CITY OF SCOTTSDALE HOME IGA AMENDMENT NO. 3.PDF

Contract No. C-22-17-044-3-04 Amendment No. 3
City Contract No. 2018-039-COS-A3
AMENDMENT No. 3 TO THE
INTERGOVERNMENTAL AGREEMENT
BETWEEN
MARICOPA COUNTY
ADMINISTERED BY ITS
HUMAN SERVICES DEPARTMENT
AND
CITY OF SCOTTSDALE
I. Maricopa County (“County”) administered by its Human Services Department and the City of
Scottsdale (“City”) entered into a financial Intergovernmental Agreement (“Agreement”) on or about
May 17, 2018 (County Contract No. C-22-17-044-3-01) (City Contract No. 2018-039-COS). The
purpose of the Agreement is for the City to acquire, rehabilitate and rent a single family home to a
low-income family. The County provided the City with $219,957 in 2016 HOME Investment
Partnerships Program (HOME) funds from the U.S. Department of Housing and Urban
Development (HUD). All work performed or cost incurred or expended shall be reimbursable
through September 30, 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 (County Amendment No. 1 C-22-17-044-3-02) (City
Contract No. 2018-039-COS-A1) on or about November 20, 2018 to add a 2017 Work Statement for
the City to acquire, rehabilitate and rent a single family home to a low-income family. The County
provided the City with $219,039 for the 2017 Work Statement. All work performed or cost incurred
or expended for 2017 Work Statement shall be reimbursable through September 30, 2021. Upon
approval of Amendment No. 1, the Agreement funding amount increased to $438,996.
The Parties executed Amendment No. 2 (County Amendment No. 2 C-22-17-044-3-03) (City
Contract No. 2018-039-COS-A2) on or about January 24, 2019 to add a 2018 Work Statement for
the City to acquire, rehabilitate and rent a single family home to a low-income family. The County
provided the City with $331,572 for the 2018 Work Statement. All work performed or cost incurred
or expended shall be reimbursable through September 30, 2022. Upon approval of Amendment No.
2, the Agreement funding amount increased to $770,568.
II. The Parties agree to enter into this Amendment No. 3 to the Agreement (County Amendment No. 3
C-22-17-044-3-04) (City Contract No. 2018-039-COS-A3) to amend the Agreement as follows:
A. Add an additional Work Statement hereinafter referred to as “2019 Work Statement” for the
City to acquire, rehabilitate and rent a single family home to a low-income family. All work
performed or cost incurred or expended shall be reimbursable through September 30, 2023.
B. The County shall provide the City with $314,693.94 for the 2019 Work Statement activities.
C. Upon approval of Amendment No. 3, the Agreement funding amount shall be increased to
$1,085,261.94.
D. Section IV, Compensation, Subsection D, Reimbursement shall be amended to reference total
funding of $1,085,261.94.
III. The County shall reimburse the City on a Net 0 payment standard.
This Agreement is subject to A.R.S. §38-511. The foregoing paragraphs contain all the changes made
to this Amendment. All other terms and conditions of the original Agreement and previously approved
Amendments shall remain the same and in full force and effect as approved and amended.
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Contract No. C-22-17-044-3-04 Amendment No. 3
City Contract No. 2018-039-COS-A3
IN WITNESS THEREOF, the Parties have signed this Amendment:
APPROVED BY: APPROVED BY:
CITY OF SCOTTSDALE MARICOPA COUNTY
___________________________________ ____________________________________
W.J. “Jim” Lane, Mayor Chairman, Board of Supervisors
Date: __________________________ Date: __________________________
Attested To: Attested To:
____________________________________ ____________________________________
Carolyn Jagger, City Clerk Fran McCarroll, Clerk of the Board
IN ACCORDANCE WITH A.R.S. §§ 11-952, 11-201, AND 11-251, THIS AGREEMENT HAS BEEN
REVIEWED BY THE UNDERSIGNED DEPUTY COUNTY ATTORNEY, AND, IN ACCORDANCE
WITH A.R.S. § 11-952, THIS AGREEMENT HAS BEEN REVIEWED BY THE UNDERSIGNED
ATTORNEY FOR CITY ON BEHALF OF CITY, AND, AS TO THEIR RESPECTIVE CLIENTS ONLY,
EACH ATTORNEY HAS DETERMINED THAT THIS AGREEMENT IS IN PROPER FORM AND
WITHIN THE POWER AND AUTHORITY GRANTED UNDER THE LAWS OF THE STATE OF
ARIZONA.
CITY OF SCOTTSDALE MARICOPA COUNTY
BY: ______________________________ BY: ______________________________
Joe Padilla, Acting City Attorney Deputy County Attorney
By: Janis L. Bladine, Sr. Assistant City Attorney
Date: __________________________ Date: __________________________
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Contract No. C-22-17-044-3-03 Amendment No. 3
City Contract No. 2018-039-COS-A3 2019 Work Statement
EXHIBIT A
SCOPE OF WORK
MARICOPA COUNTY
HOME Investment Partnerships Program
DUNS #: 07-446-5238
Consortium Member: Scottsdale, Arizona
FY 2019-2020
Project: Single Family Rental Housing Rehabilitation
Program Year 2019 HOME Funds: $295,025.57 Entitlement and $19,668.37 Administration
Type of Property: Single Family
A. DETAILED SCOPE OF WORK:
1. Consolidated Plan goals as it relates to this activity is “high”.
The plan states "The primary housing goal of the Consolidated Plan is to foster the
development and maintenance of housing affordable to target-income households as well as
those with special needs."
Purchase and rehabilitate one three-bedroom permanent affordable rental home in
Scottsdale. A contracting agency will utilize HOME funds to use towards the purchase and
minor rehabilitation of one home to be rented for income eligible residents. Scottsdale
currently has twelve (12) permanent affordable rental units. This is a high priority goal in
Scottsdale’s Consolidated Plan. Remaining funds are listed as “Carryover” on the budget and
will be used in conjunction with the PY2020 allocation to acquire and rehabilitate an
additional home.
2. Type of assistance/activity to be provided with HOME funds:
Purchase and rehabilitation of one affordable rental home.
3. Methods and instruments used for ensuring affordability:
The HOME funds will be secured by a Deed of Trust and Promissory Note and will utilize the
Recapture provision. The lien will be secured for the applicable period of affordability
contingent on the amount of HOME funds invested in the unit. After the term of the period of
affordability, the lien will be forgiven.
4. There will be no anticipated program income.
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Contract No. C-22-17-044-3-03 Amendment No. 3
City Contract No. 2018-039-COS-A3 2019 Work Statement
B. OBJECTIVES AND OUTCOMES
OUTCOMES
AVAILABILITY/
AFFORDABILITY SUSTAINABILITY
ACCESSIBILITY
Homebuyer Activities,
Single Family Acquisition/Rehab of rental housing,
DECENT Housing Rehab and Acquisition/New Construction of rental Housing Activities in a
HOUSING Emergency Rehab, housing, Preservation of existing public targeted revitalization
Homebuyer housing units and TBRA, Expansion of area
Assistance assisted rental units in the private
marketplace
C. PROPOSED BENEFICIARIES:
Targeted Population by Number of Total Number Number of
Income Level Households of Units HOME Assisted
Units in program
(if rental)
Households at or below 50%
Households at or below 60% 1 1 1
Households at or below 80%
TOTAL 1 1 1
D. PRIORITY POPULATIONS: None
E. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES:
START COMPLETION
MILESTONES
DATE DATE
HOME Contract approved by City Council 7/1/2019 11/30/2019
Market Study 10/1/2019 10/1/2019
Underwriting 11/1/2019 11/1/2019
Secure Financing 2/15/2021 2/15/2021
Environmental Review 2/15/2021 3/15/2021
Obtain Site Control 2/15/2021 3/30/2021
RFQ Issued 4/10/2021 4/30/2021
Developer Selected and Signed Development Contract 5/1/2021 5/1/2021
Home Set up Report to County 5/10/2021 5/10/2021
Acquisition and Rehab to commence 5/10/2021 5/30/2021
Rehab complete or Certificate of Occupancy 5/30/2021 5/30/2021
Unit Occupied by Low/Moderate Income Family 6/15/2021 6/15/2021
Completion Report submitted to City 6/20/2021 6/20/2021
Any change to the Timeline will need to be submitted to and approved by Maricopa County.
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Contract No. C-22-17-044-3-03 Amendment No. 3
City Contract No. 2018-039-COS-A3 2019 Work Statement
F. ACTIVITY BUDGET SUMMARY:
HOME Funds Additional Sources*
ACTIVITIES TOTAL COST
PY 2019 (defined in Table G)
ACQUISITION
Land $ -
Buildings $ 245,000.00 $ 245,000.00
Closing Costs $ -
Federal Home Loan Bank $ -
TOTAL $ 245,000.00 $ - $ 245,000.00
SITE & DEMOLITION $ -
Site Work $ -
Demolition $ -
TOTAL $ - $ - $ -
REHABILITATION $ -
Construction Costs-Materials $ 10,266.00 $ 10,266.00
Builder Overhead $ -
Builder Profit $ -
Permits & Fees $ -
Construction Contingency $ -
Sales Tax $ -
Other-Infrastructure $ -
TOTAL $ 10,266.00 $ - $ 10,266.00
ARCHITECTURAL FEES $ -
Design $ -
Supervision $ -
Other $ -
TOTAL $ - $ - $ -
CONSTRUCTION INTEREST &
$ -
FEES & LEGAL FEES
Construction Interest $ -
Bond Premium $ -
Title & recording $ -
Insurance $ -
Developer Fee $ 15,000.00 $ 15,000.00
Other $ -
TOTAL Aquisition,repairs and devel. Fee $ 270,266.00 $ - $ 270,266.00
ADMINISTRATION COSTS $ -
Administration (Scottsdale) $ 19,668.37 $ 19,668.37
TOTAL $ 19,668.37 $ - $ 19,668.37
Carryover funds to PY2020 $ 24,759.57 $ 24,759.57
GRAND TOTAL $ 314,693.94 $ - $ 314,693.94
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Contract No. C-22-17-044-3-03 Amendment No. 3
City Contract No. 2018-039-COS-A3 2019 Work Statement
G. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY AMOUNT
IN-KIND AMOUNT
None
H. 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).
SOURCE/FUNDING
TYPE
AGENCY
Federal Home Loan Bank $73,756.39
Value of waived taxes, fees or
charges associated with HOME
projects
Value of donated land or real
property
Cost of infrastructure
improvements associated with
HOME projects
Percentage of proceeds from
single- or multi-family state
housing bonds
Value of donated materials,
equipment, labor and professional
services
Sweat equity
TOTAL $73,756.39
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