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HomeMy WebLinkAboutContract 56783-A2CSC No. 56783-A2 SECOND AMENDMENT TO FORT WORTH CITY SECRETARY CONTRACT NO. 56783 This Amendment is made between the CITY OF FORT WORTH ("Fort Worth") and CDFI FRIENDLY AMERICA, LLC ("Vendor"). WHEREAS, the City and Vendor are currently parties to a Vendor Services Agreement, wherein Vendor has agreed to provide consulting services to assess the potential roles of CDFI financing in the community, organize potential CDFI-friendly strategies, develop an actionable CDFI friendly business plan, and provide the City with consultative capacity -building support for the implementation of that business plan, the same being City Secretary Contract No. 56783 ("Agreement"); WHEREAS, as part of the Agreement, the City committed up to (i) $1,500,000 for CDFI consulting services ("Services"); (ii) $500,000 for a pool of grant funding that Vendor would use to incentivize CDFI engagement in Fort Worth ("Grant Fund"); and (iii) $1,000,000.00 to seed capitalize the CDFI Friendly Fort Worth Enhancement Fund ("Enhancement Fund"), with the stated intent to help finance small business, affordable housing, individuals, nonprofits, and commercial real estate to advance the CDFI Friendly strategy in Fort Worth ("Enhancement Fund"); WHEREAS, the Parties agreed that they would enter into separate agreements with each other to set out the terms and conditions for use of the Grant Fund and Enhancement Fund; WHEREAS, the Parties executed the First Amendment to the Agreement on March 30, 2023 to set out the terms and conditions governing the use of the money in the Grant Fund and Enhancement Fund; WHEREAS, it is the collective desire of the Parties to execute a Second Amendment to the Agreement in order to update the obligations under Section 3.1.3(a) and (b). NOW THEREFORE, for and in consideration of the mutual undertaking hereinafter set forth and for adequate consideration given, the City and Vendor agree to the following: I. Sections 3.1.3(a) and (b) are hereby deleted in their entirety and revised to read as follows: "a. Vendor will ensure the Enhancement Funds are expended by December 31, 2026. b. To that end, Vendor will ensure that the Enhancement Funds are used to originate OFFICIAL RECORD CITY SECRETARY Second Amendment to Fort Worth City Secretary Contract No. 56783 FT. WORTH, Tx Page 1 of 3 mission -related loans to affordable housing developers, non-profit organizations, small businesses, and/or other CDFI borrowers in Fort Worth, along with pledging them to independent CDFI(s) as a credit enhancement (in the form of a partial guarantee) to encourage such CDFI(s) to extend loans to affordable housing developers, non-profit organizations, and small businesses in Fort Worth, and other financial uses that support underserved small business firms and workforce development needs in the Fort Worth community allowable by regulations governing CDFIs." II. All terms and conditions of the Agreement not addressed herein remain in full force and effect and are binding upon the parties. [Signature Page Follows] Second Amendment to Fort Worth City Secretary Contract No. 56783 Page 2 of 3 Executed effective as of the date signed by the Assistant City Manager below. FORT WORTH: City of Fort Worth By: William Johnson (D c 19, 202417:26 CST) Name: William Johnson Title: Assistant City Manager Date: Dec 19, 2024 Approval Recommended: By: Robert (Dec 20,202408:31CST) Name: Robert Stums Title: Director, Economic Development p bdU9pQ Attest: F FORTb°IIa oa�0 0a ' o�s a �o dVo .=d o � � oaa�n�Xo54gp By: Name: Jannette Goodall Title: City Secretary VENDOR: CDFI Friendly America By: Name: Mark A. Pinsky Title: Managing Member Dec 22, 2024 Date: Contract 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. By: Robert Sturns 20, 2024 08:31 CST) Name: Robert Stums Title: Director, Economic Development Approved as to Form and Legality: By: ,)W/— Name: Jessika J. Williams Title: Assistant City Attorney Contract Authorization: M&C: 21-0809 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Second Amendment to Fort Worth City Secretary Contract No. 56783 Page 3 of 3