CITY OF AVONDALE HOME AMEND 1.PDF
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AMENDMENT TO THE INTERGOVERNMENTAL AGREEMENT BETWEEN MARICOPA COUNTY ADMINISTERED BY ITS HUMAN SERVICES DEPARTMENT AND CITY OF AVONDALE I. The purpose of FY 2014-2015 contract Amendment #1 to Contract C-22-15-031-3-00 is to increase the contract total amount for Maricopa County’s financial reimbursement from $148,229.00 to $765,318.00 and amend the scope of work. II. Therefore, Section III Work Statement hereby amended by: A. Amending the Section III Work Statement to increase funding in the amount of $219,375 for the Single Family Housing Rehabilitation Program for a total of $318,340. See amended Work Statement attached as Exhibit A and incorporated herein by reference. B. Adding a new scope of work in Section III Work Statement to include funding in the amount of $397,714 for the New Construction of Single Family homes (Legacy Avondale project). See Amended Work Statement attached as Exhibit A. III. Therefore, Section IV Work Compensation Section C is hereby amended as follows: C. REIMBURSEMENT The COUNTY shall provide financial assistance in an amount up to Seven Hundred Sixty-Five Thousand Three Hundred Eighteen dollars ($765,318.00) subject to the terms of this Agreement and the availability of funds. This Agreement price constitutes the COUNTY’s entire participation and obligation in the performance and completion of all work to be performed under this Agreement. IV. The foregoing paragraphs, along with the attached Work Statements, 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. IN WITNESS THEREOF, the Parties have signed this agreement: APPROVED BY: APPROVED BY: CITY OF AVONDALE MARICOPA COUNTY ___________________________________ ____________________________________ Kenneth N. Weise, Mayor Steve Chucri, Chairman Date: __________________________ Date: __________________________ Attested To: Attested To: ____________________________________ ____________________________________ Carmen Martinez, 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 SUBRECIPIENT ON BEHALF OF SUBRECIPIENT, 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: __________________________ SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A SECTION III WORK STATEMENTS MARICOPA COUNTY HUMAN SERVICES DEPARTMENT SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A MARICOPA COUNTY HOME Investment Partnerships Program FY 2014-2015 DUNS # 00-248-6884 Agency: City of Avondale Program Year: Total Amount $318,340 FY 2014-2015 ($98,965) and Reallocated Program Income ($219,375) Project: Single-Family Housing Rehabilitation Type of Property: Single-Family Detached Describe the Scope of Work: This program provides assistance to homeowners to rehabilitate their home to eliminate safety hazards in the house. Consolidated Plan – Describe goals to be addressed: The goal of this program is to increase the quality of owner-occupied housing by providing necessary repairs to eliminate safety hazards in the home, and ensure the home meets current code standards thus prolonging the life of the house and improve the quality of life for the homeowner. Describe special program or development requirements, environmental, technical or legal obstacles that must be resolved to implement this activity? There are no obstacles that need to be resolved in order to implement this activity. Priority rated in the Consolidated Plan: High Medium Low A. OBJECTIVES AND OUTCOMES (Check appropriate box below.) OUTCOMES OBJECTIVE AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY Homebuyer Activities, Acq/Rehab if DECENT Single Family rental housing, Acq/New Construction Housing Activities in a HOUSING Housing Rehab and of rental housing, Preservation of existing targeted revitalization Emerg. Rehab, public housing units and TBRA, area Homebuyer Expansion of assisted rental units in the Assistance private marketplace SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A B. LOGIC MODEL: PERFORMANCE INDICATORS OUTPUTS INPUTS/RESOURCES ACTIVITIES PARTICIPATION OUTCOMES OBJECTIVES To increase the HOME Single-Family Low-Mod Income quality of 7 Housing Rehab Homeowners owner-occupied housing C. SITE INFORMATION The municipality will waive any permit or building fees to facilitate this construction? Yes No N/A This site is currently under control in the form of (check all that apply): Deed Purchase Lease Purchase Agreement to Lease/Lease Option Will the project result in the demolition or change in use of any existing low-income housing units? Yes No N/A If yes explain: Will this property contain temporary relocation? Yes No If yes explain: The scale and scope of the City’s substantial rehabilitation projects usually requires temporary relocation of occupants. The City notifies affected households, makes arrangements for comparable replacement housing and covers the cost of temporary relocation with program funds. No permanent relocation will occur. Will the property require lead based paint abatement? Yes No If yes explain: Pending the results of Lead Risk Assessments, the City determines, on a case-by-case basis whether or not lead abatement will be required at a project site. Abatement costs are covered with program funds. D. PROPOSED BENEFICIARIES Targeted Population by Number of Total Number Number of Income Level Households of Units County 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% 7 7 0 TOTAL 7 7 0 SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A 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: E. PERFORMANCE REPORTING - GOALS: Completion date: February 19, 2017 TIMELINE OF ACTIVITIES START COMPLETION MILESTONES DATE DATE Complete substantial rehabilitation on property 1 3/1/15 6/1/15 Complete substantial rehabilitation on property 2 6/1/15 9/1/15 Completion of activity 7/1/15 10/1/15 Properties 3-7: 8/15/15 11/15/15 Amendments to title, lead-based paint and environmental 4/2/15 5/4/15 review contracts (as necessary) Development of Scope of Work for each project 5/15/15 6/15/15 Environmental review of each project, County certification 5/15/15 6/15/15 Bidding 5/15/15 6/15/15 Contract execution 6/15/15 6/30/15 Setups submitted to County 7/1/15 7/1/15 Construction 7/15/15 11/15/15 Completion of all projects 11/15/15 11/30/15 Completion Report submitted to County and project closeout 12/1/15 12/31/15 Any change to the Timeline will need to be approved by the Maricopa County and be submitted to the County. F. ACTIVITY FOLLOW UP AND LONG TERM COMMITMENT: Provide method for assuring activity will be used for the original purpose for the required time period (inspections, maintenance, liens, years of affordability per HUD regulations etc.). The city will ensure continued affordability of assisted units through the recapture provision by imposing the HOME program standards based on the direct financial assistance to the homeowner, to include costs related to: construction and program delivery. Recapture of funds will be limited to the proceeds of the sale minus owner investment. SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A G. ACTIVITY BUDGET SUMMARY: TOTAL FY 14 HOME OTHER ACTIVITY COST HOME (PROGRAM SOURCES INCOME) Construction Costs-Materials $248,737 $73,512 $175,225 $79,585 Builder Overhead Builder Profit General Requirements Construction Management $38,825 $19,793 $19,032 Permits & Fees Construction Contingency Sales Tax Other-Infrastructure SUBTOTAL $287,562 $93,305 $194,257 $79,585 Construction Interest Bond Premium Title & recording $3,640 $1,040 $2,600 Insurance Relocation $10,500 $3,000 $7,500 Other (Environmental Review, $5,670 $1,620 $4,050 LBP Testing/Clearance) SUBTOTAL $19,810 $5,660 $14,150 ADMINISTRATION COSTS Administration $10,968.75 $10,968 SUBTOTAL $10,968.75 $10,968.75 TOTAL $397,932 $98,965 $219,375 $79,585 H. SOURCE AND AMOUNT OF OTHER RESOURCES: (Attach documentation) VOLUNTEER/ IN-KIND FUNDING AGENCY AMOUNT AMOUNT City of Avondale General Fund $79,585 N/A TOTALS $79,585 $0 SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A I. ACTIVITY MATCH BY SOURCE: IDENTIFY MATCH SOURCES AND AMOUNTS THAT HAVE BEEN COMMITTED. (Match commitment must equal 25% of the HOME funds requested. Documentation due at the time of request for payment(s). Submit Match Logs annually by June 30th of each year.) MATCH *CASH VOLUNTEER/IN- FUNDING AGENCY TYPE MATCH KIND AMOUNT TOTAL City of Avondale General CASH $79,585 $79,585 Fund TOTALS $79,585 $79,585 * Total Match reported here must equal Total Match on the Budget Summary. J. PROGRAM INCOME: PROGRAM INCOME: Will Will not be generated with this activity Submit Program Income log monthly Program Income will be used for: activities and associated costs eligible per 92 CFR 205 and 92 CFR 206, respectively. Cost overruns will be handled by: The City of Avondale does not anticipate any cost overruns, however, should overruns occur, the City will seek other non-federal funding to compensate. SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A MARICOPA COUNTY HOME Investment Partnerships Program FY 2014-2015 DUNS # 00-248-6884 Agency: City of Avondale Program Year: TOTAL: $397,714 FY 2010 ($55,288.11) FY 2011 ($298,650) and FY 2012 ($43,775.89) Project: Single-Family New Construction Type of Property: Single-Family Detached Describe the Scope of Work: The scope of the Legacy Avondale project in Historic Avondale includes acquisition and demolition of three dilapidated duplexes, re-parceling the site, utility and right-of-way upgrades and construction of the final two of six new Southwest Modern style single-family homes. The project is located on E. Hill Drive between 3rd and 5th Streets in Historic Avondale – within the City’s Western Avenue corridor and Historic Avondale Revitalization Area. Consolidated Plan – Describe goals to be addressed: 1) Increasing homeownership opportunities 2) Affirmatively furthering fair housing 3) Reducing lead based paint hazards, and 4) Increasing the quality of owner-occupied housing Describe special program or development requirements, environmental, technical or legal obstacles that must be resolved to implement this activity? There are no obstacles that need to be resolved in order to implement this activity. Priority rated in the Consolidated Plan: High Medium Low A. OBJECTIVES AND OUTCOMES (Check appropriate box below.) OUTCOMES OBJECTIVE AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY Homebuyer Activities, Acq/Rehab if DECENT Single Family rental housing, Acq/New Construction Housing Activities in a HOUSING Housing Rehab and of rental housing, Preservation of existing targeted revitalization Emerg. Rehab, public housing units and TBRA, area Homebuyer Expansion of assisted rental units in the Assistance private marketplace SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A B. LOGIC MODEL: PERFORMANCE INDICATORS OUTPUTS INPUTS/RESOURCES ACTIVITIES PARTICIPATION OUTCOMES OBJECTIVES Single-Family Provide decent HOME New Income-qualified 2 affordable Homebuyers Construction housing C. SITE INFORMATION The municipality will waive any permit or building fees to facilitate this construction? Yes No N/A Development-related fees already paid with NSP3 funds This site is currently under control in the form of (check all that apply): Deed Purchase Lease Purchase Agreement to Lease/Lease Option Will the project result in the demolition or change in use of any existing low-income housing units? Yes No N/A If yes explain: Will this property contain temporary relocation? Yes No If yes explain: Will the property require lead based paint abatement? Yes No If yes explain: D. PROPOSED BENEFICIARIES Targeted Population by Number of Total Number Number of Income Level Households of Units County Assisted Units in program (if rental) Households at or below 50% 1 1 0 Households at or below 60% 0 Households at or below 80% 1 1 0 TOTAL 2 2 0 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: SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A E. PERFORMANCE REPORTING - GOALS: Completion date: February 19, 2017 TIMELINE OF ACTIVITIES START COMPLETION TASKS DATES DATES Execution of IGA between Members (COA approval on 4/2/15 5/15/15 5/4/15 with pending approval date from other Member) Environmental Assessment updated and submitted to 5/5/15 6/8/15 County (pending determination of compliance County certification of Environmental Assessment 6/8/15 6/15/15 Amendments to Construction, Construction Management 5/26/15 6/15/15 and realtor contracts Procurement of Subrecipient for homebuyer services and 3/2/15 6/15/15 execution of Subrecipient Agreement (in process) Project Setup Report completed and submitted to County 6/15/15 6/30/15 Notice to Proceed issued to builder 7/1/15 7/1/15 Construction of new units 7/15/15 10/15/15 Sale of units to eligible buyers 9/15/15 11/15/15 Completion Report submitted to County and project 12/1/15 12/31/15 closeout Any change to the Timeline will need to be approved by the Maricopa County and be submitted to the County. F. ACTIVITY FOLLOW UP AND LONG TERM COMMITMENT: Provide method for assuring activity will be used for the original purpose for the required time period (inspections, maintenance, liens, years of affordability per HUD regulations etc.). The City will ensure continued affordability of assisted units through the recapture provision by imposing the HOME program standards based on the direct financial assistance to the program participants. For homebuyer activities, the City will secure all costs associated with the acquisition of the property, including, but not limited to, down payment, principle buy-down (if any), and closing costs. In the case of rehabilitation activities, the City will secure all costs associated with the rehabilitation of the home, including construction, program delivery, title fees, temporary relocation, environmental compliance, and hazard testing. In all cases, the period of affordability will apply as follows based on the following schedule. Amount of Subsidy Period of Affordability <$15,000 5 years $15,000 - $40,000 10 years >$40,000 15 years SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A Recapture is triggered if any of the following occur: 1. Sale of the home 2. Transfer of title 3. Refinancing of the primary mortgage, if refinance does not result in a lower monthly payment or better loan terms or if there is any cash out. 4. The home is no longer the primary residence of the buyer(s) The recapture amount will be determined at the time recapture is triggered based on the total subsidy amount, the length of the loan term and the elapsed time, on a prorated basis. A Deed of Trust and Promissory Note with the City named as the beneficiary will secure the amount of assistance. Recapture will be subject to and limited by the sale net proceeds G. ACTIVITY BUDGET SUMMARY: HOME OTHER ACTIVITY TOTAL (RE- SOURCES COST ALLOCATED) #1 FUNDS NEW CONSTRUCTION Construction Costs-Materials $375,634 $313,919 $61,715 Builder Overhead Builder Profit General Requirements Construction Management $34,080 $34,080 Permits & Fees Construction Contingency $29,715 $29,715 Sales Tax Other-Infrastructure $37,714 $37,714 TOTAL $477,143 $377,714 $99,429 ARCHITECTURAL FEES Design Supervision $20,000 $20,000 Other TOTAL $20,000 $20,000 ADMINISTRATION COSTS Administration TOTAL Grand Total $497,143 $397,714 $99,429 SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A H. SOURCE AND AMOUNT OF OTHER RESOURCES: VOLUNTEER/ IN-KIND FUNDING AGENCY AMOUNT AMOUNT Avondale General Fund (Source #1) $99,429 TOTALS $99,429 I. ACTIVITY MATCH BY SOURCE: IDENTIFY MATCH SOURCES AND AMOUNTS THAT HAVE BEEN COMMITTED. (Match commitment must equal 25% of the HOME funds requested. Documentation due at the time of request for payment(s). Submit Match Logs annually by June 30th of each year.) VOLUNTEER MATCH /IN-KIND FUNDING AGENCY TYPE *CASH MATCH AMOUNT TOTAL City of Avondale General City of Avondale $61,715.00 $61,715.00 Funds General Funds City of Avondale General City of Avondale $37,714.00 $37,714.00 Funds General Funds TOTALS $99,429.00 $99,429.00 * Total Match reported here must equal Total Match on the Budget Summary. J. PROGRAM INCOME Estimated amount of program income: $200,000. Program income will be expended for: Homebuyer and/or owner-occupied housing rehabilitation K. COST OVERRUNS Cost overruns will be handled by: The City of Avondale does not anticipate any cost overruns, however, should overruns occur, the City will seek other non-federal funding to compensate.