2021 06 15 HA Special MeetingHOUSING AUTHORITY Page 1 of 4 JUNE 15, 2021
SPECIAL MEETING
NOTICE AND CALL OF SPECIAL MEETING
OF THE LA QUINTA HOUSING AUTHORITY
TO THE MEMBERS OF THE LA QUINTA HOUSING AUTHORITY AND TO
THE AUTHORITY SECRETARY:
NOTICE IS HEREBY GIVEN that a Special Meeting of the City of La Quinta
Housing Authority is hereby called to be held on Tuesday, June 15, 2021,
starting with Closed Session at 3:00 p.m. and Open Session at 4:00
p.m.; at La Quinta City Hall located at 78495 Calle Tampico, La Quinta, CA
92253.
Pursuant to Executive Orders N-25-20, N-29-20, N-33-20, N-35-20, and N-
60-20 executed by the Governor of California in response to the state of
emergency relating to novel coronavirus disease 2019 (COVID-19) and
enabling teleconferencing accommodations by suspending or waiving specified
provisions in the Ralph M. Brown Act (Government Code § 54950 et seq.),
members of the Housing Authority, the Executive Director, Authority Counsel,
City Staff, and City Consultants may participate in this special meeting by
teleconference.
Members of the public wanting to listen to the open session of the meeting
may do so by tuning-in live via http://laquinta.12milesout.com/video/live.
Members of the public wanting to address the Housing Authority during
the meeting, either for a specific agenda item or matters not on the agenda,
or both, are requested to follow the instructions listed below:
Written public comments – can be provided in-person during the meeting
or emailed to the City Clerk’s Office at CityClerkMail@LaQuintaCA.gov no later
than 3:00 p.m. on the day of the meeting, and will be distributed to the
Housing Authority and incorporated into the agenda packet and public record
of the meeting, and will not be read during the meeting unless, upon the
request of the Chairperson, a brief summary of any public comment is asked
to be read, to the extent the City Clerk’s Office can accommodate such request.
HOUSING AUTHORITY Page 2 of 4 JUNE 15, 2021
SPECIAL MEETING
If emailed, the email “subject line” must clearly state “Written Comments”
and list the following:
1) Full Name 4) Public Comment or Agenda Item Number
2) City of Residence 5) Subject
3) Phone Number 6) Written Comments
*** TELECONFERENCE PROCEDURES ***
Verbal public comments via Teleconference – members of the public
may join the meeting virtually via Zoom and use the “raise your hand”
feature when public comments are prompted by the Chairperson; the City will
facilitate the ability for a member of the public to be audible to the Housing
Authority and general public and allow him/her to speak on the item(s)
requested. Please note – members of the public must unmute
themselves when prompted upon being recognized by the
Chairperson, in order to become audible to the Housing Authority and
the public.
Only one person at a time may speak by teleconference and only after being
recognized by the Chairperson.
ZOOM LINK: https://zoom.us/j/92585509793
Meeting ID: 925 8550 9793
Or join by phone: (669) 900 – 9128
******************************
The special meeting is called for the following purpose:
CLOSED SESSION
1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT
TO GOVERNMENT CODE SECTION 54956.8 FOR PROPERTIES
LOCATED AT THE NORTH-EAST AND NORTH-WEST CORNERS OF
CALLE SINALOA AND AVENIDA NAVARRO (APNs: 773-144-025,
773-145-010, 773-145-011)
CITY NEGOTIATOR: JON McMILLEN, EXECUTIVE DIRECTOR
NEGOTIATING PARTY: TAYLOR DUDLEY
UNDER NEGOTIATION: PRICE AND TERM OF PAYMENT
2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT
TO GOVERNMENT CODE SECTION 54956.8 FOR PROPERTIES
LOCATED AT THE NORTH-WEST CORNER OF CALLE SINALOA AND
AVENIDA BERMUDAS (APNs: 773-145-022 AND 773-145-023)
CITY NEGOTIATOR: JON McMILLEN, EXECUTIVE DIRECTOR
HOUSING AUTHORITY Page 3 of 4 JUNE 15, 2021
SPECIAL MEETING
NEGOTIATING PARTY: CORONEL ENTERPRISES
UNDER NEGOTIATION: PRICE AND TERM OF PAYMENT
CONSENT CALENDAR
1.APPROVE SPECIAL MEETING MINUTES OF JUNE 1, 2021
2. RECEIVE AND FILE THE LA QUINTA HOUSING AUTHORITY
ANNUAL REPORT FOR FISCAL YEAR 2019/20 PURSUANT TO
CALIFORNIA HEALTH AND SAFETY CODE SECTION 34328
3. RECEIVE AND FILE HOUSING SUCCESSOR ANNUAL REPORT FOR
FISCAL YEAR 2019/20 REGARDING THE LOW- AND MODERATE-
INCOME HOUSING ASSET FUND PURSUANT TO CALIFORNIA
HEALTH AND SAFETY CODE SECTION 34176.1(f) FOR THE LA
QUINTA HOUSING AUTHORITY
BUSINESS SESSION
1. ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2021/22 LA
QUINTA HOUSING AUTHORITY BUDGET
[RESOLUTION NO. HA 2021-003]
Dated: June 14, 2021 Kathleen Fitzpatrick
KATHLEEN FITZPATRICK, Chairperson
Attest:
MONIKA RADEVA
Housing Authority Secretary
DECLARATION OF POSTING
I, Monika Radeva, Authority Secretary, do hereby declare that the foregoing
notice for the Special La Quinta Housing Authority meeting of June 15, 2021
was posted on the outside entry to the Council Chamber at 78495 Calle
Tampico and on the bulletin boards at 51321 Avenida Bermudas and 78630
Highway 111 on June 14, 2020.
HOUSING AUTHORITY Page 4 of 4 JUNE 15, 2021
SPECIAL MEETING
DATED: June 14, 2021
Monika Radeva, Authority Secretary
La Quinta Housing Authority
HOUSING AUTHORITY AGENDA Page 1 of 5 JUNE 15, 2021
SPECIAL MEETING
HOUSING AUTHORITY
AGENDA
CITY HALL COUNCIL CHAMBER
78495 Calle Tampico La Quinta
SPECIAL MEETING
TUESDAY, JUNE 15, 2021
3:00 P.M. CLOSED SESSION | 4:00 P.M. OPEN SESSION
******************************
SPECIAL NOTICE
Teleconferencing and Telephonic Accessibility In Effect
Pursuant to Executive Orders N-25-20, N-29-20, N-33-20, and N-35-20, and
N-60-20 executed by the Governor of California, in response to the state of
emergency relating to novel coronavirus disease 2019 (COVID-19) and
enabling teleconferencing accommodations by suspending or waiving specified
provisions in the Ralph M. Brown Act (Government Code § 54950 et seq.),
members of the Housing Authority, the Executive Director, Authority Counsel,
City Staff, and City Consultants may participate in this meeting by
teleconference.
Members of the public wanting to listen to the open session of this meeting
may do so by tuning-in live via http://laquinta.12milesout.com/video/live.
Members of the public wanting to address the Housing Authority either for
a specific agenda item or matters not on the agenda, or both, are requested to
follow the instructions listed below:
Written public comments – can be provided in-person during the meeting or
emailed to the City Clerk’s Office at CityClerkMail@LaQuintaCA.gov no later
than 3:00 p.m. on the day of the meeting, and will be distributed to the
Housing Authority, incorporated into the agenda packet and public record of the
Housing Authority agendas and staff
reports are available on the City’s
web site: www.laquintaca.gov
HOUSING AUTHORITY AGENDA Page 2 of 5 JUNE 15, 2021
SPECIAL MEETING
meeting, and will not be read during the meeting unless, upon the request of
the Chairperson, a brief summary of any public comment is asked to be read,
to the extent the City Clerk’s Office can accommodate such request.
If emailed, the email “subject line” must clearly state “Written Comments”
and list the following:
1) Full Name 4) Public Comment or Agenda Item Number
2) City of Residence 5) Subject
3) Phone Number 6) Written Comments
*** TELECONFERENCE PROCEDURES ***
Verbal public comments via Teleconference – members of the public
may join the meeting virtually via Zoom and use the “raise your hand”
feature when public comments are prompted by the Chairperson; the City will
facilitate the ability for a member of the public to be audible to the Housing
Authority and general public and allow him/her to speak on the item(s)
requested. Please note – members of the public must unmute
themselves when prompted upon being recognized by the Chairperson
in order to become audible to the Housing Authority and the public.
Only one person at a time may speak by teleconference and only after being
recognized by the Chairperson.
ZOOM LINK: https://zoom.us/j/92585509793
Meeting ID: 925 8550 9793
Or join by phone: (669) 900 – 9128
******************************
CALL TO ORDER
ROLL CALL: Authority Members: Evans, Peña, Radi, Sanchez, Chairperson
Fitzpatrick
VERBAL ANNOUNCEMENT – AB 23 [AUTHORITY SECRETARY]
PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA
At this time, members of the public may address the Housing Authority on any
matter not listed on the agenda by providing written public comments either
in-person or via email as indicated above; or provide verbal public comments
either in-person or via teleconference by joining the meeting virtually at
https://zoom.us/j/92585509793 and use the “raise your hand” feature
when prompted by the Chairperson. Members of the public attending the
meeting in-person are requested to complete a “Request to Speak” form and
HOUSING AUTHORITY AGENDA Page 3 of 5 JUNE 15, 2021
SPECIAL MEETING
submit it to the Authority Secretary. Please limit your comments to three (3)
minutes (or approximately 350 words). The Housing Authority values your
comments; however, in accordance with State law, no action shall be taken on
any item not appearing on the agenda unless it is an emergency item
authorized by Government Code § 54954.2(b).
CONFIRMATION OF AGENDA
CLOSED SESSION
1.CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54956.8 FOR PROPERTIES LOCATED AT
THE NORTH-EAST AND NORTH-WEST CORNERS OF CALLE SINALOA AND
AVENIDA NAVARRO (APNs: 773-144-025, 773-145-010, 773-145-011)
CITY NEGOTIATOR: JON McMILLEN, EXECUTIVE DIRECTOR
NEGOTIATING PARTY: TAYLOR DUDLEY
UNDER NEGOTIATION: PRICE AND TERM OF PAYMENT
2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54956.8 FOR PROPERTIES LOCATED AT
THE NORTH-WEST CORNER OF CALLE SINALOA AND AVENIDA
BERMUDAS (APNs: 773-145-022 AND 773-145-023)
CITY NEGOTIATOR: JON McMILLEN, EXECUTIVE DIRECTOR
NEGOTIATING PARTY: CORONEL ENTERPRISES
UNDER NEGOTIATION: PRICE AND TERM OF PAYMENT
RECESS TO CLOSED SESSION
RECONVENE AT 4:00 P.M.
REPORT ON ACTION(S) TAKEN IN CLOSED SESSION
RECESS TO CONDUCT REGULAR CITY COUNCIL MEETING
RECONVENE AFTER CITY COUNCIL MEETING
PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA
At this time, members of the public may address the Housing Authority on any
matter not listed on the agenda by providing written public comments either
in-person or via email as indicated above; or provide verbal public comments
either in-person or via teleconference by joining the meeting virtually at
https://zoom.us/j/92585509793 and use the “raise your hand” feature
when prompted by the Chairperson. Members of the public attending the
meeting in-person are requested to complete a “Request to Speak” form and
submit it to the Authority Secretary. Please limit your comments to three (3)
HOUSING AUTHORITY AGENDA Page 4 of 5 JUNE 15, 2021
SPECIAL MEETING
minutes (or approximately 350 words). The Housing Authority values your
comments; however, in accordance with State law, no action shall be taken on
any item not appearing on the agenda unless it is an emergency item
authorized by Government Code § 54954.2(b).
CONSENT CALENDAR
NOTE: Consent Calendar items are routine in nature and can be approved by one
motion.
PAGE
1. APPROVE SPECIAL MEETING MINUTES OF JUNE 1, 2021 7
2. RECEIVE AND FILE THE LA QUINTA HOUSING AUTHORITY ANNUAL
REPORT FOR FISCAL YEAR 2019/20 PURSUANT TO CALIFORNIA
HEALTH AND SAFETY CODE SECTION 34328
9
3. RECEIVE AND FILE HOUSING SUCCESSOR ANNUAL REPORT FOR
FISCAL YEAR 2019/20 REGARDING THE LOW- AND MODERATE-
INCOME HOUSING ASSET FUND PURSUANT TO CALIFORNIA HEALTH
AND SAFETY CODE SECTION 34176.1(f) FOR THE LA QUINTA
HOUSING AUTHORITY
25
BUSINESS SESSION
PAGE
1. ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2021/22 LA QUINTA
35
HOUSING AUTHORITY BUDGET [RESOLUTION NO. HA 2021-003]
CHAIR AND BOARD MEMBERS' ITEMS
ADJOURNMENT
***************************************
The next regular quarterly meeting of the Housing Authority will be held on July
20, 2021 at 4:00 p.m. in the City Council Chambers, 78495 Calle Tampico,
La Quinta, CA 92253.
DECLARATION OF POSTING
I, Monika Radeva, Authority Secretary of the La Quinta Housing Authority, do
hereby declare that the foregoing agenda for the La Quinta Housing Authority
special meeting was posted near the entrance to the Council Chambers at
78495 Calle Tampico and on the bulletin boards at 51321 Avenida Bermudas
and 78630 Highway 111, on June 14, 2021.
HOUSING AUTHORITY AGENDA Page 5 of 5 JUNE 15, 2021
SPECIAL MEETING
DATED: June 14, 2021
MONIKA RADEVA, Authority Secretary
La Quinta Housing Authority
Public Notices
The La Quinta City Council Chamber is handicapped accessible. If special
equipment is needed for the hearing impaired, please call the City Clerk’s
Office at (760) 777-7092, twenty-four (24) hours in advance of the meeting
and accommodations will be made.
If special electronic equipment is needed to make presentations to the
Housing Authority, arrangement should be made in advance by contacting
the City Clerk's Office at (760) 777-7092. A one (1) week notice is required.
If background material is to be presented to the Housing Authority during a
meeting, please be advised that eight (8) copies of all documents, exhibits,
etc., must be supplied to the Authority Secretary for distribution. It is
requested that this take place prior to the beginning of the meeting.
Any writings or documents provided to a majority of the Housing Authority
regarding any item on this agenda will be made available for public
inspection at the Authority Secretary counter at City Hall located at 78495
Calle Tampico, La Quinta, California, 92253, during normal business hours.
6
HOUSING AUTHORITY MINUTES Page 1 of 2 JUNE 1, 2021
SPECIAL MEETING
HOUSING AUTHORITY
SPECIAL MEETING
MINUTES
TUESDAY, JUNE 1, 2021
CALL TO ORDER
A special quarterly meeting of the La Quinta Housing Authority was called to
order at 6:22 p.m. by Chairperson Fitzpatrick.
This meeting provided teleconferencing accessibility pursuant to Executive
Orders N-25-20, N-29-20, N-33-20, N-35-20, and N-60-20 executed by the
Governor of California, in response to the state of emergency relating to novel
coronavirus disease 2019 (COVID-19) and enabling teleconferencing
accommodations by suspending or waiving specified provisions in the Ralph M.
Brown Act (Government Code § 54950 et seq.).
PRESENT: Authority Members: Evans, Peña, Radi, Sanchez, and Chairperson
Fitzpatrick
ABSENT: None
VERBAL ANNOUNCEMENT – AB 23 was made by the Authority Secretary
PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA – None
CONFIRMATION OF AGENDA – Confirmed
CONSENT CALENDAR
1.APPROVE QUARTERLY MEETING MINUTES DATED APRIL 20, 2021
2. APPROVE SPECIAL JOINT STUDY SESSION BETWEEN THE CITY
COUNCIL AND HOUSING AUTHORITY MEETING MINUTES DATED
MARCH 16, 2021
MOTION – A motion was made and seconded by Authority Members Evans/Radi
to approve the Consent Calendar as submitted. Motion passed unanimously.
STUDY SESSION
1. DISCUSS FISCAL YEAR 2021/22 PROPOSED HOUSING
AUTHORITY BUDGET
CONSENT CALENDAR ITEM NO. 1
7
HOUSING AUTHORITY MINUTES Page 2 of 2 JUNE 1, 2021
SPECIAL MEETING
Interim Finance Director Martinez presented the staff report, which is on file in
the Clerk’s Office.
Council discussed that expenses are slightly higher than revenues due to the
recent acquisition of the Dune Palms Mobile Estate property (Project); and
$500,000 has been allocated in the proposed fiscal year 2021/22 budget for
the Project’s building and site improvements, which are currently being
evaluated, and it is anticipated to present more specific estimates to Council
for review and consideration during the mid-year review of the budget.
City Manager McMillen noted that the Project is currently undergoing a capital
needs assessment.
CHAIR AND BOARD MEMBERS' ITEMS – None
REPORTS AND INFORMATIONAL ITEMS – None
ADJOURNMENT
There being no further business, it was moved and seconded by Authority
Members Peña/Sanchez to adjourn the meeting at 6:29 p.m. Motion passed
unanimously.
Respectfully submitted,
MONIKA RADEVA, Authority Secretary
La Quinta Housing Authority
8
City of La Quinta
HOUSING AUTHORITY SPECIAL MEETING: June 15, 2021
STAFF REPORT
AGENDA TITLE: RECEIVE AND FILE THE LA QUINTA HOUSING AUTHORITY
ANNUAL REPORT FOR FISCAL YEAR 2019/20 PURSUANT TO CALIFORNIA
HEALTH AND SAFETY CODE SECTION 34328
RECOMMENDATION
Receive and file Fiscal Year 2019/20 La Quinta Housing Authority Annual Report
pursuant to California Health and Safety Code Section 34328.
EXECUTIVE SUMMARY
•California Health and Safety Code Section 34328 requires the Housing
Authority (Authority) to prepare and file an Annual Report (Report).
•The Report (Attachment 1) presents all Authority activities for 2019/20.
•The Housing Commission (Commission) reviewed and recommended the
Authority receive and file the Report during the June 9, 2021, meeting.
•The Report will be posted on the City’s website and filed with the City
Clerk.
FISCAL IMPACT – None.
BACKGROUND/ANALYSIS
The Report reviews the Authority’s assets, budget, housing unit compliance,
and affordable housing activities during 2019/20, and includes the following
findings:
•No bonds were issued nor were any affordable housing commitments
made.
•After transferring ownership of the Washington Street Apartments project
to Coachella Valley Housing Coalition on March 15, 2018, the project has
been completed and is open officially as of November 21, 2019.
CONSENT CALENDAR ITEM NO. 2
9
•The Authority remains in compliance with the Housing Affordability
requirement wherein 50 percent of 1352 total Authority assisted rental
units are available to persons of very-low income.
•The Authority has 391 silent second trust deed loans, and 1 residential
rehabilitation loan, all of which provide affordability covenants and are
monitored for compliance.
•The Authority did not issue any domestic violence related termination
notices.
ALTERNATIVES
As this is a receive and file action no alternatives are presented.
Prepared by: Doug Kinley, Housing Analyst
Approved by: Jon McMillen, Executive Director
Attachment: 1. La Quinta Housing Authority Annual Report
10
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
Wolff Waters Place
ATTACHMENT 1
11
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
Introduction
About This Annual Report
SUMMARY
California Health and Safety Code (“HSC”) Section 34328 states that “at least once a year,
an authority shall file with the clerk of the respective city or county and with the
Department of Housing and Community Development (“HCD”) a report of its activities for
the preceding year (“Annual Report”). This Annual Report for the La Quinta Housing
Authority (“Authority”) covers all the activities that have occurred during the 2019-20
Fiscal Year (“FY 19-20”), including housing unit compliance with affordability
requirements, activities concerning existing debt obligations, as well as land transactions
and development.
LEGAL AUTHORITY
It is the intent of the State legislature that housing authorities function as local entities
with the primary responsibility of providing housing for very low- and low-income
households. As such, housing authorities are distinct, autonomous, legal entities that
derive their powers from State statute. The HSC, beginning with Section 34200, provides
for the functioning of a local housing authority through a resolution of the local governing
body. In the case of the City of La Quinta (“City”), the City Council of the City of La Quinta
(“City Council”) resolved that the Authority could exercise its powers. The resolution
adopted by the City Council must be accompanied by a finding that either of the following
is true: (1) unsanitary or unsafe housing exists in the city or (2) there is a shortage of
safe or sanitary housing available to persons of low income. On September 15, 2009, the
City Council adopted Resolution No. 2009-075, confirming that both aforementioned
findings have been met to establish a housing authority in accordance with the California
Housing Authorities Law (Health and Safety Code Section 34200, et. seq.). The Authority
adopted Bylaws and Rules of Procedure on October 6, 2009 by Resolution HA 2009-001,
which was amended by the Authority on April 15, 2014 via Resolution HA 2014-001.
ABx1 26 dissolved redevelopment agencies in California effective February 1, 2012.
Health and Safety Code Section 34176(b)(2) allows the local housing authority to assume
all rights, powers, assets, liabilities, duties, and obligations associated with the housing
activities of a dissolved redevelopment agency. On January 17, 2012, the La Quinta
Housing Authority adopted Resolution HA 2012-002, electing to be the “housing
successor” to the dissolved La Quinta Redevelopment Agency.
Health and Safety Code Section 34179 requires the formation of oversight boards to
approve transactions related to former redevelopment agencies. The Oversight Board of
the Successor Agency to La Quinta Redevelopment Agency was established on March 7,
2012. The Oversight Board subsequently approved the transfer of affordable housing
properties to the La Quinta Housing Authority on April 18, 2012 via Resolutions OB 2012-
008 and OB 2012-009.
OBJECTIVES OF THE HOUSING AUTHORITY
The Authority was established to own rental properties in the City of La Quinta that were
scheduled for substantial rehabilitation, and to hold title to vacant properties that will be
developed with single and multi-family housing. A detailed inventory of Authority
properties is presented in Tables 1a, 1b, and 1c. The Authority contracts with private
entities to manage the occupied properties. The Authority’s objectives are:
• Provide safe and sanitary housing opportunities for La Quinta residents; 12
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
• Rehabilitate properties that exhibit unsafe or unhealthy characteristics; and
• Increase, improve, and preserve the community’s affordable housing stock.
CONTENTS OF THE HOUSING AUTHORITY’S ANNUAL REPORT
This Annual Report has been developed to:
• Summarize the Authority’s activities during FY 19-20, including any bond issuances,
and loan or finance agreements that the Authority has entered into;
• Show compliance with requirements of HSC Section 34312.3 such as the minimum
amount of housing units affordable to lower income in projects assisted by the
Authority, and document established base rents and/or maximum rental payments
for lower income households; and
• Document any domestic violence tenancy or Section 8 voucher termination as
required by HSC Section 34328.1.
HOUSING AUTHORITY DEBT OBLIGATIONS
Pursuant to HSC Section 34328.1, the Authority must provide a complete report of all
bond, loan and financing agreement transactions during the prior fiscal year. Authority
activities permitted by HSC Section 34312.3 include issuing bonds, loans and financing
agreements for multi-family rental housing projects.
There were no new bond, loan or financing agreement transactions during FY 19-20.
LAND TRANSACTIONS AND DEVELOPMENT
HSC Section 34312.3 permits housing authorities to undertake activities related to:
• The development, rehabilitation, or financing of housing projects;
• The purchase, sale, lease, ownership, operation, or management of housing
projects assisted by the Authority; conveyance of surplus lands to a developer for
permitted purposes; and
• Establish a special trust fund or account funded with bond proceeds or developer
funds.
The City of La Quinta entered into a contract with the owners of the Dune Palms Mobile
Home Park (DPMHP), to review the opportunity for acquisition of the property. If the City
does acquire the mobile home park and amenities, the City plans, currently, to continue
the use as a mobile home park to preserve and perhaps improve the housing stock in the
city. It is anticipated that a combination of housing funds, bond proceeds, and tax credit
financing will be used to pay for the acquisition of DPMHP, and any resulting
improvements requiring design, architectural, engineering, and project management
services in addition to vertical construction and rehabilitation.
HOUSING AUTHORITY ASSETS
Housing Authority assets include real property assets owned or managed by the Authority
and include a breakdown of the current and anticipated income levels at each property
where applicable. All Real Property Assets are shown on Table 1a and 1b. A summary
of the six (6) long-term loans made by the former La Quinta Redevelopment Agency to 13
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
affordable housing developers is provided in Table 1c. These loans have been assumed
by the Authority due to redevelopment dissolution.
Real Property Inventory
Table 1a
14
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
*Note: Original loan amount provided on project until repaid or forgiven.
HOUSING UNIT COMPLIANCE
As set forth by HSC Sections 34328 and 34328.1, housing authorities are required to:
• Show compliance with requirements of HSC Section 34312.3 such as the minimum
amount of housing units affordable to lower income households in projects assisted
by the Authority, and document established base rents and/or maximum rental
payments for these households; and
• Document any domestic violence tenancy or Section 8 voucher termination as
required by HSC Section 34328.1.
The following subsections provide a summary of the Authority’s progress toward the
requirements listed above.
Housing Affordability Requirement
The authority shall require the owners of housing projects assisted pursuant to this
section to accept as tenants, on the same basis as all other prospective tenants, in the
units reserved for very low income households, any very low income households who are
recipients of federal certificates for rent subsidies pursuant to the existing program under
Section 8 of the United States Housing Act of 1937 (42 U.S.C. Sec. 1437f), or its
successor. The authority shall not permit a selection criteria to be applied to Section 8
certificate holders that is any more burdensome than the criteria applied to all other
prospective tenants.
No resident in housing units assisted pursuant to this section shall be denied continued
occupancy or ownership because, after admission, the resident's family income increases
to exceed the eligibility level. However, the authority shall ensure that percentage
requirements of this section shall continue to be met by providing the next available unit
or units to persons of low income or by taking other actions to satisfy the percentage
requirements of this section.
Table 2 provides a summary of the Authority assumed enforcement responsibility for
affordability covenants within privately-owned, former redevelopment-agency properties
and shows how the current affordability mix of the Authority’s assisted projects meet
established requirements within HSC Section 34312.3.
The Authority has 391 silent second trust deed loans, and 1 residential rehabilitation loan,
all of which provide affordability covenants on these properties. Silent second trust deed 15
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
loans are not repaid unless there is a default on affordability covenants. Interest
assessed only if there is a default on affordability covenants. (Due to the length of this
list, it is attached as Table 5 of this report.)
Base & Maximum Rents
The Housing Authority monitors to ensure compliance of rental payments charged for its
housing units and will make necessary adjustments to bring any rental payments that
exceed the listed amounts in Table 3 into compliance.
Table 3
Domestic Violence
State law requires that a housing authority annually disclose data related to domestic
violence incidents in units owned or operated by the housing authority. Specifically, the
data must include:
• Data on termination of tenancies and/or Section 8 vouchers of victims of domestic
violence in housing authority units.
• Summary of steps taken by the housing authority to address any termination of
tenancies and/or Section 8 vouchers of victims of domestic violence. 16
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
In Fiscal Year 2019-20, there were no terminations of tenancies or Section 8 vouchers of
victims of domestic violence in units owned or operated by the Authority.
AUTHORITY BUDGET Table 4 presents the Authority’s actual expenditures for FY 2019-
20 as well as the estimated budget to be requested for FY 2019-20.
17
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
SINGLE FAMILY OWNERSHIP TABLE 5
18
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
SINGLE FAMILY OWNERSHIP TABLE 5 COUNTINUED
19
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
SINGLE FAMILY OWNERSHIP TABLE 5 COUNTINUED
20
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
SINGLE FAMILY OWNERSHIP TABLE 5 COUNTINUED
21
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
SINGLE FAMILY OWNERSHIP TABLE 5 COUNTINUED
22
City of La Quinta Housing Authority
Fiscal Year 2019-20 Annual Report
SINGLE FAMILY OWNERSHIP TABLE 5 COUNTINUED
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City of La Quinta
HOUSING AUTHORITY SPECIAL MEETING: June 15, 2021
STAFF REPORT
AGENDA TITLE: RECEIVE AND FILE HOUSING SUCCESSOR ANNUAL REPORT
FOR FISCAL YEAR 2019/20 REGARDING THE LOW- AND MODERATE-INCOME
HOUSING ASSET FUND PURSUANT TO CALIFORNIA HEALTH AND SAFETY
CODE SECTION 34176.1(f) FOR THE LA QUINTA HOUSING AUTHORITY
RECOMMENDATION
Receive and file the La Quinta Housing Successor Annual Report for fiscal year
2019/20 regarding the Low- and Moderate-Income Asset Fund pursuant to
California Health and Safety Code Section 34176.1(f) for the La Quinta
Housing Authority.
EXECUTIVE SUMMARY
•The Housing Successor Annual Report (Report) is part of a State
requirement for Housing Successors to Redevelopment Agencies.
•The Report provides the Housing Authority (Authority) a comprehensive
representation of the City’s housing assets and activities.
•The Housing Commission (Commission) reviewed and recommended the
Authority receive and file the Report during the June 9, 2021, meeting.
•Once filed, the Report will be made available to the public on the City’s
website and filed with the City Clerk.
FISCAL IMPACT – None.
BACKGROUND/ANALYSIS
The Report must provide the Housing Successor’s Low- and Moderate-Income
Housing Asset Fund (LMIHAF) balance, deposits, expenditures, transfers,
current projects, acquisitions, obligations, income test, senior housing test, and
excess surplus test.
CONSENT CALENDAR ITEM NO. 3
25
The Report for 2019/20 reflects the following findings:
•A total of $2,151,596 was deposited into the LMIHAF; the majority of the
deposits originated from rental revenue generated by City-owned
affordable housing properties and a $107,695 loan repayment from Coral
Mountain.
•A total of $965,830 was expended from LMIHAF for maintenance,
monitoring, administration expenses, and homeless prevention funding.
•A total of $58,898,897 in assets owned by the Housing Successor was
reported, assets consist of notes and loans, land, building and
improvements and accumulated depreciation.
•Senior Housing Test reflects that 26 percent of 1352 total Housing
Successor Assisted rental units are restricted to seniors.
•The Housing Successor reports a computed excess surplus amount of
$4,065,431, which requires the Authority to follow the outlined
requirements of California Health and Safety Code Section 34176.1,
subsection (d) within three (3) fiscal years for expenditure of the funds.
Expenditure of all surplus funds within this time period is feasible, and
will be spent on affordable housing project opportunities currently being
explored to eliminate the excess surplus.
The Report will be submitted to the California Department of Housing and
Community Development to comply with California Health and Safety Code
Section 34176.1(f).
ALTERNATIVES
As this is a receive and file action no alternatives are presented.
Prepared by: Doug Kinley III, Housing Analyst
Approved by: Jon McMillen, Executive Director
Attachment: 1. La Quinta Housing Successor Annual Report
26
HOUSING SUCCESSOR ANNUAL REPORT
June 9, 2021
LOW- AND MODERATE-INCOME HOUSING ASSET FUND
FOR FISCAL YEAR 2019-20
PURSUANT TO
CALIFORNIA HEALTH AND SAFETY CODE SECTION
34176.1(f)
FOR THE
LA QUINTA HOUSING AUTHORITY
ATTACHMENT 1
27
HOUSING SUCCESSOR ANNUAL REPORT TABLE OF
CONTENTS
INTRODUCTION ........................................................................................................................ 1
AMOUNT DEPOSITED INTO LMIHAF ................................................................................. 1
ENDING BALANCE OF LMIHAF ............................................................................................ 1
DESCRIPTION OF EXPENDITURES FROM LMIHAF ...................................................... 2
TABLE 1: DESCRIPTION OF LMIHAF EXPENDITURES .......................................................... 2
STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR ..................... 2
TABLE 2: STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR ............. 2
DESCRIPTION OF TRANSFERS ............................................................................................ 2
PROJECT DESCRIPTIONS ...................................................................................................... 2
TABLE 3: PROJECT DESCRIPTIONS ......................................................................................... 3
STATUS OF COMPLIANCE WITH SECTION 33334.16 ................................................. 3
TABLE 4: SECTION 33334.16 COMPLIANCE .......................................................................... 3
INCOME TEST ............................................................................................................................. 5
TABLE 5: INCOME TEST - $ SPENT ON DEVELOPMENT ...................................................... 6
SENIOR HOUSING TEST ......................................................................................................... 6
TABLE 6: SENIOR HOUSING TEST ........................................................................................... 6
EXCESS SURPLUS TEST .......................................................................................................... 6
28
LA QUINTA HOUSING AUTHORITY 2019-20 ANNUAL HOUSING SUCCESSOR REPORT
Page 1
INTRODUCTION
This Housing Successor Annual Report (“Report”) addresses the requirements
of California Health and Safety Code Section 34176.1(f) regarding the Low-
and Moderate-Income Housing Asset Fund (“LMIHAF”). This Report outlines
the financial and housing covenant details of the La Quinta Housing Authority
(“Housing Successor”) for 2019-20 (the “Fiscal Year”). The purpose of this
Report is to provide the governing body of the Housing Successor an annual
report on the housing assets and activities of the Housing Successor under
Part 1.85, Division 24 of the California Health and Safety Code, in particular
sections 34176 and 34176.1 (“Dissolution Law”).
This report includes discussion on the deposits to, ending balance of, and
expenditures from the LMIHAF. A description of the Housing Successor’s
assets, and any transfers of assets to other housing successor agencies are
addressed as well. The report also discusses the Housing Successor’s current
projects, acquisitions of any real property since February 1, 2012, or any
outstanding obligations. Finally, as required by law, three separate tests are
discussed – the income test, senior housing test, and excess surplus test.
This Report is to be provided to the Housing Successor’s governing body by
December 31, 2020 (six months after the end of the Fiscal Year. In addition,
this Report and the former redevelopment agency’s pre-dissolution
Implementation Plans are to be made available to the public on the City’s
website. http: www.laquintaca.gov)
AMOUNT DEPOSITED INTO LMIHAF
This section provides the total amount of funds deposited into the LMIHAF
during the Fiscal Year. Any amounts deposited for items listed on the
Recognized Obligation Payment Schedule (“ROPS”) must be distinguished from
the other amounts deposited.
A total of $2,151,596 was deposited into the LMIHAF during the Fiscal Year. Of
the total funds deposited into the LMIHAF, a total of $0 was held for items
listed on the ROPS. These deposits originated from rental revenues generated
at City-owned affordable housing properties and a $107,695 loan repayment
from Coral Mountain.
ENDING BALANCE OF LMIHAF
This section provides a statement of the balance in the LMIHAF as of the close
of the Fiscal Year. Any amounts deposited for items listed on the ROPS must
be distinguished from the other amounts deposited.
At the close of the Fiscal Year, the ending fund balance (inclusive of notes
receivables) in the LMIHAF was $22,818,595, of which $0 is held for items
listed on the ROPS.
29
LA QUINTA HOUSING AUTHORITY 2019-20 ANNUAL HOUSING SUCCESSOR REPORT
Page 2
DESCRIPTION OF EXPENDITURES FROM LMIHAF
This section provides a description of the expenditures made from the LMIHAF
during the Fiscal Year. The expenditures are to be categorized. There was a
total of $965,830 expended from the LMIHAF, divided into the following
categories:
TABLE 1: DESCRIPTION OF LMIHAF EXPENDITURES
Description of Expenditures Total
Expenditures
Maintenance, Monitoring and Administration Expenditures $615,051
Homeless Prevention and Rapid Rehousing Services
Expenditures
$350,779
Housing Development Expenditures (Total of Next Three
Lines)
$0.00
Expenditures on Low Income Units $0.00
Expenditures on Very Low-Income Units $0.00
Expenditures on Extremely Low-Income Units $0.00
Total LMIHAF Expenditures in Fiscal Year $965,830
STATUTORY VALUE OF ASSETS OWNED BY HOUSING
SUCCESSOR
This section provides the statutory value of real property owned by the Housing
Successor, the value of loans and grants receivables, and the sum of these
two amounts.
TABLE 2: STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR
Asset Type Statutory Value of
Assets
Notes and Loans $33,674,454
Land $24,989,279
Building and Improvements $742,453
Less Accumulated Depreciation $507,289
Total Assets $58,898,897
DESCRIPTION OF TRANSFERS
The Housing Successor did not make any transfers in the Fiscal Year.
PROJECT DESCRIPTIONS
This section describes any project for which the Housing Successor receives or
holds property tax revenue pursuant to the ROPS and the status of that
project. The following is a description of project(s) for which the Housing
Successor receives or holds property tax revenue pursuant to the ROPS as well
as the status of the project(s):
30
LA QUINTA HOUSING AUTHORITY 2019-20 ANNUAL HOUSING SUCCESSOR REPORT
Page 3
TABLE 3: PROJECT DESCRIPTIONS
Project Name Status
Dune Palms Mobile Home Park Due Diligence – June 2020
Dune Palms Mobile Home Park
The City of La Quinta has entered into a contract with the owners of the Dune
Palms Mobile Home Park (DPMHP), to review the opportunity for acquisition of
the property. If the City does acquire the mobile home park and amenities, the
City plans, currently, to continue the use as a mobile home park to preserve
and perhaps improve the housing stock in the city. It is anticipated that a
combination of housing funds, bond proceeds, and tax credit financing will be
used to pay for the acquisition of DPMHP, and any resulting improvements
requiring design, architectural, engineering, and project management services
in addition to vertical construction and rehabilitation.
STATUS OF COMPLIANCE WITH SECTION 33334.16
This section provides a status update on compliance with Section 33334.16 for
interests in real property acquired by the former redevelopment agency prior
to February 1, 2012. For interests in real property acquired on or after
February 1, 2012, provide a status update on the project.
Section 34176.1 provides that Section 33334.16 does not apply to interests in
real property acquired by the Housing Successor on or after February 1, 2012;
however, this Report presents a status update on the project related to such
real property.
With respect to interests in real property acquired by the former
redevelopment agency prior to February 1, 2012, the time period described in
Section 33334.16 shall be deemed to have commenced on the date that the
Department of Finance approved the property as a housing asset in the
LMIHAF; thus, as to real property acquired by the former redevelopment
agency now held by the Housing Successor in the LMIHAF, the Housing
Successor must initiate activities consistent with the development of the real
property for the purpose for which it was acquired within five years of the date
of the DOF approved such property as a housing asset.
The following provides a status update on the real property or properties
housing asset(s) that were acquired prior to February 1, 2012 and compliance
with five-year period:
TABLE 4: SECTION 33334.16 COMPLIANCE
Address of
Property
Date of
Acquisition
Deadline to
Initiate
Development
Activity
Status of Housing
Successor Activity
31
LA QUINTA HOUSING AUTHORITY 2019-20 ANNUAL HOUSING SUCCESSOR REPORT
Page 4
Dune Palms Road
and Westward Ho
Drive
(APN 600-030-
009)
6/13/2006 6/13/2016
Deadline met- City has
initiated site programming
and developed conceptual
plans
Dune Palms Road
and Westward Ho
Drive
(APN 600-030-
003)
1/17/2007 1/17/2017
Deadline met- City has
initiated site programming
and developed conceptual
plans
Dune Palms Road
and Westward Ho
Drive
(APN 600-030-
008)
4/27/2007 4/27/2017
Deadline met- City has
initiated site programming
and developed conceptual
plans
Avenida Mendoza
and Avenida
Montezuma
(APN 773-077-
014)
11/30/2007 11/30/2017
Deadline met- City has
initiated site programming
and developed conceptual
plans
Dune Palms Road
and Westward Ho
Drive
(APN 600-030-
002)
6/12/2009 6/12/2019
Deadline met- City has
initiated site programming
and developed conceptual
plans
Dune Palms Road
and Westward Ho
Drive
(APN 600-030-
005)
1/26/2010 1/26/2020
Deadline met- City has
initiated site programming
and developed conceptual
plans
Calle Tamazula
south of Avenida
La Fonda
(APN 770-174-
002)
10/31/1990 08/31/2022
Deadline met – Sold to
private party in 12/2019,
will remain in listing until
next year’s Report.
Deposited proceeds into the
Low- and Moderate-Income
Housing Fund.
Avenida Navarro
between Calle
Durango/Calle
Sonora
(APN 773-234-
015)
02/01/1993 08/31/2022
Deadline met – Sold to
private party in 03/2019,
will remain in listing until
next year’s Report.
Deposited proceeds into the
Low- and Moderate-Income
Housing Fund.
Avenida Herrera
and Calle Sonora
(APN 773-223-
022)
03/03/2011 08/31/2022
City to market vacant
property and place
proceeds of sale into the
Low- and Moderate-Income
Housing Fund.
Avenida Villa
between Calle
Durango/Calle
Sonora
03/03/2011 08/31/2022
City to market vacant
property and place
proceeds of sale into the
32
LA QUINTA HOUSING AUTHORITY 2019-20 ANNUAL HOUSING SUCCESSOR REPORT
Page 5
(APN 733-234-
015)
Low- and Moderate-Income
Housing Fund.
Health and Safety Code Section 33334.16 required former redevelopment
agencies to initiate activities, such as zone changes or disposition and
development agreements within five years of acquiring a property. Pursuant
to Health and Safety Code Section 33334.16, the legislative body is authorized
to extend the deadline to initiate activities by an additional five years upon
affirming the intention to develop housing affordable to households of low and
moderate income. In 2011, the City Council extended development of the
abovementioned properties by adopting Resolution 2011-070 on 08/02/2011.
In 2017, the Housing Authority approved a second resolution (Resolution HA
2017-005) on 12/19/2017 extending the period during which it may retain
property for an additional five (5) years.
The following provides a status update on the project(s) for property or
properties that have been acquired by the Housing Successor using LMIHAF on
or after February 1, 2012. The Housing Successor did not acquire property on
or after February 1, 2012.
DESCRIPTION OF OUTSTANDING OBLIGATIONS UNDER SECTION 33413.This section
describes the outstanding inclusionary housing obligations, if any, under
Section 33413 that remained outstanding prior to dissolution of the former
redevelopment agency as of February 1, 2012 along with the Housing
Successor’s progress in meeting those prior obligations, if any, of the former
redevelopment agency and how the Housing Successor plans to meet unmet
obligations, if any. The housing successor does not have any obligations to
fulfill under Section 33413.
INCOME TEST
This section provides the information required by Section 34176.1(a)(3)(B), or
a description of expenditures by income restriction for a five-year period, with
the time period beginning on July 1, 2015 and whether the statutory thresholds
have been met.
The Housing Successor has not historically tracked expenditures on extremely
low-income households. Expenditures in the previous Fiscal Year can be
distributed based on known household incomes (refer to Table 1 for the
distribution of expenditures by household income level for the Fiscal Year).
This fiscal year 19/20, the Housing Successor is tracking expenditures by
income level such that the Housing Authority can report on expenditures by
household income over a five-year period, as shown in Table 5. The recorded
development spent can be tracked to the Washington Street Apartments
project, having been completed in November 2019 officially. As previously
recorded in the 2018-19 Annual Housing Successor Report, the total
expenditures recorded that can be attributed toward being spent on Extremely
Low-Income development was $1,714,286. For this fiscal year, a relocation
benefit expense of $1,939 is recorded.
33
LA QUINTA HOUSING AUTHORITY 2019-20 ANNUAL HOUSING SUCCESSOR REPORT
Page 6
TABLE 5: INCOME TEST - $ SPENT ON DEVELOPMENT
Category of Income $ Spent
LMIHAF Spent on Extremely Low-Income Households $ 1,716,225 Spent
on ELI (A)
Total LMIHAF (Five Year Total - FY 15/16 through 19/20) $10,000,000 Total
LMIHAF (B)
Extremely Low-Income Test (A)/(B) 17%
SENIOR HOUSING TEST
This section provides the percentage of units of deed-restricted rental housing
restricted to seniors and assisted individually or jointly by the Housing
Successor, its former Redevelopment Agency, and its host jurisdiction within
the previous 10 years in relation to the aggregate number of units of deed-
restricted rental housing assisted individually or jointly by the Housing
Successor, its former Redevelopment Agency and its host jurisdiction within
the same time period. For this Report the ten-year period reviewed is 2008 to
2018.
TABLE 6: SENIOR HOUSING TEST
Unit Category # of Units
Assisted Senior Rental Units 348
Total Assisted Rental Units 1,352
Senior Housing Test (%) 26%
EXCESS SURPLUS TEST
The Housing Successor has a computed excess surplus of $4,065,431
calculated pursuant to Health and Safety Code Section 34176.1. For the
purpose of this section of the Report, pursuant to Section 34176.1(d), “’excess
surplus’ shall mean an unencumbered amount in the account that exceeds the
greater of one million dollars ($1,000,000) or the aggregate amount deposited
into the account during the housing successor’s preceding four fiscal years,
whichever is greater.” If the Unencumbered Amount (See Table 7) does not
exceed the greater of the aggregate amount deposited into the LMIHAF during
the preceding four fiscal years or $1,000,000, whichever is greater, there is
no excess surplus. The Housing Successor computed excess surplus is noted
below in table 7. As there is a computed excess surplus, the Authority will
follow the outlined requirements of Section 34176.1(d) within three fiscal
years.
TABLE 7: EXCESS SURPLUS TEST
FY 2019-20
Unencumbered Amount (Available Housing Successor
Funds)
$12,069,276
Aggregate Deposited for Last Four Years $8,003,845
Greater of Aggregate Deposited for Last Four Years or
$1,000,000
$8,003,845
Computed Excess Surplus $4,065,431
34
City of La Quinta
HOUSING AUTHORITY MEETING: June 15, 2021
STAFF REPORT
AGENDA TITLE: ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2021/22
LA QUINTA HOUSING AUTHORITY BUDGET
RECOMMENDATION
Adopt a Resolution of the La Quinta Housing Authority approving the fiscal year
2021/22 Housing Authority Budget.
EXECUTIVE SUMMARY
•Annually, the budget for the La Quinta Housing Authority is prepared and
submitted for the Housing Authority’s (Authority) review and approval.
•On June 9, 2021, the Housing Commission considered and recommended
approval of the Authority’s Budget.
•Housing Fund (241) includes operating revenue of $871,400 and total
expenditures of $1,542,200. The shortfall ($670,800) will be covered by
fund balance (estimated at $11.8 million).
•The RDA Low-Mod Fund (243) recognizes loan repayments in unassigned
reserves. The loan repayment for 2021/22 will be $660,722. Expenditures
for this fund total $250,000.
•Low/Moderate Bond Funds (249) are for the acquisition of real property
and the evaluation of future affordable housing projects.
FISCAL IMPACT
Project expenditures for all Housing Funds are $1,812,200 with revenues of
$1,768,122 (inclusive of the loan repayment). Twenty percent ($660,772) of
the annual loan repayments to the General Fund from the Successor Agency
are designated for housing.
BUSINESS SESSION ITEM NO. 1
35
BACKGROUND/ANALYSIS
Staff provided an overview of the proposed budget to the Housing Commission
on May 5 and on June 9, 2021. The Authority reviewed and commented on the
proposed budget on June 1, 2021. There were no further recommendations for
adjustments from these study sessions.
Line item details for revenues and expenses are located in Attachment 1.
ALTERNATIVES
The Authority may further adjust the various appropriations.
Prepared by: Claudia Martinez, Interim Finance Director
Approved by: Jon McMillen, Executive Director
Attachment: 1. Fiscal Year 2021/22 Housing Authority Budget
36
RESOLUTION NO. HA 2021 – XXX
A RESOLUTION OF THE HOUSING AUTHORITY OF
THE CITY OF LA QUINTA, CALIFORNIA,
APPROVING FISCAL YEAR 2021/22 BUDGET
WHEREAS, each year the La Quinta Housing Authority adopts a Budget
for Revenues and Expenditures for the upcoming Fiscal Year; and
WHEREAS, the Housing Authority desires to make provisions for a level
of services commensurate with the needs of the City; and
WHEREAS, the Housing Authority has reviewed said budget and has had
several public meetings to receive public input; and
WHEREAS, the Housing Authority has, after due deliberation and
consideration, made such amendments in the proposed budget as it considers
desirable; and
NOW, THEREFORE, BE IT RESOLVED by the La Quinta Housing
Authority to adopt, as follows:
SECTION 1. The Fiscal Year 2021/22 Budget, which is on file with the La
Quinta Housing Authority Secretary is hereby approved.
SECTION 2. Budget adjustment procedures are approved as follows:
A.Additional appropriations and the transfer of cash or unappropriated fund
balance from one fund to another shall be made only upon Housing
Authority approval.
B.Transfers of budgeted appropriations between divisions or capital projects
shall be made only upon Housing Authority approval.
C.Transfers of budgeted appropriations between accounts within a division
or capital project may be made with the approval of the Executive
Director or his designee.
D.Prior year budget continuing Appropriations and Encumbrances for
unexpended capital project appropriations remaining from uncompleted
prior year capital projects shall be made with Executive Director approval.
These carry-over appropriations are for prior year Housing Authority
approved capital projects and shall not exceed the approved project
budget.
37
Resolution No. HA 2021 - XXX
Budget Approval FY 2021/22
Adopted: June 15, 2021
Page 2 of 2
SECTION 3. The Executive Director shall render a monthly report on the
status of City operations as it relates to the approved budget and any
amendments thereto.
PASSED, APPROVED, and ADOPTED at a regular meeting of the La
Quinta Housing Authority held on this 15th day of June 2021, by the following
vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_______________________________
KATHLEEN FITZPATRICK, Chairperson
La Quinta Housing Authority, California
ATTEST:
______________________________
MONIKA RADEVA, Authority Secretary
La Quinta Housing Authority, California
(AUTHORITY SEAL)
APPROVED AS TO FORM:
________________________________
WILLIAM H. IHRKE, Authority Attorney
La Quinta Housing Authority, California
38
2021 22CITY OF
LA QUINTA
HOUSING AUTHORITY
ADOPTED BUDGET
ATTACHMENT 1
39
THIS PAGE INTENTIONALLY LEFT BLANK
40
Housing Fund Revenues 2020/21 Current 2021/22 Adopted
Variance
Current vs.
Adopted
% Change
241 - Housing Authority 1,901,756 871,400 (1,030,356) -54%
243 - RDA Low-Mod Housing 35,000 35,000 - 0%
249 - SA 2011 Low/Mod Bond 201,000 201,000 - 0%
Total Revenues 2,137,756 1,107,400 (1,030,356) -48%
RDA Loan Repayment 647,767 660,722 12,955
Total Operating Revenues 2,785,523 1,768,122 (1,017,401)
Housing Fund Expenditures 2020/21 Current 2021/22 Adopted
Variance
Current vs.
Adopted
% Change
241 - Housing Authority 1,270,062 1,542,200 272,138 21%
243 - RDA Low-Mod Housing 300,000 250,000 (50,000) -17%
249 - SA 2011 Low/Mod Bond 6,185,000 20,000 (6,165,000) -100%
Total Expenditures 7,755,062 1,812,200 (5,942,862) -77%
Budget Surplus/(Deficit)(4,969,539) (44,078)
HOUSING AUTHORITY 2021/22 BUDGET SUMMARY
FUND
#FUND NAME
ESTIMATED
AVAILABLE
FUND
BALANCE
July 1, 2021
ESTIMATED
REVENUES
ESTIMATED
EXPENDITURES
ESTIMATED
ENDING FUND
BALANCE
June 30, 2022
241 HOUSING AUTHORITY FUND 11,800,000 871,400 1,542,200 11,129,200
243* RDA LOW-MOD HOUSING FUND 3,000,000 695,722 250,000 3,445,722
249 SA 2011 LOW/MOD BOND 11,195,000 201,000 20,000 11,376,000
25,995,000 1,768,122 1,812,200 25,950,922
CITY OF LA QUINTA ESTIMATED ENDING FUND BALANCES
FISCAL YEAR ENDING JUNE 30, 2022
GRAND TOTAL
* General Fund and RDA Low-Mod Housing Fund estimates are for unappropriated reserves and included annual
Successor Agency loan repayments as approved with the last and final recognized obligation payment schedule.
The repayment for FY 2020/21 is $660,722.
CITY OF LA QUINTA FY 2021/22 ADOPTED BUDGET
41
2019/20
Actuals
2020/21
Current
2021/22
Proposed
2021/22
Adopted
241 - HOUSING AUTHORITY
190,627 170,000 160,000 160,000241-9101-41900 Allocated Interest
239,559 0 0 0241-9101-41910 GASB 31 Interest
131,261 300 400 400241-9101-41915 Non-Allocated Interest
1 0 0 0241-9101-42301 Miscellaneous Revenue
107,695 0 0 0241-9101-42706 Loan Repayments
58,789 0 0 0241-9101-43500 Home Sale Proceeds
60,000 196,000 50,000 50,000241-9101-43504 2nd Trust Deed Repayments
0 1,061,456 0 0241-9101-45000 Sale of Other Assets
386,692 0 0 0241-9101-49500 Transfers In
299,692 288,000 290,000 290,000241-9103-43502 Rent Revenue/LQRP
0 186,000 370,000 370,000241-9104-42112 Rent Revenue/Tenant/Dune Palms
0 0 1,000 1,000241-9104-42302 Miscellaneous Revenue/Dune Palms
Total:1,474,316 1,901,756 871,400 871,400
243 - RDA LOW-MOD HOUSING FUND
40,939 35,000 35,000 35,000243-0000-41900 Allocated Interest
54,515 0 0 0243-0000-41910 GASB 31 Interest
173,558 0 0 0243-0000-48500 Extraordinary Gain
Total:269,013 35,000 35,000 35,000
249 - SA 2011 LOW/MOD BOND FUND (Refinanced in 2016)
8,054 1,000 1,000 1,000249-0000-41900 Allocated Interest
82,284 0 0 0249-0000-41910 GASB 31 Interest
313,604 200,000 200,000 200,000249-0000-41915 Non-Allocated Interest
Total:403,942 201,000 201,000 201,000
HOUSING AUTHORITY REVENUE 2,147,270 2,137,756 1,107,400 1,107,400
190,627 170,000 160,000 160,000
239,559 0 0 0
131,261 300 400 400
1 0 0 0
107,695 0 0 0
58,789 0 0 0
60,000 196,000 50,000 50,000
0 1,061,456 0 0
386,692 0 0 0
299,692 288,000 290,000 290,000
0 186,000 370,000 370,000
0 0 1,000 1,000
1,474,316 1,901,756 871,400 871,400
40,939 35,000 35,000 35,000
54,515 0 0 0
173,558 0 0 0
269,013 35,000 35,000 35,000
8,054 1,000 1,000 1,000
82,284 0 0 0
313,604 200,000 200,000 200,000
403,942 201,000 201,000 201,000
2,147,270 2,137,756 1,107,400 1,107,400
CITY OF LA QUINTA HOUSING AUTHORITY REVENUE DETAILS FY 2021/22 ADOPTED BUDGET
241 Housing Authority Fund Second Silent Trust Deed Payments and Home Sale Proceeds vary from year-to-year.
In January of 2021, the City purchased the Dune Palms Mobile Estates. FY 2021/22 will be the first full year of
revenues and expenses for this property.
241-9101-45000, Sale of Other Assets revenues in FY 2020/21 reflects the purchase and sale agreement between
the City of La Quinta and the La Quinta Housing Authority for property at Dune Palms Road for the Dune Palms
Retention Basin and XPark projects.
243 RDA Low-Mod Housing Fund - The total 2021/22 former Redevelopment Agency loan repayment is
$3,303,610; as required under Redevelopment dissolution 20% or $660,722 will be recognized in reserves within
this Housing Fund.
249 Successor Agency (SA) 2011 Low/Mod Bond Fund was partially used for the Washington Street Apartment
rehabilitation and expansion project completed in FY 2019/20. Remaining bond funds continue to earn interest and
are available for future housing projects.
42
2019/20
Actuals
2020/21
Current
2021/22
Proposed
2021/22
Adopted
241 - HOUSING AUTHORITY
9101 - Housing Authority - Admin
50 - Salaries and Benefits
136,322 246,900 258,300 258,300241-9101-50101 Permanent Full Time
578 0 0 0241-9101-50105 Salaries - Overtime
900 3,000 1,800 1,800241-9101-50110 Commissions & Boards
193 400 200 200241-9101-50150 Other Compensation
11,131 16,800 23,400 23,400241-9101-50200 PERS-City Portion
261 0 0 0241-9101-50215 Other Fringe Benefits
24,158 57,500 58,600 58,600241-9101-50221 Medical Insurance
330 0 0 0241-9101-50222 Vision Insurance
1,259 0 0 0241-9101-50223 Dental Insurance
67 0 0 0241-9101-50224 Life Insurance
578 1,500 1,600 1,600241-9101-50225 Long Term Disability
3,400 5,700 5,900 5,900241-9101-50230 Workers Comp Insurance
2,002 3,600 3,800 3,800241-9101-50240 Social Security-Medicare
105 0 0 0241-9101-50241 Social Security-FICA
50 - Salaries and Benefits Totals:181,285 335,400 353,600 353,600
60 - Contract Services
78,218 142,700 60,000 60,000241-9101-60103 Professional Services
5,000 5,000 5,000 5,000241-9101-60106 Auditors
3,849 35,000 20,000 20,000241-9101-60153 Attorney
60 - Contract Services Totals:87,067 182,700 85,000 85,000
62 - Maintenance & Operations
1,211 500 1,000 1,000241-9101-60320 Travel & Training
2,470 2,000 2,000 2,000241-9101-60420 Operating Supplies
62 - Maintenance & Operations Totals:3,681 2,500 3,000 3,000
64 - Other Expenses
0 20,000 0 0241-9101-60480 Contributions
64 - Other Expenses Totals:0 20,000 0 0
69 - Internal Service Charges
6,000 8,000 8,100 8,100241-9101-91843 Property & Crime Insurance
14,000 14,000 16,100 16,100241-9101-91844 Earthquake Insurance
24,800 52,400 53,400 53,400241-9101-98110 Information Tech Charges
69 - Internal Service Charges Totals:44,800 74,400 77,600 77,600
99 - Transfers Out
0 278,062 0 0241-9101-99900 Transfers Out
99 - Transfers Out Totals:0 278,062 0 0
9101 - Housing Authority - Admin Totals:316,833 893,062 519,200 519,200
9103 - Housing Authority - LQRP
62 - Maintenance & Operations
298,218 250,000 250,000 250,000241-9103-60157 Rental Expenses
62 - Maintenance & Operations Totals:298,218 250,000 250,000 250,000
9103 - Housing Authority - LQRP Totals:298,218 250,000 250,000 250,000
9104 - Dune Palms Mobile Estates
60 - Contract Services
0 22,000 33,000 33,000241-9104-60103 Professional Services
0 105,000 240,000 240,000241-9104-60157 Rental Expense
60 - Contract Services Totals:0 127,000 273,000 273,000
136,322 246,900 258,300 258,300
578 0 0 0
900 3,000 1,800 1,800
193 400 200 200
11,131 16,800 23,400 23,400
261 0 0 0
24,158 57,500 58,600 58,600
330 0 0 0
1,259 0 0 0
67 0 0 0
578 1,500 1,600 1,600
3,400 5,700 5,900 5,900
2,002 3,600 3,800 3,800
105 0 0 0
181,285 335,400 353,600 353,600
78,218 142,700 60,000 60,000
5,000 5,000 5,000 5,000
3,849 35,000 20,000 20,000
87,067 182,700 85,000 85,000
1,211 500 1,000 1,000
2,470 2,000 2,000 2,000
3,681 2,500 3,000 3,000
0 20,000 0 0
0 20,000 0 0
6,000 8,000 8,100 8,100
14,000 14,000 16,100 16,100
24,800 52,400 53,400 53,400
44,800 74,400 77,600 77,600
0 278,062 0 0
0 278,062 0 0
316,833 893,062 519,200 519,200
298,218 250,000 250,000 250,000
298,218 250,000 250,000 250,000
298,218 250,000 250,000 250,000
0 22,000 33,000 33,000
0 105,000 240,000 240,000
0 127,000 273,000 273,000
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSES FY 2021/22 ADOPTED BUDGET
43
2019/20
Actuals
2020/21
Current
2021/22
Proposed
2021/22
Adopted
68 - Capital Expenses
0 0 500,000 500,000241-9104-72110 Building/Site Improvements
68 - Capital Expenses Totals:0 0 500,000 500,000
9104 - Dune Palms Mobile Estates Totals:0 127,000 773,000 773,000
241 - HOUSING AUTHORITY Totals:615,051 1,270,062 1,542,200 1,542,200
0 0 500,000 500,000
0 0 500,000 500,000
0 127,000 773,000 773,000
615,051 1,270,062 1,542,200 1,542,200
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSES FY 2021/22 ADOPTED BUDGET
44
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSE NOTES FY 2021/22 ADOPTED BUDGET
45
2019/20
Actuals
2020/21
Current
2021/22
Proposed
2021/22
Adopted
243 - RDA LOW-MOD HOUSING FUND
0000 - Undesignated
64 - Other Expenses
350,779 300,000 250,000 250,000243-0000-60532 Homelessness Assistance
64 - Other Expenses Totals:350,779 300,000 250,000 250,000
0000 - Undesignated Totals:350,779 300,000 250,000 250,000
243 - RDA LOW-MOD HOUSING FUND Totals:350,779 300,000 250,000 250,000
350,779 300,000 250,000 250,000
350,779 300,000 250,000 250,000
350,779 300,000 250,000 250,000
350,779 300,000 250,000 250,000
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSES FY 2021/22 ADOPTED BUDGET
46
2019/20
Actuals
2020/21
Current
2021/22
Proposed
2021/22
Adopted
249 - SA 2011 LOW/MOD BOND FUND (Refinanced in 2016)
0000 - Undesignated
68 - Capital Expenses
0 6,125,000 0 0249-0000-74010 Land Acquisition
0 60,000 20,000 20,000249-0000-80050 Affordable Housing Project Development
68 - Capital Expenses Totals:0 6,185,000 20,000 20,000
0000 - Undesignated Totals:0 6,185,000 20,000 20,000
249 - SA 2011 LOW/MOD BOND FUND (Refinanced in 2016) Totals:0 6,185,000 20,000 20,000
0 6,125,000 0 0
0 60,000 20,000 20,000
0 6,185,000 20,000 20,000
0 6,185,000 20,000 20,000
0 6,185,000 20,000 20,000
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSES FY 2021/22 ADOPTED BUDGET
249 Fund was partially used for the Washington Street Apartment rehabilitation and expansion project. Remaining
funds are available for future housing projects. FY 2020/21 land acquisition is for negotiated real property located on
Dune Palms Road.
47
48
POWER POINTS
HOUSING
AUTHORITY
SPECIAL
MEETING
JUNE 15, 2021
06/15/2021
51
Housing Authority Meeting
June 15, 2021
B1 – Adopt Fiscal Year 2021/22 Budget
Budget Summary
•Housing Commission approved
•Ongoing operations structurally
balanced
Housing Fund Revenues 2020/21
Current
2021/22
Adopted
Variance
Current vs.
Adopted
241 - Housing Authority 1,901,756 871,400 (1,030,356)
243 - RDA Low-Mod Housing 35,000 35,000 -
249 - SA 2011 Low/Mod Bond 201,000 201,000 -
Total Revenues 2,137,756 1,107,400 (1,030,356)
RDA Loan Repayment 647,767 660,722 12,955
Total Operating Revenues 2,785,523 1,768,122 (1,017,401)
Housing Fund Expenditures 2020/21
Current
2021/22
Adopted
Variance
Current vs.
Adopted
241 - Housing Authority 1,270,062 1,542,200 272,138
243 - RDA Low-Mod Housing 300,000 250,000 (50,000)
249 - SA 2011 Low/Mod Bond 6,185,000 20,000 (6,165,000)
Total Expenditures 7,755,062 1,812,200 (5,942,862)
Budget Surplus/(Deficit) (4,969,539) (44,078)
101
102
06/15/2021
52
Fund Balance Summary
FUND
#FUND NAME
ESTIMATED
AVAILABLE
FUND
BALANCE
July 1, 2021
ESTIMATED
REVENUES
ESTIMATED
EXPENDITURES
ESTIMATED
ENDING FUND
BALANCE
June 30, 2022
241 HOUSING AUTHORITY FUND 11,800,000 871,400 1,542,200 11,129,200
243* RDA LOW-MOD HOUSING FUND 3,000,000 695,722 250,000 3,445,722
249 SA 2011 LOW/MOD BOND 11,195,000 201,000 20,000 11,376,000
25,995,000 1,768,122 1,812,200 25,950,922
CITY OF LA QUINTA ESTIMATED ENDING FUND BALANCES
FISCAL YEAR ENDING JUNE 30, 2022
GRAND TOTAL
* General Fund and RDA Low-Mod Housing Fund estimates are for unappropriated reserves and included annual
Successor Agency loan repayments as approved with the last and final recognized obligation payment schedule.
The repayment for FY 2021/22 is $660,722.
103
104