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HomeMy WebLinkAbout2024-10-09 HC Regular Meeting Agenda Packet HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY REGULAR MEETING AGENDA Wednesday, October 9, 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.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. 4.CONSENT CALENDAR All matters listed on the Consent Calendar are considered routine and may be approved by one motion. The public may comment on any items on the Consent Agenda within the three-minute time limit. Individual items may be removed by the Housing Commission for a separate discussion. RECOMMENDATION: To approve the consent calendar as presented. 4.a APPROVAL OF MINUTES 5 RECOMMENDATION: Approve the Minutes of September 11, 2024. 4.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR AUGUST 2024 11 RECOMMENDATION: Receive and file the Home Improvement Program Activity Report for August 2024. 5.CONSENT ITEMS HELD OVER 6.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. None. 7.INFORMATIONAL REPORTS & COMMENTS 7.a FALKENBERG/GILLIAM & ASSOCIATES (FGA) MONTHLY REPORTS FOR JUNE AND JULY 2024 15 7.b HOUSING COMMISSIONERS 7.c CITY COUNCIL LIAISON 7.d CITY STAFF 7.e ATTENDANCE REPORT 59 8.ADJOURNMENT The next Regular Meeting will be held on November 13, 2024, at 3:30 p.m. 2 9.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. Remote Location: Pursuant to traditional Brown Act teleconferencing requirements, the teleconference location must be listed on the agenda and be accessible to the public. Commissioner Morrison may participate remotely from the Carlos Ortega Villas Resident Services Building located at 77915 Avenue of the States, Palm Desert, CA 92211. 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 3 4 Housing Commission Meeting HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY REGULAR MEETING MINUTES September 11, 2024, 3:30 p.m. Present: Commissioner Jann Buller, Commissioner Olivia Docken*, Commissioner Andy Firestine, Commissioner Dominic Moore, Commissioner Melody Morrison, Vice Chair Franchon-Marie Siddiq, Chair Kathleen Bauer *Commissioner Docken arrived at 3:34 p.m. Staff Present: Management Analyst Celina Cabrera, Senior Contract and Grant Analyst Joe Barron, Recording Secretary Erika Castellano Liaison(s) Present: City Council Liaison, Kathleen Kelly 1.CALL TO ORDER A Regular Meeting of the Housing Commission was called to order by Chair Bauer on September 11, 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.ELECTION OF HOUSING COMMISSION CHAIRPERSON AND VICE-CHAIRPERSON Motion by: Commissioner Morrison Seconded by: Vice Chair Siddiq To elect Committee Member Bauer as Chairperson. Motion Carried (6 to 0) Motion by: Commissioner Buller Seconded by: Chair Bauer To elect Committee Member Siddiq as Vice-Chairperson. Motion Carried (6 to 0) 4.NON-AGENDA PUBLIC COMMENTS None. 5 Housing Commission Meeting Housing Commission Meeting Minutes September 11, 2024 2 5. CONSENT CALENDAR Commissioner Docken arrived at this point of the meeting. Motion by: Vice Chair Siddiq Seconded by: Chair Bauer To approve the consent calendar as presented. Motion Carried (7 to 0) 5.a APPROVAL OF MINUTES Motion by: Vice Chair Siddiq Seconded by: Chair Bauer Approve the Minutes of June 12, 2024. Motion Carried 5.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORTS FROM APRIL TO JULY 2024 Motion by: Vice Chair Siddiq Seconded by: Chair Bauer Receive and file the Home Improvement Program Activity Reports from April to July 2024. Motion Carried 5.c RATIFY CHANGE ORDER NO. 4 FOR THE ONE QUAIL PLACE PARKING LOT REHABILITATION PROJECT NO. CHA00003 (812-20) Motion by: Vice Chair Siddiq Seconded by: Chair Bauer 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. Motion Carried 6 Housing Commission Meeting Housing Commission Meeting Minutes September 11, 2024 3 5.d RECEIVE AND FILE 2024 PALM DESERT HOUSING AUTHORITY INCOME LIMITS Motion by: Vice Chair Siddiq Seconded by: Chair Bauer Receive and file 2024 PDHA income limits. Motion Carried 6. CONSENT ITEMS HELD OVER None. 7. ACTION CALENDAR 7.a RATIFY TKE ENGINEERING, INC., FOR ON-CALL CONSTRUCTION MANAGEMENT SERVICES FOR THE HOUSING AUTHORITY PROPERTIES Management Analyst Cabrera provided a staff report and responded to member inquiries. Commissioner Morrison was absent during this vote due to technical issues. Motion by: Commissioner Firestine Seconded by: Commissioner Docken Recommend to the Palm Desert Housing Authority: 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. Motion Carried (6 to 0) Commissioner Morrison rejoined the meeting at this time. 7.b REJECT ALL PROPOSALS SUBMITTED FOR COURTESY PATROL SERVICES AT HOUSING AUTHORITY PROPERTIES Management Analyst Cabrera provided a staff report and responded to member inquiries. Motion by: Chair Bauer Seconded by: Commissioner Docken 7 Housing Commission Meeting Housing Commission Meeting Minutes September 11, 2024 4 Recommend the Palm Desert Housing Authority: 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. NOES (3): Commissioner Moore, Commissioner Morrison, and Vice Chair Siddiq Motion Carried (4 to 3) 7.c ADOPT RESOLUTIONS AMENDING AND RESTATING THE BYLAWS FOR THE PALM DESERT HOUSING AUTHORITY AND PALM DESERT HOUSING COMMISSION Management Analyst Cabrera provided a staff report and responded to member inquiries. Motion by: Commissioner Buller Seconded by: Commissioner Docken Recommend the Palm Desert Housing Authority: 1. Waive further reading and adopt a Resolution, amending and restating the bylaws for the Palm Desert Housing Authority. 2. Waive further reading and adopt a Resolution, amending and restating the bylaws for the Palm Desert Housing Commission. NOES (1): Vice Chair Siddiq Motion Carried (6 to 1) 7.d HOMELESSNESS TASKFORCE LIAISON FOR FISCAL YEAR 2024-2025 Motion by: Chair Bauer Seconded by: Commissioner Docken Appoint Vice-Chair Siddiq as liaison to the Homelessness Taskforce for Fiscal Year 2024/25. Motion Carried (7 to 0) 8. INFORMATIONAL REPORTS & COMMENTS 8.a FALKENBERG/GILLIAM & ASSOCIATES (FGA) MONTHLY REPORTS Representative of Falkenberg/Gilliam & Associates, Cindy Karp, provided the reports for April and May 2024. 8 Housing Commission Meeting Housing Commission Meeting Minutes September 11, 2024 5 8.b HOUSING COMMISSIONERS Vice-Chair Siddiq expressed gratitude for the efforts being made to enhance resident security and voiced concerns about privacy issues related to the use of cameras. 8.c CITY COUNCIL LIAISON Councilmember Kelly welcomed Commissioner Firestine to the Commission. 8.d CITY STAFF None. 8.e ATTENDANCE REPORT Report provided; no action taken on this item. 9. ADJOURNMENT The Housing Commission adjourned at 4:43 p.m. 10. PUBLIC NOTICES _________________________ Erika Castellano, Sr. Administrative Assistant Recording Secretary _________________________ Celina Cabrera, Management Analyst Secretary _________________________ DATE APPROVED BY HOUSING COMMISSION 9 Housing Commission Meeting 10 Housing Commission Meeting Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: October 9, 2024 PREPARED BY: Daniel Mora, Senior Administrative Assistant SUBJECT: HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR AUGUST 2024 RECOMMENDATION: Receive and file the Home Improvement Program Activity Report for August 2024. FINANCIAL IMPACT: There is no financial impact with this request. ATTACHMENTS: 1. Home Improvement Activity Report for August 2024 11 Housing Commission Meeting 12 Housing Commission Meeting Home Improvement Program Activity Report Month of: August 2024 Inquiries (call, email, walkin) 2 Applications Provided 2 Applications Received 1 Eligible 0 Ineligible (does not meet program criteria) 1 Referral to Energy Savings Assistance Program 0 Referral to Brush with Kindness 0 13 Housing Commission Meeting 14 Housing Commission Meeting Page 1 of 3 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: October 9, 2024 PREPARED BY: Cyndi Karp, FGA Regional Supervisor SUBJECT: JUNE 2024 – MONTHLY LEASE REPORT BACKGROUND/ANALYSIS: Palm Desert Housing Authority Properties Monthly Report include detailed financial occupancy metrics. June 2024 is discussed here. 1. Monthly Occupancy Status: Summary of monthly occupancy. Includes new waitlist applicants and rectification of current residents. Monthly Occupancy Status - June 2024 Multi-Family Senior Total Units 733 381 Occupied Units 710 373 Unoccupied Units 23 8 Pending Leases 13 6 Wait List Contacted 305 190 New Applications Qualified 323 11 Not Qualified 5 4 Recertification Packets 49 45 15 Housing Commission Meeting Housing Commission Palm Desert Housing Authority June 2024 Monthly Lease Report Page 2 of 3 2. Monthly Occupancy and Average Rent Summary: Average Rent by Income Category. Monthly Occupancy and Average Rent Summary- June 2024 MULTI-FAMILY PROPERTIES Area Median Income Category June 2024 Number of Units June 2024 Average Monthly Rent June 2023 Number of Units June 2023 Average Monthly Rent Extremely Low 0-30% 181 $315 173 $314 Very Low 31-50% 207 $595 186 $598 Low 51-80% 217 $1,037 211 $978 Moderate 81-120% 105 $1,462 136 $1,286 Overall Average Rent 710 $852 706 $794 Monthly Occupancy and Average Rent Summary- June 2024 Senior Properties Area Median Income Category June 2024 Number of Units June 2024 Average Monthly Rent June 2023 Number of Units June 2023 Average Monthly Rent Extremely Low 0-30% 135 $310 122 $315 Very Low 31-50% 164 $569 163 $549 Low 51-80% 62 $930 68 $936 Moderate 81-120% 12 $1,459 15 $1,235 Overall Average Rent 373 $817 368 $759 3. Monthly Occupancy and Average Rent Statement: A breakdown of the Average Rent Summary report, and overall occupancy calculation. Overall Occupancy Multi- Family Properties 98% Senior Properties 98% 16 Housing Commission Meeting Housing Commission Palm Desert Housing Authority June 2024 Monthly Lease Report Page 3 of 3 4. Monthly Net Operating Income (NOI): Financial performance of the properties. Net Operating Summary for June 2024 Multi-Family Senior Total Revenue $814,594 $416,716 Total Expenses $394,692 $163,584 Net Operating Income $419,902 $253,132 FYTD Net Operating Income* *Excludes Replacement and Capital Expenses and Corresponding Reimbursement, where applicable, since these are paid from reserve funds Multi-Family Senior Current FYTD 2025 NOI $1,942,199 $467,542 PYFY NOI through 6/30/2024 $1,825,701 $255,384 FINANCIAL IMPACT: There is no financial impact with this request. ATTACHMENTS: 1. Monthly Occupancy Status Report 2. Average Rent Summary 3. Average Rent Statement 4. Monthly Net Operating Statement 17 Housing Commission Meeting 18 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JUNE 2024 REPORT REPORTING MONTH: June-24 REPORT DATE: 7/20/24 "MULTI-FAMILY PROPERTIES"Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 California Villas a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 b. Unoccupied Units 4 3 1 3 4 6 2 1 3 5 2 0 c. Occupied Units 137 138 140 138 137 135 139 140 137 136 139 141 d. Pending Leases 3 3 3 6 5 3 2 1 2 5 1 0 e. Ending Occupied & Pre-leased 140 141 143 144 142 138 141 141 139 141 140 141 f. Down Units 1 1 1 1 1 1 0 0 0 0 0 0 g. Number of Wait List Contactees 200 130 100 120 130 130 10 20 40 30 15 30 h. Re-Cert Pkts Sent Out During Month 5 13 13 13 13 12 6 13 13 14 16 4 i. Number of Traffic Qualified 10 15 25 30 10 15 12 25 30 20 25 30 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 5 3 3 3 3 3 2 2 2 4 2 2 c. Occupied Units 59 61 61 61 61 61 62 62 62 60 62 62 d. Pending Leases 2 1 1 1 0 1 0 1 1 2 1 1 e. Ending Occupied & Pre-leased 61 62 62 62 61 62 62 63 63 62 63 63 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 72 70 46 42 62 65 79 51 53 58 79 56 h. Re-Cert Pkts Sent Out During Month 2 9 2 7 4 3 4 5 5 2 5 4 i. Number of Traffic Qualified 9 44 9 8 6 11 22 24 17 22 31 28 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 3 3 5 5 5 2 2 3 2 3 3 c. Occupied Units 46 45 45 43 43 43 46 46 46 46 45 45 d. Pending Leases 2 2 1 3 4 5 1 2 1 1 3 1 e. Ending Occupied & Pre-leased 48 47 46 46 47 48 47 48 47 47 48 46 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 30 40 35 40 45 20 30 25 30 35 40 30 h. Re-Cert Pkts Sent Out During Month 1 2 5 5 2 5 4 4 1 3 4 2 i. Number of Traffic Qualified 40 35 30 25 30 25 35 40 30 30 35 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 0 0 0 0 0 0 1 2 0 0 2 2 c. Occupied Units 24 24 24 24 24 24 23 22 24 24 22 22 d. Pending Leases 0 0 0 0 0 0 0 2 0 0 0 1 e. Ending Occupied & Pre-leased 24 24 24 24 24 24 23 24 24 24 22 23 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 54 26 0 0 56 49 h. Re-Cert Pkts Sent Out During Month 2 1 1 0 3 1 1 2 1 3 1 1 i. Number of Traffic Qualified 6 10 6 7 8 5 11 8 11 16 23 111 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 11 10 17 17 17 16 16 17 16 9 13 13 c. Occupied Units 373 374 367 367 367 368 368 367 368 375 371 371 d. Pending Leases 12 13 12 9 9 11 9 6 9 2 3 8 e. Ending Occupied & Pre-leased 385 387 379 376 376 379 377 373 377 377 377 379 f. Down Units 3 2 7 8 9 9 8 0 0 8 7 0 g. Number of Wait List Contactees 238 128 157 119 125 69 81 180 210 198 82 85 h. Re-Cert Pkts Sent Out During Month 26 20 23 32 21 26 30 34 23 28 24 36 i. Number of Traffic Qualified 126 32 47 50 78 63 44 92 57 91 87 75 j. Number of Traffic Non-Qualified 6 14 8 15 2 1 5 2 4 9 3 5 6/01/24 Page 1 of 2 MOS Multi-Family 6.24 19 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JUNE 2024 REPORT "MULTI-FAMILY PROPERTIES"Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 b. Unoccupied Units 1 2 1 0 1 1 1 0 0 1 1 1 c. Occupied Units 35 34 35 36 35 35 35 36 36 35 35 35 d. Pending Leases 0 2 1 0 0 0 1 0 0 0 0 1 e. Ending Occupied & Pre-leased 35 36 36 36 35 35 36 36 36 35 35 36 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 20 20 25 10 0 0 20 25 10 25 30 35 h. Re-Cert Pkts Sent Out During Month 2 3 4 2 3 2 2 2 2 1 4 2 i. Number of Traffic Qualified 20 25 20 15 10 15 10 15 15 15 20 25 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 3 2 1 2 2 2 2 2 2 1 0 0 c. Occupied Units 17 18 19 18 18 18 18 18 18 19 20 20 d. Pending Leases 3 2 1 1 1 1 1 2 0 0 0 0 e. Ending Occupied & Pre-leased 20 20 20 19 19 19 19 20 18 19 20 20 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 20 20 25 30 20 20 20 25 20 25 25 20 h. Re-Cert Pkts Sent Out During Month 2 3 0 2 1 1 0 2 0 3 0 0 i. Number of Traffic Qualified 5 25 20 25 20 20 10 10 10 15 20 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 1 1 1 2 2 1 2 2 2 2 2 c. Occupied Units 15 15 15 15 14 14 15 14 14 14 14 14 d. Pending Leases 0 1 0 0 1 1 0 0 1 0 0 1 e. Ending Occupied & Pre-leased 15 16 15 15 15 15 15 14 15 14 14 15 f. Down Units 0 0 0 1 1 1 1 0 0 0 1 0 g. Number of Wait List Contactees 0 0 0 39 0 0 0 0 0 0 39 0 h. Re-Cert Pkts Sent Out During Month 1 1 1 0 1 1 3 1 0 2 0 0 i. Number of Traffic Qualified 6 6 4 9 4 5 6 8 8 11 17 9 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733 b. Unoccupied Units 27 24 27 31 34 35 27 28 28 24 25 23 c. Occupied Units 706 709 706 702 699 698 706 705 705 709 708 710 d. Pending Leases 22 24 19 20 20 22 14 14 14 10 8 13 e. Ending Occupied & Pre-leased 728 733 725 722 719 720 720 719 719 719 719 723 f. Down Units 5 4 9 11 12 12 10 1 1 9 9 1 g. Number of Wait List Contactees 580 408 388 400 382 304 294 352 363 371 366 305 h. Re-Cert Pkts Sent Out During Month 41 52 49 61 48 51 50 63 45 56 54 49 i. Number of Traffic Qualified 222 192 161 169 166 159 150 222 178 220 258 323 j. Number of Traffic Non-Qualified 6 14 8 15 2 1 5 2 4 9 3 5 6/01/24 Page 2 of 2 MOS Multi-Family 6.24 20 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JUNE 2024 REPORT REPORTING MONTH: June-24 REPORT DATE: 7/20/24 "SENIOR PROPERTIES"Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-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 3 4 4 3 3 1 c. Occupied Units 28 28 28 28 28 28 27 26 26 27 27 29 d. Pending Leases 0 0 0 0 0 0 0 0 0 1 0 1 e. Ending Occupied & Pre-leased 28 28 28 28 28 28 27 26 26 28 27 30 f. Down Units 2 2 2 2 2 2 2 0 0 1 2 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 4 3 3 6 2 2 3 0 3 2 4 3 i. Number of Traffic Qualified 2 0 0 2 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 Carlos Ortega a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 b. Unoccupied Units 0 1 1 1 0 0 1 2 2 2 1 1 c. Occupied Units 73 72 72 72 73 73 72 71 71 71 72 72 d. Pending Leases 0 0 1 1 0 0 0 0 1 1 1 1 e. Ending Occupied & Pre-leased 73 72 73 73 73 73 72 71 72 72 73 73 f. Down Units 0 0 0 0 0 0 1 0 0 0 0 0 g. Number of Wait List Contactees 49 44 54 33 30 30 28 40 16 16 20 20 h. Re-Cert Pkts Sent Out During Month 2 6 3 3 3 3 9 9 7 6 11 12 i. Number of Traffic Qualified 0 3 4 5 3 3 1 2 3 2 1 2 j. Number of Traffic Non-Qualified 1 1 2 1 2 2 0 2 0 0 1 1 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 b. Unoccupied Units 3 4 4 4 5 5 6 5 5 4 5 3 c. Occupied Units 69 68 68 68 67 67 66 67 67 68 67 69 d. Pending Leases 1 1 2 2 3 3 2 0 1 0 5 2 e. Ending Occupied & Pre-leased 70 69 70 70 70 70 68 67 68 68 72 71 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 12 26 27 61 34 200 95 72 86 96 105 110 h. Re-Cert Pkts Sent Out During Month 5 10 10 5 7 7 4 3 3 6 5 7 i. Number of Traffic Qualified 3 5 3 3 1 12 2 3 3 4 5 4 j. Number of Traffic Non-Qualified 1 1 2 0 2 2 6 4 4 2 2 3 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 1 1 2 2 2 0 0 0 0 0 c. Occupied Units 27 27 26 26 25 25 25 27 27 27 27 27 d. Pending Leases 0 0 0 0 1 1 2 0 0 0 0 0 e. Ending Occupied & Pre-leased 27 27 26 26 26 26 27 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 68 47 62 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 1 2 0 3 2 1 1 1 4 3 1 3 i. Number of Traffic Qualified 13 22 18 7 8 0 4 6 7 2 1 1 j. Number of Traffic Non-Qualified 3 0 0 0 0 0 0 0 0 0 0 0 Las Serenas a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 b. Unoccupied Units 6 8 7 5 5 6 4 4 0 1 0 2 c. Occupied Units 144 142 143 145 145 144 146 146 150 150 150 148 d. Pending Leases 2 4 6 4 2 3 2 0 0 0 0 1 e. Ending Occupied & Pre-leased 146 146 149 149 147 147 148 146 150 150 150 149 f. Down Units 3 3 2 0 2 2 2 0 0 0 0 0 g. Number of Wait List Contactees 149 191 108 89 93 84 98 68 35 0 0 60 h. Re-Cert Pkts Sent Out During Month 14 10 10 10 11 7 11 5 5 8 13 18 i. Number of Traffic Qualified 38 37 34 42 36 5 36 46 51 49 25 4 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 6/01/2024 Page 1 of 2 MOS Senior 6.24 21 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JUNE 2024 REPORT "SENIOR PROPERTIES"Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-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 1 1 0 0 0 c. Occupied Units 15 15 15 15 15 15 15 14 14 15 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 14 14 15 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 3 1 1 3 3 0 0 0 0 0 4 1 i. Number of Traffic Qualified 2 0 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 1 1 0 1 1 c. Occupied Units 14 14 14 14 14 14 14 13 13 13 13 13 d. Pending Leases 0 0 0 0 0 0 0 0 0 0 1 1 e. Ending Occupied & Pre-leased 14 14 14 14 14 14 14 13 13 13 14 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 2 2 2 2 2 2 0 0 0 2 1 1 i. Number of Traffic Qualified 2 0 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 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 b. Unoccupied Units 11 15 15 13 14 15 16 17 13 10 10 8 c. Occupied Units 370 366 366 368 367 366 365 364 368 371 371 373 d. Pending Leases 3 5 9 7 6 7 6 0 2 2 7 6 e. Ending Occupied & Pre-leased 373 371 375 375 373 373 371 364 370 373 378 379 f. Down Units 5 5 4 2 4 4 5 0 0 1 2 0 g. Number of Wait List Contactees 210 261 189 251 204 376 221 180 137 112 125 190 h. Re-Cert Pkts Sent Out During Month 31 34 29 32 30 22 28 18 22 27 39 45 i. Number of Traffic Qualified 60 67 59 59 48 20 43 57 64 57 32 11 j. Number of Traffic Non-Qualified 5 2 4 1 4 4 6 6 4 2 3 4 6/01/2024 Page 2 of 2 MOS Senior 6.24 22 Housing Commission Meeting MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY JUNE 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 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 710 315 595 1,037 1,462 852 181 207 217 105 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 135 164 62 Senior Complexes Average Mo. RentNo. of Units 12 373 310 569 930 1,459 817 Page 1 Summary Rpt #1 6.24 23 Housing Commission Meeting 24 Housing Commission Meeting REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JUNE 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 6 242 2 211 1 209 14 233 23 232 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%6 3 2 1 21 3 0 0 36 2. EXTREMELY LOW: 21-25% OF MEDIAN a. Studio 7 277 7 277 b. 1 BR, 1 BA 23 319 7 291 4 300 30 300 64 306 c. 2 BR, 1 BA 7 330 3 331 3 305 13 324 d. 2 BR, 2 BA 1 309 14 330 15 328 e. Totals 21-25%23 14 4 1 51 3 3 0 99 3. EXTREMELY LOW: 26-30% OF MEDIAN a. Studio 1 340 1 340 b. 1 BR, 1 BA 10 394 1 364 2 377 11 386 24 387 c. 2 BR, 1 BA 2 391 2 410 3 407 1 379 1 391 9 399 d. 2 BR, 2 BA 4 401 8 410 12 407 e. Totals 26-30%10 1 5 4 21 3 1 1 46 Total extremely low =39 18 11 6 93 9 4 1 181 Percent of total 27.66%29.51%24.44%27.27%25.00%25.71%20.00%7.14%25.49% 4. VERY LOW: 31-35% OF MEDIAN a. Studio 3 414 1 414 4 414 b. 1 BR, 1 BA 12 475 3 446 10 469 25 469 c. 2 BR, 1 BA 1 488 3 505 4 494 1 474 1 486 10 494 d. 2 BR, 2 BA 3 487 10 503 13 499 e. Totals 31-35%12 6 2 3 23 4 1 1 52 5. VERY LOW: 36-40% OF MEDIAN a. Studio 2 483 2 483 b. 1 BR, 1 BA 10 555 1 527 1 522 7 536 19 545 c. 2 BR, 1 BA 3 572 7 594 3 564 3 563 1 570 17 578 d. 2 BR, 2 BA 11 593 11 593 e. Totals 36-40%10 3 4 0 25 3 3 1 49 6. VERY LOW: 41-45% OF MEDIAN a. Studio 4 547 4 547 b. 1 BR, 1 BA 13 621 1 606 3 608 13 602 30 611 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%13 5 5 2 29 6 3 1 64 7. VERY LOW: 46-50% OF MEDIAN a. Studio 2 598 1 612 3 603 b. 1 BR, 1 BA 9 702 1 683 8 693 18 697 c. 2 BR, 1 BA 1 732 2 740 5 759 2 768 3 728 1 740 14 748 d. 2 BR, 2 BA 7 758 7 758 e. Totals 46-50%9 3 4 0 20 2 3 1 42 Total very low =44 17 15 5 97 15 10 4 207 Percent of total 31.21%27.87%33.33%22.73%26.08%42.86%50.00%28.57%29.15% 8. LOWER: 51-55% OF MEDIAN a. Studio 3 679 1 690 4 682 b. 1 BR, 1 BA 11 782 1 772 7 773 19 778 c. 2 BR, 1 BA 1 816 15 852 4 829 1 811 1 841 22 844 d. 2 BR, 2 BA 3 833 10 850 13 846 e. Totals 51-55%11 3 3 3 32 4 1 1 58 9. LOWER: 56-60% OF MEDIAN a. Studio 1 759 1 759 b. 1 BR, 1 BA 11 872 2 842 1 851 9 853 23 861 c. 2 BR, 1 BA 2 929 5 940 3 930 4 914 14 929 d. 2 BR, 2 BA 1 929 14 942 15 941 e. Totals 56-60%11 3 3 1 28 3 0 4 53 NEIGHBORS Jun-24 7/20/2024 CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS 6/01/2024 Page 1 of 2 Rpt #1 Multi-Family 6.24 25 Housing Commission Meeting REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JUNE 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 NEIGHBORS CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS 10. LOWER: 61-65% OF MEDIAN a. Studio 1 785 1 785 b. 1 BR, 1 BA 6 1,113 14 1,067 20 1,081 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 14 1,188 16 1,179 e. Totals 61-65%6 1 0 2 34 2 2 0 47 11. LOWER: 66-70% OF MEDIAN a. Studio 1 1,018 1 1,018 b. 1 BR, 1 BA 3 1,250 1 1,229 6 1,226 10 1,233 c. 2 BR, 1 BA 3 1,333 4 1,353 1 728 1 1,342 1 1,291 10 1,277 d. 2 BR, 2 BA 2 1,354 11 1,360 13 1,359 e. Totals 66-70%3 1 4 2 21 1 1 1 34 12. LOWER: 71-75% OF MEDIAN a. Studio 2 1,172 2 1,172 b. 1 BR, 1 BA 3 1,325 2 1,232 5 1,288 c. 2 BR, 1 BA 2 1,461 1 1,400 1 1,461 4 1,446 d. 2 BR, 2 BA 5 1,464 5 1,464 e. Totals 71-75%3 2 2 0 8 0 0 1 16 13. LOWER: 76-80% OF MEDIAN a. Studio 1 1,213 1 1,213 b. 1 BR, 1 BA 2 1,325 3 1,260 5 1,286 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 5 0 0 0 9 Total lower =36 11 13 8 128 10 4 7 217 ·Percent of total 25.53%18.03%28.89%36.36%34.41%28.57%20.00%50.00%30.56% 14. MODERATE: 81-120% OF MEDIAN a. Studio 4 1,164 4 1,164 b. 1 BR, 1 BA 21 1,308 7 1,310 1 1,304 18 1,288 47 1,300 c. 2 BR, 1 BA 1 1,751 3 1,656 5 1,612 13 1,629 1 1,751 2 1,751 2 1,521 27 1,639 d. 2 BR, 2 BA 1 1,751 3 1,597 23 1,607 27 1,611 Total moderate =22 15 6 3 54 1 2 2 105 Percent of total 15.60%24.59%13.33%13.64%14.52%2.86%10.00%14.29%14.79% 15. Total units occupied:141 61 45 22 372 35 20 14 710 16. Occupancy rate =100%95%94%92%97%97%100%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% 6/01/2024 Page 2 of 2 Rpt #1 Multi-Family 6.24 26 Housing Commission Meeting REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JUNE 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 2 206 2 315 3 206 3 258 4 209 14 234 c. 2 BR, 1 BA 1 354 6 208 7 229 d. 2 BR, 2 BA 0 - e. Totals 20%2 3 8 3 10 0 0 26 2. EXTREMELY LOW: 21-25% OF MEDIAN a. Studio 15 254 15 254 b. 1 BR, 1 BA 5 272 8 390 2 285 6 345 18 283 2 288 1 291 42 312 c. 2 BR, 1 BA 2 307 5 302 7 303 d. 2 BR, 2 BA 0 - e. Totals 21-25%7 8 17 6 23 2 1 64 3. EXTREMELY LOW: 26-30% OF MEDIAN a. Studio 7 323 7 323 b. 1 BR, 1 BA 4 358 7 460 3 358 3 419 10 360 3 361 2 364 32 387 c. 2 BR, 1 BA 1 496 5 390 6 408 d. 2 BR, 2 BA 0 - e. Totals 26-30%4 8 10 3 15 3 2 45 Total extremely low =13 19 35 12 48 5 3 135 Percent of total 44.83%26.39%50.72%44.44%32.43%33.33%23.08%36.19% 4. VERY LOW: 31-35% OF MEDIAN a. Studio 4 390 4 390 b. 1 BR, 1 BA 3 442 5 535 5 442 5 506 12 444 5 444 3 446 38 464 c. 2 BR, 1 BA 2 620 7 478 9 509 d. 2 BR, 2 BA 0 - e. Totals 31-35%3 7 9 5 19 5 3 51 5. VERY LOW: 36-40% OF MEDIAN a. Studio 3 459 3 459 b. 1 BR, 1 BA 4 519 8 605 2 571 15 523 1 524 2 521 32 546 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 1 600 5 698 6 600 2 664 12 599 2 603 1 606 29 621 c. 2 BR, 1 BA 1 797 10 650 11 664 d. 2 BR, 2 BA 0 - e. Totals 41-45%1 6 11 2 22 2 1 45 7. VERY LOW: 46-50% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 3 664 8 772 2 668 1 732 5 669 1 671 2 669 22 708 c. 2 BR, 1 BA 2 850 2 728 4 789 d. 2 BR, 2 BA 0 - e. Totals 46-50%3 10 2 1 7 1 2 26 Total very low =12 31 25 10 69 9 8 164 ·Percent of total 41.38%43.06%36.23%37.04%46.62%60.00%61.54%43.97% 8. LOWER: 51-55% OF MEDIAN a. Studio 3 651 3 651 b. 1 BR, 1 BA 1 757 6 834 1 757 1 821 6 756 1 760 16 789 c. 2 BR, 1 BA 4 825 4 825 d. 2 BR, 2 BA 0 - e. Totals 51-55%1 6 4 1 10 1 0 23 9. LOWER: 56-60% OF MEDIAN a. Studio 2 735 2 735 b. 1 BR, 1 BA 4 945 2 821 2 847 6 839 2 842 16 865 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 Jun-24 7/20/2024 PUEBLOS TOTALS SAGE CREST SR.CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA 6/01/2024 Page 1 of 2 Rpt #1 Senior 6.24 27 Housing Commission Meeting REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JUNE 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 PUEBLOS TOTALS SAGE CREST SR.CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA 10. LOWER: 61-65% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 1 891 4 1,088 6 1,042 11 1,045 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 61-65%1 4 0 0 6 0 0 11 11. LOWER: 66-70% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 3 1,283 1 1,217 4 1,266 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 66-70%0 3 0 0 1 0 0 4 12. LOWER: 71-75% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 2 1,300 2 1,300 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 21 8 3 25 1 2 62 Percent of total 6.90%29.17%11.59%11.11%16.89%6.67%15.38%16.62% 14. MODERATE: 81-120% OF MEDIAN a. Studio 1 1,281 1 1,281 b. 1 BR, 1 BA 1 1,289 2 1,376 3 1,240 6 1,293 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 =2 1 1 2 6 0 0 12 Percent of total 6.90%1.39%1.45%7.41%4.05%0.00%0.00%3.22% 15. Total units occupied:29 72 69 27 148 15 13 373 16. Occupancy rate =97%99%96%100% 99%100%93%98% NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98% 6/01/2024 Page 2 of 2 Rpt #1 Senior 6.24 28 Housing Commission Meeting JUNE 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jun-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:7/20/2024 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 83 35 25 11 190 24 14 5 387 Total rental income 38,367 13,760 12,570 4,920 87,593 12,184 7,594 2,839 179,827 Per occupied unit 462 393 503 447 461 508 542 568 465 LOWER: 51% --> 55% Occupied units 11 3 3 3 32 4 1 1 58 Total rental income 8,603 2,037 2,278 2,499 26,696 3,316 811 841 47,081 Per occupied unit 782 679 759 833 834 829 811 841 812 LOWER: 56% --> 60% Occupied units 11 3 3 1 28 3 4 53 Total rental income 9,592 2,443 2,709 929 25,573 2,789 3,656 47,691 Per occupied unit 872 814 903 929 913 930 914 900 LOWER: 61% --> 65% Occupied units 6 1 - 2 34 2 2 - 47 Total rental income 6,679 785 - 2,228 38,332 2,170 2,212 52,406 Per occupied unit 1,113 785 1,114 1,127 1,085 1,106 1,115 LOWER: 66% --> 70% Occupied units 3 1 4 2 21 1 1 1 34 Total rental income 3,750 1,018 5,228 2,708 27,723 728 1,342 1,291 43,788 Per occupied unit 1,250 1,018 1,307 1,354 1,320 728 1,342 1,291 1,288 LOWER: 71% --> 75% Occupied units 3 2 2 - 9 - - 1 17 Total rental income 3,975 2,344 2,922 12,618 1,461 23,320 Per occupied unit 1,325 1,172 1,461 1,402 1,461 1,372 LOWER: 76% --> 80% Occupied units 2 1 1 - 4 - - - 8 Total rental income 2,650 1,213 1,544 5,343 10,750 Per occupied unit 1,325 1,213 1,544 1,336 1,344 LOWER: 51% --> 80% Occupied units 36 11 13 8 128 10 4 7 217 Total rental income 35,249 9,840 14,681 8,364 136,285 9,003 4,365 7,249 225,036 Per occupied unit 979 895 1,129 1,046 1,065 900 1,091 1,036 1,037 MODERATE: 81% --> 120% Occupied units 22 15 6 3 54 1 2 2 105 Total rental income 29,209 20,545 9,364 4,791 81,324 1,751 3,502 3,042 153,528 Per occupied unit 1,328 1,370 1,561 1,597 1,506 1,751 1,751 1,521 1,462 Summary Income: Rental 102,825 44,145 36,615 18,075 305,202 22,938 15,461 13,130 558,391 Other Income: Laundry 346 - 691 - 3,102 842 167 - 5,149 Other 15,014 5,994 6,702 4,705 199,067 1,780 2,722 15,072 251,055 Total Operating Income 118,185 50,139 44,008 22,780 507,371 25,560 18,350 28,202 814,594 Occupied Units 141 61 44 22 372 35 20 14 709 Income per occupied unit 838 822 1,000 1,035 1,364 730 918 2,014 1,149 EXPENSES Operating Expenses: Payroll (19,683) (5,498) (797) (1,419) (33,273) (518) (794) (883) (62,866) Per occupied unit (140) (90) (18) (65) (89) (15) (40) (63) (89) Administrative 8,119 3,608 3,910 1,104 25,791 3,794 1,635 996 48,958 Per occupied unit 58 59 89 50 69 108 82 71 69 Advertising/Promotion - - - - - - - - - Per occupied unit - - - - - - - - - Contract Services 86,340 9,031 7,337 6,919 34,003 6,234 5,439 6,407 161,711 Per occupied unit 612 148 167 314 91 178 272 458 228 Utility Services 18,035 14,766 11,205 3,567 29,615 5,834 2,940 1,941 87,903 Per occupied unit 128 242 255 162 80 167 147 139 124 Maintenance 6,712 6,950 12,178 10,912 36,456 6,609 5,493 5,187 90,498 Per occupied unit 48 114 277 496 98 189 275 370 128 Replacement expense 9,554 8,450 4,630 3,921 36,569 2,672 2,694 - 68,488 Per occupied unit 68 139 105 178 98 76 135 - 97 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - - Total Operating Expenses 109,078 37,307 38,463 25,003 129,162 24,624 17,407 13,648 394,692 Per occupied unit 774 612 874 1,137 347 704 870 975 557 Summary Revenue and Expenses Total Operating Income 118,185 50,139 44,008 22,780 507,371 25,560 18,350 28,202 814,594 Total Operating Expenses 109,078 37,307 38,463 25,003 129,162 24,624 17,407 13,648 394,692 Monthly Net Operating Income 9,107 12,833 5,544 (2,223) 378,209 936 943 14,554 419,902 Per occupied unit 65 210 126 (101) 1,017 27 47 1,040 592 FYTD Net Operating Income* 297,200 112,539 62,592 30,825 1,275,759 97,026 45,323 20,935 1,942,199 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 6/01/2024 Page 1 of 2 Rpt #2 Multi-Family 6.24 29 Housing Commission Meeting JUNE 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jun-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:7/20/2024 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 * 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). 6/01/2024 Page 2 of 2 Rpt #2 Multi-Family 6.24 30 Housing Commission Meeting JUNE 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jun-24 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:7/20/2024 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 25 50 60 22 117 14 11 299 Total rental income 10,385 28,738 21,976 9,833 52,624 6,280 5,343 135,179 Per occupied unit 415 575 366 447 450 449 486 452 LOWER: 51% --> 55% Occupied units 1 6 4 1 10 1 - 23 Total rental income 757 5,004 2,710 821 7,836 760 17,888 Per occupied unit 757 834 678 821 784 760 778 LOWER: 56% --> 60% Occupied units - 5 4 2 6 - 2 19 Total rental income 4,843 3,112 1,694 5,034 1,684 16,367 Per occupied unit 969 778 847 839 842 861 LOWER: 61% --> 65% Occupied units 1 4 - - 6 - - 11 Total rental income 891 4,352 6,252 11,495 Per occupied unit 891 1,088 1,042 1,045 LOWER: 66% --> 70% Occupied units - 3 - - 1 - - 4 Total rental income 3,849 1,217 5,066 Per occupied unit 1,283 1,217 1,267 LOWER: 71% --> 75% Occupied units - 2 - - - - - 2 Total rental income 2,600 - - 2,600 Per occupied unit 1,300 1,300 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 21 8 3 25 1 2 62 Total rental income 1,648 22,046 5,822 2,515 23,163 760 1,684 57,638 Per occupied unit 824 1,050 728 838 927 760 842 930 MODERATE: 81% --> 120% Occupied units 2 1 1 2 6 - - 12 Total rental income 3,040 1,751 1,281 2,752 8,682 17,506 Per occupied unit 1,520 1,751 1,281 1,376 1,447 1,459 Summary Income: Rental 15,073 52,535 29,079 15,100 84,469 7,040 7,027 210,323 Other Income: Laundry - - 68 - 726 - - 794 Other 18,942 10,107 23,262 1,869 133,344 11,121 6,952 205,599 Total operating income 34,015 62,642 52,409 16,969 218,539 18,161 13,979 416,716 Occupied Units 29 72 69 27 148 15 13 373 Income per occupied unit 1,173 870 760 628 1,477 1,211 1,075 1,117 EXPENSES Operating Expenses: Payroll (5,374) (16,665) (8,462) (3,574) (9,622) (1,804) (1,309) (46,810) Per occupied unit (185) (231) (123) (132) (65) (120) (101) (125) Administrative 1,284 7,066 4,699 (132) 9,057 330 674 22,978 Per occupied unit 44 98 68 (5) 61 22 52 62 Advertising/promotion - 116 - - - - - 116 Per occupied unit - 2 - - - - - 0 Contract services 6,059 8,739 10,089 6,320 12,020 4,726 5,405 53,358 Per occupied unit 209 121 146 234 81 315 416 143 Utility services 3,118 2,157 10,450 2,554 10,896 1,987 1,766 32,929 Per occupied unit 108 30 151 95 74 132 136 88 Maintenance 2,894 (6,107) 23,151 1,682 9,023 2,190 3,549 36,383 Per occupied unit 100 (85) 336 62 61 146 273 98 Replacement expense 17,275 10,322 3,654 719 25,876 6,425 360 64,631 Per occupied unit 596 143 53 27 175 428 28 173 Capital expense - - - - - - - - 6/01/2024 Page 1 of 2 Rpt #2 Senior 6.24 31 Housing Commission Meeting JUNE 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jun-24 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:7/20/2024 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 - - - - - - - - Total Operating Expenses 25,257 5,627 43,582 7,569 57,250 13,855 10,445 163,584 Per occupied unit 871 78 632 280 387 924 803 439 Summary Revenue and Expenses Total Operating Income 34,015 62,642 52,409 16,969 218,539 18,161 13,979 416,716 Total Operating Expenses 25,257 5,627 43,582 7,569 57,250 13,855 10,445 163,584 Monthly Net Operating Income 8,758 151,515 8,827 9,400 161,290 4,307 3,534 253,132 Per occupied unit 302 2,104 128 348 1,090 287 272 679 FYTD Net Operating Income* (30,763) 156,040 (102,677) (47,400) 490,379 (1,760) 3,722 467,542 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) 6/01/2024 Page 2 of 2 Rpt #2 Senior 6.24 32 Housing Commission Meeting Page 1 of 3 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: October 9, 2024 PREPARED BY: Cyndi Karp, FGA Regional Supervisor SUBJECT: JULY 2024 – MONTHLY LEASE REPORT BACKGROUND/ANALYSIS: Palm Desert Housing Authority Properties Monthly Report include detailed financial occupancy metrics. July 2024 is discussed here: 1. Monthly Occupancy Status: Summary of monthly occupancy. Includes new waitlist applicants and rectification of current residents. Monthly Occupancy Status - July 2024 Multi-Family Senior Total Units 733 381 Occupied Units 704 374 Unoccupied Units 26 7 Pending Leases 17 3 Wait List Contacted 355 134 New Applications Qualified 212 38 Not Qualified 14 4 Recertification Packets 49 33 33 Housing Commission Meeting Housing Commission Palm Desert Housing Authority July 2024 Monthly Lease Report Page 2 of 3 2. Monthly Occupancy and Average Rent Summary: Average Rent by Income Category. Monthly Occupancy and Average Rent Summary- July 2024 MULTI-FAMILY PROPERTIES Area Median Income Category July 2024 Number of Units July 2024 Average Monthly Rent July 2023 Number of Units July 2023 Average Monthly Rent Extremely Low 0-30% 177 $315 175 $317 Very Low 31-50% 208 $601 184 $598 Low 51-80% 214 $1,054 212 $988 Moderate 81-120% 103 $1,482 135 $1,288 Overall Average Rent 702 $863 706 $798 Monthly Occupancy and Average Rent Summary- July 2024 Senior Properties Area Median Income Category July 2024 Number of Units July 2024 Average Monthly Rent July 2023 Number of Units July 2023 Average Monthly Rent Extremely Low 0-30% 138 $311 125 $318 Very Low 31-50% 163 $569 162 $552 Low 51-80% 61 $936 67 $936 Moderate 81-120% 12 $1,459 16 $1,229 Overall Average Rent 374 $819 370 $759 3. Monthly Occupancy and Average Rent Statement: A breakdown of the Average Rent Summary report, and overall occupancy calculation. Overall Occupancy Multi- Family Properties 96% Senior Properties 98% 34 Housing Commission Meeting Housing Commission Palm Desert Housing Authority July 2024 Monthly Lease Report Page 3 of 3 4. Monthly Net Operating Income (NOI): Financial performance of the properties. Net Operating Summary for July 2024 Multi-Family Senior Total Revenue $557,365 $211,427 Total Expenses $359,974 $187,948 Net Operating Income $197,392 $23,479 FYTD Net Operating Income* *Excludes Replacement and Capital Expenses and Corresponding Reimbursement, where applicable, since these are paid from reserve funds Multi-Family Senior Current FYTD 2025 NOI $211,839 $35,414 PYFY NOI through 6/30/2024 $1,942,199 $467,542 FINANCIAL IMPACT: There is no financial impact with this request. ATTACHMENTS: 1. Monthly Occupancy Status Report 2. Average Rent Summary 3. Average Rent Statement 4. Monthly Net Operating Statement 35 Housing Commission Meeting 36 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JULY 2024 REPORT REPORTING MONTH: July-24 REPORT DATE: 8/20/24 "MULTI-FAMILY PROPERTIES"Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 California Villas a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141 b. Unoccupied Units 3 1 3 4 6 2 1 3 5 2 0 3 c. Occupied Units 138 140 138 137 135 139 140 137 136 139 141 138 d. Pending Leases 3 3 6 5 3 2 1 2 5 1 0 2 e. Ending Occupied & Pre-leased 141 143 144 142 138 141 141 139 141 140 141 140 f. Down Units 1 1 1 1 1 0 0 0 0 0 0 0 g. Number of Wait List Contactees 130 100 120 130 130 10 20 40 30 15 30 25 h. Re-Cert Pkts Sent Out During Month 13 13 13 13 12 6 13 13 14 16 4 13 i. Number of Traffic Qualified 15 25 30 10 15 12 25 30 20 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 3 3 3 3 3 2 2 2 4 2 2 3 c. Occupied Units 61 61 61 61 61 62 62 62 60 62 62 60 d. Pending Leases 1 1 1 0 1 0 1 1 2 1 1 2 e. Ending Occupied & Pre-leased 62 62 62 61 62 62 63 63 62 63 63 62 f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1 g. Number of Wait List Contactees 70 46 42 62 65 79 51 53 58 79 56 65 h. Re-Cert Pkts Sent Out During Month 9 2 7 4 3 4 5 5 2 5 4 3 i. Number of Traffic Qualified 44 9 8 6 11 22 24 17 22 31 28 20 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 3 3 5 5 5 2 2 3 2 3 3 3 c. Occupied Units 45 45 43 43 43 46 46 46 46 45 45 45 d. Pending Leases 2 1 3 4 5 1 2 1 1 3 1 2 e. Ending Occupied & Pre-leased 47 46 46 47 48 47 48 47 47 48 46 47 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 40 35 40 45 20 30 25 30 35 40 30 35 h. Re-Cert Pkts Sent Out During Month 2 5 5 2 5 4 4 1 3 4 2 1 i. Number of Traffic Qualified 35 30 25 30 25 35 40 30 30 35 30 40 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 0 0 0 0 0 1 2 0 0 2 2 1 c. Occupied Units 24 24 24 24 24 23 22 24 24 22 22 23 d. Pending Leases 0 0 0 0 0 0 2 0 0 0 1 1 e. Ending Occupied & Pre-leased 24 24 24 24 24 23 24 24 24 22 23 24 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 54 26 0 0 56 49 0 h. Re-Cert Pkts Sent Out During Month 1 1 0 3 1 1 2 1 3 1 1 2 i. Number of Traffic Qualified 10 6 7 8 5 11 8 11 16 23 111 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 17 17 17 16 16 17 16 9 13 13 14 c. Occupied Units 374 367 367 367 368 368 367 368 375 371 371 369 d. Pending Leases 13 12 9 9 11 9 6 9 2 3 8 9 e. Ending Occupied & Pre-leased 387 379 376 376 379 377 373 377 377 374 379 378 f. Down Units 2 7 8 9 9 8 0 0 8 7 0 0 g. Number of Wait List Contactees 128 157 119 125 69 81 180 210 198 82 85 195 h. Re-Cert Pkts Sent Out During Month 20 23 32 21 26 30 34 23 28 24 36 23 i. Number of Traffic Qualified 32 47 50 78 63 44 92 57 91 87 75 69 j. Number of Traffic Non-Qualified 14 8 15 2 1 5 2 4 9 3 5 14 7/01/24 Page 1 of 2 MOS Multi-Family 7.24 37 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JULY 2024 REPORT "MULTI-FAMILY PROPERTIES"Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Palm Village a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36 b. Unoccupied Units 2 1 0 1 1 1 0 0 1 1 1 1 c. Occupied Units 34 35 36 35 35 35 36 36 35 35 35 35 d. Pending Leases 2 1 0 0 0 1 0 0 0 0 1 1 e. Ending Occupied & Pre-leased 36 36 36 35 35 36 36 36 35 35 36 36 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 20 25 10 0 0 20 25 10 25 30 35 25 h. Re-Cert Pkts Sent Out During Month 3 4 2 3 2 2 2 2 1 4 2 2 i. Number of Traffic Qualified 25 20 15 10 15 10 15 15 15 20 25 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 1 2 2 2 2 2 2 1 0 0 1 c. Occupied Units 18 19 18 18 18 18 18 18 19 20 20 19 d. Pending Leases 2 1 1 1 1 1 2 0 0 0 0 0 e. Ending Occupied & Pre-leased 20 20 19 19 19 19 20 18 19 20 20 19 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 20 25 30 20 20 20 25 20 25 25 20 10 h. Re-Cert Pkts Sent Out During Month 3 0 2 1 1 0 2 0 3 0 0 3 i. Number of Traffic Qualified 25 20 25 20 20 10 10 10 15 20 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 1 1 1 2 2 1 2 2 2 2 2 0 c. Occupied Units 15 15 15 14 14 15 14 14 14 14 14 15 d. Pending Leases 1 0 0 1 1 0 0 1 0 0 1 0 e. Ending Occupied & Pre-leased 16 15 15 15 15 15 14 15 14 14 15 15 f. Down Units 0 0 1 1 1 1 0 0 0 1 0 0 g. Number of Wait List Contactees 0 0 39 0 0 0 0 0 0 39 0 0 h. Re-Cert Pkts Sent Out During Month 1 1 0 1 1 3 1 0 2 0 0 2 i. Number of Traffic Qualified 6 4 9 4 5 6 8 8 11 17 9 0 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 SUMMARY MULTI-FAMILY PROPERTIES Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 730 b. Unoccupied Units 24 27 31 34 35 27 28 28 24 25 23 26 c. Occupied Units 709 706 702 699 698 706 705 705 709 708 710 704 d. Pending Leases 24 19 20 20 22 14 14 14 10 8 13 17 e. Ending Occupied & Pre-leased 733 725 722 719 720 720 719 719 719 716 723 721 f. Down Units 4 9 11 12 12 10 1 1 9 9 1 1 g. Number of Wait List Contactees 408 388 400 382 304 294 352 363 371 366 305 355 h. Re-Cert Pkts Sent Out During Month 52 49 61 48 51 50 63 45 56 54 49 49 i. Number of Traffic Qualified 192 161 169 166 159 150 222 178 220 258 323 212 j. Number of Traffic Non-Qualified 14 8 15 2 1 5 2 4 9 3 5 14 7/01/24 Page 2 of 2 MOS Multi-Family 7.24 38 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JULY 2024 REPORT REPORTING MONTH: July-24 REPORT DATE: 8/20/24 "SENIOR PROPERTIES"Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-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 3 4 4 3 3 1 0 c. Occupied Units 28 28 28 28 28 27 26 26 27 27 29 30 d. Pending Leases 0 0 0 0 0 0 0 0 1 0 1 0 e. Ending Occupied & Pre-leased 28 28 28 28 28 27 26 26 28 27 30 30 f. Down Units 2 2 2 2 2 2 0 0 1 2 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 3 3 6 2 2 3 0 3 2 4 3 1 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 Carlos Ortega a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73 b. Unoccupied Units 1 1 1 0 0 1 2 2 2 1 1 1 c. Occupied Units 72 72 72 73 73 72 71 71 71 72 72 72 d. Pending Leases 0 1 1 0 0 0 0 1 1 1 1 1 e. Ending Occupied & Pre-leased 72 73 73 73 73 72 71 72 72 73 73 73 f. Down Units 0 0 0 0 0 1 0 0 0 0 0 0 g. Number of Wait List Contactees 44 54 33 30 30 28 40 16 16 20 20 30 h. Re-Cert Pkts Sent Out During Month 6 3 3 3 3 9 9 7 6 11 12 11 i. Number of Traffic Qualified 3 4 5 3 3 1 2 3 2 1 2 1 j. Number of Traffic Non-Qualified 1 2 1 2 2 0 2 0 0 1 1 2 Catalina Gardens a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72 b. Unoccupied Units 4 4 4 5 5 6 5 5 4 5 3 3 c. Occupied Units 68 68 68 67 67 66 67 67 68 67 69 69 d. Pending Leases 1 2 2 3 3 2 0 1 0 5 2 0 e. Ending Occupied & Pre-leased 69 70 70 70 70 68 67 68 68 72 71 69 f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0 g. Number of Wait List Contactees 26 27 61 34 200 95 72 86 96 105 110 80 h. Re-Cert Pkts Sent Out During Month 10 10 5 7 7 4 3 3 6 5 7 3 i. Number of Traffic Qualified 5 3 3 1 12 2 3 3 4 5 4 3 j. Number of Traffic Non-Qualified 1 2 0 2 2 6 4 4 2 2 3 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 1 1 2 2 2 0 0 0 0 0 0 c. Occupied Units 27 26 26 25 25 25 27 27 27 27 27 27 d. Pending Leases 0 0 0 1 1 2 0 0 0 0 0 0 e. Ending Occupied & Pre-leased 27 26 26 26 26 27 27 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 68 47 62 0 0 0 0 0 0 0 h. Re-Cert Pkts Sent Out During Month 2 0 3 2 1 1 1 4 3 1 3 1 i. Number of Traffic Qualified 22 18 7 8 0 4 6 7 2 1 1 0 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 Las Serenas a. Total Units in Complex 150 150 150 150 150 150 150 150 150 150 150 150 b. Unoccupied Units 8 7 5 5 6 4 4 0 1 0 2 2 c. Occupied Units 142 143 145 145 144 146 146 150 150 150 148 148 d. Pending Leases 4 6 4 2 3 2 0 0 0 0 1 1 e. Ending Occupied & Pre-leased 146 149 149 147 147 148 146 150 150 150 149 149 f. Down Units 3 2 0 2 2 2 0 0 0 0 0 0 g. Number of Wait List Contactees 191 108 89 93 84 98 68 35 0 0 60 24 h. Re-Cert Pkts Sent Out During Month 10 10 10 11 7 11 5 5 8 13 18 15 i. Number of Traffic Qualified 37 34 42 36 5 36 46 51 49 25 4 34 j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0 7/01/2024 Page 1 of 2 MOS Senior 7.24 39 Housing Commission Meeting MONTHLY OCCUPANCY STATUS REPORT JULY 2024 REPORT "SENIOR PROPERTIES"Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-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 1 1 0 0 0 0 c. Occupied Units 15 15 15 15 15 15 14 14 15 15 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 14 14 15 15 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 1 3 3 0 0 0 0 0 4 1 1 i. Number of Traffic Qualified 0 0 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 1 1 0 1 1 1 c. Occupied Units 14 14 14 14 14 14 13 13 13 13 13 13 d. Pending Leases 0 0 0 0 0 0 0 0 0 1 1 1 e. Ending Occupied & Pre-leased 14 14 14 14 14 14 13 13 13 14 14 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 2 2 2 2 2 0 0 0 2 1 1 1 i. Number of Traffic Qualified 0 0 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 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381 b. Unoccupied Units 15 15 13 14 15 16 17 13 10 10 8 7 c. Occupied Units 366 366 368 367 366 365 364 368 371 371 373 374 d. Pending Leases 5 9 7 6 7 6 0 2 2 7 6 3 e. Ending Occupied & Pre-leased 371 375 375 373 373 371 364 370 373 378 379 377 f. Down Units 5 4 2 4 4 5 0 0 1 2 0 0 g. Number of Wait List Contactees 261 189 251 204 376 221 180 137 112 125 190 134 h. Re-Cert Pkts Sent Out During Month 34 29 32 30 22 28 18 22 27 39 45 33 i. Number of Traffic Qualified 67 59 59 48 20 43 57 64 57 32 11 38 j. Number of Traffic Non-Qualified 2 4 1 4 4 6 6 4 2 3 4 4 7/01/2024 Page 2 of 2 MOS Senior 7.24 40 Housing Commission Meeting AVERAGE RENT SUMMARY JULY 2024 AMI % Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent 20%13,650 284 15,600 325 17,550 366 19,500 406 25%17,063 355 19,500 406 21,938 457 24,375 508 30%21,550 511 24,600 513 27,700 577 31,200 650 35%23,888 498 27,300 569 30,713 640 34,125 711 40%27,300 569 31,200 650 35,100 731 39,000 813 45%30,713 640 35,100 731 39,488 823 43,875 914 50%35,900 748 41,000 854 46,100 960 51,250 1,068 55%37,538 782 42,900 894 48,263 1,005 53,625 1,117 60%40,950 853 46,800 975 52,650 1,097 58,500 1,219 65%44,363 1,109 50,700 1,268 57,038 1,426 63,375 1,584 70%47,775 1,194 54,600 1,365 61,425 1,536 68,250 1,706 75%51,188 1,280 58,500 1,463 65,813 1,645 73,125 1,828 80%57,400 1,435 65,600 1,640 73,800 1,845 82,000 2,050 85%58,013 1,450 66,300 1,658 74,588 1,865 82,875 2,072 90%61,425 1,536 70,200 1,755 78,975 1,974 87,750 2,194 95%64,838 1,621 74,100 1,853 83,363 2,084 92,625 2,316 100%68,250 1,706 78,000 1,950 87,750 2,194 97,500 2,438 105%71,663 1,792 81,900 2,048 92,138 2,303 102,375 2,559 110%75,075 1,877 85,800 2,145 96,525 2,413 107,250 2,681 115%78,488 1,962 89,700 2,243 100,913 2,523 112,125 2,803 120%81,900 2,048 93,600 2,340 105,300 2,633 117,000 2,925 Senior Complexes Average Mo. RentNo. of Units 12 374 311 569 936 1,459 819 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 138 163 61 Riverside County Income Eligibility as of 7/1/2024. Monthly rent is exclusive of Utility Allowance. Extremely Low 0-30% Very Low 31-50% Low 51-80% Moderate 81%-120% Total 704 315 600 1,054 1,482 863 178 209 214 103 Page 1 Summary Rpt #1 7.24 41 Housing Commission Meeting 42 Housing Commission Meeting AVERAGE RENT STATEMENT JULY 2024 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 6 242 2 211 1 209 14 232 23 232 c. 2 BR, 1 BA 1 220 2 246 4 236 7 236 d. 2 BR, 2 BA 1 220 5 239 6 236 e. Totals 20%6 3 2 1 21 4 0 0 37 2. EXTREMELY LOW: 21-25% OF MEDIAN a. Studio 7 277 7 277 b. 1 BR, 1 BA 23 319 7 291 4 300 31 303 65 307 c. 2 BR, 1 BA 6 329 2 337 2 297 10 324 d. 2 BR, 2 BA 1 309 13 324 14 323 e. Totals 21-25%23 14 4 1 50 2 2 0 96 3. EXTREMELY LOW: 26-30% OF MEDIAN a. Studio 1 381 1 340 2 361 b. 1 BR, 1 BA 9 394 1 364 2 377 8 387 20 388 c. 2 BR, 1 BA 2 391 3 427 3 407 1 379 1 391 10 405 d. 2 BR, 2 BA 4 401 9 410 13 407 e. Totals 26-30%9 2 5 4 20 3 1 1 45 Total extremely low =38 19 11 6 91 9 3 1 178 Percent of total 27.54%31.67%24.44%26.09%24.66%25.71%15.79%6.67%25.28% 4. VERY LOW: 31-35% OF MEDIAN a. Studio 3 414 1 414 4 414 b. 1 BR, 1 BA 11 475 2 448 1 457 11 469 25 470 c. 2 BR, 1 BA 1 486 3 505 4 494 2 474 1 486 11 492 d. 2 BR, 2 BA 3 487 10 503 13 499 e. Totals 31-35%11 5 3 3 24 4 2 1 53 5. VERY LOW: 36-40% OF MEDIAN a. Studio 2 483 2 483 b. 1 BR, 1 BA 10 555 1 527 1 536 8 542 20 547 c. 2 BR, 1 BA 2 573 6 594 3 564 3 563 14 578 d. 2 BR, 2 BA 11 594 11 594 e. Totals 36-40%10 3 3 0 25 3 3 0 47 6. VERY LOW: 41-45% OF MEDIAN a. Studio 4 547 4 547 b. 1 BR, 1 BA 13 621 1 606 2 615 14 623 30 621 c. 2 BR, 1 BA 2 663 3 675 6 672 3 651 1 652 15 666 d. 2 BR, 2 BA 2 663 12 680 14 678 e. Totals 41-45%13 5 4 2 29 6 3 1 63 7. VERY LOW: 46-50% OF MEDIAN a. Studio 1 598 1 612 2 605 b. 1 BR, 1 BA 10 702 1 683 9 702 20 701 c. 2 BR, 1 BA 1 732 2 740 6 773 3 755 3 728 2 740 17 752 d. 2 BR, 2 BA 7 758 7 758 e. Totals 46-50%10 2 4 0 22 3 3 2 46 Total very low =44 15 14 5 100 16 11 4 209 Percent of total 31.88%25.00%31.11%21.74%27.10%45.71%57.89%26.67%29.69% 8. LOWER: 51-55% OF MEDIAN a. Studio 3 679 3 679 b. 1 BR, 1 BA 11 789 1 772 7 773 19 783 c. 2 BR, 1 BA 2 829 14 854 4 829 1 841 21 846 d. 2 BR, 2 BA 3 833 11 846 14 843 e. Totals 51-55%11 3 3 3 32 4 0 1 57 9. LOWER: 56-60% OF MEDIAN a. Studio 1 759 1 759 b. 1 BR, 1 BA 11 872 2 842 2 866 8 858 23 864 c. 2 BR, 1 BA 2 929 6 948 3 930 4 938 15 939 d. 2 BR, 2 BA 2 929 13 945 15 943 e. Totals 56-60%11 3 4 2 27 3 0 4 54 ONE QUAIL PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS Jul-24 8/20/2024 CALIFORNIA VILLAS DESERT POINTE LAGUNA PALMS 7/01/2024 Page 1 of 2 Rpt #1 Multi-Family 7.24 43 Housing Commission Meeting AVERAGE RENT STATEMENT JULY 2024 "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 4 1,156 14 1,091 18 1,105 c. 2 BR, 1 BA 6 1,168 2 1,085 1 1,236 9 1,157 d. 2 BR, 2 BA 1 1,248 15 1,212 16 1,214 e. Totals 61-65%4 1 0 1 35 2 1 0 44 11. LOWER: 66-70% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 3 1,250 1 1,229 5 1,241 9 1,243 c. 2 BR, 1 BA 3 1,333 5 1,357 1 1,342 1 1,354 10 1,348 d. 2 BR, 2 BA 2 1,354 10 1,373 12 1,370 e. Totals 66-70%3 0 4 2 20 0 1 1 31 12. LOWER: 71-75% OF MEDIAN a. Studio 2 1,172 2 1,172 b. 1 BR, 1 BA 3 1,325 1 1,360 2 1,316 6 1,328 c. 2 BR, 1 BA 2 1,461 2 1,480 1 1,461 5 1,469 d. 2 BR, 2 BA 4 1,480 4 1,480 e. Totals 71-75%3 3 2 0 8 0 0 1 17 13. LOWER: 76-80% OF MEDIAN a. Studio 2 1,213 2 1,213 b. 1 BR, 1 BA 2 1,325 3 1,260 5 1,286 c. 2 BR, 1 BA 1 1,544 1 1,563 1 1,532 3 1,546 d. 2 BR, 2 BA 1 1,563 1 1,563 e. Totals 76-80%2 2 1 0 5 0 1 0 11 Total lower =34 12 14 8 127 9 3 7 214 ·Percent of total 24.64%20.00%31.11%34.78%34.42%25.71%15.79%46.67%30.40% 14. MODERATE: 81-120% OF MEDIAN a. Studio 3 1,148 3 1,148 b. 1 BR, 1 BA 21 1,316 7 1,310 1 1,304 17 1,306 46 1,311 c. 2 BR, 1 BA 1 1,751 3 1,656 5 1,612 13 1,640 1 1,751 2 1,751 3 1,597 28 1,648 d. 2 BR, 2 BA 1 1,751 4 1,658 21 1,639 26 1,646 Total moderate =22 14 6 4 51 1 2 3 103 Percent of total 15.94%23.33%13.33%17.39%13.82%2.86%10.53%20.00%14.63% 15. Total units occupied:138 60 45 23 369 35 19 15 704 16. Occupancy rate =98%94%94%96%96%97%95%94%96% NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 96% 7/01/2024 Page 2 of 2 Rpt #1 Multi-Family 7.24 44 Housing Commission Meeting AVERAGE RENT STATEMENT JULY 2024 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 2 206 2 315 3 206 3 258 4 209 14 234 c. 2 BR, 1 BA 1 354 6 208 7 229 d. 2 BR, 2 BA 0 - e. Totals 20%2 3 8 3 10 0 0 26 2. EXTREMELY LOW: 21-25% OF MEDIAN a. Studio 15 253 15 253 b. 1 BR, 1 BA 5 272 8 390 3 289 6 345 18 283 2 288 1 291 43 311 c. 2 BR, 1 BA 2 307 5 302 7 303 d. 2 BR, 2 BA 0 - e. Totals 21-25%7 8 18 6 23 2 1 65 3. EXTREMELY LOW: 26-30% OF MEDIAN a. Studio 7 323 7 323 b. 1 BR, 1 BA 4 358 7 460 3 358 3 419 10 360 3 361 3 364 33 387 c. 2 BR, 1 BA 1 525 6 388 7 408 d. 2 BR, 2 BA 0 - e. Totals 26-30%4 8 10 3 16 3 3 47 Total extremely low =13 19 36 12 49 5 4 138 Percent of total 43.33%26.39%52.17%44.44%33.11%33.33%30.77%36.90% 4. VERY LOW: 31-35% OF MEDIAN a. Studio 4 390 4 390 b. 1 BR, 1 BA 4 434 5 543 5 435 6 506 12 444 5 445 2 448 39 464 c. 2 BR, 1 BA 2 620 7 477 9 508 d. 2 BR, 2 BA 0 - e. Totals 31-35%4 7 9 6 19 5 2 52 5. VERY LOW: 36-40% OF MEDIAN a. Studio 4 464 4 464 b. 1 BR, 1 BA 4 519 8 605 1 585 15 523 1 524 2 521 31 546 c. 2 BR, 1 BA 1 573 4 563 5 565 d. 2 BR, 2 BA 0 - e. Totals 36-40%5 8 4 1 19 1 2 40 6. VERY LOW: 41-45% OF MEDIAN a. Studio 5 528 5 528 b. 1 BR, 1 BA 1 600 5 698 5 600 2 664 12 601 2 603 1 606 28 623 c. 2 BR, 1 BA 2 797 10 651 12 675 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 3 665 8 777 2 668 2 732 5 669 1 671 2 669 23 712 c. 2 BR, 1 BA 1 874 2 728 3 777 d. 2 BR, 2 BA 0 - e. Totals 46-50%3 9 2 2 7 1 2 26 Total very low =13 31 25 11 67 9 7 163 ·Percent of total 43.33%43.06%36.23%40.74%45.27%60.00%53.85%43.58% 8. LOWER: 51-55% OF MEDIAN a. Studio 2 655 2 655 b. 1 BR, 1 BA 2 771 6 834 1 757 1 821 6 756 1 760 17 789 c. 2 BR, 1 BA 4 825 4 825 d. 2 BR, 2 BA 0 - e. Totals 51-55%2 6 3 1 10 1 0 23 9. LOWER: 56-60% OF MEDIAN a. Studio 2 735 2 735 b. 1 BR, 1 BA 5 945 2 821 6 839 2 842 15 872 c. 2 BR, 1 BA 1 1,063 1 951 2 1,007 d. 2 BR, 2 BA 0 - e. Totals 56-60%0 6 4 0 7 0 2 19 CANDLEWOOD LAS SERENASCARLOS ORTEGA LA ROCCA VILLASCATALINA Jul-24 8/20/2024 PUEBLOS TOTALS SAGE CREST SR. 7/01/2024 Page 1 of 2 Rpt #1 Senior 7.24 45 Housing Commission Meeting AVERAGE RENT STATEMENT JULY 2024 "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 5 1,116 1 1,184 6 1,042 12 1,085 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 61-65%0 5 0 1 6 0 0 12 11. LOWER: 66-70% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 2 1,323 1 1,217 3 1,288 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 66-70%0 2 0 0 1 0 0 3 12. LOWER: 71-75% OF MEDIAN a. Studio 0 - b. 1 BR, 1 BA 1 1,398 1 1,398 c. 2 BR, 1 BA 0 - d. 2 BR, 2 BA 0 - e. Totals 71-75%0 1 0 0 0 0 0 1 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 21 7 2 26 1 2 61 Percent of total 6.67%29.17%10.14%7.41%17.57%6.67%15.38%16.31% 14. MODERATE: 81-120% OF MEDIAN a. Studio 1 1,281 1 1,281 b. 1 BR, 1 BA 1 1,289 2 1,376 3 1,240 6 1,293 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 =2 1 1 2 6 0 0 12 Percent of total 6.67%1.39%1.45%7.41%4.05%0.00%0.00%3.21% 15. Total units occupied:30 72 69 27 148 15 13 374 16. Occupancy rate =100%99%96%100% 99%100%93%98% NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98% 7/01/2024 Page 2 of 2 Rpt #1 Senior 7.24 46 Housing Commission Meeting JULY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jul-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:8/20/2024 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 EXTREMELY LOW: 20% Occupied units 6 3 2 1 21 4 - - 37 Total rental income 1,452 630 429 220 4,940 942 8,613 Per occupied unit 242 210 215 220 235 236 233 EXTREMELY LOW: 21% --> 25% Occupied units 23 14 4 1 50 2 2 - 96 Total rental income 7,331 3,974 1,200 309 15,588 674 594 29,670 Per occupied unit 319 284 300 309 312 337 297 309 EXTREMELY LOW: 26% --> 30% Occupied units 9 2 5 4 20 3 1 1 45 Total rental income 3,544 745 1,875 1,604 8,056 1,220 379 391 17,814 Per occupied unit 394 373 375 401 403 407 379 391 396 VERY LOW: 31% --> 35% Occupied units 11 5 3 3 24 4 2 1 53 Total rental income 5,226 2,138 1,357 1,462 11,703 1,976 948 486 25,296 Per occupied unit 475 428 452 487 488 494 474 486 477 VERY LOW: 36% --> 40% Occupied units 10 3 3 - 25 3 3 - 47 Total rental income 5,548 1,493 1,681 14,434 1,691 1,689 - 26,536 Per occupied unit 555 498 560 577 564 563 565 VERY LOW: 41% --> 45% Occupied units 13 5 4 2 29 6 3 1 63 Total rental income 8,078 2,792 2,556 1,326 18,915 4,033 1,953 652 40,305 Per occupied unit 621 558 639 663 652 672 651 652 640 VERY LOW: 46% --> 50% Occupied units 10 2 4 - 22 3 3 2 46 Total rental income 7,021 1,330 2,775 16,260 2,264 2,184 1,480 33,314 Per occupied unit 702 665 694 739 755 728 740 724 VERY LOW Up to 50% Occupied units 82 34 25 11 191 25 14 5 387 Total rental income 38,200 13,102 11,873 4,921 89,896 12,800 7,747 3,009 181,548 Per occupied unit 466 385 475 447 471 512 553 602 469 LOWER: 51% --> 55% Occupied units 11 3 3 3 32 4 - 1 57 Total rental income 8,683 2,037 2,429 2,498 26,676 3,316 - 841 46,480 Per occupied unit 789 679 810 833 834 829 841 815 LOWER: 56% --> 60% Occupied units 11 3 4 2 27 3 4 54 Total rental income 9,592 2,443 3,590 1,858 24,833 2,789 3,750 48,855 Per occupied unit 872 814 898 929 920 930 938 905 LOWER: 61% --> 65% Occupied units 4 1 - 1 35 2 1 - 44 Total rental income 4,624 785 - 1,248 40,457 2,170 1,236 50,520 Per occupied unit 1,156 785 1,248 1,156 1,085 1,236 1,148 LOWER: 66% --> 70% Occupied units 3 - 4 2 20 1 1 1 32 Total rental income 3,750 - 5,228 2,708 26,719 728 1,342 1,354 41,829 Per occupied unit 1,250 1,307 1,354 1,336 728 1,342 1,354 1,307 LOWER: 71% --> 75% Occupied units 3 3 2 - 8 - - 1 17 Total rental income 3,975 3,704 2,922 11,512 1,461 23,574 Per occupied unit 1,325 1,235 1,461 1,439 1,461 1,387 LOWER: 76% --> 80% Occupied units 2 2 1 - 5 - 1 - 11 Total rental income 2,650 2,426 1,544 6,906 1,532 15,058 Per occupied unit 1,325 1,213 1,544 1,381 1,532 1,369 LOWER: 51% --> 80% Occupied units 34 12 14 8 127 10 3 7 215 Total rental income 33,274 11,395 15,713 8,312 137,103 9,003 4,110 7,406 226,316 Per occupied unit 979 950 1,122 1,039 1,080 900 1,370 1,058 1,053 MODERATE: 81% --> 120% Occupied units 22 14 6 4 51 1 2 3 103 Total rental income 29,380 19,332 9,362 1,658 77,937 1,751 3,502 4,792 147,714 Per occupied unit 1,335 1,381 1,560 415 1,528 1,751 1,751 1,597 1,434 Summary Income: Rent Roll Expected Income 100,854 43,829 36,948 14,891 304,936 23,554 15,359 15,207 555,578 Delinquent Income 499 (7,353) (601) 3,223 2,128 (1,190) (940) (1,384) (5,618) Actual Rent Received 101,353 36,476 36,347 18,114 307,064 22,364 14,419 13,823 549,960 Other Income: Laundry 272 420 - 132 2,923 - - 108 3,855 Other (Credit Report/Late Fees)600 145 280 215 1,790 220 135 165 3,550 Total Operating Income 102,225 37,041 36,627 18,461 311,777 22,584 14,554 14,096 557,365 Occupied Units 138 60 45 23 369 36 19 15 705 Income per occupied unit 741 617 814 803 845 627 766 940 791 EXPENSES Operating Expenses: Payroll 22,879 11,839 11,083 4,119 88,864 6,978 2,792 4,028 152,582 NEIGHBORS 7/01/2024 Page 1 of 2 Rpt #2 Multi-Family 7.24 47 Housing Commission Meeting JULY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jul-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP REPORT DATE:8/20/2024 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 Per occupied unit 166 197 246 179 241 194 147 269 216 Administrative 8,497 4,152 2,790 1,228 20,688 1,677 854 1,044 40,930 Per occupied unit 62 69 62 53 56 47 45 70 58 Advertising/Promotion - - - - - - - - - Per occupied unit - - - - - - - - - Contract Services 7,371 3,348 3,836 2,396 15,899 3,163 2,595 2,161 40,769 Per occupied unit 53 56 85 104 43 88 137 144 58 Utility Services 11,657 3,901 5,479 - 33,662 3,254 (100) 1,111 58,963 Per occupied unit 84 65 122 - 91 90 (5) 74 84 Maintenance 4,464 4,332 9,943 1,041 24,084 4,063 1,723 2,634 52,283 Per occupied unit 32 72 221 45 65 113 91 176 74 Replacement expense 943 1,165 3,486 - 6,320 538 1,995 - 14,447 Per occupied unit 7 19 77 - 17 15 105 - 20 Capital expense - - - - - - - - - Per occupied unit - - - - - - - - - Total Operating Expenses 55,811 28,737 36,616 8,784 189,516 19,672 9,859 10,978 359,974 Per occupied unit 404 479 814 382 514 546 519 732 511 Summary Revenue and Expenses Total Operating Income 102,225 37,041 36,627 18,461 311,777 22,584 14,554 14,096 557,365 Total Operating Expenses 55,811 28,737 36,616 8,784 189,516 19,672 9,859 10,978 359,974 Monthly Net Operating Income 46,414 8,304 11 9,677 122,260 2,912 4,695 3,118 197,392 Per occupied unit 336 138 0 421 331 81 247 208 280 FYTD Net Operating Income* 47,358 9,469 3,496 9,677 128,580 3,449 6,690 3,118 211,839 Previous Fiscal Year NOI (6/30/2024)*297,200 112,539 62,592 30,825 1,275,759 97,026 45,323 20,935 1,942,199 * 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). 7/01/2024 Page 2 of 2 Rpt #2 Multi-Family 7.24 48 Housing Commission Meeting JULY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jul-24 "SENIOR PROPERTIES "REPORTED BY: CYNDI KARP REPORT DATE:8/20/2024 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 EXTREMELY LOW: 20% Occupied units 2 3 8 3 10 - - 26 Total rental income 412 984 1,538 773 2,084 5,791 Per occupied unit 206 328 192 258 208 223 EXTREMELY LOW: 21% --> 25% Occupied units 7 8 18 6 23 2 1 65 Total rental income 1,976 3,122 4,662 2,070 6,599 576 291 19,296 Per occupied unit 282 390 259 345 287 288 291 297 EXTREMELY LOW: 26% --> 30% Occupied units 4 8 10 3 16 3 3 47 Total rental income 1,432 3,742 3,334 1,258 5,929 1,083 1,092 17,870 Per occupied unit 358 468 333 419 371 361 364 380 VERY LOW: 31% --> 35% Occupied units 4 7 9 6 19 5 2 52 Total rental income 1,737 3,954 3,734 3,036 8,665 2,223 896 24,245 Per occupied unit 434 565 415 506 456 445 448 466 VERY LOW: 36% --> 40% Occupied units 5 8 4 1 19 1 2 40 Total rental income 2,650 4,839 1,854 585 10,104 524 1,041 21,597 Per occupied unit 172 605 464 585 532 524 521 540 VERY LOW: 41% --> 45% Occupied units 1 7 10 2 22 2 1 45 Total rental income 600 5,085 5,640 1,328 13,712 1,206 606 28,177 Per occupied unit 600 726 564 664 623 603 606 626 VERY LOW: 46% --> 50% Occupied units 3 9 2 2 7 1 2 26 Total rental income 1,996 7,090 1,336 1,464 4,801 671 1,338 18,696 Per occupied unit 665 788 668 732 686 671 669 719 VERY LOW: Up to 50% Occupied units 26 50 61 23 116 14 11 301 Total rental income 10,803 28,816 22,098 10,514 51,894 6,283 5,264 135,672 Per occupied unit 415 576 362 457 447 449 479 451 LOWER: 51% --> 55% Occupied units 2 6 3 1 10 1 - 23 Total rental income 1,542 5,001 2,087 821 7,832 760 18,043 Per occupied unit 771 834 696 821 783 760 784 LOWER: 56% --> 60% Occupied units - 6 4 - 7 - 2 19 Total rental income 5,788 3,111 - 5,985 1,684 16,568 Per occupied unit 965 778 855 842 872 LOWER: 61% --> 65% Occupied units - 5 - 1 6 - - 12 Total rental income - 5,581 1,184 6,252 13,017 Per occupied unit 1,116 1,184 1,042 1,085 LOWER: 66% --> 70% Occupied units - 2 - - 1 - - 3 Total rental income 2,646 1,217 3,863 Per occupied unit 1,323 1,217 1,288 LOWER: 71% --> 75% Occupied units - 1 - - - - - 1 Total rental income 1,398 - - 1,398 Per occupied unit 1,398 1,398 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% 7/01/2024 Page 1 of 2 Rpt #2 Senior 7.24 49 Housing Commission Meeting JULY 2024 REPORT REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT: REPORTING MONTH:Jul-24 "SENIOR PROPERTIES "REPORTED BY: CYNDI KARP REPORT DATE:8/20/2024 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 Occupied units 2 21 7 2 26 1 2 61 Total rental income 1,542 21,812 5,198 2,005 24,110 760 1,684 57,111 Per occupied unit 771 1,039 743 1,003 927 760 842 936 MODERATE: 81% --> 120% Occupied units 2 1 1 2 6 - - 12 Total rental income 3,040 1,751 1,281 2,751 8,680 17,503 Per occupied unit 1,520 1,751 1,281 1,376 1,447 1,459 Summary Income: Rent Roll Expected Income 15,385 52,379 28,577 15,270 84,684 7,043 6,948 210,286 Delinquent Income 209 (970) (2,354) (239) 3,669 - - 315 Actual Rent Received 15,594 51,409 26,223 15,031 88,353 7,043 6,948 210,601 Other Income: Laundry - - 95 - 441 - - 536 Other (Credit Report/Late Fees)(65) 125 85 - 120 25 - 290 Total operating income 15,529 51,534 26,403 15,031 88,914 7,068 6,948 211,427 Occupied Units 30 72 69 27 148 15 13 374 Income per occupied unit 518 716 383 557 601 471 534 565 EXPENSES Operating Expenses: Payroll 6,100 21,303 14,078 7,440 18,492 3,509 2,899 73,822 Per occupied unit 203 296 204 276 125 234 223 197 Administrative 1,485 4,608 4,679 1,370 8,352 743 693 21,929 Per occupied unit 50 64 68 51 56 50 53 59 Advertising/promotion - 232 - - 88 - - 320 Per occupied unit - 3 - - 1 - - 1 Contract services 1,860 962 2,820 3,798 8,501 2,272 2,348 22,562 Per occupied unit 62 13 41 141 57 151 181 60 Utility services 3,140 (1,649) 5,807 5,591 9,215 957 730 23,792 Per occupied unit 105 (23) 84 207 62 64 56 64 Maintenance 2,423 1,601 11,317 433 16,040 1,775 - 33,588 Per occupied unit 81 22 164 16 108 118 - 90 Replacement expense - 5,671 2,532 - 3,732 - - 11,935 Per occupied unit - 79 37 - 25 - - 32 Capital expense - - - - - - - - Per occupied unit - - - - - - - - Total Operating Expenses 15,008 32,728 41,234 18,632 64,420 9,256 6,671 187,948 Per occupied unit 500 455 598 690 435 617 513 503 Summary Revenue and Expenses Total Operating Income 15,529 51,534 26,403 15,031 88,914 7,068 6,948 211,427 Total Operating Expenses 15,008 32,728 41,234 18,632 64,420 9,256 6,671 187,948 Monthly Net Operating Income 521 151,515 (14,831) (3,601) 24,494 (2,188) 277 23,479 Per occupied unit 17 2,104 (215) (133) 166 (146) 21 63 FYTD Net Operating Income* 521 24,477 (12,300) (3,601) 28,226 (2,188) 277 35,414 Previous Fiscal Year NOI (6/30/2024)* (30,763) 156,040 (102,677) (47,400) 490,379 (1,760) 3,722 467,542 * 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) 7/01/2024 Page 2 of 2 Rpt #2 Senior 7.24 50 Housing Commission Meeting Page 1 of 1 HOUSING COMMISSION PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: October 9, 2024 PREPARED BY: Cyndi Karp, FGA Regional Supervisor SUBJECT: FGA STAFF AND RESIDENT ACTIVITY PRESENTATION RECOMMENDATION: 1. Receive and file FGA staff and resident activity presentation. ATTACHMENTS: 1. FGA Staff and Resident Activity Presentation. 51 Housing Commission Meeting 52 Housing Commission Meeting Carlos Ortega Villas 4th of July Resident Lunch Held on July 10, 2024 53 Housing Commission Meeting 54 Housing Commission Meeting 55 Housing Commission Meeting Carlos Ortega Villas Hawaiian Luau 56 Housing Commission Meeting 57 Housing Commission Meeting Las Serenas August Birthday Celebration 58 Housing Commission Meeting HOUSING COMMISSION Year 2024 2024 2024 2024 2024 2024 2024 2024 2024 2024 2023 2023 Month Sep Aug Jul May Jun May Apr Mar Feb Jan Dec Nov Day 11 - - 8 12 8 10 13 - 10 13 - Bauer, Kathleen P - - P E P P P - P P - 0 1 Buller, Jan P - - E P E P P - P P - 0 1 Docken, Olivia P - - P P P P A - P P - 1 1 Firestine, Andrew P - - 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 P - 0 0 Morrison, Melody P - - P P P P P - P P - 0 0 Siddiq, Franchon-Marie P - - P P P E 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 59 Housing Commission Meeting