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7155 - Amendment 1 Executed Docusign Transmittal Coversheet File Name Purchasing Contact Contract Expiration DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502 Erica Garcia NA 7155 Affordable Housing Assessment 1 THE STATE OF TEXAS § § COUNTY OF DENTON § FIRST AMENDMENT TO CONTRACT BY AND BETWEEN THE CITY OF DENTON, TEXAS AND REINVESTMENT FUNDS, INC. 7155 THIS FIRST AMENDMENT TO CONTRACT 7155 (this “Amendment”) by and between the City of Denton, Texas (“City”) and Reinvestment Fund, Inc. (“Contractor”) to that certain contract executed on February 11, 2020, in the original not-to-exceed amount of $99,959 (the “Agreement”); for services related to the Affordable Housing Assessment WHEREAS, the City deems it necessary to further expand the services provided by Contractor to the City pursuant to the terms of the Agreement, and to provide an additional not-to-exceed amount $24,989.75 with this First Amendment for an aggregate not-to- exceed amount of $124,948.75; and WHEREAS, the City deems it necessary to further expand the goods/services provided by Contractor to the City; and WHEREAS, the original not-to-exceed amount may not be increased by more than 25.0% as provided in Texas Local Government Code Sec. 252.048; and NOW THEREFORE, the City and Contractor (hereafter collectively referred to as the “Parties”), in consideration of their mutual promises and covenants, as well as for other good and valuable considerations, do hereby AGREE to the following First Amendment, which amends the following terms and conditions of the said Agreement, to wit: 1. The additional services described in Exhibit “A” of this Amendment, attached hereto and incorporated herein for all purposes, for professional services related to affordable housing assessment , are hereby authorized to be performed by Consultant. This Amendment modifies the Agreement amount to provide an additional $24,989.75 for additional services and materials to be provided in accordance with the terms of the Agreement with a revised aggregate not-to-exceed total of $124,948.75. The Parties hereto agree, that except as specifically provided for by this Amendment, that all of the terms, covenants, conditions, agreements, rights, responsibilities, and obligations of the Parties, set forth in the Agreement remain in full force and effect. IN WITNESS WHEREOF, the City and the Contractor, have each executed this Amendment, by and through their respective duly authorized representatives and officers on this date_______________________________________. DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502 05/10/2021 2 “CONTRACTOR” Reinvestment Fund, Inc. By: _____________________________ AUTHORIZED SIGNATURE, TITLE “CITY” CITY OF DENTON, TEXAS A Texas Municipal Corporation By: _____________________________ Purchasing Agent THIS AGREEMENT HAS BEEN BOTH REVIEWED AND APPROVED as to financial and operational obligations and business terms. _______________ ________________ SIGNATURE PRINTED NAME __________________________________ TITLE __________________________________ DEPARTMENT DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502 Sarah Kuechler Chief of Staff CMO/Community Services RFP #7155: Affordable Housing Assessment ‐ Scope of Work   City of Denton ‐ Community Development  SECTION 1. INTRODUCTION  The City of Denton is a rapidly‐growing community in the Dallas‐Fort Worth Metroplex. U.S.  Census Bureau estimates the City has a population of 138,541 in 2018 with a population density  of 1,402 persons per square mile. According to U.S. Census Bureau 2013 population estimates,  the City of Denton was ranked among the top 15 fastest growing cities in the nation. The City is  also home to two universities, University of North Texas (UNT) and Texas Woman’s University,  with a combined estimated population of 50,000 in the spring of 2018.     There are many households that are currently living cost‐burdened and struggling to maintain  housing. The availability of affordable housing is a concern that only continues to grow as the  City expands and develops. A total 47.76% of all households in Denton are low to moderate  income: 16.40% of all households have incomes between 0 and 30% of the HUD Area Median  Family Income (HAMFI); 13.56% of all households have incomes between 30% and 50% HAMFI;  and 17.79% of all households have incomes between 50% and 80% HAMFI. Based on the City’s  Consolidated Plan for Housing and Community Development, the greatest housing problem  facing Denton households is cost burden. Approximately, 6,845 households in Denton spend  more than 30% of their gross income on rent/mortgage and utilities, which is considered a  burden. Also, housing cost burden is particularly serious for the extremely low income segment  of the households (households earning between 0% and 30% HAMFI) because over 66% of these  households spend more than 50% of their gross income on housing.    While the City and its partners continue to look at ways to support affordable housing, there is a  need to first understand the current and projected housing needs in order to move to the next  steps  of  facilitating  goal  setting  and  policy  making,  enhancing  collaborative  cross‐sector  partnerships, and determining available tools to support affordable housing in context of the City  of Denton’s unique community profile.       SECTION 2. PURPOSE AND BACKGROUND   The City of Denton and potential community partners including the Denton Housing Authority  and the United Way of Denton County are interested in completing a comprehensive affordable  housing analysis to help city leaders, staff, and our partners gain valuable insight into the city’s  housing needs, existing assets, and future housing needs with the overall goal to facilitate a policy  discussion and strategic plan to support the acquisition, preservation, and creation of affordable  housing in Denton. Based on measurable data, this insight will lead to understanding how best  to invest existing resources, leverage new capital, and increase knowledge to:    1. Inform policy decision‐making.  2. Generate diversified funding and data‐driven financial investment.  3. Support innovation by identifying effective programmatic solutions.   4. Advocate for public support.  Exhibit A DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502     Page 2 of 6    The City expects to break up this project into phases. The first phase of the comprehensive  affordable housing assessment will include information gathering and analysis necessary to  provide a community profile establishing housing needs by recognizing gaps in existing housing  inventory,  providing  analysis  for  future  housing  needs  based  on anticipated growth, and  identifying funding and capacity building for identified strategic housing goals.     Contingent on Phase I work product results and available funding, the next phase would develop  an Affordable Housing Strategy Toolkit incorporating a full community engagement process  mobilizing citizens, leadership, community advocates, and developers around recommended  policy, funding, programming, and advocacy strategies specific to Denton’s community profile. A  third phase could be engaged for technical assistance to assist the City to build out specific policy,  funding, programs and advocacy activities based on the Affordable Housing Strategy Toolkit,  including building prototypes for action.    SECTION 3. INITIAL PHASE  The City has identified a scope of work separated in phases.  The City is interested in receiving  proposals that will meet the following:    1)  Information  Gathering –  Gather  existing  data  from  various  sources  to  develop  a  comprehensive  community  profile  of  affordable  housing  inventory,  needs,  current  environment, and community investment.   a. Gather and analyze data to provide an inventory of existing affordable housing in the  city, including but not limited to:  i. Existing housing resources – where it is concentrated, what its characteristics  are  (e.g.  densities,  age  and  condition)  and  the  distance  to  services.  This  includes  all  housing  (public  and  private)  and  housing  by  type  such  as  affordable, workforce, and other housing provided by groups such as housing  authorities;  b. Gather and analyze data on housing opportunities where there is capacity for new  housing  what  kind  of  housing  could  be  developed  there  (including  levels  of  affordability), what services are nearby;  c. Gather and analyze demand for housing including but not limited to:  i. Population  characteristics  –  describe  relevant  household  characteristics  including household income, composition, size and transportation needs in  relationship to current housing inventory;  ii. Analysis of jobs and wages – types of jobs and typical wages, as well as incomes  necessary to afford housing at different income levels;  iii. Future Land Use, Density and Growth patterns.  d. Gather and analyze information on applicable regulations and laws at the local, state,  and federal level.   DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502     Page 3 of 6    i. Identifying key analysis questions and policy concerns to assist in scoping data  and analysis needs  e. Gather and analyze City, County, and Regional policies, funding and program impacts.  i. Identifying key stakeholder groups along with their roles and responsibilities  relating to housing issues;   ii. Identifying gaps among housing groups and planning needs;  f. Gather and analyze current planning around housing needs.  g. Gather data on the current environment and level of awareness, interest, and support  for affordable housing efforts among various stakeholders such as citizens, leadership,  community advocates, developers, and supportive housing program participants.  h. Conducting additional analysis using available data and new information as needed.    2) Data Analysis Report – Providing objective information and analysis. Develop a report  highlighting information gathered, providing an analysis of data and information, and  providing preliminary highlights or takeaways that could be further explored.  a. Summary of information gathered, methods, and sources.  b. Summary of affordable housing units currently available, existing gaps, and future  needs among all income levels (0% AMI, 30%, 50%, 60%, 80%, 100% and above).    c. Summary of current state, reginal and local policies and their impact on housing  issues.  d. Identify existing barriers that impede the development of affordable housing with  recommendations to address barriers.  e. Develop an analysis, to include, but not be limited to:  i. Inventory of existing housing resources  ii. Demand for housing – identifying the existing and future demand for housing  at various types of affordable housing and market rate housing and densities,  as well as the different housing markets in the City. Broken down by:  a) rental vs. homeownership  b) housing type  c) household size  d) income limits (i.e. 30% AMI, 50% AMI, 80% AMI, 120% AMI)  iii. Comparison of housing opportunities to housing needs – identify where there  are matches or mismatches between housing opportunities and needs;  iv. Complete  an  Inventory  of  Existing  Funding  Resources,  Analysis  of  opportunities for additional options for incentivizing housing options for all  income levels (0% AMI, 30%, 50%, 60%, 80%, 100% and above).      3) Resources & Strategies   a. Recommendations for a clear definition of “Affordable Housing” in Denton, TX.  DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502     Page 4 of 6    b. Initial review and highlights of tools and solutions that could encourage or incentivize  affordable housing. What tool or tools will have the best Return on Investment (ROI)?  c. Recommendations  for  action  steps  to  improve  coordination  among the  various  stakeholders involved in housing.    SECTION 4. FUTURE PHASES  Additional Phases contingent on Phase I work product results and available funding:  4) Phase II ‐ Facilitating Policy Discussion of an Affordable Housing Strategy toolkit that  identifies:  a. Policies that incentivize housing and manages growth.  b. Methods  to  generate  diversified  funding  for  the  acquisition,  preservation  or  construction of affordable housing units.   c. Investment  priorities  for  a  diverse  set  of  housing  programs  for  the  acquisition,  preservation and/or construction of affordable housing.  d. Advocates for public support of agreed upon solutions.   i. Next  level  of  community  engagement  mobilizing  around  potential and  recommended strategies.  5) Phase III ‐ Technical Assistance  a. Work with the City to build out specific policy, funding, programs and advocacy  activities including building out Prototypes for Action    SECTION 5. PROGRAM BASIS AND POLICY GUIDANCE:   Current affordable housing discussion is guided by the following local adopted policy documents:  A. Consolidated  Plan  for  Housing  and  Community  Development  available  here:  https://www.cityofdenton.com/CoD/media/City‐of‐ Denton/Government/Community%20Development/2015‐2019‐Consolidated‐Plan1.pdf   This is the City’s 5‐year Consolidated Action Plan to HUD for 2015‐2019. The City will begin  the process for the drafting and development of the next 5‐year Consolidated Action Plan  this summer 2019.  B.  Denton  Development  Code  effective  Oct.  1,  2019  available  here;  https://www.cityofdenton.com/CoD/media/City‐of‐Denton/Business/Denton‐ DDC_Adoption_Print‐05‐10‐19.pdf   C. The  City’s Denton  Plan  2030  long‐range  plan  for  growth,  development,  and  redevelopment  available  here: https://www.cityofdenton.com/CoD/media/City‐of‐ Denton/Government/Denton_Plan_2030.pdf   D. The  City  of  Denton  FY2018‐2019  Strategic  Plan  available  here:  https://www.cityofdenton.com/CoD/media/City‐of‐ Denton/Government/Strategic%20Initiatives/2018‐19‐COD‐Strategic‐Plan_final.pdf       DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502     Page 5 of 6    SECTION 6. VENDOR RESPONSE  Vendors submitting a response to this RFP should organize the response in order according to  the following sections.    1.0  Cover Letter  Provide a cover letter outlining the components of your proposal  (Please limit this to 2 pages maximum).  2.0  Company  Information   Introduce your organization:  a) (e.g., parent, age, size, number of customers, offices, number  of employees, etc.).   b) Please include ownership/governance structure.  c) Identify contact name(s) and information.  d) List any relevant websites for your organization.  e) Describe  all  your  products  and  services,  including  markets  served.  f) Include  information  regarding  any  current  strategic  partnerships or alliances with other organizations.   (Please limit this to 3 pages maximum).  3.0  Qualifications  and Experience    Please  describe  respondent’s  qualifications  and  experiences  at  providing Information Gathering, analyses of data for the purpose of  developing tools, strategies, and actions and the development of  affordable housing/housing plans. Identify the name(s) and title(s)  of the individuals that will provide the services listed in the Scope of  Work and describe their qualifications and experience and which  part of the scope of services they will be working on. If you expect to  subcontract with another provider for some services, describe the  relevant qualifications and experience for each individual who will  be completing each specific scope of work element and also describe  how the collaborators will work together to ensure seamless project  management (Please limit this to 5 pages maximum).  4.0  Work  Examples  Please attached a minimum of 3 relevant examples of respondent’s  qualifications and experiences described in section 3.0.   5.0  Work  Processes  Please describe the proposed approach to achieving the City’s goals  set forth this in this RFP. Proposal should include:  a) Detailed scope of work including a description of the technical  approach to the project, an outline of the sequence of task, and  major benchmarks;  b) Description of what the final report will include;   c) Explanation of the data gathering and analysis; methodologies  that you intend to use, as well as which reference tools you  consider most critical to the project;   DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502     Page 6 of 6    d) Description of how you expect to engage with stakeholders;  e) Plan of how you intend to present your findings.  Please feel free to describe any additional recommendation not  included in the current proposed scope of work. (Please limit this to  5 pages maximum).  6.0  Cost  The  City  has  not  identified  a  specific  budget  limit  at  this  time  however, costs must be firm for the contract term. All unspecified  costs shall be borne by the Respondent.  Please provide proposed  pricing in two formats:  a) Flat  fee/lump  sum  proposed  cost  including  all  direct  and  indirect costs to complete the scope of work.   b) Please provide a proposed total cost break down (by subsection  of the scope of services) based on this information and indicate  hourly rates for all proposed staff needed to complete the  scope of services with the anticipated amount of hours each  proposed staff member will dedicate to complete the work. In  the  consultant  budget  submitted  with  the  proposal,  please  indicate  areas  where  the  City  can  provide  assistance  to  minimize cost.  7.0  Estimated  Timeline  Please  provide  your  proposed  timeline  or  work  schedule  for  completion within 150 days of start date.          DocuSign Envelope ID: 33939237-0386-46EA-90F6-BCD91F9ED502 Certificate Of Completion Envelope Id: 33939237038646EA90F6BCD91F9ED502 Status: Completed Subject: ***Purchasing Approval*** 7155 Amendment #1 Source Envelope: Document Pages: 9 Signatures: 3 Envelope Originator: Certificate Pages: 5 Initials: 1 Erica Garcia AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-06:00) Central Time (US & Canada) 901B Texas Street Denton, TX 76209 erica.garcia@cityofdenton.com IP Address: 198.49.140.104 Record Tracking Status: Original 5/5/2021 9:53:01 AM Holder: Erica Garcia erica.garcia@cityofdenton.com Location: DocuSign Signer Events Signature Timestamp Erica Garcia erica.garcia@cityofdenton.com Buyer City of Denton Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.104 Sent: 5/5/2021 10:01:40 AM Viewed: 5/5/2021 10:01:48 AM Signed: 5/5/2021 10:05:08 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Lori Hewell lori.hewell@cityofdenton.com Purchasing Manager City of Denton Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.10 Sent: 5/5/2021 10:05:10 AM Viewed: 5/5/2021 10:21:35 AM Signed: 5/5/2021 10:25:39 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Ira Goldstein ira.goldstein@reinvestment.com President, Policy Solutions Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 100.34.132.98 Sent: 5/5/2021 10:25:40 AM Resent: 5/7/2021 2:13:23 PM Viewed: 5/8/2021 2:16:24 PM Signed: 5/8/2021 2:17:40 PM Electronic Record and Signature Disclosure: Accepted: 5/8/2021 2:16:23 PM ID: c7dff1cc-4734-491c-8e4d-12a7a0b577ab Sarah Kuechler sarah.kuechler@cityofdenton.com Chief of Staff Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.10 Sent: 5/8/2021 2:17:42 PM Viewed: 5/10/2021 1:17:14 PM Signed: 5/10/2021 1:17:42 PM Electronic Record and Signature Disclosure: Accepted: 5/10/2021 1:17:14 PM ID: 7b1c3152-26e7-4149-aeb4-05db2f98f7e2 Signer Events Signature Timestamp Cheyenne Defee cheyenne.defee@cityofdenton.com Contract Administrator City of Denton Security Level: Email, Account Authentication (None) Completed Using IP Address: 198.49.140.104 Sent: 5/10/2021 1:17:43 PM Viewed: 5/11/2021 8:39:27 AM Signed: 5/11/2021 8:39:36 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Cheyenne Defee cheyenne.defee@cityofdenton.com Contract Administrator City of Denton Security Level: Email, Account Authentication (None) Sent: 5/11/2021 8:39:38 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Danielle Shaw Danielle.shaw@cityofdenton.com Security Level: Email, Account Authentication (None) Sent: 5/11/2021 8:39:39 AM Electronic Record and Signature Disclosure: Accepted: 4/21/2021 1:26:57 PM ID: a36758a3-d302-4ac5-a885-7e66743dafa7 Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 5/5/2021 10:01:40 AM Certified Delivered Security Checked 5/11/2021 8:39:27 AM Signing Complete Security Checked 5/11/2021 8:39:36 AM Completed Security Checked 5/11/2021 8:39:39 AM Payment Events Status Timestamps Electronic Record and Signature Disclosure ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, City of Denton (we, us or Company) may be required by law to provide to you certain written notices or disclosures. 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Electronic Record and Signature Disclosure created on: 7/21/2017 3:59:03 PM Parties agreed to: Ira Goldstein, Sarah Kuechler, Danielle Shaw How to contact City of Denton: You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows: To contact us by email send messages to: purchasing@cityofdenton.com To advise City of Denton of your new e-mail address To let us know of a change in your e-mail address where we should send notices and disclosures electronically to you, you must send an email message to us at melissa.kraft@cityofdenton.com and in the body of such request you must state: your previous e-mail address, your new e-mail address. We do not require any other information from you to change your email address.. In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected in your DocuSign account by following the process for changing e-mail in DocuSign. To request paper copies from City of Denton To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an e-mail to purchasing@cityofdenton.com and in the body of such request you must state your e-mail address, full name, US Postal address, and telephone number. We will bill you for any fees at that time, if any. To withdraw your consent with City of Denton To inform us that you no longer want to receive future notices and disclosures in electronic format you may: i. decline to sign a document from within your DocuSign account, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an e-mail to purchasing@cityofdenton.com and in the body of such request you must state your e-mail, full name, IS Postal Address, telephone number, and account number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process.. Required hardware and software Operating Systems: Windows2000? or WindowsXP? Browsers (for SENDERS): Internet Explorer 6.0? or above Browsers (for SIGNERS): Internet Explorer 6.0?, Mozilla FireFox 1.0, NetScape 7.2 (or above) Email: Access to a valid email account Screen Resolution: 800 x 600 minimum Enabled Security Settings: •Allow per session cookies •Users accessing the internet behind a Proxy Server must enable HTTP 1.1 settings via proxy connection ** These minimum requirements are subject to change. If these requirements change, we will provide you with an email message at the email address we have on file for you at that time providing you with the revised hardware and software requirements, at which time you will have the right to withdraw your consent. Acknowledging your access and consent to receive materials electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format on the terms and conditions described above, please let us know by clicking the 'I agree' button below. By checking the 'I Agree' box, I confirm that: • I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and • I can print on paper the disclosure or save or send the disclosure to a place where I can print it, for future reference and access; and • Until or unless I notify City of Denton as described above, I consent to receive from exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to me by City of Denton during the course of my relationship with you.