AVONDALE HOME AGREEMENT SCOPES OF WORK.PDF

MARICOPA COUNTY
HOME Investment Partnerships Program
FY 2017-2018
DUNS #: 00-248-6884
Consortium Member: City of Avondale, Arizona
Program Year: FY 2017-2018
Project: Homebuyer Assistance
FY 2017-2018 HOME Funds: $70,000
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 not 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.

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% 2 2 0
TOTAL 2 2 0

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
11/6/17 11/6/17
Market Study
12/1/17 12/31/18
Underwriting
12/1/17 4/15/19
Environmental Review 12/1/17 4/15/19
HOME Set up Report to County/HOME funding
secured 12/1/17 4/15/19
Private financing secured 1/15/18 4/15/19
Unit passes inspection 2/15/18 5/15/19
Close of escrow 3/15/18 6/15/19
Unit Occupied by Low/Moderate Income Person
3/15/18 6/15/19
household
Project funding drawdown submitted to County
4/15/18 7/15/19
Completion Report submitted to City/Project closeout 4/15/18 7/15/19
Any change to the Timeline will need to be submitted to and approved by Maricopa County.

G. ACTIVITY BUDGET SUMMARY:
ACTIVITIES HOME Additional Sources* TOTAL
FUNDS (defined in COST
FY 2017-2018 Table H.)
ACQUISITION
Land
Buildings 70,000 10,000 80,000
Closing Costs
Legal Fees
TOTAL
SITE & DEMOLITION
Site Work
Demolition
TOTAL $0 $0 $0
NEW CONSTRUCTION or REHAB
Construction Costs-Materials
Builder Overhead
Builder Profit
General Requirements
Consultant/Specialist
Permits & Fees
Construction Contingency
Sales Tax
Other-Infrastructure
TOTAL $0 $0 $0
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 $0 $0 $0
ADMINISTRATION COSTS
Program Delivery-
Administration 7,500
Volunteer Labor
GRAND TOTAL 70,000 17,500 87,500

H. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY CASH AMOUNT
IN-KIND AMOUNT
Private Lenders 250,000 $0
TOTALS 250,000 $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
$17,500
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 $17,500

MARICOPA COUNTY
HOME Investment Partnerships Program
FY 2017-2018
DUNS #: 00-248-6884
Consortium Member: City of Avondale, Arizona
Program Year: FY 2017-2018
Project: Housing Rehabilitation
FY 2017-2018 HOME Funds: $55,850 project costs and $8,390 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
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.

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

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
11/6/17 11/6/17
Household eligibility determination 7/1/18 8/1/19
Environmental review, title work, hazard testing 8/1/18 9/1/19
HOME setup report to County 8/15/18 9/1/19
Project scope, bidding and contract execution 9/30/18 10/30/19
Notice to Proceed/Construction to commence 11/1/18 11/1/19
Temporary relocation (as required) 11/1/18 12/15/19
Rehabilitation of units 11/1/18 12/15/19
Completion of Construction/Notice of Completion 12/15/18 12/15/19
Units re-occupied by Low/Moderate Income
Person/Family 12/15/18 12/15/19
Final project funding draw submitted to County 1/15/18 1/15/20
Completion Reports submitted to City 1/15/18 1/15/20
Any change to the Timeline will need to be submitted to and approved by Maricopa County.

G. ACTIVITY BUDGET SUMMARY:
ACTIVITIES HOME Additional Sources* TOTAL
FUNDS (defined in COST
FY 2017-2018 Table H.)
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 50,000 13,963 63,963
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 500 500
Insurance
Legal Fees
Other
TOTAL 500 500
ADMINISTRATION COSTS
Program Delivery 5,350 5,350
Administration $8,390 $8,390
Volunteer Labor
GRAND TOTAL 64,240 13,963 78,203

H. SOURCE AND AMOUNT OF OTHER RESOURCES:
VOLUNTEER/
FUNDING AGENCY CASH AMOUNT
IN-KIND AMOUNT
City of Avondale General Funds 13,963
TOTAL 13,963
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
13,963
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
TOTALS N/A 13,963