TOWN OF GILBERT IGA HOME.PDF

Maricopa County — Formal (2020-10-21)

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Town of Gilbert 
INTERGOVERNMENTAL AGREEMENT 
BETWEEN 
MARICOPA COUNTY 
ADMINISTERED BY ITS 
HUMAN SERVICES DEPARTMENT 
AND 
THE TOWN OF GILBERT 
 
Agreement Amount: $274,650 
Agreement Start Date: October 21, 2020 
Agreement Termination Date: September 30, 2024 
Agreement Number:  
 
 
 
CFDA Number: 14.239, HOME Investment Partnerships Program 
DUNS Number: 142672570 
 
This Intergovernmental Agreement (“Agreement”) is entered between Maricopa County, 
administered by its Human Services Department (“County”), and the Town of Gilbert (hereinafter 
referred to as the “Town”). The Town and the County are collectively referred to in this Agreement 
as the “Parties” and individually as a “Party.”  
  
The County shall provide financial reimbursement in the amount listed above, subject to the terms 
of this Agreement and the availability of funds. The Agreement Amount constitutes the County’s 
entire participation and obligation in the performance and completion of all work to be performed 
under this Agreement. 
 
The Town for and in consideration of the covenants and conditions set forth in this Agreement 
shall provide and perform the services set forth in this Agreement. All rights and obligations of the 
Parties shall be governed by the terms of this Agreement and its exhibits, attachments, and 
appendices, including any Subcontracts, Amendments, or Change Orders as set forth in this 
Agreement and in: 
 
Section 1 – General Provisions   
Section 2 – Special Provisions  
Section 3 – Work Statement 
Section 4 – Compensation  
Section 5 – Attachments  
 
Lead Agency: Maricopa County 
Representative: Rachel Milne, Assistant Director, Housing and Community Development Division 
Phone: 602-372-1528 
 
E-mail : Rachel.Milne@maricopa.gov 
 
Address: 234 North Central Avenue, Third Floor, Phoenix, Arizona 85004 
 
Town: Town of Gilbert 
Representative: Patrick Banger, Town Manager 
Representative: Mary Goodman, Deputy Town Manager 
Phone: 480-503-6864 
E-mail: Patrick.banger@gilbertaz.gov 
Address: 50 E Civic Center Dr., Gilbert AZ 85296

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Town of Gilbert 
Notice under this Agreement shall be given by either personal delivery or by registered or certified 
mail, postage prepaid and return receipt requested, to the persons at the addresses set forth 
above and shall be effective upon receipt if personally delivered and three (3) business days after 
being placed in the U.S., properly addressed, with sufficient postage, if sent by registered or 
certified mail. Business days means Monday through Friday, unless recognized as a federal or 
State of Arizona holiday. 
 
This Agreement contains all the terms and conditions agreed to by the Parties. No other 
understandings, oral or otherwise, regarding the subject matter of this Agreement shall be 
deemed to exist or to bind any of the Parties to this Agreement. Nothing in this Agreement shall 
be construed as consent to any lawsuits, or waiver of any defenses in a lawsuit brought against 
Maricopa County or the Town in any state or federal court. 
IN WITNESS, the Parties have signed this Agreement: 
APPROVED BY: 
MARICOPA COUNTY 
 
  
 
 
 
 
 
 
Chairman, Board of Supervisors            Date 
 
APPROVED BY: 
TOWN OF GILBERT 
 
  
 
 
 
 
 
 
Scott Anderson, Interim Mayor              Date 
 
Attested to: 
 
 
 
 
 
 
 
 
 
Clerk, Board of Supervisors                   Date 
Attested to: 
 
 
 
 
 
 
 
 
 
Town Clerk                                                Date 
IN ACCORDANCE WITH A.R.S. §§ 11-201, 
11-251, AND 11-952, THIS AGREEMENT HAS 
BEEN REVIEWED BY THE UNDERSIGNED 
ATTORNEY WHO HAS DETERMINED THIS 
AGREEMENT IS PROPER IN FORM AND 
WITHIN THE POWERS AND AUTHORITY 
GRANTED TO MARICOPA COUNTY UNDER 
THE LAWS OF THE STATE OF ARIZONA. 
IN ACCORDANCE WITH A.R.S. §§ 9-240 and 
11-952, THIS AGREEMENT HAS BEEN 
REVIEWED 
BY 
THE 
UNDERSIGNED 
ATTORNEY WHO HAS DETERMINED THIS 
AGREEMENT IS PROPER IN FORM AND 
WITHIN THE POWERS AND AUTHORITY 
GRANTED TO THE TOWN OF GILBERT 
UNDER THE LAWS OF THE STATE OF 
ARIZONA. 
Approved as to form: 
 
 
 
 
 
 
 
                
 
Deputy County Attorney                         Date 
Approved as to form: 
 
 
 
 
 
 
 
              
 
Attorney for the Town of Gilbert            Date

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Town of Gilbert 
 
 
 
 
SECTION 1 
 
GENERAL PROVISIONS 
 
 
 
 
 
 
MARICOPA COUNTY HUMAN SERVICES DEPARTMENT

Section 1 
General Provisions 
 
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Town of Gilbert 
1.0 
PURPOSE 
The County shall provide the Town with U.S. Department of Housing and Urban 
Development (HUD) HOME Investment Partnerships Program funds for the provision of 
HOME activities as identified in Section 3 (Work Statement). 
 
2.0 
TERM 
The Term of this Agreement shall commence upon the signature of the last signer 
(“Agreement Start Date”) and terminate on the Agreement Termination Date listed on page 
1 of this Agreement.  
 
3.0 
RENEWAL 
This Agreement may be renewed by a written amendment, provided, however, that the 
Town is in full compliance with all terms and conditions of this Agreement. The Town shall 
notify the County in writing of its intent to extend the Agreement term at least ninety (90) 
calendar days prior to the expiration of the original Agreement term, or any additional terms 
thereafter. 
 
4.0 
AMENDMENTS 
4.1 
All Amendments to this Agreement shall be in writing and signed by the Town and 
be requested to the County no later than ninety (90) calendar days prior to contract 
expiration. All requests for amendment made by the Developer shall be sent to the 
County no later than ninety (90) days prior to contract expiration. 
 
5.0 
TERMINATION 
5.1 
Pursuant to A.R.S. § 38-511, the County may cancel this Agreement without penalty 
or further obligation within three years after execution of this Agreement, if any 
person significantly involved in initiating, negotiating, securing, drafting or creating 
this Agreement on behalf of the County at any time while this Agreement or any 
extension of this Agreement is in effect, is or becomes an employee or agent of any 
other party to this Agreement in any capacity or consultant to any other party to this 
Agreement with respect to the subject matter of this Agreement. Additionally, 
pursuant to A.R.S. § 38-511, the County may recoup any fee or commission paid or 
due to any person significantly involved in initiating, negotiating, securing, drafting, 
or creating this Agreement on behalf of the County from any other party to this 
Agreement arising as the result of this Agreement. A cancellation notice made under 
this Subparagraph shall be effective when the recipient receives a written notice of 
cancellation unless the notice specifies a later date. 
5.2 
Pursuant to A.R.S. § 38-511, the Town may cancel this Agreement without penalty 
or further obligation within three years after execution of this Agreement, if any 
person significantly involved in initiating, negotiating, securing, drafting or creating 
this Agreement on behalf of the Town is at any time while the Agreement or any 
extension of the Agreement is in effect, an employee or agent of any other party to 
this Agreement in any capacity or consultant to any other party to this Agreement 
with respect to the subject matter of this Agreement. Additionally, pursuant to A.R.S 
§ 38-511, the Town may recoup any fee or commission paid or due to any person 
significantly involved in initiating, negotiating, securing, drafting or creating this 
Agreement on behalf of the Town from any other party to this Agreement arising as 
the result of this Agreement. A cancellation notice made under this Subparagraph 
shall be effective when the recipient receives a written notice of cancellation unless 
the notice specifies a later date.

Section 1 
General Provisions 
 
 
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Town of Gilbert 
5.3 
Either party may terminate this Agreement at any time by giving the other Parties at 
least sixty (60) calendar days prior notice in writing (unless terminated by the County 
under the Availability of Funds provision). The notice shall be given by either 
personal delivery or by registered or certified mail, postage prepaid and return 
receipt requested to the persons at the addresses set forth on page 1 of this 
Agreement. 
5.4 
The County has the right to terminate this Agreement upon twenty-four (24) hour 
notice when the County deems the health or welfare of the service recipients are 
endangered or the Town’s non-compliance jeopardizes funding source financial 
participation. If not terminated by one of the above methods, then this Agreement 
will terminate upon the expiration of the Term of this Agreement stated on page 1 of 
this Agreement. 
5.5 
In accordance with 2 C.F.R. § 200, the County may suspend or terminate this 
Agreement if the Town violates any term or condition of this Agreement or if the 
Town fails to maintain a good faith effort to carry out the purpose of this Agreement. 
5.6 
The Parties may terminate this Agreement for convenience in accordance with 2 
C.F.R. § 200. The Parties shall agree upon the termination conditions including the 
effective date of the termination. The Party initiating the termination shall notify the 
other Parties in writing stating the reasons for such termination.  
 
6.0 
EFFECT 
To the extent that the Special Provisions conflict with the General Provisions, the Special 
Provisions shall control. To the extent that the Work Statement and the Special or General 
Provisions are in conflict, the Work Statement shall control. To the extent that the 
Compensation Provisions conflict with the General Provisions, Special Provisions or Work 
Statement, the Compensation Provisions shall control. Nothing in this Agreement shall 
operate to increase the Operating Budget without a written amendment to this Agreement. 
 
7.0 
DEFINITIONS 
As used throughout this Agreement, the following terms shall have the following meanings: 
7.1 
Annual Action Plan means the annual plan submitted by the County (as the lead 
agency of the Maricopa HOME Consortium) to HUD, which describes the 
Consortium’s annual program goals. 
7.2 
Assistant Director means the Director of the Housing and Community 
Development Division within the Maricopa County Human Services Department. 
7.3 
Beneficiary means a person or household that meets the income requirements of 
24 C.F.R. § 92.203 subject to the restriction on assistance to students enrolled in an 
institution of higher education, as described in 24 C.F.R. § 5.612. 
7.4 
Board of Supervisors (BOS) means the Maricopa County Board of Supervisors. 
7.5 
Commitment or Commit to a Specific Local Project shall have the same meaning 
as set forth in 24 C.F.R. § 92.2 (1) and (2), respectively.  
7.6 
County means Maricopa County. 
7.7 
Department means the Maricopa County Human Services Department, Housing 
and Community Development Division as Lead Agency. 
7.8 
Developer/Subcontractor means either a non-profit or for-profit organization 
carrying out HOME-related Project activities as described in the written agreement 
between the County and the Developer.  
7.9 
Director means the Director of the Maricopa County Human Services Department. 
7.10 
Division means the Housing and Community Development Division of the Maricopa 
County Human Services Department.

Section 1 
General Provisions 
 
 
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Town of Gilbert 
7.11 
Five-Year Consolidated Plan means the HUD required Consolidated Plan 
submitted by the County as the Lead Agency for the Maricopa HOME Consortium. 
7.12 
HOME means the HOME Investment Partnerships Program. 
7.13 
HUD means U.S. Department of Housing and Urban Development. 
7.14 
IDIS means Integrated Disbursement Information Systems. IDIS is a nationwide 
database that provides HUD with current information regarding HOME activities. 
7.15 
Lead Agency or Department means the Maricopa County Human Services 
Department, Housing and Community Development Division. 
7.16 
Low-income families means families whose annual incomes do not exceed 80 
percent of the median income for the area, as determined by HUD, with adjustments 
for smaller and larger families, except that HUD may establish income ceilings higher 
or lower than 80 percent of the median for the area on the basis of HUD findings that 
such variations are necessary because of prevailing levels of construction costs or 
fair market rents, or unusually high or low family incomes. An individual does not 
qualify as a low-income family if the individual is a student who is not eligible to 
receive Section 8 assistance under 24 C.F.R. § 5.612. 
7.17 
Minority Business Enterprise (MBE) means an entity that is majority owned or 
controlled by a socially and economically disadvantaged individual as described 
by Public Law 95-507.  
7.18 
Net Proceeds means the amount remaining after deducting non-HOME debt and 
closing costs from the sale of a HOME funded asset, obligation, or loan. 
7.19 
Performance Bond means a bond executed to secure fulfillment of the Town's 
obligations under this Agreement. 
7.20 
Program Income means gross income received by the Town directly generated 
from the use of HOME funds. For purposes of this Agreement, the gross income 
from the sale of real property acquired and constructed with HOME funds is 
considered Program Income. Program Income is subject to the requirements of 
the HOME regulations.  
7.21 
Project means acquisition, rehabilitation or new construction as described in a 
legally binding agreement between the Town and the prospective owners or 
beneficiaries of the HOME funds for which all necessary financing has been 
secured and budgeted and for which an acquisition, construction, or rehabilitation 
schedule has been established and underwriting has been completed and 
otherwise complies with 24 C.F.R. Part 92.2(2) and 92.2 (A) and (B). 
7.22 
Public Agency has the meaning prescribed by A.R.S. § 11-951. 
7.23 
Subcontract means any agreement entered into by the Town with a third party for 
professional services for performance of any of the work or provision of any of the 
services covered by this Agreement. 
7.24 
Subcontractor means an entity funded through the Town to provide any work or 
services required by the Work Statement. 
7.25 
Vendor means an entity funded through the Town to provide services required by 
the Work Statement. 
7.26 
Very low-income families means low-income families whose annual incomes do 
not exceed 50 percent of the median family income for the area, as determined by 
HUD with adjustments for smaller and larger families, except that HUD may 
establish income ceilings higher or lower than 50 percent of the median for the 
area on the basis of HUD findings that such variations are necessary because of 
prevailing levels of construction costs or fair market rents, or unusually high or low 
family incomes. An individual does not qualify as a very low-income family if the 
individual is a student who is not eligible to receive Section 8 assistance under 24 
C.F.R. § 5.612.

Section 1 
General Provisions 
 
 
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Town of Gilbert 
7.27 
Work Statement means the section of this Agreement that contains a description 
of services to be delivered pursuant to this Agreement. 
7.28 
Women’s Business Enterprise (WBE) means an entity in which a woman has 
majority ownership and control. 
 
8.0 
GENERAL REQUIREMENTS 
8.1 
The terms of this Agreement shall be construed in accordance with Arizona law and 
the applicable regulations of the United States Department of Housing and Urban 
Development (HUD). Any lawsuit arising out of this Agreement shall be brought in 
the appropriate court in Maricopa County, Arizona. 
8.2 
The Town shall, without limitation, obtain and maintain all licenses, permits, and 
authority necessary to do business, render services, and perform work under this 
Agreement, and it shall comply with all laws regarding unemployment insurance, 
disability insurance, and workers’ compensation. 
8.3 
The Town is an independent contractor in the performance of work and the provision 
of services under this Agreement. 
8.4 
The Town shall comply with the regulations prohibiting a conflict of interest, and not 
make any payments, either directly or indirectly, to any person, partnership, 
corporation, trust, or other organization that has a substantial interest in the Parties’ 
organization or with which the Parties (or one of their directors, officers, owners, trust 
certificate holders, or relatives) have a substantial interest, unless the Parties make 
full written disclosure of the proposed payments to the County and have received 
written approval for the payments. For purposes of this provision, the terms 
"substantial interest" and "relative" shall have the meanings prescribed by A.R.S. § 
38-502. 
 
9.0 
ACCEPTANCE OF FUNDS 
The Town hereby agrees to the receipt of funds under the terms of this Agreement and 
agrees to execute and return a signed Agreement to the County within 30 days after receipt 
of this Agreement unless the Town has received a written waiver of this requirement from 
the County.  
 
10.0 
ASSIGNMENT AND SUBCONTRACTING 
No right, liability, obligation, or duty under this Agreement may be assigned, delegated, or 
subcontracted, in whole or in part, without the prior written approval of the County. The Town 
shall bear all liability under this Agreement, even if it is assigned, delegated, or 
subcontracted, in whole or in part, unless the County agrees otherwise. 
 
11.0 
AVAILABILITY OF FUNDS 
11.1 
The provisions of this Agreement relating to the payment for services shall become 
effective when funds assigned for the purpose of compensating the Town, as 
provided in this Agreement, are available to the County for disbursement. The 
County shall be the sole authority in determining the availability of funds under this 
Agreement and the County shall keep the Town fully informed as to the availability 
of funds. 
11.2 
If any action is taken by any state agency, federal department, or any other agency 
or instrumentality to suspend, decrease, or terminate its fiscal obligation under or in 
connection with this Agreement, then the Parties may amend, suspend, decrease, 
or terminate their obligations under or in connection with this Agreement. In the event 
of termination, the County shall be liable for payment only for services rendered prior 
to the effective date of the termination, provided that such services performed are in

Section 1 
General Provisions 
 
 
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Town of Gilbert 
accordance with the provisions of this Agreement. The County shall give written 
notice of the effective date of any suspension, amendment, or termination under this 
Subparagraph at least ten (10) calendar days in advance. 
 
12.0 
BUDGET ADJUSTMENTS 
12.1 
Any requests for reasonable budget adjustments must be submitted ninety (90) 
calendar days prior to the expiration of this Agreement. Requests for adjustments to 
this Agreement must be supported by documentation.  
12.2 
The Town must receive prior written approval from the County to move funds from 
one budget activity line item to another. Budget adjustments that do not change the 
total Agreement amount may be documented by an Administrative Change Order 
signed by the Human Services Department Director and the Town’s authorized 
Representative and defined in Section 2 (Special Provisions), Paragraph 19.0 
(General Conditions). If a budget adjustment is necessary that either increases or 
decreases the Agreement Amount, then the County shall follow Section 1 (General 
Provisions), Paragraph 4.0 (Amendments) of this Agreement to amend the 
Agreement. 
 
13.0 
DISPUTES 
13.1 
Except as may otherwise be provided for in this Agreement, any dispute arising out 
of this Agreement that is not resolved between the Parties within a reasonable period 
of time, which shall not exceed one hundred twenty (120) days, shall be submitted 
in accordance with the following dispute resolution process: 
13.1.1 Notice of the specific grounds of a dispute shall be in writing and filed with 
the Assistant Director within ten (10) business days from the date the Town 
knew or should have known of the basis of the dispute. 
13.1.2 The Assistant Director shall respond in writing to the Town within fourteen 
(14) business days. The decision of the Assistant Director shall be final and 
conclusive unless, within seven (7) business days after the date Town is 
served with the decision, the Town files a written notice of appeal with the 
Human Services Department Director. 
13.1.3 The Human Services Department Director shall provide the Town with a 
written response within fourteen (14) business days following receipt of the 
notice of appeal. The decision of the Director shall be final and not 
appealable. 
13.1.4 Pending a final decision from the Director, the Town shall diligently proceed 
with its performance of this Agreement in accordance with the Assistant 
Director’s decision. 
 
14.0 
DEFAULT AND REMEDIES FOR NONCOMPLIANCE  
14.1 
Notwithstanding anything to the contrary, this Subparagraph shall not be deleted or 
superseded by any other provision of this Agreement.  
14.2 
This Agreement may be immediately terminated by the County if the Town defaults 
by failing to perform any objective, or breaches any obligation under this Agreement, 
or any event occurs that jeopardizes the Town’s ability to perform any of its 
obligations under this Agreement. The County reserves the right to have the services 
provided by persons other than the Town if the Town is unable or fails to provide 
required services with the specified time frame. 
14.3 
Failure to comply with the requirements of this Agreement and all applicable 
federal, state, or local laws, rules, and regulations may result in suspension or 
termination of this Agreement, the return of unexpended funds (less just

Section 1 
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Town of Gilbert 
compensation for work satisfactorily completed that, to date, has not been paid), 
the reimbursement to the County by the Town  of any funds improperly expended, 
or the recovery of funds improperly acquired. Noncompliance with this Agreement 
includes but is not limited to: 
14.3.1 Nonperformance of any obligations;  
14.3.2 Noncompliance with any applicable federal, state, or local laws, rules or 
regulations, including HUD guidelines, policies, or directives;  
14.3.3 Unauthorized expenditure of funds; 
14.3.4 Violation of the applicable affordability period; 
14.3.5 Improper disposition of recaptured proceeds; 
14.3.6 Improper disposition of Program Income; 
14.3.7 Noncompliance with applicable financial record requirements, accounting 
principles, or standards established by 2 C.F.R. §§ 200, et seq; and 
14.3.8 Noncompliance with recordkeeping, record retention, or reporting 
requirements.  
14.4 
Notwithstanding the suspension or termination of this Agreement, or the final 
determination of the proper disposition of funds, the Town shall, without intent to 
limit or with restrictions, be subject to the following: 
14.4.1 All funding shall be immediately revoked, and any approvals related to the 
Project described in the Special Provision or Work Statement shall be 
deemed 
revoked 
and 
canceled. 
Thereby, 
any 
entitlements 
to 
compensation after suspension or termination of this Agreement are 
similarly revoked and unavailable.  
14.4.2 Not be relieved of any liability or responsibility associated with the Special 
Provision or Work Statement.  
14.4.3 Acknowledge that suspension or termination of this Agreement does not 
affect or terminate any rights against the Town at the time of suspension or 
termination, or that may accrue later. Nothing in this Agreement shall be 
construed to limit or terminate any right or remedy available under contract 
or rule.  
14.4.4 Waiver of a breach or default of any term, covenant, or condition of this 
Agreement or any federal, state, or local law, rule, or regulation shall not 
operate as a waiver of any subsequent breach of the same or any other 
term, covenant, condition, law, rule, or regulation. 
14.5 
The Town shall, upon notice or with knowledge obtained by the Town, or others, 
take any and all proactive actions necessary, and provide any and all applicable 
remedies to address and correct any act by it or its employees, officials, successors, 
assigns, contractors, or Subcontractors that resulted in any wrongdoing (intentional 
or unintentional); misuse or misappropriation of funds; the incorrect or improper 
disposition of funds; any violations of any federal, state, or local laws, rules, or 
regulations; or the breach of any certifications or warranties provided in this 
Agreement. 
 
 
 
15.0 
SEVERABILITY 
Any provision of this Agreement that is determined to be invalid, void, or illegal by a court 
shall in no way affect, impair, or invalidate any other provision of this Agreement, and the 
remaining provisions shall remain in full force and effect. 
 
16.0 
STRICT COMPLIANCE

Section 1 
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Town of Gilbert 
The County’s acceptance of the Town’s performance that is not in strict compliance with the 
terms of this Agreement, shall not be deemed to waive the requirements of strict compliance 
for all future performance. All changes in performance obligations under this Agreement 
shall follow Section 1 (General Provisions), Paragraph 4.0 (Amendments) of this 
Agreement.  
 
17.0 
NON-LIABILITY 
The County and its agents, representatives, officials, officers, directors, employees, 
volunteers, departments, agencies, boards, committees, and commissions shall not be 
liable for any act or omission by the Town, or Vendor or any agent, representative, official, 
officer, director, employee, volunteer, department, agency, board, committee, or 
commission of the Town, or Vendor occurring in the performance of this Agreement, nor 
shall the  County and its agents, representatives, officials, officers, directors, employees, 
volunteers, departments, agencies, boards, committees, and commissions be liable for 
purchases or contracts made by the Town, Vendor or any agent, representative, official, 
officer, director, employee, volunteer, department, agency, board, committees, or 
commissions of the Town, or the Vendor, in connection with this Agreement. 
 
18.0 
INDEMNIFICATION  
To the extent permitted by law, the Town shall, and shall cause any of its Subcontractors, 
to indemnify, defend, save and hold harmless the County, any jurisdiction or agency 
issuing any permits for any work arising out of this Agreement, and their respective agents, 
representatives, officials, officers, directors, employees, volunteers, departments, 
agencies, boards, committees, and commissions (hereafter referred to as “Indemnitee”) 
from and against any and all claims, demands, actions, liabilities, damages, losses, 
judgments, or expenses (including court costs, attorney and expert fees, and costs of 
claim processing, investigation, and litigation) (hereafter referred to as “Claims”): A.) that 
either directly or indirectly are caused by, arise from, or relate to breach of this Agreement 
by the Town, and any of its Subcontractors, or any of the agents, representatives, officials, 
officers, directors, employees, volunteers, departments, agencies, boards, committees, or 
commissions of the Town, and any of its Subcontractors; and B.) for bodily injury or 
personal injury (including death), or loss or damage to tangible or intangible property that 
are either directly or indirectly caused by, arise from, or relate to, or are alleged to be 
caused by, arise from, or relate to, in whole or in part, the negligent or willful acts or 
omissions of the Town, and any of its Subcontractors, or any of the agents, 
representatives, officials, officers, directors,  employees, volunteers, departments, 
agencies, boards, committees, or commissions of the Town, and any of its Subcontractors. 
This indemnity includes any claim or amount arising out of or recovered under the 
Workers’ Compensation Law or arising out of the failure of the Town, or any of its 
Subcontractors to conform to any federal, state or local laws, statutes, ordinances, rules, 
regulations, or court decrees. It is the specific intention of the Parties that the Indemnitee 
shall, in all instances, except for Claims arising solely from the negligent or willful acts or 
omissions of the Indemnitee, be indemnified by the Town, and any of its Subcontractors 
from and against any and all claims. It is agreed that the Town, and any of its 
Subcontractors will be responsible for primary loss investigation, defense, and judgment 
costs where this indemnification is applicable. 
 
19.0 
TECHNICAL ASSISTANCE 
The County shall provide reasonable technical assistance to the Town to assist in complying 
with state and federal laws and regulations, and accountability for diligent performance and 
compliance with the terms and conditions of this Agreement and all applicable laws,

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Town of Gilbert 
regulations, and standards. However, this assistance in no way relieves the Town of full 
responsibility and accountability for its actions and performance in compliance with the 
terms of this Agreement. 
 
20.0 
SINGLE AUDIT ACT REQUIREMENTS  
The Town is subject to the federal audit requirements of the Single Audit Act of 1984, as 
amended (Pub. L. No. 98-502) (codified at 31 U.S.C. §§ 7501, et seq.). The Town shall 
comply with 2 C.F.R. §§ 200, et seq. Upon completion, such audits shall be made available 
for public inspection. Audits shall be submitted within the twelve (12) months following the 
close of the fiscal year. The Town shall take corrective actions within six (6) months after 
the date of receipt of the reports. The County shall consider sanctions as described in 2 
C.F.R. § 200.505 if it is determined by either HUD or the County that the Town is not in 
compliance with the audit requirements. 
 
21.0 
AUDIT DISALLOWANCES 
21.1 
The Town shall, upon written notice, reimburse the County for any payments made 
under this Agreement that are disallowed by a federal, state, or County audit in the 
amount of the disallowance, as well as court costs and attorney and expert fees the 
County spends to pursue legal action relating to a disallowance. Court costs and 
attorney and expert fees incurred will be specifically identified as applicable to the 
recovery of the disallowed costs in question. 
21.2 
If the County determines that a cost for which payment has been made is a 
disallowed cost, then the County will notify the Town in writing of the disallowance 
and the required course of action, which shall be at the option of the County, either 
to adjust any future claim submitted by the amount of the disallowance or to require 
immediate repayment of the disallowed amount by the Town issuing a check 
payable to the County. 
 
22.0 
STAFF AND VOLUNTEER TRAINING 
The County may make available to the Town the opportunity to participate in any applicable 
training activities conducted by the County. 
 
23.0 
CLEAN AIR ACT  
If the total face value of this Agreement exceeds $100,000, then the Town agrees to comply 
with all regulations, standards, and orders issued under the Clean Air Act of 1970, as 
amended (42 U.S.C. §§ 7401, et seq.), to the extent any are applicable by reason of 
performance of this Agreement. 
 
24.0 
LOBBYING 
24.1 
No federal appropriated funds have been paid or will be paid by or on behalf of the 
Town to any person for influencing or attempting to influence an officer or employee 
of any agency, a member of Congress, an officer or employee of Congress, or an 
employee of a member of Congress in connection with the awarding of any federal 
agreement, the making of any federal grant, the making of any federal loan, the 
entering into of any cooperative agreement, and the extension, continuation, 
renewal, amendment, or modification of any federal agreement, grant, loan, or 
cooperative agreement. 
24.2 
If any funds, other than federal appropriated funds, have been paid or will be paid to 
any person for influencing or attempting to influence an officer or employee of any 
agency, a member of Congress, an officer or employee of Congress, or an employee 
of a member of Congress in connection with any federal agreement, grant, loan or

Section 1 
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Town of Gilbert 
cooperative agreement, then the Town shall complete and submit OMB Form-LLL, 
titled "Disclosure of Lobbying Activities," in accordance with its instructions and 31 
U.S.C. § 1352. 
 
25.0 
RELIGIOUS ACTIVITIES 
The Town agrees that none of its costs and none of the costs incurred by any Vendor will 
include any expense for any religious activity.  
 
26.0 
POLITICAL ACTIVITY PROHIBITED 
None of the funds, materials, property, or services contributed by the County or the Town 
under this Agreement shall be used for any partisan political activity, or to further the election 
or defeat of any candidate for public office. 
 
27.0 
COVENANT AGAINST CONTINGENT FEES 
The Town warrants that no person or entity has been employed or retained to solicit or 
secure this Agreement upon an agreement or understanding for a commission, percentage, 
brokerage, or contingent fee. For breach or violation of this warranty, the County may 
immediately terminate this Agreement without liability. 
 
28.0 
SAFEGUARDING OF PARTICIPANT INFORMATION 
The use or disclosure by any Party of any information concerning an applicant for, or 
recipient of, services under this Agreement is directly limited to the purpose of this 
Agreement. The Town and its agents shall safeguard the confidentiality of this information 
as required by federal and state law. The Town shall include a clause to this effect in all 
Subcontracts.  
 
29.0 
RIGHTS IN DATA 
The Parties shall have the use of data and reports resulting from this Agreement without 
cost or other restriction, except as otherwise provided by law or applicable regulation. Each 
Party shall supply the other Parties, upon request, any available information that is relevant 
to this Agreement and to the performance under it. 
 
30.0 
COPYRIGHTS 
If this Agreement results in a book or other written material, then the author is free to 
copyright the work, but the County reserves a royalty-free, nonexclusive, perpetual, and 
irrevocable license to reproduce, publish, use, and to authorize others to use all copyrighted 
material and all material that can be copyrighted as a result of this Agreement. 
 
31.0 
PATENTS 
Any discovery or invention arising out of, or developed in the course of, work aided by this 
Agreement shall be promptly and fully reported to the County for determination as to whether 
patent protection on such invention or discovery shall be sought and how the rights in the 
invention or discovery, including rights under any patent issued on such invention or 
discovery, shall be disposed of and administered in order to protect the public interest. 
 
32.0 
AGREEMENT COMPLIANCE MONITORING 
32.1 
The County will monitor the Town’s compliance with fiscal and programmatic 
performance under the terms and conditions of this Agreement and applicable 
regulations promulgated by the HUD and Maricopa County. On-site visits for 
compliance monitoring may be made by either the County or its grantor agencies (or 
by both the County and its grantor agencies) at any time during the Town's normal

Section 1 
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Town of Gilbert 
business hours, announced or unannounced. For auditing purposes, the County 
shall provide the Town with a 30-day advance notice of any proposed on-site visits. 
During an on-site visit, the Town shall make all its records and accounts related to 
work performed under this Agreement available to the County for inspection and 
copying.  
32.2 
The County shall request information for monitoring/audit per Office of Management 
and Budget (OMB) Uniform Guidance 2 C.F.R. § 200, to include: 
32.2.1   Financial Management 2 C.F.R. § 200.302 
32.2.2   Internal Controls 2 C.F.R. § 200.303  
32.2.3   Bonds 2 C.F.R. § 200.304 
32.2.4   Payment and Financial Reporting 2 C.F.R. § 200.305 
32.2.5   Cost Sharing or Matching 2 C.F.R. § 200.306 
32.2.6   Program Income 2 C.F.R. § 200.307 
32.2.7   Revision of Budget and Program Plans 2 C.F.R. § 200.308 
32.2.8   Period of Performance 2 C.F.R. § 200.309 
32.2.9   Insurance Coverage 2 C.F.R. § 200.310 
32.2.10  Record Retention and Access 2 C.F.R. § 200.31 
32.2.11  Procurement Standards 2 C.F.R. § 200.318 
32.2.12  Indirect Costs 2 C.F.R. § 200.414 
32.2.13  Compensation-Personal Services 2 C.F.R. § 200.430 
32.2.14  Audit Requirements 2 C.F.R. § 200.501-200.517 
 
33.0 
CONTINGENCY RELATING TO OTHER CONTRACTS AND GRANTS 
33.1 
The Town shall, during the term of this Agreement, immediately inform the Lead 
Agency in writing of any other agreement or grant, including any other agreement or 
grant awarded by the County, where the award may affect either the direct or indirect 
costs being paid or reimbursed under this Agreement. Failure by the Town to notify 
the County of such award shall be considered a violation of this Agreement and the 
County may immediately terminate this Agreement without liability. 
33.2 
The County may request, and the Town will provide within a reasonable time, which 
shall not exceed ten (10) business days, a copy of such other agreement or grant, 
when in the opinion of the County the award of the Agreement or grant may affect 
the costs being paid or reimbursed under this Agreement. 
33.3 
If the County determines that the award to either the Town of such other agreement 
or grant has affected the costs being paid or reimbursed under this Agreement, then 
the County will prepare an amendment to this Agreement effecting a cost 
adjustment. If the Town disputes the proposed cost adjustment, then the dispute 
shall be resolved pursuant to the "Disputes" section contained in this Agreement. 
 
34.0 
MINIMUM WAGE REQUIREMENTS 
The Town warrants that it shall pay all of its employees who are engaged in either performing 
work or providing services under the terms of this Agreement not less than the minimum 
wage specified under Section 206(a)(1) of the Fair Labor Standards Act of 1938, as 
amended (29 U.S.C. §§ 201, et seq.), by law and regulation, and, as applicable, Executive 
Order 13658, as amended, and as specified by Arizona law. 
 
35.0 
RECOGNITION OF DEPARTMENT SUPPORT 
The Town will give recognition to the County and the funding source for its support when 
the Town publishes materials that are (or releases of public information that is) paid for either 
in whole or in part with funds received by the Town under this Agreement.

Section 1 
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Town of Gilbert 
36.0 
INSURANCE  
36.1 
The Town shall purchase and maintain the minimum insurance stipulated in this 
Agreement from a company or companies duly licensed by the State of Arizona 
and possessing a current A.M. Best, Inc. rating of B++6 or higher. In lieu of State 
of Arizona licensing, the stipulated insurance may be purchased from a company 
that is or companies that are authorized to do business in the State of Arizona, 
provided that such insurance company or companies meet the approval of the 
County. The form of any insurance policies and forms must be acceptable to the 
County.  
36.2 
All insurance required under this Agreement shall be maintained in full force and 
effect until all work or service required to be performed under the terms of this 
Agreement is satisfactorily completed and formally accepted. Failure to do so may, 
at the sole discretion of the County, constitute a material breach of this Agreement. 
36.3 
The Town’s insurance shall be primary insurance in respect to the County, and 
any insurance or self-insurance maintained by the County shall not contribute to it. 
36.4 
Any failure to comply with the claim reporting provisions of the insurance policies 
or any breach of an insurance policy warranty shall not affect coverage afforded 
under the insurance policies to protect the County. 
36.5 
The insurance policies may provide coverage that contains deductibles or self-
insured retentions. Such deductible or self-insured retentions (or both) shall not be 
applicable with respect to the coverage provided to the County under those 
policies. The Town shall be solely responsible for the deductible and self-insured 
retention and the County, at its option, may require the Town to secure payment 
of such deductibles or self-insured retentions by a surety bond or an irrevocable 
and unconditional letter of credit. 
36.6 
The County reserves the right to request and to receive, within 10 business days, 
certified copies of any or all of the insurance certificates required under this 
Agreement. The County shall not be obligated to review either policies or 
endorsements (or both) or to advise the Town of any deficiencies in such policies 
and endorsements, and such receipt shall not relieve the Town from, or be deemed 
a waiver of the County’s right to insist on strict fulfillment of the Town’s obligations 
under this Agreement. 
36.7 
The insurance policies required by this Agreement, except Workers’ 
Compensation, shall name the County and its agents, representatives, officials, 
officers, directors, employees, volunteers, departments, agencies, boards, 
committees, and commissions as Additional Insureds. 
36.8 
The policies required under this Agreement, except Workers’ Compensation, shall 
contain waivers of transfer of rights of recovery (subrogation) against the County 
and its agents, representatives, officials, officers, directors, employees, volunteers, 
departments, agencies, boards, committees, and commissions for any claims 
arising out of the work or service of the Town. 
36.9 
The Town’s policies shall stipulate that the insurance afforded the Town shall be 
primary insurance and that any insurance carried by the County and its agents, 
representatives, officials, officers, directors, employees, volunteers, departments, 
agencies, boards, committees, or commissions shall be excess and not 
contributory insurance, as provided by A.R.S. § 41-621. 
36.10 Coverage provided by the Town shall not be limited to the liability assumed under 
the Indemnification provisions of this Agreement. 
36.11 The Town shall have coverage in effect at all times during the term of this 
Agreement in as much that is adequate to protect the County and its agents, 
representatives, officials, officers, directors, employees, volunteers, departments,

Section 1 
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Page 15 of 49 
Town of Gilbert 
agencies, boards, committees, and commissions and equipment funded under this 
Agreement against such losses as are set forth below. The Town shall each name 
the County and its agents, representatives, officials, officers, directors, employees, 
volunteers, departments, agencies, boards, committees, and commissions as 
additional insured parties. The Town shall provide the County with documentation 
of insurance coverage by furnishing the County a certificate of insurance or a 
certified copy of the insurance policy or other documentation.  
36.12 The following types and amounts of insurance are required as a minimum: 
36.12.1 
Workers' Compensation according to statutory limits; 
36.12.2 
Unemployment Insurance as required by Arizona Law; 
36.12.3 
Public Liability, Bodily Injury, and Property Damage;  
36.12.3.1 General Liability, each occurrence, $1,000,000; and 
36.12.3.2 Property Damage $1,000,000; or combined single limit each 
occurrence $1,000,000.00 minimum 3 Automobile and 
Truck Liability with minimum limits of $1,000,000.00 per 
occurrence. 
36.12.4 
Standard minimum deductible amounts are allowable. Any deductible 
amounts are the responsibility of the Town and reimbursements, if any, 
under this Agreement are subject to regulatory provisions of the funding 
source(s) of this Agreement. 
36.12.5 
Property or equipment purchased or furnished through funds provided 
under this Agreement shall be fully insured for the purchase or 
replacement cost of such property or equipment. 
36.13 Certificates of Insurance: 
36.13.1 
Upon execution of this Agreement, the Town shall furnish the County 
with valid and complete certificates of insurance or formal 
endorsements as required by the Agreement, issued by the Town’s 
insurer(s), as evidence that policies providing the required coverage, 
conditions, and limits required by this Agreement are in full force and 
effect. Such certificates shall identify this Agreement by number and 
title. 
36.13.2 
Prior to commencing either work or services under this Agreement, 
the Town shall have insurance in effect as required by this 
Agreement in the form provided by the County, issued by the Town’s 
insurer(s), as evidence that policies providing the coverage, 
conditions, and limits required by this Ag reement are in full force 
and effect. Such certificates shall be made available to the County 
within ten (10) business days of request by County. BY SIGNING 
THIS 
AGREEMENT, 
THE 
TOWN 
AGREES 
TO 
THIS 
REQUIREMENT 
AND 
THAT 
FAILURE 
TO 
MEET 
THIS 
REQUIREMENT WILL RESULT IN CANCELLATION OF THIS 
AGREEMENT. 
36.13.3 
In the event any insurance policies required by this Agreement are 
written on a “claims made” basis, coverage shall extend for two years 
past completion and acceptance of the Town’s work or services and as 
evidenced by annual Certificates of Insurance. 
36.13.4 
If a policy does expire during the life of this Agreement, then a renewal 
certificate must be sent to the County fifteen (15) business days prior 
to the expiration date. 
36.14 Cancellation and Expiration Notice:

Section 1 
General Provisions 
 
 
Page 16 of 49 
Town of Gilbert 
Insurance required under this Agreement shall not be permitted to expire, be 
canceled, or materially changed without thirty (30) business day’s prior, written 
notice to the County. 
36.15 Subcontractors:  
Either the Town’s certificate(s) shall include all Subcontractors as insureds under 
its policies or the Town shall furnish to the County separate certificates for each 
Subcontractor. All coverages for Subcontractors shall be subject to the minimum 
requirements identified above.  
36.16 Approval:  
Any modifications or variations from the insurance requirements in this Agreement 
must have prior approval from the County whose decision shall be final. Such 
action will require a formal Amendment and must be approved and signed by both 
Parties.  
36.17 Exceptions:  
In the event the Town, or a Subcontractor is a public entity, the Insurance 
Requirements shall not apply to such public entity. Such public entity shall provide 
a Certificate of Self-Insurance. 
 
37.0 
BONDING 
37.1 
The Town shall not commence performance or receive any reimbursements under 
this Agreement until such time as an assurance of performance (performance bond) 
shall have been provided in the full amount of this Agreement. 
37.2 
Any performance bond shall be from a company with a rating not less than B++ and 
shall be in form acceptable to the Maricopa County Attorney. 
37.3 
The Town shall provide the County with documentation of required bonding. 
37.4 
Nothing contained in this paragraph shall limit the ability of the Developer to provide 
multiple assurances provided that the total assured amount shall be not less than 
the full amount of this Agreement. 
 
38.0 
GRIEVANCE PROCEDURE 
The Town shall establish a system through which applicants for, and recipients of, services 
may present grievances and may take appeals about eligibility and other aspects of the 
Town’s work under this Agreement. The grievance procedure shall include provisions for 
notifying the applicants for, and recipients of, services of their eligibility or ineligibility for 
service and their right to appeal to the County if the grievance is not satisfied at the Town’s 
level. This system shall include protest procedures for decisions related to contract awards 
and requests for reasonable accommodations for persons with disabilities.  
 
39.0 
NONDISCRIMINATION 
The Town, in connection with any service or other activity under this Agreement, shall not 
in any way discriminate against any person on the grounds of race, color, religion, sex, 
national origin, age, disability, political affiliation or belief. The Town shall include this clause 
in all its Subcontracts. 
 
40.0 
EQUAL EMPLOYMENT OPPORTUNITY 
40.1 
The Town shall not discriminate against any employee or applicant for employment 
because of race, age, disability, color, religion, sex, or national origin.  
40.2 
The Town shall each take affirmative action to ensure applicants are employed and 
that employees are treated during employment without regard to their race, age, 
disability, color, religion, sex, or national origin. Such action shall include but is not 
limited to the following: employment, upgrading, demotion or transfer, recruitment or

Section 1 
General Provisions 
 
 
Page 17 of 49 
Town of Gilbert 
recruitment advertising, lay-off or termination, rates of pay or other forms of 
compensation, and selection for training, including apprenticeship.  
40.3 
The Town shall, to the extent the following provisions apply, comply with:  
40.3.1 
Title VI and VII of the Civil Rights Act of 1964, as amended (42 U.S.C. 
§§ 2000a, et seq.);  
40.3.2 
the Rehabilitation Act of 1973, as amended (29 U.S.C. §§ 701, et seq.);  
40.3.3 
the Age Discrimination in Employment Act of 1967, as amended (29 
U.S.C. §§ 621, et seq.);  
40.3.4 
the Americans With Disabilities Act of 1990 (42 U.S.C. §§ 12101, et 
seq.); and  
40.3.5 
Arizona Executive Order 2009-09, as amended, et seq. which mandates 
that all persons shall have equal access to employment opportunities. 
 
41.0 
DISABILITY REQUIREMENTS 
The Town agrees that any electronic or information technology offered under this 
Agreement shall comply with Section 508 of the Rehabilitation Act of 1973, which requires 
that employees and members of the public shall have access to and use of information 
technology that is comparable to the access and use by employees and members of the 
public who are not individuals with disabilities. 
 
42.0 
UNIFORM ADMINISTRATIVE REQUIREMENTS 
The Town agrees to comply with all applicable provisions of Title 2, Subtitle A, Chapter II, 
Part 200—Uniform Administrative Requirements, Cost Principles, and Audit Requirements 
for Federal Awards contained in 2 C.F.R. §§ 200, et seq. 
 
43.0 
FINANCIAL MANAGEMENT 
The Town shall establish and maintain a separate, interest-bearing bank account for money 
provided under this Agreement, or an accounting system that assures the safeguarding and 
accountability of all money and assets provided under this Agreement. No part of the money 
deposited in such bank account shall be commingled. All interest earned on such an account 
shall be disposed of in a manner specified by the County in accordance with applicable state 
and federal regulations. The Town shall provide a signed bank account agreement 
authorizing the County to obtain information about the account. If an accounting system is 
used, then it shall be in accordance with generally accepted accounting principles. 
 
44.0 
RETENTION OF RECORDS 
44.1 
This provision applies to all financial and programmatic records, supporting 
documents, statistical records, and other records of the Town that are related to this 
Agreement. 
44.2 
The Town shall retain all records related to this Agreement for a minimum of six (6) 
years after final payment or until after the resolution of any audit questions, which 
could be more than six (6) years, whichever is longer, or for the period of affordability 
imposed by deed restrictions. The County, federal and state auditors, and any other 
persons duly authorized by the County, shall have full access to, and the right to 
examine, copy, and make use of any and all of the records. 
 
45.0 
ADEQUACY OF RECORDS  
If the Town’s books, records, and other documents related to this Agreement are not 
sufficient to support and document that allowable services were provided to eligible 
participants, then the Town shall reimburse the County for the services not supported and 
documented.

Section 1 
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Town of Gilbert 
 
46.0 
COMPETITIVE BID REQUIREMENTS 
46.1 
Equipment 
The Town shall obtain all equipment to be utilized under this Agreement and 
purchased with funds provided under this Agreement at the lowest practical cost in 
accordance with the following competitive bidding system: 
46.1.1 Procurements less than $3,000 (micro-purchases) are exempt from needing 
competitive quotes.  
46.1.2 Procurements exceeding an aggregate amount of $3,000 shall be approved 
by the County. At least three (3) bidders shall be solicited to submit written 
quotations. The award shall be made to the lowest bidder meeting 
specification requirements concerning price, conformity to specifications, 
and other purchasing factors. 
46.2 
Supplies 
The Town shall obtain all supplies to be utilized under this Agreement and purchased 
with funds provided under this Agreement at the lowest practical cost and in 
accordance with a system of written quotes whenever the price is expected to be 
greater than $300, unless the Town obtains the County’s prior written approval to 
purchase supplies by an alternate method. 
46.3 
Minority, Women, and Small Business Enterprises 
The Town shall take affirmative steps to provide an opportunity for minorities, 
women, and small businesses to compete in the procurement of equipment and 
supplies under this Agreement. 
46.4 
Funding source requirements relating to competitive bid procedures may supersede 
any or all subparts of this clause and will be specified in the Special Provisions 
section of this Agreement. 
 
47.0 
PROPERTY 
Any property furnished or purchased under the terms of this Agreement shall be utilized, 
maintained, repaired, and accounted for in accordance with instructions furnished by the 
County and shall revert to the County upon termination of this Agreement unless the County 
determines otherwise. The costs to repair such property are the responsibility of the Town 
within the limits budgeted under this Agreement. Repair costs beyond the budgeted amount 
shall be approved by the County. 
 
48.0 
IMMIGRATION LAWS AND REGULATIONS 
48.1 
Federal Immigration and Nationality Act 
48.1.1 The Town understands and acknowledges the applicability of the 
Immigration Reform and Control Act of 1986 (IRCA). The Town agrees to 
comply with the IRCA in performing under this Agreement and to permit the 
other Parties to inspect personnel records to verify such compliance. 
48.1.2 The Town warrants compliance with the Federal Immigration and 
Nationality Act (FINA) and all other federal immigration laws and 
regulations related to the immigration status of its employees. The Town 
shall obtain statements from its Subcontractors certifying compliance and 
shall furnish the statements to the Assistant Director upon request. These 
warranties shall remain in effect through the term of this Agreement. The 
Town and its Subcontractors shall also maintain Employment Eligibility 
Verification forms (I-9) as required by the U.S. Department of Labor’s 
Immigration and Control Act for all employees performing work under the 
Agreement. I-9 forms are available for download at USCIS.GOV.

Section 1 
General Provisions 
 
 
Page 19 of 49 
Town of Gilbert 
48.1.3 The County may request verification of compliance for any employees or 
Subcontractors performing work under this Agreement. Should the County 
either suspect or find that the Town or any of its Subcontractors are not in 
compliance, then the County may pursue any and all remedies allowed by 
law, including, but not limited to: suspension of work, termination of this 
Agreement for default, and suspension or debarment (or both) of the Town. 
All costs necessary to verify compliance are the responsibility of the Town 
and its Subcontractor(s). 
48.2 
Arizona Law  
48.2.1 The Town warrants that it will comply with A.R.S. § 41-4401 (e-verify 
requirements) and further acknowledge that: 
48.2.2 The Town and its Subcontractors and Vendors, if any, warrant their 
compliance with all federal immigration laws and regulations that relate to 
their employees and their compliance with A.R.S. § 23-214; 
48.2.3 A breach of a warranty under Subparagraphs 48.2.1 and 48.2.2 above shall 
be deemed a material breach of this Agreement and the County may 
immediately terminate this Agreement without liability; and 
48.2.4 The County and any contracting government entities retain the legal right to 
inspect the papers and employment records of any employees of the Town 
and its Subcontractors and Vendors who work on this Agreement to ensure 
that the Town and its Subcontractors and Vendors are complying with the 
warranty provided under Subparagraphs 48.2.1 and 48.2.2 above and that 
the Town agrees to make all papers and employment records of such 
employee(s) available during normal working hours in order to facilitate such 
an inspection. 
 
49.0 
GOVERNOR’S EXECUTIVE ORDER NO. 88-26 
The Town is required to use the Arizona Taxonomy of Human Services for reporting and 
contracting purposes. 
 
50.0 
EMPLOYMENT DISCLAIMER 
50.1 
This Agreement is not intended to constitute, create, give rise to, or otherwise 
recognize a joint venture agreement, partnership, or other formal business 
association or organization of any kind amongst the Parties, and the rights and 
obligations of the Parties shall be only those expressly set forth in this Agreement. 
50.2 
The Parties agree that no individuals performing activities under this Agreement on 
behalf the Town are to be considered a County employee, and no rights of County 
civil service, County retirement, or County personnel rules shall accrue to such 
individuals. The Town shall have total responsibility for all its salaries, wages, 
bonuses, retirement, withholdings, workers’ compensation, occupational disease 
compensation, unemployment compensation, other employee benefits, and all taxes 
and premiums appurtenant thereto concerning such individuals and shall defend 
and hold the County harmless with respect thereto. 
 
51.0 
CERTIFICATION REGARDING DEBARMENT, SUSPENSION, INELIGIBILITY AND 
VOLUNTARY EXCLUSION 
51.1 
The undersigned individuals, by signing and submitting this Agreement have the 
authority to certify the Town to the terms, representations, and warranties of this 
Certification. The Town, defined as the primary participant in accordance with 2 
C.F.R. Part 376, certifies to the best of its knowledge and belief that it and its 
principals:

Section 1 
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Page 20 of 49 
Town of Gilbert 
51.1.1 are not presently debarred, suspended, proposed for debarment, declared 
ineligible, or voluntarily excluded from covered transactions by any federal 
department or agency; 
51.1.2 have not, within a 3-year period preceding this Agreement, been convicted 
of or had a civil judgment rendered against them for the commission of fraud 
or a criminal offense in connection with obtaining, attempting to obtain, or 
performing a public (federal, state, or local) transaction or contract under a 
public transaction; violation of any federal or state antitrust statutes, or 
commission of embezzlement, theft, forgery, bribery, falsification or 
destruction of records, making false statements, or receiving stolen property; 
51.1.3 are not presently indicted or otherwise criminally or civilly charged by a 
governmental entity (federal, state, or local) with the commission of any of 
the offenses enumerated in Subparagraph 51.1.2 of this certification; 
51.1.4 have not, within a 3-year period preceding this Agreement, had one or more 
public transactions (federal, state, or local) terminated for cause or default; 
51.1.5 shall immediately notify the County if, at any time during the term of this 
Agreement, they are debarred, suspended, declared ineligible, or voluntarily 
excluded from participation. The County may pursue available remedies in 
the event of such occurrence, including immediate termination of this 
Agreement; and 
51.1.6 shall not enter into a Subcontract or sub-recipient agreement with any person 
or organization that is debarred, suspended, declared ineligible, or 
voluntarily excluded from participation. The County may pursue available 
remedies in the event of such occurrence, including immediate termination 
of this Agreement. 
51.2 
The Town shall include, without modification, this Certification’s language, titled 
“Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary 
Exclusion” in all agreements with other contractors, in all lower tier covered 
transactions, and in all solicitations for lower tier covered transactions in accordance 
with 45 C.F.R. Part 76. 
51.3 
Should the Town not be able to provide this Certification, an explanation as to why 
shall be immediately provided to the County, Attention: Housing and Community 
Development Assistant Director, 234 North Central Avenue, Third Floor, Phoenix, 
Arizona 85004. 
 
52.0 
CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO 
INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS 
52.1 
The Town agrees that this Agreement and employees working on this Agreement 
will be subject to the whistleblower rights and remedies in the pilot program on 
contractor employee whistleblower protections established at 41 U.S.C. § 4712 by 
Section 828 of the National Defense Authorization Act for Fiscal Year 2013 (Pub. 
L. 112–239) and Section 3.908 of the Federal Acquisition Regulation; 
52.2 
The Town shall inform its employees in writing, in the predominant language of the 
workforce, of employee whistleblower rights and protections under 41 U.S.C. § 
4712, as described in Section 3.908 of the Federal Acquisition Regulation. 
Documentation of such employee notification must be kept on file by the Town and 
copies provided to the County upon request; and 
52.3 
The Town shall insert the substance of this clause, including this Subparagraph, in 
all Subcontracts over the simplified acquisition threshold ($150,000 as of 
September 2013).

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Town of Gilbert 
53.0 
WRITTEN CERTIFICATION IN ACCORDANCE WITH A.R.S. § 35-393.01 
53.1 
If the Town engages in for-profit activity and has 10 or more employees, and if this 
Agreement has a value of $100,000 or more, then the Developer certifies it is not 
currently engaging in and agrees for the duration of this Agreement not to engage 
in, a boycott of goods or services from Israel. This certification does not apply to a 
boycott prohibited by 50 U.S.C. § 4842 or a regulation issued pursuant to 50 U.S.C. 
§ 4842. 
 
54.0 
SURVIVAL 
54.1 
The indemnification, hold harmless, defense, and non-liability provisions of this 
Agreement shall have full force and effect notwithstanding any other provisions in 
this Agreement and shall survive the termination or expiration of this Agreement.

Page 22 of 49 
Town of Gilbert 
 
 
 
 
SECTION 2 
 
SPECIAL PROVISIONS 
 
 
 
 
MARICOPA COUNTY 
 
HUMAN SERVICES DEPARTMENT

Section 2 
Special Provisions 
 
 
Page 23 of 49 
Town of Gilbert 
1.0 
STANDARDS 
The Town shall perform the work and provide the services identified in the Work Statement 
and shall immediately notify the County whenever the Town is unable to, or anticipates an 
inability to, perform any of the work, or provide any of the services required by the terms 
of this Agreement. The Town acknowledges that any inability to perform the work and 
provide the services, or comply with the standards, set forth in this Agreement may subject 
the Town to the remedies provided in the Default and Remedies for Noncompliance 
established in the General Provisions. 
 
2.0 
COMPLIANCE WITH LAWS, RULES & REGULATIONS 
This Agreement and the Parties to it are subject to all applicable federal, state, or local 
laws, rules, and regulations. The Town shall comply with all applicable laws, rules and 
regulations, without limitation to those designated within this Agreement.  
 
 
3.0 
COMPLIANCE WITH REQUIREMENTS REGARDING ELIGIBILITY FOR PUBLIC 
BENEFITS  
3.1 
The Town shall comply with state and other laws regarding eligibility for public 
benefits, including A.R.S. §§ 1-501 and 1-502, which state that public benefits shall 
only be provided to eligible applicants who are citizens of the United States, or are 
Qualified Non-Citizens: 
3.1.1 All applicants authorized to receive public benefits must provide 
documentation of their lawful presence in the United States through a 
verification process. 
3.1.2 All eligible applicants must also execute a sworn affidavit stating that the 
documentation provided during the verification process to prove citizenship 
or qualified non-citizen is true. 
3.1.3 The Affidavit Demonstrating Lawful Presence in the United States or similar 
form shall be used to document compliance with requirements listed above. 
3.1.4 Maricopa County and its subcontracted entities are required to report 
“discovered violations” of federal immigration law. 
3.1.5 Federal public benefits are defined in A.R.S. § 1-501 as any grant, contract, 
loan, professional license, or commercial license provided by an agency of 
the United States or by appropriated funds of the United States; and any 
retirement, welfare, health, disability, public or assisted housing, 
postsecondary education, food assistance, unemployment benefit, or any 
other similar benefit for which payments or assistance are provided to an 
individual, household, or family eligibility unit by an agency of the United 
States or by appropriated funds of the United States.  
3.1.6 State or local public benefits are defined in A.R.S. § 1-502 as any grant, 
contract, loan, professional license, or commercial license provide by an 
agency of the state or local government or by appropriated funds of a state 
or local government; and any retirement, welfare, health, disability, public 
or assisted housing, postsecondary education, food assistance, 
unemployment benefit, or any other similar benefit for which payments or 
assistance are provided to an individual, household, or family eligibility unit 
by an agency of a state or local government or by appropriated funds of a 
state or local government. 
3.2 
Programs, services, or assistance (such as soup kitchens, crisis counseling and 
intervention, and short-term shelter) that meet the following conditions are exempt 
from A.R.S. §§ 1-501 and 1-502:

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Town of Gilbert 
3.2.1 deliver in-kind services at the community level, including through public or 
private nonprofit agencies; 
3.2.2 do not condition the provision of assistance, the amount of assistance 
provided, or the cost of assistance provided on the individual recipient’s 
income or resources; and 
3.2.3 are necessary for the protection of life or safety. 
 
 
4.0 
AUDIT REQUIREMENTS 
The Town shall, at its own expense, file with the Human Services Department, Housing 
and Community Development Division, by March 30th of each year, either audited 
financial statements prepared in accordance with federal single audit requirements, or 
financial statements of the HOME Program prepared in accordance with generally 
accepted accounting principles audited by an independent certified public accountant. 
 
5.0 
SPECIAL FEDERAL AND PROJECT PROVISIONS 
5.1 
In accordance with HUD HOME Program regulations, the Town agrees to use 
HOME funds pursuant to the Five-Year Consolidated Plan and the Annual Action 
Plan as approved by HUD and all requirements of 24 C.F.R. § 92.  The Town will 
require that this requirement is included in the award documents for all subawards 
at all tiers (including Subcontracts, subgrants, and agreements under grants, 
loans, and cooperative agreements) and that all Subcontractors and Vendors shall 
certify and disclose accordingly. The Annual Action Plan is hereby incorporated by 
reference into this Agreement. The Project activities are described in Section 3 
(Work Statement). The Town shall be responsible to provide reports of all activities 
related to the Work Statement. The Town agrees to submit to the County the 
following reports: 
5.1.1 Program Income Report: If applicable, due annually on March 31st. 
5.1.2 Quarterly Performance Reports: due on the 15th of January, April, July, 
and October of the preceding three (3) months (i.e., the July report covers 
the months of April, May, and June). Reports shall address all Project 
activities described in the Work Statement. Failure to submit timely 
Quarterly Performance Reports will result in suspension of reimbursement 
of funds requested until all reports are brought current.  
5.1.3 Request for Reimbursements: The Request for Reimbursement Form 
must include all supporting documentation, and a Match Log. The Town 
will complete the documents and submit them to the County for approval.  
5.1.4 HOME Setup Reports: due within one (1) year after the date this 
Agreement is fully executed. According to 24 C.F.R. § 92.250 (b): Before 
Setup Reports are submitted, the Town must evaluate the Project in 
accordance with guidelines that the Town has adopted for determining a 
reasonable level of profit or return on its investment in the Project and must 
not commit or invest any more HOME funds, alone or in combination with 
other governmental assistance, than are necessary to provide quality 
affordable housing that is financially viable for a reasonable period (at a 
minimum, the period of affordability in accordance with 24 C.F.R. §§ 92.252 
and 92.254) and that will not provide a profit or return on the Town’s 
investment that exceeds the Town’s established standards for the size, 
type, and complexity of the Project. 
5.1.5 HOME Completion Report: due no later than sixty (60) days after final 
payment is requested. The HOME Completion Report must include all 
required documents as described in this Agreement. Within ten (10)

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Town of Gilbert 
business days after receipt of the HOME Completion Report, the County 
will enter the Project completion data into the HUD Exchange Integrated 
Disbursement and Information System (IDIS). The date the HOME 
Completion Report is entered into IDIS is the date the affordability period 
commences for each activity. 
5.1.6 Initial Request for Reimbursement form: with required documentation 
for each activity is due within 45 (forty-five) days after submitting a HOME 
Setup Report.  
5.1.7 Other HUD: required reporting data as applicable. 
 
6.0 
PROGRAM INCOME 
6.1 
Program Income may be retained and used by the Town for HOME-eligible 
activities that benefit low-income families, as outlined in 24 C.F.R. § 92. Any 
Program Income received by the Town must be retained and reported by the 
County in the following year's Annual Action Plan. The Town will report to the 
County by March 31st of each year the amount of HOME Program Income 
received during the period of April 1st to March 31st. Maricopa County then will  
report the Program Income funds to HUD in the HOME Consortium’s Annual Action 
Plan, designating the activity type for which the Program Income will be expended. 
 
7.0 
REAL PROPERTY ACQUIRED or IMPROVED WITH HOME FUNDS 
7.1 
Upon expiration of this Agreement, any real property under the Town’s control that 
was acquired or improved in whole or in part with HOME funds must be occupied 
by low- or very-low income households (or both) and in compliance with HOME 
occupancy limits and must meet the requirements to qualify as affordable housing 
subject to encumbrances and obligations described in any applicable recorded 
deed restrictions. The option to use deed restrictions must include a period of 
affordability as set forth in 24 C.F.R. §§ 92.252 and 92.254. 
 
8.0 
DE-OBLIGATION  
8.1 
The County may de-obligate funds under this Agreement under any one or more 
of the following circumstances upon written notice to the Town: 
8.1.1 The Town completes performance under the Work Statement without using 
all funds provided by the County under this Agreement;  
8.1.2 A Program activity under the Work Statement is cancelled or changed for 
reasons other than non-performance; or 
8.1.4 This Agreement has been terminated. 
 
9.0 
REDUCTION IN FUNDS  
9.1 
The County, through an Amendment, may reduce Agreement funds under either 
of the following circumstances:  
9.1.1 The County determines that the Town failed to utilize the funds provided by 
this Agreement in compliance with the terms and conditions outlined 
herein; or 
9.1.2 The Town failed to perform in accordance with Section 3 (Work Statement) 
and identified timelines. 
 
10.0 
REPAYMENT OF FUNDS 
The Town shall repay funds that are defined as unallowable costs under applicable laws 
and regulations. This repayment obligation extends to, but is not limited to, questioned 
costs identified in either a monitoring review or Single-Audit report. Repayment of funds

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Town of Gilbert 
is required by HUD for failed projects during the period of affordability for Projects financed 
under this Agreement. The County may specify in writing the terms of the repayment or 
alternative terms in lieu of repayment. However, in no case shall repayment or alternative 
terms be accomplished later than one hundred eighty (180) calendar days following the 
written determination by the County of noncompliance. 
 
11.0 
ADMINISTRATIVE REQUIREMENTS 
11.1 
The County is responsible for ensuring HUD HOME Program funds are 
administered in accordance with the HOME regulations, 24 C.F.R. §§ 92, et seq. 
The County shall monitor the Town’s activities to ensure compliance with the 
following:  
11.1.1 FINANCIAL RECORDS: accounting system and financial records comply 
with the applicable requirements and standards of 2 C.F.R. 200, et seq. 
and are subject to monitoring from time to time by the either the County or 
by HUD. 
11.1.1.1 
The Town agrees to adhere to accounting principles and 
procedures, to utilize adequate internal controls, and 
maintain necessary source documentation for all costs 
incurred. The Town further agrees to maintain an adequate 
accounting system that provides for appropriate grant 
accounting. 
11.1.1.2 
The Town shall adhere to applicable audit requirements as 
described in, and in accordance with, 2 C.F.R. §§ 200, et 
seq. In addition, the Town must provide annual single-audit 
reports or annual audited financial statements to the 
County. 
11.1.1.3 
The Town shall adhere to the repayment of investment 
requirements set forth in 24 C.F.R. § 92.503. Any HOME 
Funds invested in housing that do not meet the affordability 
requirements for the period specified in either 24 C.F.R. § 
92.252 or § 92.254, as applicable, must be repaid in 
accordance with 24 C.F.R. § 92.503(b)(3). 
11.1.2 DOCUMENTATION AND RECORD KEEPING 
11.1.2.1 
Records to be Maintained: The Town shall maintain all 
records required by the federal regulations specified in 24 
C.F.R. § 92.508 that are pertinent to the activities to be 
funded under this Agreement. Such records shall include, 
but not be limited to, records: 
11.1.2.1.1 
Providing a full description of each activity 
undertaken and its impact; 
11.1.2.1.2 
Required to determine the eligibility of activities; 
11.1.2.1.3 
Demonstrating 
compliance 
with 
environmental 
review requirements; 
11.1.2.1.4 
Required to document the acquisition, improvement, 
use, or disposition of real property acquired or 
improved 
with 
HOME 
assistance 
(Properties 
retained shall continue to meet eligibility criteria); 
11.1.2.1.5 
Demonstrating citizen participation; 
11.1.2.1.6 
Demonstrating compliance regarding acquisitions, 
displacement, relocation, and replacement housing;

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Town of Gilbert 
11.1.2.1.7 
Demonstrating 
continuing 
compliance 
for 
all 
activities and compliance with recapture provisions 
of the affordability standards; 
11.1.2.1.8 
Documenting compliance with the fair housing and 
equal opportunity components of the HOME 
Program; 
11.1.2.1.9 
Required by 24 C.F.R. § 570.502, 2 C.F.R. §§ 200, 
et seq., and OMB Circulars; 
11.1.2.1.10 
Other records necessary to document compliance 
with HOME Program requirements; 
11.1.2.1.11 
Documenting compliance with Section 3 of the 
Housing and Urban Development Act of 1968 and 
implementing regulations at 24 C.F.R. § 135; 
11.1.2.1.12 
Demonstrating compliance with deeds of trust, 
promissory notes, and forgivable loans; 
11.1.2.1.13 
Supporting that the Town has maintained client data 
demonstrating all clients served have met the 
income and other criteria required by federal law and 
that no unlawful discrimination occurs in the 
solicitation or selection process of low-income 
persons or groups and that no conflict of interest 
exists, as described in 24 C.F.R. § 92.356;  
11.1.2.1.14 
Documenting compliance with underwriting and 
subsidy 
layering 
requirements, 
including 
the 
requirement that the Town will not invest any more 
HOME funds in combination with other federal 
assistance than is necessary to provide affordable 
housing, as described in 24 C.F.R. § 92.250 and 
further described in HUD Notice CPD 15-11; and,  
11.1.2.1.15 
Demonstrating compliance with federal, state, and 
local laws and regulations, including compliance 
with A.R.S. §§ 1-501 and 1-502.  
11.1.2.2 
Outcome Measures – The Town shall maintain data that 
supports the accomplishment of the desired outcomes as 
indicated in the Work Statement. 
11.1.2.3 
Disclosure – The Town understands that client information 
collected under this Agreement is private and the use or 
disclosure of such information, when not directly connected 
with the administration of the County’s or the Town’s 
responsibilities with respect to services provided under this 
Agreement, is prohibited unless written consent is obtained 
from such person receiving service. 
11.1.2.4 
Program Activity Reports – Such reports as required by the 
County 
including, 
but 
not 
limited 
to, 
HOME 
Setup/Completion Reports, Quarterly Performance Reports, 
annual 
Program 
Income 
Reports, 
Match 
Reports, 
MBE/WBE information, and other HUD-required reporting 
data, as applicable, shall be submitted at the completion of 
each Program that is described under the Work Statement.  
11.1.2.5 
Audits and Inspections – All of the Town’s records with 
respect to any matters covered by this Agreement shall be

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Town of Gilbert 
made available to the County, its designees, and the federal 
government, at any time during normal business hours, as 
often as the County deems necessary, to audit, examine, 
and make excerpts or transcripts of all relevant data. Any 
relevant deficiencies noted in audit reports shall be 
addressed by the Town within 45 days after receipt by the 
Town. Failure of the Town to comply with the above audit 
requirements shall constitute a violation of this Agreement 
and may result in the withholding of future payments. The 
Annual Audit requirement is applicable to all levels of 
funding received by the Town under this Agreement, even if 
the level of funding is less than the current thresholds cited 
in 2 C.F.R. § 200.501. 
11.1.2.6 
Performance Monitoring – The County will monitor the Town 
to determine whether HOME funded activities are 
implemented and administered in accordance with all 
applicable federal requirements and gauge performance of 
the Town against goals and performance standards 
required in this Agreement. The Town shall ensure that all 
required files and documentation are available at scheduled 
monitoring visits. The failure of the Town to administer, 
implement, and perform as determined by federal 
regulations and by the County shall constitute non-
compliance with this Agreement. Non-compliance is a 
violation of this Agreement and may result in the withholding 
of future payments. 
 
12.0 
ENVIRONMENTAL REVIEW CONDITIONS  
12.1 
Completion of the Environmental Review Record (ERR) is mandatory before taking 
any physical action on a site or entering into choice-limiting contracts. Only exempt 
activities such as administration may be taken and reimbursed by the County prior 
to receiving a written release of HOME funds to the Town. Exempt activities 
described in 24 C.F.R. § 58.34(a)(1)-(11) are activities that generally have no 
physical impact on the environment. If federal funds are involved in an activity, 
then neither federal nor non-federal funds may be expended or committed by 
contract (conditional or not) for property acquisition, rehabilitation, conversion, 
lease, repair, or construction activities until either HUD or the County provides the 
Town with written authorization based on approval of an ERR. 
12.2 
An option agreement (to purchase land or a single-family residence) on a proposed 
site or property is allowable prior to the completion of the environmental review if 
the option agreement is contingent upon a HUD authorization to use funds based 
on the completion of the ERR. The cost of the option must be a nominal portion of 
the purchase price. 
12.2.1 The Town agrees to comply with: The National Environmental Policy Act of 
1969 (P.L. 91-190) pursuant thereto 40 C.F.R. Parts 1500 – 1508; 
Environmental 
Review 
Procedures 
for 
Entities 
Assuming 
HUD 
Environmental Responsibilities pursuant thereto Title 24 C.F.R. Part 58, 
Subpart 
A; 
CPD 
Notice 
01-11 
HOME 
Environmental 
Review 
Requirements; and all conditions required in the process of the 
environmental assessment.

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Town of Gilbert 
12.2.2 Air and Water - The Town shall comply with the following requirements 
insofar as they apply to the performance of this Agreement: 
12.2.2.1 
Clean Air Act, 42 U.S.C. § 7401, et seq., as amended. 
12.2.2.2 
Federal Water Pollution Control Act, as amended, 33 U.S.C. 
§§ 1251, et seq, as amended, Section 1318 relating to 
inspection, monitoring, entry, reports, and information, and 
all regulations and guidelines issued thereunder. 
12.2.2.3 
Environmental 
Protection 
Agency 
(EPA) 
regulations 
pursuant to 40 C.F.R. § 50, as amended. 
12.2.2.4 
The Town agrees to comply with conditions set forth by the 
Air Quality Department or other County agency, as required. 
12.2.2.5 
Flood Disaster Protection - In accordance with the 
requirements of the Flood Disaster Protection Act of 1973 
(42 U.S.C. § 4001), the Town shall ensure that for activities 
located in an area identified by FEMA as having special 
flood hazards, flood insurance under the National Flood 
Insurance Program is obtained and maintained as a 
condition of financial assistance for acquisition or 
construction purposes. The Town shall require the 
homeowner to obtain and maintain flood insurance as a 
condition of funding, or funds shall not be utilized. 
12.2.2.6 
Historic Preservation – The Town shall comply with the 
Historic Preservation requirements set forth in the National 
Historic Preservation Act of 1966 (16 U.S.C. § 470) and the 
procedures set forth in 36 C.F.R. § 800, Advisory Council 
on Historic Preservation Procedures for Protection of 
Historic Properties, insofar as they apply to the performance 
of this Agreement.  
12.2.2.7 
Release of Funds (ROF) - No funds may be encumbered 
prior to the completion of the Environmental Review. The 
ERR must be completed before any funds are obligated. 
Funding also is conditioned upon the completion of the ERR 
of every activity site by address. The responsibility for 
certifying the appropriate ERR and ROF shall rest with the 
County. It is the responsibility of the Town to notify the 
County and to refrain from making any commitments and 
expenditures on a site until a ROF has been issued by the 
County. Failure to meet these conditions will mean that 
requested funds will not be disbursed.  
 
13.0 
ADDITIONAL CERTIFICATIONS, WARRANTIES, AND AGREEMENTS 
13.1 
The Town agrees to undertake the same obligations as the County has undertaken 
to HUD pursuant to the County’s Annual Action Plan (included in this Agreement 
by reference) and shall adhere to the federal Certifications referenced below, 
including Attachment 1 - Certification for a Drug-Free Workplace (HUD form 
50070) and Attachment 2 - Certification of Payments to Influence Federal 
Transactions (HUD form 50071). The Town shall hold the County harmless, 
defend, and indemnify the County against any damages or other liabilities that the 
County may incur with respect to HUD as a result of any failures on the part of the 
Town.  
13.2 
The Town agrees:

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Town of Gilbert 
13.2.1 
To ensure that the total HOME investment in each unit does not 
exceed the maximum per unit subsidy (24 C.F.R. § 92.250) for the 
area in which the property is located. This limit is updated annually. 
Refer to Attachment 3 of this Agreement.  
13.2.2 
To ensure that the period of affordability imposed on the Project 
reflects the per unit subsidy limit. The minimum affordability period 
is five years for HOME subsidies of less than $15,000 per unit; ten 
years for subsidies of $15,000 to $40,000; and 15 years for 
subsidies greater than $40,000. 
13.2.3 
To ensure that the annual Homeownership Value Limits are not 
exceeded. HOME funds for homebuyer assistance or single-family 
rehabilitation Projects must have an initial purchase price that does 
not exceed 95% of the median purchase price for Maricopa County. 
These limits apply to homeownership units assisted with HOME 
funds for the following single-family activity types: new housing 
construction for resale; homebuyer assistance; acquisition with 
rehabilitation for resale; and owner-occupied housing rehabilitation. 
This limit is updated annually. Refer to Attachment 3 of this 
Agreement. 
13.2.4 
To utilize and make available the HOME funds in conformity with 
the non-discrimination and equal opportunity requirements set out 
in the HUD regulations in the National Housing Affordability and 
Stability Act (24 C.F.R. §§ 92.350-92.454), which include: 
13.2.5 
Implementation of the Fair Housing Act, (42 C.F.R. §§ 3601-3620), 
and implementing regulations at 24 C.F.R. § 100 (discriminatory 
conduct under the Fair Housing Act), Executive Order 11063 (Equal 
Opportunity in Housing) as amended by Executive Order 12259 
(leadership and coordination of fair housing in federal programs) (3 
C.F.R. §§ 1958-1963 Comp., p. 652 and 3 C.F.R. § 1980, Comp. p. 
307) and implementing regulations at 24 C.F.R. Part 107 
(nondiscrimination and equal opportunity in housing under 
Executive Order 11063), and Title VI of the Civil Rights Act of 1964 
(42 U. S. C. §§ 2000d, et seq.), and implementing regulations at 24 
C.F.R. Part 1 (Nondiscrimination in Federally Assisted Programs of 
HUD); 
13.2.6 
Affirmatively further fair housing, which includes taking appropriate 
actions to overcome the effects of any impediments identified in the 
County’s “Analysis of Impediments to Fair Housing Choice” and 
maintain records reflecting any actions taken in regard to fair 
housing;  
13.2.7 
Adhere to Executive Order 13166 (Improving Access to Services 
for Persons with Limited English Proficiency) in accordance with 
Title VI of the Civil Rights Act of 1964; 
13.2.8 
Implementation of the prohibitions against discrimination on the 
basis of age under the Age Discrimination Act of 1975 (42 U.S.C. 
§§ 6101, et seq.) and the regulations at 24 C.F.R. § 146 
(nondiscrimination on the basis of age in HUD programs or activities 
receiving federal financial assistance); 
13.2.9 
Implementation of the prohibitions against discrimination on the 
basis of handicap under Section 504 of the Rehabilitation Act of 
1973 (29 U.S.C. §§ 794, et seq.) and implementing regulations at

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Town of Gilbert 
24 C.F.R. § 8 (nondiscrimination based on handicap in federally 
assisted programs and activities of HUD) and the Americans with 
Disabilities Act 1990 (42 U.S.C. §§ 12101, et seq.); 
13.2.10 
Adhere to the requirements of the Executive Order 11246 (Equal 
Employment Opportunity) and the regulations issued under the 
Order at 41 C.F.R. Chapter 60 (3 C.F.R. §§ 1964-65, Comp, p. 
339);  
13.2.11 
Implementation of the requirements of Section 3 of the Housing and 
Urban Development Act of 1968 (12 U.S.C. § 1702u) (Employment 
Opportunities for Business and Lower Income Persons in 
Connection with Assisted Activities);  
13.2.12 
Implementation of the requirements of Executive Orders 11625 and 
12432 regarding MBE development and 12138 regarding WBE, 
and Regulations S. 85.36 (e) and of Section 281 of the National 
Housing Affordability and Stability Act; and 
13.2.13 
Implementation of the requirements of the HUD 246 Rule (24 C.F.R. 
Part 5 Final Rule 5863) to ensure equal access to housing and 
services regardless of gender identity. 
13.3 
The Town agrees that it will prepare and adopt acceptable procedures and 
requirements for affirmatively marketing units funded under the HOME Program, 
when HOME Program-assisted housing contains five (5) or more rental units, by 
providing information about the availability of HOME Program-assisted units that 
are vacant at the time of completion or that later become vacant. The Town shall 
make good faith efforts to provide information and to otherwise attract eligible 
persons from all racial, ethnic, and gender groups in the housing market to the 
available housing during the period of affordability. These procedures and 
requirements are not applicable when units are occupied by families referred from 
a Public Housing Authority's (PHA) waiting list, or to families receiving tenant-
based rental assistance provided from HOME funds. 
13.4 
HOME funds may not be used for operations or modernization of public housing 
projects financed under the Housing Act of 1937. 
13.5 
The County, as the participating jurisdiction, assumes all the responsibilities for 
environmental review, decision making, and action under the National 
Environmental Policy Act of 1969 (42 U.S.C. § 4321) and the other provisions of 
the law that would apply to HUD were HUD to undertake such Activities as Federal 
Activities in accordance with 24 C.F.R. § 58 (environmental review procedures for 
entities assuming HUD environmental responsibilities). The County will assume 
the responsibilities for the Request for Release of Funds. The Town shall not 
commit or incur expenditures for HOME activities until the environmental review 
process has been completed. Should it be determined that the Town incurred 
expenses in violation of the NEPA requirements, the Town will be responsible for 
the full costs for such expenditures and repayment of any related reimbursements. 
The Town shall provide all necessary assistance to the County in completing this 
environmental review process. 
13.6 
The Town agrees to comply with the acquisition and relocation requirements of the 
Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 
(URA) (42 U.S.C. §§ 4291-4655) and the governmental implementing regulations 
at 49 C.F.R. Part 24; and follow a residential anti-displacement and relocation 
assistance plan required under §104(d) of the Housing and Community 
Development Act of 1974, as amended, in connection with any activity assisted 
with funding as they apply to the HOME Program.

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Town of Gilbert 
13.7 
The Town shall comply with the Davis-Bacon Act (40 U.S.C. §§ 276a, et seq.), 
Contract Work Hours and Safety Standards Act (40 U.S.C. §§ 327, et seq.) related 
acts, and the provisions of 24 C.F.R. § 24 regarding Government Debarment and 
Suspension as they apply to this HOME Program. 
13.8 
The Town shall comply with the Flood Disaster Protection Act of 1973 (42 U.S.C. 
§§ 4001, et seq.) as it applies to this HOME Program. 
13.9 
The Town shall comply with the Drug-Free Workplace Act of 1988 as it applies to 
the HOME Program. 
13.10 Housing assisted with HOME Program funds constitutes HUD-assisted housing for 
the purposes of the Lead-Based Paint Poisoning Prevention Act (42. U.S.C. §§ 
4801, et seq.) and is therefore subject to 24 C.F.R. § 35. 
13.11 No person who is an employee, agent, consultant, officer or elected official, or 
appointed official who exercises or has exercised any functions or responsibilities 
with respect to activities assisted with HOME funds or who is in a position in a 
decision making process or gains inside information with regard to these activities, 
may obtain a financial interest or benefit from a HOME-assisted activity, either for 
himself/herself or those whom the person has family or business ties, during 
his/her tenure or for one year thereafter. 
 
14.0 
SUBCONTRACTS AND VENDORS  
14.1 
Approvals – Unless expressly authorized in this Agreement, exempt activities such 
as architectural, engineering, and administration may not be undertaken and 
reimbursed by the County prior to receipt of HUD Request Release of Funds 
(RROF). Exempt activities described in 24 C.F.R. § 58.34(1)(1)-(11) are activities 
that generally have no physical impact on the environment. Otherwise, the Town 
shall not expend or commit federal or non-federal funds by contract (conditional or 
not) for property acquisition, rehabilitation, conversion, lease, repair or 
construction activities, until HUD has provided written authorization based on 
approved ERR. Any pre-Agreement costs entered into by Subcontract with any 
agency or individual in the performance of this Program that are not exempt 
activities without Release of Funds (ROF) from the County prior to the execution 
of such Agreement. 
14.2 
DUNS Number – All Subcontractors shall have a valid DUNS number and an active 
profile in the federal System for Award Management, or SAM. 
14.3 
Fees – The Town and all Subcontractors under this Agreement shall not charge 
servicing, origination, or other fees for the costs of administering the HOME 
Program, except as permitted by 24 C.F.R. § 92.214(b)(1). 
14.4 
Selection Process – The Town shall ensure that all Subcontracts in the 
performance of this Agreement are awarded on a fair and open competitive basis. 
Executed copies of all Subcontracts shall be forwarded to the County along with 
documentation, if requested, concerning the selection process. 
14.5 
Section 3 of the Housing and Urban Development Act of 1968 – The Town shall 
include the Section 3 clause in every Subcontract and shall take appropriate action 
pursuant to the Subcontract upon a finding that a Subcontractor is in violation of 
regulations issued by HUD. The Town shall not subcontract with any entity where 
the Town has notice or knowledge that the entity has been found in violation of the 
regulations under 24 C.F.R. § 135. The Town has the responsibility of determining 
Section 3 eligibility. 
14.6 
Monitoring – The Town shall monitor/review all subcontracted services to assure 
contract compliance. Results of monitoring efforts shall be summarized in

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Town of Gilbert 
Quarterly Performance Reports and supported with documented evidence, if 
requested, of follow-up actions taken to correct areas of noncompliance. 
 
15.0 
THE COUNTY CERTIFIES 
15.1 
That a public purpose is served by the County contracting for activities identified 
in Section 3 (Work Statement). 
15.2 
That the HOME Program funds designated for the Work Statement activities 
constitute reasonable and prudent assistance.  
 
16.0 
THE TOWN AGREES TO 
16.1 
Complete and submit to the County all Environmental Reviews (ERs) in a timely 
manner. 
16.2 
Submit all Requests for Reimbursements and Amendments to the County in a 
timely manner. 
16.3 
Keep the Maricopa HOME Consortium informed of progress toward goals. 
16.4 
Serve as the lien holder for all real estate developed, if applicable. 
16.5 
Provide, at the completion of the Project, a close out memo detailing the on-going 
HOME requirements and responsibilities for the affordability period. 
 
17.0 
PROGRAM COMPLETION 
17.1 
Upon completion of the Agreement activities, any Agreement funds not expended 
shall be retained by the County for reallocation as defined by the Maricopa HOME 
Consortium Policies and Procedures.  
17.2 
The disposition of any property purchased during the term of this Agreement shall 
follow Section 1 (General Provisions), Paragraph 47.0 (Property).  
17.3 
The Town shall continue to be responsible for compliance activities until all HOME 
Program requirements and contractual obligations are met, including affordability 
restrictions. The Town’s obligations shall not end until all close-out requirements 
are completed. The County will notify the Town in writing that a Completion Report 
is due to the County within sixty (60) days after one of the following occurrences: 
17.3.1 Funds have been expended for the activity; 
17.3.2 The Work Statement has been completed; 
17.3.3 This Agreement has expired; or 
17.3.4 The Agreement has otherwise been terminated. 
17.4 
Following the receipt and approval of the Completion Report for each activity, the 
County will notify the Town in writing that each activity is closed. In compliance 
with 24 C.F.R. § 92.502(d), all Project completion data shall be entered into IDIS 
by the County within 120 days after the final drawdown. Project completion means 
Projects have all necessary title transfer and construction work completed, 
Projects comply with HOME requirements including property standards set forth at 
24 C.F.R. § 92.251, the final draw has been disbursed, and the projection 
completion data has been entered into IDIS. 
17.5 
For the purposes of a rental Project, the following shall apply: 
17.5.1 The Project shall be completed when the site receives a Certificate of 
Occupancy;  
17.5.2 It is not required for a beneficiary to be identified for the Project to be 
considered complete. Vacant rental units may be marked as vacant when 
completion data is entered into IDIS.  
17.5.3 If any rental unit remains unoccupied six (6) months after the date of Project 
completion, the Town must provide the County information about marketing

Section 2 
Special Provisions 
 
 
Page 34 of 49 
Town of Gilbert 
efforts to place occupants in the unit and, if appropriate, an enhanced plan 
for marketing the unit so that it is leased as quickly as possible.  
17.5.4 Within eighteen (18) months after the date of Project completion, if efforts 
to market the unit are unsuccessful and the unit is not occupied by an 
eligible beneficiary (or beneficiaries), the Town shall be required to repay 
all HOME funds invested in the unit. 
 
18.0 
FAILURE TO MAKE PROGRESS  
18.1 
The failure of the Town to make progress according to the Work Statement may 
result in the termination of this Agreement, de-obligation of funds, or recapture of 
funds. The Town agrees to meet with the County at the site at which the funded 
activity is to take place to discuss progress and allow the County to provide 
technical assistance if: 
18.1.1 The Town fails to complete an Environmental Review pursuant to Section 
2 (Special Provision) Paragraph 12.0 (Environmental Review Conditions) 
within one hundred and eighty (180) calendar days after the date this 
Agreement is executed; 
18.1.2 The Town fails to commit funds to a specific local Project in accordance 
with the terms of this Agreement within eighteen (18) months after the date 
of full execution of this Agreement. Commit for the purposes of this 
paragraph shall have the same meaning as in 24 C.F.R. § 92.2(2)(i)-(iii). 
18.1.3 The Town fails to expend HOME funds in performance of Project activities 
in accordance with the terms of this Agreement within twenty-four (24) 
months after the date of full execution of this Agreement.  
18.1.4 Within six (6) months after the date of Project completion, if a unit remains 
unoccupied, then the Town must provide the County information about 
current marketing efforts and, if appropriate, an enhanced plan for 
marketing the unit so that it is leased as quickly as possible. Within 18 
months from the date of Project completion, if efforts to market the unit are 
unsuccessful and the unit is not occupied by an eligible tenant, then HUD 
will require repayment of all HOME funds invested in the unit. A unit that 
has not served a low-, or very low-income household has not met the 
purpose of the HOME program. Therefore, the costs associated with the 
unit are ineligible. This tracking provides the County with early notice of any 
units at risk of going unoccupied as described in 24 C.F.R. § 92.252.  
18.2 
The County will terminate this Agreement and recapture funds, if the Town does 
not perform the activities described in the Work Statement of this Agreement. The 
County, in its sole discretion, may forgo providing technical assistance and require 
repayment of funds as outlined in this Agreement under Section 1, Paragraph 5.0, 
or terminate the Agreement for cause under Section 1, Paragraph 5.0. 
 
19.0 
GENERAL CONDITIONS 
19.1 
Administrative Change Orders and Addenda – The Human Services Department 
Director may a.) make changes within the general scope of the Agreement on 
behalf of the County through Administrative Change Orders, and b.) identify the 
single-family properties that are subject of Paragraph 2.0 (Scope of Work) of 
Section 3 (Work Statement) of this Agreement through Addenda. Both 
Administrative Change Orders and Addenda shall be approved and fully executed 
by the Human Services Department Director and the authorized representative for 
the Town.  
19.1.1 Administrative Change Orders may address any of the following areas:

Section 2 
Special Provisions 
 
 
Page 35 of 49 
Town of Gilbert 
19.1.1.1 
Modifications to the Project timeline if the last day of the Project 
timeline is within the Agreement term;  
19.1.1.2 
Modifications to Budget line items if the Agreement Amount 
remains unchanged;  
19.1.1.3 
Modifications required by federal, state, or County regulations, 
ordinances, or policies;  
19.1.1.4 
Modifications to administrative requirements such as changes 
in reporting periods, frequency of reports, or report formats 
required by HUD or local regulations, policies, or requirements; 
and 
19.1.1.5 
Modifications to Administrative requirements such as changes 
in reporting periods, frequency of reports, or report formats 
required by HUD or by local regulations, policies, or 
requirements.  
19.1.2 Addenda: 
19.1.2.1 
The Town shall submit to the County, an Addendum when each 
property has been identified and will be acquired by the Town 
for rehabilitation activities under this Agreement. A sample 
Addendum is attached as Attachment 5; and 
19.1.2.2 
All Addenda shall be integrated into the Agreement. 
19.1.3 It is the responsibility of the Town to ensure the latest documents are 
consulted and followed. 
 
20.0 
REVERSION OF ASSETS 
20.1 
Unexpended funds must be de-obligated and returned to the County for 
reallocation. At the expiration of this Agreement, the County, upon 
recommendation of the Maricopa HOME Consortium staff, may reallocate any 
unencumbered funds per the Consortium reallocation policy, as stated in the 
Maricopa 
HOME 
Consortium 
Intergovernmental 
Three-year 
Cooperative 
Agreement. A written letter to de-obligate funds will be sent to the Town from the 
County a minimum of ninety (90) calendar days prior to termination of this 
Agreement.  
 
21.0 
VIOLENCE AGAINST WOMEN REAUTHORIZATION ACT of 2013 
21.1 
The Town must comply with VAWA 2013, which applies to all victims of domestic 
violence, dating violence, sexual assault, and stalking, regardless of sex, gender 
identity, or sexual orientation, and which must be applied consistent with all 
nondiscrimination and fair housing requirements. The Town must meet the 
requirements as specified in 24 C.F.R. § 92.359. The Town must give a Notice of 
Occupancy Rights to tenants and applicants to ensure they are aware of their 
rights under VAWA, maintain an emergency transfer plan, and document incidents 
of domestic violence, dating violence, sexual assault, and stalking.

Page 36 of 49 
Town of Gilbert 
 
 
 
SECTION 3 
 
WORK STATEMENT 
 
 
 
 
 
 
MARICOPA COUNTY  
 
HUMAN SERVICES DEPARTMENT

Section 3 
Work Statement 
 
 
Page 37 of 49 
Town of Gilbert 
MARICOPA COUNTY 
 
HOME Investment Partnerships Program 
Program Year 2020 
 
Consortium Member: Town of Gilbert, Arizona 
Project: Acquisition and Rehabilitation of Rental Housing 
Program Year 2020 HOME Funds: $274,650 
Type of Property: Single Family 
 
1.0 
SCOPE OF WORK 
1.1  
Purchase and rehabilitate one (1) new permanent affordable rental home in the 
Town of Gilbert. A Subcontractor will utilize HOME funds for the purchase and 
minor rehabilitation of one home to be rented for income eligible residents. The 
contracting agency will ensure that eligible beneficiaries do not exceed the 
Maricopa County HOME Income Limits in Attachment 4. The contracting agency 
will not exceed the HOME Rent Limits, including utilities, contained in Attachment 
4. Gilbert currently has (17) permanent affordable rental homes. Affordable rental 
property is a high priority goal in Gilbert’s Consolidated Plan. 
1.2  
Type of assistance/activity to be provided with HOME funds: Acquisition and 
Rehabilitation of Rental Housing and the creation of a permanent, affordable rental 
home. 
1.3  
Methods and instruments used for ensuring affordability: Recapture provision. The 
HOME funds will be secured by a Deed of Trust and Promissory Note. 
The Town of Gilbert utilizes a recapture provision that will require the HOME funds 
to be repaid in full by either the Subcontractor or the Town, if the unit is determined 
to be no longer eligible. Funds to be repaid will be based on the entire amount of 
HOME subsidy that was originally used to purchase and rehabilitate the unit. All 
units are secured by a Deed of Trust and Promissory Note. 
1.4  
Anticipated use of Program Income: No Program Income anticipated. 
 
2.0 
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 rental 
housing, acquisition/New 
Construction of rental 
housing, Expansion of 
assisted rental units in the 
private marketplace 
  
Housing Activities in a 
targeted revitalization 
area

Section 3 
Work Statement 
 
 
Page 38 of 49 
Town of Gilbert 
 
3.0 
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 
Purchase and 
rehabilitate one 
single family unit 
home for a 
household at or 
below 60% of 
the Area Median 
Income 
Expand affordable 
housing 
opportunities 
Safe and 
decent housing 
for a low 
income 
household. 
Stable 
neighborhoods 
 
4.0 
PROPOSED BENEFICIARIES:  
Targeted Population by 
Income Level 
Number of 
Households 
Total Number 
of Units 
Number of HOME 
Assisted Units in 
program (if rental)  
Households at or below 50% 
 
 
 
Households at or below 60% 
1 
1 
1 
Households at or below 80% 
 
 
 
TOTAL 
1 
1 
1 
 
5.0 
PRIORITY POPULATION: 
Priority Populations 
No. of Units 
Elderly 
 
Physically Disabled 
 
Other Priority 
Populations: Veterans, 
Homeless

Section 3 
Work Statement 
 
 
Page 39 of 49 
Town of Gilbert 
 
6.0 
PERFORMANCE REPORTING GOALS/TIMELINE OF ACTIVITIES: 
MILESTONES 
COMPLETION DATE 
HOME Amendment signed by Town Council 
October 13, 2020  
Market Study 
December 12, 2020  
Underwriting 
February 1, 2021  
Secure Financing 
February 10, 2021  
Environmental Review 
February 1, 2021  
Obtain Site Control 
March 15, 2021  
Developer Selected and Signed Development 
Contract 
September 15, 2020  
Home Set up Report to County 
March 20, 2021  
Acquisition and/or Rehab and/or Construction to 
commence 
March 30, 2021  
Rehab complete or Certificate of Occupancy 
May 15, 2021  
Unit Occupied by Low/-Income Person/Family 
June 15, 2021  
Completion Report submitted to Town 
July 20,2021  
Any change to the Timeline will need to be approved by the County.  
 
7.0 
ACTIVITY BUDGET SUMMARY: 
 
ACTIVITY 
HOME 
FUNDS 
CASH 
MATCH  
 
OTHER 
RESOURCES 
(9.0) 
TOTAL 
ACTIVITY 
BUDGET 
Acquisition  
$250,000 
0 
 
$250,000 
Site Demolition 
0 
 
 
0 
Rehabilitation/Development 
Costs  
$8,150 
 
 
$8,150 
Professional/Developer Fees 
$16,500 
 
 
$16,500 
Administration 
0 
 
 
0 
Down Payment Assistance 
0 
 
 
0 
 TOTALS 
$274,650 
 
 
$274,650 
Cash match dedicated to this Project only. 
  
8.0 
SOURCE AND AMOUNT OF OTHER RESOURCES:   
FUNDING AGENCY 
AMOUNT 
VOLUNTEER/ 
IN-KIND AMOUNT 
None

Section 3 
Work Statement 
 
 
Page 40 of 49 
Town of Gilbert 
 
9.0 
ACTIVITY MATCH: Funds committed to the Project. Match commitment must equal 25% 
of the HOME funds requested. Documentation is due at the time of each request for 
payment.  
TYPE 
SOURCE/FUNDING 
AGENCY 
Federal Home Loan Bank 
(FHLB) funds from non-federal 
source  
$68,652.50* 
Value of waived taxes, fees or 
charges associated with 
HOME projects 
 
Value of donated land or real 
property 
 
Value of donated materials, 
equipment, labor and 
professional services 
 
Sweat equity 
 
TOTALS 
$68,652.50* 
* Per CARES Act waiver the Town will not be obligated to, nor will it provide, match for 
HOME funds expended between October 1, 2019, and September 30, 2021.

Page 41 of 49 
Town of Gilbert 
 
 
 
 
SECTION 4 
 
COMPENSATION 
 
 
 
 
 
 
MARICOPA COUNTY 
  
HUMAN SERVICES DEPARTMENT

Section 4 
Compensation 
 
Page 42 of 49 
Town of Gilbert 
1.0 
COMPENSATION 
1.1 
The Town will only utilize HOME funds to pay for eligible activities and costs of 
those activities permitted in 24 C.F.R. § 92.300 and not specifically prohibited 
under 24 C.F.R. § 92.214 (Prohibited Activities and Fees). 
1.2 
The Town shall be reimbursed utilizing the Catalog of Federal Domestic 
Assistance (CFDA): 14.239, HOME Investment Partnerships Program provided to 
the County through the U.S. Department of Housing and Urban Development 
(HUD). 
1.3 
Subject to the availability and authorization of funds for the explicit purposes set 
forth below, the County will compensate for services rendered as indicated in the 
following subparagraphs. 
1.4 
The Town shall not retain any funds drawn down in excess of immediate cash 
needs (to be used within 15 days after drawing down) to cover subsequent 
requests for reimbursement. Any excess funds must be returned to the County 
within 30 calendar days after receipt. The Town also must return to the County any 
interest that is earned on these funds that are drawn down and not expended for 
eligible costs within 15 calendar days after the funds have been draw down. 
 
2.0 
METHOD OF PAYMENT 
2.1 
The Town agrees to submit reimbursement requests utilizing the approved 
Reimbursement Request Form to the County, along with the Match Log 
Certification Form. The Town may request funds only after it has satisfied the 
funding contingencies and federal Environmental Review conditions and has a 
written agreement in place for Project activities. Requests for reimbursement must 
be made using the County approved format. 
2.2 
The Town may not request disbursement of funds under this Agreement until the 
funds are needed for payment of eligible costs. The amount of each request must 
be limited to the amount needed.  
2.3 
All Program Income funds reported in the Annual Action Plan to be expended on 
activities outlined in this Agreement must be disbursed before the Town requests 
HOME Entitlement funds from the County.  
2.4 
The County agrees to reimburse the Town for actual allowable costs incurred, 
upon certification of HUD Environmental Release of Funds and submittal by the 
Town of an itemized statement of actual expenditures incurred, supported by 
appropriate documentation. Reimbursement by the County is not to be construed 
as final if HUD disallows reimbursement for the Program or activity or any portion 
thereof. The County shall reimburse the Town on a Net 0 payment standard.  
 
3.0 
TIMELINESS 
The Town must make its best effort to seek reimbursement of expenditures within the 
same fiscal year in which the expenditures are incurred. The fiscal year runs July 1st 
through June 30th and all Requests for Reimbursement shall be submitted no later than 
July 10th for the preceding fiscal year. 
 
4.0 
FINAL REIMBURSEMENT UPON AGREEMENT TERMINATION 
4.1 
Prior to termination of this Agreement at the date identified on page 1 of this 
Agreement, or as may be amended, the Town shall submit the final reimbursement 
request.  
4.1.1 This request shall be submitted no later than 30 calendar days after the 
termination date except as noted immediately below.

Section 4 
Compensation 
 
Page 43 of 49 
Town of Gilbert 
4.1.2 If the termination date is between June 10th and June 30th, then the final 
reimbursement request shall be submitted by July 10th. 
4.1.3 The final progress report, and any other required reports that may be 
applicable shall be submitted with the final reimbursement request.

Page 44 of 49 
Town of Gilbert 
 
 
 
SECTION 5 
 
ATTACHMENTS 
 
 
 
 
 
 
MARICOPA COUNTY 
 
HUMAN SERVICES DEPARTMENT

Section 5 
Attachments  
 
Page 45 of 49 
Town of Gilbert 
Attachment 1

Section 5 
Attachments  
 
Page 46 of 49 
Town of Gilbert 
Attachment 2

Section 5 
Attachments  
 
Page 47 of 49 
Town of Gilbert 
 
Attachment 3 
 
HOME Maximum Per-Unit Subsidy Limits  
 
This limit determines the maximum amount of HOME funds that may be invested on a per-unit 
basis in HOME-assisted housing projects as of June 4, 2020. 
 
Bedroom 
Size 
Maximum HOME per unit subsidy limit 
0 Bedroom 
$ 153,314 
1 Bedroom 
$ 175,752 
2 Bedrooms 
$ 213,718 
3 Bedrooms 
$ 276,482 
4 Bedrooms 
$ 303,490 
5 Bedrooms 
$ 303,490 
 
Please request updated HOME maximum per unit investment limits from the Maricopa County 
Housing and Community Development Division on an annual basis, as these limits are adjusted 
annually by the U.S. Department of Housing & Urban Development (HUD). For current Maricopa 
HOME Consortium limits, refer to additional Maricopa County Information Bulletins here: 
https://www.maricopa.gov/3893/Funding-Notices-Bulletins More information can be found here: 
https://www.hudexchange.info/resource/2315/home-per-unit-subsidy/  
 
 
 
 
HOME Homeownership Value Limits (95% Limits) 
 
Community Housing Development Organizations using HOME funds for homeownership 
assistance for new housing construction for resale must have an initial purchase price that does 
not exceed 95% of the median purchase price for Maricopa County, which is $313,000 as of July 
1, 2020. 
 
Please request updated HOME Homeownership Value Limits from the Maricopa County Housing 
and Community Development Division on an annual basis, as these limits are adjusted annually 
by the U.S. Department of Housing & Urban Development (HUD), or go to either 
www.maricopa.gov/3893 or HUD’s website for the updated versions each year.

Section 5 
Attachments  
 
Page 48 of 49 
Town of Gilbert 
 Attachment 4 
 
Maricopa County HOME Income Limits and HOME Rent Limits

Section 5 
Attachments  
 
Page 49 of 49 
Town of Gilbert 
Attachment 5 
 
 
ADDENDUM 
TO THE AGREEMENT BETWEEN 
MARICOPA COUNTY  
ADMINISTERED BY ITS HUMAN SERVICES DEPARTMENT 
AND 
__________________________ 
ACTIVITY: 
Acquisition and Rehabilitation of Five Single Family 
Residential Houses 
CONTRACT START DATE:  
 
CONTRACT END DATE: 
 
 
CONTRACT NUMBER: 
 
 
ACTIVITY FUNDING AMOUNT: 
 
I. 
The purpose of this Addendum is to identify the property(ies) acquired for program 
activities. 
 
II. 
Pursuant to the Agreement Section 3 (Work Statement), Paragraph 18.0 (General
Conditions), the following property is hereby identified for purchase: ________________ 
 
II. 
Remaining terms of the original Agreement not amended hereby remain in full force and 
effect. 
IN WITNESS WHEREOF, the parties have executed this Agreement to be effective on the year 
and day first above written. 
NEWTOWN CDC (CHDO) 
MARICOPA COUNTY 
 
 
 
 
 
 
 
 
 
 
Authorized Signature  
 
Date 
 
Bruce Liggett, Director 
 
Date 
CITY OF CHANDLER 
Approved as to form: 
 
 
 
 
 
 
 
 
 
 
Authorized Signature  
 
Date 
 
Deputy County Attorney  
Date