216,651.00 Total Controllable Expenses 5,276,623.40 5,508,189.70 5,630,976.00 6,176,264.00 Net lncome/Net(Deficit) 1,237,970.14 1,175,873.13 1,123,608.00 714,256.00 1 Capital Imp/Replacement exp/Emerg Repair' 1,708,870.21 952,896.55 'These costs may be reimbursed from bond funds available or replacement reserve carryover budget from piroir year. Budget is supported by the 2010 30-Year Reserve Study. 1 Administrative Plan Section 8: Grievance Process Section 8 GRIEVANCE PROCESS Section 8.1 GRIEVANCE APPLICABILITY. This Grievance process shall be applicable to all Applicants and Residents of the Authority. Grievances that may be considered under this process will include actions related to the Resident's tenancy, but does not apply to non-payment of rent and the other matters governed by Section 7.2. Under no circumstance may a Grievance be filed after issuance of any notice in accordance with Section 7.2.2. A copy of this process shall be provided to all Residents prior to occupancy of the Restricted Unit, and shall be provided to any Applicant upon request. Section 8.2 GRIEVANCES. All Applicants and Residents (hereinafter "Complainant") shall attempt to resolve disputes and complaints directly with the Property Manager before seeking the following remedies outlined in this process. Section 8.2.1 Informal Grievance. Any Grievance shall be presented to the Property Manager either orally or in writing, within 30 calendar days after the Grievance arose so that the Grievance may be discussed informally and hopefully resolved. Section 8.2.1.a. The Property Manager shall meet with the Complainant within 24 hours, if possible, at which time the Complainant may present oral and written evidence or documentation. Within five business days, the Property Manager will prepare a written summary of this discussion, the Property Manager's decision, the reasons for that decision, and any steps that will need to be taken to resolve the Grievance. A copy of the Property Manager's summary will be provided to the Complainant, and a copy will be filed in the Complainant's file. Section 8.2.1.b. If the Complainant is not satisfied with the Property Manager's decision, the Complainant must submit a written appeal to the Property Manager within 14 calendar days of receipt of the Property Manager's decision. The Management Company's Certification Specialist or his or her designee shall meet with the Complainant within seven business days of receiving the appeal, at which time the Complainant may present oral and written evidence or documentation. Summary of the Certification Specialist's decision and the reasons therefore will be put in writing within five business days, and a copy shall be provided to the Complainant and a copy filed in the Complainant's file. Section 8.2.1.c. If the Complainant is not satisfied with the Certification Specialist's decision, the Complainant must submit a written appeal to the Property Manager within 14 calendar days after receipt of the Certification Specialist's decision. The Management Company's Regional Vice-President or his or her designee shall meet with the Complainant within 14 business days of receiving the appeal, at which time the Complainant may present oral and written evidence or documentation. Summary of the Regional Vice-President's decision and the reasons therefore will be put in writing within 14 calendar days, and a copy shall be provided to the Complainant and a copy filed in Management and Operations—Rental Units Effective January 24, 2019 Page 37 of 48 Administrative Plan Section 8: Grievance Process the Complainant's file. Section 8.2.1.d. If the Complainant is not satisfied with the Regional Vice-President's decision, the Complainant must submit a written appeal to the Property Manager within 14 calendar days of receipt of the Regional Vice-President's decision. The Management Company's Corporate Officer or his or her designee shall confer via telephone or other acceptable communication form (i.e., e-mail, written letter) with the Complainant within 21 business days of receiving the appeal, at which time the Complainant may present oral or written evidence or documentation. Summary of the Corporate Officer's decision and the reasons therefore will be put in writing within 21 business days, and a copy shall be provided to the Complainant and a copy filed in the Complainant's file. Section 8.2.2 Informal Hearing. If the Complainant is not satisfied with the Corporate Officer's decision, the Complainant must submit a written request for an informal hearing to the Property Manager within ten calendar days of receipt of the decision from the Corporate Officer, at which time the Management Company will arrange for an impartial, third party arbitration service to hear the matter within 30 business days. The Complainant will be afforded due process safeguards as prescribed by applicable law, including but not limited to the rights to present oral and written evidence and to be represented by an attorney (note: such attorney would be retained at the Complainant's expense). A summary of the arbitration service's decision will be provided to Complainant and a copy to the Authority, which copy shall be filed in the Complainant's file. This decision is final and concludes the Grievance process. An arbitration service that conducts an informal hearing pursuant to this Section 8.2.2 shall not participate in another hearing arranged by the Management Company or Authority for three years following completion of its informal hearing. Management and Operations—Rental Units Effective January 24, 2019 Page 38 of 48 wr--- r=__ �ti ( ;\'_. CITY OF PALM DESERT yb £ .,_. � COMMITTEE/COMMISSION MEMBER UPDATE FORM 4 / Committee/Commission: HOUSING COMMISSION Name: (Last) (First) (Middle Initial) Address (please submit the address you wish notices/agenda be sent) (Street Number) (Unit No.) (City) (Zip Code) Is this a business address: No Yes If yes, please print name of business: Phone Number: (phone number you prefer to receive calls) (please circle one) Home Business Cell What is the best time to call: May we contact you via email?: No ❑ Yes ❑ E-mail address: Would you prefer the Agenda Packet emailed: No Yes 2020 Update PALM DESERT HOUSING AUTHORITY b(,----4.0"."----**----" ...1 k MEMORANDUM TO: HOUSING COMMISSION FROM: JESSICA GONZALES, SENIOR MANAGEMENT ANALYST DATE: MARCH 4, 2020 SUBJECT: SUMMARY OF AGENDA ITEMS AND ACTIONS Agenda Items: No Agenda Items to Report Action Items: The following are APPROVED action items from the Council/Housing Authority meetings: February 13, 2020 1. (HA) Approved Request for Extension of Contract with Exclusive Pest Control Services, Inc., for Pest Control and Extermination Services at the Palm Desert Housing Authority Properties in a Total Annual Amount Not to Exceed $81,900 (Contract No. HA36901). MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: Dec-19 REPORT DATE: 1/2/2020 REPORTED BY: TERESA VAKILI "MULTI-FAMILY PROPERTIES" Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-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 4 1 0 4 7 3 3 4 4 5 5 c. Occupied Units 139 138 137 140 141 137 134 138 138 137 137 136 136 d. Pending Leases 4 3 2 2 2 3 3 4 5 3 4 5 4 e. Ending Occupied&Pre-leased 143 141 139 142 143 140 137 142 143 140 141 141 140 f. Down Units 0 1 2 0 0 1 1 1 0 1 2 2 2 g. Number of Wait List Contactees 10 0 5 0 20 20 20 68 _ 79 18 89 37 18 h. Re-Cert Pkts Sent Out During Month 17 8 6 20 12 4 14 4 12 10 10 6 7 i. Number of Traffic Qualified 9 10 15 5 15 12 15 10 15 8 10 15 10 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 2 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 2 3 2 1 2 3 2 3 3 3 4 3 c. Occupied Units 63 62 61 62 63 62 61 62 61 61 61 60 61 d. Pending Leases 0 0 2 1 0 0 1 2 1 0 1 1 2 e. Ending Occupied&Pre-leased 63 62 63 63 63 62 62 64 62 61 62 61 63 f. Down Units 1 1 1 1 1 1 0 0 0 1 1 1 1 g. Number of Wait List Contactees 15 68 53 51 43 64 39 53 41 43 76 63 49 h. Re-Cert Pkts Sent Out During Month 1 8 9 3 3 2 3 3 4 10 5 4 1 i. Number of Traffic Qualified 23 27 19 27 21 21 43 29 22 20 34 34 29 j. Number of Traffic Non-Qualified 0 0 0 1 0 0 0 0 0 0 34 0 0 Laguna Palms a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48 b. Vacant Units 2 1 1 0 1 1 2 1 1 2 1 1 0 c. Occupied Units 46 47 47 48 47 47 46 47 47 46 47 47 48 d. Pending Leases 0 0 1 0 0 0 1 0 2 2 0 1 0 e. Ending Occupied&Pre-leased 46 47 48 48 , 47 47 47 47 49 48 47 48 48 1 f. Down Units 2 1 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 30 30 23 11 16 36 20 26 _ 19 25 20 0 0 h. Re-Cert Pkts Sent Out During Month 5 1 1 2 2 3 6 1 5 3 4 4 3 i. Number of Traffic Qualified 3 6 25 11 20 7 8 9 19 8 8 5 4 j. Number of Traffic Non-Qualified 0 1 0 0 0 0 0 0 0 0 0 0 0 Neighbors a. Total Units in Complex 24 24 _ 24 24 24 24 24 24 24 24 24 24 24 b. Vacant Units 0 1 1 1 1 1 1 1 0 0 0 0 0 c. Occupied Units 24 23 _ 23 23 23 23 23 23 _ 24 _ 24 24 24 24 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied&Pre-leased 24 23 23 23 23 23 23 23 24 24 24 24 24 f. Down Units 0 0 1 1 1 1 1 1 0 0 0 0 0 g. Number of Wait List Contactees 6 7 0 0 0 19 17 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 2 1 4 1 2 0 1 2 3 1 1 3 3 i. Number of Traffic Qualified 12 11 12 17 11 14 32 19 16 9 17 21 17 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 1 0 0 0 0 0 0 One Quail Place a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384 b. Vacant Units 17 19 20 17 15 16 19 20 22 25 22 20 22 c. Occupied Units 367 365 364 367 369 368 365 364 362 359 362 364 362 d. Pending Leases 2 13 11 11 5 2 9 8 1 14 10 5 11 9 e. Ending Occupied&Pre-leased 369 378 375 378 374 370 374 372 376 369 367 375 371 f. Down Units 10 8 9 11 11 11 11 6 13 17 15 14 12 g. Number of Wait List Contactees 305 86 198 371 8 150 197 132 170 85 53 123 98 h. Re-Cert Pkts Sent Out During Month 24 31 28 31 20 31 30 26 29 29 25 29 26 i. Number of Traffic Qualified 113 80 91 81 100 89 78 92 86 97 103 79 58 I. Number of Traffic Non-Qualified 0 2 5 3 5 2 2 1 0 1 1 5 2 01/02/2020 Page 7 of 17 MOS Multi-Family 12.19 MONTHLY OCCUPANCY STATUS REPORT "MULTI-FAMILY PROPERTIES" Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36 b. Vacant Units 3 1 0 0 0 1 3 2 0 0 1 1 0 c. Occupied Units 33 35 36 36 36 35 33 34 36 36 35 35 36 d. Pending Leases 1 1 0 0 1 1 1 2 0 0 0 0 0 e. Ending Occupied&Pre-leased 34 36 36 36 37 36 34 36 36 36 35 35 36 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 35 25 0 0 6 15 18 16 0 0 18 25 0 h. Re-Cert Pkts Sent Out During Month 1 2 2 3 3 3 4 7 1 1 2 8 6 i. Number of Traffic Qualified 3 6 10 9 8 4 7 6 4 5 7 3 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 2 1 0 0 0 0 1 1 0 c. Occupied Units 20 20 20 20 18 19 20 20 20 20 19 19 20 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 1 1 0 e. Ending Occupied&Pre-leased 20 20 20 20 _ 18 19 20 20 20 20 20 20 20 J f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 0 0 20 10 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 4 4 2 2 2 1 1 _ 2 0 9 0 1 i. Number of Traffic Qualified 0 0 0 6 8 2 0 0 4 4 0 2 0 I. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Taos Palms a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16 b. Vacant Units 0 0 0 0 0 0 0 0 0 0 1 1 0 c. Occupied Units 16 16 16 16 16 16 16 16 16 16 15 15 16 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 1 1 0 e. Ending Occupied&Pre-leased 16 16 16 16 16 16 16 16 16 16 16 16 16 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 0 _ 0 0 0 0 0 0 0 43 48 0 h. Re-Cert Pkts Sent Out During Month 1 1 1 1 1 0 4 1 0 0 1 3 0 i. Number of Traffic Qualified 9 9 8 10 11 9 16 17 11 9 14 16 14 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 J SUMMARY MULTI-FAMILY PROPERTIES Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733 b. Vacant Units 25 27 29 21 20 26 35 29 29 34 33 33 30 c. Occupied Units 708 706 704 712 713 707 698 704 704 699 700 700 703 d. Pending Leases 7 17 16 14 8 6 15 16 22 15 12 20 15 e. Ending Occupied&Pre-leased 715 723 720 726 721 713 713 720 726 714 712 720 718 f. Down Units 13 11 13 13 13 14 13 8 13 19 18 17 15 g. Number of Wait List Contactees 401 216 279 433 113 314 311 295 309 171 299 296 165 h. Re-Cert Pkts Sent Out During Month 54 56 55 63 45 45 63 45 56 54 57 57 47 i. Number of Traffic Qualified 172 149 180 166 194 158 199 182 177 160 193 175 136 j. Number of Traffic Non-Qualified 0 3 5 4 5 2 3 1 0 1 37 5 2 01/02/2020 Page 2 of 11 MOS Multi-Family 12.19 MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: Dec-19 REPORT DATE: 1/2/2020 REPORTED BY: TERESA VAKILI "SENIOR PROPERTIES" Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Candlewood a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30 b. Vacant Units 1 1 1 1 1 1 1 1 1 1 1 3 3 c. Occupied Units 29 29 29 29 29 29 29 29 29 29 29 27 27 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied&Pre-leased 29 29 29 29 29 29 29 29 29 29 29 27 27 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 2 2 g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 50 h. Re-Cert Pkts Sent Out During Month 6 1 1 6 3 2 1 2 5 1 1 4 2 i. Number of Traffic Qualified 0 1 1 0 0 0 4 2 2 2 10 0 0 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 0 1 1 1 1 1 0 1 0 0 0 1 1 c. Occupied Units 73 72 72 72 72 72 73 72 73 73 73 72 72 d. Pending Leases 2 2 2 1 1 1 1 j 1 1 0 3 1 1 e. Ending Occupied&Pre-leased 75 74 74 73 73 73 74 73 74 73 76 73 73 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 82 81 34 43 40 39 63 54 39 38 34 25 30 h. Re-Cert Pkts Sent Out During Month 2 3 5 7 7 11 6 8 5 7 2 2 2 i. Number of Traffic Qualified 29 14 23 28 20 27 31 19 24 22 20 16 16 j. Number of Traffic Non-Qualified 5 6 2 7 8 6 11 13 6 7 6 3 2 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72 b. Vacant Units 1 2 0 1 0 1 1 1 1 0 0 1 0 c. Occupied Units 71 70 72 71 72 71 71 71 71 72 72 71 72 d. Pending Leases 0 3 0 1 1 1 2 2 1 0 0 1 0 e. Ending Occupied&Pre-leased 71 73 72 72 73 72 73 73 72 72 72 72 72 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 30 30 14 21 12 20 37 0 0 0 0 35 49 h. Re-Cert Pkts Sent Out During Month 6 3 2 6 3 4 14 18 8 6 2 8 4 i. Number of Traffic Qualified 5 6 12 6 2 8 18 14 11 6 20 10 13 j. Number of Traffic Non-Qualified 1 4 2 3 3 0 0 0 0 0 0 0 0 La Rocca Villas a. Total Units in Complex 27 27 27 27 27 , 27 27 27 27 27 27 , 27 27 b. Vacant Units 1 0 0 0 0 0 1 1 0 0 0 0 0 c. Occupied Units 26 27 27 27 27 27 26 26 27 27 27 , 27 27 d. Pending Leases 0 0 0 0 0 0 1 1 0 0 0 0 0 e. Ending Occupied&Pre-leased 26 27 27 27 27 27 27 27 27 27 27 27 27 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 15 0 0 0 0 0 0 20 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 2 2 4 3 0 4 1 2 0 3 2 1 i. Number of Traffic Qualified 1 18 8 10 9 9 25 35 31 20 21 17 17 I. 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 2 1 1 0 1 2 1 1 2 2 2 1 c. Occupied Units 150 148 149 149 150 149 148 149 149 148 148 148 149 d. Pending Leases 0 2 0 2 0 1 2 1 0 1 1 0 0 e. Ending Occupied&Pre-leased 150 150 149 151 150 150 150 150 149 149 149 148 149 f. Down Units 0 0 0 0 0 0 0 0 0 1 1 1 1 g. Number of Wait List Contactees 27 25 20 15 0 13 30 25 20 30 0 20 15 h. Re-Cert Pkts Sent Out During Month 7 13 5 6 7 20 19 15 14 17 9 5 7 i. Number of Traffic Qualified 20 49 33 47 34 35 39 45 38 29 29 28 21 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 01/022020 Page 3 of 11 MOS Santa 12.19. MONTHLY OCCUPANCY STATUS REPORT "SENIOR PROPERTIES" Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-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 1 0 0 0 1 2 2 2 0 0 c. Occupied Units 15 15 15 14 15 15 15 14 13 13 13 15 15 d. Pending Leases 0 0 0 1 0 0 0 1 1 1 2 0 0 e. Ending Occupied&Pre-leased 15 15 15 15 15 15 15 15 14 14 15 15 15 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 0 6 5 0 0 49 47 5 15 15 0 h. Re-Cert Pkts Sent Out During Month 1 1 1 0 0 0 4 1 0 1 0 1 1 i. Number of Traffic Qualified 0 0 0 0 0 0 2 3 3 3 10 2 2 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 1 0 0 0 0 0 0 0 0 0 0 _ e. Ending Occupied&Pre-leased 14 14 15 14 14 14 14 14 14 14 14 14 14 i f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 0 1 1 1 4 0 2 0 0 0 0 1 i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 0 0 8 0 0 i. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY SENIOR PROPERTIES Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381 b. Vacant Units 3 6 3 5 2 4 5 6 5 5 5 7 5 c. Occupied Units 378 375 378 376 379 377 376 375 376 376 376 374 376 d. Pending Leases 2 7 3 5 2 3 6 6 3 2 6 2 1 e. Ending Occupied&Pre-leased 380 382 381 381 381 380 382 381 379 378 382 376 377 f. Down Units 1 1 1 1 1 1 1 1 1 2 2 3 3 g. Number of Wait List Contactees 154 136 68 85 57 72 130 148 106 73 49 95 144 h. Re-Cert Pkts Sent Out During Month 26 23 17 30 24 41 48 47 34 32 17 22 18 i. Number of Traffic Qualified 55 88 77 91 65 79 119 118 109 82 118 73 69 j. Number of Traffic Non-Qualified 6 10 4 10 11 6 11 13 6 7 6 3 2 01/022020 Page 4 of 77 MOS senior 12.19 MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET Multi-Family Complexes No. of Units Average Mo. Rent Extremely Low 0-30% 173 253 Very Low 247 461 31-50% Low 51-80% 215 727 Moderate 81%-120% 68 1,025 Total 703 616 Senior Complexes _ No. of Units Average Mo. Rent Extremely Low 117 235 0-30 Very Low 165 425 31-50% Low 83 698 51-80% Moderate 11 956 81%-120% Total 376 579 HOUSEHOLD SIZE AMI % 1 2 3 4 Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent 20% 9,760 203 11,150 232 12,550 261 13,940 290 25% 12,200 254 13,938 290 15,688 327 17,425 363 30% 15,100 315 17,250 359 21,330 444 25,750 536 , 1 35% 17,080 356 19,513 407 21,963 458 ::::::: 40% 19,520 407 22,300 465 25,100 523 27,880 581 45% 21,960 458 25,088 523 28,238 588 31,365 653 50% 25,150 524 28,750 599 32,350 674 35,900 748 55% 26,840 559 30,663 639 34,513 719 38,335 799 60% 29,280 610 33,450 697 37,650 784 41,820 871 65% 31,720 661 36,238 755 40,788 850 45,305 944 70% 34,160 854 39,025 976 43,925 1,098 48,790 1,220 75% 36,600 915 41,813 1,045 47,063 1,177 52,275 1,307 80% 40,250 1,006 46,000 1,150 51,750 1,294 57,450 1,436 85% 41,480 1,037 47,388 1,185 53,338 1,333 59,245 1,481 90% 43,920 1,098 50,175 1,254 56,475 1,412 62,730 1,568 95% 46,360 1,159 52,963 1,324 59,613 1,490 66,215 1,655 100% 48,800 1,220 55,750 1,394 62,750 1,569 I 69,700 I 1,743 105% 51,240 1,281 58,538 1,463 65,888 1,647 73,185 1,830 110% 53,680 1,342 61,325 1,533 69,025 1,726 76,670 1,917 115% 56,120 1,403 64,113 1,603 72,163 1,804 80,155 2,004 120% 58,550 1,464 66,900 1,673 75,300 1,883 83,650 2,091 Riverside County Income Eligibility as of 7/1/19. Monthly rent is exclusive of Utility Allowance. 01/02/2020 Page 5 of 11 Summary Rpt#1 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: Dec-19 REPORT DATE: 1/2/2020 REPORTED BY: TERESA VAKILI CALIFORNIA DESERT LAGUNA ONE QUAIL PALM "MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITE 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 1.VERY LOW:20%OF MEDIAN a. Studio 2 149 2 149 b. 1 BR,1 BA 3 168 1 142 10 157 14 158 c. 2 BR,1 BA 1 172 2 163 2 163 5 165 d. 2 BR,2 BA 1 157 1 169 7 166 9 166 e. Totals 20% 3 3 1- 1- 18 2 0- 2 30 2.VERY LOW:21-25%OF MEDIAN a. Studio 5 196 5 196 b. 1 BR,1 BA 16 222 3 206 5 216 21 218 45 218 c. 2 BR,1 BA 3 223 2 226 1 218 6 223 d. 2 BR,2 BA 2 218 1 218 10 225 13 223 e. Totals 21-25% 16 8 7 1- 34 2 0- 1 69 3.VERY LOW:26-30%OF MEDIAN a. Studio 2 253 1 235 3 247 b. 1 BR,1 BA 14 296 1 279 2 279 17 264 34 278 c. 2 BR,1 BA 1 355 5 349 4 363 2 342 3 343 15 351 d. 2 BR,2 BA 2 352 3 349 17 350 22 350 e. Totals 26-30% 14 4 5 3 39 4 2- 3 74 4.VERY LOW:31-35%OF MEDIAN a. Studio 0 - b. 1 BR,1 BA 14 340 1 307 8 334 23 337 c. 2 BR,1 BA - _ 2 369 2 369 d. 2 BR,2 BA 1 366 6 389 7 385 e. Totals 31-35% 14- 1_ 1 0 16 0' 0- 0 32 5.VERY LOW:36-40%OF MEDIAN a. Studio 2 333 2 333 b. 1 BR,1 BA 13 397- 2 362 1 375, _ 15 386 31 389 c. 2 BR,1 BA 4 421 3 473 5 419 2 403 14 429 d. 2 BR,2 BA 4 431 1 403 13 412 18 416 e. Totals 36-40% 13 4® 5 1- 32 3 5- 2 65 6.VERY LOW:41-45%OF MEDIAN a. Studio 1 404 1 404 b. 1 BR,1 BA 13 456 1 443 1 430 8 443 23 450 c. 2 BR,1 BA 10 485 2 480 3 464 15 480 d. 2 BR,2 BA 4 473 5 471 11 483 20 478 e. Totals 41-45% 13 2 5 5 29 2 3 0ill= 591 I 7.VERY LOW:46-50%OF MEDIAN a. Studio 2 470 2 456 4 463 b. 1 BR,1 BA 14 530 2 486 3 522 16 517 35 521 c. 2 BR,1 BA 12 579 9 561 4 541 3 569 28 566 d. 2 BR,2 BA 2 542 2 562 20 560 24 559 e. Totals46-50% 14- 4 7 2 48 9MN 4- 3 91iil, Total very low= 87 26 31 13 216 22 14 11 420 • Percent of total 63.97% 42.62% 64.58%1M 54.17% 59.67%M j 61.11%- 70.00%_68.75%- 59.74% 8.LOWER: 51-55%OF MEDIAN a. Studio 5 488 5 488 b. 1 BR,1 BA 11 567 1 526 1 539 9 562 22 562 c. 2 BR,1 BA 7 614 7 598 2 607 2 608 18 606 d. 2 BR,2 BA 1 607 3 614 9 611 13 611 e. Totals 51-55% 111=1 6 2 3 25 7 2- 2 58 9.LOWER:56-60%OF MEDIAN a. Studio 4 533 4 533 b. 1 BR,1 BA 5 633 2 599 4 594 8 608 19 610 c. 2 BR,1 BA 1 635 9 673 3 701 2 649 1 650 16 671 d. 2 BR,2 BA 3 678 3 664 11 673 17 672 e. Totals 56-60% 5 7 7 3- 28 3 2M' lb 56 01/022020 Page 6 of 11 Rpt#1 Multi-Family 12.19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT CALIFORNIA DESERT LAGUNA ONE QUAIL PALM "MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNIT: 16 UNITS 733 UNITS OCC AR . OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR v OCC AR OCC AR 10.LOWER:61-65%OF MEDIAN a. Studio 1 573 1 573 b. 1 BR,1 BA 7 670 2 656 11 659 20 663 c. 2 BR,1 BA 1 740 3 732 1 711 1 758 6 734 d. 2 BR,2 BA 7 723 7 723 e. Totals 61-65% 7 4 0.._ 0 21 1Eni 1 0 34 11.LOWER:66-70%OF MEDIAN a. Studio 1 772 1 772 b. 1 BR,1 BA 6 873 1 844 5 871 12 869 c. 2 BR,1 BA 2 889 1 945 1 945 4 917 d. 2 BR,2 BA l 1 1,006 2 951 3 969 e. Totals 66-70% 6 2® 0 1_ 9_ 1 1_ 0_ 20 12.LOWER:71-75%OF MEDIAN a. Studio 1 772 1 772 b. 1 BR,1 BA 3 910 4 879 7 892 c. 2 BR,1 BA 1 1,067 3 1,046 4 1,051 d. 2 BR,2 BA 2 1,060 1 1,020 4 1,041 7 1,043 e. Totals 71-75% 3 1 3 r 1 11 0 lid 0 0 19 13.LOWER:76-80%OF MEDIAN a. Studio 3 735 3 735 b. 1 BR,1 BA 8 872 2 906 6 884 16 881 c. 2 BR,1 BA 1 1,143 1 1,140 2 1,142 d. 2 BR,2 BA 7 1,104 7 1,104 e. Totals76-80% 8111_ I 5 0r_ 0I 14 1MIN 0 , 0 28 40 25 12 8 8 6 3 5 T• Percent of total 29.41% 40.98% 25.00% 33.33% 29.830% 36.11%l 131 30.00%Mi. 18.75%- 30.81% I 14.MODERATE:81-120%OF MEDIAN a. Studio 4 785 4 785 b. 1 BR,1 BA 8 907 4 926 1 920 13 896 26 905 c. 2 BR,1 BA 1 1,232 1 1,232 9 1,131 1 1,232 2 1,140 14 1,154 d. 2 BR,2 BA 1 1,232 4 1,126 3 1,171 16 1,103 24 1,120 Total moderate= 9 1068 IL Percent of total 6.62% 16.39% 10.42%li 12.50%.5! 3 38 1 0' 2�10.50% 2.78% 0.00% 12.50% 9.67% 15.Total units occupied: 136 61 48 24 362 36 20 16 703 16.Occupancy rate= 96% 95% 100% 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 98% 1 01/022020 Page 7 of 11 Rpt#1 Multi-Family 12.19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: Dec-19 REPORT DATE: 1/2/2020 REPORTED BY: TERESA VAKILI CANDLEWOOD CARLOS CATALINA LA ROCCA LAS SERENAS PUEBLOS SAGE CREST TOTALS "SENIOR PROPERTIES" ORTEGA VILLAS SR. 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 1.VERY LOW:20%OF MEDIAN a. Studio 2 219 4 138 3 106 9 145 b. 1 BR,1 BA 3 153 1 149 2 163 6 156 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 20% 3 2 5 0..1_ 5 0 0_ 15 2.VERY LOW:21-25%OF MEDIAN a. Studio 10 277 9 190 18 217 37 227 b. 1 BR,1 BA 4 202 2 212 5 255 8 224 1 224 1 197 21 225 c. 2 BR,1 BA 2 221 2 221 d. 2 BR,2 BA 0 - e. Totals 21-25% 6 10- 11- 5- 26 1 1- 60 3.VERY LOW:26-30%OF MEDIAN a. Studio 5 343 12 249 10 259 27 270 b. 1 BR,1 BA 1 273 4 285 5 329 5 264 15 292 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 26-30% 1 5 16 5 10 0 5 42 4.VERY LOW:31-35%OF MEDIAN a. Studio 6 392 6 290 9 333 21 338 b. 1 BR,1 BA 3 329 5 323 3 380 6 384 3 341 1 307 21 351 c. 2BR,1BA 0 - d. 2 BR,2 BA 0 - e. Totals 31-35% 3 6 11- 3 15 3 1_ 42 5.VERY LOW:36-40%OF MEDIAN a. Studio 6 443 6 332 12 384 24 386 b. 1 BR,1 BA 1 369 1 493 3 378 6 423 9 400 3 382 2 385 25 402 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 36-40% 1 7_ 9_ 6- 21 3- 2_ 49 ME 6.VERY LOW:41-45%OF MEDIAN a. Studio 5 506 4 379 15 440 24 443 b. 1 BR,1 BA 5 436 1 555 3 443 2 473 5 483 2 443 18 462 c. 2BR,1BA 0 - d. 2 BR,2 BA 0 - e. Totals 41-45% 5 6 7 2 20 2 0 4211_ 7.VERY LOW:46-50%OF MEDIAN a. Studio 5 577 3 464 10 519 18 526 b. 1 BR,1 BA 1 529 2 653 1 529 2 561 5 574 1 533 1 486 13 567 c. 2 BR,1 BA 1 576 1 576 d. 2 BR,2 BA 0 - e. Totals 46-50% 2 II.. 7- 4- 2 IMMI 15 I 1! A 1_ 32 Total very low= 21 43 63 23 112 10 10 282 Percent of total 77.78% 59.72% 87.50% 85.19% 75.17% 66.67%E . 71.43% 75.00% 8.LOWER:51-55%OF MEDIAN a. Studio 7 618 5 552 12 591 b. 1 BR,1 BA 1 569 2 699 2 569 3 627 3 549 2 543 13 594 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 51-55% 1 9 2 0 8 3 2_ 25 9.LOWER:56-60%OF MEDIAN a. Studio 6 678 3 605 9 653 b. 1 BR,1 BA 3 627 2 740 2 608 1 637 4 660 2 631 1 581 15 646 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 56-60% 3 8 2 1 7 2 I 1 1M 24 01/0212020 Page 8 of 11 Rpt 0/Senior 12.19 REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT CANDLEWOOD CARLOS CATALINA LA ROCCA LAS SERENAS PUEBLOS SAGE CREST TOTALS "SENIOR PROPERTIES" ORTEGA VILLAS SR. 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 10.LOWER:61-65%OF MEDIAN a. Studio 4 734 6 675 10 699 b. 1 BR,1 BA 1 643 1 692 3 727 5 703 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 61-65% 1 4 OK_ 1 9 0 0- 15 11.LOWER:66-70%OF MEDIAN a. Studio 3 958 1 709 1 910 5 898 b. 1 BR,1 BA 1 906 1 906 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 66-70% 0 3 2 0 1 0 0 12.LOWER:71-75%OF MEDIAN a. Studio 2 926 1 709 1 920 4 870 b. 1 BR,1 BA 1 905 1 905 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 71-75% 0 2 1 1 1 0 0- 13.LOWER:76-80%OF MEDIAN a. Studio 2 926 1 709 3 900 6 877 b. 1 BR,1 BA 1 1,140 1 906 2 1,023 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 0 - e. Totals 76-80% 07 2 111.1117 0 4111 0- 1_ Total lower= 5 28 8 3 30 5 4 83 Percent of total 18.52% 38.89%- 11.11% 11.11%_ 20.13% 33.33%� 28.57%_ 22.07% 14.MODERATE:81-120%OF MEDIAN a. Studio 1 709 4 891 5 854 b. 1 BR,1 BA 1 916 1 905 3 1,066 5 1,004 c. 2 BR,1 BA 0 - d. 2 BR,2 BA 1 1,232 1 1,232 Total moderate= 1- 1 ",,, 1 1- 7- 0 0'i 11 Percent of total 3.70% 1.39% 1.39% 3,70% 4.70% 0.00% 0.00% 2.93%! 15.Total units occupied: 27 72 72 27 149 15 14 376 16.Occupancy rate= 90% 99% 100% 100% 99% 100% 100% 99% NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total renta income of that unit type at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under consUrenov II 99% II 01/02/2020 Page 9 of 11 Rpt P1 Senior 12.19 REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH: Dec-19 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili REPORT DATE: 1/2/2020 CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733 REVENUE VERY LOW Up to 50% Occupied units 87 26 31 13 216 22 14 11 420 Total rental income 31,470 7,634 11,519 5,316 81,285 9,658 6,335 4,086 157,303 Per occupied unit 362 294 372 409 376 439 453 371 375 LOWER:51%-->80% Occupied units 40 25 12 8 108 13 6 3 215 Total rental income 29,037 16,256 8,448 5,860 80,713 9,085 4,215 1,866 155,480 Per occupied unit 726 650 704 733 747 699 703 622 723 MODERATE:81%-->120% Occupied units 9 10 5 3 38 1 - 2 68 Total rental income 8,488 9,308 5,424 3,513 39,475 1,232 2,280 69,720 Per occupied unit 943 931 1,085 1,171 .039 1,232 1.i A 0 1.025 Summary Income: Rental 68,995 33,198 25,391 14,689 201,473 19,975 10,550 8,232 382,503 Other Income: Laundry - - - 661 2,878 - - - 3,539 Other - (3,646) (351) (980)_ 9,351 (652) (511) 600 3,811 Total Operating Income 68,995 29,552 25,040 14,370 213,702 19,323 10,039 8,832 389,853 Occupied Units 136 61 48 24 362 36 20 16 703 Income per occupied unit 507 484 522 599 590 537 502 552 555 EXPENSES Operating Expenses: Payroll 19,009 9,180 9,594 4,078 55,285 5,368 1,574 3,116 107,205 Per occupied unit 140 150 200 170 153 149 79 195 152 Administrative 6,137 3,505 2,693 1,446 20,476 1,579 919 1,574 38,329 Per occupied unit 45 57 56 60 57 44 46 98 55 Advertising/Promotion - 36 66 36 63 - - 36 235 Per occupied unit - 1 1 1 0 - - 2 0 Contract Services 4,911 1,827 2,180 1,120 17,208 1,170 1,240 880 30,537 Per occupied unit 36 30 45 47 48 33 62 55 43 Utility Services 5,093 1,558 3,261 1,715 14,788 938 490 775 28,617 Per occupied unit 37 26 68 7 I 41 26 25 48 41 Maintenance 12,356 3,213 5,955 1,204 46,602 2,455 1,412 1,592 74,791 Per occupied unit 91 53 124 50 129 68 71 100 137 Replacement expense 1,124 - 680 - 1,283 45,505 - 737 49,329 Per occupied unit 8 - 14 - 4 1,264 - 46 73 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 48,630 19,317 24,429 9,599 155,706 57,015 5,636 8,710 329,042 Per occupied unit 358 317 509 400 430 1,584 282 544 468 Summary Revenue and Expenses Total Operating Income 68,995 29,552 25,040 14,370 213,702 19,323 10,039 8,832 389,853 Total Operating Expenses 48,630 19,317 24,429 9,599 155,706 57,015 5,636 8,710 329,042 Monthly Net Operating Income 20,365 10,235 612 4,771 57,995 (37,692) 4,403 122 60,811 Per occupied unit 15(1 '168 13 196 160 (1,047) 8 87 FYTD Net Operating Income" 84,343 32,872 11,703 21,393 377,831 40,203 13,448 (309) 581,484 I Previous Fiscal Year NOI(6/30/2019)* 197,497 1 46,658 1 (42,268)1 6,351 1 566,303 1 67,200 1 16,742 1 1,583 I 860,065 •For comparison purposes,Net Operating Income 1TD excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDHA revenue). 01(02/2020 Page 10 of 11 Rpt#2 Multi-Family 12.19 REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH: Dec-19 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili REPORT DATE: 1/2/2020 CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS OF OCCUPANT UNITS 30 73 72 27 150 15, 14 381 REVENUE VERY LOW: Up to 50% Occupied units 21 43 63 23 112 10 10 282 Total rental income 6,623 17,702 18,210 8,666 39,516 3,811 3,080 97,608 Per occupied unit 315 412 289 377 353 381 308 346 LOWER: 51%-->80% Occupied units 5 28 8 3 30 5 4 83 Total rental income 3,093 20,786 5,387 2,234 24,837 2,907 2,394 61,817 Per occupied unit 619 742 673 745 828 581 598 745 MODERATE:81%-->120% Occupied units 1 1 1 1 7 - - 11 Total rental income 916 1,232 709 905 6,762 10,524 Per occupied unit 916 1,232 709 905 957 Summary Income: Rental 10,632 39,720 24,306 11,805 71,115 6,718 5,653 169,949 Other Income: Laundry - - 163 103 802 - - 1,068 Other 1,425 260 (34) 729 866 - 720 3,966 Total operating income 12,057 39,980 24,435 12,637 72,783 6,718 6,373 174,983 Occupied Units 27 72 72 27 149 15 14 376 Income per occupied unit 447 555 339 468 486 448 455 465 EXPENSES Operating Expenses: Payroll 4,559 13,485 8,432 4,166 15,507 2,483 1,574 50,206 Per occupied unit 169 187 117 154 104 166 112 134 Administrative 1,295 3,383 3,173 1,165 8,877 1,400 641 19,933 Per occupied unit 48 47 44 3 60 46 53 Advertising/promotion - 166 128 19 134 - - 447 Per occupied unit 2 2 1 - - 1 Contract services 4,005 2,413 2,858 1,505 4,405 530 425 16,141 Per occupied unit 148 34 40 56 30 35 30 43 Utility services 1,370 1,644 2,762 21,767 4,112 409 359 32,422 Per occupied unit 51 23 38 806 28 26 86 Maintenance 3,300 1,383 3,806 634 2,687 520 283 12,614 Per occupied unit 122 19 53 23 18 35 20 34 Replacement expense 21,604 2,938 1,052 713 5,300 1,543 - 33,151 Per occupied unit 800 41 15 26 36 88 Capital expense - - - - - - - - Per occupied unit - - - Total Operating Expenses 36,133 25,411 22,210 29,970 41,022 6,885 3,282 164,914 Per occupied unit 1,338 353 308 .,110 275 459 234 43S Summary Revenue and Expenses Total Operating Income 12,057 39,980 24,435 12,637 72,783 6,718 6,373 174,983 Total Operating Expenses 36,133 25,411 22,210 29,970 41,022 6,885 3,282 164,914 Monthly Net Operating Income (24,076) 14,569 2,225 (17,333) 31,761 (167) 3,091 10,069 Per occupied unit (892) 202 31 (642) 213 (1 1) 27 FYTD Net Operating Income* (20,245) 84,473 (13,771) (7,086) 172,894 (3,889) 1,228 I 213,604 I Previous Fiscal Year NOI(6/30/2019)* (24,539) 112,146 (78,769) (8,791) 345,108 (20,036) (9,311)1 315,808 •For comparison purposes,Net Operating Income 0T0 excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDHA revenue) 01/02/2020 Page 11 of 11 Rpt#2 Senior 12.19 Palm Desert Housing Authority Project Report January 2020 California Villas-141 Units 77-107 California Drive • Completed four(4)make ready units which includes painting,cleaning and maintenance • Repaired and refinished tub in bathroom of unit#G-2 • Replaced cracked window in unit#F-20 • Moisture cleanup and test in unit#G-12,test result negative • Annual fire extinguisher inspection • Detailed office,clubhouse,restrooms and laundry room • Cleaned and detailed pool,dumpsters and enclosures 12/31/19 #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 3/3 0 0 Candlewood-30 Units 74-000 Shadow Mountain Drive • Completed one(1)make ready unit which includes painting,cleaning and maintenance • Renovation for unit#17 was completed • Cleaned ducts in unit#12,previous resident was a smoker • Cleaned debris and leaves around parking lots and carports • Cleaned and detailed elevator,pools,laundry room,dumpsters and enclosures 12/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 22 0/0 1/0 2 4 Carlos Ortega Villas—73 Units 77-915 Avenue of the States • Completed one(1)make ready unit which includes painting,cleaning and maintenance • Replaced broken washer in laundry room for Building 9 • Reset fire alarm phone lines,alarm panel made noise • Detailed clubhouse,office and pool • Cleaned debris and leaves around sidewalks,parking lots and carports 12/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 14 0/0 1/0 0 0 1 Palm Desert Housing Authority Project Report January 2020 Catalina Gardens-72 Units 73-600 Catalina Way • Completed one(1)make ready unit which includes painting,cleaning,and maintenance • Checked all fire extinguishers • Detailed office,clubhouse,pool,restrooms,mailboxes and laundry room • Cleaned debris and leaves around walkways,carports,dumpster and enclosures 12/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 26 0/0 0/0 0 0 Desert Pointe-64 Units 43-805 Monterey Avenue • Completed one(1)make ready unit which included painting,cleaning,and maintenance • Tree trimming throughout the property • Cleaned and detailed pool area • Cleaned debris and leaves around walkways,dumpster area,parking lots and carports 12/31/19 #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) 4 0/1 0/0 1 0 Laguna Palms-48 Units 73-875 Santa Rosa Way • Replaced common area lightings and interior lightings in the office through Edison's Multi Family Common Area Measures Program • Repaired light post between units#39 and#44 • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed laundry,pool area,dumpsters and enclosures 12/31/19 #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 January 2020 La Rocca Villas-27 Units 72-135 Golden Eagle Lane • Replaced broken refrigerator in unit#42051,bad compressor • 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 12/31/19 #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 • Cleaned office,clubhouse,pool furniture,laundry and restrooms • A/C repair for unit#203,TXB valve was replaced • Replaced water heaters for units#201 and#233 • Irrigation repairs by Building G and J • Checked lighting throughout the property • Cleaned debris and leaves in carports and throughout the property • Cleaned and detailed pool decks,dumpsters and enclosures 12/31/19 #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) 73 0/0 0/0 0 0 Neighbors-24 Units 73-535 Santa Rosa Way • Cleaned and detailed pool,stairs,dumpsters and enclosures • De-webbed,cleaned debris and leaves throughout the property 12/31/19 #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 3 Palm Desert Housing Authority Project Report January 2020 One Quail Place-384 Units 72-600 Fred Waring Dr. • Completed six(6)make ready units which included painting,cleaning,and maintenance • Repaired and refinished tub in the bathroom of units#3007 and#3013 • Drywall repair in unit#2103,water damaged from bathroom leak • Drywall repair in the bathroom of unit#4203 caused from upstairs leak.Replaced overflow drain for upstairs shower. • Drywall repair in the living room of unit#2712,damaged from the roof leak. Roof was also repaired. • Roof repair for unit#3202 • Replaced fraying carpet in occupied unit#2105 • Scraped acoustic ceiling and texture in units#3506,#3508 and#3112,renovation is in progress • Repaired water filtration for the ponds,water overflowing • All four pool areas turf conversion complete • Removed shopping carts • De-webbed,cleaned debris and leaves throughout the property • Cleaned and detailed boiler area,pools,dumpsters and enclosures 12/31/19 #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) 156 1/0 1/1 7 4 Palm Village-36 Units 73-650 Santa Rosa Way • Detailed laundry • Cleaned and checked all light fixtures throughout the property • Cleared rain drains,routine maintenance • Cleaned and detailed stairs,dumpster areas and enclosures 12/31/19 #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 Pueblos-15 Units 73-695 Santa Rosa Way • Routine monthly inspection of fire extinguishers • Repaired door and replaced knob in the laundry room,damaged from the break-in • Cleaned laundry room and mailboxes • Cleaned and detailed pool,pool furniture,dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout property 12/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 12 0/0 0/0 0 0 4 Palm Desert Housing Authority Project Report January 2020 Sage Crest Senior-14 Units 73-811 Santa Rosa Way • 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 12/31/19 #of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 12 0/0 0/0 0 0 Santa Rosa—20 Units 73-625 Santa Rosa Way • Completed one(1)make ready unit which included painting,cleaning,and maintenance • Detailed laundry room • Cleaned stairs throughout property • De-webbed,cleaned debris and leaves around parking lots,dumpster area and enclosures 12/31/19 #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 Taos Palms-16 Units 44-830 Las Palmas • Completed one(1)make ready unit which included painting,cleaning,and maintenance • Irrigation repair by unit#10 • 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 12/31/19 #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 0 0 12/31/19 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) 395 1/1 6/4 10 8 5