CITY OF TEMPE AMENDMENT NO. 4.PDF
Extracted text (via pymupdf)
14560 characters
Contract No. C-22-17-045-3-04 Amendment No. 4 City of Tempe Page 1 of 8 AMENDMENT No. 4 TO THE INTERGOVERNMENTAL AGREEMENT BETWEEN MARICOPA COUNTY ADMINISTERED BY ITS HUMAN SERVICES DEPARTMENT AND CITY OF TEMPE I. Maricopa County (“County”) administered by its Human Services Department and the City of Tempe (“City”) entered into a financial Intergovernmental Agreement (“Agreement”) on or about May 4, 2017. The purpose of the Agreement is for the City to provide single family homebuyer assistance (down payment and closing costs assistance). The County provided the City with $321,086 in 2016 HOME Investment Partnerships Program (HOME) funds from the U.S. Department of Housing and Urban Development (HUD). The Agreement term is July 1, 2016, through May 4, 2019. Expenditures for the Agreement activities reimbursable through May 4, 2019. The County and the City may be referred to individually as the “Party” and collectively referred to as the “Parties.” The Parties executed Amendment No. 1 on or about February 13, 2018. The Amendment extended the term of the Agreement from May 4, 2019, through September 30, 2021. The County provided the City with an increase in funding in the amount of $331,711 in 2017 HOME funds. The Amendment added two (2) Work Statements: 2017a, and Work Statement 2017b, and revised project activities for 2016a Work Statement and added 2016b Work Statement. The Work Statement activities listed below: • 2017a Work Statement - the City to provide closing costs and down payment assistance to low-income homebuyers through the Homebuyers Assistance Program. The County provided the City with $155,490 for this activity. The expenditure term for this Work Statement shall expire on September 30, 2021. • 2017b Work Statement - the City to provide Tenant Based Rental Assistance (TBRA) and administration costs which increased the number of households assisted by 30. The County provided the City with $176,221 for this activity. The expenditure term for this Work Statement shall expire on September 30, 2021. • Revised 2016a Work Statement – the City to utilize $160,509 previously approved funds to provide homebuyer assistance to 5 City residents. The expenditure term for this work statement shall expire on September 30, 2019. • Added 2016b Work Statement – the City to utilize $160,577 previously approved funds to provide 30 persons/families Tenant Based Rental Assistance. The expenditure term for this Work Statement shall expire on September 30, 2019. The Agreement amount increased from $321,086 to $652,797. The Parties executed Amendment No. 2 on or about October 18, 2018. The County provided the City with an increase in funding in the amount of $464,880 in 2018 HOME funds. The Amendment added two (2) Work Statements: 2018 A, and 2018 B Work Statement. The Work Statement activities listed below: Contract No. C-22-17-045-3-04 Amendment No. 4 City of Tempe Page 2 of 8 • 2018 Work Statement A - the City to provide homebuyer assistance to City residents. The County provided the City with $155,490 for this activity. The expenditure term for this Work Statement shall expire on September 30, 2022. • Add “2018 Work Statement B - the City to provide tenant based rental assistance. The County provided the City with $309,390 for this activity. The expenditure term for this Work Statement shall expire on September 30, 2022. The Agreement funding amount increased from $652,797 to $1,117,677. The Parties executed Amendment No. 3 on or about December 19, 2019. The County provided the City with an increase in funding in the amount of $452,573.97 in 2019 HOME funds. The Amendment added two (2) Work Statements: 2019 A, and 2019 B Work Statement. The Work Statement activities listed below: • 2019 A Work Statement - the City to provide homebuyer assistance. The County provided the City with $144,288.10 for this Work Statement activities. All work performed or cost incurred or expended shall be reimbursable through September 30, 2023. • 2019 B Work Statement - the City to provide Tenant Based Rental Assistance. The County provided the City with $308,285.87 for this Work Statement activities. The City shall contribute $267,379 in program income for the Work Statement activities. All work performed or cost incurred or expended shall be reimbursable through September 30, 2023. The Agreement funding amount increased from $1,117,677 to $1,570,250.97. The Parties executed an Administrative Budget Adjustment No. 1 on or about June 8, 2020. The Budget Adjustment amended the PY 2018 Work Statement A, Home Funds expense category by reallocating the $155,490 for Home Buyer Assistance to the Tenant Based Rental Assistance (TBRA). The TBRA has now increased from $280,335 to $435,825. The total Agreement amount did not change. II. The Parties agree to enter into this Amendment No. 4 to the Agreement to amend the Agreement as follows: A. Clarify the extension term for Amendment No. 2 to the Agreement. The expenditure timeframe for the 2018 Work Statement A has now been extended from September 30, 2021, through September 30, 2023. B. Clarify the extension term for Amendment No. 3 to the Agreement. The expenditure timeframe for the 2019 Work Statement A and 2019 Work Statement B have now been extended from September 30, 2022, through September 30, 2024. In addition, the 2019 Work Statement A has been revised to allocate the $144,288.10 from Homebuyer Assistance to the Tenant Based Rental Assistance. The TBRA has now been increased to $452,573.97 from $308,285.87. C. Change Lead Agency Maricopa County Representative: Shawn Pierce, Deputy Director, Human Services Department Phone: 602-506-5006 E-Mail: shawn.pierce@maricopa.gov Contract No. C-22-17-045-3-04 Amendment No. 4 City of Tempe Page 3 of 8 Address: 234 North Central, 3rd Floor Phoenix AZ 85004 D. Extend the term of the Agreement from September 30, 2023, through September 30, 2025. E. Revise Section 3 (Work Statement) to address the following paragraphs: Add an additional Work Statement referred to as “2022 Work Statement TBRA” attached and incorporated into the Agreement. The City shall provide tenant based rental assistance to 155 Tempe residents. The County shall provide the City with Program Year 2020, 2021 and 2022 funding in a not-to exceed amount of $1,649,079 HOME Investment Partnerships Program (HOME) through the U.S. Department of Housing and Urban Development (HUD) funds, under ALN 14.239. If the City has completed the required Environmental Review, expenditures may be retroactive to July 1, 2022. All work performed, or costs incurred shall be reimbursable through September 30, 2025. The City shall contribute $710,905 (PY2020 $249,000, PY2021 $328,000, and PY2022 $133,905) Program Income towards Work Statement activities. The funding for Work Statement activities includes: • $524,745 PY2020 • $541,671 PY2021 • $582,663 PY2022 F. The Agreement funding amount shall be increased from $1,570,250.97 to $3,219,329.97 in HOME funds. III. The foregoing paragraphs contain all the changes made by this Amendment No. 4. All other terms and conditions of the original Agreement and previously approved amendments remain the same and in full force and effect as approved and amended. IV. The Parties have authorized the undersigned to execute this Amendment No. 4, and it shall be effective upon approval and signature by the Parties. (Signatures are contained on the following page) Contract No. C-22-17-045-3-04 Amendment No. 4 City of Tempe Page 4 of 8 IN WITNESS, the Parties have approved and signed this Amendment No. 4: APPROVED BY: CITY OF TEMPE APPROVED BY: MARICOPA COUNTY ___________________________________ Corey Woods Date Mayor ____________________________________ Clint Hickman Date Chairman Board of Supervisors Attested To: ___________________________________ City Clerk Date Attested To: ____________________________________ Juanita Garza Date Clerk of the Board IN ACCORDANCE WITH A.R.S. §§ 9-240 AND 11-952, THIS AMENDMENT NO. 4 HAS BEEN REVIEWED BY THE UNDERSIGNED ATTORNEY WHO HAS DETERMINED IT IS PROPER IN FORM AND WITHIN THE POWERS AND AUTHORITY GRANTED TO THE CITY OF TEMPE UNDER THE LAWS OF THE STATE OF ARIZONA. APPROVED AS TO FORM: ___________________________________ City Attorney Date IN ACCORDANCE WITH A.R.S. §§ 11-201, 11-251, AND 11-952, THIS AMENDMENT NO. 4 HAS BEEN REVIEWED BY THE UNDERSIGNED ATTORNEY WHO HAS DETERMINED IT IS PROPER IN FORM AND WITHIN THE POWERS AND AUTHORITY GRANTED TO MARICOPA COUNTY UNDER THE LAWS OF THE STATE OF ARIZONA. APPROVED AS TO FORM: ____________________________________ Deputy County Attorney Date Contract No. C-22-17-045-3-04 Amendment No. 4 2022 Work Statement TBRA City of Tempe Page 5 of 8 MARICOPA COUNTY Work Statement - TBRA HOME Investment Partnerships Program Program Year 2020, 2021, and 2022 Consortium Member: City of Tempe, Arizona Project: Tenant Based Rental Assistance Funding: PY 2020 $524,745 ($491,948 from EN and $32,797 AD) PY 2021 $541,671 ($507,817 from EN and $33,854 AD) PY 2022 $582,663 ($546,247 from EN and $36,416 AD) Type of Property: Rental 1. FUNDING: PROGRAM YEAR ENTITLEMENT (EN) ADMINISTRATION (AD) PROGRAM INCOME (PI) (non- reimbursable, IDIS draw only) TOTAL BUDGET PY 2020 $491,948 $32,797 $249,000 $773,745 PY 2021 $507,817 $33,854 $328,000 $869,671 PY 2022 $546,247 $36,416 $133,905 $716,568 2. DETAILED SCOPE OF WORK: 2.1 Consolidated Plan goals as it relates to this activity: High 2.2 Type of assistance/activity to be provided with HOME funds: Tenant Based Rental Assistance 2.3 Anticipated use of program income/project proceeds: This activity does not generate program income. 3. OBJECTIVES AND OUTCOMES: OBJECTIVE OUTCOMES AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY DECENT HOUSING Single Family Housing Rehab and Emergency Rehab, Homebuyer Assistance Homebuyer Activities, Acquisition/Rehab of rental housing, Acquisition/New Construction of rental housing, Preservation of existing public housing units and TBRA, Expansion of assisted rental units in the private marketplace Housing Activities in a targeted revitalization area Contract No. C-22-17-045-3-04 Amendment No. 4 2022 Work Statement TBRA City of Tempe Page 6 of 8 4. LOGIC MODEL: PERFORMANCE INDICATORS: INPUTS/ RESOURCES In order to accomplish proposed activities, the subrecipient will need the following: ACTIVITIES In order to address the issue, the subrecipient will conduct the following activities: OUTPUTS Once completed, these activities will produce the following: OUTCOMES When completed, these activities will lead to the following changes: IMPACT Long term changes: HOME funding TBRA Rental Assistance Affordable Rental Assistance Affordable Rental Assistance 5. PROPOSED BENEFICIARIES: Targeted Population by Income Level Number of Households PY 2020 Number of Households PY 2021 Number of Households PY 2022 Total Number of Units Number of HOME Assisted Units in program (if rental) Households at or below 50% 51 57 47 155 Households at or below 60% Households at or below 80% TOTAL 155 6. PRIORITY POPULATIONS: Complete the table below only if the Activity will specifically set-aside units for a priority population. Set asides will be enforced through contract provisions. Priority Populations No. of Units PY 2020 No. of Units PY 2021 No. of Units PY 2022 Total Elderly Physically Disabled Other Priority Populations: Homeless due to VAWA 5 5 5 15 7. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: MILESTONES START DATE COMPLETION DATE HOME Contract Amendment signed by Board of Supervisors Environmental Program Clearance Contract No. C-22-17-045-3-04 Amendment No. 4 2022 Work Statement TBRA City of Tempe Page 7 of 8 Application Intake-Certification of Income Eligibility March 2023 On-going Application Review March 2023 On-going Initial HQS Property Inspection March 2023 On-going Home Set up Report to County March 2023 On-going Unit Occupied by Low/Moderate Income Person/Family On-going Completion Report submitted to County On-going 6/30/2027 Any change to the Timeline will need to be submitted to and approved by Maricopa County. 8. ACTIVITY BUDGET SUMMARY: TBRA ACTIVITIES 2020 HOME FUNDS 2021 HOME FUNDS 2022 HOME FUNDS Additional Sources (defined in Table 9 below) TOTAL COST RENTAL COSTS Monthly Rent; Utility Costs; Sec. Dep; Utility Deposits $491,948 $507,817 $546,247 $710,905 $2,256,917 HOME ADMINISTRATION $32,797 $33,854 $36,416 $0 $103,067 TOTAL $524,745 $541,671 $582,663 $710,905 $2,359,984 Administration (AD) funds to be expended by the City of Tempe for overall HOME program administration. 9. SOURCE AND AMOUNT OF OTHER RESOURCES: FUNDING AGENCY CASH AMOUNT VOLUNTEER/ IN-KIND AMOUNT City of Tempe Program Income PY 2020 $249,000 City of Tempe Program Income PY 2021 $328,000 City of Tempe Program Income PY 2022 $133,905 TOTAL $710,905 10. MATCH: Identify match sources and amounts that have been committed to the project. Match commitment must equal 25% of the HOME funds requested. Documentation is due at the time of request for payment(s). Match Logs must be submitted annually by June 30th of each year. TYPE SOURCE/FUNDING AGENCY TOTAL Cash or cash equivalents from a non-federal source General Funds 50,000 Contract No. C-22-17-045-3-04 Amendment No. 4 2022 Work Statement TBRA City of Tempe Page 8 of 8 Value of waived taxes, fees or charges associated with HOME projects Value of donated land or real property Tempe Affiliate 386,503 Value of donated materials, equipment, labor and professional services Sweat equity TOTAL 436,503