CITY OF CHANDLER IGA HOME AMENDMENT 5.PDF
Extracted text (via pymupdf)
19115 characters
Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 1 of 10 AMENDMENT No. 5 TO THE INTERGOVERNMENTAL AGREEMENT BETWEEN MARICOPA COUNTY ADMINISTERED BY ITS HUMAN SERVICES DEPARTMENT AND CITY OF CHANDLER I. Maricopa County (“County”) administered by its Human Services Department and the City of Chandler (“City”) entered into a financial Intergovernmental Agreement (“Agreement”) on or about February 15, 2017. The purpose of the Agreement is for the City to provide: 1) single-family owner-occupied housing reconstruction and, 2) tenant based rental assistance. The County provided the City with $299,853 in 2016 HOME Investment Partnerships Program (HOME) funds from the U.S. Department of Housing and Urban Development (HUD). The Agreement term is July 1, 2016, through February 15, 2019. Expenditures for the Agreement activities shall be reimbursable through February 15, 2019. The County and the City may be referred to individually as the “Party” and collectively referred to as “Parties.” The Parties executed Administrative Change Order No. 1 on or about May 23, 2017, to revise the Activity Budget Summary. The Change Order did not impact the overall budget of the Agreement. The Parties executed Amendment No. 1 on or about February 13, 2018. The Amendment extended the term of the Agreement from February 15, 2019, through September 30, 2021. The County provided the City an increase in funding in the amount of $298,870 PY17 HOME funds. The Amendment added two (2) Work Statements 2017A, and Work Statement 2017B which addressed the following: • 2017A Work Statement – the City to acquire, rehabilitate and resell a single-family home. The County provided the City with $100,652 for this activity. The expenditure time frame is through September 30, 2021. • 2017B Work Statement – the City to provide tenant based rental assistance and administration costs and increase the number of households assisted by 20. The County provided the City with $198,218 for this activity. The expenditure time frame expires September 30, 2021. • The Agreement funding amount increased to $598,723. The Parties executed Administrative Change Order No. 2 on or about February 26, 2018, to revise the Activity Budget Summary. The Change Order did not impact the overall budget of the Agreement. The Parties executed Amendment No. 2 on or about October 18, 2018. The County provided the City an increase in funding in the amount of $421,957 PY18 HOME funds. The Amendment added two (2) Work Statements 2018 A, and Work Statement 2018 B which addressed the following: • 2018 A Work Statement - the City to acquire, rehabilitate and resell a single-family home. The County provided the City with $189,473. The expenditure term for this Work Statement shall expire on September 30, 2022. Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 2 of 10 • 2018 B Work Statement - the City to provide tenant based rental assistance. The County will provide the City with $232,484. The expenditure term for this Work Statement shall expire on September 30, 2022. • The Agreement funding amount increased to $1,020,680. The Parties executed Amendment No. 3 on or about April 28, 2020. The County provided the City an increase in funding in the amount of $370,876.29 PY 2019 HOME funds. The Amendment added two (2) Work Statements 2019 A, and Work Statement 2019 B which addressed the following: • 2019 A Work Statement - the City to acquire, rehabilitate and resell a single-family home . The County provided the City with $141,585. The expenditure term for this Work Statement shall expire on September 30, 2023. • 2019 B Work Statement - the City to expand the tenant based rental assistance program. The County will provide the City with $229,291.29. The City shall utilize $60,468.73 of Program Income and recaptured funds for this Work Statement. The expenditure term for this Work Statement shall expire on September 30, 2023. • The Agreement funding amount increased to $1,391,556.29. The Parties executed Amendment No. 4 on or about June 28, 2023. The County provided the City an increase in funding in the amount of $2,991,248 ($410,705 PY20 HOME funds, $2,127,535 PY21 HOME and HOME-ARP funds, $453,008 PY22 HOME funds). The Agreement funding amount increased to $4,382,804.29. • 2020 & 2021 Work Statement A – The City to acquire, rehabilitate and resell single- family homes. The County provided the City with $307,781. The expenditure term for this Work Statement shall expire on September 30, 2025. • Work Statement 2021 HOME-ARP – The City to provide development of affordable rental housing. The County provided the City with $1,717,654 of HOME-ARP funding. The expenditure term for this Work Statement shall expire September 30, 2025. • 2020, 2021 & 2022 Work Statement B TBRA – The City to provide tenant based rental assistance. The County provided the City with $407,331. The expenditure term for this Work Statement shall expire September 30, 2025. • 2021 & 2022 Work Statement C –The City to acquire, rehabilitate single-family homes for affordable rental. The County provided the City with $558,482. The expenditure term for this Work Statement shall expire September 30, 2025. II. The Parties agree to enter into this Amendment No. 5 to amend the Agreement as follows: A. Revise Section III (Work Statement) to address the following: 1. Add 2023 Work Statement A - The City to acquire and/or construct Multi- Family Rental Housing which will provide affordable housing opportunities for Chandler residents. The County shall provide the City with $442,726 HUD HOME PY2023 funding under ALN 14.239 for this activity. The expenditure timeframe is through September 30, 2025. 2. Remove 2019 Work Statement A that was added to the Agreement in Amendment No. 3 and reallocate $141,585 to a new revised 2019 Work Statement B. The City shall provide Tenant Based Rental Assistance (TBRA) to eligible individuals and families that reside in the City of Chandler. The funding for this Work Statement shall consist of $370,876.29 Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 3 of 10 (HOME PY19 $141,585 and $229,291.29) previously allocated in Amendment No. 3. The expenditure timeframe for these funds is through September 30, 2025. B. Funding for Amendment No. 5 is $442,726 and the total Agreement funding amount has increased from $4,382,804.29 to $4,825,530.29. III. Section II above contains all the changes made by this Amendment No. 5. All other terms and conditions of the Agreement and previously approved amendments shall remain the same and unchanged and in full force and effect as executed by the Parties. IV. The Parties have authorized the undersigned to execute this Amendment No. 5 on their behalf, and it shall be effective upon approval and signature by both Parties. IN WITNESS THEREOF, the Parties have signed this Amendment: APPROVED BY: CITY OF CHANDLER APPROVED BY: MARICOPA COUNTY ___________________________________ Kevin Hartke Date Mayor ____________________________________ Clint Hickman Date Chairman Board of Supervisors Attested To: ___________________________________ City Clerk Date Attested To: ____________________________________ Juanita Garza, Clerk of the Board Date IN ACCORDANCE WITH A.R.S. §§ 9-240 and 11-952, THIS AMENDMENT NO. 5 HAS BEEN REVIEWED BY THE UNDERSIGNED ATTORNEY WHO HAS DETERMINED IT IS PROPER IN FORM AND WITHIN THE POWERS AND AUTHORITY GRANTED TO THE CITY OF CHANDLER UNDER THE LAWS OF THE STATE OF ARIZONA. APPROVED AS TO FORM: ___________________________________ IN ACCORDANCE WITH A.R.S. §§ 11-201, 11-251, AND 11-952, THIS AMENDMENT NO. 5 HAS BEEN REVIEWED BY THE UNDERSIGNED ATTORNEY WHO HAS DETERMINED IT IS PROPER IN FORM AND WITHIN THE POWERS AND AUTHORITY GRANTED TO MARICOPA COUNTY UNDER THE LAWS OF THE STATE OF ARIZONA. APPROVED AS TO FORM: ___________________________________ City Attorney Date Deputy County Attorney Date Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 4 of 10 MARICOPA COUNTY HOME Investment Partnerships Program 2023 Work Statement A – Acquisition and/or New Construction of Multi-Family Rental Housing Program Year 2023 Consortium Member: City of Chandler, Arizona Project: Development of Affordable Rental Housing Funding: PY 2023 $442,726 ($415,056 from EN and $27,670 AD) Type of Property: Rental 1.0 FUNDING: PROGRAM YEAR ENTITLEMENT (EN) ADMINISTRATION (AD) PROGRAM INCOME (PI) (non-reimbursable, IDIS draw only) TOTAL BUDGET PY 2023 $415,056 $27,670 $0 $442,726 2.0 DETAILED SCOPE OF WORK: 2.1 Consolidated Plan goals as it relates to this activity: HIGH 2.2 Type of assistance/activity to be provided with HOME funds: New construction of multi-family housing 2.3 Methods and instruments used for ensuring affordability: The City will secure HOME funds with a Deed of Trust, Promissory Note or other appropriate lien instrument that will include a recapture provision 2.4 Anticipated use of program income/project proceeds: Program Income generated from this project will be reinvested into future affordable rental housing projects. 3.0 OBJECTIVES AND OUTCOMES (Check appropriate box below.): OBJECTIV E OUTCOMES AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY DECENT HOUSING Single Family Housing Rehab and Emergency Rehab Homebuyer Activities, Acquisition/Rehab of rental housing, Acquisition/New Construction of rental housing, TBRA, Expansion of assisted rental units Housing Activities in a targeted revitalization area Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 5 of 10 4.0 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: New construction of affordable rental housing units New construction of affordable rental housing Multi-family affordable rental units Households with low-income will have safe, decent, sanitary, and affordable housing Increase in supply of affordable rental units 5.0 PROPOSED BENEFICIARIES: Targeted Population by Income Level Number of Households PY 2023 Total Number of Units Households at or below 50% Households at or below 60% 3 3 Households at or below 80% TOTAL 3 3 6.0 PRIORITY POPULATIONS: Complete the table below only if the Activity will specifically set-aside units for a priority population. Set-asides will be enforced through contract provisions. Priority Populations No. of Units PY 2023 Total Elderly Physically Disabled Other Priority Populations: Veterans Homeless None 3 3 7.0 PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: MILESTONES START DATE COMPLETION DATE Environmental Review Jan 2023 Oct 2023 Authority to Use Grant Funds Oct 2023 Plans Submitted to Municipality Nov 2023 Building Permits Issued Feb 2024 Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 6 of 10 Construction Loan (Closing Date) Feb 2024 Partnership Loan Closing Feb 2024 Construction Begins March 2024 Construction 50% Complete Dec 2024 Construction 75% Complete June 2025 Certificate of Occupancy Oct 2025 Any change to the Timeline will need to be submitted to and approved by Maricopa County. 8.0 ACTIVITY BUDGET SUMMARY (estimated): COSTS 2023 HOME FUNDS Additional Sources* (defined in Table 10 below) TOTAL COST Construction Cost $415,056 TBD TBD Soft Cost $0 TBD TBD Financing Fees $0 TBD TBD Reserves $0 TBD TBD TOTAL $415,056 TBD TBD • HOME Admin funds of $27,670 not included in the total construction cost 9.0 SOURCE AND AMOUNT OF OTHER RESOURCES (estimated): FUNDING AGENCY CASH/LOAN AMOUNT VOLUNTEER/ IN-KIND AMOUNT TBD TOTAL $0 10.0 MATCH: Match commitment must equal 25% of the HOME funds requested. Documentation is due at the time of request for payment(s). Match Logs must be submitted annually by June 30th of each year. • TYPE • SOURCE/FUN DING AGENCY General Fund • TOTAL Cash or cash equivalents from a non- federal source General Funds $103,764 TOTALS $103,764 Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 7 of 10 MARICOPA COUNTY 2019 B Work Statement - TBRA HOME Investment Partnerships Program Program Year 2019 Consortium Member: City of Chandler, Arizona Project: Tenant Based Rental Assistance and HOME Administration Funding: PY 2019 $141,585 (reallocated from 2019 Work Statement A) PY 2019 $229,291.29 ($206,111.52 from EN and $23,179.77 AD) Other Funding: PY 2019 $60,468.73 ($60,468.73 PI and HP) PY 2023 $29,614.32 ($29,614.32 from PI) Type of Property: Rental 1.0 FUNDING: PROGRAM YEAR ENTITLEMENT (EN) ADMINISTRATION (AD) PROGRAM INCOME (PI) (non- reimbursable, IDIS draw only) TOTAL BUDGET PY 2019 $141,585 n/a n/a $141,585 PY 2019 $206,111.52 $23,179.77 $60,468.73 $289,760.02 PY 2023 $0 $0 $29,614.32 $29,614.32 2.0 DETAILED SCOPE OF WORK: 2.1 Include the following: 2.2 Consolidated Plan goals as it relates to this activity: High 2.3 Type of assistance/activity to be provided with HOME funds: 2.3.1 Tenant Based Rental Assistance 2.3.2 Administration 2.3.3 Methods and instruments used for ensuring affordability: The maximum amount of monthly assistance paid to, or on behalf of, a family may not exceed the difference between a rent standard for the bedroom size and 30% of the family’s monthly adjusted income. The Subrecipient will verify the household income and eligibility on an annual basis. 3.0 OBJECTIVES AND OUTCOMES (Check appropriate box below.): OBJECTIVE OUTCOMES AVAILABILITY/ ACCESSIBILITY AFFORDABILITY SUSTAINABILITY DECENT HOUSING Single Family Housing Rehab and Emergency Rehab Homebuyer Activities, Acquisition/Rehab of rental housing, Acquisition/New Construction of rental housing, TBRA, Expansion of assisted rental units Housing Activities in a targeted revitalization area The City of Chandler Housing and Redevelopment Division will administer the Tenant Based Rental Assistance Program. Through this effort, homelessness will be prevented by providing Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 8 of 10 decent, affordable rental housing for individuals and households in need. This will result in self- sufficiency and housing stabilization, as well as an understanding of the underlying issues that contributed to loss of housing. 4.0 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 Provide rental subsidies to households who are low income and experiencing homelessness Participating households will be provided access to affordable rental housing opportunities Participating households will be provided a more stable living situation leading to self sufficiency Housing stability and self-sufficiency for participating households 5.0 PROPOSED BENEFICIARIES: Targeted Population by Income Level Number of Households PY 2019 Total Number of Units Number of HOME Assisted Units in program (if rental) Households at or below 50% 37 37 Households at or below 60% Households at or below 80% TOTAL 37 37 6.0 PRIORITY POPULATIONS: Complete the table below only if the Activity will specifically set-aside units for a priority population. Set-asides will be enforced through contract provisions. Priority Populations No. of Units PY 2019 Total Elderly Physically Disabled Other Priority Populations: Veterans Homeless 37 37 Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 9 of 10 7.0 PERFORMANCE REPORTING GOALS-TIMELINE OF ACTIVITIES: TBRA MILESTONES PY 2019 COMPLETION DATE HOME Contract Amendment signed by City 11/01/23 Environmental Program Clearance 07/15/2020 Application Intake-Certification of Income Eligibility Ongoing program Application Review Ongoing program Initial HQS Property Inspection Prior to leasing and annually throughout Lead Term Home Set up Report to County 01/15/24 Unit Occupied by Low/Moderate Income Person/Family Throughout Contract Term Completion Report submitted to City 07/15/25 Any change to the Timeline will need to be submitted to and approved by Maricopa County. 8.0 ACTIVITY BUDGET SUMMARY: Administration (AD) funds to be expended by the City of Chandler for overall HOME program administration. 9.0 SOURCE AND AMOUNT OF OTHER RESOURCES: FUNDING AGENCY CASH AMOUNT VOLUNTEER/ IN-KIND AMOUNT City of Chandler Program Income PY 2019 $60,468.73 City of Chandler Program Income PY 2023 $29,614.32 TOTAL $90,083.05 TBRA ACTIVITIES 2019 HOME FUNDS (reallocated) 2019 HOME FUNDS Additional Sources (defined in Table 9 below) TOTAL COST Monthly Rent; Utility Costs; Sec. Dep; Utility Deposits $141,585 $206,111.52 $90,083.05 $437,779.57 HOME ADMINISTRATION $23,179.77 $23,179.77 TOTAL $141,585 $229,291.29 $90,083.05 $460,959.34 Contract No. C-22-17-048-3-05 Amendment No. 5 City of Chandler IGA HOME Page 10 of 10 10.0 MATCH: Match commitment must equal 25% of the HOME funds requested. Documentation is due at the time of request for payment(s). Match Logs must be submitted annually by June 30th of each year. TYPE SOURCE/FUNDING AGENCY General Fund TOTAL Cash or cash equivalents from a non-federal source General Funds $86,924.13 TOTALS $86,924.13