CITY OF SURPRISE IGA AMENDMENT 2 HOME.PDF

Contract No. C-22-17-046-3-02 Amendment No. 2
AMENDMENT TO THE
INTERGOVERNMENTAL AGREEMENT
BETWEEN
MARICOPA COUNTY
ADMINISTERED BY ITS
HUMAN SERVICES DEPARTMENT
AND
CITY OF SURPRISE
I. Maricopa County (“County”) administered by its Human Services Department and the City of
Surprise (“City”) entered into a financial Intergovernmental Agreement (“Agreement”) on or about
March 8, 2017. The purpose of the Agreement is for the City to provide owner occupied, single family
housing rehabilitation. The County provided the City with $136,692 in 2016 HOME Investment
Partnerships Program (HOME) funds from the U.S. Department of Housing and Urban
Development (HUD). The County and the City may be referred to individually as “Party” or
collectively as “Parties.”
The Parties executed Amendment No. 1 on or about March 23, 2018 to add a 2017 Work Statement
for a single family housing rehabilitation program and provide $145,126 for the 2017 Work Statement.
Upon approval of Amendment No. 1, the Agreement funding amount increased to $281,818.
II. The Parties wish to amend the Agreement as follows (Amendment):
A. Add an additional Work Statement hereinafter referred to as “2018 Work Statement” for the
City to provide single family housing rehabilitation assistance. The expenditure term for this
Work Statement shall expire on September 30, 2022.
B. Provide funding for a 2018 Work Statement in an amount not-to-exceed $193,749.
C. All work performed or costs incurred or expended under the previously approved 2016 Work
Statement in the amount of $136,692 shall remain reimbursable under the terms of the original
Agreement through September 30, 2019. All work performed or costs incurred or expended
under the previously approved 2017 Work Statement in the amount of $145,126 shall remain
reimbursable through September 30, 2021.
D. Upon approval of Amendment No. 2, the Agreement funding amount shall be increased to
$475,567.
E. Section IV, Compensation, Subsection D, Reimbursement shall be amended to reference total
funding of $475,567.
III. 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.

Contract No. C-22-17-046-3-02 Amendment No. 2
IN WITNESS THEREOF, the Parties have signed this Amendment:
APPROVED BY: APPROVED BY:
CITY OF SURPRISE MARICOPA COUNTY
___________________________________ ____________________________________
Chairman, Board of Supervisors
Date: __________________________ Date: __________________________
Attested To: Attested To:
____________________________________ ____________________________________
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 SURPRISE MARICOPA COUNTY
BY: ______________________________ BY: ______________________________
City Attorney Deputy County Attorney
Date: __________________________ Date: __________________________

2018 Work Statement
MARICOPA COUNTY
HOME Investment Partnerships Program
Program Year 2018
Consortium Member: City of Surprise, Arizona
Project: Housing Rehabilitation
Program Year 2018 HOME Funds: $193,749
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 improvement and reinvestment of current housing stock within the City of Surprise is a
High priority in the Consolidated Plan.
2. Type of assistance/activity to be provided with HOME funds: Owner Occupied Single Family
Housing Rehabilitation.
3. Methods and instruments used for ensuring affordability: Recapture provision. The HOME
funds will be secured by a Deed of Trust and Promissory Note and recorded with Maricopa
County to ensure the home is not sold or transferred to another owner.
4. Anticipated use of program income/project proceeds: Any program income will be used to
supplement the completion if any additional single family housing rehab projects.
B. OBJECTIVES AND OUTCOMES (Check appropriate box below.):
OUTCOMES
OBJECTIVE 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. LOGIC MODEL: PERFORMANCE INDICATORS:
INPUTS/ ACTIVITIES OUTPUTS OUTCOMES IMPACT
RESOURCES In order to address the issue, Once When completed, Long term
In order to the subrecipient will conduct completed, these activities will changes:
accomplish the following activities: these activities lead to the
proposed will produce the following changes:
activities, the following:
subrecipient will
need the
following:
HOME funding The City will provide, either in Owner Low to moderate Stable
house or subcontracted, occupied income families neighborhoods;
eligibility qualification, rehabilitated will have decent, improved safety
environmental review, title housing safe and sanitary and quality of life
work, property inspections, housing free of of occupants
hazard testing, project code violations and

2018 Work Statement
scoping/bidding/construction adverse health and
management, lien document safety conditions.
preparation/recording,
coordination, financial
management, reporting and file
retention.
D. 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%
Households at or below 80% 3 3
TOTAL 3 3
E. 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
F. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES:
START COMPLETION
MILESTONES DATE DATE
Subrecipient Agreement amended 10/1/2018 11/1/2018
Client Pre-qualification 12/15/2018 1/30/2019
Environmental Review 2/15/2018 3/15/2019
RFQ Issued 4/15/2019 5/15/2019
Developer Selected and Signed Development Contract 6/1/2019 6/15/2019
Home Set up Report to County 8/1/2019 8/15/19
Rehab to commence 10/1/2019 10/15/2019
Rehab complete 11/15/2019 5/15/2020
Unit Occupied by Low/Moderate Income Household 6/1/2020 6/30/2020
Completion Report submitted to County 7/15/2020 8/1/2020
Client Pre-qualification
Environmental Review
RFQ Issued
Any change to the Timeline will need to be submitted to and approved by Maricopa County.

2018 Work Statement
G. ACTIVITY BUDGET SUMMARY:
HOME Funds Additional Sources*
ACTIVITIES TOTAL COST
PY 2018 (defined in Table H.)
ACQUISITION
Land $ -
Buildings $ -
Closing Costs
Legal Fees
TOTAL
SITE & DEMOLITION $ -
Site Work $ -
Demolition $ -
TOTAL $ - $ - $ -
NEW CONSTRUCTION or REHAB $ -
Construction Costs-Materials $ 131,039.00 $ 32,759.75 $ 163,798.75
Builder Overhead $ -
Builder Profit $ 15,000.00 $ 3,750.00 $ 18,750.00
General Requirements $ -
Consultant/Specialist $ -
Permits & Fees $ 6,800.00 $ 1,700.00 $ 8,500.00
Construction Contingency $ 25,000.00 $ 6,250.00 $ 31,250.00
Sales Tax $ 15,910.00 $ 3,977.50 $ 19,887.50
Other-Infrastructure $ -
TOTAL $ 193,749.00 $ 48,437.25 $ 242,186.25
ARCHITECTURAL FEES $ -
Design $ - $ - $ -
Supervision $ -
Other $ -
TOTAL $ - $ - $ -
CONSTRUCTION INTEREST & FEES
$ -
& LEGAL FEES
Construction Interest $ -
Bond Premium $ -
Title & recording $ -
Insurance $ -
Legal Fees $ -
Other $ -
TOTAL $ - $ -
ADMINISTRATION COSTS $ -
Program Income Administration
Administration
Volunteer Labor
TOTAL $0.00 $0.00 $ -
GRAND TOTAL $193,749.00 $48,437.25 $ 242,186.25

2018 Work Statement
H. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY CASH AMOUNT
IN-KIND AMOUNT
City of Surprise General Fund -
$48,437.25
Match
I. 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 City of Surprise General
$48,437.25
non-federal source Fund
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 $48,437.25