CITY OF SCOTTSDALE IGA HOME AMEND 1 .PDF

Maricopa County — Formal (2018-10-24)

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Contract No. C-22-17-044-3-02 Amendment 1
AMENDMENT NO. 1 TO THE
INTERGOVERNMENTAL AGREEMENT
BETWEEN
MARICOPA COUNTY
ADMINISTERED BY ITS
HUMAN SERVICES DEPARTMENT
AND
CITY OF SCOTTSDALE
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 9, 2018. The
Agreement governs the parties’ relationship from April 1, 2018 through September 30, 2019, and is effective
upon execution by the parties. Through this Agreement, the County authorized financial reimbursement to the
City in an amount not to exceed $219,957 in 2016/2017 HOME Investment Partnerships Program funds from
the U.S. Department of Housing and Urban Development (HUD) to purchase and rehabilitate one new
permanent, affordable rental home. The County and the City may be referred to individually as “Party” or
collectively as “Parties.”
I. The Parties wish to amend the Agreement as follows (Amendment No. 1):
A. Increase funding to the City from $219,957 of 2016/2017 HOME funds to encompass
$219,039 of 2017/2018 HOME funds for a total of $438,996.
B. Insert an additional Work Statement (2017 Work Statement) for the City to acquire,
rehabilitate and rent an additional single family home to a low-income family. Funding for this
Work Statement shall not exceed $219,039. The 2017 Work Statement shall have a completion
date of September 30, 2021.
C. All work performed or costs incurred or expended under the previously approved Work
Statement (2016 Work Statement) remains reimbursable under the terms of the original
Agreement.
D. Section IV, Compensation, Subsection D, Reimbursement is amended to reference total
funding of $438,996, rather than $219,957.
II. This agreement is subject to A.R.S. §38-511. The foregoing paragraphs, contain all the changes made
by this Amendment. All other terms and conditions of the original agreement remain the same and in
full force and effect as approved and amended.
[SECTION INTENTIONALLY LEFT BLANK]

Contract No. C-22-17-044-3-02 Amendment 1
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 THE CITY ON BEHALF OF THE 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: ______________________________
Bruce Washburn, City Attorney Deputy County Attorney
By: Janis L. Bladine, Sr. Assistant City Attorney
Date: __________________________ Date: __________________________

Contract No. C-22-17-044-3-02 2017 Work Statement
MARICOPA COUNTY
HOME Investment Partnerships Program
Program Year: 2017
Consortium Member: Scottsdale, Arizona
Project: Acquisition and Rehabilitation of Rental Housing
2017 HOME Funds: $219,039 (includes $13,690 in Administration)
Type of Property: Single Family
A. DETAILED SCOPE OF WORK:
Include the following-
1. Consolidated Plan goals as it relates to this activity, include the priority rating i.e. High, Low:
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 (1) new permanent affordable rental home in Scottsdale. A
subrecipient will utilize HOME funds to purchase and rehabilitate one home to be rented for
income eligible residents. Scottsdale currently has thirteen (13) permanent affordable rental Units.
This activity is a high priority goal in Scottsdale’s consolidated plan.
2. Type of assistance/activity to be provided with HOME funds: Purchase one existing 2 or 3
bedroom unit in Scottsdale, Arizona in zip codes 85257, 85258, and 85260.
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 invested in the unit. After the term of the period of affordability, the lien will be
forgiven.
4. Anticipated use of program income/project proceeds:
Improvements or repairs in HOME assisted unit or to assist in funding of an affordable housing
acquisition.
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

Contract No. C-22-17-044-3-02 2017 Work Statement
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:
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
Elderly
Physically Disabled
Other Priority
Populations: Veterans 1
E. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES:
START COMPLETION
MILESTONES
DATE DATE
HOME Contract approved by City Council 10/16/2018 10/16/2018
Market Study 12/15/2018 12/25/2018
Underwriting 12/16/2018 12/30/2018
Secure Financing 1/30/2019 2/15/2019
Environmental Review 8/15/2019 8/30/2019
Obtain Site Control 9/15/2019 10/15/2019
RFQ Issued 11/1/2019 11/15/2019
Developer Selected and Signed Development Contract 12/15/2019 01/30/2020
HOME Set up Report to County 2/15/2020 2/28/2020
Acquisition and/or Rehab and/or Construction to 4/15/2020
commence 3/15/2020
Rehab complete or Certificate of Occupancy 5/15/2020 6/30/2020
Unit Occupied by Low/Moderate Income 7/30/2020
Person/Family 7/15/2020
Completion Report submitted to County 8/15/2020 9/1/2020
Any change to the Timeline will need to be submitted to and approved by Maricopa County.

Contract No. C-22-17-044-3-02 2017 Work Statement
F. ACTIVITY BUDGET SUMMARY:
ACTIVITIES HOME Additional Sources* TOTAL
FUNDS (defined in COST
2017 Table G.)
ACQUISITION
Land
Buildings 205,349 7,070 212,419
Closing Costs
Legal Fees
TOTAL 205,349 7,070 212,419
SITE & DEMOLITION
Site Work
Demolition/G&D/Pad
Prep/Abatement
TOTAL
REHABILITATION
Construction Costs-Materials 13,690 13,690
Builder Overhead
Builder Profit
General Requirements
Consultant/Specialist
Permits & Fees
Construction Contingency
Sales Tax
Other-Infrastructure
TOTAL 13,690 13,690
ARCHITECTURAL FEES
Design
Supervision
Other
TOTAL
CONSTRUCTION INTEREST & FEES & LEGAL FEES
Construction Interest
Bond Premium
Title & recording
Insurance
Legal Fees
Other – Developer Fee 13,500 13,500
TOTAL 13,500 13,500
ADMINISTRATION COSTS
Program Delivery
Administration Scottsdale 13,690 13,690
Volunteer Labor
GRAND TOTAL $219,039 $34,260 $253,299

Contract No. C-22-17-044-3-02 2017 Work Statement
G. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY CASH AMOUNT
IN-KIND AMOUNT
City of Scottsdale (Program Income from
2015) 34,260
TOTALS $34,260
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). Match Logs must be submitted annually by June 30th of each
year.
SOURCE/FUNDING
TYPE TOTAL
AGENCY
Cash or cash equivalents from a Federal Home Loan
non-federal source Bank $51,337
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
TOTALS $51,337