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Contract No. C-22-17-028-3-05 Amendment No. 5 City of Glendale Page 1 of 20 AMENDMENT NO. 5 TO THE INTERGOVERNMENTAL AGREEMENT BETWEEN MARICOPA COUNTY ADMINISTERED BY ITS HUMAN SERVICES DEPARTMENT AND CITY OF GLENDALE I. Maricopa County (“County”) administered by its Human Services Department and the City of Glendale (“City”) entered into a financial Intergovernmental Agreement (“Agreement”), which was fully executed on or about January 12, 2017. The purpose of the Agreement is for the City to provide: 1) owner-occupied housing rehabilitation, including replacement of existing housing ($261,703), and 2) land acquisition and construction of new housing ($252,412). The County provided the City with $514,115 in 2016 HOME Investment Partnerships Program (HOME) funds from the U.S. Department of Housing and Urban Development (HUD). The Agreement term is July 1, 2016, through January 12, 2019. Expenditures for the Agreement activities shall be reimbursable through January 12, 2019. The County and the City may be referred to individually as “Party” or collectively as “Parties.” The Parties fully executed Amendment No. 1 on or about March 8, 2018. The Amendment extended the term of the Agreement from January 12, 2019 through September 30, 2021. The County provided the City an increase in funding in the amount of $515,985 for 2017 HOME funds. The Amendment added two (2) Work Statements: 2017a, and Work Statement 2017b which addressed the following: • 2017a Work Statement – the City to rehabilitate three (3) additional owner- occupied single-family housing units for low-income residents. The County provided the City with $260,109 for this activity. The expenditure time frame was through September 30, 2021. • 2017b Work Statement – the City to acquire land and complete new construction of three (3) single-family homes. The County provided the City with $255,876 for this activity. The expenditure time frame is through September 30, 2021. The Agreement was increased to $1,030,100. The Parties fully executed Amendment No. 2 on or about March 27, 2019. The County provided the City an increase in funding in the amount of $718,852 in 2018 HOME funds. The Amendment added two (2) Work Statements: 2018 A, and Work Statement 2018 B which addressed the following: • 2018 A Work Statement – the City to provide owner occupied housing rehabilitation. The County provided the City with $463,852 for this activity. The expenditure time frame is through September 30, 2022. • 2018 B Work Statement – the City to construct single family housing and to provide homebuyer assistance. The County provided the City with $255,000 for this activity. The expenditure time frame is through September 30, 2022. The Agreement was increased to $1,748,952. Contract No. C-22-17-028-3-05 Amendment No. 5 City of Glendale Page 2 of 20 The Parties fully executed Amendment No. 3 on or about October 14, 2019. The Amendment extended the Agreement term through September 30, 2023. The Amendment also extended the expenditure timeline of the 2016 project activities through September 30, 2021. The County provided the City an increase in funding in the amount of $669,968.56 in 2019 HOME funds. The Amendment added three (3) Work Statements: 2019 A, Work Statement 2019 B, and Work Statement 2019 C which addressed the following: • 2019 A Work Statement – the City to provide owner occupied housing rehabilitation or reconstruction activities. The County provided the City with $200,311.39 for this activity. The City shall utilize $63,083.87 in HOME PY2019 Program Income funds towards these activities The expenditure time frame is through September 30, 2023. • 2019 B Work Statement – the City to acquire land, construct a single family home and provide homebuyer assistance. The County provided the City with $79,220 for this activity. The expenditure time frame is through September 30, 2023. • 2019 C Work Statement – the City to utilize $390,437.17 funds for new construction of multi-family rental housing. The expenditure time frame is through September 30, 2023. The Agreement was increased to $2,418,920.56. The Parties fully executed Amendment No. 4 on or about April 21, 2021. The Amendment revised Agreement required language and addressed changes to the following Work Statements: • 2016 Work Statement - Reduced the funding under 2016 Work Statement Housing Rehabilitation funding amount from $261,703 to $96,202.94 and replaced with 2016 Revised Work Statement Housing Rehabilitation/Replacement. The expenditure deadline for this 2016 Revised Work Statement was through September 30, 2022. • Removed 2016 Work Statement - Acquisition of Land and Construction of New Housing and allocated the funds $252,412 to 2016 New Work Statement New Construction. The expenditure deadline for this 2016 New Work Statement was extended to September 30, 2022. • Added 2016 New Work Statement Tenant Based Rental Assistance. The County reallocated unexpended funds $165,500.06 from the previous 2016 Work Statement Housing Rehabilitation for this 2016 New Work Statement. The expenditure deadline for this 2016 New Work Statement was through September 30, 2022. • Removed 2017a Work Statement and replaced with 2017c Work Statement Tenant Based Rental Assistance. The 2017c Work Statement $260,109 was funded with previously approved 2017a Work Statement funding. The expenditure deadline for this new 2017c Work Statement is through September 30, 2023. • Replaced 2018 Work Statement A Housing Rehabilitation with 2018 Work Statement C Tenant Based Rental Assistance. The County funding $463,852 from the 2018 Work Statement A it was reallocated to the new 2018 Work Statement C. The expenditure deadline for this new 2018 Work Statement C is through September 30, 2023. The overall Agreement funding amount remains unchanged at $2,418,920.56. Contract No. C-22-17-028-3-05 Amendment No. 5 City of Glendale Page 3 of 20 II. The Parties agree to enter into this Amendment No. 5 to the Agreement as follows: A. Change Lead Agency Maricopa County Representative: Shawn Pierce, Deputy Director, Human Services Department Phone: 602-506-5006 E-Mail: shawn.pierce@maricopa.gov Address: 234 North Central, 3rd Floor Phoenix AZ 85004 B. Extend the Agreement term from September 30, 2023, through September 30, 2025 C. Revise Section 3 (Work Statements) to address the following: 1. Add an additional Work Statement hereinafter referred as “Work Statement A 2020” is attached and incorporated into the Agreement. This Work Statement is for the City to acquire land and construct three single-family homes in the City and provide down payment assistance to eligible homebuyers. If the City has completed the required Environmental Review, payments for expenditures may be retroactive to July 1, 2022. All work performed, or costs incurred, or expenses shall be reimbursable through September 30, 2025. The County shall provide the City with $266,197 for the Work Statement activities. The funding for this Work Statement is provided by PY2020 HOME Investment Partnerships Program through HUD funds, under ALN 14.239. 2. Add an additional Work Statement hereinafter referred to as “Work Statement B 2020 and 2021 TBRA” is attached and incorporated into the Agreement. Work Statement B is for the City to provide Tenant Based Rental Assistance (TBRA) to 55 eligible households in the City of Glendale. If the City has completed the required Environmental Review, expenditures may be retroactive to July 1, 2022. All work performed, or costs incurred expenses shall be reimbursable through September 30, 2025. The County shall provide the City with $1,124,946.00 (PY 2020: $438,450 and PY2021: $686,496) for these Work Statement activities. The funding for this Work Statement is provided by HOME Investment Partnerships Program through the HUD funds, under ALN 14.239. 3. Add an additional Work Statement hereinafter referred to as “Work Statement C 2021 HOME-ARP” is attached and incorporated into the Agreement. The Work Statement is for the City to provide Section VI.D.3.a (McKinney-Vento Supportive Services) and Section VI.D.3.b (Homelessness Prevention Services) but excluding Housing Counseling Services [deleted] under Section VI.D.3.c, to an estimated 1,000 eligible residents. If the City has completed the required Environmental Review, payments for expenditures may be retroactive to July 1, 2022. All services provided, or costs incurred, or expenses shall be reimbursable through September 30, 2025. The County shall provide the City with $2,876,844 for these Work Statement activities. The funding for this Work Statement is provided by HOME-ARP HUD funds, under ALN 14.239. Contract No. C-22-17-028-3-05 Amendment No. 5 City of Glendale Page 4 of 20 4. Add an additional Work Statement hereinafter referred to as “Work Statement D 2022 Acquisition and/or New Construction of Multi-Family Rental Housing” is attached and incorporated into the Agreement. The Work Statement is for the City to acquire land and construct a multi-family rental Housing unit. If the City has completed the required Environmental Review, payment for expenditures may be retroactive to July 1, 2022. All work performed, or costs incurred, or expenses shall be reimbursable through September 30, 2025. The County shall provide the City with $764,833 for these Work Statement activities. The funding for this Work Statement is provided by PY 2022 HOME Investment Partnerships Program through the HUD funds, under ALN 14.239. 5. Funding for Amendment No. 5 is $5,032,820. With that additional funding the total funding for the Agreement has now increased from $2,418,920.56 to a not-to exceed amount of $7,451,740.56. III. Section II above contains all the changes made by this Amendment No. 5. All other terms and conditions of the Agreement and previously approved Amendments shall remain the same and in full force and effect as approved. IV. The Parties have authorized the undersigned to execute this Amendment No. 5 on their behalf, and it shall be effective upon approval and signature by both Parties. [Signatures contained on following page] Contract No. C-22-17-028-3-05 Amendment No. 5 City of Glendale Page 5 of 20 IN WITNESS, the Parties have approved and signed this Amendment No. 5: APPROVED BY: CITY OF GLENDALE APPROVED BY: MARICOPA COUNTY ___________________________________ Kevin Phelps Date City Manager ____________________________________ Clint Hickman Date Chairman of the Board of Supervisors Attested To: Julie K. Bower Date City Clerk Attested To: ____________________________________ Juanita Garza Date Clerk of the Board IN ACCORDANCE WITH A.R.S. §§ 9-240 AND 11-952, THIS AMENDMENT NO. 5 HAS BEEN REVIEWED BY THE UNDERSIGNED ATTORNEY WHO HAS DETERMINED IT IS PROPER IN FORM AND WITHIN THE POWERS AND AUTHORITY GRANTED TO THE CITY OF GLENDALE UNDER THE LAWS OF THE STATE OF ARIZONA. APPROVED AS TO FORM: ___________________________________ City Attorney Date IN ACCORDANCE WITH A.R.S. §§ 11-201, 11-251, AND 11-952, THIS AMENDMENT NO. 5 HAS BEEN REVIEWED BY THE UNDERSIGNED ATTORNEY WHO HAS DETERMINED IT IS PROPER IN FORM AND WITHIN THE POWERS AND AUTHORITY GRANTED TO MARICOPA COUNTY UNDER THE LAWS OF THE STATE OF ARIZONA. APPROVED AS TO FORM: ____________________________________ Kim Miles, Date Deputy County Attorney Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement A 2020 City of Glendale Page 6 of 20 MARICOPA COUNTY Work Statement A - Acquisition of Land and Construction of New Housing HOME Investment Partnerships Program Program Year 2020 Consortium Member: City of Glendale, Arizona Project: Construction of New Single Family Housing Single Funding: $266,197 (from EN) Type of Property: Single Family 1. FUNDING: PROGRAM YEAR ENTITLEMENT (EN) ADMINISTRATION (AD) PROGRAM INCOME (PI) (non- reimbursable, IDIS draw only) TOTAL BUDGET PY 2020 $266,197 $0 $0 $266,197 2. DETAILED SCOPE OF WORK: 2.1 Consolidated Plan goal as it relates to this activity: High Priority. 2.2 Type of assistance/activity to be provided with HOME funds: Construction of New Housing. A portion of the funds will be used to provide down payment assistance to the homebuyers. 2.3 Methods and instruments used for ensuring affordability: 2.3.1 The HOME funds will be secured by a Deed of Trust and Promissory Note: The City of Glendale will utilize the Recapture Provision secured by Deed and Promissory Note. 2.4 Anticipated use of Program income: Current City policy reinvests all HOME program income and recaptured funds into its Tenant-Based Rental Assistance Program. If this policy changes during the term of this agreement, the City will reinvest program funds to other activities eligible under 24 CFR 92. 3. OBJECTIVES AND OUTCOMES: OBJECTIVE OUTCOMES AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY DECENT HOUSING Single-Family Housing Rehab and Emergency Rehab, Homebuyer Assistance Homebuyer Activities, Acquisition/Rehab of housing, Acquisition/New Construction of housing. Housing Activities in a targeted revitalization area Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement A 2020 City of Glendale Page 7 of 20 4. PROPOSED BENEFICIARIES: Targeted Population by Income Level Number of Households Total Number of Units Households at or below 50% 0 0 Households at or below 60% 0 0 Households at or below 80% 3 3 TOTAL 3 3 5. PRIORITY POPULATIONS: Complete the table below only if the Activity will specifically set-aside units for a priority population. Priority Populations No. of Units Elderly 0 Physically Disabled 0 Other Priority Populations: Veterans 0 6. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: MILESTONES START DATE COMPLETION DATE HOME Contract approved by City Council 12/15/22 1/30/23 Qualify Low Income Homeowner 1/30/23 3/31/23 Scope of Work Completed Completed Environmental Review Completed Completed Developer selected Completed Completed Contractor selected Completed Completed Home Set up Report to County 02/15/23 02/28/23 Construction to commence 3/31/23 10/31/23 Certificate of Occupancy 9/30/23 11/30/23 Unit Occupied by Low/Moderate Income Person/Family 11/30/23 11/30/23 Completion Report submitted to City 11/30/23 12/31/23 Any change to the Timeline will need to be submitted to and approved by Maricopa County. 7. ACTIVITY BUDGET SUMMARY: ACTIVITIES HOME FUNDS PY 2020 Additional Sources (defined in #8 and #9) TOTAL COST NEW CONSTRUCTION Construction Costs-Materials $236,197 $236,197 Site Work $0 Developer Fee $0 Homebuyer Assistance $30,000 $30,000 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement A 2020 City of Glendale Page 8 of 20 Acquisition of Land $0 Administration-including Volunteer Labor $0 TOTAL $266,197 $266,197 8. SOURCE AND AMOUNT OF OTHER RESOURCES: FUNDING AGENCY AMOUNT VOLUNTEER/IN-KIND AMOUNT Habitat for Humanity $0 $66,550 9. MATCH: TYPE SOURCE/FUNDING AGENCY TOTAL Cash or cash equivalents from a non-federal source Sponsorships and volunteer labor/Habitat for Humanity $66,550 TOTALS $66,550 Match commitment must equal 25% of the HOME funds requested. Documentation is due at the time of each request for payment. Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement B TBRA City of Glendale Page 9 of 20 MARICOPA COUNTY Work Statement B – 2020/2021 TBRA HOME Investment Partnerships Program Program Years 2020 and 2021 Consortium Member: City of Glendale, Arizona Project: Tenant Based Rental Assistance (TBRA) County Funding: TOTAL – $1,124,946.00 PY2020 - $438,450 ($394,410 from EN; $44,040 from AD) PY2021 - $686,496 – ($643,590 from EN; $42,906 from AD) Other Funding: TOTAL - $320,192.97 (non-reimbursable, IDIS draw only) PY2019 - $63,083.87 (PI) PY2020 - $87,917.74 ($67,917.74 from PI; $20,000 from recapture) PY2021 - $39,955.36 ($30,603.80 from PI; and $9,351.56 from recapture) PY2022 - $129,236.00 ($119,236.00 from PI; and $10,000 from recapture) Type of Property: Single and Multi-Family Rental 1. FUNDING: PROGRAM YEAR ENTITLEMENT (EN) ADMIN (AD) PI (ADMIN) (non-reimbursable, IDIS draw only) PI (Activity) (non-reimbursable, IDIS draw only) RECAPTURE (non-reimbursable, IDIS draw only) TOTAL BUDGET PY 2019 $0 $0 $6,308.39 $56,775.48 $0 $63,083.87 PY 2020 $394,410 $44,040 $6,719.77 $61,197.97 $20,000 $526,367.74 PY 2021 $643,590 $42,906 $3,060.38 $27,543.42 $9,351.56 $726,451.36 PY 2022 $0 $0 $0 $119,236.00 $10,000 $129,236.00 TOTAL $1,038,000 $86,946 $16,088.54 $264,752.87 $39,351.56 $1,445,138.97 2. DETAILED SCOPE OF WORK: 2.1 Tenant Based Rental Assistance within the City is certified a “High” priority in the Consolidated Plan. 2.2 Type of assistance/activity to be provided with HOME funds: Tenant Based Rental Assistance. Funding stipulated in this scope of work will be added into the City’s existing Subrecipient Agreement with A New Leaf, pending environmental clearance and City Council action. 2.3 Methods and instruments used for ensuring affordability: The maximum amount of monthly assistance paid to, or on behalf of, a family may not exceed the difference between a rent standard for the bedroom size and 30% of the family’s monthly adjusted income. The subrecipient will determine that household income does not exceed 60% or area median income prior to initial occupancy, and will recertify beneficiaries for up to one additional year of assistance, as allowable by 24 CFR 92. Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement B TBRA City of Glendale Page 10 of 20 3. OBJECTIVES AND OUTCOMES: 4. LOGIC MODEL: PERFORMANCE INDICATORS: INPUTS/RESOURCES In order to accomplish proposed activities, the Subrecipient will need the following: ACTIVITIES In order to address the issue, the Subrecipient will conduct the following activities: OUTPUTS Once completed, these activities will produce the following: OUTCOMES When completed, these activities will lead to the following changes: IMPACT Long term changes: HOME funding Provide rental subsidies to low- income households who are homeless or at risk of becoming homeless. Low-income households will be provided access to affordable rental housing opportunities. Low-income families will be provided a more stable living situation leading to self- sufficiency. Stable neighborhoods; Access to affordable housing. Self- sufficiency. 5. PROPOSED BENEFICIARIES: Targeted Population by Income Level Number of Households PY 2018 Number of Households PY 2019 Number of Households PY 2020 Number of Households PY 2021 Total Number of Units Households at or below 50% 0 0 0 0 0 Households at or below 60% 2 3 18 32 55 Households at or below 80% 0 0 0 0 0 TOTAL 2 3 18 32 55 OBJECTIVE OUTCOMES AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY DECENT HOUSING Single-Family Housing Rehab and Emergency Rehab, Homebuyer Assistance Homebuyer Activities, Acquisition/Rehab of rental housing, Acquisition/New Construction of rental housing, Preservation of existing public housing units and TBRA, Expansion of assisted rental units in the private marketplace Housing Activities in a targeted revitalization area Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement B TBRA City of Glendale Page 11 of 20 6. 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 PY 2018 No. of Units PY 2019 No. of Units PY 2020 No. of Units PY 2021 Total Elderly 0 0 0 0 0 Physically Disabled 0 0 0 0 0 Other Priority Populations: Homeless 2 3 18 32 55 7. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: MILESTONES START DATE COMPLETION DATE HOME Contract Amendment signed by City 12/15/22 1/30/23 Environmental Program Clearance 1/30/23 2/15/23 Subrecipient Agreement Amended 12/15/23 1/30/23 Application Intake-Certification of Income Eligibility 2/1/23 10/31/23 Application Review 2/1/23 11/30/23 Initial HQS Property Inspection 3/1/23 12/30/23 HOME Set up Report to County 2/1/23 12/30/23 Unit Occupied by Low/Moderate Income Person/Family 3/1/23 12/30/24 Completion Report submitted to County 4/1/23 1/30/25 Any change to the Timeline shall need to be submitted to and approved by Maricopa County. 8. ACTIVITY BUDGET SUMMARY: TBRA ACTIVITIES 2020 HOME FUNDS 2021 HOME FUNDS Additional Sources* (defined in Table 9 & 10) TOTAL COST RENTAL COSTS Monthly Rent; Utility Costs; Sec. Dep; Utility Deposit; program delivery expenses $394,410 $643,590 $304,104.43 $1,342,104.43 HOME ADMINISTRATION $44,040 $42,906 $16,088.54 $103,034.54 TOTAL $438,450 $686,496 $320,192.97 $1,445,138.97 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement B TBRA City of Glendale Page 12 of 20 9. SOURCE AND AMOUNT OF OTHER RESOURCES: FUNDING AGENCY CASH AMOUNT City of Glendale Program Income (PY 2019) $63,083.87 City of Glendale Program Income (PY 2020) $67,917.74 City of Glendale Recapture (PY 2020) $20,000.00 City of Glendale Program Income (PY 2021) $30,603.80 City of Glendale Recapture (PY 2021) $9,351.56 City of Glendale Program Income (PY 2021) $119,236.00 City of Glendale Recapture (PY 2021) $10,000.00 TOTAL $320,192.97 10. MATCH: Match commitment must equal 25% of the HOME funds requested. Documentation is due at the time of request for payment(s). TYPE SOURCE/FUNDING AGENCY TOTAL Cash or cash equivalents from a non-federal source Previously expended HOME-eligible expenditures/A New Leaf $259,500.00 TOTAL $259,500.00 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 13 of 20 MARICOPA COUNTY Work Statement C – 2021 HOME-ARP HOME Investment Partnerships Program – American Rescue Plan Program Year 2021 HOME-ARP Consortium Member: City of Glendale, Arizona HOME-ARP Funds: $2,876,844 ($2,643,586 from entitlement and $233,258 from admin) Activity Type: Supportive Services Activity Name: Glendale Homeless Solutions Alliance 1. FUNDING: HOME-ARP HOME-ARP ADMIN TOTAL $2,643,586 $233,258 $2,876,844 2. DETAILED SCOPE OF WORK: 1. Consolidated Plan Goal as it relates to this activity: High Priority 2. Type of assistance to be provided with HOME-ARP funds: the City of Glendale will expend all HOME-ARP funds for supportive services to benefit qualified populations in accordance with HUD CPD Notice CPD-21-10 (the “Notice”). These services may include all those eligible per the Notice under Section VI.D.3.a (McKinney-Vento Supportive Services) and Section VI.D.3.b (Homelessness Prevention Services). The City will not expend funds for Housing Counseling Services eligible under Section VI.D.3.c of the Notice. Eligible expenses include costs associated with the following: child care; education services; employment assistance and job training; food; housing search and counseling services; legal services; life skills training; mental health services; outpatient health services; outreach services; substance abuse treatment services; transportation; case management; mediation; credit repair; landlord/tenant liaison services; services for special populations (i.e. victims of domestic violence and others); financial assistance costs; and short and medium term financial assistance for rent. 3. Services to be provided through this Amendment will be delivered through an existing City Subrecipient (Central Arizona Shelter Services or “CASS”) and directly by the City of Glendale. The City will execute a HOME-ARP Subrecipient Agreement with CASS to secure all funds for the City’s Master Services Agreement. The City will also reserve HOME-ARP funds to hire two (2) Success Coaches to provide case management services to homeless clients receiving services through internal programs. 4. Methods and instruments used for ensuring affordability: not applicable; the City of Glendale will not undertake any activities with HOME-ARP funds that require of affordability compliance. 5. All HOME-ARP activities will comply with the guidance provided in Notice CPD-21-10: Requirements for Use of Funds in the HOME-ARP Program, as amended. Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 14 of 20 3. ACTIVITY GOALS: Activity Goal ACTIVITY GOALS Development of Affordable Rental Housing Supportive Services Acquisition and Development of Non-Congregate Shelters Tenant Based Rental Assistance Estimated Number of New Units/ Beds Developed NA 0 NA NA Estimated Number of Households to Benefit NA 1,000 NA NA 4. LOGIC MODEL: PERFORMANCE INDICATORS: INPUTS/RESOURCES In order to accomplish proposed activities, the subrecipient will need the following: ACTIVITIES In order to address the issue, the subrecipient will conduct the following activities: OUTPUTS Once completed, these activities will produce the following: OUTCOMES When completed, these activities will lead to the following changes: IMPACT Long term changes: HOME-ARP, ESG- CV2, CDBG-CV1 & 3, ESG (FY 2022-23 & 2023-24) Comprehensive homelessness response to include supportive services allowable under HUD CPD Notice 21-10. Approximately 1,500 individuals in 1,000 households will be provided with services determined with on a case- specific basis. Comprehensive services and case management will result in lower levels of homelessness and increased levels of self- sufficiency for clients. Reduction in levels of homelessnes s and an increases in household self- sufficiency. 5. QUALIFIED POPULATIONS OF PROPOSED BENEFICIARIES Qualified Populations Number Individuals Number of Families Homeless 750 650 At Risk of Homelessness 100 50 Fleeing, or Attempting to Flee, Domestic Violence, Dating Violence, Sexual Assault, Stalking, or Human Trafficking 150 50 Other Populations: (1) Other Families Requiring Services or Housing Assistance to Prevent 200 100 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 15 of 20 Homelessness Other Populations: (2) At Greatest Risk of Housing Instability 150 50 Veterans and Families that include a Veteran Family Member (that meet one of the preceding populations) 150 100 TOTAL 1,500 1,000 (Only required for Development of Affordable Housing) HOME-ARP Rental Housing Occupancy Requirements Number of Units Total Number of Units Percentage of Units HOME-ARP Units assisted based on status as qualifying household (Minimum 70%) NA NA NA HOME-ARP Units assisted based on income eligibility (not to exceed 30%) NA NA NA TOTAL NA NA NA 6. PREFERENCES AMONG QUALIFYING POPULATIONS, REFERRAL METHODS, AND SUBPOPULATIONS: 1. Identify the intent to give preference to one or more qualifying populations or a subpopulation within one or more qualifying populations for any eligible activity or project: As described in the Consortium’s HUD-approved HOME-ARP Allocation Plan, the City will not give preference to any qualifying population and will provide services to any qualifying population as needed. 2. Referral Methods for Project or Activity: Access to services through CASS will occur primarily at the Norton Ramsey Empowerment Center (NREC) located in downtown Glendale, as well as through referrals from the City of Glendale and other subrecipients that operate programs that address homelessness. Clients of the City’s internal coaching case management services will be selected from an existing client base of Community Action Program and Glendale Public Housing Authority clients. 3. Waitlist Procedures: The Glendale Homeless Solutions Alliance does not operate on a wait list system. CASS and its partners provide services as requested by clients. 7. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: MILESTONES START DATE COMPLETION DATE City Council Approval of IGA Amendment with Maricopa County 12/15/22 1/30/23 Maricopa County Board of Supervisors approval of IGA Amendment 2/14/23 2/14/23 Environmental Review Completed 12/15/22 1/30/23 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 16 of 20 Contract amendment to recommit funds to subrecipient 1/30/23 2/14/23 25% expenditure of funds 2/15/23 8/15/23 50% expenditure of funds 8/15/23 2/15/24 75% expenditure of funds 2/16/24 8/15/24 100% expenditure of funds 8/16/24 8/16/26 Final reporting 8/17/26 9/30/26 Any change to the Timeline shall need to be submitted to and approved by Maricopa County. 8. ACTIVITY BUDGET SUMMARY: COSTS HOME-ARP FUNDS HOME-ARP ADMIN Additional Sources* (defined in Table 9) TOTAL COST Supportive Services under the Master Services Agreement (CASS) – payroll and EREs, rapid rehousing and eviction prevention and other related eligible expenditures $2,003,586 $0 $1,750,000 $3,753,586 Administration – supplies, materials, training, licensing, equipment, software, etc. as well as payroll and EREs not eligible as direct delivery expenses. $0 $233,258 $0 $233,258 Case management coaching services (City of Glendale Temporary positions; payroll and EREs, training, equipment, others) $640,000 $0 $ $640,000 TOTAL $2,643,586 $233,258 $1,750,000 $4,626,844 9. SOURCE AND AMOUNT OF OTHER RESOURCES: FUNDING AGENCY CASH AMOUNT VOLUNTEER/ IN-KIND AMOUNT COG – ESG-CV2 (remaining budget) $850,000 $0 COG – FY 2022-23 and 2023-24 ESG $400,000 $0 COG – CDBG CV $500,000 $0 TOTAL $1,750,000 $0 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 17 of 20 10. MATCH: Matching Contribution Requirements. The requirements of 24 CFR 92.218 through 24 CFR 92.222 and any other requirements for matching contributions in 24 CFR part 92 shall not apply to HOME-ARP funds, as subsection (c)(1) of ARP states that the underlying statutory requirement at section 220 of NAHA (42 U.S.C. 12750) does not apply to HOME-ARP funds. 11. ADDITIONAL PROJECT OR ACTIVITY INFORMATION: (If applicable) Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 18 of 20 MARICOPA COUNTY Work Statement D 2022 – Acquisition and/or New Construction of Multi-Family Rental Housing HOME Investment Partnerships Program Program Year 2022 Consortium Member: City of Glendale, Arizona Project: New Construction of Rental Housing Funding: $764,833 (from EN) Type of Property: Multi-Family 1. FUNDING PROGRAM YEAR ENTITLEMENT (EN) ADMINISTRATION (AD) PROGRAM INCOME (PI) (non- reimbursable, IDIS draw only) RECAPTURE TOTAL BUDGET PY 2022 $764,833 $0 $0 $0 $764,833 2. DETAILED SCOPE OF WORK: a. Consolidated Plan goals as it relates to this activity: High b. Type of assistance/activity to be provided with HOME funds: New construction of multi- family housing c. Methods and instruments used for ensuring affordability: The City will secure HOME funds with a Deed of Trust, Promissory Note or other appropriate lien instrument that will include a recapture provision. d. Anticipated use of program income/project proceeds: Current City policy reinvests all HOME program income and recaptured funds into its Tenant-Based Rental Assistance Program. If this policy changes during the term of this agreement, the City will reinvest program funds to other activities eligible under 24 CFR 92. 3. OBJECTIVES AND OUTCOMES: OUTCOMES AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY DECENT HOUSING Single Family Housing Rehab and Emergency Rehab, Homebuyer Assistance Homebuyer Activities, Acquisition/Rehab of housing, Acquisition/New Construction of housing. Housing Activities in a targeted revitalization area Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 19 of 20 4. LOGIC MODEL: PERFORMANCE INDICATORS: INPUTS/RESOURCES In order to accomplish proposed activities, the subrecipient will need the following: ACTIVITIES In order to address the issue, the subrecipient will conduct the following activities: OUTPUTS Once completed, these activities will produce the following: OUTCOMES When completed, these activities will lead to the following changes: IMPACT Long term changes: HOME funding Acquisition and new construction of rental housing Renter- occupied multi-family affordable units LMI renters will have safe, decent, sanitary and affordable housing Increase in supply of affordable rental units 5. PROPOSED BENEFICIARIES: Targeted Population by Income Level Number of Households Total Number of Units Households at or below 30% AMI 0 0 Households at or below 50% AMI 0 0 Households at or below 60% AMI 0 0 Households at or below 80% AMI 7 7 TOTAL 7 7 6. 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 Populations: Veterans 0 7. PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: MILESTONES START DATE COMPLETION DATE HOME Amendment executed by City 12/15/22 1/30/23 Market Study 12/13/22 4/30/23 Underwriting 12/31/23 7/1/23 Environmental Review 1/30/23 3/30/23 Obtain Site Control 5/1/23 8/1/23 Contract No. C-22-17-028-3-05 Amendment No. 5 Work Statement C 2021 HOME-ARP City of Glendale Page 20 of 20 Developer Selected and Signed Development Contract 1/30/23 4/30/23 Acquisition and/or Construction to commence 10/1/23 12/1/24 Certificate of Occupancy 11/1/24 12/31/24 Unit Occupied by Low/Moderate Income Person/Family 11/1/24 12/31/24 Any change to the Timeline will need to be submitted to and approved by Maricopa County. ACTIVITY BUDGET SUMMARY: ACTIVITIES HOME FUNDS PY 2022 Additional Sources (defined in #8 & #9) TOTAL COST NEW CONSTRUCTION Construction Costs-Materials $764,833 TBD TBD Site Work $0 TBD TBD Developer Fee $0 TBD TBD Homebuyer Assistance $0 $0 $0 Acquisition of Land $0 TBD TBS Administration-including Volunteer Labor $0 $0 $0 TOTAL $764,833 TBD TBD 8. SOURCE AND AMOUNT OF OTHER RESOURCES: FUNDING AGENCY CASH AMOUNT VOLUNTEER/ IN-KIND AMOUNT Private capital TBD $TBD $0 TOTALS $TBD $0 9. MATCH: TYPE SOURCE/FUNDING AGENCY TOTAL Cash or cash equivalents from a non-federal source Habitat for Humanity of Central Arizona $191,209 TOTALS $191,209 Note: HOME funds will be used to leverage one or more equity investments through the Low-Income Housing Tax Credit (LIHTC) program. The City is in the process of securing developers with current or pending awards and will be able to quickly recommit HOME funds for one or more projects at the time of financial closing. Until underwriting is completed for these projects, the total non-HOME investment cannot be determined at the time of commitment of HOME funds between Maricopa County and the City.