HomeMy WebLinkAboutContract 52530-A1 CITY SECRETARY
C-1-)NT kCT NO.
FORT WORTH(.,,
September 14, 2020
Housing Channel
Attn: Donna VanNess, President
4200 S. Freeway, Tower Ste. 307
Fort Worth, Texas 76102
RE: Final Revisions of City Secretary Contract No.52530 between the City of Fort Worth("City')and
Housing Channel ("Developer") for HOME Investment Partnership Program Funds ("Contract's
for the Development of 217 Paradise Street.
Dear Ms. VanNess,
This letter is to advise you that Section 7.9.1 shall be amended as follows
7.9.1 Use of CHDO Proceeds by Developer.
Developer shall retain the CHDO Proceeds to be used for hard and soft costs associated with the
construction of at least 1 additional affordable single family house within the City to be sold to
a HOME Eligible Buyer. The CHDO Proceeds resulting from the sale of the house described in
this Contract shall be combined with the CHDO Proceeds resulting from the sale of the other 4
houses constructed as part of the Riverside Single Family Infill Development, and with a
Commercial Loan in a sufficient amount to complete the construction of the additional house.
Developer shall submit its proposed plans, location, and construction budget for the additional
house to City for its approval prior to lot acquisition or commencing construction. City shall
monitor Developer's use of the CHDO Proceeds to ensure that they are used for HOME-
eligible affordable housing activities. Developer shall keep CHDO proceeds separately from its
other funds and shall give City quarterly reports on the status and location of these funds.
Developer may retain the net sales proceeds resulting from the sale of this additional house
free of any further City or HOME requirements.
Additionally, Budget line items in the Contract for 217 Paradise Street will require a final
revision to reconcile the remaining HOME Funds to more accurately reflect actual spending. As
outlined in Section 5.2.3 of the Contract, Developer may increase or decrease line item amounts
in the Budget, subject to written approval by the Director of the Neighborhood Services
Department.
The Budget shown on EXHIBIT "B" —BUDGET and the Reimbursement Schedule shown on
EXHIBIT "C" — PROJECT AND REIMBURSEMENT SCHEDULE of the Contract are
hereby replaced by EXHIBIT `B" — BUDGET Revised 08/2020 and EXHIIBIT "C"
PROJECT AND RM11BURSEMENT SCHEDULE Revised 08/2020 attached hereto, and deemed
effective as of July 16, 2019.
RECEIVED
JFM 0AL RECOW SEP 2 5 2020
I IN 3ACkE` ARY �t pi s°����
f " ., WORTH,
To indicate your agreement with the revised Budget and Reimbursement Schedule and their
Effective Date, please sign where indicated below and return three copies of the original executed
documents to the following address at your earliest convenience:
Neighborhood Services Department
Attn: Dawn McNulty,Neighborhood Development Specialist
City of Fort Worth
200 Texas Street
Fort Worth, Texas 76102
Sincerely,
Victor Turner,Director
ACC AND AGREED: Neighborhood Services Department
Housing nel
g3,: Approved as to Form and Legality:
o Va s, kreAent
Assistant City Attorney
6"•• �`4,:.�Y��„�}, ;`..-�.`.it '
*" ity gecretary
M&C C-29138 Date: 06/4/2019
EA I 17"B"
BUDGET
HOUSING CHANNEL
217 Paradise
Total Cost: $ 219,442
Project HOME Funds Awarded: $58,269
HOME Funds will be paid only as reimbursement for eligible expenses.
Development Budget
Use of Funds Source of Funds
Predevelopment Cost HOME$ OTHERS S OURCE OF OTHER TOTAL$
FUNDS FUNDS FUNDS FUNDS
(1) (2) (Names) (1+2)
1.Market Study
2.Feasibility (i.e.:preliminary work write-
up,cost estimates,design,bond,
Environmental Studies) 3,530
3. Other:HUD Noise Study 500
Total Predevelopment Cost(1+2=3) 4,030 4,030
Development Cost
4.Land and/or building acquisition 20,177 20,177
5. Soft Costs (Utilities, Security,etc.) 1,287 1,287
6. Construction Cost 30,300 121,200 Happy State Bank 151,500
7.Fence
8.Landscape
9. Contingency
10.Appraisal 195 Proceeds 195
11.Architect&Engineering Fees 173 Proceeds 173
12. Construction Management Fee/
Developer Fee
13.Construction Loan Interest 2,475 2,475
14.Property Survey
15.Legal Fees
16.Real Estate Fees 10,830 Proceeds 10,830
17.Utility Hookup/Impact Fees
18.Title&RecordingFees 152 Proceeds 152
19.Program and Related Expenses
20. Construction Management
21.Bond Fees
Total Development Cost 58,269 132,550 190,819
22.Developer Fee(15%of Total
Development Costs) 28,623 Sales Proceeds 28,623
Total Cost 58,269 161,173 219,442
CHDO SINGLE FAMILY CONTRACT
Riverside Infill Project
Housing Channel—217 Paradise Street Rev8/25/2020
E11C IBE "C"
PROJECT AND REIMBURSEMENT SCHEDULE
HOUSING CHANNEL
217 Paradise Street
Phase Activity Beginning Week—subject to
weather permitting
PHA SEI ACTIVITIES: Contract signed
Land and/or Building Acquisition
PHASE I DEADLINE:
7/17/19 1st Payment*
$20,177
PHASE II ACTIVATES: Site Preparation
Architectural&Engineering Fees
Appraisal,Bond,Market Study
Construction costs
PHASE II DEADLINE: 2°d Payment* $33,830
11/04/19
PHASE III ACTrMTES: Construction costs
Soft costs (utilities,security)
PHASE III DEADLINE: 3rd payment* $4,262
9/04/20
PHASE V ACTIVITIES: Construction loan interest
Soft costs (utilities,security)
PHASE V DEADLINE: FINAL PAYNMNT.** $28,623
9/30/20
CONSTRUCTION TOTAL $58,269
Paid after closing of sale to HOME
DEVELOPER FEE Eligible Buyer per Section 7.8* $28,623
*Developer will be reimbursed for eligible expenses only. All amounts are estimates and are subject to change.
**Exhibit"G"-HOME Project Compliance Report must be submitted prior to reimbursement for Construction Final Payment,
Construction Final Payment will not be made after closing of sale to the Eligible HOME Buyer,
CHDO SINGLE FAMILY CONTRACT
Riverside Street Infill Project
Housing Channel—217 Paradise Street Rev 8/25/2020
CITY SECRFETARY
CONTRAC'r NO
FATE OF TEXAS §
COUNTY OF TARRANT §
This contract ("Contract") is made and entered into by and between the City of Fort
Worth (hereafter "City") and Housing Channel (hereafter "Developer"), a Texas non-profit
corporation. City and Developer maybe referred to individually as a"Party" and jointly as "the
Parties".
The Parties state as follows:
WHEREAS, City has received a grant fiom the United States Department of Housing and
Urban Development ("HUD") through the HOME Investment Partnerships Program, Catalog of
Federaf Domestic Assistance No. 14.239, with which City desires to promote activities that
expand the supply of affordable housing and the development of partnerships among City, local
governments, lenders,private industry, and non-profit housing organizations;
WHEREAS, the primary purpose of the HOME program pursuant to the .HOME
Investment Partnerships Act at Title II of the Cranston Gonzales National Affordable Housing
Act of 1990, as amended, 42 U.S.C. 127.01 et seq. and the HOME Investment Partnerships
Program Final Rule, as amended, 24 CFR Part 92 et seq. is to benefit low income citizens by
providing them with affordable housing;
WHEREAS, the HOME program provides that a minimum of 15% of the City's HOME
allocation is to be set aside annually for use by qualified Community Housing Development
Organizations or CHDOs as owners, developers and/or sponsors of the development of
affordable housing;
WHEREAS, Developer is a Texas nonprofit corporation managed by a volunteer Board
of Directors working to increase the number of quality, accessible, and affordable ownership
housing units available to low and moderate income individuals and families and has fulfilled the
requirements of the HOME Program to be a CHDO;
WHEREAS, City has certified that Developer is a Community Housing Development
Organization and has specifically re-certified Developer for the purposes of this Contract;
WHEREAS, Developer requested CHDO set-aside fiords for an eligible project whereby
Developer will construct a single family house to be located at 217 Paradise Street, Fort
Worth,TX 76111 for sale to an eligible low-to moderate-income homebuyer;
WHEREAS, Developer has secured a commercial construction loan for a portion of the
construction costs of the house;
.01Apx
CHDO SINGLE FAMILY CONTRACT Mr. WORTR.Ty
1
Riverside Infill Project
Housing Channel—217 Paradise Street Rev.7/15/2019
, 0 ,.:
EXECUT ,D to be effective as of the Effective Date.
ti
� N ,.rr
A'I{F�S�`: CITY OF FORT NORTH
By: -It, .. t
Mazy J. Kaykes i kej retary ��--,°-:Fei Costa, sistant City Manager
M&C G-19056 Date: 8/1/2017 Date: - -;'
M&C C-29138 Date: 6/4/2019
1295 Cert.No.:2019-491140
APPROVED AS TO FORM AND LEGALITY:
Jo Ann Pate, Assistant City Attorney
HOUSIN NEL
By: ``--
D a s,Pre
Date:
City of Fort Worth Agreement Compliance
Manager:
By signing I acknowledge that I am the person responsible
for the monitoring and administration of this contract, including
ensuring all performance and reporting requirements.
-
Chad LaRoque,Housing Development and Grants Manager
r-fr— - RECORD
OT;A IL1721 'APP.,
CHDO SINGLE FAMILY CONTRACT Signature Page
Riverside Infill Project
Housing Channel—217 Paradise Street
M&C Review
CITY COUNCIL AGENDA NDA - RR i
COUNCIL ACTION: Approved on 61412019
REFERENCE 19RIVERSIDE SINGLE FAMILY
DATE: 6/4/2019 NO.: C-29138 LOG NAME: INFILL DEVELOPMENT
CODE: C TYPE: CONSENT PUBLIC NO
HEARING:
SUBJECT: Authorize a Change in Use and Expenditure of Additional HOME Investment
Partnerships Program Grant Funds in the Amount of$95,356.00 to Housing Channel
for a Total Amount of$402,500.00 in the Form of a Subordinate Forgivable Loan
for the Riverside Single Family Infill Development Located in the United Riverside
Neighborhood, Authorize Execution of Contracts,Authorize Substantial Amendment to
the City's 2016-2017 Action Plan, and Authorize the Substitution of Funding Years
(COUNCIL DISTRICT 8)
RECOMMENDATION:
It is recommended that the City Council:
1. Authorize a substantial amendment to the City's 2016-2017 Action Plan;
2. Authorize the City Manager, or his designee, to substitute current and prior funding years in
order to meet commitment, disbursement and expenditure deadlines for grants from the United
States Department of Housing and Urban Development;
3. Authorize the change in use and expenditure of additional HOME Investment Partnerships
Program grant funds in the amount of$95,356.00 for a total contract amount of$402,500.00 in the
form of a subordinate forgivable loan to Housing Channel, a certified Community Housing
Developer Organization, for the development of up to five houses for the Riverside Single Family
Infill Development located in the United Riverside Neighborhood;
4. Authorize the City Manager, or his designee, to execute a contract with Housing Channel in the
amount of$402,500.00 in the form of a subordinate forgivable loan for the development for a three
year term beginning on the date of execution of the contract, and to execute all other related
contracts necessary for housing development and lending activities;
5. Authorize the City Manager, or his designee, to extend or renew the contracts for two additional
one-year terms if such extensions are necessary for completion of the development; and
6. Authorize the City Manager, or his designee, to amend the contracts if necessary to achieve
project goals, provided that the amendment is within the scope of the project and in compliance
with City policies and applicable laws and regulations governing the use of federal grant funds;
DISCUSSION:
On August 1, 2017, the City Council approved the City's 2017-2018 Action Plan for submission to
the United States Department of Housing and Urban Development (HUD), which included an
allocation of$307,144.00 in HOME Investment Partnerships Program (HOME) grant funds to
Housing Channel for the Riverside Single Family Infill Development on scattered sites in the
United Riverside neighborhood (M&C G-19056). HUD requires the City to set aside 15 percent of
its allocation of HOME funds for Community Development Housing Organization (CHDO)
b tp://apps.cfivneLorg/council_packeUmc review.asp?ID=27047&councildate=G/4/2019[7/15/2019 7:I2:18 AM]
M&C Review
activities. Housing Channel is an experienced single family affordable housing developer and a
certified CHDO.
Housing Channel plans to develop up to five approximately 1,500 square foot, three-bedroom, two-
bath, two-car garage single family houses on LaSalle Street, Paradise Street, and Baurline Street.
The average construction cost per house is $153,400.00 and $97.00 per square foot. The houses
will be sold to households that earn 80 percent or less of the Area Median Income as set by
HUD. Eligible buyers must meet all HOME requirements, including applying for and receiving at
least $1,000 in down payment and/or closing cost assistance from the City's Homebuyer
Assistance Program (HAP) and occupying the houses as their primary residences for the required
affordability period. Due to rising construction costs, additional funding was needed to close the
financing gap for the development. Staff identified an additional $95,356.00 of HOME funds from
prior years' completed or cancelled programs and projects for a total contract amount of
$402,500.00 for this project.
Staff recommends the followina-HOME contract and HOME loan terms:
1. First lien commercial construction loan terms must be acceptable to City.
2. HOME loan will be subordinate only to first lien construction loan. Borrower's performance of
the terms of the HOME contract and HOME loan will be secured by a deed of trust. Payment of
HOME loan will only be required if Borrower fails to fulfill the HOME requirements in the contract
and the terms of the HOME loan.
3. Three year term for HOME contract and HOME loan. Construction must begin within six months
of date of contract execution_
4. Houses must be sold to HOME-eligible buyers who obtain a HAP loan of at least $1,000.00.
5. Housing Channel will be paid a 15 percent developer fee and will retain the net sales proceeds
from the houses to be used to construct additional affordable houses.
The expenditure of HOME funds is conditioned upon the following;
1. Satisfactory completion of an environmental review, pursuant to 24 CFR Part 58.
2. Authorization to use grant funds from HUD.
City staff recommends the change in use and expenditure of an additional $95,356.00 of HOME
funds for a total contract amount of$402,500.00 to Housing Channel for the Riverside Single
Family Infill Development. The purpose of this project is to benefit low and very low-income
citizens by providing them with affordable housing. This project will assist the City in meeting its
CHDO commitment and expenditure goals with HUD. A public comment period on the change in
use of these HOME funds was held from November 28, 2018 to December 28, 2018.Any
comments are maintained by the Neighborhood Services Department in accordance with federal
regulations. The Action Plan funding year may vary and be substituted in order to expend the
oldest grant funds first.
This project is located in COUNCIL DISTRICT 8.
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that upon approval of the above recommendations, funds will be
available in the current operating budget, as appropriated, of the Grants Operating Federal Fund.
The Neighborhood Services Department is responsible for verifying sufficiency of funding before
disbursement_ This is a reimbursement grant.
TO _
Fund Department y Account —Project Program Activity Budget Reference# Amount
ID ID Year {CharMeld 2)
bttpp://apps.cfwnet.org/council_packettmc_review.asp7TD=27047&councildate=6/4/2019[7/1S/2019 7:12,18 AM]
M&C Review
FROM
1=und De artrnent Account Project Program Activit Budget Reference# Amounf
p ID ID 9 (� Year (CHarlfield 2)
Submitted for City Manager's Office by: Fernando Costa (6122)
Originating Department Head: Sonia Singleton (5774)
Additional Information Contact: Chad LaRoque (2661)
Diana Carranza (7369)
ATTACHMENTS
Combined Riverside Maps pdf
Form 1295 Certificate Housing Channel Riverside Redacted.pdf
http://apps.cRvncLorg/council_packet/mc_re<<iew.asp71ID=27047&councildate=b/4/2019[7/15/2019 7:12:18 AM]