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HomeMy WebLinkAbout2022-07-13 HC Regular Meeting Agenda PacketPALM DESERT HOUSING AUTHORITY I TI REGULAR PALM DESERT HOUSING COMMISSION MEETING ~~.~ __ W!. AGENDA ~ WEDNESDAY,JULY13,2022 (VIRTUAL MEETING) 3 :30 P.M . CITY OF PALM DESERT, CALIFORNIA I. CALL TO ORDER • Oath of New Com missio n Member II. ROLL CALL • Attendance Record Report Ill. ORAL COMMUNICATIONS Pursuant to Assembly Bill No. 361 , the Housing Commission may be conducted via Teleconfe renceNirtual Meeting and there will be no in-person public access to the meeting location . Any pe rson wishi ng t o discu ss any item not appeari ng on t he agenda may address t he Housing Commission via t he Zoom session at t his point by giving hi s/her name and address fo r t he reco rd . Remarks shall be li m ited t o a maximum of three (3) minutes u nless t he Hous ing Com mi ssio n authorizes additiona l t ime . Because the Brown Act does not allow the Housing Com missio n to t ake action on items not on t he Agenda , members wi ll not enter in to discussion w ith speakers but m ay briefl y respond or inst ead refer th e matter to staff for a repo rt and reco m mendation at a fu ture Housing Com m ission meeti ng. THREE OPTIONS FOR PARTICIPATING IN THE MEETING Option 1 -To Participate by Email : • Send yo ur com ments by e mai l t o sestrada@cityofpalmdesert.org . Emails received by 12:30 p.m . prior to t he meeti ng w ill be made pa rt of the record and will be distribut ed to Housi ng Com m issio ners . T his method is encouraged beca use it will give Com missio ne rs t he opp ortunity t o reflec t on you r inp ut. Ema ils will not be read aloud . Option 2 -To Participate and Provide Verbal Comments Using Your Internet: 1. Click th e lin k: https ://palmdesert .zoom .us/j/84208115544?pwd=NWtGNWRjUXF5R25LZG4 2K2RKeUJMZz09 AGENDA REGULAR HOUSING COMMISSION MEETING -VIRTUAL JULY 13, 2022 2 . Meeting I D : 842 0811 5544 Pa sscode : 958086 Option 3 -To Listen and Provide Verbal Comments Using Your Telephone : 1. Dia l o ne of t he foll owi ng telephone nu m bers provi ded : (For higher quality, dial a telephone number based on your current location .) US : +1 669219 2599 US (Sa n Jose) or +1213338 8477 US (Los Angel es) or +1 602 753 01 40 US (Ph oenix) or +1 97 1 2471 195 US (P ortla nd) .Q! +1 253 215 8782 US (Tacoma) 2 . Ente r th e Meeting ID: 83 1 990 1 3210 Pa sscod e : 655 029 fo ll owed by#. 3 . Indicate th at you are a participan t by pressing # t o continu e. 4. You w ill he ar audio of th e meeting in prog ress . Remain on th e l ine if t he meet ing has not yet sta rted. 5 . During t he mee ting , press *6 to mut e or unmute yourse lf 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 th e V irtua l Re gu lar Housin g Com m ission meet ing of J une 1, 2022 . Rec : Approve as presented . V. ACTION ITEMS A. REQUEST FOR CONSIDERATION t o recom mend awa rdin g Contract No. HA- ----for the des ign-bui ld of t he T aos Palm s Trellis and Entrance Stru cture Re habil itati on to ____ of ____ , California , in t he amou nt of $ __ _ (Project N o . 813-21). Rec: By Minute Moti on , recomm e nd approval t o award Con t ract No . HA- the design-build of the Taos Palm s Trellis a nd Entrance Structu re Re habil it atio n to ____ of ____ Califo rni a in t he A m ount of $ ___ ; an d authorize Finance Direct or t o set asid e a 10% co nti ng e ncy of $___ for unforeseen co ndit io ns ; and au thorize Executi ve Direct or or des ignee t o review and approve written req ues t s for th e co nti ngency amou nt of $ ___ fo r unforesee n conditions ; authorize t h e use of$ ___ in t he fund s from th e Fiscal Year 2022-23 A uthor ity's Ca pita l Replacement Bud get ; a nd aut horize the Ex ecut ive Di recto r or d es ig nee t o execute the agreement a nd any documents necessary to effect ua t e th e act io ns take n herewi t h ; and auth orize the Executive Director or design ee to execut e the Noti ce of Co m pletion ("NOC ") a nd th e Secretary to fil e t he NOC , upon satisfactory comp letion of t he project. 2 0 o. 0 AGENDA REGULAR HOUSING COMMISSION MEETIN.G -VIRTUAL JULY 13, 2022 B. REQUEST FOR CONSIDERATION to recommend approval of an amendment to Contract No. HA-40360 with Southwest Protective Services, Inc., for courtesy patrol services at the Palm Desert Housing Authority ("Authority") properties in a total amount not to exceed $138,580. Rec: By Minute Motion, recommend approval of an Amendment ("Amendment") to Contract No. HA-40360 with Southwest Security Service, Inc., for courtesy patrol services at the Palm Desert Housing Authority ("Authority") properties effective September 1, 2022, for a one-year term in a total annual amount not to exceed $138,580 (includes annual amount not fo exceed $128,580 and up to $10,000 for additional services to be requested as needed); and recommend authorization to the Chairman and/or the Executive Director to execute the Amendment and any documents necessary to effectuate and implement the actions taken herewith. C. REQUEST FOR CONSIDERATION to recommend approval of the named vendors of the Palm Desert Housing Authority ("Authority") by streamlining the bidding process and granting an exception to the bidding requirements Rec: By Minute Motion, recommend approval to grant an exception to the bidding requirements, as provided for by Section 3.30.160(K) of the Palm Desert Municipal Code; and Approving the Authority Vendor List pursuant to 3.30.160(K) for the purposes of providing recurring, routine contractual services, including maintenance work, materials, .supplies, and equipment effective July 15, 2022,. not to exceed $50,000, or as noted on the vendor list, for each named vendor per property (in a 12-month period). VI. REPORTS AND REMARKS A. Commissioners Reports and Remarks • Housing Commission Chair Report 8. Commission Reports • Memo -Annual Regular $cheduled Meetings for FY 2022-2023 • Housing Commission Members Update Information Form C. RPM Company Monthly Reports for April 2022 • 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 May 2022 3 0 0 0 AGENDA REGULAR HOUSING COMMISSION MEETING -VIRTUAL D. Update on the Home Improvement Program ACTIVITY: May 2022 Inquiries (Calls, Walk-Ins, Emails): Applications Provided: Applications Received: Applications being processed: Eligible (Possibly meets criteria): Ineligible (Does not meet criteria): Energy Savings Assistance Programs Referrals: (JHC Construction-SCE/Gas Co)· VII. ADJOURNMENT 2 1 1 0 0 0 0 JULY 13, 2022 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 7th day of July 2022. Stephanie Estrada, Recording Secretary 4 0 0 0 PALM DESERT HOUSING AUTHORITY MEMORANDUM TO: HOUSING COMMISSION FROM: Jessica Gonzales, Senior Management Analyst DATE: July 13, 2022 SUBJECT: HOUSING COMMISSION MEETING ATTENDANCE RECORD. The following information was provided by. the City of Palm Desert's Clerk's Office regarding an update to the Municipal Code by the Clerk's office at the direction of City Council. The Clerk's office has implemented a policy of adding board, committee, and commission members attend,ance record to the agenda. The municipal code updated by City Council considers attendance over a rolling twelve-month period rather than a calendar year beginning in January 2022. 0 CITY OF OM DESERT ATTENDANCE REPORT Advisory Body: Housing Commission Prepared By: Stephanie Estrada, Management Specialist I Buller, Jan P P P Morrison, Melody P E P P P p Palm Desert Municipal Code 2.34.010: P Present A Absent E Excused No meeting 0 9 ,· i>:\; Io!ai\ ;~ :fota1,, -unexcused' 14th: ,.;~b;e~~~~ · ; .lib.?~n,c~s\. 0 0 1 0 1 0 0 0 0 0 I. CALL TO ORDER PALM DESERT HOUSING AUTHORITY PALM D E SERT HOUSING COMMISSION MEETING PRELIMIN ARY MINUTES WEDNESDAY, June 1, 2022-3:30 P.M . (VIRTUAL MEETING) CITY OF PAL M DESERT, CALI FORNIA Honorable Chair Buller ca lled the meeting to order at 3 :46 p.m. II. RO LL C A LL Commissioners Current Meeting Fiscal Year to Date Present Absent Jann Buller, Ch air X Dennis Guinaw, Vi ce Chair X Greg Ballard X Me lody Morrison X A lso Present: Kathleen Ke ll y, City Counci l Member Li aison Martin A lvarez, Director of Developmen t Services Jessica Gonzales , Senior Management Analyst Teresa Vaki li, RPM Company Vice President Celi na Cabrera, Management Analyst Housing Division Stephanie Estrada, Recording Secretary Ill. ORAL COMMUNICATION S X Present Absent 10 10 5 5 (2 excused) 9 1 Senior Management Analyst, Jessica Gonzales advised t he commission no comments or inquiries were re ceived by email or voicemai l, nor were any requests for public participation received for the meeting. Mrs. Gonzales orall y introduced Celina Cabrera, the new Management Analyst, and t he newest team member in the Housing 0 0 0 PRELIMINARY. MINUTES VIRTUAL HOUSING COMMISSION MEETING June 1, 2022 IV. Division. Mrs. Gonzales orally provided the commission with news of Commissioner Marcuse, who submitted her letter of resignation the week prior. Mrs. Gonzales confirmed with the commission that Commissioner Marcuse would no longer be participating as a commissioner in the Housing Commission meetings. CONSENT CALENDAR A. MINUTES of the Regular Housing Commission meeting of May 4, 2022. Rec: Approve as presented. Upon a motion by Commissioner Guinaw, .. · and a 4-0 vote of the Housing Commission::: as presented (A YES: Morrison, Ballard, ,,,:;;:,,,,~Jpa None). •,;,::::r •· nd by Commissioner Morrison, onsent Calendar was approved , ·· .yller; NOES: None; ABSENT:. V. ACTION ITEMS A. SELECTION of a Chairperson and .. lii:'i;, Chair Buller invited confffij~·stpners to nom,, new chairpersonfor 2023. \~;::.~~:· :.'.\ ::: .. ,~ ... Upon Chair Buller's i'?1th,~lio'h\::tq,i:,ominat new chairperson for 2023 she verbally expressed to the c6~'~issl6n,iQ9,!hose , \,,,,:~,,~nt in the meeting that it was not her intentipn,to ·.Gontinue tO 's.erve as''th-e;; Qhair''•o.f/the Housing Commission in the coming\y;.~:ar>Gti~.i(, Buller £~.~~qJfi~f sti·~~:tj:~1i~ve'§'"in diversity and benefits in having a qiy~_rse comtnl~sion and)~;~gefship styles'and different points of view. · i~:'.,]('.· .. ,. \:,{'.:! \i?; .. ;,:,. . C~§!Jr. Buller mqy:e.~, .. PY;j.[!l!P,Ut~ motiotfJo. appoint Commissioner Guinaw to Chair. · ,,.,;,,l":~'.9t!9.Q was !$ec.qrjded:by.J3qr,nniisi;iqner Morrison, and carried by a 4-0 vote ,,,,.,,.,:J•l••tii'•ci:f:,,,1]·_ ' • · -· • .. :.,. • -, ., , S':"·rvUt"· on, Ball9-(d, Guiha.W;':p.np-Buller; NOES: None; ABSENT: None) · · . air Buller in · .,·, a c:~~i,~sioner~ 0 ~;;~~ominate a new vice chairperson for 2023. '... ..-\ __ : .. ~.',!;. ··~- ' ., \' ' ·, ,. ·,. . . · .. '.cm Chair u er nomination of Commissioner Morrison to Vice Chair, Co~'i1i'l~§,ipner Morf1.i~ 1 n thanked Chair Buller for her nomination and confidence in her. H6Vd~3t~r. Con:).rf:),i$sioner Morrison said she cannot commit herself to the Vice- Chair poslttHinw,:,.,, e,<:f~'~tk she will be going through health issues in the coming year and does no ,,,,:~nVthese issues to impact the housing commission. Chair Buller invited Commissibner Ballard to the Vice Chair. Commissioner Ballard thanked Chair Buller and accepted her appointment. · Chair Buller moved, by minute motion, to appoint Commissioner Ballard to Vice Chair. The motion was seconded by Commissioner Morrison, and carried by a 4- 0 vote (A YES: Morrison, Ballard, Guinaw, and Buller; NOES: None; ABSENT: None) B. REQUEST FOR CONSIDERATION for recommendation to adopt a Resolution amending and restating the Bylaws for the Palm Desert Housing Commission 2 0 0 0 PRELIMINARY MINUTES VIRTUAL HOUSING COMMISSION MEETING June 1, 2022 ("Bylaws") which adopts the Second Wednesday of the month as a regular meeting date that is mutually acceptable to the Housing Commission. Senior Manage·ment Analyst, Jessica Gonzales acknowledged the staff report before the Commission and provided an oral summary on the item. Mrs. Gonzales stated this action item would allow an adoption to a Resolution amending and restating the Bylaws of the Palm Desert Housing Commission. Mrs. Gonzales highlighted the needs for this modification; one, it would allow the Housing Commission liaison, City Council Member, Kathleen Kelly to participate in her new appointment as committee member of the . ",,puthern California Regional Association of Governments, also known . .,,,CAG; and second, Housing Commissioners could also participate in ot' tings, events, and community organizations that take place the first W~-~:9,·· 'qf the month. -,,;;~ Upon a motion by Commission ., rrison, secon~t~,y Commissioner Ballard, and a 4-0 vote of the Housing " · ission, the re8dr:n:mendation to adopt a Resolution amending and resta e Bylaws for the'i):r::'•':,, ,Im Desert Housing Commission ("Bylaws") which adop ; e Secq!ii:qfa,Wednesd · t. the month as a ,f;i1i!tlill/!ld1:=c·I~ . Hr"•, regular meeting date ~~r~. approved ,,,,;,,JtP,i~~;~nfed. (A YES: <-:;[rison, Ballard, Guinaw, Buller; NOES: Non~;-,:J,'.\BSENT: N(f:''••·· ·iw' •;;)' \\tj'.~:;·,'.C> ":h. C. REQUEST FOR CONSIDERATIONdqr recom •1:,,,.,,,.;iJlation to Adopt Resolution No. HA-_ _, es!~!J..lishing date:s\tor r~Qyl,ar.,:rneetfr1'~,:,,,,,,;qf the Palm Desert Housing Commissio,11-:-s)ilrirg ft~cal yec=i'r'.:2Q22-2Q~~-:-. °;\::,:· , i '~;~~)\_~~_::,-•-.,• ;,., ,.-\ '.\ '• '\'.,::~'.::,. I,:{,·.,,''~[';'·•. •.t:,;\~.;,:\;.,,._ •. Senior M~W~~~ment Jii~~Jyst, Jes~1}:~i'. 1 ~6fi~ale; i*~·i.kined the com~ission's bylaws establish me'etiJ19_ date~::~:s the firsf\JY~pnesday oMhe month. Mrs. Gonzales orally e)q:~t~iD!?.d to th'~:,cor:nmis$,iQh and thos~!ipresent in the meeting that Agenda Item B ,,1jll''i,:µ:!:i•~!1p·:t::::,,.h.''.''•!1.. , , ½:· ;.,. ,;r,1 __ ~1» .• · -. , : . > · ·~ · ~-:--1,"'.' ,, : ''· ;, :'·'af · ·• ··· the Change oftlie(r~9ylai\1Tieeting date to the Second Wednesday of month. . i corisi~~ration \,vodla,, ensure timely noticing to the public and ablish the , -B™,~ing''t~prnr:nission ~,r§gularly scheduled. meetings for fiscal year 2-2023. This'';:il)1iotion item 'will be· completed annually. It also allows the public ''i<)ii'~J;;'i!:''l• • ''11,;:;,:f=·>li \ · ,,· f•, ad\1~[:j;Q,~d noticing 'fq:~!itJ1e August meeting, since August meetings typically are dark, as weli\!'.€i;~iJhe meetin ,"':idates for the calendar year. This will also advise the Housing Authorift]!~J:rd of meeting dates should they need to act and/or request an adjourned lnii',Hf;i, in i Upon a mo I· n by Commissioner Morrison, second by Commissioner Ballard, and a 4-0 vote of the Housing Commission the request for a recommendation to Adopt Resolution No. HA-__ establishing dates for regular meetings of the Palm Desert Housing Commission was approved as presented (AYES: Morrison, Ballard, Guinaw, and Buller; NOES: None; ABSENT). D. REQUEST FOR CONSIDERATION a recommendation to approve an Amendment to Contract No. HA38940 with Garland/DBS, Inc., for roof repairs and related services at the Palm Desert Housing Authority properties in a total annual amount not to exceed $75,000. 3 0 0 0 PRELIMINARY MINUTES VIRTUAL HOUSING COMMISSION MEETING June 1,,2022 VI. Senior Management Analyst, Jessica Gonzales acknowledged the staff report before the Commission and provided an oral summary on the item. Mrs. Gonzales stated this action item is a reque$t to consider amending Contract No. HA38940 with Garland/DBS, Inc. Garland/DBS, Inc., is a contractor that has been servicing the Palm Desert Housing Authority properties on roof repairs. Mrs. Gonzales explained that the Amendment to the Contract would extend the current two one-year term to a two-year term starting July 1, 2022, through June 30, 2024. Mrs. Gonzales emphasized to the commissioner that this contract is under a government cooperative agreement which limits increases in rates and wage · .. o only those allowed under the government contract. This Amendment would ·· acknowledge the increase of Garland/DBS, Inc., rates because wages h reased. Mrs. Gonzales invited questions and comments regarding the it~(:,.,,1, -,;~ti;)'''' Upon a motion by Commissio inaw, secorf i~Y., Commissioner Ballard, and a .4-0 vote of the HousinQ mission recomrnE3'":'cfation to approve an Amendment to Contract No. HA38 ·· ith Garland/DBS, I · .. · for roof repairs and related services at the Palm Desert , . ,,,,§ing A1/'.t'9rity prope· ··•::::,1ip a total annual amount not to exceed $7q,000 was ·a~Rt · ;,§ presented."'t;L,XY1!=S: Morrison, Ballard, Guinaw, and BuH~h NQES: None';'::::, NT: None). ,,,y 'i:;;~~ -~~~ ,.:· :,._._:,-.. REPORTS AND REMARKS.,\:::t:j::, :;\1t .. ,,. ",; ,. !'1 ,.,_.!1;' .,i '-:···-. ,I', ... ·'.,,'.':.· __ _.,-~ -• -.. ~~--. ·: ':. ,-/ ;-·' ' A. Commis~i<:>r;Wfs' Rep9rl;s and Rer:b?r~$1: /t'' · L~!!::r. . · : ·:>i\ •: :}i;JI\:'[)// • Vice-Ch~!(~,~inavfp,f,ovided a 'I{Ym,mary of homelessness taskforce update. •' Ibe next me.etir:,g :wrn:hE;i.held ori'"iff:i.c;lay, June 3rd , 2022, at 10 a.m. via Zoom. ,=i;;'•:l;j,:,,.?:•;•,,. -... ' ·•-,:,"· ., .. -:.·-, .•' :". ....... , 1-·: 1•:;'. :ialb.l~':' ·, etin~;fwill, qe{ci::>verJ:rjg,JIJ~ stfsilegic plan effort by the taskforce . . Mem e ere askeq to take:a::$\1.ryey of member information, how they feel about cit ,,,;,,: .. ,grarri~:~hc;i their eff~ctiveness, etc. B. c~~ is:ion R::\,l ·sz·. lier as~~P.'.i!!a procedural question. Chair Buller asked Mrs. Gonzales if :.~~$/looking at and reviewing application for City Boards, Committ ,,,.,::'::::}ff Commissions. Mrs. Gonzales confirmed that the.City ·-.1,;=1-•.ii,fJ•' Clerk's officef•is going through the process and by July 1st , 2022, the Housing Commission should have new members. The goal is to fill the three current vacancies. • Summary of the agenda items that were presented during the City Council and Housing Authority board on ·May 24th , 2022. Ms. Gonzales provided the commission an oral summary of the Self-Help project in partnership with the Coachella Valley Housing Coalition. This receive and file item provided an overview of the 1992 regulatory agreement between the homeowners who 4 O· 0 0 PRELIMINARY MINUTES VIRTUAL HOUSING COMMISSION MEETING June 1, 2022 participated in the Self-Help project under the former Palm Desert Redevelopment Agency; This Self-Help program is similar to the current Merle Self-Help project. The homeowners had to live in the residence for 30 years. These family have successfully completed the agreement. The regulatory terms have now changed to 45 years for homeowners to successfully meet the regulatory agreement. C. RPM Company Monthly Reports for March 2022 • Monthly Occupancy Status Report • Monthly Occupancy and Average Rent Su ry . • Report#1 -Monthly Occupancy and AvJ;,J, .. : .i:-,&,, .. ent Statement :fh,,•!·r·:wi'.:'~'ll•:1n:1,1,1J.·r,. • Report#2 -Monthly Net Operating ln~g.~:e· St~!~r.nent • Palm Desert Housing Authority P ,,, ''l 1'Report''fo'f)April 2022 RPM Company Vice ~resident, . sa. Vakili, ac~~:~~j:~~ged the RPM reports :~::1,i,Ji1l:fl,.:,, • , provided to commissioners for th nth of March. Ms. ''\Zi~H,i currently reported the occupancy rate is at 99% for Au , .. ::·:::riJy proR,gr;t,i,es. She r~p~'.if?d in the months 1,:,,t,,!:Y'/1';"-:''iiii'•l,H!!JljfV1I \1",•,:;,,•,;,,,:~ of March 2022 RPM st~JtJ~?ntacted 42~dn9r.i:¥iJ,;jl;9a:1s and added\~-~::]i individuals to the interest waitlist. M~/Va~!li further l~ij;~fted RPM staff co'mpleted 72 re- certifications for the month:'6f'M~rqh. From''iifryj'!i!,,. h, April, and May to the current date there have been 42 rii_9v,~~ir,g·l~ri_c:t,_42 mo · Y,ts for the Authority properties collectively. Ario completed•:JS? rehl3~als·:A;luring ·'qg months March, April, and May. r.::::· it~'.:~ ;:.: ,::_, \ ::,\ '. ~{::t:,\,.f:'. ·::}.:.. . ::~):]):." :·,.-,::t(;:> . Ms. ·Vakili".~,~k~owledQ~.9 the Hod~i!Q:$'~Authority "Properties Projects report for the month of ApJ_il;,2022. iSlle reporte·EEthat this is routine maintenance. Ms. Vakili i hli . ,b1~d ttltir __ ;c~nt1h,iJg~s-·:·:~~-e of\ th,Y, Energy Savings Program for HVAC , em:~[:lt$ an.d.,th~f369·seryic'?,[eq·~ests were completed during the month of ril. Msl:''H\Y,~ili,also'reigprted tha.Hh~te was a lot of clean up after the sandstorms l11j,_'iii:;r(:il•, ',\'.••:;,,11,~,', ,\'/ different prot}gqies. 'fhe clean-up has been completed since. I 1{:i[\\(i[:111\, • •~(:~ : :~• •• •• • ate on the Htf·','· lmprov~fnent Program .,_ _,' . Inquiries ( • ... ,,,1:,:~t,r,,ii/V' -Ins, Emails): Applications P(:9¥\t:Jed: Applications Re'ceived: Applications being processed: Eligible (Possibly meets criteria): Ineligible (Does not meet criteria): Energy Savings Assistance Programs Referrals: (JHC Construction -SCE/Gas Co) 1 I 2 0 0 0 0 1 1 Mrs. Gonzales provided a summary of the Home Improvement Program activity for the month of April 2022. She reported there were two inquiries. One inquiry was referred to JHC Construction -SEC/Gas Co to obtain additional information of their 5 PRELIMINARY MINUTES VIRTUAL HOUSING COMMISSION MEETING June 1, 2022 Energy Savings Assistance Program. The second inquiry related to the program itself and whether it covered retrofitting outdoor patios. It was determined this caller's needs did not fit the programs requirements making them ineligible. VII. ADJOURNMENT With Commission concurrence, Honorable Chair Buller adjourned the meeting at 4:25 p.m. strada, Recording Secretary 6 0 0 0 MEETING DATE: PREPARED BY: REQUEST: PALM DESERT HOUSING AUTHORITY STAFF REPORT July 13, 2022 Chris Gerry, Project Manager AWARD CONTRACT NO. HA-FOR THE DESIGN-BUILD OF ---- THE TAOS PALMS TRELLIS AND ENTRANCE STRUCTURE REHABILITATION TO ____ OF , CALIFORNIA, IN THE AMOUNT OF$ __ (PROJECT NO. 813-21). RECOMMENDATION: 1. Award Contract No. HA-____ for the design-build of the Taos Palms Trellis and Entrance Structure Rehabilitation to of ____ , California, in the amount of $ ____ ;and 2. Authorize the Finance Director to set aside a 10% contingency of$ for unforeseen conditions; and 3. Authorize the Executive Director or designee to review and approve written requests for the use of the contingency amount of $ ____ for unforeseen conditions; and 4. Authorize the use of$ ____ in funds from the Fiscal Year 2022-23 Authority's Capital Replacement Budget; and 5. Authorize the Executive · Director or his designee to execute the agreement and any documents necessary to effectuate the actions taken herewith; and 6. Authorize the Executive Director or designee to execute the Notice of Completion (NOC) and the Secretary to file the NOC, upon satisfactory completion of the Project. BACKGROUND/ANALYSIS: Approval of this request allows _____ (Contractor) to proceed with the design-build of the Taos Palms Trellis and Entrance Structure Rehabilitation (Project). Staff recommends awarding a contract to the Contractor for the Project in the total amount of the proposal of $ ____ for the base contract with contingency for any additional unforeseen conditions necessary to be completed not to exceed $ ____ -" The Palm Desert Housing Authority ("Authority") owns and manages Taos Palms Apartments, which is a 16-unit multi-family apartment complex· Iocated at 44830 Las Palmas Avenue ("Property"). The Property consists of four single buildings on approximately 32,300 square feet (including the courtyard and parking areas). The Property is also a gated community with Page 1 of 3 0 City of Palm Desert Taos Palms Trellis and Entrance Structure Rehabilitation telephone entry access, pool, laundry facility and privacy railings. The building exteriors include an entrance structure, trellis structures and decorative elements. In August 2019, the Authority contracted with B.G. Structural Engineering to perform a structural evaluation of existing courtyard trellis structures at the Property. As a result, deficiencies and concerns were identified in the structural evaluation. As described in the report, exterior) elements at the Property have deteriorated over time and now require replacement and/or repair. Design-Build Project Delivery Staff typically implements the design-bid-build process to construct capital improvement projects. This traditional project delivery method is linear; that is, projects are chronologically designed by an architect and/or engineer, bid for construction to contractors, and constructed according to the plans and specifications. Note that in the design-bid-build process the Authority contracts separately for design and construction services. Staff is proposing the design-build process for this project. Design-build is a method of project · delivery in which one entity -the design-build team -works under a single contract with the Authority to provide design and construction services. Some of the benefits to the design-build process typically include faster project delivery due to collaborative project management (i.e., faster construction with fewer issues); cost savings due to efficiency and innovation; and better- quality construction due to focusing on project needs and not necessarily just minimum design standards. Furthermore, the design-build process creates a singular responsibility for accountability pertaining to cost, schedule, ~nd performance. Request for Proposals As previously mentioned, exterior elements at the Property have deteriorated over time and now require replacement and/or repair. The scope of work includes the replacement and/or repair of the courtyard trellis structures, side yard trellis structures, entry structures and other decorative wood-stru'cture elements. Note the scope of work is subject to revisions based upon collaboration with the design-build team following contract award. The estimated cost range for the Project is $1,204,000 to $1,506,000. Strategic Plan: This request does not apply to a specific strategic plan goal. Commission Recommendation: The Housing Commission will review this recommendation at its regular meeting of July 13, 2022. Upon request, a verbal report will be provided at the Authority Board regular meeting of August 25, 2022 FINANCIAL IMPACT: The fiscal impact of this contract is the cost of the contract of$ __ , plus 10% contingency in . the amount of$ (for unforeseen conditions). Funds are available in the Fiscal Year 2022-23 O Authority's Capital Replacement Budget. Page 2 of 3 City of Palm Desert Taos Palms Trellis and Entrance Structure Rehabilitation 0 REVIEWED BY: Department Director: M arfi,t.v A lvtz-re,,z Special Counsel to the housing authority: Finance Director: Assistant City Manag.er: @.cmdp ~owmcm far Andp cfircstin1J Executive Director: ATTACHMENTS: 1. Recommended Proposal (to be provided on Tuesday, July 12, 2022). 0 0 Page 3 of 3 0 0 0 MEETING DATE: PREPARED BY: REOpEST: PALM DESERT HOUSING AUTHORITY STAFF REPORT July 14, 2022 Jessica Gonzales, Senior Management Analyst APPROVAL OF AN AMENDMENT TO CONTRACT NO. HA-40360 WITH SOUTHWEST PROTECTIVE SERVICES, INC. FOR COURTESY PATROL SERVICES AT THE PALM DESERT HOUSING AUTHORITY PROPERTIES IN A TOTAL AMOUNT NOT TO EXCEED $138,580. RECOMMENDATION: 1. Approve an Amendment ("Amendment") to Contract No. HA-40360 with Southwest Security Service, Inc. for courtesy patrol services at the Palm Desert Housing Authority ("Authority") properties effective September 1, 2022, for a one-year term in a total annual amount not to exceed $138,580 (includes annual amount not to exceed $128,580 and up to $10,000 for additional services to be requested as needed); and 2. Authorize the Chairman and/or the Executive Director to execute the Amendment and any documents necessary to effectuate and implement the actions taken Herewith. BACKGROUND/ANALYSIS: On August 27, 2020, the Authority Board approv~d a contract with Southwest Protective Services, lnc.("Southwest") for the purpose of providing courtesy patrol services for a two-year term contract through August 31, 2022. The contract allows the parties to extend the term of the contract for an additional three (3) additional one-year term. , Southwest has been performing satisfactorily and offered the option to renew the existing contract. Staff has negotiated a 1-year amendment to the existing contract to bring the proposed amendment to expire August 31, 2023. The 1-year amendment is 10.58% higher than that of September 1, 2021, through August 31, 2022, or $12,300. This increased cost is significantly due to the increased price in fuel and minimum wage increase effective January 1, 2023. Southwest's courtesy patrol services provide for both vehicle and foot patrol services at ;all Palm Desert Housing Authority properties. Southwest offers DesertTrack, a high quality and advanced technology that monitors patrol officer's location and operates a local Coachella Valley dispatch center 24/7/365. In addition, the patrol officers are equipped with body worn cameras and Southwest Security references over 60 years of combined Team experience and knowledge in the local security industry. Staff is requesting an additional $10,000 to provide optional services at the request of the Authority as needed. This would include services such as additional patrol hours, patrol officers, weekend coverage, or any unexpected events, etc. The cost of the additional services will vary depending on what services are requested. Page 1 of 2 0 0 0 City of Palm Desert Housing Authority - 1 st Amendment HA-40360 Staff is recommending approval of an extension to the contract for one (1) additional year, effective September 1, 2022. Strategic Plan: This request represents routine administrative business of the Authority. This request does not apply to a specific strategic plan goal. Commission Recommendation: The Housing Commission will review this recommendation at its regular meeting of July 13, 2022. Upon request, a verbal report will be provided at the Authority's regular meeting of July 14,2022. ' FINANCIAL IMPACT: The fiscal impact of this contract is the cost of the current contract based on the courtesy patrol services with the added increase in the total annual amount of $138,580. Monies are available in the Authority's operating budget, in the appropriate Authority accounts for each property. REVIEWED BY: Department Director: Martin Alvarez Special Counsel to the Housing Authority: Robert Hargreaves Finance Director: Veronica Chavez Assistant City Manager: Executive Director: ATTACHMENTS: _ 1. Original Courtesy Patrol Services Agreement with Southwest Protective Service, Inc. 2. Amendment No.1, an Agreement to extend the term of Contract HA-40360. 3. Southwest Proposal for services September 1, 2022, through August 31, 2023. Page 2 of 2 0 0 0 1. PALM DESERT HOUSING AUTHORITY COURTESY PATROL SERV[CES AGREEMENT CQntract No. HA40360 PARTIES ANO DATE. This Agreement is made and entered into this 27th day of August , 2020, by and between the Palm Desert Housing Authority, a municipal corporatfon organized under the Jaws of the State of California with its principal place of business at 73"510 Fred Waring Drive, Palm Desert, California 92260~2578, County of Riverside, State of California ("Authority") and Southwest Protective Services, Inc. dba Southwest Security, a Corporation, with its principal place of business at 45100 Golf Center Parkway, Suite E. Indio, CA 92201 ("Consultant"). Authority and Consultant are sometimes individually referred to herein as "Party'' and collectively as "Parties." 2. RECITALS. 2.1 Project. The Palm Desert Housing. Authority is a puolic agency of the State of California and Is in need of professional services for the following project: · QOURTESY PATROL SERVICES {hereinafter referred to as 'lhe Project")~ 2.2 Consultant. Consultant desires to perform and assume responsibility for the provision of certafn professional services required by the Authority on the terms and conditions set forth in this Agreement. Consultant is duly licensed and has the necessary qualifications to provide such serv-lces. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 Gen.era I Scooe of Service,s. Consultant promises and agrees to furnish .to the Authority an labor, materials, tools, equipment, services, and incidental and customary work necessary to furty and adequately ~uppJy the services necessary for the Project ("Services,;}. The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the eXhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. The .term of this Agreement shall be from September 1, 2020 to August 31, 2022, unless earlier terminated as provided herein. The Authority shaff have the unilatertal option, at its sole discretion, to renew this Agreement automatically for no more than three additional one-year terms . .Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 fndeQ.endent Contractor~ Control and Payment Qt Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant wm determine the means, methods and details of performing the Services subject to the requirements of this Agreement. Authority retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of the Authority and 0 0 0 Contract.No. HA40360 shall at au times be under Consultant's exclusive direction and control. Consultant shaJr pay alf wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shaU be responsibfe for all reports and obligations respecting such additional personnel, including. but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers• compensation insurance. 32.2 Schedufe of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of Authority, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to AQPlicable Requirements. All work prepared by. Consultant shall be subject to the approvaf of the Authority. 3.2.4 Substitution of Key Personnel. Consultant has represented to the Authority that certain key personnel will perform and coordinate the Services. Should one or more of such personne1 become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of the Authority. In the event that the Authority and Consultant cannot agree as to the substitution of key personnel, the Authority shafl be entitled to terminate this Agreement for cause. The key personnel for performance of this Agreement are as follows: Jason Jackson. President &CEO. 3.2.5 Authority's Representative. The Authority hereby designates Jessica Gonzales, Senior Management Analyst. or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("Authority's Representative"). Authority's Representative shalf have the power to act on behalf of the Authority for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or ·change the totar compensation due to Consultant under this Agreement. The City Manager shalt be authorized to act on the Authority's behalf and to execute all necessary documents which enlarge the scope of services or change the Consurtant's total compensation · subject to the provrsions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, the Authority's Representative or his/her designee. 3.2,6 Consultant's Representative. Consultant hereby designates Jason Sackson, President& CEO, or his/herdesignee, to act as its representative for the performance of thfs. Agreement ("Consultant's Representative"). Consultant's Representative shall have full · . authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services. using his/her best skill and attention, and shafl be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement 3.2. 7 Coordination of Services. Consultant agrees to work closely with Authority staff in the performance of Services and shall be avaifabJe to Authority's staff, consultants and other staff at alf rea·sonable times. 3.2,8 Standard of Care: Performance of Employees. Consultant shall perform au Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals In the same·discipline in the state of (BB&.K 2019) 72500,00001\32374887 .1 --2- Q Q Q Contract No. HA40360 California. Consultant represents and maintains that it is skilled in the professional calling necessary to parfonn the Services. Consultant warrants that all employees and subconsullants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own ,cost and expense and without reimbursement from the Authority, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub- consultants who ls determined by the Authority to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fa!ls or refuses to perform tl)e Services in a manner a~ceptable to the Authority, shall be promptly removed from the Project by the Consultant and shall not be re--employed to perform any of the Services or to work on the Project. ,3.2.9 Period of Perfonnance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.12 above ("Pefformance Time"). Consuftant shall also perform the Services in strict accordance with any completion schedule or Project ml!estones described in Exhibits "A" or ''BH attached hereto, or which may be separately agreed upon in writing by the Authority and Consultant ("Perfonnance Milestones"). Consultant agrees that if the Services are not compreted within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it Is understood, acknowledged and agreed that the Authority will suffer damage. 3 .. 2.10 Laws and •Regulations;. Emplovee/Labor_Certificatlon. ConsuJtant shall keep itself fully informed of and in compliance with all locaf, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, and shall give all notices required'by law. Consultant shall be fiable for al! violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regurations shall be grounds for the Authority to terminate the Agreement for cause. 3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with an requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the lmmigralion Reform and ControJ Act of 198~, as may be amended from time to time and shall requfre all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a vlolation of any such law within ·the five (5) years immediately preceding the date of execution of this Agreement, and shaH not violate any such law at any time during the term of the Agreement. 3.2.10.2 Equal Opportunity Emgloyment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsuftant, employee or appficant for employment because of race, religion, color. national origin, handicap, ancestry, sex or age. Such non--0iscrimination shall inciude, but not be limited to, all activities related ,,to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant ~hall also comply with all relevant provisions of the Authority's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guldefines currently In effect or hereinafter enacted. 3.2.10.3 Safe~. Consultant shall execute and maintain its work so as to avoid lnj ury ordamage to any person or property. In carrying out its 1Services, the Consultant shall at au times be in compliance with all applicable focal, state and f~erar laws. rules and regulations, and shall exercise all'necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. (BB&K 2019) 72500.00001\32374887.1 0 0 0 ContractNo.HA40360 3.2.11 Insurance. 3.2.11.1 Minimum Requirements. Without limiting Consultant's intjernnification of the Authority, and prior to commencement of the Services, Consultant shall obtain, provide and maintain at its 6WJ:l expense during the term of this Agreement, policies of insurance of the type and· amounts described below and in a form that is satisfactory to the Authority. {A) Gj!neral Liability Insurance. Consultant shall maintain commerpfal general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not fess than $1,000,000 per occurrence. $2.000,000 general aggregate, for bodily injury. personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. (B} ·Automobile Liability Insurance. Consultant shaU maintain automobile insurance at feast as. broad as Insurance Services Office.form CA 00 01 covering bodity injury and property damag~ for ail activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including~coverage for any owned, hired, non- owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City's Risk Manger may modify this requirement if It is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. {C) Professional Liability· (Errors & Omissions) Insurance~ Consultant shalt maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $f,OOO,OOO. per claim .and in the aggregate. Any policy incepUon date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to·maintain continuous coverage through a period no less than three years after compfetion of the Services required by this Agreement. {D) Workers' Compensation Insurance. Consultant shall maintain Workers' Compensation Insurance· (Statutory Limits} and Employer's Liability Insurance (with lfmits of at least $1,000,000). Consultant shall submit to the Authority, along with the certificate of insurance, a Waiver of Subrogation endorsemenfin favor of the Authority, the City and their respective officers. agents, employees, volunteers and representatives. (E} Umbrelfa or Excess Uability Insurance. Consultant may opt to utilize umbrella or excess liability insurance in meeting insurance requirement!!>. In such circumstances, Consultant .shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal iriJury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer's liability. Such poUcy or pofic.ies shalf include the following terms and conditions: (BB&K2019) 72500.00001\32374887.1 (1) A drop down featur:e requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason; (2) Pay on behalf of wording as opposed to reimbursement; (3) Concurrency of effective dates 1;vith primary policies; and -4- 0 0 0 Contract No. HA40360 (4) Policies shall "follow form" to the underlying primary policies. , (5) Insureds under primary policies shall also be insureds under the umbrella or excess policies. · (F) Fidelity Coverage.' Consultant shall provide· evidence of fidelity coverage on a blanket fidelity bond or other acceptable form. Urnits shall be no less than $1,000,000 per occurrence. (G) Cyber liability Insurance. Consultant shall .procure and maintain Cyber liability insurance with limits of $1,000,000 per occurrence/loss, which shall include.the fol/owing coverage: (1) Liability ~rising from the theft, dissemination and/or use of confidential or personally identifiable information; including credit monitoring and regulatory fines arising from such theft, diss.emination or use of the confidential information. (2) Network security liability arising from the unauthorized use of, access to, or tampering with computer systems. (3) Liability arising from the failure of technology products (software) required under the contract for Consultant to properly perform the services intended. (4) Electronic Media Liability' arising from personal injury, plagiarism or misappropriation. of ideas, domain name infringement or improper deep-linking or framJng, and infringement or violation of intellectual property rights. (5) Liability arising from the failure to render professional servipes If coverage is maintained on a claims-made basis, Consultant shall maintain such coverage for an additional period of three (3) years following termination of the Agreement. 3.2.11.2 Other Provisions or Requirements. (A) Proof of Insurance. Consultant shall provide certificates of insurance to the Authority as evidence of the insurance· coverage required herein, along with a waiver of subrogation endorsement for workers' compensatic:m. Insurance_ .certificate.s and endorsements must be approved by City's Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with the Authority at all times during the terrn of this Agreement. Authority reserves the right to require complete, certified copies of all required im;urance policies, at any time. (B) Duration of Coverage. Consultant sh.all procure and maintain for the duration of the Agreement insurance against claims for injuries to persons .or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultan_t, his/her agents, representatives, employees or subconsultants. (BB&K 2019) 72500.00001\32374887 .1 -5- 0 0 0 Contract No. HA40360 (C) Primary/Non-Contributing. Coverage provided by Consultant shall be primary and any insurance or self 4 insurance procured or maintained by the Authority shall not be required to contribute with it. The limits of insuranCE3 required herein may be satisfied by a combination of primary and umbrella or excess Insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall afso apply on a primary and non~contributory basis for the benefit of the Authority before the Authority's own insurance or seff-insurance shall be called upon to protect It as a named insured. (D) Authority's R!ghts of Enforcement. In the event any poftcy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, the Authority has the right, but not the duty, to obtain the insurance it deems necessary and any premium paid by the Authority will be promptly reimbursed by Consultant, or the Authority will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, the Authority may terminate this Agreement. (E) Acceptable Insurers. Alf Insurance policies shalt be issued by an ·insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the Ust of Approved Surplus Line Insurers In the State ofCalifornia, with an assigned policyholders' Rating of A-(or higher) and Financial Size Category Class VU (or larger) in accordance with the latest edltlon of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager. (F) Waiver of Subrqgation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the Authorlty. the City, Its elected or appofnted officers, and their respective agents. officials, employees, volunteers, and representatives or shall specifically afiow Consultant or others providing insurance evidence in compliance with these specffications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the Authority. the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants. (G) Enforcement of Contract Provisions (non estoppef). Consultant acknowledges and agrees that any actual or alleged failure on the part of the Authority to inform Consultant of non~compliance with any requirement imposes no additional oblrgations on the Authority nor does it waive any rights hereunder. (H) Reguirements Not Limiting. Requirements of specific coverage features or lrmits contained In this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is fur purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive. or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the Authority requires and shat! be entitled. to coverage for the higher limits maintained by the Consultant. Any avallable insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Authority. (I} Notice of Cancellation. Consultant agrees to oblige its Insurance agent or broker and insurers to provide the Authority with a thirty (30) day notice of canceUation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (88&1( 2019) 72500.00001\32374887. 1 \'' \ 0 0 0 Contract No. HA40360 (J) Additional Insured Status. General liability, automobife fiabilityt and if applicabfe, porlution liability and cyber liability, policies shall provide or be endorsed to provide that the Authority, the City and their respective officers, officials, employees, agents. volunteers and representatives shall be additional insureds with regard to liability and defense of suits or ¢aims arising out of the performance of the Agreement, under such policies. This provision shaU also apply to any excess/umbr,ella liability policies. (K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these ·requirements if they include ~ny fimitf ng endorsement of any kind that has not been first submitted to the Authority and approved of in writing. (L) SeQaration of Insureds~ A severabrlity of interests provision must apply for all additional insureds ensuring that Consultant's insurance shaU apply separately to each insured agafnst whom claim ls made or suit is brought, except with respect to the insurer's limits of Jiability. The policy(ies) shall not contain any cross-fiabifity exciusions. (M) . Pass Through Clause. Consultant. agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consuftant. Consultant agrees to monitor and review all such coverage and assumes afl responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request. all agreements wnh subconsultants, subcontractors. and others engaged in the Project will be submitted to the Authority for review. (N) Authori!'is RighUo Revise Specifications. The Authority and the City's Risk Manager reserve the right at any time during the term ofthe Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days adVance written notice of such change. If such change results in additional cost to the Consuftant, the Authority and Consult~nt may renegotiate Consultant's compensation. If the Authority reduces the insurance requirements, the ·change shall go into effect immediately and require no advanced written notice. (0) Setf-lnsured Retentions. Any self•insured retentions must be declared to and approved by the Authority.· Authority reserves the right to require that self- insured retentions be eliminated, lowered, or replaced by a deductibfe: Self-insurance will not be considered to comply with these specifications unless approved by the Authority. (P) Timely Notice of CJaims. 'Consultant shalt gfve the Authority prompt and timely notice of cfaims made or .suits instituted that arise out of or result from Consuitanes performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (Q) Additional Insurance. Consultant shaU also procure and maintain. at its own cost and expense. any additionar kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services. 3.2.12 Water Q_uali:tv Management and Compliance. Consultant shalt keep. itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may Impact, or be implicated by the performance of the Services including, without limitation, an applicabfe provisions of the City's ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. (BB&.K 2019) 72500JM)0011.3.2374887 .1 -7- 0 0 0 Contract No. HA40360 § 1251, et seq,); the California Porter-Cologne Water Quafity Control Act {Water Code§ 13000' et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must oompfy with the lawful requirements of the City, and any other municipality. drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regufating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the wo~k assigned to them without impacting water quality in violation of the laws, regulatfons and policies of this Section. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shalt receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed an annual amount of One Hundred and Ten Thousand and Seven Hundred Twelve Dollars ($110,712) for the first tenn year and One Hundred and Sixteen Thousand and Two Hundred Eighty Dollars ($116,280) without written approval of the City Council or City Manager, as applicable. · 3.3.2 Payment of Compensation. Consuitant shall submit to the Authority monthly invoices which provide a detafled description of the Services and hours rendered by Consultant Authority shall, within 30 days of receiving such lnvoice. review the invoice and pay all non-disputed and approved charges. If the Authority disputes any of Consultant's fees. the Authority shall give written notice to Consultant within thirty (30) days of receipt .of an invoice of any disputed fees set forth therein. Consuftant shall submit'its final invoice to the Authority within thirty (30) days from the fast date of provided Services ortermination•of this Agreement and failure by the Consultant to submit a timely invoice may con_stitute a waiver of its right to final payment. Payment shafl not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the Authority for any reason whatsoever: 3.3.3 Relmbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by the Authority, or included in Exhibit "C' of this Agreement. 3.3.4 Extra Work. · At any time during the term of this Agreement, the Authority may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is detennined by the Authority to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate woufd be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the Authority. 3.4 Labor Code Requirements. 3.4.1 Prevailing Wages. Consultant is aware of the requirements of Catifomla Labor Code Section 1720, et seq., and 1770, et seq .• as well as Cafifomia Code of Regulations, Title 8, Section 16000, et seq., (''Prevailing Wage Laws"), lAlhich require the payment of prevailing wage rates and the performance of other requirements on "publlc works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or nmaintenance" project, as defined by the Prevamng Wage Laws, Consultant agrees to fufiy comply with such Prevailing Wage Laws. Authority shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement· Consultant shall make (BB&K 2019) 72500.00001\32374887.1 0 0 Q Contract No. HA40360 copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultanfs princfpal place of business and at the-project site. rt is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shafl therefore comply with such Labor Code sections to the fullest extent required by faw. Consultant shall defend, indemnify .and hold the Authority, the City and their respective officials,. officers,. empfoyees,. agents. volunteers and representatives, fre~ and harmless from any claim or lrability arising out of any failure or alleged failure to comply with the Prevailing Wage laws. 3.4.2 Re~qistration/Df R Compllance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, instalfatfon, or repair work. or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor CoC,e sections 1725.5-and 1771.1, the Consultant and all suboonsultants must be registered with the Department of lndustriaf Relations ("DrR"}. Consuftant shatl maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shafl be Consultant's sole responsibility to comply with all appiicable registratlon and labor compliance reqµirements, incf uding the submissiQn of payrotr records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultanfs performance of Services, including any defay, shall be Consultant's sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consuftant caused defay and shall not be compensable by the Authority. Consultant shall defend, Indemnify and hold the Authority, the City and their respective officials, officers. employees, agents, volunteers and· representativesfree and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any suboonsultant. 3.4.3 Labor Certjfication. By its signature hereunder, CQnsultant certifies that it is aware ·of the provisions of Section 3700 of the Cslifomia Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self'-insurance in accordance with the provisions of that Code, and agrees to comply with, such provisions before commencing the performance of the Services. __,, 3.5 Accounting Records. 3.5.1 Maintenance and_ Inspection. ConsuUant shall mairJtain complete and accurate records with respect to all costs and expenses f ncurred underthls Agreement.: AH such records shaU .be cf early identifiable. Consultant shall allow a representative of the Authority during normal business hours to examine. audit, and make transcripts or copies of such records and any other.documents created pursuanuo this Agreement. Consultant shall allow inspecUon oJ all work~ data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.6 General Provisions. 3.6.1 Termination of Agreement. 3.6.1.1 Grounds for Termination. Authority ·may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. \,Jpon termination, Consultant shall be compensated only for those Services which have been adequately rendered (BB&K2019) 72500:00001\32374887.1 -9- 0 0 0 Contract No. HA40360 to the Authority, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. ; 3.6.1.2 Effect of Termination. ff this Agreement is terminated as provided herein, the Authority may require Consultant-to provide :all finished or unfinished Documents and Data and other. information of any kind prepared by Consultant.in connection wi1h the performance of Services under this Agreement. Consultant shaU be. required to provide such document and other infomia~ion within fifteen (15} days of the request. 3.6.1.3 Additional Services. In the event this ~greement is terminated in whole or in part as provided herein, the Authority may procure, upon such lerms and in such manner as it may determine appropriate, services similar to those terminated. 3.6.2 Deliverl of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: Consuftant: Authority: Southwest Protective Services, Inc. Oba Southwest Security 45-100 Golf Center Parkway, Suite E Indio, CA 92,201 ATTN: Jason Jackson, President& CEO Palm Desert Housing Authority 73-510 Fred Waring·Orive Palm Desert, CA 92260 ATTN: Teresa Vakilf, RPM Company, Southern Region Vice President Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first .class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.6.3 Ownershig, of Materials and Confidentialitv. 3.6.3.1 Documents & Data: Licensing of Intellectual Prooert')!. This Agreement creates a non-exclusive and perpetual license for the Authority to copy, use, 'rnodify. reuse, or sublfcense any and all copyrights, designs, and other intellectual property embodied in plans. specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangibfe medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under tnis Agreement ("Documents & Data"}. All Documents&_ Data shall be and remain the property of the Authority, and shall not be used in whole or in substantial part by Consultant on other projects without the Authority's express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall prqvide to the Authority reproducible coples of arr Documents & Data, in a form and amount required by the Authority. Authority reserves the right to select the method of document reproduction and to estabfish where the reproduction will be accomplished. The reproduction expense shall be borne by the Authority at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide a!I Documents & Data to the Authority upon payment of the un~isputed amount. Consultant sttall have no right to retain or fair (BB&K 2019) 72500.00001 \32374887.1 -10- 0 a 0 Contract No. HA40360 to provide to the Authority any such documents pendfng resof ution of the dispute. In addition, Consultant shall retain copies of aU Documents & Data on flle for a minimum of fifteen (15) years following completf on of the Project, and shall make copies available to the Authority upon the payment of actual reasonable duplication costs. Before destroying the Documents &· Data following this retention period, Consultant shall make a reasonable effort to notify the Authority and provide the Authority with the opportunity to obtain the documents. 3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that the Authority is granted a non-excJusiVe and perpetual license for any Documents & Data the subconsuftant prepares under this Agreement. ·consultant represents and warrants that Consultant has the legal right to license any and all DoC4ments & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionats other than Consultant or its subconsuftants, or those provided to Consultant by the Authority. 3.6.3.3 Right to Use. Authority shall not be limited in any way in its use or reuse of the Documents a_nd Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the 'purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shaU be at the Authority's sole risk. If the Authority uses or reuses the Docum~nts & Data on any project other than this Project, it shafJ remove the Consultant's seal frorrr the Documents & Data and indemnify and hold harmless Consultant and its officers. directors, agents and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the • terms of this Agreement, only with respect to the condition of .the Documents & Data at the time they are provfded to the Authority upon completion, suspension, abandonment or termination. · Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consurtant, a party for whom the Consultant _is legally responsibfe or liable, or anyone approved by the Consuftant. 3.6.3.4 lndemrdfication -Documents and Data. Consuftant shall defend, indemnify and hold the Authority. the City. and their respective directors, officials. officers, employees, volunteers, agents and representatives free and harmless, pursuant to the Indemnification provisions of this Agreement, for any alleged infringement of any p~tent, copyright, trade secret trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by the Authority of the Documents & Data, including any method, process, product, or concept specified or depicted. 3.o.3.5 ,Confidentialiw. All ideas, memoranda. specifications, plans, procedures, drawings, descriptions, computer program data, input record data. written information, and other Documents & Data either created by or provided . to Con~urtant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of the Authority, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected wlth the performance of the Services or the Project. Nothing furnished to Consultant which Is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidentiaf. Consultant shall not use the Authority's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or; other similar medium without the prior written consent of the Authority. 3.6.3.6 Confidential lnformation. The Authority shall refrain from releasing Consultant's proprietary information {"Proprietary Information") unless the Authority's {BB&K2019) 72500.00001\323748S7 .1 0 Q 0 Contract No. HA40360 fegal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, !n which case the Authority shall notify Consultant ofits intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the re?ease notice to give the Authority written notice of Consultant's objection to the Authority's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the Authority, the City and their respective office!'$, officiars, directors, employees, agents. volunteers arid representatives from and against all liability, loss, cost or expense (including attorney's' fees} arising out of a legal action brought to compel the release of Proprietary Information •. Authority shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with the Authority's choice of legal counsel), and hold the Authority harmless from any legal action brought to compel such retease; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that the Authority release such informatfon. 3.6.4 Cooperation; Further Acts. The Parties shalt fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.6.5 [Beserved] 3.6.6 lndemnificatlon. 3,6.6.1 To the ful!est extent permitted by taw, Consult<int shall defend (with counsel of the Authority's choosing), indemn1fy and hold the Authority, the City and thefr respectfve officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all cfafms, demands, causes of action; costs, expenses, liability, loss. damage or injury of any kind, in law or equity, to property or persons, including wrongfuf death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its -officials, officers, employees, subconsultants or _ agents in connection with the performance of the Consultant's Services, the Project or this Agreement. including without limitation the payment of all expert witness fees, attorney's fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the Authority. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and ·shall not be restricted to insurance proceeds, if any. received by Consultant, the Authority, the City and their respective officials, officers, employees, agents. volunteers or representatives. 3.6.6.2 If Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's perfoimanoe as a "design professional" (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully inoorporated herein, Consultant's indemnification obligation shall be fimited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and. upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend. shall not exceed the Consultant's proportionate percentage of fault. 3.6. 7 Entire Agreemeot. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. 3.6.8 Goveming,Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. (BB&K2019} 12500. 00001\32374887. r a a 0 ContractNo.HA40360 3.6.9 Time of Essence,. Time is of the essence for each and every provision of this Agreement. 3.6.10 Authorityts Right to Emoloy Other Consultants. Authority reserves rightto employ other consurtants in connection with 'this Project. 3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and ,assigns of the Parties. , 3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest ln this Agreement without the written consent of the Authority. which may be withheld for any reason. Any attempt to so assign'or so transfer without such consent shall be void and, without legaJ effect and shall constitute grounds for tennlnation. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of the Authority. Subcontracts, if any, shalf contain a provision making them subject to all .provisions stipulated in this Agreement. 3.6.13 Construction;,_ References; Caruions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shalf be construed simply, according to Us fair meaning, and not strictly for or against any Party. ,Any term referencing time, days or period for performance shall be deemed calendar days and not ¥/Ork days. AH references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to the Authority include the City and their respective elected officials, officers, employees, agents. volunteers and representatives except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.6.14 Amendment Modification. No supplement. modification. or amendment of this Agreement shall be binding unless executed in writing and signed by both Partles. 3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver. benefit, privilege. or service voluntarrly given or performed by a Party shall give the other Party any contractual rights by custom, estoppal. or otherwise. ,3.6.16 No Thfrd .. f>artv Beneficiaries. There are no intended third party beneficlarles of any right or obligaUon assumed by the Parties. 3.6.17 lnvaUdityi §everabilit~. ff any portion of this Ag~ment is decfared invalid. illegal, or otherwise unenforceabfe by a court of competent jurisdiction, the remaining provisions shall continue in fulr force and effect. 3.6.18 Prohibited· f nterests. Consultant maintalns and warrants that it has not employed nor retained any' company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide empl9yee working sofely for Consultant. any fee. oommission,,percentage, brokerage fee, gift or,otherconsideration contlngent upon or resulting from the award or making of this Agreement. For breach or Violation of this warranty, th~ Authority shall have the right to rescind this Agreement without liability. For the term of this Agr:eement, no member, officer or employee of the At1thority, during the ~erm of his or her service wUh the Authority, shall have any direct interest in this Agreement, or obtain any (8B&K2019) 72500;00001\32374887.1 (J 0 0 Contract No. HA40360 present or anticipated material benefit arising therefrom. 3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. · 3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. (BB&K 2019) 72500.00001\32374887.1 [SIGNATURES ON NEXT PAGE] -14- 0 0 0 OontractNo •. HA40360. SIGNAilJRE PAGE TO COURTESY PATROL SERVICES "-GREEMENT' -BYANri BETWEEN THE PALM DESERT HOUSING·AUTHORITY AND $0UTHWEST PROTECTIVE SERVICE$, INt::. OBA $0VTHWE;$T $EGlJRfrY IN WITNE$$.WHEREOF1 egch of Jhe.partil3s hg~· c~µ~ed this Agreemf3nt to'be exeP.uted·on the day and yearJirstabove wdtten . • , •" •••••• '. J • l PALM DESERT HC>l.JSING AUTHORITY AGENT (BB&'.K-'2019) 7250Q.000Q1 \~g374887 J ·By;-___________ ,....,_...,.....,.....,,. Its: Print~d · Name.:. 0 0 0 Contract No. HA40360 Notary Acknowl~dgment A notary public or ottier officer completing this certificate verifies only the identity _of the individual who signed the document to which this certificate is attached, and not the truthfulness, acc.uracy, or validity of that document. · STATE OF CALIFORNIA COUNTY OF Lthp 8"l~l On "'S"Dt.-1£.'\o.r 20 2f, before me, l~h-e.rr: l=1t:2.£)•eR:-f l.J /rJufiL-k , Notary Public, personally appeared So, ~ L ·o , who proved to me on the basis of satisfactory evidence to be the person(s) hose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in• his/her/their authorized capacity(ies ), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the Instrument. I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. · WITNESS my hand and official seal. OPTIONAL Though the infc;,rmation below is not re,quired by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this formto another document. CAf?ACITY CLAIMED BY ~IGNER o Individual o Corporate Officer 1 o Partner( s} o Attorne:y-ln-Fact o Trustee( s) Title(s} □ 0 o Guardian/Conservator D .Other: Signer is representing: Name Of Person(s} Or Entity(ies) (BB&K 2019) 72500.00001\32374887 .1 Limited General DESCRIPTION OF ATTACHED DOCUMENT ' ' . ) Title or Type of Dopument Number of Pages Date of Oocument Signer{s) Other Than Named A~ove -16- 0 0 0 CONTRACT NO. HA40360 AMENDMENT NO.1 TO THE COURTESY PATROL SERVICES AGREEMENT BETWEEN THE PAI...M DESERT HOUSING AUTHORITY AND SOUTHWEST PROTECTIVE SERVICE, INC., DBA SOUTHWEST SECURITY, CORP. 1. Parties and Date. This Amendment No. 1 to the COURTESY PATROL SERVICES AGREEMENT is · made and entered into as of this 14 th day of July 2022, by and between the Palm Desert Housing Authority -("Housing Authority") and Southwest Protective Service, Inc dba Southwest Security., a Corporation with its principal place of business at 45100 Golf Center Parkway, Suite E, Indio, CA 92201 (Consultant). The Housing Authority and Consultant are sometimes individually referred to as "Party" and collectively as "Parties." 2. Recitals. 2.1 Agreement. The Housing Authority and Consultant have entered into an agreement entitled Courtesy Patrol Services Agreement dated August 27, 2020 ("Agreement" or "Contract") for the purpose of retaining the services of consultant to provide Security Patrol Services for Palm Desert Housing Authority Properties. 2.2 Amendment. The Housing Authority and Consultant desire to amend the Agreement to extend the term and for additional compensation. 2.3 Amendment Authority. This Amendment No. 1 is authorized pursuant to Section 3.1.2 of the Agreement. 3. Terms. 3.1 Term. Section 3.1.2. of the Agreement is hereby amended in its entirety to read as follows: 3.1.1 The term of this Agreement shall be from September 1, 2022, to August 31, 2023, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Services. 3.2 Compensation. Section 3.3.1. of the Agreement is hereby amended in its entirety to read as follows: 3.2.1 Consultant shall receive compensation, including · authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "1" attached hereto and incorporated herein by reference. The total compensation shall not exceed one hundred twenty-eight thousand and five hundred eighty dollars ($128,580) without written approval of the City's Director 0 0 _) 0 Contract No. HA40360 of Public Works or his/her designee. Extra work may be authorized as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement. Exhibit 1. 3.3 Continuing Effect of Agreement. Except as amended by this Amendment No. 1 all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 1. From and after the date of this Ameqdment No. 1, whenever the term "Agreement" or "Contract" appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1. 3.4 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1. 3.5 Severability. If any portion of this Amendment No. 1 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.6 Counterparts. This Amendment No. 1 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument. [SIGNATURES ON FOLLOWING PAGE] Page 2 of 4 Revised 11-2-20 BBK 72500.00001\32445060.1 0 0 0 Contract No. HA40360 SIGNATURE PAGE FOR AMENDMENT NO. 1 TO COURTESY PATROL SERVICES AGREEMENT BETWEEN THE PALM DESERT HOUSING AUTHORITY AND SOUTHWEST PROTECTIVE SERVICES, INC. IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 1 to the Courtesy Patrol Services Agreement as of the day and year first above written. PALM DESERT HOUSING AUTHORITY Approved By: L. Todd Hileman, Executive Director Attested By: Anthony J. Mejia, Secretary APPROVED AS TO FORM: By: Revised 11-2-20 Robert W. Hargreaves Best Best & Krieger LLP Special Counsel BBK 72500.00001\32445060.1 SOUTHWEST PROTECTIVE SERVICES, INC. Signature Name Title Signature Name Title QC: ------ Insurance: -ln-iti-al_R_e_vi-ew-Final Review Page 3 of 4 Contract No. HA403S0 Exhibit 1 Page 4 of 4 Revised 11-2-20 BBK 72500,00001132445060.1 S-OUTHVVEST u P.O: BOX 2915, EL CENTRO, CA 92244 • .!NFO@SOlJTJ-iWESTSECURITY.NET • PPO# 18035 OFFICE: (760)970-4500 • FAX: (760)970-4510 • .MOBILE: (760)996-1285 Ms. Teresa Vakili General Manager RPM Company-Palm Desert Housing Authority 72-600 Fred Waring Drive Palm Desert, California 92260 June 29, 2022 RE: Contract extension September 1, 2022, through August 31,2023 Ms. Vakili, VIA E-MAILTRANSMISSION: TeresaVakill@rpmsomnanx.som In response to Ms. Jessica Gonzaies's letter, dated June 13, 2022 inquiring whether or not Southwest Protective Services, Inc., dba: Southwest Security would like to extencl the tenns of the agreement one (1) additional year. However,.due to the unforeseen State minimum Wage increase that Will take place on January 1, 2023", and the historic rise .in fuel costs {Pet ycharts.com, California's average fuel rates for August 2020, $3.16 per gallon-May 2022, $5.87 per gallon -85% increase), Southwest Security proposes the following rates for consideration for September I, ·2022 -August 30, 2023. · September 1, 2022 -Augu:st 30, 2023 ► Foot Patrol Fee: $23.65 per hour ► Vehicle Patrol Fee: $9.075.00 per month The above proposed rates reflect a 5% annual increase to the "Foot Patrol Fee'', and a 10% annual increase to the "Vehicle Patrol Fee". Very truly yours, SOUTHWEST PROTECTIVE SERVICES, INC. SOUTHWEST SECURITY sis H. Jason Jackson President & CEO Cell: (760) 996-1285 Email: JJackson@SOUTHWESTSECURITY.NET 0 0 0 MEETING DATE: PREPARED BY: REQUEST: PALM DESERT HOUSING AUTHORITY STAFF REPORT July 14, 2022 Jessica Gonzales, Senior Management Analyst STREAMLINE THE USE OF NAMED VENDORS OF THE PALM DESERT HOUSING AUTHORITY ("AUTHORITY") BY GRANTING AN EXCEPTION TO THE BIDDING REQUIREMENTS AND APPROVING THE AUTHORITY VENDOR LIST. RECOMMENDATION: 1. Grant an exception to the bidding requirements, as provided for by Section 3.30.160(K) of the Palin Desert Municipal Code; and 2. Approve the Authority Vendor List pursuant to 3.30.160(K) for the purposes of providing recurring, routine contractual services, including maintenance work, materials, supplies, and equipment effective July 15, 2022, not to exceed-$50,000, or as noted on the vendor list, for each named vendor per property (in a 12-month period). · BACKGROUND/ANALYSIS: The Authority owns and operates fifteen (15) properties that includes approximately 1,100 residential rental units. Pursuant to Section 3.30.160(K) of the Municipal Code, the Authority may create an open vendor list for the purposes of obtaining routine and recurring contractual services, including maintenance work, and materials, supplies, and equipment by obtaining competitive pricing in the best interests of the Authority and City from each venpor and establishing a threshold for each vendor, at the recommendation of the Executive Director/City Manager and approval by the Authority Board. By creating the attached list, vendors may be utilized by staff and the contracted management company to provide routine, recurring contractual services, including maintenance work, and materials, supplies, and equipment to each of the fifteen (15) properties. The contracted management company has a responsibility to obtain the best prices and throughout the year obtains quotes on varying items depending on the type of supply, service, or maintenance to be completed. Generally, more than one vendor has been listed to ensure availability and competitive pricing. Quotes are requested of local vendors, as well as outside the area, to ensure competitive pricing. This list does not preclude any vendor or service provider from providing pricing for their services during the time the list is active. Fifty-three percent (53%) of the listed vendors are local in the Coachella Valley, nine percent (9%) of the listed vendors are outside the Coachella Valley but within Riverside County and remainder thirty-eight percent (38%) are outside of Riverside County. Whenever possible, local vendors are used for the desired supplies and services. On May 23, 2022, a notice inviting interested vendors was posted soliciting submittal of qualifying information to be included on the list. The attached list has been revised and supersedes all previous vendor lists and amendments. Vendors on the approved open vendor list will be utilized Page 1 of 2 0 0 0 City of Palm Desert . Housing Authority -Authority Vendor List,· effective July 15, 2022 at any one property in an amount not to exceed $50,000 or as noted on the vendor list, per property, per fiscal year. Otherwise, procurement of services and/or supplies provided by one vendor at any one property will follow the standard procedure for procurement pursuant to the Palm Desert Municipal Code. Staff will request changes to the list from time to time as is necessary to ensure quality, reliability, competitive pricing, and availability of contractual services, including maintenance work, and materials, supplies, and equipment providers. Staff requests approval of this request to facilitate the continued routine, recurring maintenance of the Authority properties. Strategic Plan: The request represents routine administrative business of the Palm Desert Housing Authority. This request does not apply to a specific strategic plan goal. Commission Recommendation: The Housing Commission will review this recommendation at its regular meeting of July 13, 2022. Upon request, a verbal report will be provided at the Authority's regular meeting of July 14, 2022. FINANCIAL IMPACT: There is no direct fiscal impact with the approval of the request except for the cost for the contractual services and/or materials, ·supplies, and equipment. Nonetheless, without having a vendor list established, there is a potential for loss of net revenue due to the timing constraints associated with scheduling routine maintenance items from vendors who have not previously provided pricing. REVIEWED BY: Department Director: Martin Alvarez Finance Director: Veronica Chavez Assistant City Manager: Executive Director: ATTACHMENTS: 1 . Notice inviting interested Vendors. 2. Palm Desert Housing Authority Vendor List, effective July 15, 2022. Page 2 of 2 P R l M D f ~ f R l H O U ~ I NG ff UT ~ R!i1 .. ~ -~(>~ 73-5 IO FRED WARING DRIVE ~ ~:<4°:~. PALM OF.SERT, CAUFORNIA 92260-25 78 ·~ w-~ TEL: 760 346-061 I ~ ~~~ www.cityofpalmdesert.org/housing ...O )I.~ ~ • ,t/1, ~ (')~ ------------------------------------' ...... ..,~ The Palm Desert Housing Authority ("Authority") is seeking to enhance our approved vendor list of qualified v8'ors to provide recurring, routine services, supplies, arid maintenance for general commercial property and building tasks at the Authority owned and operated properties ("Properties"). Examples of recurring, routine services, supplies, and maintenance include, but are not limited to, the following: General property and building maintenance services, supplies and repairs; appliances and equipment maintenance and repair; carpentry; cleaning services; concrete work; any sort of mechanical, plumbing and electrical services; site improvements including parking lot repair and maintenance; water or.sewer damage; window repair and maintenance and any other necessary services for operation and maintf;!nance of the Properties. Notice is hereby given that any potential qualified vendor, who can provide parts, materials, and/or specialized services as specified and meets the following minimum required criteria, should submit a letter of interest along with a description of the proposed services to be provided and experience relevant.to the services and the required documents to be.considered to be added to the list. However, being placed on the Vendor List is no guarantee that a vendor will be selected to provide. services. MINIMUM QUALIFICATIONS: 1. A current California Contractor's License (applicable to the services offered) 2. City of Palm Desert Business License and W-9 3. Califc;>rnia QepartmE;!nt of Industrial Relations. (DIR) Contractor's Registration . 4: Proof of Insurance General Liability, Automotive Liability, Workers' Compensation Insurance and endorsements will be required (With coverage at least as broad as Insurance Services Office fonn CG 00 01, in an amount not less than $1,000;000 per occurrence; $2,000,000 general aggregate, for bodily injury, personal Injury, and property damage, including without limitation, blanket contractual liability, and a $2,000,000 completed operations aggregate). 5. Execute a contract as part of the response to this invitation, and agree to all terms provisions. All Vendors will be required to meet the requirements of Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000 et seq. ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects. If any work and s~rvices involve an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, the Vendor must ·agree to fully comply with such Prevailing Wage Laws. Questions about prevailing wages in the State of California should be addressed to the Division of Labor Statistics and Research, Prevailing Wage Unit, P.O. Box 420603, San Francisco, CA 94142 or call (415) 703-4774. ; The Authority and City of Palm Desert ("City") is committed to inclusion and diversity and welcomes proposals and bids from contractors, consultants, and vendors of all faiths, creeds, ancestries, and ethnicities without regard to disability, gender identity, sexual orientation, or immigration status. The Authority and City condemns and will not tolerate prejudice, racism, bigotry, hatred, bullying, or violence towards any group within or outside of our community. For any question and additional informaticm please contact: Teresa Vakili, RPM Company, 72-600 Fred Waring Drive, Palm Desert, CA 92260 (Responses to this invitation must be submitted to this address;) · Phone: (760) 67 4-1139 E-Mail: TeresaVakili@rpmcompany.com RESPONSES ARE TO BE SUBMITTED INWRITING IN A SEALED ENVELOPE NO LATER THAN 4:00 P.M. ON MAY 31, 2022 TO TERESA VAKILI AT THE ABOVE NOTED ADDRESS. ONLY HAND DELIVERED OR MAILED PROPOSALS WILL BE ACCEPTED. 0 0 FY 2022/23 Housing Vendor List VENDOR LOCATION SERVICE PROVIDED Abartmenflndustrv:Services·ctvoicallvithese;servicesare aeared:towatiftliis industrv,,, ,\:,IX@ •<« ,, i,', ;':.<:• .. :, '' /. i).'f.iC'l "., ' '.,, <~;;:;.,,, < ,, 2 3 4 5 6 7 8 9 10 11 12 ,3 14 15 16 17 18 19 20 21 22 23 24 Great American Business Jayco Industries Metalcraft, Inc. Mood Media MRI Software LLC Peachtree Business Products Salisbury Industries Sign-a-Rama Upbeat, Inc. WASH Multifamily Laundry Systems Welcome Home America, Inc. ()ffice/Computer.Products anct Servlc:!!s., '.,·.:C·:,-':'.' " Cantrell Networks Inc De Lage Landen Financial Services, Inc Dell EMC Desert Business Interiors Palm Desert Printing Retrotel Sparkletts Staples Valley Office Equipment Building Maintena,nce Servic;'es:. ";~i ,,, ,; :,L?.;r .. ,,<; a. CARPET CLEANING CleenX Carpet & Tile Distinctive Floor Care Express Contractors, Inc. Western Carpet Cleaning, Inc. Mail Order-Houston, TX Replacement Flags/Door Mats/Etc. Apple Valley, CA Mailboxes Mason City, IA ID Plates and Labels Charlotte, NC Property Phone Advertising Solon, OH CallMax Mail Order-Atlanta, GA Replacement Flags/Door Mats/Etc. Los Angeles, CA Mailboxes PALM DESERT, CA Signage Mail Order-St. Louis, MO Replacement Flags/Door Mats/Etc. El Segundo, CA Laundry Machine Service Holly Springs, GA Apartment Marketing Products ·, " ' •;,, ,, ;,, ' · .. ' ' · .. \. u:, /' :;: ' '' ,,· N ,, ' ' Lodi, CA Computer services Wayne, PA Financial services for copier equipment Round Rock, TX Computer products and services PALM DESERT, CA Office Furniture PALM DESERT, CA Printing Service ealm Sgrings, CA Phone Products/Repair/Services Atlanta, GA Bottle Water Delivery PALM DESERT, CA Copier Equipment/Repair/Supplies Calbedr:al Ci~ C8 Office Supplies/Equipment ,', ·1 ,r>" •:t:,: .:>xx. .. ., . ' ; h ", >i.::, .,.·,,,:·. /' ' C!i!lb!lgral Cjti, Q8 Carpet Cleaning/Maintenance PALM DESERT, CA Carpet Cleaning/Maintenance Fontana, CA Carpet Cleaning/Maintenance Ontario, CA Carpet Cleaning/Maintenance 0 TELEPHONE NO. ,;J;/flZ::{'.j:}i: :, .Ji,·i, ;, .. , ,,, . <4:P,= ', :i 'f@Y : :'.3M'J (800) 676-3979 (800) 587-5257 (800) 437-5283 (800) 345-5000 (800) 321-8770 (800) 241-4623 (800) 562-5377 (760) 776-9907 (800) 325-3047 (800) 421-6897 (800) 937-9424 ':,, ,:x,.·· ., .·Y·· ,., ·:~r,. ·" .1: ::\ ' '• (209) 331-6700 (800) 735-3273 (512) 513-9936 (760) 340-1112 (760) 346-6644 (760) 778-8175 (800) 804-4579 (760) 341-4814 (760) 321-1560 : '',\,;; ., ,c:f',:, .. • ... ,.. •·., ' "' ·:·.:: '' ,\• ',: . : . ;c,·tr: ·, /· .. ', ,, (760) 328-2923, (760) 340-6623 (760) 989-4179 (951) 360-6500, (909) 376-0865 (951) 218-6146, (909) 923-7617 0 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 0 b. HOUSE CLEANING Express Contractors, Inc. Fontana, CA Janitorial/House Cleaning Western Carpet Cleaning, Inc. Ontario, CA Carpet Cleaning/Maintenance C. POOL SERVICE Gardner Outdoor and Pool Remodeling ~ Pool Service, Repairs and Remodeling Ojeda Pools and Spa La Quinta C8 Pool Service, Repairs and Remodeling Service First Santa Ana, CA Pool Service & Repairs Teserra Coacbella cei Pool Service & Repairs Building Mainten_arice Supplies '~ .. ·:>. ' , ; .. -: .. ··•··· :.•' ;. '. . ',,' ; " . , '.• ' , .. : ' Cintas Cincinnati, OH First Aid Kits Ferguson Enterprises Inc. cathedral Ci!l( CA Hardware/Supplies Grainger Palatine, IL Hardware/Supplies HD Supply Facilities Maintenance San Diego, CA Hardware/Supplies Lowe's PALM DESERT, CA Paint/Hardware/Supplies Pacific Verticals Murrieta, CA Blinds The Home Depot Supply-CRC Bancbo Mirnge/La Quinta C8 Hardware/Supplies Waxie Sanitary Supply San Diego, CA Janitorial Supplies App)iance Replacements, Repairs:~ Services:..' (. : ; _-,; . .; ::. < j :~.:• • • <: ') T, • -•; t".';':: . ,· :,. ') :·::,·; :;;.➔ <, ·:-. : :+ . :.r7>-•', ,: '" . -: : '.• Appliance Medic Bertheola IhQusand !;alms C8 Appliance Repair/Parts Desert Pipe & Supply PALM DESERT, CA Water heaters and parts J & M Appliance Redlands, CA Appliance Parts Lowe's PALM DESERT, CA Hardware/Supplies The Home Depot Supply San Diego, CA All Appliances Service/Repairs/Supplies - CarpetNinyl/WinclowR~placenrenfs; Repaifa$''Servi~esl)~; <;'.';,::; : _;:~• : ' ·.. ··,:; / :; , ;s,::;.;!''. ;r,t': J,i;' ';:;i;:':;. '. •. · );i:•1f1f' .' ,;i, :::::.~ Curtis Allan FloorCovering Corona, CA Floor Covering Pacific Verticals Inc. Lake Ellsinore, CA Window Coverings Reliable Renovation, Inc. Corona, CA Floor Covering The Screenmobile Inc Thousang Ealms cei Screen Replacement/Repair Electrical½ : , .. • . ··, . '. :;/ .· ~-\ ' ,.-·-, ', : ' ., : . :. ·• ... ·, •. : > ··" :.,;' ,,-." . i .._, , ... ; .' •' . '. Brian K Stemmer Construction PALM DESERT, CA Interior/ Exterior Repairs & Construction .. Consolidated Electrical Distributors Inc PALM DESERT, CA Specialized Electrical Supplies 0 (951) 360-6500 (951) 218-6146, (909) 923-7617 (760) 342-9756 (760) 671-1009 (714) 573-2253 (760) 340-9000 : •' ... ·,-_<_., >' (714) 288-8400 (909) 263-1402 (800) 472-4643 (800) 431-3000 (760) 449-9060 (951) 677-5114 (760)324-0100 I (760)347-8722 (800) 544-8054 ., \",,'.;, : . i' ' ·:·. :~•,:.,/ (760) 3610-9723 (760) 449-9060 (909) 793-6050 (760) 449-9060 (800) 431-3000 • .. ' \:,,i, !:t::";':S,'•'. :F y: (951) 235-4422 (800) 218-5555 (951) 278-8000 (760) 343-3500 ·, ;·;:: •' ,; ,' : '_ ' ~ '', (760) 819-5476 (760) 568-6869 0 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 . 76 0 0 Cove Electric PALM DESERT, CA Service/Repairs/Supplies (760) 360-0036 Desert Pride Construction & Painting Inc. Coacbella Cl\ Interior/ Exterior Repairs & Construction (760)567-1290 M. Brey Electric Inc Beaumont, CA Service/Repairs/Supplies (951) 845-5438 HVAC :;. '•':' ·;:~ '. .. , ·:.·,., ·. '. : :-,•;.,. i .. • ./,··. •i ·. ':;" . :~· '< '"' . \ }' .... ::r~-i • \•:, ,: t~r' > •. • ,;·,,~ •• :"."' ! J; > • :•,}~·;j~ ... . •_,,: -->'--, .. ..; Advancing Home Performance PALM DESERT, CA Hers testing (760) 851-8648 John Harrison Contracting (SCE Energy Efficient Contractor) Banning, CA Service/Repairs/Supplies (760) 322-2653 Johnstone Supply PALM DESERT, CA Service/Repairs/Supplies (760) 360-0720 Oakridge Energy & Const Redlands, CA Hers testing 951-793-9444 Landscape and/or T(ee Service ':>, . . ,: ' ••, ... -·--. .. ' ... ·> ,; :"'~ ., .·· .. ... -:·: ·' ,. '.,: . .'. ··. ·. '.•. > ,"' . . .; Kirkpatrick Landscaping Services ~ Landscape Contractor (760) 347-6926 Liberty Landscaping Riverside, CA Landscape Contractor (951) 683-2999 Mowers Plus, Inc Be[muda Du □es C8 Landscape Equipment Parts (760) 772-2153 Ray Lopez Associates Ibemml, C8 Landscape Counseling and Planning (760) 206-9696 Reliable Tree Works Inc Coacbella Cl\ Tree Removal (760) 848-9483 West Coast Arborist, Inc. Anaheim, CA Tree Service (800) 521-3714 Pluml>ing•''t:,''0',· ··" : ....... ·'·; .. ,::•~:•' J'. J~,,,i.; • / :.: :""'w ·7,::: ·, ',;,r,r·. ;,,·1 . ·: ,:;;::: s"~'' l·: >:':r"<· ·•':r:::.*;:.,•11.r:_;pi0Ji~;:,i' ., . .J'J~: ,~:.1,1,4;:;;r-;;;1h ,:i<;:;~:-:.r ·' .• AEA Pluml>ing Inc. PALM DESERT, CA Service/Repairs/Supplies (480) 219-6276 American Leak Detection ealm Sgcings Cl\ Service/Repairs/Supplies (760) 320-8273 Brian K Stemmer Construction PALM DESERT, CA Interior/ Exterior Repairs & Construction (760) 819-5476 Desert Pride Construction & Painting Inc. Coacbella C8 Interior/ Exterior Repairs & Construction (760) 567-1290 Maple Leaf Plumbing, Heating and Air Conditioning PALM DESERT, CA Service/Repairs/Supplies (760) 346-6758 Saf Enterprise Inc ~ Service/Repairs/Supplies (760) 775-0911 Southwest Plumbing Ibousand ealms ~ Service/Repairs/Supplies (760) 343-2345 Valley Plumbing Be[muda Dunes CA Service/Repairs/Supplies (760) 347-3629 Robfi11g\<' :t,j,,,• :c ,., .. //':.1};'1\t•;;\·\:,, :·;•;;;.~ :s::;:r:.,;'t'.'".{i\ ·· .. ,,;;;:4,••:, ,t,i · T:t.·;J'.~fJ,i,3 , } , ·,::\:'.:f,' .;:;·.r 0:.i):'• .,'t.'f;,,':,J'(f ii;i:,, ,O',.•ti,f:: :il"'.,;1·: :: •• 0t.;;\Z·" :,,1;::,t.¥'311 Best Contracting Services, Inc Gardena, CA Roofing Construction (310) 328-6969 Brian K Stemmer Construction PALM DESERT, CA Interior/ Exterior Repairs & Construction (760) 819-5476 The Garland Company Cleveland, OH Roofing Repairs & Construction (951) 300-8377 Spegia[tyServices •.·~,'s. :.Jf'i}',;o;0}{:;;}::t' i :,~,,~;. . . :,::,;21 . st.L: ,:, ., · ;:;:, ,:;; .· .•.:;,.' , •· ':'1·'' "/ . ; ·11I ·, ,;r:. y;;;,•: '.•J.t:,ft.~..,¥I: ' •,'. ·:rr·., ½':.!•' i':rt:r''i' '·' ; ;u; ·'"ti;>,'; Al>ove All Awnings PALM DESERT, CA Carports/Awnings/Patio Covers Service (760) 208-2071 Acme Moving and Storage •· PALM DESERT, CA Moving Company (760) 200-1102 Air Quality Testing Services PALM DESERT, CA Air Quality Testing (760) 238-6679 0 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 Alliance Environmental American Technologies, Inc Atlas Awning and Screen Automated Gate Services Inc AvidXchange Belfor Property Restoration BestTec Best Western Plus Palm Desert Resort B.G. Structural Engineering, Inc. Big Sky Gate Keeper Bio-One of Temecula Brickley Environmental Buck's Stair Treads Cardiff Limousine & Transportation Clean Harbors Inc Crime Scene Steri-Clean LLC Crossfire Mechanical BestTec Dave Bang Associates, Inc. Desert Fire Extinguisher Door Pros Duct Pros Elite Communications Envirocheck Inc Equifax Verification Services Flood Response Great Western Installations Inc Henry's Glass and Mirror Inland Contractors Inc International Paving Services Kord Fire Protection Lowe's Office Team Patton Door & Gate Playground Gallery, t:LP Powerstride Battery Company Azusa, CA Orange, CA ealrn S!l[i □gs CA Corona, CA Charlotte, NC Riverside, CA PALM DESERT, CA PALM DESERT, CA PALM DESERT, CA La Quinta C8 Hemet, CA San Bernardino, CA Fontana, CA PALM DESERT, CA Rancho Dominguez, CA Rancho Cucamonga, CA Bermuda Dunes CA PALM DESERT, CA Orange, CA ealrn SQ[ings CA PALM DESERT, CA PALM DESERT, CA PALM DESERT, CA Arcadia, CA Chicago, IL ThQusand ealms C8 Logan, UT Be[muda Dunes C8 Riverside, CA San Bernardino, CA eahn Sgrings CA PALM DESERT, CA Los Angeles, CA ealrn Sg[ings CA " Arlington, WA PALM DESERT, CA 0 0 Mold/Asbestos/Environmental Remediation and Removal Service (626) 633-3500 Mold/Asbestos/Environmental Remediation and Reconstruction Service (951) 682-9200 Carports/Awnings/Patio Covers Service (760) 327-8466 Gate and Garage Door Installation/Repair/Service (951) 817-3000 Accounts Payable system (800) 560-8305 Mold/Asbestos/Environmental Remediation and Reconstruction Service (951) 682-7000 Boiler and Water Heater Specialist (855) 462-3788 Hotel accommodation (760) 340-4441 Engineering Services (760) 568-3553 Pool gate repair (760) 346-9090 Biohazard Cleaning Service (442) 325-3954 Mold/Asbestos/Environmental Remediation and Removal Service (909) 888-2010 Stair Treads (909) 350-9010 T ranspo rtatio n (760) 568-1403 Light Bulb Recycling and Hazardous Waste Disposal Service (619) 813-5467 Environmental Removal and Cleaning Service (888) 577-7206 Boiler and Water Heater Specialist (760) 898-0478 Boiler and Water Heater Specialist (855) 462-3788 Playground equipment supplier (800) 669-2585 Fire Extinguisher Replacement/Repair (760) 322-0995 Glass Door/Window repairs & replacement (760) 360-9300 Air Duct Cleaning & Sanitizing (760) 202-9894 Phone and Internet Communication Service (760) 470-1393 Mold/Asbestos/Environmental Testing (800) 665-7586 Employment Verification (800) 366-6660 Fire/Water/Mold Cleanup, Remediation and Restoration (760) 343-3933 Playground equipment supplier Glass Repair/Window & Patio Slider Replacement (760) 360-2800 Mold/Asbestos/Environmental Remediation and Removal Service (951) 658-3156 Asphalt Repair (909) 794-2101 Fire Extinguisher Replacement/Repair (760) 228-3180 Appliance Supplier (760) 449-9060 Staffing Company (760} 836-1877 Pool gate repair (760) 320-0788 •· Playground Equipment .. -(800) 306-6333 Electric Car Equipment/Maintenance (760) 360-7227 0 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 Precision Garage Door & Gates Realpage Robertson Industries, Inc. (TotTurf) Sam's Fence Company Service Master Restoration Services ServPro Shasta Fire Protection Suzy Gourmet The Lock Shop Valley Lock and Safe Westcon Construction lnteriQr & E;terior Pr9perty.ReJl.airs and Mai_ntenance AEA Plumbing Inc. Allan Michaels Construction, Inc. Amtech Elevator Services Aquatic Pump Services, Inc Brian K Stemmer Construction Cotton Commercial Inc CV Pipeline Corp. Desert Pride Construction & Painting Inc. GATT Construction & Painting Inc GLS Architecture Group Inc HD Supply Holt Architecture Interstate Restoration California James E. DeGroff JHA Engineering Leisure Creation Matrix Construction Services New Construction Solutions Pacific Sun Casual Furniture Patio Furniture Doctor, Inc. Reliable Renovation, Inc. Ryder Corp S & T Contractors Services Inc Seabreeze Patio Furniture ,_ Sherwin Williams Yucca Valley, CA Dallas, TX Phoenix, AZ Ibe[Illal C8 Santa Clarita, CA PALM DESERT, CA IbQUS<i □d ealrns CA PALM DESERT, CA PALM DESERT, CA Calbedral Ci~ C/li ~ _.: ::>:£' _.,.,, ,_:, -, PALM DESERT, CA National City, CA Anaheim, CA PALM DESERT, CA PALM DESERT, CA Katy, TX PALM DESERT, CA GQacbella G/li PALM DESERT, CA PALM DESERT, CA PALM DESERT, CA PALM DESERT, CA Anaheim, CA PALM DESERT, CA PALM DESERT, CA Russellville, AL CQ[O[lg CA Li;! Qyinli;!, Q8 - Hemet, CA Calbedral Ci~ C/li Corona, CA Corona, CA Santa Clarita, CA Orange, CA -· PALM DESERT, CA 0 0 Gate and Garage Door Installation/Repair/Service (760) 320-4911 OneSite Property Management Software (877) 325-7243 Playground Surfacing (800) 858-0519 Fence/Siding Specialist (760) 397-0213 Fire/Water/Mold Cleanup, Remediation and Restoration (661) 287-9717 Fire/Water/Mold Cleanup, Remediation and Restoration (888) 577-7206 Fire Extinguisher Installation/Design/Replacement/Repair (760) 404-1350 Food catering (760) 835-4982 Keys/Lock Repair (760) 346-5214 Keys/Lock Repair (760) 321-5397 Asphalt Repair (760) 775-7070 :t ·;'.:: .. ; -~ --·.,,-'/",, :,t<: ,'.•.·' --: ' ,, ••":' _·->· ' :,:t; ' ' ' ,. ,-:::,.-,; Service/Repairs/Supplies (480) 219-6276 Interior/ Exterior Repairs & Construction (619) 264-3443 Elevator Service and Repairs (714) 939-6516 Pond Supplies (760) 272-7510 Interior/ Exterior Repairs & Construction (760) 819-5476 Interior/ Exterior Repairs & Construction (949) 375-2026 Pipeline service, repairs and maintenance (760) 610-5563 Interior/ Exterior Repairs & Construction (760)567-1290 Interior/ Exterior Repairs & Painting (760) 943-6668 Architect (760) 340-3528 Interior/ Exterior Repairs & Construction (760) 534-9648 Architect (760) 408-7081 Interior/ Exterior Repairs & Construction (714) 978-6400 Engineering (805) 889-0917 Engineering (760) 345-1352 Pool furniture (208) 755-3260 Interior/ Exterior Repairs & Construction (951) 493-0100 Interior/ Exterior Repairs & Construction (760) 861-1725 Pool Furniture Repair and Replacement (951) 658-3156 Pool Furniture Repair (760) 328-8999 Resurfacing Counter Tops, bathtubs, etc. (951) 278-8000 Interior/ Exterior Repairs & Construction (951)371-8368 Interior/ Exterior Repairs & Construction (818) 335-3176 Pool and patio furniture replacement (714) 633-0200 Interior/ Exterior Paints & Supplies (760) 345-2040 0 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 0 0 Sun Tech Companies La Qui □ta C8 Solar panel cleaning maintenance (760) 861-6666 Sundrella Casual Furniture Phoenix, CA Pool Furniture Repair and Replacement (623) 516-2010 West Coast Services Yucaipa, CA Resurfacing Counter Tops, bathtubs, etc. (714) 780-0171 Maintenance Equipment and Repair. ~\~,c#,f >?.",,' ·~;: •. '' ,::~ii?:\{{?::.' ;r_,:: .... .. . , .. ; ;;} . 2' ,~. ·-•~ ., . 1?::7 ·l:\'.:::c:'::i;t.,/::~~::t: '~·';rt,;· .. ".E . /C:: ::;t, 'J,f! 'j';"'\ ,, Ace Golf Cars Repairs Ca!bedral Citi C8 Electric Car Equipment/Maintenance (760) 346-2022 Cart Mart Inc San Marcos, CA Electric Car Equipment/Maintenance (760) 744-1050 Powerstride Battery Company PALM DESERT, CA Electric Car Equipment/Maintenance (760) 67 4-8787 ~~urtesy ~.atrol, Security fl~fms/Surv~ilJ,u'j!ie~&·J9cwing:.;; :·:''0; ,, . /· . •?::it:·•,;'. ~:~ -\~=x~:l~Y~::; rt;~.:,~,; , .1~·;:\·,~2L·:2:~:; .. · .':'~·<;_,·~ ~~~~=~~~-~ J~~~;~;Jt1~ \~~:~~~:·· ·,·~::jt~·'.},?~~ ~ 1i ... " ADT Commerical Kansas City, MO Security Alarm System/Monitoring (800) 642-287 4 Boyd & Associates (Get Alarmed} ~ Security Alarm System/Monitoring (760) 776-8811 Comtron PALM DESERT, CA Security Alarm System/Monitoring (760) 776-8811 JJJ Enterprises Escondio, CA Security Alarm System/Monitoring and Fire Safety (623) 516-2010 Plaza Towing Inc PALM DESERT, CA Towing (760) 775-4314 Southwest Protective Services, Inc. El Centro, CA Courtesy Patrol (760) 970-4500 Pest6ontrol-,::•:~'~;i,;:••\•:':'i~; ;}ii;.;,,'.;\,. ;:::-:-),:t'/,~!;,:ft;:,,• ,·. '. ,l"~.:;•;';;,: .. ,r:~:·,):~;, '. ·J::::~!: -·~{. •~::• :, ' ✓ '\!;:f:'ft?'?' '.:\'.::;,.,,,,;;::<.: ,.~: J ,,,,'"!~'.•:;:'_ :;;"'i :;;tr··•;'ti;:f :. Exclusive Pest Control Services PALM DESERT, CA Pest Control (760) 449-0379 Transaction Termite Inc PALM DESERT, CA Pest Control (760) 776-0850 Professional Services' .,,. , •': .'., . ·, .. ·· .. ·::. · .. <.·. ', . ' ·~ .• >'·,·';"· ::•-, ' . ~" -~; ",' :'·: -"·:'· '• '< ;-, ·', .. ,. ,...: .. :, <;; , .. ;,\,:,. :·: ,'" ' '• .... · ... ':;, .. ,. ,;:; .. .. Kevser Marston Associates CKMA) Los Anaeles, CA Financial Analvsis & Feasibilitv Studies 213) 622-8095 CBRE Group Newoort Beach, CA Real Estate Appraisal Services 1760) 438-8527 Capital Reaitv Analysts Lake Havasu City, CA Real Estate Appraisal Services 1760} 564-6222 Holt Architecture o~nrhn ~~;,~no f'A Architectural Services 760} 328-5280 Notes: PALM DESERT BUSINESSES CQacbella ~all~ Busi □esses Riverside County Businesses Outside Riverside County 0 0 0 PALM DESERT HOUSiNG COMMISSION MEMORANDUM TO: HOUSING COMMISSION FROM: Dennis Guinaw, Housing Commission Chair DATE: July 13, 2022 SUBJECT: REPORT FROM THE HOUSING COMMISSION CHAIR The following is a summary update from Palm Desert's Housing Commission ("the Commission") Chair Guinaw. Chair Guinaw, is the Commission's designee for the Homelessness Task Force. Chair Guinaw will report on the Homelessness Task Force planning session held on Friday, June 3, 2022. Chair Guinaw will also provide the Commission of a City resource, the Brightside Newsletter and its quarterly updates. The report highlights are included below. Brightside • Once again, the Brightside Newsletter has published an article about housing opportunities. The article identifies a resource for home buyers that may help their chances to get home loans. Articles like this are proof of the City's commitment to assure that residents know how to access housing qpportunities. Homelessness Task Force Planning Session • The Task Force held a Strategic Planning Session on Friday, June 3, 2022. • The purpose of the meeting was to develop focus areas for program improvement or development. • Prior to the meeting, each member and each community partner were asked to comment on the strengths, weaknesses, opportunities, and threats to the approaches taken by the City to address homelessness. • Members and community partners were also asked to identify the top issues on which the Task Force should focus on during future meetings. • After a lively, informative, and productive discussion three focus areas were identified: o Mental Health, Substance Abuse and Health Services o · Housing Alternatives o Exploration of Non-elective Services • The action plan for each focus area included: o Review services and collaboration with community partners o Explore unmet needs and how to meet them o Maximize coordination of services 0 0 CITY OF PALM DESERT COMMITTEE/COMMISSION MEMBER UPDATE FORM Committee/Commission: HOUSING COMMISSION ------....a...aa-=--cc...a.a..a-=-=-==~~"--'-'-------- Name: ----------------------------(Last) (First) (Middle Initial) Address (please submit the address you wish notices/agenda be sent) (Street Number) (Unit No.) (City) (Zip Code) Is this a business address: No □ Yes D If yes, please print name of business: ______________ _ Phone Number: (please circle one) (phone number you prefer to receive calls) Home Business Cell What is the best time to call: ------------------ May we contact you via email?: No □ Yes D . E-mail address: -------------------- Would you prefer the Agenda Packet emailed: No D Yes D 2021 Update MONTHLY OCCUPAN C Y STATUS REPORT REPORTING MONTH: Apr-22 REPORT DATE: 5/2/2022 "MULTI-FAMILY PROPERTIES" Cal ifornia V illas a. T otal Untts in Complex b. Vacant Units C. Occupied Units d . Pending Leases e. Ending Occupied & Pre-leased f. Down Units g. Number of Wait List Contactees h. Re-Cert Pkts Sent Out Du ring Month i. Number of Traffic Qualified i. Number of Traffic Non-Qualified Des ert Pointe a. Total Units in Complex b. Vacant Units c. Occupied Units d . Pending Leases e. Ending Occupied & Pre-leased f. Down Units g. Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of Traffic Qualified I. Number of Traffic Non-Qualified Lag una Palms a Total Units in Complex b. Vacant Units c . Occupied Un its d. Pending Leases e . Ending Occupied & Pre-leased f. Down Units g. Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of T r affic Qualified i. Number of Traffic Non-Qualified Nei ghbors a. Total Units in Complex b. Vacant Units c. Occupied Untts d. Pending Leases e. Ending Occupied & Pre-leased f . Down Units g . Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of Traffic Qualified i. Number of Traffic Non-Qualified On e Quail Place a. T otal Units in Complex b. Vacant Units C. Occupied Units d. Pending Leases e. Ending Occupied & Pre-leased f . Down Units g . Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of Traffic Qualified i. Number o f T raffi c Non-Qua lified 05K12f2f1Z2 TERESA VAKILI Apr-21 May-21 141 141 2 5 139 136 2 1 141 137 0 0 70 34 17 14 5 4 0 0 64 64 3 4 61 60 0 0 61 60 3 3 0 25 3 5 10 12 0 0 48 48 1 1 47 47 0 1 4 7 48 0 0 15 50 3 7 15 8 0 0 24 24 1 1 23 23 0 0 23 2 3 1 1 0 7 2 0 6 7 0 0 384 384 7 9 377 375 5 6 382 381 4 4 85 94 30 25 59 39 3 1 Jun-21 Jul-21 Aug-21 Sep-21 141 141 141 141 5 2 1 1 136 139 140 140 2 1 0 1 138 140 140 141 0 0 0 0 46 65 40 33 9 3 1 5 11 5 22 13 14 0 0 2 0 64 64 64 64 3 2 2 2 61 62 62 62 1 2 1 1 62 64 63 63 2 1 1 1 37 10 46 33 8 4 6 2 9 24 20 13 0 0 0 0 48 48 48 48 1 1 3 4 47 47 45 44 0 0 0 2 47 47 45 4 6 0 0 1 1 70 75 65 70 4 4 5 6 5 6 7 4 0 0 0 0 24 24 24 24 1 1 1 1 23 23 23 23 0 0 0 0 23 23 23 23 1 1 1 1 0 0 0 0 1 1 3 2 9 12 9 12 0 0 0 0 384 384 384 384 11 12 14 17 373 372 370 367 4 9 8 11 377 381 378 378 5 3 2 2 110 90 168 140 26 17 34 2 1 86 118 66 44 2 2 14 8 P ao-1 ol 11 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Ma r-22 Apr-22 141 141 141 141 141 141 141 2 0 2 3 4 5 5 139 141 139 138 137 136 136 1 1 1 2 0 2 3 140 142 140 140 137 13 8 139 0 0 0 0 0 0 0 40 35 22 45 60 30 50 16 15 8 16 12 8 9 10 14 6 10 15 10 12 0 0 0 0 2 1 0 64 64 64 64 64 64 64 2 2 2 3 3 3 4 62 62 62 61 61 61 60 1 0 0 0 0 0 2 63 62 62 61 61 61 62 1 1 1 2 2 2 2 76 30 33 49 19 17 37 8 5 6 6 2 2 2 21 17 11 7 23 14 9 0 0 0 0 0 0 0 48 48 48 48 48 48 48 3 1 1 2 1 0 0 45 47 47 46 47 48 48 2 0 0 0 1 0 0 47 47 47 46 48 48 48 0 0 0 0 0 0 0 60 40 45 30 35 15 35 4 4 4 4 4 3 2 10 5 11 6 10 3 7 0 0 0 0 0 0 0 24 24 24 24 24 24 24 2 1 1 1 0 0 0 22 23 23 23 24 24 24 0 0 0 0 0 0 0 22 23 23 23 24 24 24 2 1 1 1 0 0 0 12 10 0 0 0 0 0 0 3 3 1 3 0 2 8 12 9 6 11 9 8 0 0 0 0 0 0 0 384 384 384 384 384 384 384 17 16 10 9 6 3 8 367 368 374 375 378 381 376 7 14 8 5 5 10 10 374 382 382 380 383 391 386 1 1 1 2 4 2 1 101 260 280 196 190 80 186 25 26 24 30 31 30 17 43 36 7 1 61 53 67 4 0 3 11 11 9 6 3 26 MOS ~Famtly • 'Z2 MONTHLY OC CUPANCY STATUS REPORT "MUL Tl-FAMILY PROPERTIES" Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-2 1 Oec-21 J an-22 Feb-22 Mar-22 Apr-22 Pal m Village a . Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36 b. Vacant Units 3 3 3 3 3 4 4 3 3 3 2 1 1 c. Occupied Un its 33 33 33 33 33 32 32 33 33 33 34 35 35 d. Pending Leases 0 1 1 2 2 1 2 1 2 2 2 1 1 e. Ending Occupied & Pre-leased 33 34 34 35 35 33 34 34 35 35 36 36 36 f . Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g . Number of Wait List Contactees 15 40 70 75 65 70 60 48 45 30 35 15 35 h. Re-Cert P kts Sent Out During Month 5 2 6 6 3 2 6 3 1 3 6 2 1 i. Number of Traffic Qualified 15 5 3 5 0 2 0 4 6 __ 3_ ..L _2 _ 4 j Number of T raffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 San ta Ro sa a. T otal Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20 b. Vacant Units 1 1 3 4 4 4 4 4 3 3 3 4 4 c . Occupied Units 19 19 17 16 16 16 16 16 17 17 17 16 16 d. Pending Leases 0 0 0 0 2 1 2 2 1 1 1 0 0 e. Ending Occupied & Pre -leased 19 19 17 16 18 17 18 18 18 18 18 16 16 f . Down Units 0 1 1 1 0 1 2 2 2 2 2 4 4 g . Number of Wait List Co ntactees 15 30 70 55 65 52 60 45 4 8 30 35 0 33 h. Re-Cert Pkts Sent Out During Month 0 0 1 2 2 0 1 2 1 1 1 0 3 i. Number of Traffic Qualified 15 3 0 0 2 0 0 .2_ 3 2 2 ,-2 ---1..._ i. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 T ao s Palms a. T otal Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16 b. Vacant Un its 1 1 2 2 2 2 1 1 1 0 0 0 0 c . Occupied Units 15 15 14 14 14 14 15 15 15 16 16 16 16 d . Pending Leases 0 0 1 1 0 0 1 1 1 0 0 0 0 e . End ing Occupied & Pre-leased 15 15 15 15 14 14 16 16 16 1 6 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 30 53 72 68 54 88 48 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 2 2 0 0 2 1 2 1 1 1 0 0 2 i. Number of T raffic Qualified 3 5 8 9 15 17 5 9 6 3 10 6 6 i. Number of Traffic Non-Qua lified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MUL Tl-FAMILY PROPERTIES Apr-2 1 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 F eb-22 Mar-22 Apr-22 a. T otal Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733 b. Vacant Units 19 25 29 27 30 35 35 28 23 24 19 16 22 c . Occupied Units 714 708 704 706 703 698 698 705 710 709 714 717 711 d. Pending Leases 7 9 9 15 13 17 16 19 13 10 9 13 16 e. Ending Occupied & Pre-leased 721 717 713 721 716 715 7 14 724 723 719 723 730 727 f. Down Units 8 9 9 6 5 6 6 5 5 7 8 8 7 g . Number o f Wait List Contactees 200 310 456 442 517 452 497 516 473 380 374 157 376 h. Re-Cert Pkts Sent Out During Month 62 55 55 37 70 45 62 59 48 62 59 45 38 i. Number of Traffic Qualified 128 83 125 196 132 106 97 99 123 98 129 113 90 i. Number of Traffic Non-Qualified 3 1 2 2 16 8 3 11 11 9 8 4 26 Page2of 11 MOS ~-Family 4 22 MONT HLY OCCUPANCY STATUS REPORT REPORTING MONTH: Apr-22 REPORT DATE: 5/2/2022 "SENIOR PROPERTIES" Can dlewood a. Total Units in Complex b. Vacant Units c . Occupied Units d. Pending Leases e. Ending Occupied & Pre-leased f. Down Units g . Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. N umber of T raffic Qualified i. Number of Traffic Non-Qualified Car los Ortega a. Total Units in Complex b. Vacant Units c . Occupied Units d . Pending Leases e. Ending Occupied & Pre-leased f. Down Units g . Number of Wait List Contactees h . Re-Cert Pkts Sent Out Du ring Month i. Number of Traffic Qualified i. Number of T raffic Non-Qualified Cat alina Gardens a . T otal U nits in Complex b. Vacant Units c. Occupied Units d. Pending Leases e . Ending Occupied & Pre-leased f. Down Units g. Number of W ait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of Traffic Qualified i. Number of Traffic Non-Qualified La Rocca Villas a. Total Units in Complex b. Vacant Un its c . Occupied Units d. Pending Leases e. Ending Occupied & Pre-leased f. Down Units g. Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of T raffic Qualified i. Number of Traffic Non-Qualified L as Serenas a. Total Units in Complex b. Vacant Units c. Occupied Units d . Pending Leases e . Ending Occupied & Pre-leased f. Down Units g . Number of Wait List Contactees h. Re-Cert Pkts Sent Out During Month i. Number of Traffic Qualified i. Number of Traffic Non-Qualified T ERESA VAKILI Apr-21 May-21 30 30 1 3 29 27 1 1 30 28 0 0 11 60 2 2 0 6 0 0 73 73 1 1 72 __ 72_ 1 1 73 73 0 0 4 0 4 3 8 9 20 15 7 12 72 72 2 2 70 70 1 2 71 72 0 0 34 28 3 1 5 5 0 0 27 27 0 0 _2J_ 27 0 0 27 27 0 0 0 0 2 2 26 16 0 0 150 150 3 3 147 147 1 1 148 148 1 2 65 8 10 17 27 3 1 0 0 Jun-21 Jul-21 Aug-21 30 30 30 2 2 0 28 28 30 0 2 0 28 30 30 0 0 0 80 77 0 1 1 5 2 6 7 0 0 0 73 73 73 1 0 2 72 73 71 1 1 2 73 74 73 0 0 0 64 36 45 4 7 7 16 30 30 19 1 3 72 72 72 0 1 2 ....J1.._ 71 70 0 0 1 72 71 7 1 0 0 0 40 11 2 121 5 10 7 6 5 10 0 0 0 27 27 27 0 0 1 27 27 26 0 0 0 27 27 26 0 0 0 0 0 35 4 1 3 10 22 12 0 0 0 150 150 150 3 3 5 147 147 145 0 1 3 147 148 148 3 3 2 2 15 92 2 10 7 16 12 34 38 39 0 0 0 Page3of 11 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 30 30 30 30 30 30 30 30 0 0 0 0 0 0 2 0 30 ~ 30 30 ~ 30 28 ,_30 0 0 0 0 0 0 1 0 30 30 30 30 30 30 29 30 0 0 0 0 0 0 0 0 30 0 0 0 0 8 29 32 2 2 4 4 2 1 3 1 3 0 5 2 3 4 2 9 0 0 0 0 0 0 0 0 73 73 73 73 73 73 73 73 1 2 2 1 0 0 1 1 72 7 1 71 -.......11 73 73 72 _7_2_ 0 1 1 1 0 0 2 1 72 72 72 73 73 73 74 73 1 0 0 0 0 0 0 0 45 40 25 48 48 28 34 38 9 0 4 1 2 5 4 12 22 10 6 7 28 26 23 9 10 15 10 18 9 0 2 3 72 72 72 72 72 72 72 72 2 2 1 2 3 2 2 2 70 70 71 70 69 70 70 70 0 1 0 0 2 1 0 1 70 71 71 70 71 71 70 71 0 0 0 0 0 0 0 0 124 92 106 86 42 66 87 75 12 3 2 2 7 5 5 2 4 3 4 3 9 18 8 31 0 0 0 0 0 0 1 1 27 27 27 27 2 7 27 27 27 2 2 1 1 0 0 0 0 25 25 26 ~ 27 27 27 27 0 0 1 1 0 0 0 0 25 25 27 27 27 27 27 27 0 0 0 0 0 0 0 0 80 25 3 0 0 7 0 0 0 4 2 1 1 2 4 2 14 12 10 9 14 1 1 19 17 0 0 0 0 0 0 0 0 150 150 150 150 150 150 150 150 6 5 6 6 5 5 5 5 144 145 144 144 145 145 145 145 2 1 1 5 3 2 3 2 146 146 145 149 148 147 148 147 2 2 3 3 4 3 3 3 154 126 229 144 3 1 52 108 45 19 8 8 7 11 2 6 9 39 67 28 32 38 30 52 36 0 0 0 0 0 0 0 0 MOS Ser.or 4 22 M ONTHLY O CCUPANCY ST A TUS REPORT "SENIOR PROPERTIES" Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oc t-21 Nov-2 1 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 Pu eblos a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15 b. Vacant Units 0 0 0 0 1 1 0 0 0 0 1 2 0 c. Occupied Units 15 15 15 15 14 14 15 15 15 15 14 13 15 d. Pendin g Leases 0 0 0 0 0 1 0 0 0 0 0 2 0 e . Ending Occupied & Pre-leased 15 15 15 15 14 15 15 15 15 15 14 15 15 f . Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g . Number of Wait List Contactees 0 0 0 0 16 9 0 9 0 0 4 8 0 h. Re-Cert Pkts Sent Out During Month 1 1 2 4 1 4 0 0 0 1 1 2 1 i. Number of T raffic Qualified 0 0 0 2 0 4 2 2 1 _Q_ 2 4 .1.._ i. Number of Traffic Non-Qu alified 0 0 0 0 0 0 0 0 0 0 0 0 0 Sag e 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 1 1 0 0 0 0 0 0 0 0 0 c . Occupied Units 13 13 13 13 14 14 14 14 14 14 14 14 14 d. Pending Leases 0 0 0 1 0 0 0 0 0 0 0 0 0 e . Ending Occupied & Pre-leased 1 3 13 13 14 14 14 14 14 14 14 14 14 14 f . Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g . N umber of Wait List Contactees 9 70 4 0 48 0 5 0 9 0 0 2 0 18 h. Re-Cert Pkts Sent Out During Month 1 1 1 2 2 0 0 1 0 1 1 3 0 i. Number of Traffic Qualified 0 2 0 0 2 0 2 0 1 1 0 0 2 i. Number of T raffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY SEN IOR PRO PERTIES Apr-21 May-21 Jun-21 Jul -21 Aug -21 Sep-21 Oct-21 Nov-21 D ec-21 Jan-22 Feb-22 Mar-22 Apr-22 a . Total U nits in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381 b. Vacant Units 8 10 7 7 11 12 11 10 10 8 8 12 3;3 I ~ c. Occupied Units 373 371 374 374 370 369 370 371 371 373 373 369 d. Pending Leases 4 5 1 5 6 3 3 3 7 5 3 8 4 e. Ending Occupied & Pre-leased 377 376 375 379 376 372 373 374 378 378 376 377 377 f. Down Units 1 2 3 3 2 3 2 3 3 4 3 3 3 g. N umber of Wait List Contactees 159 209 439 365 427 447 283 381 278 121 167 266 208 h. Re-Cert Pkts Sent Out During M onth 27 33 24 41 37 46 17 2 1 15 25 17 27 27 i. Number of Traffic Qualified 78 75 68 103 100 86 96 55 55 93 91 108 106 i. Number of Traffic Non-Qualified 7 12 19 1 3 10 15 10 18 9 0 3 4 Page 4 of11 MOS Seni0t 4 22 AM I % 20 % 25% 30 % 35 % 40 % 45 % 50% 55% 60 % 65% 70% 75% 80% 85 % 90% 95 % 100 % 105% 110 % 11 5% 120% MONTHLY O CCUPANCY AND AVERAGE RE NT SUMMARY SHEET April 2022 Multi -Family Comple xes No . oTOnits Average Mo . Rent 1:.xtreme1y LOW 191 289 0-30% very Low 194 532 31-50% Low 214 872 51-80 % Moderate 112 1,227 81%-120% Tot al 71 1 73 0 Senior Co mplexes No. of Units Avera ge Mo . Rent 1:.xtreme1y Low 135 275 0-30% Ve ry Low 157 496 31 -50% Low 67 817 51-80 % Mod erate 14 1,167 81 %-120% Tot al 373 689 HOUS EHOLD SI ZE 1 2 3 4 Ann . Income Mo . Rent Ann . Income Mo. Rent An n. Inco me Mo. Rent Ann. In com e 10 ,850 226 12,400 258 13,950 291 15,500 13 ,563 283 15,500 323 17,438 363 19,375 16 ,600 346 19,000 396 21,960 458 26 ,500 18 ,988 396 21,700 452 24,41 3 509 27,125 21,700 452 24 ,800 517 27 ,900 581 31,000 24,413 509 27 ,900 58 1 31,388 654 34 ,875 27 ,650 576 31 ,600 658 35,550 741 39 ,500 29,838 622 34,100 710 38 ,363 799 42 ,625 32 ,550 678 37 ,200 775 41,850 872 46 ,500 35 ,263 735 40,300 840 45 ,338 945 50 ,375 37 ,975 949 43,400 1,085 48 ,825 1,221 54 ,250 40,688 1,017 46,500 1,163 52 ,313 1,308 58,125 44,250 1,106 50 ,600 1,265 56 ,900 1,423 63 ,200 46,113 1,153 52 ,70 0 1,318 59,288 1,482 65 ,875 48 ,825 1,221 55,800 1,395 62 ,775 1,569 69 ,750 51,538 1,288 58,900 1,473 66,263 1,657 73,625 54,250 1,356 62 ,000 1,550 69 ,750 1,744 n ,soo I 56 ,96 3 1,4 24 65,100 1,628 73 ,238 1,83 1 81,375 59,675 1,4 92 68 ,200 1,705 76 ,72 5 1,918 85,250 62 ,388 1,560 71,300 1,783 80 ,213 2,005 89 ,125 65 ,100 1,628 74,400 1,860 83 ,700 2,093 93 ,000 Riverside County Income Eligibility as of 7/112021 . Monthly rent is exclusive of Utility Allo wan ce. Mo. Rent 323 404 552 565 646 727 823 888 969 1,049 1,35 6 1,453 1,580 1,647 1,7 44 1,841 1,938 2,03 4 2,131 2,228 2,325 0 5/02/2022 Page 5 of 11 Summary Rpt #1 4 .22 REPORT #1 -MONTHLY OCCU PANCY ANO AVERAGE RE NT STATEM ENT REPORTIN G MONTH: __ __;Apc=r...:-2::.,,2:._ __ REPORT DATE: __ __,5"-'/21=-'2,,_,0"'2"'-2 __ _ CALIFORNIA DESERT LAGUNA NE IGHBORS "M!,!L TI-FAMILY" VILLAS POINTE PALMS 141 UNITS 64 UNITS 4 8 UNITS 24 UNITS u;c AK Jl:C AR •CC AR lJLI At< 1. VERY LOW: 20% OF MEDIAN a. Studio 1 185 b. 1 BR, 1 BA 5 214 1 193 C. 2 BR , 1 BA 2 198 d . 2 BR, 2 BA 3 213 e. Totals 20% S L__ 2 L_ 2 1..__ 3 l__ 2 . VERY LOW: 21-25% OF MEDIAN a. Studio 5 239 b. 1 BR, 1 BA 19 278 5 259 6 258 C. 2 BR, 1 BA 1 285 d. 2 BR, 2 BA 3 285 e. Totals 21-253/c 19 l__ 10 L_ 7 L-_.... 3 L___ 3. VERY LOW: 26-30% OF ME DIAN a. Studio 1 305 b. 1 BR, 1 BA 12 347 1 332 2 332 C. 2 BR , 1 BA 3 379 d. 2 BR , 2 BA 2 379 e. Totals 26-303/c 12 l__, 2 c:::::: S L__ 2 L__ 4 . VERY LOW: 31-35% OF MEDIAN a. Studio 2 355 b. 1 BR, 1 BA 10 406 3 385 1 396 C. 2 BR, 1 BA 1 431 d. 2 BR, 2 BA 1 419 e. Totals 31-35°/c 10 L__ S L_ 2 L._ 1 L-., 5 . VERY LOW: 36-40% OF MEDIAN a. Studio 1 399 1 411 b. 1 BR, 1 BA 5 464 2 453 C. 2 BR, 1 BA 1 503 d . 2 BR , 2 BA 1 503 e . Totals 36-403/c SL_ 3 L__ 2 L_ 1 L__ 6. VERY LOW: 41-45% OF MEDIAN a. Studio 1 468 b. 1 BR, 1 BA 10 533 3 516 C. 2 BR , 1 BA 1 576 d. 2 BR , 2 BA e. Totals 41-453/c 10L._ 1 L_ 4 L_ a l,___ 7 . VERY LOW: 46-50% OF MEDIAN a. Studio 3 535 b. 1 BR, 1 BA 18 612 2 581 3 602 C. 2 BR, 1 BA 3 663 d. 2 BR, 2 BA 4 647 e. Totals 4 6-50% 18 l__ s L__ 6L__ 4 L.-_ Total very low = 79 28 28 14 · Percent of total 58.09% L...-46.67%l:::::_ 58.33%L__ 58.33%l__ 8. LOWER: 51-55% OF MEDIAN a. Studio 2 581 b. 1 BR, 1 BA 9 662 3 648 C. 2 BR , 1 BA 2 721 d . 2 BR , 2 BA 2 721 e . Totals 51 -553/c 9 l__ 2 L_ s t__ 2 L__ 9. LOWER: 56-60% OF MEDIAN a. Studio 4 633 b . 1 BR, 1 BA 12 729 1 7 11 C. 2 BR , 1 BA 2 794 d. 2 BR , 2 BA 1 794 e. Totals 56-603/c 12 L__ 5 ~ 2 L.......: 1 L__ Page6of 11 REPORTED BY: ___ T'-'E=R~E=S'-'-A-'-V-'-'A'-"K'-"l'-=L'-I __ ONE QU AI L PALM SANTA ROSA TAOS PALMS l PLACE VI L LAGE TOTAL! ] 384 UNITS 36 UNITS 20 UNITS 16 UNITS 7 33 UI ... ;1_; AR .ILi AR II ;1_; At< ULl ,rn "' At< 1 185 14 202 20 205 3 222 1 207 2 207 2 213 10 211 8 22 1 11 219 2s C:::::: 1 l_ 2 L__ 2 1 42 l__ 5 239 31 264 61 267 5 288 2 279 8 286 7 291 10 289 43 L_ 2 L,__ OL__ OL._ 84~ 1 305 12 343 27 344 6 389 5 364 2 373 3 379 19 378 16 388 18 387 34 i== S L__ 2 L_ 3 l__ 65 L_ 2 355 9 398 23 399 2 440 2 449 1 413 2 425 8 434 8 437 9 435 19i== 2 L_ 1 L.._ 2 r 42 L__ 2 405 10 463 17 462 3 512 2 497 1 497 1 490 8 503 12 510 13 ,_., I 25 L_ 2 L_ 1 L.._ 1 L_ 40 ~ 1 468 9 527 22 528 7 580 4 570 12 577 15 578 15 578 31i:::::= 4 L_ a l__ a t__ SO L_ 3 535 6 603 29 607 9 665 2 681 3 646 1 631 18 661 8 663 12 658 23 L_ 2 L___ 3 L__ 1 r 62 L__ 200 18 9 9 385 53.19% c::::= 51 .43%L...-._ 56.25%L__ 56.25%L___ 54.15%L__ 2 581 9 652 21 656 5 726 2 705 9 720 11 728 13 727 25 l-_ 2 L_ o L__ OL._ 45 L__ 4 633 12 7 20 25 724 9 787 6 814 1 788 1 794 19 797 9 801 10 800 30 L,_ 6 L__ 1L-_ 1 L__ s8 l__ Rp1 #1 Mutl-Fam1ly 4 22 REPORT #1 -MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT CALIFORNIA DESERT LAGUNA NEIGHBORS ONE QUAIL PALM SANTA ROSA TAOS PALMS I "MULTI-FAMILY" VILLAS POINT E PALMS PLACE VILLAGE TOTALS 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS 11:1 A>< "·' AK ()( nw .JLl .. ., " Al> " AK "·' AR 1r.r. AH Jl.l AR · ')WER: 61 -65% OF MEDIAN a . Studio 3 687 1 694 4 689 b. 1 BR, 1 BA 4 795 9 781 13 785 C. 2 BR , 1 BA 2 859 5 876 2 849 1 867 10 866 d. 2 BR , 2 BA 9 868 9 868 e . Totals 61-65°/c 4 l___ SL_ 1r::::= OL_ 23 L-, o l____ 2 L._ 1 L_ 36 1,__ 11 . LOWER: 66-70% OF MEDIAN a. Studio 2 872 1 908 3 884 b. 1 BR, 1 BA 3 1 023 1 1 021 5 971 9 994 C. 2 BR, 1 BA 5 1 139 4 1 149 1 1 137 10 1 143 d . 2 BR, 2 BA 2 1 127 9 1 14 5 11 1 142 e . Totals 66-70°/c 3 .___ 3 l__ 1-c::= 2 ~ 19 L__ 4 L-1 L._, OL__ 33 1,___ 12. LOWE R: 71-75% OF MEDIAN a. Studio 2 875 1 835 3 861 b. 1 BR, 1 BA 9 1 054 3 1 031 12 1 048 C . 2 BR, 1 BA 1 1 239 1 1 224 2 1 232 d. 2 BR, 2 BA 5 1 236 5 1 236 e . Totals 71-75% 9 L._ 2 L.._ 1 L__ o L_ 9 L_ o l__ 1 L__ o r 22 1,__, 13. LOWER: 76-80% OF MEDIAN a . Studio 0 b. 1 BR, 1 BA 5 1 018 6 1 040 11 1 030 C . 2 BR, 1 BA 1 1 321 1 1 306 1 1 312 3 1 3 13 d. 2 BR, 2 BA 6 1 305 6 1 305 e. Totals 76-80°/. s L-c o l__ o-c::= OL___ 13-.:::::::: o l__ 1 L__ 1 L..-20 1,___ T otal lower = 42 17 10 5 119 12 6 3 214 · Percent of total 30.88% C:::: 28.33% C::::: 20 .83%c:=: 20.83% c:::=: 31 .65%C:::: 34 .29%C:::: 37 .50% C:::::. 18.75%c= 30.10%C:::: 14 . MODERATE: 81 -120% OF MEDIAN a . Studio 4 935 4 935 b. 1 BR, 1 BA 14 1 063 8 1 058 16 1 053 38 1 058 C . 2 BR, 1 BA 1 1 390 2 1 347 10 1 333 17 1 341 5 1 390 1 1 390 4 1 312 40 1 345 d. 2 BR, 2 BA 1 1 390 5 1 343 24 1 314 30 1 321 otal moderate = 15 1 1s l 10 1 5 1 571 5 1 11 4 1 1121 Percent of total 11 .03%L,__ 2s.00%L___ 20.s3%L 20 .83%L.__ 15.16%L__ 14.29%L._, 6 .25%L-25.00¾L_ 15.75%L__ 15. Total units occupied : 136 60 48 24 376 35 16 16 711 16. Occuoancv rate = 96% 9 4% 100% 100% 98% 97% 80% 100% 97% NOTE : For each proiect, to calculate average rent for a unit type at an income level , d1v1de 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. 0cc Rate excluding properties under consVrenov ._! __,;9;,,;;8c,;,%:;.... _ __, Page7of11 Rpc •1 Mutb-Fam1ly 4 22 REPO RT #1 -MO NTHLY OCCUPANCY ANO AVERAG E RE NT STATEME NT REPORTI NG MONT H: ___ ...:.A.:.cpc:..r•-=2=-2 __ _ REPORT DATE · .5 ... /2 ... /2022 REPORTED BY· TERESA VAK IL! C ANOLEWOOO CARLOS CATALINA LAROCCA LASSERENAS PUEBLOS SAGE CREST TOTALS _j "SENIOR PROPERTIEl2" ORTEGA VILLAS SR. 30 UN ITS 73 UNITS 72 UNITS 27 UNIT S 150 UNITS 15 UN ITS 14 UNITS 381 UNI T:. 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 4 173 6 189 12 194 b. 1 BR, 1 BA 2 194 3 224 3 207 8 210 C. 2 BR, 1 BA 0 d. 2 BR, 2 BA 0 e . Totals 20% 2 1 2 [__ 4 L_ 3 L-.:.._ 9 1 0 ~ 01_ 2o c..:......= 2. VERY LOW: 21-25% OF MEDIAN a . Studio 13 228 13 229 19 257 45 240 b. 1 BR , 1 BA 3 240 1 363 2 259 5 295 4 279 1 261 3 251 19 274 C. 2 BR , 1 BA 1 282 1 282 d. 2 BR, 2 BA 0 e . Totals 21-25% 4 L.._ 14 t=,: 15 L__ S L._ 23 1 1 L_ 3 L_ 65 L-._ 3. VERY LOW : 26-30% OF MEDIAN a . Studio 5 392 10 290 11 326 26 325 b. 1 BR, 1 BA 2 332 5 332 4 371 6 374 2 326 4 324 23 348 C. 2 BR, 1 BA 1 377 1 377 d. 2 BR, 2 BA 0 e . Totals 26-30% 3 L.._ S L_ 15l__ 4 L...-.., 171 2 L_ 4 L_ SO L_ 4 . VERY LOW: 31-35% OF MEDIAN a . Studio 6 450 4 338 14 390 24 396 b. 1 BR , 1 BA 5 383 1 509 4 383 4 424 6 425 1 390 2 388 23 407 C. 2 BR , 1 BA 0 d . 2 BR , 2 BA 0 . e . Totals 31 -35% S L._ 7 L_ Bl.....-.. 4 L.._ 20 1 1 r___ 2 L_ 47 L.___ 5. VERY LOW: 36-40% OF MEDIAN a . Studio 4 517 1 399 10 453 15 466 b. 1 BR, 1 BA 2 453 1 581 2 453 5 484 7 491 2 449 19 482 C. 2 BR, 1 BA 0 ') d. 2 BR, 2 BA 0 I e. Totals 36-40% 2 L.._ 5 ~ 3 l__ S L._ 17 ~ 2 L_ Ol,_ 34 L__ 6 . VERY LOW : 41 -45% OF MEDIAN a . Studio 6 578 6 456 11 517 23 517 b. 1 BR, 1 BA 5 514 1 654 3 517 1 556 6 567 4 516 1 504 21 538 C. 2 BR , 1 BA 1 573 1 573 d. 2 BR, 2 BA 0 . e . Totals 41 -45% 6 L.___ 7 L_ 9 l__ 1 L.._ 17 1 4 L_ 11-45 L:= 7. VERY LOW: 46-50% OF MEDIAN a . Studio ~ 9 655 3 523 6 596 18 613 b. 1 BR, 1 BA 3 575 1 706 2 580 4 657 1 596 2 594 13 616 C. 2 BR, 1 BA 0 . d. 2 BR, 2 BA 0 e . Totals 46-50% 3 L.___ 10 L_. S L_ 0 L.._ 101 1 1__ 21-31 t___,:,_ Total very low = 25 50 59 22 113 11 12 292 · P ercent of total 83.33 %L::::. 69.44%L__ 84.29%L__ 81.48%L.....:, 77.93%1 73.33%[__ 85.71 %---=-78.28%L__ 8 . LOWE R: 51-55% OF MEDIAN a . Studio 2 700 1 569 5 645 8 649 b. 1 BR , 1 BA 1 799 1 646 4 710 1 631 1 646 8 695 C. 2 BR , 1 BA 0 d. 2 BR , 2 BA 0 . e . Totals 51-55% 0 l__ 3 L.___ 2 L..._ 0 L.__ g L_ 1 L,__ 11-16 L_.= 9. LOWER: 56-60% OF MEDIAN a . Studio 6 768 2 607 6 710 14 720 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 1 Bl__ 3 L_ 1 1 S I o L__ 1 L.__ 23 L_ Page8of1 t Rpt #l S..or422 REPORT #1 . MONTHLY OCCUPANCY ANO AVERAGE RENT ST ATEMENT CANDLEWOOD CARLOS CATALINA LA ROCCA LASSERENAS PUEBLOS SAGE CREST T OTALS "SENIOR PROPERTIES" ORTEGA VIL LAS SR. 30 UNITS 7 3 UNITS 72 UNITS 27 UNITS 150 U NITS 15 UNITS 14 UNITS 381 UNITS occ AR occ AR occ AR occ AR occ AR occ A R occ A R occ AR LOWER: 61-65% O F MEDIAN a . Studio 2 828 2 754 4 791 b. 1 BR, 1 BA 1 776 2 776 1 792 2 778 6 779 C. 2 BR, 1 BA 0 -d . 2 BR, 2 BA 0 e . Totals 61-65% 11.-2 L..__ 2 L,___ 1 L..__ 2 1 2 L__ o l__ 10 L__ 11 . LOWER: 66-70% OF MEDIAN a . Studio 5 1 074 1 896 1 1 023 7 1 041 1 BR, 1 BA ---1 021 1 1 021 b. 1 C. 2 BR , 1 BA 0 d . 2 BR, 2 BA 0 :. e . Totals 66-70% 1 [___ 5 (__ 1 L-__ OL_ 1 I oL..-Ol...-SL__ 12. LOWER: 71 -75% OF M EDIAN a . Studio 3 1 081 1 1 044 4 1 072 b. 1 BR, 1 BA 1 1 224 1 1 224 C. 2 BR, 1 BA 0 d . 2 BR , 2 BA 0 e. Totals 71-75% o l__ 3 [.__ o l__ 0 ( 2 1 o t.__ o L_ SL_ 13. LOWER: 76-80% OF MEDIA N a. Studio 1 902 2 1 044 3 997 b. 1 BR, 1 BA 1 1 081 1 1 306 2 1 194 C. 2 BR, 1 BA 0 d . 2 BR, 2 BA 0 e. Totals 76-80% 0 L.__ o L__ 1 L_____. 1 L__ 3 1 0 L__ 0 L__ SL_ Total lower= 4 21 9 3 25 3 2 67 Percent of total 13.33%c:::= 29.17%c= 12.86%c:= 1111 %C::::: 17.24%1 20.00%c= 14 .29%C::: 17.96%c::= 14. MOD ERAT E: 81-120% OF MEDIAN a . Studio 1 955 3 1 065 4 1 037 b. 1 BR, 1 BA 1 968 2 1 094 4 1 303 1 1 044 8 1176 0 C. 2 BR, 1 BA 1 1 390 1 1 390 d. 2 BR, 2 BA 1 1 390 1 1 390 Total moderate = 1 1 1 I 2 1 2 1 7P 1 1 ol 14 1 Percent of total 3.33%L____. 1.39%L__ 2 .86%L__ 7.41 %L__ 4.83%1 6 .67%L.__ 0.00%L__ 3.75%L__ 1 s . Total units occupied: 30 72 70 27 145 15 14 373 16. Occupancy rate = 100% 99% 97% 100% 97% 100% 100% 98% Nu 11:: ~or eacn _Proiect, to calculate average rent ror_a urnt_type at an income level, d1v1de tile total renta income or that urnt ty_pe at that income level by the number o f occupied units of that urnt type at that income level 0cc Rate excluding properties under consVrenov .. I _9_9_% __ _ RpU 1 Sano, 4 22 RE P ORT #2 • MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH : ___ A:_cpc..;r...:-2:.::2:..._ __ _ "MULTI-FAMILY PROPERTIES" REPORTED BY: REPORT DATE · 5/2/2022 INCOME L EVE L AVAILAB LE OF OCCU PANT UNITS REV ENU E VERY LOW U(! to 50% Occupied units T otal rental income Per occupied unit LOWER: 51 % -> 80% Occupied units Total rental income Per occupied unit M ODERATE: 81 % -> 120% Occupied units Total rental income Per occupied unit Summary Income: Rental Other Income: Laundry Other Total O11erating Income Occupied Units Income per occupied unit EXPEN SES Operating Expenses: Payroll Per occupied unit Administrative Per occupied unit Advertising/Promotion Per occupied unit Contract Services Per occupied unit Utility Services Per occupied unit Maintenance Per occupied unit Replacement expense Per occupied unit Capital expense Per occupied unit Total Operating Expenses Per occupied unit Summary Revenue and Expenses Total Operating Income Total Operating Expenses Monthly Ne t Operating Income Per occupied unit FYTD Net OperatinA Income* Previous Fiscal Year NOi (6/30/2021 )* CALIFORN IA DESERT LAGUNA I I NEIGHBORS ONE QUAIL PALM ,I VILLAS PO INTE PALM S PLACE VILLAGE 141 64 48 24 384 36 79 33,242 421 42 35 ,53 1 846 15 16 ,272 1.085 85,045 . 11 ,525) 83 520 136 614 29,013 213 9,060 67 - - 7,936 58 25,208 185 15,305 113 3 ,744 28 . 90 267 664 83,520 90,267 16 747 (50) 28 9 ,910 354 17 12,699 747 15 16,288 1.086 38,897 . 13 ,402' 35 495 60 592 14,710 245 3,612 60 - 3,705 62 7,059 118 5,450 91 70,915 1.182 . 105 451 1 758 35,495 105,451 169 9561 (1,166) 28 11 ,690 418 10 7 ,411 741 10 13,330 1 333 32,431 . 2 ,091 34 522 48 719 13 ,114 273 3,987 83 - 3,334 69 4 ,772 99 6 ,473 135 4 ,327 90 - 36 006 750 34,522 36,006 11 4841 (31) 298.158 I 65.998 I 28.091 496,300 f 4 0 ,494 I 35,319 14 5 ,762 412 5 4 ,490 898 5 6,715 1,343 16 ,967 . 11 ,910) 15 057 24 627 4 ,808 200 1,192 50 - 2 ,770 115 1,714 71 2,971 124 5 44 23 - - 13 998 583 15,057 13 ,998 1 059 44 200 82 ,205 411 11 9 106 ,417 894 57 71 ,181 1.249 259,803 2 ,815 22,568 285 186 376 758 97,838 260 23,491 62 91 0 12,941 34 43 ,170 115 55 ,577 148 19,905 53 - - 253 013 673 285,186 253,013 32 172 86 18 8 ,119 451 12 10,890 908 5 6 ,950 1.390 25,959 395 5 ,433 3 1 787 35 908 7,557 216 2 ,012 57 - - 2 ,239 64 4 ,44 9 127 5,731 164 1,574 45 - 23 563 673 31 ,787 23 ,563 8 224 235 21 .551 I 869.107 I 61.736 18,778 I 775,130 f 58,169 SANTA ROSA 20 9 4 ,008 445 6 6 ,153 1.026 1 1,390 1 390 1 1,551 170 11 ,385' 10 336 16 646 3 ,361 210 2 ,313 145 - - 1,575 98 1,241 78 1,065 67 511 32 - 10 066 629 10,336 10,066 270 17 13.17811 21 ,650 1 • ro, compuhon purp),..,,_ Nf'C ~tine lncomt YTO ,_dudH al up«.i upe,nditurn and corr~ rtolf\burwment. a, thow ..,, typiu,lly ~Id frvm rtplKtment •~ funds :,fld/or bond fundl. ;u th,s bme (not POHA r1Nen1.1e) 05/02/2022 Page 10 o f 11 Teresa Vakili TAOS PALMS 16 9 3,534 393 3 2 ,973 991 4 5 ,248 1 312 11 ,755 - (4891 1 1 266 16 704 3 ,696 231 799 50 - 2,395 150 1,290 81 1 ,787 112 12,122 758 . 22 090 1.381 11,266 22,090 110 8241 (677) MONTHLY TOTALS 733 385 158,470 412 21 4 186,564 872 112 137,374 1.227 4 82 ,4 08 3 ,379 21 ,380 507167 711 713 174,096 245 46 ,467 65 91 0 36,896 52 88,902 125 94,359 133 113,643 160 - - 554 454 780 507,167 554,454 147 2861 (67) 2.82 3 I 1.344.281 I 19,3311! 1,436,51 o 1 Rpt #2 Mult.-Family 4 22 REPORT #2 -MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH : ___ A~p_r-_22'------"SENIOR PROPERTIES" REPORTED BY : Teresa Vaklli REPORT DATE: 5/2/2022 INCOME LEVEL AVAILABLE OF OCCUPANT REVENU E VERY LOW: U11 to 50% Occup ied units T otal ren tal income Per occupied unit LOWER : 51 % --> 80% Occup ied units T otal ren tal income Per occupied unit MODERATE: 81 % --> 120% Occup ied units T ota l rental income Per occupied unit Su m maty Income : Rental Othe r Income: Laundry Other T otal 011 erating in c ome Occu pi ed Un its Income per occupied unit EXPENSES Operating Expenses: Payroll Per occupied unit A dministrative Per occupied unit Advertising/promotion Per occupied unit Contract services Per occupied unit Uti lity se rvices Per occupied unit Ma intenance Per occupied unit Rep laceme nt expense Per occupied unit C apital expense Per occupied unit Total Oper ating Ex p en s es Per occupied unit UNITS Summa ty Revenue and E xpenses Tota l Operating Income Tota l Op erating Expenses Monthly Net O11erating Income Per occupied unit FYTD Net Operatin11 Inc ome* Pre vious Fiscal Yea r NOi (6/30/2021 )* 05102/2022 CANDLEWOOD 30 25 10,120 405 4 3 ,219 805 1 1,390 1 390 14 ,729 120 (99) 14 750 30 492 7 ,38 1 246 1,475 49 - - 1,480 49 5,38 8 180 6 ,518 217 7 16 24 - . 22 957 CARLOS O RT E GA 73 50 22 ,378 448 21 18 ,820 896 1 1,390 1.390 42 ,588 24 (4 79) 42133 72 585 25 ,555 355 5 ,280 73 107 1 2 ,660 37 7,332 102 7 ,51 4 104 3,500 49 - . 51 ,949 765 722 14 ,750 42,133 22,957 5 1,949 (8 208) (9 815) (274) (136) (121656) 113.417 (251254) 128.625 CATALINA GARDENS 72 59 19,952 338 9 6,490 721 2 1,923 962 28 ,365 420 (864' 27 921 70 399 17 ,264 247 4 ,623 66 - 3,330 48 5,308 76 3,927 56 6,452 92 - 40 905 584 27 ,921 40,905 (12 984) (185) (26 ,286) Page11 of11 LAROCCA VILLAS 27 22 8,303 377 3 2 ,623 874 2 2,188 1 094 13,114 - (300' 12 814 27 475 5,805 215 1,340 50 - - 2,055 76 4,266 158 3,682 136 - - - . 17147 LAS SERENAS 150 11 3 44,854 397 25 20,072 803 7 8,407 1 201 73,333 532 1 536 75 401 145 520 23,263 160 11 ,377 78 23 0 8 ,251 57 17,807 123 13,31 1 92 9 ,857 68 - 83 887 635 579 12,814 75,401 17,147 83,887 (4 333) (8 487) (160) (59) (19.739) 197.812 (11 .939) 2651208 PUEBLOS 15 11 4 ,861 442 3 2,187 729 1 1,04 4 1 044 8,092 - (935' 7 15 7 15 477 4 ,230 282 788 53 - - 1,080 72 937 62 4,699 313 1,701 113 - . 13 435 896 7,157 13,435 (6 278 ) (419) (14.0851 (10.459) SAGECREST S R. 14 12 4 ,517 376 2 1,357 679 - 5 ,87 4 - 751 6 625 14 473 2,855 204 1,178 84 - - 1,631 117 986 70 43 3 - - - . 6 693 478 6,625 6,693 (68 (5) s .861 I 2 i7 61 I MONTHLY TOTALS 381 292 114,985 394 67 54,768 817 14 16,342 1 167 186,095 1,096 (391 186,801 373 501 86,352 232 26,060 70 130 0 20,488 55 42,022 113 39,694 106 22,226 60 - . 236,97 3 635 18 6 ,801 236,973 (50 ,172) (135) 245.325 i 266.095 ! Rpl #2 Senior 4 22 0 0 0 California Villas -141 Units 77-107 California Drive Palm Desert Housing Authority Project Report May2022 • Completed two (2) make ready units which include painting, cleaning and maintenance • Re-piped and installed new hot and cold copper water lines for unit #F-9 • Repaired and refinished tub and enclosure in the bathroom of units #C-14, #D-7 and #H-1 • Repaired and refinished kitchen counter, vanity, tub and enclosure in the bathroom of unit #F-8 • 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 04/30/22 # of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Reqnest(s) Replacement Replacement Replacement Replacement Service Reqnest(s) Move Ont(s) Service Reqnest(s) Move Ont(s) 30 0/0 1/ 1 2 1 Candlewood -30 Units 74-000 Shadow Mountain Drive • • • • • Completed one (1) make ready unit which includes painting, cleaning and maintenance Slab leak repair in unit #A, installed new carpet pad and cleaned carpet that was water damaged Inspected all fire extinguishers Cleaned debris and leaves around parking lots and carports Cleaned and detailed top railings, elevator, pools, laundry room, dumpsters and enclosures 04/30/22 # of Service #Carpet/Vinyl Request(s) Replacement Service Request(s) 7 0/0 Carlos Ortega Villas -73 Units 77-915 Avenue of the States #Carpet/Vinyl #Appliance(s) #Appliance(s) Replacement Replacement Replacement Move Out(s) Service Request(s) Move Out(s) 0 /1 0 1 • 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 04/30/22 # of Service #Carpet/Vinyl #Carpet/Vinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) Move Out(s) 15 0/0 1 /0 0 0 Catalina Gardens -72 Units 73-600 Catalina Way Palm Desert Housing Authority Project Report May2022 • Completed two (2) make ready units which include painting, cleaning and maintenance • Refinished kitchen counter, vanity, tub and enclosure in unit #K-1 • Replaced cracked concrete inJhe front entry of unit #E-1 • Re-stretched carpet in the living room and bedroom of unit #K-4.for safety reason • Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room • Cleaned debris and leaves around walkways, carports, dumpster and enclosures 04/30/22 # of Service #CarpetNinyl Reqnest(s) Replacement Service Request(s) 25 0/0 Desert Pointe -64 Units 43-805 Monterey A venue #CarpetNinyl #Appliance(s) Replacement Replacement Move Out(s) Service Request(s) 0/0 0 #Appliance(s) Replacement Move Ont(s) 0 • Completed two (2) make ready units which include painting, cleaning and maintenance • Refinished tub and enclosure in the bathroom of units #19 and #30 • Annual inspection done by Fire Marshall, all complied • Cleaned and detailed mailbox area, pool area and furniture • Cleaned debris and leaves around walkways, dumpster area, parking lots and carports 04/30/22 # of Service #CarpetNinyl Reqnest(s) Replacement Service Request(s) 7 0/0 Laguna Palms -48 Units 73-875 Santa Rosa Way #CarpetNinyl Replacement Move Out(s) 0/0 Installed new water heater for unit #2 Checked and inspected fire sprinkler system #Appliance(s) #Appliance(s) Replacement Replacement Service Reqnest(s) Move Otit(s) 0 0 • • • Annual testing and maintenance of fire alarm system and portable fire extinguishers throughout the property • • • Irrigation repair by unit #39 Cleaned and checked all light fixtures throughout the property Cleaned and detaile? laundry, pool area, dumpsters and enclosures 04/30/22 # of Service #CarpetNinyl #CarpetNinyl #Appliance(s) Reqnest(s) Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) 9 0/0 0/0 I 2 #Appliance(s) Replacement Move Out(s) 0 0 0 0 0 0 0 La Rocca Villas -27 Units 72-135 Golden Eagle Lane Palm Desert Housing Authority Project Report May2022 • Detailed clubhouse, restrooms and laundry room • Annual maintenance of all fire extinguishers 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 04/30/22 # of Service #Carpet/Vinyl Request(s) Replacement Service Reqnest(s) II 0/0 Las Serenas -150 Units 73-315 Country Club Drive #CarpetNinyl #Appliance(s) #Appliance(s) Replacement Replacement Replacement Move Ont(s) Service Reqnest(s) Move Out(s) 0/0 0 0 • • • • • • Completed three (3)-make ready units which include painting, cleaning, and maintenance Refinished kitchen counter, vanity, tub and enclosure in unit #129 Replaced gate hinges and self-closing springs for pool #1 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 04/30/22 # of Service #CarpetNinyl Request(s) Replacement Service Request(s) 56 Neighbors -24 Units 73-535 Santa Rosa Way 0/0 #CarpetNinyl Replacement Move Out(s) 2 /2 • Annual inspection done by Fire Marshall, all complied . #Appliance(s) Replacement Service Request(s) I • Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures • De-webbed, cleaned debris and leaves throughout the property 04/30/22 # of Service #CarpetNinyl #CarpetNinyl #Appliance(s) Request(s) Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) 7 0/0 0/0 0 3 #Appliance(s) Replacement Move Out(s) I #Appliance(s) Replacement Move Out(s) 0 One Quail Place -384 Units 72-600 Fred Waring Dr. Palm Desert Housing Authority Project Report May-2022 • Completed eight (8) make ready units which include painting, cleaning, and maintenance • Refinished tub and enclosure in the bathroom.of unit #4005 • Refinished kitchen counter and bath vanity in units #602 and #2411 • Replaced one (I) A/C in unit #1914 through the Edison's Energy Savings Assistance program • Installed vibration isolators for A/C unit # 1901 to reduce the 'noise level • Replaced drywall ceiling in the bathroom, bedroom and kitchen of unit #3707, water damaged due to resident from upstairs unit #3708 left the kitchen faucet running • Repaired water main leak next to concrete riverbed of unit #303 • Installed new board for Boiler Building 30 • Irrigation repair North of playground area • De-webbed, cleaned debris and leaves throughout the property • Cleaned and· detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures 04/30/22 # of Service #CarpetNinyl Request(s) Replacement Service Request(s) 123 Palm Village -36 Units 73-650 Santa Rosa Wa'y 0/0 #CarpetNinyl #Appliance(s) #Appliance(s) Replacement Replacement · Replacement Move Out(s) Service Request(s) Move Out(s) 5 I 5· I 3 • • • Completed one (I) make ready unit which includes painting, cleaning, and maintenance Detailed laundry . Refinished tub and enclosure in the bathroom ofunit #322 • Installed new water heater for unit #315 • Cleaned and checked all light fixtures throughout the propf,rty • Cleaned and detailed stairs, dumpster areas and enclosures 04/30/22 # of Service #CarpetNinyl Request(s) Replacement Service Request(s) 3 Pueblos -15 Units 73-695 Santa Rosa Way 0/0 ~ Detailed laundry room #CarpetNinyl Replacement Move Out(s) 0/0 #Appliance(s) Replacement Service Request(s) 0 #Appliance(s) Replacement Move Out(s) 0 · • Repaired underground leaking hot water copper line in the living room area of unit #11_0. Ste!lmed cleaned carpet that was water damaged · • Installed new water heater for unit# 110 • Cleaned and detailed pool, pool furniture, dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout property 04/30/22 # of Service #CarpetNinyl #CarpetNinyl #Appliance(s) #Appliance(s) Request(s) Replacement Replacement Replacement Replacement ,, Service Request(s) Move Out(s) Service Request(s) Move Out(s) 10 0/0 0/0 0 0 4 0 0 0 0 0 Palm Desert Housing Authority Project Report May2022 Sage Crest Senior -14 Units 73-811 Santa Rosa Way • Detailed elevator • Installed two (2) grab bars in the bathroom of unit #8, reasonable accommodation • Inspected all fire extinguishers • Power washed dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout the property 04/30/22 # of Service #CarpetNinyl Request(s) Replacement Service Request(s) 5 Santa Rosa -20 Units 73-625 Santa Rosa Way 0/0 Detailed laundry room Cleaned stairs throughout property #CarpetNinyl #Appliance(s) Replacement Replacement Move Out(s) Service Request(s) 0/0 0 #Appliance(s) Replacement Move Out(s) 0 • • • De-webbed, cleaned debris and ,leaves around parking lots, dumpster area and enclosures 04/30/22 # of Service Request(s) 0 Taos Palms -16 Units 44-830 Las Palmas #CarpetNinyl Replacement. Service Request(s) 0/0 #CarpetNinyl #Appliance(s) Replacement Replacement Move Out(s) Service Request(s) 0/0 0 • Annual fire inspection done by Fire Marshall, all complied • Repaired stucco and touch-up painted the exterior walls throughout the property • 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 04/30/22 # of Service #CarpetNinyl #CarpetNinyl #Appliance(s) Request(s) Replacement Replacement Replacement Service Request(s) Move Out(s) Service Request(s) 3 0/0 0/0 0 0-1/30/22 TOTALS TOTALS TOTALS TOTALS # of Service #Carpet/Vinyl #Carpet/Vinyl #Applia nce(s) Request(s) Replacement Replacement Replacement Service Requcst(s) Move Out(s) Service Request(s) 311 0/0 9/9 5 5 #Appliance(s) Replacement Move Out(s) 0 #Appliance(s) Replacement Move Out(s) 0 TOTALS #Appliance(s) Replacement Move Out(s) 6