HomeMy WebLinkAbout2023-12-13 HC Regular Meeting Agenda Packet
City of Palm Desert Page 1
HOUSING COMMISSION
CITY OF PALM DESERT, CALIFORNIA
AGENDA
City Hall, North Wing Conference Room
73-510 Fred Waring Drive
Palm Desert, CA 92260
Pursuant to Assembly Bill 2449, this meeting may be conducted as a hybrid meeting with
virtual and in-person access to the meeting location.
• To participate via Zoom, use the following link: https://palmdesert.zoom.us/j/82626679090
or call (213) 338-8477, Zoom Meeting ID: 826 2667 9090.
• Written public comment may also be submitted to mlomeli@palmdesert.gov. 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
Calendar 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
October 11, 2023.
Wednesday
December 13, 2023
3:30 p.m.
Regular Meeting
Housing Commission Agenda December 13, 2023
City of Palm Desert Page 2
CONSENT ITEMS HELD OVER: Items removed from the Consent Calendar for separate
discussion are considered at this time.
5. ACTION CALENDAR
A. RECEIVE AND FILE APPROVAL OF A MODIFICATION TO AFFORDABLE HOUSING
COMPLIANCE AND PROPERTY MANAGEMENT SERVICES CONTRACT NO.
HA46390
RECOMMENDATION: Receive and file the Housing Authority Board’s approval of
modifications to Contract No. HA46390 for affordable housing compliance and property
management services for the Authority-owned properties with Falkenberg/Gilliam and
Associates, Inc.
B. RESOLUTION TO AUTHORIZE THE DESTRUCTION OF OBSOLETE HOUSING
AUTHORITY RECORDS
RECOMMENDATION: Recommend that the Palm Desert Housing Authority Board adopt
a Resolution authorizing the destruction of obsolete Housing Authority records pursuant
to the Housing Authority’s adopted Retention Program.
6. INFORMATIONAL REPORTS & COMMENTS
A. RPM MONTHLY REPORTS FOR AUGUST 2023
1. Occupancy Status Report
2. Occupancy & Average Rent Summary
3. Report #1 – Occupancy & Average Rent Statement
4. Report #2 – Net Operating Income Statement
B. RPM MONTHLY REPORTS FOR SEPTEMBER 2023
1. Occupancy Status Report
2. Occupancy & Average Rent Summary
3. Report #1 – Occupancy & Average Rent Statement
4. Report #2 – Net Operating Income Statement
6. Monthly Report
C. RPM MONTHLY REPORT FOR OCTOBER 2023
D. RPM RENOVATION PROJECT REPORTS
1. Las Serenas - Unit 229
2. One Quail Place - Unit 2715
E. HOUSING COMMISSIONERS
F. CITY COUNCIL LIAISON
G. CITY STAFF
H. HOME IMPROVEMENT PROGRAM ACTIVITY REPORTS FOR MONTHS OF
SEPTEMBER THROUGH NOVEMBER 2023
I. ATTENDANCE REPORT
7. ADJOURNMENT: The next Regular Meeting is scheduled for January 10, 2024, at 3:30 p.m.
Housing Commission Agenda December 13, 2023
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.
/s/ Monique Lomeli
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 Office of the City Clerk,
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.palmdesert.gov.
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.
Remote Location: Pursuant to traditional Brown Act teleconferencing requirements, the
teleconference location must be listed on the agenda and be accessible to the public.
Commissioner Morrison may participate remotely from the Carlos Ortega Villas Resident
Services Building located at 77915 Avenue of the States, Palm Desert, CA 92211.
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City of Palm Desert Page 1
HOUSING COMMISSION
CITY OF PALM DESERT, CALIFORNIA
MINUTES
Click HERE to review the meeting video.
Click HERE to access the meeting agenda packet.
1. CALL TO ORDER
A Regular Meeting of the Housing Commission was called to order by Vice-Chair Ballard on
Wednesday, October 11, 2023, at 3:36 p.m., in the North Wing Conference Room, City Hall,
located at 73-510 Fred Waring Drive, Palm Desert, California.
2. ROLL CALL
Present: Commissioners Olivia Docken, Dominic Moore, Melody Morrison*, Vice Chair
Franchon-Marie Siddiq**, and Chair Kathleen Bauer.
*Commissioner Morrison remote participated in accordance with the Brown Act.
**Vice Chair Siddiq arrived at 3:49 p.m.
Absent: Commissioner Jann Buller
Liaison(s)
Present: Mayor Kathleen Kelly, City Council Liaison and Mayor Pro Tempore Karina
Quintanilla, City Council Liaison (Alternate)
Staff
Present: Jessica Gonzales, Housing Manager; Celina Cabrera, Management Analyst; and
Monique Lomeli, Recording Secretary
3. NON-AGENDA PUBLIC COMMENT:
None.
By consensus, the Commission agreed to receive Item 6A before the Consent Calendar.
Wednesday
November 8, 2023
3:30 p.m.
Regular Meeting
Housing Commission Minutes October 11, 2023
City of Palm Desert Page 2
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
4. CONSENT CALENDAR:
MOTION BY COMMISSIONER MORRISON, SECOND BY COMMISSIONER DOCKEN,
CARRIED 5-0, to approve the consent calendar.
A. APPROVAL OF MINUTES
MOTION BY COMMISSIONER MORRISON, SECOND BY COMMISSIONER DOCKEN,
CARRIED 5-0, to approve the Housing Commission Meeting minutes of
July 12, 2023.
CONSENT ITEMS HELD OVER: None.
5. ACTION CALENDAR
A. AUTHORIZE THE USE OF QUILL, LLC., AND NATIONAL SERVICES COMPANY DBA
WAXIE SANITARY SUPPLY FOR THE PURCHASE OF OFFICE, JANITORIAL, AND
SANITARY SUPPLIES FOR THE PALM DESERT HOUSING AUTHORITY FOR
FISCAL YEAR 2023/24
Management Analyst Cabrera presented the staff report and responded to Commission
inquiries.
Following discussion, MOTION BY COMMISSIONER MORRISON, SECOND BY CHAIR
BAUER, CARRIED 5-0, to recommend the Palm Desert Housing Authority:
1. Authorize the use of, and establish an account with, Quill, LLC, for the purchase of
office supplies for the management of the Housing Authority properties pursuant to
Section 3.30.160 (E) of the Palm Desert Municipal Code in an amount not to exceed
$53,700 for Fiscal Year 2023/24.
2. Authorize the use of, and establish an account with, National Services Company dba
Waxie Sanitary Supply for the purchase of janitorial and sanitary supplies for the
Housing Authority properties pursuant to Section 3.30.160 (E) of the Palm Desert
Municipal Code in an amount not to exceed $32,340 for Fiscal Year 2023/24.
A. AWARD OF A MAINTENANCE SERVICES AGREEMENT TO JOHN HARRISON
CONTRACTING, INC. IN AN AMOUNT NOT TO EXCEED $218,500 ANNUALLY FOR
HEATING, VENTILATION, AND AIR CONDITIONING MECHANICAL SYSTEMS
SERVICES AT THE HOUSING AUTHORITY RESIDENTIAL RENTAL PROPERTIES
Management Analyst Celina Cabrera presented the staff report and responded to
Commission inquiries.
Following discussion, MOTION BY COMMISSIONER BULLER, SECOND BY
COMMISSIONER BAUER, CARRIED 4-0, to recommend the Palm Desert Housing
Authority award a Maintenance Services Agreement to John Harrison Contracting, Inc.,
in an amount not to exceed $218,500 annually for heating, ventilation, and air conditioning
mechanical systems services at the Housing Authority residential rental properties.
Housing Commission Minutes October 11, 2023
City of Palm Desert Page 3
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
B. AUTHORIZE AN INCREASE TO THE NOT TO EXCEED AMOUNT FOR HD SUPPLY
FACILITIES MAINTENANCE, LTD., IN THE AMOUNT OF $10,000 FOR FISCAL YEAR
2023/24
Management Analyst Cabrera presented the staff report and responded to Commission
inquiries.
Following discussion, MOTION BY COMMISSIONER DOCKEN, SECOND BY
COMMISSIONER MORRISON, CARRIED 5-0 to Recommend the Palm Desert Housing
Authority authorize an increase of $10,000 to the not to exceed amount of HD Supply
Facilities Maintenance in Fiscal Year 2022/23 for an aggregate amount of $220,000.
C. APPROVE CHANGE ORDER NO. 1 TO CONTRACT HA45140 WITH JACOBSSON
ENGINEERING CONSTRUCTION, INC., FOR THE FURNISHING AND INSTALLATION
OF 10 CARPORTS AT ONE QUAIL PLACE IN THE AMOUNT OF $601,000 (PROJECT
CHA00003)
Management Analyst Cabrera presented the staff report and responded to Commission
inquiries.
Following discussion, MOTION BY VICE CHAIR SIDDIQ, SECOND BY
COMMISSIONER DOCKEN, CARRIED 5-0 to recommend the Palm Desert Housing
Authority:
1. Approve Change Order No. 1 to Contract HA45140 with Jacobsson Engineering
Construction, Inc., for the furnishing and installation of 10 carports at One Quail Place
in the amount of $601,000.
2. Authorize additional 10% contingency in the amount of $60,100 for unforeseen
conditions.
3. Appropriate $661,100 to Account Number No. 8714195-4331100 from the Housing
Authority’s Committed Reserve Funds.
4. Authorize the Executive Director or his designee to take any necessary actions to
facilitate the agreement, to execute the Change Order and any documents necessary
to effectuate the actions taken herewith.
D. AWARD OF CONTRACT FOR AFFORDABLE HOUSING COMPLIANCE AND
PROPERTY MANAGEMENT SERVICES TO FALKENBERG/GILLIAM AND
ASSOCIATES, INC., FOR A FIVE-YEAR TERM, WITH AN INITIAL ANNUAL COST
FOR CALENDAR YEAR 2024 IN AN AMOUNT NOT TO EXCEED $655,032
Housing Manager Gonzales presented the staff report and responded to Commission
inquiries.
Following discussion, MOTION BY COMMISSIONER DOCKEN, SECOND BY VICE
CHAIR SIDDIQ, CARRIED 5-0 to recommend the Palm Desert Housing Authority:
1. Approve the award of contract for Affordable Housing Compliance and Property
Management Services for the Authority-owned properties to FalkenBerg/Gilliam and
Associates, Inc., for a five (5) year term, with an initial cost for calendar year 2024 in
an amount not to exceed $655,032 with prescribed allowable increases for subsequent
years as noted in the contract.
Housing Commission Minutes October 11, 2023
City of Palm Desert Page 4
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
2. Authorize staff to finalize a contract (also referred to as the “Agreement”) with
Falkenberg Gilliam & Associates, Inc., consistent with the terms of the RFP with non-
substantive modifications concurred upon by the Executive Director and legal counsel.
3. Authorize an appropriation in the amount of $13,368 from the Housing Authority’s
Unobligated Fund Balance to the appropriate professional service accounts.
4. Authorize the Chairperson to execute the Agreement and the Executive Director to
execute any documents necessary to facilitate the contract award and implementation.
6. INFORMATIONAL REPORTS & COMMENTS
A. RPM MONTHLY REPORTS FOR JUNE 2023
RPM representative Teresa Valkili presented the following reports for the months of April
and responded to Commissioner inquiries:
1. Occupancy Status Report
2. Occupancy & Average Rent Summary
3. Report #1 – Occupancy & Average Rent Statement
4. Report #2 – Net Operating Income Statement
5. Palm Desert Housing Authority Monthly Project Report
B. RPM MONTHLY REPORTS FOR JULY 2023
RPM representative Teresa Valkili presented the following reports for the months of April
and responded to Commissioner inquiries:
1. Occupancy Status Report
2. Occupancy & Average Rent Summary
3. Report #1 – Occupancy & Average Rent Statement
4. Report #2 – Net Operating Income Statement
5. Palm Desert Housing Authority Monthly Project Report
C. RPM MONTHLY PROJECT REPORT FOR AUGUST 2023
RPM representative Teresa Valkili provided a verbal summary of the August project report
included in the agenda materials. This item was informational only and no action was
taken.
D. RPM RENOVATION AND STORM REPAIR UPDATE
RPM representative Teresa Valkili narrated a PowerPoint presentation, included in
agenda materials, detailing the repairs of damages caused by Hurricane Hilary. This item
was informational only and no action was taken.
E. HOUSING COMMISSIONER REPORTS
Chair Bauer reported a positive experience with the Civic Academy and encouraged
Commissioners to attend concerts in the park and Farmer’s Market.
F. CITY COUNCIL LIAISON
City Council Liaison Mayor Kelly welcomed new Commissioners Docken and Moore and
reported that the City Council is collaborating with Southern California Association of
Governments (SCAG) to explore grant funding for the infrastructure necessary for future
housing projects to include a full range of price points.
Housing Commission Minutes October 11, 2023
City of Palm Desert Page 5
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
G. CITY STAFF
1. Housing Manager Gonzalez announced the City’s 50th Anniversary celebration
scheduled for November 18, 2023, and provided an update on the Home Improvement
Program.
2. Social Services Coordinator Austin provided an update on the City’s Homelessness
Program and responded to Commissioner inquiries. This item was informational only
and no action was taken.
3. Project Manager Ennis presented a PowerPoint presentation regarding Neighbors and
Las Serenas and responded to Commissioner inquiries. This item was informational
only and no action was taken.
H. 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 4:42 p.m.
Respectfully submitted,
Monique Lomeli, Senior Deputy Clerk
Recording Secretary
ATTEST:
Jessica Gonzales, Housing Manager
Secretary
APPROVED BY THE HOUSING COMMISSION: __/__/2023
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PALM DESERT HOUSING COMMISSION MEETING
Wednesday, December 13, 2023
The attached staff report is being provided as a Receive and File Item. This item was
presented to the Housing Authority Board on November 16, 2023.
RECOMMENDATION:
Receive and file the Housing Authority’s approval modifications to Contract No. HA46390
for Affordable
Housing Compliance and Property Management Services for the Authority -owned
Properties with Falkenberg/Gilliam and Associates, Inc.
Page 1 of 2
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: November 16, 2023
PREPARED BY: Jessica Gonzales, Housing Manager
REQUEST: APPROVE A MODIFIED CONTRACT FOR AFFORDABLE HOUSING
COMPLIANCE AND PROPERTY MANAGEMENT SERVICES WITH
FALKENBERG/GILLIAM AND ASSOCIATES, INC.
RECOMMENDATION:
Approve modifications to contract for Affordable Housing Compliance and Property Management
Services for the Authority-owned Properties with Falkenberg/Gilliam and Associates, Inc.
BACKGROUND/ANALYSIS:
On October 12, 2023, the Authority Board approved the award of contract for Affordable Housing
Compliance and Property Management Services for the Authority Owned Properties to
Falkenberg/Gilliam and Associates, Inc. (“FGA”).
Staff and FGA have been working through the terms of the final version of the contract. FGA has
requested modifications to the terms of the insurance requirements of the contract to bring them in
line with industry standards, as well as to accommodate the ageing of the facilities and their current
state.
After further discussion with FGA and consultation with City Attorney, City Manager and the
City/Authority Joint Powers Insurance Authority (“JPIA”), the Authority agreed to the following
changes:
Agreement
Section
Original Term Requested
Modification
Agreed Upon Modification
24 FGA indemnifies
City/Authority
City/Authority
adds FGA as
additional
insured on
City/Authority
policy.
FGA now indemnified by City/Authority except for
losses arising out of FGA’s sole negligence, gross
negligence, or willful misconduct, or for claims
covered by insurance required by section 25 and with
caveat that FGA must provide minimum weekly
reporting on exterior condition and bi-annual report
on unit interiors.
25 (a)
General Liability
(GL) Required at
$2M/$4M plus $5M
umbrella
No GL
Requirement
No GL Requirement (coverage instead provided by
City/Authority) with caveat that FGA must provide
minimum weekly report on exterior condition and bi-
annual report on unit interiors.
25 (c)
Professional
Liability (Errors and
Omissions) $1M
No change Increased PL Requirement to $2M per claim.
25G (new) N/A N/A
Add Employment Practices Liability at $1M/$2M to
cover discrimination, wrongful termination,
harassment and/or other employment-related claims.
Palm Desert Housing Authority
Approve Modified Contract with Falkenberg/Gilliam & Associates, Inc.
Page 2 of 2
Adding indemnification by City/Authority in favor of FGA acknowledges the concerns of aging of the
properties, that internal staff has been and will continue to be addressing to ensure all deferred
maintenance is managed. It is also agreed that the Authority will include FGA as additionally insured
on its liability coverage except for losses arising out of FGA’s sole negligence, gross negligence, or
willful misconduct, to the extent that weekly reporting on exterior conditions and bi-annual unit
interiors are provided; to ensure maintenance efforts are on target. This will negate the need for the
extra General Liability coverage requested from FGA and is consistent with other local housing
authority requirements. In return, FGA has agreed to double their errors and omission coverage
from $1M to $2M per claim and add employment practices liability insurance in the amount of $2M
to ensure the City is adequately indemnified against claims arising from FGA controllable practices.
This negotiation and evolution of coverages is being recommended to the Authority as a reasonable
middle ground and acknowledgment of risk by both parties.
Additionally, to enable a smooth transition of property management responsibilities from RPM
Company (“RPM”), the current property manager, to FGA, an addendum has been agreed to with
FGA.
Staff recommends approval of the modifications to the insurance requirements as listed and agreed
to by all parties, including the addendum.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Appointed Body Recommendation:
The November 15, 2023, Housing Commission meeting was canceled due to lack of quorum,
therefore this item will be considered as a receive and file at its next regular meeting on
December 13, 2023.
FINANCIAL IMPACT:
The cost to add FGA as additionally insured under the Authority’s liability policy is estimated at
$171,000 per year. Upon execution of the final version of the agreement, staff will analyze all
changes and determine if an appropriation is necessary from the Housing Authority fund balance. If
one is necessary, staff will request one at midyear. There is no direct financial impact to the General
Fund from this action.
ATTACHMENTS:
1.Draft Management Services Agreement
2.Addendum to Management Services Agreement
All other terms of the agreement remain in full effect unless negotiated and approved by the Executive
Director, pursuant to October 12, 2023 action.
DRAFT for DISCUSSION
Page 1 of 39
AGREEMENT FOR PROPERTY MANAGEMENT SERVICES
THIS AGREEMENT FOR PROPERTY MANAGEMENT SERVICES (this
“Agreement”) is made and entered into as of ________________, 2023, by and between
the PALM DESERT HOUSING AUTHORITY, a public body, corporate and politic having
a principal place of business at 73-510 Fred Waring Drive, Palm Desert, California, (the
"Authority") and Falkenberg/Gilliam and Associates, Inc., a California Corporation, having
a principal place of business at 1560 W. Colorado Boulevard, Pasadena, CA 92270 (the
"Manager"). The Authority and the Manager may be referred to herein individually as a
"Party" and collectively as the "Parties."
RECITALS
A.The Authority is a public body, corporate and politic, designated to be the
operator of those certain real properties described on Exhibit A attached hereto and
incorporated herein by this reference (the "Properties").
B.The Manager is engaged in the business of managing, maintaining, repairing,
operating and leasing apartment buildings, and has represented to the Authority that the
Manager is experienced and competent in said business.
C. The Authority and the Manager desire to enter into this Agreement.
NOW, THEREFORE, in consideration of the foregoing premises and of the mutual
and dependant covenants contained in this Agreement, the Parties agree as follows:
1.Effective Date. The effective date of this Agreement (the "Effective Date")
shall be January 1, 2024.
2.Appointment. The Authority hereby appoints the Manager and the
Manager accepts appointment as the manager of the Properties on the terms and
conditions set forth in this Agreement. The Parties acknowledge and agree that this
Agreement is only a Management Agreement between the Parties, that the Parties are
not joint venturers or partners, and that the Manager shall not be deemed to be an
employee of the Authority. The Manager shall at all times be an independent
contractor. The Manager agrees and covenants that it is not entitled to and will not take
any tax position that is inconsistent with being a service provider to the Authority with
respect to the Properties. By way of example only, the Manager hereby agrees and
covenants that it will not claim any depreciation or amortization deduction, investment
tax credit, or deduction for any payment of rent with respect to the Properties or any
portion thereof.
3.Professional Management Standards and the Administrative Plan.
(a) The Manager agrees to exert its best efforts, to furnish the services
DRAFT for DISCUSSION
Page 2 of 39
of its organization, and to exercise the highest degree of professional competence in
managing the Properties and to provide the Authority with the economic return consistent
with proper management under the guidelines provided by Authority for affordable
housing.
(b) The Manager shall manage, maintain, repair, operate and lease the
Properties consistent with other multi-unit apartment complexes or similar type properties
in the surrounding vicinity with comparable facilities and amenities.
(c) Notwithstanding the authority granted to the Manager by this
Agreement, the Manager agrees to abide by those standards and instructions that
Authority may issue from time to time in connection with the Administrative Plan (the
“Administrative Plan”). In the event of any inconsistency between this Agreement and the
Administrative Plan, this Agreement shall control. The Administrative Plan adopted by
Resolution No. HA-100, a copy of which shall be on file with the City Clerk, and any
amendments thereto, include the statements of policies of the Authority for the purpose
of property operations.
(d) The Manager hereby covenants and agrees to use the Manager's
best efforts to actively manage, maintain, repair, operate and lease the Properties at their
maximum potential, considering the Authority’s guidelines for affordable housing and the
Administrative Plan. Manager will provide copies of any procedural manuals created for
the purpose of implementing said Administrative Plan.
(e) The Manager shall be responsive to all tenant requests and concerns
in a timely manner and shall make its best efforts to satisfy tenant requests and concerns
at on-site offices. The Manager shall make its best efforts to notify Authority of tenant
requests and concerns which are likely to be expressed by a tenant directly to the
Authority. The Manager shall establish policies in order to address tenant requests and
concerns and resolution in the event of a dispute in accordance with the Administrative
Plan.
(f) Each of the Properties having sixteen (16) or more units shall have
a member of the Manager’s management s taff that shall live on-site. The Authority shall
not be responsible for furnishings, equipment, postage, utilities, telephone, or such other
ancillary costs of the on-site staff. The specific apartment shall be approved by the
Authority prior to occupancy by staff. All other Properties having less than sixteen (16)
units shall have a caretaker that lives on-site. All Properties will have an emergency
contact available seven days a week, 24 hours a day.
4.Periodic Requirements
The Manager shall perform the following:
(a) Not less than once each week:
DRAFT for DISCUSSION
Page 3 of 39
(i)A member of the Manager’s management staff will walk each
property in its entirety to identify any items of concern that may or may not be visible from
frequently traveled thoroughfare and prepare a detailed report of findings to be provided
to Authority monthly.
(ii) Inspect all mechanical and physical systems located on the
Properties and provide a report to Authority of said inspections monthly.
(b) Not less than once during every calendar month:
(i) Analyze the occupancy level of the Properties.
(ii) Analyze the financial condition of the Properties including,
without limitation, cash flow, income, expenses, and per unit average cost.
(iii) Provide Authority with a report regarding the status of
maintenance and repair projects including those in process, upcoming, completed, and
those that have not been completed or which are recommended and have not yet been
implemented, and which are to be carried over to the next fiscal year.
(c) Not less than once annually on or before February 1st:
(i) Prepare and deliver to Authority a comprehensive financial
budget plan (Plan), described in Section 18, including reserve accounts where applicable,
for the Properties for the upcoming fiscal year operations July 1 to June 30.
(ii) Examine the general condition of the Properties, prepare a list
of needed repairs and maintenance, and deliver that list to Authority along with the
estimated costs for review. Once reviewed by Authority, incorporate estimations into the
Plan. Said list will include all items identified by the Manager and be prioritized by the
Manager in order of necessity. (i.e. Critical, Health and Safety, Necessary, Preventative,
etc.)
(d) The Manager will notify Authority of work, supplies, services,
maintenance, or repairs (emergency or otherwise) that were not included in the current
operating budget but that may be necessary prior to the next operating budget year:
(i) In December of each year, the Manager will provide Authority
a report of necessary budget adjustments to be made for work that was pre-approved by
the Authority and estimates of anticipated work that is necessary.
(ii) In the event there are items that have not been included in the
Plan or in Section 4(d)(i), above, then as necessary, the Manager will provide a report of
those items by priority to the Authority. Authority staff will determine whether said
requests should be forwarded as a special item to the Palm Desert Housing Commission
(the “Authority Board”).
DRAFT for DISCUSSION
Page 4 of 39
(e) On the basis of the information gathered pursuant to Sections (a)-(d)
of this Section 4, the Manager shall recommend in writing amendments and updates to
the Administrative Plan at least once annually. The proposed amended Administrative
Plan, together with any recommendations of the Manager for achieving maximu m
economic return of the Properties in light of the affordable housing requirements of the
Properties, shall be submitted to the Authority. The Manager will continually review the
Administrative Plan for the purpose of keeping the Authority advised of necessary or
desirable changes.
(f) Crime-Free Multi Housing Program. Throughout the term of this
Agreement, the Manager covenants and agrees to participate in and fully complete the
City’s Crime-Free Multi Housing Program for the Properties. Evidence of compliance with
this requirement shall be forwarded annually to the Authority within said twelve (12) month
period.
5.Determination of Performance Criteria. The Parties have developed
various performance criteria categories which will be used to evaluate the performance
of the Manager. Such performance criteria categories are described on Exhibit G
attached hereto and incorporated herein by reference.
6.Term. The Parties agree that the term ("Term") of this Agreement shall be
for 60 months, commencing January 1, 2024 and ending December 31, 2028, and may
be extended in accordance with the provisions of Section 28 below. Following the initial
term of the contract, the Authority may opt to extend the contract for two (2) additional
terms of three (3) years each term and expiring December 31, 2034. Contract extensions
may be exercised contingent upon satisfactory performance and at the sole discretion of
the Housing Authority, and in accordance with the provisions of Section 28 below.
Notwithstanding the foregoing, Manager shall have the right to enter the Properties during
the Transition Period, pursuant to the terms of that certain Management Transition
Addendum to Agreement for Property Management Services (the “Addendum”), attached
hereto and incorporated herein by reference.
7.On-Site Management Office. The Authority shall provide adequate space
on the Properties for a management office in accordance with Exhibit C attached hereto
and incorporated herein by this reference. The Manager shall prepare and submit
designs and budget for pre-approval to furnish and/or refurbish the management offices.
The Authority shall pay all approved expenses related to such office, including, but not
limited to, furnishings, equipment, postage, office supplies, electricity, telephone,
answering service, and security monitoring services, if any. The Authority shall retain
ownership of all of the foregoing purchases.
8.Information on the Properties. The Manager acknowledges that it has been
furnished with any available building plans and specifications as well as environmental
reports, if available, for each of the Properties. The Manager also acknowledges that it
has received copies of any available manufacturer's preventive maintenance schedules,
guarantees and warranties pertinent to the fixtures, mechanical equipment, and
appliances used in the operation of the Properties. The Manager shall maintain files for
DRAFT for DISCUSSION
Page 5 of 39
each of the Properties with current plans and specifications, environmental reports,
manufacturer's preventive maintenance schedules, guarantees and warranties pertinent
to any new installations, repairs, fixtures, appliances as well as any equipment, used in
the operation of the Properties.
9.Familiarity With Equipment. The Manager has become thoroughly familiar
with the character, location, construction, layout, plan and operation of the Properties,
and especially of the electrical, heating, plumbing, air conditioning and ventilation
systems, and all other mechanical equipment, and the Manager shall maintain such
familiarity.
10.Leasing. The Manager will act as the Authority's exclusive agent in leasing
the dwelling units (each, a “Unit”, and collectively, the "Units") in the Properties. The
following provisions will apply:
(a) The Manager shall use all reasonable efforts to keep the Properties
leased by procuring tenants for the Properties and negotiating and executing on behalf of
the Authority all leases for the Units. The Manager is authorized to enter into and execute
initial leases with tenants for a minimum term of six (6) months and a maximum term of
12 months without the further written approval of the Authority. The Authority shall provide
the Manager with income and rent guidelines for each of the Properties annually or as
frequently as Department of Housing and Community Development (“HCD”) issues
adjustments to the Riverside County Median Income levels. Such guidelines shall include
a provision for utility allowances, if applicable, as set by the Riverside County Housing
Authority which are in effect at the time the rents are established. Any lease for a shorter
or longer period shall require the prior written consent of the Authority. The Manager shall
also submit to the Authority copies of all notices terminating any tenant leases and all
notices to vacate served on any tenant prior to the expiration of the lease term or after
the expiration of the lease term if tenancy has converted to month-to-month, together with
an explanation for the applicable notice. The Manager shall provide Authority with the
equipment detail of each Unit annually for the purpose of determining the proper utility
allowances by March 1st of each year.
(b) The Manager shall lease all the Units in accordance with the terms
of this Agreement, in compliance with all applicable federal, state, and local laws, in
accordance with the Administrative Plan and any further direction from the Authority.
(c) The Manager will be responsible for screening and selection of
existing and prospective tenants in accordance with affordable housing guidelines and
applicable federal, State and local laws. The Manager will follow the tenant selection
policy described in the Administrative Plan and will show the Properties to all prospective
tenants who qualify under the Authority’s affordable guidelines based on the waiting list
policy and Unit availability.
(d) The Manager will prepare and verify eligibility certifications and
recertifications in accordance with the guidelines established by the Authority. Rents will
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be adjusted pursuant to the Rent Setting Policy of the Authority adopted by Resolution
HA-62, a copy of which shall be on file with the City Clerk, and any amendments thereto.
(e) The Manager shall not decline to lease any Unit on the Properties to
a prospective tenant, or otherwise discriminate, on the basis of race, color, national origin,
ancestry, sex, gender, gender identity, gender expression, religion, physical or mental
disability, genetic information, marital status, familial status, sexual orientation, or any
other classification then protected by law.
(f) Prior to executing any lease with a tenant, the Manager shall obtain
the written consent of the prospective tenant to perform a complete background check,
and shall perform same, including: (1) investigate the financial ability and history of the
prospective tenant to pay rent, (2) perform necessary credit checks, (3) obtain references
from employers and prior landlords, (4) verify the income of tenants as specified in the
Administrative Plan, (5) verify all matters that are required to be checked by federal and/or
state law, in accordance with the type of affordable funding involved, and (6) verify those
matters that may and should be checked to ensure and promote the safety and welfare
of all tenants of the Properties, the Manager’s staff and the public. A non -exclusive list of
the required and permissive verifications, consent language and sampling of reputable
online resources are set forth in Exhibit K, as may be modified by changes in applicable
law. The Manager shall comply at all times with applicable federal, state and local law in
all aspects of the tenant screening and application process.
11.Security Deposits. The Manager will collect, deposit, and disburse security
deposits in accordance with the terms of each tenant's lease. The amount of each
security deposit will be as specified in the Administrative Plan or applicable law. The
collection and disbursement of security deposits will also be governed by the then
applicable state and local laws. All tenant security deposits will be placed in one or more
trust accounts separate from all other accounts and funds of the Manager and/or the
Authority. The security account or accounts will be established at a bank as specified by
the Authority whose deposits are insured by an agency of the United States government.
The security deposit account or accounts will be carried in the Authority's name and
designated on record as “PDHA Security Deposit Account” and in addition, the Director
of Finance of the City of Palm Desert (the "Director of Finance"), his/her designees, and
up to four designated representatives of the Manager shall be included as signatories to
the security deposit account or accounts. The balance of the security deposit account or
accounts shall not be used to pay general operating expenses without the written consent
of the Authority. Notwithstanding the foregoing, security deposits received must be
documented and accounted for at all times and the Manager must comply with any
applicable state and local laws concerning interest payments on security deposits. The
number and structure of security deposit accounts is set forth in Exhibit D attached hereto
and incorporated herein by this reference.
12.Collection of Rents and Other Receipts. The Manager will collect when due
all rents, charges and other amounts receivable on the Authority's account in connection
with the management, maintenance, repair, operation, and leasing of the Properties.
Such receipts (except for tenants’ security deposits, which will be handled as specified in
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Section 11 above) will be deposited in an account or accounts (the “General Operating
Account”), separate from all other accounts and funds, of the Manager, at the bank as
specified by the Authority whose deposits are insured by an agency of the United States
Government. This account or accounts will be carried in the Authority's name and
designated on record as “PDHA General Operating Account" and in addition, the
Financial Operations Manager, the Director of Finance, his/her designees, and up to four
designated representatives of the Manager shall be included as signatories to this
account, or accounts. The number and structure of operating accounts is set forth in
Exhibit D attached hereto and incorporated herein by this reference.
13.Enforcement of Leases. The Manager will ensure full compliance by each
tenant with the terms of that tenant's lease. Involuntary termination of tenancies shall
comply with all applicable laws and regulations. The Manager is designated as the
Authority’s agent with the right to enter and take possession of the Units, in accordance
with applicable law, and shall lawfully terminate any tenancy when, in the Manager's
reasonable judgment, sufficient cause (including, but not limited to, nonpayment of rent)
for such termination occurs under the terms of the tenant's lease. For this purpose, the
Manager is authorized to consult with legal counsel qualified to bring unlawful detainer
actions and to execute notices to vacate and judicial pleadings incident to such actions.
The Manager shall keep the Authority informed of such actions and follow such direction
as the Authority may provide for the conduct of any such action. Attorney’s fees and costs
incurred in connection with unlawful detainer actions will be paid out of the General
Operating Account as an expense of the Properties. Notwithstanding the foregoing, the
Manager is at all times ultimately responsible for the enforcement of leases. Payment by
the Authority of legal fees and costs incurred in connection with unlawful detainer actions
does not create an attorney-client relationship between the Authority and the Manager’s
unlawful detainer legal counsel.
14.Maintenance and Repair. The Manager will maintain the Properties in
good, clean, safe and sanitary condition in accordance with the Administrative Plan and
local codes and in a condition acceptable to the Authority at all times. This will include,
but not be limited to, cleaning, painting, plumbing, grounds care, and such other
maintenance and repair works as may be necessary, subject to any limitations imposed
by the Authority in addition to those contained herein. The Manager will ensure all
vendors maintain the required licensing, insurance, permits, and approvals for any work
performed in accordance with this Agreement, as well as all local, state, and federal codes
and regulations. The Manager will maintain an on-site property entry log for all vendors.
Incident thereto, the following provisions will apply:
(a) The Manager will complete preventative maintenance activities in the
most cost effective and efficient manner as possible, while maintaining the quality of the
Properties.
(b) The Manager will contract in compliance with Section 21 hereof with
qualified independent contractors for the maintenance and repair of roofs, air-conditioning
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and heating systems, and for extraordinary repairs beyond the capability of regular
maintenance employees.
(c) The Manager is aware of the requirements of California Labor Code
Section 1720 et seq., 1770 et seq., and 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 “public works” and “maintenance”
projects. The projects performed under this contract may be subject to compliance
monitoring and enforcement by the Department of Industrial Relations. If the services are
being performed as part of 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 Manager agrees to fully comply with such Prevailing Wage Laws, including but not
limited to requirements related to public works contractor registration and maintenance
and submittal of certified payroll records. The Authority shall provide the Manager with a
copy of the prevailing rates of per diem wages in effect at the commencement of this
Agreement. The Manager shall make copies of the prevailing rates of per diem wages
for each craft, classification or type of worker needed to execute the services and shall
post copies of the Manager’s principal place of business and at the project site. The
Manager shall defend, indemnify, and hold the Authority, its elected official officers,
employees, and agents free and harmless from any claim or liability arising of any failure
or alleged failure to comply with the Prevailing Wage Laws.
(d) The Manager will systematically receive and investigate all service
requests from tenants, take such action thereon as may be warranted and will keep
records of the same. Service requests will be addressed within four working days;
provided, however, emergency requests will be received and serviced on a 24-hour basis.
The Manager shall promptly investigate and respond to serious complaints as
appropriate, and shall comply with all applicable federal and state laws in connection with
same, including but not limited to the requirements of the Fair Employment and Housing
Act and other applicable fair housing laws, and shall promptly report such complaints and
the Manager’s response thereto to the Authority. The Manager shall advise tenants to
report to law enforcement all complaints involving actual or threatened criminal activity.
The Manager shall provide the Authority with a monthly summary of all serious complaints
received by the Manager. This summary shall include a brief description of each
complaint and the Manager’s response thereto.
(e) The Manager is authorized to purchase while complying with the
provisions of Section 21, on behalf of the Authority, all materials, equipment, tools,
appliances, supplies and services necessary for proper maintenance and repair. The
Authority shall retain ownership of all said materials, equipment, tools, appliances and
supplies.
(f) Notwithstanding any of the foregoing provisions, the prior written
approval of the Authority will be required for any maintenance or repair project in which
the overall cost is expected to exceed $15,000 for labor, materials, and/or otherwise in
connection with the maintenance and repair of the Properties. This limitation does not
apply to recurring expenses within the limits of the operating budget or to emergency
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repairs involving manifest danger to persons or property, or that are required to avoid
suspension of any necessary service to the Properties. In the latter event, the Manager
will inform the Authority in writing of the facts as promptly as possible. For purposes
herein, “recurring expenses” shall include utilities, pest control, laundry services, pool
services, courtesy patrol, regulatory permits, and vermin extermination.
(g) The Manager shall enter into all service contracts (such as pool
maintenance/repair, laundry, vermin extermination and landscape maintenance) in
accordance with Section 21 and maintain all required permits and approvals on
equipment, pools, facilities, etc. for each of the Properties.
(h) The Manager shall not undertake any work of construction or any
work which would modify or change the exterior of any building or grounds.
15.Utilities and Services. The Manager will make arrangements for water,
electricity, gas, sewage and trash disposal, telephone and cable service for the
Properties. The Manager will enter into such contracts as may be necessary to secure
such utilities, acting as Manager for the Authority.
16.Employees.
(a) All personnel of the Manager involved with the management,
maintenance, repair, operation or leasing of the Properties will be employees of the
Manager and will be hired, paid, directed, supervised, and discharged by the Manager.
The Manager will provide sufficient resources (staff and/or services) in order to fulfill its
obligations to the Authority under the terms of this Agreement. All costs associated with
hiring and discharging of such employees will be borne by the Manager. The Manager
warrants that it has established employment policies in accordance with employment laws
and said policies include a drug free workplace or similar substance abuse policy, a zero-
tolerance violence in the workplace policy and all other policies mandated by state and
Federal law. The Manager warrants that all of its employees meet all qualifications,
licensing and code requirements, applicable to completing assigned tasks. The Manager
warrants that training will be provided to employees as may be required by local, state or
federal law and will be conducted by an individual or entities qualified to provide such
training. It is understood that, subject to sub-Sections (b) and (c), below, all direct costs
associated with employees working "on-site" and specifically identified on Exhibit F will
be borne by the Authority to include their direct salary (but not bonuses), Social Security
taxes, employment taxes, medical insurance, Pension Plan, Worker's Compensation,
uniforms, Housing allowance and other benefits (if applicable). The Authority shall have
the right to interview and approve the hiring of any prospective site managers or regional
(non-site specific) staff included in Exhibit “F”. Only the cost of those positions set forth
on Exhibit F shall be paid by the Authority. Positions may be added, deleted or modified
from Exhibit F based on property need with approval of the Manager and the Executive
Director of the Authority. Notwithstanding the foregoing, all personnel of the Manager are
exclusively the employees of the Manager, and not of the Authority.
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(b) The Manager shall have full and exclusive responsibility and liability
for payment of all federal, state and local payroll taxes and for contributions for
unemployment insurance, Social Security (FICA) and other benefits imposed or assessed
under any provision of law or by regulation, and which are measured by salaries, wages,
or other remuneration paid or payable by the Manager to its employees engaged in any
work in connection with this Agreement or indicated herein, for the payment of which the
Authority will reimburse the Manager, subject to the written approval of the Finance
Director. The Manager shall have full and exclusive responsibility and liability for the
withholding and payment of any income taxes required to be withheld from the wages or
salaries of said employees under any provision of law or regulation. The Manager agrees
to save and hold the Authority harmless from all claims for penalties, interest, or costs
which may be assessed under any law or any rules or regulations thereunder with respect
to its failure or inability to perform the aforesaid responsibilities.
(c) Upon ten days demand from the Authority, the Manager shall cause
any employee of the Manager to be removed from the Properties, at the Manager's sole
cost and expense.
(d) The Manager shall be solely responsible for the methods and means
of managing its personnel to achieve the desired results. Authority’s authority over and
involvement in the Manager’s employment matters shall be limited consistent with the
Manager’s status as sole employer of its employees.
17.Disbursements from General Operating Account.
(a) From the funds collected and deposited by the Manager in the
General Operating Account pursuant to Section 12 above, the Manager will make or
request the following disbursements promptly when payable:
(i) The Manager shall request from the Director of Finance of the
Authority reimbursement to the Manager for the actual compensation payable to
employees specified in “Exhibit F”, together with the actual cost of the medical insurance,
dental insurance, life insurance, Workers Compensation insurance, and taxes and
assessments payable to local, state and federal governments actually paid by Manager
in connection with the employment of such employees, as determined by the Manager
and approved by the Director of Finance of the Authority, or his/her designees. The
Manager shall be required to provide the Director of Finance of the Authority, or his/her
designee, with financial statements or other documentation, as may be reasonably
requested by the Director of Finance of the Authority, or his/her designee, substantiating
the requested reimbursement.
(ii) Notwithstanding the provisions of sub-Section (a)(i), above,
the Manager shall make disbursements of all sums otherwise due and payable by the
Authority as expenses of the Properties authorized to be incurred by the Manager under
the terms of this Agreement, including compensation payable to the Manager, pursuant
to Section 27 below, for its services hereunder.
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(iii) All checks between $2,500 and $4,999 shall require at least
two signatures. All checks over $5,000 shall require at least two signatures, one of which
must be the signature of an authorized representative of the Authority.
a.Check requests for second signature must be
accompanied by adequate documentation to ensure that vendor limits are not exceeded.
(iv) All wire transfers will be initiated by the Director of Finance of
the Authority or his/her designee.
(b) Except for the disbursements mentioned in Section 12 above, funds
will be disbursed or transferred from the General Operating Account only as the Authority
may from time to time direct in writing. The Manager reimbursement checks in excess of
$500 shall require signatures of both the authorized signatory of the Manager and the
Finance Director of the Authority or his/her designee.
(c) In the event the balance in the General Operating Account is at any
time insufficient to pay disbursements due and payable under Section 17(a) above, the
Manager will inform the Authority prior to disbursing funds of that fact and the Authority’s
Director of Finance will then remit to the Manager sufficient funds to cover the
delinquency. In no event will the Manager be required to use its own funds to pay such
disbursements that are directly related to the operation of the Properties.
(d) The Authority will pay for or reimburse to the Manager only those
expenses that are expressly authorized by this Agreement to be borne by the Authority.
Any expenses incurred by the Manager as a result of any legal judgment or administrative
ruling against the Manager or its officers, employees or agents, or any monetary
settlement in lieu of same to resolve any dispute, or the costs incurred by the Manager in
connection therewith, including attorneys' fees for advice to or defense of the Manager,
shall be the sole responsibility of the Manager. In the event any Authority monies have
been disbursed for this purpose, the Manager shall immediately reimburse the Authority.
The Authority may, in its sole discretion, elect to pay or reimburse the Manager for all or
a portion of such expenses and/or costs if the Authority deems that to be in the best
interests of the Authority or the community which it serves or to promote the public health,
safety and/or welfare, and only upon written agreement between the Authority and the
Manager, signed by each of the Parties.
18. Budgets. The Manager will prepare and submit annual operating budgets
for the Properties in forms satisfactory to the Director of Finance, which budgets shall
include but not be limited to the following: Current Year Final Budget Adopted; Current
Year Expected Actual; Upcoming Year Budget Request; Detailed Descriptions for an y
marginal deviations from Current Year; Detailed Descriptions for any Capital
Expenditures for each Property; including Reserve Accounts where applicable. and
Exhibit F described above. Except as permitted under Section 14(e) above, annual
disbursements for operating expenses will not exceed the amount authorized by the
approved budget without the prior written consent of the Authority. The Manager shall
prepare a recommended operating budget for each fiscal year during the term of this
Agreement, and shall submit to the Authority by March 1st of each year for the following
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fiscal year (July 1 to June 30). Additionally, the Manager shall prepare and submit to the
Authority a budget for each fiscal year thereafter covering the period from July 1 through
the next following June 30. Each year of the term the Authority will promptly inform the
Manager of any changes incorporated in the approved budget, and the Manager will keep
the Authority informed of any material anticipated deviation from the receipts or
disbursements stated in the approved budget. The Manager may, upon the written
request and after receipt of written approval of the Authority, make disbursements
exceeding the budgeted allowances within the budgeted categories for the Properties.
19.Records and Reports. In addition to any requirements specified in the
Administrative Plan or other provisions of this Agreement, the Manager will have the
following responsibilities with respect to accounts and reports:
(a) The Manager will establish and maintain, on a modified accrual
basis, a comprehensive system of records, books and accounts in a manner satisfactory
to the Authority. All records, books and accounts will be subject to examination at
reasonable hours by any authorized representative of the Authority. The Manager shall
maintain the books and records in good condition and order and shall preserve the books
and records for such time-period as the Authority would be legally required to preserve
and maintain the books and records.
(b) The Manager will be subject to a quarterly review and an annual audit
conducted by a firm of the Authority's choice. The Manager agrees to make available all
applicable records to the Authority's auditors for annual review. The report will be
prepared in accordance with generally accepted auditing standards. The audit report
submitted by the audit firm will also be subject to a single audit at the Authority's
discretion. The preparer’s services will be an expense of the Authority.
(c)The Manager will furnish information as may be requested by the
Authority from time to time with respect to the financial, physical or operational condition
of the Properties, including, without limitation: (i) calculation and billing rent and other
tenant charges; (ii) maintaining accounts receivable and delinquency records; (iii)
maintaining rent rolls; (iv) processing and paying operating and capital invoices; (v)
recording activity and comparing such activity to budgeted amounts; (vi) reconciling all
expenditures; (vii) remitting excess funds to the Authority and requesting needed funds
from the Authority; (viii) processing payroll for personnel employed in the discharge of this
Agreement and in compliance with taxing authorities and other reporting requirements
associated with payroll; and (ix) reports detailed in Exhibit I.
(d) By the 20th day of each month, the Manager will furnish the Authority
with an itemized list of all delinquent accounts, including general operating accounts, as
of the tenth day of the same month.
(e)The Manager shall submit to the Authority’s Finance Director those
reports set forth in Exhibit H on the periodic basis set forth in Exhibit H. Reports
designated as “monthly” on Exhibit H shall be submitted by the 20th day of each month;
reports designated as “quarterly” shall be submitted by the 20th day of every third month,
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and reports designated as “annual” shall be submitted at the end of the fiscal year or the
end of the calendar year as set forth on Exhibit H. In explanation but not limitation of the
foregoing, the monthly reports to be submitted include: a statement of receipts and
disbursements during the previous month; a schedule of accounts receivable and
payable; reconciled bank statements for all accounts maintained by the Manager on
behalf of the Authority reflecting disbursements and deposit amounts as of the end of the
previous month; a copy of general ledger account transactions and monthly aggregate
utility consumption by utility; and such other matters relative to the management,
operation, and maintenance of the Properties including actual income and expense
balances compared to budgeted or expected results as required by the Finance Director
of Authority. Additional reports may be requested throughout the year as the Authority
deems necessary.
(f) On the 20th day of each month, the Manager will submit to the
Authority the reports listed on Exhibit I attached hereto and incorporated herein by
reference, to assist the Authority in determining compliance with that certain Stipulation
for Entry of Judgment in case number Indio 51124 as consolidated with case numbers
Indio 51143 and 51159 which has been provided to the Manager.
(g) Confidentiality. All books, records, operating statements, leases,
and other material or information relevant to the operation or financial nature of the
Properties shall be maintained in the strictest confidence and shall not be available to any
employee or salesperson of any affiliate of Manager, nor to any other party without the
prior written consent of the Authority or under compulsion of law (e.g., subpoena).
20.Fidelity Bond. The Manager will place the Properties on a master fidelity
bond, which provides blanket coverage equal to two months gross rent potential. The
bond will provide coverage for all principals and agents of the Manager and all persons
who participate directly or indirectly in the management of the Properties and their assets,
accounts and records. The premiums for such a bond will be paid and borne by the
Manager. Specifically, coverage for the Manager, including all applicable persons in the
Manager's employ, will be paid by the Manager, and coverage for the Authority’s
personnel, if applicable, will be paid by the Authority. Said fidelity bond shall be issued
by a company which is reasonably acceptable to the Authority, and the Manager shall
deliver to the Authority a copy of said fidelity bond upon execution by the Authority of this
Agreement.
21.Bids, Discounts, Rebates or Commissions. The Authority and the Manager
agree to adhere to the City of Palm Desert’s purchasing policy procedures set for the in
Ordinance No. 1392 of the City of Palm Desert, and any amendments thereto, when
obtaining contract materials, supplies and services for the Properties and to secure and
credit to the Properties all discounts, rebates and commissions obtainable with respect to
purchases, service contracts and all other transactions on behalf of the Properties. The
Manager agrees that no goods and services shall be purchased from individuals, related
companies and companies having a financial or pecuniary interest (a "conflict-of-interest")
with the Manager. All vendor accounts shall be opened in the Authority's name, upon
prior written approval of the Authority.
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The Manager will develop detailed scopes of work, materials, supplies, equipment
and contractual services for any work or repair the cost of which may exceed $15,000 for
a single Unit or project. The Manager shall comply with the procedures set forth in
Ordinance No. 1392 of the City of Palm Desert, and any amendments thereto, in
connection with the purchase of any materials, supplies, equipment and contractual
services to be paid for by the Authority under this Agreement.
Copies of all required bids and documentation of all other written or verbal cost
comparisons made by the Manager shall be made part of the records of the Properties
and shall be retained for three years from the date the work was completed or as required
by the City of Palm Desert’s Retention Policy. This documentation shall be subject to
inspection by the Authority, or its designee and the Manager agrees to submit such
documentation upon request. Further, the Manager shall annually submit a report to the
Authority describing the outcome of all bidding procedures, which report shall include the
names of all bidders and the amount of their bids and shall indicate to which bidder the
contract was awarded.
The Manager agrees to make available to the Authority, when requested, all
records of the Manager, which relate to the provision of goods or services to the Authority
whenever funds from the Properties have been used to pay for such goods and/or
services (other than management services).
22. Resident Services Program. The Manager will be responsible for carrying
out any resident retention or social services program described in the Administrative Plan
and any other program or service that may become available that are in the best interest
of the residents or community to promote public health, public safety or tenant welfare.
23. Resident - Management Relations. The Manager will establish quarterly
meetings with tenants at Properties containing 150 or more units to encourage and
promote communication and tenants’ initiatives.
24. Defense, Indemnity and Hold Harmless Agreement. Except for losses
arising out of Manager’s sole negligence, gross negligence, or willful misconduct, or
covered by insurance required by section 25, the Manager and Authority agree that the
Manager , and their respective officials, officers, employees, and agents including the
Manager (collectively “Indemnitees”) should, to the extent permitted by law, be fully
protected against any loss, injury, damage, complaint, claim, lawsuit, cost, expens e,
attorneys fees, litigation costs, defense costs, court costs or any other cost arising out of
or in any way related to the Manager’s performance of this Agreement. Accordingly, the
provisions of this defense, indemnity and hold harmless provision are intended by the
Parties to be interpreted and construed to provide the fullest protection possible under
the law to the Indemnitees. The Manager shall be named as an additional insured under
Authority’s comprehensive liability policy covering the Properties. All obligations under
this provision shall be paid by the Authority as they are incurred by the Manager. The
Authority shall defend the Manager, and bear the expense thereof, with lawyers approved
by the Manager, such approval which shall not be unreasonably withheld.
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25. Professional Services Insurance Requirements.
(a) The Manager shall not commence work under this Agreement until it
has provided evidence satisfactory to the Authority that it has secured all insurance
required under this Section. In addition, the Manager shall not allow any subcontractor
to commence work on any subcontract until it has provided evidence satisfactory to the
Authority that the subcontractor has secured all insurance required under this section.
(b) Automobile Liability Insurance. The Manager shall maintain
automobile liability insurance at least as broad as Insurance Services Office form CA 00
01 covering bodily injury and property damage for all activities of the Manager arising out
of or in connection with Work to be performed under this Agreement, including $1,000,000
combined single limit for each accident including coverage for any owned, hired, non -
owned or rented vehicles.
(c) Professional Liability (Errors & Omissions). The Manager shall
maintain professional liability insurance that covers the Services to be performed in
connection with this Agreement, in the minimum amount of $2,000,000 per claim and
policy shall not exclude discrimination, fair housing, American with Disabilities act, and
sexual molestation violations. Any policy inception date, continuity date, or retroactive
date must be before the effective date of this Agreement and the Manager agrees to
maintain continuous coverage through a period no less than three years after completion
of the services required by this Agreement. Covered professional services shall
specifically include all work to be performed under the Agreement and delete any
exclusions that may potentially affect the work to be performed (for example, any
exclusions relating to lead, asbestos, pollution, testing, underground storage tanks,
laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the
retroactive date shall precede the effective date of the initial Agreement and continuous
coverage will be maintained or an extended reporting period will be exercised for a period
of at least three (3) years from termination or expiration of this Agreement.
(d) Workers’ Compensation/Employers' Liability Insurance. The
Manager shall procure and maintain Workers' Compensation insurance complying with
California workers’ compensation laws, including statutory limits for workers’
compensation and an Employer’s liability limit of $1,000,000 per accident or disease.
Unless otherwise agreed, this policy shall be endorsed to waive any right of subrogation
as respects the Authority, the Successor Agency to the Palm Desert Redevelopment
Agency, the City of Palm Desert, and their respective officials, officers, employees,
volunteers, and agents.
(e) Fidelity Coverage. Consultant shall provide evidence of fidelity
coverage on a blanket fidelity bond or other acceptable form. Limits shall be no less than
$1,000,000 per occurrence.
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(f) Cyber Liability Insurance. Consultant shall procure and maintain
Cyber Liability insurance with limits of $1,000,000 per occurrence/loss, which shall
include the following coverage:
i. Liability arising from the theft, dissemination and/or use of
confidential or personally identifiable information; including credit monitoring and
regulatory fines arising from such theft, dissemination, or use of the confidential
information.
ii. Network security liability arising from the unauthorized use of,
access to, or tampering with computer systems.
iii. Liability arising from the failure of technology products (software)
required under the contract for consultant to properly perform the services intended.
iv. Electronic Media Liability arising from personal injury, plagiarism or
misappropriation of ideas, domain name infringement or improper deep -linking or framing,
and infringement or violation of intellectual property rights.
v. Liability arising from the failure to render professional services.
(g) Employment Practices Liability. The Manager shall maintain
employment practices liability insurance in the minimum amount of $1,000,0 00 per
occurrence/$2,000,000 general aggregate.
(h) Evidence of Insurance. The Manager shall provide evidence of the
insurance required herein, satisfactory to the Authority, consisting of certificate(s) of
insurance evidencing all of the coverages required by this Agreement, and an additional
insured endorsement to the Manager's Commercial General Liability, and to the
Manager’s umbrella liability policies, using ISO form CG 20 10. In addition, the Manager
agrees to provide complete copies of all policies of insurance to the Authority annually or
upon request. The Certificate(s) shall reflect that the insurer will provide 30 -days notice
of any cancellation or modification of coverage to the Additional Insureds, per the terms
of the policy. The Manager agrees to require its insurer to modify the certificates to delete
any exculpatory wording stating that failure of the insurer to mail written notice of
cancellation imposes no obligation, and to delete the word "endeavor" with regard t o any
notice provisions. All insurance coverage and limits provided pursuant to this Agreement
shall apply to the full extent of the policies involved, available or applicable. Nothing
contained in this Agreement or any other agreement relating to the Au thority or its
operations shall limit the application of such insurance coverage. The endorsements are
to be signed by a person authorized by that insurer to bind coverage on its behalf and are
to be provided on standard ISO forms noted above. All endorsements are to be received
and approved by the Risk Manager prior to the commencement of work.
(h) No Limitation on other Insurance. Requirements of specific coverage
features or limits contained in this Section 25 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 for purposes of clarification
only and is not intended by any Party to be all inclusive, or to the exclusion o f other
coverage, or a waiver of any type.
DRAFT for DISCUSSION
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(i) Subrogation. All general or auto liability insurance coverage provided
pursuant to this Agreement, or any other agreements pertaining to the performance of
this Agreement, shall not prohibit the Manager, its empl oyees, or agents, from waiving
the right of subrogation prior to a loss. The Manager hereby waives all rights of
subrogation against the Authority, the Successor Agency to the Palm Desert
Redevelopment Agency, and the City of Palm Desert.
(j) Authority's Right to Purchase Replacement Insurance. In the event
any policy of insurance required under this Agreement does not comply with these
requirements 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 the Manager.
(k) Proof of Insurance. The Manager shall provide proof that policies of
insurance required herein expiring during the term of this Agreement have been renewed
or replaced with other policies providing at least the same coverage. Such proof will be
furnished not more than 72 hours after the expiration of the coverage(s). Any actual or
alleged failure on the part of the Authority or any other of the Additional Insureds under
these requirements to request or obtain proof of insurance required under this Agreement
in no way waives any right or remedy of the Authority or any other of the Additional
Insureds, in this or any other regard.
(l) Subcontractor Proof of Insurance.
(i) Subcontractors Performing Recurring Work or Work in Excess
of $2500. The Manager shall require all subcontractors or other parties which provide (i)
recurring services to the Properties, or (ii) services in excess of $2,500 in a six month
Period (a "Major Subcontractor") to the Properties to provide the same minimum
insurance coverage required of the Manager and Workers Compensation insurance to
conform with the requirements of this section. The Manager agrees to monitor and review
all such coverage and assumes all responsibility for ensuring that such coverage is
provided in conformity with the requirements of this section. The Manager agrees that
upon request, all agreements with Major Subcontractor, or others with whom the Manager
contracts with on behalf of the Authority, will be submitted to the Authority for review. For
purposes of this Section a contractor or party hired for the work shall be deemed to be
performing "recurring work" in the event that contractor or party hired performs in excess
of a single segregated or discrete project in any six-month period. The Manager agrees
to obtain certificates evidencing such coverage and to make reasonable efforts to ensure
that such coverage is provided as required herein. Failure of the Authority to request
copies of such agreements will not impose any liability on or constitute waiver by the
Authority of its rights hereunder. The Manager agrees to require that no contract used by
any Major Subcontractor, or contracts the Manager enters into on behalf of the Authority,
will reserve the right to charge back to the Authority the cost of insurance required by this
Agreement.
(ii) Subcontractors Performing Nonrecurring Work or Work Less
Than or Equal to $2500. The Manager shall require all subcontractors or other parties
DRAFT for DISCUSSION
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which provide (i) nonrecurring services to the Properties, and (ii) services in an amount
not to exceed $2,500 in a six-month Period (a "Nonrecurring Subcontractor") to provide
Commercial General Liability insurance in the amounts set forth below and Workers
Compensation insurance to conform with the requirements of this section. For purposes
of Section 25, a contractor or party hired for the work shall be deemed to be providing
"nonrecurring work," so long as that contractor or party hired for the work does not perform
more than a single segregated or discrete project in a six-month period. In the event a
Nonrecurring Subcontractor performs more than a single discrete project in a six-month
period or work exceeding $2,500 in value, that Nonrecurring Subcontractor shall lose its
status as a “Nonrecurring Subcontractor” and shall be automatically deemed a “Major
Subcontractor”. The liability limits for Nonrecurring Subcontractors shall provide no less
than $500,000 per occurrence for all coverages and $500,000 in the general aggregate.
The Manager agrees to verify such coverage and make reasonable efforts to ensure that
such coverage is provided as required herein. The Manager agrees to require that no
contract used by any Nonrecurring Subcontractor, or contracts the Manager enters into
on behalf of the Authority, will reserve the right to charge back to the Authority the cost of
insurance required by this Agreement. The Manager agrees that upo n request, all
agreements with Nonrecurring Subcontractors, or others with whom the Manager
contracts on behalf of the Authority, will be submitted to the Authority for review. Failure
of the Authority to request copies of such agreements will not impose any liability on the
Authority nor constitute a waiver of the rights of the Authority hereunder.
26. Compliance With Governmental Orders. The Manager will take such action
as may be necessary to comply promptly with any and all governmental orders or other
requirements affecting the Properties, whether imposed by federal, state, county or
municipal authority. Notwithstanding the foregoing, the Manager shall take no such action
so long as the Authority is contesting, or has affirmed its intention to contest, any such
order or requirement. The Manager will notify the Authority in writing of all notices of such
orders or other requirements as soon as possible from the time of their receipt.
27. Manager's Compensation. The Manager will be compensated for its
services under this Agreement by monthly management fees. Such fees will be payable
on the first day of each month, in arrears, for the services provided in the prior month for
the term of this Agreement. For the purpose of this Section, the ter m ‘occupied units’
shall include those Units which are currently leased, on notice to vacate, or temporarily
vacant due to a move out. The Management Fee (“Fee”) shall be calculated monthly
according to the following schedule:
(a) In the case of occupied units, each such monthly fee shall be in the
amount of $49.00 per Unit per month commencing on January 1, 2024, and an increase
of 3% commencing on January 1, 2026, and biannually every January 1st thereafter for
the remainder of the Term of this Agreement including contract extensions, if any); except
as follows:
(i) For Units where a Notice of Termination of Tenancy (“Notice”)
was provided by the tenant as required (30 calendar day notice) and a Unit remains
vacant for 30 calendar days or more, the Ma nager will not be entitled to the monthly fee,
DRAFT for DISCUSSION
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except in those circumstances where the vacancy is the result of the Authority’s leasing
process for affordable Units.
(ii) For Units where no Notice was given, the tenant chose to ‘quit’
or the tenant skipped, and a Unit remains vacant for 45 calendar days or more, the
Manager will not be entitled to the monthly fee.
(a) In the case of unoccupied Units (except those Units described in
Section 27(c-e) below), each such monthly fee shall be as follows:
(i) $49.00 per Unit per month for the first four months for Units
that have been determined, in the Authority’s sole and absolute discretion, to be
‘unrentable’ or ‘down’ due to physical condition or damage. Unless otherwise determined
by the Authority, the Manager is expected to repair said Units within the four months. If
the Manager fails to repair units within the given time, no fee will be paid until the unit is
available for occupancy.
(ii) No Fee will be paid for Units that are unrentable or down due
to action or inaction by the Manager.
(b) In the case of Units that are newly constructed or newly renovated
which will be added to Exhibit A, the Fee shall be $10 per Unit per month commencing at
such time as the construction/renovation has reached 90% completion as determined by
the contractor’s billing until Certificate of Occupancy, in the case of new Units, or
Certificate of Completion, in the case of renovated Units, is issued.
(c) In the case of Units which were ‘down’, as described in Section
27(b)(i) and direction has been given to the Manager by the Authority not to repair said
Units, commencing with the fifth month, the Fee shall be reduced to $20 per Unit per
month until the Manager is no longer responsible for said Units.
(d) Except as otherwise expressly provided in this Agreement, all
employees not identified in Exhibit F and other overhead expenses of the Manager
(including but not limited to costs of office supplies and equipment, postage,
transportation, travel expenses for managerial pe rsonnel and telephone services) will be
borne by the Manager. All services for management, accounting, and reporting, with
exception of the Authority's requested annual audit, shall be borne by the Manager.
In addition to the Management Fee, the site e mployees for the Properties
shall be paid based on the Employee Salaries listed on Exhibit F attached hereto and
incorporated herein by this reference.
28. Termination.
(a) Authority Termination for Convenience. Authority may terminate this
Agreement for convenience (a “Termination for Convenience”) by giving not less than 180
days written notice of termination. The notice of termination shall specify that the
DRAFT for DISCUSSION
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termination is for the convenience of the Authority. Upon a Termination for Convenience,
the Authority shall continue to pay the Manager for all work performed up to the date of
the Termination for Convenience. The Manager shall be compensated only for those
services that have been satisfactorily rendered to the Authority until the date of the
Termination for Convenience, and the Manager shall be entitled to no further
compensation. Authority shall not be liable for any post-termination costs, lost profits, or
other alleged damages resulting from a Termination for Convenience.
(b) Termination For Cause: Either Party may terminate this Agreement with
cause (a “Termination for Cause”) by giving written notice to the other Party not less than
90 days prior to the date of Termination for Cause. Any such written notice for cause
shall specify the default or cause for termination. If the default or cause for termination
specified has not been cured within 21 days of receipt of the notice, this Agreement shall
terminate on the date of termination set forth in the notice. Upon termination, the Manager
shall be compensated only for those services that have been satisfactorily rendered to
the Authority until the date of the Termination for Cause, and the Manager shall be entitled
to no further compensation.
(c) Termination at End of Term/Extension: At least ninety (90) days prior
to the automatic termination of this Agreement (the “Negotiation Period”), and unless
either Party has given timely notice under this Section prior thereto, the Parties shall
initiate negotiations for a new agreement for Property Management Services and use best
efforts and engage in good faith negotiations to finalize such agreement and obtain final
approval thereof prior to the automatic termination of this Agreement. In the event such
good faith efforts are not completed before the expiration of the Term, or in the event
either Party gives notice to the other during the Negotiation Period of its decision not to
enter into a further term, this Agreement may be extended for not more than ninety (90)
days after the giving of such notice or December 31, 2028, whichever is later, upon the
written authorization of the Executive Director of the Authority. Good faith negotiations
may include an extension of this Agreement up to an additional forty-eight (48) months
provided that any such extension shall require the authorization of the Authority Board
and shall be in writing, as an Amendment to this Agreement, signed by both Parties.
Nothing herein shall prevent the Housing Authority Board from electing to issue a Request
for Proposal for Property Management Services in lieu of negotiating with Manager.
(d) Bankruptcy. In the event that a petition in bankruptcy is filed by
either of the Parties, or in the event that either Party makes an assignment for the benefit
of creditors to take advantage of any insolvency act, this Agreement shall automatically
terminate.
(e) Sale of Properties. This Agreement shall automatically terminate,
upon the sale of the Properties, or as to any Property, on the sale of such Property, except
that, this provision shall not apply in the event of a sale, transfer, or re-conveyance by
and between the former Palm Desert Redevelopment Agency, the Authority, the
Successor Agency to the Palm Desert Redevelopment Agency, the City of Palm Desert,
and/or any related or successor agency or entity.
DRAFT for DISCUSSION
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(f) Addition of Properties. In the event the Authority adds a property
to its operations portfolio, the Manager and Authority’s designee may agree in wr iting to
amend Exhibit A for the inclusion of said property. Such amendment shall be subject to
the terms and conditions herein from the effective date of the amendment.
(g) Exchange of Documents. Upon termination of this Agreement, the
Manager will submit to the Authority any financial statements requested by the Authority
and, after the Parties have accounted to each other with respect to all matters outstanding
as of the date of termination, the Authority will furnish the Manager security in form and
principal amount satisfactory to the Manager against any obligations or liabilities which
the Manager may properly have incurred on behalf of the Authority hereunder. All of the
cash trust accounts, investments, equipment and records for the Properties will be turned
over to the Authority within 30 days of the date this Agreement is terminated. The Parties
hereby covenant and agree that the Authority shall own the books and records for the
Properties and that the Manager shall hold the books and records for the Properties for
the benefit of the Authority for an agreed upon period at the time of termination.
29.Manager's Indemnification. Subject to the Manager's indemnification
obligations hereunder as set forth in Section 24, the Parties understand and agree:
(a) That the Authority has assumed and will maintain its responsibility
and obligation through the Term of this Agreement for the finances and the financial
marketability of the Properties; and
(b) That the Manager shall have no obligation, responsibility or liability
to fund authorized costs, expenses, or accounts other than those funds generated by the
Properties themselves or provided to the Properties or to the Manager by the Authority.
In accordance with the foregoing, the Authority agrees that the Manager shall have the
right at all times to withdraw payment of its compensation, as provided for under Section
27 of this Agreement, from the General Operating account or accounts, immediately when
such compensation is due and without regard to other property obligations or expenses
conditioned on the Manager having satisfactorily discharged all duties and responsibilities
under this Agreement. Moreover, the Authority hereby indemnifies the Manager and
agrees to hold it harmless with respect to costs, expenses, accounts, liabilities and
obligations of the Properties during the Term of this Agreement and further agrees to
guarantee to the Manager the payment of its compensation under Section 27 of this
Agreement during the Term of this Agreement to the extent that the Operating and
Maintenance Account for the Properties are insufficiently funded for this purpose. Failure
of the Authority at any time to abide by and to fulfill the foregoing shall be a breach of this
Agreement entitling the Manager to obtain from the Authority, upon demand, full payment
of all compensation owed to the Manager through the date of such breach.
30.Prohibition Against Assignment and Subcontracting Management Services.
The Manager shall not assign this Agreement or subcontract any management or other
services, without the express prior written consent of the Authority.
DRAFT for DISCUSSION
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31.Notices. Except as otherwise provided by law, any and all notices or other
communications required or permitted by this Agreement or by law to be served on or
given to either Party to this Agreement by the other Party shall be given in writing. All
such notices or other communications shall be deemed duly served and given when
personally delivered to the Party to whom they are so directed, or in lieu of personal
service when deposited in the United States mail, first-class postage prepaid, addressed
to the respective Party as set forth below:
To the Authority:
Palm Desert Housing Authority
73-510 Fred Waring Drive
Palm Desert, CA 92260
Attention: Housing Manager
To the Manager:
________________________
________________________
________________________
Either Party may change its address for the purpose of this Section 31 by giving
written notice of the change to the other Party in the manner provided in this Section.
32.General Provisions.
(a) Binding on Successors and Assigns. At all times, this Agreement will
inure to the benefit of and constitute a binding obligation upon the Parties and their
respective successors and assigns.
(b) Entire Agreement and Allowable Changes. This Agreement
(including the Addendum) constitutes the entire Agreement between the Authority and
the Manager with respect to the management and operation of the Properties, and all
prior agreements between the Authority and the Manager regarding the subject matter of
this Agreement (including the Addendum) are hereby superseded and replaced.
Changes hereto must be made by supplemental written agreement signed by the Parties.
Exhibits hereto may be amended as necessary by the written agreement of the Parties.
(c) Attorneys' Fees. If any litigation is commenced between the Parties
concerning the Properties, this Agreement, or the rights and duties of either Party with
respect to this Agreement, the Party prevailing in the litigation shall be entitled, in addition
to any other relief that may be granted in the litigation, to reasonable attorneys' fees and
costs.
DRAFT for DISCUSSION
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(d) Ambiguities. Each Party and their counsel have participated fully in
the drafting of this Agreement. Any rule of construction to the effect that ambiguities are
to be resolved against the drafting Party shall not apply in interpreting this Agreement.
(e) Severability of Agreement. If a court or an arbitrator of competent
jurisdiction holds any provision of this Agreement to be illegal, unenforceable or invalid in
whole or in part for any reason, the validity and enforceability of the remaining provisions,
or portions of them will not be affected.
(f) Approval by Authority. Whenever a provision of this Agreement
requires the delivery of documents or reports, notifications, determinations,
reimbursements or requests for funding, review, authorization or approval of the Authority,
such approval may be given by the Executive Director of the Authority or his/her designee,
unless Authority Board action is specified in this Agreement.
(g) Word Usage. Unless the context clearly requires otherwise, (a) the
plural and singular shall each be deemed to include the other; (b) the masculine, feminine,
and neuter genders shall each be deemed to include the others; (c) "shall," "will," or
"agrees" are mandatory, and "may" is permissive; (d) "or" is not exclusive; and (e)
"includes" and "including" are not limiting.
DRAFT for DISCUSSION
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IN WITNESS THEREOF, the Parties have executed this Agreement on the date
first above written.
AUTHORITY:
PALM DESERT HOUSING AUTHORITY,
a public body, corporate and politic
By: _____________________________
Chairman
ATTEST:
______________________________,
Secretary
APPROVED AS TO FORM:
__________________________________
Special Counsel
MANAGER:
By: _________________________
Title:
By: __________________________
Title:
DRAFT for DISCUSSION
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EXHIBIT A
(PROPERTIES)
PALM DESERT HOUSING AUTHORITY
AFFORDABLE HOUSING UNITS
DRAFT for DISCUSSION
Page 26 of 39
EXHIBIT B
[intentionally omitted]
EXHIBIT C
MANAGEMENT OFFICES
Location of Management Offices
One Quail Place
(located in management office)
Las Serenas
(located in management office)
Catalina Gardens
(located in management office)
Desert Pointe
(located in management office)
California Villas
(located in management office)
Laguna Palms
(located in management office)
Carlos Ortega Villas
(located in management office)
Locations Managed
One Quail Place
Las Serenas and La Rocca Villas
Catalina Gardens, The Pueblos, Candlewood Apartments, and Sagecrest Senior
Desert Pointe, Taos Palms and Neighbors Apartments
California Villas
Carlos Ortega Villas
Laguna Palms and Palm Village Apartments
EXHIBIT D
DEPOSIT ACCOUNTS
The following security deposit accounts shall be maintained by the Manager for
the benefit of the Authority:
TO BE PROVIDED BY THE CITY’S FINANCE DEPARTEMNT.
The following operating deposit accounts shall be maintained by the Manager for
the benefit of the Authority:
TO BE PROVIDED BY THE CITY’S FINANCE DEPARTEMNT.
EXHIBIT E
NON-COLLUSIVE AFFIDAVIT FORM
AFFIDAVIT
State of California )
)ss.
County of Riverside )
___________________________, being first duly sworn, deposes and says:
That he is ___________________________, the party making the foregoing proposal
or bid, that such proposal or bid is genuine and not collusive or sham; that said bidder
has not colluded, conspired, connived or agreed, directly or indirectly, sought by
agreement or collusion, or communication or conference, with any person, to fix the bid
price or affiant, or of any other bidder or to fix any overhead profit or cost element of
said bid price, or that of any other bidder or to secure any advantage against the
_________________________________________ or any person interested in the
proposed contract, and that all statements in said proposal or bid are true.
Signature of Person Making Affidavit:
____________________________________
Subscribed and sworn to me this _______ day of __________________, 20___
My commission expires __________________, 20___
Notary Public Signature:_______________________
Official Seal:
EXHIBIT F
PROPERTY STAFFING & SALARY RANGES
To be provided annually with the property budgets.
EXHIBIT G
PERFORMANCE CRITERIA
1. PROPERTY PORTFOLIO NET OPERATING INCOME COMPARISON
a. Current Budget Year: July - June
b. Budgeted vs. Actual = Variance
c. Vacancy Rate Analysis
2. RESPONSE TO RESIDENT COMPLAINTS
a. Response to service requests/turn around time
b. Response to resident complaints and concerns - monthly meetings
c. Response to resident complaints and concerns at site office
3. COMPLIANCE WITH AGREEMENT
a. Define any notable gross disparities from the Agreement on the
following:
i. Report preparation and submittal promptness
ii. Responsiveness to Authority requests
iii. Method of accounting
4. CAPITAL IMPROVEMENTS SCHEDULE
a. Deferred Capital Improvement Schedule
b. Capital Improvement Program
c. Maintenance and general appearance of properties
5. OPERATIONS
a. Operational procedures to be audited:
i. Compliance with Stipulation
ii. Compliance with all laws including those related to property
management, Fair Housing, and housing authorities
iii. Recertification
iv. Internal controls
v. Contract controls
6. ACCOUNTING AUDIT
a. Review of Annual Audit Findings
b. Quarterly Audits
7. AFFORDABLE HOUSING PROGRAM
a. Housing Authority goals
b. Management Company goals
c. Program implementation
d. Compliance with local, state, and Federal regulations
e. Tenant Household Income Analysis
8. RESIDENT RELATIONS
a. Review summary responses of any resident surveys
b. Establishment of Tenant Exit Survey
9. GENERAL
a. General overview of previous operational year
EXHIBIT H
LIST OF FINANCIAL REPORTS REQUIRED
Monthly Reports
1. Payroll register and invoices (may be submitted after every payroll or
monthly).
2. Management Fee Report that includes Vacancies/Current Rental Activity
submitted with invoice.
3. Disbursement/Expense Journals for each check run.
4. General Ledgers for all Properties.
5. Check Registers for all Properties.
6. Monthly Bank Reconciliations with Outstanding Check Registers.
7. Balance Sheets and/or Trial Balances for all Properties.
8. Rent Rolls for all Properties.
9. Delinquent A/R for all Properties.
10. Prepaid Listing for all Properties.
11. Income Statements with Monthly Budget Variance as well as Annual
Variance.
12. Monthly Adjusting Journals.
13. Cash Receipts Journals.
Quarterly Reports
1. Security Deposit List for all Properties (If not included in the monthly rent
roll)
2. Status Report on Items over 90 days (Requests to the Board for write offs,
etc.)
Annual Reports Required
At Fiscal Year End:
1. Schedule of Accounts Payable
2. Schedule of Accounts Receivable
3. Inventory of all Agency and Authority personal property and readily
removable fixtures attached to the Properties.
4. Preliminary sets of Monthly closing reports, when requested.
5. Once audited, Final Set of all June Closing Reports
6. Schedule of Security Deposits Matching the Cash Held
7. The Report described in Section 21
At Calendar Year End:
1. Copies of the transmittals for Federal Reporting Requirements for W -2's
and 1099's
Analytical Reports:
1. Upon request of the Authority, reports analyzing various information required in
the above Financial Reports (May include summaries of all properties and/or
multi-year information).
EXHIBIT I
Leasing Reports:
1. Monthly Occupancy and Average Rent Statement
2. Monthly Net Operating Income Statement
3. Replacement Lists maintained continuously due at least once annually on
June 30.
4. Resident Demographics Report
5. Service Request and Serious Complaints
6. Other reports as requested or as necessary to perform the requirements of
the Agreement.
EXHIBIT J
On-going services requiring written cost estimates will adhere to the City of Palm Desert’s
purchasing policy procedures set for the in Ordinance No. 1392 of the City of Palm Desert,
and any amendments thereto as required in Section 21 of the Managemen t Agreement
as well as for services listed below:
1. Landscape Contracts
a. Monthly Services
b. Annual Services including tree trimming, overseeding, and perennial
flowers
2. Pest Control
3. Pool Services
4. Replacement Carpet and Vinyl
5. Laundry Services
7. Air Conditioning/Heating Unit Servicing, Cleaning, and Replacement Services
8. Carpet Cleaning
9. Flooring and Housekeeping Cleaning Services
10. Environmental Testing and Cleaning Services
11. Moving Company Services
12. Golf Cart Repair and Maintenance Services
13. Courtesy Patrol Services
14. Towing Services
15. Solar Maintenance Services
16. Elevator Maintenance Services
EXHIBIT K
NON-EXCLUSIVE LIST OF REQUIRED AND PERMISSIVE BACKGROUND CHECK
INFORMATION BY TYPE OF FUNDING
Source of
Information
Information Federal Funds Involved Federal Funds Not Involved
Investigation Disclosure &
Consent
Investigation Disclosure &
Consent
Law
Enforcement
Agencies
Illegal Drug Use Required Housing
Authority must
require &
applicant must
consent
May obtain Must notify
applicant, if
basis for denial
Drug use that Interferes
with Health & Safety of
Others
Required Housing
Authority must
require &
applicant must
consent
May obtain Must notify
applicant, if
basis for denial
Sex Offenses Required Housing
Authority must
require &
applicant must
consent
May obtain Must notify
applicant, if
basis for denial
“Serious” crimes
Murder,
mayhem, rape,
burglary
Hate crimes
Offenses such as
firearms,
explosives
Felonies
involving drugs,
alcohol
Domestic
Violence
Required Housing
Authority must
require &
applicant must
consent
May obtain Must notify
applicant, if
basis for denial
Juvenile Records Prohibited N/A Prohibited N/A
Arrests Not Resulting in
Conviction
Prohibited N/A Prohibited N/A
State /
Federal
Government
Social Security Numbers Required Housing
Authority must
require &
applicant must
consent
May obtain Application
must indicate
disclosure is
voluntary
Citizenship / Residency Required Housing
Authority must
require &
applicant must
consent
Prohibited N/A. But if
Housing
Authority has
unsolicited
evidence that
applicant is
undocumented,
it must reject
the application.
Income / Family
composition & tax info,
to verify eligibility
Required Housing
Authority must
require &
applicant must
consent
Required Housing
Authority must
require &
applicant must
consent.
Credit
Agencies
Investigative Consumer
Report
Credit History
Character
Reputation
Personal
Characteristics
Mode of Living
May Obtain Housing
Authority must
notify
applicant
May Obtain Housing
Authority must
notify applicant
Convictions
Civil Actions
Tax Liens
Outstanding
Judgements
May Obtain
but only if
credit
agency has
verified
information
with 30 days
of disclosure
Housing
Authority must
notify
applicant
May Obtain
but only if
credit
agency has
verified
information
with 30 days
of disclosure
Housing
Authority must
notify applicant
Bankruptcies
more than 10
years prior
Civil judgement
more than 7
years old
Prohibited N/A Prohibited N/A
Public
Records
Obtained
from Other
Sources;
Interviews
with
Neighbors,
Friends &
Associates
Relevant background
information
Creditworthiness
Credit Standing
Credit Capacity
Civil Actions
Convictions
Tax Liens
Outstanding
Judgements
Character
May Obtain Must notify
applicant, if
basis for
denial.
Consent
recommended.
May Obtain Must notify
applicant, if
basis for denial.
Consent
recommended.
General
Reputation
Personal
Characteristics
Mode of Living
In addition to credit reporting agencies, background check information may be obtained
from Westlaw, Lexis, DataQuick, Merlin, Choice Point, and similar reputable resources.
SAMPLE CONSENT BY APPLICANT
“I understand that the Housing Authority or its agent will perform a background check as a part of determining
eligibility, including but not limited to obtaining information concerning my employment, credit history,
benefits, income, assets, and criminal history, and by my signature below, I hereby aut horize the Housing
Authority or its agent to do so.”“I certify that the statements on this application are true and complete to the
best of my knowledge and belief and I understand that they will be verified. I understand that any false
statements made on this application or failure to make any required disclosures may cause me to be
disqualified from initial or continuing eligibility for housing assistance and may result in eviction. I further
understand that I am under a continuing obligation to inform the Housing Authority or its agent of any
changes to any of the information provided in this Application, and that failure to promptly inform the Housing
Authority or its agent of any changes may cause me to be disqualified from initial or continuing eligi bility for
housing assistance and may result in eviction.”
MANAGEMENT TRANSITION ADDENDUM TO
AGREEMENT FOR PROPERTY MANAGEMENT SERVICES
THIS ADDENDUM TO AGREEMENT FOR PROPERTY MANAGEMENT SERVICES
(this “Addendum”), dated as of __________, 2023, is attached to and made part of the
foregoing Agreement for Property Management Services (the “Agreement”) entered
into as of even date herewith by and between the PALM DESERT HOUSING
AUTHORITY, a public body, corporate and politic (the “Authority” or “PDHA”), and
Falkenberg/Gilliam and Associates, Inc., a California corporation (the “Manager” or
“FGA”), and supplements the Agreement as follows:
1. To enable a smooth transition of property management responsibilities from RPM
Company (“RPM”), the current property manager, to FGA, the Parties hereby enter
into this Addendum to allow FGA to complete the following tasks prior to the
Effective Date of the Agreement (i.e., January 1, 2024), during the period beginning
November 16, 2023, and ending December 31, 2023 (collectively, the “Transition
Period”):
a. Personnel Evaluation: Meet and evaluate all the current office and
maintenance staff for the Properties; gather all necessary information
regarding existing issues at the Properties requiring the attention of FGA;
conduct background checks of RPM staff who will be seeking employment
with FGA at the Properties, in accordance with state and federal law; and, at
the discretion of FGA and with the approval of PDHA pursuant to Section
16(a) of the Agreement, hire any RPM employees currently working at the
Properties to serve as FGA employees.
Cross Training: Conduct thorough training of all current RPM employees who
will be hired as FGA employees on all applicable FGA policies and
procedures, including without limitation on
b. The use of software tools and work order tablets.
c. Assistant Regional Supervisor: Allow the FGA Regional Supervisor, along
with the FGA Assistant Regional Supervisor, who shall oversee FGA
operations at the Properties, to walk all Properties, and meet with all PDHA
staff members working onsite at the Properties.
d. Meetings: Participate in weekly property management meetings with PDHA
and RPM, and monthly City of Palm Desert Housing Commission meetings.
e. Deep Knowledge: Familiarize the FGA Regional Supervisor and FGA
Assistant Regional Supervisor on all current and upcoming projects and
maintenance items for each Property, and all resident -related issues
(including, without limitation, legal suits brought by tenants or former tenants)
that are in process.
f. Staff Onboarding: Onboard all staff members through FGA human resource
programs, including, without limitation, with respect to payroll, benefits, health
and dental insurance programs.
g. PDHA Systems: Set up PDHA management and operations systems,
including without limitation with respect to accounting, finance, occupancy,
resident relations, maintenance, computer systems, and tablet training for all
maintenance staff.
2. As compensation for FGA’s work during the Transition Period, the Authority shall, in
total, pay FGA a one-time sum of Fifty-Three Thousand Four Hundred Ten and
No/100 Dollars ($53,410.00) on or before January 20, 2024.
3. If FGA or any of its agents, employees, consultants, contractors or subcontractors
enter the Properties during the Transition Period, then such entry shall be subject to
all of FGA’s obligations regarding indemnity and insurance under the Agreement.
Anything herein to the contrary notwithstanding, neither FGA nor any of its
approved contractors shall be permitted to access the Properties, or any part
thereof, during the Transition Period unless and until FGA has provided to PDHA
the necessary insurance certificate(s) evidencing that FGA has procured and is
maintaining the insurance policies and coverages required to be maintained by
FGA pursuant to the terms of this Addendum.
[Signature Page to Follow]
THIS ADDENDUM was entered the ____ day of _____________2023.
Authority:
PALM DESERT HOUSING AUTHORITY,
a public body, corporate and politic
By: _____________________________,
Chairman
ATTEST:
_______________________________,
City Clerk
APPROVED AS TO FORM:
_______________________________
Special Counsel
Manager:
FALKENBERG/GILLIAM AND
ASSOCIATES, INC.,
a California corporation
By:
_________________________________
Title:
By:
_________________________________
Title:
PALM DESERT HOUSING COMMISSION MEETING
Wednesday, December 13, 2023
The attached staff report is being provided for review and recommendation to the
Housing Authority Board meeting of December 14, 2023.
RECOMMENDATION:
Recommend that the Housing Authority Board adopt a resolution authorizing the
destruction of obsolete records from the Housing Division pursuant to the Housing
Authority’s adopted Retention Program.
Page 1 of 1
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: December 14, 2023
PREPARED BY: Celina Cabrera, Management Analyst
REQUEST: RESOLUTION TO AUTHORIZE THE DESTRUCTION OF OBOSOLETE
RECORDS OF THE HOUSING AUTHORITY
RECOMMENDATION:
Adopt a resolution authorizing the destruction of obsolete records of the Housing Authority
pursuant to the Housing Authority’s adopted Retention Program.
BACKGROUND/ANALYSIS:
The Authority adopted on July 13, 2023, by Resolution No. HA -117, the City of Palm Desert’s
(“City”) records retention program, which was adopted by the City on December 15, 2022, by
Resolution No. 2022-98 (the “Retention Program”). The Retention Program established
retention periods for all records and provides for the systematic destruction of obsolete records.
The Retention Program permits the destruction of Authority records with the written consent of
the Authority Attorney and approval by the Authority Board.
In accordance with the Retention Program, attached is Exhibit “A” the Records Destruction
Certificate, which lists the records submitted for destruction. The Certificate will be reviewed
and signed by the Authority Attorney as well as the Secretary prior to the destruction of all
records.
Legal Review:
This report has been reviewed by the Authority’s Attorney and City Attorney’s office.
Appointed Body Recommendation:
The Housing Commission will review this recommendation at its regular meeting on December
13, 2023. Upon request, a verbal report will be provided at the Authority’s regular meeting on
December 14, 2023
FINANCIAL IMPACT:
Destroying obsolete records reduces the costs associated with offsite document storage and
records management.
ATTACHMENTS:
1.Housing Authority Resolution
2.Exhibit “A”- Records Destruction Certificate
RESOLUTION NO. HA - ____
A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY SETTING
FORTH ITS FINDINGS AND AUTHORIZING THE DESTRUCTION OF
RECORDS OF THE PALM DESERT HOUSING AUTHORITY FROM 1988-2021
(AS IDENTIFIED ON EXHIBIT “A”), AS INDICATED ON THE RECORDS
RETENTION SCHEDULE (ADOPTED BY THE PALM DESERT HOUSING
AUTHORITY ON JULY 13, 2023)
WHEREAS, the Palm Desert Housing Authority in the City of Palm Desert, California has
records that have met or exceeded the applicable retention period for the official files, records,
exhibits, and other documents of said office pursuant to the Retention Schedule set forth on City
Council Resolution 2022-98 (as adopted by the Palm Desert Housing Authority pursuant to
Resolution No. HA 117); and
WHEREAS, said files are not the subject of any claim, litigation, investigation, or audit and
are no longer required by the Palm Desert Housing Authority.
NOW, THEREFORE, BE IT RESOLVED by the Housing Authority Board as follows:
Section 1. That the above recitations are true and correct and constitute the findings
of the Housing Authority Board in this matter.
Section 2. That it does hereby approve the destruction of all documents and records
from files as set forth in Exhibit “A,” attached hereto, which have met or exceeded their retention
period.
Section 3. That the documents mentioned on Exhibit “A” from the Palm Desert
Housing Authority Records from 1988 to 2021 have exceeded their retention period and are no
longer required. These paper records will be destroyed and are not electronically captured.
ADOPTED ON _________, 2023.
____________________________
KATHLEEN KELLY
CHAIRMAN
ATTEST:
________________________________
ANTHONY J. MEJIA
SECRETARY
RESOLUTION NO. HA 2023-
2
I, Anthony J. Mejia, Secretary of the Palm Desert Housing Authority, hereby certify that
Resolution No. HA-___ is a full, true, and correct copy, and was duly adopted at a regular meeting
of the Authority Board on ______, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
RECUSED:
IN WITNESS WHEROF, I have hereunto set my hand and affixed the official seal of the Palm
Desert Housing Authority, in the City of Palm Desert, California, on __________________,
2023.
________________________________
ANTHONY J. MEJIA
SECRETARY
EXHIBIT A
PALM DESERT HOUSING AUTHORITY
AUTHORITY TO DESTROY OBSOLETE RECORDS
Dept. Retention
No.
Description
of Record
Years
Cover
ed
Retention
Period
Shred
or
Discard
City
Clerk CC-015
Unsuccessful
Proposals for
Property
Management RFP
issued in 1997
1997 2 Years Shred
City
Clerk CC-015
Unsuccessful
Proposals for
Property
Management RFP
issued in 2016
2016 2 Years Shred
City
Wide CW-025
Routine
Correspondence
with RPM
1998-
2012 2 Years Shred
City
Wide CW-025
Country Village Tax
Bill Correspondence
with Riverside
County
2001-
2002 2 Years Shred
City
Wide CW-025 Working / Admin File
for R13771 1999 2 Years Shred
City
Wide CW-025
Hovely Gardens
Working File for
DDA
2001 2 Years Shred
City
Wide CW-025 Admin File re: Flag
Display at Property 2002 2 Years Shred
City
Wide CW-025 Memo re: Property
Vandalism 2004 2 Years Shred
City
Wide CW-025
Working File for
Housing Project
Status Update
Report
2005-
2009 2 Years Shred
City
Wide CW-025
Working File RDA
Annual Report
(Housing Element)
2005 2 Years Shred
Public
Works PW-005
Laguna Palms
Admin file re: Utility
Underground
(R24710)
Completed 8/30/06
2005-
2006 Completion + 10 Years Shred
City
Wide CW-025
Palm Village Admin
File: PDRA vs
Taylor
2008 2 Years Shred
City
Wide CW-025
Catalina / Pueblos
Community Room
Admin File Claim:
Diversified
Commercial
Settlement vs PDRA
2008 2 Years Shred
City
Wide CW-025
Country Village
Correspondence re:
termination of cable
service
2008 2 Years Shred
City
Wide CW-025
Admin File re:
Capital
Replacement Study
2009 2 Years Shred
City
Wide CW-025
Admin File re:
Senior Property Age
Restrictions
2012 2 Years Shred
City
Wide CW-025 Admin File re:
Smoking Policy 2014 2 Years Shred
City
Wide CW-025
Admin File for
Rental Rate Policy
HA-62
2014 2 Years Shred
City
Wide CW-028
Drafts and
Correspondence re:
Fair Housing Plan
2017 No Longer Needed Shred
City
Wide CW-047
Country Village
Estates Property
Appraisal
1994 5 Years Shred
City
Wide CW-047
Updated Property
Appraisal for
Country Club
Estates
2001 5 Years Shred
City
Wide CW-049 Property Brochures 2007-
2008 2 Years Shred
City
Wide CW-049
January - December
Newsletters of the
Properties
2011-
2012 2 Years Shred
City
Wide CW-053
Property
Management (RPM)
Policy Manual
1998 10 Years Shred
City
Wide CW-053
Riverside County
Housing Authority
Subsidy Analysis
1995 10 Years Shred
City
Wide CW-054
Property
Management (RPM)
Payroll Procedures
2004 10 Years Shred
City
Wide CW-025
Working fie for
Housing Project
Status Update
Report
2005-
2009 10 Years Shred
City
Wide CW-053
Property
Management (RPM)
Procedure Manual
2008 10 Years Shred
City
Wide CW-053 Country Village
Relocation Plan 2008 10 Years Shred
City
Wide CW-057 Survey Re: RPM
Performance
2006-
2008 2 Years Shred
Finance FN-015 Vendor Invoices and
Backup
1998-
2018 5 Years Shred
Finance FN-016 Accounts
Receivable
2010-
2014 5 Years Shred
Finance FN-017
Bank Receipts,
Bank Statements,
Trustee Statements,
NSF
2001-
2014 5 Years Shred
Finance FN-021
Cash Receipts,
Daily Cash
Summaries, Cashier
Reports, Treasurer
Receipt
2005-
2012 5 Years Shred
Finance FN-022 Warrant Register 2010-
2013 10 Years Shred
Finance FN-023
Checks / Warrants
(Cashed/Deposited)
for AP and AR
2008-
2013 5 Years Shred
I consent to the destruction of these obsolete records according to accepted policies
and procedures.
Secretary Date City Attorney Date
Approved by Authority Board:
Original: City Clerk’s Office
Copy: Housing Division
Housing HS-022
Canceled
Prospective Tenant
Applications
1998-
2020
3 years after application
withdrawn or cancelled or
applicant determined
ineligible and expiration of
appeal period and
conclusion of appeal, if
filed
Shred
Housing HS-027 Rates- Rent Setting 1998-
2019 4 Years Shred
Housing HS-029 Service Requests
(by Tenant)
1998-
2021 2 Years Shred
Housing HS-030 Tenant/ Participant
Files - Clients
1988-
2018
5 years after termination
of lease or subsidy,
whichever is later and
expiration of appeal period
and conclusion of appeal,
if filed
Shred
Housing HS-032 Prospective Tenant
Wait List
2007-
2010 2 Years Shred
[This page has intentionally been left blank.]
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Aug-23
REPORT DATE: 9/1/2023 TERESA VAKILI
"MULTI-FAMILY PROPERTIES"Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23
California Villas
a.Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b.Vacant Units 8 7 5 2 3 4 2 1 3 4 5 4 3
c.Occupied Units 133 134 136 139 138 137 139 140 138 137 136 137 138
d.Pending Leases 5 5 6 5 6 5 2 3 3 4 5 3 3
e.Ending Occupied & Pre-leased 138 139 142 144 144 142 141 143 141 141 141 140 141
f.Down Units 1 1 0 0 0 0 0 0 0 1 1 1 1
g.Number of Wait List Contactees 52 30 40 50 40 50 40 40 40 30 25 200 130
h.Re-Cert Pkts Sent Out During Month 8 10 11 6 12 9 3 9 5 8 12 5 13
i.Number of Traffic Qualified 10 12 15 10 15 25 20 18 20 15 25 10 15
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Desert Pointe
a.Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b.Vacant Units 1 2 2 1 1 1 2 2 3 4 4 5 3
c.Occupied Units 63 62 62 63 63 63 62 62 61 60 60 59 61
d.Pending Leases 0 0 1 0 0 0 0 2 1 1 3 2 1
e.Ending Occupied & Pre-leased 63 62 63 63 63 63 62 64 62 61 63 61 62
f.Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g.Number of Wait List Contactees 0 15 10 0 0 0 16 15 68 46 64 72 70
h.Re-Cert Pkts Sent Out During Month 4 2 7 3 3 6 4 6 2 4 6 2 9
i.Number of Traffic Qualified 16 10 9 7 13 9 15 30 15 21 17 9 44
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 3 6 5 6 5 1 1 2 2 2 2 2 3
c.Occupied Units 45 42 43 42 43 47 47 46 46 46 46 46 45
d.Pending Leases 1 3 5 6 4 1 1 0 1 1 2 2 2
e.Ending Occupied & Pre-leased 46 45 48 48 47 48 48 46 47 47 48 48 47
f.Down Units 1 1 0 1 1 0 0 1 1 1 0 0 0
g.Number of Wait List Contactees 55 60 55 50 45 50 35 25 20 25 20 30 40
h.Re-Cert Pkts Sent Out During Month 8 3 3 3 4 3 2 1 4 3 5 1 2
i.Number of Traffic Qualified 7 5 8 10 7 9 8 12 10 30 35 40 35
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 0 0 0 0 0 0 0 1 0 1 1 0 0
c.Occupied Units 24 24 24 24 24 24 24 23 24 23 23 24 24
d.Pending Leases 0 0 0 0 0 0 0 1 0 0 0 0 0
e.Ending Occupied & Pre-leased 24 24 24 24 24 24 24 24 24 23 23 24 24
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 0 0 0 0 0 0 7 10 0 33 22 0 0
h.Re-Cert Pkts Sent Out During Month 4 1 0 4 3 0 1 2 3 2 2 2 1
i.Number of Traffic Qualified 9 5 7 5 7 4 8 27 9 16 14 6 10
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 9 11 10 14 13 9 7 6 5 9 10 11 10
c.Occupied Units 375 373 374 370 371 375 377 378 379 375 374 373 374
d.Pending Leases 9 8 4 4 6 4 6 6 5 7 5 12 13
e.Ending Occupied & Pre-leased 384 381 378 374 377 379 383 384 384 382 379 385 387
f.Down Units 1 3 3 5 5 6 2 1 1 3 3 3 2
g.Number of Wait List Contactees 196 150 110 128 123 211 98 133 110 149 101 238 128
h.Re-Cert Pkts Sent Out During Month 24 23 11 29 37 29 32 25 22 31 28 26 20
i.Number of Traffic Qualified 63 46 34 12 19 93 38 93 46 46 23 126 32
j.Number of Traffic Non-Qualified 5 2 4 1 2 1 1 3 3 4 8 6 14
09/01/2023 Page 1 of 4 MOS Multi-Family 8.23
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES"Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23
Palm Village
a.Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b.Vacant Units 2 2 2 0 0 2 2 1 1 1 1 1 2
c.Occupied Units 34 34 34 36 36 34 34 35 35 35 35 35 34
d.Pending Leases 2 0 0 0 0 1 1 0 0 0 1 0 2
e.Ending Occupied & Pre-leased 36 34 34 36 36 35 35 35 35 35 36 35 36
f.Down Units 0 0 0 0 0 1 1 1 1 1 0 0 0
g.Number of Wait List Contactees 55 60 55 50 45 50 15 25 20 20 25 20 20
h.Re-Cert Pkts Sent Out During Month 4 2 2 4 3 2 3 3 2 4 2 2 3
i.Number of Traffic Qualified 4 4 6 4 3 4 4 7 5 10 25 20 25
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 5 3 3 2 4 2 1 1 1 1 2 3 2
c.Occupied Units 15 17 17 18 16 18 19 19 19 19 18 17 18
d.Pending Leases 1 1 1 0 2 1 0 1 1 2 2 3 2
e.Ending Occupied & Pre-leased 16 18 18 18 18 19 19 20 20 21 20 20 20
f.Down Units 4 2 2 2 1 1 1 0 0 0 0 0 0
g.Number of Wait List Contactees 55 60 15 50 45 50 10 25 25 15 25 20 20
h.Re-Cert Pkts Sent Out During Month 2 1 1 1 1 1 1 0 2 0 0 2 3
i.Number of Traffic Qualified 2 0 5 3 2 3 3 5 5 10 8 5 25
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a.Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b.Vacant Units 0 1 0 0 0 0 0 0 0 1 2 1 1
c.Occupied Units 16 15 16 16 16 16 16 16 16 15 14 15 15
d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 1
e.Ending Occupied & Pre-leased 16 15 16 16 16 16 16 16 16 15 14 15 16
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 0 10 0 0 0 0 0 0 0 0 48 0 0
h.Re-Cert Pkts Sent Out During Month 2 1 1 1 1 2 1 2 0 2 0 1 1
i.Number of Traffic Qualified 6 3 3 5 3 4 3 4 5 14 11 6 6
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23
a.Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b.Vacant Units 28 32 27 25 26 19 15 14 15 23 27 27 24
c.Occupied Units 705 701 706 708 707 714 718 719 718 710 706 706 709
d.Pending Leases 18 17 17 15 18 12 10 13 11 15 18 22 24
e.Ending Occupied & Pre-leased 723 718 723 723 725 726 728 732 729 725 724 728 733
f.Down Units 8 8 6 9 8 9 5 4 4 7 5 5 4
g.Number of Wait List Contactees 413 385 285 328 298 411 221 273 283 318 330 580 408
h.Re-Cert Pkts Sent Out During Month 56 43 36 51 64 52 47 48 40 54 55 41 52
i.Number of Traffic Qualified 117 85 87 56 69 151 99 196 115 162 158 222 192
j.Number of Traffic Non-Qualified 5 2 4 1 2 1 1 3 3 4 8 6 14
09/01/2023 Page 2 of 4 MOS Multi-Family 8.23
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Aug-23
REPORT DATE: 9/1/2023 TERESA VAKILI
"SENIOR PROPERTIES"Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23
Candlewood
a.Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b.Vacant Units 0 0 0 0 1 1 2 2 2 2 2 2 2
c.Occupied Units 30 30 30 30 29 29 28 28 28 28 28 28 28
d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 30 30 30 30 29 29 28 28 28 28 28 28 28
f.Down Units 0 0 0 0 0 1 2 2 2 2 2 2 2
g.Number of Wait List Contactees 0 0 0 0 10 10 5 19 16 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 3 3 2 4 4 4 3 1 5 3 1 4 3
i.Number of Traffic Qualified 12 8 13 8 4 11 10 8 4 0 0 2 0
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a.Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b.Vacant Units 0 0 1 1 2 1 3 3 3 2 1 0 1
c.Occupied Units 73 73 72 72 71 72 70 70 70 71 72 73 72
d.Pending Leases 1 2 2 0 1 1 0 3 2 2 1 0 0
e.Ending Occupied & Pre-leased 74 75 74 72 72 73 70 73 72 73 73 73 72
f.Down Units 0 0 0 0 0 1 2 2 1 0 0 0 0
g.Number of Wait List Contactees 117 81 89 76 95 50 14 42 72 91 88 49 44
h.Re-Cert Pkts Sent Out During Month 5 3 3 2 3 12 5 7 7 7 10 2 6
i.Number of Traffic Qualified 4 7 2 3 1 2 6 2 1 7 3 0 3
j.Number of Traffic Non-Qualified 0 1 2 0 1 2 1 0 0 0 2 1 1
Catalina Gardens
a.Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b.Vacant Units 2 2 2 2 2 3 2 3 3 3 3 3 4
c.Occupied Units 70 70 70 70 70 69 70 69 69 69 69 69 68
d.Pending Leases 2 0 1 1 0 1 1 0 1 1 0 1 1
e.Ending Occupied & Pre-leased 72 70 71 71 70 70 71 69 70 70 69 70 69
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 81 88 101 96 83 89 76 68 71 20 10 12 26
h.Re-Cert Pkts Sent Out During Month 9 4 4 3 6 2 6 12 10 1 7 5 10
i.Number of Traffic Qualified 6 21 13 27 14 37 21 17 8 4 3 3 5
j.Number of Traffic Non-Qualified 0 1 1 1 1 1 1 2 0 0 0 1 1
La Rocca Villas
a.Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b.Vacant Units 0 0 0 0 0 0 0 0 0 1 0 0 0
c.Occupied Units 27 27 27 27 27 27 27 27 27 26 27 27 27
d.Pending Leases 1 0 0 0 0 0 0 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 28 27 27 27 27 27 27 27 27 26 27 27 27
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 15 0 0 0 0 0 0 0 10 38 0 0 0
h.Re-Cert Pkts Sent Out During Month 2 0 4 2 1 1 2 4 2 1 3 1 2
i.Number of Traffic Qualified 20 41 7 4 10 4 10 3 11 13 18 13 22
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 3 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 6 4 4 4 8 7 7 6 5 7 6 8
c.Occupied Units 147 144 146 146 146 142 143 143 144 145 143 144 142
d.Pending Leases 0 2 1 2 3 4 4 2 2 2 1 2 4
e.Ending Occupied & Pre-leased 147 146 147 148 149 146 147 145 146 147 144 146 146
f.Down Units 3 4 4 3 3 4 4 4 4 4 3 3 3
g.Number of Wait List Contactees 15 149 130 61 33 54 15 33 31 63 54 149 191
h.Re-Cert Pkts Sent Out During Month 12 18 10 9 8 10 3 4 8 14 18 14 10
i.Number of Traffic Qualified 22 48 27 25 30 41 35 37 34 32 41 38 37
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
09/01/2023 Page 3 of 4 MOS Senior 8.23
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES"Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23
Pueblos
a.Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b.Vacant Units 0 0 0 0 0 1 1 1 1 0 0 0 0
c.Occupied Units 15 15 15 15 15 14 14 14 14 15 15 15 15
d.Pending Leases 0 0 0 0 0 0 1 1 1 0 0 0 0
e.Ending Occupied & Pre-leased 15 15 15 15 15 14 15 15 15 15 15 15 15
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 8 0 0 10 15 18 9 17 9 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 0 0 0 0 0 1 1 3 3 1 1 3 1
i.Number of Traffic Qualified 2 3 2 3 4 11 5 4 2 0 0 2 0
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 2 1 2 0 0 0 0 0 0 0 0 0 0
c.Occupied Units 12 13 12 14 14 14 14 14 14 14 14 14 14
d.Pending Leases 2 0 1 0 0 0 0 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 14 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.Number of Wait List Contactees 10 5 16 12 5 4 0 0 0 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 1 0 0 0 2 2 2 1 1 2 1 2 2
i.Number of Traffic Qualified 2 3 2 6 5 1 3 3 1 0 0 2 0
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23
a.Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b.Vacant Units 7 9 9 7 9 14 15 16 15 13 13 11 15
c.Occupied Units 374 372 372 374 372 367 366 365 366 368 368 370 366
d.Pending Leases 6 4 5 3 4 6 6 6 6 5 2 3 5
e.Ending Occupied & Pre-leased 380 376 377 377 376 373 372 371 372 373 370 373 371
f.Down Units 3 4 4 3 3 6 8 8 7 6 5 5 5
g.Number of Wait List Contactees 246 323 336 255 241 225 119 179 209 212 152 210 261
h.Re-Cert Pkts Sent Out During Month 32 28 23 20 24 32 22 32 36 29 41 31 34
i.Number of Traffic Qualified 68 131 66 76 68 107 90 74 61 56 65 60 67
j.Number of Traffic Non-Qualified 0 2 3 1 2 3 2 2 0 0 2 5 2
09/01/2023 Page 4 of 4 MOS Senior 8.23
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET AUGUST 2023
AMI %Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20%13,230 276 15,120 315 17,010 354 18,900 394
25%16,538 345 18,900 394 21,263 443 23,625 492
30%19,600 408 22,400 467 25,200 525 30,000 625
35%23,153 482 26,460 551 29,768 620 33,075 689
40%26,460 551 30,240 630 34,020 709 37,800 788
45%29,768 620 34,020 709 38,273 797 42,525 886
50%32,650 680 37,300 777 41,950 874 46,600 971
55%36,383 758 41,580 866 46,778 975 51,975 1,083
60%39,690 827 45,360 945 51,030 1,063 56,700 1,181
65%42,998 1,075 49,140 1,229 55,283 1,382 61,425 1,536
70%46,305 1,158 52,920 1,323 59,535 1,488 66,150 1,654
75%49,613 1,240 56,700 1,418 63,788 1,595 70,875 1,772
80%52,200 1,305 59,650 1,491 67,100 1,678 74,550 1,864
85%56,228 1,406 64,260 1,607 72,293 1,807 80,325 2,008
90%59,535 1,488 68,040 1,701 76,545 1,914 85,050 2,126
95%62,843 1,571 71,820 1,796 80,798 2,020 89,775 2,244
100%66,150 1,654 75,600 1,890 85,050 2,126 94,500 2,363
105%69,458 1,736 79,380 1,985 89,303 2,233 99,225 2,481
110%72,765 1,819 83,160 2,079 93,555 2,339 103,950 2,599
115%76,073 1,902 86,940 2,174 97,808 2,445 108,675 2,717
120%79,400 1,985 90,700 2,268 102,050 2,551 113,400 2,835
Riverside County Income Eligibility as of 8/1/2023. Monthly rent is exclusive of Utility Allowance.
Extremely Low
0-30%Very Low
31-50%Low
51-80%Moderate
81%-120%Total 709
319
595
990
1,310
803
171
194
213
131
Average Mo. RentNo. of UnitsMulti-Family Complexes
HOUSEHOLD SIZE
1 2 3 4
Extremely Low
0-30%Very Low
31-50%Low
51-80%Moderate
81%-120%
Total
128
158
66
Senior Complexes
Average Mo. RentNo. of Units
14
366
322
559
934
1,319
784
09/01/2023 Page 1 of 1 Summary Rpt #1 8.23
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 1 211 1 211
b.1 BR, 1 BA 5 243 4 221 12 228 21 230
c.2 BR, 1 BA 1 243 3 253 5 258 1 238 10 253
d.2 BR, 2 BA 1 243 3 248 4 247
e.Totals 20%5 5 1 1 18 5 1 0 36
2. VERY LOW: 21-25% OF MEDIAN
a.Studio 6 275 6 275
b.1 BR, 1 BA 14 314 4 295 5 303 33 300 56 304
c.2 BR, 1 BA 2 325 7 335 3 326 1 320 13 330
d.2 BR, 2 BA 3 325 10 335 13 333
e.Totals 21-25%14 10 7 3 50 3 1 0 88
3. VERY LOW: 26-30% OF MEDIAN
a.Studio 1 341 1 341
b.1 BR, 1 BA 12 393 3 372 2 380 11 387 28 387
c.2 BR, 1 BA 3 421 1 406 1 411 5 416
d.2 BR, 2 BA 4 411 9 421 13 418
e.Totals 26-30%12 4 2 4 23 0 1 1 47
4. VERY LOW: 31-35% OF MEDIAN
a.Studio 3 406 3 406
b.1 BR, 1 BA 7 462 1 441 11 452 19 455
c.2 BR, 1 BA 2 488 2 498 1 534 1 488 6 499
d.2 BR, 2 BA 4 488 13 498 17 496
e.Totals 31-35%7 4 2 4 26 1 0 1 45
5. VERY LOW: 36-40% OF MEDIAN
a.Studio 2 466 2 466
b.1 BR, 1 BA 9 537 1 522 6 521 16 530
c.2 BR, 1 BA 3 570 7 580 3 565 3 570 16 573
d.2 BR, 2 BA 1 570 11 580 12 579
e.Totals 36-40%9 2 4 1 24 3 0 3 46
6. VERY LOW: 41-45% OF MEDIAN
a.Studio 2 530 2 530
b.1 BR, 1 BA 11 610 4 594 10 594 25 601
c.2 BR, 1 BA 4 663 2 673 3 647 2 652 11 658
d.2 BR, 2 BA 10 662 10 662
e.Totals 41-45%11 2 4 0 24 2 3 2 48
7. VERY LOW: 46-50% OF MEDIAN
a.Studio 5 598 1 598 6 598
b.1 BR, 1 BA 10 685 2 672 8 670 20 678
c.2 BR, 1 BA 1 732 2 740 9 742 5 745 3 735 20 741
d.2 BR, 2 BA 1 740 8 740 9 740
e.Totals 46-50%10 6 5 1 25 5 3 0 55
Total very low =68 33 25 14 190 19 9 7 365
·Percent of total 49.28%54.10%55.56%58.33%50.80%55.88%50.00%46.67%51.48%
8. LOWER: 51-55% OF MEDIAN
a.Studio 0 -
b.1 BR, 1 BA 8 753 2 732 5 747 15 748
c.2 BR, 1 BA 4 816 11 826 4 824 2 811 21 822
d.2 BR, 2 BA 4 816 8 826 12 823
e.Totals 51-55%8 2 4 4 24 4 2 0 48
9. LOWER: 56-60% OF MEDIAN
a.Studio 1 721 1 721
b.1 BR, 1 BA 13 826 1 805 10 820 24 823
c.2 BR, 1 BA 3 898 3 908 1 900 2 905 2 898 11 902
d.2 BR, 2 BA 7 908 7 908
e.Totals 56-60%13 2 3 0 20 1 2 2 43
NEIGHBORS
Aug-23
9/1/2023
CALIFORNIA
VILLAS
DESERT
POINTE
LAGUNA
PALMS
ONE QUAIL
PLACE
PALM
VILLAGE SANTA ROSA TAOS PALMS TOTALS
09/01/2023 Page 1 of 4 Rpt #1 Multi-Family 8.23
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. LOWER: 61-65% OF MEDIAN
a.Studio 1 785 1 785 2 785
b.1 BR, 1 BA 9 956 1 886 12 890 22 917
c.2 BR, 1 BA 1 933 7 990 3 975 2 975 1 980 14 980
d.2 BR, 2 BA 1 980 19 990 20 990
e.Totals 61-65%9 1 3 1 38 3 2 1 58
11. LOWER: 66-70% OF MEDIAN
a.Studio 1 1,018 1 1,018
b.1 BR, 1 BA 5 1,154 2 1,133 6 1,148 13 1,148
c.2 BR, 1 BA 3 1,298 2 1,286 1 1,286 1 1,291 7 1,292
d.2 BR, 2 BA 7 1,280 7 1,280
e.Totals 66-70%5 3 0 0 16 2 1 1 28
12. LOWER: 71-75% OF MEDIAN
a.Studio 2 1,018 2 1,018
b.1 BR, 1 BA 4 1,154 3 1,148 7 1,151
c.2 BR, 1 BA 1 1,390 2 1,400 2 1,385 1 1,385 6 1,391
d.2 BR, 2 BA 6 1,400 6 1,400
e.Totals 71-75%4 2 1 0 11 2 1 0 21
13. LOWER: 76-80% OF MEDIAN
a.Studio 1 1,018 1 1,018
b.1 BR, 1 BA 4 1,154 1 1,148 5 1,153
c.2 BR, 1 BA 4 1,434 1 1,470 1 1,424 6 1,438
d.2 BR, 2 BA 3 1,434 3 1,434
e.Totals 76-80%4 1 0 0 8 1 0 1 15
Total lower =43 11 11 5 117 13 8 5 213
·Percent of total 31.16%18.03%24.44%20.83%31.28%38.24%44.44%33.33%30.04%
14. MODERATE: 81-120% OF MEDIAN
a.Studio 6 1,033 1 1,018 7 1,031
b.1 BR, 1 BA 26 1,163 7 1,181 1 1,141 27 1,152 61 1,160
c.2 BR, 1 BA 1 1,751 3 1,528 7 1,473 14 1,445 2 1,630 1 1,751 3 1,424 31 1,489
d.2 BR, 2 BA 1 1,751 5 1,489 26 1,473 32 1,484
Total moderate =27 17 9 5 67 2 1 3 131
Percent of total 19.57%27.87%20.00%20.83%17.91%5.88%5.56%20.00%18.48%
15. Total units occupied:138 61 45 24 374 34 18 15 709
16. Occupancy rate =98%95%94%100%97%94%90%94%97%
NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 97%
09/01/2023 Page 2 of 4 Rpt #1 Multi-Family 8.23
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 1 291 4 198 3 224 8 219
b.1 BR, 1 BA 2 222 1 328 1 222 5 260 4 238 13 250
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 20%2 2 5 5 7 0 0 21
2. VERY LOW: 21-25% OF MEDIAN
a.Studio 10 364 14 262 17 293 41 300
b.1 BR, 1 BA 3 272 2 290 5 337 7 320 2 297 1 295 20 311
c.2 BR, 1 BA 1 322 1 322
d.2 BR, 2 BA 0 -
e.Totals 21-25%4 10 16 5 24 2 1 62
3. VERY LOW: 26-30% OF MEDIAN
a.Studio 7 441 5 328 15 369 27 380
b.1 BR, 1 BA 2 372 1 496 3 372 3 414 5 406 1 374 2 372 17 397
c.2 BR, 1 BA 1 408 1 408
d.2 BR, 2 BA 0 -
e.Totals 26-30%3 8 8 3 20 1 2 45
4.VERY LOW: 31-35% OF MEDIAN
a.Studio 5 510 5 389 9 435 19 443
b.1 BR, 1 BA 6 431 2 573 7 441 3 483 6 483 5 443 4 441 33 459
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 31-35%6 7 12 3 15 5 4 52
5. VERY LOW: 36-40% OF MEDIAN
a.Studio 8 579 6 453 9 516 23 521
b.1 BR, 1 BA 2 514 1 655 2 514 2 556 4 565 1 516 12 550
c.2 BR, 1 BA 1 567 1 567
d.2 BR, 2 BA 0 -
e.Totals 36-40%3 9 8 2 13 1 0 36
6. VERY LOW: 41-45% OF MEDIAN
a.Studio 6 655 3 517 10 588 19 598
b.1 BR, 1 BA 3 586 1 586 8 648 3 588 1 586 16 617
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 41-45%3 6 4 0 18 3 1 35
7.VERY LOW: 46-50% OF MEDIAN
a.Studio 9 733 3 585 5 666 17 687
b.1 BR, 1 BA 4 664 2 825 2 664 1 706 5 735 1 666 3 664 18 704
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 46-50%4 11 5 1 10 1 3 35
Total very low =25 53 58 19 107 13 11 286
·Percent of total 89.29%73.61%85.29%70.37%75.35%86.67%78.57%78.14%
8. LOWER: 51-55% OF MEDIAN
a.Studio 2 801 3 644 3 734 8 717
b.1 BR, 1 BA 1 732 1 901 2 732 1 774 4 811 2 734 11 780
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 51-55%1 3 5 1 7 2 0 19
9. LOWER: 56-60% OF MEDIAN
a.Studio 2 874 3 807 5 834
b.1 BR, 1 BA 1 805 3 805 3 847 1 893 1 805 9 829
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 56-60%1 2 3 3 4 0 1 14
Aug-23
9/1/2023
PUEBLOS TOTALS SAGE CREST
SR.CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
09/01/2023 Page 3 of 4 Rpt #1 Senior 8.23
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 5 947 6 880 11 910
b.1 BR, 1 BA 1 975 1 878 2 927
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 61-65%0 5 0 0 7 0 1 13
11. LOWER: 66-70% OF MEDIAN
a.Studio 3 1,202 3 1,135 6 1,169
b.1 BR, 1 BA 1 1,133 1 1,133
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 66-70%0 3 1 0 3 0 0 7
12. LOWER: 71-75% OF MEDIAN
a.Studio 4 1,202 4 1,202
b.1 BR, 1 BA 2 1,175 1 1,385 1 1,133 4 1,217
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 71-75%0 4 0 2 1 0 1 8
13. LOWER: 76-80% OF MEDIAN
a.Studio 1 1,202 3 1,135 4 1,152
b.1 BR, 1 BA 1 1,419 1 1,419
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 76-80%0 1 0 0 4 0 0 5
Total lower =2 18 9 6 26 2 3 66
Percent of total 7.14%25.00%13.24%22.22%18.31%13.33%21.43%18.03%
14. MODERATE: 81-120% OF MEDIAN
a.Studio 1 1,281 7 1,135 8 1,153
b.1 BR, 1 BA 2 1,287 2 1,585 4 1,436
c.2 BR, 1 BA 1 1,751 1 1,751
d.2 BR, 2 BA 1 1,751 1 1,751
Total moderate =1 1 1 2 9 0 0 14
Percent of total 3.57%1.39%1.47%7.41%6.34%0.00%0.00%3.83%
15. Total units occupied:28 72 68 27 142 15 14 366
16. Occupancy rate =93%99%94%100%95%100%100%96%NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit typeat that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 97%
09/01/2023 Page 4 of 4 Rpt #1 Senior 8.23
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Aug-23 "MULTI-FAMILY PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 9/1/2023
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 68 33 25 14 190 19 9 7 365
Total rental income 31,954 12,755 12,174 6,124 88,321 9,568 5,110 3,913 169,919
Per occupied unit 470 387 487 437 465 504 568 559 466
LOWER: 51% --> 80%
Occupied units 43 11 11 5 117 13 8 5 213
Total rental income 40,368 10,113 9,952 4,244 118,701 13,933 8,053 5,491 210,855
Per occupied unit 939 919 905 849 1,015 1,072 1,007 1,098 990
MODERATE: 81% --> 120%
Occupied units 27 17 9 5 67 2 1 3 131
Total rental income 31,989 20,800 12,470 7,445 89,632 3,260 1,751 4,272 171,619
Per occupied unit 1,185 1,224 1,386 1,489 1,338 1,630 1,751 1,424 1,310
Summary Income:
Rental 104,311 43,668 34,596 17,813 296,654 26,761 14,914 13,676 552,393
Other Income:
Laundry 344 682 311 396 2,747 1,053 24 269 5,826
Other (1,280) (5,141) (4,412) (2,820) 4,405 689 (3,479) (2,738) (14,777)
Total Operating Income 103,375 39,209 30,495 15,389 303,806 28,503 11,459 11,207 543,443
Occupied Units 138 61 45 24 374 34 18 15 709 Income per occupied unit 749 643 678 641 812 838 637 747 766
EXPENSES
Operating Expenses:
Payroll 23,912 12,692 11,860 4,508 81,954 6,521 3,431 3,489 148,366
Per occupied unit 173 208 264 188 219 192 191 233 209
Administrative 9,695 4,443 6,197 1,214 27,931 1,778 2,091 906 54,256
Per occupied unit 70 73 138 51 75 52 116 60 77
Advertising/Promotion - - - - 91 - - - 91
Per occupied unit - - - - 0 - - - 0
Contract Services 5,778 3,342 3,106 2,124 17,569 1,476 1,691 1,401 36,488
Per occupied unit 42 55 69 89 47 43 94 93 51
Utility Services 13,637 6,117 3,543 2,145 42,766 2,447 1,867 1,447 73,968
Per occupied unit 99 100 79 89 114 72 104 96 104
Maintenance 12,637 2,924 4,783 1,841 33,130 1,485 6,257 5,602 68,659
Per occupied unit 92 48 106 77 89 44 348 373 97
Replacement expense 4,467 2,495 12,815 - 24,070 2,367 920 - 47,135
Per occupied unit 32 41 285 - 64 70 51 - 66
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 70,127 32,013 42,303 11,833 227,511 16,074 16,257 12,844 428,963
Per occupied unit 508 525 940 493 608 473 903 856 605
Summary Revenue and Expenses
Total Operating Income 103,375 39,209 30,495 15,389 303,806 28,503 11,459 11,207 543,443
Total Operating Expenses 70,127 32,013 42,303 11,833 227,511 16,074 16,257 12,844 428,963
Monthly Net Operating Income 33,247 7,196 (11,808) 3,555 76,295 12,428 (4,797) (1,637) 114,480
Per occupied unit 241 118 (262) 148 204 366 (267) (109) 161
FYTD Net Operating Income* 104,356 34,082 8,035 11,094 303,318 33,563 4,488 131 499,067
Previous Fiscal Year NOI (6/30/2023)*381,408 110,067 (6,481) 39,668 1,202,230 76,372 (1,254) 23,691 1,825,701
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).
09/01/2023 Page 1 of 2 Rpt #2 Multi-Family 8.23
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Aug-23 "SENIOR PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 9/1/2023
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 25 53 58 19 107 13 11 286
Total rental income 11,329 29,002 22,016 7,494 48,196 6,129 5,381 129,547
Per occupied unit 453 547 380 394 450 471 489 453
LOWER: 51% --> 80%
Occupied units 2 18 9 6 26 2 3 66
Total rental income 1,537 18,602 6,944 5,665 24,629 1,468 2,816 61,661
Per occupied unit 769 1,033 772 944 947 734 939 934
MODERATE: 81% --> 120%
Occupied units 1 1 1 2 9 - - 14
Total rental income 1,751 1,751 1,281 2,574 11,115 18,472
Per occupied unit 1,751 1,751 1,281 1,287 1,235 1,319
Summary Income:
Rental 14,617 49,355 30,241 15,733 83,940 7,597 8,197 209,680
Other Income:
Laundry - - - - 858 13 - 871
Other 38 (722) (1,741) (1,616) 2,235 4 - (1,803)
Total operating income 14,655 48,633 28,500 14,117 87,033 7,614 8,197 208,748
Occupied Units 28 72 68 27 142 15 14 366
Income per occupied unit 523 675 419 523 613 508 586 570
EXPENSES
Operating Expenses:
Payroll 6,491 12,141 15,068 5,623 13,454 3,907 2,846 59,531
Per occupied unit 232 169 222 208 95 260 203 163
Administrative 1,648 4,354 5,570 1,351 7,874 771 722 22,292
Per occupied unit 59 60 82 50 55 51 52 61
Advertising/promotion - - - - - - - -
Per occupied unit - - - - - - - -
Contract services 1,833 2,680 3,936 2,180 6,110 1,175 1,078 18,992
Per occupied unit 65 37 58 81 43 78 77 52
Utility services 2,970 4,509 7,579 1,544 11,054 1,169 1,056 29,880
Per occupied unit 106 63 111 57 78 78 75 82
Maintenance 2,622 3,451 6,956 680 16,141 739 175 30,764
Per occupied unit 94 48 102 25 114 49 13 84
Replacement expense - 1,053 1,390 - 19,126 - - 21,570
Per occupied unit - 15 20 - 135 - - 59
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 15,565 28,188 40,499 11,379 73,760 7,762 5,877 183,029
Per occupied unit 556 391 596 421 519 517 420 500
Summary Revenue and Expenses
Total Operating Income 14,655 48,633 28,500 14,117 87,033 7,614 8,197 208,748
Total Operating Expenses 15,565 28,188 40,499 11,379 73,760 7,762 5,877 183,029
Monthly Net Operating Income (910) 20,445 (12,000) 2,738 13,273 (148) 2,320 25,719
Per occupied unit (33) 284 (176) 101 93 (10) 166 70
FYTD Net Operating Income* 5,218 54,637 (1,128) 11,662 88,572 3,046 5,859 167,866
Previous Fiscal Year NOI (6/30/2023)* (34,743) 100,758 (74,162) (31,472) 316,792 (20,170) (1,619) 255,384
* 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)
09/01/2023 Page 2 of 2 Rpt #2 Senior 8.23
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Sep-23
REPORT DATE: 10/2/2023 TERESA VAKILI
"MULTI-FAMILY PROPERTIES"Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23
California Villas
a.Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b.Vacant Units 7 5 2 3 4 2 1 3 4 5 4 3 1
c.Occupied Units 134 136 139 138 137 139 140 138 137 136 137 138 140
d.Pending Leases 5 6 5 6 5 2 3 3 4 5 3 3 3
e.Ending Occupied & Pre-leased 139 142 144 144 142 141 143 141 141 141 140 141 143
f.Down Units 1 0 0 0 0 0 0 0 1 1 1 1 1
g.Number of Wait List Contactees 30 40 50 40 50 40 40 40 30 25 200 130 100
h.Re-Cert Pkts Sent Out During Month 10 11 6 12 9 3 9 5 8 12 5 13 13
i.Number of Traffic Qualified 12 15 10 15 25 20 18 20 15 25 10 15 25
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Desert Pointe
a.Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64 64
b.Vacant Units 2 2 1 1 1 2 2 3 4 4 5 3 3
c.Occupied Units 62 62 63 63 63 62 62 61 60 60 59 61 61
d.Pending Leases 0 1 0 0 0 0 2 1 1 3 2 1 1
e.Ending Occupied & Pre-leased 62 63 63 63 63 62 64 62 61 63 61 62 62
f.Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g.Number of Wait List Contactees 15 10 0 0 0 16 15 68 46 64 72 70 46
h.Re-Cert Pkts Sent Out During Month 2 7 3 3 6 4 6 2 4 6 2 9 2
i.Number of Traffic Qualified 10 9 7 13 9 15 30 15 21 17 9 44 9
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 6 5 6 5 1 1 2 2 2 2 2 3 3
c.Occupied Units 42 43 42 43 47 47 46 46 46 46 46 45 45
d.Pending Leases 3 5 6 4 1 1 0 1 1 2 2 2 1
e.Ending Occupied & Pre-leased 45 48 48 47 48 48 46 47 47 48 48 47 46
f.Down Units 1 0 1 1 0 0 1 1 1 0 0 0 0
g.Number of Wait List Contactees 60 55 50 45 50 35 25 20 25 20 30 40 35
h.Re-Cert Pkts Sent Out During Month 3 3 3 4 3 2 1 4 3 5 1 2 5
i.Number of Traffic Qualified 5 8 10 7 9 8 12 10 30 35 40 35 30
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 0 0 0 0 0 0 1 0 1 1 0 0 0
c.Occupied Units 24 24 24 24 24 24 23 24 23 23 24 24 24
d.Pending Leases 0 0 0 0 0 0 1 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 24 24 24 24 24 24 24 24 23 23 24 24 24
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 0 0 0 0 0 7 10 0 33 22 0 0 0
h.Re-Cert Pkts Sent Out During Month 1 0 4 3 0 1 2 3 2 2 2 1 1
i.Number of Traffic Qualified 5 7 5 7 4 8 27 9 16 14 6 10 6
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 11 10 14 13 9 7 6 5 9 10 11 10 17
c.Occupied Units 373 374 370 371 375 377 378 379 375 374 373 374 367
d.Pending Leases 8 4 4 6 4 6 6 5 7 5 12 13 12
e.Ending Occupied & Pre-leased 381 378 374 377 379 383 384 384 382 379 385 387 379
f.Down Units 3 3 5 5 6 2 1 1 3 3 3 2 7
g.Number of Wait List Contactees 150 110 128 123 211 98 133 110 149 101 238 128 157
h.Re-Cert Pkts Sent Out During Month 23 11 29 37 29 32 25 22 31 28 26 20 23
i.Number of Traffic Qualified 46 34 12 19 93 38 93 46 46 23 126 32 47
j.Number of Traffic Non-Qualified 2 4 1 2 1 1 3 3 4 8 6 14 8
10/02/2023 Page 1 of 4 MOS Multi-Family 9.23
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES"Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23
Palm Village
a.Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b.Vacant Units 2 2 0 0 2 2 1 1 1 1 1 2 1
c.Occupied Units 34 34 36 36 34 34 35 35 35 35 35 34 35
d.Pending Leases 0 0 0 0 1 1 0 0 0 1 0 2 1
e.Ending Occupied & Pre-leased 34 34 36 36 35 35 35 35 35 36 35 36 36
f.Down Units 0 0 0 0 1 1 1 1 1 0 0 0 0
g.Number of Wait List Contactees 60 55 50 45 50 15 25 20 20 25 20 20 25
h.Re-Cert Pkts Sent Out During Month 2 2 4 3 2 3 3 2 4 2 2 3 4
i.Number of Traffic Qualified 4 6 4 3 4 4 7 5 10 25 20 25 20
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 3 3 2 4 2 1 1 1 1 2 3 2 1
c.Occupied Units 17 17 18 16 18 19 19 19 19 18 17 18 19
d.Pending Leases 1 1 0 2 1 0 1 1 2 2 3 2 1
e.Ending Occupied & Pre-leased 18 18 18 18 19 19 20 20 21 20 20 20 20
f.Down Units 2 2 2 1 1 1 0 0 0 0 0 0 0
g.Number of Wait List Contactees 60 15 50 45 50 10 25 25 15 25 20 20 25
h.Re-Cert Pkts Sent Out During Month 1 1 1 1 1 1 0 2 0 0 2 3 0
i.Number of Traffic Qualified 0 5 3 2 3 3 5 5 10 8 5 25 20
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a.Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b.Vacant Units 1 0 0 0 0 0 0 0 1 2 1 1 1
c.Occupied Units 15 16 16 16 16 16 16 16 15 14 15 15 15
d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 1 0
e.Ending Occupied & Pre-leased 15 16 16 16 16 16 16 16 15 14 15 16 15
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 10 0 0 0 0 0 0 0 0 48 0 0 0
h.Re-Cert Pkts Sent Out During Month 1 1 1 1 2 1 2 0 2 0 1 1 1
i.Number of Traffic Qualified 3 3 5 3 4 3 4 5 14 11 6 6 4
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23
a.Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b.Vacant Units 32 27 25 26 19 15 14 15 23 27 27 24 27
c.Occupied Units 701 706 708 707 714 718 719 718 710 706 706 709 706
d.Pending Leases 17 17 15 18 12 10 13 11 15 18 22 24 19
e.Ending Occupied & Pre-leased 718 723 723 725 726 728 732 729 725 724 728 733 725
f.Down Units 8 6 9 8 9 5 4 4 7 5 5 4 9
g.Number of Wait List Contactees 385 285 328 298 411 221 273 283 318 330 580 408 388
h.Re-Cert Pkts Sent Out During Month 43 36 51 64 52 47 48 40 54 55 41 52 49
i.Number of Traffic Qualified 85 87 56 69 151 99 196 115 162 158 222 192 161
j.Number of Traffic Non-Qualified 2 4 1 2 1 1 3 3 4 8 6 14 8
10/02/2023 Page 2 of 4 MOS Multi-Family 9.23
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Sep-23
REPORT DATE: 10/2/2023 TERESA VAKILI
"SENIOR PROPERTIES"Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23
Candlewood
a.Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b.Vacant Units 0 0 0 1 1 2 2 2 2 2 2 2 2
c.Occupied Units 30 30 30 29 29 28 28 28 28 28 28 28 28
d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 30 30 30 29 29 28 28 28 28 28 28 28 28
f.Down Units 0 0 0 0 1 2 2 2 2 2 2 2 2
g.Number of Wait List Contactees 0 0 0 10 10 5 19 16 0 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 3 2 4 4 4 3 1 5 3 1 4 3 3
i.Number of Traffic Qualified 8 13 8 4 11 10 8 4 0 0 2 0 0
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a.Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b.Vacant Units 0 1 1 2 1 3 3 3 2 1 0 1 1
c.Occupied Units 73 72 72 71 72 70 70 70 71 72 73 72 72
d.Pending Leases 2 2 0 1 1 0 3 2 2 1 0 0 1
e.Ending Occupied & Pre-leased 75 74 72 72 73 70 73 72 73 73 73 72 73
f.Down Units 0 0 0 0 1 2 2 1 0 0 0 0 0
g.Number of Wait List Contactees 81 89 76 95 50 14 42 72 91 88 49 44 54
h.Re-Cert Pkts Sent Out During Month 3 3 2 3 12 5 7 7 7 10 2 6 3
i.Number of Traffic Qualified 7 2 3 1 2 6 2 1 7 3 0 3 4
j.Number of Traffic Non-Qualified 1 2 0 1 2 1 0 0 0 2 1 1 2
Catalina Gardens
a.Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b.Vacant Units 2 2 2 2 3 2 3 3 3 3 3 4 4
c.Occupied Units 70 70 70 70 69 70 69 69 69 69 69 68 68
d.Pending Leases 0 1 1 0 1 1 0 1 1 0 1 1 2
e.Ending Occupied & Pre-leased 70 71 71 70 70 71 69 70 70 69 70 69 70
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 88 101 96 83 89 76 68 71 20 10 12 26 27
h.Re-Cert Pkts Sent Out During Month 4 4 3 6 2 6 12 10 1 7 5 10 10
i.Number of Traffic Qualified 21 13 27 14 37 21 17 8 4 3 3 5 3
j.Number of Traffic Non-Qualified 1 1 1 1 1 1 2 0 0 0 1 1 2
La Rocca Villas
a.Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b.Vacant Units 0 0 0 0 0 0 0 0 1 0 0 0 1
c.Occupied Units 27 27 27 27 27 27 27 27 26 27 27 27 26
d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 27 27 27 27 27 27 27 27 26 27 27 27 26
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 0 0 0 0 0 0 0 10 38 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 0 4 2 1 1 2 4 2 1 3 1 2 0
i.Number of Traffic Qualified 41 7 4 10 4 10 3 11 13 18 13 22 18
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 3 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 6 4 4 4 8 7 7 6 5 7 6 8 7
c.Occupied Units 144 146 146 146 142 143 143 144 145 143 144 142 143
d.Pending Leases 2 1 2 3 4 4 2 2 2 1 2 4 6
e.Ending Occupied & Pre-leased 146 147 148 149 146 147 145 146 147 144 146 146 149
f.Down Units 4 4 3 3 4 4 4 4 4 3 3 3 2
g.Number of Wait List Contactees 149 130 61 33 54 15 33 31 63 54 149 191 108
h.Re-Cert Pkts Sent Out During Month 18 10 9 8 10 3 4 8 14 18 14 10 10
i.Number of Traffic Qualified 48 27 25 30 41 35 37 34 32 41 38 37 34
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
10/02/2023 Page 3 of 4 MOS Senior 9.23
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES"Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23
Pueblos
a.Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 15
b.Vacant Units 0 0 0 0 1 1 1 1 0 0 0 0 0
c.Occupied Units 15 15 15 15 14 14 14 14 15 15 15 15 15
d.Pending Leases 0 0 0 0 0 1 1 1 0 0 0 0 0
e.Ending Occupied & Pre-leased 15 15 15 15 14 15 15 15 15 15 15 15 15
f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g.Number of Wait List Contactees 0 0 10 15 18 9 17 9 0 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 0 0 0 0 1 1 3 3 1 1 3 1 1
i.Number of Traffic Qualified 3 2 3 4 11 5 4 2 0 0 2 0 0
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 2 0 0 0 0 0 0 0 0 0 0 0
c.Occupied Units 13 12 14 14 14 14 14 14 14 14 14 14 14
d.Pending Leases 0 1 0 0 0 0 0 0 0 0 0 0 0
e.Ending Occupied & Pre-leased 13 13 14 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.Number of Wait List Contactees 5 16 12 5 4 0 0 0 0 0 0 0 0
h.Re-Cert Pkts Sent Out During Month 0 0 0 2 2 2 1 1 2 1 2 2 2
i.Number of Traffic Qualified 3 2 6 5 1 3 3 1 0 0 2 0 0
j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23
a.Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b.Vacant Units 9 9 7 9 14 15 16 15 13 13 11 15 15
c.Occupied Units 372 372 374 372 367 366 365 366 368 368 370 366 366
d.Pending Leases 4 5 3 4 6 6 6 6 5 2 3 5 9
e.Ending Occupied & Pre-leased 376 377 377 376 373 372 371 372 373 370 373 371 375
f.Down Units 4 4 3 3 6 8 8 7 6 5 5 5 4
g.Number of Wait List Contactees 323 336 255 241 225 119 179 209 212 152 210 261 189
h.Re-Cert Pkts Sent Out During Month 28 23 20 24 32 22 32 36 29 41 31 34 29
i.Number of Traffic Qualified 131 66 76 68 107 90 74 61 56 65 60 67 59
j.Number of Traffic Non-Qualified 2 3 1 2 3 2 2 0 0 2 5 2 4
10/02/2023 Page 4 of 4 MOS Senior 9.23
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET SEPTEMBER 2023
AMI %Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20%13,230 276 15,120 315 17,010 354 18,900 394
25%16,538 345 18,900 394 21,263 443 23,625 492
30%19,600 408 22,400 467 25,200 525 30,000 625
35%23,153 482 26,460 551 29,768 620 33,075 689
40%26,460 551 30,240 630 34,020 709 37,800 788
45%29,768 620 34,020 709 38,273 797 42,525 886
50%32,650 680 37,300 777 41,950 874 46,600 971
55%36,383 758 41,580 866 46,778 975 51,975 1,083
60%39,690 827 45,360 945 51,030 1,063 56,700 1,181
65%42,998 1,075 49,140 1,229 55,283 1,382 61,425 1,536
70%46,305 1,158 52,920 1,323 59,535 1,488 66,150 1,654
75%49,613 1,240 56,700 1,418 63,788 1,595 70,875 1,772
80%52,200 1,305 59,650 1,491 67,100 1,678 74,550 1,864
85%56,228 1,406 64,260 1,607 72,293 1,807 80,325 2,008
90%59,535 1,488 68,040 1,701 76,545 1,914 85,050 2,126
95%62,843 1,571 71,820 1,796 80,798 2,020 89,775 2,244
100%66,150 1,654 75,600 1,890 85,050 2,126 94,500 2,363
105%69,458 1,736 79,380 1,985 89,303 2,233 99,225 2,481
110%72,765 1,819 83,160 2,079 93,555 2,339 103,950 2,599
115%76,073 1,902 86,940 2,174 97,808 2,445 108,675 2,717
120%79,400 1,985 90,700 2,268 102,050 2,551 113,400 2,835
Riverside County Income Eligibility as of 8/1/2023. Monthly rent is exclusive of Utility Allowance.
Extremely Low
0-30%Very Low
31-50%Low
51-80%Moderate
81%-120%Total 706
320
595
993
1,311
805
172
192
213
129
Average Mo. RentNo. of UnitsMulti-Family Complexes
HOUSEHOLD SIZE
1 2 3 4
Extremely Low
0-30%Very Low
31-50%Low
51-80%Moderate
81%-120%
Total
126
157
68
Senior Complexes
Average Mo. RentNo. of Units
15
366
321
558
925
1,307
778
10/02/2023 Page 1 of 1 Summary Rpt #1 9.23
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 1 211 1 211
b.1 BR, 1 BA 5 243 4 219 11 228 20 230
c.2 BR, 1 BA 1 243 3 253 5 252 1 238 10 250
d.2 BR, 2 BA 1 243 4 246 5 245
e.Totals 20%5 5 1 1 18 5 1 0 36
2. VERY LOW: 21-25% OF MEDIAN
a.Studio 6 275 6 275
b.1 BR, 1 BA 15 315 4 295 5 303 32 301 56 304
c.2 BR, 1 BA 1 325 7 335 3 326 1 320 12 331
d.2 BR, 2 BA 3 325 10 335 13 333
e.Totals 21-25%15 10 6 3 49 3 1 0 87
3. VERY LOW: 26-30% OF MEDIAN
a.Studio 1 341 1 341
b.1 BR, 1 BA 12 393 3 372 2 380 11 387 28 387
c.2 BR, 1 BA 1 391 3 421 2 379 1 406 1 411 8 404
d.2 BR, 2 BA 4 411 8 421 12 418
e.Totals 26-30%12 4 3 4 22 2 1 1 49
4. VERY LOW: 31-35% OF MEDIAN
a.Studio 3 406 3 406
b.1 BR, 1 BA 7 464 1 441 11 452 19 456
c.2 BR, 1 BA 2 488 3 498 1 534 1 488 7 499
d.2 BR, 2 BA 4 488 11 498 15 495
e.Totals 31-35%7 4 2 4 25 1 0 1 44
5. VERY LOW: 36-40% OF MEDIAN
a.Studio 2 466 2 466
b.1 BR, 1 BA 11 543 1 522 7 525 19 535
c.2 BR, 1 BA 3 570 7 580 3 565 3 570 16 573
d.2 BR, 2 BA 1 570 10 581 11 580
e.Totals 36-40%11 2 4 1 24 3 0 3 48
6. VERY LOW: 41-45% OF MEDIAN
a.Studio 2 530 2 530
b.1 BR, 1 BA 11 610 4 594 10 606 25 606
c.2 BR, 1 BA 3 664 2 673 3 647 2 652 10 658
d.2 BR, 2 BA 12 659 12 659
e.Totals 41-45%11 2 4 0 25 2 3 2 49
7. VERY LOW: 46-50% OF MEDIAN
a.Studio 4 598 4 598
b.1 BR, 1 BA 13 688 2 672 7 679 22 684
c.2 BR, 1 BA 1 732 2 740 8 752 4 748 3 735 18 746
d.2 BR, 2 BA 1 740 6 750 7 749
e.Totals 46-50%13 5 4 1 21 4 3 0 51
Total very low =74 32 24 14 184 20 9 7 364
·Percent of total 52.86%52.46%53.33%58.33%50.14%57.14%47.37%46.67%51.56%
8. LOWER: 51-55% OF MEDIAN
a.Studio 1 690 1 690
b.1 BR, 1 BA 7 759 2 732 7 747 16 750
c.2 BR, 1 BA 4 816 10 826 4 828 2 811 20 823
d.2 BR, 2 BA 4 816 8 826 12 823
e.Totals 51-55%7 2 5 4 25 4 2 0 49
9. LOWER: 56-60% OF MEDIAN
a.Studio 2 740 2 740
b.1 BR, 1 BA 13 830 10 820 23 825
c.2 BR, 1 BA 2 898 3 908 1 900 2 905 2 898 10 903
d.2 BR, 2 BA 8 908 8 908
e.Totals 56-60%13 2 2 0 21 1 2 2 43
NEIGHBORS
Sep-23
10/2/2023
CALIFORNIA
VILLAS
DESERT
POINTE
LAGUNA
PALMS
ONE QUAIL
PLACE
PALM
VILLAGE SANTA ROSA TAOS PALMS TOTALS
10/02/2023 Page 1 of 4 Rpt #1 Multi-Family 9.23
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. LOWER: 61-65% OF MEDIAN
a.Studio 1 785 1 785 2 785
b.1 BR, 1 BA 8 995 1 886 13 910 22 940
c.2 BR, 1 BA 1 933 6 990 3 975 2 975 1 980 13 979
d.2 BR, 2 BA 1 980 20 1,018 21 1,016
e.Totals 61-65%8 1 3 1 39 3 2 1 58
11. LOWER: 66-70% OF MEDIAN
a.Studio 1 1,018 1 1,018
b.1 BR, 1 BA 3 1,154 2 1,133 6 1,148 11 1,147
c.2 BR, 1 BA 1 1,291 3 1,298 2 1,286 2 1,314 1 1,291 9 1,297
d.2 BR, 2 BA 7 1,280 7 1,280
e.Totals 66-70%3 3 1 0 16 2 2 1 28
12. LOWER: 71-75% OF MEDIAN
a.Studio 2 1,018 2 1,018
b.1 BR, 1 BA 4 1,154 3 1,148 7 1,151
c.2 BR, 1 BA 1 1,390 2 1,400 2 1,385 1 1,385 6 1,391
d.2 BR, 2 BA 5 1,400 5 1,400
e.Totals 71-75%4 2 1 0 10 2 1 0 20
13. LOWER: 76-80% OF MEDIAN
a.Studio 1 1,018 1 1,018
b.1 BR, 1 BA 4 1,154 1 1,148 5 1,153
c.2 BR, 1 BA 4 1,434 1 1,470 1 1,424 6 1,438
d.2 BR, 2 BA 3 1,434 3 1,434
e.Totals 76-80%4 1 0 0 8 1 0 1 15
Total lower =39 11 12 5 119 13 9 5 213
·Percent of total 27.86%18.03%26.67%20.83%32.43%37.14%47.37%33.33%30.17%
14. MODERATE: 81-120% OF MEDIAN
a.Studio 7 1,068 7 1,068
b.1 BR, 1 BA 26 1,163 7 1,181 2 1,223 26 1,150 61 1,162
c.2 BR, 1 BA 1 1,751 3 1,528 7 1,473 14 1,439 2 1,630 1 1,751 3 1,424 31 1,487
d.2 BR, 2 BA 1 1,751 5 1,489 24 1,481 30 1,492
Total moderate =27 18 9 5 64 2 1 3 129
Percent of total 19.29%29.51%20.00%20.83%17.44%5.71%5.26%20.00%18.27%
15. Total units occupied:140 61 45 24 367 35 19 15 706
16. Occupancy rate =99%95%94%100%96%97%95%94%96%
NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98%
10/02/2023 Page 2 of 4 Rpt #1 Multi-Family 9.23
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 1 291 4 198 3 224 8 219
b.1 BR, 1 BA 2 222 1 328 1 222 5 260 4 238 13 250
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 20%2 2 5 5 7 0 0 21
2. VERY LOW: 21-25% OF MEDIAN
a.Studio 10 364 13 261 17 293 40 300
b.1 BR, 1 BA 3 272 2 290 5 337 7 320 2 293 1 295 20 310
c.2 BR, 1 BA 1 322 1 322
d.2 BR, 2 BA 0 -
e.Totals 21-25%4 10 15 5 24 2 1 61
3. VERY LOW: 26-30% OF MEDIAN
a.Studio 6 441 6 328 15 369 27 376
b.1 BR, 1 BA 2 372 1 496 3 372 3 414 4 406 1 374 2 372 16 396
c.2 BR, 1 BA 1 408 1 408
d.2 BR, 2 BA 0 -
e.Totals 26-30%3 7 9 3 19 1 2 44
4.VERY LOW: 31-35% OF MEDIAN
a.Studio 5 510 5 389 10 436 20 443
b.1 BR, 1 BA 5 429 2 573 7 441 3 483 7 483 5 443 3 441 32 461
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 31-35%5 7 12 3 17 5 3 52
5. VERY LOW: 36-40% OF MEDIAN
a.Studio 9 585 5 453 7 516 21 530
b.1 BR, 1 BA 3 514 1 655 2 514 2 556 4 565 1 516 2 521 15 544
c.2 BR, 1 BA 1 567 1 567
d.2 BR, 2 BA 0 -
e.Totals 36-40%4 10 7 2 11 1 2 37
6. VERY LOW: 41-45% OF MEDIAN
a.Studio 6 664 3 517 10 588 19 601
b.1 BR, 1 BA 3 586 1 586 8 648 3 588 1 586 16 617
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 41-45%3 6 4 0 18 3 1 35
7. VERY LOW: 46-50% OF MEDIAN
a.Studio 6 733 3 585 6 666 15 677
b.1 BR, 1 BA 4 664 2 825 2 664 1 706 5 735 1 666 3 664 18 704
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 46-50%4 8 5 1 11 1 3 33
Total very low =25 50 57 19 107 13 12 283
·Percent of total 89.29%69.44%83.82%73.08%74.83%86.67%85.71%77.32%
8. LOWER: 51-55% OF MEDIAN
a.Studio 4 801 4 644 3 734 11 726
b.1 BR, 1 BA 1 732 1 901 2 732 1 774 4 811 2 734 11 780
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 51-55%1 5 6 1 7 2 0 22
9. LOWER: 56-60% OF MEDIAN
a.Studio 2 874 3 807 5 834
b.1 BR, 1 BA 1 805 3 805 3 847 1 893 1 842 9 833
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 56-60%1 2 3 3 4 0 1 14
Sep-23
10/2/2023
PUEBLOS TOTALS SAGE CREST
SR.CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
10/02/2023 Page 3 of 4 Rpt #1 Senior 9.23
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 6 947 6 880 12 914
b.1 BR, 1 BA 1 975 1 878 2 927
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 61-65%0 6 0 0 7 0 1 14
11. LOWER: 66-70% OF MEDIAN
a.Studio 3 1,202 2 1,135 5 1,175
b.1 BR, 1 BA 1 1,133 1 1,133
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 66-70%0 3 1 0 2 0 0 6
12. LOWER: 71-75% OF MEDIAN
a.Studio 4 1,202 1 1,135 5 1,189
b.1 BR, 1 BA 1 1,175 2 1,417 3 1,336
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 71-75%0 4 0 1 3 0 0 8
13. LOWER: 76-80% OF MEDIAN
a.Studio 1 1,202 2 1,135 3 1,157
b.1 BR, 1 BA 1 1,419 1 1,419
c.2 BR, 1 BA 0 -
d.2 BR, 2 BA 0 -
e.Totals 76-80%0 1 0 0 3 0 0 4
Total lower =2 21 10 5 26 2 2 68
Percent of total 7.14%29.17%14.71%19.23%18.18%13.33%14.29%18.58%
14. MODERATE: 81-120% OF MEDIAN
a.Studio 1 1,281 8 1,135 9 1,151
b.1 BR, 1 BA 2 1,287 2 1,585 4 1,436
c.2 BR, 1 BA 1 1,751 1 1,751
d.2 BR, 2 BA 1 1,751 1 1,751
Total moderate =1 1 1 2 10 0 0 15
Percent of total 3.57%1.39%1.47%7.69%6.99%0.00%0.00%4.10%
15. Total units occupied:28 72 68 26 143 15 14 366
16. Occupancy rate =93%99%94%96%95%100%100%96%NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit typeat that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 97%
10/02/2023 Page 4 of 4 Rpt #1 Senior 9.23
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Sep-23 "MULTI-FAMILY PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 10/2/2023
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 74 32 24 14 184 20 9 7 364
Total rental income 35,531 12,149 11,642 6,124 85,184 9,563 5,110 3,913 169,216
Per occupied unit 480 380 485 437 463 478 568 559 465
LOWER: 51% --> 80%
Occupied units 39 11 12 5 119 13 9 5 213
Total rental income 36,757 10,067 11,035 4,244 120,587 13,949 9,395 5,491 211,525
Per occupied unit 942 915 920 849 1,013 1,073 1,044 1,098 993
MODERATE: 81% --> 120%
Occupied units 27 18 9 5 64 2 1 3 129
Total rental income 31,989 22,078 12,757 7,445 85,590 3,260 1,751 4,272 169,142
Per occupied unit 1,185 1,227 1,417 1,489 1,337 1,630 1,751 1,424 1,311
Summary Income:
Rental 104,277 44,294 35,434 17,813 291,361 26,772 16,256 13,676 549,883
Other Income:
Laundry 266 - - - 2,475 - - - 2,741
Other (619) (4,485) 4,644 (3,256) 14,356 (1,658) (2,768) 929 7,143
Total Operating Income 103,924 39,809 40,078 14,557 308,192 25,114 13,488 14,605 559,768
Occupied Units 140 61 45 24 367 35 19 15 706 Income per occupied unit 742 653 891 607 840 718 710 974 793
EXPENSES
Operating Expenses:
Payroll 35,902 18,856 17,835 6,506 130,069 9,916 7,635 5,154 231,872
Per occupied unit 256 309 396 271 354 283 402 344 328
Administrative 8,090 3,520 3,146 1,270 28,965 3,097 1,114 1,067 50,268
Per occupied unit 58 58 70 53 79 88 59 71 71
Advertising/Promotion - - - - 91 - - - 91
Per occupied unit - - - - 0 - - - 0
Contract Services 6,678 3,279 3,551 4,467 29,546 2,261 2,886 2,036 54,705
Per occupied unit 48 54 79 186 81 65 152 136 77
Utility Services 29,065 10,598 4,713 2,202 67,736 2,619 1,959 1,455 120,347
Per occupied unit 208 174 105 92 185 75 103 97 170
Maintenance 11,581 3,183 7,276 2,735 60,618 8,008 6,513 3,684 103,598
Per occupied unit 83 52 162 114 165 229 343 246 147
Replacement expense 2,935 613 5,765 1,621 42,763 2,784 620 1,800 58,901
Per occupied unit 21 10 128 68 117 80 33 120 83
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 94,250 40,049 42,286 18,801 359,789 28,686 20,727 15,196 619,783
Per occupied unit 673 657 940 783 980 820 1,091 1,013 878
Summary Revenue and Expenses
Total Operating Income 103,924 39,809 40,078 14,557 308,192 25,114 13,488 14,605 559,768
Total Operating Expenses 94,250 40,049 42,286 18,801 359,789 28,686 20,727 15,196 619,783
Monthly Net Operating Income 9,674 (240) (2,208) (4,244) (51,597) (3,572) (7,239) (591) (60,015)
Per occupied unit 69 (4) (49) (177) (141) (102) (381) (39) (85)
FYTD Net Operating Income* 116,964 34,456 11,592 8,471 294,484 32,776 (2,131) 1,341 497,953
Previous Fiscal Year NOI (6/30/2023)*381,408 110,067 (6,481) 39,668 1,202,230 76,372 (1,254) 23,691 1,825,701
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).
10/02/2023 Page 1 of 2 Rpt #2 Multi-Family 9.23
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Sep-23 "SENIOR PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 10/2/2023
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 25 50 57 19 107 13 12 283
Total rental income 11,402 27,049 21,616 7,494 48,352 6,121 5,981 128,015
Per occupied unit 456 541 379 394 452 471 498 452
LOWER: 51% --> 80%
Occupied units 2 21 10 5 26 2 2 68
Total rental income 1,537 21,151 7,588 4,490 24,943 1,468 1,720 62,897
Per occupied unit 769 1,007 759 898 959 734 860 925
MODERATE: 81% --> 120%
Occupied units 1 1 1 2 10 - - 15
Total rental income 1,751 1,751 1,281 2,574 12,250 19,607
Per occupied unit 1,751 1,751 1,281 1,287 1,225 1,307
Summary Income:
Rental 14,690 49,951 30,485 14,558 85,545 7,589 7,701 210,519
Other Income:
Laundry - - 14 - - 14 - 28
Other (1,746) (1,068) (1,930) (41) 1,046 (51) - (3,790)
Total operating income 12,944 48,883 28,569 14,517 86,591 7,552 7,701 206,756
Occupied Units 28 72 68 26 143 15 14 366
Income per occupied unit 462 679 420 558 606 503 550 565
EXPENSES
Operating Expenses:
Payroll 9,363 24,532 21,543 8,409 20,076 5,613 4,020 93,556
Per occupied unit 334 341 317 323 140 374 287 256
Administrative 1,771 7,041 4,677 1,338 8,636 764 707 24,934
Per occupied unit 63 98 69 51 60 51 51 68
Advertising/promotion - - 123 - - - - 123
Per occupied unit - - 2 - - - - 0
Contract services 3,111 3,508 4,656 2,815 6,610 1,810 4,315 26,826
Per occupied unit 111 49 68 108 46 121 308 73
Utility services 3,961 20,384 7,144 3,158 19,578 1,252 1,230 56,708
Per occupied unit 141 283 105 121 137 83 88 155
Maintenance 4,434 3,913 12,272 848 22,110 939 111 44,627
Per occupied unit 158 54 180 33 155 63 8 122
Replacement expense 2,367 3,800 10,344 244 6,225 4,124 2,050 29,155
Per occupied unit 85 53 152 9 44 275 146 80
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 25,008 63,178 60,759 16,813 83,236 14,501 12,432 275,928
Per occupied unit 893 877 894 647 582 967 888 754
Summary Revenue and Expenses
Total Operating Income 12,944 48,883 28,569 14,517 86,591 7,552 7,701 206,756
Total Operating Expenses 25,008 63,178 60,759 16,813 83,236 14,501 12,432 275,928
Monthly Net Operating Income (12,064) (14,295) (32,190) (2,296) 3,355 (6,950) (4,731) (69,172)
Per occupied unit (431) (199) (473) (88) 23 (463) (338) (189)
FYTD Net Operating Income* (4,479) 44,142 (22,973) 9,610 98,152 220 3,177 127,849
Previous Fiscal Year NOI (6/30/2023)* (34,743) 100,758 (74,162) (31,472) 316,792 (20,170) (1,619) 255,384
* 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)
10/02/2023 Page 2 of 2 Rpt #2 Senior 9.23
Palm Desert Housing Authority
Project Report
September 2023
1
California Villas - 141 Units
77-107 California Drive
•Completed three (3) make ready units which include painting, cleaning and maintenance
•Repaired and refinished tub and enclosure in occupied unit #C-1
•Irrigation repair by Buildings A, F, H and I
•Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures
•Cleaned debris and leaves around sidewalks, parking lots and carports
08/31/23
# 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)
12 0 / 0 3 / 0 0 4
Candlewood - 30 Units
74-000 Shadow Mountain Drive
•Replaced leaking water supply line to water heater in unit #14
•Pool pump repair, replaced leaking seal plate with gasket
•Irrigation repair by units #3, #10 and pool area
•Checked all fire extinguishers
•Cleaned debris and leaves around parking lots and carports
•Cleaned and detailed top railings, elevator, pools, laundry room, dumpsters and enclosures
08/31/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
25 0 / 0 0 / 0 0 0
Carlos Ortega Villas – 73 Units
77-915 Avenue of the States
•Detailed clubhouse, office, pool and laundry rooms
•Cleaned debris and leaves around sidewalks, parking lots and carports
08/31/23
# 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)
27 0 / 0 0 / 0 0 0
Palm Desert Housing Authority
Project Report
September 2023
2
Catalina Gardens - 72 Units
73-600 Catalina Way
•Repaired and refinished kitchen countertop, vanity, tub and enclosure in unit #N-1
•Refinished vanity, tub and enclosure in unit #I-3
•Replaced carpet with vinyl in unit #B-3, reasonable accommodation
•Irrigation repair by unit #P-4, Buildings A, C, N, K and S
•Inspected all fire extinguishers throughout the property
•Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room
•Cleaned debris and leaves around walkways, carports, dumpster and enclosures
08/31/23
# 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)
33 0 / 0 0 / 0 0 0
Desert Pointe - 64 Units
43-805 Monterey Avenue
•Completed two (2) make ready units which include painting, cleaning and maintenance
•Steam cleaned carpet in the leasing office
•Cleaned up river rocks along the Monterey street after the storm
•Demo playground and installed grass and plants
•Detailed laundry rooms
•Cleaned and detailed workshop, mailbox area, pool area and furniture
•Cleaned debris and leaves around walkways, dumpster area, parking lots and carports
08/31/23
# 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)
13 0 / 1 0 / 1 0 0
Laguna Palms - 48 Units
73-875 Santa Rosa Way
•Replaced old and damaged vinyl in occupied units #36 and #40
•Replaced carpet in the bedroom and living room of unit #11, make ready unit
•Steam cleaned carpet in the leasing office
•Cleaned and checked all light fixtures throughout the property
•Cleaned and detailed laundry, pool area, dumpsters and enclosures
08/31/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
18 0 / 3 0 / 0 0 0
Palm Desert Housing Authority
Project Report
September 2023
3
La Rocca Villas - 27 Units
72-135 Golden Eagle Lane
•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
08/31/23
# 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
Las Serenas - 150 Units
73-315 Country Club Drive
•Completed three (3) make ready units which include painting, cleaning and maintenance
•Repaired and refinished tub and enclosure in the bathroom of unit #233
•Cleaned air ducts in unit #178, reasonable accommodation
•Irrigation repair by unit #235
•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
08/31/23
# 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)
79 0 / 0 0 / 0 0 0
Neighbors - 24 Units
73-535 Santa Rosa Way
•Replaced damaged vinyl in the guest bedroom of unit #5 due to the storm
•Replaced A/C in unit #12
•Replaced cracked concretes in the entrance of the parking lot
•Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures
•De-webbed, cleaned debris and leaves throughout the property
08/31/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
4 0 / 1 0 / 0 0 0
Palm Desert Housing Authority
Project Report
September 2023
4
One Quail Place - 384 Units
72-600 Fred Waring Dr.
•Completed five (5) make ready units which include painting, cleaning, and maintenance
•Replaced cracked shower tub in the bathroom of unit #2705
•Repaired a leak coming from the kitchen ceiling hot water copper line in unit #1903 and patched
drywall after the leak repair was done
•Installed new walk-in shower in the bathroom of unit #3905, old shower stall was cracked
•Installed vinyl throughout units #2111 and #3905 due to reasonable accommodation
•Steam cleaned carpet in the leasing office
•Replaced circulation pump basket for pool #2 and pool #3
•Replaced autofill valve for spa #2 and skimmer b asket for spa #3
•Replaced landscape light post near the parking lot in Building 21
•Removal of two dead trees with stump
•Irrigation repair near unit #1505, Buildings 4, 8, 24, 30 and pool #2
•Detailed laundry rooms
•De-webbed, cleaned debris and leaves throughout the property
•Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures
08/31/23
# 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)
139 1 / 2 7 / 3 2 0
Palm Village - 36 Units
73-650 Santa Rosa Way
•Completed one (1) make ready unit which includes painting, cleaning, and maintenance
•Refinished tub and enclosure in the bathroom of units #213 and #312
•Replaced landscape light post located eastside of parking lot, damaged from the storm
•Installed 35 tons of Wash sand for playground area
•Detailed laundry
•Cleaned and checked all light fixtures throughout the property
•Cleaned and detailed stairs, dumpster areas and enclosures
08/31/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
16 0 / 0 2 / 0 3 0
Palm Desert Housing Authority
Project Report
September 2023
5
Pueblos - 15 Units
73-695 Santa Rosa Way
•Detailed laundry room
•Refilled eroded areas in the back patios of unit #107 through unit #111
•Checked all fire extinguishers
•Cleaned and detailed pool, pool furniture, dumpster area and enclosures
•De-webbed and cleaned debris and leaves throughout property
08/31/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
19 0 / 0 0 / 0 0 0
Sage Crest Senior - 14 Units
73-811 Santa Rosa Way
•Elevator annual testing
•Checked all fire extinguishers
•Power washed dumpster area and enclosures
•De-webbed and cleaned debris and leaves throughout the property
08/31/23
# 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
•Completed two (2) make ready units which include painting, cleaning and maintenance
•Detailed laundry room
•Repaired leaking shower drain from the upstairs bathroom of unit #8 and replaced drywall ceiling in
downstairs unit #6 that was damaged from the leak
•Cleaned stairs and light fixtures throughout property
•De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures
08/31/23
# 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 1 / 1 0 0
Palm Desert Housing Authority
Project Report
September 2023
6
Taos Palms - 16 Units
44-830 Las Palmas
•Completed one (1) make ready unit which includes painting, cleaning and maintenance
•Cleaned and checked all light fixtures throughout the property
•Cleaned and detailed walkways, pool, dumpster areas and enclosures
•De-webbed, cleaned debris and leaves throughout the property
08/31/23
# 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)
1 0 / 1 0 / 0 0 0
ALL PDHA PROPERTIES:
•Annual tree trimming completed for all properties
•Scalped and over seeded turf areas
08/31/23
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)
415 1 / 8 13 / 5 5 4
Palm Desert Housing Authority
Project Report
October 2023
1
California Villas - 141 Units
77-107 California Drive
•Completed three (3) make ready units which include painting, cleaning and maintenance
•Replaced leaking toilet in the bathroom of unit #F-19, extracted water and steam cleaned carpet that
was water damaged
•Mold remediation in unit #G-19, tested air quality and result was clear
•Repaired and refinished tub and enclosure in units #I-1 and #J-1
•Repaired and refinished kitchen counter, vanity, tub and enclosure in unit #E-11
•Repaired and refinished counter tops in the pool bathrooms
•Installed new water heater in unit #F-16
•Irrigation repair by Buildings A, H, units #I-8 and #F-13
•Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures
•Cleaned debris and leaves around sidewalks, parking lots and carports
09/30/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
25 0 / 0 0 / 2 0 1
Candlewood - 30 Units
74-000 Shadow Mountain Drive
•Installed grab bar in the bathroom of unit #10, reasonable accommodation
•Installed new water heater in unit #22
•Termite treatment in units #2 and #4
•Irrigation repair by units #4 and #C
•Checked all fire extinguishers
•Cleaned debris and leaves around parking lots and carports
•Cleaned and detailed top railings, elevator, pools, laundry room, dumpsters and enclosures
09/30/23
# 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)
12 0 / 0 0 / 0 0 0
Carlos Ortega Villas – 73 Units
77-915 Avenue of the States
•Completed one (1) make ready unit which includes painting, cleaning and maintenance
•Replaced cracked kitchen counter top in unit #906
•Replaced carpet in unit #806
•Detailed clubhouse, office, pool and laundry rooms
•Cleaned debris and leaves around sidewalks, parking lots and carports
09/30/23
# of Service
Request(s)
#Carpet/Vinyl
Replacement
Service Request(s)
#Carpet/Vinyl
Replacement
Move Out(s)
#Appliance(s)
Replacement
Service Request(s)
#Appliance(s)
Replacement
Move Out(s)
16 0 / 0 1 / 0 0 0
Palm Desert Housing Authority
Project Report
October 2023
3
La Rocca Villas - 27 Units
72-135 Golden Eagle Lane
•Detailed clubhouse, restrooms and laundry room
•Bio-hazard clean out inside unit #42203, unattended death
•Irrigation repair next to unit #42161
•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
09/30/23
# 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)
14 0 / 0 0 / 0 0 0
Las Serenas - 150 Units
73-315 Country Club Drive
•Completed three (3) make ready units which include painting, cleaning and maintenance
•Cleaned air ducts in unit #237, previous tenant was a heavy smoker
•Converted tub into walk-in shower in the bathroom of unit #237
•Replaced a section of leaking ABS pipe in the bathroom of unit #208
•Installed new water heater in units #153 and #220
•Irrigation repair by units #162, #214, Buildings B, C, D and H
•Replaced pool filter for pool #3
•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
09/30/23
# 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)
36 0 / 0 4 / 4 2 2
Neighbors - 24 Units
73-535 Santa Rosa Way
•Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures
•De-webbed, cleaned debris and leaves throughout the property
09/30/23
# 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)
1 0 / 0 0 / 0 0 0
Palm Desert Housing Authority
Project Report
October 2023
4
One Quail Place - 384 Units
72-600 Fred Waring Dr.
•Completed two (2) make ready units which include painting, cleaning, and maintenance
•Replaced broken sliding glass door and window in unit #803
•Repaired and refinished tub and enclosure in the bathroom of unit #3404
•Installed wheelchair ramp for unit #907, reasonable accommodation
•Replaced heater for pool #1, leaking internally and could not be repaired
•Replaced underwater light fixture for spa #1, spa #3 and pool #3
•Replaced burnt out underwater light fixture bulb and gasket for pool #1, pool #2 and pool #3
•Replaced filter for pool #2 and spa #1
•Replaced four (4) tires for two (2) golf carts
•Repaired leaking water service main line located on the corner of the maintenance building and
Building 20
•Repaired leaking fountain pump located in the front of the property, replaced pump seal place and
gasket
•Irrigation repair near Building 2
•Detailed laundry rooms
•De-webbed, cleaned debris and leaves throughout the property
•Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures
09/30/23
# 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)
108 0 / 1 3 / 1 1 0
Palm Village - 36 Units
73-650 Santa Rosa Way
•Refinished tub and enclosure in the bathroom of unit #323
•Repaired tile grout around the kitchen sink of unit #312
•Extracted water, replaced pad and steamed clean carpet inside the bedroom closet of unit #211
•Irrigation repair by unit #315
•Detailed laundry
•Cleaned and checked all light fixtures throughout the property
•Cleaned and detailed stairs, dumpster areas and enclosures
09/30/23
# 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)
13 0 / 0 0 / 0 0 2
Palm Desert Housing Authority
Project Report
October 2023
5
Pueblos - 15 Units
73-695 Santa Rosa Way
•Detailed laundry room
•Installed new water heater in units #104 and #107
•Checked all fire extinguishers
•Cleaned and detailed pool, pool furniture, dumpster area and enclosures
•De-webbed and cleaned debris and leaves throughout property
09/30/23
# 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
Sage Crest Senior - 14 Units
73-811 Santa Rosa Way
•Performed five (5) year fire sprinkler inspection
•Checked all fire extinguishers
•Power washed dumpster area and enclosures
•De-webbed and cleaned debris and leaves throughout the property
09/30/23
# 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 0 0
Santa Rosa – 20 Units
73-625 Santa Rosa Way
•Detailed laundry room
•Repaired and refinished tub and enclosure in the bathroom of unit #20
•Irrigation repair by units #6 and #18
•Cleaned stairs and light fixtures throughout property
•De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures
09/30/23
# 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
Palm Desert Housing Authority
Project Report
October 2023
6
Taos Palms - 16 Units
44-830 Las Palmas
•Replaced ceiling drywall in unit #9 due to water damage from the leak
•Cleaned and checked all light fixtures throughout the property
•Cleaned and detailed walkways, pool, dumpster areas and enclosures
•De-webbed, cleaned debris and leaves throughout the property
09/30/23
# 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)
3 0 / 0 0 / 0 0 0
ALL PDHA PROPERTIES:
•Unit inspection for all PDHA properties
09/30/23
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)
361 0 / 4 10 / 9 3 6
Palm Desert Housing Authority
Project Report
October 2023
2
Catalina Gardens - 72 Units
73-600 Catalina Way
•Completed one (1) make ready unit which includes painting, cleaning and maintenance
•Refinished tub and enclosure in unit #A-3
•Replaced vinyl in the kitchen and bathroom of unit #D-1
•Replaced leaking tub spout in the bathroom of unit #D-2, extracted water from carpet and pad and
replaced water damaged drywall caused from the leak
•Installed new water heater in unit #G-3
•Performed 5 year inspection for the fire sprinklers
•Inspected all fire extinguishers throughout the property
•Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room
•Cleaned debris and leaves around walkways, carports, dumpster and enclosures
09/30/23
# 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)
63 0 / 2 2 / 2 0 1
Desert Pointe - 64 Units
43-805 Monterey Avenue
•Repaired and refinished tub and enclosure in the bathroom of units #1 and #42
•Irrigation repair along Monterey Avenue
•Detailed laundry rooms
•Cleaned and detailed workshop, mailbox area, pool area and furniture
•Cleaned debris and leaves around walkways, dumpster area, parking lots and carports
09/30/23
# 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
Laguna Palms - 48 Units
73-875 Santa Rosa Way
•Completed one (1) make ready unit which includes painting, cleaning and maintenance
•Irrigation repair by units #6, #29, pool area and the leasing office
•Refinished tub and enclosure in the bathroom of units #17, #36 and #42
•Cleaned and checked all light fixtures throughout the property
•Cleaned and detailed laundry, pool area, dumpsters and enclosures
09/30/23
# 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 / 1 0 / 0 0 0
LAS SERENAS
RENOVATION
UNIT 229
Housing Commission December 13, 2023
Before After
Before After
Before After
Before After
Before After
ONE QUAIL PLACE
RENOVATION
UNIT 2715
Housing Commission December 13, 2023
Before After
Before After
Before After
Before After
Before After
Before After
Before After
Month of:September 2023
Inquiries (call, email, walkin)5
Applications Provided 2
Applications Received 0
Eligible 0
Ineligible (does not meet program criteria)0
Referral to Energy Savings Assistance
Program 0
Referral to Brush with Kindness 0
Month of:October 2023
Inquiries (call, email, walkin)4
Applications Provided 4
Applications Received 0
Eligible 0
Ineligible (does not meet program criteria)0
Referral to Energy Savings Assistance
Program 0
Referral to Brush with Kindness 0
Month of:November 2023
Inquiries (call, email, walkin)3
Applications Provided 1
Applications Received 2
Eligible 0
Ineligible (does not meet program criteria)2
Referral to Energy Savings Assistance
Program 0
Referral to Brush with Kindness 2
Home Improvement Program Activity Report
HOUSING COMMISSION
Year 2023 2023 2023 2023 2023 2023 2023 2023 2023 2023 2022 2022
Month Oct Sept Aug Jul Jun May Apr Mar Feb Jan Dec Nov
Day 11 --13 14 -26 8 8 11 14 9
Bauer, Kathleen P - - P P -P P P -P E 0 1
Buller, Jan P - - P P -P P P -P P 0 0
Docken, Olivia P
Moore, Dominic P
Morrison, Melody P - - P P -P P P -P P 0 0
Siddiq, Franchon-Marie P - - P -0 0
P Present
P Remote
A Absent
E Excused
-No Meeting
Resigned/Not Yet Appointed
Palm Desert Municipal Code 2.34.010
Monthly: Three unexcused absences from regular meeting in any twelve-month period shall constitute an automatic resignation of members holding
office on boards that meet monthly.
Please contact the Recording Secretary to discuss any attendance concerns.
Total Absences
Unexcused Excused