Phoenix City Code Chapter 18: Proposed Amendments for the Mitigation of Heat
-Related Illnesses and Injuries in the Workplace (Ordinance G-7241)

This report transmits proposed changes to Phoenix City Code (PCC) Chapter 18,
Human Relations, to adopt language adding Article XI to address contractor
requirements for the mitigation of heat-related illnesses and injuries in the workplace
and adopt all related conforming changes.

THIS ITEM IS FOR DISCUSSION AND POSSIBLE ACTION.

Summary
Summer heat is a serious public health challenge for residents of and visitors to the
region. Heat-related deaths in Phoenix as reported by the Maricopa County
Department of Public Health have risen substantially since 2014, to a new record high
of 395 during 2023, the hottest summer in the City's history.

The total public health burden of extreme heat in Phoenix also includes thousands of
cases of heat-related illness that require medical treatment including ambulance
dispatches, emergency room visits and overnight hospitalization. In 2023, the single
day with the most medical calls to the Phoenix Fire Department was July 18. Total calls
surged 34 percent higher than a typical day as high temperatures reached 118
degrees Fahrenheit in the middle of what would become the hottest month on record
for any major American city. In response to the impact of extreme heat, the City of
Phoenix has developed a Heat Response Plan. The Heat Response Plan is organized
into nine broad strategies. One of these strategies includes implementation of heat
safety measures for workers.

Additionally, in further recognition of the serious health challenge during the summer
months, the State of Arizona established a State Emphasis Program (SEP) focused on
mitigating heat-related illnesses and injuries in the workplace. As part of the SEP,
employers are compelled to create plans to reduce the risk for heat-related illnesses
and injuries. Per the SEP, written plans will need to include water, rest, shade,
acclimatization, and training to recognize signs and symptoms of heat stress. As a
result, each City department created a Heat Illness and Injury Prevention Plan to
support City of Phoenix employees.


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Following the creation of the City's Heat Illness and Injury Prevention Plans supporting
approach to support contracted workers as well. As part of this stakeholder
engagement effort, staff held two rounds of stakeholder meetings:

The first round of stakeholder meetings focused on initial proposal and feedback.
· Workers - Feb. 12, 2024
· Labor Organizations - Feb. 13, 2024
· City Contractors - Feb. 13, 2024

The second round of stakeholder meetings focused on reviewing the draft ordinance
that incorporated feedback from the first round and to receive additional feedback:
· City Contractors - March 7, 2024
· Workers and Labor Organizations - March 7, 2024

Based on the feedback received from stakeholders, staff have proposed an ordinance
to amend PCC Chapter 18 to add Article IX: Contractor Requirements for the
Mitigation of Heat-Related Illnesses and Injuries in the Workplace (Attachment A).
The new requirements apply to all contracts, licenses, and leases between the City
and the contractor, licensee, lessee and contracts between the contractor and its
subcontractors, sublicensees, and sublessees with workers that perform work in an
outdoor environment.

The applicable entities must have a written heat safety plan on file, which at a
minimum, must include the following:
1. Availability of sanitized cool drinking water free of charge at locations that are
accessible to all employees and contract workers.
2. Ability to take regular and necessary breaks as needed and additional breaks for
hydration.
3. Access to shaded areas and/or air conditioning.
4. Access to air conditioning in vehicles with enclosed cabs with such access to
functioning air conditioning required by no later than May 1, 2025.
5. Effective acclimatization practices.
6. Conduct training and make it available and understandable to all employees and
contract workers.

Staff requests City Council adopt the proposed amendments to PCC Chapter 18 to
add Article XI to address the contractor requirements for the mitigation of heat-related
illnesses and injuries in the workplace.


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Responsible Department
This item is submitted by Assistant City Manager Lori Bays, Deputy City Manager Gina
Montes, the City Manager's Office, the Office of Heat Mitigation and Response, and
the Law Department.




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Attachment A




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Report

Phoenix IDA Strategic Planning and Priorities

This memo transmits the report from The Industrial Development Authority of the City
of Phoenix, Arizona (the Phoenix IDA) regarding its mission, accomplishments,
investments and priorities for City Council feedback and input.

THIS ITEM IS FOR DISCUSSION AND POSSIBLE ACTION.

Summary
The mission of the Phoenix IDA is to provide access to funding to benefit underserved
communities. Its vision to be the premiere nonprofit community investor, known for
providing the most innovative, efficient and highest quality services, improving the lives
of all Arizonans. The Phoenix IDA is governed by a nine-member board of directors.
Each member serves a six-year team and is appointed by the Mayor and City Council
of the City of Phoenix.

The Phoenix IDA provides public finance options, including bonds, investments and
loans to projects that benefit the overall health and sustainability of the City of Phoenix
and underserved communities. Projects are focused in the areas of housing,
healthcare, education and community and economic development. Its impact includes
$3.4 billion issued in private activity bonds since 2009, $10 million awarded as grants
to nonprofits since 2011, 25,000 new homeowners helped with down payment
assistance since 2012, and 322 students received higher education scholarships since
2018.

The Phoenix IDA is also the administrator of the Phoenix Community Development
and Investment Corporation (PCDIC). PCDIC is a nonprofit corporation created by the
projects that will improve the quality of life for individuals who live and work in
underserved areas. The PCDIC is governed by a seven-member board of directors
comprised of representatives from organizations that serve the low-income community
and City of Phoenix executives. Through PCDIC, the Phoenix IDA continues to expand
investments in projects such as health and human services due to multi-million-dollar
federal awards for New Markets Tax Credit (NMTC) financing, which benefit local
projects in underserved areas. Since 2018, PCDIC has made approximately $195


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million in NMTC allocations in support of numerous projects in Phoenix and Maricopa
County’s underserved communities.

Please see the attached report from Phoenix IDA CEO Juan Salgado with more details
regarding the Phoenix IDA’s programs and accomplishments, support to the City of
Phoenix, and priorities for 2024 (Attachment A).

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the Phoenix IDA.




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Attachment A




MEMORANDUM

DATE: March 26, 2024

TO: Mayor Gallego and Members, Phoenix City Council

FROM: Juan Salgado, Chief Executive Officer

SUBJECT: March 26, 2024, Phoenix City Council Policy Presentation


The Phoenix IDA is pleased to provide the following report to the City of Phoenix City Council.
This report sets forth the Phoenix IDA’s mission, its accomplishments, support for the City of
Phoenix, and its priority for 2024.

ABOUT THE PHOENIX IDA

The mission of the Phoenix IDA is to provide access to funding to benefit underserved
communities. Our vision is to be the premiere nonprofit community investor, known for providing
the most innovative, efficient and highest quality services, improving the lives of all Arizonans.

The Phoenix IDA provides public finance options, including bonds, investments and loans to
projects that benefit the overall health and sustainability of the City of Phoenix and underserved
communities. Projects are focused in the areas of housing, healthcare, education, and community
and economic development.

Since 2009, the Phoenix IDA has closed more than $3.4 billion in bond transactions, which have
greatly enhanced communities, particularly in the areas of affordable housing, healthcare, and
education. The fees the Phoenix IDA earns from these transactions are invested in the city of
Phoenix’s residents. The IDA is self-sustaining through its own efforts and does not rely on
taxpayer funds.

Additionally, as the administrator of the Phoenix Community Development & Investment
Corporation (PCDIC), a nonprofit corporation created by the City of Phoenix, the Phoenix IDA
continues to expand investments in projects such as health and human services due to multi-
million-dollar federal awards for New Markets Tax Credit financing, which benefit local projects
in under-resourced areas.




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PHOENIX IDA PROGRAMS AND ACCOMPLISHMENTS

1. Bond Financing

Created pursuant to Arizona statute (Title 35), the Phoenix IDA serves as a conduit issuer of private
activity bonds, which attract private investment to finance projects that provide a public benefit.
Among several benefits to this form of financing is that most of the bonds issued are tax-exempt,
resulting in significant interest savings to qualified project borrowers. As a conduit issuer, the
Phoenix IDA is not responsible for repayment of the bonds, and neither are the City of Phoenix,
Maricopa County, or the State of Arizona. The Phoenix IDA has issued bonds for a broad range
and scope of borrowers, including educational and healthcare facilities, multifamily housing, and
nonprofit organizations.

From January 1, 2010, to December 31, 2023, the Phoenix IDA has been involved in 89
transactions, issuing over $3.39 billion in private activity bonds. These transactions were in the
following areas: Education (62%), Health Care (16%), Community Development (10%), Housing
(5%), Solid Waste Disposal (5%), and Manufacturing (2%).

2. Homeownership

Homeownership and access to affordable housing are major priorities for the Phoenix IDA. The
Phoenix IDA restarted its Home in Five Advantage program in 2012 to help homebuyers achieve
the American Dream of homeownership by providing down payment and closing costs assistance.
The program is co-sponsored by the Maricopa County IDA and assistance is available to
homebuyers throughout the county, with over 35% of the homes purchased within the City of
Phoenix. The Home in Five Advantage program has supported more than 25,000 new
homeowners in Maricopa County, providing $195 million in down payment assistance and $5.1
billion in total home loans.

In addition to the Home in Five Advantage Program, the Phoenix IDA invests in and administers
the Home in Five Platinum program. In 2023, with City of Phoenix Council approval, and working
with the Maricopa County IDA, the Phoenix IDA obtained authorization to issue $200 million in
tax-exempt, single-family bonds to help approximately 570 homebuyers by providing 4% down
payment and closing cost assistance. A major advantage of the Phoenix IDA’s separate Home in
Five Platinum program is making mortgage loans at below market rates. Thirty million dollars of
the bonds were issued in late 2023, with another $30 million to be issued this month with a 5.90%
interest rate. The plan is to issue the remaining $140 million of bonds later this year, and possibly
return to the Phoenix City Council before the end of 2024 to seek authorization to issue more of
these bonds.

3. The Phoenix IDA’s Community Investments

A. The Phoenix IDA Community Development Fund

The Phoenix IDA Board of Directors established the Phoenix IDA Community Development Fund
in February 2011. The purpose of the Fund is to invest fees received from past non-Arizona
transactions and other sources into community projects and programs that benefit and support the
city of Phoenix residents. The approved focus areas include affordable

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housing, youth and family development, health innovations, and community/economic
development.

The Phoenix IDA employs a transparent process, administered by an independent third party, to
award Community Development Fund grants to the City of Phoenix and qualified nonprofit
organizations.

As of December 2023, the Phoenix IDA has awarded $1,636,215 in grants to City of Phoenix
Departments. These funds were invested in the following areas:

• Affordable Housing - $160,000
• Youth & Family Development (Education) - $107,000
• Community & Economic Development - $1,369,215

As of December 2023, the Phoenix IDA has awarded $10,303,290 in grants to nonprofits providing
services for Phoenix residents. These funds were invested in the following areas:

• Affordable Housing - $2,145,000
• Youth & Family Development – (Education) - $3,195,125
• Community & Economic Development - $4,078,165
• Health Innovation - $885,000

B. Verma & Ed Pastor Scholarship Fund

The Verma & Ed Pastor Scholarship Fund was created on February 26, 2010. This approval was
part of the loan approved to RED Development for the final construction of CityScape. RED
Development’s contribution to the Scholarship Fund was part of its Community Impact Plan
related to the new markets tax credits deployed from the Phoenix Community Development &
Investment Corporation’s 2008 allocation award. The Scholarship Fund is part of an expansion of
educational opportunities for qualified, low- to moderate-income students. The RED agreement
called for a $1 million scholarship program to be implemented by the PCDIC. The Phoenix IDA
approved its own investment of $500,000 into the Scholarship Fund in November 2020.

As of December 2023, 322 scholarships were awarded to qualifying students attending ASU or a
Maricopa County Community College. The total amount of scholarships awarded as of December
2023 was $1,697,500.

C. Phoenix IDA Additional Investment in Homeownership

To provide further assistance to homebuyers, the Phoenix IDA’s own investment in the Home in
Five Advantage Program provides an additional 1% of the first loan amount to community heroes:
First responders, K-12 teachers, veterans, and U.S. military personnel. The program also supports
income-qualified homebuyers earning less than $49,500 annually. While other programs around
the country recognize one or more of these groups for additional assistance, none of them provide
such assistance to all the homebuyers eligible for participation as does the Phoenix IDA Home in
Five Advantage Program.



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A total of $3.7 million from the Phoenix IDA’s funds has been provided since 2012 to these groups
that comprise 7.5% of all homebuyers in the program, with $1.2 million to first responders,
$800,000 to veterans and U.S. military personnel, $1.5 million to K-12 teachers, and $200,000 to
income-qualified homebuyers. In August of 2021, the Phoenix IDA invested its own funds to
provide an additional 0.5% in assistance to income-qualified homebuyers and those who purchased
a home in a low-income census tract, providing another $70,000 to those homebuyers.

SUPPORT TO THE CITY OF PHOENIX

1. The Phoenix IDA Administers the Phoenix Community Development & Investment
Corporation (PCDIC).

PCDIC is a community development entity (CDE) whose stated mission is “to attract and provide
funds for projects that will improve the quality of life of those individuals who live and work in
underserved areas of the community.” PCDIC is governed by a 7-member Advisory Board made
up of low-income community representatives, as defined by the New Markets Tax Credit (NMTC)
program administrator, the Community Development Financial Institutions (CDFI) Fund, and a 7-
member Board of Directors comprised of representatives from organizations that serve the low-
income community and City of Phoenix executives.

In late 2017, then City of Phoenix Assistant City Manager, Milton Dohoney, approached the
Phoenix IDA to request that it consider assuming daily management responsibilities of the PCDIC,
of which the City of Phoenix is the controlling entity, given that the City of Phoenix executive that
helped establish the PCDIC, Roberto Franco, had retired.

When these conversations began, PCDIC had not received an allocation award of NMTCs since
the CY2010 allocation round, and the organization needed to go through a rigorous internal
assessment to determine where any potential areas of improvement existed. The assessment
included items such as review and revisions to existing policies and procedures, creation of new
policies and procedures, analysis regarding how to best reinvest PCDIC’s cash and other resources
back into the community, and ultimately whether PCDIC could, or should, pursue NMTC award
allocations.

As a result of these conversations, PCDIC and the Phoenix IDA entered into a Professional
Management & Organizational Services Agreement effective July 1, 2018. This agreement is set
to expire on June 30, 2024.

The current Scope of Services provided by the Phoenix IDA are, in general: 1) Leadership (Chief
Executive Officer); 2) General administration of PCDIC operations; 3) Board administration
(Board Member communications and Board Meeting logistics), 4) General PCDIC accounting and
financial reporting; 5) Oversight of PCDIC’s NMTC program, including preparing and submitting
NMTC allocation applications and coordination of CDE and sub-CDE compliance and reporting;
and, 6) Administration of community investments such as PCDIC’s loan fund, scholarship awards,
and other community investments.




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A. NMTC Awards from US Treasury Beginning as of July 2018

As set forth above, before the Phoenix IDA took over the administration of PCDIC, PCDIC had
not received an allocation award since 2010. Since 2018, PCDIC has received a total of $195
million in NMTC allocation awards:

Attached as Exhibit A is a detailed summary of PCDIC’s NMTC allocation awards.

B. PCDIC Administration and Financial Operations

Pursuant to the Professional Management & Organizational Services Agreement, the Phoenix IDA
implemented the following changes in PCDIC’s administration and governance: The Board
officer election process was updated; an Advisory Board, and Audit Committee were established;
new governance/administrative policies were created; and PCDIC’s Bylaws and Articles of
Incorporation were revised.

With the transfer of administrative duties to the Phoenix IDA, several financial policies were
introduced or significantly updated: a financial policy, an investment policy, an operating reserves
policy, a public support policy, a procurement policy, and a community impact investment policy.
A new accounting system was developed and used to provide clear, transparent reporting to the
PCDIC’s Board of Directors. Additionally, funds on deposit were invested to maximize return
while providing for cash needs.

C. PCDIC Programs Administered by the Phoenix IDA

i. Affordable Housing

In early 2020, PCDIC committed $5 million from its $25 million Community Impact Investment
Fund (CIIF) to assist with soft, gap financing loans for multifamily affordable housing projects
being built within the city of Phoenix. The plan is to provide up to $1 million per project, and to
date, a total of $3 million has been funded for Soluna II (City of Phoenix project), Foothills Village
(City of Phoenix project), and Mesquite Terrace, respectively. The remaining $2 million (at $1
million each) is earmarked for Pueblo Apartments and Horizon on Villa, another City of Phoenix
affordable housing project.

ii. Loans

As part of efforts to get more of the PCDIC’s resources out into the community, in March of 2020
PCDIC’s Board approved a loan participation program whereby PCDIC (through the CIIF),
purchases a portion (up to 15%) of loans made by community banks in order to encourage them to
lend within highly distressed areas in Maricopa County.

iii. PCDIC Community Development Fund

In November 2018, PCDIC’s Board of Directors approved $2 million and guidelines for a
Community Development Fund administered by ACF. Pursuant to PCDIC’s policies, grants were
made to qualified nonprofit organizations located within Maricopa County that primarily serve the
residents of Maricopa County. These grants address high-priority needs and make Maricopa
County communities better places for residents to live and do business. Grant funding is focused

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on four areas: Affordable Housing, Community/Economic Development, Health Innovations, and
Youth and Family Development (Education).

As of December 2023, PCDIC’s Community Development Fund issued $5,894,5001 to nonprofits
providing services for Phoenix/Maricopa County residents.

iv. Verma & Ed Pastor Scholarship Fund

As set forth above, the Verma & Ed Pastor Scholarship Fund was established by PCDIC’s Board
of Directors on February 26, 2010. Like the Phoenix IDA, PCDIC’s Board of Directors approved
additional funding to the scholarship fund in the amount of $500,000 in November 2020.
Applicants are selected through the same independent and transparent process described above.

2. City of Phoenix Mobile Home Park Closure Emergency Support

The City of Phoenix, through the City Manager’s office, asked the Phoenix IDA for support to
help families living in three Phoenix mobile home parks that were being closed by the park owners.
The residents of these parks, which included families, children, veterans and the elderly, faced
imminent forcible removal, displacement, potential homelessness and the loss of the homes that
many owned, invested in and enjoyed for decades.

The Phoenix IDA invested its own funds, funds it raised through community partners, and
American Rescue Plan Act funds received from the City of Phoenix to:

(1) Help city residents avoid or deal with the hardships caused by forcible evictions;
(2) Preserve affordable housing to meet the demonstrated need of the city’s population;
(3) Improve the conditions of mobile home parks and increase quality of life for city
residents;
(4) Promote the redevelopment of parks into alternative, affordable housing units as
appropriate;
(5) Help raise awareness of the need for manufactured housing stock and the vulnerability
of manufactured home residents.

As a result of the Phoenix IDA’s dedicated and persistent investment of time and resources, the
Phoenix IDA helped residents of all three parks relocate, remain housed and avoid exacerbation of
the city’s homelessness crisis.

A. Beacon Park/Las Casitas Mobile Home Park

The Phoenix IDA’s mobile home park closure support initially commenced, at the request of
former Councilmember Carlos Garcia, as a nimble and necessary intervention of relocation and
homeless prevention support, with inclusion and community introduction at the Las Casitas Park’s
closure community meeting hosted by Councilman Garcia on November 7, 2022.

B. Weldon Court Mobile Home Park

The Phoenix IDA’s work at Weldon Court began at the request of Councilmember Laura Pastor.
Councilwoman Pastor requested that the Phoenix IDA’s subcontracted navigational partner,

The Phoenix IDA contributed $1,681,495 of this amount through grants to PCDIC.
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Helping Families In Need, support the navigational needs of Weldon Court residents at an in-park
community closure meeting on November 17, 2022.

C. Periwinkle Mobile Home Park

The Phoenix IDA’s formal inclusion as part of the collaborative workgroup for this park
commenced on May 23, 2023, with inclusion of the Helping Families In Need navigation team
and Zazueta Law, PLLC, by invitation from the City of Phoenix Human Services Leadership team,
to help late navigational intakes who were unserved and unprepared for the rapidly approaching
June 30, 2023, eviction deadline.

D. Collaborative Team Effort

The Phoenix IDA allocated dedicated leadership staff resources and contracted a team that
included Zazueta Law, PLLC and a team of ten community health and housing navigators from
Helping Families In Need. The team collaborated with the City Manager’s Office Leadership,
Deputy Director Gina Montes, staff from the Office of Homeless Prevention, the City of Phoenix
Housing and Human Services Departments, Community Bridges Inc., Community Legal Services,
community activist group leaders, and various community-based organizations.

E. Services and Financial Support

The collaborative workgroup supported each park household through assessment and legal
navigational needs of the 180-day mobile home park closure notice, mobile home park owner
negotiations and communications (which included eviction extensions), homeless prevention,
additional social needs, relocation guidance, and the Arizona Department of Housing (ADOH)
relocation abandonment fund application process which included coordination of bond and title
through the Arizona Department of Transportation. The Phoenix IDA’s team also assisted with
property tax payments, and income tax coordination for residents required to use an ITIN
(Individual Taxpayer Identification Number) in lieu of a social security number on ADOH
abandonment fund applications.

Funds for these comprehensive and sustained services came from the Phoenix IDA’s Emergency
Mobile Home Fund. The City of Phoenix also contributed ARPA funds to the effort.

Las Casitas residents utilized approximately $28,000 of the Phoenix IDA’s Emergency Mobile
Home Fund; Weldon Court residents utilized approximately $13,000; and Periwinkle residents
utilized approximately $43,000. The Phoenix IDA’s Emergency Mobile Home Fund was used for
moving assistance, emergency medical needs, property taxes for abandonment application
submission, and income tax preparation for activation of ITIN, temporary housing, applications
fees, deposits, and home repairs for older homes that were relocated.

F. High-Level Outcomes

Over an almost twelve-month period, the cooperative workgroup ensured that all 43 Las Casitas
Park households (124 City of Phoenix residents) successfully relocated on or before the eviction
date of October 31, 2023 (original eviction date May 1, 2022, and renegotiated twice by the
Phoenix IDA leadership team).



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Over an eleven-month period, the cooperative workgroup ensured that all 63 Weldon Court
households (198 city of Phoenix residents) successfully relocated on or before the eviction date of
September 30, 2023.

All 26 Periwinkle residents that were assisted by Helping Families In Need and Zazueta Law, in
coordination with the Phoenix IDA and in cooperation with the larger collaborative workgroup,
were successfully relocated or obtained temporary housing before the eviction date of June 30,
2023.

G. Ongoing Commitment

The Phoenix IDA’s commitment to this initiative continues through monthly outreach check-in
calls with each household, documenting self-sufficiency progress, supporting any post-relocation
navigational needs in coordination with City Staff and monthly reporting until the Phoenix IDA’s
agreement with the City of Phoenix concludes in June 2024.

Helping Families In Need’s Monthly Activities Report for March 2024 is attached as Exhibit B.

3. Park Central Hotel

In 2019, the Park Central Community Facilities District was created for development of a multi-
use residential, commercial and retail project. Part of this project envisioned the construction of a
hotel to support the nearby medical campuses and auxiliary facilities. The Community and
Economic Development Department brought a proposal to the Phoenix IDA in 2020 to issue tax-
exempt bonds for the financing of the project. The Phoenix IDA assisted the developer with the
financing structure, adjusting it over time due to COVID impacts. Ultimately, the proposal for
using bonds to finance the development did not result in the needed private investment.

The Phoenix IDA continued to work with the developer on a financing structure that ultimately
resulted in the Phoenix IDA providing a $6 million dollar loan to support the project. PCDIC
made a $10 million investment in the project that includes two Hilton Hotel brands. Construction
began in October 2022. As of the end of 2023, the project was 60% complete and is expected to
open in September 2024.

2024 PHOENIX IDA PRIORITY

A. Affordable Housing Plan

The City of Phoenix, like many other cities in the country, is facing affordable housing and
homelessness crises. The Phoenix IDA will continue to advance all of its programs and services
that benefit the City of Phoenix and its residents but has made housing initiatives its priority for
2024. To that end, the Phoenix IDA developed housing strategies for 2024 consistent with the
continuum of housing from homelessness to homeownership and including support for the City of
Phoenix’s Housing Phoenix Plan and the Phoenix Housing Department’s Choice Neighborhood
projects. The Phoenix IDA hired a recognized housing expert with City of Phoenix and State of
Arizona experience to lead its housing initiatives. The Phoenix IDA’s Housing Plan (the Plan)
was presented to its Board of Directors, which instructed staff to present the Plan to the Phoenix



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B. Homeless Assistance

The Phoenix IDA is partnering in an innovative, quick-occupancy, solar powered solution for the
homeless in 2024. “Senior Bridge” is a transitional housing project for homeless seniors utilizing
repurposed border containers and the latest solar technology to create 40, non-congregate, one-
bed/one-bath units of transitional housing. The closed-campus project, located at 2853 E. Van
Buren Street, received a $6 million grant from the Arizona Department of Housing. Senior Bridge
will be constructed by Steel & Spark with Mercy House Arizona providing comprehensive wrap-
around services. Future plans include 50 units of permanent apartment units on the same site for
homeless seniors who are stabilized and ready to move on from transitional housing.

The Phoenix IDA is also supporting the City of Phoenix and US VETS by funding an on-site
construction manager at the hotel for homeless veterans on I-17 and Cactus Road, to ensure all
renovation work performed in the last two years is complete and complies with building codes.
The Phoenix IDA is also funding comprehensive plumbing and roofing assessments to assist the
City with a complete scope of additional work required for occupancy. Lastly, the Phoenix IDA
is working closely with the Phoenix Housing Department and US VETS to identify additional
funding opportunities to complete all the work necessary for occupancy and space to provide
comprehensive services including casework, therapy, classes, and meal preparation.

C. Affordable Rental Housing

The Phoenix IDA is financing more 4% Low Income Housing Tax Credit (LIHTC) projects than
ever before. In 2023, Phoenix IDA staff aggressively pursued two shovel-ready projects in the City
of Phoenix that were originally submitted in the 9% competitive round, but not awarded tax credits.
These two projects converted to 4%, and along with five new 4% LIHTC projects will result in
new affordable housing units. In 2024, the Phoenix IDA will continue to work with affordable
housing developers to promote the use of 4% LIHTC financing to build more affordable housing
in the city of Phoenix.

In 2023, the Phoenix IDA facilitated the first sale of excess school district land for the purpose of
building affordable housing. This land sale was made possible by a partnership with the City of
Phoenix, Isaac School District, and UMOM, resulting in 96 new affordable housing units for low-
income households. The Phoenix IDA is currently working with the Alhambra and Osborn School
Districts to complete similar transactions in 2024 and is in conversations with several other school
districts considering the sale of excess land to build affordable housing.

In support of the City of Phoenix seeking affordable housing development on City-owned land,
the Phoenix IDA is partnering with developers responding to City of Phoenix RFPs in 2024. The
Phoenix IDA’s proposed support includes advice, strategic planning, land banking, and financing
options as requested by the developer and as appropriate for the proposal.

The Phoenix IDA is working with local banks and local developers to finance the construction of
rental housing for low-income households. At least two duplex homes will be completed in 2024
and more are planned with a revolving loan structured by the Phoenix IDA.

D. Homeownership

As set forth above, the Phoenix IDA Board advanced $2 million of its own funds to the Home in
Five Advantage Platinum Program to provide down payment assistance, with a matching

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commitment from Maricopa IDA, for homebuyers purchasing homes, in low-income census tracts
or earning up to 50% of Area Median Income.

The Phoenix IDA will continue to expand financing options to provide homeownership for low-
to moderate-income prospective homebuyers, such as Mortgage Credit Certificates and
homebuyer education through local nonprofits.

E. Support for the City of Phoenix’s Choice Neighborhoods.

The Phoenix IDA has been committed to the City’s Choice Neighborhoods efforts from the
beginning. The Phoenix IDA provided matching funds for the original planning grant for Edison
Eastlake Choice Neighborhoods as well as acquiring the property for the first housing
development, Soluna. The Phoenix IDA has and will continue to provide bond financing for the
development of all subsequent phases of housing development in Edison Eastlake.

In 2024, the Phoenix IDA will be assisting with the new Choice Neighborhoods project that will
include the Marcos de Niza public housing community. The Phoenix IDA will sponsor and fund
some of the community meetings and planning exercises necessary to create a neighborhood
transformation plan to submit to HUD for an implementation grant. Additionally, the Phoenix IDA
will work closely with the Phoenix Housing Department to identify and purchase land in the
community that will facilitate future development plans and community redevelopment goals.

CONCLUSION

The Phoenix IDA is fiscally sound, and it maintains the highest level of ethics in all of its
operations. It has overcome market conditions to maintain an exceptional, robust organization that
continues to creatively seek out opportunities that go well beyond the normal operations of most
industrial development authorities and similar organizations. The Phoenix IDA is asked to
intervene and help when other organizations are unable to do so. The Phoenix IDA is proud to
support the City of Phoenix and its initiatives and looks forward to receiving the City Council’s
comments on the 2024 Housing Plan.




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Exhibit A

PCDIC has received the following NMTC allocation awards:

• CY2019 = $35 million (deployments: NOAH – Desert Mission / Universal Health
Services)
• CY2020 = $55 million (deployments: Valle del Sol / VillageMD / CCA – Wellness Center
/ Pasqua Yaqui Tribe [$7.5 million from this allocation + $10 million from the CY2021
allocation])

• CY2021 = $45 million (deployments: Pasqua Yaqui Tribe [as noted in the previous bullet]
/ St. Mary’s Food bank)

• CY2020 = $60 million (deployments to date: NOAH – Palomino, $15 million / CCA – Early
Childhood, $13 million). This leaves $32 million yet to be deployed.

PCDIC has closed nine NMTC investments totaling $163 million of allocation for the following
projects:

Closed Allocation Financing Closing
Amount Activity
NOAH – Desert
Mission Health $10.5
Center million Real Estate January 2021
Universal Health
Services – Via
Linda Behavioral $24.5
Hospital million Real Estate April 2021
Valle del Sol – $20 Operating
Health Clinics million Business December 2021
VillageMD –
Village Medical Real Estate +
Primary Care $12.5 Operating
Clinics million Business September 2022
Child Crisis
Arizona (CCA) – $15
Wellness Center million Real Estate December 2022
Pascua Yaqui
Tribe –
Guadalupe Health $17.5
Care Center million Real Estate March 2023
Real Estate +
St. Mary's Food $35 Operating
Bank million Business August 2023
NOAH –
Palomino Health $15 Operating
Center million Business February 2024
CCA – Early
Childhood $13 Operating
Education million Business February 2024


Page 27
Page 12
Exhibit B
Helping Families In Need (HFIN) Monthly Report
(Ending 3/1/2024)

Las Casitas Weldon Court Periwinkle
Number of Households Served 43 Number of Households Served 65 Number of Households Served 26
Number of Households Pending 0 Number of Households Pending 0 Number of Households Pending 0
Assessment Assessment Assessment
DEMOGRAPHICS
Total Residents 124 Total Residents 198 Total Residents 71
American 0 American 0 American Indian/Alaskan 0
Indian/Alaskan Native Indian/Alaskan Native Native
Asian 0 Asian 1 Asian 0
Black/African American 0 Black/African 0 Black/African American 1
Ethnicity Ethnicity American Ethnicity
Hispanic/Latino 124 Hispanic/Latino 191 Hispanic/Latino 69
Native Hawaiian/Other 0 Native Hawaiian/Other 0 Native Hawaiian/Other 0
Pacific Islander Pacific Islander Pacific Islander
White 0 White 6 White 4
Gender of Male 55 Gender of Male 110 Gender of Male 30
Page 28
Head of Female 66 Head of Female 88 Head of Female 41
Household Non-Binary 0 Household Non-Binary 0 Household Non-Binary 0
Household Individuals 18 Household Individuals 19 Household Individuals 2
Composition Families 25 Composition Families 46 Composition Families 24
Qualified Yes 124 Qualified Yes 198 Qualified Yes 26
Census Tract No 0 Census Tract No 0 Census Tract No 0
SERVICES
Housing Navigation 43 Housing Navigation 65 Housing Navigation 26
Case Management 43 Case Management 65 Case Management 26
Rental/Utility Assistance 43 Rental/Utility Assistance 65 Rental/Utility Assistance 26
Resource Referrals 43 Resource Referrals 65 Resource Referrals 26
Health/Mental Health 12 Health/Mental Health 25 Health/Mental Health 4
COVID-19 Assessment/Screenings 3 COVID-19 Assessment/Screenings 6 COVID-19 Assessment/Screenings 2
*Other (legal-abandonment) 43 *Other (legal-abandonment) 65 *Other (legal-abandonment) 26
CASE STATUS
Households Relocated-Stabilized 43 Households Relocated/Stabilized 65 Households Relocated/Stabilized 22
Households Pending Services (ADOH) 3 Households Pending Services (ADOH) 3 Households Pending Services (1 relocate 0
and 3 post relocate ERA)
Households Unable to Assist or Vacant 0 Households Unable to Assist or Vacant 0 Households Unable to Assist or Vacant 0

*Legal Navigation with need beyond initial intake/overall initial legal assessment pertaining to landlord tenant needs