HomeMy WebLinkAbout2022-03-02 HC Regular Meeting Agenda Packet
PALM DESERT HOUSING AUTHORITY
REGULAR PALM DESERT HOUSING COMMISSION MEETING
AGENDA
WEDNESDAY, MARCH 2, 2022
(VIRTUAL MEETING)
3:30 P.M.
CITY OF PALM DESERT, CALIFORNIA
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 via the Zoom session 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 the Housing Commission authorizes additional time. Because the
Brown Act does not allow the Housing Commission to take action on items not on the
Agenda, members will not enter into discussion with speakers but may briefly respond
or instead refer the matter to staff for a report and recommendation at a future Housing
Commission meeting.
THREE OPTIONS FOR PARTICIPATING IN THE MEETING
Option 1 – To Participate by Email:
• Send your comments by email to jgonzales@cityofpalmdesert.org. Emails
received by 12:30 p.m. prior to the meeting will be made part of the record and
will be distributed to Housing Commissioners. This method is encouraged
because it will give Commissioners the opportunity to reflect on your input.
Emails will not be read aloud.
Option 2 – To Participate and Provide Verbal Comments Using Your Internet:
1. Click the link:
https://palmdesert.zoom.us/j/83199013210?pwd=M1FCZWt5a1kvUXRnQ0h6
N2ZsLzFVQT09
2. Meeting ID: 831 9901 3210 Passcode: 655029
Pursuant to Assembly Bill No. 361, the Housing Commission may be
conducted via Teleconference/Virtual Meeting and there will be no in-person
public access to the meeting location.
AGENDA
REGULAR HOUSING COMMISSION MEETING – VIRTUAL MARCH 2, 2022
2
Option 3 – To Listen and Provide Verbal Comments Using Your Telephone:
1. Dial one of the following telephone numbers provided:
(For higher quality, dial a telephone number based on your current location.)
US: +1 669 219 2599 US (San Jose) or +1 213 338 8477 US (Los Angeles)
or +1 602 753 0140 US (Phoenix) or +1 971 247 1195 US (Portland) or
+1 253 215 8782 US (Tacoma)
2. Enter the Meeting ID: 831 9901 3210 Passcode: 655029 followed by #.
3. Indicate that you are a participant by pressing # to continue.
4. You will hear audio of the meeting in progress. Remain on the line if the meeting
has not yet started.
5. During the meeting, press *6 to mute or unmute yourself to speak.
Reports and documents relating to each of the following items listed on the
agenda are available for public inspection at the Development Services
Department, Housing Division and on the City’s website at
www.cityofpalmdesert.org.
IV. CONSENT CALENDAR
A. MINUTES of the Virtual Regular Housing Commission meeting of February 2,
2022.
Rec: Approve as presented.
Action:
V. ACTION ITEMS
A. REQUEST FOR CONSIDERATION to recommend approval of the Palm Desert
Housing Authority Proposed Budget for FY 2022-2023.
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 2022-2023 Palm Desert Housing Authority Operating,
Capital and Replacement Budget in the City of Palm Desert’s
Comprehensive Finance Plan for 2022-2023. This will be presented to the
Housing Authority Board for approval at a future meeting.
Action:
B. REQUEST FOR CONSIDERATION to recommend approval of an Amendment to
Contract No. HA38270 with Liberty Landscaping, Inc., for Landscape Maintenance
Services at the Palm Desert Housing Authority Properties for a two-year term in an
annual amount not to exceed $348,553.
Rec: By Minute Motion, the Housing Commission forward a recommendation to
the Palm Desert Housing Authority Board approving the Amendment to
Contract No. HA38270 with Liberty Landscaping, Inc., for Landscape
AGENDA
REGULAR HOUSING COMMISSION MEETING – VIRTUAL MARCH 2, 2022
3
Maintenance Services at the Palm Desert Housing Authority Properties for a two-
year term in an annual amount not to exceed $348,553.
Action:
VI. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
B. Commission Reports
• Form 700 Statement of Economic Interests Reminder
• Summary of City Council and Housing Authority Actions
C. RPM Company Monthly Reports for December 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 January 2022.
D. Update on the Home Improvement Program
ACTIVITY: January 2022
Inquiries (Calls, Walk-Ins, Emails): 3
Applications Provided: 0
Applications Received: 0
Applications being processed: 0
Eligible (Possibly meets criteria): 0
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 1
(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 24th day of February 2022.
Kevin Collins
Kevin Collins, Recording Secretary
PALM DESERT HOUSING AUTHORITY
PALM DESERT HOUSING COMMISSION MEETING
PRELIMINARY MINUTES
WEDNESDAY, FEBRUARY 2, 2022 – 3:30 P.M.
(VIRTUAL MEETING)
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 Fiscal Year to Date
Present Absent Present Absent
Jann Buller, Chair X 5
Dennis Guinaw, Vice Chair X 5
Carol Marcuse X 4
Greg Ballard X 3 3
(1 Excused)
Melody Morrison X 3 1
Also Present:
Kathleen Kelly, City Councilmember Liaison
Jessica Gonzales, Senior Management Analyst
Teresa Vakili, RPM Company Vice President
Kevin Collins, Recording Secretary
Martin Alvarez, Director of Development
Andy Ramirez, Director of Public Works
Andy Firestine, Assistant City Manager
Veronica Chavez, Finance Manager
Mathew Lohr, Participant
III. ORAL COMMUNICATIONS
Senior Management Analyst, Jessica Gonzales, advised the Commission no
comments or inquiries were received by email. One request for participation was
received from Mr. Mathew Lohr, present on the call.
PRELIMINARY MINUTES
VIRTUAL HOUSING COMMISSION MEETING FEBRUARY 2, 2022
2
IV. CONSENT CALENDAR
A. MINUTES of the Regular Housing Commission meeting of January 5, 2022.
Rec: Approve as presented.
Upon a motion by Vice Chair Guinaw, seconded by Commissioner Ballard, and
a 4-0 vote of the Housing Commission the Consent Calendar was approved as
presented (AYES: Buller, Guinaw, Ballard, Marcuse; NOES: None; ABSENT:
Morrison).
V. ACTION ITEMS
NONE
VI. REPORTS AND REMARKS
A. Commissioners Reports and Remarks
NONE
B. Commission Reports
Senior Management Analyst, Jessica Gonzales opened the discussion advising
the Commission that City Council discussed and advised meetings would continue
to be held in virtual format until further notice.
Ms. Gonzales moved on to advise Commissioner Donna Ault provided her
resignation from the Housing Commission effective January 25, 2022. It had been
forwarded to the Housing Authority Board for acceptance. Further, Mr. Mireles’
resignation, from the prior January 5th meeting, had been formally accepted by the
Authority Board.
Commissioners expressed gratitude for their service and the insights provided.
Ms. Gonzalez confirmed to the Commission both Mr. Mireles and Ms. Ault would
be provided a formal thank you for their service.
Commissioner Marcuse asked a question regarding meeting a quorum and Ms.
Gonzales confirmed four Commissioners are necessary for a quorum.
Chair Buller then asked how the Commissioner replacement process worked and
Council member liaison Kelly said the goal was to have replacements in place by
July 1, 2022. Interviews would be conducted in May and appointments made at
the June City Council meeting.
PRELIMINARY MINUTES
VIRTUAL HOUSING COMMISSION MEETING FEBRUARY 2, 2022
3
Ms. Gonzales moved on to advise a brief update on the Housing Element Inventory
and further updates would be provided as necessary.
Ms. Gonzales introduced Ms. Veronica Chavez, Finance Manager for the City, who
provided a brief slide presentation and overview of the Home Buyer Assistance
Program. This included information on properties, program utilization, property
turnover information, and general statistical information.
Chair Buller asked a question related to the solar contract review, and Ms. Chavez
provided brief information on the solar program with respect to avoidance of any
liens placed upon these properties related to solar improvements. Ms. Chavez
then acknowledged the recent “Brightside” newsletter generated interest in the
program.
Chair Buller inquired if any applicant inquiries were residents from our rental
properties and Ms. Chavez said about 25% are from our complexes. There were
no additional questions.
C. RPM Company Monthly Reports for November 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 December 2021
RPM Company Vice President, Teresa Vakili acknowledged the RPM reports
before the Commission, stating the occupancy rate was 98.2%. Further those 897
individuals were contacted from the property wait list, 154 were added, and 80
recertifications were conducted. Chair Buller asked approximately how many
people are on the wait list, and Ms. Vakili said approximately 8,000, and stated
further information on the wait list could be provided at a future meeting. She then
noted RPM staff completed 365 service requests for the month.
Ms. Vakili advised the group that the Desert Pointe roofing project started as
scheduled on January 10, 2022. Further updates would be provided at future
meetings. There were no follow-up questions.
D. Update on the Home Improvement Program
ACTIVITY December 2021
Inquiries (Calls, Walk-Ins, Emails): 0
Applications Provided: 0
Applications Received 0
Applications being processed: 0
PRELIMINARY MINUTES
VIRTUAL HOUSING COMMISSION MEETING FEBRUARY 2, 2022
4
Eligible (Possibly meets criteria): 0
Ineligible (Does not meet criteria): 0
Energy Savings Assistance Programs Referrals: 0
(JHC Construction – SCE/Gas Co)
Ms. Gonzales provided a summary of the Home Improvement Program activity,
noting no inquiries were made for the month.
VII. ADJOURNMENT
With Commission concurrence, Chair Buller adjourned the meeting at 3:54 p.m.
Kevin Collins, Recording Secretary
G:\Planning\Housing Division\Budget\2022-2023\Housing Authority Budget 2023 2.22.22.doc
PALM DESERT HOUSING AUTHORITY
MEMORANDUM
TO: MARTIN ALVAREZ, DIRECTOR COMMUNITY DEVELOPMENT
JANET MOORE, DIRECTOR OF FINANCE
FROM: VERONICA CHAVEZ, FINANCE MANAGER
JESSICA GONZALES, SENIOR MANGEMENT ANALYST (HOUSING)
DATE: February 22, 2022
SUBJECT: HOUSING AUTHORITY PROPOSED 2022-2023 BUDGET
Attached please find the proposed 2022-2023 Palm Desert Housing Authority budget for
your review. This will be an Action Item on the March 2, 2022 Housing Commission
Agenda.
Each year the Director of Finance prepares a Comprehensive Financial Plan that includes
the Palm Desert Housing Authority’s expected revenues and expenditures. The
comprehensive plan allows the Council and Authority Board to review the plan in its
entirety.
The Housing 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 funds are available, a reimbursement for other housing programs
and costs will be funded by the properties positive net income, until such time as an
alternative funding source can be identified.
The overall projected net income for all fifteen properties is expected to be approximately
$1,230,305. The increase in NOI as compared to 2021-2022 Budget is primarily
attributable to a slight increase in rental income of approximately $273,000 recognized
through attrition. Staff continues to work diligently along with the management team to
maintain the operating budget to meet actual costs.
The Housing Authority is continuing 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
2021-2022 Proposed Housing Authority Budget
February 18, 2021
Page 2
G:\Planning\Housing Division\Budget\2022-2023\Housing Authority Budget 2023 2.22.22.doc
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 the 2nd, the Finance Director will include the
2022-2023 Palm Desert Housing Authority Operating, Capital, and Replacement
Budgets in the City of Palm Desert’s Comprehensive Finance Plan for 2022-2023 to
be presented to the Housing Authority Board for approval at a future meeting.
VAC:tbm
Enclosures (as noted)
cc: Housing Commission (Agenda of March 2, 2022)
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
All Combined Rent/Leases-Real Property 7,192,074 7,250,001 8,028,316
All Combined Prof-Apartments 2,281,847 2,593,582 2,946,030
All Combined Prof - Contracting 580,076 577,018 575,815
All Combined Prof-Other Admn Expenses 521,040 534,720 608,244
All Combined Advertising Promotional 2,886 12,900 12,000
All Combined R/M-Buildings 1,125,462 1,265,050 1,300,115
All Combined Replacement Expenditures - - -
All Combined Utilities-Electric 1,067,964 1,073,757 1,111,218
All Combined Misc Expenses 227,111 235,932 244,590
Total Controllable Expenses 5,806,385 6,292,959 6,798,012
Net Income/Net(Deficit)1,385,689 957,042 1,230,304
Capital Imp/Replacement exp/Emerg Repair*2,304,530 - -
*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.
2/24/2022 9:18 AM 1
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022 Adopted 2023 Requested
871-8610-3632000 Laguna Palms Rent/Leases-Real Property 330,617 331,216 379,042
871-8610-4309000 Laguna Palms Prof - Apartments 118,152 128,323 144,316
871-8610-4309200 Laguna Palms Prof - Contracting 32,211 33,438 33,436
871-8610-4309300 Laguna Palms Prof-Other Admn Expenses 22,464 23,040 26,208
871-8610-4322300 Laguna Palms Advertising Promotional 21 720 480
871-8610-4331000 Laguna Palms R/M-Buildings 55,150 48,128 60,868
871-8610-4331100 Laguna Palms Replacement Expenditures - - -
871-8610-4351400 Laguna Palms Utilities-Electric 55,929 57,255 57,795
871-8610-4369500 Laguna Palms Misc Expenses 11,372 13,998 14,624
871-8610-4405000 Laguna Palms Cap-Improvements 31,993 - -
Total Expenditures 327,291 304,902 337,727
Net Income/Net(Deficit)3,326 26,314 41,315
2/24/2022 9:18 AM 2
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8620-3632000 Catalina Garden Rent/Leases-Real Property 282,802 287,145 322,774
871-8620-4308900 Catalina Garden Prof-Apartments 155,031 173,050 199,508
871-8620-4309200 Catalina Garden Prof - Contracting 40,990 41,940 41,940
871-8620-4309300 Catalina Garden Prof-Other Admn Expenses 33,696 34,560 39,312
871-8620-4322300 Catalina Garden Advertising Promotional 343 1,800 1,800
871-8620-4331000 Catalina Garden R/M-Buildings 52,740 65,230 63,030
871-8620-4331100 Catalina Garden Replacement Expenditures - - -
871-8620-4351400 Catalina Garden Utilities-Electric 65,413 65,850 67,745
871-8620-4369500 Catalina Garden Misc Expenses 17,436 16,935 16,674
871-8620-4405000 Catalina Garden Cap-Improvements 13,225 - -
Total Expenditures 378,875 399,365 430,009
Net Income/Net(Deficit)(96,073) (112,220) (107,235)
2/24/2022 9:18 AM 3
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8630-3632000 Desert Pointe Rent/Leases-Real Property 367,518 369,138 391,950
871-8630-4309200 Desert Pointe Prof - Contracting 39,530 32,380 32,884
871-8630-4309300 Desert Pointe Prof-Other Admn Expenses 29,952 30,720 34,944
871-8630-4309700 Desert Pointe Prof-Apartments 125,816 127,268 143,260
871-8630-4322300 Desert Pointe Advertising Promotional 109 480 360
871-8630-4331000 Desert Pointe R/M-Buildings 65,954 62,676 66,606
871-8630-4331100 Desert Pointe Replacement Expenditures - - -
871-8630-4351400 Desert Pointe Utilities-Electric 54,797 54,461 54,881
871-8630-4369500 Desert Pointe Misc Expenses 10,866 14,100 15,068
871-8630-4405000 Desert Pointe Cap-Improvements 39,683 - -
Total Expenditures 366,707 322,085 348,003
Net Income/Net(Deficit)811 47,053 43,947
2/24/2022 9:18 AM 4
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8640-3632000 Las Serenas Rent/Leases-Real Property 866,810 867,190 933,756
871-8640-4309200 Las Serenas Prof - Contracting 66,520 62,187 63,387
871-8640-4309300 Las Serenas Prof-Other Admn Expenses 70,200 72,000 81,900
871-8640-4309800 Las Serenas Prof-Apartments 204,151 204,768 233,589
871-8640-4322300 Las Serenas Advertising Promotional 381 1,200 600
871-8640-4331000 Las Serenas R/M-Buildings 124,644 127,673 148,433
871-8640-4331100 Las Serenas Replacement Expenditures - - -
871-8640-4351400 Las Serenas Utilities-Electric 115,564 109,220 114,960
871-8640-4369500 Las Serenas Misc Expenses 20,144 19,871 21,625
871-8640-4405000 Las Serenas Cap-Improvements 59,897 - -
Total Expenditures 661,499 596,919 664,494
Net Income/Net(Deficit)205,311 270,271 269,262
2/24/2022 9:18 AM 5
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8650-3632000 Neighbors Garden Rent/Leases-Real Property 162,829 166,181 192,578
871-8650-4308800 Neighbors Garden Prof-Apartments 45,676 52,969 61,225
871-8650-4309200 Neighbors Garden Prof - Contracting 21,183 21,480 20,760
871-8650-4309300 Neighbors Garden Prof-Other Admn Expenses 11,232 11,520 13,104
871-8650-4322300 Neighbors Garden Advertising Promotional - 300 300
871-8650-4331000 Neighbors Garden R/M-Buildings 39,402 41,290 49,690
871-8650-4331100 Neighbors Garden Replacement Expenditures - - -
871-8650-4351400 Neighbors Garden Utilities-Electric 22,512 24,100 23,715
871-8650-4369500 Neighbors Garden Misc Expenses 4,047 6,244 7,546
871-8650-4405000 Neighbors Garden Cap-Improvements 10,204 - -
Total Expenditures 154,255 157,903 176,340
Net Income/Net(Deficit)8,574 8,278 16,238
2/24/2022 9:18 AM 6
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8660-3632000 One Quail Place Rent/Leases-Real Property 2,848,097 2,816,980 3,191,304
871-8660-4309200 One Quail Place Prof - Contracting 153,148 156,095 156,095
871-8660-4309300 One Quail Place Prof-Other Admn Expenses 179,517 184,320 209,664
871-8660-4309502 One Quail Place Prof-Apartments 889,884 1,016,543 1,146,985
871-8660-4322300 One Quail Place Advertising Promotional 1,320 4,200 3,840
871-8660-4331000 One Quail Place R/M-Buildings 425,592 521,500 513,700
871-8660-4331100 One Quail Place Replacement Expenditures - - -
871-8660-4351400 One Quail Place Utilities-Electric 335,106 349,748 385,555
871-8660-4369500 One Quail Place Misc Expenses 88,400 80,265 81,573
871-8660-4405000 One Quail Place Cap-Improvements 1,478,208 - -
Total Expenditures 3,551,175 2,312,671 2,497,412
Net Income/Net(Deficit)(703,078) 504,309 693,892
2/24/2022 9:18 AM 7
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8670-3632000 The Pueblos Rent/Leases-Real Property 80,565 81,604 90,042
871-8670-4308700 The Pueblos Prof-Apartments 42,388 60,177 66,503
871-8670-4309200 The Pueblos Prof - Contracting 12,815 13,324 13,324
871-8670-4309300 The Pueblos Prof-Other Admn Expenses 6,981 7,200 8,190
871-8670-4322300 The Pueblos Advertising Promotional 7 240 240
871-8670-4331000 The Pueblos R/M-Buildings 14,559 23,780 30,800
871-8670-4331100 The Pueblos Replacement Expenditures - - -
871-8670-4351400 The Pueblos Utilities-Electric 10,799 11,680 11,780
871-8670-4369500 The Pueblos Misc Expenses 3,475 5,910 6,063
871-8670-4405000 The Pueblos Cap-Improvements 1,395 - -
Total Expenditures 92,419 122,311 136,900
Net Income/Net(Deficit)(11,854) (40,707) (46,858)
2/24/2022 9:18 AM 8
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8680-3632000 California Villas Rent/Leases-Real Property 894,284 938,073 1,033,647
871-8680-4308200 California Villas Prof-Apartments 252,187 261,382 295,568
871-8680-4309200 California Villas Prof - Contracting 63,670 60,297 60,012
871-8680-4309300 California Villas Prof-Other Admn Expenses 65,949 67,680 76,986
871-8680-4322300 California Villas Advertising Promotional 47 900 1,500
871-8680-4331000 California Villas R/M-Buildings 151,304 176,982 155,022
871-8680-4331100 California Villas Replacement Expenditures - - -
871-8680-4351400 California Villas Utilities-Electric 155,739 157,864 154,478
871-8680-4369500 California Villas Misc Expenses 26,003 25,352 26,066
871-8680-4405000 California Villas Cap-Improvements 26,830 - -
Total Expenditures 741,728 750,457 769,632
Net Income/Net(Deficit)152,556 187,616 264,015
2/24/2022 9:18 AM 9
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8690-3632000 Taos Palms Rent/Leases-Real Property 113,544 113,874 132,633
871-8690-4308500 Taos Palms Prof-Apartments 36,369 44,199 51,574
871-8690-4309200 Taos Palms Prof - Contracting 18,555 18,880 18,820
871-8690-4309300 Taos Palms Prof-Other Admn Expenses 7,488 7,680 8,736
871-8690-4322300 Taos Palms Advertising Promotional - 240 240
871-8690-4331000 Taos Palms R/M-Buildings 41,618 29,580 31,020
871-8690-4331100 Taos Palms Replacement Expenditures - - -
871-8690-4351400 Taos Palms Utilities-Electric 15,543 16,280 17,060
871-8690-4369500 Taos Palms Misc Expenses 3,302 4,995 5,361
871-8690-4405000 Taos Palms Cap-Improvements 4,591 - -
Total Expenditures 127,465 121,854 132,811
Net Income/Net(Deficit)(13,921) (7,980) (178)
2/24/2022 9:18 AM 10
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8691-3632000 Carlos Ortega Villas Rent/Leases-Real Property 483,198 476,859 498,607
871-8691-4308900 Carlos Ortega Villas Prof-Apartments 156,461 189,556 205,993
871-8691-4309200 Carlos Ortega Villas Prof - Contracting 32,288 32,808 30,528
871-8691-4309300 Carlos Ortega Villas Prof-Other Admn Expenses 34,164 35,040 39,858
871-8691-4322300 Carlos Ortega Villas Advertising Promotional 623 1,200 1,200
871-8691-4331000 Carlos Ortega Villas R/M-Buildings 31,710 39,858 39,858
871-8691-4331100 Carlos Ortega Villas Replacement Expenditures - - -
871-8691-4351400 Carlos Ortega Villas Utilities-Electric 83,073 78,099 78,099
871-8691-4369500 Carlos Ortega Villas Misc Expenses 16,253 16,896 16,631
871-8691-4405000 Carlos Ortega Villas Cap-Improvements 5,294 - -
Total Expenditures 359,868 393,457 412,167
Net Income/Net(Deficit)123,330 83,402 86,440
2/24/2022 9:18 AM 11
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8692-3632000 Palm Village Rent/Leases-Real Property 241,976 276,008 290,560
871-8692-4308900 Palm Village Prof-Apartments 66,328 71,087 81,583
871-8692-4309200 Palm Village Prof - Contracting 19,191 18,348 18,258
871-8692-4309300 Palm Village Prof-Other Admn Expenses 16,809 17,280 19,656
871-8692-4322300 Palm Village Advertising Promotional 21 300 300
871-8692-4331000 Palm Village R/M-Buildings 26,593 30,714 27,774
871-8692-4331100 Palm Village Replacement Expenditures - - -
871-8692-4351400 Palm Village Utilities-Electric 44,654 36,460 31,040
871-8692-4369500 Palm Village Misc Expenses 10,211 8,661 8,721
871-8692-4405000 Palm Village Cap-Improvements 6,633 - -
Total Expenditures 190,440 182,850 187,332
Net Income/Net(Deficit)51,536 93,158 103,228
2/24/2022 9:18 AM 12
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8693-3632000 Candlewood Rent/Leases-Real Property 172,329 173,831 181,897
871-8693-4308900 Candlewood Prof-Apartments 75,099 75,520 89,424
871-8693-4309200 Candlewood Prof - Contracting 21,598 23,980 24,160
871-8693-4309300 Candlewood Prof-Other Admn Expenses 14,040 14,400 16,380
871-8693-4322300 Candlewood Advertising Promotional 7 300 300
871-8693-4331000 Candlewood R/M-Buildings 46,843 44,454 43,434
871-8693-4331100 Candlewood Replacement Expenditures - - -
871-8693-4351400 Candlewood Utilities-Electric 34,580 35,190 35,065
871-8693-4369500 Candlewood Misc Expenses 5,417 7,070 7,631
871-8693-4405000 Candlewood Cap-Improvements 620,630 - -
Total Expenditures 818,213 200,914 216,394
Net Income/Net(Deficit)(645,884) (27,083) (34,497)
2/24/2022 9:18 AM 13
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8694-3632000 LaRocca Villas Rent/Leases-Real Property 149,784 152,725 153,195
871-8694-4308900 LaRocca Villas Prof-Apartments 51,774 80,135 90,028
871-8694-4309200 LaRocca Villas Prof - Contracting 23,915 25,200 25,320
871-8694-4309300 LaRocca Villas Prof-Other Admn Expenses 12,636 12,960 14,742
871-8694-4322300 LaRocca Villas Advertising Promotional - 300 300
871-8694-4331000 LaRocca Villas R/M-Buildings 22,446 20,650 20,770
871-8694-4331100 LaRocca Villas Replacement Expenditures - - -
871-8694-4351400 LaRocca Villas Utilities-Electric 47,432 49,165 50,815
871-8694-4369500 LaRocca Villas Misc Expenses 3,520 5,885 6,351
871-8694-4405000 LaRocca Villas Cap-Improvements 1,342 - -
Total Expenditures 163,065 194,295 208,326
Net Income/Net(Deficit)(13,281) (41,570) (55,131)
2/24/2022 9:18 AM 14
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8695-3632000 Sagecrest Rent/Leases-Real Property 70,039 75,319 76,757
871-8695-4308900 Sagecrest Prof-Apartments 21,650 32,859 39,359
871-8695-4309200 Sagecrest Prof - Contracting 15,537 17,360 17,540
871-8695-4309300 Sagecrest Prof-Other Admn Expenses 6,552 6,720 7,644
871-8695-4322300 Sagecrest Advertising Promotional 7 480 300
871-8695-4331000 Sagecrest R/M-Buildings 8,819 14,130 14,610
871-8695-4331100 Sagecrest Replacement Expenditures - - -
871-8695-4351400 Sagecrest Utilities-Electric 11,268 12,540 11,725
871-8695-4369500 Sagecrest Misc Expenses 3,444 4,490 5,029
871-8695-4405000 Sagecrest Cap-Improvements 4,605 - -
Total Expenditures 71,883 88,579 96,207
Net Income/Net(Deficit)(1,844) (13,260) (19,450)
2/24/2022 9:18 AM 15
PALM DESERT HOUSING AUTHORITY
2022-2023 BUDGET REQUEST
Account Number Complex Account Description 2021 Actuals 2022Adopted 2023 Requested
871-8696-3632000 Santa Rosa Rent/Leases-Real Property 127,682 123,858 159,574
871-8696-4308900 Santa Rosa Prof-Apartments 40,884 75,746 97,115
871-8696-4309200 Santa Rosa Prof - Contracting 18,925 19,301 19,351
871-8696-4309300 Santa Rosa Prof-Other Admn Expenses 9,360 9,600 10,920
871-8696-4322300 Santa Rosa Advertising Promotional - 240 240
871-8696-4331000 Santa Rosa R/M-Buildings 18,088 18,405 34,500
871-8696-4331100 Santa Rosa Replacement Expenditures - - -
871-8696-4351400 Santa Rosa Utilities-Electric 15,556 15,845 16,505
871-8696-4369500 Santa Rosa Misc Expenses 3,220 5,260 5,627
871-8696-4405000 Santa Rosa Cap-Improvements - - -
Total Expenditures 106,032 144,397 184,258
Net Income/Net(Deficit)21,650 (20,539) (24,684)
2/24/2022 9:18 AM 16
P. D. H. A. Properties
PALM DESERT, CALIFORNIA
2022-2023
1114 Units
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 1,097,592 199,704 338,280 517,704 486,900 397,920 170,940 981,600 211,596 3,293,880 312,000 90,648 77,532 177,000 133,992 8,487,288
ASSISTED POTENTIAL RENT 1000.102 (31,212) (28,260) - - - (15,516) (9,816) (44,004) - (135,432) (17,868) - (9,000) - - (291,108)
ADJUSTED GROSS POTENTIAL 1,066,380 171,444 338,280 517,704 486,900 382,404 161,124 937,596 211,596 3,158,448 294,132 90,648 68,532 177,000 133,992 8,196,180
VACANCY 1000.110 (32,928) (1,997) (6,766) (5,177) (19,476) (11,938) (5,128) (39,264) (6,348) (98,816) (12,480) (906) (775) (2,950) (2,680) (247,629)
RENT ADJUSTMENTS 1000.115 - - - - - - - - - - - - - - - 0
EMPLOYEE UNIT(S)1000.120 (29,952) (16,680) (11,460) (16,680) (35,802) (16,680) (13,272) (16,680) (16,680) (33,360) (16,680) - - (16,680) - (240,606)
MODEL/OFFICE UNIT(S)1000.130 - - - - - - - - - - - - - - - 0
DELINQUENT RENT 1000.140 (12,600) (500) - - (46,632) (1,200) - - (1,390) (20,400) (2,000) - - (500) (1,289) (86,511)
FORFEITED RENT 1000.160 - - - - - - - - - - - - - - - 0
CONCESSIONS 1000.170 - - - - - - - - - - - - - - - 0
W/0 RENT ADJUSTMENTS 1000.190 - - - - - - - - - (5,000) - - - - - (5,000)
ASSISTED-SECTION 8 1000.202 31,212 28,260 - - - 15,516 9,816 44,004 - 135,432 17,868 - 9,000 - - 291,108
TOTAL RENTAL INCOME 1,022,112 180,527 320,054 495,847 384,990 368,102 152,540 925,656 187,178 3,136,304 280,840 89,742 76,757 156,870 130,023 7,907,542
OTHER RENTAL INCOME
CREDIT REPORT FEES 1106 1,260 120 245 630 360 140 175 1,200 - 5,100 720 - - 245 210 10,405
TERMINATION FEES 1107 - - - - - - - - - - - - - - - 0
LATE CHARGES 1108 4,800 50 75 150 900 2,400 - 300 1,200 6,600 1,200 - - 300 600 18,575
MONTH TO MONTH FEES 1109 - - - - - - - - - - - - - - - 0
NSF FEES 1110 75 - - - - - - - - 100 - - - - - 175
LAUNDRY ROOM 1111 5,400 1,200 2,400 1,980 5,700 8,400 480 6,600 4,200 42,000 7,800 300 - 2,159 1,800 90,419
RESIDENTIAL SERVICES 1113 - - - - - - - - - 1,200 - - - - - 1,200
WASHER/DRYERS 1114 - - - - - - - - - - - - - - - 0
REFRIGERATORS 1114.001 - - - - - - - - - - - - - - - 0
COLLECTION RECOVERY 1115 - - - - - - - - - - - - - - - 0
COMMIS/VENDOR/REIMB 1116 - - - - - - - - - - - - - - - 0
W/O FEE ADJUSTMENTS 1117 - - - - - - - - - - - - - - - 0
CABLE INCOME 1118 - - - - - - - - - - - - - - - 0
MISC. INCOME 1119 - - - - - - - - - - - - - - - 0
TOTAL OTHER INCOME 11,535 1,370 2,720 2,760 6,960 10,940 655 8,100 5,400 55,000 9,720 300 0 2,704 2,610 120,774
TOTAL INCOME 1,033,647 181,897 322,774 498,607 391,950 379,042 153,195 933,756 192,578 3,191,304 290,560 90,042 76,757 159,574 132,633 8,028,316
PAYROLL EXPENSE
HOUSEKEEPING 2050 - - - - - - - - - 109,200 - - - - - 109,200
MAINT/LABOR 2051 57,824 22,048 42,640 45,760 35,776 35,776 15,184 48,672 15,184 274,560 22,048 19,760 12,896 24,336 12,896 685,360
MANAGER/LEASING AGENTS 2052 110,656 27,248 75,504 78,624 40,040 40,768 41,600 82,368 19,968 336,544 21,840 22,568 14,248 24,960 17,368 954,304
GROUNDSKEEPER 2054 35,360 12,376 19,448 17,680 22,984 22,984 5,304 30,056 7,072 70,720 12,376 3,536 - 17,680 5,304 282,880
COMMISSION 2056 - - - - - - - - - - - - - - - 0
PAYROLL O/H 45%2057 91,728 27,752 61,916 63,929 44,460 44,788 27,940 72,493 19,001 355,961 25,319 20,639 12,215 30,139 16,006 914,285Santa RosaCalif VillasCandlewoodCatalinaCarlos Ortega VillasDesert PointeLaguna PalmsTaos PalmsTotalLaRoccaLas SerenasNeighborsOQPPalm VillagePueblosSagecrest Sr
TOTAL PAYROLL 295,568 89,424 199,508 205,993 143,260 144,316 90,028 233,589 61,225 1,146,985 81,583 66,503 39,359 97,115 51,574 2,946,029
ADMINISTRATIVE
OFFICE SUPPLIES 2101 5,100 1,020 4,500 2,640 3,120 4,200 480 4,800 540 23,820 1,200 420 240 300 300 52,680
TRAVEL/MILEAGE 2102 - - - - - - - - - - - - - - - 0
COMPUTER SUP/REP 2103 600 - 480 720 480 240 - 600 - 1,500 - - - - - 4,620
LEGAL FEES 2104 1,700 850 800 850 1,600 800 300 850 850 10,200 1,200 200 - 885 850 21,935
RENT/LEASE EXPENSE 2107 2,100 - 2,220 2,040 1,200 1,200 - 2,112 - 4,800 - - - - - 15,672
FURNITURE LEASING 2110 - - - - - - - - - - - - - - - 0
CREDIT REPORTS 2111 3,000 1,200 1,680 2,220 1,740 1,680 1,200 2,280 1,320 6,660 1,440 1,200 1,320 660 1,020 28,620
LOSS EXPENSE 2112 - - - - - - - - - 10,000 - - - - - 10,000
ACCOUNTING 2117 2,916 661 1,383 1,558 1,243 902 511 2,779 961 7,097 674 283 261 381 305 21,914
OFFICE UNIFORM/EMPL APP 2118 - - - - - - - - - - - - - - - 0
BANK CHARGES 2119 420 360 360 360 360 360 360 360 360 360 360 360 360 360 360 5,460
HOTEL / RELOCATION 2120 700 350 500 300 1,000 700 500 1,000 500 4,000 250 300 300 300 300 11,000
FURNITURE/EQUIP 2123 - - - - - - - - - - - - - - - 0
PROFESSIONAL LIABILITY 2124 1,598 340 816 827 725 544 305 1,700 271 4,351 407 170 158 226 181 12,618
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 7,392 2,310 3,395 4,576 3,060 3,458 2,155 4,605 2,204 8,245 2,651 2,590 1,850 1,975 1,505 51,971
MANAGEMENT FEE 2160 76,986 16,380 39,312 39,858 34,944 26,208 14,742 81,900 13,104 209,664 19,656 8,190 7,644 10,920 8,736 608,244
TOTAL ADMIN.103,052 24,011 55,986 56,489 50,012 40,832 21,093 103,525 20,650 291,237 28,377 14,253 12,673 16,547 14,097 852,833
26,066.46 7,630.90 16,673.76 16,631.00 15,067.87 14,623.84 6,351.00 21,625.23 7,546.00 81,572.72 8,721.30 6,062.62 5,028.63 5,627.00 5,361.00 244,589
ADVERT-PROMOTIONAL
NEWSPAPER 2172 - - - - - - - - - 840 - - - - - 840
INTERNET 2174 600 - - - - - - - - - - - - - - 600
NEWSLETTER 2176 - - - - - - - - - - - - - - - 0
PROMOTIONAL 2178 900 300 1,800 1,200 360 480 300 600 300 1,800 300 240 300 240 240 9,360
BROCHURES 2180 - - - - - - - - - - - - - - - 0
REFERRALS 2182 - - - - - - - - - - - - - - - 0
OTHER ADVERTISING 2184 - - - - - - - - - 1,200 - - - - - 1,200
TOTAL ADVERT-PROMOTIONAL 1,500 300 1,800 1,200 360 480 300 600 300 3,840 300 240 300 240 240 12,000
CONTRACT SERVICES
COURTESY PATROL 2209 7,392 6,420 8,220 7,008 7,284 7,008 6,300 6,927 6,300 24,735 7,008 6,280 6,280 6,281 6,300 119,742
PEST CONTROL 2215 6,360 3,850 4,620 3,600 3,900 5,220 1,680 6,300 1,800 27,600 2,760 1,704 1,020 2,220 2,040 74,674
CLEANING SUBCONTRACTOR 2216 3,600 450 1,140 - 780 1,050 840 2,940 540 2,160 990 240 480 470 660 16,340
PROFESSIONAL SERVICES 2217 - - - - 2,500 - - - - 5,000 - - - - 2,500 10,000
CABLE TELEVISION 2234 - - - - - - - - - - - - - - - 0
TEMP LABOR 2244 - - - - - - - - - - - - - - - 0
GARDENING 2245 42,660 9,540 27,960 19,920 18,420 20,160 16,500 47,220 12,120 86,340 7,500 5,100 4,260 10,380 7,320 335,400
POND MAINT/ELEVATOR SVC 2246 - 3,900 - - - - - - - 10,260 - - 5,500 - - 19,660
TOTAL CONTRACT SERVICES 60,012 24,160 41,940 30,528 32,884 33,438 25,320 63,387 20,760 156,095 18,258 13,324 17,540 19,351 18,820 575,816
UTILITY SERVICES
TELEPHONE 2325 4,200 1,920 4,140 3,540 4,440 3,420 300 4,920 300 14,400 3,240 300 1,140 240 720 47,220
TRASH REMOVAL 2326 26,364 3,432 6,600 13,500 9,276 10,680 1,980 18,540 7,200 46,920 6,960 2,400 2,065 3,180 4,860 163,957
ELEC-HOUSE 2327.001 35,832 5,465 16,200 26,404 14,275 20,115 32,795 18,600 3,065 102,120 900 2,100 1,320 2,160 2,300 283,651
GAS - HOUSE 2327.002 19,140 9,248 5,875 1,200 4,630 900 765 14,060 600 49,935 1,200 180 - 660 1,080 109,473
ELEC. - APT 2328.001 1,800 480 2,400 - 660 1,080 180 1,200 550 9,600 1,080 600 - 120 480 20,230
GAS - APT 2328.002 - 120 240 - - - 60 240 - - - - - 420 - 1,080
SEWER 2329.001 - - - - - - - - - - - - - - - 0
WATER 2329.002 67,142 14,400 32,290 33,455 21,600 21,600 14,735 57,400 12,000 162,580 17,660 6,200 7,200 9,725 7,620 485,607
TOTAL UTILITY SERVICES 154,478 35,065 67,745 78,099 54,881 57,795 50,815 114,960 23,715 385,555 31,040 11,780 11,725 16,505 17,060 1,111,218
REPAIRS & MAINTENANCE
ELECTRICAL 2401 8,400 1,200 2,400 1,440 5,640 4,200 1,920 6,600 2,400 43,200 1,200 1,080 720 6,600 1,020 88,020
PLUMBING 2402 24,000 4,800 7,200 900 9,360 4,800 3,600 19,200 6,600 73,200 2,400 4,200 1,200 6,600 1,620 169,680
ROOF REPAIRS 2403 2,500 - 2,500 3,500 - - - 2,500 - 5,000 - - - - - 16,000
CARPET & FLOORING 2404 - - - 1,800 - - - - - - - - - - - 1,800
CARPET & FLOORING (ef)2404.001 45,000 6,000 11,000 1,800 16,200 16,200 3,600 24,000 7,200 99,600 6,000 4,800 3,600 4,800 7,200 257,000
GENERAL BLDG SUPL 2405 12,000 3,000 6,000 1,200 3,600 2,100 1,200 3,600 2,100 26,400 1,500 1,980 900 600 2,400 68,580
INTERIOR BLDG SUP 2406 18,000 4,200 13,200 2,400 9,600 9,600 1,800 18,000 12,000 132,000 6,000 4,800 2,400 10,200 4,200 248,400
LANDSCAPING 2407 7,200 2,400 3,000 1,920 2,400 3,000 1,200 7,200 2,100 21,600 1,980 1,800 1,020 1,500 1,500 59,820
TREE MAINTENANCE 2407.001 12,322 2,454 2,940 9,504 5,576 5,568 3,600 24,932 3,300 35,900 2,784 600 3,600 1,200 720 115,000
TOOLS & SMALL EQUIP 2410 1,800 - 480 300 240 600 240 1,200 240 4,800 240 80 - 300 - 10,520
FIELD UNIFORMS 2413 640 200 450 370 520 520 250 660 250 3,000 150 - 150 - 120 7,280
MILEAGE REIMB 2414 - - - - - - - - - - - - - - - 0
APPLIANCES 2415 - - - - - - - - - - - - - - - 0
HVAC 2416 300 - - - - - - - - 1,800 - - - - - 2,100
MECHANICAL EQUIP 2423 1,320 - 1,200 2,945 600 900 360 7,200 1,500 10,200 2,400 - 300 - 780 29,705
EQUIPMENT RENTAL 2424 - - - - - - - - - - - - - - - 0
POOL MAINTENANCE 2441 18,480 18,000 9,960 10,459 9,600 9,000 - 23,741 10,260 36,600 - 10,260 - - 10,260 166,620
PAINTING 2442 3,600 700 1,800 600 2,520 2,880 900 4,800 1,440 18,000 1,920 960 480 2,100 900 43,600
JANITORIAL SUPPLIES 2444 2,400 480 900 720 750 1,500 2,100 4,800 300 14,400 1,200 240 240 600 300 30,930
TURNOVER REIMBURSABLE 2460 (2,940) - - - - - - - - (12,000) - - - - - (14,940)
TOTAL REPAIRS & MAINT.155,022 43,434 63,030 39,858 66,606 60,868 20,770 148,433 49,690 513,700 27,774 30,800 14,610 34,500 31,020 1,300,115
CONTROLLABLE EXPENSES 769,632 216,394 430,009 412,167 348,003 337,728 208,326 664,494 176,340 2,497,411 187,332 136,899 96,206 184,258 132,811 6,798,011
TOTAL EXPENSES 769,632 216,394 430,009 412,167 348,003 337,728 208,326 664,494 176,340 2,497,411 187,332 136,899 96,206 184,258 132,811 6,798,011
NOI 264,015 (34,497)(107,235)86,440 43,947 41,314 (55,131)269,262 16,239 693,892 103,228 (46,858)(19,450)(24,684)(177)1,230,305
STAFF REPORT
PALM DESERT HOUSING AUTHORITY
JOINT PUBLIC WORKS AND DEVELOPMENT SERVICES DEPARTMENT
MEETING DATE: March 24, 2022
PREPARED BY: Randy Chavez, Landscape Supervisor
Jessica Gonzales, Senior Management Analyst
REQUEST: Approval of an Amendment to Contract No. HA38270 with Liberty
Landscaping, Inc., for Landscape Maintenance Services at the
Palm Desert Housing Authority Properties for a two-year term in an
annual amount not to exceed $348,553.
______________________________________________________________________
Recommendation
By Minute Motion, that the Authority Board,
1) Approve the Amendment (“Amendment”) to Contract No. HA38270 with
Liberty Landscaping, Inc., for Landscape Maintenance Services,
Landscape Maintenance Area No. 3, Project No. 903-20 (“Agreement”),
effective July 1, 2022, for the Housing Authority owned properties
(“Properties”) for a two-year term in an amount not to exceed $348,553
annually; and
2) Authorize Staff and RPM Company (“RPM”), the Authority’s contracted
management company, to assign additional services as determined to be
necessary due to emergency actions and/or proactively responding to
issues at the Authority properties; including expenditures, in an annual
amount not to exceed $88,000 for such additional services; and
3) Authorize the Chairman and/or the Executive Director to execute the
Amendment and any documents necessary to effectuate and implement
the actions taken herewith.
Monies have been included in the FY 2022/2023 proposed Palm Desert Housing
Authority’s operating budget, in the appropriate Authority accounts.
Housing Commission Recommendation
The Housing Commission will review this recommendation at its regular meeting of
March 2, 2022. Upon request, a verbal report will be provided at the Authority’s regular
meeting of March 10, 2022.
March 10, 2022 – STAFF REPORT
Housing Authority – Amendment to Contract No. HA38270 with Liberty
Page 2 of 3
Strategic Plan
This request does not apply to a specific strategic plan goal.
Executive Summary
Approval of this request will authorize an extension to Contract HA38270 (“Contract”)
with Liberty Landscaping, Inc. (“Liberty”) for annual landscape maintenance services
(“Services”) at the Palm Desert Housing Authority (“Authority”) properties for an
additional two years, beginning July 1, 2022, with a 4.2% increase to the current fee per
service basis. Estimated cost for a twelve (12) month period is $348,553 for contract
Services plus extra work in the amount not to exceed $88,000 (which is 25% of the
overall contract amount).
The existing Contract terminates on June 30, 2022 and allows the parties to the
Contract to extend the term for an additional two (2) one-year terms. Liberty has been
the Authority’s landscape maintenance contractor for Palm Desert Housing Authority
properties since July 1, 2014 and has been performing satisfactory under its current
Contract obligations. Staff recommends that the Authority continue to contract with
Liberty for these services to maintain continuity in the quality of landscape standards.
Background Analysis
On May 23, 2019, the Authority approved a Contract with Liberty, for the purpose of
providing landscape maintenance services at fifteen (15) multi-family and senior
Authority properties. The original Contract term was for a three-year period (July 1,
2019 - June 30, 2022). As permitted under the Contract, by written consent of both the
Authority and Liberty, and approval by the Authority Board, an amendment to the
Contract may be approved.
This request will extend Liberty’s Contract for Services at the Properties for an
additional two years beginning July 1, 2022 and terminating June 30, 2024. The
proposed Amendment to Liberty will continue to provide the same scope of Services at
the Properties. The current Contract fee, per month will increase by 4.2% per service
basis for the extended contract term. Liberty has demonstrated that there has been an
increase in the price for their costs of goods, fuel, materials and required labor rates
including prevailing wages associated in the Services. Considering this increase, the
annual cost is $348,553 for contract services plus extra work in the amount not to
exceed $88,000. Extra work and services cover unquantifiable activities that may arise
and are necessary for landscape maintenance services that are not part of the
landscape maintenance contract. All other provisions of the contract remain
unchanged.
Staff has reviewed the proposal from Liberty and finds it acceptable as it will provide the
same level of performance and continuity in the quality of landscape standards.
March 10, 2022 – STAFF REPORT
Housing Authority – Amendment to Contract No. HA38270 with Liberty
Page 3 of 3
Therefore, Staff is herein recommending approval of an amendment to Contract No.
HA38270 with Liberty for an additional two (2) years for landscaping maintenance
services, effective July 1, 2022.
Fiscal Analysis
The fiscal impact to the Housing Authority of the Amendment extending the term of the
Agreement is the same as it is currently. Although there has been a slight increase in
the per property per month cost, staff believes the not to exceed amount is sufficient to
accommodate the needs of the complexes for the extended contract term. Actual
expenditures will be paid from the FY 2022/2023 monies that have been included in the
proposed FY 2022/2023 Authority’s operating budget, in the appropriate Authority
account.
CONTRACTOR: Liberty Landscaping, Inc.
5212 El Rivino Road
Riverside, CA 92509
ATTACHMENTS:
1. Liberty Letter Request for Extension and Increase (dated February 11, 2022)
2. Liberty Operating Cost Analysis
3. Draft Amendment
LEGAL
REVIEW
DEPT.
REVIEW
DEPT.
REVIEW
FINANCIAL
REVIEW
ASSISTANT CITY
MANAGER
Special
Counsel to
the Authority
Martin Alvarez
Martin Alvarez
Director of
Development
Services
Department
Andy Ramirez
Andy Ramirez
Deputy Director
of Public Works
Department
Veronica Chavez
Veronica Chavez
Interim Director of
Finance
Andy
Firestine
Assistant
City Manager
e Director, Todd Hileman:
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Dec-21
REPORT DATE: 1/1/2022 TERESA VAKILI
"MULTI-FAMILY PROPERTIES"Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 7 6 4 2 2 5 5 2 1 1 2 0 2
c. Occupied Units 134 135 137 139 139 136 136 139 140 140 139 141 139
d. Pending Leases 1 3 2 2 2 1 2 1 0 1 1 1 1
e. Ending Occupied & Pre-leased 135 138 139 141 141 137 138 140 140 141 140 142 140
f. Down Units 3 3 1 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 152 89 80 68 70 34 46 65 40 33 40 35 22
h. Re-Cert Pkts Sent Out During Month 13 6 5 13 17 14 9 3 15 11 16 15 8
i. Number of Traffic Qualified 2 8 5 2 5 4 5 22 13 14 10 14 6
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 2 0 0 0 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b. Vacant Units 3 3 3 3 3 4 3 2 2 2 2 2 2
c. Occupied Units 61 61 61 61 61 60 61 62 62 62 62 62 62
d. Pending Leases 0 1 0 0 0 0 1 2 1 1 1 0 0
e. Ending Occupied & Pre-leased 61 62 61 61 61 60 62 64 63 63 63 62 62
f. Down Units 1 1 3 3 3 3 2 1 1 1 1 1 1
g. Number of Wait List Contactees 20 36 0 0 0 25 37 10 46 33 76 30 33
h. Re-Cert Pkts Sent Out During Month 7 5 1 3 3 5 8 4 6 2 8 5 6
i. Number of Traffic Qualified 6 15 12 11 10 12 9 24 20 13 21 17 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 1 2 1 1 1 1 1 1 3 4 3 1 1
c. Occupied Units 47 46 47 47 47 47 47 47 45 44 45 47 47
d. Pending Leases 0 0 0 1 0 1 0 0 0 2 2 0 0
e. Ending Occupied & Pre-leased 47 46 47 48 47 48 47 47 45 46 47 47 47
f. Down Units 0 0 0 0 0 0 0 0 1 1 0 0 0
g. Number of Wait List Contactees 25 55 25 20 15 50 70 75 65 70 60 40 45
h. Re-Cert Pkts Sent Out During Month 2 5 2 2 3 7 4 4 5 6 4 4 4
i. Number of Traffic Qualified 2 9 25 20 15 8 5 6 7 4 10 5 11
j. 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 1 1 1 1 1 1 1 1 1 1 2 1 1
c. Occupied Units 23 23 23 23 23 23 23 23 23 23 22 23 23
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 23 23 23 23 23 23 23 23 23 23 22 23 23
f. Down Units 1 1 1 1 1 1 1 1 1 1 2 1 1
g. Number of Wait List Contactees 0 0 0 0 0 7 0 0 0 0 12 10 0
h. Re-Cert Pkts Sent Out During Month 1 1 0 2 2 0 1 1 3 2 0 3 3
i. Number of Traffic Qualified 4 7 8 9 6 7 9 12 9 12 8 12 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 12 12 6 5 7 9 11 12 14 17 17 16 10
c. Occupied Units 372 372 378 379 377 375 373 372 370 367 367 368 374
d. Pending Leases 1 12 7 5 5 6 4 9 8 11 7 14 8
e. Ending Occupied & Pre-leased 373 384 385 384 382 381 377 381 378 378 374 382 382
f. Down Units 0 1 2 2 4 4 5 3 2 2 1 1 1
g. Number of Wait List Contactees 138 94 16 27 85 94 110 90 168 140 101 260 280
h. Re-Cert Pkts Sent Out During Month 27 28 29 37 30 25 26 17 34 21 25 26 24
i. Number of Traffic Qualified 53 76 61 92 59 39 86 118 66 44 43 36 71
j. Number of Traffic Non-Qualified 1 5 1 1 3 1 2 2 14 8 3 11 11
01/01/2022 Page 1 of 11 MOS Multi-Family 12.21
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES"Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-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 1 1 3 3 3 3 3 3 4 4 3 3
c. Occupied Units 34 35 35 33 33 33 33 33 33 32 32 33 33
d. Pending Leases 2 0 0 0 0 1 1 2 2 1 2 1 2
e. Ending Occupied & Pre-leased 36 35 35 33 33 34 34 35 35 33 34 34 35
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 40 50 40 20 15 40 70 75 65 70 60 48 45
h. Re-Cert Pkts Sent Out During Month 2 1 1 1 5 2 6 6 3 2 6 3 1
i. Number of Traffic Qualified 1 25 8 20 15 5 3 5 0 2 0 4 6
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 1 1 1 3 4 4 4 4 4 3
c. Occupied Units 20 20 20 19 19 19 17 16 16 16 16 16 17
d. Pending Leases 0 0 0 0 0 0 0 0 2 1 2 2 1
e. Ending Occupied & Pre-leased 20 20 20 19 19 19 17 16 18 17 18 18 18
f. Down Units 0 0 0 0 0 1 1 1 0 1 2 2 2
g. Number of Wait List Contactees 0 0 0 20 15 30 70 55 65 52 60 45 48
h. Re-Cert Pkts Sent Out During Month 1 5 2 0 0 0 1 2 2 0 1 2 1
i. Number of Traffic Qualified 0 0 2 15 15 3 0 0 2 0 0 2 3
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 1 1 1 2 2 2 2 1 1 1
c. Occupied Units 16 16 16 15 15 15 14 14 14 14 15 15 15
d. Pending Leases 0 0 0 0 0 0 1 1 0 0 1 1 1
e. Ending Occupied & Pre-leased 16 16 16 15 15 15 15 15 14 14 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 30 53 72 68 54 88 48 0
h. Re-Cert Pkts Sent Out During Month 1 2 0 2 2 2 0 0 2 1 2 1 1
i. Number of Traffic Qualified 4 6 7 7 3 5 8 9 15 17 5 9 6
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 26 25 16 17 19 25 29 27 30 35 35 28 23
c. Occupied Units 707 708 717 716 714 708 704 706 703 698 698 705 710
d. Pending Leases 4 16 9 8 7 9 9 15 13 17 16 19 13
e. Ending Occupied & Pre-leased 711 724 726 724 721 717 713 721 716 715 714 724 723
f. Down Units 5 6 7 6 8 9 9 6 5 6 6 5 5
g. Number of Wait List Contactees 375 324 161 155 200 310 456 442 517 452 497 516 473
h. Re-Cert Pkts Sent Out During Month 54 53 40 60 62 55 55 37 70 45 62 59 48
i. Number of Traffic Qualified 72 146 128 176 128 83 125 196 132 106 97 99 123
j. Number of Traffic Non-Qualified 1 5 1 1 3 1 2 2 16 8 3 11 11
01/01/2022 Page 2 of 11 MOS Multi-Family 12.21
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Dec-21
REPORT DATE: 1/1/2022 TERESA VAKILI
"SENIOR PROPERTIES"Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 0 0 0 0 1 3 2 2 0 0 0 0 0
c. Occupied Units 30 30 30 30 29 27 28 28 30 30 30 30 30
d. Pending Leases 0 0 0 0 1 1 0 2 0 0 0 0 0
e. Ending Occupied & Pre-leased 30 30 30 30 30 28 28 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 7 12 5 16 11 60 80 77 0 30 0 0 0
h. Re-Cert Pkts Sent Out During Month 3 3 1 2 2 2 1 1 5 2 2 4 4
i. Number of Traffic Qualified 0 3 0 8 0 6 2 6 7 3 0 5 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 0 2 2 1 1 1 1 0 2 1 2 2 1
c. Occupied Units 73 71 71 72 72 72 72 73 71 72 71 71 72
d. Pending Leases 0 1 2 1 1 1 1 1 2 0 1 1 1
e. Ending Occupied & Pre-leased 73 72 73 73 73 73 73 74 73 72 72 72 73
f. Down Units 0 0 0 0 0 0 0 0 0 1 0 0 0
g. Number of Wait List Contactees 18 46 30 34 40 43 64 36 45 45 40 25 48
h. Re-Cert Pkts Sent Out During Month 1 5 5 8 8 9 4 7 7 9 0 4 1
i. Number of Traffic Qualified 5 11 14 20 20 15 16 30 30 22 10 6 7
j. Number of Traffic Non-Qualified 6 7 7 6 7 12 19 1 3 10 15 10 18
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 0 1 1 3 2 2 0 1 2 2 2 1 2
c. Occupied Units 72 71 71 69 70 70 72 71 70 70 70 71 70
d. Pending Leases 0 0 0 2 1 2 0 0 1 0 1 0 0
e. Ending Occupied & Pre-leased 72 71 71 71 71 72 72 71 71 70 71 71 70
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 8 19 18 37 34 28 40 112 121 124 92 106 86
h. Re-Cert Pkts Sent Out During Month 5 3 5 3 3 1 5 10 7 12 3 2 2
i. Number of Traffic Qualified 1 6 2 8 5 5 6 5 10 4 3 4 3
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 1 0 0 0 0 0 0 0 1 2 2 1 1
c. Occupied Units 26 27 27 27 27 27 27 27 26 25 25 26 26
d. Pending Leases 1 0 0 0 0 0 0 0 0 0 0 1 1
e. Ending Occupied & Pre-leased 27 27 27 27 27 27 27 27 26 25 25 27 27
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 25 0 0 0 0 0 0 0 35 80 25 3 0
h. Re-Cert Pkts Sent Out During Month 1 1 2 4 2 2 4 1 3 0 4 2 1
i. Number of Traffic Qualified 8 18 14 13 26 16 10 22 12 14 12 10 9
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 5 1 1 1 3 3 3 3 5 6 5 6 6
c. Occupied Units 145 149 149 149 147 147 147 147 145 144 145 144 144
d. Pending Leases 3 1 1 0 1 1 0 1 3 2 1 1 5
e. Ending Occupied & Pre-leased 148 150 150 149 148 148 147 148 148 146 146 145 149
f. Down Units 1 0 0 1 1 2 3 3 2 2 2 3 3
g. Number of Wait List Contactees 45 50 48 50 65 8 215 92 210 154 126 229 144
h. Re-Cert Pkts Sent Out During Month 5 15 3 6 10 17 7 16 12 19 8 8 7
i. Number of Traffic Qualified 24 40 36 32 27 31 34 38 39 39 67 28 32
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
01/01/2022 Page 3 of 11 MOS Senior 12.21
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES"Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-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 0 0 0 0 1 1 0 0 0
c. Occupied Units 15 15 15 14 15 15 15 15 14 14 15 15 15
d. Pending Leases 0 0 0 1 0 0 0 0 0 1 0 0 0
e. Ending Occupied & Pre-leased 15 15 15 15 15 15 15 15 14 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 2 7 1 10 0 0 0 0 16 9 0 9 0
h. Re-Cert Pkts Sent Out During Month 0 1 2 2 1 1 2 4 1 4 0 0 0
i. Number of Traffic Qualified 1 2 0 5 0 0 0 2 0 4 2 2 1
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 1 1 0 0 1 1 1 1 0 0 0 0 0
c. Occupied Units 13 13 14 14 13 13 13 13 14 14 14 14 14
d. Pending Leases 0 0 0 0 0 0 0 1 0 0 0 0 0
e. Ending Occupied & Pre-leased 13 13 14 14 13 13 13 14 14 14 14 14 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 11 2 0 0 9 70 40 48 0 5 0 9 0
h. Re-Cert Pkts Sent Out During Month 1 1 3 1 1 1 1 2 2 0 0 1 0
i. Number of Traffic Qualified 0 2 1 0 0 2 0 0 2 0 2 0 1
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 7 5 4 6 8 10 7 7 11 12 11 10 10
c. Occupied Units 374 376 377 375 373 371 374 374 370 369 370 371 371
d. Pending Leases 4 2 3 4 4 5 1 5 6 3 3 3 7
e. Ending Occupied & Pre-leased 378 378 380 379 377 376 375 379 376 372 373 374 378
f. Down Units 1 0 0 1 1 2 3 3 2 3 2 3 3
g. Number of Wait List Contactees 116 136 102 147 159 209 439 365 427 447 283 381 278
h. Re-Cert Pkts Sent Out During Month 16 29 21 26 27 33 24 41 37 46 17 21 15
i. Number of Traffic Qualified 39 82 67 86 78 75 68 103 100 86 96 55 55
j. Number of Traffic Non-Qualified 6 7 7 6 7 12 19 1 3 10 15 10 18
01/01/2022 Page 4 of 11 MOS Senior 12.21
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET
December 2021
AMI %
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20%10,850 226 12,400 258 13,950 291 15,500 323
25%13,563 283 15,500 323 17,438 363 19,375 404
30%16,600 346 19,000 396 21,960 458 26,500 552
35%18,988 396 21,700 452 24,413 509 27,125 565
40%21,700 452 24,800 517 27,900 581 31,000 646
45%24,413 509 27,900 581 31,388 654 34,875 727
50%27,650 576 31,600 658 35,550 741 39,500 823
55%29,838 622 34,100 710 38,363 799 42,625 888
60%32,550 678 37,200 775 41,850 872 46,500 969
65%35,263 735 40,300 840 45,338 945 50,375 1,049
70%37,975 949 43,400 1,085 48,825 1,221 54,250 1,356
75%40,688 1,017 46,500 1,163 52,313 1,308 58,125 1,453
80%44,250 1,106 50,600 1,265 56,900 1,423 63,200 1,580
85%46,113 1,153 52,700 1,318 59,288 1,482 65,875 1,647
90%48,825 1,221 55,800 1,395 62,775 1,569 69,750 1,744
95%51,538 1,288 58,900 1,473 66,263 1,657 73,625 1,841
100%54,250 1,356 62,000 1,550 69,750 1,744 77,500 1,938
105%56,963 1,424 65,100 1,628 73,238 1,831 81,375 2,034
110%59,675 1,492 68,200 1,705 76,725 1,918 85,250 2,131
115%62,388 1,560 71,300 1,783 80,213 2,005 89,125 2,228
120%65,100 1,628 74,400 1,860 83,700 2,093 93,000 2,325
Riverside County Income Eligibility as of 7/1/2021. Monthly rent is exclusive of Utility Allowance.
Senior Complexes
Average Mo. RentNo. of Units
14
371
281
493
795
1,144
678
Average Mo. RentNo. of Units
Multi-Family Complexes
HOUSEHOLD SIZE
1 2 3 4
Extremely Low
0-30%
Very Low
31-50%
Low
51-80%
Moderate
81%-120%
Total
138
160
59
710
286
519
844
1,189
710
184
210
218
98
Extremely Low
0-30%
Very Low
31-50%
Low
51-80%
Moderate
81%-120%
Total
01/01/2021 Page 5 of 11 Summary Rpt #1 12.21
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH:
REPORT DATE:REPORTED BY:TERESA VAKILI
"MULTI-FAMILY"
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 2 185 2 185
b. 1 BR, 1 BA 4 213 1 193 13 200 18 203
c. 2 BR, 1 BA 1 213 4 219 2 227 2 210 9 218
d. 2 BR, 2 BA 2 210 8 215 10 214
e. Totals 20%4 3 1 2 25 2 0 2 39
2. VERY LOW: 21-25% OF MEDIAN
a. Studio 5 237 5 237
b. 1 BR, 1 BA 21 275 4 256 6 255 30 258 61 263
c. 2 BR, 1 BA 2 278 4 287 1 279 1 278 8 283
d. 2 BR, 2 BA 8 287 8 287
e. Totals 21-25%21 9 8 0 42 1 0 1 82
3. VERY LOW: 26-30% OF MEDIAN
a. Studio 1 305 1 305
b. 1 BR, 1 BA 12 342 2 316 2 332 11 337 27 337
c. 2 BR, 1 BA 4 379 6 388 3 360 1 372 3 379 17 378
d. 2 BR, 2 BA 2 379 16 388 18 387
e. Totals 26-30%12 3 6 2 33 3 1 3 63
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 2 350 2 350
b. 1 BR, 1 BA 12 402 2 378 2 391 12 394 28 396
c. 2 BR, 1 BA 3 436 3 437 5 413 1 419 12 425
d. 2 BR, 2 BA 2 419 8 431 10 429
e. Totals 31-35%12 4 2 2 23 3 5 1 52
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 1 399 1 399
b. 1 BR, 1 BA 5 459 3 445 1 449 9 460 18 456
c. 2 BR, 1 BA 1 503 6 503 3 503 1 497 1 490 12 502
d. 2 BR, 2 BA 2 497 10 502 12 501
e. Totals 36-40%5 4 2 2 25 3 1 1 43
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 2 461 2 461
b. 1 BR, 1 BA 11 531 3 516 13 524 27 526
c. 2 BR, 1 BA 1 576 5 572 6 559 1 554 13 565
d. 2 BR, 2 BA 1 560 13 576 14 575
e. Totals 41-45%11 2 4 1 31 6 1 0 56
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 3 518 3 518
b. 1 BR, 1 BA 12 600 3 576 1 602 7 600 23 597
c. 2 BR, 1 BA 1 663 10 656 2 641 2 641 2 631 17 650
d. 2 BR, 2 BA 4 639 12 648 16 645
e. Totals 46-50%12 6 2 4 29 2 2 2 59
Total very low =77 31 25 13 208 20 10 10 394
·Percent of total 55.40%50.00%53.19%56.52%55.61%60.61%58.82%66.67%55.49%
8. LOWER: 51-55% OF MEDIAN
a. Studio 2 581 1 581 3 581
b. 1 BR, 1 BA 9 656 2 646 8 647 19 651
c. 2 BR, 1 BA 1 693 3 714 8 718 4 700 1 701 17 710
d. 2 BR, 2 BA 2 721 11 721 13 721
e. Totals 51-55%9 3 6 2 27 4 0 1 52
9. LOWER: 56-60% OF MEDIAN
a. Studio 3 631 3 631
b. 1 BR, 1 BA 13 725 1 692 1 700 12 715 27 718
c. 2 BR, 1 BA 3 782 10 780 6 822 2 777 21 792
d. 2 BR, 2 BA 2 783 8 798 10 795
e. Totals 56-60%13 4 4 2 30 6 2 0 61
ONE QUAIL
PLACE
PALM
VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS
Dec-21
1/1/2022
CALIFORNIA
VILLAS
DESERT
POINTE
LAGUNA
PALMS
01/01/2022 Page 6 of 11 Rpt #1 Multi-Family 12.21
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
"MULTI-FAMILY"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
ONE QUAIL
PLACE
PALM
VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS CALIFORNIA
VILLAS
DESERT
POINTE
LAGUNA
PALMS
10. LOWER: 61-65% OF MEDIAN
a. Studio 4 679 1 694 5 682
b. 1 BR, 1 BA 5 778 11 771 16 773
c. 2 BR, 1 BA 1 859 2 876 2 849 5 862
d. 2 BR, 2 BA 1 842 8 857 9 856
e. Totals 61-65%5 5 1 1 21 0 2 0 35
11. LOWER: 66-70% OF MEDIAN
a. Studio 3 835 3 835
b. 1 BR, 1 BA 5 977 3 971 8 974
c. 2 BR, 1 BA 3 1,074 1 1,137 1 1,105 5 1,093
d. 2 BR, 2 BA 2 1,127 7 1,138 9 1,136
e. Totals 66-70%5 3 0 2 13 1 1 0 25
12. LOWER: 71-75% OF MEDIAN
a. Studio 2 875 1 835 3 861
b. 1 BR, 1 BA 8 1,016 4 1,019 12 1,017
c. 2 BR, 1 BA 1 1,230 2 1,231 1 1,224 1 1,230 5 1,229
d. 2 BR, 2 BA 3 1,234 3 1,234
e. Totals 71-75%8 2 2 0 9 0 1 1 23
13. LOWER: 76-80% OF MEDIAN
a. Studio 1 835 1 835
b. 1 BR, 1 BA 4 1,007 1 1,021 7 1,014 12 1,012
c. 2 BR, 1 BA 1 1,214 1 1,321 1 1,208 3 1,248
d. 2 BR, 2 BA 6 1,239 6 1,239
e. Totals 76-80%4 2 1 0 14 1 0 0 22
Total lower =44 19 14 7 114 12 6 2 218
·Percent of total 31.65%30.65%29.79%30.43%30.48%36.36%35.29%13.33%30.70%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 2 895 2 895
b. 1 BR, 1 BA 17 1,039 7 1,039 15 1,043 39 1,041
c. 2 BR, 1 BA 1 1,390 2 1,298 8 1,304 12 1,289 1 1,390 1 1,390 3 1,279 28 1,304
d. 2 BR, 2 BA 1 1,390 3 1,338 25 1,288 29 1,297
Total moderate =18 12 8 3 52 1 1 3 98
Percent of total 12.95%19.35%17.02%13.04%13.90%3.03%5.88%20.00%13.80%
15. Total units occupied:139 62 47 23 374 33 17 15 710
16. Occupancy rate =99%97%98%96%97%92%85%94%97%
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%
01/01/2022 Page 7 of 11 Rpt #1 Multi-Family 12.21
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
REPORTING MONTH:
REPORT DATE:REPORTED BY:TERESA VAKILI
"SENIOR PROPERTIES"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 2 255 5 171 5 186 12 191
b. 1 BR, 1 BA 2 192 3 224 3 205 8 209
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 20%2 2 5 3 8 0 0 20
2. VERY LOW: 21-25% OF MEDIAN
a. Studio 14 315 12 227 22 256 48 266
b. 1 BR, 1 BA 3 240 1 363 2 259 6 294 4 277 1 261 3 249 20 274
c. 2 BR, 1 BA 1 282 1 282
d. 2 BR, 2 BA 0 -
e. Totals 21-25%4 15 14 6 26 1 3 69
3. VERY LOW: 26-30% OF MEDIAN
a. Studio 4 387 11 288 10 322 25 317
b. 1 BR, 1 BA 1 332 5 325 4 367 8 373 2 326 4 320 24 348
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 26-30%1 4 16 4 18 2 4 49
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 6 446 5 336 14 384 25 389
b. 1 BR, 1 BA 6 377 1 494 4 380 2 415 5 423 3 383 2 388 23 398
c. 2 BR, 1 BA 1 416 1 416
d. 2 BR, 2 BA 0 -
e. Totals 31-35%7 7 9 2 19 3 2 49
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 4 517 1 387 10 449 15 463
b. 1 BR, 1 BA 2 453 2 453 5 478 5 489 2 449 16 472
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 36-40%2 4 3 5 15 2 0 31
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 6 573 5 450 12 511 23 514
b. 1 BR, 1 BA 4 510 1 654 3 517 1 541 6 565 3 515 2 504 20 536
c. 2 BR, 1 BA 1 573 1 573
d. 2 BR, 2 BA 0 -
e. Totals 41-45%5 7 8 1 18 3 2 44
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 10 646 3 523 7 581 20 605
b. 1 BR, 1 BA 3 575 2 706 4 580 4 657 1 596 2 594 16 617
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 46-50%3 12 7 0 11 1 2 36
Total very low =24 51 62 21 115 12 13 298
·Percent of total 80.00%70.83%88.57%80.77%79.86%80.00%92.86%80.32%
8. LOWER: 51-55% OF MEDIAN
a. Studio 3 703 5 638 8 662
b. 1 BR, 1 BA 1 646 4 710 1 631 6 686
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 51-55%0 3 1 0 9 1 0 14
9. LOWER: 56-60% OF MEDIAN
a. Studio 6 764 2 607 5 709 13 719
b. 1 BR, 1 BA 2 711 2 872 1 711 1 750 2 777 1 711 9 766
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 56-60%2 8 3 1 7 0 1 22
CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
Dec-21
1/1/2022
PUEBLOS TOTALS SAGE CREST
SR.
01/01/2022 Page 8 of 11 Rpt #1 Senior 12.21
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT
"SENIOR PROPERTIES"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
CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA PUEBLOS TOTALS SAGE CREST
SR.
10. LOWER: 61-65% OF MEDIAN
a. Studio 2 828 1 662 3 755 6 764
b. 1 BR, 1 BA 1 776 1 776 1 792 1 778 4 781
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 61-65%1 2 2 1 3 1 0 10
11. LOWER: 66-70% OF MEDIAN
a. Studio 4 1,058 1 1,023 5 1,051
b. 1 BR, 1 BA 0 -
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 66-70%0 4 0 0 1 0 0 5
12. LOWER: 71-75% OF MEDIAN
a. Studio 3 1,055 1 971 4 1,034
b. 1 BR, 1 BA 0 -
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 71-75%0 3 0 0 1 0 0 4
13. LOWER: 76-80% OF MEDIAN
a. Studio 1 902 1 902
b. 1 BR, 1 BA 1 968 1 1,006 1 1,306 3 1,093
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 76-80%1 0 1 1 1 0 0 4
Total lower =4 20 7 3 22 2 1 59
Percent of total 13.33%27.78%10.00%11.54%15.28%13.33%7.14%15.90%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 3 1,020 3 1,020
b. 1 BR, 1 BA 1 1,042 1 968 2 1,056 4 1,254 1 1,044 9 1,131
c. 2 BR, 1 BA 1 1,390 1 1,390
d. 2 BR, 2 BA 1 1,390 1 1,390
Total moderate =2 1 1 2 7 1 0 14
Percent of total 6.67%1.39%1.43%7.69%4.86%6.67%0.00%3.77%
15. Total units occupied:30 72 70 26 144 15 14 371
16. Occupancy rate =100%99%97%96%96%100%100%97%
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%
01/01/2022 Page 9 of 11 Rpt #1 Senior 12.21
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Dec-21 "MULTI-FAMILY PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 1/1/2022
CALIFORNIA DESERT LAGUNA 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 77 31 25 13 208 20 10 10 394
Total rental income 30,891 11,103 9,602 6,126 85,981 9,269 4,770 4,006 161,748
Per occupied unit 401 358 384 471 413 463 477 401 411
LOWER: 51% --> 80%
Occupied units 44 19 14 7 114 12 6 2 218
Total rental income 36,260 14,126 11,034 6,104 98,898 10,077 5,581 1,931 184,011
Per occupied unit 824 743 788 872 868 840 930 966 844
MODERATE: 81% --> 120%
Occupied units 18 12 8 3 52 1 1 3 98
Total rental income 19,053 13,049 10,432 4,014 63,313 1,390 1,390 3,837 116,478
Per occupied unit 1,059 1,087 1,304 1,338 1,218 1,390 1,390 1,279 1,189
Summary Income:
Rental 86,204 38,278 31,068 16,244 248,192 20,736 11,741 9,774 462,237
Other Income:
Laundry - - - 552 2,574 - - - 3,126
Other 108 (5,707) (3,750) 482 (1,980) (1,351) (2,631) (1,186) (16,014)
Total Operating Income 86,312 32,571 27,318 17,278 248,786 19,385 9,110 8,588 449,349
Occupied Units 139 62 47 23 374 33 17 15 710
Income per occupied unit 621 525 581 751 665 587 536 573 633
EXPENSES
Operating Expenses:
Payroll 19,749 9,959 9,451 3,892 62,796 5,317 2,543 2,763 116,470
Per occupied unit 142 161 201 169 168 161 150 184 164
Administrative 8,849 5,294 3,461 1,738 22,764 2,065 1,249 1,731 47,152
Per occupied unit 64 85 74 76 61 63 73 115 66
Advertising/Promotion - - - - 68 - - - 68
Per occupied unit - - - - 0 - - - 0
Contract Services 4,804 1,836 2,255 1,120 9,673 955 1,352 745 22,741
Per occupied unit 35 30 48 49 26 29 80 50 32
Utility Services 14,714 2,881 4,848 1,483 22,630 2,377 1,291 1,275 51,500
Per occupied unit 106 46 103 64 61 72 76 85 73
Maintenance 9,457 10,619 4,784 2,197 28,120 1,060 2,636 4,841 63,714
Per occupied unit 68 171 102 96 75 32 155 323 90
Replacement expense 695 - 952 689 17,187 - 1,750 - 21,273
Per occupied unit 5 - 20 30 46 - 103 - 30
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 58,269 30,590 25,751 11,120 163,238 11,775 10,821 11,355 322,919
Per occupied unit 419 493 548 483 436 357 637 757 455
Summary Revenue and Expenses
Total Operating Income 86,312 32,571 27,318 17,278 248,786 19,385 9,110 8,588 449,349
Total Operating Expenses 58,269 30,590 25,751 11,120 163,238 11,775 10,821 11,355 322,919
Monthly Net Operating Income 28,043 1,981 1,567 6,159 85,548 7,610 (1,711) (2,767) 126,431
Per occupied unit 202 32 33 268 229 231 (101) (184) 178
FYTD Net Operating Income* 202,378 52,685 18,294 13,695 580,451 47,220 (14,696) (2,987) 897,040
Previous Fiscal Year NOI (6/30/2021)*496,300 40,494 35,319 18,778 775,130 58,169 21,650 (9,331) 1,436,510
NEIGHBORS
* For comparison purposes, Net Operating Income YTD excludes all capital expenditures and corresponding reimbursement, as those are typically paid from replacement reserve funds and/or bond funds at this time (not PDHA revenue).
01/01/2022 Page 10 of 11 Rpt #2 Multi-Family 12.21
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Dec-21 "SENIOR PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 1/1/2022
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 24 51 62 21 115 12 13 298
Total rental income 9,640 24,033 21,073 7,665 45,132 5,101 4,999 117,643
Per occupied unit 402 471 340 365 392 425 385 395
LOWER: 51% --> 80%
Occupied units 4 20 7 3 22 2 1 59
Total rental income 3,166 17,490 4,911 2,548 16,694 1,409 711 46,929
Per occupied unit 792 875 702 849 759 705 711 795
MODERATE: 81% --> 120%
Occupied units 2 1 1 2 7 1 - 14
Total rental income 2,432 1,390 968 2,112 8,076 1,044 16,022
Per occupied unit 1,216 1,390 968 1,056 1,154 1,044 1,144
Summary Income:
Rental 15,238 42,913 26,952 12,325 69,902 7,554 5,710 180,594
Other Income:
Laundry - 164 284 - 556 - - 1,003
Other 387 2,007 558 (290) 2,078 - 751 5,491
Total operating income 15,625 45,084 27,794 12,035 72,536 7,554 6,461 187,088
Occupied Units 30 72 70 26 144 15 14 371
Income per occupied unit 521 626 397 463 504 504 462 504
EXPENSES
Operating Expenses:
Payroll 4,899 13,075 11,632 4,248 16,469 3,008 2,288 55,619
Per occupied unit 163 182 166 163 114 201 163 150
Administrative 1,748 4,419 4,342 1,630 10,961 1,679 889 25,666
Per occupied unit 58 61 62 63 76 112 63 69
Advertising/promotion - 38 - - - - - 38
Per occupied unit - 1 - - - - - 0
Contract services 930 1,945 2,878 1,675 4,900 530 425 13,283
Per occupied unit 31 27 41 64 34 35 30 36
Utility services 1,912 2,291 4,220 30,785 8,277 888 1,031 49,404
Per occupied unit 64 32 60 1,184 57 59 74 133
Maintenance 1,090 3,993 3,559 656 9,682 688 997 20,663
Per occupied unit 36 55 51 25 67 46 71 56
Replacement expense 1,183 551 1,350 575 5,801 1,038 - 10,498
Per occupied unit 39 8 19 22 40 69 - 28
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 11,762 26,311 27,981 39,569 56,090 7,830 5,630 175,173
Per occupied unit 392 365 400 1,522 390 522 402 472
Summary Revenue and Expenses
Total Operating Income 15,625 45,084 27,794 12,035 72,536 7,554 6,461 187,088
Total Operating Expenses 11,762 26,311 27,981 39,569 56,090 7,830 5,630 175,173
Monthly Net Operating Income 3,863 18,772 (187) (27,534) 16,447 (276) 831 11,916
Per occupied unit 129 261 (3) (1,059) 114 (18) 59 32
FYTD Net Operating Income* 9,509 89,533 (8,789) (15,683) 144,924 (7,817) 5,541 217,219
Previous Fiscal Year NOI (6/30/2021)* (25,254) 128,625 (82,847) (11,939) 265,208 (10,459) 2,761 266,095
* For comparison purposes, Net Operating Income YTD excludes all capital expenditures and corresponding reimbursement, as those are typically paid from replacement reserve funds and/or bond funds at this time (not PDHA revenue)
01/01/2022 Page 11 of 11 Rpt #2 Senior 12.21
Palm Desert Housing Authority
Project Report
January 2022
1
California Villas - 141 Units
77-107 California Drive
• Completed two (2) make ready units which include painting, cleaning and maintenance
• Repaired and refinished tub and enclosure in the bathroom of unit #F-2
• Flooring repair in occupied unit #C-6, re-stretched carpet
• Detailed office, clubhouse, restrooms and laundry room
• Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures
• Cleaned debris and leaves around sidewalks, parking lots and carports
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
24 0 / 0 1 / 1 0 2
Candlewood - 30 Units
74-000 Shadow Mountain Drive
• Repaired roof leak in unit #C, replaced two (2) roof drain rubber couplers. Also replaced baseboard
and ceiling drywall, installed new carpet pad and steam cleaned carpet due to water damage
• Replaced flooring in unit #17 with vinyl planks, reasonable accommodation
• Inspected all fire extinguishers
• Painted all carports
• Cleaned debris and leaves around parking lots and carports
• Cleaned and detailed top railings, elevator, pools, laundry room, dumpsters and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
16 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
• Detailed clubhouse, office, pool and laundry rooms
• Cleaned debris and leaves around sidewalks, parking lots and carports
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
19 0 / 0 1 / 0 0 0
Palm Desert Housing Authority
Project Report
January 2022
2
Catalina Gardens - 72 Units
73-600 Catalina Way
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• A/C repair in unit #O-4, replaced blower motor and capacitor
• Replaced flooring in unit #Q-3 from carpet to vinyl, reasonable accommodation
• Inspected all fire extinguishers
• Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
25 0 / 0 0 / 0 1 1
Desert Pointe - 64 Units
43-805 Monterey Avenue
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Roof project complete
• Fixed water heater for laundry room, replaced recirculating pump and check valve
• Cleaned and detailed mailbox area, pool area and furniture
• Cleaned debris and leaves around walkways, dumpster area, parking lots and carports
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
4 0 / 1 0 / 0 0 0
Laguna Palms - 48 Units
73-875 Santa Rosa Way
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Irrigation repair by units #1, #6, #13, #42 and front of Leasing office
• Replaced PTAC in units #14 and #32
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry, pool area, dumpsters and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
20 0 / 0 0 / 0 1 0
Palm Desert Housing Authority
Project Report
January 2022
3
La Rocca Villas - 27 Units
72-135 Golden Eagle Lane
• Detailed clubhouse, restrooms and laundry room
• Inspected all fire extinguishers
• 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
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
16 0 / 0 0 / 0 2 0
Las Serenas - 150 Units
73-315 Country Club Drive
• Completed two (2) make ready units which include painting, cleaning, and maintenance
• Renovation for units #204 and #208 complete
• Repaired and refinished kitchen counter, tub and enclosure in unit #197
• Tub conversion into walk-in shower for unit #189, reasonable accommodation
• Replaced vinyl in the bathroom of unit #134
• Welded pool gate #2 to close properly
• Cleaned office, clubhouse, pool furniture, laundry and restrooms
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed lamp posts, exterior light fixtures, dumpsters and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
69 0 / 0 2 / 2 0 0
Neighbors - 24 Units
73-535 Santa Rosa Way
• Renovation for unit #4 complete
• Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
6 0 / 0 0 / 0 0 0
Palm Desert Housing Authority
Project Report
January 2022
4
One Quail Place - 384 Units
72-600 Fred Waring Dr.
• Completed four (4) make ready units which include painting, cleaning, and maintenance
• Replaced carpet in occupied unit #707
• Fixed leak behind the closet wall in unit #4003, replaced water damaged drywall and reinstalled
cabinets and baseboard. Moisture level inside the unit was also tested and test result came negative
• Renovation in unit #4003 complete
• Fixed leaking water main line in the kitchen of units #4013 and #4101
• Repaired a 1” PVC water main line leak for Building #19
• Repaired a 2” PVC water main line leak near the back patio of unit #1201
• Replaced dead plants around pool #1
• Golf cart repair, replaced brake drum, brake drum on driver side was spun
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
114 0 / 0 4 / 3 2 3
Palm Village - 36 Units
73-650 Santa Rosa Way
• Completed one (1) make ready unit which includes painting, cleaning, and maintenance
• Detailed laundry
• Fire alarm annual testing for Buildings A, B and C
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs, dumpster areas and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
18 0 / 0 0 / 0 1 0
Pueblos - 15 Units
73-695 Santa Rosa Way
• Detailed laundry room
• Annual maintenance of all fire extinguishers
• Fixed A/C in unit #103, replaced blower motor
• Cleaned and detailed pool, pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
11 0 / 0 0 / 0 0 0
Palm Desert Housing Authority
Project Report
January 2022
5
Sage Crest Senior - 14 Units
73-811 Santa Rosa Way
• Detailed elevator
• Inspected all fire extinguishers
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
7 0 / 0 0 / 0 0 0
Santa Rosa – 20 Units
73-625 Santa Rosa Way
• Completed one (1) make ready unit which includes painting, cleaning, and maintenance
• Detailed laundry room
• Cleaned stairs throughout property
• De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
6 0 / 0 0 / 0 0 0
Taos Palms - 16 Units
44-830 Las Palmas
• Fixed A/C in unit #14, replaced blower motor
• Repaired water leak in the bathroom of unit #14, extracted water and cleaned carpet from the water
damage in unit #14 and neighboring unit #15
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed roofs, dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
12/31/21
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
2 1 / 1 0 / 0 0 0
12/31/21
TOTALS
# of Service
Request(s)
TOTALS
#Carpet/Vinyl
Replacement
Service Request(s)
TOTALS
#Carpet/Vinyl
Replacement
Move Out(s)
TOTALS
#Appliance(s)
Replacement
Service Request(s)
TOTALS
#Appliance(s)
Replacement
Move Out(s)
357 1 / 2 8 / 6 7 6