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HomeMy WebLinkAbout2024-09-11 HC Regular Meeting Agenda Packet HOUSING COMMISSION CITY OF PALM DESERT REGULAR MEETING AGENDA Wednesday, September 11, 2024 3:30 p.m. Administrative Conference Room, City Hall 73-510 Fred Waring Drive Palm Desert, CA 92260 Pursuant to Assembly Bill 2449, this meeting will be conducted as a hybrid meeting and there will be in-person access to this 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 cityclerk@palmdesert.gov. E-mails 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. • Pages 1.CALL TO ORDER 2.ROLL CALL 3.ELECTION OF HOUSING COMMISSION CHAIRPERSON AND VICE- CHAIRPERSON 4.NONAGENDA PUBLIC COMMENTS 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. Speakers may utilize one of the three options listed on the first page of the agenda. Because the Brown Act does not allow the Housing 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. 5.CONSENT CALENDAR All matters listed on the Consent Calendar are considered routine and may be approved by one motion. The public may comment on any items on the Consent Agenda within the three-minute time limit. Individual items may be removed by the Housing Commission for a separate discussion. RECOMMENDATION: To approve the consent calendar as presented. 5.a APPROVAL OF MINUTES 5 RECOMMENDATION: Approve the Minutes of June 12, 2024. 5.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORTS FROM APRIL TO JULY 2024 9 RECOMMENDATION: Receive and file the Home Improvement Program Activity Reports from April to July 2024. 5.c RATIFY CHANGE ORDER NO. 4 FOR THE ONE QUAIL PLACE PARKING LOT REHABILITATION PROJECT NO. CHA00003 (812-20) 19 RECOMMENDATION: Ratify emergency action taken by the Housing Authority Board on July 11, 2024: Approve Change Order No.4 in an amount not to exceed of $280,647 to Contract No. HA45140 with Jacobsson Engineering Construction, Inc. 1. Authorize the Executive Director or designee to execute Change Order No.4 of the agreement and any documents necessary to effectuate the actions taken herewith. 2. 5.d RECEIVE AND FILE 2024 PALM DESERT HOUSING AUTHORITY INCOME LIMITS 39 RECOMMENDATION: Receive and file 2024 PDHA income limits. 6.CONSENT ITEMS HELD OVER 7.ACTION CALENDAR The public may comment on individual Action Items within the three-minute time limit. Speakers may utilize one of the three options listed on the first page of the agenda. Housing Commission Meeting September 11, 2024 2 7.a RATIFY TKE ENGINEERING, INC., FOR ON-CALL CONSTRUCTION MANAGEMENT SERVICES FOR THE HOUSING AUTHORITY PROPERTIES 43 RECOMMENDATION: Recommend to the Palm Desert Housing Authority: Ratify the award of contract to TKE Engineering, Inc., as an additional consultant to the On-Call Construction Management Services contract in a shared aggregate amount with the City in an amount not to exceed $11,739,394. 1. Authorize the City to administer the contract on behalf of the Housing Authority and authorize the City Manager to execute contract and subsequent task orders. 2. Direct the City Attorney, Director of Finance, and Director of Capital Projects to review annual expenditures and performance of the vendors under said contract. 3. 7.b REJECT ALL PROPOSALS SUBMITTED FOR COURTESY PATROL SERVICES AT HOUSING AUTHORITY PROPERTIES 45 RECOMMENDATION: Recommend the Palm Desert Housing Authority: Reject all proposals submitted for Courtesy Patrol Services at Palm Desert Housing Authority owned properties. 1. Authorize staff’s request to solicit proposals for camera system installation with off-site monitoring. 2. 7.c ADOPT RESOLUTIONS AMENDING AND RESTATING THE BYLAWS FOR THE PALM DESERT HOUSING AUTHORITY AND PALM DESERT HOUSING COMMISSION 47 RECOMMENDATION: Recommend the Palm Desert Housing Authority: Waive further reading and adopt a Resolution, amending and restating the bylaws for the Palm Desert Housing Authority. 1. Waive further reading and adopt a Resolution, amending and restating the bylaws for the Palm Desert Housing Commission. 2. 7.d HOMELESSNESS TASKFORCE LIAISON FOR FISCAL YEAR 2024-2025 59 RECOMMENDATION: Appoint a Housing Commission liaison to the Homelessness Taskforce for Fiscal Year 2024/25. 8.INFORMATIONAL REPORTS & COMMENTS 8.a FALKENBERG/GILLIAM & ASSOCIATES (FGA) MONTHLY REPORTS 61 FGA Monthly Reports for April and May, 2024. 8.b HOUSING COMMISSIONERS Housing Commission Meeting September 11, 2024 3 8.c CITY COUNCIL LIAISON 8.d CITY STAFF 8.e ATTENDANCE REPORT 111 9.ADJOURNMENT The next Regular Meeting will be held on October 9, 2024, at 3:30 p.m. 10.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, Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm Desert. Staff reports for all agenda items considered in open session, 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. 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/ Michelle Nance Deputy Clerk II Housing Commission Meeting September 11, 2024 4 1 HOUSING COMMISSION CITY OF PALM DESERT REGULAR MEETING MINUTES June 12, 2024, 3:30 p.m. Present: Commissioner Jann Buller, Commissioner Olivia Docken, Commissioner Dominic Moore, Commissioner Melody Morrison, Vice Chair Franchon-Marie Siddiq Absent: Chair Kathleen Bauer Staff Present: Housing Manager Jessica Gonzales, Management Analyst Celina Cabrera, Senior Administrative Assistant Damian Olivares, Recording Secretary Michelle Nance Liaison(s) Present: City Council Liaison, Kathleen Kelly Click HERE to review the meeting video. Click HERE to access the meeting agenda packet. 1. CALL TO ORDER A Regular Meeting of the Housing Commission was called to order by Vice Chair Siddiq on June 12, 2024, at 3:30 p.m. in the Administrative Conference Room, City Hall, located at 73-510 Fred Waring Drive, Palm Desert, California. 2. ROLL CALL 3. NON­AGENDA PUBLIC COMMENTS None. 4. CONSENT CALENDAR Motion by: Commissioner Buller Seconded by: Commissioner Docken To approve the consent calendar as presented. Motion Carried (5 to 0) 4.a APPROVAL OF MINUTES Approve the Minutes of May 8, 2024. 5. CONSENT ITEMS HELD OVER None. 5 2 6. ACTION CALENDAR 6.a RATIFICATION OF MULTIPLE VENDOR CONTRACTS FOR ADDITIONAL SERVICES FOR THE HOUSING AUTHORITY PROPERTIES, IN THE AGGREGATE AMOUNT NOT TO EXCEED $124,729. Housing Manager Gonzales provided the staff report and answered member inquiries. Motion by: Commissioner Docken Seconded by: Commissioner Buller Recommend the Palm Desert Housing Authority Board: 1. Ratify the authorization of an increase to Garland/DBS, Inc., Southwest Protective Services, Inc. and Victor G. Peloquin dba Exclusive Pest Control Services, contracts for additional services in the amount of $72,000, $37,116, $15,613, respectively in Fiscal Year 2023/2024, to support the operations at the Housing Authority properties in the aggregate amount not to exceed $124,729. 2. Authorize an increase in the annual not to exceed amount of $25,000 for Victor G. Peloquin dba Exclusive Pest Control Services for the remaining contract term. 3. Authorize the Executive Director or his designee to take any necessary actions to facilitate execution of amended agreements with the multiple vendors and any documents necessary to effectuate the actions taken herewith. Motion Carried (5 to 0) 6.b RECOMMEND APPROVAL TO AWARD CONTRACT TO WEST COAST ARBORISTS, INC. FOR ARBORICULTURAL SERVICES Community Services Manager Muir provided the staff report and answered member inquiries. Motion by: Commissioner Morrison Seconded by: Commissioner Docken Recommend that the Palm Desert Housing Authority Board: 1. Approve award of contract to West Coast Arborists, Inc., of Indio, California, for arboricultural services for the City of Palm Desert, Desert Willow Golf Resort, and the Palm Desert Housing Authority, for a term of three years with two optional one-year extensions in an annual amount not to exceed $1,114,125. 2. Authorize staff to assign additional services/extra work as determined to be necessary to perform emergency work, mitigate hazardous conditions and proactively respond to unforeseen issues. 6 3 3. Authorize the City Manager or designee to review and approve written contract amendments and change order requests for unanticipated conditions per Section 3.30.170 of the Palm Desert Municipal Code; and, 4. Authorize the City Manager to execute the said agreement. Motion Carried (5 to 0) 6.c APPROVAL OF AGREEMENT WITH SID’S CARPET BARN, INC., FOR FLOOR COVERINGS AT PALM DESERT HOUSING AUTHORITY PROPERTIES FOR FY 2024/2025 Management Analyst Cabrera provided a staff report and answered member inquiries. Motion by: Commissioner Buller Seconded by: Commissioner Morrison Recommend to the Palm Desert Housing Authority Board: 1. Authorization to use Engineered Floors, LLC. (dba J + J Flooring) (“Engineered Floors”), an Omnia Partners (“Omnia”) national government cooperative contract holder for flooring and outdoor surfaces solutions, contract 02-146, at the Palm Desert Housing Authority (“Authority”) properties pursuant to Section 3.30.160(E) of the Palm Desert Municipal Code. 2. Approval to enter into an agreement with Sid’s Carpet Barn, Inc. (aka Curtis Allan Floorcovering, Inc.), (“Sid’s Carpet”), an authorized installer of Engineered Floors, for procurement and installation of floor coverings and related supplies and services at the Authority’s properties for a term of one (1) year with an option to renew the agreement for no more than four additional one-year terms in an annual amount not to exceed $175,000. 3. Authorization for the Executive Director, or his designee, to execute the agreement, approve written contract amendments and change order requests for unanticipated conditions per Section 3.30.170 of the Palm Desert Municipal Code, and take any necessary actions to facilitate execution of agreement with Sid’s Carpet and any documents necessary to effectuate the actions taken herewith. Motion Carried (5 to 0) 7. INFORMATIONAL REPORTS & COMMENTS 7.a SUMMARY OF CITY COUNCIL AND HOUSING AUTHORITY ACTIONS Housing Manager Gonzales provided an update on City Council and Housing Authority actions taken at the May 23, 2024, City Council and Housing Authority meeting and preview of items on the agenda of June 13, 2024. 7 4 7.b FGA MONTHLY REPORTS Cyndi Karp of FGA provided a report of April 2024 and answered member inquiries; no formal action taken on this item. 7.c HOUSING COMMISSIONERS Commissioner Docken commended the new manager of the Carlos Ortega Villas. 7.d CITY COUNCIL LIAISON Councilmember Kelly commended staff on the work done for the affordable housing project planned for across from Desert Arc. 7.e CITY STAFF 7.e.1 HOME IMPROVEMENT PROGRAM MONTHLY ACTIVITY REPORT FOR APRIL 2024 This item will be moved to the July 10th meeting; no formal action taken. 7.f ATTENDANCE REPORT Report provided; no action taken on this item. 8. ADJOURNMENT The Housing Commission adjourned at 4:06 p.m. 9. PUBLIC NOTICES _________________________ Michelle Nance, Deputy Clerk I Recording Secretary _________________________ Jessica Gonzales, Housing Manager Secretary _________________________ DATE APPROVED BY HOUSING COMMISSION 8 Page 1 of 1 HOUSING COMMISSION CITY OF PALM DESERT STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Damian Olivares, Senior Administrative Assistant SUBJECT: HOME IMPROVEMENT PROGRAM ACTIVITY REPORTS FROM APRIL TO JULY 2024 RECOMMENDATION: Receive and file the Home Improvement Program Activity Reports from April to July 2024. FINANCIAL IMPACT: There is no financial impact with this request. ATTACHMENTS: 1. Home Improvement Activity Report for April 2024 2. Home Improvement Activity Report for May 2024 3. Home Improvement Activity Report for June 2024 4. Home Improvement Activity Report for July 2024 9 10 Month of:April 2024 Inquiries (call, email, walkin)1 Applications Provided 1 Applications Received 0 Eligible 0 Ineligible (does not meet program criteria)0 Referral to Energy Savings Assistance Program 0 Referral to Brush with Kindness 1 Home Improvement Program Activity Report 11 12 Month of:May 2024 Inquiries (call, email, walkin)2 Applications Provided 2 Applications Received 0 Eligible 0 Ineligible (does not meet program criteria)0 Referral to Energy Savings Assistance Program 0 Referral to Brush with Kindness 0 Home Improvement Program Activity Report 13 14 Month of:June 2024 Inquiries (call, email, walkin)1 Applications Provided 1 Applications Received 0 Eligible 0 Ineligible (does not meet program criteria)0 Referral to Energy Savings Assistance Program 0 Referral to Brush with Kindness 0 Home Improvement Program Activity Report 15 16 Month of:July 2024 Inquiries (call, email, walkin)5 Applications Provided 3 Applications Received 0 Eligible 0 Ineligible (does not meet program criteria)0 Referral to Energy Savings Assistance Program 0 Referral to Brush with Kindness 0 Home Improvement Program Activity Report 17 18 Page 1 of 3 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Neal Ennis, Project Manager SUBJECT: RATIFY CHANGE ORDER NO. 4 FOR THE ONE QUAIL PLACE PARKING LOT REHABILITATION PROJECT NO. CHA00003 (812-20) RECOMMENDATION: Ratify emergency action taken by the Housing Authority Board on July 11, 2024: 1. Approve Change Order No.4 in an amount not to exceed of $280,647 to Contract No. HA45140 with Jacobsson Engineering Construction, Inc. 2. Authorize the Executive Director or designee to execute Change Order No.4 of the agreement and any documents necessary to effectuate the actions taken herewith. BACKGROUND/ANALYSIS: On July 10, 2024, the Palm Desert Housing Commission meeting was canceled wherein the Commission was scheduled to hear and make a recommendation to the Palm Desert Housing Authority Board to approve and authorize Change Order No. 4 to the One Qua il Place Parking Lot Rehabilitation Project. On July 11, 2024, the matter of the Change Order was brought to the Housing Authority Board for approval as an emergency item. The Housing Authority approved the recommendation. The item is being presented bac k to the Housing Commission for ratification of the action taken by the Housing Authority. The Palm Desert Housing Authority manages a 384-unit affordable housing complex known as One Quail Place located at 72600 Fred Waring Drive, Palm Desert, California 92260. The parking lot at One Quail Place required major rehabilitation, including, but not limited to, the asphalt concrete and Portland cement concrete through the parking areas, carport replacement, and ADA deficiencies which led to the creation of the One Quail Parking lot Rehabilitation Project (CHA00003). The construction contract for this project was awarded to Jacobsson Engineering Construction Inc. for an amount not to exceed of $2,274,467.70 with a $454,893.54 contingency. The original bid package did not include the demolition and replacement of 15 carports which led to the request and approval of Change Order No.1 for $601,000.00. Since the value exceeded the approved contingency, Change Order No.1 added $60,100.00 to the contract contingency. Change Order No.2 addressed the failing drain piping and associated sink hole on the property that developed prior to the project starting and was completed for $47,097.00 and was covered through the contract contingency. 19 Housing Commission Palm Desert Housing Authority Page 2 of 3 During the project asphalt removal operations which was originally a 2” mill and overlay approach to remedy the failing asphalt surface of the drive aisle, it was discovered that the base surfacing of the asphalt was of poor quality and the mill and overlay needed to be increased to 4”. City Staff requested the approval of Change Order No.3 which incorporated full asphalt removal and additional asphalt placement at a cost of $370,629.90. Change Order No. 4 While the carport installations were ongoing, large foundations were discovered that were not anticipated, as large as 6’ wide x 6’ long x 6’ tall. This was not anticipated at bid time. The cost of the oversized foundations is included in th e original request. Additional larger equipment, trucking and labor were required. This was accomplished on Daily Extra Work Tickets and cost $85,958. to complete. The requirement for spike strips at the entry and exit gates was identified and relayed to the CIP department. The pricing for spike strip installation cost was $28,909. While implementing this project it was discovered that two failing carports were demolished and not accounted for. This project originally called for the installation of 15 carports, but 17 are required to account for 384 covered parking spaces. The cost for 2 additional 8 stall carports is $165,780. The current contingency balance of $97,266.64 is not sufficient to cover the cost of the additional carports, spike strips, and removal of large foundations. Staff requests the approval of Change Order No.4 in an amount not to exceed of $280,647.00 FINANCIAL IMPACT: Funds are available for this Change Order within the Housing Authority’s Capital Replacement Fund. There is no financial impact to the City’s General Fund. The funding breakdown of this project is as follows: Project Funding Source Description Total Project Cost Contingency Funds One Quail Place Parking Lot Rehabilitation (CHA00003) Housing Authority Capital Replacement Budget Contract HA45140 $2,274,467.70 $ 454,893.54 Change Order #1 $ 601,000.00 $ 60,100.00 Change Order #2 $ 47,097.00 ($ 47,097.00) Change Order #3 $ 370,629.90 ($ 370,629.90) Pending Change Order #4 $ 280,647.00 Additional Carports $165,780.00 Spike Strips $ 28,909.00 Oversized Footings $ 85,958.00 New Contract Amount: $3,573,841.60 $ 97,266.64 20 Housing Commission Palm Desert Housing Authority Page 3 of 3 ATTACHMENTS: 1. Large Footing Photo 2. Additional Work Ticket Example 3. Additional Work Ticket Summary 4. Spike Strip Quote 5. Carport Quote 6. Change Order No. 4 HA45140 One Quail Place 21 22 23 24 25 26 27 28 29 30 31 32 To:Contact:City Of Palm Desert Ryan Gayler One Quail Place - Spike Strips & Adjacent SignageProject Name:Bid Number:220663 Fax:Palm Desert, CA 92260 USA Address:73-510 Fred Waring Drive Phone:(760) 346-0611 Project Location:72600 Fred Waring Dr, Palm Desert, CA Bid Date:2/7/2024 Total PriceUnit PriceUnitItem DescriptionItem # Line #Estimated Quantity R&R Tire Spikes And Repair Tire Spike Signage $26,080.00$3,260.008.0001 EACHRemove And Replace Existing Tire Spikes With Tire Shark Model 3750 $2,829.00$943.003.0002 EACHPerform Repairs On Existing Tire Spike Signage $28,909.00Total Price for above R&R Tire Spikes And Repair Tire Spike Signage Items: $28,909.00Total Base Bid Price: Additonal Tire Spikes $9,640.00$2,410.004.0003 EACHInstall Additional Tire Spikes Per Manufacturer Recommendations $9,640.00Total Price for above Additonal Tire Spikes Items: ACCEPTED: The above prices, specifications and conditions are satisfactory and hereby accepted. Buyer: Signature: Date of Acceptance: CONFIRMED: Jacobsson Engineering Authorized Signature: Estimator: Page 1 of 12/15/2024 9:12:34 AM 33 34 35 36 September 2023 PALM DESERT HOUSING AUTHORITY CONTRACT CHANGE ORDER Contractor shall construct, furnish all supervision, labor, services, equipment and materials, and perform all work necessary or required to fully complete the changes to the Contract described in this Change Order for the amount agreed upon between the Contractor and the City of Palm Desert (“City”). Contract Time Extension Revised Contract Time Attachments 1. Justification Description of Changes Decrease In Contract Price Increase In Contract Price Spike Strips Net Change in Contract Price: Contract No / P.O. #: Change Order No.: Contingency: YES NO Account No.: Project No.: Vendor No.: Contract Name (“Contract”): Contractor Name (“Contractor”): Change Order Date: HA45140 P116369 4 8714195-4331100 CHA00003 V0002883 One Quail Place Parking Lot Rehabilitation Jacobsson Engineering Construction, Inc. July 11th 2024 2 EA additional 8 parking stall carports Oversize Footing Removal.$85,958.00 $28,909.00 $280,647.00 No additional days 90 days from commencement Cost proposal While the carport installations were ongoing, large foundations were discovered that were not anticipated, as large as 6’ wide x 6’ long x 6’ tall. This was not anticipated at bid time. The cost of the oversized foundations is included in this request, additional larger equipment, trucking and labor was required. This was accomplished on Daily Extra Work Tickets and cost $85,958.00 to complete. The requirement for spike strips at the entry and exit gates was identified and relayed to the Capital Projects Department. The pricing for spike strip installation was priced at $28,909.00. While implementing this project, it was discovered that two failing carports were demolished and not accounted for, and this project, which installed 15 carports, needs to install 17 carports to account for 384 covered parking spaces. The cost for 2 additional eight-stall carports is $165,780.00. This cost is included in the request for additional funding which totals $280,647.00. $165,780.00 37 Contract No. HA45140 Contract Change Order No. 4 . Continued from Front September 2023 In consideration of the change(s) described above, the Contract Price is adjusted as follows: The original Contract Price was Net change by previously authorized Change Orders The Contract Price prior to this Change Order was The Contract Price will be changed by this Change Order in the amount of The new Contract Price including this Change Order will be . . . . $ 2,274,467.70 $ 1,018,726.90 $_ 3,293,194.60 $__ 280,647.00 $_ 3 ,573,841.60 . The amount of the Contract will be increased by the sum of: Two-Hundred Eighty Thousand Six-Hundred Forty Seven dollars and 00/100 ($280,647.00) Contractor accepts the terms and conditions stated above as full and final settlement of any and all claims arising out of or related to the subject of this Change Order and acknowledges that the compensation (time and cost) set forth herein comprises the total compensation due for the work or change defined in the Change Order, including all impact on any unchanged work. Execution of this Change Order by the Contractor constitutes a binding accord and satisfaction that fully satisfies, waives, and releases the City from all claims, demands, costs, and liabilities, in contract, law or equity, arising out of or related to the subject of the Change Order, whether known or unknown, including but not limited to direct and indirect costs and/or damages for delay, disruption, acceleration, loss of productivity, and stacking of trades, as well as any and all consequential damages. The adjustments to the Contract Price and Contract Time in this Change Order constitute the entire compensation and/or adjustment thereto due to Contractor, including but not limited to all direct, indirect, consequential, profit, labor, equipment, tools, idle time, incidentals, and overhead (field and home office) costs, due to Contractor arising out of or related to the change in the Work covered by this Change Order. The Contractor hereby releases and agrees to waive all rights, without exception or reservation of any kind whatsoever, to file any further claim or request for equitable adjustment of any type, for any reasonably foreseeable cause that shall arise out of, or as a result of, this Change Order and/or its impact on the remainder of the work under the Contract. This Change Order will become a supplement to the Contract and all provisions will apply hereto. 1. REQUESTED BY:______________________ Department Director 2. ACCEPTED BY:______________________ Contractor 3. CERTIFIED FUNDS AVAILABLE: ______________________ Finance Director 4. APPROVED BY:______________________ Executive Director NOTE: No payments will be made prior to Executive Director and Housing Authority approval QC: . 38 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Celina Cabrera, Management Analyst SUBJECT: RECEIVE AND FILE 2024 PALM DESERT HOUSING AUTHORITY INCOME LIMITS RECOMMENDATION: Receive and file 2024 PDHA income limits. BACKGROUND/ANALYSIS: Each year the U.S. Department of Housing and Urban Development (“HUD”) and California Department of Housing and Community Development (“HCD”) publishes area median income (“AMI”) limits for each county. It is the policy of Palm Desert Housing Authority to also annually update the established AMI limits for Riverside County based on those published by HCD, for purposes of determining program eligibility for qualifying households. Income limits are set based on the number of people in a household. AMI is broken down into several income category levels and are described in the table below. A comparison is also offered to demonstrate the percent increase in AMI for Riverside County for 2024 compared to 2023 for a 4-person household as published by HCD. Income Category Levels 2023 AMI (4-person household) 2024 AMI (4-person household) Comparative % Increase (2023 v. 2024) Extremely Low - Under 30% AMI $ 30,000 $ 31,200 4% Very Low – 31-50% AMI $ 46,600 $ 51,250 9.97% Low – 51-80% AMI $ 74,550 $ 82,000 9.99% Median – 81-100% AMI $ 94,500 $ 97,500 3.17% Moderate – 101-120% AMI $ 113,400 $117,000 3.17% FINANCIAL IMPACT: There is no financial impact for the receive file of this report. ATTACHMENTS: 1. Official Income Limits for 2024- Palm Desert, Riverside County 39 40 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Celina Cabrera, Management Analyst SUBJECT: RECEIVE AND FILE 2024 PALM DESERT HOUSING AUTHORITY INCOME LIMITS RECOMMENDATION: Receive and file 2024 PDHA income limits. BACKGROUND/ANALYSIS: Each year the U.S. Department of Housing and Urban Development (“HUD”) and California Department of Housing and Community Development (“HCD”) publishes area median income (“AMI”) limits for each county. It is the policy of Palm Desert Housing Authority to also annually update the established AMI limits for Riverside County based on those published by HCD, for purposes of determining program eligibility for qualifying households. Income limits are set based on the number of people in a household. AMI is broken down into several income category levels and are described in the table below. A comparison is also offered to demonstrate the percent increase in AMI for Riverside County for 2024 compared to 2023 for a 4-person household as published by HCD. Income Category Levels 2023 AMI (4-person household) 2024 AMI (4-person household) Comparative % Increase (2023 v. 2024) Extremely Low - Under 30% AMI $ 30,000 $ 31,200 4% Very Low – 31-50% AMI $ 46,600 $ 51,250 9.97% Low – 51-80% AMI $ 74,550 $ 82,000 9.99% Median – 81-100% AMI $ 94,500 $ 97,500 3.17% Moderate – 101-120% AMI $ 113,400 $117,000 3.17% FINANCIAL IMPACT: There is no financial impact for the receive file of this report. ATTACHMENTS: 1. Official Income Limits for 2024- Palm Desert, Riverside County 41 42 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Celina Cabrera, Management Analyst SUBJECT: RATIFY TKE ENGINEERING, INC., FOR ON-CALL CONSTRUCTION MANAGEMENT SERVICES FOR THE HOUSING AUTHORITY PROPERTIES RECOMMENDATION: Recommend to the Palm Desert Housing Authority Board to: 1. Ratify the award of contract to TKE Engineering, Inc., as an additional consultant to the On- Call Construction Management Services contract in a shared aggregate amount with the City in an amount not to exceed $11,739,394. 2. Authorize the City to administer the contract on behalf of the Housing Authority and authorize the City Manager to execute contract and subsequent task orders. 3. Direct the City Attorney, Director of Finance, and Director of Capital Projects to review annual expenditures and performance of the vendors under said contract. BACKGROUND/ANALYSIS: On February 16, 2023, the City Council approved a 5-year multiple vendor contract for On-Call Construction Management Services, and other related services as needed, in a cumulative amount not to exceed $11,739,394 with Anser Advisory Management LLC., and MARRS Services, Inc. On March 23, 2023, MAAS Companies, Inc., was added. The Housing Authority ratified the use of these vendors for the Housing Authority properties on July 13, 2023. On April 25, 2024, the City Council approved TKE Engineering, Inc. (“TKE”), as an additional vendor for said agreement to support the planned projects in the 5-year CIP efficiently and effectively. TKE is an engineering service with services that include civil engineering, traffic engineering, roadway design, survey, and inspections. This request would ratify that action for the properties of the Housing Authority to use. FINANCIAL IMPACT: There is no additional fiscal impact because of this recommendation for approval. Task orders issued under this Construction Management Services contract will be paid fro m the Housing Authority Capital Replacement Fund. There is no financial impact on the City’s General Fund. 43 44 Page 1 of 2 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Celina Cabrera, Management Analyst SUBJECT: REJECT ALL PROPOSALS SUBMITTED FOR COURTESY PATROL SERVICES AT HOUSING AUTHORITY PROPERTIES RECOMMENDATION: Recommend to the Palm Desert Housing Authority Board to: 1. Reject all proposals submitted for Courtesy Patrol Services at Palm Desert Housing Authority owned properties. 2. Authorize staff’s request to solicit proposals for camera system installation with off-site monitoring. BACKGROUND/ANALYSIS: The Palm Desert Housing Authority currently has a Courtesy Patrol Services Agreement with Southwest Protective Service, Inc., for annual cost of $135,000. The agreement expires on September 24, 2024. Staff released a request for proposal for Courtesy Patrol Services on March 12, 2024, on the City of Palm Desert’s online bid management provider, OpenGov. Responses wer e due on April 12, 2024, and three proposals were received. Proposer Annual Amount General Security Service, Inc. $839,192.80 Securitas Security Services USA, Inc. $396,789.00 Alltech Industries, Inc. $147,101.76 Following an initial review of proposals by staff, two of the proposals were three times the current annual contract amount making them unfeasible, and the third proposal did not demonstrate the ability to fulfill the needs of the Housing Authority propert ies. Southwest Protective Service, the current provider, did not submit a proposal and has expressed that the security industry is experiencing difficulties securing required insurance when working with housing authorities. Consequently, staff is recommending all proposals be rejected. The Housing Authority’s property management company, Falkenberg Gilliam & Associates (“FGA”) have communicated that they have experienced successes with the transition from onsite courtesy patrol services to surveillance cameras with live-offsite monitoring at other properties they manage in San Diego and Los Angeles Counties. Staff have briefly explored the subject and are requesting approval to continue pursuing the options for a surveillance camera 45 Housing Commission Palm Desert Housing Authority Reject Courtesy Patrol Services Proposals Page 2 of 2 system and monitoring services at the Housing Authority properties, including solicitation of proposals. FINANCIAL IMPACT: There is no direct fiscal impact related to this action. 46 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Celina Cabrera, Management Analyst SUBJECT: ADOPT RESOLUTIONS AMENDING AND RESTATING THE BYLAWS FOR THE PALM DESERT HOUSING AUTHORITY AND PALM DESERT HOUSING COMMISSION RECOMMENDATION: Recommend to the Palm Desert Housing Authority Board to: 1. Waive further reading and adopt Resolution No. HA -____, amending and restating the bylaws for the Palm Desert Housing Authority. 2. Waive further reading and adopt Resolution No. HA -_____, amending and restating the bylaws for the Palm Desert Housing Commission. BACKGROUND/ANALYSIS: The Palm Desert Housing Authority (“Authority”) bylaws, amended by Resolution No. HA-46, and the Palm Desert Housing Commission (“Commission”) bylaws, as amended by Resolution No. HA-106, outline the titles of the officers of the Authority and Commission respectively. Both the Authority and Commission bylaws currently state officer titles to be “Chairman” and “Vice- Chairman”. The presented Resolutions will clarify terminology of officer titles to read “Chairperson”, and “Vice-Chairperson”. FINANCIAL IMPACT: There is no fiscal impact with this recommendation. ATTACHMENTS: 1. Resolution HA-______, including Exhibit A, Amended and Restated Bylaws of the Palm Desert Housing Authority. 2. Resolution HA-______, including Exhibit A, Amended and Restated Bylaws of the Palm Desert Housing Commission. 47 48 RESOLUTION NO. HA-____ A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING AND RESTATING THE BYLAWS OF THE PALM DESERT HOUSING AUTHORITY WHEREAS, The Palm Desert Housing Authority ("Authority") was established under the Housing Authorities Law (the "Law"), being Chapter 1 of Part 2 of Division 24 of the California Health and Safety Code, to ensure safe, sanitary dwelling units available at rents which persons of low income can afford while not being overcrowded; and WHEREAS, Section 34311 of the Law authorizes the Palm Desert Housing Authority Board (the “Authority Board”) to make, amend, and repeal by -laws and regulations to carry into effect the powers and purposes of the Authority; and WHEREAS, by its Resolution No. HA-1, adopted January 22, 1998, the Authority Board approved the Bylaws of the Palm Desert Housing Authority; and WHERAS, on September 11, 2024, the Palm Desert Housing Commission recommended that the Authority approve the Amended and Restated Bylaws of the Palm Desert Housing Authority (the "Amended and Restated Bylaws"), which replaces the title of “Chairman” with “Chairperson,” and “Vice-Chairman” with “Vice-Chairperson”; and WHEREAS, the Authority Board now desires to approve Amended and Restated Bylaws, attached hereto as Exhibit A. NOW, THEREFORE, BE IT RESOLVED by the Palm Desert Housing Authority of the City of Palm Desert, California, as follows: SECTION 1. The Amended and Restated Bylaws are hereby amended to read as provided in the Amended and Restated Bylaws of the Palm Desert Housing Authority, attached hereto as Exhibit A. ADOPTED ON ________________. KARINA QUINTANILLA CHAIRPERSON ATTEST: ANTHONY J. MEJIA SECRETARY 49 Resolution No. HA-____ Page 2 I, Anthony J. Mejia, Secretary of the Palm Desert Housing Authority, hereby certify that Resolution No. HA-______ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on ______________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA SECRETARY 50 Resolution No. HA-____ Page 3 EXHIBIT A AMENDED AND RESTATED BYLAWS OF THE PALM DESERT HOUSING AUTHORITY ARTICLE 1 - THE AUTHORITY Section 1. Name of Authority. The name of the Authority shall be the “Palm Desert Housing Authority.” Section 2. Seal of Authority. The Authority may have a seal. The seal of the Authority shall be in the form of a circle and shall bear the name of the Authority and the year of its organization. Section 3. Office of Authority. The office of the Authority shall be at the offices of the City of Palm Desert. Section 4. Governing Body. The members of the City Council of the City of Palm Desert shall constitute the governing body of the Authority, which governing body shall be known as the Authority Commission and/or Authority Board. ARTICLE 2 - OFFICERS Section 1. Officers. The officers of the Authority shall be a Chairperson, a Vice-Chairperson, a Secretary, a Treasurer and an Executive Director. Subject to other direction of the Authority Board by resolution or minute order, an officer shall sign all contracts, deeds and other instruments made by the Authority. Section 2. Chairperson. The Chairperson shall be the member of the City Council who is the then current Mayor of the City of Palm Desert. The Chairperson shall preside at all meetings of the Authority. Section 3. Vice-Chairperson. The Vice-Chairperson shall be the member of the City Council who is the then current Mayor Pro Tempore or Vice Mayor of the City of Palm Desert. The Vice-Chairperson shall perform the duties of the Chairperson in the absence or incapacity of the Chairperson. Section 4. Secretary. The Secretary shall be the then current City Clerk of the City of Palm Desert. The Secretary shall keep the records of the Authority, shall act as Secretary of the meetings of the Authority Board and record all votes, and shall keep a record of the proceedings of the Authority in the form of minutes to be kept for such purpose, and shall perform all duties incident to the office of Secretary. The Secretary shall keep in safe custody the seal of the Authority and shall have power to affix such seal as required to all contracts and instruments authorized to be executed by the Authority Board. The Secretary may attest to signatures of other officers of the Authority. 51 Resolution No. HA-____ Page 4 Section 5. Treasurer. The Treasurer shall be the then current Treasurer of the City of Palm Desert. The Treasurer shall keep regular books of accounts showing receipts and expenditures and shall render to the Authority Board, as requested, an account of the transactions of the Authority and shall perform any other duties that are designated from time to time by the Authority. The Treasurer, or in the absence of the Treasurer, a person appointed by the Treasurer or the Authority Board, shall have the care and custody of all funds of the Authority. The Treasurer may enter into agreements on behalf of the Authority with any financial institution authorized to accept deposits of public funds, providing for the transfer of funds between accounts maintained therein by the Authority upon request by telephone. Such agreements may also provide for the investment upon request by telephone of funds maintained in such accounts, in property or securities in which public agencies may legally invest money subject to their control. Such agreements shall designate the accounts maintained by the Authority which are subject thereto, and the persons who may, from time to time, make such transfers and direct such investments by telephone request. Section 6. Executive Director. As provided by City Council Resolution No. 2012- 63, on September 13, 2012, the City Manager was appointed as the Executive Director of the Housing Authority. The Executive Director shall conduct day-to-day administration of the Authority’s business and affairs, subject to the direction of the Authority Board. Notwithstanding the provisions of Section 8 hereof, the Executive Director may appoint a deputy to perform such duties of the Exe cutive Director as may be delegated to such deputy from time to time by the Executive Director. Notice of such appointment shall be given in writing to the Secretary and shall be effective as of the date of such notice. Section 7. Additional Duties. The officers of the Authority shall perform such other duties and functions as may from time to time be required by the Authority or these Bylaws or by resolution or minute order of the Authority Board. Any officer of the Authority may sign, with the countersignature of one other officer, deputy officer or member of the Authority, all orders and checks for the payment of money under the direction of the Authority. Section 8. Additional Personnel. The Authority Board may from time to time appoint deputy officers to perform the duties of officers and employ such other personnel as it deems necessary to exercise its powers, duties and functions. The selection and compensation of such officers and other personnel shall be determined by the Authority Board. ARTICLE 3 - MEETINGS Section 1. Regular Meetings. Regular meetings shall be held on the day or days and at the time and place of regular meetings of the City Council of the City of Palm Desert provided there is business to conduct. Section 2. Applicability of Ralph M. Brown Act. Meetings of the Authority shall be held, notice given and the business of the Authority conducted, all as provided in the 52 Resolution No. HA-____ Page 5 Ralph M. Brown Act, being California Government Code Section 54950, et seq. Section 3. Quorum. Three members of the Authority Board shall constitute a quorum for the purpose of conducting its business and exercising its powers and for all other purposes, but a smaller number may adjourn from time to time until a quorum is obtained. Action may be taken by the Authority Board upon a vote of a majority of a quorum, unless a higher vote is required by these Bylaws, a resolution of the Authority Board or applicable provisions of California law. Section 4. Manner of voting. The manner of voting on resolutions and on other matters shall be as prescribed by the Chairperson. Section 5. Payment of Money. All orders for the payment of money require the votes of at least three members of the Authority Board. ARTICLE 4 - AMENDMENTS Section 1. Amendments to Bylaws. The Bylaws of the Authority may be amended by resolution of the Authority. 53 54 RESOLUTION NO. HA-____ A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING AND RESTATING THE BYLAWS OF THE PALM DESERT HOUSING COMMISSION WHEREAS, The Palm Desert Housing Authority ("Authority") was established under the Housing Authorities Law (the "Law"), being Chapter 1 of Part 2 of Division 24 of the California Health and Safety Code, to ensure safe, sanitary dwelling units available at rents which persons of low income can afford while not being overcrowded; and WHEREAS, Section 34291 of the Law authorizes the City Council of the City of Palm Desert (the "City Council") to create a housing commission by ordinance ; and WHEREAS, Section 34292 of the Law provides that the function of the Housing Commission is to review and make recommendations on all matters to come before the Authority prior to Authority action, except emergency matters and matters which the commission, by resolution, excludes from its review; and WHEREAS, on January 8, 1998, the City Council adopted Ordinance No. 861 thereby creating the Palm Desert Housing Commission (the "Commission"); and WHEREAS, Section 9 of Ordinance No. 861 defines the duties of the Commission to review and make recommendations on all matters to come before the Authority except emergency matters and matters which the Commission, by resolution, excludes from the Commission's review; and WHEREAS, on June 22, 2000, the Authority adopted its Resolution HA -13 to establish the Bylaws of the Commission. WHEREAS, on September 11, 2024, the Commission recommended that the Authority approve the Amended and Restated Bylaws of the Housing Commission, which replaces the title of “Chairman” with “Chairperson,” and “Vice -Chairman” with “Vice- Chairperson”; and WHEREAS, the Authority now desires to approve Amended and Restated Bylaws of the Housing Commission, attached hereto as Exhibit A (the "Amended and Restated Bylaws"). NOW, THEREFORE, BE IT RESOLVED by the Palm Desert Housing Authority of the City of Palm Desert, California, as follows: SECTION 1. The Amended and Restated Bylaws are hereby amended to read as provided in the Amended and Restated Bylaws of the Palm Desert Housing Commission, attached hereto as Exhibit A. 55 Resolution No. HA-____ Page 2 ADOPTED ON ________________. KARINA QUINTANILLA CHAIRPERSON ATTEST: ANTHONY J. MEJIA SECRETARY I, Anthony J. Mejia, Secretary of the Palm Desert Housing Authority, hereby certify that Resolution No. HA-____ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on __________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA SECRETARY 56 Resolution No. HA-____ Page 3 EXHIBIT A AMENDED AND RESTATED BYLAWS OF THE PALM DESERT HOUSING COMMISSION ARTICLE I - THE HOUSING COMMISSION Section 1. Name of Commission. The name of the Housing Commission shall be the "Palm Desert Housing Commission". Section 2. Office of Commission. The office of the Housing Commission shall be at the offices of the City of Palm Desert. Section 3. Governing Body. The members of the Housing Commission shall be appointed by the City Council of the City of Palm Desert and shall constitute the governing body of the Housing Commission, and each member shall be known as a Housing Commissioner. ARTICLE II- OFFICERS Section 1. Officers. The officers of the Housing Commission shall be a Chairperson, a Vice-Chairperson, a Secretary and an Executive Director. Section 2. Chairperson. The Chairperson shall be the member of the Housing Commission elected by vote of the Housing Commission to hold the office of Chairperson. The Chairperson shall preside at all meetings of the Housing Commission. Section 3. Vice-Chairperson. The Vice-Chairperson shall be the member of the Housing Commission elected by vote of the Housing Commissioners to hold the office of Vice-Chairperson. The Vice-Chairperson shall perform the duties of Chairperson in the absence of the Chairperson. Section 4. Secretary. The Secretary shall be the City Clerk of the City of Palm Desert or the City Clerk's designee. The Secretary shall keep the records of the Housing Commission, shall act as Secretary of the meetings of the Housing Commissioners and record all votes, shall keep a record of the proceedings of the Housing Commission in the form of minutes to be kept for such purpose, and shall perform all duties incident to the office of Secretary. The Secretary may attest to signatures of other officers of the Housing Commission. Section 5. Executive Director. The Executive Director shall be the then current Executive Director of the Palm Desert Housing Authority. The Executive Director shall conduct day-to-day administration of the business and affairs of the Housing Commission, subject to the direction of the Housing Commission. The 57 Resolution No. HA-____ Page 4 Executive Director may appoint a deputy to perform such duties of the Executive Director as may be delegated to such deputy from time to time by the Executive Director. Notice of such appointment shall be given in writing to the Secretary and shall be effective as of the date of such notice. ARTICLE III - MEETINGS Section 1. Regular Meetings. Regular meetings shall be held on the first Wednesday of each month at 3:30 p.m. at the offices of the City of Palm Desert. The Executive Director and the Chairperson, may determine that the Housing Commission does not have any business to conduct at a regular meeting and cancel such regular meeting. In no event shall the Chairperson cancel more than two consecutive regular meetings without prior approval of the Commission. Adjournment of a regular meeting for lack of a quorum shall not constitute a cancellation by the Chairperson for the purposes of the previous sentence. Section 2. Applicability of Ralph M. Brown Act. Meetings of the Housing Commissioners shall be held, notice given and the business of the Housing Commission conducted, all as provided in the Ralph M. Brown Act, being California Government Code Section 54550, et seq. Section 3. Quorum. Four members of the Housing Commission shall constitute a quorum for the purpose of conducting its business and exercising its powers and for all other purposes, but a smaller number may adjourn from time to time until a quorum is obtained. Action may be taken by the Housing Commission upon a vote of a majority of a quorum, unless a higher vote is required by these Bylaws, a resolution of the Housing Commissioners or applicable provisions of California law. Section 4. Manner of Voting. The manner of voting on resolutions and on other matters shall be as prescribed by the Chairperson. ARTICLE IV - AMENDMENTS Section 1. Amendments to Bylaws. The Bylaws of the Housing Commission may be amended by a resolution of the Housing Authority and by a resolution of the Housing Commission. 58 Page 1 of 1 HOUSING COMMISSION CITY OF PALM DESERT STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: MICHELLE NANCE, DEPUTY CLERK II SUBJECT: HOMELESSNESS TASKFORCE LIAISON FOR FISCAL YEAR 2024-2025 RECOMMENDATION: Appoint a Housing Commission liaison to the Homelessness Taskforce for Fiscal Year 2024/25. BACKGROUND/ANALYSIS: Palm Desert Municipal Code (PDMC) Section 2.70 establishes the Homelessness Taskforce to address homelessness issues within the city. This Taskforce is tasked with developing strategies and recommendations to effectively manage and mitigate homelessness in Palm Desert. It plays a crucial role in shaping policies and strategies to address homelessness. The expertise and insights provided by a Housing Commission member will be invaluable in ensuring that housing solutions and related matters are adequately represented. As stipulated in PDMC Section 2.70.030, the Taskforce is composed of various community members and liaisons from the Public Safety Committee and Housing Commission. The Housing Commission is required to appoint the Chairperson, or designee, as a Taskforce liaison to ensure that housing-related perspectives are integrated into the Taskforce’s deliberations. The liaison will attend Homelessness Taskforce meetings for the duration of the term ending June 30, 2025. FINANCIAL IMPACT: There is no direct financial impact associated with this action. 59 60 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Damian Olivares, Senior Administrative Assistant SUBJECT: FGA MONTHLY REPORTS FOR APRIL 2024 RECOMMENDATION: Receive and file Palm Desert Housing Authority property reports from Falkenberg/Gilliam & Associates for the month of April 2024. FINANCIAL IMPACT: There is no direct fiscal impact related to this action. ATTACHMENTS: 1. Occupancy Status Report 2. Occupancy and Average Rent Summary 3. Occupancy and Average Rent Statement 4. Net Operating Income Statement 5. Palm Desert Housing Authority Project Report 61 62 MONTHLY OCCUPANCY STATUS REPORT PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT REPORTING MONTH: April-24 REPORT DATE: 5/25/24 "MULTI-FAMILY PROPERTIES"May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 California Villas a.Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 b.Unoccupied Units 4 5 4 3 1 3 4 6 2 1 3 5 c.Occupied Units 137 136 137 138 140 138 137 135 139 140 136 136 d.Pending Leases 4 5 3 3 3 6 5 3 2 1 2 5 e.Ending Occupied & Pre-leased 141 141 140 141 143 144 142 140 141 141 138 141 f.Down Units 1 1 1 1 1 1 1 1 0 0 0 0 g.Number of Wait List Contactees 30 25 200 130 100 120 130 130 10 20 40 30 h.Re-Cert Pkts Sent Out During Month 8 12 5 13 13 13 13 12 6 13 13 14 i.Number of Traffic Qualified 15 25 10 15 25 30 10 15 12 25 30 20 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 4 4 5 3 3 3 3 3 2 2 2 4 c.Occupied Units 60 60 59 61 61 61 61 61 62 61 62 60 d.Pending Leases 1 3 2 1 1 1 0 1 0 1 1 2 e.Ending Occupied & Pre-leased 61 63 61 62 62 62 61 62 62 62 63 62 f.Down Units 1 1 1 1 1 1 1 1 1 1 1 1 g.Number of Wait List Contactees 46 64 72 70 46 42 62 65 79 51 53 58 h.Re-Cert Pkts Sent Out During Month 4 6 2 9 2 7 4 3 4 5 5 2 i.Number of Traffic Qualified 21 17 9 44 9 8 6 11 22 24 17 22 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 2 2 2 3 3 5 5 5 2 2 3 2 c.Occupied Units 46 46 46 45 45 43 43 43 46 46 46 46 d.Pending Leases 1 2 2 2 1 3 4 5 1 2 1 1 e.Ending Occupied & Pre-leased 47 48 48 47 46 46 47 47 47 48 47 47 f.Down Units 1 0 0 0 0 0 0 0 0 0 0 0 g.Number of Wait List Contactees 25 20 30 40 35 40 45 20 30 25 30 35 h.Re-Cert Pkts Sent Out During Month 3 5 1 2 5 5 2 5 4 4 1 3 i.Number of Traffic Qualified 30 35 40 35 30 25 30 25 35 40 30 30 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 1 1 0 0 0 0 0 0 1 2 0 0 c.Occupied Units 23 23 24 24 24 24 24 24 23 22 24 24 d.Pending Leases 0 0 0 0 0 0 0 0 0 2 0 0 e.Ending Occupied & Pre-leased 23 23 24 24 24 24 24 23 23 24 24 24 f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g.Number of Wait List Contactees 33 22 0 0 0 0 0 0 54 26 0 0 h.Re-Cert Pkts Sent Out During Month 2 2 2 1 1 0 3 1 1 2 1 3 i.Number of Traffic Qualified 16 14 6 10 6 7 8 5 11 8 11 16 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 9 10 11 10 17 17 17 16 16 17 16 9 c.Occupied Units 375 374 373 374 367 367 367 368 368 367 368 375 d.Pending Leases 7 5 12 13 12 9 9 11 9 6 9 2 e.Ending Occupied & Pre-leased 382 379 385 387 379 376 376 375 377 373 377 377 f.Down Units 3 3 3 2 7 8 9 9 8 0 0 8 g.Number of Wait List Contactees 149 101 238 128 157 119 125 69 81 180 210 198 h.Re-Cert Pkts Sent Out During Month 31 28 26 20 23 32 21 26 30 34 23 28 i.Number of Traffic Qualified 46 23 126 32 47 50 78 63 44 92 57 91 j.Number of Traffic Non-Qualified 4 8 6 14 8 15 2 1 5 2 4 9 4/01/24 Page 1 of 2 MOS Multi-Family 4.24 63 MONTHLY OCCUPANCY STATUS REPORT "MULTI-FAMILY PROPERTIES"May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 Palm Village a.Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 b.Unoccupied Units 1 1 1 2 1 0 1 1 1 0 0 1 c.Occupied Units 35 35 35 34 35 36 35 35 35 36 36 35 d.Pending Leases 0 1 0 2 1 0 0 0 1 0 0 0 e.Ending Occupied & Pre-leased 35 36 35 36 36 36 35 36 36 36 36 35 f.Down Units 1 0 0 0 0 0 0 0 0 0 0 0 g.Number of Wait List Contactees 20 25 20 20 25 10 0 0 20 25 10 25 h.Re-Cert Pkts Sent Out During Month 4 2 2 3 4 2 3 2 2 2 2 1 i.Number of Traffic Qualified 10 25 20 25 20 15 10 15 10 15 15 15 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 1 2 3 2 1 2 2 2 2 2 2 1 c.Occupied Units 19 18 17 18 19 18 18 18 18 18 18 19 d.Pending Leases 2 2 3 2 1 1 1 1 1 2 0 0 e.Ending Occupied & Pre-leased 21 20 20 20 20 19 19 19 19 20 18 19 f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g.Number of Wait List Contactees 15 25 20 20 25 30 20 20 20 25 20 25 h.Re-Cert Pkts Sent Out During Month 0 0 2 3 0 2 1 1 0 2 0 3 i.Number of Traffic Qualified 10 8 5 25 20 25 20 20 10 10 10 15 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 1 2 1 1 1 1 2 2 1 2 2 2 c.Occupied Units 15 14 15 15 15 15 14 14 15 14 14 14 d.Pending Leases 0 0 0 1 0 0 1 1 0 0 1 0 e.Ending Occupied & Pre-leased 15 14 15 16 15 15 15 15 15 14 15 14 f.Down Units 0 0 0 0 0 1 1 1 1 0 0 0 g.Number of Wait List Contactees 0 48 0 0 0 39 0 0 0 0 0 0 h.Re-Cert Pkts Sent Out During Month 2 0 1 1 1 0 1 1 3 1 0 2 i.Number of Traffic Qualified 14 11 6 6 4 9 4 5 6 8 8 11 j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 a.Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 b.Unoccupied Units 23 27 27 24 27 31 34 35 27 28 28 24 c.Occupied Units 710 706 706 709 706 702 699 698 706 704 704 675 d.Pending Leases 15 18 22 24 19 20 20 22 14 14 14 10 e.Ending Occupied & Pre-leased 725 724 728 733 725 722 719 717 720 718 718 719 f.Down Units 7 5 5 4 9 11 12 12 10 1 1 9 g.Number of Wait List Contactees 318 330 580 408 388 400 382 304 294 352 363 371 h.Re-Cert Pkts Sent Out During Month 54 55 41 52 49 61 48 51 50 63 45 56 i.Number of Traffic Qualified 162 158 222 192 161 169 166 159 150 222 178 220 j.Number of Traffic Non-Qualified 4 8 6 14 8 15 2 1 5 2 4 9 4/01/24 Page 2 of 2 MOS Multi-Family 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 64 MONTHLY OCCUPANCY STATUS REPORT REPORTING MONTH: April-24 REPORT DATE: 5/25/24 "SENIOR PROPERTIES"May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 Candlewood a.Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 b.Unoccupied Units 2 2 2 2 2 2 2 2 3 4 4 3 c.Occupied Units 28 28 28 28 28 28 28 28 27 26 26 26 d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 1 e.Ending Occupied & Pre-leased 28 28 28 28 28 28 28 27 27 26 26 27 f.Down Units 2 2 2 2 2 2 2 2 2 0 0 1 g.Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 h.Re-Cert Pkts Sent Out During Month 3 1 4 3 3 6 2 2 3 0 3 2 i.Number of Traffic Qualified 0 0 2 0 0 2 0 0 0 0 0 0 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 2 1 0 1 1 1 0 0 1 2 2 2 c.Occupied Units 71 72 73 72 72 72 73 73 72 71 71 71 d.Pending Leases 2 1 0 0 1 1 0 0 0 0 1 1 e.Ending Occupied & Pre-leased 73 73 73 72 73 73 73 73 72 71 72 72 f.Down Units 0 0 0 0 0 0 0 0 1 0 0 0 g.Number of Wait List Contactees 91 88 49 44 54 33 30 30 28 40 16 16 h.Re-Cert Pkts Sent Out During Month 7 10 2 6 3 3 3 3 9 9 7 6 i.Number of Traffic Qualified 7 3 0 3 4 5 3 3 1 2 3 2 j.Number of Traffic Non-Qualified 0 2 1 1 2 1 2 2 0 2 0 0 Catalina Gardens a.Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 b.Unoccupied Units 3 3 3 4 4 4 5 5 6 5 5 4 c.Occupied Units 69 69 69 68 68 68 67 67 66 67 67 68 d.Pending Leases 1 0 1 1 2 2 3 3 2 0 1 0 e.Ending Occupied & Pre-leased 70 69 70 69 70 70 70 70 68 67 68 68 f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g.Number of Wait List Contactees 20 10 12 26 27 61 34 200 95 72 86 96 h.Re-Cert Pkts Sent Out During Month 1 7 5 10 10 5 7 7 4 3 3 6 i.Number of Traffic Qualified 4 3 3 5 3 3 1 12 2 3 3 4 j.Number of Traffic Non-Qualified 0 0 1 1 2 0 2 2 6 4 4 2 La Rocca Villas a.Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 b.Unoccupied Units 1 0 0 0 1 1 2 2 2 0 0 0 c.Occupied Units 26 27 27 27 26 26 25 25 25 27 27 26 d.Pending Leases 0 0 0 0 0 0 1 1 2 0 0 0 e.Ending Occupied & Pre-leased 26 27 27 27 26 26 26 25 27 27 27 26 f.Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g.Number of Wait List Contactees 38 0 0 0 0 68 47 62 0 0 0 0 h.Re-Cert Pkts Sent Out During Month 1 3 1 2 0 3 2 1 1 1 4 3 i.Number of Traffic Qualified 13 18 13 22 18 7 8 0 4 6 7 2 j.Number of Traffic Non-Qualified 0 0 3 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 b.Unoccupied Units 5 7 6 8 7 5 5 6 4 4 0 0 c.Occupied Units 145 143 144 142 143 145 145 144 146 146 150 150 d.Pending Leases 2 1 2 4 6 4 2 3 2 0 0 0 e.Ending Occupied & Pre-leased 147 144 146 146 149 149 147 146 148 146 150 150 f.Down Units 4 3 3 3 2 0 2 2 2 0 0 0 g.Number of Wait List Contactees 63 54 149 191 108 89 93 84 98 68 35 0 h.Re-Cert Pkts Sent Out During Month 14 18 14 10 10 10 11 7 11 5 5 8 i.Number of Traffic Qualified 32 41 38 37 34 42 36 5 36 46 51 49 j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 4/01/2024 Page 1 of 2 MOS Senior 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 65 MONTHLY OCCUPANCY STATUS REPORT "SENIOR PROPERTIES"May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 Pueblos a.Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 b.Unoccupied Units 0 0 0 0 0 0 0 0 0 1 1 0 c.Occupied Units 15 15 15 15 15 15 15 15 15 14 14 15 d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 e.Ending Occupied & Pre-leased 15 15 15 15 15 15 15 15 15 14 14 15 f.Down Units 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 0 0 0 0 h.Re-Cert Pkts Sent Out During Month 1 1 3 1 1 3 3 0 0 0 0 0 i.Number of Traffic Qualified 0 0 2 0 0 0 0 0 0 0 0 0 j.Number of Traffic Non-Qualified 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 b.Unoccupied Units 0 0 0 0 0 0 0 0 0 1 1 0 c.Occupied Units 14 14 14 14 14 14 14 14 14 13 13 13 d.Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 e.Ending Occupied & Pre-leased 14 14 14 14 14 14 14 14 14 13 13 13 f.Down Units 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 0 0 0 0 h.Re-Cert Pkts Sent Out During Month 2 1 2 2 2 2 2 2 0 0 0 2 i.Number of Traffic Qualified 0 0 2 0 0 0 0 0 0 0 0 0 j.Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY SENIOR PROPERTIES May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 a.Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 b.Unoccupied Units 13 13 11 15 15 13 14 15 16 17 13 9 c.Occupied Units 368 368 370 366 366 368 367 366 365 364 368 369 d.Pending Leases 5 2 3 5 9 7 6 7 6 0 2 2 e.Ending Occupied & Pre-leased 373 370 373 371 375 375 373 370 371 364 370 371 f.Down Units 6 5 5 5 4 2 4 4 5 0 0 1 g.Number of Wait List Contactees 212 152 210 261 189 251 204 376 221 180 137 112 h.Re-Cert Pkts Sent Out During Month 29 41 31 34 29 32 30 22 28 18 22 27 i.Number of Traffic Qualified 56 65 60 67 59 59 48 20 43 57 64 57 j.Number of Traffic Non-Qualified 0 2 5 2 4 1 4 4 6 6 4 2 4/01/2024 Page 2 of 2 MOS Senior 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 66 MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY PALM DESERT HOUSING AUTHORITY APRIL 2024 AMI % Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent 20%13,230 276 15,120 315 17,010 354 18,900 394 25%16,538 345 18,900 394 21,263 443 23,625 492 30%19,600 408 22,400 467 25,200 525 30,000 625 35%23,153 482 26,460 551 29,768 620 33,075 689 40%26,460 551 30,240 630 34,020 709 37,800 788 45%29,768 620 34,020 709 38,273 797 42,525 886 50%32,650 680 37,300 777 41,950 874 46,600 971 55%36,383 758 41,580 866 46,778 975 51,975 1,083 60%39,690 827 45,360 945 51,030 1,063 56,700 1,181 65%42,998 1,075 49,140 1,229 55,283 1,382 61,425 1,536 70%46,305 1,158 52,920 1,323 59,535 1,488 66,150 1,654 75%49,613 1,240 56,700 1,418 63,788 1,595 70,875 1,772 80%52,200 1,305 59,650 1,491 67,100 1,678 74,550 1,864 85%56,228 1,406 64,260 1,607 72,293 1,807 80,325 2,008 90%59,535 1,488 68,040 1,701 76,545 1,914 85,050 2,126 95%62,843 1,571 71,820 1,796 80,798 2,020 89,775 2,244 100%66,150 1,654 75,600 1,890 85,050 2,126 94,500 2,363 105%69,458 1,736 79,380 1,985 89,303 2,233 99,225 2,481 110%72,765 1,819 83,160 2,079 93,555 2,339 103,950 2,599 115%76,073 1,902 86,940 2,174 97,808 2,445 108,675 2,717 120%79,400 1,985 90,700 2,268 102,050 2,551 113,400 2,835 Senior Complexes Average Mo. RentNo. of Units 12 368 312 565 918 1,446 810 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 126 166 64 Riverside County Income Eligibility as of 8/1/2023. Monthly rent is exclusive of Utility Allowance. Extremely Low 0-30%Very Low 31-50%Low 51-80%Moderate 81%-120% Total 708 315 593 1,026 1,418 838 182 199 214 113 4/01/2024 Page 1 of 1 Summary Rpt #1 4.24 67 68 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT REPORTING MONTH: REPORT DATE:REPORTED BY:CYNDI KARP "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. EXTREMELY LOW: 20% OF MEDIAN a.Studio 1 208 1 208 b.1 BR, 1 BA 5 242 2 211 1 209 14 228 22 229 c.2 BR, 1 BA 1 220 2 246 3 245 6 241 d.2 BR, 2 BA 1 220 7 218 8 218 e.Totals 20%5 3 2 1 23 3 0 0 37 2. EXTREMELY LOW: 21-25% OF MEDIAN a.Studio 6 276 6 276 b.1 BR, 1 BA 23 319 7 291 5 300 32 300 67 306 c.2 BR, 1 BA 6 330 4 333 2 309 12 327 d.2 BR, 2 BA 1 309 12 330 13 329 e.Totals 21-25%23 13 5 1 50 4 2 0 98 3. EXTREMELY LOW: 26-30% OF MEDIAN a.Studio 1 340 1 340 b.1 BR, 1 BA 9 394 1 364 2 380 11 386 23 387 c.2 BR, 1 BA 2 391 3 414 2 379 1 411 8 399 d.2 BR, 2 BA 5 403 10 414 15 411 e.Totals 26-30%9 1 5 5 24 2 0 1 47 Total extremely low =37 17 12 7 97 9 2 1 182 Percent of total 27.21%28.33%26.09%29.17%25.87%25.71%11.11%7.14%25.71% 4. VERY LOW: 31-35% OF MEDIAN a.Studio 3 410 3 410 b.1 BR, 1 BA 11 474 2 445 12 466 25 468 c.2 BR, 1 BA 1 488 4 503 3 501 1 474 1 488 10 497 d.2 BR, 2 BA 3 487 10 503 13 499 e.Totals 31-35%11 5 1 3 26 3 1 1 51 5. VERY LOW: 36-40% OF MEDIAN a.Studio 3 477 3 477 b.1 BR, 1 BA 10 553 1 527 1 522 7 536 19 543 c.2 BR, 1 BA 3 570 8 592 3 564 2 563 2 570 18 578 d.2 BR, 2 BA 11 591 11 591 e.Totals 36-40%10 4 4 0 26 3 2 2 51 6. VERY LOW: 41-45% OF MEDIAN a.Studio 4 547 4 547 b.1 BR, 1 BA 11 619 3 608 11 617 25 617 c.2 BR, 1 BA 2 663 2 672 5 676 3 651 1 652 13 666 d.2 BR, 2 BA 2 663 12 675 14 673 e.Totals 41-45%11 4 5 2 25 5 3 1 56 7. VERY LOW: 46-50% OF MEDIAN a.Studio 2 598 1 612 3 603 b.1 BR, 1 BA 9 700 2 678 9 690 20 693 c.2 BR, 1 BA 1 732 2 740 4 759 3 774 3 730 1 740 14 750 d.2 BR, 2 BA 4 757 4 757 e.Totals 46-50%9 3 5 0 17 3 3 1 41 Total very low =41 16 15 5 94 14 9 5 199 Percent of total 30.15%26.67%32.61%20.83%25.07%40.00%50.00%35.71%28.11% 8. LOWER: 51-55% OF MEDIAN a.Studio 3 679 1 690 4 682 b.1 BR, 1 BA 10 781 1 772 7 763 18 773 c.2 BR, 1 BA 2 816 15 848 4 825 1 811 1 841 23 839 d.2 BR, 2 BA 3 833 12 843 15 841 e.Totals 51-55%10 3 4 3 34 4 1 1 60 9. LOWER: 56-60% OF MEDIAN a.Studio 1 759 1 759 b.1 BR, 1 BA 11 868 1 842 11 847 23 857 c.2 BR, 1 BA 1 929 6 935 1 903 1 917 3 908 12 924 d.2 BR, 2 BA 1 929 12 941 13 940 e.Totals 56-60%11 2 1 1 29 1 1 3 49 ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS Apr-24 5/25/2024 CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS 4/01/24 Page 1 of 2 Rpt #1 Multi-Family 4.24 69 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT "MULTI-FAMILY"141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS 10. LOWER: 61-65% OF MEDIAN a.Studio 1 785 1 785 b.1 BR, 1 BA 5 1,105 14 1,012 19 1,036 c.2 BR, 1 BA 5 1,101 2 1,085 2 975 9 1,069 d.2 BR, 2 BA 2 1,114 15 1,138 17 1,135 e.Totals 61-65%5 1 0 2 34 2 2 0 46 11. LOWER: 66-70% OF MEDIAN a.Studio 1 1,018 1 1,018 b.1 BR, 1 BA 4 1,250 1 1,133 1 1,229 4 1,171 10 1,205 c.2 BR, 1 BA 2 1,323 5 1,328 2 1,286 1 1,342 1 1,291 11 1,317 d.2 BR, 2 BA 2 1,354 10 1,359 12 1,358 e.Totals 66-70%4 2 3 2 19 2 1 1 34 12. LOWER: 71-75% OF MEDIAN a.Studio 1 1,172 1 1,172 b.1 BR, 1 BA 3 1,325 3 1,204 6 1,265 c.2 BR, 1 BA 3 1,437 1 1,400 2 1,385 1 1,461 7 1,420 d.2 BR, 2 BA 5 1,448 5 1,448 e.Totals 71-75%3 1 3 0 9 2 0 1 19 13. LOWER: 76-80% OF MEDIAN a.Studio 1 1,213 1 1,213 b.1 BR, 1 BA 2 1,325 1 1,148 3 1,266 c.2 BR, 1 BA 1 1,544 1 1,434 2 1,489 d.2 BR, 2 BA 0 - e.Totals 76-80%2 1 1 0 2 0 0 0 6 Total lower =35 10 12 8 127 11 5 6 214 ·Percent of total 25.74%16.67%26.09%33.33%33.87%31.43%27.78%42.86%30.23% 14. MODERATE: 81-120% OF MEDIAN a.Studio 6 1,116 6 1,116 b.1 BR, 1 BA 22 1,266 7 1,263 2 1,351 19 1,223 50 1,253 c.2 BR, 1 BA 1 1,751 3 1,592 5 1,573 14 1,578 1 1,751 2 1,751 2 1,424 28 1,592 d.2 BR, 2 BA 1 1,751 4 1,554 24 1,596 29 1,596 Total moderate =23 17 7 4 57 1 2 2 113 Percent of total 16.91%28.33%15.22%16.67%15.20%2.86%11.11%14.29%15.96% 15. Total units occupied:136 60 46 24 375 35 18 14 708 16. Occupancy rate =96%94%96%100%98%97%90%88%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% 4/01/24 Page 2 of 2 Rpt #1 Multi-Family 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 70 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT REPORTING MONTH: REPORT DATE:REPORTED BY:CYNDI KARP "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. EXTREMELY LOW: 20% OF MEDIAN a.Studio 4 184 4 184 b.1 BR, 1 BA 2 214 1 315 2 206 3 257 4 210 12 231 c.2 BR, 1 BA 1 354 6 208 7 229 d.2 BR, 2 BA 0 - e.Totals 20%2 2 6 3 10 0 0 23 2. EXTREMELY LOW: 21-25% OF MEDIAN a.Studio 14 256 14 256 b.1 BR, 1 BA 4 272 9 371 2 285 6 341 16 290 2 288 1 291 40 314 c.2 BR, 1 BA 2 307 6 305 8 305 d.2 BR, 2 BA 0 - e.Totals 21-25%6 9 16 6 22 2 1 62 3. EXTREMELY LOW: 26-30% OF MEDIAN a.Studio 7 326 7 326 b.1 BR, 1 BA 2 365 7 456 3 358 3 419 9 363 2 361 2 364 28 392 c.2 BR, 1 BA 1 496 5 390 6 408 d.2 BR, 2 BA 0 - e.Totals 26-30%2 8 10 3 14 2 2 41 Total extremely low =10 19 32 12 46 4 3 126 Percent of total 38.46%26.76%47.76%46.15%30.67%26.67%23.08%34.24% 4. VERY LOW: 31-35% OF MEDIAN a.Studio 5 390 5 390 b.1 BR, 1 BA 3 442 5 526 5 442 5 501 14 439 4 443 3 443 39 460 c.2 BR, 1 BA 2 620 7 478 9 509 d.2 BR, 2 BA 0 - e.Totals 31-35%3 7 10 5 21 4 3 53 5. VERY LOW: 36-40% OF MEDIAN a.Studio 3 459 3 459 b.1 BR, 1 BA 4 518 8 591 2 571 15 523 1 524 2 521 32 542 c.2 BR, 1 BA 1 573 6 563 7 565 d.2 BR, 2 BA 0 - e.Totals 36-40%5 8 3 2 21 1 2 42 6. VERY LOW: 41-45% OF MEDIAN a.Studio 5 528 5 528 b.1 BR, 1 BA 1 586 6 691 4 600 2 664 12 599 2 596 27 624 c.2 BR, 1 BA 1 797 9 650 10 664 d.2 BR, 2 BA 0 - e.Totals 41-45%1 7 9 2 21 2 0 42 7. VERY LOW: 46-50% OF MEDIAN a.Studio 0 - b.1 BR, 1 BA 4 664 7 758 2 666 1 732 6 669 2 669 3 667 25 695 c.2 BR, 1 BA 2 850 2 732 4 791 d.2 BR, 2 BA 0 - e.Totals 46-50%4 9 2 1 8 2 3 29 Total very low =13 31 24 10 71 9 8 166 ·Percent of total 50.00%43.66%35.82%38.46%47.33%60.00%61.54%45.11% 8. LOWER: 51-55% OF MEDIAN a.Studio 3 651 3 651 b.1 BR, 1 BA 1 757 5 814 2 745 5 755 2 747 15 772 c.2 BR, 1 BA 5 822 5 822 d.2 BR, 2 BA 0 - e.Totals 51-55%1 5 5 0 10 2 0 23 9. LOWER: 56-60% OF MEDIAN a.Studio 1 735 1 735 b.1 BR, 1 BA 5 931 3 815 2 847 5 833 2 842 17 861 c.2 BR, 1 BA 1 1,063 1 1,063 d.2 BR, 2 BA 0 - e.Totals 56-60%0 6 4 2 5 0 2 19 CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA Apr-24 5/25/2024 PUEBLOS TOTALS SAGE CREST SR. 4/01/2024 Page 1 of 2 Rpt #1 Senior 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 71 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT "SENIOR PROPERTIES"30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA PUEBLOS TOTALS SAGE CREST SR. 10. LOWER: 61-65% OF MEDIAN a.Studio 0 - b.1 BR, 1 BA 1 891 3 1,041 8 1,002 12 1,002 c.2 BR, 1 BA 0 - d.2 BR, 2 BA 0 - e.Totals 61-65%1 3 0 0 8 0 0 12 11. LOWER: 66-70% OF MEDIAN a.Studio 0 - b.1 BR, 1 BA 4 1,263 1 1,133 1 1,217 6 1,233 c.2 BR, 1 BA 0 - d.2 BR, 2 BA 0 - e.Totals 66-70%0 4 1 0 1 0 0 6 12. LOWER: 71-75% OF MEDIAN a.Studio 0 - b.1 BR, 1 BA 2 1,202 2 1,202 c.2 BR, 1 BA 0 - d.2 BR, 2 BA 0 - e.Totals 71-75%0 2 0 0 0 0 0 2 13. LOWER: 76-80% OF MEDIAN a.Studio 0 - b.1 BR, 1 BA 1 1,292 1 1,292 c.2 BR, 1 BA 1 1,532 1 1,532 d.2 BR, 2 BA 0 - e.Totals 76-80%0 0 0 0 2 0 0 2 Total lower =2 20 10 2 26 2 2 64 Percent of total 7.69%28.17%14.93%7.69%17.33%13.33%15.38%17.39% 14. MODERATE: 81-120% OF MEDIAN a.Studio 1 1,281 1 1,281 b.1 BR, 1 BA 2 1,376 4 1,214 6 1,268 c.2 BR, 1 BA 1 1,751 3 1,654 4 1,678 d.2 BR, 2 BA 1 1,751 1 1,751 Total moderate =1 1 1 2 7 0 0 12 Percent of total 3.85%1.41%1.49%7.69%4.67%0.00%0.00%3.26% 15. Total units occupied:26 71 67 26 150 15 13 368 16. Occupancy rate =87%97%93%96%100%100%93%97% NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 97% 4/01/2024 Page 2 of 2 Rpt #1 Senior 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 72 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Apr-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:5/25/2024 CALIFORNIA DESERT LAGUNA ONE QUAIL PALM SANTA TAOS MONTHLY INCOME LEVEL AVAILABLE VILLAS POINTE PALMS PLACE VILLAGE ROSA PALMS TOTALS OF OCCUPANT UNITS 141 64 48 24 384 36 20 16 733 REVENUE VERY LOW Up to 50% Occupied units 78 33 27 12 191 23 11 6 381 Total rental income 35,925 12,879 13,128 5,332 86,512 11,720 6,361 3,431 175,288 Per occupied unit 461 390 486 444 453 510 578 572 460 LOWER: 51% --> 80% Occupied units 35 10 12 8 127 11 5 6 214 Total rental income 34,504 8,959 13,753 8,363 130,881 11,713 5,020 6,318 219,511 Per occupied unit 986 896 1,146 1,045 1,031 1,065 1,004 1,053 1,026 MODERATE: 81% --> 120% Occupied units 23 17 7 4 57 1 2 2 113 Total rental income 29,606 22,064 10,567 6,216 83,644 1,751 3,502 2,848 160,198 Per occupied unit 1,287 1,298 1,510 1,554 1,467 1,751 1,751 1,424 1,418 Summary Income: Rental 97,290 39,211 41,893 19,259 307,032 19,034 13,132 12,797 554,997 Other Income: Laundry 483 778 539 341 3,371 848 140 304 6,802 Other 400 (70) 610 55 1,305 (25) 200 100 2,575 Total Operating Income 98,173 39,919 43,042 19,655 311,708 19,857 13,472 13,201 564,374 Occupied Units 136 60 46 24 375 35 18 14 708 Income per occupied unit 722 665 936 819 831 567 748 943 797 EXPENSES Operating Expenses: Payroll 59,749 24,393 19,114 7,973 185,199 12,088 5,343 7,364 321,223 Per occupied unit 439 407 416 332 494 345 297 526 454 Administrative 10,229 3,391 3,354 1,176 28,740 1,855 980 784 50,509 Per occupied unit 75 57 73 49 77 53 54 56 71 Advertising/Promotion - - - - 173 - - - 173 Per occupied unit - - - - 0 - - - 0 Contract Services 5,816 2,033 1,800 2,022 18,473 1,623 1,118 828 33,712 Per occupied unit 43 34 39 84 49 46 62 59 48 Utility Services 13,521 1,856 4,694 1,838 25,854 2,837 1,570 1,508 53,678 Per occupied unit 99 31 102 77 69 81 87 108 76 Maintenance 19,364 8,493 11,686 2,084 96,690 3,791 1,492 3,071 146,671 Per occupied unit 142 142 254 87 258 108 83 219 207 Replacement expense - 4,600 12,950 1,797 8,923 1,286 664 10,196 40,417 Per occupied unit - 77 282 75 24 37 37 728 57 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - - Total Operating Expenses 108,678 44,765 53,598 16,890 364,052 23,480 11,168 23,752 646,383 Per occupied unit 799 746 1,165 704 971 671 620 1,697 913 Summary Revenue and Expenses Total Operating Income 98,173 39,919 43,042 19,655 311,708 19,857 13,472 13,201 559,026 Total Operating Expenses 108,678 44,765 53,598 16,890 364,052 23,480 11,168 23,752 646,383 Monthly Net Operating Income (10,505) (4,846) (10,556) 2,765 (52,344) (3,624) 2,304 (10,551) (87,357) Per occupied unit (77) (81) (229) 115 (140) (104) 128 (754) (123) FYTD Net Operating Income* 238,177 76,097 38,348 19,218 727,681 81,443 39,159 (4,305) 1,215,817 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). 4/01/2024 Page 1 of 1 Rpt #2 Multi-Family 4.24 73 REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Apr-24 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:5/25/2024 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 23 50 57 22 117 13 11 293 Total rental income 10,070 28,238 20,743 9,784 52,997 6,122 5,392 133,346 Per occupied unit 438 565 364 445 453 471 490 455 LOWER: 51% --> 80% Occupied units 2 20 10 2 26 2 2 64 Total rental income 1,648 20,364 7,757 1,694 24,099 1,494 1,684 58,740 Per occupied unit 824 1,018 776 847 927 747 842 918 MODERATE: 81% --> 120% Occupied units 1 1 1 2 7 - - 12 Total rental income 1,751 1,751 1,281 2,751 9,815 17,349 Per occupied unit 1,751 1,751 1,281 1,376 1,402 1,446 Summary Income: Rental 13,249 49,254 30,574 13,807 89,156 7,405 7,076 209,435 Other Income: Laundry - - - - 426 - - 426 Other 55 210 140 35 (8) 50 55 537 Total operating income 13,304 49,464 30,714 13,842 89,574 7,455 7,131 210,398 Occupied Units 26 71 68 26 150 15 13 369 Income per occupied unit 512 697 452 532 597 497 549 570 EXPENSES Operating Expenses: Payroll 14,088 48,106 32,938 15,816 40,943 7,932 6,371 166,194 Per occupied unit 542 678 484 608 273 529 490 450 Administrative 2,823 7,678 6,210 1,437 12,584 735 686 32,152 Per occupied unit 109 108 91 55 84 49 53 87 Advertising/promotion - - - - - - - - Per occupied unit - - - - - - - - Contract services 1,223 4,865 3,657 1,607 4,787 715 1,217 18,072 Per occupied unit 47 69 54 62 32 48 94 49 Utility services 3,577 13,414 5,676 373 6,561 975 1,074 31,649 Per occupied unit 138 189 83 14 44 65 83 86 Maintenance 5,068 2,158 8,595 1,529 8,302 4,505 217 30,373 Per occupied unit 195 30 126 59 55 300 17 82 Replacement expense - - 3,642 - 4,829 - - 8,471 Per occupied unit - - 54 - 32 - - 23 Capital expense - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 26,778 76,220 60,719 20,760 78,006 14,862 9,566 286,911 Per occupied unit 1,030 1,074 893 798 520 991 736 778 Summary Revenue and Expenses Total Operating Income 13,304 49,464 30,714 13,842 89,574 7,455 7,131 211,484 Total Operating Expenses 26,778 76,220 60,719 20,760 78,006 14,862 9,566 286,911 Monthly Net Operating Income (13,474) (26,756) (30,005) (6,918) 11,568 (7,407) (2,435) (75,427) Per occupied unit (518) (377) (441) (266) 77 (494) (187) (204) FYTD Net Operating Income* (43,736) 66,966 (108,678) (55,374) 262,340 (13,452) (450.75 108,066 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) 4/01/2024 Page 1 of 1 Rpt #2 Senior 4.24 PALM DESERT HOUSING AUTHORITY APRIL 2024 REPORT 74 Palm Desert Housing Authority Project Report April 2024 1 California Villas - 141 Units 77-107 California Drive • Completed two (2) make ready units which include painting, cleaning and maintenance • Installed new shower valve in the bathroom of unit #A-16 • Unclogged two way cleanout and installed new sewer lateral in unit #F -8 • Repaired and refinished kitchen counter, vanity, tub and enclosure in unit # I -3 • Repaired and refinished tub in the bathroom of units #B-8, #F-1, #F-13, #F-15 and #H-1 • Checked all fire extinguishers • Cleaned and detailed pool, exterior light fixtures, dumpsters and enclosures • Cleaned debris and leaves around sidewalks, parking lots and carports 03/31/24 # 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) 118 0 / 0 0 / 1 3 0 Candlewood - 30 Units 74-000 Shadow Mountain Drive • Sealed cracked patio and treated bees nesting in eaves over the balcony of unit #26 • Installed new shower valve in the bathroom of unit #12 • Cleaned debris and leaves around parking lots and carports • Cleaned and detailed top railings, elevator, pools, laundry room, dumpsters and enclosures 03/31/24 # 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) 52 0 / 0 0 / 0 1 0 Carlos Ortega Villas – 73 Units 77-915 Avenue of the States • Repaired A/C in laundry room #4, recharged refrigerant and installed dye kit to inspect any leak • Cleaned filter, vacuumed coil and added coil cleaner for A/C in units #706, #802, #1001, #1002 and #1006 • Replaced thermostat in units #203 and #1001 • Detailed clubhouse, office, pool and laundry rooms • Cleaned debris and leaves around sidewalks, parking lots and carports 03/31/24 # 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 0 / 0 0 0 75 Palm Desert Housing Authority Project Report April 2024 2 Catalina Gardens - 72 Units 73-600 Catalina Way • Completed two (2) make ready units which include painting, cleaning and maintenance • A/C repair in unit #H-4, replaced bad fuse and thermostat • Checked all fire extinguishers • Detailed office, clubhouse, pool, restrooms, mailboxes and laundry room • Cleaned debris and leaves around walkways, carports, dumpster and enclosures 03/31/24 # 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) 105 0 / 0 0 / 0 0 1 Desert Pointe - 64 Units 43-805 Monterey Avenue • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Replaced broken window glass in unit #34 • Cleaned and detailed workshop, mailbox area, laundry rooms, pool area and furniture • Cleaned gutter drainage throughout the property • Cleaned debris and leaves around walkways, dumpster area, parking lots and carports 03/31/24 # 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 • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Replaced kitchen cabinet and baseboard in unit #29, make ready unit • Repaired and refinished tub and enclosure in the bathroom of unit #37 • Repaired drywall under the bathroom cabinet in unit #30 • Replaced range and refrigerator for unit #29 • Drained pool for patch work and replaced mastic adhesive • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed laundry, pool area, dumpsters and enclosures 03/31/24 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 6 0 / 0 0 / 0 0 0 76 Palm Desert Housing Authority Project Report April 2024 3 La Rocca Villas - 27 Units 42-135 Golden Eagle Lane • Completed one (1) make ready unit which includes painting, cleaning and maintenance • 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 03/31/24 # 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 Las Serenas - 150 Units 73-315 Country Club Drive • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Replaced damper sensor unit for Clubhouse water heater • Repaired and refinished tub in the bathroom of unit #127 • Repaired broken main water line in unit #135 • 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 03/31/24 # 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) 56 0 / 0 0 / 0 1 1 Neighbors - 24 Units 73-535 Santa Rosa Way • Completed two (2) make ready units which include painting, cleaning and maintenance • Replaced A/C filters for all units • Inspected A/C for unit #23 and adjusted the thermostat • Removed bulk items in the dumpster • Detailed laundry machines and utility room • Cleaned and detailed pool deck, pool furniture, stairs, exterior light fixtures, dumpsters and enclosures • De-webbed, cleaned debris and leaves throughout the property 03/31/24 # of Service Request(s) #Carpet/Vinyl Replacement Service Request(s) #Carpet/Vinyl Replacement Move Out(s) #Appliance(s) Replacement Service Request(s) #Appliance(s) Replacement Move Out(s) 13 0 / 0 0 / 0 0 0 77 Palm Desert Housing Authority Project Report April 2024 4 One Quail Place - 384 Units 72-600 Fred Waring Dr. • Completed eight (8) make ready units which include painting, cleaning, and maintenance • Acid wash spa #4 to brighten up plaster and remove water stains • Repaired and refinished tub and enclosure in the bathroom of unit #1307 • Repaired and refinished kitchen top, vanity, tub and enclosure in units #1114, #2903 and #2506 • Annual maintenance service for A/C in units #2107 – #2506 completed • Slab leak repair and piping reroute in unit #1507 • Repaired leaking hot water copper line in front of Building 30, installed a new 1 ½” compression ball valve • Treated bees nesting in eaves of second story of Building 8 and Building 34 • Irrigation repair near units #703 and #3907 • Detailed laundry rooms • De-webbed, cleaned debris and leaves throughout the property • Cleaned and detailed boiler area, pools, sidewalks, parking areas, dumpsters and enclosures 03/31/24 # 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) 135 1 / 0 4 / 3 2 2 Palm Village - 36 Units 73-650 Santa Rosa Way • Replaced microwave in unit #211 • Replaced refrigerator in unit #223 • Detailed laundry • Cleaned and checked all light fixtures throughout the property • Cleaned and detailed stairs, dumpster areas and enclosures 03/31/24 # 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) 39 0 / 0 0 / 0 0 0 Pueblos - 15 Units 73-695 Santa Rosa Way • Completed one (1) make ready unit which includes painting, cleaning and maintenance • Installed new A/C for unit #103 • Checked all fire extinguishers throughout the property • Cleaned and detailed pool, pool furniture, laundry room, dumpster area and enclosures • De-webbed and cleaned debris and leaves throughout property 03/31/24 # 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) 34 0 / 0 0 / 1 0 0 78 Palm Desert Housing Authority Project Report April 2024 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 03/31/24 # 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) 26 0 / 0 0 / 0 0 0 Santa Rosa – 20 Units 73-625 Santa Rosa Way • A/C repair in unit #2, replaced circuit board and flame sensor • Patched concrete on the driveway next to Building • Detailed laundry room • Cleaned stairs and light fixtures throughout property • De-webbed, cleaned debris and leaves around parking lots, dumpster area and enclosures 03/31/24 # 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 Taos Palms - 16 Units 44-830 Las Palmas • Completed one (1) make ready unit which includes painting, cleaning, and maintenance • Replaced A/C for unit #12 and cleaned air ducts • Repaired leaking toilet and steamed water damaged carpet in unit #5 • Replaced valve by the pool area • 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 03/31/24 # 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 1 0 03/31/24 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) 638 1 / 0 4 / 5 8 4 79 80 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Damian Olivares, Senior Administrative Assistant SUBJECT: FALKENBERG/GILLIAM ASSOCIATES MONTHLY REPORTS FOR MAY 2024 RECOMMENDATION: Receive and file Palm Desert Housing Authority property reports from Falkenberg/Gilliam & Associates for the month of May 2024 FINANCIAL IMPACT: There is no direct fiscal impact related to this action. ATTACHMENTS: 1. Occupancy Status Report 2. Occupancy and Average Rent Summary 3. Occupancy and Average Rent Statement 4. Net Operating Income Statement 5. Palm Desert Housing Authority Project Report 81 82 MONTHLY OCCUPANCY STATUS REPORT Palm Desert Housing Authority MAY 2024 REPORT REPORTING MONTH: May-24 REPORT DATE: 6/20/24 "MULTI-FAMILY PROPERTIES"Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 California Villas a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 b. Unoccupied Units 5 4 3 1 3 4 6 2 1 3 5 2 c. Occupied Units 136 137 138 140 138 137 135 139 140 136 136 139 d. Pending Leases 5 3 3 3 6 5 3 2 1 2 5 2 e. Ending Occupied & Pre-leased 141 140 141 143 144 142 138 141 141 138 141 141 f. Down Units 1 1 1 1 1 1 1 0 0 0 0 0 g. Number of Wait List Contactees 25 200 130 100 120 130 130 10 20 40 30 15 h. Re-Cert Pkts Sent Out During Month 12 5 13 13 13 13 12 6 13 13 14 16 i. Number of Traffic Qualified 25 10 15 25 30 10 15 12 25 30 20 25 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 4 5 3 3 3 3 3 2 2 2 4 2 c. Occupied Units 60 59 61 61 61 61 61 62 61 62 60 62 d. Pending Leases 3 2 1 1 1 0 1 0 1 1 2 1 e. Ending Occupied & Pre-leased 63 61 62 62 62 61 62 62 62 63 62 63 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 64 72 70 46 42 62 65 79 51 53 58 79 h. Re-Cert Pkts Sent Out During Month 6 2 9 2 7 4 3 4 5 5 2 5 i. Number of Traffic Qualified 17 9 44 9 8 6 11 22 24 17 22 31 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 2 2 3 3 5 5 5 2 2 3 2 3 c. Occupied Units 46 46 45 45 43 43 43 46 46 46 46 45 d. Pending Leases 2 2 2 1 3 4 5 1 2 1 1 3 e. Ending Occupied & Pre-leased 48 48 47 46 46 47 48 47 48 47 47 48 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 20 30 40 35 40 45 20 30 25 30 35 40 h. Re-Cert Pkts Sent Out During Month 5 1 2 5 5 2 5 4 4 1 3 4 i. Number of Traffic Qualified 35 40 35 30 25 30 25 35 40 30 30 35 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 1 0 0 0 0 0 0 1 2 0 0 2 c. Occupied Units 23 24 24 24 24 24 24 23 22 24 24 22 d. Pending Leases 0 0 0 0 0 0 0 0 2 0 0 0 e. Ending Occupied & Pre-leased 23 24 24 24 24 24 24 23 24 24 24 22 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 22 0 0 0 0 0 0 54 26 0 0 56 h. Re-Cert Pkts Sent Out During Month 2 2 1 1 0 3 1 1 2 1 3 1 i. Number of Traffic Qualified 14 6 10 6 7 8 5 11 8 11 16 23 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 10 11 10 17 17 17 16 16 17 16 9 12 c. Occupied Units 374 373 374 367 367 367 368 368 367 368 375 372 d. Pending Leases 5 12 13 12 9 9 11 9 6 9 2 1 e. Ending Occupied & Pre-leased 379 385 387 379 376 376 379 377 373 377 377 373 f. Down Units 3 3 2 7 8 9 9 8 0 0 8 7 g. Number of Wait List Contactees 101 238 128 157 119 125 69 81 180 210 198 82 h. Re-Cert Pkts Sent Out During Month 28 26 20 23 32 21 26 30 34 23 28 24 i. Number of Traffic Qualified 23 126 32 47 50 78 63 44 92 57 91 87 j. Number of Traffic Non-Qualified 8 6 14 8 15 2 1 5 2 4 9 3 5/01/24 Page 1 of 2 MOS Multi-Family 4.24 83 MONTHLY OCCUPANCY STATUS REPORT Palm Desert Housing Authority MAY 2024 REPORT "MULTI-FAMILY PROPERTIES"Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 b. Unoccupied Units 1 1 2 1 0 1 1 1 0 0 1 1 c. Occupied Units 35 35 34 35 36 35 35 35 36 36 35 35 d. Pending Leases 1 0 2 1 0 0 0 1 0 0 0 0 e. Ending Occupied & Pre-leased 36 35 36 36 36 35 35 36 36 36 35 35 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 25 20 20 25 10 0 0 20 25 10 25 30 h. Re-Cert Pkts Sent Out During Month 2 2 3 4 2 3 2 2 2 2 1 4 i. Number of Traffic Qualified 25 20 25 20 15 10 15 10 15 15 15 20 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 2 3 2 1 2 2 2 2 2 2 1 0 c. Occupied Units 18 17 18 19 18 18 18 18 18 18 19 20 d. Pending Leases 2 3 2 1 1 1 1 1 2 0 0 0 e. Ending Occupied & Pre-leased 20 20 20 20 19 19 19 19 20 18 19 20 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 25 20 20 25 30 20 20 20 25 20 25 25 h. Re-Cert Pkts Sent Out During Month 0 2 3 0 2 1 1 0 2 0 3 0 i. Number of Traffic Qualified 8 5 25 20 25 20 20 10 10 10 15 20 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 2 1 1 1 1 2 2 1 2 2 2 2 c. Occupied Units 14 15 15 15 15 14 14 15 14 14 14 14 d. Pending Leases 0 0 1 0 0 1 1 0 0 1 0 2 e. Ending Occupied & Pre-leased 14 15 16 15 15 15 15 15 14 15 14 16 f. Down Units 0 0 0 0 1 1 1 1 0 0 0 1 g. Number of Wait List Contactees 48 0 0 0 39 0 0 0 0 0 0 39 h. Re-Cert Pkts Sent Out During Month 0 1 1 1 0 1 1 3 1 0 2 0 i. Number of Traffic Qualified 11 6 6 4 9 4 5 6 8 8 11 17 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 b. Unoccupied Units 27 27 24 27 31 34 35 27 28 28 24 24 c. Occupied Units 706 706 709 706 702 699 698 706 704 704 709 675 d. Pending Leases 18 22 24 19 20 20 22 14 14 14 10 9 e. Ending Occupied & Pre-leased 724 728 733 725 722 719 720 720 718 718 719 718 f. Down Units 5 5 4 9 11 12 12 10 1 1 9 9 g. Number of Wait List Contactees 330 580 408 388 400 382 304 294 352 363 371 366 h. Re-Cert Pkts Sent Out During Month 55 41 52 49 61 48 51 50 63 45 56 54 i. Number of Traffic Qualified 158 222 192 161 169 166 159 150 222 178 220 258 j. Number of Traffic Non-Qualified 8 6 14 8 15 2 1 5 2 4 9 3 5/01/24 Page 2 of 2 MOS Multi-Family 4.24 84 MONTHLY OCCUPANCY STATUS REPORT PALM DESERT HOUSING AUTHORITY MAY 2024 REPORT REPORTING MONTH: May-24 REPORT DATE: 6/20/24 "SENIOR PROPERTIES"Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Candlewood a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30 b. Unoccupied Units 2 2 2 2 2 2 2 3 4 4 3 3 c. Occupied Units 28 28 28 28 28 28 28 27 26 26 27 27 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 1 0 e. Ending Occupied & Pre-leased 28 28 28 28 28 28 28 27 26 26 28 27 f. Down Units 2 2 2 2 2 2 2 2 0 0 1 2 g. Number of Wait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 4 3 3 6 2 2 3 0 3 2 4 i. Number of Traffic Qualified 0 2 0 0 2 0 0 0 0 0 0 0 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 1 0 1 1 1 0 0 1 2 2 2 1 c. Occupied Units 72 73 72 72 72 73 73 72 71 71 71 72 d. Pending Leases 1 0 0 1 1 0 0 0 0 1 1 1 e. Ending Occupied & Pre-leased 73 73 72 73 73 73 73 72 71 72 72 73 f. Down Units 0 0 0 0 0 0 0 1 0 0 0 0 g. Number of Wait List Contactees 88 49 44 54 33 30 30 28 40 16 16 20 h. Re-Cert Pkts Sent Out During Month 10 2 6 3 3 3 3 9 9 7 6 11 i. Number of Traffic Qualified 3 0 3 4 5 3 3 1 2 3 2 1 j. Number of Traffic Non-Qualified 2 1 1 2 1 2 2 0 2 0 0 1 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 b. Unoccupied Units 3 3 4 4 4 5 5 6 5 5 4 5 c. Occupied Units 69 69 68 68 68 67 67 66 67 67 68 67 d. Pending Leases 0 1 1 2 2 3 3 2 0 1 0 5 e. Ending Occupied & Pre-leased 69 70 69 70 70 70 70 68 67 68 68 72 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 10 12 26 27 61 34 200 95 72 86 96 105 h. Re-Cert Pkts Sent Out During Month 7 5 10 10 5 7 7 4 3 3 6 5 i. Number of Traffic Qualified 3 3 5 3 3 1 12 2 3 3 4 5 j. Number of Traffic Non-Qualified 0 1 1 2 0 2 2 6 4 4 2 2 La Rocca Villas a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27 b. Unoccupied Units 0 0 0 1 1 2 2 2 0 0 0 0 c. Occupied Units 27 27 27 26 26 25 25 25 27 27 27 27 d. Pending Leases 0 0 0 0 0 1 1 2 0 0 0 0 e. Ending Occupied & Pre-leased 27 27 27 26 26 26 26 27 27 27 27 27 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 0 0 0 0 68 47 62 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 3 1 2 0 3 2 1 1 1 4 3 1 i. Number of Traffic Qualified 18 13 22 18 7 8 0 4 6 7 2 1 j. Number of Traffic Non-Qualified 0 3 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 b. Unoccupied Units 7 6 8 7 5 5 6 4 4 0 0 0 c. Occupied Units 143 144 142 143 145 145 144 146 146 150 150 150 d. Pending Leases 1 2 4 6 4 2 3 2 0 0 0 0 e. Ending Occupied & Pre-leased 144 146 146 149 149 147 147 148 146 150 150 150 f. Down Units 3 3 3 2 0 2 2 2 0 0 0 0 g. Number of Wait List Contactees 54 149 191 108 89 93 84 98 68 35 0 0 h. Re-Cert Pkts Sent Out During Month 18 14 10 10 10 11 7 11 5 5 8 13 i. Number of Traffic Qualified 41 38 37 34 42 36 5 36 46 51 49 25 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 5/01/2024 Page 1 of 2 MOS Senior 4.24 85 MONTHLY OCCUPANCY STATUS REPORT PALM DESERT HOUSING AUTHORITY MAY 2024 REPORT "SENIOR PROPERTIES"Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Pueblos a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15 b. Unoccupied Units 0 0 0 0 0 0 0 0 1 1 0 0 c. Occupied Units 15 15 15 15 15 15 15 15 14 14 15 15 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0 e. Ending Occupied & Pre-leased 15 15 15 15 15 15 15 15 14 14 15 15 f. Down Units 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 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 3 1 1 3 3 0 0 0 0 0 4 i. Number of Traffic Qualified 0 2 0 0 0 0 0 0 0 0 0 0 j. Number of Traffic Non-Qualified 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 b. Unoccupied Units 0 0 0 0 0 0 0 0 1 1 0 1 c. Occupied Units 14 14 14 14 14 14 14 14 13 13 13 13 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 1 e. Ending Occupied & Pre-leased 14 14 14 14 14 14 14 14 13 13 13 14 f. Down Units 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 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 2 2 2 2 2 2 0 0 0 2 1 i. Number of Traffic Qualified 0 2 0 0 0 0 0 0 0 0 0 0 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY SENIOR PROPERTIES Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 b. Unoccupied Units 13 11 15 15 13 14 15 16 17 13 9 10 c. Occupied Units 368 370 366 366 368 367 366 365 364 368 371 371 d. Pending Leases 2 3 5 9 7 6 7 6 0 2 2 7 e. Ending Occupied & Pre-leased 370 373 371 375 375 373 373 371 364 370 373 378 f. Down Units 5 5 5 4 2 4 4 5 0 0 1 2 g. Number of Wait List Contactees 152 210 261 189 251 204 376 221 180 137 112 125 h. Re-Cert Pkts Sent Out During Month 41 31 34 29 32 30 22 28 18 22 27 39 i. Number of Traffic Qualified 65 60 67 59 59 48 20 43 57 64 57 32 j. Number of Traffic Non-Qualified 2 5 2 4 1 4 4 6 6 4 2 3 5/01/2024 Page 2 of 2 MOS Senior 4.24 86 PALM DESERT HOUSING AUTHORITY MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY MAY 2024 AMI % Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent 20%13,230 276 15,120 315 17,010 354 18,900 394 25%16,538 345 18,900 394 21,263 443 23,625 492 30%19,600 408 22,400 467 25,200 525 30,000 625 35%23,153 482 26,460 551 29,768 620 33,075 689 40%26,460 551 30,240 630 34,020 709 37,800 788 45%29,768 620 34,020 709 38,273 797 42,525 886 50%32,650 680 37,300 777 41,950 874 46,600 971 55%36,383 758 41,580 866 46,778 975 51,975 1,083 60%39,690 827 45,360 945 51,030 1,063 56,700 1,181 65%42,998 1,075 49,140 1,229 55,283 1,382 61,425 1,536 70%46,305 1,158 52,920 1,323 59,535 1,488 66,150 1,654 75%49,613 1,240 56,700 1,418 63,788 1,595 70,875 1,772 80%52,200 1,305 59,650 1,491 67,100 1,678 74,550 1,864 85%56,228 1,406 64,260 1,607 72,293 1,807 80,325 2,008 90%59,535 1,488 68,040 1,701 76,545 1,914 85,050 2,126 95%62,843 1,571 71,820 1,796 80,798 2,020 89,775 2,244 100%66,150 1,654 75,600 1,890 85,050 2,126 94,500 2,363 105%69,458 1,736 79,380 1,985 89,303 2,233 99,225 2,481 110%72,765 1,819 83,160 2,079 93,555 2,339 103,950 2,599 115%76,073 1,902 86,940 2,174 97,808 2,445 108,675 2,717 120%79,400 1,985 90,700 2,268 102,050 2,551 113,400 2,835 Senior Complexes Average Mo. RentNo. of Units 11 371 314 565 933 1,474 822 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 130 168 62 Riverside County Income Eligibility as of 8/1/2023. Monthly rent is exclusive of Utility Allowance. Extremely Low 0-30% Very Low 31-50% Low 51-80% Moderate 81%-120% Total 708 315 595 1,026 1,440 844 183 199 220 106 5/01/2024 Page 1 of 1 Summary Rpt #1 4.24 87 88 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT PALM DESERT HOUSING AUTHORITY MAY 2024 REPORT REPORTING MONTH: REPORT DATE:REPORTED BY:CYNDI KARP "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. EXTREMELY LOW: 20% OF MEDIAN a. Studio 1 208 1 208 b. 1 BR, 1 BA 5 242 2 211 1 209 15 228 23 229 c. 2 BR, 1 BA 1 220 2 246 3 245 6 241 d. 2 BR, 2 BA 1 220 5 203 6 206 e. Totals 20%5 3 2 1 22 3 0 0 36 2. EXTREMELY LOW: 21-25% OF MEDIAN a. Studio 6 276 6 276 b. 1 BR, 1 BA 23 319 7 292 5 300 31 300 66 306 c. 2 BR, 1 BA 7 330 4 333 3 305 14 325 d. 2 BR, 2 BA 1 309 13 330 14 328 e. Totals 21-25%23 13 5 1 51 4 3 0 100 3. EXTREMELY LOW: 26-30% OF MEDIAN a. Studio 1 340 1 340 b. 1 BR, 1 BA 10 394 1 364 2 377 12 386 25 387 c. 2 BR, 1 BA 2 391 2 410 2 379 1 379 1 411 8 394 d. 2 BR, 2 BA 4 401 9 412 13 409 e. Totals 26-30%10 1 5 4 23 2 1 1 47 Total extremely low =38 17 12 6 96 9 4 1 183 Percent of total 27.34%27.42%26.67%27.27%25.81%25.71%20.00%7.69%25.85% 4. VERY LOW: 31-35% OF MEDIAN a. Studio 3 410 3 410 b. 1 BR, 1 BA 12 474 2 445 10 469 24 469 c. 2 BR, 1 BA 1 488 4 503 3 501 1 474 1 488 10 497 d. 2 BR, 2 BA 3 487 9 503 12 499 e. Totals 31-35%12 5 1 3 23 3 1 1 49 5. VERY LOW: 36-40% OF MEDIAN a. Studio 4 490 4 490 b. 1 BR, 1 BA 9 555 1 522 7 536 17 545 c. 2 BR, 1 BA 3 572 8 592 3 564 2 563 2 570 18 578 d. 2 BR, 2 BA 11 593 11 593 e. Totals 36-40%9 4 4 0 26 3 2 2 50 6. VERY LOW: 41-45% OF MEDIAN a. Studio 4 547 4 547 b. 1 BR, 1 BA 12 620 3 608 11 619 26 618 c. 2 BR, 1 BA 2 663 3 675 6 672 3 651 1 652 15 666 d. 2 BR, 2 BA 2 663 13 675 15 674 e. Totals 41-45%12 4 5 2 27 6 3 1 60 7. VERY LOW: 46-50% OF MEDIAN a. Studio 2 598 1 612 3 603 b. 1 BR, 1 BA 9 700 1 683 9 691 19 695 c. 2 BR, 1 BA 1 732 2 740 4 759 2 768 3 728 1 740 13 747 d. 2 BR, 2 BA 5 757 5 757 e. Totals 46-50%9 3 4 0 18 2 3 1 40 Total very low =42 16 14 5 94 14 9 5 199 Percent of total 30.22%25.81%31.11%22.73%25.27%40.00%45.00%38.46%28.11% 8. LOWER: 51-55% OF MEDIAN a. Studio 3 679 1 690 4 682 b. 1 BR, 1 BA 11 782 1 448 1 772 5 769 18 759 c. 2 BR, 1 BA 2 816 15 852 5 825 1 811 1 841 24 841 d. 2 BR, 2 BA 3 833 11 845 14 842 e. Totals 51-55%11 4 4 3 31 5 1 1 60 9. LOWER: 56-60% OF MEDIAN a. Studio 1 759 1 759 b. 1 BR, 1 BA 12 868 1 842 1 851 11 847 25 857 c. 2 BR, 1 BA 1 929 5 940 2 943 1 917 2 929 11 935 d. 2 BR, 2 BA 1 929 13 942 14 941 e. Totals 56-60%12 2 2 1 29 2 1 2 51 ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS May-24 6/20/2024 CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS 5/01/24 Page 1 of 2 Rpt #1 Multi-Family 4.24 89 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT PALM DESERT HOUSING AUTHORITY MAY 2024 REPORT "MULTI-FAMILY" 141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS 10. LOWER: 61-65% OF MEDIAN a. Studio 1 785 1 785 b. 1 BR, 1 BA 6 1,113 16 1,029 22 1,052 c. 2 BR, 1 BA 6 1,129 2 1,085 2 1,106 10 1,115 d. 2 BR, 2 BA 2 1,114 15 1,156 17 1,151 e. Totals 61-65%6 1 0 2 37 2 2 0 50 11. LOWER: 66-70% OF MEDIAN a. Studio 1 1,018 1 1,018 b. 1 BR, 1 BA 3 1,250 1 842 1 1,229 6 1,210 11 1,189 c. 2 BR, 1 BA 2 1,323 4 1,335 2 1,286 1 1,342 1 1,291 10 1,319 d. 2 BR, 2 BA 2 1,354 11 1,360 13 1,359 e. Totals 66-70%3 2 3 2 21 2 1 1 35 12. LOWER: 71-75% OF MEDIAN a. Studio 1 1,172 1 1,172 b. 1 BR, 1 BA 3 1,325 1 448 2 1,232 6 1,148 c. 2 BR, 1 BA 3 1,437 1 1,400 1 1,461 5 1,435 d. 2 BR, 2 BA 5 1,464 5 1,464 e. Totals 71-75%3 2 3 0 8 0 0 1 17 13. LOWER: 76-80% OF MEDIAN a. Studio 1 1,213 1 1,213 b. 1 BR, 1 BA 2 1,325 1 1,148 3 1,266 c. 2 BR, 1 BA 1 1,544 2 1,499 3 1,514 d. 2 BR, 2 BA 0 - e. Totals 76-80%2 1 1 0 3 0 0 0 7 Total lower =37 12 13 8 129 11 5 5 220 ·Percent of total 26.62%19.35%28.89%36.36%34.68%31.43%25.00%38.46%31.07% 14. MODERATE: 81-120% OF MEDIAN a. Studio 6 1,116 6 1,116 b. 1 BR, 1 BA 21 1,299 7 1,287 1 1,304 18 1,255 47 1,281 c. 2 BR, 1 BA 1 1,750 3 1,592 5 1,612 13 1,605 1 1,751 2 1,751 2 1,597 27 1,626 d. 2 BR, 2 BA 1 1,751 3 1,597 22 1,606 26 1,610 Total moderate =22 17 6 3 53 1 2 2 106 Percent of total 15.83%27.42%13.33%13.64%14.25%2.86%10.00%15.38%14.97% 15. Total units occupied:139 62 45 22 372 35 20 13 708 16. Occupancy rate =99%97%94%92%97%97%100%81%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% 5/01/24 Page 2 of 2 Rpt #1 Multi-Family 4.24 90 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT PALM DESERT HOUSING AUTHORITY MAY 2024 REPORT REPORTING MONTH: REPORT DATE:REPORTED BY:CYNDI KARP "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. EXTREMELY LOW: 20% OF MEDIAN a. Studio 5 184 5 184 b. 1 BR, 1 BA 1 206 1 315 2 206 3 257 4 209 11 231 c. 2 BR, 1 BA 1 354 6 208 7 229 d. 2 BR, 2 BA 0 - e. Totals 20%1 2 7 3 10 0 0 23 2. EXTREMELY LOW: 21-25% OF MEDIAN a. Studio 13 255 13 255 b. 1 BR, 1 BA 5 274 10 379 2 285 6 341 17 290 2 288 1 291 43 316 c. 2 BR, 1 BA 2 307 6 301 8 302 d. 2 BR, 2 BA 0 - e. Totals 21-25%7 10 15 6 23 2 1 64 3. EXTREMELY LOW: 26-30% OF MEDIAN a. Studio 7 325 7 325 b. 1 BR, 1 BA 3 363 7 460 3 358 3 419 9 363 3 361 2 364 30 390 c. 2 BR, 1 BA 1 496 5 390 6 408 d. 2 BR, 2 BA 0 - e. Totals 26-30%3 8 10 3 14 3 2 43 Total extremely low =11 20 32 12 47 5 3 130 Percent of total 40.74%27.78%47.76%44.44%31.33%33.33%23.08%35.04% 4. VERY LOW: 31-35% OF MEDIAN a. Studio 5 390 5 390 b. 1 BR, 1 BA 3 442 4 531 5 442 5 501 14 439 5 444 3 443 39 458 c. 2 BR, 1 BA 2 620 7 478 9 509 d. 2 BR, 2 BA 0 - e. Totals 31-35%3 6 10 5 21 5 3 53 5. VERY LOW: 36-40% OF MEDIAN a. Studio 3 459 3 459 b. 1 BR, 1 BA 5 518 8 599 2 571 16 523 1 524 2 521 34 543 c. 2 BR, 1 BA 1 573 6 563 7 565 d. 2 BR, 2 BA 0 - e. Totals 36-40%6 8 3 2 22 1 2 44 6. VERY LOW: 41-45% OF MEDIAN a. Studio 5 528 5 528 b. 1 BR, 1 BA 1 600 6 691 5 600 2 664 12 599 2 603 1 606 29 623 c. 2 BR, 1 BA 1 797 10 650 11 664 d. 2 BR, 2 BA 0 - e. Totals 41-45%1 7 10 2 22 2 1 45 7. VERY LOW: 46-50% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 3 664 8 772 2 666 1 732 5 669 1 671 2 669 22 708 c. 2 BR, 1 BA 2 850 2 732 4 791 d. 2 BR, 2 BA 0 - e. Totals 46-50%3 10 2 1 7 1 2 26 Total very low =13 31 25 10 72 9 8 168 ·Percent of total 48.15%43.06%37.31%37.04%48.00%60.00%61.54%45.28% 8. LOWER: 51-55% OF MEDIAN a. Studio 3 651 3 651 b. 1 BR, 1 BA 1 757 5 827 1 757 1 821 5 755 1 760 14 786 c. 2 BR, 1 BA 4 825 4 825 d. 2 BR, 2 BA 0 - e. Totals 51-55%1 5 4 1 9 1 0 21 9. LOWER: 56-60% OF MEDIAN a. Studio 1 735 1 735 b. 1 BR, 1 BA 4 945 3 815 2 847 6 834 2 842 17 859 c. 2 BR, 1 BA 1 1,063 1 1,063 d. 2 BR, 2 BA 0 - e. Totals 56-60%0 5 4 2 6 0 2 19 CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA May-24 6/20/2024 PUEBLOS TOTALS SAGE CREST SR. 5/01/2024 Page 1 of 2 Rpt #1 Senior 4.24 91 REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT PALM DESERT HOUSING AUTHORITY MAY 2024 REPORT "SENIOR PROPERTIES" 30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA PUEBLOS TOTALS SAGE CREST SR. 10. LOWER: 61-65% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 1 891 4 1,088 7 1,019 12 1,031 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 61-65%1 4 0 0 7 0 0 12 11. LOWER: 66-70% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 3 1,283 1 1,133 1 1,217 5 1,240 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 66-70%0 3 1 0 1 0 0 5 12. LOWER: 71-75% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 2 1,202 2 1,202 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 71-75%0 2 0 0 0 0 0 2 13. LOWER: 76-80% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 1 1,398 1 1,292 2 1,345 c. 2 BR, 1 BA 1 1,532 1 1,532 d. 2 BR, 2 BA 0 - e. Totals 76-80%0 1 0 0 2 0 0 3 Total lower =2 20 9 3 25 1 2 62 Percent of total 7.41%27.78%13.43%11.11%16.67%6.67%15.38%16.71% 14. MODERATE: 81-120% OF MEDIAN a. Studio 1 1,281 1 1,281 b. 1 BR, 1 BA 2 1,376 3 1,240 5 1,294 c. 2 BR, 1 BA 1 1,751 3 1,654 4 1,678 d. 2 BR, 2 BA 1 1,751 1 1,751 Total moderate =1 1 1 2 6 0 0 11 Percent of total 3.70%1.39%1.49%7.41%4.00%0.00%0.00%2.96% 15. Total units occupied:27 72 67 27 150 15 13 371 16. Occupancy rate =90%99%93%100% 100%100%93%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% 5/01/2024 Page 2 of 2 Rpt #1 Senior 4.24 92 MAY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:May-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:6/20/2024 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 80 33 26 11 190 23 13 6 382 Total rental income 36,897 12,885 12,454 4,921 86,892 11,585 7,030 3,431 176,095 Per occupied unit 461 390 479 447 457 504 541 572 461 LOWER: 51% --> 55% Occupied units 11 4 4 3 31 5 1 1 60 Total rental income 8,603 2,485 3,094 2,498 25,920 4,127 811 841 48,379 Per occupied unit 782 621 774 833 836 825 811 841 806 LOWER: 56% --> 60% Occupied units 12 2 2 1 29 2 1 2 51 Total rental income 10,418 1,601 1,780 929 26,265 1,886 917 1,858 45,654 Per occupied unit 868 801 890 929 906 943 917 929 895 LOWER: 61% --> 65% Occupied units 6 1 - 2 37 2 2 - 50 Total rental income 6,679 785 - 2,228 40,577 2,170 2,211 54,650 Per occupied unit 1,113 785 1,114 1,097 1,085 1,106 1,093 LOWER: 66% --> 70% Occupied units 3 2 3 2 21 2 1 1 35 Total rental income 3,750 1,860 3,874 2,708 27,558 2,572 1,342 1,291 44,955 Per occupied unit 1,250 930 1,291 1,354 1,312 1,286 1,342 1,291 1,284 LOWER: 71% --> 75% Occupied units 3 2 3 - 8 - - 1 17 Total rental income 3,975 1,620 4,312 11,184 1,461 22,552 Per occupied unit 1,325 810 1,437 1,398 1,461 1,327 LOWER: 76% --> 80% Occupied units 2 1 1 - 3 - - - 7 Total rental income 2,650 1,213 1,544 4,145 9,552 Per occupied unit 1,325 1,213 1,544 1,382 1,365 LOWER: 51% --> 80% Occupied units 37 12 13 8 129 11 5 5 220 Total rental income 36,075 9,564 14,604 8,363 135,649 10,755 5,281 5,451 225,742 Per occupied unit 975 797 1,123 1,045 1,052 978 1,056 1,090 1,026 MODERATE: 81% --> 120% Occupied units 22 17 6 3 53 1 2 3 107 Total rental income 29,038 22,226 9,362 4,792 78,785 1,751 3,502 4,792 154,248 Per occupied unit 1,320 1,307 1,560 1,597 1,487 1,751 1,751 1,597 1,442 Summary Income: Rental 108,912 39,940 36,580 16,590 314,010 25,240 17,303 15,124 556,085 Other Income: Laundry 496 737 313 446 3,278 435 139 224 6,068 Other 680 310 110 50 1,440 150 100 - 2,840 Total Operating Income 110,087 40,987 37,003 17,086 318,728 25,825 17,542 15,348 564,993 Occupied Units 139 62 45 22 372 35 20 14 709 Income per occupied unit 792 661 822 777 857 738 877 1,096 797 EXPENSES Operating Expenses: Payroll 23,027 7,924 10,708 2,709 75,399 6,371 2,409 2,753 131,300 Per occupied unit 166 128 238 123 203 182 120 197 185 Administrative 9,600 3,728 2,468 1,365 27,963 1,800 996 913 48,834 Per occupied unit 69 60 55 62 75 51 50 65 69 Advertising/Promotion - - - - 86 - - - 86 Per occupied unit - - - - 0 - - - 0 Contract Services 4,697 54 2,635 32 10,054 821 1,196 32 19,521 Per occupied unit 34 1 59 1 27 23 60 2 28 Utility Services 13,312 2,890 1,903 1,375 27,727 1,786 981 783 50,758 Per occupied unit 96 47 42 62 75 51 49 56 72 Maintenance 9,157 7,032 3,363 247 36,698 425 3,302 260 60,484 Per occupied unit 66 113 75 11 99 12 165 19 85 Replacement expense 4,480 633 1,566 11,069 (11) - 645 - 18,382 Per occupied unit 32 10 35 503 (0) - 32 - 26 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - - Total Operating Expenses 64,273 22,262 22,643 16,796 177,917 11,203 9,530 4,742 329,364 Per occupied unit 462 359 503 763 478 320 476 339 465 Summary Revenue and Expenses Total Operating Income 110,087 40,987 37,003 17,086 318,728 25,825 17,542 15,348 582,607 Total Operating Expenses 64,273 22,262 22,643 16,796 177,917 11,203 9,530 4,742 329,364 NEIGHBORS 5/01/2024 Page 1 of 2 Rpt #2 Multi-Family 4.24 93 MAY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:May-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:6/20/2024 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 NEIGHBORS Monthly Net Operating Income 45,814 18,726 14,360 291 140,811 14,621 8,012 10,607 253,243 Per occupied unit 330 302 319 13 379 418 401 758 357 FYTD Net Operating Income* 288,471 95,455 54,274 30,578 868,486 96,064 47,817 6,301 1,487,447 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 * 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). 5/01/2024 Page 2 of 2 Rpt #2 Multi-Family 4.24 94 MAY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:May-24 "SENIOR PROPERTIES "REPORTED BY: CYNDI KARP REPORT DATE:6/20/2024 CANDLEWOOD CARLOS CATALINA LA ROCCA LAS PUEBLOS SAGECREST MONTHLY INCOME LEVEL AVAILABLE ORTEGA GARDENS VILLAS SERENAS SR.TOTALS OF OCCUPANT UNITS 30 73 72 27 150 15 14 381 REVENUE VERY LOW: Up to 50% Occupied units 24 51 57 22 119 14 11 298 Total rental income 10,362 29,140 21,071 9,784 53,770 6,279 5,334 135,740 Per occupied unit 432 571 370 445 452 449 485 456 LOWER: 51% --> 55% Occupied units 1 5 4 1 9 1 - 21 Total rental income 757 4,135 2,711 821 7,072 760 16,256 Per occupied unit 757 827 678 821 786 760 774 LOWER: 56% --> 60% Occupied units - 5 4 2 6 - 2 19 Total rental income - 4,843 3,181 1,694 5,002 1,684 16,404 Per occupied unit 969 795 847 834 842 863 LOWER: 61% --> 65% Occupied units 1 4 - - 7 - - 12 Total rental income 891 4,352 7,132 12,375 Per occupied unit 891 1,088 1,019 1,031 LOWER: 66% --> 70% Occupied units - 3 1 - 1 - - 5 Total rental income 3,848 1,133 1,217 6,198 Per occupied unit 1,283 1,133 1,217 1,240 LOWER: 71% --> 75% Occupied units - 2 - - - - - 2 Total rental income 2,404 - - 2,404 Per occupied unit 1,202 1,202 LOWER: 76% --> 80% Occupied units - 1 - - 2 - - 3 Total rental income 1,398 2,824 4,222 Per occupied unit 1,398 1,412 1,407 LOWER: 51% --> 80% Occupied units 2 20 9 3 25 1 2 62 Total rental income 1,648 20,980 7,025 2,515 23,247 760 1,684 57,859 Per occupied unit 824 1,049 781 838 930 760 842 933 MODERATE: 81% --> 120% Occupied units 1 1 1 2 6 - - 11 Total rental income 1,751 1,751 1,281 2,751 8,680 16,214 Per occupied unit 1,751 1,751 1,281 1,376 1,447 1,474 Summary Income: Rental 13,472 50,736 32,045 14,713 88,342 7,039 7,018 209,813 Other Income: Laundry - - 163 - 667 - - 831 Other - 70 300 (27) (65) 25 - 303 Total operating income 13,472 50,806 32,508 14,686 88,945 7,064 7,018 210,947 Occupied Units 27 72 67 27 150 15 13 371 Income per occupied unit 499 706 485 544 593 471 540 569 EXPENSES Operating Expenses: Payroll 7,297 7,944 12,344 6,683 16,539 3,069 2,588 56,464 Per occupied unit 270 110 184 248 110 205 199 152 Administrative 4,020 4,222 4,610 1,715 8,776 751 897 24,990 Per occupied unit 149 59 69 64 59 50 69 67 Advertising/promotion 76 214 - - - - - 290 Per occupied unit 3 3 - - - - - 1 Contract services 1,233 2,812 2,223 1,777 4,773 386 465 13,669 Per occupied unit 46 39 33 66 32 26 36 37 Utility services 2,809 9,339 4,925 5,683 15,510 936 1,043 40,244 5/01/2024 Page 1 of 2 Rpt #2 Senior 4.24 95 MAY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:May-24 "SENIOR PROPERTIES "REPORTED BY: CYNDI KARP REPORT DATE:6/20/2024 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 Per occupied unit 104 130 74 210 103 62 80 108 Maintenance 8,545 3,192 11,044 422 4,948 964 1,448 30,562 Per occupied unit 316 44 165 16 33 64 111 82 Replacement expense - - 613 - 12,619 - 725 13,957 Per occupied unit - - 9 - 84 - 56 38 Capital expense - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 23,980 27,722 35,758 16,279 63,165 6,105 7,167 180,177 Per occupied unit 888 385 534 603 421 407 551 486 Summary Revenue and Expenses Total Operating Income 13,472 50,806 32,508 14,686 88,945 7,064 7,018 214,499 Total Operating Expenses 23,980 27,722 35,758 16,279 63,165 6,105 7,167 180,177 Monthly Net Operating Income (10,508) 23,084 (3,251) (1,593) 25,779 959 (149) 34,322 Per occupied unit (389) 321 (49) (59) 172 64 (11) 93 FYTD Net Operating Income* (54,244) 90,049 (111,315) (56,967) 300,738 (12,493) 126 155,894 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) 5/01/2024 Page 2 of 2 Rpt #2 Senior 4.24 96 Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: September 11, 2024 PREPARED BY: Damian Olivares, Senior Administrative Assistant SUBJECT: FALKENBERG / GILLIAM ASSOCIATES STAFF AND RESIDENT ACTIVITY PRESENTATION RECOMMENDATION: Receive and file FGA Staff and Resident Activity Presentation. ATTACHMENTS: 1. FGA Staff and Resident Activity Presentation. 97 98 FGA Staff and Resident Activity Presentation 1. FGA - 2024 Property Management Conference 2. Neighborhood Watch Program Meetings 3. Resident Activity 99 FGA – 2024 Property Manager Conference •FGA’s annual property manager meeting was held at Casino Morongo from June 21 - June 24, 2024. •First year property management from Palm Desert attended. •Conference Presenters included: o Certification Specialist - Shirley Braginton: Income Certification process o Project Administrator - Eddie Cedeno: Not to Exceed Contracts and procurement process o KTS Attorney – Tracy Merrell: Fair Housing training and state/federal updates. 100 101 Neighborhood Watch Program •Neighborhood Watch Meeting held at: o Carlos Ortega Villas (21 residents attended) o Las Serenas (35 residents attended) •Crime Prevention Officer Stacey Austin of the Riverside County Sheriff’s Department hosted the meetings. 102 Carlos Ortega Neighborhood Watch Meeting – April 23, 2024 103 Las Serenas Neighborhood Watch Meeting – May 2, 2024 104 RESIDENT ACTIVITY CARLOS ORTEGA VILLAS COFFEE AND DONUT EVENT 105 Carlos Ortega Villas coffee and donut event On June 14, Carlos Ortega Villas hosted a coffee and donut event, marking the reopening of its doors for seniors and staff to reconnect. The well-attended gathering brought social activities back to the community, with attendees enjoying donuts and lively conversations. 106 RESIDENTS ENJOYING THE GATHERING 107 108 109 110 HOUSING COMMISSION Year 2024 2024 2024 2024 2024 2024 2024 2023 2023 2023 2023 Month Jul Jun May Apr Mar Feb Jan Dec Nov Oct Sept Day - 12 8 10 13 - 10 13 - 11 - Bauer, Kathleen - E P P P - P P - P - 0 1 Buller, Jan - P E P P - P P - E - 0 1 Docken, Olivia - P P P A - P P - P N/A 1 1 Firestine, Andrew - N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Moore, Dominic - P P P P - P P - P N/A 0 0 Morrison, Melody - P P P P - P P - P - 0 0 Siddiq, Franchon-Marie - P P E P - P P - P - 0 1 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 111