HomeMy WebLinkAbout2023-10-11 HC Regular Meeting Agenda PacketCity 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
July 12, 2023.
Wednesday
October 11, 2023 3:30 p.m.
Regular Meeting
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Housing Commission Agenda October 11, 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. 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
RECOMMENDATION: 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.
B. AUTHOIZE 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
RECOMMENDATION: 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)
RECOMMENDATION: 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.
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Housing Commission Agenda October 11, 2023
City of Palm Desert Page 3
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
RECOMMENDATION: 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.
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
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
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
D. RPM RENOVATION AND STORM REPAIR UPDATE
E. HOUSING COMMISSIONERS
F. CITY COUNCIL LIAISON
G. CITY STAFF
1. Homelessness Program Presentation
2. Neighbors and Las Serenas
3. Update on Home Improvement Program
H. ATTENDANCE REPORT
7. ADJOURNMENT: The next Regular Meeting is scheduled for November 8, 2023, at 3:30 p.m.
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Housing Commission Agenda October 11, 2023
City of Palm Desert Page 4
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 Housing Manager
Gonzales on Wednesday, July 12, 2023, at 3:31 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 Kathleen Bauer, Jann Buller, Melody Morrison*, and Franchon-
Marie Siddiq.
*Commissioner Morrison remote participated in accordance with the Brown Act.
Absent: Commissioner Armstrong and Vice Chair Gregory Ballard
Liaison(s)
Present: None.
Staff
Present: Jessica Gonzales, Housing Manager; Juan Velez, Housing Program Technician;
and Michelle Nance, Recording Secretary
3.ELECTION OF THE HOUSING COMMISSION CHAIRPERSON AND VICE-CHAIRPERSON
By consensus, the agenda was reordered to consider this item as Action Calendar Item 6A.
4.PRESENTATIONS
A.PALM DESERT CIVIC ACADEMY – OCTOBER 2023
By consensus, the agenda was reordered to include this item as Informational Reports &
Comments Item 8A.
5.NON-AGENDA PUBLIC COMMENT:
None.
Wednesday
July 12, 2023 3:30 p.m.
Regular Meeting
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Housing Commission Minutes July 12, 2023
City of Palm Desert Page 2
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
6.CONSENT CALENDAR:
MOTION BY COMMISSIONER MORRISON, SECOND BY COMMISSIONER BAUER,
CARRIED 4-0, to approve the consent calendar.
A.APPROVAL OF MINUTES
MOTION BY COMMISSIONER MORRISON, SECOND BY COMMISSIONER BAUER,
CARRIED 4-0, to approve the Housing Commission Regular Meeting minutes of
June 14, 2023.
CONSENT ITEMS HELD OVER: None.
7.ACTION CALENDAR
A.ELECTION OF THE HOUSING COMMISSION CHAIRPERSON AND VICE-
CHAIRPERSON
MOTION BY COMMISSIONER BULLER, SECOND BY COMMISSIONER MORRISON,
CARRIED 4-0, to elect Commissioner Bauer to serve as Housing Commission Chair for
Fiscal Year 2023/24.
MOTION BY COMMISSIONER BULLER, SECOND BY COMMISSIONER BAUER,
CARRIED 4-0, to elect Commissioner Siddiq to serve as Housing Commission Vice Chair
for Fiscal Year 2023/24.
B.APPROVAL OF AMENDMENT NO. 2 TO CONTRACT HA 40360 WITH SOUTHWEST
PROTECTIVE SERVICES, INC., FOR COURTESY PATROL SERVICES AT PALM
DESERT HOUSING AUTHORITY PROPERTIES IN A TOTAL AMOUNT NOT TO
EXCEED $145,517.20
Housing Manager Gonzalez presented the staff report and responded to Commission
inquiries.
Following discussion, MOTION BY COMMISSIONER BAUER, SECOND BY
COMMISSIONER SIDDIQ, CARRIED 4-0, to recommend the Palm Desert Housing
Authority:
1.Approve Amendment No. 2 (“Amendment”) to Contract HA 40360 with Southwest
Security Protective Services, Inc., for courtesy patrol services at the Palm Desert
Housing Authority (“Authority”) properties effective September 1, 2023, for an
additional 1-year term in a total annual amount not to exceed $145,517.20; and
2.Authorize the Executive Director to execute the Amendment and any documents
necessary to effectuate and implement the actions taken herewith.
C.RATIFICATION OF MULTIPLE VENDOR CONTRACTS FOR CONSTRUCTION
MANAGEMENT SERVICES FOR THE HOUSING AUTHORITY PROPERTIES, IN THE
AGGREGATE AMOUNT NOT TO EXCEED $270,000
Housing Manager Gonzalez presented the staff report and responded to Commission
inquiries.
Following discussion, MOTION BY COMMISSIONER BAUER, SECOND BY
COMMISSIONER BULLER, CARRIED 4-0, to recommend the Palm Desert Housing
Authority:
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Housing Commission Minutes July 12, 2023
City of Palm Desert Page 3
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
1.Ratify the award of multiple vendor contracts for construction management
services entered between the City of Palm Desert (“City”) and Anser Advisory
Management LLC (“Anser”), MARRS Services, Inc. (“MARRS”), and MAAS
Companies, Inc. (“MAAS”), to support the completion of capital improvement
projects at the Housing Authority properties in the aggregate amount not to exceed
$270,000.
2.Authorize the City to administer the contracts on behalf of the Housing Authority
and authorize the City Manager to execute said contracts and subsequent task
orders.
3.Authorize Director of Finance to transfer $100,000 from Housing Authority
Account Number 8714195-4309200 to Account Number 8714195-4331100 for
fiscal year 2022/23.
4.Direct the Director of Finance and Director of Public Works/Capital Projects to
review annual expenditures and performance of the vendors under said contracts.
5.Authorize the contracts subject to the City attorney’s non-monetary changes as to
form.
D.APPROVAL OF A RESOLUTION ADOPTING A RECORDS MANAGEMENT AND
RETENTION POLICY
Housing Manager Jessica Gonzalez presented the staff report and responded to
Commission inquiries.
MOTION BY COMMISSIONER MORRISON, SECOND BY COMMISSIONER BULLER,
CARRIED 4-0 to recommend the Palm Desert Housing Authority approve a Resolution
adopting a records management and retention schedule of the City of Palm Desert,
applicable to the Housing Authority, except as otherwise stated by federal, state, or local
law.
8.INFORMATIONAL REPORTS & COMMENTS
A.PALM DESERT CIVIC ACADEMY – OCTOBER 2023
Digital Strategies Coordinator Penta provided information regarding the Palm Desert Civic
Academy pilot program scheduled to begin in October 2023, and responded to
Commissioner inquiries.
B.RPM COMPANY MONTHLY REPORTS
RPM representative Teresa Valkili presented the following reports for the months of April
and May 2023 and responded to Commissioner inquiries:
a.Monthly Occupancy Status Reports
b.Monthly Occupancy Average Rent Statement
c.Palm Desert Housing Authority Project Report
C.HOUSING COMMISSIONER REPORTS
None.
D.CITY COUNCIL LIAISON
None.
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Housing Commission Minutes July 12, 2023
City of Palm Desert Page 4
ALL ACTIONS ARE DRAFT, PENDING APPROVAL OF THE MINUTES
E.CITY STAFF
None.
F.ATTENDANCE REPORT
The attendance report was provided with the agenda materials. The Commission took no
action on this matter.
9.ADJOURNMENT
The Housing Commission adjourned at 4:20 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, October 11, 2023
The attached staff report is being provided for review and recommendation to the
Housing Authority Board meeting of October 12, 2023.
RECOMMENDATION:
That the Palm Desert Housing Commission recommend approval to the Housing
Authority Board to:
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.
Page 9
Page 1 of 2
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: October 12, 2023
PREPARED BY: Celina Cabrera, Management Analyst
REQUEST: 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
RECOMMENDATION:
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.
BACKGROUND/ANALYSIS:
Palm Desert Housing Authority (“Authority”) purchases office supplies, janitorial, and sanitary
supplies for the management of its 15 properties to include items such as paper, ink, writing
material, cleaning, sanitary supplies, etc. Palm Desert Municipal Code Section 3.30.160(E)
allows participation in cooperatives when a competitive bid has already been completed.
Since 2012, the Authority has secured national government cooperative pricing as members of
the national cooperative Omnia Partners, Inc. (“Omnia”). Quill, LLC, and National Services
Company dba Waxie Sanitary Supply are successful national contract holders and have
confirmed to extend the national cooperative contract pricing and terms to the Authority. A copy
of the Omnia agreement with the respective vendors is on file with the City Clerk’s Office.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Appointed Body Recommendation:
The Housing Commission will review this recommendation at its regular meeting on
October 11, 2023. Upon request, a verbal report will be provided at the Authority’s regular
meeting on October 12, 2023.
FINANCIAL IMPACT:
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Palm Desert Housing Authority
Authorize the Use of Quill and Waxie for PDHA FYE 2024
Page 2 of 2
Funds have been included in Housing Authority FY 2023/24 Approved Budget in the appropriate
Authority accounts for each of the properties. There is no financial impact to the General Fund
from this action.
ATTACHMENTS:
1. Omnia Partners Participation Letter- Quill, LLC
2. Omnia Partners Participation Letter- National Services Company dba Waxie Sanitary Supply
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PALM DESERT HOUSING COMMISSION MEETING
Wednesday, October 11, 2023
The attached staff report is being provided for review and recommendation to the
Housing Authority Board meeting of October 12, 2023.
RECOMMENDATION:
That the Palm Desert Housing Commission recommend approval to the Housing
Authority Board to:
1.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.
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Page 1 of 1
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: October 12, 2023
PREPARED BY: Celina Cabrera, Management Analyst
REQUEST: AUTHORIZE AN INCREASE TO THE NOT TO EXCEED AMOUNT FOR
HD SUPPLY FACILITIES MAINTENANCE, LTD., IN THE AMOUNT OF
$10,000 FOR FISCAL YEAR 2022/23
RECOMMENDATION:
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.
BACKGROUND/ANALYSIS:
On May 22, 2022, the Housing Authority authorized the use of HD Supply Facilities Maintenance
(“HD Supply”) for the purchase of materials and supplies pursuant to the Palm Desert Municipal
Code Section 3.30.160 with a not to exceed amount of $210,000 for FY 2022/23. HD Supply is
utilized by the Authority for the purchase of a variety of materials and supplies, including office
supplies, janitorial/cleaning supplies, plumbing, window coverings, lighting, ceiling fans,
cabinets, and countertops for the management and operation of the Authority’s 15 properties.
The budget is monitored by RPM Company.
After a recent informal audit, in late June 2023, it was discovered that HD Supply was close to
meeting their allowed not to exceed amount of $210,000 due to an increase in cost of items plus
the compounding increase of unit turnovers. Purchases from HD Supply were stopped;
However, additional invoices were issued and the not to exceed is over-expended. An increase
in not-to-exceed amount is necessary to close the invoices accrued in FY 2022/23.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Appointed Body Recommendation:
The Housing Commission will review this recommendation at its regular meeting on October 11,
2023. Upon request, a verbal report will be provided at the Authority’s regular meeting on
October 12, 2023.
FINANCIAL IMPACT:
The financial impact of the authorization to the request would result in an increased not to exceed
amount for HD Supply Facilities Maintenance, LTD in FY 2022/23 to $220,000. Authorization
does not require an appropriation and does not impact the General Fund.
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PALM DESERT HOUSING COMMISSION MEETING
Wednesday, October 11, 2023
The attached staff report is being provided for review and recommendation to the
Housing Authority Board meeting of October 12, 2023.
RECOMMENDATION:
That the Palm Desert Housing Commission recommend approval to the Housing
Authority Board:
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.
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Page 1 of 2
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: October 12, 2023
PREPARED BY: Celina Cabrera, Management Analyst and
Ryan Gayler, Capital Projects Manager
REQUEST: 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)
RECOMMENDATION:
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.
BACKGROUND/ANALYSIS:
On April 27, 2023, the Housing Authority approved Contract No. HA45140 for One Quail Place
Parking Lot Rehabilitation with Jacobsson Engineering Construction Inc., in the amount of
$2,274,467.70 and an additional $454,893.54 contingency for unforeseen conditions.
After the award, RPM Company identified 10 carport structures requiring removal due to safety
concerns. City Building and Safety Inspectors confirmed the risk of eminent structural integrity
failure and immediate removal was required. On June 22, 2023, the Housing Authority ratified
Contract No. HA45110 with Demo Unlimited for the emergent carport removals in the amount of
$51,683.55.
This Change Order request is for the furnishing and installation of 10 carport structures, to
replace the 10 carports that were removed in June. The contractor has provided a cost proposal
in the amount of $601,000 for the work. The contractor has requested that 35 days be added to
the contract to obtain the materials and construct the additional structures.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Appointed Body Recommendation:
Page 18
Palm Desert Housing Authority
Approve Change Order No. 1 to Contract HA45140 for Carports at One Quail Place
Page 2 of 2
The Housing Commission will review this recommendation at its regular meeting on October 11,
2023. Upon request, a verbal report will be provided at the Authority’s regular meeting on
October 12, 2023
FINANCIAL IMPACT:
The approval of this change order will require an appropriation in a total amount of $661,100,
$601,000 for the change order and $60,100 for contingency, from the Housing Authority’s
Committed Reserve Funds to Account No. 8714195-4331100. The contract amount for Contract
HA45140 will be increased from $2,274,467.70 to 2,875,467.70. Contingency amount increased
from $454,893.54 to $514,993.54 for unforeseen conditions. There is no financial impact to the
City’s General Fund.
ATTACHMENTS:
1. Change Order No. 1
2. Jacobsson Engineering Construction Inc.’s Cost Proposal (dated July 6, 2023)
Page 19
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PALM DESERT HOUSING COMMISSION MEETING
Wednesday, October 11, 2023
The attached staff report is being provided for review and recommendation to the
Housing Authority Board meeting of October 12, 2023.
RECOMMENDATION:
That the Palm Desert Housing Commission recommend approval to the Housing
Authority Board to award the 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.
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Page 1 of 3
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: October 12, 2023
PREPARED BY: Veronica Tapia, Director of Finance
Jessica Gonzales, Housing Manager
REQUEST: 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
RECOMMENDATION:
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.
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.
BACKGROUND/ANALYSIS:
A Request for Proposals (“RFP”) for qualified licensed firms for affordable housing compliance
and property management services (“Services”) for the fifteen (15) income-restricted properties
(collectively, the “Properties”) owned by the Palm Desert Housing Authority (the “Authority”) was
posted on July 28, 2023 to the City of Palm Desert’s (“City”) online bid management provider
(“OpenGov Procurement”) available on the City’s website. Concurrently, a “Notice Inviting
Proposals” was published in the Desert Sun newspaper on July 28, 2023.
On August 29, 2023, at 3:00 p.m., the following proposals were received:
Staff performed an extensive due diligence review of the two (2) proposals submitted. An
evaluation of the proposals was performed by six (6) individual City staff members from different
FIRM CORPORATE OFFICE
Falkenberg/Gilliam and Associates, Inc. Pasadena, CA
Sterling Asset Management Company Fairfield, CA
Page 22
Palm Desert Housing Authority
Award of Contract to Falkenberg/Gilliam & Associates, Inc.
Page 2 of 3
departments independently reviewing each firm’s qualifications and whether their respective
proposed services met the evaluation criteria set forth in the RFP.
Unanimously, based on the written and interview responses Falkenberg/Gilliam and Associates,
Inc. (“FGA”) were deemed most qualified with very thorough and concise responses while
Sterling Asset Management Company (“Sterling”) failed to provide complete, clear, and direct
responses. Sterling also did not meet some of the RFP evaluation criteria. The evaluating panel
recommended an award of contract to FGA.
FGA Proposal:
FGA currently manages approximately 1,791 apartment units throughout Southern California,
all of which are affordable units. Furthermore, FGA has over fifty (50) years of experience in this
industry, and has experience as a property management company for affordable rental
properties.
The proposed Agreement with FGA is for an initial five (5) year term with extension options as
noted in the Agreement. Prior to the termination date of the term, the Agreement requires the
parties to enter good faith negotiations to enter into a new agreement, with the ability to extend
the current Agreement while those negotiations are ongoing (if needed). The scope of services
for this Agreement consists of the day-to-day operation of fifteen (15) affordable housing
properties. Services will include, but not be limited to: compliance with affordable housing rules
and requirements; responding to residents' concerns and complaints; enforcement of house
rules and regulations; application of fair housing laws and enforcement of the Housing
Authority’s Administrative Policies and Procedures; qualifying applicants and tenants annually
for income certification; conducting credit, rental, employment, and criminal background checks;
all leasing activities; monitoring day-to-day maintenance of properties and maintenance
contracts; performing property and unit inspections; collecting and disbursing funds; providing
monthly accounting reports that include receipts and expenditures; annual financial
reporting/filings; occupancy reporting; and administration of funds. The Agreement can be
terminated for unsatisfactory performance upon a 90-day written notice by either party; in
addition, the Housing Authority may terminate for convenience with 180 days written notice.
The Agreement management fee in the case of occupied units shall be in the amount of $49.00
per unit per month, to be increased three percent (3%) biannually commencing on January 1,
2026, and every other January 1st thereafter for the remainder of the term of the Agreement.
Staff therefore recommends approval of award of contract for Affordable Housing Compliance
and Property Management Services for the Authority Owned Properties to FGA in an amount
not to exceed $655,032 for calendar year 2024, with prescribed allowable increases for
subsequent years as noted in the contract.
Page 23
Palm Desert Housing Authority
Award of Contract to Falkenberg/Gilliam & Associates, Inc.
Page 3 of 3
Legal Review:
This report has been reviewed by the City Attorney’s office and special counsel, Richards Watson
and Gershon.
Appointed Body Recommendation:
The Housing Commission will review this recommendation at its regular meeting on October 11,
2023. Upon request, a verbal report will be provided at the Authority’s regular meeting on
October 12, 2023.
FINANCIAL IMPACT:
The fiscal impact is the annual Agreement amount for Affordable Housing Compliance and
Property Management Services. Funds have been included in Housing Authority FY 2023/24
Approved Budget in the appropriate Authority accounts for each of the properties. An additional
$13,368 amount is being requested to be allocated to each of the property budgets for the
anticipated management service fee increase. There is no financial impact to the General Fund
from this action.
ATTACHMENTS:
1. Request for Proposal, dated July 28, 2023
2. FGA Proposal, dated August 29, 2023
3. DRAFT Management Services Agreement
Page 24
Page 25
[This page has intentionally been left blank.]
Page 26
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Jun-23
REPORT DATE: 7/3/2023 TERESA VAKILI
"MULTI-FAMILY PROPERTIES"Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b. Vacant Units 4 5 8 7 5 2 3 4 2 1 3 4 5
c. Occupied Units 137 136 133 134 136 139 138 137 139 140 138 137 136
d. Pending Leases 2 1 5 5 6 5 6 5 2 3 3 4 5
e. Ending Occupied & Pre-leased 139 137 138 139 142 144 144 142 141 143 141 141 141
f. Down Units 0 1 1 1 0 0 0 0 0 0 0 1 1
g. Number of Wait List Contactees 35 75 52 30 40 50 40 50 40 40 40 30 25
h. Re-Cert Pkts Sent Out During Month 11 11 8 10 11 6 12 9 3 9 5 8 12
i. Number of Traffic Qualified 16 14 10 12 15 10 15 25 20 18 20 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 3 2 1 2 2 1 1 1 2 2 3 4 4
c. Occupied Units 61 62 63 62 62 63 63 63 62 62 61 60 60
d. Pending Leases 2 1 0 0 1 0 0 0 0 2 1 1 3
e. Ending Occupied & Pre-leased 63 63 63 62 63 63 63 63 62 64 62 61 63
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 19 12 0 15 10 0 0 0 16 15 68 46 64
h. Re-Cert Pkts Sent Out During Month 6 5 4 2 7 3 3 6 4 6 2 4 6
i. Number of Traffic Qualified 7 33 16 10 9 7 13 9 15 30 15 21 17
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48 48
b. Vacant Units 1 2 3 6 5 6 5 1 1 2 2 2 2
c. Occupied Units 47 46 45 42 43 42 43 47 47 46 46 46 46
d. Pending Leases 1 1 1 3 5 6 4 1 1 0 1 1 2
e. Ending Occupied & Pre-leased 48 47 46 45 48 48 47 48 48 46 47 47 48
f. Down Units 0 1 1 1 0 1 1 0 0 1 1 1 0
g. Number of Wait List Contactees 30 45 55 60 55 50 45 50 35 25 20 25 20
h. Re-Cert Pkts Sent Out During Month 6 1 8 3 3 3 4 3 2 1 4 3 5
i. Number of Traffic Qualified 5 4 7 5 8 10 7 9 8 12 10 30 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 0 0 1 0 1 1
c. Occupied Units 24 24 24 24 24 24 24 24 24 23 24 23 23
d. Pending Leases 0 0 0 0 0 0 0 0 0 1 0 0 0
e. Ending Occupied & Pre-leased 24 24 24 24 24 24 24 24 24 24 24 23 23
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 7 10 0 33 22
h. Re-Cert Pkts Sent Out During Month 2 1 4 1 0 4 3 0 1 2 3 2 2
i. Number of Traffic Qualified 3 15 9 5 7 5 7 4 8 27 9 16 14
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 6 9 9 11 10 14 13 9 7 6 5 9 10
c. Occupied Units 378 375 375 373 374 370 371 375 377 378 379 375 374
d. Pending Leases 9 9 9 8 4 4 6 4 6 6 5 7 5
e. Ending Occupied & Pre-leased 387 384 384 381 378 374 377 379 383 384 384 382 379
f. Down Units 1 0 1 3 3 5 5 6 2 1 1 3 3
g. Number of Wait List Contactees 179 181 196 150 110 128 123 211 98 133 110 149 101
h. Re-Cert Pkts Sent Out During Month 23 23 24 23 11 29 37 29 32 25 22 31 28
i. Number of Traffic Qualified 54 77 63 46 34 12 19 93 38 93 46 46 23
j. Number of Traffic Non-Qualified 12 3 5 2 4 1 2 1 1 3 3 4 8
07/03/2023 Page 1 of 4 MOS Multi-Family 6.23Page 27
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES"Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 1 1 2 2 2 0 0 2 2 1 1 1 1
c. Occupied Units 35 35 34 34 34 36 36 34 34 35 35 35 35
d. Pending Leases 1 1 2 0 0 0 0 1 1 0 0 0 1
e. Ending Occupied & Pre-leased 36 36 36 34 34 36 36 35 35 35 35 35 36
f. Down Units 0 0 0 0 0 0 0 1 1 1 1 1 0
g. Number of Wait List Contactees 30 45 55 60 55 50 45 50 15 25 20 20 25
h. Re-Cert Pkts Sent Out During Month 2 4 4 2 2 4 3 2 3 3 2 4 2
i. Number of Traffic Qualified 3 2 4 4 6 4 3 4 4 7 5 10 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 4 5 5 3 3 2 4 2 1 1 1 1 2
c. Occupied Units 16 15 15 17 17 18 16 18 19 19 19 19 18
d. Pending Leases 0 0 1 1 1 0 2 1 0 1 1 2 2
e. Ending Occupied & Pre-leased 16 15 16 18 18 18 18 19 19 20 20 21 20
f. Down Units 4 4 4 2 2 2 1 1 1 0 0 0 0
g. Number of Wait List Contactees 30 45 55 60 15 50 45 50 10 25 25 15 25
h. Re-Cert Pkts Sent Out During Month 1 1 2 1 1 1 1 1 1 0 2 0 0
i. Number of Traffic Qualified 3 0 2 0 5 3 2 3 3 5 5 10 8
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 0 1 0 0 0 0 0 0 0 1 2
c. Occupied Units 16 16 16 15 16 16 16 16 16 16 16 15 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 16 16 16 15 16 16 16 16 16 16 16 15 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 10 0 0 0 0 0 0 0 0 48
h. Re-Cert Pkts Sent Out During Month 0 2 2 1 1 1 1 2 1 2 0 2 0
i. Number of Traffic Qualified 3 4 6 3 3 5 3 4 3 4 5 14 11
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 19 24 28 32 27 25 26 19 15 14 15 23 27
c. Occupied Units 714 709 705 701 706 708 707 714 718 719 718 710 706
d. Pending Leases 15 13 18 17 17 15 18 12 10 13 11 15 18
e. Ending Occupied & Pre-leased 729 722 723 718 723 723 725 726 728 732 729 725 724
f. Down Units 6 7 8 8 6 9 8 9 5 4 4 7 5
g. Number of Wait List Contactees 323 403 413 385 285 328 298 411 221 273 283 318 330
h. Re-Cert Pkts Sent Out During Month 51 48 56 43 36 51 64 52 47 48 40 54 55
i. Number of Traffic Qualified 94 149 117 85 87 56 69 151 99 196 115 162 158
j. Number of Traffic Non-Qualified 12 3 5 2 4 1 2 1 1 3 3 4 8
07/03/2023 Page 2 of 4 MOS Multi-Family 6.23Page 28
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Jun-23
REPORT DATE: 7/3/2023 TERESA VAKILI
"SENIOR PROPERTIES"Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 1 0 0 0 0 1 1 2 2 2 2 2
c. Occupied Units 29 29 30 30 30 30 29 29 28 28 28 28 28
d. Pending Leases 0 1 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 29 30 30 30 30 30 29 29 28 28 28 28 28
f. Down Units 0 0 0 0 0 0 0 1 2 2 2 2 2
g. Number of Wait List Contactees 23 36 0 0 0 0 10 10 5 19 16 0 0
h. Re-Cert Pkts Sent Out During Month 6 6 3 3 2 4 4 4 3 1 5 3 1
i. Number of Traffic Qualified 8 2 12 8 13 8 4 11 10 8 4 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 3 2 0 0 1 1 2 1 3 3 3 2 1
c. Occupied Units 70 71 73 73 72 72 71 72 70 70 70 71 72
d. Pending Leases 1 2 1 2 2 0 1 1 0 3 2 2 1
e. Ending Occupied & Pre-leased 71 73 74 75 74 72 72 73 70 73 72 73 73
f. Down Units 0 0 0 0 0 0 0 1 2 2 1 0 0
g. Number of Wait List Contactees 101 85 117 81 89 76 95 50 14 42 72 91 88
h. Re-Cert Pkts Sent Out During Month 12 1 5 3 3 2 3 12 5 7 7 7 10
i. Number of Traffic Qualified 5 4 4 7 2 3 1 2 6 2 1 7 3
j. Number of Traffic Non-Qualified 0 0 0 1 2 0 1 2 1 0 0 0 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 1 2 2 2 2 2 3 2 3 3 3 3
c. Occupied Units 70 71 70 70 70 70 70 69 70 69 69 69 69
d. Pending Leases 1 0 2 0 1 1 0 1 1 0 1 1 0
e. Ending Occupied & Pre-leased 71 71 72 70 71 71 70 70 71 69 70 70 69
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 111 92 81 88 101 96 83 89 76 68 71 20 10
h. Re-Cert Pkts Sent Out During Month 9 12 9 4 4 3 6 2 6 12 10 1 7
i. Number of Traffic Qualified 25 18 6 21 13 27 14 37 21 17 8 4 3
j. Number of Traffic Non-Qualified 0 0 0 1 1 1 1 1 1 2 0 0 0
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 27
b. Vacant Units 0 0 0 0 0 0 0 0 0 0 0 1 0
c. Occupied Units 27 27 27 27 27 27 27 27 27 27 27 26 27
d. Pending Leases 0 0 1 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 27 27 28 27 27 27 27 27 27 27 27 26 27
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 15 0 0 0 0 0 0 0 10 38 0
h. Re-Cert Pkts Sent Out During Month 4 1 2 0 4 2 1 1 2 4 2 1 3
i. Number of Traffic Qualified 22 20 20 41 7 4 10 4 10 3 11 13 18
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 5 3 3 6 4 4 4 8 7 7 6 5 7
c. Occupied Units 145 147 147 144 146 146 146 142 143 143 144 145 143
d. Pending Leases 3 2 0 2 1 2 3 4 4 2 2 2 1
e. Ending Occupied & Pre-leased 148 149 147 146 147 148 149 146 147 145 146 147 144
f. Down Units 2 2 3 4 4 3 3 4 4 4 4 4 3
g. Number of Wait List Contactees 50 12 15 149 130 61 33 54 15 33 31 63 54
h. Re-Cert Pkts Sent Out During Month 18 15 12 18 10 9 8 10 3 4 8 14 18
i. Number of Traffic Qualified 48 47 22 48 27 25 30 41 35 37 34 32 41
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
07/03/2023 Page 3 of 4 MOS Senior 6.23Page 29
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES"Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-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 0 0 1 1 1 1 0 0
c. Occupied Units 15 15 15 15 15 15 15 14 14 14 14 15 15
d. Pending Leases 0 0 0 0 0 0 0 0 1 1 1 0 0
e. Ending Occupied & Pre-leased 15 15 15 15 15 15 15 14 15 15 15 15 15
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 4 17 8 0 0 10 15 18 9 17 9 0 0
h. Re-Cert Pkts Sent Out During Month 1 3 0 0 0 0 0 1 1 3 3 1 1
i. Number of Traffic Qualified 4 1 2 3 2 3 4 11 5 4 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 2 2 2 1 2 0 0 0 0 0 0 0 0
c. Occupied Units 12 12 12 13 12 14 14 14 14 14 14 14 14
d. Pending Leases 0 0 2 0 1 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 12 12 14 13 13 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 8 7 10 5 16 12 5 4 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 2 1 0 0 0 2 2 2 1 1 2 1
i. Number of Traffic Qualified 3 2 2 3 2 6 5 1 3 3 1 0 0
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 13 9 7 9 9 7 9 14 15 16 15 13 13
c. Occupied Units 368 372 374 372 372 374 372 367 366 365 366 368 368
d. Pending Leases 5 5 6 4 5 3 4 6 6 6 6 5 2
e. Ending Occupied & Pre-leased 373 377 380 376 377 377 376 373 372 371 372 373 370
f. Down Units 2 2 3 4 4 3 3 6 8 8 7 6 5
g. Number of Wait List Contactees 297 249 246 323 336 255 241 225 119 179 209 212 152
h. Re-Cert Pkts Sent Out During Month 52 40 32 28 23 20 24 32 22 32 36 29 41
i. Number of Traffic Qualified 115 94 68 131 66 76 68 107 90 74 61 56 65
j. Number of Traffic Non-Qualified 0 0 0 2 3 1 2 3 2 2 0 0 2
07/03/2023 Page 4 of 4 MOS Senior 6.23Page 30
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET JUNE 2023
AMI %
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20% 12,240 255 13,980 291 15,730 328 17,480 364
25% 15,300 319 17,475 364 19,663 410 21,850 455
30% 18,500 385 21,150 441 23,800 496 27,750 578
35% 21,420 446 24,465 510 27,528 573 30,590 637
40% 24,480 510 27,960 583 31,460 655 34,960 728
45% 27,540 574 31,455 655 35,393 737 39,330 819
50% 30,800 642 35,200 733 39,600 825 44,000 917
55% 33,660 701 38,445 801 43,258 901 48,070 1,001
60% 36,720 765 41,940 874 47,190 983 52,440 1,093
65% 39,780 829 45,435 947 51,123 1,065 56,810 1,184
70% 42,840 1,071 48,930 1,223 55,055 1,376 61,180 1,530
75% 45,900 1,148 52,425 1,311 58,988 1,475 65,550 1,639
80% 49,300 1,233 56,350 1,409 63,400 1,585 70,400 1,760
85% 52,020 1,301 59,415 1,485 66,853 1,671 74,290 1,857
90% 55,080 1,377 62,910 1,573 70,785 1,770 78,660 1,967
95% 58,140 1,454 66,405 1,660 74,718 1,868 83,030 2,076
100% 61,200 1,530 69,900 1,748 78,650 1,966 87,400 2,185
105% 64,260 1,607 73,395 1,835 82,583 2,065 91,770 2,294
110% 67,320 1,683 76,890 1,922 86,515 2,163 96,140 2,404
115% 70,380 1,760 80,385 2,010 90,448 2,261 100,510 2,513
120% 73,440 1,836 83,880 2,097 94,380 2,360 104,880 2,622
Riverside County Income Eligibility as of 7/1/2022. Monthly rent is exclusive of Utility Allowance.
Extremely Low
0-30%
Very Low
31-50%
Low
51-80%
Moderate
81%-120%
Total 706
314
598
978
1,286
794
173
186
211
136
Average Mo. RentNo. of Units
Multi-Family Complexes
HOUSEHOLD SIZE
1 2 3 4
Extremely Low
0-30%
Very Low
31-50%
Low
51-80%
Moderate
81%-120%
Total
122
163
68
Senior Complexes
Average Mo. RentNo. of Units
15
368
315
549
936
1,235
759
07/03/2023 Page 1 of 1 Summary Rpt #1 6.23Page 31
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 12 226 21 229
c. 2 BR, 1 BA 3 196 4 253 4 264 2 223 13 238
d. 2 BR, 2 BA 2 243 2 253 4 248
e. Totals 20% 5 5 3 2 18 4 2 0 39
2. VERY LOW: 21-25% OF MEDIAN
a. Studio 6 275 6 275
b. 1 BR, 1 BA 14 309 4 295 5 303 35 297 58 300
c. 2 BR, 1 BA 2 325 6 335 2 329 10 332
d. 2 BR, 2 BA 4 315 8 330 12 325
e. Totals 21-25%14 10 7 4 49 2 0 0 86
3. VERY LOW: 26-30% OF MEDIAN
a. Studio 2 323 2 323
b. 1 BR, 1 BA 13 390 3 372 2 360 9 382 27 383
c. 2 BR, 1 BA 3 421 1 406 1 406 1 411 6 414
d. 2 BR, 2 BA 3 401 10 418 13 414
e. Totals 26-30%13 5 2 3 22 1 1 1 48
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 2 402 2 402
b. 1 BR, 1 BA 5 462 1 441 11 450 17 453
c. 2 BR, 1 BA 1 488 3 475 1 534 1 488 6 489
d. 2 BR, 2 BA 2 488 14 494 16 493
e. Totals 31-35%5 3 1 2 28 1 0 1 41
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 2 466 2 466
b. 1 BR, 1 BA 8 534 4 529 12 532
c. 2 BR, 1 BA 3 548 7 580 2 565 3 570 15 570
d. 2 BR, 2 BA 1 570 12 574 13 574
e. Totals 36-40%8 2 3 1 23 2 0 3 42
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 1 530 1 530
b. 1 BR, 1 BA 8 607 6 560 9 585 23 586
c. 2 BR, 1 BA 3 662 3 621 3 647 1 652 10 644
d. 2 BR, 2 BA 1 652 8 662 9 661
e. Totals 41-45%8 1 6 1 20 3 3 1 43
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 4 598 1 598 5 598
b. 1 BR, 1 BA 11 685 2 672 9 671 22 678
c. 2 BR, 1 BA 1 732 2 740 9 733 6 752 5 719 23 735
d. 2 BR, 2 BA 1 740 9 732 10 733
e. Totals 46-50%11 5 5 1 27 6 5 0 60
Total very low =64 31 27 14 187 19 11 6 359
· Percent of total 47.06%51.67%58.70% 60.87% 50.00% 54.29%61.11%42.86% 50.85%
8. LOWER: 51-55% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 6 739 1 732 6 747 13 742
c. 2 BR, 1 BA 3 816 9 826 4 824 3 779 19 817
d. 2 BR, 2 BA 4 816 10 826 14 823
e. Totals 51-55%6 1 3 4 25 4 3 0 46
9. LOWER: 56-60% OF MEDIAN
a. Studio 1 721 1 721
b. 1 BR, 1 BA 16 814 1 805 10 820 27 816
c. 2 BR, 1 BA 4 872 3 908 1 900 1 893 2 898 11 891
d. 2 BR, 2 BA 9 896 9 896
e. Totals 56-60%16 2 4 0 22 1 1 2 48
NEIGHBORS
Jun-23
7/3/2023
CALIFORNIA
VILLAS
DESERT
POINTE
LAGUNA
PALMS
ONE QUAIL
PLACE
PALM
VILLAGE SANTA ROSA TAOS PALMS TOTALS
07/03/2023 Page 1 of 4 Rpt #1 Multi-Family 6.23Page 32
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 2 740 1 785 3 755
b. 1 BR, 1 BA 8 873 1 886 12 873 21 874
c. 2 BR, 1 BA 6 971 4 975 1 980 11 973
d. 2 BR, 2 BA 17 983 17 983
e. Totals 61-65%8 2 2 0 35 4 0 1 52
11. LOWER: 66-70% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 5 1,154 2 1,133 5 1,148 12 1,148
c. 2 BR, 1 BA 4 1,270 4 1,223 1 1,286 9 1,251
d. 2 BR, 2 BA 5 1,227 5 1,227
e. Totals 66-70%5 2 0 0 14 4 1 0 26
12. LOWER: 71-75% OF MEDIAN
a. Studio 2 1,018 2 1,018
b. 1 BR, 1 BA 5 1,154 4 1,125 9 1,141
c. 2 BR, 1 BA 1 1,390 2 1,400 2 1,385 1 1,385 1 1,390 7 1,391
d. 2 BR, 2 BA 1 1,230 5 1,400 6 1,372
e. Totals 71-75%5 2 1 1 11 2 1 1 24
13. LOWER: 76-80% OF MEDIAN
a. Studio 1 1,018 1 1,018
b. 1 BR, 1 BA 5 1,164 5 1,164
c. 2 BR, 1 BA 3 1,434 1 1,424 4 1,432
d. 2 BR, 2 BA 5 1,389 5 1,389
e. Totals 76-80%5 1 0 0 8 0 0 1 15
Total lower =45 10 10 5 115 15 6 5 211
· Percent of total 33.09% 16.67% 21.74% 21.74% 30.75% 42.86% 33.33% 35.71% 29.89%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 7 1,016 1 1,018 8 1,016
b. 1 BR, 1 BA 26 1,149 8 1,150 2 1,172 28 1,146 64 1,148
c. 2 BR, 1 BA 1 1,509 3 1,447 6 1,441 15 1,449 1 1,509 1 1,509 3 1,452 30 1,454
d. 2 BR, 2 BA 1 1,509 4 1,445 29 1,460 34 1,460
Total moderate = 27 19 9 4 72 1 1 3 136
Percent of total 19.85% 31.67% 19.57% 17.39% 19.25%2.86%5.56% 21.43% 19.26%
15. Total units occupied: 136 60 46 23 374 35 18 14 706
16. Occupancy rate = 96%94%96%96%97%97%90%88%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 97%
07/03/2023 Page 2 of 4 Rpt #1 Multi-Family 6.23Page 33
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 9 364 16 260 16 288 41 294
b. 1 BR, 1 BA 3 272 1 295 5 329 6 313 2 297 1 295 18 307
c. 2 BR, 1 BA 1 322 1 322
d. 2 BR, 2 BA 0 -
e. Totals 21-25%4 9 17 5 22 2 1 60
3. VERY LOW: 26-30% OF MEDIAN
a. Studio 6 426 5 328 15 367 26 373
b. 1 BR, 1 BA 1 372 3 372 3 414 4 406 1 374 2 372 14 391
c. 2 BR, 1 BA 1 408 1 408
d. 2 BR, 2 BA 0 -
e. Totals 26-30%2 6 8 3 19 1 2 41
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 6 491 4 389 9 429 19 440
b. 1 BR, 1 BA 7 433 2 573 7 441 4 469 6 464 4 430 3 441 33 453
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 31-35%7 8 11 4 15 4 3 52
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 8 562 6 453 12 506 26 511
b. 1 BR, 1 BA 4 514 1 655 2 514 1 556 4 565 2 486 14 538
c. 2 BR, 1 BA 1 567 1 567
d. 2 BR, 2 BA 0 -
e. Totals 36-40%5 9 8 1 16 2 0 41
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 7 644 4 502 10 567 21 581
b. 1 BR, 1 BA 2 586 1 654 1 586 8 618 3 588 1 586 16 607
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 41-45%2 8 5 0 18 3 1 37
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 9 725 3 585 4 666 16 684
b. 1 BR, 1 BA 3 641 2 825 2 629 1 706 5 735 1 666 3 664 17 698
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 46-50%3 11 5 1 9 1 3 33
Total very low =25 53 59 19 106 13 10 285
· Percent of total 89.29% 73.61%85.51% 70.37%74.13% 86.67%71.43%77.45%
8. LOWER: 51-55% OF MEDIAN
a. Studio 3 801 2 607 2 734 7 726
b. 1 BR, 1 BA 2 732 1 901 2 732 1 774 4 805 2 734 12 774
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 51-55%2 4 4 1 6 2 0 19
9. LOWER: 56-60% OF MEDIAN
a. Studio 2 874 3 807 5 834
b. 1 BR, 1 BA 3 805 2 847 2 841 1 805 8 824
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 56-60%0 2 3 2 5 0 1 13
Jun-23
7/3/2023
PUEBLOS TOTALS SAGE CREST
SR.CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
07/03/2023 Page 3 of 4 Rpt #1 Senior 6.23Page 34
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 1 815 1 975 1 878 3 889
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 61-65%0 5 0 1 7 0 1 14
11. LOWER: 66-70% OF MEDIAN
a. Studio 5 1,179 1 1,005 3 1,135 9 1,145
b. 1 BR, 1 BA 1 1,133 1 1,133 2 1,133
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 66-70%0 5 2 0 3 0 1 11
12. LOWER: 71-75% OF MEDIAN
a. Studio 2 1,202 1 1,135 3 1,180
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 2 0 2 2 0 1 7
13. LOWER: 76-80% OF MEDIAN
a. Studio 3 1,135 3 1,135
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 0 0 0 4 0 0 4
Total lower =2 18 9 6 27 2 4 68
Percent of total 7.14% 25.00%13.04% 22.22%18.88% 13.33%28.57%18.48%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 1 1,062 8 1,143 9 1,134
b. 1 BR, 1 BA 2 1,189 2 1,464 4 1,326
c. 2 BR, 1 BA 1 1,509 1 1,509
d. 2 BR, 2 BA 1 1,509 1 1,509
Total moderate =1 1 1 2 10 0 0 15
Percent of total 3.57%1.39%1.45%7.41%6.99%0.00%0.00%4.08%
15. Total units occupied:28 72 69 27 143 15 14 368
16. Occupancy rate =93%99%96%100% 95%100%100%97%
NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98%
07/03/2023 Page 4 of 4 Rpt #1 Senior 6.23Page 35
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jun-23 "MULTI-FAMILY PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 7/3/2023
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 64 31 27 14 187 19 11 6 359
Total rental income 29,584 11,518 12,387 5,887 86,282 10,159 6,388 3,261 165,466
Per occupied unit 462 372 459 421 461 535 581 544 461
LOWER: 51% --> 80%
Occupied units 45 10 10 5 115 15 6 5 211
Total rental income 41,802 9,058 8,997 4,494 114,679 15,758 5,901 5,590 206,279
Per occupied unit 929 906 900 899 997 1,051 984 1,118 978
MODERATE: 81% --> 120%
Occupied units 27 19 9 4 72 1 1 3 136
Total rental income 31,383 22,162 12,008 5,780 96,163 1,509 1,509 4,356 174,870
Per occupied unit 1,162 1,166 1,334 1,445 1,336 1,509 1,509 1,452 1,286
Summary Income:
Rental 102,769 42,738 33,392 16,161 297,124 27,426 13,798 13,207 546,615
Other Income:
Laundry 1,022 863 809 493 3,558 562 547 289 8,142
Other (11,085) 2,896 (5,227) (1,401) (29,461) (12,460) (3,028) 3,656 (56,109)
Total Operating Income 92,706 46,497 28,974 15,253 271,221 15,528 11,317 17,152 498,648
Occupied Units 136 60 46 23 374 35 18 14 706
Income per occupied unit 682 775 630 663 725 444 629 1,225 706
EXPENSES
Operating Expenses:
Payroll 30,879 16,469 15,419 5,812 117,099 8,683 4,370 4,580 203,311
Per occupied unit 227 274 335 253 313 248 243 327 288
Administrative 11,970 7,259 4,479 1,875 28,292 3,352 1,091 1,504 59,822
Per occupied unit 88 121 97 82 76 96 61 107 85
Advertising/Promotion - - - - 91 - - - 91
Per occupied unit - - - - 0 - - - 0
Contract Services 7,543 3,190 3,461 2,447 14,603 2,516 2,246 1,981 37,986
Per occupied unit 55 53 75 106 39 72 125 142 54
Utility Services 20,451 8,451 10,271 3,446 43,647 4,234 2,624 2,197 95,322
Per occupied unit 150 141 223 150 117 121 146 157 135
Maintenance 9,482 8,015 6,456 1,954 48,851 3,635 7,297 3,796 89,485
Per occupied unit 70 134 140 85 131 104 405 271 127
Replacement expense 2,609 5,552 4,519 1,592 15,841 3,809 685 274,468 309,075
Per occupied unit 19 93 98 69 42 109 38 19,605 438
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 82,934 48,935 44,605 17,127 268,423 26,228 18,313 288,526 795,091
Per occupied unit 610 816 970 745 718 749 1,017 20,609 1,126
Summary Revenue and Expenses
Total Operating Income 92,706 46,497 28,974 15,253 271,221 15,528 11,317 17,152 498,648
Total Operating Expenses 82,934 48,935 44,605 17,127 268,423 26,228 18,313 288,526 795,091
Monthly Net Operating Income 9,772 (2,438) (15,631) (1,874) 2,798 (10,700) (6,996) (271,374) (296,443)
Per occupied unit 72 (41) (340) (81) 7 (306) (389) (19,384) (420)
FYTD Net Operating Income* 381,408 110,067 (6,481) 39,668 1,202,230 76,372 (1,254) 23,691 1,825,701
Previous Fiscal Year NOI (6/30/2022)*332,813 91,677 51,871 26,170 1,055,463 81,422 (1,445) 8,946 1,646,918
NEIGHBORS
* For comparison purposes, Net Operating Income YTD excludes all capital expenditures and corresponding reimbursement, as those are typically paid from replacement reserve funds and/or bond funds at this time (not PDHA revenue).
07/03/2023 Page 1 of 2 Rpt #2 Multi-Family 6.23
Page 36
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jun-23 "SENIOR PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 7/3/2023
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 59 19 106 13 10 285
Total rental income 11,111 29,031 22,221 7,325 47,169 6,090 4,940 127,887
Per occupied unit 444 548 377 386 445 468 494 449
LOWER: 51% --> 80%
Occupied units 2 18 9 6 27 2 4 68
Total rental income 1,464 18,086 7,231 5,633 25,795 1,468 3,949 63,626
Per occupied unit 732 1,005 803 939 955 734 987 936
MODERATE: 81% --> 120%
Occupied units 1 1 1 2 10 - - 15
Total rental income 1,509 1,509 1,062 2,378 12,072 18,530
Per occupied unit 1,509 1,509 1,062 1,189 1,207 1,235
Summary Income:
Rental 14,084 48,626 30,514 15,336 85,036 7,558 8,889 210,043
Other Income:
Laundry 6 15 77 - 599 - - 698
Other 283 (1,510) (508) (632) 2,480 48 - 161
Total operating income 14,373 47,131 30,083 14,704 88,115 7,606 8,889 210,902
Occupied Units 28 72 69 27 143 15 14 368
Income per occupied unit 513 655 436 545 616 507 635 573
EXPENSES
Operating Expenses:
Payroll 8,639 20,218 20,161 7,474 22,872 4,968 4,110 88,443
Per occupied unit 309 281 292 277 160 331 294 240
Administrative 2,233 3,981 6,815 2,272 10,879 1,525 725 28,429
Per occupied unit 80 55 99 84 76 102 52 77
Advertising/promotion - - - - - - - -
Per occupied unit - - - - - - - -
Contract services 2,866 4,055 4,008 2,933 6,425 1,758 12,900 34,945
Per occupied unit 102 56 58 109 45 117 921 95
Utility services 3,603 (14,962) 10,624 1,596 17,688 2,381 1,793 22,722
Per occupied unit 129 (208) 154 59 124 159 128 62
Maintenance 1,790 7,131 6,754 439 16,717 1,414 676 34,922
Per occupied unit 64 99 98 16 117 94 48 95
Replacement expense 6,430 - 1,980 - 74,950 2,467 - 85,827
Per occupied unit 230 - 29 - 524 164 - 233
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 25,562 20,422 50,341 14,714 149,530 14,514 20,205 295,287
Per occupied unit 913 284 730 545 1,046 968 1,443 802
Summary Revenue and Expenses
Total Operating Income 14,373 47,131 30,083 14,704 88,115 7,606 8,889 210,902
Total Operating Expenses 25,562 20,422 50,341 14,714 149,530 14,514 20,205 295,287
Monthly Net Operating Income (11,188) 26,709 (20,258) (10) (61,415) (6,908) (11,316) (84,385)
Per occupied unit (400) 371 (294) (0) (429) (461) (808) (229)
FYTD Net Operating Income* (34,743) 100,758 (74,162) (31,472) 316,792 (20,170) (1,619) 255,384
Previous Fiscal Year NOI (6/30/2022)* (22,296) 123,967 (43,854) (16,993) 246,684 (18,760) 6,905 275,653
* For comparison purposes, Net Operating Income YTD excludes all capital expenditures and corresponding reimbursement, as those are typically paid from replacement reserve funds and/or bond funds at this time (not PDHA revenue)
07/03/2023 Page 2 of 2 Rpt #2 Senior 6.23
Page 37
Palm Desert Housing Authority
Project Report
June 2023
1
California Villas - 141 Units
77-107 California Drive
• Refinished tub and enclosure in units #A-3, #A-6 and #A-12
• Repaired and refinished kitchen counter, vanity, tub and enclosure in unit #F-3
• Installation of a two way cleanout lateral sewer to main line for unit #G-1
• Repaired A/C in the laundry room, replaced TXV and cleaned coil
• Installed new spa filter, old filter was returning debris to the spa
• Golf cart repair, replaced controller motor
• Irrigation repair by Building B, F, H and I
• Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures
• Cleaned debris and leaves around sidewalks, parking lots and carports
05/31/23
# 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)
28 0 / 0 1 / 0 0 0
Candlewood - 30 Units
74-000 Shadow Mountain Drive
• A/C repair in unit #15, replaced bad blower motor and capacitor
• Repaired leaking A/C in unit #26, replaced condenser and coil
• Irrigation repair by unit #7
• 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
05/31/23
# 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)
8 0 / 0 0 / 0 1 0
Carlos Ortega Villas – 73 Units
77-915 Avenue of the States
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Detailed clubhouse, office, pool and laundry rooms
• Replaced ballast on the kitchen light fixture of unit #1002 and on the bathroom light fixture of unit
#605
• A/C repair in unit #402, replaced leaking evaporator coil
• Installed new flowmeter and life ring rope for the pool
• Cleaned debris and leaves around sidewalks, parking lots and carport s
05/31/23
# 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 2 / 0 0 1
Page 38
Palm Desert Housing Authority
Project Report
June 2023
2
Catalina Gardens - 72 Units
73-600 Catalina Way
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Smoke damage treatment in unit #B-4, previous resident was a heavy smoker. Duct was also
cleaned.
• A/C repair in unit #M-2, replaced transformer, contactor and fan relay
• A/C repair in unit #G-1, replaced blower motor and capacitor
• Inspected all fire extinguishers throughout the property
• Irrigation repair by the laundry room, front entrance and Building A, B, D, H, O and Q
• Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
05/31/23
# 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)
51 0 / 0 0 / 0 0 0
Desert Pointe - 64 Units
43-805 Monterey Avenue
• Detailed laundry rooms
• Replaced window A/C in the bedroom of unit #53
• Repaired and refinished kitchen counter, vanity , tub and enclosure in unit #5
• Repaired and refinished peeling tub in occupied unit #3
• Irrigation repair by parking area
• Cleaned and detailed workshop, mailbox area, pool area and furniture
• Cleaned debris and leaves around walkways, dumpster area, parking lots and carports
05/31/23
# 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)
5 0 / 0 0 / 0 0 0
Laguna Palms - 48 Units
73-875 Santa Rosa Way
• Detailed laundry room
• Unclogged main drain for units #24 and #47
• Repaired and refinished tub and enclosure in the bathroom of unit #47
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry, pool area, dumpsters and enclosures
05/31/23
# 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
Page 39
Palm Desert Housing Authority
Project Report
June 2023
3
La Rocca Villas - 27 Units
72-135 Golden Eagle Lane
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Detailed clubhouse, restrooms and laundry room
• Flooring repair in the living room of unit #42093, patched split vinyl
• 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
05/31/23
# 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 one (1) make ready unit which includes painting, cleaning and maintenance
• Repaired and refinished kitchen counter, vanity, tub and enclosure in unit #172
• Repaired and refinished kitchen counter in unit #202
• Repaired and refinished tub and enclosure in unit #236
• Cleaned air duct in vacant unit #172
• Installed new water heater for unit #165
• Replaced defective fan motor for A/C condenser in unit #175
• Repaired leaking in the A/C condenser of unit # 105, flushed out clogged condensation line
• Irrigation repair near unit #121
• 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
05/31/23
# 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)
41 0 / 0 0 / 1 0 2
Neighbors - 24 Units
73-535 Santa Rosa Way
• Installed new water heater for unit #20
• Touch-up painted laundry room and repaired one of the washing machines
• Irrigation repair by San Pablo Street and installed micro spray nozzle for the flowers near Exit
• Checked all fire extinguishers
• Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
05/31/23
# 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)
2 0 / 0 0 / 0 0 0
Page 40
Palm Desert Housing Authority
Project Report
June 2023
4
One Quail Place - 384 Units
72-600 Fred Waring Dr.
• Completed three (3) make ready units which include painting, cleaning, and maintenance
• Repaired and refinished vanity in unit #1006
• Repaired and refinished kitchen counter, tub and enclosure in units #3114
• Water damage remediation in unit #403 and air quality testing after the remediation was completed.
Result came clear.
• Replaced cracked shower in unit #1206
• A/C repair in unit #1404, replaced bad contactor
• Slab leak repair in units #2103, #2105 and #2113 and replaced water damaged drywall
• Fixed roof leak for Building 10 and unit #1102
• Irrigation repair by the main entrance and Building 14
• Repaired leaking pipe for boiler Building 8, rewired water board for boiler Building 4 and replaced
igniters for boiler Building 8, 9 and 24
• Inspected all possible water intrusion for Building 12
• Installed new plants by unit #803
• Replaced gold cart seat covers
• Detailed laundry rooms
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures
05/31/23
# 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)
85 0 / 0 1 / 1 0 1
Palm Village - 36 Units
73-650 Santa Rosa Way
• Completed one (1) make ready unit which includes painting, c leaning, and maintenance
• Detailed laundry
• Replaced A/C filters for Building A, B and C
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs, dumpster areas and enclosures
05/31/23
# 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
Page 41
Palm Desert Housing Authority
Project Report
June 2023
5
Pueblos - 15 Units
73-695 Santa Rosa Way
• Detailed laundry room
• Repaired leaking A/C in unit #112, replaced evaporator coil
• Installed grab bar in the bathroom of unit #107
• Checked all fire extinguishers
• Cleaned and detailed pool, pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
05/31/23
# 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)
17 0 / 0 0 / 0 0 0
Sage Crest Senior - 14 Units
73-811 Santa Rosa Way
• A/C repair in unit #9, replaced fuse and burnt l ow voltage wire
• Checked all fire extinguishers
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
05/31/23
# 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 / 0 0 / 0 0 0
Santa Rosa – 20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Air quality testing in unit #2, test came clear
• Repaired and refinished kitchen counter, vanity, tub and enclosure in unit #10
• Replaced A/C filters for all units
• Cleaned stairs and light fixtures throughout property
• De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures
05/31/23
# 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)
7 0 / 0 0 / 0 2 0
Page 42
Palm Desert Housing Authority
Project Report
June 2023
6
Taos Palms - 16 Units
44-830 Las Palmas
• Repaired and refinished kitchen counter and vanity in unit #11
• A/C repair in unit #11, replaced fan coil and pressure switch
• Removal of bulk items/furniture from the dumpster
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed walkways, dumpster areas and enclosures
• De-webbed, cleaned debris and leaves throughout the property
05/31/23
# 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)
3 0 / 0 0 / 0 0 0
05/31/23
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)
307 0 / 0 4 / 2 3 4
Page 43
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Jul-23
REPORT DATE: 8/1/2023 TERESA VAKILI
"MULTI-FAMILY PROPERTIES"Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23
California Villas
a.Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 141
b.Vacant Units 5 8 7 5 2 3 4 2 1 3 4 5 4
c.Occupied Units 136 133 134 136 139 138 137 139 140 138 137 136 137
d.Pending Leases 1 5 5 6 5 6 5 2 3 3 4 5 3
e.Ending Occupied & Pre-leased 137 138 139 142 144 144 142 141 143 141 141 141 140
f.Down Units 1 1 1 0 0 0 0 0 0 0 1 1 1
g.Number of Wait List Contactees 75 52 30 40 50 40 50 40 40 40 30 25 200
h.Re-Cert Pkts Sent Out During Month 11 8 10 11 6 12 9 3 9 5 8 12 5
i.Number of Traffic Qualified 14 10 12 15 10 15 25 20 18 20 15 25 10
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 1 2 2 1 1 1 2 2 3 4 4 5
c.Occupied Units 62 63 62 62 63 63 63 62 62 61 60 60 59
d.Pending Leases 1 0 0 1 0 0 0 0 2 1 1 3 2
e.Ending Occupied & Pre-leased 63 63 62 63 63 63 63 62 64 62 61 63 61
f.Down Units 1 1 1 1 1 1 1 1 1 1 1 1 1
g.Number of Wait List Contactees 12 0 15 10 0 0 0 16 15 68 46 64 72
h.Re-Cert Pkts Sent Out During Month 5 4 2 7 3 3 6 4 6 2 4 6 2
i.Number of Traffic Qualified 33 16 10 9 7 13 9 15 30 15 21 17 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 2 3 6 5 6 5 1 1 2 2 2 2 2
c.Occupied Units 46 45 42 43 42 43 47 47 46 46 46 46 46
d.Pending Leases 1 1 3 5 6 4 1 1 0 1 1 2 2
e.Ending Occupied & Pre-leased 47 46 45 48 48 47 48 48 46 47 47 48 48
f.Down Units 1 1 1 0 1 1 0 0 1 1 1 0 0
g.Number of Wait List Contactees 45 55 60 55 50 45 50 35 25 20 25 20 30
h.Re-Cert Pkts Sent Out During Month 1 8 3 3 3 4 3 2 1 4 3 5 1
i.Number of Traffic Qualified 4 7 5 8 10 7 9 8 12 10 30 35 40
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 0 1 0 1 1 0
c.Occupied Units 24 24 24 24 24 24 24 24 23 24 23 23 24
d.Pending Leases 0 0 0 0 0 0 0 0 1 0 0 0 0
e.Ending Occupied & Pre-leased 24 24 24 24 24 24 24 24 24 24 23 23 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 0 7 10 0 33 22 0
h.Re-Cert Pkts Sent Out During Month 1 4 1 0 4 3 0 1 2 3 2 2 2
i.Number of Traffic Qualified 15 9 5 7 5 7 4 8 27 9 16 14 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 9 9 11 10 14 13 9 7 6 5 9 10 11
c.Occupied Units 375 375 373 374 370 371 375 377 378 379 375 374 373
d.Pending Leases 9 9 8 4 4 6 4 6 6 5 7 5 12
e.Ending Occupied & Pre-leased 384 384 381 378 374 377 379 383 384 384 382 379 385
f.Down Units 0 1 3 3 5 5 6 2 1 1 3 3 3
g.Number of Wait List Contactees 181 196 150 110 128 123 211 98 133 110 149 101 238
h.Re-Cert Pkts Sent Out During Month 23 24 23 11 29 37 29 32 25 22 31 28 26
i.Number of Traffic Qualified 77 63 46 34 12 19 93 38 93 46 46 23 126
j.Number of Traffic Non-Qualified 3 5 2 4 1 2 1 1 3 3 4 8 6
08/01/2023 Page 1 of 4 MOS Multi-Family 7.23Page 44
MONTHLY OCCUPANCY STATUS REPORT
"MULTI-FAMILY PROPERTIES"Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 36
b. Vacant Units 1 2 2 2 0 0 2 2 1 1 1 1 1
c. Occupied Units 35 34 34 34 36 36 34 34 35 35 35 35 35
d. Pending Leases 1 2 0 0 0 0 1 1 0 0 0 1 0
e. Ending Occupied & Pre-leased 36 36 34 34 36 36 35 35 35 35 35 36 35
f. Down Units 0 0 0 0 0 0 1 1 1 1 1 0 0
g. Number of Wait List Contactees 45 55 60 55 50 45 50 15 25 20 20 25 20
h. Re-Cert Pkts Sent Out During Month 4 4 2 2 4 3 2 3 3 2 4 2 2
i. Number of Traffic Qualified 2 4 4 6 4 3 4 4 7 5 10 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 5 5 3 3 2 4 2 1 1 1 1 2 3
c. Occupied Units 15 15 17 17 18 16 18 19 19 19 19 18 17
d. Pending Leases 0 1 1 1 0 2 1 0 1 1 2 2 3
e. Ending Occupied & Pre-leased 15 16 18 18 18 18 19 19 20 20 21 20 20
f. Down Units 4 4 2 2 2 1 1 1 0 0 0 0 0
g. Number of Wait List Contactees 45 55 60 15 50 45 50 10 25 25 15 25 20
h. Re-Cert Pkts Sent Out During Month 1 2 1 1 1 1 1 1 0 2 0 0 2
i. Number of Traffic Qualified 0 2 0 5 3 2 3 3 5 5 10 8 5
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16 16
b. Vacant Units 0 0 1 0 0 0 0 0 0 0 1 2 1
c. Occupied Units 16 16 15 16 16 16 16 16 16 16 15 14 15
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 16 16 15 16 16 16 16 16 16 16 15 14 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 0 0 0 0 0 0 0 0 48 0
h. Re-Cert Pkts Sent Out During Month 2 2 1 1 1 1 2 1 2 0 2 0 1
i. Number of Traffic Qualified 4 6 3 3 5 3 4 3 4 5 14 11 6
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 733
b. Vacant Units 24 28 32 27 25 26 19 15 14 15 23 27 27
c. Occupied Units 709 705 701 706 708 707 714 718 719 718 710 706 706
d. Pending Leases 13 18 17 17 15 18 12 10 13 11 15 18 22
e. Ending Occupied & Pre-leased 722 723 718 723 723 725 726 728 732 729 725 724 728
f. Down Units 7 8 8 6 9 8 9 5 4 4 7 5 5
g. Number of Wait List Contactees 403 413 385 285 328 298 411 221 273 283 318 330 580
h. Re-Cert Pkts Sent Out During Month 48 56 43 36 51 64 52 47 48 40 54 55 41
i. Number of Traffic Qualified 149 117 85 87 56 69 151 99 196 115 162 158 222
j. Number of Traffic Non-Qualified 3 5 2 4 1 2 1 1 3 3 4 8 6
08/01/2023 Page 2 of 4 MOS Multi-Family 7.23Page 45
MONTHLY OCCUPANCY STATUS REPORT
REPORTING MONTH: Jul-23
REPORT DATE: 8/1/2023 TERESA VAKILI
"SENIOR PROPERTIES"Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 30
b. Vacant Units 1 0 0 0 0 1 1 2 2 2 2 2 2
c. Occupied Units 29 30 30 30 30 29 29 28 28 28 28 28 28
d. Pending Leases 1 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 30 30 30 30 30 29 29 28 28 28 28 28 28
f. Down Units 0 0 0 0 0 0 1 2 2 2 2 2 2
g. Number of Wait List Contactees 36 0 0 0 0 10 10 5 19 16 0 0 0
h. Re-Cert Pkts Sent Out During Month 6 3 3 2 4 4 4 3 1 5 3 1 4
i. Number of Traffic Qualified 2 12 8 13 8 4 11 10 8 4 0 0 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 73
b. Vacant Units 2 0 0 1 1 2 1 3 3 3 2 1 0
c. Occupied Units 71 73 73 72 72 71 72 70 70 70 71 72 73
d. Pending Leases 2 1 2 2 0 1 1 0 3 2 2 1 0
e. Ending Occupied & Pre-leased 73 74 75 74 72 72 73 70 73 72 73 73 73
f. Down Units 0 0 0 0 0 0 1 2 2 1 0 0 0
g. Number of Wait List Contactees 85 117 81 89 76 95 50 14 42 72 91 88 49
h. Re-Cert Pkts Sent Out During Month 1 5 3 3 2 3 12 5 7 7 7 10 2
i. Number of Traffic Qualified 4 4 7 2 3 1 2 6 2 1 7 3 0
j. Number of Traffic Non-Qualified 0 0 1 2 0 1 2 1 0 0 0 2 1
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 72
b. Vacant Units 1 2 2 2 2 2 3 2 3 3 3 3 3
c. Occupied Units 71 70 70 70 70 70 69 70 69 69 69 69 69
d. Pending Leases 0 2 0 1 1 0 1 1 0 1 1 0 1
e. Ending Occupied & Pre-leased 71 72 70 71 71 70 70 71 69 70 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 92 81 88 101 96 83 89 76 68 71 20 10 12
h. Re-Cert Pkts Sent Out During Month 12 9 4 4 3 6 2 6 12 10 1 7 5
i. Number of Traffic Qualified 18 6 21 13 27 14 37 21 17 8 4 3 3
j. Number of Traffic Non-Qualified 0 0 1 1 1 1 1 1 2 0 0 0 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 0 1 0 0
c. Occupied Units 27 27 27 27 27 27 27 27 27 27 26 27 27
d. Pending Leases 0 1 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 27 28 27 27 27 27 27 27 27 27 26 27 27
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 15 0 0 0 0 0 0 0 10 38 0 0
h. Re-Cert Pkts Sent Out During Month 1 2 0 4 2 1 1 2 4 2 1 3 1
i. Number of Traffic Qualified 20 20 41 7 4 10 4 10 3 11 13 18 13
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 3
Las Serenas
a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 150
b. Vacant Units 3 3 6 4 4 4 8 7 7 6 5 7 6
c. Occupied Units 147 147 144 146 146 146 142 143 143 144 145 143 144
d. Pending Leases 2 0 2 1 2 3 4 4 2 2 2 1 2
e. Ending Occupied & Pre-leased 149 147 146 147 148 149 146 147 145 146 147 144 146
f. Down Units 2 3 4 4 3 3 4 4 4 4 4 3 3
g. Number of Wait List Contactees 12 15 149 130 61 33 54 15 33 31 63 54 149
h. Re-Cert Pkts Sent Out During Month 15 12 18 10 9 8 10 3 4 8 14 18 14
i. Number of Traffic Qualified 47 22 48 27 25 30 41 35 37 34 32 41 38
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
08/01/2023 Page 3 of 4 MOS Senior 7.23Page 46
MONTHLY OCCUPANCY STATUS REPORT
"SENIOR PROPERTIES"Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-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 0 1 1 1 1 0 0 0
c. Occupied Units 15 15 15 15 15 15 14 14 14 14 15 15 15
d. Pending Leases 0 0 0 0 0 0 0 1 1 1 0 0 0
e. Ending Occupied & Pre-leased 15 15 15 15 15 15 14 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 17 8 0 0 10 15 18 9 17 9 0 0 0
h. Re-Cert Pkts Sent Out During Month 3 0 0 0 0 0 1 1 3 3 1 1 3
i. Number of Traffic Qualified 1 2 3 2 3 4 11 5 4 2 0 0 2
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 2 1 2 0 0 0 0 0 0 0 0 0
c. Occupied Units 12 12 13 12 14 14 14 14 14 14 14 14 14
d. Pending Leases 0 2 0 1 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 12 14 13 13 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 7 10 5 16 12 5 4 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 2 1 0 0 0 2 2 2 1 1 2 1 2
i. Number of Traffic Qualified 2 2 3 2 6 5 1 3 3 1 0 0 2
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
SENIOR PROPERTIES Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 381
b. Vacant Units 9 7 9 9 7 9 14 15 16 15 13 13 11
c. Occupied Units 372 374 372 372 374 372 367 366 365 366 368 368 370
d. Pending Leases 5 6 4 5 3 4 6 6 6 6 5 2 3
e. Ending Occupied & Pre-leased 377 380 376 377 377 376 373 372 371 372 373 370 373
f. Down Units 2 3 4 4 3 3 6 8 8 7 6 5 5
g. Number of Wait List Contactees 249 246 323 336 255 241 225 119 179 209 212 152 210
h. Re-Cert Pkts Sent Out During Month 40 32 28 23 20 24 32 22 32 36 29 41 31
i. Number of Traffic Qualified 94 68 131 66 76 68 107 90 74 61 56 65 60
j. Number of Traffic Non-Qualified 0 0 2 3 1 2 3 2 2 0 0 2 5
08/01/2023 Page 4 of 4 MOS Senior 7.23Page 47
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY SHEET JULY 2023
AMI %Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20%12,240 255 13,980 291 15,730 328 17,480 364
25%15,300 319 17,475 364 19,663 410 21,850 455
30%18,500 385 21,150 441 23,800 496 27,750 578
35%21,420 446 24,465 510 27,528 573 30,590 637
40%24,480 510 27,960 583 31,460 655 34,960 728
45%27,540 574 31,455 655 35,393 737 39,330 819
50%30,800 642 35,200 733 39,600 825 44,000 917
55%33,660 701 38,445 801 43,258 901 48,070 1,001
60%36,720 765 41,940 874 47,190 983 52,440 1,093
65%39,780 829 45,435 947 51,123 1,065 56,810 1,184
70%42,840 1,071 48,930 1,223 55,055 1,376 61,180 1,530
75%45,900 1,148 52,425 1,311 58,988 1,475 65,550 1,639
80%49,300 1,233 56,350 1,409 63,400 1,585 70,400 1,760
85%52,020 1,301 59,415 1,485 66,853 1,671 74,290 1,857
90%55,080 1,377 62,910 1,573 70,785 1,770 78,660 1,967
95%58,140 1,454 66,405 1,660 74,718 1,868 83,030 2,076
100%61,200 1,530 69,900 1,748 78,650 1,966 87,400 2,185
105%64,260 1,607 73,395 1,835 82,583 2,065 91,770 2,294
110%67,320 1,683 76,890 1,922 86,515 2,163 96,140 2,404
115%70,380 1,760 80,385 2,010 90,448 2,261 100,510 2,513
120%73,440 1,836 83,880 2,097 94,380 2,360 104,880 2,622
Riverside County Income Eligibility as of 7/1/2022. Monthly rent is exclusive of Utility Allowance.
Extremely Low
0-30%Very Low
31-50%Low
51-80%Moderate
81%-120%Total 706
317
598
988
1,288
798
175
184
212
135
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
125
162
67
Senior Complexes
Average Mo. RentNo. of Units
16
370
318
552
936
1,229
759
08/01/2023 Page 1 of 1 Summary Rpt #1 7.23Page 48
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 3 196 3 253 4 264 1 238 11 240
d. 2 BR, 2 BA 2 243 2 253 4 248
e. Totals 20%5 5 3 2 17 4 1 0 37
2. VERY LOW: 21-25% OF MEDIAN
a. Studio 6 275 6 275
b. 1 BR, 1 BA 13 313 4 295 5 303 35 297 57 301
c. 2 BR, 1 BA 2 325 7 335 3 326 1 320 13 330
d. 2 BR, 2 BA 3 325 9 335 12 333
e. Totals 21-25%13 10 7 3 51 3 1 0 88
3. VERY LOW: 26-30% OF MEDIAN
a. Studio 2 323 2 323
b. 1 BR, 1 BA 14 390 3 372 2 360 10 387 29 385
c. 2 BR, 1 BA 3 421 1 406 1 406 1 411 6 414
d. 2 BR, 2 BA 4 403 9 421 13 416
e. Totals 26-30%14 5 2 4 22 1 1 1 50
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 2 402 2 402
b. 1 BR, 1 BA 6 462 1 441 10 451 17 454
c. 2 BR, 1 BA 2 488 3 475 1 534 1 488 7 489
d. 2 BR, 2 BA 3 488 12 498 15 496
e. Totals 31-35%6 3 2 3 25 1 0 1 41
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 2 466 2 466
b. 1 BR, 1 BA 8 534 1 522 5 529 14 531
c. 2 BR, 1 BA 2 570 7 580 2 565 3 570 14 574
d. 2 BR, 2 BA 1 570 12 574 13 574
e. Totals 36-40%8 2 3 1 24 2 0 3 43
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 1 530 1 530
b. 1 BR, 1 BA 9 607 5 594 9 593 23 599
c. 2 BR, 1 BA 3 662 2 609 3 647 2 652 10 645
d. 2 BR, 2 BA 8 662 8 662
e. Totals 41-45%9 1 5 0 20 2 3 2 42
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 5 598 1 598 6 598
b. 1 BR, 1 BA 11 685 2 672 9 671 22 678
c. 2 BR, 1 BA 1 732 2 740 9 733 6 752 3 735 21 739
d. 2 BR, 2 BA 1 740 8 740 9 740
e. Totals 46-50%11 6 5 1 26 6 3 0 58
Total very low =66 32 27 14 185 19 9 7 359
·Percent of total 48.18%54.24%58.70%58.33%49.60%54.29%52.94%46.67%50.85%
8. LOWER: 51-55% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 8 753 1 732 5 747 14 749
c. 2 BR, 1 BA 3 816 9 826 4 824 2 811 18 822
d. 2 BR, 2 BA 4 816 11 826 15 823
e. Totals 51-55%8 1 3 4 25 4 2 0 47
9. LOWER: 56-60% OF MEDIAN
a. Studio 1 721 1 721
b. 1 BR, 1 BA 14 819 1 805 10 820 25 819
c. 2 BR, 1 BA 4 872 3 908 1 900 1 893 2 898 11 891
d. 2 BR, 2 BA 8 908 8 908
e. Totals 56-60%14 2 4 0 21 1 1 2 45
NEIGHBORS
Jul-23
8/1/2023
CALIFORNIA
VILLAS
DESERT
POINTE
LAGUNA
PALMS
ONE QUAIL
PLACE
PALM
VILLAGE SANTA ROSA TAOS PALMS TOTALS
08/01/2023 Page 1 of 4 Rpt #1 Multi-Family 7.23Page 49
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 1 694 1 785 2 740
b. 1 BR, 1 BA 8 886 1 886 11 890 20 888
c. 2 BR, 1 BA 7 974 3 975 2 975 1 980 13 975
d. 2 BR, 2 BA 1 980 19 984 20 984
e. Totals 61-65%8 1 2 1 37 3 2 1 55
11. LOWER: 66-70% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 5 1,154 2 1,133 6 1,148 13 1,148
c. 2 BR, 1 BA 3 1,203 3 1,360 1 1,286 7 1,282
d. 2 BR, 2 BA 8 1,281 8 1,281
e. Totals 66-70%5 2 0 0 17 3 1 0 28
12. LOWER: 71-75% OF MEDIAN
a. Studio 2 1,018 2 1,018
b. 1 BR, 1 BA 4 1,154 4 1,148 8 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 7 1,400 7 1,400
e. Totals 71-75%4 2 1 0 13 2 1 0 23
13. LOWER: 76-80% OF MEDIAN
a. Studio 1 1,018 1 1,018
b. 1 BR, 1 BA 5 1,164 5 1,164
c. 2 BR, 1 BA 3 1,434 1 1,470 1 1,424 5 1,439
d. 2 BR, 2 BA 3 1,434 3 1,434
e. Totals 76-80%5 1 0 0 6 1 0 1 14
Total lower =44 9 10 5 119 14 7 4 212
·Percent of total 32.12%15.25%21.74%20.83%31.90%40.00%41.18%26.67%30.03%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 6 1,033 1 1,018 7 1,031
b. 1 BR, 1 BA 26 1,149 8 1,150 2 1,172 27 1,142 63 1,147
c. 2 BR, 1 BA 1 1,509 3 1,447 6 1,441 15 1,449 2 1,509 1 1,509 4 1,445 32 1,454
d. 2 BR, 2 BA 1 1,509 5 1,441 27 1,451 33 1,451
Total moderate =27 18 9 5 69 2 1 4 135
Percent of total 19.71%30.51%19.57%20.83%18.50%5.71%5.88%26.67%19.12%
15. Total units occupied:137 59 46 24 373 35 17 15 706
16. Occupancy rate =97%92%96%100%97%97%85%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 97%
08/01/2023 Page 2 of 4 Rpt #1 Multi-Family 7.23Page 50
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 9 364 16 262 17 288 42 295
b. 1 BR, 1 BA 3 272 1 295 5 329 6 313 2 297 1 295 18 307
c. 2 BR, 1 BA 1 322 1 322
d. 2 BR, 2 BA 0 -
e. Totals 21-25%4 9 17 5 23 2 1 61
3. VERY LOW: 26-30% OF MEDIAN
a. Studio 6 434 5 328 15 369 26 376
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 8 3 19 1 2 43
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 6 510 5 389 10 426 21 441
b. 1 BR, 1 BA 7 433 2 573 7 441 3 483 6 483 5 432 4 441 34 457
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 31-35%7 8 12 3 16 5 4 55
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 8 562 6 453 11 505 25 511
b. 1 BR, 1 BA 3 514 1 655 2 514 2 556 5 565 1 516 14 548
c. 2 BR, 1 BA 1 567 1 567
d. 2 BR, 2 BA 0 -
e. Totals 36-40%4 9 8 2 16 1 0 40
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 7 644 3 517 9 580 19 594
b. 1 BR, 1 BA 2 586 1 586 7 636 3 588 1 586 14 611
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 41-45%2 7 4 0 16 3 1 33
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 9 733 3 585 5 666 17 687
b. 1 BR, 1 BA 3 664 2 825 2 664 1 706 5 735 1 666 3 664 17 706
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 46-50%3 11 5 1 10 1 3 34
Total very low =25 53 59 19 107 13 11 287
·Percent of total 89.29%72.60%85.51%70.37%74.31%86.67%78.57%77.57%
8. LOWER: 51-55% OF MEDIAN
a. Studio 2 801 3 619 2 734 7 704
b. 1 BR, 1 BA 2 732 1 901 2 732 1 774 5 806 2 734 13 777
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 51-55%2 3 5 1 7 2 0 20
9. LOWER: 56-60% OF MEDIAN
a. Studio 2 874 3 807 5 834
b. 1 BR, 1 BA 3 805 2 847 1 893 1 805 7 830
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 56-60%0 2 3 2 4 0 1 12
Jul-23
8/1/2023
PUEBLOS TOTALS SAGE CREST
SR.CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
08/01/2023 Page 3 of 4 Rpt #1 Senior 7.23Page 51
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 1 847 1 975 1 878 3 900
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 61-65%0 5 0 1 7 0 1 14
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 1 1,135 5 1,189
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 2 0 1 9
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 27 2 3 67
Percent of total 7.14%24.66%13.04%22.22%18.75%13.33%21.43%18.11%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 1 1,202 1 1,062 8 1,135 10 1,134
b. 1 BR, 1 BA 2 1,189 2 1,464 4 1,326
c. 2 BR, 1 BA 1 1,509 1 1,509
d. 2 BR, 2 BA 1 1,509 1 1,509
Total moderate =1 2 1 2 10 0 0 16
Percent of total 3.57%2.74%1.45%7.41%6.94%0.00%0.00%4.32%
15. Total units occupied:28 73 69 27 144 15 14 370
16. Occupancy rate =93%100%96%100% 96%100%100%97%NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit 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 98%
08/01/2023 Page 4 of 4 Rpt #1 Senior 7.23Page 52
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jul-23 "MULTI-FAMILY PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 8/1/2023
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 66 32 27 14 185 19 9 7 359
Total rental income 30,786 12,070 12,503 5,847 85,357 9,834 5,110 3,913 165,420
Per occupied unit 466 377 463 418 461 518 568 559 461
LOWER: 51% --> 80%
Occupied units 44 9 10 5 119 14 7 4 212
Total rental income 40,784 8,272 8,997 4,244 120,288 15,441 7,136 4,200 209,362
Per occupied unit 927 919 900 849 1,011 1,103 1,019 1,050 988
MODERATE: 81% --> 120%
Occupied units 27 18 9 5 69 2 1 4 135
Total rental income 31,383 21,248 12,008 7,205 91,746 3,018 1,509 5,780 173,897
Per occupied unit 1,162 1,180 1,334 1,441 1,330 1,509 1,509 1,445 1,288
Summary Income:
Rental 102,953 41,590 33,508 17,296 297,391 28,293 13,755 13,893 548,679
Other Income:
Laundry 333 - 321 - 3,082 - 177 - 3,913
Other 477 (3,795) (3,758) (2,493) 10,386 (1,443) (1,093) (316) (2,035)
Total Operating Income 103,763 37,795 30,071 14,803 310,859 26,850 12,839 13,577 550,557
Occupied Units 137 59 46 24 373 35 17 15 706 Income per occupied unit 757 641 654 617 833 767 755 905 780
EXPENSES
Operating Expenses:
Payroll 11,942 6,035 6,511 2,172 42,342 3,445 1,665 1,757 75,868
Per occupied unit 87 102 142 90 114 98 98 117 107
Administrative 8,930 4,114 3,150 1,960 23,497 2,186 1,255 1,003 46,096
Per occupied unit 65 70 68 82 63 62 74 67 65
Advertising/Promotion - - - - 91 - - - 91
Per occupied unit - - - - 0 - - - 0
Contract Services 4,664 2,194 2,131 1,369 11,495 1,231 1,086 796 24,966
Per occupied unit 34 37 46 57 31 35 64 53 35
Utility Services 2,792 872 5,330 630 10,674 722 448 483 21,952
Per occupied unit 20 15 116 26 29 21 26 32 31
Maintenance 8,795 189 5,921 1,132 19,807 498 20 7,769 44,132
Per occupied unit 64 3 129 47 53 14 1 518 63
Replacement expense - (613) - - 13,675 - - 112,727 125,789
Per occupied unit - (10) - - 37 - - 7,515 178
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 37,122 12,791 23,043 7,264 121,582 8,082 4,473 124,536 338,893
Per occupied unit 271 217 501 303 326 231 263 8,302 480
Summary Revenue and Expenses
Total Operating Income 103,763 37,795 30,071 14,803 310,859 26,850 12,839 13,577 550,557
Total Operating Expenses 37,122 12,791 23,043 7,264 121,582 8,082 4,473 124,536 338,893
Monthly Net Operating Income 66,641 25,004 7,028 7,539 189,278 18,768 8,365 (110,959) 211,664
Per occupied unit 486 424 153 314 507 536 492 (7,397) 300
FYTD Net Operating Income* 66,641 24,391 7,028 7,539 202,953 18,768 8,365 1,769 337,453
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).
08/01/2023 Page 1 of 2 Rpt #2 Multi-Family 7.23
Page 53
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jul-23 "SENIOR PROPERTIES"REPORTED BY: Teresa Vakili
REPORT DATE: 8/1/2023
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 59 19 107 13 11 287
Total rental income 11,038 29,107 22,255 7,454 47,772 6,074 5,381 129,081
Per occupied unit 442 549 377 392 446 467 489 450
LOWER: 51% --> 80%
Occupied units 2 18 9 6 27 2 3 67
Total rental income 1,464 18,602 6,869 5,665 25,816 1,468 2,816 62,700
Per occupied unit 732 1,033 763 944 956 734 939 936
MODERATE: 81% --> 120%
Occupied units 1 2 1 2 10 - - 16
Total rental income 1,509 2,711 1,062 2,378 12,008 19,668
Per occupied unit 1,509 1,356 1,062 1,189 1,201 1,229
Summary Income:
Rental 14,011 50,420 30,186 15,497 85,596 7,542 8,197 211,449
Other Income:
Laundry - - 159 - - 20 - 179
Other 309 (959) (1,002) (244) 1,919 38 - 61
Total operating income 14,320 49,461 29,343 15,253 87,515 7,600 8,197 211,689
Occupied Units 28 73 69 27 144 15 14 370
Income per occupied unit 511 678 425 565 608 507 586 572
EXPENSES
Operating Expenses:
Payroll 3,171 7,184 7,291 2,819 7,741 1,859 1,329 31,393
Per occupied unit 113 98 106 104 54 124 95 85
Administrative 2,362 4,459 4,599 1,659 9,072 936 1,803 24,890
Per occupied unit 84 61 67 61 63 62 129 67
Advertising/promotion - 40 - - - - - 40
Per occupied unit - 1 - - - - - 0
Contract services 1,078 2,212 2,981 1,575 4,660 570 1,175 14,251
Per occupied unit 39 30 43 58 32 38 84 39
Utility services 302 1,628 1,073 276 1,831 303 352 5,765
Per occupied unit 11 22 16 10 13 20 25 16
Maintenance 1,279 799 3,918 - 8,038 739 - 14,772
Per occupied unit 46 11 57 - 56 49 - 40
Replacement expense - 1,053 - - - - - 1,053
Per occupied unit - 14 - - - - - 3
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 8,192 17,376 19,861 6,329 31,342 4,407 4,659 92,165
Per occupied unit 293 238 288 234 218 294 333 249
Summary Revenue and Expenses
Total Operating Income 14,320 49,461 29,343 15,253 87,515 7,600 8,197 211,689
Total Operating Expenses 8,192 17,376 19,861 6,329 31,342 4,407 4,659 92,165
Monthly Net Operating Income 6,128 32,085 9,482 8,924 56,173 3,194 3,538 119,524
Per occupied unit 219 440 137 331 390 213 253 323
FYTD Net Operating Income* 6,128 33,139 9,482 8,924 56,173 3,194 3,538 120,578
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)
08/01/2023 Page 2 of 2 Rpt #2 Senior 7.23
Page 54
Palm Desert Housing Authority
Project Report
July 2023
1
California Villas - 141 Units
77-107 California Drive
• Completed four (4) make ready units which include painting, cleaning and maintenance
• Repaired and refinished kitchen counter, vanity, tub and enclosure in unit #F -11
• Repaired patio deck of units #A-3 and F-3 with epoxy
• Replaced cracked window glass in the living room unit # H -7
• Irrigation repair by Building A, B, E, F and I
• Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures
• Cleaned debris and leaves around sidewalks, parking lots and carports
06/30/23
# 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)
5 0 / 0 0 / 0 0 0
Candlewood - 30 Units
74-000 Shadow Mountain Drive
• Irrigation repair by the pool
• 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
06/30/23
# 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)
5 0 / 0 0 / 0 0 0
Carlos Ortega Villas – 73 Units
77-915 Avenue of the States
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Detailed clubhouse, office, pool and laundry rooms
• Trimmed overhanging branches near unit #301
• Cleaned debris and leaves around sidewalks, parking lots and carports
06/30/23
# 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 0 / 0 0 0
Page 55
Palm Desert Housing Authority
Project Report
July 2023
2
Catalina Gardens - 72 Units
73-600 Catalina Way
• Installed new water heater for unit #C-3
• Inspected all fire extinguishers throughout the property
• Irrigation repair by the leasing office
• Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room
• Cleaned debris and leaves around walkways, carports, dumpster and enclosures
06/30/23
# 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)
38 0 / 0 0 / 0 0 0
Desert Pointe - 64 Units
43-805 Monterey Avenue
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Detailed laundry rooms
• Replaced three (3) A/Cs in unit #22, #24 and #36
• Replaced failing trellis beam for Building B
• Irrigation repair located East of the leasing office
• Cleaned and detailed workshop, mailbox area, pool area and furniture
• Cleaned debris and leaves around walkways, dumpster area, parking lots and carports
06/30/23
# 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 / 0 0 / 0 0 0
Laguna Palms - 48 Units
73-875 Santa Rosa Way
• Installed vinyl throughout unit #5, reasonable accommodation
• Installed new PTAC in unit #34
• Unclogged main drain for unit #25
• Repaired leaking copper line in the bathroom ceiling of unit #27
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry, pool area, dumpsters and enclosures
06/30/23
# 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
Page 56
Palm Desert Housing Authority
Project Report
July 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
06/30/23
# 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
Las Serenas - 150 Units
73-315 Country Club Drive
• Completed three (3) make ready units which include painting, cleaning and maintenance
• Installed new water heater for unit #221
• Replaced cracked window glass in the living room of unit #123
• Replaced A/C in unit #189
• Fascia repairs to units #117, #178, #210 and clubhouse
• Irrigation repair near pool #1 and main entrance
• 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
06/30/23
# 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)
44 0 / 0 0 / 0 0 0
Neighbors - 24 Units
73-535 Santa Rosa Way
• Completed night light check throughout the property
• Checked all fire extinguishers
• Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
06/30/23
# 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)
5 0 / 0 0 / 0 0 0
Page 57
Palm Desert Housing Authority
Project Report
July 2023
4
One Quail Place - 384 Units
72-600 Fred Waring Dr.
• Completed three (3) make ready units which include painting, cleaning, and maintenance
• Repaired and refinished kitchen counter in unit #1206
• Replaced shower drain assembly due to broken fitting in the bathroom of unit #3403
• Installed new garage door for the maintenance building
• Installed new conduit and wiring for new security light at mailboxes
• Removed and replaced broken window glass at Headstart
• Emergency removal of tree limb
• Removed and replaced joist supporting steps at unit #3401 and #3502 due to safety reason
• Irrigation repair near unit #2113, Building 40, basketball area and Fred Waring Street
• Detailed laundry rooms
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures
06/30/23
# 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)
85 0 / 0 0 / 0 1 0
Palm Village - 36 Units
73-650 Santa Rosa Way
• Detailed laundry
• Installed new door jamb and casing for the bedroom door of unit #121
• Installed new water heater for unit #222
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs, dumpster areas and enclosures
06/30/23
# 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)
17 0 / 0 0 / 0 0 0
Pueblos - 15 Units
73-695 Santa Rosa Way
• Detailed laundry room
• Checked all fire extinguishers
• Cleaned and detailed pool, pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
06/30/23
# 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 / 0 0 / 0 0 0
Page 58
Palm Desert Housing Authority
Project Report
July 2023
5
Sage Crest Senior - 14 Units
73-811 Santa Rosa Way
• Checked all fire extinguishers
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
06/30/23
# 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)
2 0 / 0 0 / 0 0 0
Santa Rosa – 20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Refinished tub and enclosure in the bathroom of unit #14
• Irrigation repair near laundry room
• Cleaned stairs and light fixtures throughout property
• De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosur es
06/30/23
# 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)
2 0 / 0 0 / 0 0 0
Taos Palms - 16 Units
44-830 Las Palmas
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Painted pool fence and cleaned pool equipment room
• 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
06/30/23
# 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
06/30/23
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)
261 0 / 0 0 / 0 1 0
Page 59
Palm Desert Housing Authority
Project Report
August 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 kitchen counter, vanity, tub and enclosure in units #B-3, #H-10 and #H-12
•Replaced water heater in unit #D-3
•Cleaned roof mount solar fan in unit #B-6
•Replaced broken electrical conduits by the mailbox
•Removed tree with stump by Building G
•Irrigation repair by unit #11 and Building D
•Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures
•Cleaned debris and leaves around sidewalks, parking lots and carports
07/31/23
# 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 1 / 0 0 4
Candlewood - 30 Units
74-000 Shadow Mountain Drive
•A/C repair in unit #B, replaced TXV and add ed refrigerant
•Extracted water, replaced pad, steam cleaned and deodorized carpet in unit #1, water damage from
the recent storm
•Installed handicapped pole and grab bar in the bathroom of unit #D, reasonable accommodation
•Irrigation repair by unit #13
•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
07/31/23
# 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
Carlos Ortega Villas – 73 Units
77-915 Avenue of the States
•Detailed clubhouse, office, pool and laundry rooms
•Replaced shower valve in the bathroom of unit #706
•Replaced malfunctioned irrigation timer by the pool area
•Five-year fire sprinkler inspection completed
•Trimmed overhanging branches near unit #301
•Cleaned debris and leaves around sidewalks, parking lots and carports
07/31/23
# 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)
32 0 / 0 0 / 0 0 0
Page 60
Palm Desert Housing Authority
Project Report
August 2023
2
Catalina Gardens - 72 Units
73-600 Catalina Way
• Completed two (2) make ready units which include painting, cl eaning and maintenance
• Extracted water, removed pad and carpet in unit #I-2, water damage from the recent storm
• Repaired and refinished kitchen countertop and bath vanity in units #B-4 and #O-2
• Replaced A/C in unit #G-1
• Irrigation repairs by Building C, D, O and Q
• Removed broken tree branches by the leasing office
• Installed new electrical wires for sidewalk and carport lightings
• 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
07/31/23
# 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
Desert Pointe - 64 Units
43-805 Monterey Avenue
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Detailed laundry rooms
• Repaired and refinished tub and enclosure in the bathroom of unit #30
• Replaced discolored vinyl in the bathroom and kitchen of unit #25
• Replaced A/C in unit #25
• Irrigation repair by the parking lot
• Cleaned and detailed workshop, mailbox area, pool area and furniture
• Cleaned debris and leaves around walkways, dumpster area, parking lots and carports
07/31/23
# 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)
7 0 / 0 0 / 0 0 0
Page 61
Palm Desert Housing Authority
Project Report
August 2023
3
Laguna Palms - 48 Units
73-875 Santa Rosa Way
• Repaired leaking cold-water line coming from the bathroom ceiling of unit #30
• Converted tub into walk-in shower in the bathroom of unit #6, reasonable accommodation
• Repaired leaking toilet and replaced water damaged vinyl in the bathroom of unit #20
• Replaced old vinyl and carpet in occupied unit #8 due to trip hazard
• Installed vinyl throughout unit #37, reasonable accommodation
• Irrigation repair by unit #17
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed laundry, pool area, dumpsters and enclosures
07/31/23
# 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)
29 0 / 1 1 / 1 0 2
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
07/31/23
# 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)
8 0 / 0 0 / 0 0 0
Las Serenas - 150 Units
73-315 Country Club Drive
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Repaired and refinished kitchen counter, vanity, tub and enclosure in units #107 and #239
• Converted tub into a walk-in shower in unit #229
• Replaced strike side door jamb in unit #215, damaged by paramedics due to emergency entrance
• Roof repair throughout the property
• Electrical repair in unit #134, replaced burned circuit wiring in the attic
• Repaired underground electrical shorts for carports and landscap e lightings located in the front of
the property
• Replaced corroded landscape light post by units #189, #190 and #233
• Irrigation repair near Building D and F
• Cleaned office, clubhouse, pool furniture, laundry and restrooms
• Cleaned debris and leaves in carports and throughout the property
• Cleaned and detailed lamp posts, exterior light fixtures, dumpsters and enclosures
07/31/23
# 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)
82 0 / 0 3 / 5 1 4
Page 62
Palm Desert Housing Authority
Project Report
August 2023
4
Neighbors - 24 Units
73-535 Santa Rosa Way
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Replaced drywall in the closet of unit #8, water damaged from A/C leak. Tested moisture in the unit
and result came clear
• Replaced front door frame for unit #7
• Replaced water heater in unit #21
• Replaced A/C in unit #5
• Roof repair in unit #18
• Irrigation repair by unit #11 and # 13
• Cleaned and detailed pool, stairs, exterior light fixtures, dumpsters and enclosures
• De-webbed, cleaned debris and leaves throughout the property
07/31/23
# 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 1 / 1 0 / 0 0 0
One Quail Place - 384 Units
72-600 Fred Waring Dr.
• Completed ten (10) make ready units which include painting, cleaning, and maintenance
• Repaired and refinished kitchen counter, tub and enclosure in units #3704 and #4304
• Repaired and refinished kitchen counter and vanity in unit #2109
• A/C repair in unit #1201, replaced A/C condenser
• Replaced A/C in unit #607
• Replaced cracked shower tub in the bathroom of unit #1701
• Installed new walk-in shower in the bathroom of unit #2501, old shower stall was cracked
• Installed vinyl throughout unit #505 due to reasonable accommodation
• Relocated residents at units #503, #505, #507 and #3113 for a temporary stay at the hotel due to
flood in their units from the storm
• Replaced two (2) concrete steps by unit #3406 due to trip hazard
• Cleaned air duct in unit #403 after completion of the unit renovation
• Replaced circulation pump motor for pool #3 and fountain at the front of the property
• Irrigation repair near units #3003, #3105, #4103, Building 8, 35, 40 and east of main pool area
• Repaired golf cart, replaced brake drum
• Detailed laundry rooms
• De-webbed, cleaned debris and leaves throughout the property
• Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures
07/31/23
# 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)
89 1 / 1 6 / 4 5 8
Page 63
Palm Desert Housing Authority
Project Report
August 2023
5
Palm Village - 36 Units
73-650 Santa Rosa Way
• Detailed laundry
• Repaired and refinished tub and enclosure in the bathroom of unit #313
• Fire alarm semi annual testing for Buildings A, B and C
• Cleaned and checked all light fixtures throughout the property
• Cleaned and detailed stairs, dumpster areas and enclosures
07/31/23
# 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)
21 0 / 0 0 / 0 0 0
Pueblos - 15 Units
73-695 Santa Rosa Way
• Detailed laundry room
• Checked all fire extinguishers
• Cleaned and detailed pool, pool furniture, dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout property
07/31/23
# 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
Sage Crest Senior - 14 Units
73-811 Santa Rosa Way
• A/C repair in unit #4, replaced reversing valve, TXV, compressor and filter dryer
• Cleaned air duct in unit #7
• Checked all fire extinguishers
• Power washed dumpster area and enclosures
• De-webbed and cleaned debris and leaves throughout the property
07/31/23
# 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)
7 0 / 0 0 / 0 0 0
Page 64
Palm Desert Housing Authority
Project Report
August 2023
6
Santa Rosa – 20 Units
73-625 Santa Rosa Way
• Detailed laundry room
• Repaired electrical wiring in the bathroom and bedroom of unit #14
• Removed and replaced four (4) broken paver tiles for each building entryway
• Repaired leaking A/C in unit #14, unclogged the condensation line. Also steam cleaned carpet in the
hallway that was water damaged from the A/C leak
• Irrigation repair near unit #17
• Cleaned stairs and light fixtures throughout property
• De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures
07/31/23
# 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 / 0 1 / 1 0 0
Taos Palms - 16 Units
44-830 Las Palmas
• Completed one (1) make ready unit which includes painting, cleaning and maintenance
• Repaired and refinished kitchen counter, vanity, tub and enclosure in unit #6
• Repaired and refinished tub and enclosure in unit #15
• Replaced A/C in unit #7
• Replaced carpet with vinyl in the living room, dining area and bathroom in unit #14, reasonable
accommodation
• 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
07/31/23
# 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 / 0 0 / 0 0 0
ALL PDHA PROPERTIES:
• Removed fallen and uprooted trees that were damaged from the recent storm
• Remediation of damaged units from the storm are still on going
07/31/23
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)
348 2 / 3 12 / 11 6 18
Page 65
TAOS PALMS
EXTERIOR RENOVATION
Housing Commission October, 2023
Page 66
Before After
Page 67
Before After
Page 68
Before After
Page 69
HILARY STORM
DAMAGE
AUGUST 20, 2023
Housing Commission October 11, 2023
Page 70
ONE QUAIL PLACE:
21 ROOF LEAKS,
6 HEAVILY DAMAGED UNITS, SINK HOLE,
AND 5 FALLEN TREES
Page 71
CALIFORNIA VILLAS:
5 TREES DOWN, ROOF DAMAGE
Page 72
NEIGHBORS:
FALLEN TREES, WATER POOLING,
RETAINING WALL DRAINAGE
Page 73
LAS SERENAS:
27 ROOF LEAKS, TREES DOWN
Page 74
DESERT POINTE:
WINDOW LEAK, TREES DOWN
Page 75
LAGUNA PALMS:
WINDOW BROKEN, 3 TREES
DOWN, UNIT LEAKS
Page 76
LA ROCCA:
TREES DOWN
Page 77
TAOS PALMS:
WATER INTRUSION
Page 78
CATALINA GARDENS:
ROOF LEAKS, 2 FALLEN TREES
Page 79
SAGE CREST:
2 TREES DOWN, CARPORT
DAMAGED, ROOF LEAK
Page 80
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Page 81
BEFORE AND
AFTER
•Housing Commission October 11, 2023
Page 82
ONE QUAIL PLACE
WATER DAMAGE
UNIT 3703
Page 83
Before After
Page 84
Before After
Page 85
Before After
Page 86
ONE QUAIL PLACE
FLOOR SEAL &
RENOVATION
UNIT 403
Page 87
Before After
Page 88
Before After
Page 89
LAS SERENAS
RENOVATION
UNIT 166
Page 90
Before After
Page 91
Before After
Page 92
LAS SERENAS
RENOVATION
UNIT 190
Page 93
Before After
Page 94
Before After
Page 95
PALM VILLAGE
TUB
ACCOMMODATION
& REPLACEMENT
UNIT #319
Page 96
Before After
Page 97
Homeless Coordination
Update
Jason Austin, MA, LMFT
Social Services Coordinator
Page 98
Three Month Update
•Homeless Providers and System
Assessment
•Develop City Website for Unhoused
Resources and Information for the
Community
•Conduct Homeless Outreach and Care
Team Engagements for Community
Response
5/1/23 HTF Update 2Page 99
Homeless Services Assessment
Meetings and Tours
•County Behavioral Health and Animal Services Departments
•Coachella Valley Association of Governments (CVAG)
•Telecare
•Marthas Village and Kitchen
•Coachella Valley Rescue Mission (CVRM)
•Inland Empire Health Plan (IEHP)
•El Paseo Business District
•City Homeless Task Force
•County Continuum of Care (CoC)
•City Housing Department
•City Departments
•Find Food Bank
•Sheriff and Code Department Ride Alongs
•Joslyn Senior Center
•Mama’s House
5/1/23 HTF Update 3Page 100
City of Palm Desert
Homeless Task Force
Strategic Priorities and Work Plan Components include:
1) Identifying Mental Health, Substance Use and Medical Services
2) Promoting Affordable Housing Opportunities
3)Identify Housing Programs and Services
Page 101
City Homeless and Health Web Site
Supportive Services
and Resources
Business and
Resident Information
Learning About
Homelessness
Public Safety
5/1/23 HTF Update 5Page 102
City System
of Care
through
Outreach
Response CARE TEAMS City Hall Walk-Ins
Homeless Support Calls
and Email Response Street Response
Increased response to those
experiencing homelessness or at-
risk of homelessness, business-
owners and operators, and
residents
County HOPE, CVAG,
CVRM, Sheriff and Code
Depts with Social Services
Coordinator
Mental Health and/or
Homeless Response
Requests for help via phone, email and city app
Support for those at street locations
Page 103
Service Data
March – May 2023
Street Outreach
Engagements
140
Requests for Service
by Phone
26
Requests for Service
by Email/City App
49
Number linked to
shelter/housing
13
Page 104
Questions?Jason Austin, MA, LMFT
Social Services Coordinator
Jaustin@palmdesert.gov
5/1/23 HTF Update 8Page 105
Concrete Rehabilitation
Neighbors and Las Serenas
Housing Commission
October 11, 2023
Page 106
Las Serenas – Sidewalk Removal and Replacement
Before After
Page 107
Las Serenas – Sidewalk Removal and Replacement
Before After
Page 108
Neighbors– Parking Lot Removal and Replacement
Before After
Page 109
Neighbors Demolition
Page 110
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Page 111
PALM DESERT HOUSING COMMISSION MEETING
Wednesday, October 11, 2023
Below is a summary of the Home Improvement Program activity for June, July, and
August 2023:
Inquiries: 9
Applications Provided: 4
Applications Received: 1
Referrals to Other Programs: 2
Page 112
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Page 113
HOUSING COMMISSION
Year 2023 2023 2023 2023 2023 2023 2023 2023 2023 2022 2022 2022
Month Sept Aug Jul Jun May Apr Mar Feb Jan Dec Nov Oct
Day - -13 14 -26 8 8 11 14 9 12
Ballard, Gregory - - E P -P P P - E E E 0 4
Bauer, Kathleen - - P P -P P P - P E P 0 1
Buller, Jan - - P P -P P P - P P P 0 0
Morrison, Melody - - P P -P P P - P P P 0 1
Siddiq, Franchon-Marie - - 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
Page 114