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Home My WebLink About2022-10-12 HC Regular Meeting Agenda Packet City of Palm Desert Page 1 HOUSING COMMISSION CITY OF PALM DESERT, CALIFORNIA AGENDA (VIRTUAL MEETING) Pursuant to Assembly Bill 361, this meeting may be conducted by teleconference and there will be no in-person public access to the meeting location. • To participate via Zoom, use the following link: https://palmdesert.zoom.us/j/84208115544?pwd=NWtGNWRjUXF5R25LZG42K2RKeUJMZ z09 or call (213) 338-8477, Zoom Meeting ID: 842 0811 5544. • Written public comment may also be submitted to jgonzales@cityofpalmdesert.org. Emails received by 12:30 p.m. prior to the meeting will be distributed to the Commission. Any correspondence received during or after the meeting will be distributed to the Commission as soon as practicable and retained for the official record. Emails will not be read aloud except as an ADA accommodation. 1. CALL TO ORDER 2. ROLL CALL 3. NON-AGENDA PUBLIC COMMENT: This time has been set aside for the public to address the Housing Commission on issues that are not on the agenda for up to three minutes. Because the Brown Act does not allow the Commission to act on items not listed on the agenda, members may briefly respond or refer the matter to staff for a report and recommendation at a future meeting. 4. CONSENT CALENDAR: All matters listed on the Consent Calendar are considered routine and may be approved by one motion. The public may comment on any items on the Consent Agenda within the three-minute time limit. Individual items may be removed by Taskforce Members for a separate discussion. A. APPROVAL OF MINUTES RECOMMENDATION: Approve the Housing Commission Regular Meeting minutes of September 14, 2022. 5. ACTION CALENDAR A. APPROVE AMENDMENT TO CONTRACT NO. HA-39040 Wednesday October 12, 2022 3:30 p.m. Regular Meeting Housing Commission Agenda October 12, 2022 City of Palm Desert Page 2 RECOMMENDATION: Approve an Amendment to Contract No HA-39040 with Service First, LLC., for pool and water feature maintenance and repair services at the Palm Desert Housing Authority properties in a total amount not to exceed $347,147. B. AWARD A CONTRACT FOR TAOS TRELLIS AND ENTRANCE DESIGN BUILD TO DOUG WALL CONSTRUCTION, INC. RECOMMENDATION: Award a Contract for the design-build of the TAOs Palms Trellis and Entrance structure rehabilitation to Doug Wall Construction, Inc., of Bermuda Dunes, California in the amount of $1,067,588.35. 6. INFORMATIONAL REPORTS & COMMENTS A. HOUSING COMMISSIONER’S REPORTS AND REMARKS • Commission Chair Report Memo B. CITY COUNCIL LIAISON C. CITY STAF • Summary of city council and housing authority actions • Interim Vice-Chair Discussion D. RPM COMPANY MONTHLY REPORTS FOR July 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 August 2022 − Laguna Palms Apartments Unit 43 Renovation Pictures E. HOME IMPROVEMENT PROGRAM ACTIVITY REPORT ACTIVITY: A combined total for August and September 2022: • Inquiries (Calls, Walk-Ins, Emails): 11 • Application Provided: 4 • Application Received: 1 • Eligible (Possible meets program criteria): 4 • Ineligible (Does not meet program criteria): 7 • Energy Savings Assistance Programs Referrals” 0 (JHC Construction – SCE/Gas Co.) F. ATTENDANCE REPORT • Commission attendance report included in agenda packet 7. ADJOURNMENT: The next Regular Meeting will be held on November 9, 2022, at 3:30p.m. Housing Commission Agenda October 12, 2022 City of Palm Desert Page 3 AFFIDAVIT OF POSTING 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 and City website not less than 72 hours prior to the meeting. Stephanie Estrada Recording Secretary PUBLIC NOTICES Agenda Related Materials: Pursuant to Government Code §54957.5(b)(2) the designated office for inspection of records in connection with this meeting is the Development Services Department, City Hall, 73-510 Fred Waring Drive, Palm Desert. Staff reports for all agenda items and documents provided to a majority of the legislative bodies are available for public inspection at City Hall and on the City’s website at www.cityofpalmdesert.org. Americans with Disabilities Act: It is the intention of the City of Palm Desert to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, or in meetings on a regular basis, you will need special assistance beyond what is normally provided, the city will attempt to accommodate you in every reasonable manner. Please contact the Office of the City Clerk, (760) 346-0611, at least 48 hours prior to the meeting to inform us of your needs and to determine if accommodation is feasible. City of Palm Desert Page 1 HOUSING COMMISSION CITY OF PALM DESERT, CALIFORNIA MINUTES Pursuant to Assembly Bill 361, this meeting was conducted by teleconference, and there was no in-person public access to the meeting location. 1. CALL TO ORDER A Regular Meeting of the Housing Commission was called to order by Chair Guinaw on Wednesday, September 14, 2022, at 3:30 p.m. 2. ROLL CALL Present: Commissioners Jann Buller, Melody Morrison, Blair Armstrong, Kathleen Bauer, and Honorable Chair Dennis Guinaw. Absent: Vice-Chair Gregory Ballard Liaison(s) Present: City Council Liaison Kathleen Kelly, Staff Present: Jessica Gonzales, Housing Manager; Celina Cabrera, Management Analyst; Stephanie Estrada, Recording Secretary, Anthony J. Mejia, City Clerk were present at Roll Call. Other staff members presented reports or responded to questions as indicated in the minutes. 3. NON-AGENDA PUBLIC COMMENT: None. 4. CONSENT CALENDAR: A. APPROVAL OF MINUTES MOTION BY COMMISSIONER BULLER, SECOND BY COMMISSIONER BAUER, CARRIED 5-0, to approve the Housing Commission Regular Meeting Minutes of July 13, 2022. Wednesday September 14, 2022 3:30 p.m. Regular Meeting Housing Commission Minutes September 14, 2022 City of Palm Desert Page 2 ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES 5. ACTION CALENDAR A. CONSIDERATION TO CONTINUE THE PROPOSED SCOPE OF WORK AND MATERIAL TO THE TAOS PALMS TRELLIS AND ENTRANCE REHABILITATION PROJECT. MOTION BY COMMISSIONER BAUER, SECOND BY COMMISSIONER BULLER, CARRIED 5-0, to approve the request for consideration to continue the proposed scope of work and material to the TAOS Palms Trellis and Entrance Rehabilitation project. 6. INFORMATIONAL REPORTS & COMMENTS A. HOUSING COMMISSIONERS Chair Guinaw reviewed the latest edition of the City’s Brightside Newsletter, reported on his attendance at the Homelessness Task Force Meeting, and welcomed newly appointed Commissioner Bauer. B. SUMMARY OF CITY COUNCIL AND HOUSING AUTHORITY ACTIONS Senior Management Analyst Gonzales reviewed the recent actions taken by the Housing Authority and City Council. C. RPM COMPANY MONTHLY REPORTS FOR MAY, JUNE, AND JULY 2022 Teresa Vakili, Vice President of RPM Company, provided an update regarding monthly occupancy, average rent summary, monthly net operating income statement, and May- July’s project report of the Housing Authority affordable housing properties. D. CITY COUNCIL LIAISON Councilmember Kelly provided a clarifying response regarding the governmental approach to mental health in the state of California. E. CITY STAFF City Clerk Mejia administered the Oath of Office to newly appointed Housing Commissioner Kathleen Bauer at the start of the meeting. F. ATTENDANCE REPORT The attendance report was provided with the agenda materials. The Commission took no action on this matter. 7. ADJOURNMENT The Housing Commission adjourned at 4:11 p.m. Housing Commission Minutes September 14, 2022 City of Palm Desert Page 3 ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES Respectfully submitted, Stephanie Estrada, Administrative Assistant Recording Secretary ATTEST: Jessica Gonzales, Housing Manager Secretary APPROVED BY THE HOUSING COMMISSION: __/__/2022 Page 1 of 2 PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: October 27, 2022 PREPARED BY: Celina Cabrera, Management Analyst REQUEST: APPROVAL OF AN AMENDMENT TO CONTRACT NO. HA-39040 WITH SERVICE FIRST, LLC. FOR POOL AND WATER FEATURE MAINTENANCE AND REPAIR SERVICES AT THE PALM DESERT HOUSING AUTHORITY PROPERTIES IN A TOTAL AMOUNT NOT TO EXCEED $347,147. RECOMMENDATION: 1. Approve an Amendment (“Amendment”) to Contract No. HA-39040 with Service First, LLC. (“Service First”), for pool and water feature maintenance and repair services at the Palm Desert Housing Authority (“Authority”) properties effective December 31, 2022, for a two-year term in a total annual amount not to exceed $347,147 (This amount not to exceed $347,147 includes the amount of $138,573.11 per year and up to $35,0000 for additional services to be requested as needed.); and 2. Authorize RPM Company, the Authority’s contracted management company, to enter into an Amendment with Service First for the routine and additional services needed, including expenditures; and 3. Authorize the Executive Director or its designee to take any necessary actions to facilitate the Amendment and any documents necessary to effectuate and implement the actions taken herewith. BACKGROUND/ANALYSIS: On December 12, 2019, the Authority Board approved a contract with Service First, LLC., for the purpose of providing pool and water feature maintenance and repair services for a one-year term contract through December 30, 2022. The contract allows the parties to extend the term of the contract for an additional two-year term. Service First has been performing satisfactorily and offered the option to renew the existing contract. Staff has negotiated a 2-year amendment to the existing contract to bring the proposed amendment to expire December 30, 2024. The 2-year amendment is approximately 3% higher than that of their existing annual contract for an increase of $4,035.59 per year. This increased cost is due to the increased price in chemical and material cost increases. Staff is requesting an additional $35,000 annually to provide additional services on an as needed basis that would include services such as equipment repairs or replacement (i.e., pump, pump motor, filters, heating tubes, etc.), the treatment of fecal matter, removal of City of Palm Desert Housing Authority – 1st Amendment HA-39040 Page 2 of 2 rodents and pests, leaks, groundwater runoff, etc. Therefore, the contract services will vary and so will the contract amount depend on the actual additional services. All repairs are subject to prevailing wage requirements. RPM Company is authorized to enter into agreements as necessary to provide certain services to the Properties. The type of services being requested require day-to-day responses, so staff is recommending that the Authority Board authorize RPM Company to enter into the Amendment with Services First, LLC., and to authorize them to approve Amendment to the contract for a two- year term, effective December 31, 2022, and approve any additional services as needed up to $35,000. 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 October 12, 2022. Upon request, a verbal report will be provided at the Authority’s regular meeting of October 27, 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 $138,573.11. Monies are available in the Authority’s operating budget, in the appropriate Authority accounts for each property. There will be no impact to the City’s General Fund. REVIEWED BY: Department Director: Eric Ceja Special Counsel to the Housing Authority: Finance Director: Assistant City Manager: Executive Director: ATTACHMENTS: 1. Original Maintenance Services Agreement with Service First, LLC. 2. Amendment No.1 to Contract HA-39040. 3. Security First, LLC proposal (Dated: September 26, 2022). Page 1 of 3 PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: October 27, 2022 PREPARED BY: Chris Gerry, Project Manager REQUEST: AWARD A CONTRACT FOR THE DESIGN-BUILD OF THE TAOS PALMS TRELLIS AND ENTRANCE STRUCTURE REHABILITATION TO DOUG WALL CONSTRUCTION, INC., OF BERMUDA DUNES, CALIFORNIA, IN THE AMOUNT OF $1,067,588.35 (PROJECT NO. 813-21). RECOMMENDATION: 1. Award a Contract for the design-build of the Taos Palms Trellis and Entrance Structure Rehabilitation to Doug Wall Construction, Inc., of Bermuda Dunes, California, in the amount of $1,067,588.35; and 2. Authorize the Finance Director to set aside approximately 20% contingency of $213,520.00 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 $213,520.00 for unforeseen conditions; and 4. Authorize the use of $1,281,108.35 in funds from the Fiscal Year 2022-23 Authority’s Capital Replacement Budget; and 5. Authorize the Executive Director or his designee to take any necessary actions to facilitate the agreement, 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 Doug Wall Construction, Inc., (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 $1,067,588.35 for the base contract with contingency for any additional unforeseen conditions necessary to be completed not to exceed $213,520.00. The Palm Desert Housing Authority (Authority) owns and manages Taos Palms Apartments, which is a 16-unit multi-family apartment complex located at 44830 Las Palmas Avenue (Property). The Property consists of four single buildings on approximately 32,300 square feet City of Palm Desert Taos Palms Trellis and Entrance Structure Rehabilitation Page 2 of 3 (including the courtyard and parking areas). The Property is also a gated community with 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, and 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 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 was initially $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 October 12, 2022. Upon request, a verbal report will be provided at the Authority Board regular meeting of October 27, 2022. City of Palm Desert Taos Palms Trellis and Entrance Structure Rehabilitation Page 3 of 3 FINANCIAL IMPACT: The fiscal impact of this the cost of the contract itself in the amount of $1,067,588.35, plus approximately 20% contingency in the amount of $213,520 (for unforeseen conditions). Funds are available in the Fiscal Year 2022/2023 Authority’s Capital Replacement Budget. There will be no impact to the City’s general fund. The funding breakdown for the project is as follows: Project Funding Source Description Total Project Cost * PDHA Replacement Expenditures Housing Authority Capital Replacement Budget Construction $1,067,588.35 Construction Contingency $213,520.00 Total $1,281,108.35 REVIEWED BY: Department Director: Eric Ceja Special Counsel to the housing authority: Finance Director: Assistant City Manager: Executive Director: ATTACHMENTS: 1. Dougwall Construction, Inc. Proposal (Dated: October 4, 2022) 2. Taos Palms Site and Project Map Job Name: TAOS PALMS TRELLIS & ENTRANCE REHABILITATION 10/4/2022 General Conditions $69,200.00 130 Architectural and Engineering $52,000.00 150 Project Mobilization $5,000.00 152 Temp Facilties $4,200.00 155 Progressive clean up $3,500.00 157 Demolition 159 Dumpster $4,500.00 161 Temp Fence Site Work $12,500.00 164 Structural Demo 250 Landscape / Irrigation $12,500.00 283 Onsite Concrete Building $687,500.00 400 Exterior Demo $75,000.00 410 Masonry $45,000.00 511 Fence, Gates $25,000.00 512 Aluma Wood Window Shade Awning $12,500.00 610 Aluma Wood Structures $482,000.00 611 Aluma Wood Partition / Privacy Walls $8,000.00 792 Caulking and Sealant 911 Patch/ Plaster/ Painting $115,000.00 1040 Signage $0.00 1505 Plumbing 1513 Med Gas 1514 HVAC 1530 Fire Sprinklers $35,000.00 1610 Electrical $35,000.00 1611 Low Voltage 1911 Jobsite Overhead $15,000.00 1910 Supervision $62,000.00 Subtotal $956,200.00 2010 P&O $76,496.00 Subtotal $1,032,696.00 2110 Insurance ( Liability )$12,392.35 Total $1,045,088.35 1040 Monument Sign (Alternate)$22,500.00 Location Map Site MapNORTHTaos Palms -44830 Las Palmas Avenue, Palm Desert, CA 92260 Project Location Project Site MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: July-22 REPORT DATE: 8/1/2022 TERESA VAKILI "MULTI-FAMILY PROPERTIES"Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 California Villas a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141 b. Vacant Units 2 1 1 2 0 2 3 4 5 5 5 4 5 c. Occupied Units 139 140 140 139 141 139 138 137 136 136 136 137 136 d. Pending Leases 1 0 1 1 1 1 2 0 2 3 3 2 1 e. Ending Occupied & Pre-leased 140 140 141 140 142 140 140 137 138 139 139 139 137 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 1 g. Number of W ait List Contactees 65 40 33 40 35 22 45 60 30 50 40 35 75 h. Re-Cert Pkts Sent Out During Month 3 15 11 16 15 8 16 12 8 9 10 11 11 i. Number of Traffic Qualified 22 13 14 10 14 6 10 15 10 12 10 16 14 j. Number of Traffic Non-Qualified 0 2 0 0 0 0 0 2 1 0 0 0 0 Desert Pointe a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64 b. Vacant Units 2 2 2 2 2 2 3 3 3 4 3 3 2 c. Occupied Units 62 62 62 62 62 62 61 61 61 60 61 61 62 d. Pending Leases 2 1 1 1 0 0 0 0 0 2 2 2 1 e. Ending Occupied & Pre-leased 64 63 63 63 62 62 61 61 61 62 63 63 63 f. Down Units 1 1 1 1 1 1 2 2 2 2 1 1 1 g. Number of W ait List Contactees 10 46 33 76 30 33 49 19 17 37 23 19 12 h. Re-Cert Pkts Sent Out During Month 4 6 2 8 5 6 6 2 2 2 5 6 5 i. Number of Traffic Qualified 24 20 13 21 17 11 7 23 14 9 8 7 33 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Laguna Palms a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48 b. Vacant Units 1 3 4 3 1 1 2 1 0 0 1 1 2 c. Occupied Units 47 45 44 45 47 47 46 47 48 48 47 47 46 d. Pending Leases 0 0 2 2 0 0 0 1 0 0 1 1 1 e. Ending Occupied & Pre-leased 47 45 46 47 47 47 46 48 48 48 48 48 47 f. Down Units 0 1 1 0 0 0 0 0 0 0 0 0 1 g. Number of W ait List Contactees 75 65 70 60 40 45 30 35 15 35 35 30 45 h. Re-Cert Pkts Sent Out During Month 4 5 6 4 4 4 4 4 3 2 3 6 1 i. Number of Traffic Qualified 6 7 4 10 5 11 6 10 3 7 8 5 4 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Neighbors a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24 24 b. Vacant Units 1 1 1 2 1 1 1 0 0 0 0 0 0 c. Occupied Units 23 23 23 22 23 23 23 24 24 24 24 24 24 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied & Pre-leased 23 23 23 22 23 23 23 24 24 24 24 24 24 f. Down Units 1 1 1 2 1 1 1 0 0 0 0 0 0 g. Number of W ait List Contactees 0 0 0 12 10 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 3 2 0 3 3 1 3 0 2 0 2 1 i. Number of Traffic Qualified 12 9 12 8 12 9 6 11 9 8 4 3 15 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 One Quail Place a. Total Units in Complex 384 384 384 384 384 384 384 384 384 384 384 384 384 b. Vacant Units 12 14 17 17 16 10 9 6 3 8 3 6 9 c. Occupied Units 372 370 367 367 368 374 375 378 381 376 381 378 375 d. Pending Leases 9 8 11 7 14 8 5 5 10 10 4 9 9 e. Ending Occupied & Pre-leased 381 378 378 374 382 382 380 383 391 386 385 387 384 f. Down Units 3 2 2 1 1 1 2 4 2 1 1 1 0 g. Number of W ait List Contactees 90 168 140 101 260 280 196 190 80 186 210 179 181 h. Re-Cert Pkts Sent Out During Month 17 34 21 25 26 24 30 31 30 17 30 23 23 i. Number of Traffic Qualified 118 66 44 43 36 71 61 53 67 40 84 54 77 j. Number of Traffic Non-Qualified 2 14 8 3 11 11 9 6 3 26 7 12 3 08/01/2022 Page 1 of 11 MOS Multi-Family 7.22 MONTHLY OCCUPANCY STATUS REPORT "MULTI-FAMILY PROPERTIES"Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36 b. Vacant Units 3 3 4 4 3 3 3 2 1 1 1 1 1 c. Occupied Units 33 33 32 32 33 33 33 34 35 35 35 35 35 d. Pending Leases 2 2 1 2 1 2 2 2 1 1 1 1 1 e. Ending Occupied & Pre-leased 35 35 33 34 34 35 35 36 36 36 36 36 36 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 75 65 70 60 48 45 30 35 15 35 35 30 45 h. Re-Cert Pkts Sent Out During Month 6 3 2 6 3 1 3 6 2 1 4 2 4 i. Number of Traffic Qualified 5 0 2 0 4 6 3 5 2 4 6 3 2 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Santa Rosa a. Total Units in Complex 20 20 20 20 20 20 20 20 20 20 20 20 20 b. Vacant Units 4 4 4 4 4 3 3 3 4 4 4 4 5 c. Occupied Units 16 16 16 16 16 17 17 17 16 16 16 16 15 d. Pending Leases 0 2 1 2 2 1 1 1 0 0 0 0 0 e. Ending Occupied & Pre-leased 16 18 17 18 18 18 18 18 16 16 16 16 15 f. Down Units 1 0 1 2 2 2 2 2 4 4 4 4 4 g. Number of W ait List Contactees 55 65 52 60 45 48 30 35 0 33 35 30 45 h. Re-Cert Pkts Sent Out During Month 2 2 0 1 2 1 1 1 0 3 0 1 1 i. Number of Traffic Qualified 0 2 0 0 2 3 2 2 2 4 2 3 0 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Taos Palms a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16 b. Vacant Units 2 2 2 1 1 1 0 0 0 0 0 0 0 c. Occupied Units 14 14 14 15 15 15 16 16 16 16 16 16 16 d. Pending Leases 1 0 0 1 1 1 0 0 0 0 0 0 0 e. Ending Occupied & Pre-leased 15 14 14 16 16 16 16 16 16 16 16 16 16 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 72 68 54 88 48 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 0 2 1 2 1 1 1 0 0 2 1 0 2 i. Number of Traffic Qualified 9 15 17 5 9 6 3 10 6 6 3 3 4 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733 b. Vacant Units 27 30 35 35 28 23 24 19 16 22 17 19 24 c. Occupied Units 706 703 698 698 705 710 709 714 717 711 716 714 709 d. Pending Leases 15 13 17 16 19 13 10 9 13 16 11 15 13 e. Ending Occupied & Pre-leased 721 716 715 714 724 723 719 723 730 727 727 729 722 f. Down Units 6 5 6 6 5 5 7 8 8 7 6 6 7 g. Number of W ait List Contactees 442 517 452 497 516 473 380 374 157 376 378 323 403 h. Re-Cert Pkts Sent Out During Month 37 70 45 62 59 48 62 59 45 38 53 51 48 i. Number of Traffic Qualified 196 132 106 97 99 123 98 129 113 90 125 94 149 j. Number of Traffic Non-Qualified 2 16 8 3 11 11 9 8 4 26 7 12 3 08/01/2022 Page 2 of 11 MOS Multi-Family 7.22 MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: July-22 REPORT DATE: 8/1/2022 TERESA VAKILI "SENIOR PROPERTIES"Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Candlewood a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30 b. Vacant Units 2 0 0 0 0 0 0 0 2 0 0 1 1 c. Occupied Units 28 30 30 30 30 30 30 30 28 30 30 29 29 d. Pending Leases 2 0 0 0 0 0 0 0 1 0 0 0 1 e. Ending Occupied & Pre-leased 30 30 30 30 30 30 30 30 29 30 30 29 30 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 77 0 30 0 0 0 0 8 29 32 15 23 36 h. Re-Cert Pkts Sent Out During Month 1 5 2 2 4 4 2 1 3 1 2 6 6 i. Number of Traffic Qualified 6 7 3 0 5 2 3 4 2 9 3 8 2 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Carlos Ortega a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73 b. Vacant Units 0 2 1 2 2 1 0 0 1 1 3 3 2 c. Occupied Units 73 71 72 71 71 72 73 73 72 72 70 70 71 d. Pending Leases 1 2 0 1 1 1 0 0 2 1 2 1 2 e. Ending Occupied & Pre-leased 74 73 72 72 72 73 73 73 74 73 72 71 73 f. Down Units 0 0 1 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 36 45 45 40 25 48 48 28 34 38 83 101 85 h. Re-Cert Pkts Sent Out During Month 7 7 9 0 4 1 2 5 4 12 4 12 1 i. Number of Traffic Qualified 30 30 22 10 6 7 28 26 23 9 2 5 4 j. Number of Traffic Non-Qualified 1 3 10 15 10 18 9 0 2 3 1 0 0 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72 b. Vacant Units 1 2 2 2 1 2 3 2 2 2 2 2 1 c. Occupied Units 71 70 70 70 71 70 69 70 70 70 70 70 71 d. Pending Leases 0 1 0 1 0 0 2 1 0 1 1 1 0 e. Ending Occupied & Pre-leased 71 71 70 71 71 70 71 71 70 71 71 71 71 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 112 121 124 92 106 86 42 66 87 75 87 111 92 h. Re-Cert Pkts Sent Out During Month 10 7 12 3 2 2 7 5 5 2 2 9 12 i. Number of Traffic Qualified 5 10 4 3 4 3 9 18 8 31 29 25 18 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 1 1 0 0 0 La Rocca Villas a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27 b. Vacant Units 0 1 2 2 1 1 0 0 0 0 0 0 0 c. Occupied Units 27 26 25 25 26 26 27 27 27 27 27 27 27 d. Pending Leases 0 0 0 0 1 1 0 0 0 0 0 0 0 e. Ending Occupied & Pre-leased 27 26 25 25 27 27 27 27 27 27 27 27 27 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 0 35 80 25 3 0 0 7 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 3 0 4 2 1 1 2 4 2 1 4 1 i. Number of Traffic Qualified 22 12 14 12 10 9 14 11 19 17 20 22 20 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Las Serenas a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150 b. Vacant Units 3 5 6 5 6 6 5 5 5 5 3 5 3 c. Occupied Units 147 145 144 145 144 144 145 145 145 145 147 145 147 d. Pending Leases 1 3 2 1 1 5 3 2 3 2 2 3 2 e. Ending Occupied & Pre-leased 148 148 146 146 145 149 148 147 148 147 149 148 149 f. Down Units 3 2 2 2 3 3 4 3 3 3 2 2 2 g. Number of W ait List Contactees 92 210 154 126 229 144 31 52 108 45 12 50 12 h. Re-Cert Pkts Sent Out During Month 16 12 19 8 8 7 11 2 6 9 14 18 15 i. Number of Traffic Qualified 38 39 39 67 28 32 38 30 52 36 42 48 47 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 08/01/2022 Page 3 of 11 MOS Senior 7.22 MONTHLY OCCUPANCY STATUS REPORT "SENIOR PROPERTIES"Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Pueblos a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15 b. Vacant Units 0 1 1 0 0 0 0 1 2 0 0 0 0 c. Occupied Units 15 14 14 15 15 15 15 14 13 15 15 15 15 d. Pending Leases 0 0 1 0 0 0 0 0 2 0 0 0 0 e. Ending Occupied & Pre-leased 15 14 15 15 15 15 15 14 15 15 15 15 15 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 0 16 9 0 9 0 0 4 8 0 6 4 17 h. Re-Cert Pkts Sent Out During Month 4 1 4 0 0 0 1 1 2 1 1 1 3 i. Number of Traffic Qualified 2 0 4 2 2 1 0 2 4 2 5 4 1 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 Sage Crest Sr. a. Total Units in Complex 14 14 14 14 14 14 14 14 14 14 14 14 14 b. Vacant Units 1 0 0 0 0 0 0 0 0 0 1 2 2 c. Occupied Units 13 14 14 14 14 14 14 14 14 14 13 12 12 d. Pending Leases 1 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied & Pre-leased 14 14 14 14 14 14 14 14 14 14 13 12 12 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of W ait List Contactees 48 0 5 0 9 0 0 2 0 18 12 8 7 h. Re-Cert Pkts Sent Out During Month 2 2 0 0 1 0 1 1 3 0 2 2 2 i. Number of Traffic Qualified 0 2 0 2 0 1 1 0 0 2 0 3 2 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY SENIOR PROPERTIES Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381 b. Vacant Units 7 11 12 11 10 10 8 8 12 8 9 13 9 c. Occupied Units 374 370 369 370 371 371 373 373 369 373 372 368 372 d. Pending Leases 5 6 3 3 3 7 5 3 8 4 5 5 5 e. Ending Occupied & Pre-leased 379 376 372 373 374 378 378 376 377 377 377 373 377 f. Down Units 3 2 3 2 3 3 4 3 3 3 2 2 2 g. Number of Wait List Contactees 365 427 447 283 381 278 121 167 266 208 215 297 249 h. Re-Cert Pkts Sent Out During Month 41 37 46 17 21 15 25 17 27 27 26 52 40 i. Number of Traffic Qualified 103 100 86 96 55 55 93 91 108 106 101 115 94 j. Number of Traffic Non-Qualified 1 3 10 15 10 18 9 0 3 4 1 0 0 08/01/2022 Page 4 of 11 MOS Senior 7.22 MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET July 2022 AMI % Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent 20%12,240 255 13,980 291 15,730 328 17,480 364 25%15,300 319 17,475 364 19,663 410 21,850 455 30%18,500 385 21,150 441 23,800 496 27,750 578 35%21,420 446 24,465 510 27,528 573 30,590 637 40%24,480 510 27,960 583 31,460 655 34,960 728 45%27,540 574 31,455 655 35,393 737 39,330 819 50%30,800 642 35,200 733 39,600 825 44,000 917 55%33,660 701 38,445 801 43,258 901 48,070 1,001 60%36,720 765 41,940 874 47,190 983 52,440 1,093 65%39,780 829 45,435 947 51,123 1,065 56,810 1,184 70%42,840 1,071 48,930 1,223 55,055 1,376 61,180 1,530 75%45,900 1,148 52,425 1,311 58,988 1,475 65,550 1,639 80%49,300 1,233 56,350 1,409 63,400 1,585 70,400 1,760 85%52,020 1,301 59,415 1,485 66,853 1,671 74,290 1,857 90%55,080 1,377 62,910 1,573 70,785 1,770 78,660 1,967 95%58,140 1,454 66,405 1,660 74,718 1,868 83,030 2,076 100%61,200 1,530 69,900 1,748 78,650 1,966 87,400 2,185 105%64,260 1,607 73,395 1,835 82,583 2,065 91,770 2,294 110%67,320 1,683 76,890 1,922 86,515 2,163 96,140 2,404 115%70,380 1,760 80,385 2,010 90,448 2,261 100,510 2,513 120%73,440 1,836 83,880 2,097 94,380 2,360 104,880 2,622 Riverside County Income Eligibility as of 7/1/2022. Monthly rent is exclusive of Utility Allowance. Extremely Low 0-30% Very Low 31-50% Low 51-80% Moderate 81%-120% Total 709 289 535 890 1,228 735 191 187 220 111 Average Mo. RentNo. of Units Multi-Family Complexes HOUSEHOLD SIZE 1 2 3 4 Extremely Low 0-30% Very Low 31-50% Low 51-80% Moderate 81%-120% Total 127 166 65 Senior Complexes Average Mo. RentNo. of Units 14 372 285 498 815 1,214 703 08/01/2022 Page 5 of 11 Summary Rpt #1 7.22 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: REPORT DATE:REPORTED BY:TERESA VAKILI "MULTI-FAMILY" 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 1. VERY LOW: 20% OF MEDIAN a. Studio 1 185 1 185 b. 1 BR, 1 BA 6 214 1 193 12 203 19 206 c. 2 BR, 1 BA 2 198 4 230 1 207 2 207 2 213 11 215 d. 2 BR, 2 BA 3 213 8 222 11 220 e. Totals 20%6 2 2 3 24 1 2 2 42 2. VERY LOW: 21-25% OF MEDIAN a. Studio 5 242 5 242 b. 1 BR, 1 BA 19 281 5 259 6 258 33 266 63 269 c. 2 BR, 1 BA 1 285 4 294 2 279 7 288 d. 2 BR, 2 BA 3 285 8 294 11 292 e. Totals 21-25%19 10 7 3 45 2 0 0 86 3. VERY LOW: 26-30% OF MEDIAN a. Studio 1 305 1 305 b. 1 BR, 1 BA 12 347 2 332 2 340 11 346 27 345 c. 2 BR, 1 BA 2 380 6 389 6 360 2 374 3 380 19 376 d. 2 BR, 2 BA 2 380 14 391 16 390 e. Totals 26-30%12 3 4 2 31 6 2 3 63 4. VERY LOW: 31-35% OF MEDIAN a. Studio 3 355 3 355 b. 1 BR, 1 BA 10 407 3 406 1 396 9 406 23 406 c. 2 BR, 1 BA 1 431 2 440 2 449 1 431 6 440 d. 2 BR, 2 BA 9 439 9 439 e. Totals 31-35%10 6 2 0 20 2 0 1 41 5. VERY LOW: 36-40% OF MEDIAN a. Studio 1 411 1 411 b. 1 BR, 1 BA 5 470 2 453 8 467 15 466 c. 2 BR, 1 BA 2 503 3 512 2 497 1 497 1 503 9 504 d. 2 BR, 2 BA 2 503 12 518 14 516 e. Totals 36-40%5 2 3 2 23 2 1 1 39 6. VERY LOW: 41-45% OF MEDIAN a. Studio 1 468 1 468 b. 1 BR, 1 BA 11 529 3 525 10 531 24 529 c. 2 BR, 1 BA 1 576 5 585 4 570 10 578 d. 2 BR, 2 BA 1 419 11 581 12 568 e. Totals 41-45%11 1 4 1 26 4 0 0 47 7. VERY LOW: 46-50% OF MEDIAN a. Studio 4 535 4 535 b. 1 BR, 1 BA 15 614 1 594 3 602 7 618 26 613 c. 2 BR, 1 BA 3 663 10 672 2 681 2 657 1 631 18 668 d. 2 BR, 2 BA 3 652 9 668 12 664 e. Totals 46-50%15 5 6 3 26 2 2 1 60 Total very low =78 29 28 14 195 19 7 8 378 ·Percent of total 57.35%46.77%60.87%58.33%52.00%54.29%46.67%50.00%53.31% 8. LOWER: 51-55% OF MEDIAN a. Studio 2 581 2 581 b. 1 BR, 1 BA 8 666 2 654 6 657 16 661 c. 2 BR, 1 BA 2 721 4 730 1 715 1 715 8 724 d. 2 BR, 2 BA 2 721 13 730 15 729 e. Totals 51-55%8 2 4 2 23 1 1 0 41 9. LOWER: 56-60% OF MEDIAN a. Studio 3 637 3 637 b. 1 BR, 1 BA 13 731 12 741 25 736 c. 2 BR, 1 BA 2 794 6 795 8 823 1 788 1 794 18 807 d. 2 BR, 2 BA 1 794 11 813 12 811 e. Totals 56-60%13 3 2 1 29 8 1 1 58 NEIGHBORS Jul-22 8/1/2022 CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS 08/01/2022 Page 6 of 11 Rpt #1 Multi-Family 7.22 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT "MULTI-FAMILY" 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR NEIGHBORS CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS 10. LOW ER: 61-65% OF MEDIAN a. Studio 3 694 1 694 4 694 b. 1 BR, 1 BA 5 796 1 776 10 788 16 790 c. 2 BR, 1 BA 2 859 1 867 7 876 1 975 1 861 1 867 13 878 d. 2 BR, 2 BA 9 886 9 886 e. Totals 61-65%5 6 2 0 26 1 1 1 42 11. LOW ER: 66-70% OF MEDIAN a. Studio 2 908 1 908 3 908 b. 1 BR, 1 BA 2 1,041 1 1,021 6 981 9 999 c. 2 BR, 1 BA 8 1,171 3 1,153 1 1,137 12 1,164 d. 2 BR, 2 BA 1 1,143 10 1,152 11 1,151 e. Totals 66-70%2 3 1 1 24 3 1 0 35 12. LOW ER: 71-75% OF MEDIAN a. Studio 2 914 2 914 b. 1 BR, 1 BA 8 1,062 4 1,079 12 1,068 c. 2 BR, 1 BA 1 1,239 1 1,224 2 1,232 d. 2 BR, 2 BA 2 1,230 5 1,239 7 1,236 e. Totals 71-75%8 2 0 2 10 0 1 0 23 13. LOW ER: 76-80% OF MEDIAN a. Studio 1 914 1 908 2 911 b. 1 BR, 1 BA 6 1,050 5 1,056 11 1,053 c. 2 BR, 1 BA 1 1,321 1 1,306 1 1,312 3 1,313 d. 2 BR, 2 BA 5 1,321 5 1,321 e. Totals 76-80%6 1 1 0 11 0 1 1 21 Total lower =42 17 10 6 123 13 6 3 220 ·Percent of total 30.88%27.42%21.74%25.00%32.80%37.14%40.00%18.75%31.03% 14. MODERATE: 81-120% OF MEDIAN a. Studio 5 922 5 922 b. 1 BR, 1 BA 15 1,086 8 1,070 20 1,059 43 1,070 c. 2 BR, 1 BA 1 1,509 2 1,407 8 1,341 16 1,344 3 1,430 2 1,450 5 1,327 37 1,361 d. 2 BR, 2 BA 1 1,509 4 1,361 21 1,347 26 1,356 Total moderate =16 16 8 4 57 3 2 5 111 Percent of total 11.76%25.81%17.39%16.67%15.20%8.57%13.33%31.25%15.66% 15. Total units occupied:136 62 46 24 375 35 15 16 709 16. Occupancy rate =96%97%96%100%98%97%75%100%97% NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98% 08/01/2022 Page 7 of 11 Rpt #1 Multi-Family 7.22 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: REPORT DATE:REPORTED BY:TERESA VAKILI "SENIOR PROPERTIES" 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR 1. VERY LOW : 20% OF MEDIAN a. Studio 1 258 3 173 6 189 10 191 b. 1 BR, 1 BA 2 194 1 194 3 230 4 207 10 210 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 20%2 1 4 3 10 0 0 20 2. VERY LOW : 21-25% OF MEDIAN a. Studio 10 323 14 230 19 261 43 265 b. 1 BR, 1 BA 3 242 1 363 2 259 4 298 4 279 1 261 1 259 16 277 c. 2 BR, 1 BA 1 282 1 282 d. 2 BR, 2 BA 0 - e. Totals 21-25%4 11 16 4 23 1 1 60 3. VERY LOW : 26-30% OF MEDIAN a. Studio 6 396 9 293 10 330 25 332 b. 1 BR, 1 BA 2 332 4 332 5 371 5 374 2 334 3 332 21 351 c. 2 BR, 1 BA 1 377 1 377 d. 2 BR, 2 BA 0 - e. Totals 26-30%3 6 13 5 15 2 3 47 4. VERY LOW : 31-35% OF MEDIAN a. Studio 8 452 4 343 15 390 27 401 b. 1 BR, 1 BA 5 383 1 509 3 388 5 427 7 425 1 390 3 388 25 410 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 31-35%5 9 7 5 22 1 3 52 5. VERY LOW : 36-40% OF MEDIAN a. Studio 5 517 1 399 10 455 16 471 b. 1 BR, 1 BA 2 453 1 581 3 453 3 492 5 494 3 455 17 480 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 36-40%2 6 4 3 15 3 0 33 6. VERY LOW : 41-45% OF MEDIAN a. Studio 5 581 7 456 11 519 23 513 b. 1 BR, 1 BA 7 517 1 654 3 517 1 556 9 570 4 519 25 543 c. 2 BR, 1 BA 1 573 1 573 d. 2 BR, 2 BA 0 - e. Totals 41-45%8 6 10 1 20 4 0 49 7. VERY LOW : 46-50% OF MEDIAN a. Studio 9 658 3 523 6 596 18 615 b. 1 BR, 1 BA 2 594 1 741 2 594 5 657 1 596 3 594 14 627 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 46-50%2 10 5 0 11 1 3 32 Total very low =26 49 59 21 116 12 10 293 ·Percent of total 89.66%69.01%83.10%77.78%78.91%80.00%83.33%78.76% 8. LOW ER: 51-55% OF MEDIAN a. Studio 4 733 2 569 6 642 12 660 b. 1 BR, 1 BA 1 799 1 646 3 715 1 646 6 706 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 51-55%0 5 3 0 9 0 1 18 9. LOW ER: 56-60% OF MEDIAN a. Studio 4 775 1 625 7 713 12 726 b. 1 BR, 1 BA 2 711 2 872 2 758 1 750 2 777 1 711 10 770 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 56-60%2 6 3 1 9 0 1 22 Jul-22 8/1/2022 PUEBLOS TOTALS SAGE CREST SR.CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA 08/01/2022 Page 8 of 11 Rpt #1 Senior 7.22 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT "SENIOR PROPERTIES" 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR PUEBLOS TOTALS SAGE CREST SR.CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA 10. LOWER: 61-65% OF MEDIAN a. Studio 2 840 1 778 3 819 b. 1 BR, 1 BA 2 776 2 815 2 778 6 790 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 61-65%0 2 2 2 1 2 0 9 11. LOWER: 66-70% OF MEDIAN a. Studio 4 1,085 1 896 5 1,047 b. 1 BR, 1 BA 1 1,021 1 1,021 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 66-70%0 4 2 0 0 0 0 6 12. LOWER: 71-75% OF MEDIAN a. Studio 3 1,106 1 1,044 4 1,091 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%0 3 0 0 2 0 0 5 13. LOWER: 76-80% OF MEDIAN 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 0 1 1 3 0 0 5 Total lower =2 20 11 4 24 2 2 65 Percent of total 6.90%28.17%15.49%14.81%16.33%13.33%16.67%17.47% 14. MODERATE: 81-120% OF MEDIAN a. Studio 1 1,030 1 1,062 3 1,044 5 1,045 b. 1 BR, 1 BA 2 1,142 4 1,357 1 1,044 7 1,251 c. 2 BR, 1 BA 1 1,509 1 1,509 d. 2 BR, 2 BA 1 1,509 1 1,509 Total moderate =1 2 1 2 7 1 0 14 Percent of total 3.45%2.82%1.41%7.41%4.76%6.67%0.00%3.76% 15. Total units occupied:29 71 71 27 147 15 12 372 16. Occupancy rate =97%97%99%100%98%100%86%98% NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98% 08/01/2022 Page 9 of 11 Rpt #1 Senior 7.22 REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jul-22 "MULTI-FAMILY PROPERTIES"REPORTED BY: Teresa Vakili REPORT DATE: 8/1/2022 CALIFORNIA DESERT LAGUNA ONE QUAIL PALM SANTA TAOS MONTHLY INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733 REVENUE VERY LOW Up to 50% Occupied units 78 29 28 14 195 19 7 8 378 Total rental income 32,236 10,243 11,859 5,635 80,709 8,459 2,973 3,131 155,245 Per occupied unit 413 353 424 403 414 445 425 391 411 LOWER: 51% --> 80% Occupied units 42 17 10 6 123 13 6 3 220 Total rental income 35,689 13,228 7,715 4,609 112,673 11,733 6,031 2,973 194,651 Per occupied unit 850 778 772 768 916 903 1,005 991 885 MODERATE: 81% --> 120% Occupied units 16 16 8 4 57 3 2 5 111 Total rental income 17,799 17,493 10,728 5,444 70,971 4,290 2,900 6,635 136,260 Per occupied unit 1,112 1,093 1,341 1,361 1,245 1,430 1,450 1,327 1,228 Summary Income: Rental 85,724 40,964 30,302 15,688 264,353 24,482 11,904 12,739 486,156 Other Income: Laundry - - 355 217 5,195 - - 232 5,999 Other (243) (5,990) 1,938 646 28,281 (2,108) (3,394) (2,544) 16,586 Total Operating Income 85,481 34,974 32,595 16,551 297,829 22,374 8,510 10,427 508,741 Occupied Units 136 62 46 24 375 35 15 16 709 Income per occupied unit 629 564 709 690 794 639 567 652 718 EXPENSES Operating Expenses: Payroll 11,174 5,978 5,297 1,962 40,053 3,107 528 1,552 69,651 Per occupied unit 82 96 115 82 107 89 35 97 98 Administrative 6,899 3,236 3,451 1,663 20,319 3,136 990 879 40,575 Per occupied unit 51 52 75 69 54 90 66 55 57 Advertising/Promotion - - - - 177 - - - 177 Per occupied unit - - - - 0 - - - 0 Contract Services 4,548 2,132 2,071 1,162 10,353 1,341 1,036 2,684 25,327 Per occupied unit 33 34 45 48 28 38 69 168 36 Utility Services 2,589 775 1,093 597 4,546 799 293 494 11,186 Per occupied unit 19 12 24 25 12 23 20 31 16 Maintenance 1,571 4,628 1,349 2,764 17,408 1,121 - 963 29,805 Per occupied unit 12 75 29 115 46 32 - 60 42 Replacement expense 1,724 644 - - 3,238 - - - 5,606 Per occupied unit 13 10 - - 9 - - - 8 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - - Total Operating Expenses 28,507 17,393 13,262 8,148 96,094 9,504 2,848 6,571 182,327 Per occupied unit 210 281 288 340 256 272 190 411 257 Summary Revenue and Expenses Total Operating Income 85,481 34,974 32,595 16,551 297,829 22,374 8,510 10,427 508,741 Total Operating Expenses 28,507 17,393 13,262 8,148 96,094 9,504 2,848 6,571 182,327 Monthly Net Operating Income 56,975 17,581 19,333 8,403 201,735 12,870 5,662 3,856 326,413 Per occupied unit 419 284 420 350 538 368 377 241 460 FYTD Net Operating Income* 58,699 18,224 19,333 8,403 204,973 12,870 5,662 3,856 332,019 Previous Fiscal Year NOI (6/30/2022)*332,813 91,677 51,871 26,170 1,055,463 81,422 (1,445) 8,946 1,646,918 NEIGHBORS * For comparison purposes, Net Operating Income YTD excludes all capital expenditures and corresponding reimbursement, as those are typically paid from replacement reserve funds and/or bond funds at this time (not PDHA revenue). 08/01/2022 Page 10 of 11 Rpt #2 Multi-Family 7.22 REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jul-22 "SENIOR PROPERTIES"REPORTED BY: Teresa Vakili REPORT DATE: 8/1/2022 CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR.TOTALS OF OCCUPANT UNITS 30 73 72 27 150 15 14 381 REVENUE VERY LOW: Up to 50% Occupied units 26 49 59 21 116 12 10 293 Total rental income 10,638 23,740 20,210 7,904 46,752 5,356 4,201 118,801 Per occupied unit 409 484 343 376 403 446 420 405 LOWER: 51% --> 80% Occupied units 2 20 11 4 24 2 2 65 Total rental income 1,422 17,913 8,296 3,461 18,982 1,556 1,357 52,987 Per occupied unit 711 896 754 865 791 778 679 815 MODERATE: 81% --> 120% Occupied units 1 2 1 2 7 1 - 14 Total rental income 1,509 2,539 1,062 2,284 8,560 1,044 16,998 Per occupied unit 1,509 1,270 1,062 1,142 1,223 1,044 1,214 Summary Income: Rental 13,569 44,192 29,568 13,649 74,294 7,956 5,558 188,786 Other Income: Laundry 12 - 72 - 477 - - 562 Other 167 (2,189) (1,411) (225) 2,714 - - (945) Total operating income 13,748 42,003 28,229 13,424 77,485 7,956 5,558 188,403 Occupied Units 29 71 71 27 147 15 12 372 Income per occupied unit 474 592 398 497 527 530 463 506 EXPENSES Operating Expenses: Payroll 2,590 6,311 6,386 2,331 9,503 1,483 1,170 29,773 Per occupied unit 89 89 90 86 65 99 97 80 Administrative 1,447 3,762 4,202 1,328 7,296 755 699 19,489 Per occupied unit 50 53 59 49 50 50 58 52 Advertising/promotion - - - - - - - - Per occupied unit - - - - - - - - Contract services 963 180 2,875 1,563 5,275 548 370 11,774 Per occupied unit 33 3 40 58 36 37 31 32 Utility services 394 1,533 931 206 4,456 224 189 7,932 Per occupied unit 14 22 13 8 30 15 16 21 Maintenance 3,826 1,499 3,719 2,535 10,898 688 - 23,165 Per occupied unit 132 21 52 94 74 46 - 62 Replacement expense - - - - 5,189 1,038 - 6,227 Per occupied unit - - - - 35 69 - 17 Capital expense - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 9,220 13,284 18,113 7,964 42,617 4,736 2,427 98,361 Per occupied unit 318 187 255 295 290 316 202 264 Summary Revenue and Expenses Total Operating Income 13,748 42,003 28,229 13,424 77,485 7,956 5,558 188,403 Total Operating Expenses 9,220 13,284 18,113 7,964 42,617 4,736 2,427 98,361 Monthly Net Operating Income 4,527 28,719 10,116 5,460 34,868 3,221 3,131 90,042 Per occupied unit 156 404 142 202 237 215 261 242 FYTD Net Operating Income* 4,527 28,719 10,116 5,460 40,057 4,258 3,131 96,269 Previous Fiscal Year NOI (6/30/2022)* (22,296) 123,967 (43,854) (16,993) 246,684 (18,760) 6,905 275,653 * For comparison purposes, Net Operating Income YTD excludes all capital expenditures and corresponding reimbursement, as those are typically paid from replacement reserve funds and/or bond funds at this time (not PDHA revenue) 08/01/2022 Page 11 of 11 Rpt #2 Senior 7.22 Palm Desert Housing Authority Project Report August 2022 1 California Villas - 141 Units 77-107 California Drive • Completed two (2) make ready units which include painting, cleaning and maintenance • Mold remediation and renovation in unit #H-7 complete • Replaced breaker in main panel that controls unit #G-5 • Repaired and refinished tub and enclosure in the bathroom of unit #C-8 • Repaired and refinished vanity in the bathroom of unit #I-6 • Replaced failed underwater LED light fixture and broken skimmer baskets for the pool • 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 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 22 0 / 0 0 / 0 0 0 Candlewood - 30 Units 74-000 Shadow Mountain Drive • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Repaired electrical outage in unit #2, installed two (2) new 15 amp breakers • Replaced pool pump filter, cartridge and tank lid O-ring • 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 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 29 0 / 0 0 / 0 0 0 Carlos Ortega Villas – 73 Units 77-915 Avenue of the States • Completed two (2) make ready units which include painting, cleaning and maintenance • Replaced shower tiles separating at grout joints in the shower of unit #301 due to improper installation • Repaired a ½ inch copper line leaking from water heater room for Building 4 • Replaced shower valve cartridge in the bathroom of unit #401 • Detailed clubhouse, office, pool and laundry rooms • Cleaned debris and leaves around sidewalks, parking lots and carports 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 15 0 / 0 2 / 0 0 0 Palm Desert Housing Authority Project Report August 2022 2 Catalina Gardens - 72 Units 73-600 Catalina Way • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Replaced water heater in unit #B-4 • Cleaned air ducts in unit #G-4, previous resident was a heavy smoker • Replaced A/C in unit #N-1, had multiple leaks and could not be repaired • Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room • Cleaned debris and leaves around walkways, carports, dumpster and enclosures 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 35 0 / 0 0 / 0 0 0 Desert Pointe - 64 Units 43-805 Monterey Avenue • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Irrigation repair West of the laundry room, South of the pool area and by parking #43 • Detailed laundry rooms • Cleaned and detailed mailbox area, pool area and furniture • Cleaned debris and leaves around walkways, dumpster area, parking lots and carports 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 9 0 / 0 0 / 0 0 0 Laguna Palms - 48 Units 73-875 Santa Rosa Way • Repaired and refinished tub and enclosure in the bathroom of unit #22 • Renovation in unit #43 in progress • Replaced PTAC in units #43 and #45 • Irrigation repair by unit #17, pool area and North of leasing office • Detailed laundry • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed laundry, pool area, dumpsters and enclosures 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 20 0 / 1 1 / 1 1 1 Palm Desert Housing Authority Project Report August 2022 3 La Rocca Villas - 27 Units 72-135 Golden Eagle Lane • Replaced broken refrigerator in unit #42175 • Steam cleaned carpet in the clubhouse and cleaned grouts and tiles in both restrooms • Detailed clubhouse, restrooms and laundry room • Cleaned walkways, benches, lamp posts, exterior light fixtures and carports throughout the property • Cleaned debris and leaves around walkways, dumpster areas, parking lots and carports 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 10 0 / 0 0 / 0 0 0 Las Serenas - 150 Units 73-315 Country Club Drive • Completed two (2) make ready units which include painting, cleaning and maintenance • Converted tub into walk in shower in the bathroom of units #132 and #155, reasonable accommodation • Repaired and refinished kitchen counter, bath vanity, tub and enclosure in unit #176 • 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 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 72 0 / 0 3 / 2 0 0 Neighbors - 24 Units 73-535 Santa Rosa Way • Replaced broken refrigerator in unit #9 • Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures • De-webbed, cleaned debris and leaves throughout the property 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 7 0 / 0 0 / 0 0 0 Palm Desert Housing Authority Project Report August 2022 4 One Quail Place - 384 Units 72-600 Fred Waring Dr. • Completed three (3) make ready units which include painting, cleaning, and maintenance • A/C repair in unit #1916, replaced coil • Replaced two (2) A/Cs in units #802 and #2908 • Repaired and refinished tub and enclosure in the bathroom of units #402 and #2704 • Repaired and refinished kitchen counter, tub and enclosure inside units #1102, #1116, #3102 and #4207 • Replaced tub in the bathroom of units #2508 and #3111 • Replaced shower in the bathroom of unit #3206 • Replaced water damaged ceilings in the bathroom of unit #805 due to upstairs toilet in unit #804 overflowed. Replaced toilet flapper in unit #804 • Replaced water damaged ceiling in the bathroom of unit #601, flooded from leaking pipe behind the shower wall of unit #602. Repaired leaking pipe in unit #602. • Cleaned air duct in unit #911, previous resident was a smoker • Repaired landscape water main leak by Building 30 • Irrigation repair by Building 12 • Repaired broken main line West of pool #4 • Detailed laundry rooms • De-webbed, cleaned debris and leaves throughout the property • Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 147 0 / 0 1 / 1 0 3 Palm Village - 36 Units 73-650 Santa Rosa Way • Detailed laundry • Repaired A/C in units #213 and #214, replaced condenser fan motor • Repaired and refinished tub and enclosure in the bathroom of unit #315 • Replaced horne strobe for fire alarm in ADA unit #319, it didn’t make any sound • Replaced batteries for Building B fire alarm system • Welded a new latch for the main gate • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed stairs, dumpster areas and enclosures 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 2 0 / 0 0 / 0 0 0 Palm Desert Housing Authority Project Report August 2022 5 Pueblos - 15 Units 73-695 Santa Rosa Way • Detailed laundry room • Put new pool furniture • Cleaned and detailed pool, pool furniture, dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout property 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 15 0 / 0 0 / 0 1 0 Sage Crest Senior - 14 Units 73-811 Santa Rosa Way • Detailed elevator • Repaired and refinished tub in the bathroom of unit #12 • Inspected all fire extinguishers • Power washed dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout the property 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 11 0 / 0 0 / 0 0 0 Santa Rosa – 20 Units 73-625 Santa Rosa Way • Detailed laundry room • Concrete treatment due to pet urine damage in unit #3 • Cleaned stairs throughout property • De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 0 0 / 0 0 / 0 0 0 Palm Desert Housing Authority Project Report August 2022 6 Taos Palms - 16 Units 44-830 Las Palmas • Irrigation repair by unit #13 • 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 07/31/22 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 6 0 / 0 0 / 0 0 0 ALL PDHA Properties: • Tree trimming completed for all properties 07/31/22 TOTALS # of Service Request(s) TOTALS #Carpet/Vinyl Replacement Service Request(s) TOTALS #Carpet/Vinyl Replacement Move Out(s) TOTALS #Appliance(s) Replacement Service Request(s) TOTALS #Appliance(s) Replacement Move Out(s) 372 0 / 0 4 / 2 7 0 LAGUNA PALMS UNIT 43 IMPROVEMENTS HOUSING COMMISSION -OCTOBER 12, 2022 Before After AfterBefore After AfterBefore Before After AfterBefore AfterBefore AfterBeforeBefore AfterBefore AfterBefore AfterBefore CITY OF PALM DESERT ATTENDANCE REPORT Advisory Body: Prepared By: Year 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Date 5th 2nd 3rd 6th 4th 1st 13th 10th 14th 12th 9th 14th Buller, Jan P P P P P P P P 0 0 Guinaw, Dennis P P P P P P P P 0 0 Morrison, Melody P A P P P P P P 1 1 Ballard, Gregory E P E P E P P E E E E E 8 0 Marcuse, Carole P P P P P P Resigned 1 0 Ault, Donna P Resigned 1 0 Armstrong, Blair P P 0 0 Juan Mireles Resigned 1 0 Bauer, Kathleen P 0 0 0 0 Palm Desert Municipal Code 2.34.010:0 0 P Present A Absent E Excused -No meeting As of: Meeting Frequency:Housing Commission meets every 2nd Wednesday of the Month Housing Commission Sep-22 Total Absences Total Unexcused Absences Stephanie Estrada, Management Specialist I