CITY OF AVONDALE IGA HOME AMENDMENT 2.PDF

Maricopa County — Formal (2018-10-10)

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Contract No. C-22-17-049-3-02 Amendment No. 2
AMENDMENT TO THE
INTERGOVERNMENTAL AGREEMENT
BETWEEN
MARICOPA COUNTY
ADMINISTERED BY ITS
HUMAN SERVICES DEPARTMENT
AND
CITY OF AVONDALE
I. Maricopa County (“County”) administered by its Human Services Department and the City of
Avondale (“City”) entered into a financial Intergovernmental Agreement (“Agreement”) on or about
March 9, 2017. The purpose of the Agreement is for the City to provide single family homebuyer
assistance (down payment and closing costs assistance) and single family housing rehabilitation. The
County provided the City with $134,098 in 2016 HOME Investment Parnerships 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 November 3, 2017 to add 2017 Work Statements
for homebuyer assistance and single family housing rehabilitation programs and provide $134,240 for
the 2017 Work Statements. Upon approval of Amendment No. 1, the Agreement funding amount
increased to $268,338.
II. The Parties wish to amend the Agreement as follows (Amendment):
A. Add additional Work Statement hereinafter referred to as “2018 Work Statement A” for the City
to provide single family homebuyer assistance. The County will provide the City with $210,065
in 2018 HOME funds. The expenditure term for this Work Statement shall expire on September
30, 2022.
B. Add additional Work Statement hereinafter referred to as “2018 Work Statement B” for the
City to provide housing rehabilitation assistance. The City will contribute $55,000 to the
housing rehabilitation program from previous years program income. The expenditure term
for this Work Statement shall expire on September 30, 2022.
C. Funding amount for the 2018 Work Statements shall not exceed $210, 065.
D. All work performed or costs incurred or expended under the previously approved 2016 Work
Statements in the amount of $134,098 shall remain reimbursable under the terms of the
original Agreement through March 9, 2019. All work performed or costs incurred or expended
under the previously approved 2017 Work Statements in the amount of $134,240 shall remain
reimbursable through September 30, 2021.
E. Upon approval of Amendment No. 2, the Agreement funding amount shall be increased to
$478,403.
F. Section IV, Compensation, Subsection D, Reimbursement shall be amended to reference total
funding of $478,403.
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-22-17-049-3-02 Amendment No. 2
IN WITNESS THEREOF, the Parties have signed this Amendment:
APPROVED BY: APPROVED BY:
CITY OF AVONDALE 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 AVONDALE MARICOPA COUNTY
BY: ______________________________ BY: ______________________________
City Attorney Deputy County Attorney
Date: __________________________ Date: __________________________

Contract No. C-22-17-049-3-02 2018 Work Statement A
MARICOPA COUNTY
HOME Investment Partnerships Program
Program Year 2018
Consortium Member: City of Avondale, Arizona
Project: Homebuyer Assistance
Program Year 2018 HOME Funds: $210,065
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
This activity supports the Consolidated Plan goal to expand affordable housing by providing direct
financial assistance to income-qualified homebuyers. This is the #1 goal in the Plan.
2. Type of assistance/activity to be provided with HOME funds: Homebuyer Assistance
The City will provide down payment, closing cost, principal reduction and other appropriate
assistance to eligible first-time homebuyers who wish to purchase a single-family property in the
City of Avondale.
3. Methods and instruments used for ensuring affordability:
The City will secure HOME funds with a Deed of Trust and Promissory Note, or other
appropriate lien document(s) approved by the City. These documents will include a recapture
provision per 24 CFR 92. The amount of funds recaptured will be prorated over the term of the
loan, and as such, be payable in-full to the City should the borrower sell, refinance with cash out
or no longer occupy the property as their primary residence within the appropriate period of
affordability.
4. Anticipated use of program income/project proceeds:
Program income/recaptured funds will be used for administration and additional HOME-eligible
projects per 24 CFR 92.

Contract No. C-22-17-049-3-02 2018 Work Statement A
B. OBJECTIVES AND OUTCOMES (Check appropriate box below.):
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. LOGIC MODEL: PERFORMANCE INDICATORS:
INPUTS/ ACTIVITIES OUTPUTS OUTCOMES IMPACT
RESOURCES In order to address the Once completed, When Long term
In order to issue, the subrecipient these activities will completed, these changes:
accomplish will conduct the produce the activities will lead
proposed activities, following activities: following: to the following
the subrecipient will changes:
need the following:
HOME funding A non-profit Subrecipient Expand affordable Low to moderate Stable
will provide: eligibility housing opportunities income families neighborhoods
qualification (including become first time
income), housing homebuyers
counseling/homebuyer
education, property
inspections, purchase
contract review, lien
documentation
preparation, coordination
with lenders, title
companies, buyers,
realtors. The City will
complete environmental
review.
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% 0 0 0
Households at or below 60% 0 0 0
Households at or below 80% 6 6 0
TOTAL 6 6 0

Contract No. C-22-17-049-3-02 2018 Work Statement A
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 0
Physically Disabled 0
Other Priority
0
Populations: Veterans
F. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES:
START COMPLETION
MILESTONES
DATE DATE
Subrecipient Agreement amended 8/1/18 10/15/18
Applicant eligibility (units 1-3) 10/15/18 4/15/19
Environmental Reviews 12/15/18 4/15/19
Units passes HQS inspection 2/15/19 5/15/19
Underwriting & private financing secured 3/15/19 6/15/19
Close of escrow & occupancy by LMI households 3/15/19 6/15/19
Project funding drawdown and Completion Reports
5/15/15 7/1/19
submitted to County
Applicant eligibility (units 4-6) 7/15/19 11/15/19
Environmental Reviews 1/15/20 5/15/20
Units passes HQS inspection 3/15/20 6/15/20
Underwriting & private financing secured 4/15/20 7/15/20
Close of escrow & occupancy by LMI households 5/15/20 8/15/20
Project funding drawdown and Completion Reports
7/15/20 9/15/20
submitted to County
Any change to the Timeline will need to be submitted to and approved by Maricopa County.

Contract No. C-22-17-049-3-02 2018 Work Statement A
G. ACTIVITY BUDGET SUMMARY:
HOME Funds Additional Sources*
ACTIVITIES TOTAL COST
PY 2018 (defined in Table H.)
ACQUISITION
Land $ -
Buildings $ -
Closing Costs $ 196,936.00 $ 82,802.00 $ 279,738.00
Legal Fees $ -
TOTAL $ 196,936.00 $ 82,802.00 $ 279,738.00
SITE & DEMOLITION $ -
Site Work $ -
Demolition $ -
TOTAL $ - $ - $ -
NEW CONSTRUCTION or REHAB $ -
Construction Costs-Materials $ -
Builder Overhead $ -
Builder Profit $ -
General Requirements $ -
Consultant/Specialist $ -
Permits & Fees $ -
Construction Contingency $ -
Sales Tax $ -
Other-Infrastructure $ -
TOTAL $ - $ - $ -
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 $ 15,311.0 $ 15,311.00
Administration $ 13,129.00 $ 13,129.00
Volunteer Labor $ -
TOTAL $13,129.00 $15,311.00 $ 28,440.00
GRAND TOTAL $210,065.00 $98,113.00 $ 308,178.00

Contract No. C-22-17-049-3-02 2018 Work Statement A
H. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY CASH AMOUNT
IN-KIND AMOUNT
Private Lenders $1,200,000 $0
Program Income $82,802
Program Income Admin. $15,311
TOTALS $1,298,113 $0
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 Avondale General
$49,234
non-federal source Funds
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 $49,234

Contract No. C-22-17-049-3-02 2018 Work Statement B
MARICOPA COUNTY
HOME Investment Partnerships Program
Program Year 2018
Consortium Member: City of Avondale, Arizona
Project: Housing Rehabilitation
Program Year 2018 HOME Funds: $0 from Entitlement annual allocation; $50,000 project costs & $5,000
program delivery from program income
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
This activity supports the Consolidated Plan goal of owner-occupied housing rehabilitation. This
is the #2 goal in the Plan.
2. Type of assistance/activity to be provided with HOME funds: Single Family Housing
Rehabilitation (owner-occupied). Activities may include, but are not limited to: program delivery,
hazard testing and mitigation, and construction to benefit HOME-qualified low and moderate
income households.
The City will provide forgivable, non-amortizing loans to eligible owners of single-family housing
for substantial housing rehabilitation activities. Assistance will include, but is not limited to costs
associated with construction, hazard testing/mitigation, title work, and program delivery.
3. Methods and instruments used for ensuring affordability: Recapture provision (insert description
of how the funds will be recaptured i.e. paid in full, pro-rated etc.)
The City will secure HOME funds with a Deed of Trust and Promissory Note, or other
appropriate lien document(s) approved by the City. These documents will include a recapture
provision with loan funds payable to the City should the borrower sell, refinance with cash out or
no longer occupy the property as their primary residence. The amount of funds recaptured will
be prorated on a yearly basis over the term of the loan. At the end of the term, the loan will be
fully forgivable.
4. Anticipated use of program income/project proceeds:
Program income/recaptured funds will be used for administration and additional HOME-eligible
projects per 24 CFR 92.

Contract No. C-22-17-049-3-02 2018 Work Statement B
B. OBJECTIVES AND OUTCOMES (Check appropriate box below.):
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. LOGIC MODEL: PERFORMANCE INDICATORS:
INPUTS/ ACTIVITIES OUTPUTS OUTCOMES IMPACT
RESOURCES In order to address the Once completed, When Long term
In order to accomplish issue, the subrecipient these activities will completed, these changes:
proposed activities, will conduct the produce the activities will lead
the subrecipient will following activities: following: to the following
need the following: changes:
HOME funding The City will provide Owner occupied Low to moderate Stable
eligibility qualification, rehabilitated housing income families neighborhoods;
environmental review, will have decent, improved safety
title work, property safe and sanitary and quality of
inspections, hazard housing free of life of occupants
testing, project code violations
scoping/bidding/constr and adverse
uction management, lien health and safety
document 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% 0 0 0
Households at or below 60% 0 0 0
Households at or below 80% 1 1 0
TOTAL 1 1 0

Contract No. C-22-17-049-3-02 2018 Work Statement B
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 0
Physically Disabled 0
Other Priority
0
Populations: Veterans
F. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES:
START COMPLETION
MILESTONES
DATE DATE
HOME Amendment executed by City
8/1/18 10/15/18
Household eligibility determination 1/2/20 2/15/20
Environmental review, title work, hazard testing 2/15/20 3/15/20
Project scope, bidding and contract execution 3/15/20 4/30/20
Notice to Proceed/Construction to commence 4/30/20 4/30/20
Temporary relocation (as required) 4/30/20 6/15/20
Rehabilitation of unit 4/30/20 6/15/20
Completion of Construction/Notice of Completion 6/20/20 6/20/20
Units re-occupied by Low/Moderate Income
Person/Family 6/20/20 6/20/20
Final project funding draw submitted to County 8/15/20 8/15/20
Completion Reports submitted to City 8/15/20 8/15/20
Any change to the Timeline will need to be submitted to and approved by Maricopa County.

Contract No. C-22-17-049-3-02 2018 Work Statement B
G. ACTIVITY BUDGET SUMMARY:
ACTIVITIES HOME Additional Sources* TOTAL
FUNDS (defined in COST
Program Year Table H.)
2018
ACQUISITION
Land
Buildings
Closing Costs
Legal Fees
TOTAL $0 $0 $0
SITE & DEMOLITION
Site Work
Demolition
TOTAL $0 $0 $0
NEW CONSTRUCTION or REHAB
Construction Costs-Materials $0 $50,000 $50,000
Builder Overhead
Builder Profit
General Requirements
Consultant/Specialist
Permits & Fees
Construction Contingency
Sales Tax
Other-Infrastructure
TOTAL
ARCHITECTURAL FEES
Design
Supervision
Other
TOTAL $0 $0 $0
CONSTRUCTION INTEREST & FEES & LEGAL FEES
Construction Interest
Bond Premium
Title & recording
Insurance
Legal Fees
Other
TOTAL
ADMINISTRATION COSTS
Program Delivery $0 $5,000 $5,000
Administration
Volunteer Labor
GRAND TOTAL $0 $55,000 $55,000

Contract No. C-22-17-049-3-02 2018 Work Statement B
H. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY CASH AMOUNT
IN-KIND AMOUNT
Program Income $55,000
TOTAL $55,000
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
non-federal source
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 N/A $0