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Contract No. C-22-15-030-3-00 Amendment #1 AMENDMENT TO THE INTERGOVERNMENTAL AGREEMENT BETWEEN MARICOPA COUNTY ADMINISTERED BY ITS HUMAN SERVICES DEPARTMENT AND CITY OF PEORIA I. The purpose of FY 2014-2015 contract Amendment #1 is to increase the contract total amount to $371,333 and to extend the contract end date to June 30, 2017. II. Therefore, Section III Work Statement shall be amended by: A. Amend the Section III Work Statement to increase funding in the amount of $190,000 for the Acquisition of Land and Construction for a total of $351,333. See Amended Work Statement attached as Exhibit A. B. Increase funding by $10,000 for Homebuyer Assistance for a total of $20,000. See Amended Work Statement attached as Exhibit A. III. Therefore, Section IV Work Compensation Section C will be amended as follows: A. REIMBURSEMENT The COUNTY shall provide financial assistance in an amount up to Three Hundred Seventy-One Three Hundred Thirty-Three dollars ($371,333) subject to the terms of this Agreement and availability of funds. This Agreement price constitutes the COUNTY 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 Exhibit A, contains 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 PEORIA MARICOPA COUNTY ___________________________________ ____________________________________ Authorized Signature Chairman of the Board Signature Date: __________________________ Date: __________________________ Attested To: ____________________________________ Fran McCarroll, Clerk of the Board IN ACCORDANCE WITH A.R.S. § 11-952, THIS AGREEMENT HAS BEEN REVIEWED BY THE UNDERSIGNED WHO HAVE DETERMINED THAT THIS AGREEMENT IS IN PROPER FORM AND WITHIN THE POWER AND AUTHORITY GRANTED UNDER THE LAWS OF THE STATE OF ARIZONA. pg. 1 Contract No. C-22-15-030-3-00 Amendment #1 CITY OF PEORIA MARICOPA COUNTY BY: ______________________________ BY: ______________________________ Legal Counsel for Maricopa County Date: __________________________ Date: __________________________ pg. 2 SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A SECTION III WORK STATEMENTS MARICOPA COUNTY HUMAN SERVICES DEPARTMENT Page 1 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A MARICOPA COUNTY HOME Investment Partnership Program FY 2014-2015 DUNS # 002494128 Agency: City of Peoria Program Year: FY 2014-2015 ($161,333) and Reallocated Program Income ($190,000) Project: Acquisition of Land and Construction of New Housing for owner occupants Type of Property: Single-Family Detached Describe the Scope of Work: The Scope of Work includes the construction of a total of 4 new affordable homes. Two (2) will be constructed on the vacant lots located at 11619 N. 80th Ave and 11629 N. 80th Ave. in Peoria, Arizona and two (2) additional homes will be constructed within the city’s target area. The homes will be sound, safe, LEED for Homes Silver certifiable designs in frame/stucco construction with an attached two car garage, block wall, desert landscaping and drip system. The homes will complement the styles and designs of the homes within the neighborhood. The homes will be sold to low-to-moderate income families in need of affordable housing. The HOME funds will be used towards infrastructure and construction costs. Consolidated Plan – Describe goals to be addressed: Production of New Homebuyer Units Priority rated in the Consolidated Plan: High Medium Low Describe special program or development requirements, environmental, technical or legal obstacles that must be resolved to implement this activity? N/A Page 2 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A A. OBJECTIVES AND OUTCOMES 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 B. LOGIC MODEL: PERFORMANCE INDICATORS OUTPUTS INPUTS/RESOURCES ACTIVITIES PARTICIPATION OUTCOMES OBJECTIVES HOME Program Construction of 4 4 low/moderate Increase the Provide decent Funding, City Staff owner-occupied, income households supply of housing Administration, Client single-family (approximately 10-16 affordable single- Volunteer Sweat Equity homes for low and persons) family, owner- Hours moderate income occupied homes homeowners 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: 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% Households at or below 60% 4 Page 3 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A Households at or below 80% TOTAL 4 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: June 30, 2017 TIMELINE OF ACTIVITIES START COMPLETION MILESTONES DATE DATE Contract Awarded November 2014 December 2014 I/S Design, Approval, Permits & Installation (80th Ave lots) December 2014 March 2016 House Design, Approval, Permits & Construction (80th Ave lots) March 2015 December 2016 Amended IGA and ER to include extra HOME funding April 2015 June 2015 Commit Reallocated Program Income July 1, 2015 Aquire two new vacant lots July 2015 June 2016 I/S Design, Approval, Permits & Installation (New lots) June 2016 December 2016 House Design, Approval, Permits & Construction (New lots) December 2016 March 2017 Sold to Homebuyers December 2016 June 2017 Project Completion June 30, 2017 Any change to the Timeline will need to be approved by the Maricopa County and be submitted to the County. Page 4 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A 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.). A lien with Habitat for Humanity, listed as the Trustor has been placed on the two parcels to secure the project for the timeframe indicated above – completion by June 30, 2017. Once the units are sold to eligible homebuyers, a new lien/deed will be recorded with the homebuyer as the Trustor for the appropriate years of affordability per HUD regulations. Primary residence will be checked annually to ensure compliance. Developer is required to schedule inspections for each permit issued with the City of Peoria’s Building Department to ensure compliance of local and state building codes. Quarterly updates from HFHCAZ will outline their progress to date. G. BUDGET SUMMARY: Page 5 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A ACTIVITY TOTAL HOME HOME Source #2 Source #3 MATCH COST FUNDS FUNDS Foundation Volunteer/In Reallocated and -Kind FY 14/15 Program Corporate Contributions Income Support FY 14/15 NEW CONSTRUCTION or REHAB Construction Costs- 473,400 150,625 180,000 60,118.75 82,656.25 Materials Builder Overhead Builder Profit General Requirements Consultant/Specialist Permits & Fees Construction Contingency Sales Tax Other TOTAL 473,400 $150,625 180,000 60,118.75 82,656.25 CONSTRUCTION INTEREST & FEES & LEGAL FEES Construction Interest Bond Premium Title & recording Insurance Legal Fees Other TOTAL ADMINISTRATION COSTS Program Delivery- 117,608 10,708 10,000 96,900 Personnel Costs Volunteer Labor TOTAL $117,608 $10,708 $10,000 96,900 TOTAL PROJECT $508,351.75 $161,333 $190,000 $60,118.75 $96,900 $82,656.25 COSTS Page 6 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A H. SOURCE AND AMOUNT OF OTHER RESOURCES: (Attach documentation) VOLUNTEER/ CASH IN-KIND FUNDING AGENCY AMOUNT AMOUNT City of Peoria-FY14-15 HOME funds 161,333 City of Peoria-FY14/15 Program Income 190,000 Reallocated Funds Habitat for Humanity 60,118.75 96,900 TOTALS $401,451.75 $96,900 G. 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 Habitat for Humanity CASH 37,656.25 37,656.25 (FY14-15 HOME funds) Habitat for Humanity (FY14-15 PI Reallocated CASH 45,000 45,000 HOME funds) TOTALS $82,656.25 $82,656.25 * Total Match reported here must equal Total Match on the Budget Summary. H. PROGRAM INCOME: PROGRAM INCOME: Will Will not be generated with this activity Submit Program Income log monthly Program Income will be used for: N/A I. COST OVERRUNS Cost overruns will be handled by: Subrecipient / Developer (Habitat for Humanity Central Arizona) will use its General Funds or funds from the “Fund for Humanity Mortgage Pool” to handle any cost overruns. Page 7 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A MARICOPA COUNTY HOME Investment Partnership Program FY 2014-2015 DUNS # 002494128 Agency: City of Peoria Program Year: FY 2014-2015 ($10,000) and Reallocated Program Income ($10,000) Project: Homebuyer Assistance Type of Property: Single Family Units Describe the Scope of Work: To provide homebuyer assistance for four (4) low/moderate income families. Consolidated Plan – Describe goals to be addressed: Increase the supply of affordable owner-occupied housing by providing DPA to low and moderate income families. Describe special program or development requirements, environmental, technical or legal obstacles that must be resolved to implement this activity? Identify homebuyers, sweat equity hours, homeowner counseling, complete construction. 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 B. LOGIC MODEL: PERFORMANCE INDICATORS OUTPUTS INPUTS/RESOURCES ACTIVITIES PARTICIPATION OUTCOMES OBJECTIVES HOME Program Construction of 4 4 low/moderate Increase the Local Strategic Funding, City Staff owner-occupied, income households supply of objective: Administration, Client single-family (approximately 10-16 affordable single- Affordability Volunteer Sweat Equity homes for low and persons) family, owner- Hours moderate income occupied homes Page 8 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A homeowners 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: 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% Households at or below 60% 4 Households at or below 80% TOTAL 4 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: June 30, 2017 TIMELINE OF ACTIVITIES START COMPLETION MILESTONES DATE DATE Families identified and meet the eligibility requirements. Home visit and Family Services Committee review and approval December 2014 December 2015 Sweat Equity hours, lot selection, homeowner counseling classes December 2015 December 2016 Close of escrow and move-in December 2016 June 2017 Page 9 Maricopa County Human Services Department SECTION III WORK STATEMENT AMENDMENT #1 EXHIBIT A Project Completion June 30, 2017 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.). Once sold to an eligible homebuyer, a lien of up to $5,000 will be placed on the property and a deed will be recorded with the Maricopa County Recorder’s Office. The homebuyer will have a 5-year affordability period per HUD regulations. Primary residence will be checked annually to ensure compliance. G. ACTIVITY BUDGET SUMMARY: ACTIVITY TOTAL HOME HOME Source #2 Source #3 MATCH COST FUNDS FUNDS Foundation Volunteer/In FY 14/15 Reallocated and Corporate -Kind Program Support Contributions Income FY 14/15 Homebuyer Assistance 20,000 10,000 10,000 Closing 8,600 8,600 Costs/Counseling TOTAL PROJECT $28,600 $10,000 10,000 $8,600 $5,000 COSTS H. SOURCE AND AMOUNT OF OTHER RESOURCES: (Attach documentation) VOLUNTEER/ IN-KIND FUNDING AGENCY AMOUNT AMOUNT City of Peoria-FY14-15 HOME funds 10,000 City of Peoria-FY14-15 Program Income 10,000 Reallocated HOME funds Habitat for Humanity 8,600 TOTALS $28,600 Page 10 Maricopa County Human Services Department 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 Habitat for Humanity CASH $5,000 $5,000 TOTALS $5,000 $5,000 * Total Match reported here must equal Total Match on the Budget Summary. B. PROGRAM INCOME: PROGRAM INCOME: Will Will not be generated with this activity Submit Program Income log monthly Program Income will be used for: N/A Cost overruns will be handled by: There will be no cost overruns, as there are only two units available and therefore only two possible families to receive homebuyer assistance. Page 11 Maricopa County Human Services Department