HomeMy WebLinkAbout2025-02-12 HC Regular Meeting Agenda Packet
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
REGULAR MEETING AGENDA
Wednesday, February 12, 2025
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 January 8, 2025.
4.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR DECEMBER
2024
9
RECOMMENDATION:
Receive and file the Home Improvement Program Activity Report for
December 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.
6.a AUTHORIZE INCREASE TO NOT TO EXCEED AMOUNT OF ADDITIONAL
SERVICES FOR JOHN HARRISON CONTRACTING, INC.
13
RECOMMENDATION:
Recommend to the Palm Desert Housing Authority Board to:
Authorize an increase of $80,000 to the not to exceed amount of
additional services for John Harrison Contracting, Inc. for Fiscal
Year 2024/25 and Fiscal Year 2025/26 for an aggregate amount of
$108,500 each fiscal year.
1.
Appropriate $80,000 from the Housing Authority’s Unobligated 871
Fund Balance to the Fiscal Year 2024/25 operating budget in the
appropriate account for each of the 15 Housing Authority
properties.
2.
Authorize the Executive Director, or his designee, to take any
necessary actions to facilitate and effectuate the actions taken
herewith.
3.
Housing Commission Meeting
February 12, 2025
2
6.b RATIFICATOIN OF V.M. POOL SERVICE AND REPAIR FOR POOL, SPA,
AND WATER FEATURE MAINTENANCE AND REPAIR AT HOUSING
AUTHORITY PROPERTIES IN AN AMOUNT NOT TO EXCEED $95,400.00
15
RECOMMENDATION:
Recommend to the Palm Desert Housing Authority Board to:
Ratify the six-month agreement with V.M. Pool Maintenance and
Repair for pool, spa, and water feature maintenance and repair at
Housing Authority properties in an amount not to exceed
$95,400.00 and $15,000 for additional services as required.
1.
Authorize the Executive Director, or his designee, to take any
necessary actions to execute the agreement and any related
documents to effectuate this action.
2.
6.c REJECT PROPOSALS SUBMITTED FOR CAMERA PROCUREMENT,
INSTALLATION, AND OFF-SITE MONITORING SERVICE FOR
RESIDENTIAL PROPERTIES.
43
RECOMMENDATION:
Recommend to the Palm Desert Housing Authority Board to:
Reject all proposals submitted for Camera Procurement,
Installation, and Off-Site Monitoring Service for Residential
Properties.
1.
Authorize staff to re-solicit a revised Request for Proposals (RFP)
with a smaller-scale camera system and off-site monitoring scope.
2.
7.INFORMATIONAL REPORTS & COMMENTS
7.a SUMMARY OF CITY COUNCIL AND HOUSING AUTHORITY ACTIONS
7.b FALKENBERG/GILLIAM & ASSOCIATES (FGA) MONTHLY REPORTS
FOR DECEMBER 2024
45
7.c HOUSING COMMISSIONERS
7.d CITY COUNCIL LIAISON
7.e CITY STAFF
7.f ATTENDANCE REPORT 67
8.ADJOURNMENT
The next Regular Meeting will be held on March 12,2025, at 3:30 p.m.
Housing Commission Meeting
February 12, 2025
3
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.
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/ Damian Olivares
Recording Secretary
Housing Commission Meeting
February 12, 2025
4
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
REGULAR MEETING MINUTES
January 8, 2025, 3:30 p.m.
Present:
Absent:
City Council Liaison:
Staff Present:
Commissioner Jann Buller, Commissioner Olivia Docken,
Commissioner Andy Firestine, Commissioner Melody Morrison,
Vice Chair Franchon-Marie Siddiq, Chair Kathleen Bauer
Commissioner Dominic Moore
Councilmember Karina Quintanilla
Management Analyst Celina Cabrera, Senior Administrative
Assistant Daniel Mora, Recording Secretary Damian Olivares
1.CALL TO ORDER
A Regular Meeting of the Housing Commission was called to order by Chair Bauer on
January 8,2025, 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.NON-AGENDA PUBLIC COMMENTS
None.
4.CONSENT CALENDAR
To approve the consent calendar as presented.
Motion by: Commissioner Buller
Seconded by: Commissioner Firestine
Motion Carried
4.a APPROVAL OF MINUTES
Approve the Minutes of December 11, 2024.
Motion by: Commissioner Buller
Seconded by: Commissioner Firestine
Motion Carried
5
Housing Commission Meeting
January 8, 2025
2
4.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR NOVEMBER
2024
Receive and file the Home Improvement Program Activity Report for November
2024.
Motion by: Commissioner Buller
Seconded by: Commissioner Firestine
Motion Carried
5.CONSENT ITEMS HELD OVER
None.
6.ACTION CALENDAR
None.
7.INFORMATIONAL REPORTS & COMMENTS
7.a
7.b
7.c
7.d
7.e
7.f
SUMMARY OF CITY COUNCIL AND HOUSING AUTHORITY ACTIONS
None.
FALKENBERG/GILLIAM & ASSOCIATES (FGA) MONTHLY REPORTS FOR
NOVEMBER 2024
Representative of Falkenberg/Gilliam & Associates, Cyndi Karp, provided the
monthly reports for November 2024 and answered inquiries.
HOUSING COMMISSIONERS
None.
CITY COUNCIL LIAISON
Councilmember Quintanilla extended her gratitude to Falkenberg/Gilliam &
Associates for fostering community within the Palm Desert Housing Authority
properties.
CITY STAFF
Senior Management Analyst Cabrera, also extended her gratitude to
Falkenberg/Gillian & Associates for fostering community within the Palm Desert
Housing Authority Properties.
Senior Deputy Clerk, Olivares, reminded Housing Commissioners of the
upcoming AB 1234 Ethics Training on Thursday, January 30, 2025.
ATTENDANCE REPORT
Will be provided as supplemental material.
6
Housing Commission Meeting
January 8, 2025
3
8.ADJOURNMENT
The Housing Commission adjourned at 3:49 p.m
Respectfully submitted,
_________________________
Damian Olivares, Senior Deputy Clerk
Recording Secretary
_________________________
Jessica Gonzales, Housing Manager
Secretary
_________________________
DATE APPROVED BY HOUSING COMMISSION
7
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Page 1 of 1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: February 12, 2025
PREPARED BY: Daniel Mora, Senior Administrative Assistant
SUBJECT: HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR
DECEMBER 2024
RECOMMENDATION:
Receive and file the Home Improvement Activity Report for December 2024 .
FINANCIAL IMPACT:
There is no financial impact with this request.
ATTACHMENTS:
Home Improvement Activity Report for December 2024.
9
10
Home Improvement Program Activity Report
Month of: December 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
11
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Page 1 of 1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: February 12, 2025
PREPARED BY: Celina Cabrera, Senior Management Analyst
SUBJECT: AUTHORIZE INCREASE TO NOT TO EXCEED AMOUNT OF
ADDITIONAL SERVICES FOR JOHN HARRISON CONTRACTING, INC.
RECOMMENDATION:
Recommend to the Palm Desert Housing Authority Board to:
1. Authorize an increase of $80,000 to the not to exceed amount of additional services for John
Harrison Contracting, Inc. for Fiscal Year 2024/25 and Fiscal Year 2025/26 for an aggregate
amount of $108,500 each fiscal year.
2. Appropriate $80,000 from the Housing Authority’s Unobligated 871 Fund Balance to the
Fiscal Year 2024/25 operating budget in the appropriate account for each of the 15 Housing
Authority properties.
3. Authorize the Executive Director, or his designee, to take any necessary actions to facilitate
and effectuate the actions taken herewith.
BACKGROUND/ANALYSIS:
John Harrison Contracting, Inc (“JHC”). was awarded a maintenance services agreement with
the Palm Desert Housing Authority after a competitive bid process beginning on July 1, 2023 ,
and is subject to renewal on June 30, 2026. The Authority Board approved the agreement for
Heating, Ventilation, and Air Conditioning services on June 22, 2023, in an amount of $218,500;
$190,000 for regular maintenance services and $28,500 for additional services per fiscal year.
Additional services include unit repairs, unit replacements, and emergency service response that
may be required.
Due to an increase in unit replacements due to life expectancy as well as increased wear
resulting from critical weather events, the authorized amount of $28,500 has been exhau sted
and an increase is required for additional replacements and repairs as well as to have budget
available for emergency situations.
FINANCIAL IMPACT:
The financial impact of this request will increase the not to exceed amount of the additional
services for JHC for an additional $80,000 for an aggregate amount of $108,500. An
appropriation is necessary from the Housing Authority’s Unobligated 871 Fund Balance in an
amount of $80,000. There is no impact to the General Fund.
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Page 1 of 2
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: February 12, 2025
PREPARED BY: Celina Cabrera, Senior Management Analyst
SUBJECT: RATIFICATOIN OF V.M. POOL SERVICE AND REPAIR FOR POOL, SPA
AND WATER FEATURE MAINTENANCE AND REPAIR AT HOUSING
AUTHORITY PROPERTIES IN AN AMOUNT NOT TO EXCEED
$95,400.00
RECOMMENDATION:
Recommend to the Palm Desert Housing Authority Board to:
1. Ratify the six-month agreement with V.M. Pool Maintenance and Repair for pool, spa, and
water feature maintenance and repair at Housing Authority properties in an amount not to
exceed $95,400.00 and $15,000 for additional services as required.
2. Authorize the Executive Director, or his designee, to take any necessary actions to execute
the agreement and any related documents to effectuate this action.
BACKGROUND/ANALYSIS:
The Housing Authority oversees the maintenance of 16 pools, 7 spas, and 1 water feature, which
are commercial facilities requiring daily servicing and pH balancing in compliance with Riverside
County Health regulations. Failure to perform these services could result in closures and
potential health and safety risks to residents and the public.
The previous contract for these services expired on December 31, 2024. A Request for
Proposals (RFP) was issued by the Palm Desert Housing Authority on October 16, 2024, for a
new pool, spa, and water feature maintenance and repair contract. However, the sole response
from the incumbent contractor Service First, LLC, was unfeasible with a proposed annual
amount of $380,818.44 compared to the then current contract amount of $138,573.11.
On December 12, 2024, the Housing Authority rejected the bid from Service First, LLC and
authorized the re-solicitation of the RFP. In order to ensure the continuity of services in the
best interest of the City, public health, safety and welfare, in the interim, local qualified
contractors were contacted for a six month agreement starting January 1, 2025, and ending
June 30, 2025. Five qualified contractors submitted proposals:
Proposer Proposed 6-Month Amount
Fred Rock Pools $106,200.00
Service First $216,085.32
Shark Pools $217,200.00
Supreme Pool Service $126,180.00
V.M. Pool Service and Repair $95,400.00
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Housing Commission
Palm Desert Housing Authority
Ratification of Pool Maintenance and Repair Agreement
Page 2 of 2
V.M. Pool Maintenance and Repair offered the most cost-effective proposal while meeting all
qualifications including Department of Industrial Relations registration. Staff is preparing a new
RFP for a longer-erm agreement, with the solicitation expected to be published late February
2025 for a July 1, 2025, start date. All qualified contractors will be encouraged to submit
proposals.
Pursuant to the City Code of Ordinances section 3.30.160, the Executive Director may auth orize
the execution of contracts without competitive bidding provided that such award is in the best
interest of the city, or of the public health, safety, and welfare. The maintenance of the pools,
spas, and water features is essential to protecting public health and safety as regular servicing
helps prevent potential health hazards and facility closures.
Staff is requesting an additional $15,000 to provide additional services on an as needed basis
that would include services such as equipment repairs or replacement (i.e., pump, pump motor,
filters, heating tubes, etc.) the treatment of fecal matter, removal of rodents and pests, leaks,
groundwater runoff, etc. All repairs are subject to prevailing wage requirements.
FINANCIAL IMPACT:
Funds for the six-month agreement are included in the Housing Authority FY 2024/25 budget in
the appropriate accounts for each property. There is no financial impact to the General Fund
from this action.
ATTACHMENTS:
1. Pool Maintenance Service Agreement
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 1 -
PALM DESERT HOUSING AUTHORITY
MAINTENANCE SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this 1st day of January, 2025, by and between
the Palm Desert Housing Authority (“the Authority”), a Public Body, Corporate and Politic, a
political subdivision organized under the laws of the State of California with its principal place of
business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578, County of Riverside,
State of California and VM Pool Service & Repairs, Inc., a California Corporation with its
principal place of business at 40395 Firenze Court. Indio, CA 92203 (“Contractor”). The
Authority and Contractor are sometimes individually referred to as “Party” and collectively as
“Parties” in this Agreement.
2. RECITALS.
2.1 Contractor.
Contractor desires to perform and assume responsibility for the provision of certain
maintenance services required by the Authority on the terms and conditions set forth in this
Agreement. Contractor represents that it is experienced in providing maintenance services to
public clients, that it and its subcontractors have all necessary licenses and permits to perform
the services in the State of California, and that it is familiar with the plans of the Authority.
Contractor shall not subcontract any portion of the work required by this Agreement, except as
expressly stated herein, without prior written approval of the Authority. Subcontracts, if any, shall
contain a provision making them subject to all provisions stipulated in this Agreement.
2.2 Project.
The Authority desires to engage Contractor to render such services for the POOL AND
WATER FEATURE MAINTENACE AND REPAIR SERVICES AT PALM DESERT HOUSING
AUTHORITY PROPERTIES project (“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to
the Authority all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply the maintenance services necessary for the Project
(“Services”). The Services are more particularly described in Exhibit “A” attached hereto and
incorporated herein by reference. All Services shall be subject to, and performed in accordance
with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all
applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from January 1, 2025 to June
30, 2025, unless earlier terminated as provided herein. Contractor shall complete the Services
within the term of this Agreement, and shall meet any other established schedules and deadlines.
The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to
complete the Services.
3.2 Responsibilities of Contractor.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Contractor or under its supervision. Contractor will determine the
Docusign Envelope ID: B387CED2-A771-448D-B0A9-A52C784DAB86
HA48770
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 2 -
means, methods and details of performing the Services subject to the requirements of this
Agreement. The Authority retains Contractor on an independent contractor basis and not as an
employee. Any personnel performing the Services under this Agreement on behalf of Contractor
shall not be employees of the Authority and shall at all times be under Contractor’s exclusive
direction and control. Contractor shall pay all wages, salaries, and other amounts due such
personnel in connection with their performance of Services under this Agreement and as required
by law. Contractor shall be responsible for all reports and obligations respecting such additional
personnel, including, but not limited to: social security taxes, income tax withholding,
unemployment insurance, disability insurance, and workers’ compensation insurance.
3.2.2 Schedule of Services. Contractor shall perform the Services in a prompt
and timely manner in accordance with the Schedule of Services set forth in Exhibit “B” attached
hereto and incorporated herein by reference. Contractor represents that it has the professional
and technical personnel required to perform the Services in conformance with such conditions.
Upon request of the Authority, Contractor shall provide a more detailed schedule of anticipated
performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Contractor shall be subject to the approval of the Authority.
3.2.4 Authority’s Representative. The Authority hereby designates JESSICA
GONZALES, HOUSING MANGER, or his or her designee, to act as its representative for the
performance of this Agreement (“Authority’s Representative”). Authority’s Representative shall
have the power to act on behalf of the Authority for all purposes under this Agreement except for
increasing compensation. Contractor shall not accept direction or orders from any person other
than the Authority’s Representative or his or her designee.
3.2.5 Contractor’s Representative. Contractor hereby designates VICTOR
MONTERROSO, CEO or his or her designee, to act as its representative for the performance of
this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full
authority to represent and act on behalf of the Contractor for all purposes under this Agreement.
The Contractor’s Representative shall supervise and direct the Services, using his best skill and
attention, and shall be responsible for all means, methods, techniques, sequences and
procedures and for the satisfactory coordination of all portions of the Services under this
Agreement.
3.2.6 Coordination of Services. Contractor agrees to work closely with the
Authority’s staff in the performance of Services and shall be available to the Authority’s staff,
consultants and other staff at all reasonable times.
3.2.7 Standard of Care; Performance of Employees. Contractor shall perform all
Services under this Agreement in a skillful and competent manner, consistent with the standards
generally recognized as being employed by professionals in the same discipline in the State of
California. Contractor represents and maintains that it is skilled in the professional calling
necessary to perform the Services. Contractor warrants that all employees and subcontractors
shall have sufficient skill and experience to perform the Services assigned to them. Finally,
Contractor represents that it, its employees and subcontractors have all licenses, permits,
qualifications and approvals of whatever nature that are legally required to perform the Services,
including a City Business License, and that such licenses and approvals shall be maintained
throughout the term of this Agreement. Contractor shall perform, at its own cost and expense
and without reimbursement from the Authority, any services necessary to correct errors or
Docusign Envelope ID: B387CED2-A771-448D-B0A9-A52C784DAB86
HA48770
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 3 -
omissions which are caused by the Contractor’s failure to comply with the standard of care
provided for herein. Any employee of the Contractor or its sub-contractors who is determined by
the Authority to be uncooperative, incompetent, a threat to the adequate or timely completion of
the Project, a threat to the safety of persons or property, or any employee who fails or refuses to
perform the Services in a manner acceptable to the Authority, shall be promptly removed from
the Project by the Contractor and shall not be re-employed to perform any of the Services or to
work on the Project.
3.2.8 Period of Performance. Contractor shall perform and complete all Services
under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”).
Contractor shall perform the Services in strict accordance with any completion schedule or Project
milestones described in Exhibits “A” or “B” attached hereto, or which may be provided separately
in writing to the Contractor. Contractor agrees that if the Services are not comp leted within the
aforementioned Performance Time and/or pursuant to any such completion schedule or Project
milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged
and agreed that the Authority will suffer damage.
3.2.9 Disputes. Should any dispute arise respecting the true value of any work
done, of any work omitted, or of any extra work which Contractor may be required to do, or
respecting the size of any payment to Contractor during the performance of this Contract,
Contractor shall continue to perform the Work while said dispute is decided by the Authority. If
Contractor disputes the Authority’s decision, Contractor shall have such remedies as may be
provided by law.
3.2.10 Laws and Regulations; Employee/Labor Certifications. Contractor shall
keep itself fully informed of and in compliance with all local, state and federal laws, rules and
regulations in any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for
all violations of such laws and regulations in connection with the Services and this Agreement.
All violations of such laws and regulations shall be grounds for the Authority to terminate the
Agreement for cause. The Authority is a public entity of the State of California subject to certain
provisions of the Health & Safety Code, Government Code, Public Contract Code, and Labor
Code of the State. It is stipulated and agreed that all provisions of the law applicable to the public
contracts of a municipality are a part of this Agreement to the same extent as though set forth
herein and will be complied with.
3.2.10.1 Employment Eligibility; Contractor. Contractor certifies that
it fully complies with all requirements and restrictions of state and federal law respecting the
employment of undocumented aliens, including, but not limited to, the Immigration Reform and
Control Act of 1986, as may be amended from time to time and shall require all subconsultants
and sub-subconsultants to comply with the same. Contractor certifies that it has not committed a
violation of any such law within the five (5) years immediately preceding the date of execution of
this Agreement, and shall not violate any such law at any time during the term of the Agreement.
3.2.10.2 Labor Certification. By its signature hereunder, Contractor
certifies that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Workers’ Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
Docusign Envelope ID: B387CED2-A771-448D-B0A9-A52C784DAB86
HA48770
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 4 -
3.2.10.3 Equal Opportunity Employment. Contractor represents that
it is an equal opportunity employer and it shall not discriminate against any subcontractor,
employee or applicant for employment because of race, religion, color, national origin, handicap,
ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities
related to initial employment, upgrading, demotion, transfer, recruitment or recruitment
advertising, layoff or termination. Contractor shall comply with all relevant provisions of the
Authority’s Minority Business Enterprise program, Affirmative Action Plan or other related
programs or guidelines currently in effect or hereinafter enacted.
3.2.10.4 Air Quality. Contractor must fully comply with all applicable
laws, rules and regulations in furnishing or using equipment and/or providing services, including,
but not limited to, emissions limits and permitting requirements imposed by the California Air
Resources Board (CARB). Contractor shall specifically be aware of the CARB limits and
requirements’ application to “portable equipment”, which definition is considered by CARB to
include any item of equipment with a fuel-powered engine. Contractor shall indemnify the
Authority against any fines or penalties imposed by CARB or any other governmental or regulatory
agency for violations of applicable laws, rules and/or regulations by Contractor, its
subcontractors, or others for whom Contractor is responsible under its indemnity obligations
provided for in this Agreement.
3.2.10.5 Water Quality Management and Compliance. To the extent
applicable, Contractor’s Services must account for, and fully comply with, all local, state and
federal laws, rules and regulations that may impact water quality compliance, including, without
limitation, all applicable provisions of the Federal Water Pollution Control Act (33 U.S.C. §§ 1300);
the California Porter-Cologne Water Quality Control Act (Cal Water Code §§ 13000-14950); laws,
rules and regulations of the Environmental Protection Agency and the State Water Resources
Control Board; the City’s ordinances regulating discharges of storm water; and any and all
regulations, policies, or permits issued pursuant to any such authority regulating the discharge of
pollutants, as that term is used in the Porter-Cologne Water Quality Control Act, to any ground or
surface water in the State. Failure to comply with the laws, regulations and policies described in
this Section is a violation of law that may subject Contractor to penalties, fines, or additional
regulatory requirements.
3.2.11 Insurance.
3.2.11.1 Minimum Requirements. Without limiting Contractor’s
indemnification of the Authority, and prior to commencement of the Services, Contractor shall
obtain, provide and maintain at its own expense during the term of this Agreement, policies of
insurance of the type and amounts described below and in a form that is satisfactory to the
Authority.
(A) General Liability Insurance. Contractor shall maintain
commercial general liability insurance with coverage at least as broad as Insurance Services
Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general
aggregate, for bodily injury, personal injury, and property damage. The policy must include
contractual liability that has not been amended. Any endorsement restricting standard ISO
“insured contract” language will not be accepted.
(B) Automobile Liability Insurance. Contractor shall maintain
automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering
bodily injury and property damage for all activities of the Contractor arising out of or in connection
Docusign Envelope ID: B387CED2-A771-448D-B0A9-A52C784DAB86
HA48770
20
CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 5 -
with Work to be performed under this Agreement, including coverage for any owned, hired, non-
owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each
accident. The City’s Risk Manager may modify this requirement if it is determined that Consultant
will not be utilizing a vehicle in the performance of his/her duties under this Agreement.
(C) Umbrella or Excess Liability Insurance. Contractor may opt
to utilize umbrella or excess liability insurance in meeting insurance requirements. In such
circumstances, Contractor may obtain and maintain an umbrella or excess liability insurance
policy with limits that will provide bodily injury, personal injury and property damage liability
coverage at least as broad as the primary coverages set forth above, including commercial
general liability and employer’s liability. Such policy or policies shall include the following terms
and conditions:
(a) A drop down feature requiring the policy to
respond if any primary insurance that would otherwise have applied proves to be uncollectible in
whole or in part for any reason;
(b) Pay on behalf of wording as opposed to
reimbursement;
(c) Concurrency of effective dates with primary
policies; and
(d) Policies shall “follow form” to the underlying
primary policies.
(e) Insureds under primary policies shall also be
insureds under the umbrella or excess policies.
(D) Workers’ Compensation Insurance. Contractor shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance
(with limits of at least $1,000,000). Contractor shall submit to the Authority, along with the
certificate of insurance, a Waiver of Subrogation endorsement in favor of the Authority, the City,
its elected or appointed officers, and their respective agents, officials, employees, volunteers and
representatives.
(E) Fidelity Coverage. Contractor shall provide evidence of
fidelity coverage on a blanket fidelity bond or other acceptable form. Limits shall be no less than
$1,000,000 per occurrence.
(F) Cyber Liability Insurance. RESERVED
(G) Pollution Liability Insurance. Environmental Impairment
Liability Insurance shall be written on a Contractor’s Pollution Liability form or other form
acceptable to the Authority providing coverage for liability arising out of sudden, accidental and
gradual pollution and remediation. The policy limit shall be no less than $1,000,000 dollars per
claim and in the aggregate. All activities contemplated in this Agreement shall be specifically
scheduled on the policy as “covered operations.” The policy shall provide coverage for the hauling
of waste from the Project site to the final disposal location, including non-owned disposal sites.
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3.2.11.2 Other Provisions and Requirements.
(A) Proof of Insurance. Contractor shall provide certificates of
insurance to the Authority as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers’ compensation. Insurance certificates and
endorsements must be approved by City’s Risk Manager prior to commencement of performance.
Current certification of insurance shall be kept on file with the Authority at all times during the term
of this contract. The Authority reserves the right to require complete, certified copies of all required
insurance policies, at any time.
(B) Duration of Coverage. Contractor shall procure and
maintain for the duration of the contract insurance against claims for injuries to persons or
damages to property, which may arise from or in connection with the performance of the work
hereunder by Contractor, his/her agents, representatives, employees or subconsultants.
(C) Primary/Non-Contributing. Coverage provided by
Contractor shall be primary and any insurance or self-insurance procured or maintained by the
Authority shall not be required to contribute with it. The limits of insurance required herein may be
satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess
insurance shall contain or be endorsed to contain a provision that such coverage shall also apply
on a primary and non-contributory basis for the benefit of the Authority before the Authority’s own
insurance or self-insurance shall be called upon to protect it as a named insured.
(D) Authority’s Rights of Enforcement. In the event any policy of
insurance required under this Agreement does not comply with these specifications, or is
canceled and not replaced, the Authority has the right, but not the duty, to obtain the insurance it
deems necessary and any premium paid by the Authority will be promptly reimbursed by
Contractor, or the Authority will withhold amounts sufficient to pay premium from Contractor
payments. In the alternative, the Authority may cancel this Agreement.
(E) Acceptable Insurers. All insurance policies shall be issued
by an insurance company currently authorized by the Insurance Commissioner to transact
business of insurance or is on the List of Approved Surplus Line Insurers in the State of California,
with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or
larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise
approved by the City’s Risk Manager.
(F) Waiver of Subrogation. All insurance coverage maintained
or procured pursuant to this agreement shall be endorsed to waive subrogation against the
Authority, the City, its elected or appointed officers, and their respective agents, officials,
employees, volunteers and representatives, or shall specifically allow Contractor or others
providing insurance evidence in compliance with these specifications to waive their right of
recovery prior to a loss. Contractor hereby waives its own right of recovery against the Authority,
the City, its elected or appointed officers, and their respective agents, officials, employees,
volunteers and representatives, and shall require similar written express waivers and insurance
clauses from each of its subcontractors.
(G) Enforcement of Contract Provisions (non estoppel).
Contractor acknowledges and agrees that any actual or alleged failure on the part of the Authority
to inform Contractor of non-compliance with any requirement imposes no additional obligations
on the Authority nor does it waive any rights hereunder.
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(H) Requirements Not Limiting. Requirements of specific
coverage features or limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided by any insurance.
Specific reference to a given coverage feature is for purposes of clarification only as it pertains to
a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Contractor maintains higher limits than the
minimums shown above, the Authority requires and shall be entitled to coverage for the higher
limits maintained by the Contractor. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the Authority.
(I) Notice of Cancellation. Contractor agrees to oblige its
insurance agent or broker and insurers to provide the Authority with a thirty (30) day notice of
cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of
coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile
liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed
to provide that the Authority, the City, its elected or appointed officers, and their respective agents,
officials, employees, volunteers and representatives, shall be additional insureds under such
policies. This provision shall also apply to any excess/umbrella liability policies.
(K) Prohibition of Undisclosed Coverage Limitations. None of
the coverages required herein will be in compliance with these requirements if they include any
limiting endorsement of any kind that has not been first submitted to the Authority and approved
of in writing.
(L) Separation of Insureds. A severability of interests provision
must apply for all additional insureds ensuring that Contractor’s insurance shall apply separately
to each insured against whom claim is made or suit is brought, except with respect to the insurer’s
limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
(M) Pass Through Clause. Contractor agrees to ensure that its
sub-consultants, sub-contractors, and any other party involved with the Project who is brought
onto or involved in the project by Contractor, provide the same minimum insurance coverage and
endorsements required of Contractor. Contractor agrees to monitor and review all such coverage
and assumes all responsibility for ensuring that such coverage is provided in conformity with the
requirements of this section. Contractor agrees that upon request, all agreements with
consultants, subcontractors, and others engaged in the Project will be submitted to the Authority
for review.
(N) Authority’s Right to Revise Specifications. The Authority or
its Risk Manager reserves the right at any time during the term of the contract to change the
amounts and types of insurance required by giving the Contractor ninety (90) days advance
written notice of such change. If such change results in cost to the Contractor, the Authority and
Contractor may renegotiate Contractor’s compensation. If the Authority reduces the insurance
requirements, the change shall go into effect immediately and require no advanced written notice.
(O) Self-Insured Retentions. Any self-insured retentions must
be declared to and approved by the Authority. The Authority reserves the right to require that self-
insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be
considered to comply with these specifications unless approved by the Authority.
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(P) Timely Notice of Claims. Contractor shall give the Authority
prompt and timely notice of claims made or suits instituted that arise out of or result from
Contractor’s performance under this Agreement, and that involve or may involve coverage under
any of the required liability policies.
(Q) Additional Insurance. Contractor shall also procure and
maintain, at its own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the work.
3.2.12 Safety. Contractor shall execute and maintain its work so as to avoid injury
or damage to any person or property. In carrying out its Services, the Contractor shall at all times
be in compliance with all applicable local, state and federal laws, rules and regulations, and shall
exercise all necessary precautions for the safety of employees appropriate to the nature of the
work and the conditions under which the work is to be performed. Safety precautions, where
applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving
equipment and procedures; (B) instructions in accident prevention for all employees and
subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks,
confined space procedures, trenching and shoring, equipment and other safety devices,
equipment and wearing apparel as are necessary or lawfully required to prevent accidents or
injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety
measures.
3.2.13 Bonds.
3.2.13.1 Performance Bond. If required by law or otherwise
specifically requested by the Authority attached hereto and incorporated herein by reference,
Contractor shall execute and provide to the Authority concurrently with this Agreement a
Performance Bond in the amount of the total, not-to-exceed compensation indicated in this
Agreement, and in a form provided or approved by the Authority. If such bond is required, no
payment will be made to Contractor until it has been received and approved by the Authority.
3.2.13.2 Payment Bond. If required by law or otherwise specifically
requested by the Authority attached hereto and incorporated herein by reference, Contractor shall
execute and provide to the Authority concurrently with this Agreement a Payment Bond in the
amount of the total, not-to-exceed compensation indicated in this Agreement, and in a form
provided or approved by the Authority. If such bond is required, no payment will be made to
Contractor until it has been received and approved by the Authority.
3.2.13.3 Bond Provisions. Should, in the Authority’s sole opinion,
any bond become insufficient or any surety be found to be unsatisfactory, Contractor shall renew
or replace the affected bond within ten (10) days of receiving notice from the Authority. In the
event the surety or Contractor intends to reduce or cancel any required bond, at least thirty (30)
days prior written notice shall be given to the Authority, and Contractor shall post acceptable
replacement bonds at least ten (10) days prior to expiration of the original bonds. No further
payments shall be deemed due or will be made under this Agreement until any replacement bonds
required by this Section are accepted by the Authority. To the extent, if any, that the total
compensation is increased in accordance with the Agreement, the Contractor shall, upon request
of the Authority, cause the amount of the bonds to be increased accordingly and shall promptly
deliver satisfactory evidence of such increase to the Authority. To the extent available, the bonds
shall further provide that no change or alteration of the Agreement (including, without limitation,
an increase in the total compensation, as referred to above), extensions of time, or modifications
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of the time, terms, or conditions of payment to the Contractor, will release the surety. If the
Contractor fails to furnish any required bond, the Authority may terminate this Agreement for
cause.
3.2.13.4 Surety Qualifications. Only bonds executed by an admitted
surety insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted. The
surety must be a California-admitted surety with a current A.M. Best’s rating no less than A:VIII
and satisfactory to the Authority. If a California-admitted surety insurer issuing bonds does not
meet these requirements, the insurer will be considered qualified if it is in conformance with
Section 995.660 of the California Code of Civil Procedure, and proof of such is provided to the
Authority.
3.2.14 Accounting Records. Contractor shall maintain complete and accurate
records with respect to all costs and expenses incurred under this Agreement. All such records
shall be clearly identifiable. Contractor shall allow a representative of the Authority during normal
business hours to examine, audit, and make transcripts or copies of such records and any other
documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of three (3) years
from the date of final payment under this Agreement.
3.2.15 Work Sites.
3.2.15.1 Inspection Of Site. Contractor shall visit sites where
Services are to be performed and shall become acquainted with all conditions affecting the
Services prior to commencing the Services. Contractor shall make such examinations as it deems
necessary to determine the condition of the work sites, its accessibility to materials, workmen and
equipment, and to determine Contractor’s ability to protect existing surface and subsurface
improvements. No claim for allowances–time or money–will be allowed as to such matters after
commencement of the Services. Unless expressly stated otherwise in the Special Conditions or
Specifications, Contractor acknowledges that Work sites are occupied residential communities
and that Work shall be completed in a manner that ensures minimal resident impact.
3.2.15.2 Field Measurements. Contractor shall make field
measurements, verify field conditions and shall carefully compare such field measurements and
conditions and other information known to Contractor with the Contract, including any plans,
specifications, or scope of work before commencing Services. Errors, inconsistencies or
omissions discovered shall be reported to the Authority immediately and prior to performing any
Services or altering the condition.
3.2.15.3 Removal of Waste and Debris. Contractor shall remove at
its own expense all rubbish and waste materials resulting from its operations, including any
material that may fall in swimming pools, lagoons, or other water features. If on private property,
Contractor must obtain permission from the property owner prior to removing debris. All debris
must be removed before the end of the day unless otherwise directed by Authority or Authority’s
agent.
3.2.15.4 Notifications to Authority and Residents. The Contractor
shall acknowledge that the Authority provides forty-eight (48) hours’ notice in advance of the start
of any Work that is to occur at any residential unit. Contractor shall provide sufficient notice to
the Authority before beginning any such Work so that the Authority may provide timely notice to
residents.
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3.2.15.5 Paths of Travel. Pedestrian paths of travel must be
maintained free of obstructions and hazardous conditions, except where the condition is
necessary for completion of the Work. To the extent any portion of the Work requires obstructing
pedestrian paths of travel, the Work shall be performed so as to minimize the extent of the
obstruction. Where Contractor’s operations may create hazardous conditions to pedestrian paths
of travel, appropriate signing and barricades shall be installed to safely route pedestrians around
the impacted area. The Authority shall be given at least 48-hours’ notice prior to the creation of
any condition affecting pedestrian paths of travel.
3.2.15.6 Water Quality Management and Compliance. Contractor
shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance
with all local, state, and federal laws, rules and regulations that may impact, or be implicated by
the performance of the Work including, without limitation, all applicable provisions of the local
ordinances regulating discharges of storm water; the Federal Water Pollution Control Act (33
U.S.C. § 1251 et seq.);the California Porter-Cologne Water Quality Control Act (Water Code§
13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such
authority. Contractor shall additionally comply with the lawful requirements of any local agency
with jurisdiction over the location where the Work is to be conducted, regarding discharges of
storm water to separate storm drain systems or other watercourses, including applicable
requirements in municipal storm water management programs.
3.2.15.7 Hazardous Materials and Differing Conditions. Should
Contractor encounter material reasonably believed to be polychlorinated biphenyl (PCB) or other
toxic wastes, hazardous substances and hazardous materials as defined in California state or
federal law at the site which have not been rendered harmless, the Contractor shall immediately
stop work at the affected area and shall report the condition to the Authority in writing. The
Authority shall contract for any services required to directly remove and/or abate PCBs,
hazardous substances, other toxic wastes and hazardous materials, and shall not require the
Contractor to subcontract for such services. The Services in the affected area shall not thereafter
be resumed except by written agreement of the Authority and Contractor.
3.2.16 Loss and Damage. Contractor shall be responsible for all loss and
damage which may arise out of the nature of the Services agreed to herein, or from the action of
the elements, or from any unforeseen difficulties which may arise or be encountered in the
prosecution of the Services until the same is fully completed and accepted by the Authority.
3.2.17 Warranty. Contractor warrants all Services under the Agreement (which
for purposes of this Section shall be deemed to include unauthorized work which has not been
removed and any non-conforming materials incorporated into the work) to be of good quality and
free from any defective or faulty material and workmanship. Contractor agrees that for a period
of one year (or the period of time specified elsewhere in the Agreement or in any guarantee or
warranty provided by any manufacturer or supplier of equipment or materials incorporated into
the work, whichever is later) after the date of final acceptance, Contractor shall within ten (10)
days after being notified in writing by the Authority of any defect in the Services or
non-conformance of the Services to the Agreement, commence and prosecute with due diligence
all Services necessary to fulfill the terms of the warranty at its sole cost and expense. Contractor
shall act sooner as requested by the Authority in response to an emergency. In addition,
Contractor shall, at its sole cost and expense, repair and replace any portions of the work (or work
of other contractors) damaged by its defective Services or which becomes damaged in the course
of repairing or replacing defective work. For any work so cor rected, Contractor’s obligation
hereunder to correct defective work shall be reinstated for an additional one (1) year period,
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commencing with the date of acceptance of such corrected work. Contractor shall perform such
tests as the Authority may require to verify that any corrective actions, including, without limitation,
redesign, repairs, and replacements comply with the requirements of the Agreement. All costs
associated with such corrective actions and testing, including the removal, replacement, and
reinstitution of equipment and materials necessary to gain access, shall be the sole responsibility
of the Contractor. All warranties and guarantees of subcontractors, suppliers and manufacturers
with respect to any portion of the work, whether express or implied, are deemed to be obtained
by Contractor for the benefit of the Authority, regardless of whether or not such warranties and
guarantees have been transferred or assigned to the Authority by separate agreement and
Contractor agrees to enforce such warranties and guarantees, if necessary, on behalf of the
Authority. In the event that Contractor fails to perform its obligations under this Section, or under
any other warranty or guaranty under this Agreement, to the reasonable satisfaction of the
Authority, the Authority shall have the right to correct and replace any defective or non-conforming
work and any work damaged by such work or the replacement or correction thereof at Contractor's
sole expense. Contractor shall be obligated to fully reimburse the Authority for any expenses
incurred hereunder upon demand.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set forth
in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall
not exceed Ninety Five Thousand Four Hundred and 00/100 Dollars ($95,400.00) without
written approval of the Palm Desert Housing Authority Board or Executive Director, as applicable.
3.3.2 Payment of Compensation. Contractor shall submit to the Authority
monthly invoices which provides a detailed description of the Services and hours rendered by
Contractor. The Authority shall, within thirty (30) days of receiving such statement, review the
statement and pay all non-disputed and approved charges. Contractor shall submit its final
invoice to the Authority within thirty (30) days from the last date of provided Services or termination
of this Agreement and failure by the Contractor to submit a timely invoice shall constitute a waiver
of its right to final payment. Payment shall not constitute acceptance of any Services completed
by Contractor. The making of final payment shall not constitute a waiver of any claims by the
Authority for any reason whatsoever.
3.3.3 Deductions. The Authority may deduct or withhold, as applicable, from
each progress payment an amount necessary to protect the Authority from loss because of: (1)
stop payment notices as allowed by state law; (2) unsatisfactory prosecution of the Services by
Contractor; (3) sums representing expenses, losses, or damages as determined by the Authority,
incurred by the Authority for which Contractor is liable under the Agreement; and (4) any other
sums which the Authority is entitled to recover from Contractor under the terms of the Agreement
or pursuant to state law, including Section 1727 of the California Labor Code. The failure by the
Authority to deduct any of these sums from a progress payment shall not constitute a waiver of
the Authority's right to such sums.
3.3.4 Reimbursement for Expenses. Contractor shall not be reimbursed for any
expenses unless authorized in writing by the Authority.
3.3.5 Extra Work. At any time during the term of this Agreement, the Authority
may request that Contractor perform Extra Work. As used herein, “Extra Work” means any work
which is determined by the Authority to be necessary for the proper completion of the Project, but
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which the parties did not reasonably anticipate would be necessary at the execution of this
Agreement. Contractor shall not perform, nor be compensated for, Extra Work without written
authorization from the Authority’s Representative.
3.3.6 Prevailing Wages. Contractor is aware of the requirements of California
Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations,
Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing
wage rates and the performance of other requirements on “public works” and “maintenance”
projects. If the Services are being performed as part of an applicable “public works” or
“maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is
$1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. The Authority
shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the
commencement of this Agreement. Contractor shall make copies of the prevailing rates of per
diem wages for each craft, classification or type of worker needed to execute the Services
available to interested parties upon request, and shall post copies at the Contractor’s principal
place of business and at the Project site. Contractor shall defend, indemnify and hold the
Authority, the City, its elected or appointed officers, and their respective agents, officials,
employees, volunteers and representatives free and harmless from any claim or liability arising
out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory
upon the Contractor and all subcontractors to comply with all California Labor Code provisions,
which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775),
employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code
Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment
of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit
certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4
shall not apply to work performed on a public works project that is exempt pursuant to the small
project exemption specified in Labor Code Section 1771.4.
3.3.7 Registration/DIR Compliance. If the Services are being performed as part
of an applicable “public works” or “maintenance” project, and if the total compensation is $15,000
or more, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Contractor and all
subcontractors performing such Services must be registered with the Department of Industrial
Relations. Contractor shall maintain registration for the duration of the Project and require the
same of any subcontractors, as applicable. This Project may also be subject to compliance
monitoring and enforcement by the Department of Industrial Relations. It shall be Contractor’s
sole responsibility to comply with all applicable registration and labor compliance requirements.
Any stop orders issued by the Department of Industrial Relations against Contractor or any
subcontractor that affect Contractor’s performance of Services, including any delay, shall be
Contractor’s sole responsibility. Any delay arising out of or resulting from such stop orders shall
be considered Contractor caused delay and shall not be compensable by the Authority.
Contractor shall defend, indemnify and hold the Authority, the City, its elected or appointed
officers, and their respective agents, officials, employees, volunteers and representatives free
and harmless from any claim or liability arising out of stop orders issued by the Department of
Industrial Relations against Contractor or any subcontractor.
3.4 Termination of Agreement.
3.4.1 Grounds for Termination. The Authority may, by written notice to
Contractor, terminate the whole or any part of this Agreement at any time and without cause by
giving written notice to Contractor of such termination, and specifying the effective date thereof,
at least seven (7) days before the effective date of such termination. Upon termination, Contractor
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shall be compensated only for those Services which have been adequately rendered to the
Authority, and Contractor shall be entitled to no further compensation. Contr actor may not
terminate this Agreement except for cause.
3.4.2 Effect of Termination. If this Agreement is terminated as provided herein,
the Authority may require Contractor to provide all finished or unfinished information of any kind
prepared by Contractor in connection with the performance of Services under this Agreement.
Contractor shall be required to provide such document and other information within fifteen (15)
days of the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole or
in part as provided herein, the Authority may procure, upon such terms and in such manner as it
may determine appropriate, services similar to those terminated.
3.5 General Provisions.
3.5.1 Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective parties at the following address, or at such other address as the
respective parties may provide in writing for this purpose:
Contractor:
VM Pool Service & Repair, Inc.
40395 Firenze Ct.
Indio, CA 92203
Attn: VICTOR MONTERROSO,
PRESIDENT/CEO/SECRETARY/CFO
Authority:
Palm Desert Housing Authority
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
Attn: JESSICA GONZALES, HOUSING MANAGER
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the date
actual notice occurred, regardless of the method of service.
3.5.2 Indemnification.
3.5.2.1 Scope of Indemnity. To the fullest extent permitted by law,
Contractor shall defend, indemnify and hold the Authority, the City, its elected or appointed
officers, and their respective agents, officials, employees, volunteers and representatives free
and harmless from any and all claims, demands, causes of action, suits, actions, proceedings,
costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any
kind, in law or equity, regardless of whether the allegations are false, fraudulent, or groundless,
to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out
of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Contractor,
its officials, officers, employees, subcontractors, consultants or agents in connection with the
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performance of the Services, the Project or this Agreement, including without limitation the
payment of all expert witness fees, attorneys’ fees and other related costs and expenses except
such Claims caused by the sole or active negligence or willful misconduct of the Authority.
3.5.2.2 Additional Indemnity Obligations. Contractor shall defend,
with counsel of the Authority’s choosing and at Contractor’s own cost, expense and risk, any and
all Claims covered by this section that may be brought or instituted against the Authority, the City,
its elected or appointed officers, and their respective agents, officials, employees, volunteers and
representatives. In addition, Contractor shall pay and satisfy any judgment, award or decree that
may be rendered against the Authority, the City, its elected or appointed officers, and their
respective agents, officials, employees, volunteers and representatives as part of any such claim,
suit, action or other proceeding. Contractor shall also reimburse the Authority for the cost of any
settlement paid by the Authority, the City, its elected or appointed officers, and their respective
agents, officials, employees, volunteers and representatives as part of any such claim, suit, action
or other proceeding. Such reimbursement shall include payment for the Authority’s attorney’s
fees and costs, including expert witness fees. Contractor shall reimburse the Authority, the City,
its elected or appointed officers, and their respective agents, officials, employees, volunteers and
representatives, for any and all legal expenses and costs incurred by each of them in connection
therewith or in enforcing the indemnity herein provided. Contractor’s obligation to indemnify shall
survive expiration or termination of this Agreement, and shall not be restricted to insurance
proceeds, if any, received by the Contractor, the Authority, the City, its elected or appointed
officers, and their respective agents, officials, employees, volunteers and representatives.
3.5.3 Governing Law; Government Code Claim Compliance. This Agreement
shall be governed by the laws of the State of California. Venue shall be in Riverside County. In
addition to any and all Agreement requirements pertaining to notices of and requests for
compensation or payment for extra work, disputed work, claims and/or changed conditions,
Contractor must comply with the claim procedures set forth in Government Code sections 900 et
seq. prior to filing any lawsuit against the Authority. Such Government Code claims and any
subsequent lawsuit based upon the Government Code claims shall be limited to those matters
that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or
changed conditions have been followed by Contractor. If no such Government Code claim is
submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified
herein, Contractor shall be barred from bringing and maintaining a valid lawsuit against the
Authority.
3.5.4 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.5.5 Authority’s Right to Employ Other Contractors. The Authority reserves right
to employ other contractors in connection with this Project.
3.5.6 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.7 Assignment or Transfer. Contractor shall not assign, hypothecate or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the Authority. Any attempt to do so shall be null and void, and any
assignees, hypothecates or transferees shall acquire no right or interest by reason of such
attempted assignment, hypothecation or transfer.
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 15 -
3.5.8 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be
construed simply, according to its fair meaning, and not strictly for or against any Party. Any term
referencing time, days or period for performance shall be deemed calendar days and not work
days. All references to Contractor include all personnel, employees, agents, and subcontractors
of Contractor, except as otherwise specified in this Agreement. All references to the Authority
include the City, its elected or appointed officers, and their respective agents, officials, employees,
volunteers and representatives except as otherwise specified in this Agreement. The captions of
the various articles and paragraphs are for convenience and ease of reference only, and do not
define, limit, augment, or describe the scope, content or intent of this Agreement.
3.5.9 Amendment; Modification. No supplement, modification or amendment of
this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.10 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel or otherwise.
3.5.11 No Third Party Beneficiaries. Except to the extent expressly provided for
in Section 3.5.7, there are no intended third party beneficiaries of any right or obligation assumed
by the Parties.
3.5.12 Invalidity; Severability. If any portion of this Agreement is declared invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions
shall continue in full force and effect.
3.5.13 Prohibited Interests. Contractor maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely
for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not
paid nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. For breach or violation
of this warranty, the Authority shall have the right to rescind this Agreement without liability. For
the term of this Agreement, no member, officer or employee of the Authority, during the term of
his or her service with the Authority, shall have any direct interest in this Agreement, or obtain any
present or anticipated material benefit arising therefrom.
3.5.14 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be necessary,
appropriate or convenient to attain the purposes of this Agreement.
3.5.15 Authority to Enter Agreement. Contractor has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party
warrants that the individuals who have signed this Agreement have the legal power, right, and
authority to make this Agreement and bind each respective Party.
3.5.16 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 - 16 -
3.5.17 Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by both
parties.
3.5.18 Federal Provisions. Reserved
[SIGNATURES ON NEXT PAGE]
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1
SIGNATURE PAGE FOR MAINTENANCE SERVICES AGREEMENT
BETWEEN THE PALM DESERT HOUSING AUTHORITY
AND VM POOL SERVICE & REPAIRS, INC.
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed
on the day and year first above written.
PALM DESERT HOUSING AUTHORITY
By:
L. Todd Hileman
Executive Director
ATTEST:
By:
Anthony J. Mejia
Secretary
APPROVED AS TO FORM:
By: __________________________
Isra Shah
Best Best & Krieger LLP
Special Legal Counsel
VM POOL SERVICE & REPAIRS, INC.
By: ________________________________
Victor Monterroso
President/Secretary
_____957537_____________________
Contractor’s License Number and
Classification
____1000370072____________________
DIR Registration Number (if applicable)
City Clerk QC: _____
Contracts QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
_____
Bonds
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CONTRACT NO. _____________
(BB&K 2019)
72500.00001\32374943.1
EXHIBIT “A”
SCOPE OF SERVICES
Routine Maintenance Services
Daily Pool and Spa Maintenance.
1. Perform daily cleaning and chemical balancing, including skimming, vacuuming, brushing,
and emptying baskets.
2. Check and adjust choline, pH, and other chemical levels as required to maintain water
quality.
3. Inspect and service pool pumps, filters, heaters, and other equipment to ensure proper
operation.
4. Maintain detailed logs of chemical levels and work performed each day.
5. Ensure compliance with Riverside County Environmental Health Department Standards,
California Department of Public Health, and any other health regulations regarding pool safety
and water quality.
6. On-site storage of chemical is prohibited; except as required to be kept on site by a health
and/or safety regulatory body.
Daily Water Feature Maintenance
1. Conduct daily cleaning and maintenance of water feature at One Quail Place property.
2. Test and adjust water chemistry to maintain clarity and prevent algae growth.
3. Inspect and maintain pumps, lighting, and mechanical components for proper function.
4. Check for leaks or damage daily and report issues to the Housing Authority promptly.
Preventative Equipment Maintenance
1. Perform regular inspections of all equipment to identify potential issues.
2. Lubricate moving parts, replace seals, and clean or replace filters as needed.
3. Provide monthly report summarizing the condition of all pools, spas, and water feature.
4. Replace damaged or malfunctioning components, including pumps, motors, lighting, and
control systems.
Emergency Repairs:
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CONTRACT NO. _____________
(BB&K 2019)
72500.00001\32374943.1
1. Provide emergency repair services with a response time of 2 hours for issues posing
immediate safety hazards or significant operational disruptions.
2. Establish a 24/7 emergency contact protocol.
Repair Logging and Documentation
1. Maintain a comprehensive log of all repairs conducted, including date, time, nature of the
issue, actions taken, and parts replaced.
2. Submit monthly repair reports to PDHA detailing all maintenance and repair activities.
3. Ensure that all repair logs are accessible to PDHA upon request for review and audit
purposes.
Warranty Management:
1. Provide documentation of all warranties for parts and labor associated with repairs.
2. Manage warranty claims on behalf of PDHA, ensuring timely resolution and replacement of
faulty components.
3. Maintain a record of all warranty information and provide updates to PDHA as warranties
expire or are renewed.
Chemicals:
1. On-site storage of chemicals is strictly prohibited except as required to be on-site by a health
and/or safety regulatory body.
2. Handling of pool and spa chemicals must comply with the guidelines set forth by the
California Division of Occupational Safety and Health (Cal/OSHA) and other safety regulatory
bodies.
General Contract Scope of Services:
Proposer shall:
1. Provide the necessary manpower and equipment to maintain the Properties, at the level
of maintenance and service defined by the Authority, for a period of six (6) months
commencing on January 1, 2025.
2. Be responsible for the maintenance program and repairs of the Authority Properties.
3. Maintain all pools, spas, and water features to meet applicable Riverside County Health
Department standards and any other applicable governing entity.
4. Inspect and maintain records on all pools, water features and equipment.
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CONTRACT NO. _____________
(BB&K 2019)
72500.00001\32374943.1
5. Perform preventative maintenance on mechanical, electrical, and related equipment.
6. Provide appropriate equipment and labor for the execution of all maintenance activities.
7. The Authority reserves the right to inspect and/or approve any equipment used in this
contract. If the Authority deems the equipment to be in disrepair or inappropriate to the
task at hand, the Authority may require that the equipment be removed from the job site
and replaced with a different piece of equipment.
8. Provide personnel fully trained and certified in all phases of pool and water feature
maintenance and chemical acquisition activities for the Authority Properties.
9. Provide personnel capable of effective verbal communication with the Authority
representatives. If the Authority deems personnel to be inadequate to accomplish the
task at hand, the Authority may require that the personnel be removed from the job site
and replaced with personnel demonstrating the appropriate level of job knowledge, skills,
and verbal communication to effectively accomplish the Services.
10. Remove debris caused by all maintenance activities on the same working day that such
debris is accumulated unless otherwise stated.
11. Perform preventive maintenance and repairs of all aspects of the Authority pool and
water feature systems and ensures that repairs comply with applicable manufacturer’s
specifications and procedures.
12. Maintain filter systems, inspect filter’s proper flow rates; perform water quality tests,
inspect fixtures for leaks, condition of equipment; conduct periodic maintenance; log
appropriate data and maintain documentation.
13. Maintain, adjust, repair chemical controllers to include calibration and standardization;
automatic pool leveling equipment, including valves, floating weirs, and skimmer checks.
14. Be knowledgeable of principles, standard practices, methods, tools, materials, and
techniques required and the ability to maintain repair commercial swimming pool
filtration systems, chemical pumps & control systems, heathers and other related
equipment and structures.
15. Firm must demonstrate they have the skills and capability necessary to understand
methods and techniques of water sterilization, chlorination, and pH balancing;
occupational hazards and standard safety practices.
16. Have the knowledge and skills necessary to safely use hazardous chemicals; maintain,
repair and diagnose problems relating to the pools at the Properties.
17. Be able to manage multiple priorities, interpret blueprints, plans, schematic drawings and
manuals to determine proper operating conditions for all pools and water features.
18. Furnish all pool chemicals related to daily operations of the Authority pool and water
feature.
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CONTRACT NO. _____________
(BB&K 2019)
72500.00001\32374943.1
The repeated failure of any Firm to provide satisfactory service shall result in termination of
Firm’s contract for nonperformance. The Authority shall document failure to respond, and the
Firm may not be permitted to participate in future contracts for these services.
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 Exhibit B - 1
EXHIBIT “B”
SCHEDULE OF SERVICES
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CONTRACT NO. _____________
(BB&K 2019)
72500.00001\32374943.1
Exhibit B-2
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CONTRACT NO. _____________
(BB&K 2019)
72500.00001\32374943.1
Exhibit B-3
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 Exhibit C - 1
EXHIBIT “C”
COMPENSATION
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CONTRACT NO. _____________
Revised 11-2-20
BBK 72500.00001\32374943.1 Exhibit D - 1
EXHIBIT “D”
FEDERAL REQUIREMENTS
NOT APPLICABLE
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Page 1 of 2
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: February 12, 2025
PREPARED BY: Celina Cabrera, Senior Management Analyst
SUBJECT: REJECT PROPOSALS SUBMITTED FOR CAMERA PROCUREMENT,
INSTALLATION, AND OFF-SITE MONITORING SERVICE FOR
RESIDENTIAL PROPERTIES.
RECOMMENDATION:
Recommend to the Palm Desert Housing Authority Board to:
1. Reject all proposals submitted for Camera Procurement, Installation, and Off-Site Monitoring
Service for Residential Properties.
2. Authorize staff to re-solicit a revised Request for Proposals (RFP) with a smaller-scale
camera system and off-site monitoring scope.
BACKGROUND/ANALYSIS:
The Palm Desert Housing Authority previously utilized a Courtesy Patrol Service, which provided
a combination of foot and vehicle patrols of the 15 Housing Authority properties (“Properties”).
This service was established through a formal bid process in 2018, with the agreement expiring
on September 24, 2024.
In March 2024, staff solicited a formal RFP for Courtesy Patrol services; however, the bi ds
received were three times the previous annual contract cost. As a result, the Housing
Commission and Housing Authority rejected all bids in September 2024 and directed staff to
explore alternatives, including the procurement and installation of security cameras with off-site
monitoring services.
A formal bid process for camera procurement and installation was initiated and advertised in The
Desert Sun on October 9, 2024. Proposals were due November 12, 2024. Interested vendors
were asked to determine and propose the number of cameras sufficient for each property. The
five qualified proposals received are summarized below:
Proposer Procurement and Installation
Cost
Annual Off-Site Monitoring
Cost
Am Tec Total Security $446,257.12 $11,100.00
Best Alarm $1,130.304.60 $144,972.00
Blue Violet $368,911.36 $67,354.56
Desert Alarm $637,905.00 $146,400.00
Foothill Lock and Key $2,450,197.40 $53,550.00
43
Housing Commission
Palm Desert Housing Authority
Reject Bids for Camera Procurement, Installation and Off -Site Monitoring
Page 2 of 2
The wide variation in costs indicates a need to refine the scope of services and provide specific
details regarding equipment and service expectations in the solicitation. Reworking the RFP with
these considerations will help ensure proposals are more consistent and cost effective.
FINANCIAL IMPACT:
This action has no direct fiscal impact other than the cost of staff time to prepare and reissue
the RFP and the cost to advertise the solicitation in The Desert Sun. There is no impact to the
general fund.
44
Page 1 of 3
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: February 12, 2025
PREPARED BY: Cyndi Karp – FGA Regional Supervisor
SUBJECT: DECEMBER 2024 – MONTHLY LEASE REPORT
RECOMMENDATION:
1. Receive and File the December 2024 monthly lease report.
BACKGROUND/ANALYSIS:
Palm Desert Housing Authority Properties Monthly Report includes detailed financial and
occupancy metrics. December 2024 is discussed here:
1. Monthly Occupancy Status: Summary of monthly occupancy. Includes new wait list applicants
and recertification of current residents.
Monthly Occupancy Status - December 2024
Multi-Family Senior
Total Units 733 381
Occupied Units 713 369
Unoccupied Units 20 12
Pending Leases 11 7
Wait List Contacted 269 105
New Applications
Qualified 124 28
Not Qualified 10 2
Recertification Packets 51 30
45
Housing Commission
Palm Desert Housing Authority
December 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- December 2024
MULTI-FAMILY PROPERTIES
Area Median Income
Category
December
2024
Number of
Units
December
2024 Average
Monthly Rent
December
2023 Number
of Units
December 2023
Average
Monthly Rent
Extremely Low 0-30% 199 $321 174 $317
Very Low 31-50% 216 $635 196 $590
Low 51-80% 202 $1,092 213 $1,011
Moderate 81-120% 96 $1,608 118 $1,365
Overall Average Rent 713 $914 701 $821
Monthly Occupancy and Average Rent Summary- December 2024
SENIOR PROPERTIES
Area Median Income
Category
December
2024 Number
of Units
December
2024 Average
Monthly Rent
December
2023 Number
of Units
December 2023
Average
Monthly Rent
Extremely Low 0-30% 140 $322 119 $313
Very Low 31-50% 166 $602 166 $558
Low 51-80% 52 $977 65 $928
Moderate 81-120% 12 $1,599 14 $1,331
Overall Average Rent 370 $875 364 $783
3. Monthly Occupancy and Average Rent Statement: A breakdown of the Average Rent
Summary Report, and overall occupancy calculation.
Overall Occupancy
December 2024 December 2023
Multi- Family Properties 97% 97%
Senior Properties 97% 97%
46
Housing Commission
Palm Desert Housing Authority
December 2024 Monthly Lease Report
Page 3 of 3
4. Monthly Net Operating Income (NOI): Financial performance of the properties.
Net Operating Summary for December 2024
Multi-Family Senior
Total Revenue $573,161
$214,355
Total Expenses $420,785 $213,764
Net Operating Income $152,376 $592
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 Fiscal Year to Date 2025 NOI
7/1/2024 to 12/31/2024
$1,179,239 $217,618
Prior Year Full-Year NOI through
6/30/2024
$1,942,199 $467,542
ATTACHMENTS:
1. Monthly Occupancy Status Report
2. Average Rent Summary
3. Average Rent Statement
4. Monthly Net Operating Statement
47
48
MONTHLY OCCUPANCY STATUS REPORT DECEMBER 2024 REPORT
REPORTING MONTH: December-24
REPORT DATE: 1/20/25
"MULTI-FAMILY PROPERTIES"Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141
b. Unoccupied Units 2 1 3 5 2 0 3 7 5 3 4 3
c. Occupied Units 139 140 137 136 139 141 138 134 136 138 137 138
d. Pending Leases 2 1 2 5 1 0 2 7 5 3 2 1
e. Ending Occupied & Pre-leased 141 141 139 141 140 141 140 141 141 141 139 139
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 10 20 40 30 15 30 25 40 20 30 20 50
h. Re-Cert Pkts Sent Out During Month 6 13 13 14 16 4 13 16 17 13 10 9
i. Number of Traffic Qualified 12 25 30 20 25 30 20 30 10 20 20 15
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 2 2 2 4 2 2 3 5 4 2 4 3
c. Occupied Units 62 62 62 60 62 62 61 59 60 62 60 61
d. Pending Leases 0 1 1 2 1 1 2 4 3 0 1 1
e. Ending Occupied & Pre-leased 62 63 63 62 63 63 63 63 63 62 61 62
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 79 51 53 58 79 56 65 0 33 63 36 76
h. Re-Cert Pkts Sent Out During Month 4 5 5 2 5 4 3 53 3 2 5 5
i. Number of Traffic Qualified 22 24 17 22 31 28 20 18 23 25 11 23
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 2 3 3 3 2 2 2 2 1
c. Occupied Units 46 46 46 46 45 45 45 46 46 46 46 47
d. Pending Leases 1 2 1 1 3 1 2 2 2 2 2 1
e. Ending Occupied & Pre-leased 47 48 47 47 48 46 47 48 48 48 48 48
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 30 25 30 35 40 30 35 30 35 40 30 25
h. Re-Cert Pkts Sent Out During Month 4 4 1 3 4 2 1 1 4 6 3 4
i. Number of Traffic Qualified 35 40 30 30 35 30 40 30 34 40 38 16
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 2 0 0 2 2 1 0 0 0 0 0
c. Occupied Units 23 22 24 24 22 22 23 24 24 24 24 24
d. Pending Leases 0 2 0 0 0 1 1 0 0 0 0 0
e. Ending Occupied & Pre-leased 23 24 24 24 22 23 24 24 24 24 24 24
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 54 26 0 0 56 49 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 2 1 3 1 1 2 1 4 1 1 1
i. Number of Traffic Qualified 11 8 11 16 23 111 23 15 16 11 6 9
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 16 17 16 9 13 13 14 10 8 15 15 11
c. Occupied Units 368 367 368 375 371 371 370 374 376 369 369 373
d. Pending Leases 9 6 9 2 3 8 9 10 7 9 12 8
e. Ending Occupied & Pre-leased 377 373 377 377 374 379 379 384 383 378 381 381
f. Down Units 8 0 0 8 7 0 0 0 0 0 0 0
g. Number of Wait List Contactees 81 180 210 198 82 85 195 135 239 80 70 68
h. Re-Cert Pkts Sent Out During Month 30 34 23 28 24 36 23 20 24 30 21 28
i. Number of Traffic Qualified 44 92 57 91 87 75 69 82 70 78 66 26
j. Number of Traffic Non-Qualified 5 2 4 9 3 5 14 5 7 7 2 10
12/01/24 Page 1 of 2 MOS Multi-Family 12.24
49
MONTHLY OCCUPANCY STATUS REPORT DECEMBER 2024 REPORT
"MULTI-FAMILY PROPERTIES"Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36
b. Unoccupied Units 1 0 0 1 1 1 1 0 0 0 1 1
c. Occupied Units 35 36 36 35 35 35 35 36 36 36 35 35
d. Pending Leases 1 0 0 0 0 1 1 0 0 0 0 0
e. Ending Occupied & Pre-leased 36 36 36 35 35 36 36 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 20 25 10 25 30 35 25 15 20 25 0 25
h. Re-Cert Pkts Sent Out During Month 2 2 2 1 4 2 2 3 3 2 3 3
i. Number of Traffic Qualified 10 15 15 15 20 25 20 15 25 25 38 14
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 2 2 1 0 0 1 0 0 0 0 1
c. Occupied Units 18 18 18 19 20 20 19 20 20 20 20 19
d. Pending Leases 1 2 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 19 20 18 19 20 20 19 20 20 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 20 25 25 20 10 10 0 15 0 25
h. Re-Cert Pkts Sent Out During Month 0 2 0 3 0 0 3 3 0 1 0 1
i. Number of Traffic Qualified 10 10 10 15 20 15 20 15 20 24 38 14
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 2 2 2 2 0 0 0 0 0 0
c. Occupied Units 15 14 14 14 14 14 16 16 16 16 16 16
d. Pending Leases 0 0 1 0 0 1 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 15 14 15 14 14 15 16 16 16 16 16 16
f. Down Units 1 0 0 0 1 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 0 39 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 3 1 0 2 0 0 2 1 0 1 0 0
i. Number of Traffic Qualified 6 8 8 11 17 9 0 11 8 7 5 7
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733
b. Unoccupied Units 27 28 28 24 25 23 26 24 19 22 26 20
c. Occupied Units 706 705 705 709 708 710 707 709 714 711 707 713
d. Pending Leases 14 14 14 10 8 13 17 23 17 14 17 11
e. Ending Occupied & Pre-leased 720 719 719 719 716 723 724 732 731 725 724 724
f. Down Units 10 1 1 9 9 1 1 1 1 1 1 1
g. Number of Wait List Contactees 294 352 363 371 366 305 355 230 347 253 156 269
h. Re-Cert Pkts Sent Out During Month 50 63 45 56 54 49 49 98 55 56 43 51
i. Number of Traffic Qualified 150 222 178 220 258 323 212 216 206 230 222 124
j. Number of Traffic Non-Qualified 5 2 4 9 3 5 14 5 7 7 2 10
12/01/24 Page 2 of 2 MOS Multi-Family 12.24
50
MONTHLY OCCUPANCY STATUS REPORT DECEMBER 2024 REPORT
REPORTING MONTH: December-24
REPORT DATE: 1/20/25
"SENIOR PROPERTIES"Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30
b. Unoccupied Units 3 4 4 3 3 1 0 0 0 0 0 0
c. Occupied Units 27 26 26 27 27 29 30 30 30 30 30 30
d. Pending Leases 0 0 0 1 0 1 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 27 26 26 28 27 30 30 30 30 30 30 30
f. Down Units 2 0 0 1 2 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 0 3 2 4 3 1 1 2 0 4 2
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
Carlos Ortega
a. Total Units in Complex 73 73 73 73 73 73 73 73 73 73 73 73
b. Unoccupied Units 1 2 2 2 1 1 1 1 1 0 0 0
c. Occupied Units 72 71 71 71 72 72 72 72 72 73 73 73
d. Pending Leases 0 0 1 1 1 1 1 1 1 0 0 0
e. Ending Occupied & Pre-leased 72 71 72 72 73 73 73 73 73 73 73 73
f. Down Units 1 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 28 40 16 16 20 20 30 30 20 7 0 0
h. Re-Cert Pkts Sent Out During Month 9 9 7 6 11 12 11 5 4 3 3 10
i. Number of Traffic Qualified 1 2 3 2 1 2 1 2 0 4 6 3
j. Number of Traffic Non-Qualified 0 2 0 0 1 1 2 1 2 1 0 0
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72
b. Unoccupied Units 6 5 5 4 5 3 3 3 2 3 3 7
c. Occupied Units 66 67 67 68 67 69 69 69 70 69 69 65
d. Pending Leases 2 0 1 0 5 2 0 1 0 1 2 5
e. Ending Occupied & Pre-leased 68 67 68 68 72 71 69 70 70 70 71 70
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 95 72 86 96 105 110 80 78 80 90 130 80
h. Re-Cert Pkts Sent Out During Month 4 3 3 6 5 7 3 2 7 9 6 6
i. Number of Traffic Qualified 2 3 3 4 5 4 3 2 2 4 4 5
j. Number of Traffic Non-Qualified 6 4 4 2 2 3 2 3 1 3 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 2 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 25 27 27 27 27 27 27 27 27 27 27 27
d. Pending Leases 2 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 27 27 27 27 27 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 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 1 4 3 1 3 1 1 0 3 2 2
i. Number of Traffic Qualified 4 6 7 2 1 1 0 1 3 3 2 2
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 4 4 0 1 0 2 2 4 3 4 5 4
c. Occupied Units 146 146 150 150 150 148 148 146 147 146 145 146
d. Pending Leases 2 0 0 0 0 1 1 2 3 1 4 2
e. Ending Occupied & Pre-leased 148 146 150 150 150 149 149 148 150 147 149 148
f. Down Units 2 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 98 68 35 0 0 60 24 15 23 30 30 25
h. Re-Cert Pkts Sent Out During Month 11 5 5 8 13 18 15 11 19 9 14 9
i. Number of Traffic Qualified 36 46 51 49 25 4 34 34 25 51 33 18
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
12/01/2024 Page 1 of 2 MOS Senior 12.24
51
MONTHLY OCCUPANCY STATUS REPORT DECEMBER 2024 REPORT
"SENIOR PROPERTIES"Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15
b. Unoccupied Units 0 1 1 0 0 0 0 0 0 0 0 0
c. Occupied Units 15 14 14 15 15 15 15 15 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 14 14 15 15 15 15 15 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 0 0 0 0 4 1 1 1 1 3 3 0
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 1 1 0 1 1 1 1 1 1 1 1
c. Occupied Units 14 13 13 13 13 13 13 13 13 13 13 13
d. Pending Leases 0 0 0 0 1 1 1 0 0 1 1 0
e. Ending Occupied & Pre-leased 14 13 13 13 14 14 14 13 13 14 14 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 0 0 0 2 1 1 1 1 3 2 2 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 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381
b. Unoccupied Units 16 17 13 10 10 8 7 9 7 8 9 12
c. Occupied Units 365 364 368 371 371 373 374 372 374 373 372 369
d. Pending Leases 6 0 2 2 7 6 3 4 4 3 7 7
e. Ending Occupied & Pre-leased 371 364 370 373 378 379 377 376 378 376 379 376
f. Down Units 5 0 0 1 2 0 0 0 0 0 0 0
g. Number of Wait List Contactees 221 180 137 112 125 190 134 123 123 127 160 105
h. Re-Cert Pkts Sent Out During Month 28 18 22 27 39 45 33 22 36 29 34 30
i. Number of Traffic Qualified 43 57 64 57 32 11 38 39 30 62 45 28
j. Number of Traffic Non-Qualified 6 6 4 2 3 4 4 4 3 4 4 2
12/01/2024 Page 2 of 2 MOS Senior 12.24
52
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY DECEMBER 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
* Including On-Site Management units, occupied units total 11
** Including On-Site Management units, occupied units total 5
Senior Complexes
Average Mo. RentNo. of Units
12
370
322
602
977
1,599
875
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
140
166
52
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 713
321
635
1,092
1,608
914
199
216
202
96
Page 1 Summary Rpt #1 12.24
53
54
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT DECEMBER 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 3 216 3 216
b. 1 BR, 1 BA 10 247 2 216 1 - 11 237 24 229
c. 2 BR, 1 BA 2 232 3 251 5 218 1 220 11 230
d. 2 BR, 2 BA 1 232 7 242 8 241
e. Totals 20%10 5 3 1 21 5 1 0 46
2. EXTREMELY LOW: 21-25% OF MEDIAN
a. Studio 8 283 8 283
b. 1 BR, 1 BA 21 322 8 296 5 300 35 306 69 309
c. 2 BR, 1 BA 5 334 5 337 1 297 11 332
d. 2 BR, 2 BA 1 309 11 323 12 322
e. Totals 21-25%21 16 5 1 51 5 1 0 100
3. EXTREMELY LOW: 26-30% OF MEDIAN
a. Studio 1 381 2 361 3 367
b. 1 BR, 1 BA 11 423 1 364 1 373 9 411 22 413
c. 2 BR, 1 BA 1 391 6 453 5 416 1 391 13 430
d. 2 BR, 2 BA 4 430 11 423 15 425
e. Totals 26-30%11 2 4 4 26 5 0 1 53
Total extremely low =42 23 12 6 98 15 2 1 199
Percent of total 30.43%37.70%25.53%25.00%26.27%42.86%10.53%6.25%27.91%
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 1 430 1 414 2 422
b. 1 BR, 1 BA 8 480 2 448 2 466 12 473 24 473
c. 2 BR, 1 BA 2 496 2 524 1 474 1 486 6 500
d. 2 BR, 2 BA 3 493 7 511 10 505
e. Totals 31-35%8 3 5 3 19 2 1 1 42
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 2 492 2 492
b. 1 BR, 1 BA 15 568 1 527 1 536 6 558 23 562
c. 2 BR, 1 BA 1 575 6 601 2 574 3 570 12 587
d. 2 BR, 2 BA 8 597 8 597
e. Totals 36-40%15 3 2 0 20 2 3 0 45
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 5 560 5 560
b. 1 BR, 1 BA 14 643 1 606 2 626 13 637 30 638
c. 2 BR, 1 BA 2 663 5 703 5 672 4 671 16 680
d. 2 BR, 2 BA 2 676 14 691 16 689
e. Totals 41-45%14 6 4 2 32 5 4 0 67
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 2 639 1 680 3 653
b. 1 BR, 1 BA 11 753 1 683 9 729 21 739
c. 2 BR, 1 BA 2 740 9 816 5 744 3 728 2 740 21 772
d. 2 BR, 2 BA 1 826 16 807 17 808
e. Totals 46-50%11 2 4 1 34 5 3 2 62
Total very low =48 14 15 6 105 14 11 3 216
Percent of total 34.78%22.95%31.91%25.00%28.15%40.00%57.89%18.75%30.29%
8. LOWER: 51-55% OF MEDIAN
a. Studio 4 702 4 702
b. 1 BR, 1 BA 6 798 1 772 7 796 14 795
c. 2 BR, 1 BA 1 863 2 856 10 861 2 884 1 841 16 862
d. 2 BR, 2 BA 2 871 12 873 14 872
e. Totals 51-55%6 5 3 2 29 2 0 1 48
9. LOWER: 56-60% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 12 887 2 857 2 866 11 879 27 880
c. 2 BR, 1 BA 3 929 10 962 2 943 1 951 5 943 21 950
d. 2 BR, 2 BA 3 940 10 951 13 949
e. Totals 56-60%12 2 5 3 31 2 1 5 61
ONE QUAIL
PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS
Dec-24
1/20/2025
CALIFORNIA
VILLAS
DESERT
POINTE LAGUNA PALMS
12/01/2024 Page 1 of 2 Rpt #1 Multi-Family 12.24
55
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT DECEMBER 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 0 -
b. 1 BR, 1 BA 5 1,179 1 1,174 8 1,157 14 1,166
c. 2 BR, 1 BA 3 1,292 4 1,289 2 1,258 9 1,283
d. 2 BR, 2 BA 1 1,248 8 1,278 9 1,275
e. Totals 61-65%5 0 4 1 20 0 2 0 32
11. LOWER: 66-70% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 5 1,275 5 1,258 10 1,267
c. 2 BR, 1 BA 1 1,354 5 1,383 1 1,354 7 1,374
d. 2 BR, 2 BA 2 1,354 13 1,395 15 1,390
e. Totals 66-70%5 0 1 2 23 0 0 1 32
12. LOWER: 71-75% OF MEDIAN
a. Studio 2 1,192 2 1,192
b. 1 BR, 1 BA 1 1,390 1 1,360 2 1,349 4 1,362
c. 2 BR, 1 BA 2 1,461 2 1,480 1 1,499 5 1,476
d. 2 BR, 2 BA 7 1,516 7 1,516
e. Totals 71-75%1 3 2 0 11 1 0 0 18
13. LOWER: 76-80% OF MEDIAN
a. Studio 1 1,213 1 1,213
b. 1 BR, 1 BA 2 1,468 3 1,387 5 1,419
c. 2 BR, 1 BA 1 1,544 1 1,730 1 1,532 3 1,602
d. 2 BR, 2 BA 2 1,581 2 1,581
e. Totals 76-80%2 1 1 0 6 0 1 0 11
Total lower =31 11 16 8 120 5 4 7 202
·Percent of total 22.46%18.03%34.04%33.33%32.17%14.29%21.05%43.75%28.33%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 3 1,314 3 1,314
b. 1 BR, 1 BA 16 1,436 6 1,366 1 1,304 19 1,376 42 1,396
c. 2 BR, 1 BA 1 2,010 3 1,743 3 1,759 11 1,751 1 2,010 2 2,010 5 1,853 26 1,810
d. 2 BR, 2 BA 1 2,010 4 1,788 20 1,780 25 1,790
Total moderate =17 13 4 4 50 1 2 5 96
Percent of total 12.32%21.31%8.51%16.67%13.40%2.86%10.53%31.25%13.46%
15. Total units occupied:138 61 47 24 373 35 19 16 713
16. Occupancy rate =98%95%98%100%97%97%95%100%97%
NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 97%
12/01/2024 Page 2 of 2 Rpt #1 Multi-Family 12.24
56
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT DECEMBER 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 5 186 5 186
b. 1 BR, 1 BA 2 211 2 315 3 209 3 263 4 214 14 237
c. 2 BR, 1 BA 1 366 6 216 7 237
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 15 256 15 256
b. 1 BR, 1 BA 5 287 8 394 3 297 5 354 19 285 3 296 1 291 44 315
c. 2 BR, 1 BA 2 307 4 301 6 303
d. 2 BR, 2 BA 0 -
e. Totals 21-25%7 8 18 5 23 3 1 65
3. EXTREMELY LOW: 26-30% OF MEDIAN
a. Studio 6 337 6 337
b. 1 BR, 1 BA 5 376 7 467 3 373 4 445 10 375 3 376 3 395 35 403
c. 2 BR, 1 BA 2 551 6 396 8 435
d. 2 BR, 2 BA 0 -
e. Totals 26-30%5 9 9 4 16 3 3 49
Total extremely low =14 20 35 12 49 6 4 140
Percent of total 46.67%27.40%53.85%44.44%33.56%40.00%28.57%37.84%
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 2 390 2 390
b. 1 BR, 1 BA 3 437 5 555 5 446 5 510 10 451 4 445 3 460 35 472
c. 2 BR, 1 BA 1 620 8 482 9 497
d. 2 BR, 2 BA 0 -
e. Totals 31-35%3 6 7 5 18 4 3 46
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 3 471 3 471
b. 1 BR, 1 BA 4 531 7 637 2 595 17 533 1 544 1 547 32 560
c. 2 BR, 1 BA 5 567 5 567
d. 2 BR, 2 BA 0 -
e. Totals 36-40%4 7 3 2 22 1 1 40
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 5 536 5 536
b. 1 BR, 1 BA 2 611 6 720 6 611 2 664 10 612 3 618 1 606 30 637
c. 2 BR, 1 BA 2 797 9 668 11 692
d. 2 BR, 2 BA 0 -
e. Totals 41-45%2 8 11 2 19 3 1 46
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 1 656 1 656
b. 1 BR, 1 BA 3 694 13 818 2 732 6 735 1 748 2 713 27 769
c. 2 BR, 1 BA 1 824 2 960 3 785 6 850
d. 2 BR, 2 BA 0 -
e. Totals 46-50%4 15 1 2 9 1 2 34
Total very low =13 36 22 11 68 9 7 166
·Percent of total 43.33%49.32%33.85%40.74%46.58%60.00%50.00%44.86%
8. LOW ER: 51-55% OF MEDIAN
a. Studio 2 678 2 678
b. 1 BR, 1 BA 1 785 6 880 1 757 1 821 6 769 15 817
c. 2 BR, 1 BA 3 839 3 839
d. 2 BR, 2 BA 0 -
e. Totals 51-55%1 6 3 1 9 0 0 20
9. LOW ER: 56-60% OF MEDIAN
a. Studio 2 748 2 748
b. 1 BR, 1 BA 2 945 2 851 6 854 2 872 12 872
c. 2 BR, 1 BA 1 951 1 951
d. 2 BR, 2 BA 0 -
e. Totals 56-60%0 2 4 0 7 0 2 15
CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
Dec-24
1/20/2025
PUEBLOS TOTALS SAGE CREST
SR.
12/01/2024 Page 1 of 2 Rpt #1 Senior 12.24
57
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT DECEMBER 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. LOW ER: 61-65% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 5 1,245 1 1,184 3 1,136 1 1,165 10 1,198
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 61-65%0 5 0 1 3 0 1 10
11. LOW ER: 66-70% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 2 1,238 2 1,238
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 66-70%0 0 0 0 2 0 0 2
12. LOW ER: 71-75% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 2 1,431 2 1,431
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. LOW ER: 76-80% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 1 1,398 1 1,505 2 1,452
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 =1 16 7 2 23 0 3 52
Percent of total 3.33%21.92%10.77%7.41%15.75%0.00%21.43%14.05%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 1 1,611 1 1,611
b. 1 BR, 1 BA 1 1,289 2 1,482 3 1,363 6 1,390
c. 2 BR, 1 BA 1 2,010 3 1,740 4 1,808
d. 2 BR, 2 BA 1 2,010 1 2,010
Total moderate =2 1 1 2 6 0 0 12
Percent of total 6.67%1.37%1.54%7.41%4.11%0.00%0.00%3.24%
15. Total units occupied:30 73 65 27 146 15 14 370
16. Occupancy rate =100%100%90%100% 97%100%100%97%
NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 97%
12/01/2024 Page 2 of 2 Rpt #1 Senior 12.24
58
DECEMBER 2024 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Dec-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:1/20/2025
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 10 5 3 1 21 5 1 - 46
Total rental income 2,470 1,080 464 232 5,053 1,088 220 10,607
Per occupied unit 247 216 155 232 241 218 220 231
EXTREMELY LOW : 21% --> 25%
Occupied units 21 16 5 1 51 5 1 - 100
Total rental income 6,769 4,630 1,500 309 15,920 1,687 297 31,112
Per occupied unit 322 289 300 309 312 337 297 311
EXTREMELY LOW : 26% --> 30%
Occupied units 11 2 4 4 26 5 1 53
Total rental income 4,656 745 1,485 1,720 11,072 2,082 391 22,151
Per occupied unit 423 373 371 430 426 416 391 418
VERY LOW: 31% --> 35%
Occupied units 8 3 5 3 19 2 1 1 42
Total rental income 3,842 1,326 2,338 1,480 9,251 1,048 474 486 20,245
Per occupied unit 480 442 468 493 487 524 474 486 482
VERY LOW: 36% --> 40%
Occupied units 15 3 2 - 20 2 3 - 45
Total rental income 8,515 1,511 1,111 11,730 1,148 1,711 25,726
Per occupied unit 568 504 556 586 574 570 572
VERY LOW: 41% --> 45%
Occupied units 14 6 4 2 32 5 4 67
Total rental income 9,001 3,406 2,578 1,352 21,474 3,361 2,682 43,854
Per occupied unit 643 568 645 676 671 672 671 655
VERY LOW: 46% --> 50%
Occupied units 11 2 4 1 34 5 3 2 62
Total rental income 8,283 1,278 2,843 826 26,828 3,720 2,184 1,480 47,442
Per occupied unit 753 639 711 826 789 744 728 740 765
VERY LOW Up to 50%
Occupied units 90 37 27 12 203 29 13 4 415
Total rental income 43,536 13,976 12,319 5,919 101,328 14,134 7,568 2,357 201,137
Per occupied unit 484 378 456 493 499 487 582 589 485
LOWER: 51% --> 55%
Occupied units 6 5 3 2 29 2 - 1 48
Total rental income 4,786 3,671 2,484 1,742 24,656 1,768 - 841 39,948
Per occupied unit 798 734 828 871 850 884 841 832
LOWER: 56% --> 60%
Occupied units 12 2 5 3 31 2 1 5 61
Total rental income 10,644 1,714 4,519 2,821 28,807 1,886 951 4,713 56,055
Per occupied unit 887 857 904 940 929 943 951 943 919
LOWER: 61% --> 65%
Occupied units 5 - 4 1 20 - 2 - 32
Total rental income 5,897 - 5,050 1,248 24,634 - 2,516 39,345
Per occupied unit 1,179 1,263 1,248 1,232 1,258 1,230
LOWER: 66% --> 70%
Occupied units 5 - 1 2 23 - - 1 32
Total rental income 6,376 - 1,354 2,708 31,339 - - 1,354 43,131
Per occupied unit 1,275 1,354 1,354 1,363 1,354 1,348
LOWER: 71% --> 75%
Occupied units 1 3 2 - 11 1 - - 18
Total rental income 1,390 3,744 2,922 16,267 1,499 - 25,822
Per occupied unit 1,390 1,248 1,461 1,479 1,499 1,435
LOWER: 76% --> 80%
Occupied units 2 1 1 - 6 - 1 - 11
Total rental income 2,936 1,213 1,544 9,052 1,532 16,277
Per occupied unit 1,468 1,213 1,544 1,509 1,532 1,480
LOWER: 51% --> 80%
Occupied units 31 11 16 8 120 5 4 7 202
Total rental income 32,029 10,342 17,873 8,519 134,755 5,153 4,999 6,908 220,578
Per occupied unit 1,033 940 1,117 1,065 1,123 1,031 1,250 987 1,092
MODERATE: 81% --> 120%
Occupied units 17 13 4 4 50 1 2 5 96
Total rental income 24,987 19,377 6,580 7,150 81,009 2,010 4,020 9,264 154,397
Per occupied unit 1,470 1,491 1,645 1,788 1,620 2,010 2,010 1,853 1,608
Summary Income:
Rent Roll Expected Income 100,552 43,695 36,772 21,588 317,092 21,297 16,587 18,529 576,112
Delinquent Income (1,741) (4,444) (1,118) (2,010) 7,978 (5,320) (1,817) (1,945) (10,417)
Actual Rent Received 98,811 39,251 35,654 19,578 325,070 15,977 14,770 16,584 565,695
Other Income:
Laundry 250 483 269 296 2,875 460 167 246 5,046
Other (Credit Report/Late Fees)281 255 150 125 1,210 75 150 174 2,420
Total Operating Income 99,343 39,989 36,073 19,999 329,155 16,512 15,087 17,004 573,161
Occupied Units 138 61 47 24 373 35 19 16 713
Income per occupied unit 720 656 768 833 882 472 794 1,063 804
EXPENSES
Operating Expenses:
Payroll 32,066 15,226 13,247 4,983 107,981 8,379 3,348 3,943 189,173
NEIGHBORS
12/01/2024 Page 1 of 2 Rpt #2 Multi-Family 12.24 59
DECEMBER 2024 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Dec-24 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:1/20/2025
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 232 250 282 208 289 239 176 246 265
Administrative 12,589 4,215 2,766 1,321 22,950 1,662 916 1,352 47,771
Per occupied unit 91 69 59 55 62 47 48 84 67
Advertising/Promotion - - - - - - - - -
Per occupied unit - - - - - - - - -
Contract Services 5,754 3,063 2,466 1,884 21,037 1,124 944 827 37,099
Per occupied unit 42 50 52 78 56 32 50 52 52
Utility Services 12,514 6,687 6,151 2,109 43,626 4,610 1,571 2,039 79,307
Per occupied unit 91 110 131 88 117 132 83 127 111
Maintenance 13,018 1,690 2,972 739 35,630 1,336 702 739 56,824
Per occupied unit 94 28 63 31 96 38 37 46 80
Replacement expense 5,542 - 601 - 2,473 - 1,995 - 10,611
Per occupied unit 40 - 13 - 7 - 105 - 15
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 81,483 30,880 28,203 11,036 233,696 17,111 9,476 8,899 420,785
Per occupied unit 590 506 600 460 627 489 499 556 590
Summary Revenue and Expenses
Total Operating Income 99,343 39,989 36,073 19,999 329,155 16,512 15,087 17,004 573,161
Total Operating Expenses 81,483 30,880 28,203 11,036 233,696 17,111 9,476 8,899 420,785
Monthly Net Operating Income 17,860 9,108 7,870 8,963 95,458 (599) 5,611 8,105 152,376
Per occupied unit 129 149 167 373 256 (17) 295 507 214
FYTD Net Operating Income* 186,194 52,108 36,888 47,670 753,493 27,081 39,016 36,789 1,179,239
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).
12/01/2024 Page 2 of 2 Rpt #2 Multi-Family 12.24 60
DECEMBER 2024 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Dec-24 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:1/20/2025
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 422 996 1,556 789 2,152 5,915
Per occupied unit 211 332 194 263 215 227
EXTREMELY LOW : 21% --> 25%
Occupied units 7 8 18 5 23 3 1 65
Total rental income 2,051 3,152 4,736 1,769 6,617 888 291 19,504
Per occupied unit 293 394 263 354 288 296 291 300
EXTREMELY LOW : 26% --> 30%
Occupied units 5 9 9 4 16 3 3 49
Total rental income 1,882 4,371 3,139 1,780 6,124 1,129 1,184 19,609
Per occupied unit 376 486 349 445 383 376 395 400
VERY LOW : 31% --> 35%
Occupied units 3 6 7 5 18 4 3 46
Total rental income 1,310 3,393 3,008 2,548 8,359 1,780 1,380 21,778
Per occupied unit 437 566 430 510 464 445 460 473
VERY LOW : 36% --> 40%
Occupied units 4 7 3 2 22 1 1 40
Total rental income 2,124 4,457 1,413 1,190 11,905 544 547 22,180
Per occupied unit 531 637 471 595 541 544 547 554
VERY LOW : 41% --> 45%
Occupied units 2 8 11 2 19 3 1 46
Total rental income 1,222 5,914 6,346 1,328 12,133 1,853 606 29,402
Per occupied unit 611 739 577 664 639 618 606 639
VERY LOW : 46% --> 50%
Occupied units 4 15 1 2 9 1 2 34
Total rental income 2,905 12,560 656 1,464 6,767 748 1,425 26,525
Per occupied unit 726 837 656 732 752 748 713 780
VERY LOW: Up to 50%
Occupied units 27 56 57 23 117 15 11 306
Total rental income 11,916 34,843 20,854 10,868 54,057 6,942 5,433 144,913
Per occupied unit 441 622 366 473 462 463 494 474
LOW ER: 51% --> 55%
Occupied units 1 6 3 1 9 - - 20
Total rental income 785 5,280 2,113 821 7,133 - 16,132
Per occupied unit 785 880 704 821 793 807
LOW ER: 56% --> 60%
Occupied units - 2 4 - 7 - 2 15
Total rental income 1,890 3,198 - 6,075 1,744 12,907
Per occupied unit 945 800 868 872 860
LOW ER: 61% --> 65%
Occupied units - 5 - 1 3 - 1 10
Total rental income - 6,223 1,184 3,408 1,165 11,980
Per occupied unit 1,245 1,184 1,136 1,165 1,198
LOW ER: 66% --> 70%
Occupied units - - - 2 - - 2
Total rental income 2,476 2,476
Per occupied unit 1,238 1,238
LOW ER: 71% --> 75%
Occupied units - 2 - - - - - 2
Total rental income 2,861 - - 2,861
Per occupied unit 1,431 1,431
LOW ER: 76% --> 80%
Occupied units - 1 - - 2 - - 3
Total rental income 1,398 3,037 4,435
Per occupied unit 1,398 1,519 1,478
LOWER: 51% --> 80%
Occupied units 1 16 7 2 23 - 3 52
Total rental income 785 17,652 5,311 2,005 22,129 - 2,909 50,791
Per occupied unit 785 1,103 759 1,003 962 970 977
MODERATE: 81% --> 120%
Occupied units 2 1 1 2 6 - - 12
Total rental income 3,299 2,010 1,611 2,964 9,309 19,193
Per occupied unit 1,650 2,010 1,611 1,482 1,552 1,599
12/01/2024 Page 1 of 2 Rpt #2 Senior 12.24 61
DECEMBER 2024 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Dec-24 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:1/20/2025
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
Summary Income:
Rent Roll Expected Income 16,000 54,505 27,776 15,837 85,495 6,942 8,342 214,897
Delinquent Income (982) (1,229) (1,403) (452) 2,890 - (38) (1,214)
Actual Rent Received 15,018 53,276 26,373 15,385 88,385 6,942 8,304 213,683
Other Income:
Laundry - - - 1 404 - - 406
Other (Credit Report/Late Fees)25 - 100 - 142 - - 267
Total operating income 15,043 53,276 26,473 15,386 88,931 6,942 8,304 214,355
Occupied Units 30 73 65 27 146 15 14 370
Income per occupied unit 501 730 407 570 609 463 593 579
EXPENSES
Operating Expenses:
Payroll 7,604 24,308 18,015 8,174 23,547 4,402 3,186 89,236
Per occupied unit 253 333 277 303 161 293 228 241
Administrative 1,485 4,580 4,752 1,564 9,739 743 1,419 24,281
Per occupied unit 50 63 73 58 67 50 101 66
Advertising/promotion - 214 - - 148 - - 362
Per occupied unit - 3 - - 1 - - 1
Contract services 509 3,099 2,860 1,674 3,939 686 987 13,754
Per occupied unit 17 42 44 62 27 46 70 37
Utility services 4,097 8,885 6,186 38,490 11,399 1,202 1,172 71,432
Per occupied unit 137 122 95 1,426 78 80 84 193
Maintenance 1,393 3,375 3,105 - (1,403) 1,042 748 8,260
Per occupied unit 46 46 48 - (10) 69 53 22
Replacement expense - 40 1,788 - 3,715 895 - 6,439
Per occupied unit - 1 28 - 25 60 - 17
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 15,088 44,502 36,706 49,902 51,085 8,970 7,511 213,764
Per occupied unit 503 610 565 1,848 350 598 537 578
Summary Revenue and Expenses
Total Operating Income 15,043 53,276 26,473 15,386 88,931 6,942 8,304 214,355
Total Operating Expenses 15,088 44,502 36,706 49,902 51,085 8,970 7,511 213,764
Monthly Net Operating Income (45) 151,515 (10,233) (34,515) 37,846 (2,028) 793 592
Per occupied unit (1) 2,076 (157) (1,278) 259 (135) 57 2
FYTD Net Operating Income* 3,186 90,705 (32,728) (40,362) 206,747 (8,477) (1,453) 217,618
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)
12/01/2024 Page 2 of 2 Rpt #2 Senior 12.24 62
Page 1 of 1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: February 12, 2025
PREPARED BY: Cyndi Karp – FGA Regional Supervisor
SUBJECT: DECEMBER 2024 AND JANUARY 2025 RESIDENT ACTIVITIES AT
PALM DESERT HOUSING AUTHORITY (PDHA) PROPERTIES
RECOMMENDATION:
Receive and File December 2024 and January 2025 Resident Activities report.
BACKGROUND/ANALYSIS:
December 2024 and January 2025 Resident Activities held at these PDHA Properties: Las
Serenas and California Villas.
FINANCIAL IMPACT:
Funding used for the resident activities comes out of the Resident Activities budget for each
respective property.
ATTACHMENTS:
1. Resident Activities for December 2024 and January 2025 Presentation
63
64
65
66
HOUSING COMMISSION
Year 2025 2024 2024 2024 2024 2024 2024 2024 2024 2024 2024
Month Jan Dec Nov Oct Sep Aug Jul Jun May Apr Mar
Day 8 11 13 9 11 - - 12 8 10 13
Bauer, Kathleen P P P P P - - E P P P 0 1
Buller, Jan P P P P P - - P E P P 0 1
Docken, Olivia P P P P P - - P P P P 1 0
Firestine, Andrew P P E P P - - N/A N/A N/A N/A 0 1
Moore, Dominic E P P P P - - P P P P 0 1
Morrison, Melody P P P P P - - P P P P 0 0
Siddiq, Franchon-Marie P P P P P - - P P E 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
67