{ "schema_version": "1.0.0", "research_snapshot": "2026-11-10", "scope": "Navigation relationships among Phoenix-area public research records. Slugs identify directory entries. Source checks and qualifications remain attached to their records.", "projects": [ { "id": "bell", "name": "25th @ Bell", "kind": "development", "description": "One development connects City and State HOME activities, dated ARPA statements and a draft completion report.", "observations": [ { "label": "Reported completed", "text": "53 apartments in the draft FY2025–26 CAPER.", "record_id": "BELL-01" }, { "label": "Separate funding activities", "text": "City grantee 10659 / activity 4938 and Arizona grantee 136 / activity 7160 describe the same physical development.", "record_id": "BELL-02" } ], "limits": "The two activities do not create 106 apartments. HOME and ARPA unit overlap, current ownership, actual payments and current occupancy remain unverified.", "record_ids": [ "PHX-WEB-002", "BELL-01", "BELL-02", "BELL-03", "BELL-04", "BELL-05", "BELL-06", "BELL-07", "BELL-08", "BELL-11", "HOME-dataset-vintage" ], "question_ids": [ "question-bell-01", "question-bell-02", "question-bell-03", "question-bell-04", "question-bell-05", "question-bell-06" ], "detail_url": "projects/25th-at-bell.html" }, { "id": "pueblo", "name": "Pueblo Apartments", "kind": "development", "description": "One of five developments in the published draft CAPER completion subtotal.", "observations": [ { "label": "Reported completed", "text": "161 apartments in the draft FY2025–26 CAPER.", "record_id": "PHX-WEB-002" } ], "limits": "The grouped performance-report finding is not a separate project audit, current occupancy record or verified financing stack.", "record_ids": [ "PHX-WEB-002" ], "question_ids": [], "detail_url": "index.html#PHX-WEB-002" }, { "id": "garfield-ii", "name": "Garfield II", "kind": "development", "description": "A separately named development in the published draft CAPER completion subtotal.", "observations": [ { "label": "Reported completed", "text": "60 apartments in the draft FY2025–26 CAPER.", "record_id": "PHX-WEB-002" } ], "limits": "The reviewed publication does not establish a full project or financing history. Do not combine this count with another Garfield phase without matching its identity.", "record_ids": [ "PHX-WEB-002" ], "question_ids": [], "detail_url": "index.html#PHX-WEB-002" }, { "id": "falcon-park", "name": "Residences at Falcon Park", "kind": "development", "description": "One of five developments in the published draft CAPER completion subtotal.", "observations": [ { "label": "Reported completed", "text": "192 apartments in the draft FY2025–26 CAPER.", "record_id": "PHX-WEB-002" } ], "limits": "This is a draft reported-completion observation, not verified current occupancy or a current availability listing.", "record_ids": [ "PHX-WEB-002" ], "question_ids": [], "detail_url": "index.html#PHX-WEB-002" }, { "id": "harmony", "name": "Harmony at the Park", "kind": "development", "description": "Phase III appears in the draft completion report; the directory describes inventory across all three phases.", "observations": [ { "label": "Existing inventory · May 2026 directory", "text": "Phase I: 120 apartments. Phase II: 115. Phase III: 90. Combined inventory: 325.", "record_id": "PHX-WEB-004" }, { "label": "Phase III · draft reported completion", "text": "90 apartments in the draft FY2025–26 CAPER.", "record_id": "PHX-WEB-002" } ], "limits": "Phase III's 90 apartments appear in both observations. The 325 inventory total is not additional FY2025–26 production; do not add these figures.", "record_ids": [ "PHX-WEB-004", "PHX-WEB-002" ], "question_ids": [], "detail_url": "index.html#PHX-WEB-004" }, { "id": "moreland", "name": "The Moreland", "kind": "development", "description": "Two planned phases have different financing records and must remain separately identified.", "observations": [ { "label": "Planned scope · June 17, 2026 Council report", "text": "Phase I: 132 apartments. Phase II: 105. Combined planned scope: 237. At the June 17, 2026 Council action, the staff report described Phase I as under construction and forecast completion in February 2028.", "record_id": "PHX-WEB-007" }, { "label": "Phase I · reported financing closing", "text": "$43.1 million reportedly closed in December 2025 after approval of up to $50 million. Neither is a City spending total.", "record_id": "PHX-WEB-009" }, { "label": "Phase II · June 17, 2026 authorization", "text": "Up to $10 million from mixed funding sources and up to 54 project-based vouchers; execution and fund split remain unverified.", "record_id": "PHX-WEB-010" } ], "limits": "237 is the planned two-phase scope, not completed Phase I apartments. Approval, closing, assistance and payment figures are not interchangeable or additive. The February 2028 forecast reflects the June 2026 report. Current construction status and actual completion remain unverified.", "record_ids": [ "PHX-WEB-007", "PHX-WEB-009", "PHX-WEB-010" ], "question_ids": [ "question-overview-03", "question-overview-04" ], "detail_url": "projects/moreland.html" }, { "id": "girasol", "name": "Girasol", "kind": "development", "description": "Three redevelopment subphases on the former Sidney P. Osborn site, with dated construction forecasts.", "observations": [ { "label": "Planned gross scope · October 26, 2026", "text": "364 apartments: 289 affordable and 75 market-rate.", "record_id": "PHX-WEB-020" }, { "label": "Construction progress · October 26, 2026", "text": "Phase I: 82% complete. Phase II: 79% complete. Early-2027 move-ins were forecast; Phase III construction was forecast for Q1 2027 and move-ins for 2028.", "record_id": "PHX-WEB-020" } ], "limits": "These are Girasol subphases, not Harmony phases. Gross redevelopment units are not net additions; construction percentages and forecasts are not occupied apartments.", "record_ids": [ "PHX-WEB-020" ], "question_ids": [], "detail_url": "index.html#PHX-WEB-020" }, { "id": "marcos-grant-park", "name": "Marcos de Niza–Grant Park", "kind": "planning-area", "description": "A neighborhood planning award, kept separate from the development entries.", "observations": [ { "label": "HUD planning award · September 10, 2024", "text": "$500,000 announced for planning and transformation-plan work.", "record_id": "PHX-WEB-012" } ], "limits": "This is not a construction implementation award, evidence of grant spending or an apartment-delivery count.", "record_ids": [ "PHX-WEB-012" ], "question_ids": [], "detail_url": "index.html#PHX-WEB-012" }, { "id": "phoenix-manor", "name": "Phoenix Manor", "kind": "development", "description": "Phoenix, Maricopa County · senior apartments at Phoenix Manor", "observations": [ { "label": "Investor-reported renovation and affordable conversion", "text": "R4 Capital describes renovating and converting 450 existing Phoenix Manor apartments from market-rate to affordable senior housing. Count the 450 as preservation of existing apartments.", "record_id": "PHX-WEB-028" } ], "limits": "Occupancy, household outcomes and the timing and terms of affordability restrictions require separate evidence. The 450 apartments are existing stock.", "record_ids": [ "PHX-WEB-028" ], "question_ids": [ "question-overview-02" ], "detail_url": "index.html#PHX-WEB-028" }, { "id": "la-victoria-commons", "name": "La Victoria Commons", "kind": "development", "description": "Tempe, Maricopa County · La Victoria Commons", "observations": [ { "label": "Proposed ground leases", "text": "Tempe’s agenda identifies two 52-apartment portions. The proposed ground leases identify the 4% and 9% LIHTC portions separately. Together they account for 104 apartments. The 19 townhomes are a separate component.", "record_id": "PHX-WEB-029" } ], "limits": "The 104 already includes both portions. Keep the townhomes separate from the apartment count. The financing record does not establish completed or occupied homes. The April 25, 2024 agenda describes proposed ground leases. Executed leases, financing closing, construction completion and occupancy require separate evidence.", "record_ids": [ "PHX-WEB-029" ], "question_ids": [ "question-overview-01" ], "detail_url": "index.html#PHX-WEB-029" }, { "id": "salvation-army-shelter", "name": "Salvation Army family shelter expansion", "kind": "development", "description": "Phoenix District 8, Maricopa County · Salvation Army family shelter expansion", "observations": [ { "label": "Adopted City funding authority and site dedication", "text": "Phoenix replaced the original $6 million CDBG and CDBG-CV commitment with up to $6 million in HOME-ARP in 2023. Council added up to $2 million in 2025, bringing the HOME-ARP authority to $8 million. The City announced the site dedication on May 12, 2026.", "record_id": "PHX-WEB-030" } ], "limits": "The initial CDBG commitment was replaced and cannot be added again. Funding authority does not establish cash paid. The ceremony marked the site for future construction. Opening, expenditures and people served by the expansion remain unverified. The December 3, 2025 Council report describes a $10 million total project cost and a loan. The May 12, 2026 City announcement describes an estimated $8 million project and a grant. The reviewed sources leave the differences unexplained. An executed agreement, any amendments and a reconciled budget are needed to establish the terms and cost.", "record_ids": [ "PHX-WEB-030" ], "question_ids": [ "question-overview-03" ], "detail_url": "index.html#PHX-WEB-030" } ], "question_connections": [ { "question_id": "question-overview-01", "scope": "Phoenix overview", "group": "project", "evidence_needed": "Appropriately redacted schedules matching assisted-unit designations across funders and programs at the same property.", "would_clarify": "Whether designation counts overlap before any unique assisted-apartment count is reported.", "record_ids": [ "BELL-03", "BELL-04", "BELL-05", "PHX-WEB-029" ] }, { "question_id": "question-overview-02", "scope": "Phoenix overview", "group": "project", "evidence_needed": "Executed restriction agreements and amendments, with verified start dates and applicable terms.", "would_clarify": "Which affordability restrictions apply and when they end; an authorization alone does not establish expiry.", "record_ids": [ "BELL-07", "BELL-08", "PHX-WEB-028" ] }, { "question_id": "question-overview-03", "scope": "Phoenix overview", "group": "funding", "evidence_needed": "Project-specific disbursement records matched to the funder, program, phase and reporting period.", "would_clarify": "What was paid, before considering any spending-per-apartment calculation.", "record_ids": [ "PHX-WEB-009", "PHX-WEB-010", "PHX-CFP-WEB-004", "BELL-03", "BELL-04", "PHX-WEB-030" ] }, { "question_id": "question-overview-04", "scope": "Phoenix overview", "group": "funding", "evidence_needed": "A correction, executed agreement or amendment, transaction explanation or closeout record connecting the conflicting dated statements.", "would_clarify": "Whether and how the statements can be reconciled; both sources remain visible until then.", "record_ids": [ "PHX-CFP-WEB-005", "BELL-07", "BELL-08", "HOME-dataset-vintage" ] }, { "question_id": "question-bell-01", "scope": "25th @ Bell", "group": "bell", "evidence_needed": "Appropriately redacted City and State HOME unit schedules, and evidence connecting HOME and ARPA set-asides.", "would_clarify": "Whether the six City HOME units, five State HOME units and ARPA designations overlap. No resident identities should be published.", "record_ids": [ "BELL-03", "BELL-04", "BELL-05", "BELL-07", "BELL-08" ] }, { "question_id": "question-bell-02", "scope": "25th @ Bell", "group": "bell", "evidence_needed": "Executed affordability agreements and amendments, including verified restriction start dates and terms.", "would_clarify": "Applicable restriction periods and expiry, without carrying an older authorization term onto changed unit or income statements.", "record_ids": [ "BELL-07", "BELL-08" ] }, { "question_id": "question-bell-03", "scope": "25th @ Bell", "group": "bell", "evidence_needed": "Current deed records and the parcel or legal description for the development.", "would_clarify": "Current deed ownership and property identity. Program and City file identifiers are insufficient.", "record_ids": [ "BELL-11", "BELL-06" ] }, { "question_id": "question-bell-04", "scope": "25th @ Bell", "group": "bell", "evidence_needed": "An executed amendment or other explanatory record connecting the 2023 ARPA authorization to the 2025 performance statement.", "would_clarify": "Why the unit and income statements changed, and which executed terms apply.", "record_ids": [ "BELL-07", "BELL-08" ] }, { "question_id": "question-bell-05", "scope": "25th @ Bell", "group": "bell", "evidence_needed": "City disbursement and loan-balance records, a complete financing stack and evidence of total development cost.", "would_clarify": "Actual payments and financing measures, without relabeling HUD funding fields as independently verified cash disbursements.", "record_ids": [ "BELL-03", "BELL-04", "BELL-06", "BELL-07", "BELL-08" ] }, { "question_id": "question-bell-06", "scope": "25th @ Bell", "group": "bell", "evidence_needed": "A dated occupancy record or inspected certificate-of-occupancy evidence appropriate to the question.", "would_clarify": "What completion and current occupancy can be verified beyond the draft CAPER statement. This would not establish current vacancy availability.", "record_ids": [ "BELL-01", "BELL-02" ] }, { "question_id": "capital-evidence-needed-01", "scope": "Public Housing Capital Fund", "group": "capital", "evidence_needed": "HUD-approved grant Annual Statements/Budgets and the approved five-year plan.", "would_clarify": "Which uses and budget line items were approved for each grant.", "record_ids": [ "PHX-CFP-WEB-001", "PHX-CFP-WEB-003" ] }, { "question_id": "capital-evidence-needed-02", "scope": "Public Housing Capital Fund", "group": "capital", "evidence_needed": "Grant-level Performance and Evaluation reports or LOCCS reports.", "would_clarify": "Phoenix PHA obligations, draws and expenditures by grant and activity; missing amounts remain unverified, not zero.", "record_ids": [ "PHX-CFP-WEB-001", "PHX-CFP-WEB-006" ] }, { "question_id": "capital-evidence-needed-03", "scope": "Public Housing Capital Fund", "group": "capital", "evidence_needed": "A grant-to-project and City-year reconciliation supported by grant and activity records.", "would_clarify": "Which grant years and activities support the annual SEFA expenditure row. A single award cannot be subtracted from it to infer a balance.", "record_ids": [ "PHX-CFP-WEB-004", "PHX-CFP-WEB-005" ] } ], "comparisons": [ { "id": "bell-arpa", "title": "25th @ Bell: different ARPA set-aside statements", "group": "bell", "scope": "One development · ARPA assistance", "statements": [ { "record_id": "BELL-07", "label": "Adopted Council authorization", "date_label": "Council action date", "date_text": "June 14, 2023", "source_ids": [ "PHX-PROJECT-020" ] }, { "record_id": "BELL-08", "label": "Published recovery-report statement", "date_label": "Report year", "date_text": "2025 recovery report", "source_ids": [ "PHX-ARPA-001" ] } ], "difference": "The authorization describes 11 units at or below 65% AMI for at least 20 years. The later report describes 16 units at or below 40% AMI with the same $896,564 allocation.", "unresolved": "An executed amendment has not been verified. The older 20-year authorization term must not be carried onto the changed unit and income statement. Neither record establishes actual payment or a verified restriction expiry.", "needed": "An executed amendment or other explanatory record connecting the authorization to the performance statement.", "question_ids": [ "question-bell-04", "question-bell-02" ], "record_ids": [ "BELL-07", "BELL-08" ] }, { "id": "capital-fund-amounts", "title": "Capital Fund: two published 2026 HUD amounts", "group": "capital", "scope": "Phoenix AZ001 · federal grant year 2026", "statements": [ { "record_id": "PHX-CFP-WEB-002", "label": "Separate formula-calculation workbook", "date_label": "Formula effective-date cell", "date_text": "April 1, 2026 · retrieved November 8, 2026", "source_ids": [ "PHX-CFP-012" ] }, { "record_id": "PHX-CFP-WEB-001", "label": "Current master ACC schedule", "date_label": "HUD index file-update label", "date_text": "Updated September 28, 2026 · retrieved November 8, 2026", "source_ids": [ "PHX-CFP-011", "PHX-CFP-001" ] } ], "difference": "The master ACC amount of $2,842,753 is $28,849 higher than the separate formula amount of $2,813,904. This is arithmetic between published sources, not a verified award-revision transaction.", "unresolved": "The reviewed records do not establish the transaction, date or reason linking these amounts. A file-update label is not a Phoenix transaction date. The difference is not evidence of missing money or a cash receipt.", "needed": "An explanatory transaction or revision record linking the published amounts, alongside grant-level approval and reporting records.", "question_ids": [ "question-overview-04", "capital-evidence-needed-01", "capital-evidence-needed-02" ], "record_ids": [ "PHX-CFP-WEB-001", "PHX-CFP-WEB-002", "PHX-CFP-WEB-005" ] } ], "project_details": [ { "id": "moreland", "filename": "projects/moreland.html", "title": "The Moreland", "intro": "Two planned phases. Separate financing records. Follow the dates, financial stages and questions that remain open.", "scope_record_id": "PHX-WEB-007", "phases": [ { "id": "phase-i", "title": "Phase I", "planned_units": "132 planned apartments", "record_id": "PHX-WEB-009", "scope_note": "The reported closing and the earlier approval ceiling describe financing stages. Neither is verified City cash spending or the total development cost." }, { "id": "phase-ii", "title": "Phase II", "planned_units": "105 planned apartments", "record_id": "PHX-WEB-010", "scope_note": "The authorization combines funding sources whose split is unverified. Up to 54 vouchers is not a count of executed contracts or additional apartments." } ], "timeline": [ { "date": "June 18, 2025", "label": "Earlier Council development-scope report", "text": "An earlier Council report is one of the sources attached to the published two-phase development-scope finding.", "record_id": "PHX-WEB-007", "source_id": "PHX-EXT-PROJECT-004" }, { "date": "November 5, 2025", "label": "Phase I financing authorization", "text": "Council approval allowed up to $50 million. An authorization ceiling is not the reported closing amount or a payment.", "record_id": "PHX-WEB-009", "source_id": "PHX-EXT-PROJECT-003" }, { "date": "December 2025", "label": "Phase I reported financing closing", "text": "Phoenix IDA reports $43.1 million of Moreland I financing closed. This is not a City expenditure total.", "record_id": "PHX-WEB-009", "source_id": "PHX-EXT-PROJECT-114" }, { "date": "June 17, 2026", "label": "Phase II assistance and voucher authorization", "text": "Council authorized up to $10 million from HOME, NSP and other affordable-housing funds, plus up to 54 project-based vouchers. Execution and the fund split remain unverified.", "record_id": "PHX-WEB-010", "source_id": "PHX-EXT-PROJECT-002" } ], "evidence_needed": [ { "title": "What was actually paid?", "text": "Match project-specific disbursements to the funder, program, phase and period before calculating any spending per apartment.", "question_id": "question-overview-03" }, { "title": "Which terms were executed?", "text": "Executed assistance agreements, fund allocations and voucher records are needed before treating authorizations as paid or contracted assistance.", "question_id": "question-overview-04" } ], "limits": "The combined 237 apartments describe planned scope across two phases. An older summary labels Phase I with 237; the published research says not to use that as completed Phase I units. No completed-apartment count, current availability, total City spending or comparable cost per apartment is established here." } ] }