HomeMy WebLinkAbout2025-03-12 HC Regular Meeting Agenda Packet
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
REGULAR MEETING AGENDA
Wednesday, March 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 February 12, 2025.
4.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR JANUARY
2025
9
RECOMMENDATION:
Receive and file the Home Improvement Activity Report for January 2025.
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 REJECT PROPOSALS SUBMITTED FOR CAMERA PROCUREMENT,
INSTALLATION, AND OFF-SITE MONITORING SERVICE FOR HOUSING
AUTHORITY PROPERTIES
13
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.
6.b CONSIDER ESTABLISHING OF A SUBCOMMITTEE TO EVALUATE
FUTURE MONITORING SERVICES AT THE HOUSING AUTHORITY
PROPERTIES
19
RECOMMENDATION:
Establish an ad hoc subcommittee to evaluate future monitoring
services for the fifteen Palm Desert Housing Authority properties
(Properties).
1.
Appoint two Housing Commission members to serve as liaisons to
the Subcommittee.
2.
7.INFORMATIONAL REPORTS & COMMENTS
7.a SUMMARY OF CITY COUNCIL AND HOUSING AUTHORITY ACTIONS
7.b FALKENBERG/GILLIAM & ASSOCIATES (FGA) MONTHLY REPORTS
FOR JANUARY 2025
21
7.b.1 FEBRUARY 2025 RESIDENT ACTIVITIES AT THE PALM DESERT
HOUSING AUTHORITY (PDHA) PROPERTIES
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Housing Commission Regular Meeting
March 12, 2025
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7.b.2 UPDATE ON LAS SERENAS POOL REHABILITATION PROJECT 43
7.c HOUSING COMMISSIONERS
7.d CITY COUNCIL LIAISON
7.e CITY STAFF
7.f ATTENDANCE REPORT 47
8.ADJOURNMENT
The next Regular Meeting will be held on April 9, 2025, at 3:30 p.m.
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
Senior Deputy Clerk
Housing Commission Regular Meeting
March 12, 2025
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1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
REGULAR MEETING MINUTES
February 12, 2025, 3:30 p.m.
Present: Commissioner Jann Buller, Commissioner Olivia Docken,
Commissioner Andy Firestine, Commissioner Dominic Moore,
Commissioner Melody Morrison, Vice Chair Franchon-Marie
Siddiq, Chair Kathleen Bauer
Council Liaison: Council Member Pradetto *via Zoom*
Staff Present: Housing Manager Jessica Gonzales, Senior Management Analyst
Celina Cabrera, Senior Administrative Assistant Daniel Mora,
Senior Deputy Clerk Monique Lomeli, Recording Secretary
Damian Olivares
1. CALL TO ORDER
A Regular Meeting of the Housing Commission was called to order by Chair Bauer on
February 12, 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: Member Firestine
Seconded by: Commissioner Docken
Motion Carried
4.a APPROVAL OF MINUTES
Approve the Minutes of January 8, 2025.
Motion by: Member Firestine
Seconded by: Commissioner Docken
Motion Carried
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Housing Commission Regular Meeting
February 12, 2025
2
4.b HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR DECEMBER
2024
Receive and file the Home Improvement Program Activity Report for December
2024.
Motion by: Member Firestine
Seconded by: Commissioner Docken
Motion Carried
5. CONSENT ITEMS HELD OVER
None.
6. ACTION CALENDAR
6.a AUTHORIZE INCREASE TO NOT TO EXCEED AMOUNT OF ADDITIONAL
SERVICES FOR JOHN HARRISON CONTRACTING, INC.
Senior Management Analyst Cabrera provided the staff report and answered
Housing Commissioner inquires.
Motion by: Commissioner Buller
Seconded by: Vice Chair Siddiq
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.
Motion Carried
6.b RATIFICATION 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
Senior Management Analyst Cabrera provided the staff report and answered
Housing Commissioner inquiries.
Motion by: Vice Chair Siddiq
Seconded by: Commissioner Docken
Recommend to the Palm Desert Housing Authority Board to:
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Housing Commission Regular Meeting
February 12, 2025
3
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.
Motion Carried
6.c PROPOSALS SUBMITTED FOR CAMERA PROCUREMENT, INSTALLATION,
AND OFF-SITE MONITORING SERVICE FOR RESIDENTIAL PROPERTIES.
Staff has requested to pull item 6.c and present at the next Housing Commission
meeting scheduled for March 12, 2025.
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.
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
Representative of Falkenberg/Gilliam & Associates, Cyndi Karp, provided the
reports for December 2024 and answered Housing Commissioner inquiries.
7.c HOUSING COMMISSIONERS
7.d CITY COUNCIL LIAISON
7.e CITY STAFF
7.f ATTENDANCE REPORT
Report provided; no action taken on this item.
8. ADJOURNMENT
The Housing Commission adjourned at 3:54 p.m.
Respectfully submitted,
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Housing Commission Regular Meeting
February 12, 2025
4
_________________________
Damian Olivares, Senior Deputy Clerk
Recording Secretary
_________________________
Jessica Gonzales, Housing Manager
Secretary
_________________________
DATE APPROVED BY HOUSING COMMISSION
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Page 1 of 1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: March 12, 2025
PREPARED BY: Daniel Mora, Senior Administrative Assistant
SUBJECT: HOME IMPROVEMENT PROGRAM ACTIVITY REPORT FOR JANUARY
2025
RECOMMENDATION:
1. Receive and file the Home Improvement Activity Report for January 2025.
FINANCIAL IMPACT:
There is no financial impact with this request.
ATTACHMENTS:
1. Home Improvement Activity Report for January 2025
9
10
Home Improvement Program Activity Report
Month of: January 2025
Inquiries (call, email, walkin) 5
Applications Provided 5
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
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Page 1 of 2
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: March 12, 2025
PREPARED BY: CELINA CABRERA, SENIOR MANAGEMENT ANALYST
SUBJECT: REJECT PROPOSALS SUBMITTED FOR CAMERA PROCUREMENT,
INSTALLATION, AND OFF-SITE MONITORING SERVICE FOR HOUSING
AUTHORITY PROPERTIES
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.
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 Aut hority properties. This service
was established through a formal bid process in 2018 and expired on September 24, 2024.
In March 2024, staff solicited a formal RFP for courtesy patrol services; however, the proposals
received were three times the previous annual contract cost. As a result, the Housing
Commission and Palm Desert Housing Authority rejected all proposals in September 2024 and
directed staff to explore alternatives, including the procurement and installation of security
cameras with off-site monitoring services.
A formal RFP 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
The costs proposal ranges are unfeasible for the affordable properties and therefore, Staff is
requesting the rejection of all proposals.
13
Housing Commission
Palm Desert Housing Authority
Reject Proposals for Camera Procurement, Installation, and Off -Site Monitoring
Page 2 of 2
Staff in a separate request are recommending establishing a subcommittee of the Housing
Commission to evaluate future monitoring services for the fifteen Palm Desert Housing Authority
properties.
FINANCIAL IMPACT:
This action has no direct fiscal impact and has no impact to the general fund.
ATTACHMENT:
1. Action Stamped SR from September 26, 2024
14
YES: 5
NO: 0
ABSTAIN: 0
CONFLICT: 0
ABSENT: 0
ALL ACTIONS ARE DRAFT PENDING APPROVAL OF THE FINAL MINUTES
Minute Action Summary
Palm Desert City Council - Regular Meeting
Agenda Number:9.n.
Title:REJECT ALL PROPOSALS SUBMITTED FOR COURTESY PATROL SERVICES
AT HOUSING AUTHORITY PROPERTIES
Date:Thursday, September 26, 2024
Motion by:Councilmember Kelly
Seconded by:Mayor Pro Tem Harnik
Reject all proposals submitted for Courtesy Patrol Services at Palm Desert Housing Authority
owned properties.
1.
Authorize staff’s request to solicit proposals for camera system installation and off-site
monitoring services.
2.
YES: 5 NO: 0 ABSTAIN: 0 CONFLICT: 0 ABSENT: 0
Mayor Pro Tem Harnik
Mayor Quintanilla
Councilmember Kelly Councilmember
Nestande
Councilmember Trubee
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Page 1 of 2
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: September 26, 2024
PREPARED BY: Celina Cabrera, Management Analyst
SUBJECT: REJECT ALL PROPOSALS SUBMITTED FOR COURTESY PATROL
SERVICES AT HOUSING AUTHORITY PROPERTIES
RECOMMENDATION:
1. Reject all proposals submitted for Courtesy Patrol Services at Palm Desert Housing Authority
owned properties.
2. Authorize staff’s request to solicit proposals for camera system installation and off-site
monitoring services.
BACKGROUND/ANALYSIS:
The Palm Desert Housing Authority currently has a Courtesy Patrol Services Agreement with
Southwest Protective Service, Inc., for annual cost of $135,000. The agreement expires on
September 24, 2024.
Staff released a request for proposal for Courtesy Patrol Services on March 12, 2024, on the
City of Palm Desert’s online bid management provider, OpenGov. Responses were due on April
12, 2024, and three proposals were received.
Proposer Annual Amount
General Security Service, Inc. $839,192.80
Securitas Security Services USA, Inc. $396,789.00
Alltech Industries, Inc. $147,101.76
Following an initial review of proposals by staff, two of the proposals were three times the current
annual contract amount ($145,517.20), making them unfeasible, and the third proposal did not
demonstrate the ability to fulfill the needs of the Housing Authority properties. Southwest
Protective Service, the current provider, did not submit a proposal and has expressed that the
security industry is experiencing difficulties securing required insurance when working with
housing authorities. Consequently, staff is recommending all proposals be rejected.
The Housing Authority’s property management company, Falkenberg Gilliam & Associates
FGA”) have communicated that they have experienced successes with the transition from
onsite courtesy patrol services to surveillance cameras with live-offsite monitoring at other
properties they manage in San Diego and Los Angeles Counties. Staff have briefly explored the
subject and are requesting approval to continue pursuing the options for a surveillance camera
system and monitoring services at the Housing Authority properties, including solicitation of
proposals.
63916
Palm Desert Housing Authority
Reject Courtesy Patrol Services Proposals
Page 2 of 2
Legal Review:
This report has been reviewed by the City Attorney’s office.
Appointed Body Recommendation:
The Housing Commission will review this recommendation at its regular meeting on September
11, 2024. Upon request, a verbal report will be provided at the Authority’s regular meeting on
September 26, 2024.
FINANCIAL IMPACT:
There is no direct fiscal impact related to this action.
64017
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Page 1 of 2
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: March 12, 2025
PREPARED BY: CELINA CABRERA, SENIOR MANAGEMENT ANALYST
SUBJECT: CONSIDER ESTABLISHING OF A SUBCOMMITTEE TO EVALUATE
FUTURE MONITORING SERVICES AT HOUSING AUTHORITY
PROPERTIES
RECOMMENDATION:
1. Establish an ad hoc subcommittee to evaluate future monitoring services for the fifteen
Palm Desert Housing Authority properties (Properties).
2. Appoint two Housing Commission members to serve as liaisons to the Subcommittee.
BACKGROUND/ANALYSIS:
Attempts to issue a Request for Proposal (RFP) for courtesy patrol service and for camera
procurement, installation, and monitoring have returned unfeasible results. The fifteen
properties have been without courtesy patrol since September 24, 2024. It is the intent to
establish a subcommittee tasked to discuss and evaluate monitoring services and options at the
Properties to determine the next steps.
In 2018, after a formal bid process, a contract was awarded to Southwest Protective Service
Inc., for a maximum period of 5 years. It expired on September 24, 2024, at an annual cost of
$135,000. Knowing that the maximum term was being met, Staff issued a Request for Proposal
(RFP) on March 12, 2024, for courtesy patrol services that would include a combination of foot
and vehicle patrol at the Properties. Three companies responded but were determined to be
unfeasible. The responses are as follows:
Proposer Annual Amount
General Security Service, Inc. $839,192.80
Securitas Security Services USA, Inc. $396,789.00
Alltech Industries, Inc. $147,101.76
The proposals were rejected by the Housing Authority Board, with the Housing Commission’s
recommendation, at the September 26, 2024, meeting with direction to issue an RFP for camera
procurement, installation, and off-site monitoring.
The RFP for camera procurement was issued on October 9, 2024, and was due November 12,
2024. Respondents were asked to determine and propose the number of cameras sufficient for
each of the properties. Five qualified proposals were received and are detailed below:
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Housing Commission
Palm Desert Housing Authority
Establish a Subcommittee for Courtesy Patrol at PDHA Properties
Page 2 of 2
Proposer Procurement and
Installation
Annual Off-Site Monitoring
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
The proposed ad hoc subcommittee would serve for the following purposes:
1. Discuss monitoring services and options at the Properties.
2. Explore and analyze other monitoring options available at other affordable apartment
housing complexes in the Coachella Valley.
3. Examine existing records of non-criminal incidents (e.g., noise complaints, loitering,
parking issues, maintenance concerns) to determine if patrols could help address them.
4. Develop a set of actionable recommendations for the Housing Authority Board based on
findings and include estimated costs where possible.
FINANCIAL IMPACT:
Establishing the Subcommittee does not have a fiscal impact outside of staff time to conduct the
meetings, staff time to research as requested, and the cost of a survey to residents.
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Page 1 of 3
HOUSING COMMISSION
PALM DESERT HGOUSING AUTHORITY
STAFF REPORT
MEETING DATE: March 12, 2025
PREPARED BY: Cyndi Karp – FGA Regional Supervisor
SUBJECT: JANUARY 2025 – MONTHLY LEASE REPORTS
RECOMMENDATION:
Receive and File
BACKGROUND/ANALYSIS:
Palm Desert Housing Authority Properties Monthly Report s include detailed financial and
occupancy metrics. January 2025 is discussed here:
1. Monthly Occupancy Status: Summary of monthly occupancy. Includes new wait list applicants
and recertification of current residents.
Monthly Occupancy Status - January 2025
Multi-Family Senior
Total Units 733 381
Occupied Units 714 368
Unoccupied Units 19 13
Pending Leases 8 5
Wait List Contacted 416 170
New Applications
Qualified 279 24
Not Qualified 6 10
Recertification Packets 53 30
2. Monthly Occupancy and Average Rent Summary: Average rent by Income Category
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Housing Commission
Palm Desert Housing Authority
January 2025 Monthly Lease Reports
Page 2 of 3
Monthly Occupancy and Average Rent Summary- January 2025
MULTI-FAMILY PROPERTIES
Area Median Income
Category
January
2025
Number of
Units
January 2025
Average
Monthly Rent
January 2024
Number of
Units
January 2024
Average
Monthly Rent
Extremely Low 0-30% 202 $326 180 $316
Very Low 31-50% 218 $639 196 $587
Low 51-80% 204 $1,116 209 $1,009
Moderate 81-120% 90 $1,615 121 $1,391
Overall Average Rent 714 $924 706 $826
Monthly Occupancy and Average Rent Summary- January 2025
SENIOR PROPERTIES
Area Median Income
Category
January 2025
Number of
Units
January 2025
Average
Monthly Rent
January 2024
Number of
Units
January 2024
Average
Monthly Rent
Extremely Low 0-30% 142 $324 120 $315
Very Low 31-50% 162 $610 168 $561
Low 51-80% 51 $977 62 $915
Moderate 81-120% 13 $1,606 15 $1,349
Overall Average Rent 368 $879 365 $785
3. Monthly Occupancy and Average Rent Statement: A breakdown of the Average Rent
Summary report, and overall occupancy calculation.
Overall Occupancy
January 2025 January 2024
Multi- Family Properties 97% 98%
Senior Properties 97% 97%
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Housing Commission
Palm Desert Housing Authority
January 2025 Monthly Lease Reports
Page 3 of 3
4. Monthly Net Operating Income (NOI): Financial performance of the properties
Net Operating Summary for January 2025
Multi-Family Senior
Total Revenue $573,182
$212,877
Total Expenses $513,032 $215,632
Net Operating Income $60,150 ($2,754)
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
FYTD 2025 NOI
$1,314,393 $239,531
PYFY NOI through 6/30/2024 $1,942,199 $467,542
ATTACHMENTS:
1. January 2025 Monthly Summary
2. Average Month Summary
3. Average Rent Statement
4. Monthly Net Operating Statement
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24
MONTHLY OCCUPANCY STATUS REPORT JANUARY 2025 REPORT
REPORTING MONTH: January-25
REPORT DATE: 2/20/25
"MULTI-FAMILY PROPERTIES"Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25
California Villas
a. Total Units in Complex 141 141 141 141 141 141 141 141 141 141 141 141
b. Unoccupied Units 1 3 5 2 0 3 7 5 3 4 3 1
c. Occupied Units 140 137 136 139 141 138 134 136 138 137 138 140
d. Pending Leases 1 2 5 1 0 2 7 5 3 2 1 1
e. Ending Occupied & Pre-leased 141 139 141 140 141 140 141 141 141 139 139 141
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 20 40 30 15 30 25 40 20 30 20 50 40
h. Re-Cert Pkts Sent Out During Month 13 13 14 16 4 13 16 17 13 10 9 8
i. Number of Traffic Qualified 25 30 20 25 30 20 30 10 20 20 15 25
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
Desert Pointe
a. Total Units in Complex 64 64 64 64 64 64 64 64 64 64 64 64
b. Unoccupied Units 2 2 4 2 2 3 5 4 2 4 3 3
c. Occupied Units 62 62 60 62 62 61 59 60 62 60 61 61
d. Pending Leases 1 1 2 1 1 2 4 3 0 1 1 0
e. Ending Occupied & Pre-leased 63 63 62 63 63 63 63 63 62 61 62 61
f. Down Units 1 1 1 1 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 51 53 58 79 56 65 0 33 63 36 76 79
h. Re-Cert Pkts Sent Out During Month 5 5 2 5 4 3 53 3 2 5 5 4
i. Number of Traffic Qualified 24 17 22 31 28 20 18 23 25 11 23 43
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
Laguna Palms
a. Total Units in Complex 48 48 48 48 48 48 48 48 48 48 48 48
b. Unoccupied Units 2 3 2 3 3 3 2 2 2 2 1 2
c. Occupied Units 46 46 46 45 45 45 46 46 46 46 47 46
d. Pending Leases 2 1 1 3 1 2 2 2 2 2 1 0
e. Ending Occupied & Pre-leased 48 47 47 48 46 47 48 48 48 48 48 46
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 25 30 35 40 30 35 30 35 40 30 25 25
h. Re-Cert Pkts Sent Out During Month 4 1 3 4 2 1 1 4 6 3 4 6
i. Number of Traffic Qualified 40 30 30 35 30 40 30 34 40 38 16 30
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
Neighbors
a. Total Units in Complex 24 24 24 24 24 24 24 24 24 24 24 24
b. Unoccupied Units 2 0 0 2 2 1 0 0 0 0 0 1
c. Occupied Units 22 24 24 22 22 23 24 24 24 24 24 23
d. Pending Leases 2 0 0 0 1 1 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 24 24 24 22 23 24 24 24 24 24 24 23
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 26 0 0 56 49 0 0 0 0 0 0 41
h. Re-Cert Pkts Sent Out During Month 2 1 3 1 1 2 1 4 1 1 1 2
i. Number of Traffic Qualified 8 11 16 23 111 23 15 16 11 6 9 17
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 17 16 9 13 13 14 10 8 15 15 11 8
c. Occupied Units 367 368 375 371 371 370 374 376 369 369 373 376
d. Pending Leases 6 9 2 3 8 9 10 7 9 12 8 6
e. Ending Occupied & Pre-leased 373 377 377 374 379 379 384 383 378 381 381 382
f. Down Units 0 0 8 7 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 180 210 198 82 85 195 135 239 80 70 68 186
h. Re-Cert Pkts Sent Out During Month 34 23 28 24 36 23 20 24 30 21 28 27
i. Number of Traffic Qualified 92 57 91 87 75 69 82 70 78 66 26 94
j. Number of Traffic Non-Qualified 2 4 9 3 5 14 5 7 7 2 10 6
1/01/25 Page 1 of 2 MOS Multi-Family 1.25
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MONTHLY OCCUPANCY STATUS REPORT JANUARY 2025 REPORT
"MULTI-FAMILY PROPERTIES"Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25
Palm Village
a. Total Units in Complex 36 36 36 36 36 36 36 36 36 36 36 36
b. Unoccupied Units 0 0 1 1 1 1 0 0 0 1 1 1
c. Occupied Units 36 36 35 35 35 35 36 36 36 35 35 35
d. Pending Leases 0 0 0 0 1 1 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 36 36 35 35 36 36 36 36 36 35 35 35
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 25 10 25 30 35 25 15 20 25 0 25 25
h. Re-Cert Pkts Sent Out During Month 2 2 1 4 2 2 3 3 2 3 3 2
i. Number of Traffic Qualified 15 15 15 20 25 20 15 25 25 38 14 30
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 1 0 0 1 0 0 0 0 1 2
c. Occupied Units 18 18 19 20 20 19 20 20 20 20 19 18
d. Pending Leases 2 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 20 18 19 20 20 19 20 20 20 20 19 18
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 25 20 25 25 20 10 10 0 15 0 25 20
h. Re-Cert Pkts Sent Out During Month 2 0 3 0 0 3 3 0 1 0 1 3
i. Number of Traffic Qualified 10 10 15 20 15 20 15 20 24 38 14 30
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
Taos Palms
a. Total Units in Complex 16 16 16 16 16 16 16 16 16 16 16 16
b. Unoccupied Units 2 2 2 2 2 0 0 0 0 0 0 1
c. Occupied Units 14 14 14 14 14 16 16 16 16 16 16 15
d. Pending Leases 0 1 0 0 1 0 0 0 0 0 0 1
e. Ending Occupied & Pre-leased 14 15 14 14 15 16 16 16 16 16 16 16
f. Down Units 0 0 0 1 0 0 0 0 0 0 0 0
g. Number of Wait List Contactees 0 0 0 39 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 0 2 0 0 2 1 0 1 0 0 1
i. Number of Traffic Qualified 8 8 11 17 9 0 11 8 7 5 7 10
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY
MULTI-FAMILY PROPERTIES Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25
a. Total Units in Complex 733 733 733 733 733 733 733 733 733 733 733 733
b. Unoccupied Units 28 28 24 25 23 26 24 19 22 26 20 19
c. Occupied Units 705 705 709 708 710 707 709 714 711 707 713 714
d. Pending Leases 14 14 10 8 13 17 23 17 14 17 11 8
e. Ending Occupied & Pre-leased 719 719 719 716 723 724 732 731 725 724 724 722
f. Down Units 1 1 9 9 1 1 1 1 1 1 1 1
g. Number of Wait List Contactees 352 363 371 366 305 355 230 347 253 156 269 416
h. Re-Cert Pkts Sent Out During Month 63 45 56 54 49 49 98 55 56 43 51 53
i. Number of Traffic Qualified 222 178 220 258 323 212 216 206 230 222 124 279
j. Number of Traffic Non-Qualified 2 4 9 3 5 14 5 7 7 2 10 6
1/01/25 Page 2 of 2 MOS Multi-Family 1.25
26
MONTHLY OCCUPANCY STATUS REPORT JANUARY 2025 REPORT
REPORTING MONTH: December-24
REPORT DATE: 1/20/25
"SENIOR PROPERTIES"Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25
Candlewood
a. Total Units in Complex 30 30 30 30 30 30 30 30 30 30 30 30
b. Unoccupied Units 4 4 3 3 1 0 0 0 0 0 0 1
c. Occupied Units 26 26 27 27 29 30 30 30 30 30 30 29
d. Pending Leases 0 0 1 0 1 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 26 26 28 27 30 30 30 30 30 30 30 29
f. Down Units 0 0 1 2 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 3 2 4 3 1 1 2 0 4 2 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 2 2 2 1 1 1 1 1 0 0 1 1
c. Occupied Units 71 71 71 72 72 72 72 72 73 73 72 72
d. Pending Leases 0 1 1 1 1 1 1 1 0 0 1 1
e. Ending Occupied & Pre-leased 71 72 72 73 73 73 73 73 73 73 73 73
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 40 16 16 20 20 30 30 20 7 0 0 10
h. Re-Cert Pkts Sent Out During Month 9 7 6 11 12 11 5 4 3 3 10 9
i. Number of Traffic Qualified 2 3 2 1 2 1 2 0 4 6 3 8
j. Number of Traffic Non-Qualified 2 0 0 1 1 2 1 2 1 0 0 0
Catalina Gardens
a. Total Units in Complex 72 72 72 72 72 72 72 72 72 72 72 72
b. Unoccupied Units 5 5 4 5 3 3 3 2 3 3 7 6
c. Occupied Units 67 67 68 67 69 69 69 70 69 69 65 66
d. Pending Leases 0 1 0 5 2 0 1 0 1 2 5 4
e. Ending Occupied & Pre-leased 67 68 68 72 71 69 70 70 70 71 70 70
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 72 86 96 105 110 80 78 80 90 130 80 120
h. Re-Cert Pkts Sent Out During Month 3 3 6 5 7 3 2 7 9 6 6 6
i. Number of Traffic Qualified 3 3 4 5 4 3 2 2 4 4 5 5
j. Number of Traffic Non-Qualified 4 4 2 2 3 2 3 1 3 4 2 10
La Rocca Villas
a. Total Units in Complex 27 27 27 27 27 27 27 27 27 27 27 27
b. Unoccupied Units 0 0 0 0 0 0 0 0 0 0 0 0
c. Occupied Units 27 27 27 27 27 27 27 27 27 27 27 27
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 27 27 27 27 27 27 27 27 27 27 27 27
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 1 4 3 1 3 1 1 0 3 2 2 1
i. Number of Traffic Qualified 6 7 2 1 1 0 1 3 3 2 2 3
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 0 1 0 2 2 4 3 4 5 4 4
c. Occupied Units 146 150 150 150 148 148 146 147 146 145 146 146
d. Pending Leases 0 0 0 0 1 1 2 3 1 4 2 0
e. Ending Occupied & Pre-leased 146 150 150 150 149 149 148 150 147 149 148 146
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 68 35 0 0 60 24 15 23 30 30 25 40
h. Re-Cert Pkts Sent Out During Month 5 5 8 13 18 15 11 19 9 14 9 12
i. Number of Traffic Qualified 46 51 49 25 4 34 34 25 51 33 18 8
j. Number of Traffic Non-Qualified 0 0 0 0 0 0 0 0 0 0 0 0
1/01/2025 Page 1 of 2 MOS Senior 1.25
27
MONTHLY OCCUPANCY STATUS REPORT JANUARY 2025 REPORT
"SENIOR PROPERTIES"Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25
Pueblos
a. Total Units in Complex 15 15 15 15 15 15 15 15 15 15 15 15
b. Unoccupied Units 1 1 0 0 0 0 0 0 0 0 0 1
c. Occupied Units 14 14 15 15 15 15 15 15 15 15 15 14
d. Pending Leases 0 0 0 0 0 0 0 0 0 0 0 0
e. Ending Occupied & Pre-leased 14 14 15 15 15 15 15 15 15 15 15 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of W ait 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 4 1 1 1 1 3 3 0 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 1 1 0 1 1 1 1 1 1 1 1 0
c. Occupied Units 13 13 13 13 13 13 13 13 13 13 13 14
d. Pending Leases 0 0 0 1 1 1 0 0 1 1 0 0
e. Ending Occupied & Pre-leased 13 13 13 14 14 14 13 13 14 14 13 14
f. Down Units 0 0 0 0 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 0 0 0 0 0 0 0 0 0 0 0 0
h. Re-Cert Pkts Sent Out During Month 0 0 2 1 1 1 1 3 2 2 1 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
SUMMARY
SENIOR PROPERTIES Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25
a. Total Units in Complex 381 381 381 381 381 381 381 381 381 381 381 381
b. Unoccupied Units 17 13 10 10 8 7 9 7 8 9 13 13
c. Occupied Units 364 368 371 371 373 374 372 374 373 372 368 368
d. Pending Leases 0 2 2 7 6 3 4 4 3 7 8 5
e. Ending Occupied & Pre-leased 364 370 373 378 379 377 376 378 376 379 376 373
f. Down Units 0 0 1 2 0 0 0 0 0 0 0 0
g. Number of W ait List Contactees 180 137 112 125 190 134 123 123 127 160 105 170
h. Re-Cert Pkts Sent Out During Month 18 22 27 39 45 33 22 36 29 34 30 30
i. Number of Traffic Qualified 57 64 57 32 11 38 39 30 62 45 28 24
j. Number of Traffic Non-Qualified 6 4 2 3 4 4 4 3 4 4 2 10
1/01/2025 Page 2 of 2 MOS Senior 1.25
28
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY JANUARY 2025
*
**
AMI %
Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent Ann. Income Mo. Rent
20%13,650 284 15,600 325 17,550 366 19,500 406
25%17,063 355 19,500 406 21,938 457 24,375 508
30%21,550 511 24,600 513 27,700 577 31,200 650
35%23,888 498 27,300 569 30,713 640 34,125 711
40%27,300 569 31,200 650 35,100 731 39,000 813
45%30,713 640 35,100 731 39,488 823 43,875 914
50%35,900 748 41,000 854 46,100 960 51,250 1,068
55%37,538 782 42,900 894 48,263 1,005 53,625 1,117
60%40,950 853 46,800 975 52,650 1,097 58,500 1,219
65%44,363 1,109 50,700 1,268 57,038 1,426 63,375 1,584
70%47,775 1,194 54,600 1,365 61,425 1,536 68,250 1,706
75%51,188 1,280 58,500 1,463 65,813 1,645 73,125 1,828
80%57,400 1,435 65,600 1,640 73,800 1,845 82,000 2,050
85%58,013 1,450 66,300 1,658 74,588 1,865 82,875 2,072
90%61,425 1,536 70,200 1,755 78,975 1,974 87,750 2,194
95%64,838 1,621 74,100 1,853 83,363 2,084 92,625 2,316
100%68,250 1,706 78,000 1,950 87,750 2,194 97,500 2,438
105%71,663 1,792 81,900 2,048 92,138 2,303 102,375 2,559
110%75,075 1,877 85,800 2,145 96,525 2,413 107,250 2,681
115%78,488 1,962 89,700 2,243 100,913 2,523 112,125 2,803
120%81,900 2,048 93,600 2,340 105,300 2,633 117,000 2,925
Senior Complexes
Average Mo. RentNo. of Units
13
368
324
610
977
1,606
879
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
142
162
51
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 714
326
639
1,116
1,615
924
202
218
204
90
Page 1 Summary Rpt #1 1.25 29
MONTHLY OCCUPANCY AND AVERAGE RENT SUMMARY JANUARY 2025
* Including On-Site Management units, occupied units total 11
** Including On-Site Management units, occupied units total 5
Page 2 Summary Rpt #1 1.25 30
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JANUARY 2025 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 10 248 2 221 11 238 23 241
c. 2 BR, 1 BA 2 232 3 251 5 218 1 220 11 230
d. 2 BR, 2 BA 1 232 10 247 11 245
e. Totals 20%10 5 2 1 24 5 1 0 48
2. EXTREMELY LOW: 21-25% OF MEDIAN
a. Studio 8 283 8 283
b. 1 BR, 1 BA 21 323 7 296 5 305 35 306 68 310
c. 2 BR, 1 BA 5 334 5 337 10 336
d. 2 BR, 2 BA 1 309 9 325 10 324
e. Totals 21-25%21 15 5 1 49 5 0 0 96
3. EXTREMELY LOW: 26-30% OF MEDIAN
a. Studio 2 381 2 361 4 371
b. 1 BR, 1 BA 12 429 2 410 1 373 8 414 23 419
c. 2 BR, 1 BA 1 391 6 453 5 416 1 431 1 391 14 430
d. 2 BR, 2 BA 4 430 13 433 17 433
e. Totals 26-30%12 4 4 4 27 5 1 1 58
Total extremely low =43 24 11 6 100 15 2 1 202
Percent of total 30.71%39.34%23.91%26.09%26.60%42.86%11.11%6.67%28.29%
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 1 430 1 414 2 422
b. 1 BR, 1 BA 7 488 2 448 2 466 12 474 23 475
c. 2 BR, 1 BA 2 496 1 534 3 514 1 474 1 486 8 504
d. 2 BR, 2 BA 3 500 6 512 9 508
e. Totals 31-35%7 3 5 3 19 3 1 1 42
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 2 501 2 501
b. 1 BR, 1 BA 15 572 1 527 1 536 8 551 25 562
c. 2 BR, 1 BA 1 575 6 601 1 585 3 570 11 589
d. 2 BR, 2 BA 6 598 6 598
e. Totals 36-40%15 3 2 0 20 1 3 0 44
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 5 560 5 560
b. 1 BR, 1 BA 15 645 1 606 2 626 13 637 31 639
c. 2 BR, 1 BA 2 676 7 704 5 677 4 671 18 686
d. 2 BR, 2 BA 2 676 15 694 17 692
e. Totals 41-45%15 6 4 2 35 5 4 0 71
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 2 639 1 680 3 653
b. 1 BR, 1 BA 12 755 9 729 21 744
c. 2 BR, 1 BA 1 740 8 824 5 744 2 728 2 740 18 777
d. 2 BR, 2 BA 1 826 18 816 19 817
e. Totals 46-50%12 2 2 1 35 5 2 2 61
Total very low =49 14 13 6 109 14 10 3 218
Percent of total 35.00%22.95%28.26%26.09%28.99%40.00%55.56%20.00%30.53%
8. LOWER: 51-55% OF MEDIAN
a. Studio 3 698 3 698
b. 1 BR, 1 BA 6 798 1 772 6 798 13 796
c. 2 BR, 1 BA 1 863 2 1,258 10 861 2 884 1 841 16 913
d. 2 BR, 2 BA 2 871 10 875 12 874
e. Totals 51-55%6 4 3 2 26 2 0 1 44
9. LOWER: 56-60% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 13 890 1 842 2 866 12 883 28 884
c. 2 BR, 1 BA 3 929 9 963 2 943 1 951 5 943 20 950
d. 2 BR, 2 BA 2 946 9 959 11 957
e. Totals 56-60%13 1 5 2 30 2 1 5 59
ONE QUAIL
PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS
Jan-25
2/20/2025
CALIFORNIA
VILLAS
DESERT
POINTE LAGUNA PALMS
1/01/2025 Page 1 of 2 Rpt #1 Multi-Family 1.25
31
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JANUARY 2025 REPORT
"MULTI-FAMILY"141 UNITS 64 UNITS 48 UNITS 24 UNITS 384 UNITS 36 UNITS 20 UNITS 16 UNITS 733 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
ONE QUAIL
PLACE PALM VILLAGE SANTA ROSA TAOS PALMS TOTALS NEIGHBORS CALIFORNIA
VILLAS
DESERT
POINTE LAGUNA PALMS
10. LOWER: 61-65% OF MEDIAN
a. Studio 1 1,041 1 1,041
b. 1 BR, 1 BA 5 1,179 2 1,174 9 1,160 16 1,168
c. 2 BR, 1 BA 3 1,292 4 1,300 2 1,258 9 1,288
d. 2 BR, 2 BA 1 1,248 8 1,278 9 1,275
e. Totals 61-65%5 1 5 1 21 0 2 0 35
11. LOWER: 66-70% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 5 1,275 6 1,262 11 1,268
c. 2 BR, 1 BA 1 1,354 6 1,389 1 1,354 8 1,380
d. 2 BR, 2 BA 2 1,354 13 1,395 15 1,390
e. Totals 66-70%5 0 1 2 25 0 0 1 34
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 3 1,497 1 1,499 6 1,485
d. 2 BR, 2 BA 7 1,516 7 1,516
e. Totals 71-75%1 3 2 0 12 1 0 0 19
13. LOWER: 76-80% OF MEDIAN
a. Studio 1 1,213 1 1,213
b. 1 BR, 1 BA 1 1,611 4 1,423 5 1,460
c. 2 BR, 1 BA 1 1,544 2 1,730 1 1,532 4 1,634
d. 2 BR, 2 BA 3 1,630 3 1,630
e. Totals 76-80%1 1 1 0 9 0 1 0 13
Total lower =31 10 17 7 123 5 4 7 204
·Percent of total 22.14%16.39%36.96%30.43%32.71%14.29%22.22%46.67%28.57%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 3 1,314 3 1,314
b. 1 BR, 1 BA 16 1,449 6 1,402 2 1,458 17 1,383 41 1,415
c. 2 BR, 1 BA 1 2,010 3 1,743 3 1,879 10 1,763 1 2,010 2 2,010 4 1,847 24 1,830
d. 2 BR, 2 BA 1 2,010 4 1,809 17 1,776 22 1,793
Total moderate =17 13 5 4 44 1 2 4 90
Percent of total 12.14%21.31%10.87%17.39%11.70%2.86%11.11%26.67%12.61%
15. Total units occupied:140 61 46 23 376 35 18 15 714
16. Occupancy rate =99%95%96%96%98%97%90%94%97%
NOTE: For each project, to calculate average rent for a unit type at an income level, divide the total rental income of that unit type
at that income level by the number of occupied units of that unit type at that income level.Occ Rate excluding properties under const/renov 98%
1/01/2025 Page 2 of 2 Rpt #1 Multi-Family 1.25
32
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JANUARY 2025 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 4 217 14 238
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 15 258 15 258
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 2 314 4 301 6 305
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 7 339 7 339
b. 1 BR, 1 BA 5 376 6 467 3 373 5 459 10 384 3 376 3 395 35 407
c. 2 BR, 1 BA 2 551 7 409 9 440
d. 2 BR, 2 BA 0 -
e. Totals 26-30%5 8 10 5 17 3 3 51
Total extremely low =14 19 36 13 50 6 4 142
Percent of total 48.28%26.39%54.55%48.15%34.25%42.86%28.57%38.59%
4. VERY LOW: 31-35% OF MEDIAN
a. Studio 1 390 1 390
b. 1 BR, 1 BA 3 443 4 556 3 448 5 510 10 451 3 445 3 460 31 473
c. 2 BR, 1 BA 1 620 7 483 8 500
d. 2 BR, 2 BA 0 -
e. Totals 31-35%3 5 4 5 17 3 3 40
5. VERY LOW: 36-40% OF MEDIAN
a. Studio 3 471 3 471
b. 1 BR, 1 BA 3 528 7 637 2 541 2 595 16 535 1 544 1 547 32 561
c. 2 BR, 1 BA 1 731 5 572 6 598
d. 2 BR, 2 BA 0 -
e. Totals 36-40%3 8 5 2 21 1 1 41
6. VERY LOW: 41-45% OF MEDIAN
a. Studio 6 538 6 538
b. 1 BR, 1 BA 2 611 6 724 5 613 2 675 9 613 3 618 1 606 28 641
c. 2 BR, 1 BA 1 797 10 669 11 681
d. 2 BR, 2 BA 0 -
e. Totals 41-45%2 7 11 2 19 3 1 45
7. VERY LOW: 46-50% OF MEDIAN
a. Studio 2 656 2 656
b. 1 BR, 1 BA 3 694 14 827 1 732 7 737 1 748 2 713 28 776
c. 2 BR, 1 BA 1 824 2 960 3 785 6 850
d. 2 BR, 2 BA 0 -
e. Totals 46-50%4 16 2 1 10 1 2 36
Total very low =12 36 22 10 67 8 7 162
·Percent of total 41.38%50.00%33.33%37.04%45.89%57.14%50.00%44.02%
8. LOWER: 51-55% OF MEDIAN
a. Studio 1 690 1 690
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 2 1 9 0 0 19
9. LOWER: 56-60% OF MEDIAN
a. Studio 2 748 2 748
b. 1 BR, 1 BA 2 945 2 851 7 856 2 872 13 871
c. 2 BR, 1 BA 1 951 1 951
d. 2 BR, 2 BA 0 -
e. Totals 56-60%0 2 4 0 8 0 2 16
CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA
Jan-25
2/20/2025
PUEBLOS TOTALS SAGE CREST
SR.
1/01/2025 Page 1 of 2 Rpt #1 Senior 1.25
33
REPORT #1 - MONTHLY OCCUPANCY AND AVERAGE RENT STATEMENT JANUARY 2025 REPORT
"SENIOR PROPERTIES"30 UNITS 73 UNITS 72 UNITS 27 UNITS 150 UNITS 15 UNITS 14 UNITS 381 UNITS
OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR OCC AR
CANDLEWOOD LAS SERENASCARLOS
ORTEGA
LA ROCCA
VILLASCATALINA PUEBLOS TOTALS SAGE CREST
SR.
10. LOWER: 61-65% OF MEDIAN
a. Studio 0 -
b. 1 BR, 1 BA 5 1,245 1 1,184 2 1,123 1 1,165 9 1,202
c. 2 BR, 1 BA 0 -
d. 2 BR, 2 BA 0 -
e. Totals 61-65%0 5 0 1 2 0 1 9
11. LOWER: 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. LOWER: 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. LOWER: 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 6 2 23 0 3 51
Percent of total 3.45%22.22%9.09%7.41%15.75%0.00%21.43%13.86%
14. MODERATE: 81-120% OF MEDIAN
a. Studio 1 1,425 1 1,425
b. 1 BR, 1 BA 1 1,289 1 1,611 2 1,482 3 1,363 7 1,422
c. 2 BR, 1 BA 1 2,010 3 1,826 4 1,872
d. 2 BR, 2 BA 1 2,010 1 2,010
Total moderate =2 1 2 2 6 0 0 13
Percent of total 6.90%1.39%3.03%7.41%4.11%0.00%0.00%3.53%
15. Total units occupied:29 72 66 27 146 14 14 368
16. Occupancy rate =97%99%92%100% 97%93%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%
1/01/2025 Page 2 of 2 Rpt #1 Senior 1.25
34
JANUARY 2025 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jan-25 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:2/20/2025
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 2 1 24 5 1 - 48
Total rental income 2,480 1,090 464 232 5,842 1,088 220 11,416
Per occupied unit 248 218 232 232 243 218 220 238
EXTREMELY LOW : 21% --> 25%
Occupied units 21 15 5 1 49 5 - - 96
Total rental income 6,781 4,339 1,524 309 15,316 1,687 - 29,956
Per occupied unit 323 289 305 309 313 337 312
EXTREMELY LOW : 26% --> 30%
Occupied units 12 4 4 4 27 5 1 1 58
Total rental income 5,142 1,582 1,485 1,720 11,663 2,082 431 391 24,496
Per occupied unit 429 396 371 430 432 416 431 391 422
VERY LOW: 31% --> 35%
Occupied units 7 3 5 3 19 3 1 1 42
Total rental income 3,418 1,326 2,338 1,500 9,293 1,542 474 486 20,377
Per occupied unit 488 442 468 500 489 514 474 486 485
VERY LOW: 36% --> 40%
Occupied units 15 3 2 - 20 1 3 - 44
Total rental income 8,575 1,529 1,111 11,604 585 1,711 25,115
Per occupied unit 572 510 556 580 585 570 571
VERY LOW: 41% --> 45%
Occupied units 15 6 4 2 35 5 4 71
Total rental income 9,680 3,406 2,604 1,352 23,624 3,387 2,682 46,735
Per occupied unit 645 568 651 676 675 677 671 658
VERY LOW: 46% --> 50%
Occupied units 12 2 2 1 35 5 2 2 61
Total rental income 9,064 1,278 1,420 826 27,845 3,720 1,456 1,480 47,089
Per occupied unit 755 639 710 826 796 744 728 740 772
VERY LOW Up to 50%
Occupied units 92 38 24 12 209 29 12 4 420
Total rental income 45,140 14,550 10,946 5,939 105,187 14,091 6,974 2,357 205,184
Per occupied unit 491 383 456 495 503 486 581 589 489
LOWER: 51% --> 55%
Occupied units 6 4 3 2 26 2 - 1 44
Total rental income 4,786 2,957 3,287 1,742 22,152 1,768 - 841 37,533
Per occupied unit 798 739 1,096 871 852 884 841 853
LOWER: 56% --> 60%
Occupied units 13 1 5 2 30 2 1 5 59
Total rental income 11,576 842 4,519 1,892 27,896 1,886 951 4,713 54,275
Per occupied unit 890 842 904 946 930 943 951 943 920
LOWER: 61% --> 65%
Occupied units 5 1 5 1 21 - 2 - 35
Total rental income 5,897 1,041 6,224 1,248 25,864 - 2,516 42,790
Per occupied unit 1,179 1,041 1,245 1,248 1,232 1,258 1,223
LOWER: 66% --> 70%
Occupied units 5 - 1 2 25 - - 1 34
Total rental income 6,376 - 1,354 2,708 34,043 - - 1,354 45,835
Per occupied unit 1,275 1,354 1,354 1,362 1,354 1,348
LOWER: 71% --> 75%
Occupied units 1 3 2 - 12 1 - - 19
Total rental income 1,390 3,744 2,922 17,797 1,499 - 27,352
Per occupied unit 1,390 1,248 1,461 1,483 1,499 1,440
LOWER: 76% --> 80%
Occupied units 1 1 1 - 9 - 1 - 13
Total rental income 1,611 1,213 1,544 14,041 1,532 19,941
Per occupied unit 1,611 1,213 1,544 1,560 1,532 1,534
LOWER: 51% --> 80%
Occupied units 31 10 17 7 123 5 4 7 204
Total rental income 31,636 9,797 19,850 7,590 141,793 5,153 4,999 6,908 227,726
Per occupied unit 1,021 980 1,168 1,084 1,153 1,031 1,250 987 1,116
MODERATE: 81% --> 120%
Occupied units 17 13 5 4 44 1 2 4 90
Total rental income 25,200 19,590 8,552 7,237 71,344 2,010 4,020 7,388 145,341
Per occupied unit 1,482 1,507 1,710 1,809 1,621 2,010 2,010 1,847 1,615
Summary Income:
Rent Roll Expected Income 101,976 43,937 39,348 20,766 318,324 21,254 15,993 16,653 578,251
Delinquent Income (1,436) (4,169) (7,681) (4,191) 7,712 (621) (1,945) (1,778) (14,109)
Actual Rent Received 100,540 39,768 31,667 16,575 326,036 20,633 14,048 14,875 564,142
Other Income:
Laundry 473 279 - 233 2,877 - - 173 4,034
Other (Credit Report/Late Fees)1,840 30 425 200 2,035 150 150 175 5,005
Total Operating Income 102,853 40,077 32,092 17,008 330,948 20,783 14,198 15,223 573,182
NEIGHBORS
1/01/2025 Page 1 of 2 Rpt #2 Multi-Family 1.25 35
JANUARY 2025 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jan-25 "MULTI-FAMILY PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:2/20/2025
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
Occupied Units 140 61 46 23 376 35 18 15 714
Income per occupied unit 735 657 698 739 880 594 789 1,015 803
EXPENSES
Operating Expenses:
Payroll 27,189 13,948 11,563 4,606 104,887 7,357 2,871 3,691 176,112
Per occupied unit 194 229 251 200 279 210 159 246 247
Administrative 11,639 4,558 2,863 1,807 28,964 1,764 1,020 1,258 53,873
Per occupied unit 83 75 62 79 77 50 57 84 75
Advertising/Promotion - 8 - - - - - - 8
Per occupied unit - 0 - - - - - - 0
Contract Services 3,614 2,473 1,341 1,382 32,177 1,062 397 492 42,936
Per occupied unit 26 41 29 60 86 30 22 33 60
Utility Services 14,855 4,945 4,110 2,310 17,954 4,403 1,159 1,263 51,000
Per occupied unit 106 81 89 100 48 126 64 84 71
Maintenance 28,709 9,616 8,513 6,301 120,887 2,395 582 970 177,974
Per occupied unit 205 158 185 274 322 68 32 65 249
Replacement expense 5,542 1,377 1,624 - 2,586 - - - 11,129
Per occupied unit 40 23 35 - 7 - - - 16
Capital expense - - - - - - - - -
Per occupied unit - - - - - - - - -
Total Operating Expenses 91,548 36,924 30,015 16,406 307,455 16,982 6,028 7,674 513,032
Per occupied unit 654 605 652 713 818 485 335 512 719
Summary Revenue and Expenses
Total Operating Income 102,853 40,077 32,092 17,008 330,948 20,783 14,198 15,223 573,182
Total Operating Expenses 91,548 36,924 30,015 16,406 307,455 16,982 6,028 7,674 513,032
Monthly Net Operating Income 11,305 3,153 2,077 602 23,493 3,801 8,170 7,549 60,150
Per occupied unit 81 52 45 26 62 109 454 503 84
FYTD Net Operating Income* 212,818 61,683 44,830 49,930 817,548 33,623 48,301 45,659 1,314,393
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).
1/01/2025 Page 2 of 2 Rpt #2 Multi-Family 1.25 36
JANUARY 2025 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jan-25 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:2/20/2025
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 2,162 5,925
Per occupied unit 211 332 194 263 216 228
EXTREMELY LOW : 21% --> 25%
Occupied units 7 8 18 5 23 3 1 65
Total rental income 2,065 3,152 4,756 1,769 6,617 888 291 19,538
Per occupied unit 295 394 264 354 288 296 291 301
EXTREMELY LOW : 26% --> 30%
Occupied units 5 8 10 5 17 3 3 51
Total rental income 1,882 3,904 3,496 2,294 6,699 1,129 1,184 20,588
Per occupied unit 376 488 350 459 394 376 395 404
VERY LOW : 31% --> 35%
Occupied units 3 5 4 5 17 3 3 40
Total rental income 1,328 2,842 1,734 2,548 7,885 1,335 1,380 19,052
Per occupied unit 443 568 434 510 464 445 460 476
VERY LOW : 36% --> 40%
Occupied units 3 8 5 2 21 1 1 41
Total rental income 1,583 5,188 2,495 1,190 11,423 544 547 22,970
Per occupied unit 528 648 499 595 544 544 547 560
VERY LOW : 41% --> 45%
Occupied units 2 7 11 2 19 3 1 45
Total rental income 1,222 5,139 6,294 1,350 12,207 1,853 606 28,671
Per occupied unit 611 734 572 675 642 618 606 637
VERY LOW : 46% --> 50%
Occupied units 4 16 2 1 10 1 2 36
Total rental income 2,905 13,491 1,312 732 7,515 748 1,425 28,128
Per occupied unit 726 843 656 732 751 748 713 781
VERY LOW: Up to 50%
Occupied units 26 55 58 23 117 14 11 304
Total rental income 11,407 34,712 21,643 10,672 54,508 6,497 5,433 144,872
Per occupied unit 439 631 373 464 466 464 494 477
LOWER: 51% --> 55%
Occupied units 1 6 2 1 9 - - 19
Total rental income 785 5,280 1,447 821 7,133 - 15,466
Per occupied unit 785 880 724 821 793 814
LOWER: 56% --> 60%
Occupied units - 2 4 - 8 - 2 16
Total rental income 1,890 3,198 - 6,944 1,744 13,776
Per occupied unit 945 800 868 872 861
LOWER: 61% --> 65%
Occupied units - 5 - 1 2 - 1 9
Total rental income - 6,223 1,184 2,246 1,165 10,818
Per occupied unit 1,245 1,184 1,123 1,165 1,202
LOWER: 66% --> 70%
Occupied units - - - 2 - - 2
Total rental income 2,476 2,476
Per occupied unit 1,238 1,238
LOWER: 71% --> 75%
Occupied units - 2 - - - - - 2
Total rental income 2,861 - - 2,861
Per occupied unit 1,431 1,431
LOWER: 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 6 2 23 - 3 51
Total rental income 785 17,652 4,645 2,005 21,836 - 2,909 49,832
1/01/2025 Page 1 of 2 Rpt #2 Senior 1.25 37
JANUARY 2025 REPORT
REPORT #2 - MONTHLY NET OPERATING INCOME STATEMENT:
REPORTING MONTH:Jan-25 "SENIOR PROPERTIES"REPORTED BY: CYNDI KARP
REPORT DATE:2/20/2025
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
Per occupied unit 785 1,103 774 1,003 949 970 977
MODERATE: 81% --> 120%
Occupied units 2 1 2 2 6 - - 13
Total rental income 3,299 2,010 3,036 2,964 9,568 20,877
Per occupied unit 1,650 2,010 1,518 1,482 1,595 1,606
Summary Income:
Rent Roll Expected Income 15,491 54,374 29,324 15,641 85,912 6,497 8,342 215,581
Delinquent Income (989) (2,314) (2,253) (452) 2,861 43 - (3,104)
Actual Rent Received 14,502 52,060 27,071 15,189 88,773 6,540 8,342 212,477
Other Income:
Laundry - - - - - - - -
Other (Credit Report/Late Fees)25 110 30 - 235 - - 400
Total operating income 14,527 52,170 27,101 15,189 89,008 6,540 8,342 212,877
Occupied Units 29 72 66 27 146 14 14 368
Income per occupied unit 501 725 411 563 610 467 596 578
EXPENSES
Operating Expenses:
Payroll 6,919 15,676 16,371 7,472 21,222 3,994 2,788 74,442
Per occupied unit 239 218 248 277 145 285 199 202
Administrative 1,485 5,464 4,463 1,450 10,912 743 693 25,210
Per occupied unit 51 76 68 54 75 53 50 69
Advertising/promotion - - - - 163 - - 163
Per occupied unit - - - - 1 - - 0
Contract services 1,420 2,377 1,875 834 2,190 872 448 10,016
Per occupied unit 49 33 28 31 15 62 32 27
Utility services 4,908 8,597 6,931 4,992 11,637 1,265 1,485 39,815
Per occupied unit 169 119 105 185 80 90 106 108
Maintenance 2,116 11,670 9,648 183 21,186 1,913 2,950 49,667
Per occupied unit 73 162 146 7 145 137 211 135
Replacement expense 1,359 - 10,413 - 4,547 - - 16,319
Per occupied unit 47 - 158 - 31 - - 44
Capital expense - - - - - - - -
Per occupied unit - - - - - - - -
Total Operating Expenses 18,208 43,784 49,702 14,930 71,857 8,787 8,364 215,632
Per occupied unit 628 608 753 553 492 628 597 586
Summary Revenue and Expenses
Total Operating Income 14,527 52,170 27,101 15,189 89,008 6,540 8,342 212,877
Total Operating Expenses 18,208 43,784 49,702 14,930 71,857 8,787 8,364 215,632
Monthly Net Operating Income (3,681) 151,515 (22,601) 259 17,151 (2,247) (22) (2,754)
Per occupied unit (127) 2,104 (342) 10 117 (160) (2) (7)
FYTD Net Operating Income* 3,293 105,112 (38,850) (45,704) 225,746 (9,607) (460) 239,531
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)
1/01/2025 Page 2 of 2 Rpt #2 Senior 1.25 38
Page 1 of 1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: March 12, 2025
PREPARED BY: Cyndi Karp – FGA Regional Supervisor
SUBJECT: RESIDENT ACTIVITIES AT THE PALM DESERT HOUSING AUTHORITY
(PDHA) PROPERTIES
RECOMMENDATION:
Receive and File.
BACKGROUND/ANALYSIS:
February 2025 Resident Activities held for Las Serenas and La Rocca properties.
FINANCIAL IMPACT:
Funding used for resident activities comes out of the Resident Activities budget for each
respective property.
ATTACHMENTS:
1. February 2025 Presentation
39
40
Las Serenas/La Rocca Villa: Resident Valentines Party
41
42
Page 1 of 1
HOUSING COMMISSION
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: March 12, 2025
PREPARED BY: Cyndi Karp – FGA Regional Supervisor
SUBJECT: UPDATE ON LAS SERENAS POOL REHABILITATION PROJECT
RECOMMENDATION:
Receive and File.
BACKGROUND/ANALYSIS:
The City of Palm Desert Capital Improvement Project (CIP) team led the remodel of pool #1 at
Las Serenas. This process took several months and included resurfacing the plaster and pool
deck, installing an ADA lift, and relocating security fencing.
FINANCIAL IMPACT:
The funding for the pool remodel was sourced from the CIP account.
ATTACHMENTS:
1. Las Serenas pool rehab photos
43
44
Las Serenas –Pool #1 Remodel
Construction Phase
45
Las Serenas –Pool #1 Remodel
Completion
46
HOUSING COMMISSION
Year 2025 2025 2024 2024 2024 2024 2024 2024 2024 2024 2024 2024 2024
Month Feb Jan Dec Nov Oct Sep Aug Jul Jun May Apr Mar Mar
Day 12 8 11 13 9 11 - - 12 8 10 13 13
Bauer, Kathleen P P P P P P - - E P P P P 0 1
Buller, Jan P P P P P P - - P E P P P 01
Docken, Olivia P P P P P P - - P P P P A 1 0
Firestine, Andrew P P P E P P - - N/A N/A N/A N/A N/A 0 1
Moore, Dominic P E P P P P - - P P P P P 0 1
Morrison, Melody PPPPPP - - PPPPP 00
Siddiq, Franchon-Marie P P P P P P - - P P E P P 0 1
P Present
P Remote
A Absent
E Excused
- No Meeting
Resigned/Not Yet Appointed
Palm Desert Municipal Code 2.34.010
Monthly: Three unexcused absences from regular meeting in any twelve-month period shall constitute an automatic resignation of members holding office on
boards that meet monthly.
Please contact the Recording Secretary to discuss any attendance concerns.
Total Absences
Unexcused Excused
47