HomeMy WebLinkAbout2021-06-02 HC Regular Meeting Agenda Packet PALM DESERT HOUSING AUTHORITY
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AGENDA
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WEDNESDAY, JUNE 2, 2021
(VIRTUAL MEETING)
3:30 P.M.
CITY OF PALM DESERT, CALIFORNIA
I. CALL TO ORDER
II. ROLL CALL
III. ORAL COMMUNICATIONS
Note: In consideration of the current Coronavirus/COVID-19 Pandemic and
pursuant to the Governor's Executive Orders, Commissioners may participate
via Virtual Meeting.
Any person wishing to discuss any item not otherwise on the agenda has the following
options for remote public participation:
Public comment may be received by email or voicemail from the time the agenda is posted
up until one (1) hour prior to the posted time of meeting convening (2:30 p.m.).
Emails may be sent to housing@cityofpalmdesert.org. Voicemails may be left at (760)
776-6412 and may not exceed three (3) minutes in length. Emails and/or voicemails
received will be read into the record, if the sender so requests.
Because the Brown Act does not allow the Housing Commission to take action on
items not on the agenda, Commissioners will not enter into discussion but may briefly
respond or instead refer the matter to staff for report and recommendation at a future
Housing Commission meeting.
Reports and documents relating to each of the following items listed on the
agenda, including those received following posting/distribution, are on file in
the Office of the Department of Development Services and are available for
public inspection. Please contact (760) 346-0611, Extension 412, at least 24
hours in advance for assistance with access to any of the Agenda, materials, or
remote participation.
AGENDA
REGULAR HOUSING COMMISSION MEETING — VIRTUAL JUNE 2, 2021
IV. CONSENT CALENDAR
A. MINUTES of the Virtual Regular Housing Commission meeting of May 5, 2021.
Rec: Approve as presented.
Action:
V. ACTION ITEMS
A. REQUEST FOR CONSIDERATION of a recommendation to authorize RPM
Company to Enter into a Month to Month Lease Renewal Agreement with WASH
Multifamily Laundry Systems, LLC, to Provide Continued Laundry Services at the
Housing Authority Properties.
Rec: By Minute Motion, approve a recommendation to authorize RPM Company
to Enter into a Month to Month Lease Renewal Agreement with WASH
Multifamily Laundry Systems, LLC, to Provide Continued Laundry Services
at the Housing Authority Properties.
Action:
VI. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
B. Commission Reports
• Summary of City Council and Housing Authority Actions
• 2021 Income Limits, published by the Department of Housing and Community
Development (HCD)
• Letter to Ryan Stendell, Final Form
C. RPM Company Monthly Reports for March 2021
• 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
• Palm Desert Housing Authority Project Report for April 2021
D. Update on the Home Improvement Program
ACTIVITY April 2021
Inquiries (Calls, Walk-Ins, Emails): 0
Applications Provided: 0
Applications Received: 0
2
AGENDA
REGULAR HOUSING COMMISSION MEETING — VIRTUAL JUNE 2, 2021
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)
VII. ADJOURNMENT
I hereby certify under penalty of perjury under the laws of the State of California that the
foregoing agenda for the Housing Commission was posted on the City Hall bulletin board not
less than 72 hours prior to the meeting. Dated this 27th day of May 2021.
M e l i.-vt cv Go-nilefatezi,/
Melinda Gonzalez, Recording Secretary
3
PALM DESERT HOUSING AUTHORITY
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•�'Q4T zw0:;r' WEDNESDAY, MAY 5, 2021
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(VIRTUAL MEETING)
3:30 P.M.
CITY OF PALM DESERT, CALIFORNIA
I. CALL TO ORDER
Chair Buller called the meeting to order at 3:30 p.m.
II. ROLL CALL
Commissioners Current Meeting Year to Date
Present Absent Present Absent
Jann Buller, Chair X 4
Dennis Guinaw, Vice Chair X 4
Donna Ault X 4
Greg Ballard X 3 1
Juan Mireles X 4
Melody Morrison X 4
Also Present:
Kathleen Kelly, City Council Member Liaison
Andy Firestine, Assistant City Manager
Eric Ceja, Deputy Director of Development Services
Jessica Gonzales, Senior Management Analyst
Teresa Vakili, RPM Company Vice President
Melinda Gonzalez, Recording Secretary
Claudia Jaime, Management Specialist II
Doug Lothes, Temporary Assistant
III. ORAL COMMUNICATIONS
Senior Management Analyst, Jessica Gonzales, advised the Commission no
comments or inquiries were received by email or voicemail, nor were any requests for
public participation received for the meeting.
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL MAY 5, 2021
Mrs. Gonzales provided introduction to Management Specialist II, Claudia Jaime, who
will soon be part of the Housing Division and the new recording secretary for the
Housing Commission.
IV. CONSENT CALENDAR
A. MINUTES of the Virtual Regular Housing Commission meeting of April 7, 2021.
Rec: Approve as presented.
Action:
Upon a motion by Vice Chair Guinaw, seconded by Commissioner Mireles, 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. ACTION ITEMS
A. REQUEST FOR CONSIDERATION of a recommendation to authorize the use of
named vendors for the Palm Desert Housing Authority ("Authority") by granting an
exception to the bidding requirements and approving the Authority Vendor List.
Senior Management Analyst, Jessica Gonzales, acknowledged the staff report
before the Commission and provided a presentation on the item. She invited
questions or comments regarding the item and recommendation, to which there
where none.
Upon a motion by Commissioner Mireles, seconded by Commissioner Ballard,
and a 6-0 vote of the Housing Commission a recommendation to authorize the use
of named vendors for the ("Authority") by granting an exception to the bidding
requirements and approving the Authority Vendor List was approved. (AYES: Ault,
Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT: None).
B. REQUEST FOR CONSIDERATION of a recommendation to authorize the use of
Lowe's Home Centers, Inc., Home Depot U.S.A., Inc., and HD Supply Facilities
Maintenance for Purchase of Materials, Supplies and Appliances for Palm Desert
Housing Authority Properties ("Authority") for FY 2021/2022.
Senior Management Analyst, Jessica Gonzales, acknowledged the staff report
before the Commission and provided a presentation on the item. She invited
questions or comments regarding the item and recommendation, to which there
where none.
Upon a motion by Commissioner Ballard, seconded by Commissioner Mireles,
and a 6-0 vote of the Housing Commission a recommendation to authorize the use
of Lowe's Home Centers, Inc., Home Depot U.S.A., Inc., and HD Supply Facilities
Maintenance for Authority Properties for FY 2021/2022 was approved. (AYES:
2
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL MAY 5, 2021
Ault, Buller, Ballard, Guinaw, Mireles, and Morrison; NOES: None; ABSENT:
None).
VI. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
Vice Chair Guinaw thanked staff for including the article on the replacement of the
boilers at One Quail Place in the Palm Desert Brightside newsletter.
B. Commission Reports
Chair Buller moved on to the next agenda item, the summary of City Council and
Housing Authority Actions. Senior Management Analyst, Jessica Gonzales,
advised the Commission there were no reportable actions from the City Council
and Housing Authority meetings since the last Housing Commission meeting.
Mrs. Gonzales proceeded to the next item regarding the draft letter of appreciation
for former Director of Community Development, Ryan Stendell. In response to a
request by Commissioner Mireles, Mrs. Gonzales stated staff could forward a copy
of the letter of appreciation for Mr. Stendell to the Housing Authority Board.
C. RPM Company Monthly Reports for February 2021
RPM Company Vice President, Teresa Vakili, acknowledged the RPM reports
provided to commissioners for the month of February 2021. Ms. Vakili reported in
the month of February 2021 RPM staff contacted 263 individuals on the interest
waitlist and processed 61 re-certifications. She stated the current occupancy rate
is at 98% for Authority properties. Ms. Vakili reported from February 2021 to May
4, 2021 RPM staff has completed 252 lease renewals. From February 2021 to the
current date there have been 33 move-ins and 30 move-outs for the Authority
properties collectively.
Ms. Vakili advised four HVAC units were replaced using the Southern California
Edison Energy Savings Assistance Program. She reported a slab leak at One
Quail Place which required residents to be transferred to a different unit to allow
repair of the leak. Ms. Vakili further reported that currently, approximately 60% of
the roof rehabilitation project at One Quail Place and 75% of the roof rehabilitation
project at Candlewood Apartments, has been completed.
In response to inquiry by Commissioner Morrison, Ms. Vakili stated Authority
properties do not have common area security cameras as the associated cost is
excessive and the cameras are unable to capture the entire property, which can
be a liability. Additionally, in the past camera equipment was vandalized repeatedly
causing an additional expense.
3
PRELIMINARY MINUTES
REGULAR HOUSING COMMISSION MEETING — VIRTUAL MAY 5, 2021
D. Update on the Home Improvement Program
ACTIVITY March 2021
Inquiries (Calls, Walk-Ins, Emails): 4
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)
Mrs. Gonzales provided a summary of the Home Improvement Program activity for
March 2021. She reported there are two applications which were determined
eligible. One applicant has work currently in progress to repair their roof. The
second applicant has had their application approved and is in the process of
getting their roof repair started.
In reply to inquiry by Vice Chair Guinaw, Mrs. Gonzales confirm applicants can
choose their own vendors but noted the vendor of their choosing must meet
licensing requirements as well as other criteria to be considered an eligible vendor.
Ms. Gonzales added staff recommends the solicitation of multiple vendors to the
applicant to ensure they are receiving the most economical option.
VII. ADJOURNMENT
With Commission concurrence, Chair Buller adjourned the meeting at 3:57 p.m.
M0i4A.d tv Gai' Le '
Melinda Gonzalez, Recording Secretary
4
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
HOUSING DEPARTMENT
MEETING DATE: June 10, 2021
PREPARED BY: Jessica Gonzales, Senior Management Analyst
REQUEST: Authorize RPM Company to Enter into a Month to Month Lease
Renewal Agreement with WASH Multifamily Laundry Systems, LLC, to
Provide Continued Laundry Services at the Housing Authority
Properties
Recommendation
By Minute Motion, that the Authority Board,
1) Authorize RPM Company to enter into a month to month lease renewal
agreement for a period of twelve (12) months with Wash Multifamily Laundry
Systems, LLC, in order to continue providing laundry services to the Housing
Authority properties, more commonly known as, California Villas, Candlewood,
Carlos Ortega Villas, Catalina Gardens, Desert Pointe, Laguna Palms, La Rocca
Villas, Las Serenas, Neighbors, One Quail Place, Palm Village, Pueblos, Santa
Rosa and Taos Palms.
Housing Commission Recommendation
The Housing Commission will review this recommendation at its regular meeting of June 2,
2021. Upon request, a verbal report will be provided at the Authority's regular meeting of
June 10, 2021.
Strategic Plan
This request does not apply to a specific strategic plan goal.
Background Analysis
RPM Company is authorized to enter into agreements as necessary to provide certain
services to the Housing Authority properties. RPM Company requested a proposal for
renewal options from WASH to continue providing laundry services at California Villas,
Candlewood, Carlos Ortega Villas, Catalina Gardens, Desert Pointe, Laguna Palms, La
Rocca Villas, Las Serenas, Neighbors, One Quail Place, Palm Village, Pueblos, Santa Rosa
and Taos Palms. WASH provided two (2) renewal options and RPM is recommending
option No. 2, until further negotiations can made and agreed to with WASH. The
recommended renewal lease agreement option provides a month to month term for a period
of twelve (12) months, maintains the current cost of $1.25 for wash and $0.75 for dryer, with
no new installations of washing machines or dryers. The Authority property will receive 90%
of the monies after the per machine, per month rate, which varies between $19.35 and
$26.10, depending on the property.
June 10, 2021 — STAFF REPORT
Housing Authority —Authorize RPM to enter into Lease Agreement with WASH
Page 2 of 2
Due to numerous incidents of vandalism that have occurred at the properties, RPM
requested proposals to include pay stations to eliminate cash in laundry rooms and an
opportunity for new machines. With the fluctuation of income generated by each of the
Authority properties, the income percentage split changes drastically. In order to arrive at
terms that will maintain the current cost to residents, consistent income percentage for the
Authority properties, and installation of the pay stations; RPM is recommending a month to
month lease renewal until such terms can be reached or a formal solicitation can be made
with other interested laundry service providers.
Based on no increase in the current wash and dry prices, staff recommends authorizing
RPM Company to enter into a month to month lease renewal agreement for laundry
services, as described above with WASH, for a period of twelve (12) months.
Fiscal Analysis
The fiscal impact to the Authority will be the same lease costs for the contractual services.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY
MANAGER
e7
N/A
Eric Ceja Andy Firestine
Counsel to the Interim Director of Janet M. Moore Assistant City
Authority Development Services Director of Finance Manager
Executive Director, L. Todd Hileman:
ATTACHMENTS:
1. RPM Letter
2. WASH Laundry Services Month-to-Month Lease Agreement (14 Lease Agreements,dated May 26,2021)
OFFICIAL INCOME LIMITS FOR 2021
NOTE 1: This chart is based on HCD and State CDBG/HOME published Income Limits operative as of: May 1 , 2021
NOTE 2: Actual income limits may be adjusted depending on funding source and housing program.
NOTE 3: Income Limits published by HUD may apply to specific programs and will superceed this chart.
Income eligibility limits based on the following number of persons in the family household
Income Category 1 2 3 4 5 6 7 8
Extremely Low 15,850 18,100 20,350 22,600 24,450 26,250 28,050 29,850
(CDBG ONLY)
Extremely low 16,600 19,000 21 ,960 26,500 31 ,040 35,580 40,120 44,660
Very Low 26,400 30,150 33,900 37,650 40,700 43,700 46,700 49,700
(CDBG ONLY)
Very low 27,650 31 ,600 35,550 39,500 42,700 45,850 49,000 52,150
Lower 31,680 36,180 40,680 45,180 48,840 52,440 56,040 59,640
(CDBG ONLY)
Low 44,250 50,600 56,901 63,200 68,300 73,350 78,400 83,450
Median 62,000 69,750 _dilM83,700 89,900 96,100 102,300
Moderate 65,100 74,400 83,700 93,000 100,450 107,900 115,300 122,750
HCD Qualifying requirements as set forth in Health &Safety Code 50093 Effective 4/26/21
CDBGIHOME Amounts to be used for CDBG and HOME funded programs Effective 7/1/2020
This information is to be used as a guide only and should not be dependent on final determination.
Income categories may not be mathematically related to each other and may differ depending on the funding source and housing program limits.
.. ... PRIM DESERT HOUSING IIUTDRITY
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73-5 I o FRED WARING DRIVE
brir y PALM DESERT, CALIFORNIA 92260-2578
¢'" TEL: 760 346-0611
infra n citcofpalmdt.sert.org
May 5, 2021
Mr. Ryan Stendell
Dear Ryan,
On behalf of the entire Palm Desert Housing Commission, we would like to express our sincere gratitude
for your remarkable efforts contributed during your time with the Palm Desert Housing Commission. We
appreciate all of the insight and support you have provided over the past several years since joining our
Commission.
We greatly appreciate having the opportunity to work with you, and commend you for the loyalty you
showed to the Palm Desert Housing Commission.
We would like to acknowledge your hard work and dedication towards making great successes of the Palm
Desert Housing Authority and every affordable housing community.
Thank you for all your contributions and all the little things you did each day. We look forward to hearing
about your future achievements.
Sincerely,
Jain Buller
Palm Desert Housing Commission Chair
cc: Palm Desert City Council
0 P I.nc HUMID PAPER
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Mar-21
REPORT DATE: 4/1/2021 TERESA VAKILI
"MULTI-FAMILY PROPERTIES" Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 5 5 5 6 7 7 7 8 10 7 6 4 2
c. Occupied Units 136 136 136 135 134 134 134 133 131 134 135 137 139
d. Pending Leases 3 3 4 4 4 3 5 4 6 1 3 2 2
e. Ending Occupied&Pre-leased 139 139 140 139 138 137 139 137 137 135 138 139 141
f. Down Units 2 2 4 3 3 4 4 3 3 3 3 1 0
g. Number of Wait List Contactees 15 45 135 98 82 128 204 87 68 152 89 80 68
h. Re-Cert Pkts Sent Out During Month 9 0 0 32 12 11 32 13 7 13 6 5 13
i. Number of Traffic Qualified 20 2 0 0 4 0 0 0 4 2 8 5 2
j. Number of Traffic Non-Qualified 5 0 0 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 2 2 2 1 1 1 2 3 3 3 3
c. Occupied Units 63 63 62 62 62 63 63 63 62 61 61 61 61
d. Pending Leases 0 0 1 0 1 0 0 0 0 _ 0 1 0 0
e. Ending Occupied&Pre-leased 63 63 63 62 63 63 63 63 62 61 62 61 61
f. Down Units 1 1 1 1 1 1 0 1 1 1 1 3 3
g. Number of Wait List Contactees 0 29 36 22 7 0 0 0 10 20 36 0 0
h. Re-Cert Pkts Sent Out During Month 2 3 6 8 6 5 2 7 5 7 5 1 3
i. Number of Traffic Qualified 5 3 7 10 7 10 9 7 8 6 15 12 11
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 2 1 2 2 0 0 1 2 2 1 2 1 1
c. Occupied Units 46 47 46 46 48 48 47 46 46 47 46 47 47
d. Pending Leases 1 0 1 2 0 0 0 0 0 0 0 0 1
e. Ending Occupied&Pre-leased 47 47 47 48 48 48 47 46 46 47 46 47 I 48
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 26 10 15 25 11 10 20 29 35 25 55 25 20
h. Re-Cert Pkts Sent Out During Month 3 4 5 5 4 5 2 4 3 2 5 2 2
i. Number of Traffic Qualified 3 2 1 1 4 3 0 0 4 2 9 25 20
1 Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24
b. Vacant Units 0 0 0 0 0 0 0 0 1 1 1 1 1
c. Occupied Units 24 24 24 24 24 24 24 24 23 23 23 23 23
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 24 24 24 24 24 24 24 24 23 23 23 23 23
f. Down Units 0 0 0 0 0 0 0 0 1 1 1 1 1
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 2 3 0 1 1 3 3 _1 4 1 1 0 2
i. Number of Traffic Qualified 3 0 6 5 6 10 8 6 7 4 7 8 9
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
One Quail Place
a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384
b. Vacant Units 14 16 12 14 18 16 16 14 10 12 12 6 5
c. Occupied Units 370 368 372 370 366 368 368 370 374 372 372 378 379
d. Pending Leases 1 0 2 1 2 1 1 1 0 1 12 7 5
e. Ending Occupied&Pre-leased 371 368 374 371 368 369 369 371 374 373 384 385 384
f. Down Units 11 11 9 7 5 6 3 1 0 0 1 2 2
g. Number of Wait List Contactees 46 64 83 40 35 170 1 194 1 58 148 138 94 16 27
h. Re-Cert Pkts Sent Out During Month 29 36 21 23 24 29 23 27 29 27 28 29 37
i. Number of Traffic Qualified _ 79 60 66 86 89 79 57 82 72 53 76 61 92
j. Number of Traffic Non-Qualified 2 1 1 2 3 5 1 2 1 1 5 1 1
04/01/2021 Page 1 of 11 MOS Multi-Family 3.21
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES" Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 2 2 3 2 2 3 3 3 3 2 1 1 3
c. Occupied Units 34 34 33 34 34 33 33 33 33 34 35 35 33
d. Pending Leases 1 1 1 2 1 2 0 4 2 2 0 0 0
e. Ending Occupied&Pre-leased 35 35 34 36 35 35 33 37 35 36 35 35 33
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 18 10 18 16 35 42 52 33 30 40 50 40 20
h. Re-Cert Pkts Sent Out During Month 4 0 3 3 1 1 1 4 2 2 1 1 1
i. Number of Traffic Qualified 1 0 0 1 1 2 0 0 2 1 25 8 20
j. Number of Traffic Non-Qualified 0 0 1 0 0 0 0 0 0 0 0 0 0
Santa Rosa
a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20
b. Vacant Units 1 1 1 0 0 0 0 0 0 0 0 0 1
c. Occupied Units 19 19 19 20 20 20 20 20 20 20 20 20 19
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 19 19 19 20 20 20 20 20 20 20 20 20 19
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 9 7 5 0 0 0 0 0 0 0 0 0 20
h. Re-Cert Pkts Sent Out During Month 4 1 0 0 2 1 1 1 1 1 5 2 0
i. Number of Traffic Qualified 0 0 0 0 1 0 0 0 2 0 0 2 15
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 1 1 0 0 0 1 1 0 0 0 0 1
c. Occupied Units 15 15 15 16 16 16 15 15 16 16 16 16 15
d. Pending Leases 0 0 1 0 0 0 0 1 0 0 0 0 0
e. Ending Occupied&Pre-leased 15 15 16 16 16 16 15 16 16 16 16 16 15
f. Down Units 1 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 10 19 11 0 0 0 12 12 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 3 2 0 0 0 1 2 1 1 1 2 0 2
i. Number of Traffic Qualified 3 0 6 5 6 2 0 6 7 4 6 7 7
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 26 27 26 26 29 27 29 29 28 26 25 16 17
c. Occupied Units 707 706 707 707 704 706 704 704 705 707 708 717 716
d. Pending Leases 6 4 10 9 8 6 6 10 8 4 16 9 8
e. Ending Occupied&Pre-leased 713 710 717 716 712 712 710 714 713 711 724 726 724
f. Down Units 14 14 14 11 9 11 7 5 5 5 6 7 6
g. Number of Wait List Contactees 124 184 303 201 170 350 482 219 291 375 324 161 155
h. Re-Cert Pkts Sent Out During Month 56 49 35 72 50 56 66 58 52 54 53 40 _ 60
i. Number of Traffic Qualified 114 67 86 108 118 106 74 101 106 72 146 128 176
j. Number of Traffic Non-Qualified 7 1 2 2 3 5 1 2 1 1 5 1 1
04/01/2021 Page 2 of 11 MOS Multi-Family 3.21
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Mar-21
REPORT DATE: 4/1/2021 TERESA VAKILI
"SENIOR PROPERTIES" Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 0 0 1 1 1 1 0 0 0 0 0
c. Occupied Units 29 29 30 30 29 29 29 29 30 30 30 30 30
d. Pending Leases 1 0 0 0 0 0 1 1 0 0 0 0 0
e. Ending Occupied&Pre-leased 30 29 30 30 29 29 30 30 30 30 30 30 30
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 16 16 25 23 37 16 16 8 0 7 12 5 16
h. Re-Cert Pkts Sent Out During Month 4 4 7 2 4 2 3 3 3 3 3 1 2
i. Number of Traffic Qualified 2 1 0 0 0 0 0 i 0 0 0 3 0 8
j. Number of Traffic Non-Qualified 0 0 0 0 2 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 1 0 0 0 0 0 1 1 0 0 2 2 1
c. Occupied Units 72 73 73 73 73 73 72 72 73 73 71 71 72
d. Pending Leases 1 0 0 1 1 2 2 2 0 0 1 2 1
e. Ending Occupied&Pre-leased 73 73 73 74 74 75 74 74 73 73 72 73 73
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 35 64 27 50 34 65 27 47 21 18 46 30 34
h. Re-Cert Pkts Sent Out During Month 7 8 9 7 8 5 8 1 4 1 5 5 8
i. Number of Traffic Qualified 27 23 7 1 1 3 4 18 10 5 11 14 20
j. Number of Traffic Non-Qualified 3 3 2 7 5 3 10 7 5 6 7 7 6
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 2 2 1 3 4 6 4 4 3 0 1 1 3
c. Occupied Units 70 70 71 69 68 66 68 68 69 72 71 71 69
d. Pending Leases 0 1 0 0 0 1 1 1 2 0 0 0 2
e. Ending Occupied&Pre-leased 70 71 71 69 68 67 69 69 71 72 71 71 71
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 28 36 51 26 26 22 30 22 28 8 19 18 37
h. Re-Cert Pkts Sent Out During Month 7 2 11 4 7 18 4 3 5 5 3 5 3
i. Number of Traffic Qualified 2 2 0 2 1 3 2 3 2 1 6 2 8
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 2 1 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 0 0 0 0 0 0 0 0 1 0 0 0
c. Occupied Units 27 27 27 27 27 27 27 27 27 26 27 27 27
d. Pending Leases 0 0 0 0 0 0 0 0 0 1 0 0 0
e. Ending Occupied&Pre-leased 27 27 27 27 27 27 27 27 27 27 27 27 27
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 15 0 0 0 25 0 0 0
h. Re-Cert Pkts Sent Out During Month 4 3 2 4 1 2 0 3 1 1 1 2 4
i. Number of Traffic Qualified 28 0 9 15 13 9 13 17 6 8 18 14 13
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 2 3 3 2 3 7 6 5 1 1 1
c. Occupied Units 149 149 148 147 147 148 147 143 144 145 149 149 149
d. Pending Leases 0 0 1 0 0 1 0 4 5 3 1 1 0
e. Ending Occupied&Pre-leased 149 149 149 147 147 149 147 147 149 148 150 150 149
f. Down Units 1 1 1 1 1 0 0 1 1 1 0 0 1
g. Number of Wait List Contactees 0 25 20 35 40 84 80 215 106 45 50 48 50
h. Re-Cert Pkts Sent Out During Month 7 8 20 19 13 12 17 6 7 5 15 3 6
i. Number of Traffic Qualified 29 12 23 37 29 26 30 44 14 24 40 36 32
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
04/01/2021 Page 3 of 11 MOS Senior 3.21
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES" Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21
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 1 0 0 0 0 0 0 0 1
c. Occupied Units 15 15 15 14 14 15 15 15 15 15 15 15 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 1
e. Ending Occupied&Pre-leased 15 15 15 14 14 15 15 15 15 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 2 0 11 7 3 3 3 3 2 7 1 10
h. Re-Cert Pkts Sent Out During Month 2 2 0 3 6 2 2 2 0 0 1 2 2
i. Number of Traffic Qualified 0 0 0 0 1 0 0 0 0 1 2 0 5
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 1 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 1 1 1 0 0
c. Occupied Units 14 14 14 14 14 14 14 14 13 13 13 14 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied&Pre-leased 14 14 14 14 14 14 14 14 13 13 13 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 25 11 2 0 0
h. Re-Cert Pkts Sent Out During Month 0 0 0 3 3 3 1 1 0 1 1 3 1
i. Number of Traffic Qualified 0 0 0 0 0 0 0 0 0 0 2 1 0
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 5 4 3 7 9 9 9 13 10 7 5 4 6
c. Occupied Units 376 377 378 374 372 372 372 368 371 374 376 377 375
d. Pending Leases 2 1 1 1 1 4 4 8 7 4 2 3 4
e. Ending Occupied&Pre-leased 378 378 379 375 373 376 376 376 378 378 378 380 379
f. Down Units 1 1 1 1 1 0 0 1 1 1 0 0 1
g. Number of Wait List Contactees 79 143 123 145 144 205 156 295 183 116 136 102 147
h. Re-Cert Pkts Sent Out During Month 31 27 49 42 42 44 35 19 20 16 29 21 26
i. Number of Traffic Qualified 88 38 39 55 45 41 49 82 32 39 82 67 86
j. Number of Traffic Non-Qualified 3 3 2 7 7 3 11 9 6 6 7 7 6
04/01/2021 Page 4 of 11 MOS Senior 3.21
MONTHLY OCCUPANCY
AND AVERAGE RENT
SUMMARY SHEET
Multi-Family Complexes
No. of Units Average Mo. Rent
Extremely Low
0-30% 186 297
Very Low
31-50% 249 493
51-80% 205 771
Moderate
81%-120% 76 1,255
Total 716 704
Senior Complexes
No. of Units Average Mo. Rent
Extremely Low 126 263
0-30%
Very Low 172 460
31-50%
Low 61 767
51-80%
Moderate 16 1,076
81%-120%
Total 375 642
HOUSEHOLD SIZE
AM % 1 2 3 4
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 10,540 220 12,050 251 13,550 282 15,060 314
25% 13,175 274 15,063 314 16,938 353 18,825 392
30% 15,850 330 18,100 377 21,720 453 26,200 546
35% 18,445 384 21,088 439 23,713 494 26,355 549
40% 21,080 439 24,100 502 27,100 565 30,120 628
45% 23,715 494 27,113 565 30,488 635 33,885 706
50% 26,400 550 30,150 628 33,900 706 37,650 784
55% 28,985 604 33,138 690 37,263 776 41,415 863
60% 31,620 659 36,150 753 40,650 847 45,180 941
65% 34,255 714 39,163 816 44,038 917 48,945 1,020
70% 36,890 922 42,175 1,054 47,425 1,186 52,710 1,318
75% 39,525 988 45,188 1,130 50,813 1,270 56,475 1,412
80% 42,200 1,055 48,200 1,205 54,250 1,356 60,250 1,506
85% 44,795 1,120 51,213 1,280 57,588 1,440 64,005 1,600
90% 47,430 1,186 54,225 1,356 60,975 1,524 67,770 1,694
95% 50,065 1,252 57,238 1,431 64,363 1,609 71,535 1,788
100% 52,700 1,318 60,250 1,506 67,750 1,694 I 75,300 I 1,883
105% 55,335 1,383 63,263 1,582 71,138 1,778 79,065 1,977
110% 57,970 1,449 66,275 1,657 74,525 1,863 82,830 2,071
115% 60,605 1,515 69,288 1,732 77,913 1,948 86,595 2,165
120% 63,250 1,581 72,300 1,808 81,300 2,033 90,350 2,259
Riverside County Income Eligibility as of 7/1/2020. Monthly rent is exclusive of Utility Allowance.
04/01/2021 Page 5 of 11 Summary Rpt#1
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Mar-21
REPORT DATE: 4/1/2021 REPORTED BY: TERESA VAKILI
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAOS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 3 170 3 170
b. 1 BR,1 BA 3 207 1 151 10 193 14 193
c. 2 BR,1 BA 1 45 4 160 2 224 1 169 8 163
d. 2 BR,2 BA 1 207 8 214 9 214
e. Totals 20% 3_ 4_ 1_ 1 22_ 2— 0— 1_ 34
2.VERY LOW:21-25%OF MEDIAN
a. Studio 5 220 5 220
b. 1 BR,1 BA 19 261 4 242 5 250 31 252 59 254
c. 2 BR,1 BA 4 257 7 266 2 271 1 235 1 278 15 263
d. 2 BR,2 BA 2 257 9 249 11 250
e. Totals 21-25% 19_ 9_ 9_ 2_ 47_ 2— 1— 1_ 90
3.VERY LOW:26-30%OF MEDIAN
a. Studio 0 -
b. 1 BR,1 BA 14 325 1 316 3 303 12 308 30 316
c. 2 BR,1 BA 2 378 4 371 3 358 3 359 2 365 14 366
d. 2 BR,2 BA 1 352 17 368 18 367
e. Totals 26-30% 14_ 1_ 5_ 1_ 33_ 3— 3— 2_ 62
4.VERY LOW:31-35%OF MEDIAN
a. Studio 3 344 3 344
b. 1 BR,1 BA 17 389 2 378 2 364 16 374 37 380
c. 2 BR,1 BA 2 419 2 428 2 413 1 413 1 366 8 412
d. 2 BR,2 BA 1 419 10 422 11 422
e. Totals 31-35% 17_ 5_ 4_ 1_ 28_ 2— 1— 1_ 59
5.VERY LOW:36-40%OF MEDIAN
a. Studio 3 384 1 399 4 388
b. 1 BR,1 BA 14 449 5 419 9 442 28 441
c. 2 BR,1 BA 3 470 9 477 3 499 1 431 16 477
d. 2 BR,2 BA 3 470 19 492 22 489
e. Totals 36-40% 14 8 4 3 37 3 1 0 70
6.VERY LOW:41-45%OF MEDIAN
a. Studio 2 454 1 404 3 437
b. 1 BR,1 BA 10 500 3 475 11 497 24 495
c. 2 BR,1 BA 2 528 7 529 6 550 2 496 2 496 19 529
d. 2 BR,2 BA 4 560 5 541 9 549
e. Totals 41-45% 10_ 2_ 6_ 4_ 23_ 6— 2— 2_ 55
7.VERY LOW:46-50%OF MEDIAN
a. Studio 4 490 4 490
b. 1 BR,1 BA 11 578 2 567 9 551 22 566
c. 2 BR, 1 BA 1 631 9 634 3 633 4 593 1 631 18 624
d. 2 BR,2 BA 2 631 19 620 21 621
e. Totals 46-50% 11_ 6_ 1 WV 2 AI 37_ 3— 4— 1_ 65
Total very low= 88 35 30 14 227 21 12 8 435
• Percent of total 63.31% 57.38% 63.83%i i 60.87% - 59.89% 63.64% 63.16% 53.33% 60.75%
8.LOWER: 51-55%OF MEDIAN
a. Studio 1 564 1 564
b. 1 BR,1 BA 6 637 2 605 5 602 13 619
c. 2 BR,1 BA 1 693 1 701 10 678 5 681 2 661 1 701 20 680
d. 2 BR,2 BA 10 686 10 686
e. Totals 51-55% 6 2 3 0 25 5 2 1_ 44
9.LOWER:56-60%OF MEDIAN
a. Studio 1 619 1 619
b. 1 BR,1 BA 7 711 2 655 1 700 12 681 22 689
c. 2 BR,1 BA 3 745 8 763 3 750 4 729 18 750
d. 2 BR,2 BA 4 752 7 732 11 739
e. Totals 56-60% 7_ 3_ 4_ 4_ 27_ 3— 4— 0_ 52
04/01/2021 Page 6 of 11 Rpt#1 Multi-Family 3.21
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
CALIFORNIA DESERT LAGUNA ONE QUAIL PALM
"MULTI-FAMILY" VILLAS POINTE PALMS NEIGHBORS PLACE VILLAGE SANTA ROSA TAGS PALMS TOTALS
141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR q
10.LOWER:61-65%OF MEDIAN
a. Studio 2 674 2 674
b. 1 BR,1 BA 9 757 1 675 14 740 24 744
c. 2 BR,1 BA 1 834 3 821 1 758 4 779 9 797
d. 2 BR,2 BA 1 842 11 835 12 835
e. Totals 61-65% 9_ 4_ 0_ 1_ 28_ 1_ 0- 4_ 47
11.LOWER:66-70%OF MEDIAN
a. Studio 3 814 3 814
b. 1 BR,1 BA 3 965 3 912 6 939
c. 2 BR,1 BA 1 1,120 1 1,105 2 1,113
d. 2 BR,2 BA 1 1,006 4 1,092 5 1,075
e. Totals 66-70% 3 3 0 1 8 I 1 0 0 16 12.LOWER:71-75%OF MEDIAN
a. Studio 2 804 2 804 4 804
b. 1 BR,1 BA 7 963 5 946 12 956
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 1 1,085 4 1,122 5 1,114
e. Totals 71-75% 7 2 2 1 9 0 0 0Mm_ 21
13.LOWER:76-80%OF MEDIAN
a. Studio 1 835 1 835
b. 1 BR,1 BA 7 937 2 969 5 958 14 949
c. 2 BR,1 BA 1 1,214 2 1,223 1 1,208 4 1,217
d. 2 BR,2 BA 6 1,196 6 1,196
e. Totals 76-80% 7_ 3_ 1_ 0_ 13_ 1- 0- 0_ 25
Total lower= 39 17 10 7 110 11 6 5 205
• Percent of total 28.06% 27.87% 21.28% 30.43% 29.02% 33.33% 31.58% 33.33% 28.63%
14.MODERATE:81-120%OF MEDIAN
a. Studio 2 835 2 835
b. 1 BR, 1 BA 11 985 4 969 1 920 13 959 29 969
c. 2 BR, 1 BA 1 1,289 2 1,248 6 1,217 12 1,244 1 1,289 1 1,289 2 1,214 25 1,241
d. 2 BR,2 BA 1 1,289 2 1,215 17 1,224 20 1,227
Total moderate= 12 9 7 2 42 1 1 2- 76
Percent of total 8.63% 14.75% 14.89% 8.70% 11.08% 3.03% 5.26% 13.33% 10.61%
15.Total units occupied: 139 61 47 23 379 33 19 15 716
16.Occupancy rate= 99% 95% 98% 96% 99% 92% 95% 94% 98%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov I 98%
04/01/2021 Page 7 of 11 Rpt#1 Multi-Family 3.21
REPORT#1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH: Mar-21
REPORT DATE: 4/1/2021 REPORTED BY: TERESA VAKILI
CARLOS LA ROCCA SAGE CREST
"SENIOR PROPERTIES" CANDLEWOOD ORTEGA CATALINA VILLAS LAS SERENAS PUEBLOS SR TOTALS
30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
1.VERY LOW:20%OF MEDIAN
a. Studio 2 232 5 158 3 177 10 179
b. 1 BR, 1 BA 2 189 2 212 2 185 6 195
c. 2 BR, 1 BA 1 204 1 204
d. 2 BR,2 BA 0 -
e. Totals 20% 3 2 5MILII 2 5 0 0_ --* M.
2.VERY LOW:21-25%OF MEDIAN
a. Studio 10 300 11 214 22 242 43 248
b. 1 BR,1 BA 4 215 1 353 2 252 3 290 8 254 1 255 2 232 21 254
c. 2 BR,1 BA 1 229 1 229
d. 2 BR,2 BA 0 -
e. Totals 21-25% 57 11 13 3 30 1 2M.. 65
3.VERY LOW:26-30%OF MEDIAN
a. Studio 7 362 10 273 6 293 23 305
b. 1 BR, 1 BA 5 305 7 347 4 353 5 278 21 322
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 26-30% 0 7 15 7 10 0 5 44
4.VERY LOW:31-35%OF MEDIAN
a. Studio 3 407 8 319 14 365 25 355
b. 1 BR,1 BA 6 370 1 458 3 364 3 397 8 372 5 364 2 378 28 376
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 31-35% 6 4- 11- 3- 22 5- 2 53
5.VERY LOW:36-40%OF MEDIAN
a. Studio 6 477 5 379 14 430 25 431
b. 1 BR,1 BA 2 418 4 418 5 465 5 463 3 414 19 441
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 36-40% 2 6 9 5 19 3 0_ 44
6.VERY LOW:41-45%OF MEDIAN
a. Studio 7 547 5 433 12 498 24 499
b. 1 BR,1 BA 4 491 1 588 2 503 1 541 4 525 2 482 2 474 _ 16 507
c. 2 BR,1 BA _ 0 -
d. 2 BR,2 BA 0 -
e. Totals 41-45% 4 8- 7- 1- 16 2 Jail 2_ 40
7.VERY LOW:46-50%OF MEDIAN
a. Studio 6 614 1 498 10 551 _ 17 570
b. 1 BR,1 BA 2 548 3 685 3 566 7 613 1 569 2 543 18 599
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 46-50% 2=. 9 4 0 17 1 2 35
Total very low= 22 47 64 21 119 12 13 298
• Percent of total 73.33% 65.28% 92.75% 77.78% 79.87% 85.71% 92.86% 79.47%
8.LOWER:51-55%OF MEDIAN
a. Studio 5 680 6 621 11 648
b. 1 BR,1 BA 1 569 1 719 2 628 4 678 1 559 9 646
c. 2 BR,1 BA 1 698 _ 1 698
d. 2 BR,2 BA _ 0 -
e. Totals 51-55% 2 6 2 0 10 0 1- 21
9.LOWER:56-60%OF MEDIAN
a. Studio 6 725 3 694 9 715
b. 1 BR,1 BA 1 691 2 678 2 729 1 631 6 689
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 56-60% 1- 6- 0- 2- 5- 1- 0 15
04/01/2021 Page 8 of 11 Rpt#1 Senior 3.21
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 1 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 4 786 3 722 7 758
b. 1 BR,1 BA 1 754 1 836 1 757 3 782
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 61-65% 0 4- 1 IIII 0- 4 1 0_ 10
11.LOWER:66-70%OF MEDIAN
a. Studio 3 1,012 1 766 1 971 5 955
b. 1 BR,1 BA 1 1,186 1 957 2 1,072
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 66-70% 0 4- 1- 1- 1 0- 0_
12.LOWER:71-75%OF MEDIAN
a. Studio 2 1,030 2 1,030
b. 1 BR,1 BA 0 -
c. 2 BR,1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 71-75% 0 2 0 0 0 0 0 ' 2
13.LOWER:76-80%OF MEDIAN
a. Studio 1 986 2 920 3 942
b. 1 BR,1 BA 1 968 1 1,006 1 1,140 3 1,038
c. 2 BR, 1 BA 0 -
d. 2 BR,2 BA 0 -
e. Totals 76-80% 1 M. 1- 0- 1- 3 M. 0- 0 M. 6
Total lower= 4 23 4 4 23 2 1 61
Percent of total 13.33% 31.94% 5.80% 14.81% 15.44% 14.29% 7.14%! 16.27%
14.MODERATE:81-120%OF MEDIAN
a. Studio 1 1,030 4 986 5 995
b. 1 BR,1 BA 3 989 1 1,030 2 1,018 3 1,212 9 1,074
c. 2 BR,1 BA 1 1,289 1 1,289
d. 2 BR,2 BA 1 1,289 1 1,289
Total moderate= 4 2 1 2- 7_ 0- 0 16
Percent of total 13.33% 2.78% 1.45% 7.41% 4.70% 0.00% 0.00% 4.27%
15.Total units occupied: 30 72 69 27 149 14 14 375
16.Occupancy rate= 100% 99% 96% 100% 99% 93% 100% 98%
NOTE: For each project,to calculate average rent for a unit type at an income level,divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level. Occ Rate excluding properties under const/renov I1 99% 11
04/01/2021 Page 9 of 11 Rpt#1 Senior 3.21
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Mar-21 "MULTI-FAMILY PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 4/1/2021
CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA TAOS MONTHLY
INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS
OF OCCUPANT UNITS i 141 64 48 24 384 36 20 16 733
REVENUE
VERY LOW Up to 50%
Occupied units 88 35 30 14 227 21 12 8 435
Total rental income 34,387 12,082 10,879 6,404 90,632 9,586 5,520 3,166 172,656
Per occupied unit 391 345 363 457 399 456 460 397
LOWER:51%-->80%
Occupied units 39 17 10 7 110 11 6 5 205
Total rental income 31,807 12,866 7,668 5,941 89,912 8,726 4,238 3,817 164,975
Per occupied unit 816 757 767 849 817 793 706 70- 805
MODERATE:81%-->120%
Occupied units 12 9 7 2 42 1 1 2 76
Total rental income 12,124 9,331 8,222 2,430 48,203 1,289 1,289 2,428 85,316
Per occupied unit 1,010 1,037 1,175 1,215 1,1 1,289 1,289 1,214 1,123
Summary Income:
Rental 78,318 34,279 26,769 14,775 228,747 19,601 11,047 9,411 422,947
Other Income:
Laundry 653 650 810 383 3,346 851 866 - 7,559
Other 3,139 (147) 961 (1,848) 6,521 2,414 141 820 12,000
Total Operating Income 82,110 34,782 28,540 13,310 238,614 22,866 12,054 _ 10,231 442,506
Occupied Units 139 61 47 23 379 33 19 15 716
Income per occupied unit 591 570 607 579 630 693 634 682 618
EXPENSES
Operating Expenses:
Payroll 19,074 9,589 9,470 3,623 72,230 5,193 3,689 2,681 125,549
Per occupied unit 137 157 201 158 1. 157 194 179 175
Administrative 10,844 3,337 2,772 1,227 21,147 1,601 899 891 42,719
Per occupied unit 78 55 59 53 49 47 59 60
Advertising/Promotion - - 21 - 68 21 - - 111
Per occupied unit - - 0 - 1 - - 0
Contract Services 6,298 4,418 2,890 3,327 11,648 1,455 1,523 2,402 33,961
Per occupied unit 45 72 61 145 44 80 160 47
Utility Services 13,049 4,902 4,098 1,868 30,483 2,884 1,205 1,179 59,668
Per occupied unit 94 80 87 81 80 87 63 79 83
Maintenance 12,233 5,324 8,673 4,065 25,909 1,132 794 688 58,819
Per occupied unit 88 87 185 177 68 34 42 46 82
Replacement expense 1,245 7,616 6,500 - 16,808 - - - 32,169
Per occupied unit 9 125 138 - 44 - - - 45
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 62,742 35,187 34,424 14,109 178,293 12,287 8,112 7,842 352,996
Per occupied unit 451 577 732 613 470 372 427 523 493
Summary Revenue and Expenses
Total Operating Income 82,110 34,782 28,540 13,310 238,614 22,866 12,054 10,231 442,506
Total Operating Expenses 62,742 35,187 34,424 14,109 178,293 12,287 8,112 7,842 352,996
Monthly Net Operating Income 19.367 (404) (5.885) (799) 60.321 10.579 3.942 2.389 89,510
Per occupied unit 139 (7) (125) (35) 159 321 207 159 125
FYTD Net Operating Income* 436,625 36,150 20,973 21.188 617.207 47,215 21.599 10.618 1.211.575
Previous Fiscal Year NOI(6/30/2020)* 116,695 43,371 16,516 32,760 592,459 59,315 14,842 (15,739) 860,219
For comparison purposes,Net Operating Income YlD excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDHA revenue).
04/01/2021 Page 10 of 11 Rpt#2 Multi-Family 3.21
REPORT#2-MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH: Mar-21 "SENIOR PROPERTIES" REPORTED BY: Teresa Vakili
REPORT DATE: 4/1/2021
CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY
INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR. TOTALS
OF OCCUPANT UNITS 30 73 72 27 150 15 14 _ 381
REVENUE
VERY LOW: Up to 50%
Occupied units 22 47 64 21 119 12 13 298
Total rental income 7,787 21,048 20,481 7,780 45,725 4,345 4,644 112,315
Per occupied unit 354 448 320 370 384 362 357 377
LOWER: 51%-->80%
Occupied units 4 23 4 4 23 2 1 61
Total rental income 2,926 18,881 2,776 3,319 16,931 1,388 2,394 46,780
Per occupied unit 732 821 694 830 736 694 2,394 767
MODERATE: 81%-->120%
Occupied units 4 2 1 2 7 - - 16
Total rental income 4,256 2,319 1,030 2,036 7,580 17,221
Per occupied unit 1,064 1,160 1,030 1,018 1,083 1,076
Summary Income:
Rental 14,969 42,248 24,287 13,135 70,236 6,238 5,203 176,316
Other Income:
Laundry - 347 303 - 1,520 - - 2,170
Other 131 (2,015) (616) (274) 3,116 301 687 , 1,330
Total operating income 15,100 40,580 23,974 12,861 74,872 6,539 5,890 179,816
Occupied Units 30 72 69 27 149 14 14 375
Income per occupied unit 503 564 347 476 502 467 480
EXPENSES
Operating Expenses:
Payroll 6,219 12,495 12,524 4,089 15,678 3,495 1,481 55,982
Per occupied unit 207 174 182 151 105 250 106 149
Administrative 1,373 8,115 3,779 1,195 6,699 854 657 22,672
Per occupied unit 46 113 55 44 45 61 47 60
Advertising/promotion - 58 34 - - - - 92
Per occupied unit - 1 0 - - - - 0
Contract services 2,103 2,453 4,261 2,028 5,143 1,123 878 17,991
Per occupied unit 70 34 62 75 35 80 63 48
Utility services 3,495 4,950 5,260 1,476 9,857 666 941 26,646
Per occupied unit 116 69 76 55 66 48 71
Maintenance 1,487 2,541 2,097 698 7,304 672 275 15,075
Per occupied unit cn 35 30 ?6 49 48 40
Replacement expense 4,230 469 1,214 - - - - 5,912
Per occupied unit 141 7 18 - - - 16
Capital expense - - - - - - - -
Per occupied unit - - - - - -
Total Operating Expenses 18,907 31,081 29,170 9,487 44,682 6,811 4,232 144,370
Per occupied unit 630 432 423 1 486 385
Summary Revenue and Expenses
Total Operating Income 15,100 40,580 23,974 12,861 74,872 6,539 5,890 179,816
Total Operating Expenses 18,907 31,081 29,170 9,487 44,682 6,811 4,232 144,370
Monthly Net Operating Income (3,807) 9,500 (5,196) 3,374 30,190 (272) 1,658 _ 35,446
Per occupied unit (127) 132 (75) 125 203 (19) 118 95
FYTD Net Operating Income* (5,296) 93,757 (61,524) (16,087) 205,928 (1,260) 8,194 I 223,712
Previous Fiscal Year NOI(6/30/2020)* (54,658) 127,976 (56,076) (4,693) 316,267 (14,141) 4,244 I 318,921
*For comparison purposes,Net Operating Income VTD excludes all capital expenditures and corresponding reimbursement,as those are typically paid from replacement reserve funds and/or bond funds at this time(not PDFIA revenue)
04/01/2021 Page 11 of 11 Rpt#2 Senior 3.21
Palm Desert Housing Authority
Project Report
April 2021
California Villas-141 Units
77-107 California Drive
• Completed two(2)make ready units which include painting,cleaning and maintenance
• Performed leak detection at unit#J-1 with result of no sign of leak or moisture
• Detailed office,clubhouse,restrooms and laundry room
• Cleaned and detailed pool,dumpsters and enclosures
03/31/21
#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) _
48 0/0 1/1 0 0
Candlewood-30 Units
74-000 Shadow Mountain Drive
• Roof replacement project in process,nearing 75%completion
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed elevator,pools,laundry room,dumpsters and enclosures
03/31/21
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
13 0/0 0/0 0 0
Carlos Ortega Villas—73 Units
77-915 Avenue of the States
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Replaced cracked Corian counter top in the kitchen of unit#1001
• Detailed clubhouse,office,pool and laundry rooms
• Cleaned debris and leaves around sidewalks,parking lots and carports
03/31/21
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
18 0/0 1/0 0 0
1
Palm Desert Housing Authority
Project Report
April 2021
Catalina Gardens-72 Units
73-600 Catalina Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Replaced one(1)A/C in unit#D-2 through Edison's Energy Saving Assistance program
• Repaired and refinished counters in the bathroom and kitchen of unit#F-1
• Detailed office,clubhouse,pool,restrooms,mailboxes and laundry room
• Cleaned debris and leaves around walkways,carports,dumpster and enclosures
03/31/21
#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 0/3 1 0
Desert Pointe-64 Units
43-805 Monterey Avenue
• Demo cabinets for rehab units#12 and#31
• Replaced two(2)A/Cs in units#34 and#40
• Replaced water heater pump for Building A
• Cleaned and detailed pool area and furniture
• Cleaned debris and leaves around walkways,dumpster area,parking lots and carports
03/31/21
#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
Laguna Palms-48 Units
73-875 Santa Rosa Way
• Inspection for all fire sprinklers
• Air quality testing in unit#32 due to resident's concern over moisture,test came negative
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry,pool area,dumpsters and enclosures
03/31/21
#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
2
Palm Desert Housing Authority
Project Report
April 2021
La Rocca Villas-27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse,restrooms and laundry room
• Checked and cleaned lighting throughout the property
• Cleaned walkways,benches,lamp posts,exterior light fixtures and carports throughout the property
• Cleaned debris and leaves around walkways,dumpster areas,parking lots and carports
03/31/21
#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
Las Serenas-150 Units
73-315 Country Club Drive
• Cleaned office,clubhouse,pool furniture,laundry and restrooms
• Replaced three(3)A/Cs for unit#102,#106 and#153 through Edison's Energy Saving Assistance
program
• Replaced water heater shut off valves for unit#132 and#220
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed pool decks,lightings,dumpsters and enclosures
03/31/21
#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)
93 0/0 0 /0 0 0
Neighbors-24 Units
73-535 Santa Rosa Way
• Installed new thermostat for unit#24
• Cleaned and detailed pool,stairs,dumpsters and enclosures
• De-webbed,cleaned debris and leaves throughout the property
03/31/21
#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
3
Palm Desert Housing Authority
Project Report
April 2021
One Quail Place-384 Units
72-600 Fred Waring Dr.
• Completed three(3)make ready units which include painting,cleaning,and maintenance
• Repaired and refinished kitchen counter in unit#4307
• Installed grab bars in the bathroom of units#601 and 1001—reasonable accommodation
• Repaired slab leak in unit#3711 and 3713
• Replaced deteriorated patio deck in unit#4203
• Replaced living room window and frame in unit#704
• Replaced cracked ceiling joist and put new drywall in unit#4102
• Replaced light post and installed new concrete footings for Building 33
• De-webbed,cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area,pools,sidewalks,parking areas,dumpsters and enclosures
03/31/21
#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)
147 1/0 3/3 3 2
Palm Village-36 Units
73-650 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Detailed laundry
• Repaired and refinished tub in the bathroom of unit#324
• Repaired waste line leak behind the bathroom sink of unit#319
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs,dumpster areas and enclosures
03/31/21
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
5 0/0 0/0 0 0
Pueblos-15 Units
73-695 Santa Rosa Way
• Detailed laundry room and mailboxes
• Repaired leak behind toilet copper line in unit#101
• Cleaned and detailed pool,pool furniture,dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
03/31/21
#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
4
Palm Desert Housing Authority
Project Report
April 2021
Sage Crest Senior-14 Units
73-811 Santa Rosa Way
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• Detailed elevator
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
03/31/21
#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
• Cleaned stairs throughout property
• De-webbed,cleaned debris and leaves around parking lots,dumpster area and enclosures
03/31/21
#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
Taos Palms-16 Units
44-830 Las Palmas
• Completed one(1)make ready unit which includes painting,cleaning and maintenance
• A/C repair for unit#12,replaced high and low pressure switches
• Repaired and refinished tub,kitchen counter top and vanity in unit#13
• 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
03/31/21
#of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s)
Request(s) Replacement Replacement Replacement Replacement
Service Request(s) Move Out(s) Service Request(s) Move Out(s)
2 0/0 0/0 0 0
03/31/21
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)
425 1/0 5/7 4 2
5